MARZETTI CO - MZTI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 2,237,979 | 367,968 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 2,624,879 | 363,099 | 0.01% | 0.01% | 2 | +71,132 | 2.79% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,308,840 | 181,051 | 0.01% | — | 3 | +1,308,840 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 987,276 | 136,569 | 0.0% | 0.01% | 4 | +9,767 | 1.0% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 876,161 | 121,199 | 0.0% | — | 5 | +876,161 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 829,765 | 114,781 | 0.05% | 0.03% | 6 | +449,973 | 118.48% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 803,707 | 111,176 | 0.08% | 0.08% | 7 | +123,875 | 18.22% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 753,619 | 104,248 | 0.02% | 0.01% | 8 | +462,648 | 159.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 663,142 | 91,745 | 0.01% | 0.01% | 9 | +32,634 | 5.18% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 555,702 | 76,873 | 0.02% | 0.02% | 10 | +7,671 | 1.4% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 370,780 | 51,289 | 0.08% | 0.09% | 11 | +14,400 | 4.04% | Q1 2026 | May 14, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 360,415 | 49,857 | 0.31% | 0.35% | 12 | -4,585 | -1.26% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 256,800 | 35,523 | 0.0% | 0.0% | 13 | +43,678 | 20.49% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 251,655 | 34,811 | 0.0% | 0.0% | 14 | +149,818 | 147.12% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 251,264 | 34,757 | 0.0% | 0.01% | 15 | +4,173 | 1.69% | Q1 2026 | May 14, 2026 |
| Boston Trust Walden Corp | History | Reduced | 232,596 | 32,175 | 0.26% | 0.33% | 16 | -31,090 | -11.79% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 231,334 | 32,002 | 0.02% | 0.02% | 17 | -13,127 | -5.37% | Q1 2026 | May 04, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 228,883 | 31,662 | 0.28% | 0.34% | 18 | -9,122 | -3.83% | Q1 2026 | May 13, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | New | 200,410 | 28,115 | 0.03% | — | 19 | +200,410 | New | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 201,408 | 27,861 | 0.2% | 0.31% | 20 | -73,374 | -26.7% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 193,847 | 26,814 | 0.07% | 0.07% | 21 | +21,514 | 12.48% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 193,717 | 26,796 | 0.04% | 0.07% | 22 | -41,198 | -17.54% | Q1 2026 | Apr 24, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 192,687 | 26,654 | 0.05% | 0.06% | 23 | +269 | 0.14% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Added to | 190,049 | 26,289 | 0.01% | 0.0% | 24 | +130,903 | 221.32% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 188,184 | 26,031 | 0.0% | 0.01% | 25 | -3,094 | -1.62% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Reduced | 177,589 | 24,565 | 0.0% | 0.0% | 26 | -7,107 | -3.85% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 165,519 | 22,896 | 0.01% | 0.01% | 27 | +25,089 | 17.87% | Q1 2026 | May 04, 2026 |
| WESBANCO BANK INC | History | No change | 162,610 | 22,493 | 0.62% | 0.74% | 28 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Man Group plc | History | Reduced | 161,721 | 22,370 | 0.04% | 0.05% | 29 | -2,548 | -1.55% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 145,189 | 20,083 | 0.0% | 0.0% | 30 | -220 | -0.15% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 140,568 | 19,444 | 0.0% | — | 31 | +140,568 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 135,043 | 18,680 | 0.0% | 0.0% | 32 | +58,904 | 77.36% | Q1 2026 | May 05, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 117,702 | 16,281 | 0.08% | 0.16% | 33 | -77,405 | -39.67% | Q1 2026 | May 07, 2026 |
| Tributary Capital Management, LLC | History | Added to | 105,096 | 14,537 | 1.41% | 0.07% | 34 | +100,681 | 2280.43% | Q1 2026 | May 04, 2026 |
| Nuveen, LLC | History | Added to | 101,534 | 14,045 | 0.0% | 0.0% | 35 | +42,208 | 71.15% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 96,910 | 13,405 | 0.0% | 0.0% | 36 | +18,551 | 23.67% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 93,218 | 12,894 | 0.0% | 0.01% | 37 | -4,382 | -4.49% | Q1 2026 | May 06, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 88,267 | 12,209 | 0.04% | 0.03% | 38 | +29,222 | 49.49% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 82,294 | 11,383 | 0.01% | 0.02% | 39 | -3,409 | -3.98% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 77,153 | 10,672 | 0.01% | 0.02% | 40 | -3,082 | -3.84% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 76,643 | 10,602 | 0.01% | 0.0% | 41 | +49,682 | 184.27% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 76,176 | 10,537 | 0.04% | 0.05% | 42 | -4,507 | -5.59% | Q1 2026 | May 15, 2026 |
| WELCH & FORBES LLC | History | Reduced | 72,423 | 10,018 | 0.13% | 0.14% | 43 | -120 | -0.17% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 67,277 | 9,395 | 0.0% | 0.0% | 44 | +7,530 | 12.6% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 63,764 | 8,820 | 0.07% | 0.02% | 45 | +51,938 | 439.18% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 63,565 | 8,793 | 0.13% | 0.29% | 46 | -48,126 | -43.09% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 62,196 | 8,603 | 0.01% | 0.02% | 47 | -26,837 | -30.14% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 61,283 | 8,477 | 0.01% | 0.01% | 48 | +28,771 | 88.49% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 50,800 | 8,352 | 0.02% | 0.02% | 49 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 59,180 | 8,186 | 0.01% | 0.01% | 50 | +450 | 0.77% | Q1 2026 | May 12, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 55,140 | 7,627 | 0.38% | 0.47% | 51 | -1,319 | -2.34% | Q1 2026 | Apr 17, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 51,394 | 7,109 | 0.0% | 0.0% | 52 | -1,458 | -2.76% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 47,936 | 6,631 | 0.0% | 0.0% | 53 | -7,889 | -14.13% | Q1 2026 | May 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 46,025 | 6,366 | 0.03% | 0.02% | 54 | +19,422 | 73.01% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,626 | 6,311 | 0.01% | 0.01% | 55 | +26,986 | 144.77% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 38,055 | 6,257 | 0.0% | 0.0% | 56 | +321 | 0.85% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 44,671 | 6,179 | 0.08% | 0.04% | 57 | +21,885 | 96.05% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 43,801 | 6,058 | 0.0% | 0.0% | 58 | +12,775 | 41.18% | Q1 2026 | May 12, 2026 |
| Swiss National Bank | History | No change | 40,726 | 5,633 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vest Financial, LLC | History | Added to | 40,686 | 5,628 | 0.07% | 0.07% | 60 | +7,092 | 21.11% | Q1 2026 | Apr 23, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 40,216 | 5,563 | 0.01% | 0.01% | 61 | +2,245 | 5.91% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 38,297 | 5,297 | 0.0% | 0.0% | 62 | -15,105 | -28.29% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 37,848 | 5,235 | 0.01% | 0.01% | 63 | -12,070 | -24.18% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 37,391 | 5,172 | 0.01% | 0.0% | 64 | +36,088 | 2769.61% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 36,524 | 5,052 | 0.04% | 0.05% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 35,789 | 4,950 | 0.04% | 0.07% | 66 | -10,879 | -23.31% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 35,130 | 4,859 | 0.0% | 0.0% | 67 | +14,081 | 66.9% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 34,818 | 4,816 | 0.0% | 0.0% | 68 | -2,175 | -5.88% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 32,727 | 4,527 | 0.01% | 0.02% | 69 | -638 | -1.91% | Q1 2026 | May 14, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 32,534 | 4,500 | 2.16% | 2.61% | 70 | -833 | -2.5% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Added to | 32,200 | 4,454 | 0.0% | 0.0% | 71 | +20,433 | 173.65% | Q1 2026 | May 06, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Added to | 29,973 | 4,146 | 0.3% | 0.17% | 72 | +14,231 | 90.4% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 29,720 | 4,111 | 0.0% | 0.0% | 73 | -4,317 | -12.68% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 29,408 | 4,068 | 0.0% | 0.0% | 74 | -3,204 | -9.82% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 25,187 | 3,484 | 0.0% | 0.0% | 75 | +5,776 | 29.76% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 25,162 | 3,480 | 0.01% | 0.0% | 76 | +12,342 | 96.27% | Q1 2026 | May 11, 2026 |
| Retirement Systems of Alabama | History | Added to | 24,878 | 3,441 | 0.01% | 0.01% | 77 | +467 | 1.91% | Q1 2026 | Apr 24, 2026 |
| Wolff Financial Management LLC | History | No change | 24,473 | 3,385 | 0.75% | 0.9% | 78 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 24,380 | 3,372 | 0.0% | 0.0% | 79 | -1,532 | -5.91% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Added to | 23,998 | 3,320 | 0.01% | 0.0% | 80 | +23,274 | 3214.64% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 23,637 | 3,270 | 0.0% | 0.0% | 81 | +3,864 | 19.54% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 23,429 | 3,240 | 0.0% | 0.0% | 82 | +4,380 | 22.99% | Q1 2026 | May 11, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 23,342 | 3,228 | 0.58% | 0.73% | 83 | -308 | -1.3% | Q1 2026 | Apr 20, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 22,638 | 3,131 | 0.01% | 0.01% | 84 | +7,592 | 50.46% | Q1 2026 | May 01, 2026 |
| AGF MANAGEMENT LTD | History | New | 21,658 | 2,995 | 0.01% | — | 85 | +21,658 | New | Q1 2026 | May 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 21,632 | 2,992 | 0.01% | 0.01% | 86 | +1,308 | 6.44% | Q1 2026 | Apr 27, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 21,359 | 2,954 | 0.03% | 0.04% | 87 | +2,115 | 10.99% | Q1 2026 | May 12, 2026 |
| Cerity Partners LLC | History | Reduced | 21,347 | 2,952 | 0.0% | 0.01% | 88 | -54 | -0.25% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 20,744 | 2,869 | 0.01% | 0.02% | 89 | -319 | -1.51% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 20,693 | 2,862 | 0.0% | 0.0% | 90 | +2,866 | 16.08% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 20,364 | 2,816 | 0.07% | 0.06% | 91 | +5,521 | 37.2% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 19,825 | 2,742 | 0.08% | 0.09% | 92 | +1,897 | 10.58% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 19,329 | 2,673 | 0.0% | 0.0% | 93 | -1,086 | -5.32% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 19,090 | 2,655 | 0.01% | 0.0% | 94 | +15,201 | 390.87% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 18,125 | 2,507 | 0.01% | 0.01% | 95 | -2,423 | -11.79% | Q1 2026 | May 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 17,892 | 2,475 | 0.01% | — | 96 | +17,892 | New | Q1 2026 | Apr 30, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 17,884 | 2,473 | 0.0% | — | 97 | +17,884 | New | Q1 2026 | May 08, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 17,317 | 2,395 | 0.02% | 0.01% | 98 | +6,317 | 57.43% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 16,735 | 2,314 | 0.0% | 0.0% | 99 | +3,536 | 26.79% | Q1 2026 | May 12, 2026 |
| Holocene Advisors, LP | History | Added to | 16,343 | 2,260 | 0.01% | 0.0% | 100 | +5,908 | 56.62% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 16,040 | 2,218 | 0.0% | 0.0% | 101 | +4,126 | 34.63% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | New | 15,555 | 2,151 | 0.02% | — | 102 | +15,555 | New | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 15,204 | 2,103 | 0.01% | 0.0% | 103 | +8,431 | 124.48% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 15,039 | 2,080 | 0.04% | 0.01% | 104 | +12,310 | 451.08% | Q1 2026 | Apr 27, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 14,208 | 1,965 | 0.0% | — | 105 | +14,208 | New | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 14,203 | 1,964 | 0.0% | — | 106 | +14,203 | New | Q1 2026 | May 04, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 14,188 | 1,962 | 0.01% | — | 107 | +14,188 | New | Q1 2026 | May 14, 2026 |
| Emerald Investment Advisers, LLC | History | New | 14,107 | 1,951 | 0.18% | — | 108 | +14,107 | New | Q1 2026 | May 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 13,738 | 1,900 | 0.01% | 0.01% | 109 | +1,066 | 8.41% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Reduced | 13,456 | 1,861 | 0.0% | 0.0% | 110 | -80 | -0.59% | Q1 2026 | Apr 16, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | New | 13,219 | 1,828 | 0.26% | — | 111 | +13,219 | New | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 12,906 | 1,785 | 0.0% | — | 112 | +12,906 | New | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 12,840 | 1,776 | 0.05% | 0.05% | 113 | +3,218 | 33.44% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 12,659 | 1,751 | 0.0% | 0.0% | 114 | +5,695 | 81.78% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 12,499 | 1,729 | 0.0% | 0.0% | 115 | -4,530 | -26.6% | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 12,331 | 1,707 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,065 | 1,654 | 0.0% | 0.0% | 117 | +11,916 | 7997.32% | Q1 2026 | May 15, 2026 |
| Hamilton Capital, LLC | History | Reduced | 11,764 | 1,627 | 0.08% | 0.1% | 118 | -19 | -0.16% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Added to | 11,455 | 1,584 | 0.05% | 0.01% | 119 | +10,040 | 709.54% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 11,191 | 1,548 | 0.0% | — | 120 | +11,191 | New | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 11,116 | 1,537 | 0.02% | 0.02% | 121 | +2,278 | 25.78% | Q1 2026 | May 05, 2026 |
| PARK NATIONAL CORP /OH/ | History | No change | 11,000 | 1,521 | 0.05% | 0.06% | 122 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| ALPS ADVISORS INC | History | Reduced | 10,716 | 1,482 | 0.01% | 0.01% | 123 | -532 | -4.73% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 10,200 | 1,410 | 0.0% | 0.0% | 124 | +300 | 3.03% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 10,065 | 1,392 | 0.0% | 0.0% | 125 | +502 | 5.25% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,442 | 1,306 | 0.0% | 0.0% | 126 | +127 | 1.36% | Q1 2026 | May 15, 2026 |
| Dean Capital Management | History | New | 9,265 | 1,281 | 0.53% | — | 127 | +9,265 | New | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 8,916 | 1,233 | 0.03% | — | 128 | +8,916 | New | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 8,833 | 1,221 | 0.05% | 0.07% | 129 | -4,266 | -32.57% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Added to | 8,767 | 1,213 | 0.01% | 0.01% | 130 | +209 | 2.44% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 8,768 | 1,213 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 8,768 | 1,212 | 0.01% | 0.01% | 132 | +2,661 | 43.57% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,622 | 1,192 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Reduced | 8,453 | 1,169 | 0.03% | 0.04% | 134 | -2,999 | -26.19% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 7,062 | 1,161 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 8,311 | 1,149 | 0.01% | 0.0% | 136 | +4,847 | 139.92% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 8,204 | 1,134 | 0.01% | 0.01% | 137 | -236 | -2.8% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,168 | 1,129 | 0.0% | — | 138 | +8,168 | New | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 7,776 | 1,075 | 0.01% | 0.01% | 139 | -690 | -8.15% | Q1 2026 | May 07, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 7,690 | 1,063 | 0.01% | 0.0% | 140 | +3,388 | 78.75% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 7,514 | 1,038 | 0.0% | 0.0% | 141 | +529 | 7.57% | Q1 2026 | May 13, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | New | 7,442 | 1,029 | 0.19% | — | 142 | +7,442 | New | Q1 2026 | Apr 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,410 | 1,025 | 0.0% | 0.0% | 143 | -298 | -3.87% | Q1 2026 | Apr 27, 2026 |
| Entropy Technologies, LP | History | Reduced | 7,367 | 1,019 | 0.05% | 0.09% | 144 | -2,572 | -25.88% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,334 | 1,014 | 0.0% | 0.0% | 145 | +52 | 0.71% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 7,294 | 1,008 | 0.0% | 0.0% | 146 | +3,434 | 88.96% | Q1 2026 | Apr 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 7,238 | 1,001 | 0.0% | — | 147 | +7,238 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 7,186 | 994 | 0.0% | 0.0% | 148 | +1,793 | 33.25% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 7,115 | 984 | 0.01% | — | 149 | +7,115 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 7,087 | 980 | 0.0% | 0.0% | 150 | +4,847 | 216.38% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 6,796 | 940 | 0.02% | — | 151 | +6,796 | New | Q1 2026 | May 15, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | New | 6,751 | 933 | 0.09% | — | 152 | +6,751 | New | Q1 2026 | Apr 30, 2026 |
| Handelsbanken Fonder AB | History | Added to | 6,672 | 923 | 0.0% | 0.0% | 153 | +800 | 13.62% | Q1 2026 | Apr 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,663 | 922 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,657 | 921 | 0.01% | 0.01% | 156 | -33 | -0.49% | Q1 2026 | Apr 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,665 | 921 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 6,427 | 889 | 0.0% | 0.0% | 157 | +511 | 8.64% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,269 | 867 | 0.01% | 0.01% | 158 | -2,051 | -24.65% | Q1 2026 | May 08, 2026 |
| Magnetar Financial LLC | History | Added to | 6,269 | 867 | 0.01% | 0.01% | 159 | +171 | 2.8% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 6,037 | 835 | 0.0% | 0.0% | 160 | +2,436 | 67.65% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 5,907 | 817 | 0.01% | 0.01% | 161 | -359 | -5.73% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 5,900 | 816 | 0.01% | 0.02% | 162 | +300 | 5.36% | Q1 2026 | Apr 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 5,853 | 809 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 5,800 | 802 | 0.0% | — | 165 | +5,800 | New | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 5,800 | 802 | 0.0% | 0.0% | 164 | -1,200 | -17.14% | Q1 2026 | Apr 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 5,789 | 800 | 0.01% | 0.01% | 166 | +325 | 5.95% | Q1 2026 | Apr 14, 2026 |
| Three Seasons Wealth, LLC | History | New | 5,777 | 799 | 0.3% | — | 167 | +5,777 | New | Q1 2026 | May 05, 2026 |
| Quadrature Capital Ltd | History | New | 5,715 | 790 | 0.01% | — | 169 | +5,715 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 5,715 | 790 | 0.01% | 0.01% | 168 | +223 | 4.06% | Q1 2026 | Apr 23, 2026 |
| Arizona State Retirement System | History | Reduced | 5,663 | 783 | 0.0% | 0.01% | 170 | -116 | -2.01% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,534 | 765 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 5,411 | 748 | 0.01% | 0.0% | 173 | +3,854 | 247.53% | Q1 2026 | May 15, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 5,411 | 748 | 0.04% | 0.03% | 172 | +2,267 | 72.11% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 5,359 | 741 | 0.0% | 0.0% | 174 | +27 | 0.51% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 5,214 | 721 | 0.0% | 0.0% | 175 | +277 | 5.61% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 5,160 | 713 | 0.07% | — | 176 | +5,160 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Reduced | 5,123 | 708 | 0.0% | 0.0% | 177 | -321 | -5.9% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,098 | 705 | 0.0% | 0.0% | 178 | +2,311 | 82.92% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,085 | 703 | 0.0% | 0.0% | 179 | -5 | -0.1% | Q1 2026 | May 01, 2026 |
| Graham Capital Management, L.P. | History | Added to | 5,081 | 702 | 0.02% | 0.02% | 180 | +1,090 | 27.31% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 5,037 | 696 | 0.0% | — | 181 | +5,037 | New | Q1 2026 | May 08, 2026 |
| Voleon Capital Management LP | History | Added to | 4,941 | 683 | 0.01% | 0.01% | 182 | +1,544 | 45.45% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 4,932 | 682 | 0.0% | 0.0% | 183 | +100 | 2.07% | Q1 2026 | May 04, 2026 |
| Legato Capital Management LLC | History | New | 4,832 | 668 | 0.06% | — | 184 | +4,832 | New | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | No change | 4,700 | 650 | 0.02% | 0.03% | 185 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| William B. Walkup & Associates, Inc. | History | Added to | 3,625 | 634 | 0.38% | 0.32% | 186 | +49 | 1.37% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 4,546 | 628 | 0.01% | 0.01% | 187 | -5 | -0.11% | Q1 2026 | May 08, 2026 |
| ADE, LLC | History | No change | 4,500 | 622 | 0.3% | 0.36% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 4,210 | 582 | 0.09% | 0.05% | 189 | +2,790 | 196.48% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 4,162 | 575 | 0.01% | 0.01% | 190 | +100 | 2.46% | Q1 2026 | Apr 29, 2026 |
| Skylands Capital, LLC | History | New | 4,100 | 567 | 0.07% | — | 192 | +4,100 | New | Q1 2026 | Apr 22, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 4,100 | 567 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 4,058 | 561 | 0.0% | — | 193 | +4,058 | New | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 3,987 | 560 | 0.0% | 0.0% | 194 | -7,214 | -64.4% | Q1 2026 | Apr 30, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 3,996 | 552 | 0.04% | 0.04% | 195 | +475 | 13.49% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Added to | 3,926 | 543 | 0.0% | 0.0% | 196 | +111 | 2.91% | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 3,843 | 531 | 0.0% | 0.0% | 197 | -79 | -2.01% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 3,811 | 527 | 0.0% | 0.0% | 198 | +59 | 1.57% | Q1 2026 | May 26, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 3,798 | 525 | 0.0% | 0.0% | 199 | +1,656 | 77.31% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 3,759 | 519 | 0.0% | 0.0% | 200 | -61 | -1.6% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 3,740 | 517 | 0.0% | 0.0% | 201 | +1,460 | 64.04% | Q1 2026 | May 13, 2026 |
| Inspire Investing, LLC | History | Added to | 3,663 | 506 | 0.04% | 0.04% | 202 | +812 | 28.48% | Q1 2026 | Apr 23, 2026 |
| INCEPTIONR LLC | History | New | 3,649 | 504 | 0.12% | — | 204 | +3,649 | New | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,644 | 504 | 0.0% | 0.01% | 203 | -120 | -3.19% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,556 | 491 | 0.0% | 0.0% | 205 | +964 | 37.19% | Q1 2026 | May 08, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 3,534 | 488 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 3,491 | 482 | 0.0% | 0.0% | 207 | +2,027 | 138.46% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 3,460 | 478 | 0.0% | 0.0% | 208 | +300 | 9.49% | Q1 2026 | Apr 27, 2026 |
| Pictet Asset Management Holding SA | History | No change | 3,456 | 478 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 3,376 | 467 | 0.0% | 0.0% | 210 | +595 | 21.4% | Q1 2026 | May 13, 2026 |
| Foguth Wealth Management, LLC. | History | Added to | 4,181 | 467 | 0.05% | 0.11% | 211 | +30 | 0.72% | Q1 2026 | Jun 01, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 3,366 | 465 | 0.01% | 0.01% | 212 | -200 | -5.61% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,347 | 462 | 0.0% | — | 214 | +3,347 | New | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 3,344 | 462 | 0.0% | — | 213 | +3,344 | New | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 3,531 | 460 | 0.03% | — | 215 | +3,531 | New | Q1 2026 | May 15, 2026 |
| ICW Investment Advisors LLC | History | Reduced | 3,255 | 450 | 0.16% | 0.21% | 216 | -187 | -5.43% | Q1 2026 | May 11, 2026 |
| Triad Wealth Partners, LLC | History | Reduced | 3,248 | 449 | 0.04% | 0.06% | 217 | -578 | -15.11% | Q1 2026 | Apr 16, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,223 | 445 | 0.0% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 3,177 | 439 | 0.04% | 0.1% | 219 | -10,541 | -76.84% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 3,163 | 437 | 0.0% | 0.01% | 220 | -11,634 | -78.62% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | No change | 3,046 | 421 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Gallacher Capital Management LLC | History | New | 2,982 | 412 | 0.16% | — | 222 | +2,982 | New | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 2,842 | 402 | 0.0% | 0.0% | 223 | +1,340 | 89.21% | Q1 2026 | Apr 08, 2026 |
| AVIVA PLC | History | Added to | 2,893 | 400 | 0.0% | 0.0% | 224 | +21 | 0.73% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 2,866 | 396 | 0.0% | 0.0% | 225 | -933 | -24.56% | Q1 2026 | Apr 30, 2026 |
| XPONANCE LLC | History | Added to | 2,854 | 394 | 0.0% | 0.0% | 226 | +403 | 16.44% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,844 | 393 | 0.0% | 0.0% | 227 | -408 | -12.55% | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 2,830 | 391 | 0.0% | 0.0% | 228 | -434 | -13.3% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,327 | 382 | 0.01% | 0.01% | 229 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BANK OF NOVA SCOTIA | History | New | 2,705 | 374 | 0.0% | — | 230 | +2,705 | New | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 2,641 | 365 | 0.0% | — | 231 | +2,641 | New | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 2,598 | 359 | 0.0% | 0.0% | 232 | -1,482 | -36.32% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,601 | 359 | 0.0% | 0.0% | 233 | +301 | 13.09% | Q1 2026 | May 14, 2026 |
| Summit Wealth Group, LLC | History | Added to | 2,541 | 351 | 0.08% | 0.1% | 234 | +18 | 0.71% | Q1 2026 | May 04, 2026 |
| nVerses Capital, LLC | History | New | 2,514 | 347 | 0.32% | — | 235 | +2,514 | New | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | Reduced | 2,457 | 339 | 0.04% | 0.07% | 236 | -1,180 | -32.44% | Q1 2026 | Apr 30, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,419 | 334 | 0.0% | 0.0% | 237 | -555 | -18.66% | Q1 2026 | May 13, 2026 |
| First National Advisers, LLC | History | Added to | 2,401 | 332 | 0.05% | 0.05% | 238 | +10 | 0.42% | Q1 2026 | May 08, 2026 |
| Advisors Asset Management, Inc. | History | New | 2,352 | 325 | 0.01% | — | 239 | +2,352 | New | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 2,310 | 319 | 0.01% | 0.01% | 240 | -1 | -0.04% | Q1 2026 | Apr 17, 2026 |
| Jump Financial, LLC | History | Reduced | 2,300 | 318 | 0.0% | 0.01% | 241 | -3,414 | -59.75% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,268 | 313 | 0.0% | 0.0% | 242 | -410 | -15.31% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | New | 2,220 | 307 | 0.0% | — | 243 | +2,220 | New | Q1 2026 | Apr 22, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,145 | 296 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,073 | 287 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,064 | 285 | 0.0% | 0.0% | 246 | +788 | 61.76% | Q1 2026 | May 15, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 2,034 | 281 | 0.07% | 0.15% | 247 | -1,678 | -45.2% | Q1 2026 | Apr 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 2,002 | 276 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 1,980 | 273 | 0.07% | — | 249 | +1,980 | New | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Reduced | 1,940 | 268 | 0.03% | 0.04% | 250 | -716 | -26.96% | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | New | 1,929 | 266 | 0.01% | — | 251 | +1,929 | New | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,880 | 260 | 0.0% | 0.01% | 252 | -332 | -15.01% | Q1 2026 | Jun 02, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 1,750 | 242 | 0.0% | 0.0% | 253 | -291 | -14.26% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 1,637 | 226 | 0.0% | 0.0% | 254 | +278 | 20.46% | Q1 2026 | May 05, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,613 | 223 | 0.0% | 0.0% | 255 | -23 | -1.41% | Q1 2026 | May 11, 2026 |
| Virtu Financial LLC | History | Reduced | 1,600 | 221 | 0.01% | 0.04% | 256 | -5,015 | -75.81% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,585 | 219 | 0.0% | 0.0% | 257 | +144 | 9.99% | Q1 2026 | May 13, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 1,585 | 219 | 0.1% | 0.12% | 258 | +21 | 1.34% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 1,330 | 218 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Trust Point Inc. | History | Added to | 1,553 | 214 | 0.02% | 0.02% | 260 | +74 | 5.0% | Q1 2026 | Apr 15, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 1,538 | 212 | 0.1% | 0.09% | 261 | +350 | 29.46% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 1,525 | 210 | 0.0% | 0.0% | 262 | -35 | -2.24% | Q1 2026 | May 05, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,497 | 207 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| AXQ CAPITAL, LP | History | Added to | 1,495 | 206 | 0.03% | 0.05% | 264 | +179 | 13.6% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,472 | 203 | 0.0% | 0.0% | 265 | -260 | -15.01% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | New | 1,372 | 189 | 0.0% | — | 266 | +1,372 | New | Q1 2026 | May 08, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 1,340 | 185 | 0.01% | 0.01% | 267 | -31 | -2.26% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 1,320 | 182 | 0.01% | 0.01% | 268 | +197 | 17.54% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,281 | 177 | 0.01% | 0.01% | 269 | -81 | -5.95% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,164 | 161 | 0.0% | 0.0% | 270 | -188 | -13.91% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,106 | 152 | 0.0% | 0.0% | 271 | +536 | 94.04% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,047 | 144 | 0.0% | 0.0% | 272 | +44 | 4.39% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 1,026 | 141 | 0.0% | 0.01% | 273 | -3,260 | -76.06% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 900 | 124 | 0.0% | — | 274 | +900 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 832 | 115 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Added to | 660 | 91 | 0.0% | 0.0% | 276 | +315 | 91.3% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 641 | 88 | 0.0% | 0.0% | 277 | +164 | 34.38% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 605 | 83 | 0.02% | 0.02% | 278 | +207 | 52.01% | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Reduced | 553 | 76 | 0.0% | 0.02% | 280 | -9,248 | -94.36% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 556 | 76 | 0.0% | 0.0% | 279 | -64 | -10.32% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 500 | 69 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 495 | 68 | 0.0% | 0.01% | 282 | -546 | -52.45% | Q1 2026 | Apr 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 442 | 61 | 0.0% | 0.0% | 283 | +355 | 408.05% | Q1 2026 | May 07, 2026 |
| Covestor Ltd | History | Reduced | 428 | 59 | 0.04% | 0.05% | 284 | -137 | -24.25% | Q1 2026 | May 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 409 | 56 | 0.0% | 0.0% | 285 | +30 | 7.92% | Q1 2026 | Apr 30, 2026 |
| State of Wyoming | History | New | 404 | 55 | 0.01% | — | 286 | +404 | New | Q1 2026 | May 13, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 396 | 54 | 0.03% | 0.03% | 287 | +32 | 8.79% | Q1 2026 | May 04, 2026 |
| Bayforest Capital Ltd | History | Reduced | 382 | 52 | 0.06% | 0.22% | 288 | -1,385 | -78.38% | Q1 2026 | Apr 15, 2026 |
| AlphaQuest LLC | History | No change | 300 | 49 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 307 | 42 | 0.0% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 282 | 39 | 0.0% | 0.0% | 291 | -32 | -10.19% | Q1 2026 | Apr 07, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | New | 180 | 31 | 0.01% | — | 295 | +180 | New | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 225 | 31 | 0.0% | 0.0% | 293 | +13 | 6.13% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 192 | 31 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Lodestone Wealth Management LLC | History | No change | 228 | 31 | 0.01% | 0.02% | 294 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 200 | 27 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 187 | 25 | 0.0% | 0.0% | 297 | -130 | -41.01% | Q1 2026 | Apr 13, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 162 | 22 | 0.0% | 0.01% | 298 | -352 | -68.48% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 150 | 20 | 0.0% | 0.0% | 299 | +51 | 51.52% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | New | 135 | 18 | 0.0% | — | 300 | +135 | New | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 130 | 17 | 0.0% | 0.0% | 301 | -2 | -1.52% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 116 | 16 | 0.0% | 0.0% | 302 | -284 | -71.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | New | 119 | 16 | 0.0% | — | 304 | +119 | New | Q1 2026 | Apr 30, 2026 |
| Essential Partners LLC | History | Added to | 117 | 16 | 0.01% | 0.0% | 303 | +15 | 14.71% | Q1 2026 | May 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 103 | 14 | 0.0% | — | 306 | +103 | New | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 98 | 14 | 0.0% | 0.0% | 305 | -27 | -21.6% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Reduced | 91 | 12 | 0.0% | 0.0% | 307 | -4,686 | -98.1% | Q1 2026 | May 06, 2026 |
| Optiver Holding B.V. | History | Reduced | 87 | 12 | 0.0% | 0.0% | 310 | -48 | -35.56% | Q1 2026 | Jun 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 91 | 12 | 0.0% | 0.0% | 309 | -45 | -33.09% | Q1 2026 | Apr 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 91 | 12 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Reduced | 69 | 9 | 0.0% | 0.0% | 312 | -81 | -54.0% | Q1 2026 | Apr 06, 2026 |
| Signature Equity Partners, LLC | History | New | 68 | 9 | 0.0% | — | 315 | +68 | New | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 71 | 9 | 0.0% | 0.0% | 311 | -38 | -34.86% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 66 | 9 | 0.0% | 0.0% | 313 | +18 | 37.5% | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | Reduced | 68 | 9 | 0.0% | 0.0% | 314 | -4 | -5.56% | Q1 2026 | Apr 24, 2026 |
| Destiny Wealth Partners, LLC | History | New | 59 | 8 | 0.0% | — | 318 | +59 | New | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 64 | 8 | 0.0% | 0.0% | 317 | +18 | 39.13% | Q1 2026 | Jun 02, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 57 | 8 | 0.0% | 0.0% | 316 | -2 | -3.39% | Q1 2026 | Apr 28, 2026 |
| Fortitude Family Office, LLC | History | Added to | 57 | 7 | 0.0% | 0.0% | 319 | +9 | 18.75% | Q1 2026 | Apr 15, 2026 |
| True Wealth Design, LLC | History | New | 49 | 6 | 0.0% | — | 322 | +49 | New | Q1 2026 | Apr 13, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 44 | 6 | 0.0% | — | 321 | +44 | New | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| LRI Investments, LLC | History | Reduced | 42 | 5 | 0.0% | 0.0% | 323 | -1 | -2.33% | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 33 | 4 | 0.0% | — | 325 | +33 | New | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Added to | 32 | 4 | 0.0% | — | 324 | +29 | 966.67% | Q1 2026 | Apr 29, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 27 | 3 | 0.0% | 0.0% | 326 | -168 | -86.15% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 25 | 3 | 0.0% | 0.0% | 329 | -74 | -74.75% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 27 | 3 | 0.0% | 0.0% | 328 | -71 | -72.45% | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 22 | 3 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 16 | 2 | 0.0% | 0.0% | 330 | -25 | -60.98% | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 21 | 2 | 0.0% | — | 335 | +21 | New | Q1 2026 | Apr 13, 2026 |
| Truvestments Capital LLC | History | New | 21 | 2 | 0.0% | — | 336 | +21 | New | Q1 2026 | May 13, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | New | 20 | 2 | 0.0% | — | 338 | +20 | New | Q1 2026 | Apr 02, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 19 | 2 | 0.0% | — | 337 | +19 | New | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Added to | 16 | 2 | 0.0% | 0.0% | 334 | +5 | 45.45% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 15 | 2 | 0.0% | 0.0% | 332 | +3 | 25.0% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 16 | 2 | 0.0% | 0.0% | 333 | -3 | -15.79% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 18 | 2 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Activest Wealth Management | History | New | 10 | 1 | 0.0% | — | 346 | +10 | New | Q1 2026 | Apr 15, 2026 |
| JPL Wealth Management, LLC | History | New | 10 | 1 | 0.0% | — | 347 | +10 | New | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | Added to | 12 | 1 | 0.0% | — | 339 | +9 | 300.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 12 | 1 | 0.0% | 0.0% | 345 | -8 | -40.0% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 340 | -7 | -38.89% | Q1 2026 | Apr 20, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 13 | 1 | 0.0% | 0.0% | 341 | +3 | 30.0% | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | No change | 11 | 1 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WealthCollab, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Navigoe, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -547,629 | -100.0% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -239,550 | -100.0% | Q1 2026 | May 15, 2026 |
| Champlain Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -172,024 | -100.0% | Q1 2026 | May 13, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.08% | — | -93,654 | -100.0% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,239 | -100.0% | Q1 2026 | May 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.2% | — | -18,273 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -16,580 | -100.0% | Q1 2026 | May 14, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -14,700 | -100.0% | Q1 2026 | May 11, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -12,356 | -100.0% | Q1 2026 | May 15, 2026 |
| MAVERICK CAPITAL LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -9,383 | -100.0% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.17% | — | -6,681 | -100.0% | Q1 2026 | May 12, 2026 |
| Pullen Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -6,258 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -4,194 | -100.0% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.01% | — | -3,643 | -100.0% | Q1 2026 | Apr 16, 2026 |
| 1832 Asset Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,433 | -100.0% | Q1 2026 | May 06, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,350 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,255 | -100.0% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.01% | — | -1,955 | -100.0% | Q1 2026 | May 01, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,546 | -100.0% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,533 | -100.0% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.01% | — | -1,429 | -100.0% | Q1 2026 | May 12, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,339 | -100.0% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,282 | -100.0% | Q1 2026 | May 14, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,281 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,278 | -100.0% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,269 | -100.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,256 | -100.0% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,228 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -394 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -242 | -100.0% | Q1 2026 | May 13, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -53 | -91.38% | Q1 2026 | May 06, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | Apr 23, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 01, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 04, 2026 |
| ALBION FINANCIAL GROUP /UT | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q1 2026 | Apr 14, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 2 | 0 | — | — | — | -4 | -66.67% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 28, 2026 |
| WPG Advisers, LLC | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q1 2026 | Apr 29, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| SHP Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 01, 2026 |
| Sound Income Strategies, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 27, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunrise Financial Services, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |