NCR Atleos Corp - NATL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 10,580,974 | 461,118 | 0.01% | 0.01% | 1 | +43,365 | 0.41% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 8,046,635 | 306,657 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,227,222 | 184,222 | 0.01% | — | 3 | +4,227,222 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,315,121 | 144,472 | 0.0% | — | 4 | +3,315,121 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,826,262 | 123,168 | 0.0% | 0.0% | 5 | +34,011 | 1.22% | Q1 2026 | May 15, 2026 |
| Engine Capital Management, LP | History | No change | 2,581,525 | 112,502 | 13.58% | 13.58% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,114,418 | 92,146 | 0.31% | 0.29% | 7 | -75,449 | -3.45% | Q1 2026 | May 14, 2026 |
| Fourth Sail Capital LP | History | Added to | 2,028,605 | 88,406 | 14.53% | 5.39% | 8 | +1,147,037 | 130.11% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,861,433 | 81,121 | 0.01% | 0.0% | 9 | +1,237,227 | 198.21% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,757,594 | 76,610 | 0.0% | 0.0% | 10 | +51,565 | 3.02% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,636,083 | 71,292 | 0.01% | 0.01% | 11 | +58,745 | 3.72% | Q1 2026 | May 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,615,758 | 70,414 | 0.05% | 0.05% | 12 | -860,690 | -34.76% | Q1 2026 | May 15, 2026 |
| ALTA FOX CAPITAL MANAGEMENT, LLC | History | Reduced | 1,560,889 | 68,023 | 18.01% | 16.0% | 13 | -389,992 | -19.99% | Q1 2026 | May 15, 2026 |
| Coliseum Capital Management, LLC | History | Reduced | 1,524,725 | 66,447 | 5.45% | 8.03% | 14 | -1,046,423 | -40.7% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,234,097 | 53,781 | 0.01% | 0.01% | 15 | -164,650 | -11.77% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,224,642 | 53,369 | 0.01% | 0.0% | 16 | +332,003 | 37.19% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,175,419 | 51,224 | 0.08% | 0.11% | 17 | -873,537 | -42.63% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 1,118,522 | 42,626 | 0.01% | 0.04% | 18 | -2,128,348 | -65.55% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Added to | 978,077 | 42,624 | 0.01% | 0.0% | 19 | +295,516 | 43.3% | Q1 2026 | May 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 901,399 | 39,283 | 0.08% | 0.09% | 20 | -196,600 | -17.91% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 887,763 | 38,688 | 0.02% | 0.0% | 21 | +870,807 | 5135.69% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 878,667 | 38,292 | 0.0% | 0.0% | 22 | -289,609 | -24.79% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 832,396 | 36,275 | 0.0% | 0.0% | 23 | -66,749 | -7.42% | Q1 2026 | May 14, 2026 |
| AQR Arbitrage LLC | History | New | 784,236 | 33,722 | 0.55% | — | 24 | +784,236 | New | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 737,780 | 32,152 | 0.04% | 0.0% | 25 | +736,805 | 75569.74% | Q1 2026 | May 14, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 730,349 | 31,828 | 0.35% | — | 26 | +730,349 | New | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 623,371 | 27,166 | 0.04% | — | 27 | +623,371 | New | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 558,192 | 24,326 | 0.06% | — | 28 | +558,192 | New | Q1 2026 | May 14, 2026 |
| BREACH INLET CAPITAL MANAGEMENT, LLC | History | Added to | 542,663 | 23,649 | 7.76% | 6.59% | 29 | +175,764 | 47.91% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Added to | 539,786 | 23,523 | 0.09% | 0.04% | 30 | +269,271 | 99.54% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | New | 520,980 | 22,712 | 0.02% | — | 31 | +520,980 | New | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 512,710 | 22,343 | 0.01% | — | 32 | +512,710 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 494,689 | 21,558 | 0.01% | 0.0% | 33 | +247,430 | 100.07% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 481,868 | 20,999 | 0.02% | — | 34 | +481,868 | New | Q1 2026 | May 15, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | New | 474,800 | 20,691 | 1.22% | — | 35 | +474,800 | New | Q1 2026 | Apr 21, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 449,910 | 19,607 | 0.0% | 0.0% | 36 | -19,836 | -4.22% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 445,139 | 19,399 | 0.0% | 0.0% | 37 | +137,098 | 44.51% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 422,525 | 18,413 | 0.0% | 0.01% | 38 | -381,429 | -47.44% | Q1 2026 | Apr 30, 2026 |
| Man Group plc | History | New | 410,000 | 17,867 | 0.03% | — | 39 | +410,000 | New | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 401,456 | 17,495 | 1.68% | 1.37% | 40 | +13,048 | 3.36% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | New | 382,019 | 16,648 | 0.02% | — | 41 | +382,019 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 361,335 | 15,746 | 0.01% | 0.01% | 42 | +7,963 | 2.25% | Q1 2026 | May 04, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 357,357 | 15,573 | 0.08% | 0.07% | 43 | -33,234 | -8.51% | Q1 2026 | May 26, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 344,559 | 15,015 | 0.15% | 0.17% | 44 | -87,857 | -20.32% | Q1 2026 | May 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 326,540 | 14,230 | 0.06% | 0.04% | 45 | +80,551 | 32.75% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 312,646 | 13,321 | 0.0% | 0.0% | 46 | +196,030 | 168.1% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 292,049 | 12,727 | 0.0% | 0.0% | 47 | -2,361 | -0.8% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 264,363 | 11,520 | 0.04% | 0.03% | 48 | +8,579 | 3.35% | Q1 2026 | May 13, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | Reduced | 226,833 | 9,885 | 1.65% | 4.02% | 49 | -394,701 | -63.5% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 219,441 | 9,589 | 0.02% | 0.02% | 50 | -165,152 | -42.94% | Q1 2026 | Apr 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 211,815 | 9,230 | 0.0% | 0.0% | 51 | +141,658 | 201.92% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 210,974 | 9,194 | 0.01% | 0.01% | 52 | +9,219 | 4.57% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 202,442 | 8,822 | 0.01% | 0.0% | 53 | +96,147 | 90.45% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 201,195 | 8,768 | 0.02% | 0.03% | 54 | -60,480 | -23.11% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 200,696 | 8,746 | 0.01% | 0.01% | 55 | +4,385 | 2.23% | Q1 2026 | May 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 196,716 | 8,572 | 0.18% | 0.13% | 56 | +34,518 | 21.28% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 194,551 | 8,478 | 0.03% | 0.03% | 57 | +5,456 | 2.89% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 191,068 | 8,326 | 0.0% | 0.0% | 58 | +113,843 | 147.42% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 188,929 | 8,233 | 0.0% | 0.0% | 59 | +2,645 | 1.42% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 180,664 | 7,873 | 0.01% | 0.01% | 60 | +67,331 | 59.41% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 177,877 | 7,751 | 0.0% | 0.0% | 61 | -13,388 | -7.0% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 169,133 | 7,370 | 0.0% | 0.0% | 62 | -244,077 | -59.07% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 165,283 | 7,203 | 0.0% | 0.0% | 63 | -2,250,862 | -93.16% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 161,733 | 7,048 | 0.0% | 0.0% | 64 | +36,916 | 29.58% | Q1 2026 | May 13, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 156,850 | 6,835 | 4.08% | 3.42% | 65 | -1,300 | -0.82% | Q1 2026 | May 05, 2026 |
| Kintayl Capital LP | History | New | 155,226 | 6,764 | 3.52% | — | 66 | +155,226 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 146,180 | 6,370 | 0.0% | 0.0% | 67 | +6,000 | 4.28% | Q1 2026 | May 07, 2026 |
| Glendon Capital Management LP | History | No change | 143,500 | 6,253 | 0.78% | 0.33% | 68 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 138,281 | 6,026 | 0.14% | — | 69 | +138,281 | New | Q1 2026 | May 14, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 144,391 | 5,502 | 0.04% | 0.04% | 70 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 124,706 | 5,434 | 0.0% | 0.0% | 71 | -6,715 | -5.11% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 118,919 | 5,182 | 0.4% | 0.22% | 72 | +40,066 | 50.81% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 117,470 | 5,119 | 0.0% | 0.0% | 73 | +51,270 | 77.45% | Q1 2026 | May 12, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 114,131 | 4,973 | 0.03% | 0.03% | 74 | -3,965 | -3.36% | Q1 2026 | May 14, 2026 |
| First Pacific Advisors, LP | History | Reduced | 110,933 | 4,834 | 0.07% | 1.02% | 75 | -1,929,767 | -94.56% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 109,928 | 4,790 | 0.0% | 0.0% | 76 | +22,627 | 25.92% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 110,561 | 4,754 | 0.0% | 0.0% | 77 | -10,323 | -8.54% | Q1 2026 | May 15, 2026 |
| Villanova Investment Management Co LLC | History | Reduced | 105,263 | 4,587 | 4.7% | 4.62% | 78 | -66,746 | -38.8% | Q1 2026 | May 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 104,218 | 4,541 | 0.01% | 0.0% | 79 | +24,135 | 30.14% | Q1 2026 | May 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 94,877 | 4,134 | 0.01% | 0.02% | 80 | -108,168 | -53.27% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 91,357 | 3,981 | 0.0% | 0.0% | 81 | -1,907 | -2.04% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 85,684 | 3,734 | 0.0% | 0.0% | 82 | -46,383 | -35.12% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 84,399 | 3,678 | 0.01% | 0.01% | 83 | -10,996 | -11.53% | Q1 2026 | Apr 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 82,966 | 3,615 | 0.0% | 0.0% | 84 | +13,630 | 19.66% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 81,500 | 3,551 | 0.01% | — | 85 | +81,500 | New | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 81,485 | 3,550 | 0.0% | 0.0% | 86 | +49,200 | 152.39% | Q1 2026 | May 18, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 80,911 | 3,527 | 0.0% | 0.0% | 87 | +13,295 | 19.66% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 80,501 | 3,508 | 0.0% | 0.0% | 88 | +19,365 | 31.68% | Q1 2026 | May 06, 2026 |
| Point72 Asset Management, L.P. | History | New | 78,699 | 3,429 | 0.0% | — | 89 | +78,699 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 76,042 | 3,313 | 0.0% | 0.0% | 90 | -31,990 | -29.61% | Q1 2026 | May 13, 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP | History | New | 75,000 | 3,268 | 1.78% | — | 91 | +75,000 | New | Q1 2026 | May 15, 2026 |
| Hodges Capital Management Inc. | History | Reduced | 73,800 | 3,216 | 0.27% | 0.28% | 92 | -11,900 | -13.89% | Q1 2026 | Apr 28, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 73,571 | 3,206 | 0.03% | — | 93 | +73,571 | New | Q1 2026 | May 07, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 70,000 | 3,050 | 0.0% | — | 94 | +70,000 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 66,143 | 2,882 | 0.01% | 0.01% | 95 | -8,702 | -11.63% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 64,303 | 2,802 | 0.0% | — | 96 | +64,303 | New | Q1 2026 | May 08, 2026 |
| XY Capital Ltd | History | New | 62,000 | 2,701 | 2.68% | — | 97 | +62,000 | New | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 61,143 | 2,664 | 0.0% | 0.0% | 98 | -7,017 | -10.29% | Q1 2026 | May 08, 2026 |
| Caption Management, LLC | History | New | 60,900 | 2,654 | 0.02% | — | 99 | +60,900 | New | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 57,335 | 2,498 | 0.02% | 0.02% | 100 | -5,628 | -8.94% | Q1 2026 | May 11, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 53,418 | 2,328 | 0.04% | 0.01% | 101 | +39,570 | 285.75% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 53,254 | 2,320 | 0.01% | — | 102 | +53,254 | New | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | Added to | 50,000 | 2,179 | 0.01% | 0.0% | 103 | +39,674 | 384.21% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 49,329 | 2,150 | 0.0% | 0.0% | 104 | -1,453 | -2.86% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 47,431 | 2,067 | 0.01% | 0.0% | 105 | +1,264 | 2.74% | Q1 2026 | Apr 22, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 46,963 | 2,045 | 0.02% | 0.02% | 106 | -1,148 | -2.39% | Q1 2026 | Apr 20, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 45,358 | 1,976 | 0.01% | — | 107 | +45,358 | New | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 45,305 | 1,974 | 0.02% | 0.02% | 108 | +7,593 | 20.13% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,486 | 1,851 | 0.0% | 0.0% | 109 | +1,858 | 4.57% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 41,685 | 1,816 | 0.0% | 0.0% | 110 | -2,839 | -6.38% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 40,213 | 1,752 | 0.0% | 0.0% | 111 | +4,411 | 12.32% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 40,158 | 1,750 | 0.01% | 0.01% | 112 | -1,472 | -3.54% | Q1 2026 | May 14, 2026 |
| HighVista Strategies LLC | History | New | 40,100 | 1,747 | 0.48% | — | 113 | +40,100 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 39,442 | 1,718 | 0.0% | 0.0% | 114 | +38,954 | 7982.38% | Q1 2026 | May 01, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 38,939 | 1,696 | 0.19% | — | 115 | +38,939 | New | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 37,598 | 1,638 | 0.13% | 0.11% | 116 | +5,450 | 16.95% | Q1 2026 | Apr 23, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 37,554 | 1,636 | 0.02% | 0.02% | 117 | -1,528 | -3.91% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 37,377 | 1,628 | 0.0% | 0.0% | 118 | -15,087 | -28.76% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 37,200 | 1,621 | 0.0% | 0.0% | 119 | +30,252 | 435.41% | Q1 2026 | May 14, 2026 |
| Jones Kertz & Associates, Inc. | History | Reduced | 35,620 | 1,552 | 0.82% | 0.74% | 120 | -2,390 | -6.29% | Q1 2026 | Apr 23, 2026 |
| NATIXIS | History | New | 35,400 | 1,542 | 0.01% | — | 121 | +35,400 | New | Q1 2026 | May 14, 2026 |
| Blackstone Inc. | History | New | 35,263 | 1,536 | 0.01% | — | 122 | +35,263 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 39,400 | 1,501 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMERICA BANK | History | No change | 39,258 | 1,496 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 34,323 | 1,495 | 0.0% | 0.0% | 125 | +266 | 0.78% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 33,392 | 1,455 | 0.0% | 0.0% | 126 | -53,269 | -61.47% | Q1 2026 | May 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 33,012 | 1,438 | 0.01% | 0.01% | 127 | -74 | -0.22% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 32,800 | 1,429 | 0.03% | 0.02% | 128 | -1,100 | -3.24% | Q1 2026 | Apr 20, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 30,665 | 1,336 | 0.07% | 0.07% | 129 | -1,690 | -5.22% | Q1 2026 | Apr 17, 2026 |
| Vanguard Global Advisers, LLC | History | New | 30,315 | 1,321 | 0.0% | — | 130 | +30,315 | New | Q1 2026 | May 08, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 30,000 | 1,307 | 0.13% | 0.11% | 131 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 29,794 | 1,298 | 0.0% | 0.0% | 132 | +16,423 | 122.83% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 29,201 | 1,272 | 0.0% | 0.0% | 133 | +5,905 | 25.35% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | New | 28,480 | 1,241 | 0.02% | — | 134 | +28,480 | New | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 28,200 | 1,229 | 0.0% | 0.0% | 135 | +9,600 | 51.61% | Q1 2026 | May 15, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | No change | 27,908 | 1,216 | 0.51% | 0.45% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | New | 26,593 | 1,153 | 0.0% | — | 137 | +26,593 | New | Q1 2026 | Apr 30, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 25,785 | 1,100 | 0.08% | 0.19% | 138 | -56,336 | -68.6% | Q1 2026 | May 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 25,100 | 1,094 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 24,824 | 1,081 | 0.02% | — | 140 | +24,824 | New | Q1 2026 | Apr 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 24,549 | 1,069 | 0.0% | 0.01% | 141 | -208,306 | -89.46% | Q1 2026 | May 06, 2026 |
| VARCOV Co. | History | New | 24,509 | 1,068 | 0.4% | — | 142 | +24,509 | New | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 24,500 | 1,067 | 0.0% | 0.0% | 143 | -2,100 | -7.89% | Q1 2026 | Apr 24, 2026 |
| WINTON GROUP Ltd | History | Added to | 23,281 | 1,014 | 0.04% | 0.03% | 144 | +665 | 2.94% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 21,898 | 954 | 0.0% | 0.0% | 145 | -12,569 | -36.47% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,724 | 946 | 0.0% | 0.0% | 146 | +5,103 | 30.7% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 21,255 | 926 | 0.01% | 0.01% | 147 | -115 | -0.54% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 21,013 | 916 | 0.0% | 0.0% | 148 | +3,974 | 23.32% | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 21,000 | 915 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 20,951 | 912 | 0.0% | 0.0% | 150 | -9,824 | -31.92% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 20,900 | 910 | 0.0% | 0.0% | 151 | +398 | 1.94% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 20,319 | 885 | 0.01% | 0.0% | 152 | -125 | -0.61% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 20,302 | 884 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 20,000 | 871 | 0.02% | — | 154 | +20,000 | New | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,701 | 858 | 0.01% | 0.01% | 155 | -245 | -1.23% | Q1 2026 | Apr 24, 2026 |
| Amundi | History | Added to | 19,683 | 857 | 0.0% | 0.0% | 156 | +7,124 | 56.72% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Added to | 19,656 | 856 | 0.0% | 0.0% | 157 | +5,401 | 37.89% | Q1 2026 | Apr 24, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 21,892 | 834 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 19,002 | 828 | 0.01% | — | 159 | +19,002 | New | Q1 2026 | May 04, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,674 | 813 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Added to | 18,608 | 810 | 0.01% | 0.01% | 161 | +121 | 0.65% | Q1 2026 | May 12, 2026 |
| PEAK6 LLC | History | Reduced | 18,400 | 801 | 0.0% | 0.0% | 162 | -11,649 | -38.77% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 18,371 | 800 | 0.0% | — | 164 | +18,371 | New | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,362 | 800 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 18,276 | 796 | 0.0% | 0.0% | 165 | -20 | -0.11% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 17,555 | 765 | 0.0% | 0.0% | 166 | -24,164 | -57.92% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 16,983 | 740 | 0.0% | 0.0% | 167 | -438 | -2.51% | Q1 2026 | May 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 16,926 | 737 | 0.01% | 0.01% | 168 | +59 | 0.35% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,100 | 701 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 15,924 | 693 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,624 | 680 | 0.01% | 0.01% | 171 | -8,508 | -35.26% | Q1 2026 | May 08, 2026 |
| K.J. Harrison & Partners Inc | History | Reduced | 14,225 | 619 | 0.1% | 0.08% | 172 | -2,000 | -12.33% | Q1 2026 | Apr 28, 2026 |
| ALLSTATE CORP | History | New | 12,828 | 559 | 0.01% | — | 173 | +12,828 | New | Q1 2026 | May 11, 2026 |
| Fractal Investments LLC | History | No change | 12,700 | 553 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Versor Investments LP | History | Reduced | 12,551 | 546 | 1.34% | 0.08% | 175 | -549 | -4.19% | Q1 2026 | May 12, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 11,834 | 515 | 0.13% | — | 176 | +11,834 | New | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 11,683 | 509 | 0.0% | 0.0% | 177 | -5,092 | -30.35% | Q1 2026 | Apr 24, 2026 |
| Community Bank of Raymore | History | No change | 11,425 | 497 | 0.33% | 0.3% | 178 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 11,086 | 491 | 0.03% | — | 179 | +11,086 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 12,827 | 488 | 0.03% | 0.03% | 180 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Maryland State Retirement & Pension System | History | No change | 10,798 | 470 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,764 | 469 | 0.0% | 0.0% | 182 | +215 | 2.04% | Q1 2026 | Apr 22, 2026 |
| PenderFund Capital Management Ltd. | History | New | 10,700 | 466 | 0.07% | — | 183 | +10,700 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | No change | 10,443 | 455 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 10,400 | 453 | 0.38% | 0.32% | 185 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SG Americas Securities, LLC | History | Reduced | 10,327 | 450 | 0.0% | 0.0% | 186 | -10,431 | -50.25% | Q1 2026 | Apr 16, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 10,000 | 435 | 0.01% | — | 187 | +10,000 | New | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 9,552 | 416 | 0.0% | — | 188 | +9,552 | New | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Reduced | 9,500 | 414 | 0.0% | 0.0% | 189 | -22,222 | -70.05% | Q1 2026 | May 06, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 9,227 | 402 | 0.0% | 0.0% | 190 | -20,936 | -69.41% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,213 | 401 | 0.0% | 0.0% | 191 | +233 | 2.59% | Q1 2026 | May 05, 2026 |
| Tidal Investments LLC | History | New | 9,139 | 398 | 0.0% | — | 192 | +9,139 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 8,560 | 373 | 0.0% | 0.0% | 193 | -203 | -2.32% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 8,458 | 368 | 0.0% | 0.0% | 194 | +11 | 0.13% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,234 | 359 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,227 | 358 | 0.0% | 0.0% | 196 | -3,639 | -30.67% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | New | 8,095 | 352 | 0.02% | — | 197 | +8,095 | New | Q1 2026 | May 15, 2026 |
| GROUPAMA ASSET MANAGMENT | History | No change | 7,851 | 342 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 7,821 | 340 | 0.0% | 0.0% | 199 | +2,303 | 41.74% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 7,789 | 339 | 0.0% | — | 200 | +7,789 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,748 | 337 | 0.01% | 0.02% | 201 | -14,737 | -65.54% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 7,700 | 335 | 0.0% | 0.0% | 202 | -865 | -10.1% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 7,300 | 318 | 0.0% | 0.0% | 203 | -15,300 | -67.7% | Q1 2026 | May 05, 2026 |
| CenterBook Partners LP | History | Reduced | 7,113 | 309 | 0.02% | 0.03% | 204 | -10,698 | -60.06% | Q1 2026 | May 05, 2026 |
| Round Rock Advisors LLC | History | Added to | 6,979 | 304 | 0.05% | 0.04% | 205 | +51 | 0.74% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 6,870 | 299 | 0.0% | 0.0% | 206 | +1,087 | 18.8% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 6,644 | 289 | 0.0% | 0.0% | 207 | -2,248 | -25.28% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,122 | 266 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,459 | 236 | 0.0% | 0.0% | 209 | -212 | -3.74% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,388 | 234 | 0.0% | — | 210 | +5,388 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 5,353 | 233 | 0.0% | 0.0% | 211 | +54 | 1.02% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,234 | 228 | 0.0% | — | 212 | +5,234 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,047 | 219 | 0.01% | 0.0% | 213 | +2,705 | 115.5% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 5,028 | 219 | 0.0% | 0.0% | 214 | +1,741 | 52.97% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Reduced | 5,043 | 219 | 0.01% | 0.01% | 215 | -115 | -2.23% | Q1 2026 | Apr 29, 2026 |
| Legacy Advisors, LLC | History | New | 5,000 | 217 | 0.03% | — | 216 | +5,000 | New | Q1 2026 | May 05, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 4,961 | 216 | 0.0% | — | 217 | +4,961 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,777 | 208 | 0.0% | 0.0% | 218 | -59 | -1.22% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 4,620 | 201 | 0.0% | — | 219 | +4,620 | New | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,550 | 198 | 0.0% | 0.0% | 220 | +2 | 0.04% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 4,400 | 191 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 4,333 | 188 | 0.02% | 0.02% | 222 | -1,438 | -24.92% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,977 | 173 | 0.01% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 3,792 | 165 | 0.02% | 0.01% | 224 | +23 | 0.61% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,541 | 154 | 0.0% | 0.0% | 225 | -2,859 | -44.67% | Q1 2026 | May 14, 2026 |
| Hanson & Doremus Investment Management | History | Added to | 3,406 | 148 | 0.02% | 0.01% | 226 | +550 | 19.26% | Q1 2026 | Apr 17, 2026 |
| GAMMA Investing LLC | History | Added to | 3,211 | 139 | 0.01% | 0.01% | 227 | +48 | 1.52% | Q1 2026 | Apr 06, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 3,100 | 135 | 0.0% | 0.0% | 228 | -1,979 | -38.96% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,909 | 126 | 0.0% | 0.0% | 229 | +83 | 2.94% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,876 | 125 | 0.0% | 0.01% | 230 | -46,057 | -94.12% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 2,306 | 100 | 0.0% | 0.0% | 231 | -276 | -10.69% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 2,121 | 92 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,909 | 81 | 0.0% | 0.0% | 233 | -104 | -5.17% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,559 | 67 | 0.0% | 0.0% | 234 | -106 | -6.37% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,473 | 64 | 0.0% | 0.0% | 235 | -6,216 | -80.84% | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 1,400 | 59 | 0.0% | 0.0% | 236 | +600 | 75.0% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,197 | 52 | 0.0% | 0.0% | 237 | +1,126 | 1585.92% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,090 | 47 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,210 | 46 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,027 | 44 | 0.0% | 0.0% | 241 | +319 | 45.06% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,015 | 44 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 859 | 37 | 0.0% | 0.0% | 242 | +222 | 34.85% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 836 | 36 | 0.02% | 0.04% | 243 | -926 | -52.55% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Added to | 707 | 30 | 0.0% | 0.0% | 244 | +518 | 274.07% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 681 | 29 | 0.0% | 0.0% | 245 | -336 | -33.04% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 643 | 28 | 0.0% | 0.0% | 247 | +457 | 245.7% | Q1 2026 | Apr 27, 2026 |
| Allworth Financial LP | History | Added to | 652 | 28 | 0.0% | 0.0% | 246 | +57 | 9.58% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 615 | 26 | 0.0% | 0.0% | 248 | +375 | 156.25% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 600 | 26 | 0.0% | 0.0% | 249 | +136 | 29.31% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 690 | 26 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 575 | 25 | 0.0% | 0.0% | 251 | +218 | 61.06% | Q1 2026 | May 01, 2026 |
| Versant Capital Management, Inc | History | Added to | 580 | 25 | 0.0% | 0.0% | 252 | +26 | 4.69% | Q1 2026 | Apr 06, 2026 |
| FIRST HORIZON CORP | History | Reduced | 489 | 21 | 0.0% | 0.0% | 253 | -213 | -30.34% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Added to | 475 | 20 | 0.0% | 0.0% | 254 | +3 | 0.64% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | No change | 448 | 19 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Added to | 420 | 18 | 0.0% | 0.0% | 256 | +34 | 8.81% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 426 | 18 | 0.0% | 0.0% | 257 | -22 | -4.91% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | Reduced | 384 | 16 | 0.0% | 0.0% | 258 | -170 | -30.69% | Q1 2026 | May 13, 2026 |
| WFA of San Diego, LLC | History | Reduced | 375 | 16 | 0.01% | 0.01% | 259 | -76 | -16.85% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 353 | 15 | 0.0% | 0.0% | 260 | -148 | -29.54% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 341 | 14 | 0.0% | 0.0% | 261 | -6,982 | -95.34% | Q1 2026 | May 15, 2026 |
| Community Financial Services Group, LLC | History | New | 323 | 14 | 0.0% | — | 263 | +323 | New | Q1 2026 | Apr 08, 2026 |
| Quent Capital, LLC | History | Reduced | 325 | 14 | 0.0% | 0.0% | 262 | -23 | -6.61% | Q1 2026 | Apr 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 320 | 13 | 0.0% | 0.0% | 264 | -3,750 | -92.14% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 298 | 13 | 0.0% | 0.0% | 265 | +32 | 12.03% | Q1 2026 | Apr 07, 2026 |
| LRI Investments, LLC | History | Added to | 318 | 13 | 0.0% | 0.0% | 266 | +14 | 4.61% | Q1 2026 | Apr 30, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 262 | 11 | 0.0% | — | 269 | +262 | New | Q1 2026 | May 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 258 | 11 | 0.0% | 0.0% | 268 | -50 | -16.23% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 260 | 11 | 0.0% | 0.0% | 267 | +5 | 1.96% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 250 | 10 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 235 | 10 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DV EQUITIES, LLC | History | No change | 241 | 9 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Spire Wealth Management | History | No change | 224 | 9 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MOTCO | History | No change | 200 | 8 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Purpose Unlimited Inc. | History | No change | 171 | 7 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 158 | 6 | 0.0% | — | 279 | +158 | New | Q1 2026 | May 19, 2026 |
| IFP Advisors, Inc | History | Reduced | 151 | 6 | 0.0% | 0.0% | 277 | -51 | -25.25% | Q1 2026 | Apr 13, 2026 |
| WEBSTER BANK, N. A. | History | No change | 146 | 6 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 142 | 6 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bare Financial Services, Inc | History | Added to | 126 | 5 | 0.0% | — | 283 | +111 | 740.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 123 | 5 | 0.0% | 0.0% | 281 | -67 | -35.26% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 137 | 5 | 0.0% | 0.0% | 280 | +41 | 42.71% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Essential Partners LLC | History | No change | 119 | 5 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 100 | 4 | 0.0% | — | 287 | +100 | New | Q1 2026 | Apr 09, 2026 |
| United Financial Planning Group LLC | History | New | 95 | 4 | 0.0% | — | 289 | +95 | New | Q1 2026 | May 08, 2026 |
| Hickory Point Bank & Trust | History | New | 93 | 4 | 0.0% | — | 288 | +93 | New | Q1 2026 | Apr 03, 2026 |
| Parallel Advisors, LLC | History | Added to | 97 | 4 | 0.0% | 0.0% | 285 | +40 | 70.18% | Q1 2026 | Jun 02, 2026 |
| SHP Wealth Management | History | No change | 102 | 4 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 82 | 3 | 0.0% | — | 297 | +75 | 1071.43% | Q1 2026 | May 15, 2026 |
| True Link Financial Advisors, LLC | History | New | 71 | 3 | 0.0% | — | 299 | +71 | New | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 69 | 3 | 0.0% | — | 298 | +69 | New | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 82 | 3 | 0.0% | 0.0% | 291 | -43 | -34.4% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 81 | 3 | 0.0% | 0.0% | 294 | +16 | 24.62% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 84 | 3 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| First Command Advisory Services, Inc. | History | No change | 75 | 3 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WPG Advisers, LLC | History | No change | 86 | 3 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Reduced | 58 | 2 | 0.0% | 0.0% | 301 | -306 | -84.07% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Reduced | 46 | 2 | 0.0% | 0.0% | 307 | -67 | -59.29% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | New | 57 | 2 | 0.0% | — | 309 | +57 | New | Q1 2026 | Apr 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 62 | 2 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | No change | 67 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Group Advisors, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 49 | 2 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Caldwell Trust Co | History | No change | 57 | 2 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 50 | 2 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 44 | 1 | 0.0% | — | 327 | +44 | New | Q1 2026 | Apr 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 43 | 1 | 0.0% | — | 330 | +43 | New | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 34 | 1 | 0.0% | — | 328 | +34 | New | Q1 2026 | May 08, 2026 |
| Napier Financial, LLC | History | New | 28 | 1 | 0.0% | — | 329 | +28 | New | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 38 | 1 | 0.0% | — | 311 | +13 | 52.0% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 31 | 1 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Manchester Capital Management LLC | History | No change | 25 | 1 | 0.0% | — | 312 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 44 | 1 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 25 | 1 | 0.0% | — | 315 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 25 | 1 | 0.0% | — | 316 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 29 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Scarborough Advisors, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 35 | 1 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Lodestone Wealth Management LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MRP Capital Investments, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ORG Partners LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PFS Partners, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.02% | — | -1,255,678 | -100.0% | Q1 2026 | May 14, 2026 |
| Lead Edge Capital Management, LLC | History | Closed out | 0 | 0 | — | 7.51% | — | -768,415 | -100.0% | Q1 2026 | May 15, 2026 |
| Penn Capital Management Company, LLC | History | Closed out | 0 | 0 | — | 0.98% | — | -321,200 | -100.0% | Q1 2026 | May 06, 2026 |
| JCP Investment Management, LLC | History | Closed out | 0 | 0 | — | 8.69% | — | -288,602 | -100.0% | Q1 2026 | May 15, 2026 |
| Pillsbury Lake Capital LLC | History | Closed out | 0 | 0 | — | 3.57% | — | -268,088 | -100.0% | Q1 2026 | May 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 1.46% | — | -250,950 | -100.0% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -193,746 | -100.0% | Q1 2026 | May 12, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -125,738 | -100.0% | Q1 2026 | May 07, 2026 |
| Fremen Capital Management LP | History | Closed out | 0 | 0 | — | 2.76% | — | -88,376 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.03% | — | -86,737 | -100.0% | Q1 2026 | May 15, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Closed out | 0 | 0 | — | 2.43% | — | -46,000 | -100.0% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -39,092 | -100.0% | Q1 2026 | May 05, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -36,776 | -100.0% | Q1 2026 | May 15, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -31,842 | -100.0% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.25% | — | -24,704 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -22,615 | -100.0% | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -12,804 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -12,765 | -100.0% | Q1 2026 | May 05, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,600 | -100.0% | Q1 2026 | May 08, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -9,797 | -100.0% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -8,352 | -100.0% | Q1 2026 | May 12, 2026 |
| Greenland Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -5,478 | -100.0% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,468 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Ensign Peak Advisors, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,150 | -100.0% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -3,511 | -100.0% | Q1 2026 | May 13, 2026 |
| Investors Research Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -1,550 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,342 | -100.0% | Q1 2026 | Apr 30, 2026 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q1 2026 | May 11, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 21 | 0 | — | 0.0% | — | -64 | -75.29% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 20 | 0 | — | — | — | +18 | 900.0% | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | Added to | 19 | 0 | — | — | — | +18 | 1800.0% | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 29, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Synergy Investment Management, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 11, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 08, 2026 |
| Leo H. Evart, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 12 | 0 | — | — | — | +6 | 100.0% | Q1 2026 | Apr 21, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 08, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| Main Street Group, LTD | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -2 | -50.0% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Godfrey Financial Associates, Inc. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 11, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| COUNTRY TRUST BANK | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TD Capital Management LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Pacific Center for Financial Services | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| McIlrath & Eck, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Front Row Advisors LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Triumph Capital Management | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SJS Investment Consulting Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| WealthCollab, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Graney & King, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Whipplewood Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ankerstar Wealth, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| McMillan Office, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |