National Bank Holdings Corp - NBHC
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.
Details.
Rows: 0
| 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 | 5,512,754 | 215,879 | 0.0% | 0.0% | 1 | +96,062 | 1.77% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,099,425 | 155,819 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,589,592 | 101,408 | 0.01% | — | 3 | +2,589,592 | New | Q1 2026 | May 08, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | New | 2,474,861 | 96,915 | 0.32% | — | 4 | +2,474,861 | New | Q1 2026 | May 08, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,243,988 | 87,874 | 0.02% | 0.01% | 5 | +958,445 | 74.56% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,177,377 | 85,266 | 0.0% | 0.0% | 6 | +288,492 | 15.27% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,100,944 | 82,271 | 0.02% | 0.02% | 7 | +40,669 | 1.97% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,846,848 | 72,322 | 0.0% | — | 8 | +1,846,848 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,544,528 | 60,483 | 0.01% | 0.0% | 9 | +1,077,816 | 230.94% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 1,420,890 | 55,642 | 0.41% | 0.46% | 10 | -68,501 | -4.6% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 1,175,377 | 46,028 | 0.03% | 0.02% | 11 | +716,586 | 156.19% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 1,062,271 | 41,598 | 0.79% | 0.85% | 12 | -100,161 | -8.62% | Q1 2026 | Apr 24, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,015,064 | 39,759 | 0.0% | 0.0% | 13 | +113,319 | 12.57% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 885,370 | 34,671 | 0.5% | 0.47% | 14 | -30,921 | -3.37% | Q1 2026 | May 22, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 794,100 | 31,096 | 0.05% | 0.05% | 15 | -18,900 | -2.32% | Q1 2026 | May 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 683,881 | 26,780 | 0.57% | 0.41% | 16 | +178,548 | 35.33% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 639,220 | 25,031 | 0.01% | 0.01% | 17 | +10,693 | 1.7% | Q1 2026 | Apr 30, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 581,191 | 22,764 | 1.41% | 1.41% | 18 | -92,453 | -13.72% | Q1 2026 | May 15, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Added to | 575,676 | 22,543 | 5.11% | 1.85% | 19 | +400,478 | 228.59% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 572,733 | 22,428 | 0.02% | 0.01% | 20 | +306,113 | 114.81% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 572,276 | 22,410 | 0.0% | 0.0% | 21 | +507,605 | 784.9% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 568,100 | 22,246 | 0.04% | 0.05% | 22 | -211,900 | -27.17% | Q1 2026 | May 14, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 519,920 | 20,360 | 1.0% | 1.03% | 23 | -14,291 | -2.68% | Q1 2026 | Apr 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 502,138 | 19,663 | 0.01% | 0.01% | 24 | +72,060 | 16.76% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 469,694 | 18,393 | 0.01% | 0.0% | 25 | +445,915 | 1875.25% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 451,750 | 17,690 | 0.02% | 0.02% | 26 | +46,586 | 11.5% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 427,393 | 16,736 | 0.0% | 0.0% | 27 | +35,642 | 9.1% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 396,528 | 15,528 | 0.0% | 0.0% | 28 | -108,157 | -21.43% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 345,133 | 13,515 | 0.01% | 0.01% | 29 | -68,269 | -16.51% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 344,130 | 13,476 | 0.0% | 0.0% | 30 | -54,386 | -13.65% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 343,744 | 13,461 | 0.0% | 0.0% | 31 | +11,010 | 3.31% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 337,005 | 13,197 | 0.01% | 0.01% | 32 | +18,785 | 5.9% | Q1 2026 | May 13, 2026 |
| North Reef Capital Management LP | History | New | 320,352 | 12,544 | 0.43% | — | 33 | +320,352 | New | Q1 2026 | May 15, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 303,379 | 11,880 | 2.34% | 2.38% | 34 | -49,121 | -13.94% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 282,701 | 11,070 | 0.0% | — | 35 | +282,701 | New | Q1 2026 | May 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 256,741 | 10,053 | 0.2% | 0.14% | 36 | +75,042 | 41.3% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 234,639 | 9,188 | 0.0% | 0.0% | 37 | +90,952 | 63.3% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 218,670 | 8,563 | 0.0% | 0.01% | 38 | -366,382 | -62.62% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | New | 198,568 | 7,775 | 0.05% | — | 39 | +198,568 | New | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 199,750 | 7,592 | 0.0% | 0.0% | 40 | +150,810 | 308.15% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 161,156 | 6,310 | 0.02% | 0.02% | 41 | +30,311 | 23.17% | Q1 2026 | May 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 155,645 | 6,095 | 0.11% | 0.08% | 42 | +24,815 | 18.97% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 154,066 | 6,033 | 0.0% | 0.0% | 43 | +53,308 | 52.91% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 144,522 | 5,660 | 0.01% | 0.01% | 44 | +43,200 | 42.64% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 147,477 | 5,654 | 0.0% | 0.0% | 45 | -101,711 | -40.82% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 135,454 | 5,304 | 0.0% | 0.0% | 46 | +42,572 | 45.83% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 132,026 | 5,170 | 0.0% | 0.0% | 47 | +1,766 | 1.36% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 126,380 | 4,949 | 0.0% | 0.0% | 48 | +14,170 | 12.63% | Q1 2026 | May 12, 2026 |
| Boston Partners | History | Added to | 122,797 | 4,808 | 0.01% | 0.0% | 49 | +10,378 | 9.23% | Q1 2026 | May 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 122,466 | 4,795 | 0.18% | 0.16% | 50 | -11,817 | -8.8% | Q1 2026 | Apr 23, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Reduced | 120,000 | 4,699 | 2.81% | 3.92% | 51 | -65,000 | -35.14% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 110,259 | 4,317 | 0.01% | 0.01% | 52 | -2,224 | -1.98% | Q1 2026 | May 06, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 109,060 | 4,270 | 0.04% | 0.05% | 53 | +211 | 0.19% | Q1 2026 | May 13, 2026 |
| Squire Investment Management Company, LLC | History | No change | 106,976 | 4,189 | 1.16% | 1.23% | 54 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 104,580 | 4,095 | 0.0% | 0.0% | 55 | -122,320 | -53.91% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 96,411 | 3,775 | 0.0% | 0.0% | 56 | +2,815 | 3.01% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 92,325 | 3,615 | 0.0% | 0.0% | 57 | -74,251 | -44.57% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 89,616 | 3,509 | 0.0% | 0.0% | 58 | +23,138 | 34.81% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Added to | 81,962 | 3,209 | 0.06% | 0.02% | 59 | +58,011 | 242.21% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 74,775 | 2,928 | 0.01% | 0.01% | 60 | +11,487 | 18.15% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | No change | 74,600 | 2,921 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 73,047 | 2,860 | 0.0% | 0.0% | 62 | -75,928 | -50.97% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 72,837 | 2,835 | 0.0% | 0.0% | 63 | -113,183 | -60.84% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 73,800 | 2,805 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Numerai GP LLC | History | Reduced | 71,390 | 2,795 | 0.28% | 0.49% | 65 | -35,869 | -33.44% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 71,096 | 2,784 | 0.0% | 0.0% | 66 | +21,626 | 43.72% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 70,475 | 2,759 | 0.16% | — | 67 | +70,475 | New | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 70,085 | 2,663 | 0.15% | 0.15% | 68 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 63,555 | 2,488 | 0.01% | 0.01% | 69 | +33 | 0.05% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 63,357 | 2,481 | 0.0% | 0.0% | 70 | +8,592 | 15.69% | Q1 2026 | Apr 16, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 62,948 | 2,466 | 0.0% | 0.0% | 71 | +6,082 | 10.7% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 57,822 | 2,264 | 0.0% | 0.0% | 72 | -2,846 | -4.69% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 56,681 | 2,219 | 0.0% | 0.0% | 73 | -35,163 | -38.29% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 56,465 | 2,211 | 0.0% | 0.0% | 74 | +54,213 | 2407.33% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 49,276 | 1,929 | 0.0% | 0.0% | 75 | +14,266 | 40.75% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 47,939 | 1,877 | 0.01% | 0.01% | 76 | +4,988 | 11.61% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 46,500 | 1,820 | 0.01% | 0.01% | 77 | -47 | -0.1% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 45,014 | 1,762 | 0.0% | 0.0% | 78 | +9,240 | 25.83% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 39,835 | 1,562 | 0.0% | 0.0% | 79 | +3,491 | 9.61% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 39,407 | 1,543 | 0.0% | — | 80 | +39,407 | New | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 37,097 | 1,452 | 0.01% | 0.0% | 81 | +12,097 | 48.39% | Q1 2026 | May 07, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 35,642 | 1,395 | 0.13% | 0.13% | 82 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 34,682 | 1,358 | 0.0% | 0.0% | 83 | +20,772 | 149.33% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 32,371 | 1,267 | 0.0% | 0.0% | 84 | +3,696 | 12.89% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 31,771 | 1,244 | 0.0% | — | 85 | +31,771 | New | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 31,531 | 1,234 | 0.0% | — | 86 | +31,531 | New | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 30,072 | 1,178 | 0.0% | 0.0% | 87 | -12,423 | -29.23% | Q1 2026 | May 01, 2026 |
| Quantinno Capital Management LP | History | Added to | 29,189 | 1,143 | 0.0% | 0.0% | 88 | +14,952 | 105.02% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 28,486 | 1,115 | 0.0% | — | 89 | +28,486 | New | Q1 2026 | May 08, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 28,191 | 1,103 | 0.12% | — | 90 | +28,191 | New | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 27,259 | 1,067 | 0.0% | 0.0% | 91 | +4,835 | 21.56% | Q1 2026 | May 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 26,075 | 1,021 | 1.0% | 0.92% | 92 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | New | 24,911 | 975 | 0.0% | — | 93 | +24,911 | New | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Added to | 24,351 | 953 | 0.0% | 0.0% | 94 | +5,782 | 31.14% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 23,746 | 929 | 0.01% | 0.01% | 95 | +2,970 | 14.3% | Q1 2026 | Apr 20, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | New | 22,647 | 886 | 0.45% | — | 96 | +22,647 | New | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | New | 22,000 | 861 | 0.05% | — | 97 | +22,000 | New | Q1 2026 | Apr 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 20,615 | 807 | 0.0% | 0.0% | 98 | -1,372 | -6.24% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 20,000 | 783 | 0.01% | 0.01% | 99 | +2,700 | 15.61% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 19,816 | 775 | 0.01% | 0.01% | 100 | +300 | 1.54% | Q1 2026 | May 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 19,637 | 768 | 0.0% | 0.0% | 101 | +8,070 | 69.77% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 19,083 | 747 | 0.03% | 0.0% | 102 | +15,769 | 475.83% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,203 | 720 | 0.0% | 0.0% | 103 | -1,204 | -6.2% | Q1 2026 | Apr 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 17,802 | 697 | 0.0% | 0.0% | 104 | +218 | 1.24% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 17,714 | 693 | 0.01% | 0.01% | 105 | +2,053 | 13.11% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 17,405 | 681 | 0.0% | 0.0% | 106 | +826 | 4.98% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | Reduced | 17,200 | 673 | 0.11% | 0.31% | 107 | -31,137 | -64.42% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 16,224 | 635 | 0.0% | 0.0% | 108 | +3,069 | 23.33% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 15,175 | 594 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | New | 15,052 | 589 | 0.23% | — | 110 | +15,052 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 14,995 | 587 | 0.0% | 0.0% | 111 | -28,159 | -65.25% | Q1 2026 | May 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 13,756 | 538 | 0.0% | 0.01% | 112 | -16,967 | -55.23% | Q1 2026 | May 15, 2026 |
| Bank of Jackson Hole Trust | History | No change | 13,175 | 515 | 0.25% | 0.24% | 113 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 12,800 | 501 | 0.0% | 0.0% | 114 | +5,500 | 75.34% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Added to | 12,744 | 499 | 0.0% | 0.0% | 115 | +1,695 | 15.34% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,737 | 498 | 0.0% | 0.0% | 116 | +4,156 | 48.43% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 12,734 | 498 | 0.0% | 0.0% | 117 | -587 | -4.41% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | New | 12,681 | 496 | 0.0% | — | 118 | +12,681 | New | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 12,330 | 482 | 0.0% | 0.0% | 119 | -4,073 | -24.83% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | New | 11,993 | 469 | 0.0% | — | 121 | +11,993 | New | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | No change | 11,983 | 469 | 0.14% | 0.18% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 11,938 | 467 | 0.01% | 0.0% | 122 | +1,704 | 16.65% | Q1 2026 | Apr 24, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,249 | 441 | 0.0% | 0.0% | 123 | -3,160 | -21.93% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 11,141 | 436 | 0.0% | 0.0% | 124 | +1,778 | 18.99% | Q1 2026 | May 01, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,519 | 411 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,490 | 410 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arizona State Retirement System | History | Reduced | 10,387 | 406 | 0.0% | 0.0% | 127 | -170 | -1.61% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Reduced | 10,325 | 404 | 0.0% | 0.0% | 128 | -511 | -4.72% | Q1 2026 | May 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 10,265 | 401 | 0.01% | 0.0% | 129 | +1,600 | 18.47% | Q1 2026 | Apr 29, 2026 |
| True North Advisors, LLC | History | Added to | 10,247 | 401 | 0.05% | 0.05% | 130 | +25 | 0.24% | Q1 2026 | May 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 10,100 | 395 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,825 | 384 | 0.0% | 0.0% | 132 | +9,738 | 11193.1% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 9,501 | 372 | 0.0% | 0.01% | 133 | -14,577 | -60.54% | Q1 2026 | May 08, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 9,635 | 369 | 0.06% | — | 135 | +9,635 | New | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 9,428 | 369 | 0.01% | 0.01% | 134 | -329 | -3.37% | Q1 2026 | May 13, 2026 |
| Odyssean, LLC | History | New | 9,334 | 365 | 0.13% | — | 136 | +9,334 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,265 | 363 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| iSAM Funds (UK) Ltd | History | Added to | 9,167 | 358 | 0.18% | 0.12% | 138 | +196 | 2.18% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 9,034 | 353 | 0.0% | 0.0% | 139 | -353 | -3.76% | Q1 2026 | Apr 29, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 9,000 | 352 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Penn Capital Management Company, LLC | History | New | 8,725 | 341 | 0.03% | — | 141 | +8,725 | New | Q1 2026 | May 06, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,650 | 338 | 0.0% | — | 142 | +8,650 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 8,626 | 337 | 0.0% | 0.0% | 143 | -12,539 | -59.24% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 8,100 | 317 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 8,241 | 313 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Entropy Technologies, LP | History | Reduced | 7,356 | 288 | 0.01% | 0.04% | 146 | -13,606 | -64.91% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,363 | 288 | 0.0% | — | 147 | +7,363 | New | Q1 2026 | May 14, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 7,386 | 280 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Centiva Capital, LP | History | New | 6,799 | 266 | 0.0% | — | 149 | +6,799 | New | Q1 2026 | May 14, 2026 |
| Amundi | History | New | 6,639 | 259 | 0.0% | — | 150 | +6,639 | New | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,612 | 258 | 0.0% | 0.0% | 151 | -408 | -5.81% | Q1 2026 | May 12, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 6,527 | 255 | 0.01% | 0.0% | 152 | +1,057 | 19.32% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 6,448 | 252 | 0.0% | 0.03% | 153 | -1,587,081 | -99.6% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,336 | 248 | 0.0% | 0.0% | 154 | +879 | 16.11% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 6,300 | 246 | 0.0% | 0.0% | 155 | -2,300 | -26.74% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,170 | 241 | 0.0% | — | 156 | +6,170 | New | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,975 | 233 | 0.0% | 0.0% | 157 | -1,396 | -18.94% | Q1 2026 | Apr 24, 2026 |
| GTS SECURITIES LLC | History | New | 5,739 | 224 | 0.01% | — | 158 | +5,739 | New | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | New | 5,699 | 223 | 0.05% | — | 160 | +5,699 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,698 | 223 | 0.0% | 0.0% | 159 | +186 | 3.37% | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | New | 5,639 | 220 | 0.0% | — | 161 | +5,639 | New | Q1 2026 | Apr 22, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 5,600 | 219 | 0.0% | — | 162 | +5,600 | New | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,408 | 211 | 0.0% | 0.0% | 163 | -377 | -6.52% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 5,156 | 201 | 0.0% | — | 164 | +5,156 | New | Q1 2026 | May 07, 2026 |
| SCOTIA CAPITAL INC. | History | New | 5,111 | 200 | 0.0% | — | 165 | +5,111 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,555 | 139 | 0.0% | 0.0% | 166 | +284 | 8.68% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,349 | 131 | 0.0% | 0.0% | 167 | +66 | 2.01% | Q1 2026 | Apr 30, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,168 | 124 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,343 | 92 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,002 | 78 | 0.0% | 0.0% | 170 | -65 | -3.14% | Q1 2026 | May 08, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 1,928 | 75 | 0.0% | 0.0% | 171 | -70,014 | -97.32% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,766 | 69 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,724 | 65 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KBC Group NV | History | No change | 1,576 | 62 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,290 | 50 | 0.0% | 0.01% | 175 | -7,799 | -85.81% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,256 | 49 | 0.0% | 0.0% | 176 | -930 | -42.54% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,228 | 48 | 0.0% | 0.0% | 178 | +87 | 7.62% | Q1 2026 | May 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 1,251 | 48 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,048 | 41 | 0.0% | 0.0% | 179 | +184 | 21.3% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 846 | 33 | 0.0% | 0.0% | 182 | +338 | 66.54% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 856 | 33 | 0.0% | 0.0% | 180 | +260 | 43.62% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 862 | 33 | 0.0% | 0.0% | 181 | +98 | 12.83% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 713 | 27 | 0.0% | 0.0% | 183 | +600 | 530.97% | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 593 | 23 | 0.0% | 0.0% | 184 | +559 | 1644.12% | Q1 2026 | Apr 30, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 559 | 22 | 0.0% | 0.05% | 185 | -14,807 | -96.36% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Added to | 587 | 22 | 0.0% | 0.0% | 186 | +4 | 0.69% | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | Added to | 566 | 22 | 0.01% | 0.01% | 187 | +2 | 0.35% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 474 | 18 | 0.0% | 0.0% | 188 | +140 | 41.92% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 444 | 17 | 0.0% | 0.0% | 189 | +306 | 221.74% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 410 | 16 | 0.0% | — | 191 | +410 | New | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 425 | 16 | 0.0% | 0.0% | 190 | +74 | 21.08% | Q1 2026 | Apr 06, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 384 | 15 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 317 | 12 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 284 | 11 | 0.0% | 0.0% | 194 | +34 | 13.6% | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | New | 255 | 9 | 0.0% | — | 195 | +255 | New | Q1 2026 | Apr 24, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 200 | 8 | 0.0% | 0.0% | 196 | -9,306 | -97.9% | Q1 2026 | Apr 27, 2026 |
| ASSETMARK, INC | History | Reduced | 211 | 8 | 0.0% | 0.0% | 197 | -1,202 | -85.07% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 201 | 7 | 0.0% | 0.0% | 199 | -451 | -69.17% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | New | 182 | 7 | 0.0% | — | 200 | +182 | New | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 180 | 7 | 0.0% | 0.0% | 198 | +2 | 1.12% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 161 | 6 | 0.0% | 0.0% | 202 | +57 | 54.81% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 177 | 6 | 0.0% | 0.0% | 201 | +17 | 10.63% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 171 | 6 | 0.0% | 0.0% | 204 | -12 | -6.56% | Q1 2026 | Apr 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 156 | 6 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Reduced | 108 | 4 | 0.0% | 0.0% | 206 | -239 | -68.88% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 127 | 4 | 0.0% | — | 205 | +111 | 693.75% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 26 | 1 | 0.0% | 0.0% | 208 | -64 | -71.11% | Q1 2026 | Jun 02, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 35 | 1 | 0.0% | — | 210 | +35 | New | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 35 | 1 | 0.0% | 0.0% | 209 | -32 | -47.76% | Q1 2026 | Apr 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 26 | 1 | 0.0% | — | 207 | +12 | 85.71% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -309,661 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.14% | — | -159,547 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -139,188 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -124,436 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -96,233 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,916 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -48,312 | -100.0% | Q1 2026 | May 14, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -46,956 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -41,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -39,953 | -100.0% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -38,613 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.07% | — | -38,502 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,022 | -100.0% | Q1 2026 | May 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.08% | — | -22,642 | -100.0% | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,310 | -100.0% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -17,208 | -100.0% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -16,385 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,229 | -100.0% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -14,890 | -100.0% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,314 | -100.0% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -10,029 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -9,557 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,508 | -100.0% | Q1 2026 | May 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.01% | — | -9,400 | -100.0% | Q1 2026 | May 13, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -7,604 | -100.0% | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,105 | -100.0% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,831 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,157 | -100.0% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,890 | -100.0% | Q1 2026 | May 01, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -5,806 | -100.0% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -5,581 | -100.0% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -5,360 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,430 | -100.0% | Q1 2026 | Apr 30, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -1,828 | -100.0% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -754 | -100.0% | Q1 2026 | May 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -270 | -100.0% | Q1 2026 | May 08, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | May 04, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 11 | 0 | — | — | — | +9 | 450.0% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 25 | 0 | — | 0.0% | — | -8 | -24.24% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 25 | 0 | — | — | — | +5 | 25.0% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 14 | 0 | — | — | — | +2 | 16.67% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Larson Financial Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bare Financial Services, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |