NATIONAL GRID PLC - NGG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Reduced | 5,658,452 | 478,705 | 0.03% | 0.03% | 1 | -735,516 | -11.5% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 4,481,010 | 379,093 | 0.03% | 0.03% | 2 | -408,848 | -8.36% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,362,071 | 284,431 | 0.02% | 0.01% | 3 | +1,162,552 | 52.85% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,267,465 | 191,828 | 0.27% | 0.24% | 4 | +80,107 | 3.66% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,197,115 | 185,875 | 0.02% | 0.02% | 5 | +95,235 | 4.53% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 2,168,755 | 183,476 | 0.29% | 0.29% | 6 | -246,531 | -10.21% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,142,131 | 181,224 | 0.29% | 0.41% | 7 | -1,027,275 | -32.41% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,157,622 | 176,753 | 0.08% | 0.0% | 8 | +2,149,783 | 27424.2% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,058,184 | 174,122 | 0.03% | 0.03% | 9 | -255,261 | -11.03% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,058,048 | 172,238 | 0.01% | 0.01% | 10 | -65,341 | -3.08% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,844,307 | 156,028 | 0.36% | 0.05% | 11 | +1,619,023 | 718.66% | Q1 2026 | May 11, 2026 |
| MILFORD FUNDS LTD | History | Reduced | 1,773,663 | 150,051 | 3.14% | 3.6% | 12 | -594,898 | -25.12% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,640,438 | 138,781 | 0.04% | 0.04% | 13 | -178,423 | -9.81% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,357,833 | 114,861 | 0.04% | 0.04% | 14 | -345,871 | -20.3% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,341,075 | 113,454 | 0.02% | 0.02% | 15 | -289,868 | -17.77% | Q1 2026 | May 11, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 1,312,011 | 110,998 | 0.79% | 0.46% | 16 | +531,537 | 68.1% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 1,292,294 | 109,328 | 0.0% | 0.0% | 17 | +113,029 | 9.58% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,153,456 | 97,582 | 0.01% | 0.01% | 18 | -98,171 | -7.84% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,061,874 | 89,834 | 0.03% | 0.01% | 19 | +603,711 | 131.77% | Q1 2026 | May 13, 2026 |
| Standard Investments LLC | History | Reduced | 987,100 | 83,508 | 4.57% | 9.58% | 20 | -1,492,900 | -60.2% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 891,393 | 75,411 | 0.02% | 0.01% | 21 | +15,958 | 1.82% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Reduced | 879,068 | 74,369 | 0.02% | 0.02% | 22 | -162,028 | -15.56% | Q1 2026 | May 06, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 862,160 | 72,938 | 0.45% | 0.44% | 23 | -58,561 | -6.36% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 829,330 | 70,161 | 0.01% | 0.01% | 24 | +282,070 | 51.54% | Q1 2026 | May 15, 2026 |
| Cullen Capital Management, LLC | History | Added to | 794,204 | 67,189 | 0.69% | 0.64% | 25 | +32,229 | 4.23% | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 538,761 | 45,579 | 0.56% | 0.76% | 26 | -170,724 | -24.06% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 463,904 | 39,045 | 0.01% | 0.0% | 27 | +224,123 | 93.47% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 444,507 | 37,605 | 0.03% | 0.03% | 28 | +3,649 | 0.83% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 419,866 | 35,520 | 0.02% | 0.01% | 29 | +106,842 | 34.13% | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | Added to | 355,114 | 30,042 | 3.99% | 2.26% | 30 | +42,912 | 13.74% | Q1 2026 | May 04, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 338,910 | 28,671 | 0.0% | 0.0% | 31 | +336,110 | 12003.93% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 326,853 | 27,651 | 0.01% | 0.01% | 32 | +80,810 | 32.84% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 306,450 | 25,925 | 0.02% | 0.02% | 33 | -51,503 | -14.39% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 302,745 | 25,612 | 0.0% | 0.0% | 34 | +62,725 | 26.13% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 301,715 | 25,525 | 0.0% | 0.0% | 35 | -45,455 | -13.09% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Added to | 274,104 | 23,189 | 0.01% | 0.0% | 36 | +229,818 | 518.94% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 269,843 | 22,828 | 0.01% | 0.0% | 37 | +73,526 | 37.45% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 268,822 | 22,742 | 0.04% | 0.03% | 38 | +58,057 | 27.55% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 255,475 | 21,613 | 0.02% | 0.0% | 39 | +221,773 | 658.04% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 251,502 | 21,277 | 0.29% | — | 40 | +251,502 | New | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 248,389 | 21,013 | 0.0% | 0.0% | 41 | +204,503 | 465.99% | Q1 2026 | May 15, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 214,700 | 18,163 | 0.66% | 0.63% | 42 | -30,200 | -12.33% | Q1 2026 | May 06, 2026 |
| Beck Bode, LLC | History | New | 212,922 | 18,013 | 3.05% | — | 43 | +212,922 | New | Q1 2026 | May 07, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 194,061 | 16,417 | 0.02% | 0.0% | 44 | +161,510 | 496.18% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 188,674 | 15,961 | 0.0% | 0.0% | 45 | +25,770 | 15.82% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 186,271 | 15,758 | 0.02% | 0.02% | 46 | +48,762 | 35.46% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Added to | 180,944 | 15,307 | 0.55% | 0.5% | 47 | +300 | 0.17% | Q1 2026 | Apr 21, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 174,885 | 15,287 | 0.01% | 0.0% | 48 | +6,400 | 3.8% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 179,141 | 15,155 | 0.02% | 0.02% | 49 | -48,562 | -21.33% | Q1 2026 | Apr 27, 2026 |
| Guardian Partners Inc. | History | Reduced | 171,170 | 14,521 | 1.21% | 1.22% | 50 | -2,369 | -1.37% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 163,238 | 13,809 | 0.01% | 0.01% | 51 | +26,432 | 19.32% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 161,787 | 13,687 | 0.0% | 0.01% | 52 | -274,835 | -62.95% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 150,752 | 12,753 | 0.01% | 0.01% | 53 | +3,029 | 2.05% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 142,648 | 12,068 | 0.21% | 0.03% | 54 | +127,221 | 824.66% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 137,195 | 11,606 | 0.03% | 0.02% | 55 | +61,645 | 81.59% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 134,707 | 11,396 | 0.13% | 0.14% | 56 | -14,251 | -9.57% | Q1 2026 | Apr 23, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 131,394 | 11,115 | 0.01% | 0.01% | 57 | -3,965 | -2.93% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | New | 122,565 | 10,257 | 0.02% | — | 58 | +122,565 | New | Q1 2026 | May 15, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 120,490 | 10,193 | 0.28% | 0.23% | 59 | +22,898 | 23.46% | Q1 2026 | Apr 20, 2026 |
| GABELLI FUNDS LLC | History | No change | 119,500 | 10,109 | 0.07% | 0.06% | 60 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 116,208 | 9,831 | 0.04% | 0.04% | 61 | -21,657 | -15.71% | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 110,948 | 9,386 | 0.14% | 0.14% | 62 | -15,010 | -11.92% | Q1 2026 | May 11, 2026 |
| LMR Partners LLP | History | New | 107,901 | 9,128 | 0.02% | — | 63 | +107,901 | New | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 101,742 | 8,607 | 0.09% | 0.05% | 64 | +41,783 | 69.69% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 100,890 | 8,535 | 0.02% | 0.02% | 65 | -26,398 | -20.74% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 100,601 | 8,510 | 0.0% | 0.0% | 66 | +37,808 | 60.21% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 97,205 | 8,223 | 0.01% | 0.01% | 67 | +6,072 | 6.66% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 92,221 | 7,801 | 0.01% | 0.01% | 68 | +1,565 | 1.73% | Q1 2026 | Apr 27, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 91,129 | 7,709 | 1.44% | 1.29% | 69 | +4,061 | 4.66% | Q1 2026 | May 06, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 90,791 | 7,680 | 0.06% | — | 70 | +90,791 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 89,074 | 7,536 | 0.02% | 0.02% | 71 | -15,853 | -15.11% | Q1 2026 | Apr 22, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 88,246 | 7,465 | 0.43% | — | 72 | +88,246 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 85,708 | 7,250 | 0.0% | 0.0% | 73 | +68,338 | 393.43% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 84,142 | 7,045 | 0.01% | 0.02% | 74 | -130,773 | -60.85% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 81,407 | 6,887 | 0.0% | 0.0% | 75 | +30,402 | 59.61% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Reduced | 78,900 | 6,674 | 0.14% | 0.2% | 76 | -218,600 | -73.48% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 77,735 | 6,466 | 0.03% | 0.03% | 77 | -7,513 | -8.81% | Q1 2026 | May 15, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 74,718 | 6,321 | 0.34% | 0.39% | 78 | +3,561 | 5.0% | Q1 2026 | Apr 17, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 74,169 | 6,293 | 0.76% | 0.67% | 79 | +8,561 | 13.05% | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 73,003 | 6,176 | 0.4% | 0.41% | 80 | -40,760 | -35.83% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 70,657 | 5,977 | 0.03% | 0.03% | 81 | +8,690 | 14.02% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 69,228 | 5,856 | 0.11% | 0.01% | 82 | +66,014 | 2053.95% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 68,389 | 5,785 | 0.03% | 0.04% | 83 | -25,663 | -27.29% | Q1 2026 | Apr 15, 2026 |
| Gilman Hill Asset Management, LLC | History | Added to | 67,222 | 5,686 | 0.86% | 0.79% | 84 | +2,640 | 4.09% | Q1 2026 | Apr 08, 2026 |
| M&T BANK CORP | History | Reduced | 66,269 | 5,606 | 0.02% | 0.02% | 85 | -1,174 | -1.74% | Q1 2026 | May 12, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Added to | 65,697 | 5,557 | 0.77% | 0.66% | 86 | +1,923 | 3.02% | Q1 2026 | May 07, 2026 |
| Neuberger Berman Group LLC | History | Added to | 65,629 | 5,552 | 0.0% | 0.0% | 87 | +17,984 | 37.75% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 63,214 | 5,347 | 0.06% | 0.07% | 88 | -16,648 | -20.85% | Q1 2026 | May 05, 2026 |
| Gradient Investments LLC | History | Added to | 61,308 | 5,186 | 0.08% | 0.03% | 89 | +37,025 | 152.47% | Q1 2026 | Apr 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 59,068 | 4,997 | 0.03% | 0.03% | 90 | -5,671 | -8.76% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 58,969 | 4,989 | 0.01% | 0.0% | 91 | +17,202 | 41.19% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 58,674 | 4,962 | 0.01% | 0.01% | 92 | +3,602 | 6.54% | Q1 2026 | May 13, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 57,145 | 4,834 | 0.19% | 0.17% | 93 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 55,270 | 4,675 | 0.0% | 0.0% | 94 | -6,722 | -10.84% | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 54,346 | 4,597 | 0.1% | 0.13% | 95 | -22,086 | -28.9% | Q1 2026 | Apr 27, 2026 |
| First Bank & Trust | History | Reduced | 53,949 | 4,564 | 0.74% | 0.68% | 96 | -313 | -0.58% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 53,905 | 4,560 | 0.01% | 0.01% | 97 | +9,815 | 22.26% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Reduced | 52,906 | 4,473 | 0.01% | 0.01% | 98 | -19,154 | -26.58% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 52,333 | 4,427 | 0.0% | 0.0% | 99 | +2,317 | 4.63% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 51,243 | 4,335 | 0.03% | — | 100 | +51,243 | New | Q1 2026 | Apr 07, 2026 |
| Old Port Advisors | History | Added to | 50,981 | 4,313 | 0.99% | 0.96% | 101 | +456 | 0.9% | Q1 2026 | Apr 06, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 50,415 | 4,265 | 0.01% | 0.01% | 102 | +1,422 | 2.9% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 50,094 | 4,238 | 0.01% | 0.01% | 103 | +3,956 | 8.57% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Added to | 49,466 | 4,184 | 0.12% | 0.08% | 104 | +13,006 | 35.67% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 48,766 | 4,125 | 0.05% | 0.05% | 105 | -12,191 | -20.0% | Q1 2026 | May 05, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Reduced | 47,549 | 4,022 | 0.66% | 0.61% | 106 | -294 | -0.61% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 46,527 | 3,936 | 0.03% | 0.03% | 107 | -3,308 | -6.64% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 45,874 | 3,881 | 0.06% | 0.04% | 108 | +10,567 | 29.93% | Q1 2026 | May 01, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 45,167 | 3,824 | 0.0% | 0.0% | 109 | -2,489 | -5.22% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 45,075 | 3,814 | 0.0% | — | 110 | +45,075 | New | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 44,641 | 3,776 | 0.12% | 0.1% | 111 | +16,156 | 56.72% | Q1 2026 | Apr 29, 2026 |
| Callan Family Office, LLC | History | Reduced | 43,925 | 3,716 | 0.08% | 0.08% | 112 | -2,015 | -4.39% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 42,039 | 3,556 | 0.06% | — | 113 | +42,039 | New | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 41,573 | 3,517 | 0.0% | 0.0% | 114 | +1,996 | 5.04% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 41,170 | 3,482 | 0.02% | 0.04% | 115 | -72,555 | -63.8% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 40,701 | 3,443 | 0.01% | 0.01% | 116 | -11,946 | -22.69% | Q1 2026 | May 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 39,650 | 3,354 | 0.03% | 0.03% | 117 | -721 | -1.79% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 39,476 | 3,339 | 0.09% | 0.0% | 118 | +39,353 | 31994.31% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 39,365 | 3,330 | 0.03% | 0.02% | 119 | +16,355 | 71.08% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 38,448 | 3,252 | 0.04% | 0.05% | 120 | -10,814 | -21.95% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 36,787 | 3,112 | 0.09% | 0.08% | 121 | +809 | 2.25% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 35,378 | 2,992 | 0.0% | 0.0% | 122 | -2,833 | -7.41% | Q1 2026 | May 14, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 33,526 | 2,836 | 0.62% | 0.87% | 123 | -12,557 | -27.25% | Q1 2026 | May 15, 2026 |
| JCIC Asset Management Inc. | History | Added to | 32,180 | 2,722 | 0.83% | 0.72% | 124 | +1,590 | 5.2% | Q1 2026 | Apr 13, 2026 |
| Entropy Technologies, LP | History | Added to | 31,905 | 2,699 | 0.12% | 0.05% | 125 | +19,993 | 167.84% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 31,495 | 2,664 | 0.02% | — | 126 | +31,495 | New | Q1 2026 | May 14, 2026 |
| Henry James International Management Inc. | History | Added to | 30,701 | 2,597 | 0.94% | 0.74% | 127 | +432 | 1.43% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Added to | 29,621 | 2,510 | 0.0% | 0.0% | 128 | +52 | 0.18% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | Reduced | 28,636 | 2,422 | 0.04% | 0.05% | 131 | -15,801 | -35.56% | Q1 2026 | Apr 27, 2026 |
| FULTON BANK, N.A. | History | Reduced | 28,634 | 2,422 | 0.09% | 0.11% | 129 | -11,490 | -28.64% | Q1 2026 | Apr 24, 2026 |
| Northside Capital Management, LLC | History | Reduced | 28,635 | 2,422 | 0.21% | 0.2% | 130 | -1,694 | -5.59% | Q1 2026 | Apr 10, 2026 |
| AMG National Trust Bank | History | Added to | 27,968 | 2,366 | 0.05% | 0.05% | 132 | +347 | 1.26% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,699 | 2,349 | 0.0% | 0.0% | 133 | -14,857 | -35.75% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 26,940 | 2,279 | 0.01% | 0.01% | 134 | -5,738 | -17.56% | Q1 2026 | Apr 30, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 26,665 | 2,255 | 0.0% | 0.0% | 135 | +8,162 | 44.11% | Q1 2026 | May 13, 2026 |
| Bollard Group LLC | History | Added to | 26,342 | 2,229 | 0.07% | 0.04% | 136 | +3,387 | 14.75% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 26,198 | 2,216 | 0.0% | 0.0% | 137 | +5,502 | 26.58% | Q1 2026 | May 08, 2026 |
| Perpetual Ltd | History | Reduced | 25,964 | 2,196 | 0.03% | 0.03% | 138 | -4,376 | -14.42% | Q1 2026 | Apr 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 23,832 | 2,016 | 0.0% | 0.0% | 139 | +49 | 0.21% | Q1 2026 | May 12, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 23,661 | 2,001 | 0.03% | 0.03% | 140 | -203 | -0.85% | Q1 2026 | May 05, 2026 |
| Raleigh Capital Management Inc. | History | Reduced | 23,593 | 1,996 | 0.69% | 0.95% | 141 | -10,334 | -30.46% | Q1 2026 | Apr 28, 2026 |
| Vise Technologies, Inc. | History | No change | 25,655 | 1,984 | 0.04% | 0.04% | 142 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 23,263 | 1,968 | 0.03% | 0.03% | 143 | +876 | 3.91% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 23,256 | 1,967 | 0.01% | 0.02% | 144 | -32,905 | -58.59% | Q1 2026 | Apr 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 23,174 | 1,960 | 0.0% | 0.0% | 145 | -1,420 | -5.77% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 22,643 | 1,915 | 0.0% | 0.0% | 146 | -775 | -3.31% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 22,497 | 1,903 | 0.01% | 0.0% | 147 | +2,666 | 13.44% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 22,100 | 1,869 | 0.0% | 0.0% | 148 | -14,418 | -39.48% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,835 | 1,847 | 0.0% | 0.0% | 149 | -177 | -0.8% | Q1 2026 | Apr 30, 2026 |
| Walleye Trading LLC | History | Added to | 21,800 | 1,844 | 0.0% | 0.0% | 150 | +15,821 | 264.61% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 21,343 | 1,805 | 0.0% | 0.0% | 151 | +5,177 | 32.02% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 21,300 | 1,801 | 0.04% | 0.04% | 152 | -258 | -1.2% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 21,160 | 1,790 | 0.18% | 0.22% | 154 | -7,331 | -25.73% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Added to | 21,163 | 1,790 | 0.02% | 0.01% | 153 | +1,126 | 5.62% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 20,946 | 1,772 | 0.0% | 0.0% | 155 | +17,539 | 514.79% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 20,901 | 1,768 | 0.03% | 0.03% | 156 | -463 | -2.17% | Q1 2026 | May 04, 2026 |
| FLOW TRADERS U.S. LLC | History | Added to | 20,772 | 1,757 | 0.06% | 0.04% | 157 | +3,621 | 21.11% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 20,112 | 1,746 | 0.01% | 0.0% | 158 | +17,850 | 789.12% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 20,598 | 1,742 | 0.03% | 0.02% | 159 | +2,267 | 12.37% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 20,420 | 1,727 | 0.01% | — | 160 | +20,420 | New | Q1 2026 | May 14, 2026 |
| Naviter Wealth, LLC | History | Added to | 20,177 | 1,706 | 0.21% | 0.2% | 161 | +883 | 4.58% | Q1 2026 | Apr 10, 2026 |
| Abel Hall, LLC | History | Added to | 19,926 | 1,685 | 0.36% | 0.29% | 162 | +3,907 | 24.39% | Q1 2026 | Apr 28, 2026 |
| First Pacific Financial | History | Added to | 19,747 | 1,670 | 0.22% | 0.12% | 163 | +8,080 | 69.26% | Q1 2026 | Apr 23, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 19,567 | 1,655 | 0.0% | 0.0% | 164 | -1,341 | -6.41% | Q1 2026 | May 11, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 19,504 | 1,650 | 0.1% | 0.13% | 165 | -8,012 | -29.12% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 19,305 | 1,633 | 0.01% | 0.01% | 166 | +474 | 2.52% | Q1 2026 | Apr 30, 2026 |
| Quantbot Technologies LP | History | New | 19,024 | 1,609 | 0.07% | — | 167 | +19,024 | New | Q1 2026 | May 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 18,376 | 1,554 | 0.4% | 0.06% | 168 | +14,794 | 413.01% | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | Reduced | 18,048 | 1,526 | 0.12% | 0.12% | 169 | -365 | -1.98% | Q1 2026 | May 06, 2026 |
| DRW Securities, LLC | History | New | 17,143 | 1,450 | 0.02% | — | 170 | +17,143 | New | Q1 2026 | May 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 16,715 | 1,414 | 0.01% | 0.01% | 171 | -2,043 | -10.89% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 16,524 | 1,397 | 0.0% | 0.0% | 172 | -2,142 | -11.48% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | Added to | 16,500 | 1,396 | 0.0% | 0.0% | 173 | +10,333 | 167.55% | Q1 2026 | May 13, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 16,513 | 1,396 | 0.57% | 0.51% | 174 | +66 | 0.4% | Q1 2026 | May 08, 2026 |
| SYON CAPITAL LLC | History | Added to | 16,482 | 1,394 | 0.07% | 0.06% | 175 | +101 | 0.62% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 16,459 | 1,392 | 0.01% | 0.01% | 176 | +4,852 | 41.8% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 16,190 | 1,369 | 0.02% | — | 177 | +16,190 | New | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 16,163 | 1,367 | 0.03% | 0.03% | 178 | +62 | 0.39% | Q1 2026 | May 11, 2026 |
| Walleye Capital LLC | History | New | 16,148 | 1,366 | 0.01% | — | 179 | +16,148 | New | Q1 2026 | May 13, 2026 |
| Summit Global Investments | History | Reduced | 15,678 | 1,326 | 0.08% | 0.14% | 180 | -15,946 | -50.42% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 15,521 | 1,313 | 0.03% | 0.02% | 181 | +1,429 | 10.14% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 15,106 | 1,277 | 0.0% | 0.0% | 182 | -4,077 | -21.25% | Q1 2026 | May 14, 2026 |
| Qtron Investments LLC | History | Added to | 15,016 | 1,270 | 0.17% | 0.13% | 183 | +2,074 | 16.03% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 14,947 | 1,264 | 0.04% | 0.03% | 184 | +433 | 2.98% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,677 | 1,241 | 0.01% | 0.01% | 186 | +1,232 | 9.16% | Q1 2026 | Apr 27, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Added to | 14,673 | 1,241 | 0.23% | 0.2% | 185 | +380 | 2.66% | Q1 2026 | May 01, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 14,572 | 1,232 | 0.07% | 0.04% | 187 | +5,867 | 67.4% | Q1 2026 | Apr 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 14,133 | 1,227 | 0.0% | 0.0% | 188 | +2,376 | 20.21% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | Added to | 14,328 | 1,212 | 0.01% | 0.0% | 189 | +928 | 6.93% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Added to | 14,214 | 1,202 | 0.01% | 0.01% | 190 | +100 | 0.71% | Q1 2026 | May 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 13,810 | 1,168 | 0.3% | 0.28% | 191 | +47 | 0.34% | Q1 2026 | May 01, 2026 |
| LOM Asset Management Ltd | History | Added to | 13,249 | 1,120 | 0.32% | 0.29% | 192 | +425 | 3.31% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 12,742 | 1,077 | 0.01% | 0.01% | 193 | +1,225 | 10.64% | Q1 2026 | May 15, 2026 |
| Herold Advisors, Inc. | History | Added to | 12,629 | 1,068 | 0.23% | 0.21% | 194 | +462 | 3.8% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 12,416 | 1,050 | 0.01% | 0.01% | 195 | -1,752 | -12.37% | Q1 2026 | Apr 20, 2026 |
| Manske Wealth Management | History | Reduced | 12,382 | 1,047 | 0.29% | 0.29% | 196 | -106 | -0.85% | Q1 2026 | Apr 30, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 12,297 | 1,040 | 0.42% | 0.39% | 197 | +281 | 2.34% | Q1 2026 | Apr 24, 2026 |
| Argent Trust Co | History | Reduced | 12,189 | 1,031 | 0.03% | 0.03% | 198 | -966 | -7.34% | Q1 2026 | May 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 12,179 | 1,030 | 0.05% | 0.05% | 199 | -50 | -0.41% | Q1 2026 | Apr 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 13,300 | 1,028 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Reduced | 12,141 | 1,027 | 0.13% | 0.12% | 201 | -280 | -2.25% | Q1 2026 | May 05, 2026 |
| BAILARD, INC. | History | Added to | 12,064 | 1,020 | 0.02% | 0.02% | 202 | +2,169 | 21.92% | Q1 2026 | May 11, 2026 |
| Strategic Investment Advisors / MI | History | New | 12,041 | 1,018 | 0.07% | — | 203 | +12,041 | New | Q1 2026 | May 18, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 11,986 | 1,014 | 0.12% | 0.11% | 204 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 11,977 | 1,013 | 0.01% | 0.01% | 205 | -2,759 | -18.72% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 11,890 | 1,005 | 0.0% | — | 207 | +11,890 | New | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 11,889 | 1,005 | 0.03% | 0.03% | 206 | -453 | -3.67% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 11,832 | 1,001 | 0.04% | 0.03% | 208 | +3,051 | 34.75% | Q1 2026 | May 13, 2026 |
| SG Trading Solutions, LLC | History | No change | 12,920 | 999 | 0.23% | 0.23% | 209 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Virtu Financial LLC | History | New | 11,748 | 994 | 0.04% | — | 210 | +11,748 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 11,666 | 986 | 0.01% | 0.0% | 211 | +7,269 | 165.32% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 11,621 | 983 | 0.01% | 0.0% | 212 | +4,847 | 71.55% | Q1 2026 | May 05, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 11,617 | 982 | 0.24% | 0.22% | 213 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 11,604 | 981 | 0.0% | 0.0% | 214 | +4,793 | 70.37% | Q1 2026 | Apr 24, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 11,602 | 981 | 0.02% | 0.02% | 215 | +1,921 | 19.84% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | Reduced | 11,588 | 980 | 0.0% | 0.0% | 216 | -125 | -1.07% | Q1 2026 | May 04, 2026 |
| Code Waechter LLC | History | Reduced | 11,536 | 975 | 0.58% | 0.59% | 217 | -258 | -2.19% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 11,345 | 949 | 0.03% | 0.03% | 218 | +1,876 | 19.81% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 11,124 | 941 | 0.0% | 0.0% | 219 | +234 | 2.15% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | No change | 10,953 | 926 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 10,886 | 920 | 0.05% | 0.04% | 221 | -74 | -0.68% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 10,823 | 915 | 0.01% | — | 222 | +10,823 | New | Q1 2026 | May 14, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 10,709 | 905 | 0.04% | 0.02% | 223 | +2,282 | 27.08% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Added to | 10,489 | 887 | 0.04% | 0.03% | 224 | +1,064 | 11.29% | Q1 2026 | Apr 27, 2026 |
| FOURPATH CAPITAL MANAGEMENT, LLC | History | Reduced | 10,423 | 881 | 0.13% | 0.16% | 225 | -5,140 | -33.03% | Q1 2026 | May 01, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | New | 51,723 | 868 | 0.05% | — | 226 | +51,723 | New | Q1 2026 | Apr 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 10,243 | 866 | 0.0% | 0.0% | 227 | -110 | -1.06% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 9,999 | 845 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 9,806 | 829 | 0.01% | 0.01% | 229 | +1,299 | 15.27% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 9,721 | 822 | 0.01% | 0.01% | 230 | -861 | -8.14% | Q1 2026 | Apr 28, 2026 |
| GM Advisory Group, LLC | History | New | 9,715 | 821 | 0.03% | — | 231 | +9,715 | New | Q1 2026 | Apr 28, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | Added to | 9,620 | 813 | 0.27% | 0.24% | 232 | +165 | 1.75% | Q1 2026 | Apr 22, 2026 |
| BKM Wealth Management, LLC | History | Added to | 9,600 | 812 | 0.3% | 0.22% | 233 | +1,956 | 25.59% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 9,592 | 811 | 0.02% | 0.02% | 234 | +25 | 0.26% | Q1 2026 | Apr 27, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 9,481 | 802 | 0.19% | 0.17% | 235 | -249 | -2.56% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,229 | 791 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 9,321 | 788 | 0.19% | 0.17% | 237 | +139 | 1.51% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,282 | 785 | 0.01% | 0.0% | 238 | +5,390 | 138.49% | Q1 2026 | Apr 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 9,232 | 781 | 0.02% | 0.02% | 239 | +2,770 | 42.87% | Q1 2026 | Apr 27, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 9,278 | 776 | 0.05% | 0.04% | 240 | -1,390 | -13.03% | Q1 2026 | Apr 24, 2026 |
| CIBC Bancorp USA Inc. | History | New | 8,666 | 775 | 0.0% | — | 241 | +8,666 | New | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 8,997 | 761 | 0.0% | 0.0% | 242 | -1,783 | -16.54% | Q1 2026 | May 13, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 8,992 | 760 | 0.02% | 0.02% | 243 | +711 | 8.59% | Q1 2026 | May 14, 2026 |
| Barry Investment Advisors, LLC | History | Reduced | 8,845 | 748 | 0.16% | 0.15% | 244 | -27 | -0.3% | Q1 2026 | Apr 23, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 8,833 | 747 | 0.0% | 0.0% | 245 | +268 | 3.13% | Q1 2026 | May 26, 2026 |
| Summit Trail Advisors, LLC | History | New | 8,823 | 746 | 0.01% | — | 246 | +8,823 | New | Q1 2026 | May 12, 2026 |
| Versant Capital Management, Inc | History | Added to | 8,803 | 744 | 0.07% | 0.07% | 247 | +1,356 | 18.21% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,616 | 743 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| World Investment Advisors | History | Reduced | 8,754 | 740 | 0.01% | 0.01% | 249 | -1,198 | -12.04% | Q1 2026 | Apr 27, 2026 |
| PLIMOTH TRUST CO LLC | History | Reduced | 8,700 | 736 | 0.16% | 0.15% | 250 | -115 | -1.3% | Q1 2026 | Apr 27, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 8,566 | 724 | 0.07% | 0.08% | 251 | +864 | 11.22% | Q1 2026 | May 14, 2026 |
| Cape Investment Advisory, Inc. | History | Reduced | 8,569 | 724 | 0.24% | 0.21% | 252 | -245 | -2.78% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 8,531 | 721 | 0.08% | — | 253 | +8,531 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 8,426 | 712 | 0.0% | 0.0% | 254 | +1,395 | 19.84% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | Added to | 8,410 | 711 | 0.05% | 0.05% | 255 | +554 | 7.05% | Q1 2026 | Apr 14, 2026 |
| Aberdeen Group plc | History | No change | 8,200 | 693 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 8,012 | 677 | 0.01% | 0.01% | 257 | -2,353 | -22.7% | Q1 2026 | Apr 28, 2026 |
| Trust Point Inc. | History | Added to | 8,013 | 677 | 0.06% | 0.05% | 258 | +301 | 3.9% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 7,962 | 673 | 0.01% | 0.01% | 259 | -344 | -4.14% | Q1 2026 | Apr 20, 2026 |
| Optas, LLC | History | Reduced | 7,941 | 671 | 0.1% | 0.11% | 260 | -798 | -9.13% | Q1 2026 | Apr 24, 2026 |
| Quantum Private Wealth, LLC | History | Reduced | 7,865 | 665 | 0.21% | 0.18% | 261 | -218 | -2.7% | Q1 2026 | Apr 27, 2026 |
| Gateway Wealth Partners, LLC | History | New | 7,768 | 657 | 0.03% | — | 263 | +7,768 | New | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,768 | 657 | 0.02% | 0.02% | 262 | -1,209 | -13.47% | Q1 2026 | Apr 24, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,728 | 653 | 0.01% | 0.01% | 264 | -1,074 | -12.2% | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,455 | 647 | 0.01% | 0.0% | 266 | +1,851 | 33.03% | Q1 2026 | Apr 07, 2026 |
| Ballentine Partners, LLC | History | Added to | 7,652 | 647 | 0.01% | 0.01% | 265 | +700 | 10.07% | Q1 2026 | May 14, 2026 |
| First County Bank /CT/ | History | Reduced | 7,557 | 639 | 0.34% | 0.35% | 268 | -1,031 | -12.01% | Q1 2026 | Apr 03, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 7,559 | 639 | 0.0% | 0.0% | 267 | -960 | -11.27% | Q1 2026 | May 15, 2026 |
| Keudell/Morrison Wealth Management | History | Reduced | 7,483 | 633 | 0.13% | 0.15% | 269 | -1,567 | -17.31% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,404 | 626 | 0.0% | 0.0% | 270 | +211 | 2.93% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 7,359 | 622 | 0.0% | 0.0% | 271 | +253 | 3.56% | Q1 2026 | May 08, 2026 |
| Future Fund LLC | History | Added to | 7,299 | 617 | 0.22% | 0.18% | 272 | +47 | 0.65% | Q1 2026 | May 06, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 7,103 | 600 | 0.0% | 0.0% | 273 | +2,020 | 39.74% | Q1 2026 | May 14, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 7,012 | 593 | 0.01% | 0.01% | 274 | -118 | -1.65% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 6,980 | 590 | 0.01% | 0.01% | 275 | -899 | -11.41% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,948 | 587 | 0.01% | 0.01% | 276 | -3,194 | -31.49% | Q1 2026 | Apr 22, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 6,718 | 583 | 0.01% | 0.01% | 277 | -235 | -3.38% | Q1 2026 | May 11, 2026 |
| J.Safra Asset Management Corp | History | New | 6,751 | 571 | 0.03% | — | 278 | +6,751 | New | Q1 2026 | May 04, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 6,722 | 569 | 0.04% | 0.03% | 279 | +2,127 | 46.29% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 6,723 | 568 | 0.05% | 0.04% | 280 | -2,166 | -24.37% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 6,713 | 567 | 0.0% | 0.0% | 281 | -796 | -10.6% | Q1 2026 | Jun 02, 2026 |
| GUARDIAN CAPITAL LP | History | Added to | 6,667 | 564 | 0.01% | 0.01% | 282 | +855 | 14.71% | Q1 2026 | May 15, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 6,646 | 562 | 0.18% | 0.16% | 283 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 6,613 | 559 | 0.01% | 0.01% | 284 | -173 | -2.55% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 6,583 | 556 | 0.02% | 0.02% | 285 | +477 | 7.81% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,554 | 554 | 0.01% | 0.02% | 286 | +359 | 5.79% | Q1 2026 | May 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 6,427 | 543 | 0.09% | — | 287 | +6,427 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 6,300 | 532 | 0.0% | — | 288 | +6,300 | New | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,273 | 530 | 0.01% | 0.01% | 289 | +277 | 4.62% | Q1 2026 | Apr 10, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 6,244 | 528 | 0.02% | 0.02% | 290 | +665 | 11.92% | Q1 2026 | Apr 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 6,229 | 527 | 0.04% | 0.02% | 291 | +2,430 | 63.96% | Q1 2026 | May 15, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 6,221 | 526 | 0.2% | 0.21% | 292 | -967 | -13.45% | Q1 2026 | May 05, 2026 |
| Lantz Financial LLC | History | Reduced | 6,190 | 523 | 0.11% | 0.13% | 293 | -1,785 | -22.38% | Q1 2026 | Apr 09, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 6,100 | 516 | 0.02% | 0.02% | 294 | -111 | -1.79% | Q1 2026 | May 08, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 6,087 | 514 | 0.03% | 0.02% | 295 | +540 | 9.73% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 5,946 | 503 | 0.02% | 0.02% | 296 | +319 | 5.67% | Q1 2026 | Apr 28, 2026 |
| GQG Partners LLC | History | No change | 5,914 | 500 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 6,452 | 499 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 5,848 | 494 | 0.08% | 0.08% | 299 | -261 | -4.27% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 5,793 | 490 | 0.0% | 0.0% | 301 | +996 | 20.76% | Q1 2026 | May 14, 2026 |