NATIONAL HEALTHCARE CORP - NHC
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 | Reduced | 1,895,250 | 302,671 | 0.01% | 0.0% | 1 | -6,847 | -0.36% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,411,936 | 193,562 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Morgan Stanley Institutional Investment Advisors LLC | History | Added to | 1,038,804 | 165,896 | 16.0% | 15.05% | 3 | +17 | 0.0% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 946,977 | 151,237 | 0.03% | 0.03% | 4 | -11,301 | -1.18% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 789,421 | 126,070 | 0.01% | — | 5 | +789,421 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 549,548 | 87,762 | 0.0% | — | 6 | +549,548 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 530,302 | 84,689 | 0.06% | 0.04% | 7 | +165,615 | 45.41% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 491,575 | 78,822 | 0.0% | 0.0% | 8 | +6,525 | 1.35% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 462,411 | 73,847 | 4.99% | 4.55% | 9 | -809 | -0.17% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 335,517 | 53,582 | 0.08% | 0.07% | 10 | -14,600 | -4.17% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 323,267 | 51,635 | 0.0% | 0.0% | 11 | +4,827 | 1.52% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 178,598 | 28,522 | 0.0% | 0.0% | 12 | -7,451 | -4.0% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 157,840 | 25,207 | 0.12% | 0.13% | 13 | -7,676 | -4.64% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 150,196 | 23,986 | 0.0% | 0.0% | 14 | +86,155 | 134.53% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 136,711 | 21,832 | 0.0% | 0.0% | 15 | +4,099 | 3.09% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 119,953 | 19,156 | 0.0% | 0.0% | 16 | -1,212 | -1.0% | Q1 2026 | May 05, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 116,248 | 18,565 | 0.43% | 0.38% | 17 | -2,503 | -2.11% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 107,812 | 17,217 | 0.0% | 0.0% | 18 | -3,136 | -2.83% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 98,348 | 15,706 | 0.0% | 0.0% | 19 | +12,567 | 14.65% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 89,616 | 14,311 | 0.01% | 0.0% | 20 | +30,604 | 51.86% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 82,797 | 13,222 | 0.01% | 0.0% | 21 | +63,493 | 328.91% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 80,169 | 12,802 | 0.0% | — | 22 | +80,169 | New | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 75,257 | 12,018 | 0.01% | 0.0% | 23 | +60,420 | 407.23% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 70,874 | 11,509 | 0.0% | 0.0% | 24 | +39,585 | 126.51% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 67,089 | 10,714 | 0.01% | 0.0% | 25 | +109 | 0.16% | Q1 2026 | May 04, 2026 |
| Manatuck Hill Partners, LLC | History | No change | 60,400 | 9,645 | 2.6% | 2.9% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hood River Capital Management LLC | History | Added to | 55,874 | 8,923 | 0.09% | 0.07% | 27 | +8,018 | 16.75% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 49,535 | 7,825 | 0.01% | 0.01% | 28 | -8,931 | -15.28% | Q1 2026 | May 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 44,408 | 7,091 | 0.02% | 0.02% | 29 | +1,443 | 3.36% | Q1 2026 | May 13, 2026 |
| Vest Financial, LLC | History | Added to | 39,364 | 6,286 | 0.08% | 0.04% | 30 | +14,021 | 55.32% | Q1 2026 | Apr 23, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 37,546 | 5,996 | 0.03% | 0.03% | 31 | -6,000 | -13.78% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 34,311 | 5,479 | 0.0% | 0.0% | 32 | -4,765 | -12.19% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 30,369 | 4,849 | 0.0% | 0.0% | 33 | -2,461 | -7.5% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 30,229 | 4,827 | 0.0% | 0.0% | 34 | +1,980 | 7.01% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 28,370 | 4,530 | 0.01% | 0.0% | 35 | +1,019 | 3.73% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 27,513 | 4,393 | 0.0% | 0.0% | 36 | +10,930 | 65.91% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 27,467 | 4,386 | 0.0% | 0.0% | 37 | -4,512 | -14.11% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 26,318 | 4,202 | 0.0% | 0.0% | 38 | +198 | 0.76% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Added to | 26,130 | 4,172 | 0.0% | 0.0% | 39 | +200 | 0.77% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 24,534 | 3,918 | 0.0% | 0.0% | 40 | +1,248 | 5.36% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | No change | 23,371 | 3,733 | 0.01% | 0.0% | 41 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AE Wealth Management LLC | History | Reduced | 22,274 | 3,557 | 0.02% | 0.02% | 42 | -9 | -0.04% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 20,998 | 3,353 | 0.0% | 0.0% | 43 | -1,269 | -5.7% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 20,610 | 3,291 | 0.0% | 0.0% | 44 | +13,157 | 176.53% | Q1 2026 | May 05, 2026 |
| CSM Advisors, LLC | History | Reduced | 20,565 | 3,284 | 0.08% | 0.08% | 45 | -120 | -0.58% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 20,542 | 3,280 | 0.0% | 0.0% | 46 | +14,642 | 248.17% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 19,250 | 3,074 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 18,119 | 2,893 | 0.07% | 0.05% | 48 | +2,600 | 16.75% | Q1 2026 | May 13, 2026 |
| Militia Capital Management LLC | History | New | 17,700 | 2,826 | 0.64% | — | 49 | +17,700 | New | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 16,733 | 2,672 | 0.01% | 0.0% | 50 | +15,038 | 887.2% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 16,657 | 2,660 | 0.0% | 0.0% | 51 | +3,007 | 22.03% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 16,378 | 2,615 | 0.0% | 0.0% | 52 | +2,097 | 14.68% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 16,292 | 2,601 | 0.0% | 0.0% | 53 | -2,563 | -13.59% | Q1 2026 | May 15, 2026 |
| Bridge City Capital, LLC | History | Reduced | 16,194 | 2,586 | 0.72% | 0.66% | 54 | -127 | -0.78% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 15,408 | 2,460 | 0.02% | 0.02% | 55 | +167 | 1.1% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 15,145 | 2,418 | 0.01% | 0.0% | 56 | +575 | 3.95% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 14,645 | 2,338 | 0.0% | 0.0% | 57 | +850 | 6.16% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 14,467 | 2,310 | 0.0% | 0.0% | 58 | -4,450 | -23.52% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 16,591 | 2,274 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 15,356 | 2,105 | 0.0% | 0.0% | 60 | -820 | -5.07% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | New | 13,100 | 2,092 | 0.23% | — | 61 | +13,100 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 12,767 | 2,038 | 0.0% | 0.0% | 62 | +3,500 | 37.77% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,673 | 2,023 | 0.01% | 0.01% | 63 | -752 | -5.6% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 12,217 | 1,951 | 0.0% | 0.0% | 64 | -94 | -0.76% | Q1 2026 | May 15, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 11,724 | 1,872 | 0.13% | 0.1% | 65 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,114 | 1,775 | 0.0% | 0.0% | 66 | +1,711 | 18.2% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 10,804 | 1,725 | 0.0% | 0.0% | 67 | +280 | 2.66% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,579 | 1,689 | 0.0% | 0.0% | 68 | -123 | -1.15% | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Added to | 10,252 | 1,637 | 0.02% | 0.01% | 69 | +1,969 | 23.77% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | New | 9,765 | 1,559 | 0.02% | — | 70 | +9,765 | New | Q1 2026 | May 15, 2026 |
| Militia Capital Partners, LP | History | No change | 11,000 | 1,507 | 0.57% | 0.57% | 71 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 8,631 | 1,378 | 0.0% | — | 72 | +8,631 | New | Q1 2026 | May 08, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 8,346 | 1,332 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 8,285 | 1,323 | 0.0% | 0.0% | 74 | -244 | -2.86% | Q1 2026 | May 01, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,212 | 1,311 | 0.0% | 0.0% | 75 | +387 | 4.95% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,073 | 1,289 | 0.0% | 0.0% | 76 | +191 | 2.42% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 7,969 | 1,274 | 0.0% | 0.0% | 77 | +93 | 1.18% | Q1 2026 | Apr 30, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 6,847 | 1,186 | 0.06% | 0.05% | 78 | +1,454 | 26.96% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Reduced | 7,093 | 1,133 | 0.07% | 0.07% | 79 | -958 | -11.9% | Q1 2026 | May 07, 2026 |
| SG Americas Securities, LLC | History | Reduced | 7,079 | 1,131 | 0.0% | 0.0% | 80 | -5,408 | -43.31% | Q1 2026 | Apr 16, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 7,075 | 1,129 | 0.01% | 0.0% | 81 | -67 | -0.94% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,933 | 1,106 | 0.01% | 0.01% | 82 | -228 | -3.18% | Q1 2026 | Apr 20, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 6,892 | 1,100 | 0.0% | 0.0% | 83 | -1,656 | -19.37% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,721 | 1,073 | 0.0% | 0.0% | 84 | -421 | -5.89% | Q1 2026 | May 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 6,561 | 1,047 | 0.01% | 0.01% | 85 | -172 | -2.55% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Reduced | 6,282 | 1,003 | 0.0% | 0.0% | 86 | -924 | -12.82% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 6,257 | 999 | 0.0% | — | 87 | +6,257 | New | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,097 | 974 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 6,048 | 965 | 0.0% | 0.0% | 89 | +70 | 1.17% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 6,000 | 961 | 0.0% | 0.0% | 90 | +700 | 13.21% | Q1 2026 | Apr 29, 2026 |
| XTX Topco Ltd | History | New | 5,869 | 937 | 0.02% | — | 91 | +5,869 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,806 | 927 | 0.0% | 0.0% | 92 | +366 | 6.73% | Q1 2026 | May 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 5,545 | 885 | 0.0% | 0.0% | 93 | -575 | -9.4% | Q1 2026 | Apr 21, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,500 | 878 | 0.02% | 0.01% | 94 | -200 | -3.51% | Q1 2026 | Apr 20, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 5,422 | 865 | 0.0% | 0.0% | 95 | -3,619 | -40.03% | Q1 2026 | Apr 30, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 5,400 | 862 | 0.01% | 0.0% | 96 | +4,885 | 948.54% | Q1 2026 | Apr 14, 2026 |
| CENTRAL VALLEY ADVISORS, LLC | History | No change | 5,352 | 854 | 0.23% | 0.22% | 97 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| STRS OHIO | History | Reduced | 5,300 | 846 | 0.0% | 0.0% | 98 | -600 | -10.17% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Reduced | 5,194 | 829 | 0.0% | 0.0% | 99 | -1,645 | -24.05% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 5,908 | 809 | 0.05% | 0.05% | 100 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,981 | 795 | 0.0% | 0.0% | 101 | +575 | 13.05% | Q1 2026 | May 12, 2026 |
| Ellsworth Advisors, LLC | History | New | 4,910 | 784 | 0.15% | — | 102 | +4,910 | New | Q1 2026 | Apr 16, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 4,894 | 781 | 0.0% | 0.0% | 103 | +2,540 | 107.9% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,846 | 773 | 0.0% | 0.0% | 104 | -9,443 | -66.09% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,845 | 773 | 0.0% | — | 105 | +4,845 | New | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 4,689 | 748 | 0.02% | 0.02% | 106 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,573 | 730 | 0.0% | 0.0% | 107 | -4,425 | -49.18% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 4,456 | 711 | 0.08% | 0.07% | 108 | +6 | 0.13% | Q1 2026 | Apr 24, 2026 |
| ExodusPoint Capital Management, LP | History | New | 4,365 | 697 | 0.01% | — | 109 | +4,365 | New | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 4,184 | 668 | 0.01% | — | 110 | +4,184 | New | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Reduced | 4,060 | 648 | 0.01% | 0.02% | 111 | -3,952 | -49.33% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 4,003 | 639 | 0.05% | 0.05% | 112 | -256 | -6.01% | Q1 2026 | Apr 23, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 3,806 | 607 | 0.0% | 0.0% | 113 | -3,156 | -45.33% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 3,784 | 604 | 0.01% | — | 114 | +3,784 | New | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 3,700 | 590 | 0.0% | 0.0% | 115 | -1,000 | -21.28% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 3,686 | 588 | 0.01% | — | 116 | +3,686 | New | Q1 2026 | Apr 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 3,650 | 582 | 0.01% | — | 117 | +3,650 | New | Q1 2026 | Apr 27, 2026 |
| Arizona State Retirement System | History | Reduced | 3,622 | 578 | 0.0% | 0.0% | 118 | -34 | -0.93% | Q1 2026 | May 01, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,581 | 572 | 0.0% | 0.0% | 119 | -31 | -0.86% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,518 | 561 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 3,496 | 560 | 0.01% | 0.01% | 121 | -635 | -15.37% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,476 | 555 | 0.0% | 0.0% | 122 | -385 | -9.97% | Q1 2026 | Apr 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,385 | 540 | 0.01% | 0.01% | 123 | -27 | -0.79% | Q1 2026 | Apr 24, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 3,311 | 528 | 0.0% | — | 124 | +3,311 | New | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,151 | 504 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,069 | 490 | 0.0% | 0.0% | 126 | -4 | -0.13% | Q1 2026 | May 01, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 3,063 | 489 | 0.05% | 0.05% | 127 | -92 | -2.92% | Q1 2026 | May 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,022 | 489 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 3,043 | 485 | 0.01% | 0.01% | 129 | +25 | 0.83% | Q1 2026 | Apr 28, 2026 |
| Aquatic Capital Management LLC | History | New | 3,027 | 483 | 0.01% | — | 130 | +3,027 | New | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Added to | 2,911 | 464 | 0.11% | 0.07% | 131 | +1,030 | 54.76% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 2,902 | 463 | 0.0% | 0.01% | 132 | -1,841 | -38.82% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 2,859 | 456 | 0.01% | 0.0% | 133 | +47 | 1.67% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,715 | 433 | 0.0% | 0.0% | 134 | +2,657 | 4581.03% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Added to | 2,601 | 415 | 0.0% | 0.01% | 135 | +17 | 0.66% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,580 | 412 | 0.0% | 0.0% | 136 | +33 | 1.3% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | No change | 2,572 | 410 | 0.04% | 0.03% | 137 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,533 | 404 | 0.0% | 0.0% | 138 | +790 | 45.32% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,515 | 403 | 0.01% | — | 139 | +2,515 | New | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 2,512 | 401 | 0.0% | 0.0% | 140 | -17,293 | -87.32% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 2,513 | 401 | 0.0% | — | 142 | +2,513 | New | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 2,517 | 401 | 0.0% | 0.0% | 141 | +616 | 32.4% | Q1 2026 | Apr 22, 2026 |
| Brooklyn Investment Group | History | Reduced | 2,406 | 384 | 0.01% | 0.02% | 143 | -7 | -0.29% | Q1 2026 | Apr 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,347 | 376 | 0.0% | 0.0% | 145 | -1,296 | -35.58% | Q1 2026 | Apr 30, 2026 |
| FMR LLC | History | Added to | 2,359 | 376 | 0.0% | 0.0% | 144 | +583 | 32.83% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 2,726 | 373 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 2,272 | 362 | 0.0% | 0.0% | 147 | +503 | 28.43% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 2,257 | 360 | 0.0% | 0.0% | 148 | -3,145 | -58.22% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,121 | 338 | 0.0% | 0.0% | 149 | -112 | -5.02% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 2,100 | 335 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | New | 2,085 | 332 | 0.02% | — | 151 | +2,085 | New | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 2,073 | 331 | 0.01% | 0.01% | 152 | -224 | -9.75% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,974 | 315 | 0.0% | 0.0% | 153 | -492 | -19.95% | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | New | 1,959 | 312 | 0.0% | — | 154 | +1,959 | New | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1,910 | 305 | 0.04% | 0.03% | 155 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Regal Partners Ltd | History | New | 1,906 | 304 | 0.02% | — | 156 | +1,906 | New | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,890 | 301 | 0.0% | 0.0% | 158 | +234 | 14.13% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 2,200 | 301 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 1,819 | 290 | 0.03% | 0.02% | 159 | +60 | 3.41% | Q1 2026 | May 07, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,803 | 287 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ballentine Partners, LLC | History | No change | 1,794 | 286 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,734 | 276 | 0.01% | 0.0% | 162 | +1,422 | 455.77% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 1,659 | 264 | 0.0% | — | 163 | +1,659 | New | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,649 | 263 | 0.0% | — | 164 | +1,649 | New | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 1,518 | 242 | 0.01% | — | 165 | +1,518 | New | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 1,507 | 240 | 0.0% | 0.0% | 166 | -1,028 | -40.55% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Reduced | 1,423 | 227 | 0.02% | 0.02% | 167 | -173 | -10.84% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | New | 1,420 | 226 | 0.0% | — | 168 | +1,420 | New | Q1 2026 | May 07, 2026 |
| Reliant Investment Management, LLC | History | New | 1,400 | 223 | 0.11% | — | 169 | +1,400 | New | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,296 | 210 | 0.0% | 0.0% | 170 | -539 | -29.37% | Q1 2026 | Apr 08, 2026 |
| Vestcor Inc | History | New | 1,295 | 207 | 0.01% | — | 171 | +1,295 | New | Q1 2026 | May 12, 2026 |
| Wheelhouse Advisory Group LLC | History | New | 1,264 | 201 | 0.07% | — | 172 | +1,264 | New | Q1 2026 | Apr 23, 2026 |
| Freestone Grove Partners LP | History | New | 1,229 | 196 | 0.0% | — | 173 | +1,229 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,119 | 178 | 0.0% | 0.0% | 174 | -141 | -11.19% | Q1 2026 | May 08, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 1,094 | 174 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,061 | 169 | 0.01% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 887 | 141 | 0.0% | 0.0% | 177 | -2 | -0.22% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 675 | 108 | 0.0% | 0.0% | 178 | -720 | -51.61% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 673 | 107 | 0.0% | 0.0% | 179 | +6 | 0.9% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 770 | 105 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 559 | 89 | 0.0% | 0.0% | 181 | -164 | -22.68% | Q1 2026 | May 06, 2026 |
| KBC Group NV | History | New | 511 | 82 | 0.0% | — | 182 | +511 | New | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 508 | 81 | 0.01% | 0.01% | 183 | +10 | 2.01% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 421 | 67 | 0.0% | 0.0% | 184 | -311 | -42.49% | Q1 2026 | Apr 22, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 405 | 65 | 0.0% | — | 185 | +399 | 6650.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 368 | 58 | 0.0% | 0.0% | 187 | +48 | 15.0% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | Added to | 367 | 58 | 0.0% | 0.0% | 186 | +9 | 2.51% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 311 | 49 | 0.0% | 0.0% | 188 | +69 | 28.51% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 288 | 45 | 0.0% | 0.0% | 189 | +1 | 0.35% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 246 | 39 | 0.0% | 0.0% | 190 | -22 | -8.21% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | No change | 213 | 34 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 203 | 32 | 0.0% | 0.0% | 192 | +1 | 0.5% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 179 | 28 | 0.0% | 0.0% | 193 | +25 | 16.23% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 171 | 27 | 0.0% | 0.0% | 195 | -18 | -9.52% | Q1 2026 | Apr 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 174 | 27 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 164 | 26 | 0.0% | — | 196 | +164 | New | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 146 | 23 | 0.0% | 0.0% | 197 | -9 | -5.81% | Q1 2026 | Apr 07, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 120 | 19 | 0.0% | 0.0% | 198 | +19 | 18.81% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 116 | 18 | 0.0% | 0.0% | 199 | +25 | 27.47% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 111 | 17 | 0.0% | 0.0% | 200 | -28 | -20.14% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 100 | 16 | 0.0% | 0.0% | 201 | +47 | 88.68% | Q1 2026 | Apr 28, 2026 |
| WHITTIER TRUST CO | History | No change | 100 | 16 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 97 | 15 | 0.0% | 0.0% | 203 | +25 | 34.72% | Q1 2026 | May 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 100 | 15 | 0.0% | 0.0% | 204 | +12 | 13.64% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 81 | 12 | 0.0% | 0.0% | 205 | -267 | -76.72% | Q1 2026 | May 14, 2026 |
| Kemnay Advisory Services Inc. | History | New | 79 | 12 | 0.0% | — | 206 | +79 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 78 | 12 | 0.0% | — | 207 | +78 | New | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 67 | 10 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | No change | 65 | 10 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Covestor Ltd | History | Reduced | 59 | 9 | 0.01% | 0.01% | 210 | -22 | -27.16% | Q1 2026 | May 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 53 | 8 | 0.0% | 0.0% | 212 | +6 | 12.77% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 52 | 8 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 53 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 49 | 7 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WealthCollab, LLC | History | No change | 32 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 30 | 4 | 0.0% | 0.0% | 218 | +18 | 150.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 26 | 4 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 29 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 22 | 3 | 0.0% | — | 221 | +22 | New | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cornerstone Financial Management LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 13 | 2 | 0.0% | — | 222 | +13 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 11 | 1 | 0.0% | — | 226 | +8 | 266.67% | Q1 2026 | Apr 24, 2026 |
| Dogwood Wealth Management LLC | History | New | 8 | 1 | 0.0% | — | 228 | +8 | New | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 12 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 8 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -50,342 | -100.0% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,225 | -100.0% | Q1 2026 | May 15, 2026 |
| Eversept Partners, LP | History | Closed out | 0 | 0 | — | 0.2% | — | -28,577 | -100.0% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -28,494 | -100.0% | Q1 2026 | May 15, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -12,085 | -100.0% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -10,411 | -100.0% | Q1 2026 | May 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,357 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,302 | -100.0% | Q1 2026 | May 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -3,687 | -100.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,280 | -100.0% | Q1 2026 | May 11, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q1 2026 | May 11, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,435 | -100.0% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,403 | -100.0% | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,193 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,045 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -1,481 | -100.0% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -559 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -502 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -306 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -156 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | 0.0% | — | -15 | -93.75% | Q1 2026 | Apr 27, 2026 |
| JPL Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 21, 2026 |
| Abound Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 10, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bell Investment Advisors, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| True Wealth Design, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |