NICE Ltd. - NICE
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 4,578,940 | 504,873 | 0.27% | 0.02% | 1 | +4,315,414 | 1637.57% | Q1 2026 | May 04, 2026 |
| HARDING LOEVNER LP | History | Reduced | 2,533,246 | 279,272 | 2.87% | 2.57% | 2 | -47,343 | -1.83% | Q1 2026 | May 15, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 2,229,590 | 245,837 | 1.74% | 0.61% | 3 | +1,522,382 | 215.27% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Added to | 2,055,657 | 226,656 | 0.18% | 0.15% | 4 | +323,520 | 18.68% | Q1 2026 | May 15, 2026 |
| Clal Insurance Enterprises Holdings Ltd | History | Reduced | 1,631,890 | 179,321 | 1.08% | 1.19% | 5 | -15,000 | -0.91% | Q1 2026 | May 12, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Reduced | 1,493,094 | 164,628 | 0.78% | 0.99% | 6 | -366,175 | -19.69% | Q1 2026 | May 14, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 1,161,305 | 128,045 | 0.21% | 0.21% | 7 | -95,447 | -7.59% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,041,571 | 114,843 | 0.09% | 0.08% | 8 | +80,425 | 8.37% | Q1 2026 | May 14, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 1,028,172 | 113,366 | 0.77% | 0.86% | 9 | +148,113 | 16.83% | Q1 2026 | May 05, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 921,270 | 101,579 | 0.88% | 1.6% | 10 | -725,420 | -44.05% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 705,193 | 79,715 | 0.03% | 0.02% | 11 | +59,985 | 9.3% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 681,836 | 75,179 | 0.12% | 0.17% | 12 | -215,609 | -24.02% | Q1 2026 | May 15, 2026 |
| RPD Fund Management LLC | History | Reduced | 673,037 | 74,209 | 24.26% | 43.42% | 13 | -212,968 | -24.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 662,531 | 73,050 | 0.01% | 0.01% | 14 | +168,674 | 34.15% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 654,114 | 72,122 | 0.01% | 0.03% | 15 | -2,013,072 | -75.48% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 644,624 | 71,076 | 0.01% | 0.02% | 16 | -24,460 | -3.66% | Q1 2026 | May 13, 2026 |
| Vulcan Value Partners, LLC | History | New | 572,311 | 63,103 | 1.67% | — | 17 | +572,311 | New | Q1 2026 | May 11, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Added to | 544,379 | 60,023 | 0.18% | 0.15% | 18 | +19,470 | 3.71% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 533,473 | 58,821 | 0.0% | 0.0% | 19 | -29,291 | -5.2% | Q1 2026 | May 15, 2026 |
| Black Creek Investment Management Inc. | History | Reduced | 530,904 | 58,537 | 3.14% | 3.28% | 20 | -53,305 | -9.12% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | Reduced | 464,452 | 51,225 | 0.05% | 0.06% | 21 | -6,102 | -1.3% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 436,930 | 48,175 | 0.0% | 0.0% | 22 | +109,423 | 33.41% | Q1 2026 | May 13, 2026 |
| Swedbank AB | History | No change | 375,700 | 41,424 | 0.04% | 0.04% | 23 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 297,479 | 32,800 | 0.01% | 0.02% | 24 | -1,169,180 | -79.72% | Q1 2026 | May 15, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Added to | 287,352 | 31,683 | 1.52% | 1.29% | 25 | +39,925 | 16.14% | Q1 2026 | May 12, 2026 |
| Phoenix Financial Ltd. | History | New | 283,500 | 31,258 | 0.3% | — | 26 | +283,500 | New | Q1 2026 | May 11, 2026 |
| BRUNI J V & CO /CO | History | Added to | 279,906 | 30,862 | 3.22% | 3.09% | 27 | +1,479 | 0.53% | Q1 2026 | May 07, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 272,975 | 30,098 | 0.87% | 0.9% | 28 | -107 | -0.04% | Q1 2026 | May 08, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 272,299 | 30,023 | 0.51% | 0.48% | 29 | -10,333 | -3.66% | Q1 2026 | May 07, 2026 |
| Kopernik Global Investors, LLC | History | New | 250,948 | 27,669 | 1.93% | — | 30 | +250,948 | New | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 237,229 | 26,156 | 0.04% | 0.09% | 31 | -321,596 | -57.55% | Q1 2026 | May 08, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 211,107 | 23,276 | 0.06% | 0.06% | 32 | +12,971 | 6.55% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 194,717 | 21,468 | 0.02% | 0.02% | 33 | +18,631 | 10.58% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 182,817 | 20,157 | 0.01% | 0.0% | 34 | +38,183 | 26.4% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 177,147 | 19,532 | 0.0% | 0.0% | 35 | -73,135 | -29.22% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 173,896 | 19,173 | 0.0% | 0.0% | 36 | +37,865 | 27.84% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 171,668 | 18,928 | 0.08% | 0.08% | 37 | +9,116 | 5.61% | Q1 2026 | May 15, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Reduced | 171,000 | 18,854 | 1.19% | 1.54% | 38 | -34,600 | -16.83% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 170,144 | 18,745 | 0.03% | 0.02% | 39 | +47,791 | 39.06% | Q1 2026 | May 14, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Reduced | 157,593 | 17,376 | 0.93% | 1.45% | 40 | -133,901 | -45.94% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 155,931 | 17,192 | 0.0% | 0.0% | 41 | +98,324 | 170.68% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 143,789 | 15,855 | 0.0% | 0.0% | 42 | +5,360 | 3.87% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 143,491 | 15,821 | 0.01% | 0.0% | 43 | +80,082 | 126.29% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 132,172 | 14,573 | 0.0% | 0.0% | 44 | +33,853 | 34.43% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 117,833 | 12,992 | 0.0% | 0.0% | 45 | +6,602 | 5.94% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Added to | 117,960 | 12,908 | 0.03% | 0.01% | 46 | +71,056 | 151.49% | Q1 2026 | May 15, 2026 |
| Kopion Asset Management, LLC | History | Added to | 115,026 | 12,682 | 9.87% | 8.6% | 47 | +8,594 | 8.07% | Q1 2026 | Apr 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 114,400 | 12,613 | 0.0% | 0.01% | 48 | -450,190 | -79.74% | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 112,590 | 12,398 | 0.02% | 0.11% | 49 | -482,751 | -81.09% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 96,767 | 10,669 | 0.02% | 0.04% | 50 | -75,833 | -43.94% | Q1 2026 | May 15, 2026 |
| Blue Door Asset Management, LLC | History | Reduced | 96,000 | 10,584 | 6.67% | 6.54% | 51 | -46,900 | -32.82% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 95,794 | 10,562 | 0.01% | 0.01% | 52 | -4,148 | -4.15% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 87,967 | 9,699 | 0.01% | 0.02% | 53 | -20,339 | -18.78% | Q1 2026 | May 06, 2026 |
| PEAK6 LLC | History | Reduced | 69,790 | 7,695 | 0.02% | 0.04% | 54 | -112,110 | -61.63% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 66,955 | 7,382 | 0.01% | 0.01% | 55 | +2,695 | 4.19% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 66,312 | 7,311 | 0.01% | 0.01% | 56 | +24,123 | 57.18% | Q1 2026 | May 15, 2026 |
| Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) | History | No change | 66,098 | 7,287 | 0.92% | 1.04% | 57 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| M&G Plc | History | No change | 61,337 | 6,747 | 0.03% | 0.04% | 58 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 60,713 | 6,694 | 0.15% | 0.18% | 59 | -10,728 | -15.02% | Q1 2026 | May 13, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 59,083 | 6,514 | 0.02% | 0.02% | 60 | +9,345 | 18.79% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 57,436 | 6,332 | 0.0% | 0.01% | 61 | -111,725 | -66.05% | Q1 2026 | May 06, 2026 |
| Clear Street Group Inc. | History | New | 57,000 | 6,284 | 0.03% | — | 62 | +57,000 | New | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 53,569 | 5,906 | 0.45% | 0.98% | 63 | -64,031 | -54.45% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 49,494 | 5,457 | 0.0% | 0.0% | 64 | +12,890 | 35.21% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 47,544 | 5,242 | 0.01% | — | 65 | +47,544 | New | Q1 2026 | May 14, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 46,939 | 5,175 | 0.54% | 0.39% | 66 | +9,726 | 26.14% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 45,197 | 4,983 | 0.0% | 0.0% | 67 | +23,899 | 112.21% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 44,844 | 4,944 | 0.0% | 0.0% | 68 | -5,356 | -10.67% | Q1 2026 | May 15, 2026 |
| PB INVESTMENT PARTNERS, L.P. | History | Added to | 43,601 | 4,807 | 3.78% | 2.22% | 69 | +12,709 | 41.14% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 41,285 | 4,552 | 0.0% | 0.0% | 70 | +32,046 | 346.86% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 41,268 | 4,545 | 0.0% | 0.0% | 71 | +29,338 | 245.92% | Q1 2026 | May 08, 2026 |
| Woodline Partners LP | History | Added to | 41,092 | 4,530 | 0.02% | 0.02% | 72 | +6,661 | 19.35% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 40,858 | 4,504 | 0.0% | 0.0% | 73 | -6,219 | -13.21% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 39,916 | 4,401 | 0.01% | 0.01% | 74 | -3,232 | -7.49% | Q1 2026 | May 14, 2026 |
| Mediolanum International Funds Ltd | History | Reduced | 40,301 | 4,383 | 0.05% | 0.06% | 75 | -15,336 | -27.56% | Q1 2026 | May 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 38,957 | 4,295 | 0.01% | 0.03% | 76 | -137,517 | -77.92% | Q1 2026 | May 15, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 37,200 | 4,101 | 1.27% | 1.23% | 77 | -975 | -2.55% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 34,370 | 3,789 | 0.0% | 0.0% | 78 | +6,275 | 22.33% | Q1 2026 | May 12, 2026 |
| Corecam Pte. Ltd. | History | Added to | 32,050 | 3,533 | 1.53% | 1.83% | 79 | +850 | 2.72% | Q1 2026 | Apr 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 31,838 | 3,510 | 0.0% | 0.0% | 80 | -5,007 | -13.59% | Q1 2026 | May 13, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 31,061 | 3,424 | 0.46% | 0.3% | 81 | +14,390 | 86.32% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 30,414 | 3,353 | 0.0% | 0.0% | 82 | +4,237 | 16.19% | Q1 2026 | May 12, 2026 |
| SATURNA CAPITAL CORP | History | Added to | 29,644 | 3,268 | 0.05% | 0.03% | 83 | +10,752 | 56.91% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 28,760 | 3,171 | 0.04% | 0.04% | 84 | +2,964 | 11.49% | Q1 2026 | Apr 23, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 28,129 | 3,059 | 0.0% | 0.0% | 85 | -28,738 | -50.54% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 27,111 | 2,989 | 0.0% | 0.0% | 86 | +3,907 | 16.84% | Q1 2026 | May 15, 2026 |
| Haven Capital Group, Inc. | History | No change | 26,641 | 2,937 | 2.73% | 2.82% | 87 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | Reduced | 26,396 | 2,910 | 0.61% | 1.11% | 88 | -22,400 | -45.91% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 26,032 | 2,870 | 0.03% | 0.04% | 89 | -2,937 | -10.14% | Q1 2026 | May 15, 2026 |
| Guardian Wealth Management, Inc. | History | Added to | 25,629 | 2,825 | 1.54% | 0.6% | 90 | +16,525 | 181.51% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 25,091 | 2,766 | 0.0% | 0.0% | 91 | +5,021 | 25.02% | Q1 2026 | May 06, 2026 |
| NORGES BANK | History | No change | 23,828 | 2,693 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Private Advisor Group, LLC | History | Added to | 23,927 | 2,638 | 0.01% | 0.01% | 93 | +587 | 2.51% | Q1 2026 | Apr 24, 2026 |
| Altshuler Shaham Ltd | History | Added to | 22,556 | 2,472 | 0.04% | 0.02% | 94 | +11,521 | 104.4% | Q1 2026 | May 18, 2026 |
| Mariner, LLC | History | Added to | 22,241 | 2,451 | 0.0% | 0.0% | 95 | +2,381 | 11.99% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 21,192 | 2,336 | 0.0% | 0.0% | 96 | -19,059 | -47.35% | Q1 2026 | May 05, 2026 |
| TT International Asset Management LTD | History | Added to | 20,462 | 2,256 | 0.25% | 0.36% | 97 | +5,548 | 37.2% | Q1 2026 | Apr 24, 2026 |
| Cetera Investment Advisers | History | Added to | 20,233 | 2,230 | 0.0% | 0.0% | 98 | +11,093 | 121.37% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 19,550 | 2,155 | 0.0% | 0.0% | 99 | +1,050 | 5.68% | Q1 2026 | May 11, 2026 |
| ARK Investment Management LLC | History | Added to | 19,245 | 2,121 | 0.02% | 0.01% | 100 | +2,996 | 18.44% | Q1 2026 | May 12, 2026 |
| Collaborative Fund Advisors, LLC | History | New | 19,215 | 2,118 | 1.31% | — | 101 | +19,215 | New | Q1 2026 | Apr 28, 2026 |
| Taylor Frigon Capital Management LLC | History | Added to | 17,995 | 1,984 | 1.13% | 0.95% | 102 | +1,329 | 7.97% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 17,823 | 1,965 | 0.0% | 0.0% | 103 | -595 | -3.23% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 17,448 | 1,923 | 0.08% | 0.04% | 104 | +9,755 | 126.8% | Q1 2026 | Apr 21, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 17,314 | 1,909 | 0.0% | 0.0% | 105 | +434 | 2.57% | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 17,231 | 1,899 | 0.01% | 0.01% | 106 | +5,380 | 45.4% | Q1 2026 | May 14, 2026 |
| Bronte Capital Management Pty Ltd. | History | Reduced | 17,091 | 1,884 | 0.19% | 0.23% | 107 | -3,231 | -15.9% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Added to | 16,888 | 1,862 | 0.0% | 0.0% | 108 | +3,709 | 28.14% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 16,746 | 1,846 | 0.0% | 0.01% | 109 | -2,504 | -13.01% | Q1 2026 | Apr 30, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 16,476 | 1,816 | 0.01% | 0.02% | 110 | -13,743 | -45.48% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 16,186 | 1,784 | 0.0% | 0.01% | 111 | -140 | -0.86% | Q1 2026 | May 01, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 16,100 | 1,775 | 0.0% | 0.04% | 112 | -332,106 | -95.38% | Q1 2026 | May 15, 2026 |
| Corecam AG | History | No change | 16,000 | 1,764 | 1.5% | 1.77% | 113 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 15,600 | 1,720 | 0.01% | 0.01% | 114 | -27,454 | -63.77% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 15,238 | 1,680 | 0.02% | 0.01% | 115 | +7,026 | 85.56% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 15,086 | 1,663 | 0.0% | 0.0% | 116 | -54,337 | -78.27% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Added to | 15,029 | 1,657 | 0.04% | 0.02% | 117 | +6,690 | 80.23% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 14,790 | 1,630 | 0.02% | 0.02% | 118 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 14,233 | 1,569 | 0.0% | 0.0% | 119 | -6,318 | -30.74% | Q1 2026 | May 14, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Added to | 14,225 | 1,568 | 0.18% | 0.17% | 120 | +950 | 7.16% | Q1 2026 | Apr 21, 2026 |
| Vident Advisory, LLC | History | New | 13,804 | 1,522 | 0.01% | — | 121 | +13,804 | New | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 13,783 | 1,520 | 0.02% | 0.02% | 122 | +851 | 6.58% | Q1 2026 | May 01, 2026 |
| BROWN ADVISORY INC | History | New | 13,575 | 1,496 | 0.0% | — | 123 | +13,575 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 13,505 | 1,489 | 0.0% | 0.0% | 124 | +4,213 | 45.34% | Q1 2026 | May 13, 2026 |
| BTC Capital Management, Inc. | History | Added to | 13,286 | 1,464 | 0.1% | 0.08% | 125 | +3,142 | 30.97% | Q1 2026 | Apr 20, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,987 | 1,431 | 0.0% | 0.0% | 126 | -5,818 | -30.94% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 12,638 | 1,393 | 0.01% | 0.0% | 127 | +4,239 | 50.47% | Q1 2026 | May 11, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 12,287 | 1,390 | 0.04% | 0.05% | 128 | -8,393 | -40.59% | Q1 2026 | Apr 08, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 12,181 | 1,343 | 0.86% | 0.82% | 129 | -148 | -1.2% | Q1 2026 | Apr 22, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Added to | 12,138 | 1,338 | 0.02% | 0.01% | 130 | +6,304 | 108.06% | Q1 2026 | Apr 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,934 | 1,315 | 0.0% | 0.0% | 131 | -1,720 | -12.6% | Q1 2026 | Apr 27, 2026 |
| SIH Partners, LLLP | History | New | 11,525 | 1,270 | 0.02% | — | 132 | +11,525 | New | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 11,154 | 1,229 | 0.0% | 0.0% | 133 | +683 | 6.52% | Q1 2026 | Apr 24, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 10,642 | 1,173 | 0.0% | 0.01% | 134 | -3,392 | -24.17% | Q1 2026 | May 13, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 10,000 | 1,102 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 9,811 | 1,082 | 0.0% | 0.0% | 136 | +351 | 3.71% | Q1 2026 | Apr 22, 2026 |
| Squarepoint Ops LLC | History | Reduced | 9,800 | 1,080 | 0.0% | 0.02% | 137 | -128,451 | -92.91% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 9,782 | 1,078 | 0.01% | 0.02% | 138 | -4,736 | -32.62% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 9,715 | 1,071 | 0.0% | 0.0% | 139 | +3,276 | 50.88% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 9,598 | 1,058 | 0.0% | 0.0% | 140 | -653 | -6.37% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 9,050 | 997 | 0.0% | 0.0% | 141 | +18 | 0.2% | Q1 2026 | May 15, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | No change | 8,722 | 985 | 0.06% | 0.06% | 142 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Brooklyn Investment Group | History | Added to | 8,644 | 952 | 0.03% | 0.03% | 143 | +3,431 | 65.82% | Q1 2026 | Apr 29, 2026 |
| LGT Group Foundation | History | Added to | 8,563 | 944 | 0.01% | 0.01% | 144 | +1,562 | 22.31% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 8,273 | 912 | 0.01% | 0.01% | 145 | +3,765 | 83.52% | Q1 2026 | May 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8,234 | 907 | 0.0% | 0.0% | 146 | -31 | -0.38% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 8,168 | 900 | 0.0% | 0.0% | 147 | -965 | -10.57% | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | Reduced | 8,094 | 892 | 0.1% | 0.2% | 148 | -851 | -9.51% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 8,074 | 890 | 0.01% | 0.01% | 149 | -109 | -1.33% | Q1 2026 | May 12, 2026 |
| TLWM | History | Added to | 7,894 | 870 | 0.16% | 0.15% | 150 | +453 | 6.09% | Q1 2026 | Apr 08, 2026 |
| Murphy Pohlad Asset Management LLC | History | Added to | 7,690 | 847 | 0.3% | 0.26% | 151 | +1,660 | 27.53% | Q1 2026 | Apr 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 7,577 | 835 | 0.01% | 0.01% | 152 | -1,291 | -14.56% | Q1 2026 | Apr 23, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Reduced | 7,550 | 832 | 0.23% | 0.24% | 153 | -510 | -6.33% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,526 | 829 | 0.0% | 0.0% | 154 | +388 | 5.44% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,131 | 786 | 0.0% | 0.0% | 155 | +4,195 | 142.88% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | New | 6,967 | 768 | 0.0% | — | 156 | +6,967 | New | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 6,883 | 758 | 0.01% | 0.01% | 157 | +2,697 | 64.43% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 6,699 | 738 | 0.0% | 0.0% | 158 | +3,729 | 125.56% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 6,617 | 729 | 0.0% | 0.0% | 159 | +459 | 7.45% | Q1 2026 | May 04, 2026 |
| Aurora Investment Counsel | History | Reduced | 6,577 | 725 | 0.4% | 0.4% | 160 | -105 | -1.57% | Q1 2026 | May 06, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 6,568 | 724 | 0.13% | 0.07% | 161 | +3,078 | 88.19% | Q1 2026 | Apr 09, 2026 |
| STATE STREET CORP | History | Added to | 6,324 | 697 | 0.0% | 0.0% | 162 | +2,200 | 53.35% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,154 | 678 | 0.01% | 0.09% | 163 | -28,323 | -82.15% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,702 | 670 | 0.0% | 0.0% | 164 | -8,556 | -56.08% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 6,039 | 654 | 0.0% | 0.0% | 165 | -585 | -8.83% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,658 | 623 | 0.0% | 0.0% | 167 | -2,099 | -27.06% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 5,655 | 623 | 0.0% | 0.0% | 166 | +1,783 | 46.05% | Q1 2026 | Apr 30, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | Reduced | 5,611 | 618 | 0.1% | 1.22% | 168 | -50,089 | -89.93% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 5,502 | 606 | 0.01% | 0.02% | 169 | -6,977 | -55.91% | Q1 2026 | May 11, 2026 |
| Hara Capital LLC | History | Reduced | 5,482 | 604 | 0.3% | 0.35% | 170 | -43 | -0.78% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,411 | 596 | 0.01% | 0.0% | 171 | +1,406 | 35.11% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,236 | 577 | 0.0% | 0.0% | 172 | +453 | 9.47% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,118 | 564 | 0.02% | 0.0% | 173 | +3,656 | 250.07% | Q1 2026 | May 13, 2026 |
| One Wealth Advisors, LLC | History | Added to | 5,090 | 561 | 0.07% | 0.07% | 174 | +17 | 0.34% | Q1 2026 | Apr 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,059 | 557 | 0.0% | 0.0% | 176 | +1,651 | 48.44% | Q1 2026 | May 08, 2026 |
| Inspire Advisors, LLC | History | Added to | 5,054 | 557 | 0.05% | 0.04% | 177 | +1,010 | 24.98% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Added to | 5,060 | 557 | 0.02% | 0.03% | 175 | +70 | 1.4% | Q1 2026 | Apr 30, 2026 |
| Walleye Capital LLC | History | Reduced | 5,019 | 553 | 0.0% | 0.01% | 179 | -16,003 | -76.13% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 5,024 | 553 | 0.0% | 0.0% | 178 | -575 | -10.27% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,924 | 542 | 0.0% | 0.0% | 180 | -888 | -15.28% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 4,884 | 531 | 0.09% | — | 181 | +4,884 | New | Q1 2026 | May 12, 2026 |
| Aureus Asset Management, LLC | History | Added to | 4,807 | 530 | 0.04% | 0.03% | 183 | +807 | 20.18% | Q1 2026 | May 13, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 4,814 | 530 | 0.07% | 0.07% | 182 | -186 | -3.72% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 4,792 | 527 | 0.0% | 0.0% | 184 | +1,001 | 26.4% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 4,758 | 524 | 0.01% | 0.01% | 185 | +1,516 | 46.76% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 4,737 | 522 | 0.0% | 0.0% | 186 | -7,592 | -61.58% | Q1 2026 | May 05, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 4,498 | 495 | 0.0% | 0.0% | 187 | -19 | -0.42% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,408 | 485 | 0.0% | 0.0% | 188 | +2 | 0.05% | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | New | 4,232 | 466 | 0.08% | — | 189 | +4,232 | New | Q1 2026 | Apr 28, 2026 |
| FORA Capital, LLC | History | Reduced | 4,155 | 458 | 0.03% | 0.1% | 190 | -3,397 | -44.98% | Q1 2026 | May 14, 2026 |
| SUMMITRY LLC | History | Added to | 4,081 | 449 | 0.02% | 0.02% | 191 | +215 | 5.56% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 4,023 | 443 | 0.01% | 0.0% | 192 | +533 | 15.27% | Q1 2026 | May 13, 2026 |
| Provident Living Financial Services, Inc. | History | Reduced | 3,911 | 431 | 0.48% | 0.45% | 193 | -113 | -2.81% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 3,844 | 423 | 0.0% | 0.0% | 194 | +1,412 | 58.06% | Q1 2026 | Apr 20, 2026 |
| NBC SECURITIES, INC. | History | Added to | 3,775 | 416 | 0.03% | 0.03% | 195 | +838 | 28.53% | Q1 2026 | Apr 14, 2026 |
| Savant Capital, LLC | History | New | 3,769 | 415 | 0.0% | — | 196 | +3,769 | New | Q1 2026 | May 04, 2026 |
| Aaron Wealth Advisors LLC | History | New | 3,742 | 412 | 0.02% | — | 197 | +3,742 | New | Q1 2026 | Apr 21, 2026 |
| Pursuit Wealth Management LLC | History | No change | 3,634 | 410 | 0.35% | 0.35% | 198 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 3,707 | 408 | 0.1% | 0.07% | 199 | +1,223 | 49.24% | Q1 2026 | Apr 08, 2026 |
| Ethic Inc. | History | New | 3,650 | 402 | 0.01% | — | 200 | +3,650 | New | Q1 2026 | Apr 27, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 3,627 | 399 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| One Capital Management, LLC | History | Reduced | 3,598 | 396 | 0.01% | 0.01% | 202 | -300 | -7.7% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | New | 3,589 | 395 | 0.0% | — | 203 | +3,589 | New | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 3,563 | 392 | 0.04% | 0.04% | 205 | +475 | 15.38% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 3,563 | 392 | 0.0% | 0.0% | 204 | +260 | 7.87% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | No change | 3,450 | 380 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 3,345 | 368 | 0.01% | 0.06% | 207 | -15,588 | -82.33% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 3,286 | 362 | 0.0% | 0.0% | 208 | +772 | 30.71% | Q1 2026 | May 05, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 3,200 | 352 | 0.03% | 0.03% | 209 | +4 | 0.13% | Q1 2026 | Apr 22, 2026 |
| ProShare Advisors LLC | History | Added to | 3,105 | 342 | 0.0% | 0.0% | 210 | +180 | 6.15% | Q1 2026 | Apr 24, 2026 |
| Caprock Group, LLC | History | Added to | 2,990 | 329 | 0.01% | 0.0% | 211 | +1,189 | 66.02% | Q1 2026 | May 11, 2026 |
| Dynasty Wealth Management, LLC | History | New | 2,938 | 323 | 0.0% | — | 213 | +2,938 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,931 | 323 | 0.0% | 0.0% | 212 | +978 | 50.08% | Q1 2026 | Apr 07, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 2,928 | 322 | 0.0% | 0.0% | 214 | +638 | 27.86% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | New | 2,882 | 317 | 0.03% | — | 215 | +2,882 | New | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 2,873 | 316 | 0.0% | 0.0% | 216 | -2,757 | -48.97% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,860 | 315 | 0.01% | 0.01% | 218 | -643 | -18.36% | Q1 2026 | Apr 22, 2026 |
| Formidable Asset Management, LLC | History | No change | 2,864 | 315 | 0.05% | 0.05% | 217 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,800 | 308 | 0.0% | 0.0% | 219 | +231 | 8.99% | Q1 2026 | May 07, 2026 |
| Venturi Wealth Management, LLC | History | New | 2,762 | 304 | 0.01% | — | 220 | +2,762 | New | Q1 2026 | Apr 21, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,915 | 297 | 0.0% | 0.0% | 222 | +8,472 | 131.49% | Q1 2026 | Apr 08, 2026 |
| FCA CORP /TX | History | No change | 2,700 | 297 | 0.08% | 0.09% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,673 | 295 | 0.0% | 0.0% | 223 | -11,864 | -81.61% | Q1 2026 | Apr 16, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 2,603 | 287 | 0.02% | 0.02% | 224 | +189 | 7.83% | Q1 2026 | Apr 29, 2026 |
| Inspire Investing, LLC | History | Added to | 2,598 | 286 | 0.02% | 0.02% | 225 | +622 | 31.48% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 2,576 | 284 | 0.03% | 0.04% | 226 | +242 | 10.37% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | No change | 2,431 | 268 | 0.05% | 0.05% | 227 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 2,403 | 264 | 0.03% | 0.03% | 228 | -21 | -0.87% | Q1 2026 | May 05, 2026 |
| Abacus Wealth Partners, LLC | History | New | 2,381 | 262 | 0.02% | — | 229 | +2,381 | New | Q1 2026 | Apr 24, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 2,289 | 252 | 0.0% | 0.0% | 230 | -155 | -6.34% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,280 | 251 | 0.0% | 0.01% | 231 | -40,996 | -94.73% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,201 | 242 | 0.0% | 0.0% | 232 | +1,115 | 102.67% | Q1 2026 | Apr 07, 2026 |
| Merit Financial Group, LLC | History | Added to | 2,131 | 234 | 0.0% | 0.0% | 233 | +331 | 18.39% | Q1 2026 | Apr 15, 2026 |
| BFSG, LLC | History | Added to | 2,109 | 232 | 0.02% | 0.02% | 234 | +25 | 1.2% | Q1 2026 | Apr 28, 2026 |
| Leslie Global Wealth, LLC | History | No change | 2,099 | 231 | 0.12% | 0.11% | 235 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,092 | 230 | 0.0% | 0.0% | 236 | +701 | 50.4% | Q1 2026 | May 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 2,046 | 225 | 0.01% | — | 237 | +2,046 | New | Q1 2026 | May 14, 2026 |
| Plan A Wealth LLC | History | New | 2,013 | 221 | 0.11% | — | 239 | +2,013 | New | Q1 2026 | May 15, 2026 |
| Summit Creek Advisors LLC | History | No change | 2,008 | 221 | 0.05% | 0.04% | 238 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Summit Trail Advisors, LLC | History | New | 1,991 | 219 | 0.0% | — | 240 | +1,991 | New | Q1 2026 | May 12, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 1,979 | 218 | 0.01% | 0.01% | 241 | -51 | -2.51% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 1,916 | 211 | 0.01% | 0.01% | 242 | -43 | -2.19% | Q1 2026 | May 08, 2026 |
| SYON CAPITAL LLC | History | New | 1,815 | 200 | 0.01% | — | 243 | +1,815 | New | Q1 2026 | May 13, 2026 |
| ALLIANZ SE | History | No change | 1,700 | 187 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,623 | 178 | 0.0% | 0.0% | 245 | -327 | -16.77% | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 1,392 | 153 | 0.01% | 0.02% | 246 | -1,143 | -45.09% | Q1 2026 | Apr 23, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 1,295 | 142 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| United Community Bank | History | New | 1,280 | 141 | 0.05% | — | 248 | +1,280 | New | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,194 | 132 | 0.0% | 0.0% | 249 | -197 | -14.16% | Q1 2026 | May 06, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 976 | 107 | 0.0% | 0.0% | 250 | +60 | 6.55% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 924 | 101 | 0.0% | 0.0% | 251 | -1,211 | -56.72% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | Added to | 923 | 101 | 0.0% | 0.0% | 252 | +549 | 146.79% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 872 | 98 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 861 | 93 | 0.0% | 0.0% | 255 | -222 | -20.5% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 851 | 93 | 0.0% | 0.0% | 254 | +6 | 0.71% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 699 | 77 | 0.0% | 0.0% | 256 | +66 | 10.43% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 676 | 74 | 0.0% | 0.0% | 257 | +191 | 39.38% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | No change | 635 | 70 | 0.02% | 0.02% | 258 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 602 | 66 | 0.0% | 0.0% | 259 | +301 | 100.0% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 589 | 64 | 0.01% | 0.01% | 261 | +183 | 45.07% | Q1 2026 | Apr 06, 2026 |
| Smithfield Trust Co | History | No change | 580 | 64 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | Reduced | 560 | 61 | 0.01% | 0.07% | 263 | -4,921 | -89.78% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Added to | 558 | 61 | 0.0% | 0.0% | 262 | +5 | 0.9% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | New | 507 | 56 | 0.04% | — | 264 | +507 | New | Q1 2026 | May 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 506 | 55 | 0.01% | — | 266 | +506 | New | Q1 2026 | May 11, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 500 | 55 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | New | 450 | 50 | 0.0% | — | 268 | +450 | New | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 456 | 50 | 0.0% | 0.0% | 267 | -170 | -27.16% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 445 | 48 | 0.0% | 0.0% | 271 | -2,017 | -81.93% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 441 | 48 | 0.0% | 0.0% | 269 | -254 | -36.55% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 440 | 48 | 0.0% | 0.0% | 270 | +80 | 22.22% | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 411 | 45 | 0.01% | — | 272 | +411 | New | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | New | 400 | 44 | 0.0% | — | 273 | +400 | New | Q1 2026 | May 19, 2026 |
| Cromwell Holdings LLC | History | Added to | 388 | 42 | 0.02% | 0.01% | 275 | +190 | 95.96% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 382 | 42 | 0.0% | 0.0% | 274 | +168 | 78.5% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | Reduced | 373 | 41 | 0.0% | 0.0% | 276 | -4 | -1.06% | Q1 2026 | Apr 08, 2026 |
| V-Square Quantitative Management LLC | History | New | 362 | 39 | 0.0% | — | 278 | +362 | New | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 355 | 39 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 349 | 38 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 300 | 33 | 0.0% | — | 281 | +300 | New | Q1 2026 | Apr 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 302 | 33 | 0.0% | 0.0% | 280 | -17 | -5.33% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 262 | 28 | 0.0% | 0.0% | 282 | +21 | 8.71% | Q1 2026 | May 07, 2026 |
| Cheviot Value Management, LLC | History | No change | 225 | 24 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 183 | 20 | 0.0% | — | 285 | +183 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 178 | 20 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 179 | 19 | 0.0% | 0.0% | 287 | +9 | 5.29% | Q1 2026 | Apr 24, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 174 | 19 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 171 | 18 | 0.0% | 0.0% | 288 | +115 | 205.36% | Q1 2026 | May 15, 2026 |
| Cornerstone Planning Group LLC | History | No change | 138 | 17 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 148 | 16 | 0.0% | 0.0% | 290 | -12 | -7.5% | Q1 2026 | May 19, 2026 |
| Larson Financial Group LLC | History | Added to | 134 | 14 | 0.0% | 0.0% | 291 | +11 | 8.94% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 131 | 14 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 101 | 11 | 0.0% | — | 296 | +101 | New | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Added to | 100 | 11 | 0.0% | 0.0% | 293 | +35 | 53.85% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Added to | 107 | 11 | 0.0% | 0.0% | 294 | +6 | 5.94% | Q1 2026 | May 08, 2026 |
| Parvin Asset Management, LLC | History | No change | 100 | 11 | 0.01% | 0.01% | 295 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 93 | 10 | 0.0% | 0.0% | 297 | +21 | 29.17% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 96 | 10 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ares Financial Consulting, LLC | History | New | 89 | 9 | 0.01% | — | 300 | +89 | New | Q1 2026 | Apr 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 84 | 9 | 0.0% | 0.0% | 299 | +19 | 29.23% | Q1 2026 | Apr 29, 2026 |