NMI Holdings, Inc. - NMIH
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 12,863,154 | 482,496 | 0.01% | 0.01% | 1 | -252,500 | -1.93% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 7,116,394 | 290,277 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,351,808 | 163,237 | 0.03% | 0.04% | 3 | +34,372 | 0.8% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,430,453 | 128,676 | 0.0% | — | 4 | +3,430,453 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 3,303,247 | 123,904 | 0.0% | 0.0% | 5 | +68,979 | 2.13% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,006,678 | 112,780 | 0.01% | — | 6 | +3,006,678 | New | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,720,147 | 102,032 | 0.05% | 0.05% | 7 | +207,190 | 8.24% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,014,628 | 75,581 | 0.0% | 0.0% | 8 | +31,906 | 1.61% | Q1 2026 | May 15, 2026 |
| Van Berkom & Associates Inc. | History | Reduced | 1,990,397 | 74,660 | 2.47% | 2.37% | 9 | -25,633 | -1.27% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 1,667,928 | 62,564 | 0.11% | 0.11% | 10 | -140,578 | -7.77% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,304,633 | 48,936 | 0.0% | 0.0% | 11 | +241,724 | 22.74% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,236,763 | 46,390 | 0.01% | 0.0% | 12 | +275,167 | 28.62% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,158,897 | 43,470 | 0.0% | 0.0% | 13 | +299,778 | 34.89% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | New | 1,150,000 | 43,136 | 0.01% | — | 14 | +1,150,000 | New | Q1 2026 | May 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 1,070,580 | 40,157 | 0.14% | — | 15 | +1,070,580 | New | Q1 2026 | May 14, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 1,016,226 | 38,118 | 0.39% | 0.46% | 16 | -42,952 | -4.06% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 998,859 | 37,467 | 0.0% | 0.0% | 17 | -120,551 | -10.77% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 986,391 | 36,999 | 0.01% | 0.01% | 18 | -144,880 | -12.81% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 985,665 | 36,972 | 0.01% | 0.01% | 19 | +6,265 | 0.64% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 876,426 | 32,822 | 0.0% | 0.0% | 20 | +237,747 | 37.22% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 835,596 | 31,343 | 0.0% | 0.0% | 21 | +24,790 | 3.06% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 783,594 | 29,392 | 0.03% | 0.03% | 22 | +23,287 | 3.06% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 731,018 | 27,420 | 0.01% | 0.01% | 23 | -258,346 | -26.11% | Q1 2026 | May 14, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 726,555 | 27,253 | 0.04% | 0.06% | 24 | -281,195 | -27.9% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 718,330 | 26,944 | 0.01% | 0.02% | 25 | -15,148 | -2.07% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 708,942 | 26,592 | 0.03% | 0.03% | 26 | +74,511 | 11.74% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 705,479 | 26,462 | 0.01% | 0.01% | 27 | +109,299 | 18.33% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 704,961 | 26,443 | 0.02% | 0.03% | 28 | -69,398 | -8.96% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 680,383 | 25,521 | 0.08% | 0.08% | 29 | +104,712 | 18.19% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 633,881 | 23,776 | 0.02% | 0.03% | 30 | +192,276 | 43.54% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 594,040 | 22,282 | 0.08% | 0.09% | 31 | -2,209 | -0.37% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 578,460 | 21,698 | 0.01% | 0.01% | 32 | +13,522 | 2.39% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 551,115 | 20,672 | 0.01% | 0.02% | 33 | -230,496 | -29.49% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 506,835 | 19,011 | 0.08% | 0.07% | 34 | -39,980 | -7.31% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 498,157 | 18,685 | 0.0% | 0.0% | 35 | -21,953 | -4.22% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 490,939 | 18,415 | 0.0% | — | 36 | +490,939 | New | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 475,306 | 17,828 | 0.01% | 0.01% | 37 | -458 | -0.1% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 474,275 | 17,790 | 0.01% | 0.01% | 38 | -5,719 | -1.19% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Reduced | 404,916 | 15,188 | 0.0% | 0.0% | 39 | -17,503 | -4.14% | Q1 2026 | May 12, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 397,599 | 14,913 | 0.27% | 0.29% | 40 | +22,392 | 5.97% | Q1 2026 | May 14, 2026 |
| WINMILL & CO. INC | History | No change | 396,095 | 14,857 | 4.29% | 4.31% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 370,017 | 13,879 | 0.0% | 0.01% | 42 | -10,706 | -2.81% | Q1 2026 | May 06, 2026 |
| River Road Asset Management, LLC | History | Reduced | 369,962 | 13,877 | 0.16% | 0.17% | 43 | -333 | -0.09% | Q1 2026 | Apr 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 366,854 | 13,760 | 0.03% | 0.03% | 44 | +20,138 | 5.81% | Q1 2026 | May 15, 2026 |
| MUHLENKAMP & CO INC | History | Reduced | 366,219 | 13,736 | 3.62% | 5.13% | 45 | -101,570 | -21.71% | Q1 2026 | May 06, 2026 |
| Aberdeen Group plc | History | Added to | 361,477 | 13,559 | 0.02% | 0.02% | 46 | +8,315 | 2.35% | Q1 2026 | Apr 29, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 338,434 | 12,694 | 0.02% | 0.02% | 47 | +47,891 | 16.48% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 337,263 | 12,650 | 0.04% | 0.04% | 48 | -8,681 | -2.51% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 315,942 | 11,850 | 0.02% | 0.03% | 49 | -22,158 | -6.55% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 301,889 | 11,323 | 0.0% | 0.0% | 50 | +202,242 | 202.96% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 296,151 | 11,108 | 0.02% | 0.02% | 51 | +26,470 | 9.82% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 273,557 | 10,261 | 0.02% | 0.02% | 52 | +298 | 0.11% | Q1 2026 | May 14, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 268,330 | 10,065 | 0.01% | 0.01% | 53 | -11,580 | -4.14% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 264,795 | 9,932 | 0.0% | 0.0% | 54 | -110,529 | -29.45% | Q1 2026 | May 15, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 248,632 | 9,326 | 0.46% | 0.52% | 55 | -5,730 | -2.25% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 248,561 | 9,313 | 0.0% | 0.0% | 56 | +581 | 0.23% | Q1 2026 | May 14, 2026 |
| South Dakota Investment Council | History | Added to | 243,319 | 9,127 | 0.17% | 0.15% | 57 | +49,256 | 25.38% | Q1 2026 | May 18, 2026 |
| Edgestream Partners, L.P. | History | Added to | 233,637 | 8,763 | 0.29% | 0.25% | 58 | +13,003 | 5.89% | Q1 2026 | May 18, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 227,456 | 8,531 | 0.36% | 0.3% | 59 | +45,346 | 24.9% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 226,821 | 8,508 | 0.01% | 0.01% | 60 | +8,680 | 3.98% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 217,464 | 8,156 | 0.01% | 0.01% | 61 | -15,238 | -6.55% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 212,900 | 7,985 | 0.01% | 0.01% | 62 | +4,822 | 2.32% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 194,100 | 7,917 | 0.02% | 0.02% | 63 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 209,098 | 7,843 | 0.03% | 0.03% | 64 | +21,909 | 11.7% | Q1 2026 | Apr 30, 2026 |
| DENALI ADVISORS LLC | History | Added to | 208,300 | 7,813 | 0.87% | 0.9% | 65 | +10,520 | 5.32% | Q1 2026 | May 08, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 190,054 | 7,752 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 203,782 | 7,644 | 0.11% | 0.3% | 67 | -261,773 | -56.23% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 199,154 | 7,470 | 0.02% | 0.02% | 68 | +5,346 | 2.76% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 196,060 | 7,354 | 0.0% | 0.0% | 69 | +56,057 | 40.04% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 188,772 | 7,080 | 0.0% | 0.0% | 70 | -17,245 | -8.37% | Q1 2026 | May 08, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 182,749 | 6,854 | 0.03% | 0.03% | 71 | -36,086 | -16.49% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 168,246 | 6,310 | 0.0% | 0.0% | 72 | +156,756 | 1364.28% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 168,086 | 6,304 | 0.01% | 0.01% | 73 | +2,702 | 1.63% | Q1 2026 | May 11, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 167,675 | 6,289 | 0.19% | 0.2% | 74 | -379 | -0.23% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 166,374 | 6,240 | 0.01% | 0.01% | 75 | -5,452 | -3.17% | Q1 2026 | May 14, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 161,997 | 6,076 | 0.01% | — | 76 | +161,997 | New | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 159,411 | 5,979 | 0.01% | 0.01% | 77 | -14,694 | -8.44% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 158,573 | 5,948 | 0.11% | 0.11% | 78 | +1,929 | 1.23% | Q1 2026 | Apr 13, 2026 |
| Swiss National Bank | History | No change | 153,074 | 5,741 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 151,544 | 5,684 | 0.01% | 0.01% | 80 | +16,897 | 12.55% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 145,489 | 5,457 | 0.0% | 0.0% | 81 | -20,029 | -12.1% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 142,545 | 5,346 | 0.0% | 0.01% | 82 | -136,223 | -48.87% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 140,887 | 5,285 | 0.01% | 0.01% | 83 | -2,069 | -1.45% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 135,465 | 5,081 | 0.0% | 0.0% | 84 | +16,015 | 13.41% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 133,590 | 5,010 | 0.05% | 0.06% | 85 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 133,192 | 4,996 | 0.13% | 0.12% | 86 | +16,487 | 14.13% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 117,064 | 4,391 | 0.0% | 0.0% | 87 | +26,664 | 29.5% | Q1 2026 | May 12, 2026 |
| Emerald Investment Advisers, LLC | History | New | 115,133 | 4,318 | 0.39% | — | 88 | +115,133 | New | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 108,186 | 4,058 | 0.0% | 0.0% | 89 | -3,148 | -2.83% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 106,680 | 4,001 | 0.01% | 0.01% | 90 | +12,560 | 13.34% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 105,799 | 3,969 | 0.01% | 0.01% | 91 | -31,630 | -23.02% | Q1 2026 | Apr 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 93,933 | 3,831 | 0.0% | 0.0% | 92 | -2,123 | -2.21% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 100,623 | 3,774 | 0.01% | 0.01% | 93 | +5,994 | 6.33% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 90,993 | 3,711 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 92,531 | 3,470 | 0.03% | 0.01% | 95 | +54,852 | 145.58% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 92,273 | 3,461 | 0.01% | 0.0% | 96 | +92,060 | 43220.66% | Q1 2026 | May 01, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 88,962 | 3,336 | 0.0% | 0.0% | 97 | +16,175 | 22.22% | Q1 2026 | May 15, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 88,865 | 3,333 | 0.58% | 0.63% | 98 | +671 | 0.76% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 87,955 | 3,299 | 0.02% | 0.01% | 99 | -7,959 | -8.3% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 86,512 | 3,246 | 0.0% | 0.0% | 100 | +16,612 | 23.77% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 86,417 | 3,241 | 0.0% | 0.0% | 101 | +9,770 | 12.75% | Q1 2026 | May 13, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Added to | 86,200 | 3,233 | 0.13% | 0.12% | 102 | +7,800 | 9.95% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 84,943 | 3,186 | 0.01% | 0.01% | 103 | -21,377 | -20.11% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 81,673 | 3,063 | 0.0% | 0.0% | 104 | +26,059 | 46.86% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 80,927 | 3,035 | 0.0% | 0.0% | 105 | +3,614 | 4.67% | Q1 2026 | May 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 68,184 | 2,557 | 0.0% | — | 106 | +68,184 | New | Q1 2026 | May 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 67,759 | 2,541 | 0.03% | 0.03% | 107 | +9,279 | 15.87% | Q1 2026 | May 04, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 63,315 | 2,374 | 0.77% | 0.88% | 108 | -801 | -1.25% | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 63,221 | 2,373 | 0.0% | 0.0% | 109 | -3,907 | -5.82% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 61,634 | 2,311 | 0.0% | 0.0% | 110 | +24,588 | 66.37% | Q1 2026 | May 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 60,089 | 2,253 | 0.0% | 0.0% | 111 | -7,582 | -11.2% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 58,794 | 2,205 | 0.0% | — | 112 | +58,794 | New | Q1 2026 | May 08, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 58,501 | 2,194 | 0.07% | 0.07% | 113 | +10,843 | 22.75% | Q1 2026 | Apr 20, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 57,977 | 2,174 | 0.01% | 0.01% | 114 | -586 | -1.0% | Q1 2026 | May 05, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 49,706 | 2,027 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Moran Wealth Management, LLC | History | Added to | 53,936 | 2,023 | 0.06% | 0.06% | 116 | +1,978 | 3.81% | Q1 2026 | Apr 27, 2026 |
| Engineers Gate Manager LP | History | Added to | 52,253 | 1,960 | 0.02% | 0.02% | 117 | +20,504 | 64.58% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 47,915 | 1,954 | 0.11% | 0.11% | 118 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| LPL Financial LLC | History | Added to | 51,960 | 1,949 | 0.0% | 0.0% | 119 | +240 | 0.46% | Q1 2026 | May 06, 2026 |
| Horizon Investments, LLC | History | Added to | 51,742 | 1,940 | 0.02% | 0.02% | 120 | +4,262 | 8.98% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 51,854 | 1,938 | 0.0% | 0.0% | 121 | -10,994 | -17.49% | Q1 2026 | Apr 30, 2026 |
| Cresset Asset Management, LLC | History | Added to | 50,715 | 1,902 | 0.01% | 0.01% | 122 | +894 | 1.79% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 49,329 | 1,850 | 0.0% | 0.0% | 123 | +33,880 | 219.3% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 49,271 | 1,848 | 0.07% | 0.03% | 124 | +31,138 | 171.72% | Q1 2026 | May 15, 2026 |
| Polaris Capital Management, LLC | History | Added to | 48,900 | 1,834 | 0.15% | 0.07% | 125 | +28,500 | 139.71% | Q1 2026 | Apr 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 47,943 | 1,798 | 0.11% | 0.25% | 126 | -24,568 | -33.88% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 47,947 | 1,798 | 0.0% | 0.0% | 127 | +8,836 | 22.59% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 46,610 | 1,748 | 0.0% | 0.0% | 128 | -7,451 | -13.78% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 46,321 | 1,737 | 0.01% | 0.0% | 129 | +46,293 | 165332.14% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 46,208 | 1,733 | 0.03% | 0.02% | 130 | +19,704 | 74.34% | Q1 2026 | Apr 27, 2026 |
| Trexquant Investment LP | History | Reduced | 45,833 | 1,719 | 0.01% | 0.04% | 131 | -57,326 | -55.57% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 45,000 | 1,687 | 0.03% | 0.04% | 132 | -1,200 | -2.6% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 42,400 | 1,590 | 0.01% | 0.01% | 133 | +600 | 1.44% | Q1 2026 | Apr 29, 2026 |
| Diversified Trust Co | History | Added to | 41,749 | 1,566 | 0.03% | 0.03% | 134 | +5,044 | 13.74% | Q1 2026 | Apr 16, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 41,746 | 1,565 | 0.01% | 0.01% | 135 | -1,712 | -3.94% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 41,638 | 1,561 | 0.02% | 0.02% | 136 | +808 | 1.98% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 41,542 | 1,558 | 0.0% | 0.0% | 137 | +3,999 | 10.65% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 41,324 | 1,550 | 0.02% | 0.01% | 139 | +14,708 | 55.26% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 41,347 | 1,550 | 0.0% | 0.0% | 138 | -2,355 | -5.39% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 40,981 | 1,536 | 0.02% | 0.02% | 140 | -1,606 | -3.77% | Q1 2026 | Apr 20, 2026 |
| Squarepoint Ops LLC | History | Added to | 39,869 | 1,495 | 0.0% | 0.0% | 141 | +15,777 | 65.49% | Q1 2026 | May 15, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 38,265 | 1,435 | 0.67% | 0.9% | 142 | -8,548 | -18.26% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 37,889 | 1,421 | 0.0% | 0.0% | 143 | +2,874 | 8.21% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 36,365 | 1,364 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 36,101 | 1,354 | 0.0% | 0.0% | 145 | -213 | -0.59% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 35,639 | 1,336 | 0.01% | — | 146 | +35,639 | New | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 35,174 | 1,319 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 34,873 | 1,308 | 0.0% | 0.0% | 148 | -1,467 | -4.04% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 34,336 | 1,287 | 0.0% | 0.0% | 149 | +5,322 | 18.34% | Q1 2026 | May 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 33,700 | 1,264 | 0.02% | 0.02% | 150 | -1,500 | -4.26% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Reduced | 33,583 | 1,259 | 0.0% | 0.0% | 151 | -5,025 | -13.02% | Q1 2026 | May 15, 2026 |
| Davidson Capital Management Inc. | History | Added to | 32,812 | 1,230 | 0.22% | 0.0% | 152 | +32,737 | 43649.33% | Q1 2026 | Apr 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 31,773 | 1,192 | 0.0% | 0.0% | 153 | -6,039 | -15.97% | Q1 2026 | Apr 16, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 31,113 | 1,167 | 0.0% | 0.0% | 154 | -58,754 | -65.38% | Q1 2026 | May 11, 2026 |
| Financial Strategies Group, Inc. | History | Added to | 27,663 | 1,150 | 0.19% | 0.19% | 155 | +1,763 | 6.81% | Q1 2026 | May 08, 2026 |
| TEALWOOD ASSET MANAGEMENT INC | History | Added to | 30,150 | 1,131 | 0.51% | 0.55% | 156 | +130 | 0.43% | Q1 2026 | Apr 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 29,955 | 1,123 | 0.02% | 0.03% | 157 | -1,450 | -4.62% | Q1 2026 | May 14, 2026 |
| Summit Global Investments | History | Reduced | 29,772 | 1,117 | 0.07% | 0.07% | 158 | -694 | -2.28% | Q1 2026 | May 07, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 29,646 | 1,112 | 0.02% | 0.02% | 159 | -605 | -2.0% | Q1 2026 | May 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 28,858 | 1,082 | 0.18% | — | 160 | +28,858 | New | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 28,318 | 1,062 | 0.02% | 0.02% | 161 | -2,868 | -9.2% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 28,144 | 1,055 | 0.0% | 0.0% | 162 | -13,718 | -32.77% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 24,164 | 985 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Handelsbanken Fonder AB | History | Added to | 23,900 | 896 | 0.0% | 0.0% | 164 | +4,600 | 23.83% | Q1 2026 | Apr 28, 2026 |
| CITIGROUP INC | History | Reduced | 23,863 | 895 | 0.0% | 0.0% | 165 | -6,803 | -22.18% | Q1 2026 | May 11, 2026 |
| Voleon Capital Management LP | History | Added to | 23,789 | 892 | 0.02% | 0.01% | 166 | +8,630 | 56.93% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 23,720 | 889 | 0.01% | 0.02% | 167 | -30,015 | -55.86% | Q1 2026 | Apr 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 23,437 | 879 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Unison Advisors LLC | History | No change | 22,757 | 853 | 0.06% | 0.08% | 169 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 22,200 | 832 | 0.0% | 0.0% | 170 | +1,300 | 6.22% | Q1 2026 | May 13, 2026 |
| ISTHMUS PARTNERS, LLC | History | No change | 22,000 | 825 | 0.09% | 0.1% | 171 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 21,959 | 824 | 0.01% | 0.01% | 172 | -424 | -1.89% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 21,114 | 791 | 0.0% | 0.0% | 173 | -432 | -2.01% | Q1 2026 | May 01, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 21,025 | 788 | 0.0% | 0.0% | 174 | +2,209 | 11.74% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 20,574 | 771 | 0.01% | 0.01% | 175 | -1,021 | -4.73% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 20,402 | 765 | 0.01% | 0.01% | 176 | -428 | -2.05% | Q1 2026 | Apr 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 20,341 | 762 | 0.0% | 0.0% | 177 | +4,333 | 27.07% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 20,060 | 752 | 0.0% | — | 178 | +20,060 | New | Q1 2026 | May 08, 2026 |
| Steadtrust LLC | History | No change | 20,000 | 750 | 0.43% | 0.5% | 179 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 19,900 | 746 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 19,525 | 732 | 0.04% | 0.05% | 181 | +302 | 1.57% | Q1 2026 | Apr 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 19,225 | 721 | 0.01% | 0.01% | 182 | -500 | -2.53% | Q1 2026 | May 04, 2026 |
| Aquatic Capital Management LLC | History | Added to | 19,182 | 719 | 0.02% | 0.01% | 183 | +12,161 | 173.21% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 18,797 | 705 | 0.0% | 0.0% | 185 | -6,536 | -25.8% | Q1 2026 | Apr 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 18,803 | 705 | 0.0% | 0.0% | 184 | -227 | -1.19% | Q1 2026 | May 01, 2026 |
| Legend Financial Advisors, Inc. | History | Added to | 18,726 | 702 | 0.45% | 0.46% | 186 | +61 | 0.33% | Q1 2026 | Apr 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 18,043 | 676 | 0.01% | 0.01% | 187 | -17,132 | -48.71% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 17,367 | 651 | 0.01% | 0.01% | 188 | -200 | -1.14% | Q1 2026 | Apr 29, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 17,192 | 644 | 0.01% | 0.01% | 189 | +2,652 | 18.24% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 16,798 | 630 | 0.0% | 0.0% | 190 | -1,313 | -7.25% | Q1 2026 | Jun 02, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 16,122 | 624 | 0.01% | 0.01% | 191 | -1,113 | -6.46% | Q1 2026 | May 15, 2026 |
| NFC Investments, LLC | History | Reduced | 16,620 | 623 | 0.17% | 0.28% | 192 | -7,490 | -31.07% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 16,396 | 615 | 0.0% | 0.0% | 193 | +883 | 5.69% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 16,193 | 607 | 0.0% | 0.0% | 194 | -3,744 | -18.78% | Q1 2026 | May 26, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 15,755 | 590 | 0.02% | 0.19% | 196 | -138,880 | -89.81% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | No change | 15,724 | 590 | 0.02% | 0.02% | 195 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 15,058 | 564 | 0.0% | 0.0% | 197 | -205 | -1.34% | Q1 2026 | May 12, 2026 |
| Illumine Investment Management, LLC | History | Added to | 14,884 | 558 | 0.43% | 0.44% | 198 | +202 | 1.38% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 14,757 | 553 | 0.0% | 0.0% | 199 | -242 | -1.61% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Added to | 14,647 | 549 | 0.0% | 0.0% | 200 | +2,042 | 16.2% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 14,507 | 544 | 0.01% | 0.01% | 201 | -332 | -2.24% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 14,146 | 530 | 0.02% | 0.02% | 202 | -90 | -0.63% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | Reduced | 13,926 | 522 | 0.02% | 0.02% | 203 | -3,241 | -18.88% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 13,902 | 521 | 0.0% | 0.0% | 204 | +3,667 | 35.83% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 13,753 | 515 | 0.0% | 0.0% | 205 | -38,900 | -73.88% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Added to | 13,682 | 513 | 0.04% | 0.04% | 206 | +2,274 | 19.93% | Q1 2026 | Apr 23, 2026 |
| Keebeck Wealth Management | History | Added to | 13,562 | 508 | 0.06% | 0.06% | 207 | +1,518 | 12.6% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 13,336 | 500 | 0.0% | 0.0% | 208 | +1,232 | 10.18% | Q1 2026 | Apr 22, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 13,160 | 493 | 0.14% | 0.26% | 209 | -3,233 | -19.72% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Reduced | 13,043 | 489 | 0.01% | 0.05% | 210 | -82,535 | -86.35% | Q1 2026 | May 14, 2026 |
| R Squared Ltd | History | Reduced | 12,943 | 485 | 0.27% | 0.33% | 211 | -4,400 | -25.37% | Q1 2026 | Apr 29, 2026 |
| HUDSON EDGE INVESTMENT PARTNERS INC. | History | Reduced | 12,787 | 479 | 0.07% | 0.13% | 212 | -7,922 | -38.25% | Q1 2026 | Apr 27, 2026 |
| WINTON GROUP Ltd | History | Reduced | 12,627 | 473 | 0.02% | 0.02% | 213 | -2,230 | -15.01% | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 12,605 | 472 | 0.0% | 0.0% | 214 | -2,094 | -14.25% | Q1 2026 | May 08, 2026 |
| BOKF, NA | History | Added to | 12,241 | 459 | 0.01% | 0.01% | 215 | +879 | 7.74% | Q1 2026 | May 08, 2026 |
| ProShare Advisors LLC | History | Reduced | 11,960 | 448 | 0.0% | 0.0% | 216 | -3,212 | -21.17% | Q1 2026 | Apr 24, 2026 |
| DRW Securities, LLC | History | New | 11,884 | 445 | 0.01% | — | 217 | +11,884 | New | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,892 | 444 | 0.0% | 0.0% | 218 | +1,250 | 11.75% | Q1 2026 | May 05, 2026 |
| AVIVA PLC | History | Reduced | 11,654 | 437 | 0.0% | 0.0% | 219 | -1,001 | -7.91% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | New | 11,500 | 431 | 0.05% | — | 220 | +11,500 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 11,367 | 426 | 0.0% | 0.0% | 221 | -87 | -0.76% | Q1 2026 | May 05, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 11,038 | 414 | 0.01% | 0.01% | 222 | -194 | -1.73% | Q1 2026 | May 04, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 10,930 | 409 | 0.0% | 0.0% | 223 | -12,668 | -53.68% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 10,718 | 402 | 0.0% | 0.0% | 224 | +344 | 3.32% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 10,700 | 401 | 0.0% | — | 225 | +10,700 | New | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 10,568 | 396 | 0.0% | 0.0% | 226 | +879 | 9.07% | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | Reduced | 10,458 | 392 | 0.09% | 0.25% | 227 | -11,825 | -53.07% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,262 | 384 | 0.0% | 0.0% | 228 | +790 | 8.34% | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 10,016 | 375 | 0.0% | 0.0% | 229 | -4,669 | -31.79% | Q1 2026 | May 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 9,669 | 366 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 9,707 | 364 | 0.01% | 0.01% | 231 | -182 | -1.84% | Q1 2026 | May 01, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 9,700 | 363 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 9,400 | 352 | 0.0% | 0.0% | 233 | -35,100 | -78.88% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 9,313 | 349 | 0.06% | 0.37% | 235 | -32,877 | -77.93% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | Reduced | 9,313 | 349 | 0.03% | 0.05% | 234 | -4,346 | -31.82% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,125 | 342 | 0.0% | 0.0% | 236 | -2,590 | -22.11% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,064 | 339 | 0.0% | 0.0% | 237 | +1,110 | 13.96% | Q1 2026 | May 14, 2026 |
| iSAM Funds (UK) Ltd | History | Added to | 8,811 | 330 | 0.16% | 0.09% | 239 | +2,636 | 42.69% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,815 | 330 | 0.0% | 0.0% | 238 | +650 | 7.96% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,701 | 326 | 0.0% | 0.0% | 240 | -84 | -0.96% | Q1 2026 | May 07, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 8,443 | 316 | 0.04% | 0.14% | 241 | -6,391 | -43.08% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 8,177 | 306 | 0.05% | 0.09% | 242 | -6,654 | -44.87% | Q1 2026 | May 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 8,330 | 300 | 0.1% | — | 243 | +8,330 | New | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,979 | 299 | 0.0% | 0.0% | 244 | -879 | -9.92% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 7,189 | 293 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 7,751 | 291 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Savant Capital, LLC | History | New | 7,757 | 290 | 0.0% | — | 247 | +7,757 | New | Q1 2026 | May 04, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 7,616 | 285 | 0.06% | 0.06% | 248 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 7,490 | 280 | 0.0% | — | 249 | +7,490 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 7,308 | 274 | 0.0% | 0.0% | 250 | +1,124 | 18.18% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 6,869 | 257 | 0.01% | 0.03% | 251 | -4,831 | -41.29% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,924 | 255 | 0.0% | 0.0% | 252 | +6,899 | 27596.0% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 6,728 | 252 | 0.0% | 0.0% | 253 | -9,392 | -58.26% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 6,296 | 236 | 0.01% | 0.01% | 254 | -237 | -3.63% | Q1 2026 | May 13, 2026 |
| Kestra Investment Management, LLC | History | Added to | 6,283 | 235 | 0.0% | 0.01% | 255 | +1,091 | 21.01% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Reduced | 6,219 | 233 | 0.0% | 0.01% | 256 | -3,396 | -35.32% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 6,173 | 231 | 0.0% | 0.0% | 257 | -842 | -12.0% | Q1 2026 | May 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 6,050 | 226 | 0.03% | — | 258 | +6,050 | New | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 6,046 | 226 | 0.0% | — | 259 | +6,046 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,938 | 222 | 0.0% | 0.0% | 260 | +329 | 5.87% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | New | 5,914 | 221 | 0.08% | — | 261 | +5,914 | New | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,858 | 219 | 0.01% | 0.01% | 262 | -687 | -10.5% | Q1 2026 | Apr 24, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 5,741 | 215 | 0.03% | 0.03% | 263 | +156 | 2.79% | Q1 2026 | Apr 30, 2026 |
| BAILARD, INC. | History | No change | 5,700 | 213 | 0.0% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 5,173 | 211 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 5,647 | 211 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Impact Investors, Inc | History | New | 5,594 | 209 | 0.15% | — | 267 | +5,594 | New | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 5,374 | 201 | 0.0% | 0.0% | 268 | +205 | 3.97% | Q1 2026 | Apr 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,273 | 197 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 4,000 | 150 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| State of Wyoming | History | Reduced | 3,829 | 143 | 0.02% | 0.02% | 271 | -36 | -0.93% | Q1 2026 | May 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 3,324 | 124 | 0.01% | 0.01% | 272 | -71 | -2.09% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,760 | 103 | 0.0% | 0.0% | 273 | -1,948 | -41.38% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,679 | 100 | 0.0% | 0.0% | 274 | +607 | 29.3% | Q1 2026 | Apr 06, 2026 |
| KBC Group NV | History | No change | 2,615 | 98 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,549 | 95 | 0.0% | 0.0% | 276 | -4,583 | -64.26% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,396 | 89 | 0.0% | 0.0% | 277 | +165 | 7.4% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 2,354 | 88 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,331 | 87 | 0.0% | 0.0% | 279 | +1,171 | 100.95% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,015 | 75 | 0.01% | 0.0% | 280 | +1,245 | 161.69% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,979 | 74 | 0.0% | 0.01% | 281 | -1,312 | -39.87% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 1,920 | 72 | 0.05% | 0.08% | 282 | -1,974 | -50.69% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 1,879 | 70 | 0.0% | — | 284 | +1,879 | New | Q1 2026 | Apr 27, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,874 | 70 | 0.0% | 0.0% | 283 | -108 | -5.45% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,688 | 68 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,669 | 62 | 0.0% | 0.0% | 286 | +407 | 32.25% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,552 | 58 | 0.0% | 0.0% | 287 | -1,606 | -50.85% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,551 | 58 | 0.0% | 0.0% | 288 | +3 | 0.19% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 1,521 | 57 | 0.0% | — | 289 | +1,521 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 1,514 | 56 | 0.0% | 0.0% | 290 | +289 | 23.59% | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 1,425 | 53 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Lavaca Capital LLC | History | No change | 1,400 | 52 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | New | 1,376 | 51 | 0.0% | — | 293 | +1,376 | New | Q1 2026 | Apr 20, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,187 | 44 | 0.0% | 0.0% | 294 | -76 | -6.02% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,071 | 40 | 0.0% | 0.0% | 295 | +272 | 34.04% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,013 | 38 | 0.0% | 0.0% | 296 | +433 | 74.66% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 999 | 37 | 0.0% | 0.0% | 297 | -5 | -0.5% | Q1 2026 | Apr 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 870 | 32 | 0.0% | 0.0% | 298 | +237 | 37.44% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 835 | 31 | 0.0% | 0.0% | 299 | +39 | 4.9% | Q1 2026 | Apr 13, 2026 |
| Opal Wealth Advisors, LLC | History | New | 803 | 30 | 0.01% | — | 300 | +803 | New | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Added to | 776 | 29 | 0.0% | 0.0% | 302 | +671 | 639.05% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 792 | 29 | 0.0% | 0.0% | 301 | +35 | 4.62% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 734 | 28 | 0.0% | 0.0% | 303 | -108 | -12.83% | Q1 2026 | Apr 28, 2026 |
| Essential Partners LLC | History | Reduced | 737 | 27 | 0.01% | 0.02% | 304 | -543 | -42.42% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 651 | 24 | 0.0% | 0.0% | 305 | +131 | 25.19% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 630 | 23 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 610 | 22 | 0.0% | 0.0% | 307 | +283 | 86.54% | Q1 2026 | Apr 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 479 | 18 | 0.0% | 0.0% | 308 | +137 | 40.06% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 494 | 18 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 500 | 18 | 0.01% | 0.01% | 310 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kemnay Advisory Services Inc. | History | New | 472 | 17 | 0.0% | — | 311 | +472 | New | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 430 | 16 | 0.0% | 0.0% | 312 | +27 | 6.7% | Q1 2026 | May 11, 2026 |
| OP Asset Management Ltd | History | Reduced | 335 | 12 | 0.0% | 0.01% | 315 | -24,563 | -98.65% | Q1 2026 | Apr 10, 2026 |
| Arax Advisory Partners | History | Added to | 340 | 12 | 0.0% | 0.0% | 313 | +46 | 15.65% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 334 | 12 | 0.0% | 0.0% | 314 | -6 | -1.76% | Q1 2026 | Apr 27, 2026 |
| STRS OHIO | History | Reduced | 300 | 11 | 0.0% | 0.0% | 316 | -500 | -62.5% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | No change | 314 | 11 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 285 | 10 | 0.0% | 0.0% | 318 | +13 | 4.78% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | No change | 261 | 9 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 223 | 8 | 0.0% | — | 323 | +223 | New | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 222 | 8 | 0.0% | 0.0% | 321 | +123 | 124.24% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 223 | 8 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 210 | 8 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | New | 206 | 7 | 0.0% | — | 327 | +206 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 201 | 7 | 0.0% | 0.0% | 326 | -200 | -49.88% | Q1 2026 | Apr 27, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 211 | 7 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | No change | 199 | 7 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 143 | 5 | 0.0% | 0.0% | 328 | +4 | 2.88% | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 157 | 5 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 116 | 4 | 0.0% | — | 334 | +116 | New | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 122 | 4 | 0.0% | 0.0% | 333 | +84 | 221.05% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Reduced | 108 | 4 | 0.0% | 0.0% | 331 | -52 | -32.5% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 119 | 4 | 0.0% | 0.0% | 330 | +1 | 0.85% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 109 | 4 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Freestone Grove Partners LP | History | New | 104 | 3 | 0.0% | — | 340 | +104 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 102 | 3 | 0.0% | — | 339 | +102 | New | Q1 2026 | Apr 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 104 | 3 | 0.0% | 0.0% | 337 | +51 | 96.23% | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 87 | 3 | 0.0% | 0.0% | 338 | +43 | 97.73% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 94 | 3 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Manchester Capital Management LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 63 | 2 | 0.0% | — | 342 | +63 | New | Q1 2026 | May 14, 2026 |
| Kilter Group LLC | History | Added to | 64 | 2 | 0.0% | 0.0% | 341 | +12 | 23.08% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 36 | 1 | 0.0% | 0.0% | 346 | -47 | -56.63% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 46 | 1 | 0.0% | — | 345 | +44 | 2200.0% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 36 | 1 | 0.0% | — | 351 | +36 | New | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 48 | 1 | 0.0% | — | 349 | +32 | 200.0% | Q1 2026 | May 11, 2026 |
| Prestige Wealth Management Group LLC | History | New | 28 | 1 | 0.0% | — | 350 | +28 | New | Q1 2026 | May 13, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 39 | 1 | 0.0% | 0.0% | 348 | -15 | -27.78% | Q1 2026 | Apr 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 45 | 1 | 0.0% | 0.0% | 343 | -5 | -10.0% | Q1 2026 | Apr 23, 2026 |
| Bogart Wealth, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 42 | 1 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital World Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,150,000 | -100.0% | Q1 2026 | May 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -143,011 | -100.0% | Q1 2026 | May 14, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -115,346 | -100.0% | Q1 2026 | May 11, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -62,760 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -53,381 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -38,600 | -100.0% | Q1 2026 | May 07, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.34% | — | -21,238 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.04% | — | -20,097 | -100.0% | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.16% | — | -16,594 | -100.0% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,425 | -100.0% | Q1 2026 | May 18, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,618 | -100.0% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,673 | -100.0% | Q1 2026 | May 04, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,501 | -100.0% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -6,150 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,615 | -100.0% | Q1 2026 | May 11, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,582 | -100.0% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,519 | -100.0% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,246 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Abacus Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,182 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Longboard Asset Management, LP | History | Closed out | 0 | 0 | — | 1.34% | — | -5,171 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,381 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,533 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -759 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -634 | -100.0% | Q1 2026 | May 06, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -223 | -100.0% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 15 | 0 | — | 0.0% | — | -17 | -53.13% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -17 | -48.57% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 24 | 0 | — | — | — | +14 | 140.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 04, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 15 | 0 | — | — | — | +9 | 150.0% | Q1 2026 | Apr 21, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 10 | 0 | — | — | — | +8 | 400.0% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 13 | 0 | — | — | — | +4 | 44.44% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 07, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 29, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cornerstone Planning Group LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |