NOMURA HOLDINGS INC - NMR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DONALD SMITH & CO., INC. | History | Added to | 13,169,493 | 103,907 | 1.87% | 2.0% | 1 | +473,959 | 3.73% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 13,091,620 | 103,292 | 0.04% | 0.04% | 2 | -59,894 | -0.46% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 10,577,455 | 83,456 | 0.01% | 0.0% | 3 | +762,095 | 7.76% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,547,608 | 43,770 | 0.01% | 0.01% | 4 | +310,497 | 5.93% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 5,421,666 | 42,776 | 0.0% | 0.0% | 5 | +635,935 | 13.29% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 4,629,709 | 36,528 | 0.0% | 0.0% | 6 | +1,965,300 | 73.76% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,150,585 | 24,858 | 0.01% | 0.01% | 7 | -17,183 | -0.54% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,594,124 | 20,467 | 0.0% | 0.0% | 8 | +82,847 | 3.3% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,547,208 | 20,097 | 0.03% | 0.04% | 9 | +395,656 | 18.39% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,312,237 | 18,243 | 0.03% | 0.02% | 10 | +491,400 | 26.99% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,357,623 | 10,711 | 0.01% | 0.0% | 11 | +1,267,584 | 1407.82% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Added to | 1,123,117 | 8,861 | 0.14% | 0.14% | 12 | +24,772 | 2.26% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 992,735 | 7,832 | 0.0% | 0.0% | 13 | +894,216 | 907.66% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 860,693 | 6,790 | 0.0% | 0.01% | 14 | -590,902 | -40.71% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 843,726 | 6,656 | 0.0% | 0.0% | 15 | +105,077 | 14.23% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 732,566 | 5,779 | 0.04% | 0.0% | 16 | +690,039 | 1622.59% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 720,944 | 5,688 | 0.0% | 0.0% | 17 | +188,215 | 35.33% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 698,705 | 5,512 | 0.0% | 0.0% | 18 | +134,920 | 23.93% | Q1 2026 | May 12, 2026 |
| Gradient Investments LLC | History | New | 594,862 | 4,693 | 0.07% | — | 19 | +594,862 | New | Q1 2026 | Apr 13, 2026 |
| Carrera Capital Advisors | History | Reduced | 575,559 | 4,541 | 0.7% | 1.04% | 20 | -163,105 | -22.08% | Q1 2026 | May 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 523,616 | 4,131 | 0.0% | 0.0% | 21 | +37,399 | 7.69% | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | New | 495,744 | 3,911 | 0.71% | — | 22 | +495,744 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 460,930 | 3,512 | 0.0% | 0.0% | 23 | +118,806 | 34.73% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 385,169 | 3,037 | 0.0% | 0.0% | 24 | +38,614 | 11.14% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 351,457 | 2,772 | 0.03% | 0.03% | 25 | -61,055 | -14.8% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 337,306 | 2,661 | 0.0% | 0.0% | 26 | +157,409 | 87.5% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 326,239 | 2,545 | 0.0% | 0.0% | 27 | +80,845 | 32.94% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 318,437 | 2,512 | 0.0% | 0.0% | 28 | +131,733 | 70.56% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 317,596 | 2,505 | 0.0% | 0.0% | 29 | +7,629 | 2.46% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 307,268 | 2,424 | 0.02% | 0.02% | 30 | +35,773 | 13.18% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 292,754 | 2,309 | 0.07% | 0.07% | 31 | +8,877 | 3.13% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 256,487 | 2,023 | 0.01% | 0.01% | 32 | +47,094 | 22.49% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 252,736 | 1,994 | 0.0% | 0.0% | 33 | +3,601 | 1.45% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 247,872 | 1,955 | 0.0% | 0.0% | 34 | +237,678 | 2331.55% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 241,714 | 1,907 | 0.01% | 0.01% | 35 | +3,595 | 1.51% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 236,878 | 1,869 | 0.0% | 0.0% | 36 | +18,517 | 8.48% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 220,731 | 1,741 | 0.0% | 0.0% | 37 | -182,656 | -45.28% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 219,181 | 1,729 | 0.0% | 0.0% | 38 | +20,769 | 10.47% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 212,526 | 1,676 | 0.0% | 0.0% | 39 | +25,151 | 13.42% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 190,679 | 1,504 | 0.0% | 0.0% | 40 | -295,858 | -60.81% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 183,873 | 1,450 | 0.0% | 0.0% | 41 | +62,664 | 51.7% | Q1 2026 | May 06, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 177,041 | 1,396 | 0.02% | 0.02% | 42 | -7,659 | -4.15% | Q1 2026 | May 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 173,077 | 1,365 | 0.03% | 0.03% | 43 | -2,391 | -1.36% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 166,873 | 1,316 | 0.01% | 0.0% | 44 | +117,233 | 236.17% | Q1 2026 | Apr 30, 2026 |
| Callan Family Office, LLC | History | Reduced | 166,576 | 1,314 | 0.03% | 0.03% | 45 | -698 | -0.42% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 146,340 | 1,154 | 0.0% | 0.0% | 46 | -128,790 | -46.81% | Q1 2026 | May 05, 2026 |
| Brooklyn Investment Group | History | Added to | 138,212 | 1,090 | 0.03% | 0.02% | 47 | +89,206 | 182.03% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 134,930 | 1,064 | 0.0% | 0.0% | 48 | -53,726 | -28.48% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 134,289 | 1,059 | 0.0% | 0.0% | 49 | -146,395 | -52.16% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 128,361 | 1,012 | 0.0% | 0.0% | 50 | +23,225 | 22.09% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 122,257 | 964 | 0.01% | 0.01% | 51 | +6,665 | 5.77% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Wealth | History | Added to | 116,188 | 939 | 0.0% | 0.0% | 52 | +16,060 | 16.04% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 118,021 | 931 | 0.0% | 0.0% | 53 | +5,630 | 5.01% | Q1 2026 | May 12, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 108,752 | 858 | 0.17% | 0.19% | 54 | -7,174 | -6.19% | Q1 2026 | Apr 28, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 108,641 | 857 | 0.01% | 0.01% | 55 | +959 | 0.89% | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 104,030 | 797 | 0.0% | 0.0% | 56 | +17,837 | 20.69% | Q1 2026 | May 15, 2026 |
| Ellevest, Inc. | History | Added to | 95,502 | 753 | 0.1% | 0.1% | 57 | +6,426 | 7.21% | Q1 2026 | May 11, 2026 |
| BSW Wealth Partners | History | Added to | 94,474 | 745 | 0.09% | 0.09% | 58 | +8,754 | 10.21% | Q1 2026 | Apr 14, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 93,153 | 734 | 0.04% | 0.04% | 59 | +5,480 | 6.25% | Q1 2026 | Apr 21, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 91,225 | 719 | 0.0% | 0.0% | 60 | +5,966 | 7.0% | Q1 2026 | May 13, 2026 |
| Summit Global Investments | History | Added to | 88,990 | 702 | 0.04% | 0.04% | 61 | +6,319 | 7.64% | Q1 2026 | May 07, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 88,146 | 695 | 0.18% | 0.16% | 62 | +13,067 | 17.4% | Q1 2026 | May 01, 2026 |
| SG Trading Solutions, LLC | History | No change | 81,210 | 681 | 0.16% | 0.16% | 63 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 84,787 | 668 | 0.0% | 0.0% | 64 | +2,136 | 2.58% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 81,613 | 643 | 0.01% | 0.02% | 65 | -8,801 | -9.73% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 81,410 | 642 | 0.03% | 0.03% | 66 | +12,874 | 18.78% | Q1 2026 | Apr 21, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 75,881 | 598 | 0.0% | 0.0% | 67 | -17,713 | -18.93% | Q1 2026 | May 04, 2026 |
| EntryPoint Capital, LLC | History | Added to | 75,173 | 593 | 0.17% | 0.09% | 68 | +48,890 | 186.01% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Reduced | 74,667 | 589 | 0.03% | 0.04% | 69 | -20,282 | -21.36% | Q1 2026 | May 13, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 74,105 | 584 | 0.05% | 0.06% | 70 | +1,536 | 2.12% | Q1 2026 | Apr 24, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 72,071 | 568 | 0.01% | 0.0% | 71 | +21,678 | 43.02% | Q1 2026 | Apr 27, 2026 |
| Ballentine Partners, LLC | History | Added to | 71,318 | 562 | 0.01% | 0.01% | 72 | +4,839 | 7.28% | Q1 2026 | May 14, 2026 |
| RNC CAPITAL MANAGEMENT LLC | History | No change | 63,906 | 536 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 67,303 | 531 | 0.2% | 0.27% | 74 | -15,783 | -19.0% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 66,453 | 524 | 0.01% | 0.0% | 75 | +39,818 | 149.5% | Q1 2026 | May 01, 2026 |
| Caprock Group, LLC | History | Added to | 66,450 | 524 | 0.01% | 0.01% | 76 | +17,999 | 37.15% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 65,871 | 519 | 0.0% | 0.0% | 77 | -60,096 | -47.71% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 63,669 | 502 | 0.0% | 0.0% | 78 | -10,342 | -13.97% | Q1 2026 | May 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 62,407 | 499 | 0.0% | 0.0% | 79 | +6,785 | 12.2% | Q1 2026 | May 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 62,882 | 496 | 0.05% | 0.06% | 80 | +9,469 | 17.73% | Q1 2026 | Apr 06, 2026 |
| Aquatic Capital Management LLC | History | Added to | 60,078 | 474 | 0.01% | 0.01% | 81 | +36,571 | 155.57% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 59,328 | 468 | 0.0% | 0.0% | 82 | +4,705 | 8.61% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 59,207 | 467 | 0.0% | 0.0% | 83 | +44,490 | 302.3% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 56,441 | 445 | 0.01% | — | 84 | +56,441 | New | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | Added to | 55,488 | 437 | 0.0% | 0.0% | 85 | +10,612 | 23.65% | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | Added to | 54,309 | 428 | 0.01% | 0.01% | 86 | +76 | 0.14% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 52,736 | 416 | 0.0% | 0.0% | 87 | -5,086 | -8.8% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 51,959 | 409 | 0.0% | 0.0% | 88 | +42,919 | 474.77% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 46,973 | 394 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DMC Group, LLC | History | No change | 49,750 | 392 | 0.26% | 0.28% | 90 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 50,782 | 386 | 0.01% | 0.01% | 91 | +5,145 | 11.27% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | New | 46,675 | 368 | 0.01% | — | 92 | +46,675 | New | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 46,254 | 364 | 0.0% | 0.0% | 93 | +5,592 | 13.75% | Q1 2026 | May 13, 2026 |
| Optas, LLC | History | Reduced | 46,039 | 363 | 0.05% | 0.07% | 94 | -6,202 | -11.87% | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | Added to | 44,150 | 348 | 0.0% | 0.0% | 96 | +8,705 | 24.56% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 44,202 | 348 | 0.0% | 0.0% | 95 | +1,555 | 3.65% | Q1 2026 | May 13, 2026 |
| PDS Planning, Inc | History | Added to | 43,800 | 345 | 0.02% | 0.02% | 97 | +213 | 0.49% | Q1 2026 | Apr 21, 2026 |
| Compound Planning, Inc. | History | Added to | 41,005 | 323 | 0.01% | 0.01% | 98 | +6,376 | 18.41% | Q1 2026 | May 14, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 39,500 | 311 | 0.02% | 0.02% | 99 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 38,510 | 303 | 0.0% | 0.0% | 100 | +344 | 0.9% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 37,650 | 297 | 0.0% | 0.0% | 101 | +19,250 | 104.62% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 37,360 | 294 | 0.01% | 0.01% | 102 | +2,946 | 8.56% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | Reduced | 36,914 | 291 | 0.0% | 0.0% | 103 | -1,414 | -3.69% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 35,603 | 280 | 0.01% | 0.01% | 104 | +9,282 | 35.26% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 35,468 | 279 | 0.0% | 0.0% | 105 | +16,039 | 82.55% | Q1 2026 | Apr 24, 2026 |
| Quantbot Technologies LP | History | New | 35,268 | 278 | 0.01% | — | 106 | +35,268 | New | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 34,028 | 268 | 0.0% | 0.0% | 107 | +3,940 | 13.09% | Q1 2026 | May 14, 2026 |
| Mattson Financial Services, LLC | History | New | 33,750 | 266 | 0.06% | — | 108 | +33,750 | New | Q1 2026 | May 11, 2026 |
| South Dakota Investment Council | History | No change | 33,100 | 261 | 0.0% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Brown Financial Advisors | History | New | 31,701 | 250 | 0.09% | — | 110 | +31,701 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 31,677 | 249 | 0.0% | 0.0% | 111 | +2,605 | 8.96% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,503 | 248 | 0.0% | 0.0% | 112 | +26,815 | 571.99% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 31,197 | 246 | 0.0% | 0.0% | 113 | +6,947 | 28.65% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 30,306 | 239 | 0.0% | 0.0% | 114 | +2,805 | 10.2% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 30,040 | 237 | 0.0% | 0.0% | 116 | +7,832 | 35.27% | Q1 2026 | Jun 02, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 30,146 | 237 | 0.0% | 0.0% | 115 | +13 | 0.04% | Q1 2026 | May 26, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 29,932 | 236 | 0.01% | 0.01% | 117 | +431 | 1.46% | Q1 2026 | May 14, 2026 |
| Qtron Investments LLC | History | Reduced | 29,236 | 230 | 0.03% | 0.04% | 118 | -10,194 | -25.85% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 28,000 | 220 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 27,074 | 213 | 0.02% | 0.03% | 120 | -1,682 | -5.85% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 26,794 | 211 | 0.0% | 0.0% | 121 | +5,924 | 28.39% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | Added to | 26,805 | 211 | 0.01% | 0.01% | 122 | +782 | 3.01% | Q1 2026 | Apr 06, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 25,317 | 204 | 0.01% | 0.02% | 123 | -1,771 | -6.54% | Q1 2026 | May 14, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 24,335 | 192 | 0.04% | 0.04% | 124 | -956 | -3.78% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 24,329 | 191 | 0.0% | 0.0% | 125 | +19,166 | 371.22% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 22,801 | 179 | 0.0% | — | 126 | +22,801 | New | Q1 2026 | May 12, 2026 |
| First Affirmative Financial Network | History | New | 22,394 | 176 | 0.07% | — | 127 | +22,394 | New | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 21,421 | 169 | 0.0% | 0.0% | 128 | -80,842 | -79.05% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 21,512 | 169 | 0.0% | 0.0% | 129 | +613 | 2.93% | Q1 2026 | Apr 10, 2026 |
| AXQ CAPITAL, LP | History | New | 21,416 | 168 | 0.02% | — | 130 | +21,416 | New | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 21,125 | 166 | 0.0% | 0.0% | 131 | +2,963 | 16.31% | Q1 2026 | May 12, 2026 |
| Abel Hall, LLC | History | Added to | 21,125 | 166 | 0.04% | 0.04% | 132 | +1,383 | 7.01% | Q1 2026 | Apr 28, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 20,781 | 163 | 0.02% | 0.05% | 133 | +380 | 1.86% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 20,637 | 162 | 0.0% | 0.0% | 134 | +1,196 | 6.15% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Added to | 20,415 | 161 | 0.0% | 0.0% | 135 | +364 | 1.82% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 19,656 | 158 | 0.0% | 0.0% | 136 | +6,147 | 45.5% | Q1 2026 | Apr 08, 2026 |
| CITIGROUP INC | History | Added to | 19,356 | 152 | 0.0% | 0.0% | 137 | +8,803 | 83.42% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 19,333 | 152 | 0.0% | 0.0% | 139 | +8,063 | 71.54% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 19,366 | 152 | 0.0% | 0.0% | 138 | +666 | 3.56% | Q1 2026 | May 14, 2026 |
| Canopy Partners, LLC | History | Reduced | 19,244 | 151 | 0.05% | 0.05% | 140 | -549 | -2.77% | Q1 2026 | May 11, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 18,697 | 147 | 0.0% | 0.0% | 141 | +1,576 | 9.21% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 18,501 | 145 | 0.0% | — | 145 | +18,501 | New | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 18,381 | 145 | 0.0% | 0.0% | 143 | +5,210 | 39.56% | Q1 2026 | May 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 18,382 | 145 | 0.03% | 0.03% | 144 | -72 | -0.39% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 18,500 | 145 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 18,356 | 143 | 0.0% | 0.01% | 146 | +2,413 | 15.14% | Q1 2026 | May 01, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 18,068 | 142 | 0.0% | 0.0% | 147 | +3,019 | 20.06% | Q1 2026 | May 05, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 17,685 | 139 | 0.0% | 0.0% | 148 | +5,812 | 48.95% | Q1 2026 | May 04, 2026 |
| State of Wyoming | History | Reduced | 17,297 | 136 | 0.02% | 0.02% | 149 | -1,246 | -6.72% | Q1 2026 | May 13, 2026 |
| West Family Investments, Inc. | History | Reduced | 17,034 | 134 | 0.05% | 0.04% | 150 | -4,415 | -20.58% | Q1 2026 | May 07, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 16,755 | 132 | 0.01% | 0.01% | 151 | +1,726 | 11.48% | Q1 2026 | Apr 28, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 16,770 | 132 | 0.03% | 0.03% | 152 | -13 | -0.08% | Q1 2026 | Apr 13, 2026 |
| Baron Wealth Management LLC | History | Added to | 16,702 | 131 | 0.04% | 0.04% | 153 | +2,181 | 15.02% | Q1 2026 | Apr 16, 2026 |
| Trust Point Inc. | History | Added to | 16,355 | 129 | 0.01% | 0.01% | 154 | +4,353 | 36.27% | Q1 2026 | Apr 15, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 16,454 | 129 | 0.01% | 0.01% | 155 | +3,810 | 30.13% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 16,245 | 128 | 0.0% | — | 156 | +16,245 | New | Q1 2026 | May 15, 2026 |
| SYM FINANCIAL Corp | History | Added to | 16,036 | 126 | 0.01% | 0.01% | 157 | +798 | 5.24% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 16,003 | 126 | 0.0% | 0.0% | 158 | +348 | 2.22% | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 15,827 | 124 | 0.0% | 0.0% | 159 | +4,045 | 34.33% | Q1 2026 | May 15, 2026 |
| Greenspring Advisors, LLC | History | Added to | 15,721 | 124 | 0.01% | 0.01% | 160 | +882 | 5.94% | Q1 2026 | May 04, 2026 |
| Frec Markets, Inc. | History | Added to | 15,616 | 123 | 0.02% | 0.03% | 161 | +5,066 | 48.02% | Q1 2026 | May 13, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 15,434 | 121 | 0.01% | 0.01% | 162 | +211 | 1.39% | Q1 2026 | Apr 16, 2026 |
| Graham Capital Management, L.P. | History | New | 15,228 | 120 | 0.0% | — | 164 | +15,228 | New | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 15,234 | 120 | 0.0% | 0.0% | 163 | -1,135 | -6.93% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 14,434 | 114 | 0.0% | 0.0% | 165 | +13,122 | 1000.15% | Q1 2026 | May 15, 2026 |
| Successful Portfolios LLC | History | No change | 15,000 | 114 | 0.06% | 0.07% | 166 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 14,352 | 113 | 0.0% | 0.0% | 167 | -7,040 | -32.91% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,525 | 110 | 0.0% | 0.0% | 168 | +13,909 | 2257.95% | Q1 2026 | May 15, 2026 |
| Mayflower Financial Advisors, LLC | History | Added to | 13,834 | 109 | 0.01% | 0.01% | 169 | +1,361 | 10.91% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | Reduced | 13,910 | 109 | 0.0% | 0.0% | 170 | -97 | -0.69% | Q1 2026 | Apr 20, 2026 |
| NewSquare Capital LLC | History | New | 13,693 | 108 | 0.01% | — | 171 | +13,693 | New | Q1 2026 | May 08, 2026 |
| Five Oceans Advisors | History | No change | 13,507 | 106 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Keebeck Wealth Management | History | New | 12,919 | 101 | 0.01% | — | 173 | +12,919 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 12,690 | 100 | 0.0% | — | 176 | +12,690 | New | Q1 2026 | Apr 27, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 11,777 | 100 | 0.01% | 0.02% | 175 | -2,249 | -16.03% | Q1 2026 | May 11, 2026 |
| Syverson Strege & Co | History | Reduced | 12,745 | 100 | 0.02% | 0.03% | 174 | -1,026 | -7.45% | Q1 2026 | May 04, 2026 |
| Paladin Wealth, LLC | History | New | 12,629 | 99 | 0.07% | — | 177 | +12,629 | New | Q1 2026 | Apr 16, 2026 |
| Clarius Group, LLC | History | No change | 11,739 | 98 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Cromwell Holdings LLC | History | No change | 12,467 | 98 | 0.06% | 0.06% | 179 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MQS Management LLC | History | New | 12,272 | 96 | 0.06% | — | 180 | +12,272 | New | Q1 2026 | Apr 23, 2026 |
| GeoWealth Management, LLC | History | Reduced | 12,111 | 95 | 0.0% | 0.0% | 181 | -93 | -0.76% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 12,030 | 94 | 0.01% | — | 184 | +12,030 | New | Q1 2026 | May 15, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 12,031 | 94 | 0.03% | 0.03% | 183 | +1,160 | 10.67% | Q1 2026 | Apr 17, 2026 |
| Brio Consultants, LLC | History | Added to | 12,031 | 94 | 0.01% | 0.01% | 182 | +217 | 1.84% | Q1 2026 | May 06, 2026 |
| Crestwood Advisors Group, LLC | History | New | 11,874 | 93 | 0.0% | — | 185 | +11,874 | New | Q1 2026 | May 05, 2026 |
| Sepio Capital, LP | History | New | 11,813 | 93 | 0.01% | — | 186 | +11,813 | New | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 11,641 | 91 | 0.0% | 0.01% | 187 | -267 | -2.24% | Q1 2026 | May 04, 2026 |
| Diversified Trust Co | History | Added to | 11,413 | 90 | 0.0% | 0.0% | 188 | +204 | 1.82% | Q1 2026 | Apr 16, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 11,374 | 89 | 0.0% | 0.0% | 189 | +767 | 7.23% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 11,114 | 87 | 0.0% | — | 190 | +11,114 | New | Q1 2026 | Apr 20, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 11,354 | 86 | 0.02% | — | 191 | +11,354 | New | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | New | 10,967 | 86 | 0.0% | — | 192 | +10,967 | New | Q1 2026 | Apr 15, 2026 |
| CERTUITY, LLC | History | New | 10,795 | 85 | 0.01% | — | 195 | +10,795 | New | Q1 2026 | May 11, 2026 |
| Cornerstone Wealth Group, LLC | History | New | 10,299 | 85 | 0.01% | — | 194 | +10,299 | New | Q1 2026 | Apr 22, 2026 |
| New Republic Capital, LLC | History | Reduced | 10,896 | 85 | 0.03% | 0.04% | 193 | -6,667 | -37.96% | Q1 2026 | May 01, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 10,336 | 81 | 0.03% | — | 196 | +10,336 | New | Q1 2026 | Apr 20, 2026 |
| Scientech Research LLC | History | New | 10,160 | 80 | 0.07% | — | 197 | +10,160 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 10,000 | 78 | 0.0% | 0.0% | 198 | -26,082 | -72.29% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 9,775 | 77 | 0.01% | 0.01% | 199 | -1,153 | -10.55% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,290 | 75 | 0.0% | 0.0% | 200 | +4,289 | 85.76% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,587 | 63 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 6,543 | 51 | 0.0% | 0.0% | 202 | +4,845 | 285.34% | Q1 2026 | May 14, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 6,118 | 48 | 0.01% | 0.0% | 203 | +3,179 | 108.17% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,183 | 41 | 0.0% | 0.0% | 204 | +1,161 | 28.87% | Q1 2026 | May 06, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 5,129 | 40 | 0.01% | — | 206 | +5,129 | New | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 5,083 | 40 | 0.0% | 0.0% | 205 | +3,740 | 278.48% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 4,963 | 39 | 0.0% | 0.0% | 208 | -10,118 | -67.09% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,005 | 39 | 0.0% | 0.0% | 207 | +188 | 3.9% | Q1 2026 | May 07, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 4,870 | 38 | 0.02% | 0.03% | 209 | -337 | -6.47% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 4,263 | 33 | 0.0% | 0.0% | 210 | +1,221 | 40.14% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Added to | 3,271 | 25 | 0.01% | 0.01% | 211 | +703 | 27.38% | Q1 2026 | Apr 13, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 2,942 | 23 | 0.0% | — | 212 | +2,942 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 2,675 | 21 | 0.0% | — | 214 | +2,675 | New | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 2,777 | 21 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Addison Advisors LLC | History | No change | 2,594 | 20 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,520 | 19 | 0.0% | — | 216 | +2,520 | New | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 2,303 | 18 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Salomon & Ludwin, LLC | History | No change | 2,273 | 18 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,188 | 18 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Manchester Capital Management LLC | History | No change | 2,078 | 16 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,995 | 15 | 0.0% | 0.0% | 221 | +634 | 46.58% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Added to | 1,835 | 14 | 0.0% | 0.0% | 223 | +1,689 | 1156.85% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,852 | 14 | 0.0% | 0.0% | 222 | +1,032 | 125.85% | Q1 2026 | May 01, 2026 |
| MAI Capital Management | History | Added to | 1,608 | 12 | 0.0% | 0.0% | 224 | +1,201 | 295.09% | Q1 2026 | May 15, 2026 |
| Clean Yield Group | History | Reduced | 1,559 | 12 | 0.0% | 0.0% | 225 | -460 | -22.78% | Q1 2026 | Apr 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,454 | 11 | 0.0% | 0.0% | 227 | +557 | 62.1% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,505 | 11 | 0.0% | 0.0% | 228 | +300 | 24.9% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | No change | 1,452 | 11 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,039 | 8 | 0.0% | 0.0% | 231 | -1,075 | -50.85% | Q1 2026 | Apr 27, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 1,068 | 8 | 0.0% | 0.0% | 229 | -300 | -21.93% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,029 | 8 | 0.0% | 0.0% | 230 | +229 | 28.63% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | No change | 1,078 | 8 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Kilter Group LLC | History | Added to | 979 | 7 | 0.0% | 0.0% | 233 | +734 | 299.59% | Q1 2026 | May 14, 2026 |
| Elequin Capital, LP | History | New | 865 | 6 | 0.0% | — | 235 | +865 | New | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 766 | 6 | 0.0% | — | 236 | +766 | New | Q1 2026 | Apr 02, 2026 |
| Parkside Financial Bank & Trust | History | No change | 859 | 6 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 704 | 5 | 0.0% | 0.0% | 239 | -4,010 | -85.07% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 673 | 5 | 0.0% | 0.0% | 237 | +111 | 19.75% | Q1 2026 | Apr 30, 2026 |
| GW&K Investment Management, LLC | History | Added to | 686 | 5 | 0.0% | 0.0% | 238 | +108 | 18.69% | Q1 2026 | May 13, 2026 |
| WealthCollab, LLC | History | No change | 677 | 5 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | New | 562 | 4 | 0.0% | — | 243 | +562 | New | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 605 | 4 | 0.0% | 0.0% | 241 | +367 | 154.2% | Q1 2026 | May 08, 2026 |
| Cornerstone Financial Management LLC | History | No change | 570 | 4 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 499 | 3 | 0.0% | — | 250 | +499 | New | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 384 | 3 | 0.0% | — | 249 | +384 | New | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 422 | 3 | 0.0% | 0.0% | 245 | -374 | -46.98% | Q1 2026 | Apr 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 440 | 3 | 0.0% | 0.0% | 246 | +230 | 109.52% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | Added to | 491 | 3 | 0.0% | 0.0% | 248 | +92 | 23.06% | Q1 2026 | May 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 479 | 3 | 0.0% | 0.0% | 247 | +45 | 10.37% | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 392 | 3 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 316 | 2 | 0.0% | 0.0% | 252 | -3,064 | -90.65% | Q1 2026 | Apr 27, 2026 |
| American Capital Advisory, LLC | History | Added to | 351 | 2 | 0.0% | — | 255 | +282 | 408.7% | Q1 2026 | Apr 29, 2026 |
| Arlington Trust Co LLC | History | New | 270 | 2 | 0.0% | — | 258 | +270 | New | Q1 2026 | Apr 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 347 | 2 | 0.0% | 0.0% | 254 | +121 | 53.54% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | No change | 363 | 2 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 325 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 245 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 319 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 219 | 1 | 0.0% | — | 261 | +169 | 338.0% | Q1 2026 | Apr 30, 2026 |
| Burk Holdings LLC | History | New | 155 | 1 | 0.0% | — | 266 | +155 | New | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 136 | 1 | 0.0% | — | 264 | +136 | New | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | New | 135 | 1 | 0.0% | — | 265 | +135 | New | Q1 2026 | Apr 29, 2026 |
| Bare Financial Services, Inc | History | Added to | 235 | 1 | 0.0% | 0.0% | 263 | +115 | 95.83% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 164 | 1 | 0.0% | 0.0% | 259 | +29 | 21.48% | Q1 2026 | May 15, 2026 |
| JNBA Financial Advisors | History | No change | 177 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | No change | 157 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Journey Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -611,486 | -100.0% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -176,116 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -136,149 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -127,194 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -93,911 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -71,899 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58,753 | -100.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,219 | -100.0% | Q1 2026 | May 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -54,028 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -45,603 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43,869 | -100.0% | Q1 2026 | May 13, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -32,948 | -100.0% | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,665 | -100.0% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,843 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,750 | -100.0% | Q1 2026 | May 01, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,429 | -100.0% | Q1 2026 | May 13, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -11,020 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,951 | -100.0% | Q1 2026 | May 07, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,465 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,066 | -100.0% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -282 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GHP Investment Advisors, Inc. | History | New | 68 | 0 | — | — | — | +68 | New | Q1 2026 | Apr 21, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | Apr 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | Reduced | 49 | 0 | — | — | — | -11 | -18.33% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |