NovoCure Ltd - NVCR
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 17,069,149 | 186,053 | 0.01% | 0.01% | 1 | +272,170 | 1.62% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 13,193,765 | 143,812 | 0.0% | 0.0% | 2 | -347,683 | -2.57% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 10,958,209 | 141,689 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Soleus Capital Management, L.P. | History | Added to | 10,492,391 | 114,367 | 4.63% | 4.07% | 4 | +1,961,726 | 23.0% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,251,701 | 68,143 | 0.0% | — | 5 | +6,251,701 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,682,064 | 51,034 | 0.0% | — | 6 | +4,682,064 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 4,541,526 | 49,502 | 0.0% | 0.0% | 7 | -528,369 | -10.42% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,121,237 | 34,021 | 0.01% | 0.0% | 8 | +2,810,424 | 904.22% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Reduced | 2,561,817 | 27,923 | 0.0% | 0.0% | 9 | -15,422 | -0.6% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,511,707 | 27,382 | 0.0% | 0.0% | 10 | +35,061 | 1.42% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,487,376 | 27,112 | 0.05% | 0.05% | 11 | +477,128 | 23.73% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,551,554 | 16,911 | 0.03% | 0.03% | 12 | +163,800 | 11.8% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,401,875 | 15,280 | 0.0% | 0.0% | 13 | +410,022 | 41.34% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,361,391 | 14,839 | 0.02% | 0.01% | 14 | +460,895 | 51.18% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 1,331,492 | 14,513 | 0.06% | 0.06% | 15 | +107,737 | 8.8% | Q1 2026 | May 15, 2026 |
| Palo Alto Investors LP | History | Reduced | 1,280,439 | 13,956 | 2.13% | 2.34% | 16 | -18,525 | -1.43% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,245,541 | 13,576 | 0.01% | 0.0% | 17 | +966,735 | 346.74% | Q1 2026 | Apr 16, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 1,071,584 | 11,680 | 0.01% | 0.01% | 18 | -49,690 | -4.43% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Reduced | 982,353 | 10,707 | 0.0% | 0.0% | 19 | -290,996 | -22.85% | Q1 2026 | Apr 30, 2026 |
| C WorldWide Group Holding A/S | History | No change | 971,784 | 10,592 | 0.23% | 0.22% | 20 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | No change | 1,019,969 | 10,566 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 960,056 | 10,461 | 0.0% | 0.0% | 22 | +207,913 | 27.64% | Q1 2026 | May 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 927,382 | 10,109 | 0.01% | 0.0% | 23 | +924,239 | 29406.27% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 930,166 | 9,636 | 0.0% | 0.0% | 24 | +527,284 | 130.88% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 883,578 | 9,631 | 0.0% | 0.0% | 25 | +24,592 | 2.86% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 837,494 | 9,128 | 0.0% | 0.0% | 26 | -39,322 | -4.48% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 784,805 | 8,554 | 0.06% | 0.06% | 27 | +77,196 | 10.91% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 745,435 | 8,125 | 0.0% | 0.0% | 28 | -432,610 | -36.72% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 726,400 | 7,917 | 0.01% | 0.02% | 29 | -201,000 | -21.67% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 716,539 | 7,810 | 0.02% | 0.02% | 30 | +55,242 | 8.35% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 712,769 | 7,769 | 0.0% | — | 31 | +712,769 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 708,293 | 7,720 | 0.0% | 0.0% | 32 | +464,221 | 190.2% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 647,062 | 7,052 | 0.0% | 0.01% | 33 | -175,323 | -21.32% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 625,797 | 6,821 | 0.1% | 0.18% | 34 | -253,201 | -28.81% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 509,642 | 5,555 | 0.01% | 0.01% | 35 | +136,250 | 36.49% | Q1 2026 | May 14, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | New | 452,370 | 4,930 | 0.78% | — | 36 | +452,370 | New | Q1 2026 | May 11, 2026 |
| Jump Financial, LLC | History | Reduced | 368,377 | 4,015 | 0.05% | 0.09% | 37 | -192,860 | -34.36% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 330,937 | 3,607 | 0.0% | 0.0% | 38 | -75,727 | -18.62% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 314,734 | 3,430 | 0.02% | 0.01% | 39 | -64,240 | -16.95% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 297,416 | 3,241 | 0.0% | 0.0% | 40 | -149,839 | -33.5% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 289,817 | 3,159 | 0.0% | 0.0% | 41 | +141,298 | 95.14% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 289,296 | 3,153 | 0.0% | 0.0% | 42 | +24,402 | 9.21% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 281,471 | 3,068 | 0.0% | 0.0% | 43 | -17,057 | -5.71% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 274,932 | 2,892 | 0.0% | 0.0% | 44 | -139,810 | -33.71% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 262,147 | 2,852 | 0.0% | 0.01% | 45 | +3,069 | 1.18% | Q1 2026 | May 13, 2026 |
| Vestal Point Capital, LP | History | Reduced | 250,000 | 2,725 | 0.08% | 0.23% | 46 | -275,000 | -52.38% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 192,800 | 2,492 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 228,269 | 2,488 | 0.0% | 0.0% | 48 | +1,769 | 0.78% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 222,809 | 2,428 | 0.0% | 0.01% | 49 | -61,836 | -21.72% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 218,300 | 2,379 | 0.03% | 0.04% | 50 | -73,032 | -25.07% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 216,513 | 2,334 | 0.0% | 0.0% | 51 | +119,145 | 122.37% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 209,500 | 2,283 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Birchview Capital, LP | History | Added to | 202,330 | 2,205 | 1.26% | 1.15% | 53 | +50,230 | 33.02% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 198,738 | 2,166 | 0.0% | 0.01% | 54 | -842,794 | -80.92% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 198,236 | 2,160 | 0.0% | 0.0% | 55 | -710,895 | -78.2% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 170,013 | 1,853 | 0.0% | 0.0% | 56 | -172,940 | -50.43% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 158,904 | 1,732 | 0.0% | 0.0% | 57 | -155,176 | -49.41% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 156,622 | 1,707 | 0.0% | 0.0% | 58 | -156,596 | -50.0% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 153,999 | 1,678 | 0.0% | 0.0% | 59 | +81,050 | 111.11% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 146,098 | 1,592 | 0.0% | 0.0% | 60 | -9,101 | -5.86% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 142,561 | 1,553 | 0.0% | 0.0% | 61 | +43,257 | 43.56% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 120,130 | 1,553 | 0.0% | 0.0% | 62 | -15,900 | -11.69% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 139,700 | 1,522 | 0.02% | 0.06% | 63 | -149,659 | -51.72% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 139,529 | 1,520 | 0.01% | 0.0% | 64 | +68,243 | 95.73% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 137,010 | 1,493 | 0.0% | 0.0% | 65 | -69,809 | -33.75% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 135,263 | 1,474 | 0.0% | 0.0% | 66 | +20,127 | 17.48% | Q1 2026 | May 11, 2026 |
| Eversept Partners, LP | History | Added to | 134,917 | 1,470 | 0.08% | 0.08% | 67 | +13,939 | 11.52% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 127,780 | 1,392 | 0.03% | 0.04% | 68 | -25,738 | -16.77% | Q1 2026 | Apr 27, 2026 |
| Invesco Ltd. | History | Added to | 126,428 | 1,378 | 0.0% | 0.0% | 69 | +58,460 | 86.01% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 121,948 | 1,329 | 0.0% | 0.0% | 70 | -3,012 | -2.41% | Q1 2026 | May 12, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 121,800 | 1,327 | 0.04% | 0.05% | 71 | -10,000 | -7.59% | Q1 2026 | May 04, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 115,300 | 1,256 | 0.0% | 0.0% | 72 | -53,697 | -31.77% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 115,102 | 1,255 | 0.0% | 0.0% | 73 | +21,008 | 22.33% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 114,281 | 1,245 | 0.0% | 0.0% | 74 | +89,839 | 367.56% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 103,995 | 1,133 | 0.02% | 0.02% | 75 | +18,731 | 21.97% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 97,534 | 1,063 | 0.0% | — | 76 | +97,534 | New | Q1 2026 | May 08, 2026 |
| IMC-Chicago, LLC | History | Reduced | 94,892 | 1,034 | 0.0% | 0.0% | 77 | -2,217 | -2.28% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 94,293 | 1,027 | 0.0% | — | 79 | +94,293 | New | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 94,308 | 1,027 | 0.0% | 0.0% | 78 | -11,104 | -10.53% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 93,100 | 1,014 | 0.0% | 0.0% | 80 | -379,814 | -80.31% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 91,215 | 994 | 0.0% | 0.0% | 81 | -555,451 | -85.89% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 85,783 | 968 | 0.0% | 0.0% | 82 | -2,398 | -2.72% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 85,861 | 935 | 0.0% | 0.0% | 83 | -10,240 | -10.66% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 82,412 | 898 | 0.01% | 0.01% | 84 | +31,870 | 63.06% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | New | 82,128 | 895 | 0.08% | — | 85 | +82,128 | New | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 77,122 | 840 | 0.0% | — | 86 | +77,122 | New | Q1 2026 | May 14, 2026 |
| Rhenman & Partners Asset Management AB | History | New | 70,000 | 763 | 0.09% | — | 87 | +70,000 | New | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 67,169 | 732 | 0.01% | 0.01% | 88 | -6,551 | -8.89% | Q1 2026 | Apr 14, 2026 |
| STRS OHIO | History | Added to | 59,400 | 647 | 0.0% | 0.0% | 89 | +1,300 | 2.24% | Q1 2026 | Apr 24, 2026 |
| ExodusPoint Capital Management, LP | History | New | 59,253 | 645 | 0.01% | — | 90 | +59,253 | New | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Added to | 57,379 | 625 | 0.0% | 0.0% | 91 | +5,958 | 11.59% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 56,470 | 615 | 0.0% | 0.0% | 92 | -460 | -0.81% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 54,891 | 598 | 0.02% | 0.02% | 93 | +646 | 1.19% | Q1 2026 | May 13, 2026 |
| Prosight Management, LP | History | New | 50,400 | 549 | 0.09% | — | 94 | +50,400 | New | Q1 2026 | May 15, 2026 |
| Counterpoint Mutual Funds LLC | History | Added to | 49,382 | 538 | 0.08% | 0.04% | 95 | +10,777 | 27.92% | Q1 2026 | Apr 27, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 47,922 | 522 | 0.0% | 0.0% | 96 | +11,466 | 31.45% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 47,583 | 518 | 0.0% | 0.0% | 97 | +7,907 | 19.93% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 45,318 | 493 | 0.0% | 0.01% | 98 | -307,141 | -87.14% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 45,000 | 490 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 44,570 | 485 | 0.0% | 0.0% | 100 | +11,910 | 36.47% | Q1 2026 | May 15, 2026 |
| GFS Advisors, LLC | History | New | 6,500 | 467 | 0.06% | — | 101 | +6,500 | New | Q1 2026 | Apr 30, 2026 |
| Vanguard Global Advisers, LLC | History | New | 41,761 | 455 | 0.0% | — | 102 | +41,761 | New | Q1 2026 | May 08, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 42,989 | 445 | 0.08% | 0.2% | 103 | -56,416 | -56.75% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 39,598 | 431 | 0.0% | 0.0% | 104 | -1,705 | -4.13% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 38,994 | 425 | 0.0% | 0.01% | 105 | -29,317 | -42.92% | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | No change | 37,323 | 407 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 35,582 | 388 | 0.02% | 0.01% | 107 | +25,121 | 240.14% | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 35,838 | 378 | 0.0% | 0.0% | 108 | +9,623 | 36.71% | Q1 2026 | Apr 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 34,690 | 378 | 0.0% | 0.0% | 109 | +6,106 | 21.36% | Q1 2026 | May 11, 2026 |
| WASHINGTON CAPITAL MANAGEMENT, INC | History | Added to | 32,400 | 353 | 0.3% | 0.32% | 110 | +1,400 | 4.52% | Q1 2026 | Apr 24, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 32,193 | 350 | 0.0% | 0.0% | 111 | -100 | -0.31% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 31,690 | 342 | 0.0% | 0.0% | 112 | -15,091 | -32.26% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 31,007 | 337 | 0.0% | 0.0% | 113 | +30,349 | 4612.31% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 30,213 | 329 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Inscription Capital, LLC | History | Reduced | 29,689 | 323 | 0.03% | 0.05% | 115 | -10,329 | -25.81% | Q1 2026 | Apr 20, 2026 |
| Arizona State Retirement System | History | Reduced | 29,222 | 318 | 0.0% | 0.0% | 116 | -710 | -2.37% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 28,900 | 315 | 0.0% | — | 117 | +28,900 | New | Q1 2026 | May 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 24,217 | 313 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 28,376 | 309 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 28,130 | 306 | 0.0% | — | 120 | +28,130 | New | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Reduced | 26,926 | 293 | 0.03% | 0.08% | 121 | -24,292 | -47.43% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 25,243 | 275 | 0.0% | 0.0% | 122 | +3,639 | 16.84% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | New | 24,954 | 271 | 0.0% | — | 123 | +24,954 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 24,954 | 271 | 0.01% | — | 124 | +24,954 | New | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 20,101 | 261 | 0.01% | 0.01% | 125 | -4,334 | -17.74% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 23,049 | 251 | 0.0% | 0.0% | 126 | +2,277 | 10.96% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 23,000 | 250 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PDT Partners, LLC | History | No change | 22,252 | 242 | 0.01% | 0.02% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 21,645 | 235 | 0.01% | 0.01% | 129 | +4,194 | 24.03% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Reduced | 21,449 | 233 | 0.01% | 0.03% | 130 | -90,097 | -80.77% | Q1 2026 | May 11, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 21,454 | 233 | 0.03% | 0.03% | 131 | +1,763 | 8.95% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 20,743 | 226 | 0.0% | 0.0% | 132 | +5,219 | 33.62% | Q1 2026 | May 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 20,194 | 220 | 0.02% | 0.02% | 133 | +1,947 | 10.67% | Q1 2026 | Apr 27, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 19,845 | 216 | 0.0% | 0.0% | 135 | +3,811 | 23.77% | Q1 2026 | Apr 22, 2026 |
| ProShare Advisors LLC | History | Reduced | 19,820 | 216 | 0.0% | 0.0% | 134 | -3,673 | -15.63% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Reduced | 19,607 | 213 | 0.01% | 0.01% | 136 | -2,326 | -10.61% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 18,140 | 197 | 0.0% | — | 138 | +18,140 | New | Q1 2026 | May 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 18,165 | 197 | 0.0% | 0.0% | 137 | -449 | -2.41% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 17,900 | 195 | 0.0% | 0.0% | 139 | -69,000 | -79.4% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 17,874 | 194 | 0.0% | 0.0% | 140 | +7,228 | 67.89% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 17,595 | 191 | 0.0% | 0.0% | 141 | -2,773 | -13.61% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Added to | 16,634 | 181 | 0.0% | 0.0% | 142 | +3,094 | 22.85% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | New | 15,813 | 172 | 0.0% | — | 143 | +15,813 | New | Q1 2026 | May 05, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 15,676 | 170 | 0.01% | — | 144 | +15,676 | New | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 15,430 | 168 | 0.0% | — | 145 | +15,430 | New | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 15,266 | 166 | 0.02% | 0.01% | 146 | +10,200 | 201.34% | Q1 2026 | Apr 06, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 13,696 | 149 | 0.0% | 0.03% | 147 | -69,990 | -83.63% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 13,423 | 146 | 0.0% | — | 148 | +13,423 | New | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | Added to | 13,124 | 143 | 0.01% | 0.01% | 149 | +2,102 | 19.07% | Q1 2026 | May 11, 2026 |
| Obermeyer Wealth Partners | History | New | 12,564 | 136 | 0.01% | — | 150 | +12,564 | New | Q1 2026 | Apr 20, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 12,532 | 136 | 0.01% | — | 151 | +12,532 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,857 | 129 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 11,831 | 128 | 0.0% | 0.0% | 153 | -19,508 | -62.25% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 11,721 | 127 | 0.0% | 0.0% | 154 | +159 | 1.38% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 11,330 | 123 | 0.0% | 0.0% | 155 | -5,050 | -30.83% | Q1 2026 | May 06, 2026 |
| Venturi Wealth Management, LLC | History | New | 11,266 | 122 | 0.01% | — | 156 | +11,266 | New | Q1 2026 | Apr 21, 2026 |
| Baker Avenue Asset Management, LP | History | New | 10,858 | 118 | 0.0% | — | 157 | +10,858 | New | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 10,795 | 117 | 0.0% | — | 158 | +10,795 | New | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 10,293 | 112 | 0.0% | — | 159 | +10,293 | New | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,029 | 109 | 0.0% | — | 160 | +10,029 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,541 | 103 | 0.0% | 0.0% | 161 | +3,074 | 47.53% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 9,211 | 100 | 0.0% | 0.0% | 162 | -3,619 | -28.21% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,489 | 92 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 6,911 | 75 | 0.0% | 0.0% | 164 | +1,778 | 34.64% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,737 | 73 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 5,935 | 64 | 0.0% | 0.0% | 166 | +493 | 9.06% | Q1 2026 | May 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,525 | 49 | 0.0% | 0.0% | 167 | +3,679 | 434.87% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,718 | 40 | 0.0% | 0.0% | 168 | +1,085 | 41.21% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 3,369 | 37 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,501 | 27 | 0.0% | 0.0% | 171 | +302 | 13.73% | Q1 2026 | Apr 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 2,500 | 27 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,019 | 22 | 0.0% | 0.0% | 172 | +1,900 | 1596.64% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 2,102 | 22 | 0.0% | 0.01% | 173 | -1,080 | -33.94% | Q1 2026 | Apr 23, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,989 | 21 | 0.0% | 0.1% | 174 | -236,371 | -99.17% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,015 | 21 | 0.0% | 0.0% | 175 | +222 | 12.38% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,979 | 21 | 0.0% | 0.0% | 176 | -25 | -1.25% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,333 | 14 | 0.0% | 0.0% | 177 | -577 | -30.21% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,123 | 14 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Essential Partners LLC | History | Added to | 1,258 | 13 | 0.0% | 0.0% | 179 | +716 | 132.1% | Q1 2026 | May 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,136 | 12 | 0.0% | 0.01% | 180 | -381 | -25.12% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,114 | 12 | 0.0% | 0.0% | 181 | +370 | 49.73% | Q1 2026 | Apr 07, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 930 | 10 | 0.0% | 0.0% | 183 | -3,000 | -76.34% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Added to | 965 | 10 | 0.0% | 0.0% | 182 | +255 | 35.92% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 796 | 8 | 0.0% | 0.0% | 184 | +480 | 151.9% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Reduced | 749 | 8 | 0.0% | 0.0% | 185 | -292 | -28.05% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 675 | 7 | 0.0% | 0.0% | 187 | -80 | -10.6% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 660 | 7 | 0.0% | 0.0% | 186 | -15 | -2.22% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 582 | 6 | 0.0% | 0.0% | 188 | +323 | 124.71% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 586 | 6 | 0.0% | 0.0% | 190 | -82 | -12.28% | Q1 2026 | Apr 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 600 | 6 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Atlantic Private Wealth, LLC | History | New | 500 | 5 | 0.0% | — | 192 | +500 | New | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Added to | 475 | 5 | 0.0% | 0.0% | 191 | +73 | 18.16% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 408 | 4 | 0.0% | 0.0% | 193 | -67 | -14.11% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 320 | 3 | 0.0% | 0.0% | 194 | -900 | -73.77% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 267 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 244 | 2 | 0.0% | — | 199 | +192 | 369.23% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 240 | 2 | 0.0% | 0.0% | 200 | +111 | 86.05% | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 192 | 2 | 0.0% | 0.0% | 196 | -30 | -13.51% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 265 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 2 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | No change | 213 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Addison Advisors LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JPL Wealth Management, LLC | History | New | 172 | 1 | 0.0% | — | 209 | +172 | New | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 111 | 1 | 0.0% | 0.0% | 207 | -106 | -48.85% | Q1 2026 | Apr 14, 2026 |
| Scarborough Advisors, LLC | History | New | 100 | 1 | 0.0% | — | 208 | +100 | New | Q1 2026 | May 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 65 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ADIRONDACK TRUST CO | History | No change | 100 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 124 | 1 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 133 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -407,204 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -250,862 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -168,873 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -144,728 | -100.0% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -58,795 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,045 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -49,367 | -100.0% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -39,761 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -38,857 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -34,227 | -100.0% | Q1 2026 | May 11, 2026 |
| ADAR1 Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -34,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -29,220 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,808 | -100.0% | Q1 2026 | May 08, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -23,700 | -100.0% | Q1 2026 | May 13, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -23,250 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -20,852 | -100.0% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -18,229 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,077 | -100.0% | Q1 2026 | May 14, 2026 |
| Mach-1 Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,646 | -100.0% | Q1 2026 | May 13, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,625 | -100.0% | Q1 2026 | May 13, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,800 | -100.0% | Q1 2026 | May 12, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,851 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,676 | -100.0% | Q1 2026 | May 13, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,330 | -100.0% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -11,300 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Pale Fire Capital SE | History | Closed out | 0 | 0 | — | 0.01% | — | -10,723 | -100.0% | Q1 2026 | May 14, 2026 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,049 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,763 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,192 | -100.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,313 | -100.0% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,137 | -100.0% | Q1 2026 | Apr 27, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 74 | 0 | — | 0.0% | — | -172 | -69.92% | Q1 2026 | Apr 13, 2026 |
| Triumph Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Optiver Holding B.V. | History | New | 65 | 0 | — | — | — | +65 | New | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -58 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 45 | 0 | — | 0.0% | — | -49 | -52.13% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 40 | 0 | — | — | — | +40 | New | Q1 2026 | May 07, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q1 2026 | May 11, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -37 | -100.0% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 36 | 0 | — | — | — | -26 | -41.94% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 08, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 75 | 0 | — | — | — | +17 | 29.31% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 06, 2026 |
| Vanguard National Trust Co | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 08, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 06, 2026 |
| Stone House Investment Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 22, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 12, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Sunbelt Securities, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Golden State Wealth Management, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 54 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Root Financial Partners, LLC | History | No change | 61 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Rakuten Securities, Inc. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gen-Wealth Partners Inc | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CURIO WEALTH, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |