NOVO NORDISK A S - NVO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,024,311 | 1,140,143 | 0.13% | 0.1% | 1 | +14,417,677 | 86.82% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 20,139,625 | 740,131 | 0.12% | 0.24% | 2 | -10,814,098 | -34.94% | Q1 2026 | May 15, 2026 |
| DODGE & COX | History | New | 19,333,750 | 710,515 | 0.39% | — | 3 | +19,333,750 | New | Q1 2026 | May 14, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 17,017,315 | 625,386 | 0.84% | 1.05% | 4 | -118,069 | -0.69% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,083,479 | 591,067 | 0.14% | 0.18% | 5 | +1,380,971 | 9.39% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 12,881,307 | 473,388 | 0.06% | 0.1% | 6 | -772,687 | -5.66% | Q1 2026 | May 12, 2026 |
| Capital International Investors | History | Added to | 11,795,850 | 424,762 | 0.1% | 0.09% | 7 | +584,744 | 5.22% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,060,680 | 406,481 | 0.05% | 0.05% | 8 | +1,372,418 | 14.17% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 10,869,200 | 399,443 | 0.02% | 0.04% | 9 | -1,972,889 | -15.36% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 10,769,699 | 395,786 | 0.03% | 0.04% | 10 | -1,098,430 | -9.26% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 9,428,026 | 346,479 | 0.05% | 0.06% | 11 | +1,895,697 | 25.17% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 9,311,206 | 342,186 | 0.21% | 0.21% | 12 | +1,861,782 | 24.99% | Q1 2026 | May 15, 2026 |
| FOLKETRYGDFONDET | History | Reduced | 9,080,820 | 333,720 | 5.92% | 12.04% | 13 | -1,083,317 | -10.66% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 9,021,103 | 331,525 | 0.11% | 0.17% | 14 | -763,119 | -7.8% | Q1 2026 | May 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 7,827,491 | 287,660 | 0.16% | — | 15 | +7,827,491 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 6,431,301 | 236,350 | 0.19% | 0.04% | 16 | +5,824,110 | 959.19% | Q1 2026 | May 15, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Added to | 6,424,661 | 236,106 | 3.04% | 3.94% | 17 | +17,295 | 0.27% | Q1 2026 | May 08, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 6,142,778 | 225,747 | 0.18% | 0.25% | 18 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Reduced | 5,837,193 | 222,889 | 0.01% | 0.01% | 19 | -158,920 | -2.65% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 5,421,037 | 199,223 | 0.02% | 0.08% | 20 | -7,255,393 | -57.24% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Added to | 5,209,427 | 191,273 | 0.03% | 0.0% | 21 | +5,010,064 | 2513.04% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 4,527,779 | 166,396 | 0.03% | 0.04% | 22 | +141,376 | 3.22% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 3,959,430 | 145,509 | 0.04% | 0.04% | 23 | +1,185,996 | 42.76% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,654,856 | 134,315 | 0.02% | 0.03% | 24 | -974,449 | -21.05% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,642,599 | 133,865 | 0.03% | 0.04% | 25 | -349,450 | -8.75% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Added to | 3,592,736 | 132,033 | 0.03% | 0.02% | 26 | +1,641,964 | 84.17% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 3,560,305 | 131,059 | 0.04% | 0.05% | 27 | +393,194 | 12.41% | Q1 2026 | May 14, 2026 |
| Saratoga Research & Investment Management | History | Added to | 3,436,329 | 126,285 | 7.17% | 4.94% | 28 | +1,583,763 | 85.49% | Q1 2026 | May 07, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 3,397,121 | 124,844 | 0.2% | 0.25% | 29 | +213,443 | 6.7% | Q1 2026 | May 14, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 3,395,479 | 124,783 | 0.32% | 0.52% | 30 | -839,270 | -19.82% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 3,046,611 | 111,962 | 0.11% | 0.03% | 31 | +2,502,064 | 459.48% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 3,026,053 | 111,207 | 0.05% | 0.09% | 32 | -1,099,312 | -26.65% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 2,951,353 | 108,462 | 0.0% | 0.0% | 33 | -283,549 | -8.77% | Q1 2026 | May 13, 2026 |
| MARKEL GROUP INC. | History | No change | 2,869,774 | 105,464 | 0.88% | 1.16% | 34 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,808,818 | 99,123 | 0.01% | 0.01% | 35 | -724,819 | -20.51% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Added to | 2,653,850 | 97,528 | 0.16% | 0.13% | 36 | +842,743 | 46.53% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 2,207,655 | 81,131 | 0.03% | 0.04% | 37 | +346,931 | 18.64% | Q1 2026 | May 11, 2026 |
| Defiance ETFs, LLC | History | New | 2,192,592 | 80,577 | 1.15% | — | 38 | +2,192,592 | New | Q1 2026 | May 15, 2026 |
| MAVERICK CAPITAL LTD | History | New | 2,080,121 | 76,444 | 0.88% | — | 39 | +2,080,121 | New | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 2,005,285 | 73,694 | 0.26% | 0.15% | 40 | +1,159,987 | 137.23% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 1,838,317 | 67,558 | 0.13% | 0.23% | 41 | -559,451 | -23.33% | Q1 2026 | May 15, 2026 |
| SATURNA CAPITAL CORP | History | Reduced | 1,790,627 | 65,805 | 0.92% | 1.4% | 42 | -281,992 | -13.61% | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,781,200 | 65,459 | 0.08% | 0.03% | 43 | +1,175,400 | 194.02% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Added to | 1,745,580 | 64,150 | 0.15% | 0.13% | 44 | +565,080 | 47.87% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,747,225 | 63,941 | 0.01% | 0.02% | 45 | +11,049 | 0.64% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,621,481 | 59,589 | 0.04% | 0.07% | 46 | -23,668 | -1.44% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,433,073 | 52,665 | 0.09% | 0.12% | 47 | +92,215 | 6.88% | Q1 2026 | May 14, 2026 |
| Carmignac Gestion | History | No change | 1,003,300 | 51,047 | 0.69% | 0.69% | 48 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FMR LLC | History | Reduced | 1,352,620 | 49,708 | 0.0% | 0.03% | 49 | -8,664,705 | -86.5% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 1,339,875 | 49,240 | 0.07% | 0.19% | 50 | -1,321,363 | -49.65% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,336,000 | 49,098 | 0.05% | 0.13% | 51 | -1,182,216 | -46.95% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,322,929 | 48,617 | 0.01% | 0.02% | 52 | +87,864 | 7.11% | Q1 2026 | May 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,273,546 | 46,802 | 0.06% | 0.04% | 53 | +631,437 | 98.34% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,250,848 | 45,968 | 0.01% | 0.01% | 54 | -75,210 | -5.67% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Reduced | 1,233,065 | 45,315 | 0.05% | 0.18% | 55 | -2,117,979 | -63.2% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 1,259,409 | 45,128 | 0.32% | 0.12% | 56 | +913,823 | 264.43% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,211,319 | 44,515 | 0.02% | 0.02% | 57 | +332,167 | 37.78% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 1,183,709 | 43,501 | 0.18% | 0.24% | 58 | -381,235 | -24.36% | Q1 2026 | May 13, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 1,174,213 | 43,152 | 0.53% | 0.7% | 59 | +180,363 | 18.15% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,178,104 | 42,904 | 0.02% | 0.01% | 60 | +718,871 | 156.54% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 1,156,481 | 42,501 | 0.04% | 0.06% | 61 | -111,219 | -8.77% | Q1 2026 | May 12, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 1,075,038 | 39,507 | 0.14% | 0.13% | 62 | +295,835 | 37.97% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 1,052,622 | 38,683 | 0.24% | 0.2% | 63 | +404,269 | 62.35% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 790,053 | 37,959 | 0.02% | 0.04% | 64 | -610,739 | -43.6% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | Reduced | 1,027,748 | 37,769 | 0.45% | 0.61% | 65 | -149,185 | -12.68% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 982,773 | 36,116 | 0.26% | 0.09% | 66 | +785,722 | 398.74% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 963,137 | 35,395 | 0.09% | 0.07% | 67 | +352,052 | 57.61% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 948,795 | 34,868 | 0.08% | 0.16% | 68 | -735,167 | -43.66% | Q1 2026 | May 13, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | Added to | 926,168 | 34,036 | 0.16% | 0.07% | 69 | +650,000 | 235.36% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 886,476 | 32,577 | 0.0% | 0.0% | 70 | +254,787 | 40.33% | Q1 2026 | May 12, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 859,673 | 31,592 | 0.14% | 0.11% | 71 | +77,371 | 9.89% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 836,460 | 30,739 | 0.35% | 0.39% | 72 | +205,055 | 32.48% | Q1 2026 | Apr 23, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 811,072 | 29,806 | 0.04% | 0.05% | 73 | +115,908 | 16.67% | Q1 2026 | Apr 27, 2026 |
| Marex Group plc | History | Reduced | 803,501 | 29,528 | 0.19% | 0.37% | 74 | -352,212 | -30.48% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 802,198 | 29,480 | 0.01% | 0.0% | 75 | +694,983 | 648.21% | Q1 2026 | May 05, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 801,586 | 29,458 | 1.6% | 1.53% | 76 | +230,875 | 40.45% | Q1 2026 | May 12, 2026 |
| Cullen Capital Management, LLC | History | Added to | 792,355 | 29,119 | 0.3% | 0.3% | 77 | +244,835 | 44.72% | Q1 2026 | May 15, 2026 |
| XXEC, Inc. | History | Added to | 545,020 | 28,985 | 5.08% | 4.72% | 78 | +452,185 | 487.08% | Q1 2026 | Apr 23, 2026 |
| FARALLON CAPITAL MANAGEMENT LLC | History | New | 782,000 | 28,738 | 0.16% | — | 79 | +782,000 | New | Q1 2026 | May 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 810,997 | 28,620 | 0.07% | 0.26% | 80 | -1,697,295 | -67.67% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 756,509 | 27,801 | 0.09% | — | 81 | +756,509 | New | Q1 2026 | May 14, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | Added to | 719,230 | 26,431 | 3.78% | 2.47% | 82 | +353,447 | 96.63% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 710,082 | 26,084 | 0.02% | 0.1% | 83 | -1,438,959 | -66.96% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 675,409 | 24,821 | 0.07% | 0.03% | 84 | +280,023 | 70.82% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 672,999 | 23,632 | 0.03% | 0.05% | 85 | -33,081 | -4.69% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Reduced | 626,271 | 23,015 | 0.05% | 0.09% | 86 | -361,529 | -36.6% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 621,393 | 22,836 | 0.3% | — | 87 | +621,393 | New | Q1 2026 | May 14, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 467,452 | 22,375 | 2.22% | 2.26% | 88 | +121,375 | 35.07% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 589,107 | 21,649 | 0.01% | 0.04% | 89 | -1,936,720 | -76.68% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 550,628 | 20,235 | 0.03% | 0.06% | 90 | -149,546 | -21.36% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Added to | 526,389 | 19,344 | 0.14% | 0.19% | 91 | +67,389 | 14.68% | Q1 2026 | May 14, 2026 |
| Warther Private Wealth, LLC | History | Added to | 519,480 | 19,090 | 4.48% | 5.09% | 92 | +100,652 | 24.03% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 465,836 | 18,363 | 0.05% | 0.05% | 93 | -75,190 | -13.9% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 492,883 | 18,113 | 0.03% | 0.04% | 94 | -4,122 | -0.83% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 486,550 | 17,881 | 0.02% | 0.02% | 95 | +169,906 | 53.66% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | New | 484,350 | 17,799 | 0.02% | — | 96 | +484,350 | New | Q1 2026 | Apr 22, 2026 |
| Aberdeen Group plc | History | Reduced | 481,520 | 17,695 | 0.03% | 0.05% | 97 | -133,346 | -21.69% | Q1 2026 | Apr 29, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Reduced | 480,319 | 17,651 | 1.14% | 1.55% | 98 | -7,306 | -1.5% | Q1 2026 | Apr 29, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 472,874 | 17,378 | 0.0% | 0.01% | 99 | -130,726 | -21.66% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Reduced | 472,124 | 17,351 | 0.02% | 0.16% | 100 | -2,063,222 | -81.38% | Q1 2026 | Apr 16, 2026 |
| CANTOR FITZGERALD, L. P. | History | Reduced | 461,574 | 16,962 | 0.25% | 0.91% | 101 | -714,653 | -60.76% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Added to | 455,243 | 16,730 | 0.62% | 0.0% | 102 | +453,243 | 22662.15% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 451,021 | 16,575 | 0.01% | 0.01% | 103 | +57,708 | 14.67% | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 450,464 | 16,546 | 0.02% | 0.01% | 104 | +360,735 | 402.03% | Q1 2026 | May 13, 2026 |
| Private Advisory Group LLC | History | Added to | 450,155 | 16,543 | 1.09% | 0.93% | 105 | +217,141 | 93.19% | Q1 2026 | May 08, 2026 |
| Quinn Opportunity Partners LLC | History | Added to | 447,600 | 16,449 | 0.86% | 0.71% | 106 | +118,600 | 36.05% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 433,278 | 15,922 | 0.09% | 0.1% | 107 | +78,324 | 22.07% | Q1 2026 | May 14, 2026 |
| JIA INVESTMENT ALLIANCE PTE. LTD. | History | No change | 426,700 | 15,681 | 1.64% | 2.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 432,770 | 15,599 | 0.01% | 0.0% | 109 | +280,911 | 184.98% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 423,561 | 15,565 | 0.01% | 0.01% | 110 | -45,308 | -9.66% | Q1 2026 | May 08, 2026 |
| CORDA Investment Management, LLC. | History | New | 416,924 | 15,321 | 1.06% | — | 111 | +416,924 | New | Q1 2026 | May 04, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Added to | 411,670 | 15,129 | 0.46% | 0.01% | 112 | +405,600 | 6682.04% | Q1 2026 | Apr 23, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 418,675 | 14,806 | 0.87% | 1.1% | 113 | +15,042 | 3.73% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | New | 400,384 | 14,714 | 0.03% | — | 114 | +400,384 | New | Q1 2026 | May 13, 2026 |
| Ikarian Capital, LLC | History | New | 400,000 | 14,700 | 1.19% | — | 115 | +400,000 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 397,760 | 14,618 | 0.04% | 0.04% | 116 | +65,757 | 19.81% | Q1 2026 | Apr 22, 2026 |
| Cetera Investment Advisers | History | Added to | 396,557 | 14,573 | 0.02% | 0.02% | 117 | +109,986 | 38.38% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 392,803 | 14,435 | 0.01% | 0.03% | 118 | -624,359 | -61.38% | Q1 2026 | May 14, 2026 |
| J. Goldman & Co LP | History | Added to | 391,335 | 14,381 | 0.42% | 0.37% | 119 | +111,436 | 39.81% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 385,620 | 14,171 | 0.36% | 0.26% | 120 | +191,868 | 99.03% | Q1 2026 | Apr 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 381,264 | 14,011 | 0.0% | 0.0% | 121 | -20,734 | -5.16% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 381,226 | 14,010 | 0.06% | 0.07% | 122 | +61,064 | 19.07% | Q1 2026 | May 13, 2026 |
| CIM, LLC | History | Added to | 374,917 | 13,778 | 1.99% | 1.44% | 123 | +158,832 | 73.5% | Q1 2026 | May 18, 2026 |
| DV EQUITIES, LLC | History | No change | 269,526 | 13,713 | 2.46% | 2.46% | 124 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Engineers Gate Manager LP | History | Added to | 364,111 | 13,381 | 0.17% | 0.01% | 125 | +355,643 | 4199.85% | Q1 2026 | May 15, 2026 |
| Foresight Global Investors, Inc. | History | Added to | 355,574 | 13,067 | 8.48% | 7.91% | 126 | +25,323 | 7.67% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 351,692 | 12,924 | 0.02% | 0.03% | 127 | +33,006 | 10.36% | Q1 2026 | May 15, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 349,118 | 12,830 | 0.1% | — | 128 | +349,118 | New | Q1 2026 | May 12, 2026 |
| Cygnus Capital Advisors, LLC | History | New | 54,800 | 12,653 | 8.65% | — | 129 | +54,800 | New | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 342,477 | 12,587 | 0.02% | 0.02% | 130 | +43,148 | 14.41% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 340,709 | 12,527 | 0.01% | 0.05% | 131 | -503,525 | -59.64% | Q1 2026 | May 14, 2026 |
| Caption Management, LLC | History | Reduced | 335,600 | 12,333 | 0.07% | 0.42% | 132 | -879,571 | -72.38% | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | New | 333,293 | 12,248 | 0.57% | — | 133 | +333,293 | New | Q1 2026 | May 12, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 239,760 | 12,198 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 331,601 | 12,186 | 0.15% | 0.2% | 135 | -10,881 | -3.18% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 330,742 | 12,144 | 0.01% | 0.02% | 136 | +8,509 | 2.64% | Q1 2026 | May 13, 2026 |
| Simplify Asset Management Inc. | History | New | 327,357 | 12,030 | 0.18% | — | 137 | +327,357 | New | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 325,687 | 11,991 | 0.05% | 0.07% | 138 | -19,366 | -5.61% | Q1 2026 | May 11, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Added to | 324,741 | 11,934 | 0.41% | 0.54% | 139 | +5,680 | 1.78% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 320,799 | 11,789 | 0.02% | 0.15% | 140 | -1,606,733 | -83.36% | Q1 2026 | May 14, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 319,046 | 11,724 | 0.13% | 0.09% | 141 | +151,624 | 90.56% | Q1 2026 | May 05, 2026 |
| Penbrook Management LLC | History | Reduced | 316,200 | 11,620 | 8.8% | 11.1% | 142 | -200 | -0.06% | Q1 2026 | Apr 21, 2026 |
| Prospera Financial Services Inc | History | Reduced | 315,270 | 11,586 | 0.19% | 0.37% | 143 | -126,588 | -28.65% | Q1 2026 | Apr 14, 2026 |
| Clear Street Group Inc. | History | Reduced | 297,061 | 10,916 | 0.04% | 0.11% | 144 | -283,765 | -48.86% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Added to | 292,377 | 10,744 | 0.18% | 0.07% | 145 | +210,000 | 254.93% | Q1 2026 | Apr 07, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 290,222 | 10,665 | 0.04% | 0.05% | 146 | -4,929 | -1.67% | Q1 2026 | May 08, 2026 |
| QV Investors Inc. | History | Added to | 287,598 | 10,569 | 0.86% | 0.87% | 147 | +79,330 | 38.09% | Q1 2026 | Apr 22, 2026 |
| Limestone Investment Advisors LP | History | Added to | 284,010 | 10,437 | 0.84% | 0.76% | 148 | +128,533 | 82.67% | Q1 2026 | May 15, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Added to | 272,379 | 10,009 | 2.0% | 2.62% | 149 | +2,525 | 0.94% | Q1 2026 | Apr 28, 2026 |
| VIKING FUND MANAGEMENT LLC | History | Added to | 270,000 | 9,922 | 1.02% | 1.47% | 150 | +20,000 | 8.0% | Q1 2026 | Apr 10, 2026 |
| OAK FAMILY ADVISORS, LLC | History | Reduced | 261,745 | 9,619 | 2.71% | 3.96% | 151 | -21,483 | -7.59% | Q1 2026 | Apr 20, 2026 |
| RPG Investment Advisory, LLC | History | Added to | 260,620 | 9,577 | 1.16% | 1.32% | 152 | +31,355 | 13.68% | Q1 2026 | May 14, 2026 |
| SALT Holding Corp. | History | New | 256,134 | 9,412 | 5.69% | — | 153 | +256,134 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 251,687 | 9,249 | 0.01% | 0.01% | 154 | +27,274 | 12.15% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 250,569 | 9,208 | 0.01% | 0.02% | 155 | +19,109 | 8.26% | Q1 2026 | Apr 27, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 241,278 | 8,866 | 0.15% | 0.04% | 156 | +190,493 | 375.1% | Q1 2026 | Apr 21, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 239,948 | 8,818 | 0.05% | 0.06% | 157 | +29,581 | 14.06% | Q1 2026 | May 05, 2026 |
| Knuff & Co LLC | History | Added to | 235,229 | 8,644 | 2.6% | 2.58% | 158 | +63,479 | 36.96% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 235,066 | 8,638 | 0.01% | 0.01% | 159 | +51,865 | 28.31% | Q1 2026 | May 05, 2026 |
| Contrarius Group Holdings Ltd | History | Reduced | 226,951 | 8,340 | 0.47% | 2.3% | 160 | -703,416 | -75.61% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 225,788 | 8,297 | 0.02% | 0.02% | 161 | -11,608 | -4.89% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 225,210 | 8,276 | 0.1% | 0.17% | 162 | -9,632 | -4.1% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 218,589 | 8,033 | 0.02% | 0.02% | 163 | +80,863 | 58.71% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Reduced | 217,890 | 8,007 | 0.03% | 0.05% | 164 | -1,039 | -0.47% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 208,837 | 7,722 | 0.02% | 0.01% | 165 | +24,667 | 13.39% | Q1 2026 | Apr 08, 2026 |
| JLB & ASSOCIATES INC | History | Reduced | 209,507 | 7,699 | 1.11% | 1.45% | 166 | -1,815 | -0.86% | Q1 2026 | May 04, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 208,855 | 7,675 | 0.25% | 0.16% | 167 | +114,729 | 121.89% | Q1 2026 | May 14, 2026 |
| DILLON & ASSOCIATES INC | History | Reduced | 206,349 | 7,635 | 1.05% | 1.98% | 168 | -94,849 | -31.49% | Q1 2026 | May 07, 2026 |
| PFM Health Sciences, LP | History | New | 197,181 | 7,246 | 0.66% | — | 169 | +197,181 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 196,074 | 7,205 | 0.04% | 0.05% | 170 | +2,017 | 1.04% | Q1 2026 | May 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | Reduced | 194,428 | 7,145 | 1.31% | 1.74% | 171 | -5,513 | -2.76% | Q1 2026 | May 12, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | New | 191,736 | 7,046 | 1.09% | — | 172 | +191,736 | New | Q1 2026 | May 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 187,246 | 6,881 | 0.01% | 0.01% | 173 | +50,039 | 36.47% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 183,834 | 6,755 | 0.05% | 0.07% | 174 | +12,166 | 7.09% | Q1 2026 | Apr 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 181,129 | 6,656 | 0.0% | 0.0% | 175 | +39,719 | 28.09% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Reduced | 178,029 | 6,542 | 0.13% | 0.23% | 176 | -67,020 | -27.35% | Q1 2026 | May 01, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 177,423 | 6,520 | 1.02% | 1.12% | 177 | +39,825 | 28.94% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 177,065 | 6,464 | 0.0% | 0.01% | 178 | +36,322 | 25.81% | Q1 2026 | May 14, 2026 |
| Affinity Asset Advisors, LLC | History | New | 175,000 | 6,431 | 0.33% | — | 179 | +175,000 | New | Q1 2026 | May 14, 2026 |
| Altrafin AG | History | Reduced | 174,413 | 6,409 | 2.21% | 2.83% | 180 | -770 | -0.44% | Q1 2026 | Apr 14, 2026 |
| FOUNDATION RESOURCE MANAGEMENT INC | History | Added to | 174,126 | 6,399 | 0.72% | 1.15% | 181 | +5,312 | 3.15% | Q1 2026 | Apr 21, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 173,167 | 6,363 | 0.09% | 0.11% | 182 | +6,235 | 3.74% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 172,806 | 6,350 | 0.01% | 0.01% | 183 | -5,209 | -2.93% | Q1 2026 | May 08, 2026 |
| Longitude (Cayman) Ltd. | History | Reduced | 170,900 | 6,280 | 2.57% | 9.12% | 184 | -243,900 | -58.8% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 165,981 | 6,099 | 0.12% | 0.04% | 185 | +134,095 | 420.55% | Q1 2026 | Apr 27, 2026 |
| Alpine Fox Capital LLC | History | Added to | 165,000 | 6,063 | 3.94% | 4.03% | 186 | +15,000 | 10.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 164,361 | 6,040 | 0.02% | 0.03% | 187 | +17,511 | 11.92% | Q1 2026 | Apr 30, 2026 |
| Eldred Rock Partners, LLC | History | Reduced | 163,850 | 6,021 | 1.53% | 2.18% | 188 | -1,440 | -0.87% | Q1 2026 | Apr 08, 2026 |
| Birch Capital Management, LLC | History | Added to | 162,142 | 5,958 | 3.12% | 4.02% | 189 | +3,594 | 2.27% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 160,654 | 5,904 | 0.02% | 0.02% | 190 | -28,356 | -15.0% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Added to | 159,507 | 5,861 | 0.07% | 0.09% | 191 | +6,778 | 4.44% | Q1 2026 | May 05, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 145,602 | 5,859 | 0.19% | 0.26% | 192 | -21,732 | -12.99% | Q1 2026 | May 11, 2026 |
| Claret Asset Management Corp | History | Added to | 157,347 | 5,782 | 0.69% | 0.9% | 193 | +4,737 | 3.1% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 156,945 | 5,767 | 0.06% | 0.09% | 194 | +28,548 | 22.23% | Q1 2026 | May 15, 2026 |
| Capital International, Inc./CA/ | History | Added to | 155,415 | 5,711 | 0.04% | 0.04% | 195 | +67,480 | 76.74% | Q1 2026 | May 13, 2026 |
| M. Kulyk & Associates, LLC | History | Added to | 152,311 | 5,597 | 1.04% | 1.48% | 196 | +71 | 0.05% | Q1 2026 | May 06, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | Reduced | 151,689 | 5,574 | 0.23% | 0.33% | 197 | -9,072 | -5.64% | Q1 2026 | Apr 14, 2026 |
| 683 Capital Management, LLC | History | Reduced | 150,000 | 5,512 | 0.29% | 0.83% | 198 | -224,200 | -59.91% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 149,847 | 5,506 | 0.01% | 0.01% | 199 | -14,643 | -8.9% | Q1 2026 | May 15, 2026 |
| ARS Investment Partners, LLC | History | Reduced | 149,056 | 5,477 | 0.28% | 0.5% | 200 | -19,504 | -11.57% | Q1 2026 | Apr 16, 2026 |
| Boston Partners | History | Reduced | 145,020 | 5,330 | 0.01% | 0.29% | 201 | -5,231,804 | -97.3% | Q1 2026 | May 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 144,820 | 5,322 | 0.07% | 0.02% | 202 | +124,777 | 622.55% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 143,005 | 5,252 | 0.01% | 0.01% | 203 | +23,442 | 19.61% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 142,431 | 5,234 | 0.05% | 0.06% | 204 | +32,145 | 29.15% | Q1 2026 | Apr 27, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 142,246 | 5,228 | 0.01% | 0.02% | 205 | -4,615 | -3.14% | Q1 2026 | Apr 30, 2026 |
| AVAII WEALTH MANAGEMENT, LLC | History | Added to | 136,348 | 5,010 | 1.75% | 0.25% | 206 | +122,911 | 914.72% | Q1 2026 | Apr 21, 2026 |
| Banco Santander, S.A. | History | Added to | 134,137 | 4,929 | 0.04% | 0.03% | 207 | +43,573 | 48.11% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 131,387 | 4,828 | 0.02% | 0.04% | 208 | -29,374 | -18.27% | Q1 2026 | May 26, 2026 |
| Hikari Power Ltd | History | No change | 130,300 | 4,789 | 0.42% | 0.52% | 209 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cavalier Investments, LLC | History | Added to | 125,000 | 4,593 | 0.12% | 0.22% | 210 | +39,951 | 46.97% | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 123,261 | 4,529 | 0.25% | 0.33% | 211 | +8,260 | 7.18% | Q1 2026 | Apr 30, 2026 |
| Round Hill Asset Management | History | Added to | 121,875 | 4,478 | 2.93% | 3.13% | 212 | +24,215 | 24.8% | Q1 2026 | May 14, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | Added to | 120,677 | 4,434 | 0.7% | 1.14% | 213 | +5,000 | 4.32% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 120,471 | 4,427 | 0.02% | 0.04% | 214 | -60,079 | -33.28% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Added to | 120,410 | 4,425 | 0.1% | 0.12% | 215 | +11,506 | 10.57% | Q1 2026 | May 13, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Added to | 120,379 | 4,423 | 1.33% | 1.68% | 216 | +20,001 | 19.93% | Q1 2026 | Apr 24, 2026 |
| SFMG, LLC | History | Added to | 119,774 | 4,401 | 0.3% | 0.4% | 217 | +3,757 | 3.24% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 119,596 | 4,395 | 0.0% | 0.01% | 218 | -54,812 | -31.43% | Q1 2026 | May 07, 2026 |
| &PARTNERS | History | Added to | 117,724 | 4,386 | 0.02% | 0.02% | 219 | +31,552 | 36.62% | Q1 2026 | May 15, 2026 |
| Martin Capital Partners, LLC | History | Added to | 117,180 | 4,306 | 1.6% | 2.2% | 220 | +2,189 | 1.9% | Q1 2026 | Apr 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 116,884 | 4,298 | 0.01% | — | 221 | +116,884 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 116,058 | 4,265 | 0.01% | 0.01% | 222 | +2,757 | 2.43% | Q1 2026 | May 15, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 115,043 | 4,227 | 0.14% | 0.19% | 223 | -12,055 | -9.48% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 113,321 | 4,164 | 0.0% | 0.01% | 224 | -388,518 | -77.42% | Q1 2026 | May 06, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 112,176 | 4,122 | 0.04% | 0.06% | 225 | -18,534 | -14.18% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | Reduced | 106,820 | 4,054 | 0.05% | 0.08% | 226 | -10,208 | -8.72% | Q1 2026 | May 12, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 109,092 | 4,009 | 0.09% | 0.18% | 227 | -59,053 | -35.12% | Q1 2026 | Apr 30, 2026 |
| Intesa Sanpaolo Wealth Management | History | Added to | 108,800 | 3,998 | 0.98% | 0.8% | 228 | +33,200 | 43.92% | Q1 2026 | May 15, 2026 |
| Lynch Asset Management, Inc. | History | Reduced | 108,050 | 3,970 | 1.33% | 1.73% | 229 | -300 | -0.28% | Q1 2026 | Apr 24, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 105,554 | 3,960 | 0.04% | 0.06% | 230 | -1,844 | -1.72% | Q1 2026 | Apr 13, 2026 |
| McMillan Office, Inc. | History | Reduced | 107,554 | 3,952 | 0.51% | 0.7% | 231 | -6,865 | -6.0% | Q1 2026 | Apr 23, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Added to | 105,108 | 3,862 | 0.11% | 0.12% | 232 | +5,488 | 5.51% | Q1 2026 | Apr 21, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 104,451 | 3,838 | 0.01% | 0.0% | 233 | +54,177 | 107.76% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 102,040 | 3,749 | 0.03% | 0.02% | 234 | +1,540 | 1.53% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 100,578 | 3,696 | 0.0% | 0.02% | 235 | -297,830 | -74.76% | Q1 2026 | May 11, 2026 |
| Phoenix Financial Ltd. | History | Reduced | 102,762 | 3,680 | 0.03% | 0.07% | 236 | -19,392 | -15.88% | Q1 2026 | May 11, 2026 |
| Teamwork Financial Advisors, LLC | History | Added to | 100,124 | 3,679 | 0.39% | 0.51% | 237 | +1,458 | 1.48% | Q1 2026 | Apr 09, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | Reduced | 100,000 | 3,675 | 0.12% | 2.25% | 238 | -2,560,000 | -96.24% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 99,687 | 3,663 | 0.01% | 0.01% | 239 | +6,731 | 7.24% | Q1 2026 | May 06, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 98,990 | 3,637 | 0.54% | 0.87% | 240 | -100,198 | -50.3% | Q1 2026 | Apr 24, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 98,546 | 3,621 | 0.01% | 0.0% | 241 | +88,827 | 913.95% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Reduced | 98,472 | 3,618 | 0.01% | 0.02% | 242 | -12,760 | -11.47% | Q1 2026 | May 04, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 98,290 | 3,612 | 0.37% | 0.33% | 243 | +32,644 | 49.73% | Q1 2026 | Apr 30, 2026 |
| Hara Capital LLC | History | Added to | 94,674 | 3,585 | 1.79% | 1.98% | 244 | +24,720 | 35.34% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 96,636 | 3,551 | 0.04% | 0.06% | 245 | -4,049 | -4.02% | Q1 2026 | Apr 20, 2026 |
| Creek Drive Management Group LLC | History | New | 96,000 | 3,528 | 0.8% | — | 246 | +96,000 | New | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Added to | 98,913 | 3,490 | 0.0% | 0.0% | 247 | +52,590 | 113.53% | Q1 2026 | May 13, 2026 |
| Harvest Portfolios Group Inc. | History | New | 94,889 | 3,487 | 0.06% | — | 248 | +94,889 | New | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Reduced | 93,638 | 3,441 | 0.11% | 0.23% | 249 | -3,194 | -3.3% | Q1 2026 | Apr 29, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 93,399 | 3,432 | 0.3% | 0.26% | 250 | +33,708 | 56.47% | Q1 2026 | May 07, 2026 |
| HEADINVEST, LLC | History | Reduced | 93,068 | 3,420 | 0.7% | 1.07% | 251 | -12,680 | -11.99% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 92,516 | 3,399 | 0.01% | 0.07% | 252 | -767,290 | -89.24% | Q1 2026 | May 15, 2026 |
| Rock Springs Capital Management LP | History | New | 90,000 | 3,307 | 0.19% | — | 253 | +90,000 | New | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 89,955 | 3,305 | 0.04% | 0.06% | 254 | -14,520 | -13.9% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 86,951 | 3,300 | 0.07% | 0.11% | 255 | -13,204 | -13.18% | Q1 2026 | May 15, 2026 |
| Bulltick Wealth Management, LLC | History | Reduced | 86,030 | 3,264 | 0.72% | 1.14% | 256 | -19,712 | -18.64% | Q1 2026 | Apr 27, 2026 |
| BANQUE PICTET & CIE SA | History | Added to | 86,770 | 3,188 | 0.02% | 0.03% | 257 | +122 | 0.14% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 87,055 | 3,175 | 0.03% | 0.04% | 258 | +13,954 | 19.09% | Q1 2026 | Apr 07, 2026 |
| Arkadios Wealth Advisors | History | Added to | 86,200 | 3,167 | 0.05% | 0.08% | 259 | +1,656 | 1.96% | Q1 2026 | May 18, 2026 |
| Americana Partners, LLC | History | Added to | 85,237 | 3,132 | 0.08% | 0.1% | 260 | +14,430 | 20.38% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 84,784 | 3,115 | 0.02% | 0.6% | 261 | -2,122,035 | -96.16% | Q1 2026 | Apr 15, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 84,741 | 3,114 | 0.8% | 1.15% | 262 | -1,506 | -1.75% | Q1 2026 | May 01, 2026 |
| Philip James Wealth Mangement, LLC | History | New | 84,135 | 3,091 | 0.36% | — | 263 | +84,135 | New | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | Added to | 83,615 | 3,072 | 0.04% | 0.04% | 264 | +13,849 | 19.85% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 82,814 | 3,043 | 0.09% | 0.12% | 265 | -150 | -0.18% | Q1 2026 | Apr 21, 2026 |
| Eastover Investment Advisors LLC | History | Added to | 82,082 | 3,016 | 1.29% | 1.4% | 266 | +19,629 | 31.43% | Q1 2026 | Apr 08, 2026 |
| Rathbones Group PLC | History | Added to | 81,882 | 3,009 | 0.01% | 0.01% | 267 | +8,744 | 11.96% | Q1 2026 | May 12, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Reduced | 81,564 | 2,997 | 0.67% | 0.91% | 268 | -1,141 | -1.38% | Q1 2026 | May 13, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 81,443 | 2,993 | 0.04% | 0.05% | 269 | +8,352 | 11.43% | Q1 2026 | May 15, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 58,536 | 2,981 | 1.39% | 1.39% | 270 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| Third View Private Wealth, LLC | History | Added to | 80,438 | 2,956 | 0.4% | 0.48% | 271 | +10,363 | 14.79% | Q1 2026 | Apr 15, 2026 |
| Allen Capital Group, LLC | History | No change | 57,464 | 2,923 | 0.27% | 0.27% | 272 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Nilsine Partners, LLC | History | Reduced | 70,339 | 2,897 | 0.23% | 0.32% | 273 | -3,312 | -4.5% | Q1 2026 | Apr 29, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 78,744 | 2,893 | 0.11% | 0.16% | 274 | +211 | 0.27% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | Added to | 77,940 | 2,864 | 0.04% | 0.04% | 275 | +24,555 | 46.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 77,526 | 2,849 | 0.01% | 0.05% | 276 | -97,048 | -55.59% | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Added to | 76,545 | 2,813 | 0.01% | 0.01% | 277 | +25,358 | 49.54% | Q1 2026 | May 15, 2026 |
| Tevis Investment Management | History | Added to | 74,090 | 2,812 | 1.6% | 1.49% | 278 | +29,390 | 65.75% | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 76,210 | 2,800 | 0.07% | 0.01% | 279 | +65,056 | 583.25% | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 75,618 | 2,778 | 0.04% | 0.06% | 280 | +13,075 | 20.91% | Q1 2026 | May 04, 2026 |
| Peloton Wealth Strategists | History | Added to | 74,830 | 2,750 | 1.11% | 1.21% | 281 | +13,650 | 22.31% | Q1 2026 | May 14, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 74,733 | 2,746 | 0.2% | 0.25% | 282 | +5,796 | 8.41% | Q1 2026 | Apr 13, 2026 |
| Portside Wealth Group, LLC | History | Added to | 74,273 | 2,729 | 0.37% | 0.32% | 283 | +28,036 | 60.64% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 73,502 | 2,701 | 0.03% | 0.02% | 284 | +31,911 | 76.73% | Q1 2026 | Apr 28, 2026 |
| Borer Denton & Associates, Inc. | History | Reduced | 73,287 | 2,693 | 0.96% | 1.3% | 285 | -2,245 | -2.97% | Q1 2026 | May 12, 2026 |
| Lafayette Investments, Inc. | History | Added to | 72,455 | 2,662 | 0.54% | 0.66% | 286 | +3,317 | 4.8% | Q1 2026 | Apr 27, 2026 |
| Strategic Planning, Inc. | History | Added to | 72,366 | 2,659 | 1.33% | 1.94% | 287 | +1,713 | 2.42% | Q1 2026 | May 18, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 71,457 | 2,605 | 0.01% | 0.02% | 288 | +8,011 | 12.63% | Q1 2026 | May 12, 2026 |
| Ted Buchan & Co | History | Added to | 70,833 | 2,603 | 0.95% | 0.72% | 289 | +32,294 | 83.8% | Q1 2026 | May 14, 2026 |
| Aperture Investors, LLC | History | Reduced | 70,439 | 2,588 | 0.33% | 0.58% | 290 | -28,682 | -28.94% | Q1 2026 | May 15, 2026 |
| Mengis Capital Management, Inc. | History | Added to | 70,364 | 2,585 | 0.44% | 0.6% | 291 | +3,670 | 5.5% | Q1 2026 | May 12, 2026 |
| DIADEMA PARTNERS LP | History | Added to | 70,477 | 2,575 | 0.44% | 0.47% | 292 | +17,377 | 32.73% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 69,990 | 2,572 | 0.01% | 0.03% | 293 | -61,751 | -46.87% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 70,000 | 2,572 | 0.01% | 0.02% | 294 | -17,770 | -20.25% | Q1 2026 | Apr 24, 2026 |
| Mutual Advisors, LLC | History | Added to | 69,457 | 2,552 | 0.05% | 0.05% | 295 | +20,934 | 43.14% | Q1 2026 | May 01, 2026 |
| Gunderson Capital Management LLC | History | New | 69,211 | 2,543 | 1.06% | — | 296 | +69,211 | New | Q1 2026 | Apr 22, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Reduced | 68,246 | 2,508 | 0.77% | 2.5% | 297 | -121,912 | -64.11% | Q1 2026 | May 13, 2026 |
| FFG Partners, LLC | History | New | 67,501 | 2,480 | 0.98% | — | 298 | +67,501 | New | Q1 2026 | Apr 17, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 66,908 | 2,459 | 0.04% | 0.05% | 299 | +3,662 | 5.79% | Q1 2026 | May 11, 2026 |
| Guardian Partners Inc. | History | Reduced | 65,512 | 2,414 | 0.2% | 0.28% | 300 | -9,028 | -12.11% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Reduced | 64,884 | 2,384 | 0.05% | 0.15% | 301 | -85,579 | -56.88% | Q1 2026 | May 15, 2026 |
| Auxano Advisors, LLC | History | Added to | 64,308 | 2,363 | 0.47% | 0.5% | 302 | +14,404 | 28.86% | Q1 2026 | May 01, 2026 |
| EagleClaw Capital Managment, LLC | History | Reduced | 64,200 | 2,359 | 0.33% | 0.48% | 303 | -450 | -0.7% | Q1 2026 | May 08, 2026 |
| BANK HAPOALIM BM | History | Added to | 63,995 | 2,352 | 0.36% | 0.25% | 304 | +6,425 | 11.16% | Q1 2026 | May 04, 2026 |
| WealthTrust Axiom LLC | History | Added to | 63,660 | 2,339 | 0.58% | 0.6% | 305 | +17,597 | 38.2% | Q1 2026 | May 11, 2026 |
| Atwater Malick LLC | History | Reduced | 62,369 | 2,292 | 0.62% | 0.91% | 306 | -2,517 | -3.88% | Q1 2026 | Apr 22, 2026 |
| MERIDIAN INVESTMENT COUNSEL INC. | History | Reduced | 62,192 | 2,285 | 0.54% | 0.76% | 307 | -60 | -0.1% | Q1 2026 | Apr 28, 2026 |
| Stelac Advisory Services LLC | History | New | 60,105 | 2,262 | 0.46% | — | 308 | +60,105 | New | Q1 2026 | May 08, 2026 |
| LHM, INC. | History | Reduced | 59,930 | 2,254 | 0.89% | 2.68% | 309 | -81,557 | -57.64% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 60,354 | 2,218 | 0.07% | 0.15% | 310 | -34,329 | -36.26% | Q1 2026 | May 13, 2026 |
| DKRT Investments Corp. | History | Added to | 60,000 | 2,205 | 0.56% | 0.36% | 311 | +35,000 | 140.0% | Q1 2026 | May 14, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 57,590 | 2,187 | 0.6% | 0.48% | 312 | +21,719 | 60.55% | Q1 2026 | May 12, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 59,204 | 2,175 | 0.54% | 0.74% | 313 | +109 | 0.18% | Q1 2026 | Apr 17, 2026 |
| WENDELL DAVID ASSOCIATES INC | History | Reduced | 59,058 | 2,170 | 0.24% | 0.31% | 314 | -735 | -1.23% | Q1 2026 | Apr 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 58,161 | 2,137 | 0.34% | 0.07% | 315 | +50,681 | 677.55% | Q1 2026 | May 06, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 57,905 | 2,127 | 0.02% | 0.04% | 316 | +365 | 0.63% | Q1 2026 | May 08, 2026 |
| OBSIDIAN CIO, LLC | History | New | 57,768 | 2,122 | 1.9% | — | 317 | +57,768 | New | Q1 2026 | May 11, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 57,713 | 2,120 | 0.01% | 0.02% | 318 | -2,300 | -3.83% | Q1 2026 | May 15, 2026 |
| BLKBRD Asset Management, LP | History | Reduced | 57,664 | 2,119 | 5.54% | 4.62% | 319 | -9,880 | -14.63% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 43,172 | 2,113 | 0.01% | 0.02% | 320 | -1,117 | -2.52% | Q1 2026 | May 15, 2026 |
| JCIC Asset Management Inc. | History | Added to | 56,139 | 2,063 | 0.63% | 0.54% | 321 | +21,125 | 60.33% | Q1 2026 | Apr 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 56,015 | 2,058 | 0.03% | 0.05% | 322 | -4,815 | -7.92% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 55,856 | 2,052 | 0.04% | 0.04% | 323 | +12,138 | 27.76% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 55,236 | 2,029 | 0.01% | 0.01% | 324 | +9,605 | 21.05% | Q1 2026 | May 05, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 55,023 | 2,022 | 0.02% | 0.03% | 325 | -4,591 | -7.7% | Q1 2026 | May 05, 2026 |
| Torrey Growth & Income Advisors | History | Added to | 55,783 | 2,016 | 0.84% | 0.67% | 326 | +17,890 | 47.21% | Q1 2026 | Apr 21, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 54,739 | 2,011 | 0.0% | 0.0% | 327 | -1,341 | -2.39% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 54,657 | 2,008 | 0.0% | 0.01% | 328 | -129,272 | -70.28% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 54,407 | 1,998 | 0.0% | 0.0% | 329 | +4,180 | 8.32% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 54,188 | 1,991 | 0.01% | — | 330 | +54,188 | New | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | Added to | 54,026 | 1,985 | 0.03% | 0.04% | 331 | +7,756 | 16.76% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 53,982 | 1,983 | 0.01% | 0.01% | 332 | +3,771 | 7.51% | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | Reduced | 53,807 | 1,977 | 0.03% | 0.04% | 333 | -1,745 | -3.14% | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 53,742 | 1,975 | 0.03% | 0.04% | 334 | -5,163 | -8.76% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 53,683 | 1,972 | 0.03% | 0.05% | 335 | -7,558 | -12.34% | Q1 2026 | Apr 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 53,302 | 1,959 | 0.03% | 0.05% | 336 | -13,163 | -19.8% | Q1 2026 | May 01, 2026 |
| Carolina Wealth Advisors, LLC | History | Reduced | 52,995 | 1,947 | 0.81% | 2.56% | 337 | -59,852 | -53.04% | Q1 2026 | Apr 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 52,477 | 1,928 | 0.03% | 0.05% | 338 | -6,262 | -10.66% | Q1 2026 | Apr 20, 2026 |
| RKL Wealth Management LLC | History | Reduced | 52,347 | 1,923 | 0.17% | 0.23% | 339 | -1,964 | -3.62% | Q1 2026 | Apr 24, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 51,205 | 1,907 | 0.06% | 0.01% | 340 | +41,513 | 428.32% | Q1 2026 | Apr 29, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 51,858 | 1,905 | 0.34% | 0.45% | 341 | +5,838 | 12.69% | Q1 2026 | May 08, 2026 |
| Optimist Retirement Group LLC | History | New | 51,561 | 1,894 | 0.84% | — | 342 | +51,561 | New | Q1 2026 | May 11, 2026 |
| Eukles Asset Management | History | Reduced | 50,927 | 1,871 | 0.83% | 1.05% | 343 | -2,006 | -3.79% | Q1 2026 | May 05, 2026 |
| Sterling Capital Management LLC | History | Added to | 50,599 | 1,859 | 0.04% | 0.04% | 344 | +6,827 | 15.6% | Q1 2026 | Apr 22, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 50,343 | 1,850 | 0.31% | 0.37% | 345 | +7,362 | 17.13% | Q1 2026 | May 01, 2026 |
| TORONTO DOMINION BANK | History | Added to | 50,086 | 1,840 | 0.0% | 0.0% | 346 | +4,038 | 8.77% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 49,864 | 1,832 | 0.02% | 0.02% | 347 | +15,963 | 47.09% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 49,637 | 1,824 | 0.0% | 0.0% | 348 | +41,712 | 526.33% | Q1 2026 | May 13, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 49,605 | 1,822 | 0.06% | 0.14% | 349 | -27,388 | -35.57% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 47,720 | 1,811 | 0.98% | 1.52% | 350 | -8,760 | -15.51% | Q1 2026 | Apr 23, 2026 |
| BFSG, LLC | History | Reduced | 49,179 | 1,808 | 0.17% | 0.24% | 351 | -111 | -0.23% | Q1 2026 | Apr 28, 2026 |
| Henry James International Management Inc. | History | Reduced | 49,156 | 1,806 | 0.65% | 0.79% | 352 | -45 | -0.09% | Q1 2026 | Apr 10, 2026 |
| Vise Technologies, Inc. | History | No change | 35,214 | 1,791 | 0.04% | 0.04% | 353 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cardinal Capital Management | History | Added to | 46,693 | 1,772 | 0.23% | 0.31% | 354 | +1,383 | 3.05% | Q1 2026 | Apr 08, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 47,880 | 1,759 | 0.02% | 0.05% | 355 | -22,611 | -32.08% | Q1 2026 | Apr 21, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 39,312 | 1,745 | 0.02% | 0.03% | 356 | -1,599 | -3.91% | Q1 2026 | May 06, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 46,960 | 1,725 | 0.03% | 0.03% | 357 | +272 | 0.58% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 46,923 | 1,724 | 0.0% | 0.0% | 358 | +14,002 | 42.53% | Q1 2026 | May 11, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 47,732 | 1,722 | 0.09% | 0.08% | 359 | +26,257 | 122.27% | Q1 2026 | Apr 15, 2026 |
| KENNEDY INVESTMENT GROUP, INC. | History | Added to | 46,776 | 1,719 | 0.67% | 0.38% | 360 | +27,104 | 137.78% | Q1 2026 | Apr 22, 2026 |
| Cox Capital Mgt LLC | History | Added to | 46,754 | 1,718 | 1.14% | 1.0% | 361 | +19,854 | 73.81% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 33,703 | 1,714 | 0.03% | 0.03% | 362 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 46,510 | 1,709 | 0.01% | 0.0% | 363 | +37,143 | 396.53% | Q1 2026 | May 15, 2026 |
| MATTERN CAPITAL MANAGEMENT, LLC | History | Added to | 46,324 | 1,702 | 0.2% | 0.18% | 364 | +16,524 | 55.45% | Q1 2026 | May 04, 2026 |
| SENTINEL TRUST CO LBA | History | No change | 46,238 | 1,699 | 0.17% | 0.23% | 365 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 46,071 | 1,693 | 0.03% | 0.03% | 367 | +11,816 | 34.49% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 46,089 | 1,693 | 0.0% | 0.0% | 366 | -2,286 | -4.73% | Q1 2026 | May 14, 2026 |
| ADAR1 Capital Management, LLC | History | New | 46,000 | 1,690 | 0.1% | — | 368 | +46,000 | New | Q1 2026 | May 15, 2026 |
| Aurora Investment Counsel | History | Added to | 45,881 | 1,686 | 0.94% | 1.19% | 369 | +1,496 | 3.37% | Q1 2026 | May 06, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 45,550 | 1,673 | 0.19% | 0.29% | 370 | -1,800 | -3.8% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 43,886 | 1,668 | 0.04% | 0.2% | 371 | -130,740 | -74.87% | Q1 2026 | May 14, 2026 |
| Sawyer & Company, Inc | History | Reduced | 45,062 | 1,656 | 0.64% | 0.86% | 372 | -2,511 | -5.28% | Q1 2026 | Apr 23, 2026 |
| Wilson & Boucher Capital Management, LLC | History | Reduced | 44,828 | 1,647 | 1.09% | 1.6% | 373 | -3,210 | -6.68% | Q1 2026 | May 18, 2026 |
| ICW Investment Advisors LLC | History | Added to | 44,741 | 1,644 | 0.59% | 0.82% | 374 | +401 | 0.9% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 44,709 | 1,643 | 0.01% | 0.03% | 375 | -42,515 | -48.74% | Q1 2026 | May 13, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 44,733 | 1,643 | 0.88% | 1.33% | 376 | -5,450 | -10.86% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 44,633 | 1,640 | 0.01% | 0.01% | 377 | +1,937 | 4.54% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | Added to | 44,173 | 1,623 | 0.03% | 0.04% | 378 | +6,185 | 16.28% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | Added to | 44,034 | 1,618 | 0.01% | 0.02% | 379 | +995 | 2.31% | Q1 2026 | Apr 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 44,012 | 1,617 | 0.0% | 0.01% | 380 | -2,258 | -4.88% | Q1 2026 | May 08, 2026 |
| Ipswich Investment Management Co., Inc. | History | Reduced | 43,541 | 1,600 | 0.38% | 0.87% | 381 | -30,357 | -41.08% | Q1 2026 | Apr 10, 2026 |
| AE Wealth Management LLC | History | Added to | 43,352 | 1,593 | 0.01% | 0.0% | 382 | +29,605 | 215.36% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 43,342 | 1,592 | 0.02% | 0.03% | 383 | +645 | 1.51% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Reduced | 41,837 | 1,587 | 0.04% | 0.05% | 384 | -2,260 | -5.13% | Q1 2026 | May 11, 2026 |
| NORDEN GROUP LLC | History | Added to | 42,652 | 1,567 | 0.15% | 0.11% | 386 | +19,651 | 85.44% | Q1 2026 | Apr 15, 2026 |
| Manhattan West Asset Management, LLC | History | Added to | 42,665 | 1,567 | 0.31% | 0.33% | 385 | +10,854 | 34.12% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 42,248 | 1,553 | 0.01% | 0.02% | 387 | -3,087 | -6.81% | Q1 2026 | Apr 07, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | History | Added to | 42,257 | 1,552 | 0.51% | 0.61% | 388 | +5,320 | 14.4% | Q1 2026 | Apr 02, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 40,693 | 1,545 | 0.04% | 0.08% | 389 | -19,862 | -32.8% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 42,003 | 1,543 | 0.02% | 0.02% | 390 | +11,661 | 38.43% | Q1 2026 | Apr 20, 2026 |
| Burkett Asset Management Ltd | History | Added to | 41,995 | 1,543 | 1.52% | 1.84% | 391 | +6,160 | 17.19% | Q1 2026 | May 05, 2026 |
| Destination Wealth Management | History | Added to | 41,068 | 1,509 | 0.04% | 0.05% | 392 | +885 | 2.2% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 41,046 | 1,508 | 0.07% | 0.08% | 393 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 40,353 | 1,482 | 0.17% | 0.22% | 394 | -15,009 | -27.11% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Reduced | 40,126 | 1,474 | 0.07% | 0.11% | 395 | -6,887 | -14.65% | Q1 2026 | May 05, 2026 |
| Greenline Partners, LLC | History | No change | 39,476 | 1,450 | 0.16% | 0.23% | 396 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 40,097 | 1,445 | 0.04% | 0.08% | 397 | -19,347 | -32.55% | Q1 2026 | Apr 28, 2026 |
| Gibbs Wealth Management | History | Added to | 39,273 | 1,443 | 0.19% | 0.26% | 398 | +21,065 | 115.69% | Q1 2026 | May 13, 2026 |
| Nicollet Investment Management, Inc. | History | Added to | 39,205 | 1,441 | 0.49% | 0.33% | 399 | +18,633 | 90.57% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 38,838 | 1,427 | 0.0% | 0.01% | 400 | -3,322 | -7.88% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 38,849 | 1,427 | 0.02% | 0.03% | 401 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 38,244 | 1,405 | 0.07% | 0.09% | 402 | -1,503 | -3.78% | Q1 2026 | May 18, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 38,209 | 1,393 | 0.0% | 0.0% | 403 | +7,465 | 24.28% | Q1 2026 | May 05, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 36,975 | 1,358 | 0.1% | 0.16% | 404 | -5,125 | -12.17% | Q1 2026 | Apr 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 36,940 | 1,357 | 0.0% | 0.0% | 405 | +2,000 | 5.72% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Reduced | 36,912 | 1,356 | 0.01% | 0.02% | 406 | -4,751 | -11.4% | Q1 2026 | May 14, 2026 |
| PATTEN & PATTEN INC/TN | History | Reduced | 36,815 | 1,352 | 0.08% | 0.11% | 407 | -738 | -1.97% | Q1 2026 | May 01, 2026 |
| Ballentine Partners, LLC | History | Added to | 36,786 | 1,351 | 0.02% | 0.02% | 408 | +8,894 | 31.89% | Q1 2026 | May 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Reduced | 36,659 | 1,347 | 0.01% | 0.02% | 409 | -51 | -0.14% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 36,595 | 1,344 | 0.01% | 0.01% | 410 | +22,443 | 158.59% | Q1 2026 | May 06, 2026 |
| ROBERTS GLORE & CO INC /IL/ | History | Added to | 36,518 | 1,342 | 0.37% | 0.35% | 411 | +10,370 | 39.66% | Q1 2026 | May 04, 2026 |
| Evelyn Partners Asset Management Ltd | History | Reduced | 36,443 | 1,339 | 0.33% | 1.42% | 412 | -82,136 | -69.27% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 36,324 | 1,334 | 0.01% | 0.01% | 413 | +285 | 0.79% | Q1 2026 | May 15, 2026 |
| Brooklands Fund Management Ltd | History | Reduced | 35,445 | 1,334 | 1.5% | 0.99% | 414 | -25 | -0.07% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 36,257 | 1,332 | 0.04% | 0.05% | 415 | +5,631 | 18.39% | Q1 2026 | Apr 27, 2026 |
| Harbour Trust & Investment Management Co | History | Reduced | 36,155 | 1,328 | 0.14% | 0.21% | 416 | -3,541 | -8.92% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 35,838 | 1,317 | 0.01% | 0.01% | 418 | -3,570 | -9.06% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF VERMONT | History | No change | 25,899 | 1,317 | 0.05% | 0.05% | 417 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Reduced | 35,726 | 1,312 | 0.46% | 0.96% | 419 | -22,701 | -38.85% | Q1 2026 | Apr 21, 2026 |
| Taproot Management LP | History | New | 35,558 | 1,306 | 0.25% | — | 420 | +35,558 | New | Q1 2026 | May 13, 2026 |
| Sepio Capital, LP | History | Added to | 35,426 | 1,301 | 0.07% | 0.09% | 421 | +2,918 | 8.98% | Q1 2026 | May 13, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 35,352 | 1,299 | 0.06% | 0.08% | 422 | +1,979 | 5.93% | Q1 2026 | Apr 21, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 25,451 | 1,294 | 0.93% | 0.93% | 423 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Naviter Wealth, LLC | History | Added to | 34,012 | 1,291 | 0.16% | 0.21% | 424 | +1,881 | 5.85% | Q1 2026 | Apr 10, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 35,120 | 1,290 | 0.01% | 0.01% | 425 | +2,835 | 8.78% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 35,073 | 1,288 | 0.01% | 0.01% | 427 | +4,190 | 13.57% | Q1 2026 | May 14, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Reduced | 35,040 | 1,288 | 0.09% | 0.12% | 426 | -2,080 | -5.6% | Q1 2026 | May 13, 2026 |
| Marshall Financial Group, LLC | History | Added to | 34,961 | 1,284 | 0.21% | 0.31% | 428 | +3,272 | 10.33% | Q1 2026 | Apr 10, 2026 |
| Roundview Capital LLC | History | Reduced | 34,871 | 1,281 | 0.08% | 0.11% | 429 | -1,533 | -4.21% | Q1 2026 | May 08, 2026 |
| Independent Advisor Alliance | History | Reduced | 34,808 | 1,279 | 0.01% | 0.05% | 430 | -3,981 | -10.26% | Q1 2026 | May 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 34,795 | 1,278 | 0.03% | 0.05% | 432 | +1,468 | 4.4% | Q1 2026 | May 11, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 34,793 | 1,278 | 0.29% | 0.34% | 431 | +945 | 2.79% | Q1 2026 | Apr 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 34,209 | 1,257 | 0.01% | 0.02% | 433 | -295 | -0.85% | Q1 2026 | Apr 27, 2026 |
| Fortis Group Advisors, LLC | History | Reduced | 29,703 | 1,254 | 0.21% | 0.75% | 434 | -45,501 | -60.5% | Q1 2026 | May 08, 2026 |
| A. D. Beadell Investment Counsel, Inc. | History | Reduced | 33,838 | 1,243 | 0.79% | 1.18% | 435 | -1,995 | -5.57% | Q1 2026 | Apr 17, 2026 |
| Global X Japan Co., Ltd. | History | Added to | 33,802 | 1,242 | 0.06% | 0.12% | 436 | +2,909 | 9.42% | Q1 2026 | Apr 13, 2026 |
| BENEDICT FINANCIAL ADVISORS INC | History | Reduced | 33,489 | 1,230 | 0.26% | 0.38% | 437 | -2,038 | -5.74% | Q1 2026 | Apr 20, 2026 |
| GARRISON POINT ADVISORS, LLC | History | Reduced | 33,268 | 1,222 | 0.56% | 0.82% | 438 | -3,000 | -8.27% | Q1 2026 | May 12, 2026 |
| Convergence Financial, LLC | History | Added to | 32,878 | 1,208 | 0.13% | 0.12% | 439 | +17,332 | 111.49% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 32,788 | 1,204 | 0.01% | 0.01% | 441 | -17,202 | -34.41% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 33,421 | 1,204 | 0.01% | 0.01% | 440 | -2,115 | -5.95% | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 32,637 | 1,199 | 0.02% | 0.03% | 442 | -628 | -1.89% | Q1 2026 | May 13, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 32,618 | 1,198 | 0.07% | 0.09% | 443 | -1,751 | -5.09% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 32,014 | 1,176 | 0.03% | — | 444 | +32,014 | New | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | Added to | 31,948 | 1,174 | 0.19% | 0.27% | 445 | +567 | 1.81% | Q1 2026 | Apr 28, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 31,824 | 1,169 | 0.39% | 0.34% | 446 | +11,458 | 56.26% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 31,478 | 1,156 | 0.03% | 0.03% | 447 | +5,979 | 23.45% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 31,262 | 1,148 | 0.0% | 0.01% | 448 | -45,057 | -59.04% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Added to | 31,247 | 1,148 | 0.04% | 0.03% | 449 | +15,651 | 100.35% | Q1 2026 | May 14, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Reduced | 31,185 | 1,146 | 0.67% | 1.03% | 450 | -341 | -1.08% | Q1 2026 | Apr 30, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 30,900 | 1,135 | 0.04% | 0.05% | 451 | +2,950 | 10.55% | Q1 2026 | May 06, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 30,581 | 1,123 | 0.09% | 0.07% | 452 | +14,443 | 89.5% | Q1 2026 | Apr 22, 2026 |
| Harrington Investments, INC | History | Added to | 30,319 | 1,114 | 0.59% | 0.69% | 453 | +3,400 | 12.63% | Q1 2026 | Apr 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 30,120 | 1,106 | 0.0% | 0.0% | 454 | +7,311 | 32.05% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 29,481 | 1,083 | 0.02% | 0.06% | 456 | -37,727 | -56.13% | Q1 2026 | Apr 10, 2026 |
| Clean Yield Group | History | Reduced | 29,478 | 1,083 | 0.3% | 0.43% | 455 | -663 | -2.2% | Q1 2026 | Apr 14, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 29,164 | 1,072 | 0.04% | 0.04% | 457 | +7,209 | 32.84% | Q1 2026 | Apr 20, 2026 |
| GRACE & WHITE INC /NY | History | No change | 29,000 | 1,065 | 0.19% | 0.26% | 458 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 28,892 | 1,062 | 0.04% | 0.06% | 459 | -586 | -1.99% | Q1 2026 | May 13, 2026 |
| Private Wealth Partners, LLC | History | Added to | 28,835 | 1,059 | 0.08% | 0.09% | 460 | +3,885 | 15.57% | Q1 2026 | Apr 28, 2026 |
| SAX WEALTH ADVISORS, LLC | History | Reduced | 20,751 | 1,055 | 0.05% | 0.05% | 461 | -1,000 | -4.6% | Q1 2026 | Apr 08, 2026 |
| Cravens & Co Advisors, LLC | History | Added to | 28,674 | 1,053 | 0.68% | 0.35% | 462 | +19,588 | 215.58% | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 28,636 | 1,052 | 0.06% | 0.06% | 463 | +6,298 | 28.19% | Q1 2026 | Apr 21, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 28,640 | 1,052 | 0.04% | 0.05% | 464 | +3,107 | 12.17% | Q1 2026 | May 14, 2026 |
| Bayesian Capital Management, LP | History | New | 28,600 | 1,051 | 1.28% | — | 465 | +28,600 | New | Q1 2026 | May 15, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | Reduced | 28,592 | 1,050 | 0.46% | 1.44% | 466 | -34,167 | -54.44% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 27,574 | 1,046 | 0.0% | 0.04% | 467 | -203,129 | -88.05% | Q1 2026 | May 13, 2026 |
| Rakuten Securities, Inc. | History | Added to | 28,428 | 1,044 | 0.43% | 0.2% | 468 | +16,176 | 132.03% | Q1 2026 | May 01, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 28,354 | 1,042 | 0.55% | 0.79% | 469 | -834 | -2.86% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 28,275 | 1,039 | 0.01% | — | 470 | +28,275 | New | Q1 2026 | May 13, 2026 |
| FLOW TRADERS U.S. LLC | History | Reduced | 28,210 | 1,037 | 0.03% | 0.05% | 471 | -3,986 | -12.38% | Q1 2026 | May 15, 2026 |
| BURNEY CO/ | History | Added to | 28,085 | 1,032 | 0.03% | 0.04% | 472 | +1,075 | 3.98% | Q1 2026 | Apr 29, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 27,971 | 1,027 | 0.0% | 0.02% | 473 | -157,000 | -84.88% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 27,466 | 1,009 | 0.0% | 0.02% | 474 | -476,069 | -94.55% | Q1 2026 | May 13, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Reduced | 27,438 | 1,008 | 0.06% | 0.11% | 475 | -7,626 | -21.75% | Q1 2026 | May 05, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 27,417 | 1,007 | 0.12% | 0.44% | 476 | -36,346 | -57.0% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 27,386 | 1,006 | 0.01% | 0.01% | 477 | -2,573 | -8.59% | Q1 2026 | Apr 27, 2026 |
| Aureus Asset Management, LLC | History | Reduced | 27,220 | 1,000 | 0.07% | 0.09% | 478 | -2,084 | -7.11% | Q1 2026 | May 13, 2026 |
| Avidian Wealth Enterprises, LLC | History | Added to | 26,926 | 989 | 0.03% | 0.02% | 479 | +13,585 | 101.83% | Q1 2026 | May 07, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 26,886 | 988 | 0.05% | 0.07% | 480 | -2,130 | -7.34% | Q1 2026 | May 07, 2026 |
| Choate Investment Advisors | History | Reduced | 26,725 | 982 | 0.02% | 0.04% | 481 | -9,496 | -26.22% | Q1 2026 | May 13, 2026 |
| GeoWealth Management, LLC | History | Added to | 26,536 | 975 | 0.04% | 0.04% | 482 | +3,562 | 15.5% | Q1 2026 | May 13, 2026 |
| First Growth Capital LLC | History | Added to | 26,686 | 973 | 0.88% | 1.02% | 483 | +3,101 | 13.15% | Q1 2026 | May 04, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Added to | 26,446 | 971 | 0.21% | 0.28% | 484 | +1,168 | 4.62% | Q1 2026 | May 12, 2026 |
| Qtron Investments LLC | History | No change | 26,006 | 955 | 0.13% | 0.17% | 485 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IHT Wealth Management, LLC | History | Added to | 25,867 | 950 | 0.02% | 0.03% | 486 | +3,288 | 14.56% | Q1 2026 | May 15, 2026 |
| Capstone Capital Management Ltd | History | New | 25,434 | 934 | 0.94% | — | 487 | +25,434 | New | Q1 2026 | Apr 30, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | Reduced | 25,305 | 929 | 0.08% | 1.06% | 488 | -237,478 | -90.37% | Q1 2026 | May 05, 2026 |
| Stablepoint Partners, LLC | History | Added to | 25,250 | 927 | 0.14% | 0.16% | 489 | +4,699 | 22.87% | Q1 2026 | Apr 30, 2026 |
| Performance Wealth Partners, LLC | History | Reduced | 25,090 | 922 | 0.03% | 0.04% | 490 | -319 | -1.26% | Q1 2026 | Apr 10, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 24,245 | 919 | 0.07% | 0.12% | 491 | -8,427 | -25.79% | Q1 2026 | Apr 20, 2026 |
| Intellectus Partners, LLC | History | Added to | 24,189 | 917 | 0.19% | 0.22% | 492 | +2,281 | 10.41% | Q1 2026 | Apr 10, 2026 |
| Bangor Savings Bank | History | Reduced | 24,917 | 915 | 0.07% | 0.1% | 493 | -599 | -2.35% | Q1 2026 | Apr 01, 2026 |
| Ridgewood Investments LLC | History | New | 24,649 | 905 | 0.37% | — | 495 | +24,649 | New | Q1 2026 | Apr 03, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 24,651 | 905 | 0.03% | 0.04% | 494 | -273 | -1.1% | Q1 2026 | May 13, 2026 |
| Grey Ledge Advisors, LLC | History | Reduced | 24,599 | 904 | 0.2% | 0.29% | 496 | -345 | -1.38% | Q1 2026 | Apr 20, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 24,425 | 897 | 0.01% | 0.02% | 497 | -5,521 | -18.44% | Q1 2026 | Apr 28, 2026 |
| CAPITAL ADVISORS INC/OK | History | Added to | 24,379 | 895 | 0.01% | 0.02% | 498 | +4,068 | 20.03% | Q1 2026 | Apr 27, 2026 |
| Heartwood Wealth Advisors LLC | History | New | 24,337 | 894 | 0.08% | — | 500 | +24,337 | New | Q1 2026 | Apr 07, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 24,333 | 894 | 0.01% | 0.01% | 499 | +9,111 | 59.85% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 24,240 | 890 | 0.02% | 0.03% | 501 | -2,677 | -9.95% | Q1 2026 | Apr 13, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Added to | 23,960 | 880 | 0.33% | 0.31% | 502 | +8,627 | 56.26% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,784 | 874 | 0.01% | 0.01% | 503 | +17,280 | 265.68% | Q1 2026 | May 15, 2026 |
| Rossmore Private Capital | History | Reduced | 23,000 | 873 | 0.08% | 0.11% | 504 | -700 | -2.95% | Q1 2026 | May 01, 2026 |
| Hikari Tsushin, Inc. | History | No change | 23,512 | 864 | 0.06% | 0.08% | 505 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Trivant Custom Portfolio Group, LLC | History | Reduced | 23,445 | 861 | 0.47% | 0.72% | 506 | -1,159 | -4.71% | Q1 2026 | May 14, 2026 |
| MSH Capital Advisors LLC | History | Added to | 23,422 | 860 | 0.18% | 0.18% | 507 | +7,272 | 45.03% | Q1 2026 | May 08, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 22,619 | 859 | 0.23% | 0.46% | 508 | -8,982 | -28.42% | Q1 2026 | May 13, 2026 |
| Polymer Capital Management (HK) LTD | History | New | 23,328 | 857 | 0.07% | — | 509 | +23,328 | New | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Reduced | 23,293 | 856 | 0.0% | 0.0% | 510 | -1,194 | -4.88% | Q1 2026 | May 12, 2026 |
| Claro Advisors Inc. | History | Added to | 23,201 | 852 | 0.1% | 0.14% | 511 | +2,282 | 10.91% | Q1 2026 | Apr 21, 2026 |
| Demars Financial Group, LLC | History | Added to | 23,099 | 848 | 0.28% | 0.33% | 512 | +3,830 | 19.88% | Q1 2026 | Apr 29, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 23,003 | 845 | 0.0% | 0.01% | 513 | -14,245 | -38.24% | Q1 2026 | May 14, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 22,594 | 830 | 0.02% | 0.03% | 514 | +4,689 | 26.19% | Q1 2026 | May 14, 2026 |
| PCM Encore, LLC | History | Added to | 22,509 | 827 | 0.17% | 0.23% | 515 | +801 | 3.69% | Q1 2026 | May 12, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 22,463 | 825 | 0.05% | 0.1% | 516 | -7,606 | -25.3% | Q1 2026 | Apr 29, 2026 |
| Texas Yale Capital Corp. | History | Added to | 22,324 | 820 | 0.02% | 0.03% | 517 | +675 | 3.12% | Q1 2026 | May 04, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 22,251 | 817 | 0.01% | 0.01% | 518 | +15,846 | 247.4% | Q1 2026 | May 12, 2026 |
| WINTON GROUP Ltd | History | New | 22,200 | 815 | 0.03% | — | 520 | +22,200 | New | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 20,829 | 815 | 0.02% | 0.03% | 519 | -1,243 | -5.63% | Q1 2026 | May 04, 2026 |
| SWMG, LLC | History | No change | 22,122 | 812 | 0.23% | 0.29% | 521 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 22,063 | 810 | 0.02% | 0.04% | 522 | -1,738 | -7.3% | Q1 2026 | Apr 09, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 22,025 | 809 | 0.09% | 0.1% | 523 | +4,713 | 27.22% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 21,858 | 803 | 0.01% | 0.01% | 524 | -3,126 | -12.51% | Q1 2026 | May 08, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 21,674 | 796 | 0.04% | — | 525 | +21,674 | New | Q1 2026 | Apr 22, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 21,642 | 795 | 0.05% | 0.07% | 526 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Signet Investment Advisory Group, Inc. | History | No change | 21,600 | 793 | 0.36% | 0.51% | 527 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BALLAST ADVISORS LLC | History | Added to | 21,548 | 792 | 0.23% | 0.3% | 528 | +189 | 0.88% | Q1 2026 | May 12, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 21,537 | 791 | 0.01% | 0.01% | 529 | -7,466 | -25.74% | Q1 2026 | May 05, 2026 |
| Baldwin Investment Management, LLC | History | No change | 21,549 | 791 | 0.09% | 0.12% | 530 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 21,501 | 790 | 0.0% | 0.01% | 531 | +1,971 | 10.09% | Q1 2026 | May 11, 2026 |
| NBT BANK N A /NY | History | Reduced | 21,435 | 787 | 0.05% | 0.07% | 532 | -16 | -0.07% | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 15,469 | 787 | 0.03% | 0.03% | 533 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELCH & FORBES LLC | History | Reduced | 21,297 | 782 | 0.01% | 0.01% | 534 | -215 | -1.0% | Q1 2026 | May 01, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 21,185 | 778 | 0.03% | 0.03% | 535 | +6,594 | 45.19% | Q1 2026 | May 12, 2026 |
| Joel Isaacson & Co., LLC | History | Reduced | 21,026 | 772 | 0.03% | 0.04% | 536 | -458 | -2.13% | Q1 2026 | Apr 22, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 20,900 | 768 | 0.31% | 0.41% | 537 | -275 | -1.3% | Q1 2026 | Apr 29, 2026 |
| NOVEM GROUP | History | Added to | 20,869 | 766 | 0.09% | 0.12% | 538 | +931 | 4.67% | Q1 2026 | Apr 10, 2026 |
| Compagnie Lombard Odier SCmA | History | Reduced | 20,780 | 763 | 0.01% | 0.02% | 539 | -24,380 | -53.99% | Q1 2026 | Apr 15, 2026 |
| Sava Infond d.o.o. | History | No change | 20,725 | 761 | 0.11% | 0.14% | 540 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 20,662 | 759 | 0.04% | 0.02% | 542 | +15,872 | 331.36% | Q1 2026 | May 04, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 16,481 | 759 | 0.02% | 0.02% | 541 | +2,154 | 15.03% | Q1 2026 | May 11, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 20,621 | 757 | 0.03% | 0.04% | 543 | -466 | -2.21% | Q1 2026 | May 11, 2026 |
| Disciplined Investors, L.L.C. | History | No change | 20,233 | 743 | 0.44% | 0.67% | 544 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Directional Asset Management | History | Added to | 20,185 | 741 | 0.68% | 0.42% | 545 | +10,740 | 113.71% | Q1 2026 | Apr 27, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 20,084 | 738 | 0.03% | 0.04% | 546 | -3,126 | -13.47% | Q1 2026 | Apr 24, 2026 |
| SIG BROKERAGE, LP | History | Reduced | 20,000 | 735 | 0.02% | 0.06% | 548 | -15,000 | -42.86% | Q1 2026 | May 15, 2026 |
| Capital International Sarl | History | Added to | 20,015 | 735 | 0.01% | 0.01% | 547 | +11,452 | 133.74% | Q1 2026 | May 13, 2026 |
| Gordian Capital Singapore Pte Ltd | History | Reduced | 20,000 | 735 | 1.23% | 1.58% | 549 | -2,500 | -11.11% | Q1 2026 | May 13, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Added to | 19,983 | 734 | 0.03% | 0.04% | 550 | +1,053 | 5.56% | Q1 2026 | May 11, 2026 |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | History | Added to | 19,911 | 731 | 0.07% | 0.02% | 552 | +15,979 | 406.38% | Q1 2026 | Apr 30, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 19,897 | 731 | 0.04% | 0.06% | 551 | -1,491 | -6.97% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 20,444 | 721 | 0.0% | 0.0% | 553 | -3,604 | -14.99% | Q1 2026 | May 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | Reduced | 19,540 | 718 | 0.06% | 0.09% | 554 | -4,465 | -18.6% | Q1 2026 | Apr 29, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 19,498 | 716 | 0.09% | 0.13% | 555 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Brookstone Capital Management | History | Added to | 19,480 | 715 | 0.01% | 0.01% | 557 | +3,925 | 25.23% | Q1 2026 | Apr 16, 2026 |
| Hirtle & Co., LLC | History | No change | 19,457 | 715 | 0.02% | 0.03% | 556 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 19,195 | 705 | 0.29% | 0.43% | 558 | -908 | -4.52% | Q1 2026 | May 15, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 19,136 | 703 | 0.02% | 0.09% | 559 | -33,720 | -63.8% | Q1 2026 | Apr 08, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 19,010 | 699 | 0.09% | 0.12% | 560 | +351 | 1.88% | Q1 2026 | May 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 18,982 | 697 | 0.03% | 0.04% | 561 | +888 | 4.91% | Q1 2026 | May 08, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 18,534 | 681 | 0.03% | 0.04% | 562 | +23 | 0.12% | Q1 2026 | May 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 17,891 | 679 | 0.1% | 0.18% | 563 | -3,979 | -18.19% | Q1 2026 | Apr 30, 2026 |
| Investors Research Corp | History | New | 18,475 | 678 | 0.13% | — | 564 | +18,475 | New | Q1 2026 | Apr 03, 2026 |
| ROMANO BROTHERS AND COMPANY | History | Reduced | 18,246 | 670 | 0.08% | 0.2% | 565 | -15,990 | -46.71% | Q1 2026 | Apr 21, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 17,570 | 667 | 0.06% | 0.13% | 566 | -12,185 | -40.95% | Q1 2026 | Apr 30, 2026 |
| Compound Planning, Inc. | History | Reduced | 18,137 | 666 | 0.02% | 0.05% | 568 | -12,200 | -40.21% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 18,132 | 666 | 0.06% | 0.13% | 567 | -8,533 | -32.0% | Q1 2026 | Apr 24, 2026 |
| Wealth Quarterback LLC | History | Added to | 18,107 | 665 | 0.26% | 0.29% | 569 | +2,298 | 14.54% | Q1 2026 | Apr 09, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Added to | 18,120 | 665 | 0.51% | 0.68% | 570 | +1,110 | 6.53% | Q1 2026 | Apr 21, 2026 |
| Icon Wealth Advisors, LLC | History | Reduced | 16,490 | 664 | 0.04% | 0.08% | 571 | -8,037 | -32.77% | Q1 2026 | May 12, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 13,033 | 663 | 0.14% | 0.14% | 572 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 12,937 | 658 | 0.0% | 0.0% | 573 | -7,293 | -36.05% | Q1 2026 | May 15, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 17,848 | 655 | 0.28% | 0.36% | 574 | +966 | 5.72% | Q1 2026 | Apr 29, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 17,772 | 653 | 0.02% | 0.02% | 575 | -3,233 | -15.39% | Q1 2026 | May 08, 2026 |
| Banco de Sabadell, S.A | History | Added to | 18,396 | 647 | 0.43% | 0.59% | 576 | +496 | 2.77% | Q1 2026 | May 08, 2026 |
| National Philanthropic Trust | History | Added to | 17,381 | 638 | 0.01% | 0.0% | 577 | +12,500 | 256.1% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 17,222 | 632 | 0.07% | 0.07% | 578 | +3,261 | 23.36% | Q1 2026 | May 11, 2026 |
| Manske Wealth Management | History | Added to | 17,173 | 631 | 0.18% | 0.07% | 579 | +12,293 | 251.91% | Q1 2026 | Apr 30, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | New | 17,108 | 628 | 0.0% | — | 581 | +17,108 | New | Q1 2026 | May 11, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 17,103 | 628 | 0.25% | 0.31% | 580 | +2,374 | 16.12% | Q1 2026 | Apr 24, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 16,944 | 622 | 0.01% | 0.02% | 582 | -3,816 | -18.38% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 16,807 | 617 | 0.03% | 0.05% | 583 | -4,859 | -22.43% | Q1 2026 | Apr 27, 2026 |
| CenterStar Asset Management, LLC | History | New | 16,807 | 616 | 0.08% | — | 585 | +16,807 | New | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 16,775 | 616 | 0.24% | 0.37% | 584 | -1,570 | -8.56% | Q1 2026 | Apr 23, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 16,524 | 607 | 0.0% | 0.02% | 586 | -65,588 | -79.88% | Q1 2026 | May 07, 2026 |
| Human Investing LLC | History | Reduced | 16,402 | 602 | 0.09% | 0.13% | 587 | -1,389 | -7.81% | Q1 2026 | May 07, 2026 |
| LOM Asset Management Ltd | History | Reduced | 16,350 | 600 | 0.17% | 0.24% | 588 | -100 | -0.61% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | Added to | 16,271 | 597 | 0.02% | 0.02% | 590 | +7,703 | 89.9% | Q1 2026 | May 19, 2026 |
| Delaney Dennis R | History | No change | 16,250 | 597 | 0.21% | 0.42% | 589 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 16,188 | 594 | 0.03% | 0.05% | 591 | -2,364 | -12.74% | Q1 2026 | May 15, 2026 |
| DE BURLO GROUP INC | History | Reduced | 16,100 | 591 | 0.13% | 2.31% | 593 | -358,560 | -95.7% | Q1 2026 | May 14, 2026 |
| FAIRFIELD, BUSH & CO. | History | Reduced | 16,096 | 591 | 0.33% | 0.48% | 592 | -1,718 | -9.64% | Q1 2026 | May 12, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 16,070 | 590 | 0.03% | 0.04% | 594 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 16,000 | 588 | 0.04% | 0.05% | 595 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Lakeside Advisors, INC. | History | Reduced | 15,950 | 586 | 0.39% | 0.56% | 596 | -1,350 | -7.8% | Q1 2026 | Apr 30, 2026 |
| AR ASSET MANAGEMENT INC | History | New | 15,862 | 583 | 0.11% | — | 597 | +15,862 | New | Q1 2026 | May 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 15,686 | 576 | 0.01% | 0.01% | 598 | +2,643 | 20.26% | Q1 2026 | Apr 01, 2026 |
| CENTRAL BANK & TRUST CO | History | Added to | 15,478 | 568 | 0.09% | 0.1% | 599 | +2,225 | 16.79% | Q1 2026 | Apr 07, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Reduced | 15,418 | 566 | 0.02% | 0.03% | 600 | -376 | -2.38% | Q1 2026 | Apr 30, 2026 |
| Bond & Devick Financial Network, Inc. | History | No change | 15,422 | 566 | 0.16% | 0.22% | 601 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Reduced | 14,002 | 564 | 0.01% | 0.06% | 603 | -6,129 | -30.45% | Q1 2026 | May 01, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | No change | 15,350 | 564 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Reduced | 15,211 | 559 | 0.49% | 0.53% | 604 | -35,649 | -70.09% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | Added to | 11,853 | 557 | 0.01% | 0.01% | 605 | +7,114 | 150.12% | Q1 2026 | May 14, 2026 |
| Summit Financial Wealth Advisors, LLC | History | Reduced | 15,066 | 553 | 0.08% | 0.12% | 606 | -1,326 | -8.09% | Q1 2026 | May 26, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 15,027 | 552 | 0.01% | 0.01% | 607 | +235 | 1.59% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 15,010 | 551 | 0.01% | 0.01% | 608 | +1,607 | 11.99% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 14,971 | 550 | 0.01% | 0.02% | 609 | -5,335 | -26.27% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 14,985 | 550 | 0.06% | 0.08% | 610 | +392 | 2.69% | Q1 2026 | Apr 22, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | Added to | 14,923 | 548 | 0.13% | 0.15% | 611 | +2,047 | 15.9% | Q1 2026 | Apr 22, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 14,827 | 544 | 0.1% | 0.15% | 612 | -28 | -0.19% | Q1 2026 | May 12, 2026 |
| Bull Street Advisors, LLC | History | No change | 14,770 | 543 | 0.27% | 0.35% | 613 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 14,761 | 542 | 0.0% | 0.01% | 614 | -25,668 | -63.49% | Q1 2026 | Apr 29, 2026 |
| Seed Wealth Management, Inc. | History | Added to | 14,644 | 538 | 0.37% | 0.38% | 616 | +3,700 | 33.81% | Q1 2026 | Apr 08, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 14,665 | 538 | 0.16% | 0.19% | 615 | +2,004 | 15.83% | Q1 2026 | Apr 28, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | New | 14,603 | 536 | 0.07% | — | 619 | +14,603 | New | Q1 2026 | May 14, 2026 |
| Invst, LLC | History | Added to | 14,596 | 536 | 0.06% | 0.04% | 617 | +6,900 | 89.66% | Q1 2026 | May 13, 2026 |
| Mirabaud & Cie SA | History | Added to | 14,600 | 536 | 0.22% | 0.16% | 618 | +4,600 | 46.0% | Q1 2026 | May 05, 2026 |
| Exeter Financial, LLC | History | Added to | 14,577 | 535 | 0.22% | 0.11% | 622 | +9,682 | 197.79% | Q1 2026 | Apr 23, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Added to | 14,285 | 535 | 0.13% | 0.12% | 621 | +4,381 | 44.23% | Q1 2026 | Apr 16, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 14,568 | 535 | 0.03% | 0.04% | 620 | +68 | 0.47% | Q1 2026 | Apr 13, 2026 |
| Brown Miller Wealth Management, LLC | History | New | 14,520 | 533 | 0.15% | — | 623 | +14,520 | New | Q1 2026 | Apr 23, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 14,486 | 532 | 0.06% | 0.12% | 624 | -6,217 | -30.03% | Q1 2026 | Apr 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | New | 14,451 | 531 | 0.06% | — | 625 | +14,451 | New | Q1 2026 | Apr 29, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 14,301 | 525 | 0.0% | 0.01% | 626 | -1,891 | -11.68% | Q1 2026 | May 01, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 14,152 | 520 | 0.01% | 0.02% | 627 | -269 | -1.87% | Q1 2026 | May 13, 2026 |
| Marotta Asset Management | History | Reduced | 14,278 | 520 | 0.1% | 0.13% | 628 | -19 | -0.13% | Q1 2026 | Apr 27, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 11,007 | 518 | 0.03% | 0.05% | 629 | -749 | -6.37% | Q1 2026 | May 14, 2026 |
| PAX Financial Group, LLC | History | Added to | 13,940 | 512 | 0.09% | 0.07% | 630 | +6,487 | 87.04% | Q1 2026 | Apr 27, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 14,070 | 511 | 0.02% | — | 632 | +14,070 | New | Q1 2026 | May 12, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 13,919 | 511 | 0.06% | 0.09% | 631 | -1,037 | -6.93% | Q1 2026 | Apr 27, 2026 |
| Argent Trust Co | History | Added to | 13,828 | 508 | 0.02% | 0.02% | 633 | +3,171 | 29.76% | Q1 2026 | May 13, 2026 |
| Wealthfront Advisers LLC | History | Added to | 13,805 | 507 | 0.0% | 0.0% | 634 | +5,348 | 63.24% | Q1 2026 | May 05, 2026 |
| Hardworking Capital Advisors, LLC | History | Added to | 13,728 | 504 | 0.47% | 0.49% | 636 | +3,141 | 29.67% | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 13,280 | 504 | 0.01% | 0.01% | 635 | +1,414 | 11.92% | Q1 2026 | May 15, 2026 |
| Retirement Planning Co of New England, Inc. | History | Added to | 13,686 | 502 | 0.2% | 0.24% | 637 | +1,993 | 17.04% | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | Added to | 13,431 | 493 | 0.01% | 0.0% | 638 | +6,626 | 97.37% | Q1 2026 | May 11, 2026 |
| Balboa Wealth Partners | History | Added to | 13,333 | 489 | 0.08% | 0.1% | 640 | +1,432 | 12.03% | Q1 2026 | Apr 16, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 13,326 | 489 | 0.11% | 0.15% | 639 | +1,342 | 11.2% | Q1 2026 | Apr 08, 2026 |
| Sovran Advisors, LLC | History | Added to | 11,487 | 484 | 0.04% | 0.05% | 641 | +1,527 | 15.33% | Q1 2026 | May 01, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 13,145 | 483 | 0.02% | 0.08% | 642 | -33,190 | -71.63% | Q1 2026 | May 06, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 13,132 | 482 | 0.02% | 0.11% | 643 | -34,178 | -72.24% | Q1 2026 | Apr 30, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 12,651 | 481 | 0.01% | 0.01% | 644 | -6,535 | -34.06% | Q1 2026 | Apr 08, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 13,000 | 478 | 0.06% | 0.09% | 645 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 12,976 | 476 | 0.03% | 0.04% | 646 | +2,120 | 19.53% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 13,470 | 475 | 0.02% | 0.03% | 647 | -3,665 | -21.39% | Q1 2026 | May 15, 2026 |
| Persistent Asset Partners Ltd | History | New | 3,828 | 474 | 0.18% | — | 648 | +3,828 | New | Q1 2026 | May 12, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 14,930 | 472 | 0.01% | 0.01% | 649 | -13,660 | -47.78% | Q1 2026 | Apr 22, 2026 |
| Procyon Advisors, LLC | History | Added to | 12,816 | 470 | 0.02% | 0.03% | 650 | +805 | 6.7% | Q1 2026 | May 04, 2026 |
| PeakShares LLC | History | Added to | 12,642 | 464 | 0.43% | 0.48% | 651 | +3,000 | 31.11% | Q1 2026 | May 05, 2026 |
| Intesa Sanpaolo S.p.A. | History | Reduced | 12,625 | 463 | 0.03% | 0.04% | 652 | -800 | -5.96% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 12,579 | 462 | 0.04% | 0.05% | 653 | -228 | -1.78% | Q1 2026 | May 01, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 12,505 | 459 | 0.0% | 0.01% | 654 | -2,947 | -19.07% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 12,473 | 458 | 0.01% | 0.01% | 655 | -2,693 | -17.76% | Q1 2026 | May 07, 2026 |
| WJ Financial Advisors LLC | History | Added to | 12,475 | 458 | 0.37% | 0.55% | 656 | +417 | 3.46% | Q1 2026 | May 04, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 12,453 | 457 | 0.39% | 0.54% | 657 | -1,938 | -13.47% | Q1 2026 | May 15, 2026 |
| Mystic Asset Management, Inc. | History | Reduced | 12,425 | 456 | 0.11% | 0.15% | 658 | -375 | -2.93% | Q1 2026 | May 08, 2026 |
| Giverny Capital Inc. | History | No change | 12,400 | 455 | 0.02% | 0.02% | 659 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Principle Wealth Partners LLC | History | Added to | 12,365 | 454 | 0.03% | 0.03% | 660 | +644 | 5.49% | Q1 2026 | May 07, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 12,344 | 453 | 0.05% | 0.07% | 661 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Capital Markets Trading UK LLP | History | New | 12,310 | 452 | 0.01% | — | 663 | +12,310 | New | Q1 2026 | May 15, 2026 |
| Carson Advisory Inc. | History | Added to | 12,316 | 452 | 0.23% | 0.32% | 662 | +268 | 2.22% | Q1 2026 | May 07, 2026 |
| Keel Point, LLC | History | No change | 8,861 | 450 | 0.03% | 0.03% | 664 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 12,217 | 448 | 0.0% | 0.0% | 665 | -2,059 | -14.42% | Q1 2026 | May 15, 2026 |
| Quintet Private Bank (Europe) S.A. | History | No change | 12,165 | 447 | 0.03% | 0.04% | 666 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ALEXANDER LABRUNERIE & CO., INC. | History | Added to | 12,077 | 443 | 0.17% | 0.2% | 667 | +1,019 | 9.22% | Q1 2026 | May 18, 2026 |
| Boston Trust Walden Corp | History | No change | 12,036 | 442 | 0.0% | 0.0% | 668 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Hemenway Trust Co LLC | History | Reduced | 11,999 | 440 | 0.04% | 0.07% | 669 | -6,091 | -33.67% | Q1 2026 | May 07, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 11,956 | 439 | 0.01% | 0.02% | 670 | -11,281 | -48.55% | Q1 2026 | May 13, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 11,928 | 438 | 0.09% | 0.09% | 671 | +3,779 | 46.37% | Q1 2026 | Apr 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 11,847 | 435 | 0.0% | 0.07% | 672 | -491,231 | -97.65% | Q1 2026 | May 04, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 11,779 | 432 | 0.01% | 0.01% | 673 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 11,447 | 430 | 0.25% | — | 675 | +11,447 | New | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 11,710 | 430 | 0.0% | 0.0% | 674 | +920 | 8.53% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | Added to | 11,611 | 426 | 0.06% | 0.03% | 676 | +6,697 | 136.28% | Q1 2026 | May 11, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 11,598 | 426 | 0.09% | 0.12% | 677 | +2,064 | 21.65% | Q1 2026 | May 15, 2026 |
| Tempus Wealth Planning, LLC | History | Reduced | 11,609 | 426 | 0.1% | 0.15% | 678 | -977 | -7.76% | Q1 2026 | Apr 28, 2026 |
| HOLDERNESS INVESTMENTS CO | History | Added to | 11,388 | 418 | 0.08% | 0.11% | 679 | +488 | 4.48% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 11,348 | 417 | 0.02% | 0.03% | 680 | +1,064 | 10.35% | Q1 2026 | May 13, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 11,342 | 416 | 0.43% | — | 682 | +11,342 | New | Q1 2026 | Apr 21, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Added to | 11,330 | 416 | 0.09% | 0.05% | 681 | +6,967 | 159.68% | Q1 2026 | May 15, 2026 |
| Financial Perspectives, Inc | History | No change | 11,256 | 413 | 0.12% | 0.15% | 683 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Advocates, LLC | History | Added to | 11,219 | 412 | 0.42% | 0.48% | 684 | +1,728 | 18.21% | Q1 2026 | May 05, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 11,157 | 410 | 0.02% | 0.04% | 686 | -867 | -7.21% | Q1 2026 | May 13, 2026 |
| Balentine LLC | History | Reduced | 11,163 | 410 | 0.02% | 0.02% | 685 | -393 | -3.4% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 11,095 | 407 | 0.03% | 0.04% | 687 | -594 | -5.08% | Q1 2026 | May 05, 2026 |
| Spartan Wealth Advisory Services LLC | History | New | 11,057 | 406 | 0.04% | — | 689 | +11,057 | New | Q1 2026 | May 06, 2026 |
| Savant Capital, LLC | History | Reduced | 11,048 | 406 | 0.0% | 0.0% | 688 | -1,167 | -9.55% | Q1 2026 | May 04, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,027 | 405 | 0.02% | 0.04% | 690 | -4,786 | -30.27% | Q1 2026 | Apr 28, 2026 |
| Larry Mathis Financial Planning, LLC | History | Added to | 11,029 | 405 | 0.36% | 0.47% | 691 | +509 | 4.84% | Q1 2026 | Apr 21, 2026 |
| Fermata Advisors, LLC | History | Added to | 11,016 | 404 | 0.09% | 0.11% | 692 | +1,942 | 21.4% | Q1 2026 | Apr 08, 2026 |
| DIAMANT ASSET MANAGEMENT, INC. | History | Added to | 401,310 | 401 | 0.29% | 0.69% | 695 | +382,470 | 2030.1% | Q1 2026 | Apr 22, 2026 |
| LVW Advisors, LLC | History | Added to | 10,930 | 401 | 0.04% | 0.05% | 693 | +1,447 | 15.26% | Q1 2026 | Apr 20, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 10,925 | 401 | 0.17% | 0.26% | 694 | -1,151 | -9.53% | Q1 2026 | Apr 21, 2026 |
| SG Trading Solutions, LLC | History | No change | 7,875 | 401 | 0.09% | 0.09% | 696 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Wedmont Private Capital | History | Reduced | 10,586 | 398 | 0.01% | 0.02% | 697 | -722 | -6.38% | Q1 2026 | Apr 09, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 10,802 | 396 | 0.05% | 0.1% | 698 | +116 | 1.09% | Q1 2026 | May 18, 2026 |
| R Squared Ltd | History | Added to | 10,756 | 395 | 0.22% | 0.23% | 699 | +912 | 9.26% | Q1 2026 | Apr 29, 2026 |
| SPINNAKER TRUST | History | No change | 10,726 | 394 | 0.02% | 0.03% | 700 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 10,704 | 393 | 0.01% | 0.01% | 701 | +5,346 | 99.78% | Q1 2026 | May 15, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Reduced | 10,643 | 391 | 0.11% | 0.14% | 702 | -47 | -0.44% | Q1 2026 | May 08, 2026 |
| FLC Capital Advisors | History | New | 10,624 | 390 | 0.07% | — | 706 | +10,624 | New | Q1 2026 | May 01, 2026 |
| Stiles Financial Services Inc | History | Reduced | 10,622 | 390 | 0.12% | 0.18% | 705 | -1,018 | -8.75% | Q1 2026 | Apr 30, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 10,636 | 390 | 0.07% | 0.12% | 703 | +636 | 6.36% | Q1 2026 | Apr 09, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 10,626 | 390 | 0.01% | 0.01% | 704 | -338 | -3.08% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | Added to | 10,560 | 388 | 0.04% | 0.05% | 707 | +2,617 | 32.95% | Q1 2026 | Apr 08, 2026 |
| Dickmeyer Boyce Financial Management, Inc. | History | New | 10,505 | 386 | 0.23% | — | 709 | +10,505 | New | Q1 2026 | May 13, 2026 |
| MOTCO | History | Reduced | 10,518 | 386 | 0.04% | 0.05% | 708 | -1,050 | -9.08% | Q1 2026 | Apr 22, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 10,498 | 385 | 0.0% | 0.01% | 711 | +1,765 | 20.21% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 10,503 | 385 | 0.02% | 0.03% | 710 | -1,432 | -12.0% | Q1 2026 | May 07, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 10,471 | 384 | 0.03% | 0.06% | 713 | -6,484 | -38.24% | Q1 2026 | May 12, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 10,476 | 384 | 0.01% | 0.01% | 712 | -1,535 | -12.78% | Q1 2026 | May 11, 2026 |
| Arista Wealth Management, LLC | History | New | 10,372 | 381 | 0.05% | — | 715 | +10,372 | New | Q1 2026 | Apr 30, 2026 |
| Security Financial Services, INC. | History | No change | 7,489 | 381 | 0.06% | 0.06% | 714 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| First Pacific Financial | History | Added to | 10,290 | 378 | 0.05% | 0.07% | 717 | +484 | 4.94% | Q1 2026 | Apr 23, 2026 |
| Sankala Group LLC | History | Added to | 10,432 | 378 | 0.31% | 0.3% | 718 | +281 | 2.77% | Q1 2026 | Mar 31, 2026 |
| Cohen Capital Management, Inc. | History | No change | 10,312 | 378 | 0.06% | 0.08% | 716 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Athena Wealth Management, LLC | History | Added to | 10,285 | 377 | 0.31% | 0.28% | 719 | +4,589 | 80.57% | Q1 2026 | Apr 17, 2026 |
| WFA of San Diego, LLC | History | Reduced | 10,220 | 375 | 0.3% | 0.38% | 720 | -100 | -0.97% | Q1 2026 | May 11, 2026 |
| CHRISTINE MESSMER PC | History | New | 10,170 | 373 | 0.24% | — | 723 | +10,170 | New | Q1 2026 | Apr 21, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Added to | 10,168 | 373 | 0.02% | 0.01% | 722 | +5,838 | 134.83% | Q1 2026 | May 06, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | Reduced | 10,160 | 373 | 0.02% | 0.04% | 721 | -2,007 | -16.5% | Q1 2026 | Apr 17, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 10,137 | 372 | 0.02% | 0.02% | 724 | +2,824 | 38.62% | Q1 2026 | Apr 27, 2026 |
| MATAURO, LLC | History | New | 10,083 | 370 | 0.05% | — | 727 | +10,083 | New | Q1 2026 | Apr 22, 2026 |
| Legacy Capital Group California, Inc. | History | Reduced | 10,094 | 370 | 0.14% | 0.24% | 726 | -9,600 | -48.75% | Q1 2026 | May 04, 2026 |
| Aviance Capital Partners, LLC | History | Reduced | 10,086 | 370 | 0.04% | 0.06% | 725 | -102 | -1.0% | Q1 2026 | May 06, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | New | 10,000 | 367 | 0.05% | — | 729 | +10,000 | New | Q1 2026 | Apr 09, 2026 |
| Samalin Investment Counsel, LLC | History | Reduced | 10,006 | 367 | 0.13% | 0.2% | 728 | -1,317 | -11.63% | Q1 2026 | Apr 22, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Added to | 9,958 | 365 | 0.01% | 0.01% | 730 | +2,593 | 35.21% | Q1 2026 | Apr 15, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 9,922 | 364 | 0.01% | 0.0% | 731 | +5,549 | 126.89% | Q1 2026 | Apr 10, 2026 |
| KINTRA WEALTH, LLC | History | Added to | 9,927 | 364 | 0.03% | 0.06% | 732 | +1,089 | 12.32% | Q1 2026 | May 15, 2026 |
| Baader Bank Aktiengesellschaft | History | Reduced | 9,900 | 363 | 0.03% | 0.04% | 733 | -1,921 | -16.25% | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Reduced | 9,821 | 361 | 0.11% | 0.18% | 734 | -888 | -8.29% | Q1 2026 | May 14, 2026 |
| DecisionMap Wealth Management, LLC | History | Reduced | 9,821 | 360 | 0.23% | 0.36% | 737 | -1,531 | -13.49% | Q1 2026 | Apr 15, 2026 |
| Curi Capital, LLC | History | Added to | 9,807 | 360 | 0.01% | 0.01% | 736 | +322 | 3.39% | Q1 2026 | May 15, 2026 |
| KLINGENSTEIN FIELDS & CO LP | History | No change | 9,820 | 360 | 0.01% | 0.02% | 735 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Burford Brothers, Inc. | History | Reduced | 9,794 | 359 | 0.15% | 0.23% | 738 | -1,004 | -9.3% | Q1 2026 | Apr 27, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 9,757 | 358 | 0.01% | 0.03% | 740 | -8,418 | -46.32% | Q1 2026 | May 13, 2026 |
| DMC Group, LLC | History | Reduced | 9,754 | 358 | 0.24% | 0.35% | 741 | -704 | -6.73% | Q1 2026 | Apr 30, 2026 |
| Essex Bank | History | Reduced | 9,758 | 358 | 0.08% | 0.11% | 739 | -169 | -1.7% | Q1 2026 | Apr 17, 2026 |
| Karani Asset Management LLC | History | Reduced | 9,710 | 356 | 0.29% | 1.22% | 742 | -19,630 | -66.91% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | New | 9,684 | 355 | 0.0% | — | 744 | +9,684 | New | Q1 2026 | May 15, 2026 |
| Resonant Capital Advisors, LLC | History | Reduced | 9,371 | 355 | 0.02% | 0.03% | 743 | -211 | -2.2% | Q1 2026 | Apr 29, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Reduced | 9,624 | 353 | 0.04% | 0.88% | 745 | -147,634 | -93.88% | Q1 2026 | Apr 24, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 9,614 | 353 | 0.04% | 0.04% | 746 | +1,627 | 20.37% | Q1 2026 | Apr 27, 2026 |
| Global Strategic Investment Solutions, LLC | History | Reduced | 9,536 | 350 | 0.03% | 0.07% | 747 | -3,844 | -28.73% | Q1 2026 | Apr 29, 2026 |
| Aurora Private Wealth, Inc. | History | No change | 6,883 | 350 | 0.25% | 0.23% | 748 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 9,513 | 349 | 0.0% | 0.0% | 749 | +918 | 10.68% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 9,442 | 347 | 0.01% | 0.02% | 750 | +675 | 7.7% | Q1 2026 | Apr 20, 2026 |
| Cairn Investment Group, Inc. | History | Reduced | 9,408 | 346 | 0.17% | 0.25% | 751 | -920 | -8.91% | Q1 2026 | Apr 29, 2026 |
| TBH Global Asset Management, LLC | History | Added to | 9,382 | 344 | 0.07% | 0.08% | 752 | +317 | 3.5% | Q1 2026 | Apr 22, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 6,716 | 343 | 0.11% | 0.11% | 753 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Belvedere Trading LLC | History | Reduced | 9,326 | 342 | 0.0% | 0.0% | 754 | -45,640 | -83.03% | Q1 2026 | May 12, 2026 |
| One Capital Management, LLC | History | Added to | 9,298 | 341 | 0.01% | 0.01% | 755 | +664 | 7.69% | Q1 2026 | May 12, 2026 |
| Coastal Bridge Advisors, LLC | History | New | 9,275 | 340 | 0.02% | — | 756 | +9,275 | New | Q1 2026 | May 14, 2026 |
| Scientech Research LLC | History | New | 9,274 | 340 | 0.28% | — | 757 | +9,274 | New | Q1 2026 | May 15, 2026 |
| Bath Savings Trust Co | History | Reduced | 9,250 | 339 | 0.04% | 0.09% | 758 | -8,766 | -48.66% | Q1 2026 | Apr 07, 2026 |
| Raub Brock Capital Management LP | History | No change | 9,240 | 339 | 0.09% | 0.1% | 759 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Stokes Family Office, LLC | History | Reduced | 9,159 | 336 | 0.03% | 0.05% | 760 | -817 | -8.19% | Q1 2026 | May 11, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 8,838 | 335 | 0.01% | 0.01% | 761 | -718 | -7.51% | Q1 2026 | May 14, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,108 | 334 | 0.01% | 0.0% | 763 | +4,959 | 119.52% | Q1 2026 | Apr 14, 2026 |
| Gallacher Capital Management LLC | History | Added to | 9,100 | 334 | 0.13% | 0.18% | 764 | +130 | 1.45% | Q1 2026 | May 05, 2026 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | History | No change | 9,100 | 334 | 0.35% | 0.45% | 762 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | New | 9,019 | 331 | 0.1% | — | 766 | +9,019 | New | Q1 2026 | Apr 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 8,443 | 331 | 0.02% | 0.02% | 765 | +2,773 | 48.91% | Q1 2026 | Apr 20, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 8,972 | 329 | 0.0% | 0.01% | 767 | -558 | -5.86% | Q1 2026 | May 11, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Reduced | 8,952 | 328 | 0.04% | 0.05% | 768 | -300 | -3.24% | Q1 2026 | Apr 28, 2026 |
| Navigation Group, LLC | History | New | 8,894 | 326 | 0.08% | — | 771 | +8,894 | New | Q1 2026 | May 05, 2026 |
| CHANNEL WEALTH LLC | History | Reduced | 8,881 | 326 | 0.08% | 0.12% | 770 | -297 | -3.24% | Q1 2026 | May 11, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 6,410 | 326 | 0.09% | 0.09% | 769 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Composition Wealth, LLC | History | Reduced | 8,835 | 324 | 0.0% | 0.01% | 772 | -223 | -2.46% | Q1 2026 | Apr 08, 2026 |
| TritonPoint Partners, LLC | History | Reduced | 8,477 | 321 | 0.12% | 0.25% | 775 | -677 | -7.4% | Q1 2026 | Apr 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Added to | 8,735 | 321 | 0.02% | 0.0% | 774 | +444 | 5.36% | Q1 2026 | May 12, 2026 |
| Clarius Group, LLC | History | No change | 6,320 | 321 | 0.02% | 0.02% | 773 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| 1776 Wealth LLC | History | No change | 8,711 | 320 | 0.13% | 0.17% | 776 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 8,700 | 319 | 0.06% | 0.1% | 777 | -1,769 | -16.9% | Q1 2026 | Apr 28, 2026 |
| Ascent Group, LLC | History | Added to | 8,683 | 319 | 0.01% | 0.01% | 778 | +453 | 5.5% | Q1 2026 | May 15, 2026 |
| DUDLEY CAPITAL MANAGEMENT, LLC | History | Added to | 8,655 | 318 | 0.14% | 0.16% | 780 | +1,555 | 21.9% | Q1 2026 | May 05, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 8,675 | 318 | 0.03% | 0.03% | 779 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stokes Capital Advisors, LLC | History | Reduced | 8,600 | 316 | 0.07% | 0.11% | 781 | -885 | -9.33% | Q1 2026 | Apr 23, 2026 |
| Focus Financial Network, Inc. | History | Added to | 8,332 | 316 | 0.01% | 0.01% | 782 | +600 | 7.76% | Q1 2026 | Apr 14, 2026 |
| PDS Planning, Inc | History | Reduced | 8,587 | 315 | 0.02% | 0.05% | 783 | -5,789 | -40.27% | Q1 2026 | Apr 21, 2026 |
| GUYASUTA INVESTMENT ADVISORS INC | History | No change | 8,537 | 313 | 0.02% | 0.02% | 784 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 8,493 | 312 | 0.02% | 0.03% | 786 | +837 | 10.93% | Q1 2026 | Apr 23, 2026 |
| GRANDFIELD & DODD, LLC | History | Reduced | 8,507 | 312 | 0.02% | 0.02% | 785 | -25 | -0.29% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 8,467 | 311 | 0.0% | 0.01% | 789 | -2,074 | -19.68% | Q1 2026 | Apr 20, 2026 |
| Trek Financial, LLC | History | Added to | 8,473 | 311 | 0.02% | 0.02% | 788 | +1,565 | 22.65% | Q1 2026 | May 13, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Added to | 8,472 | 311 | 0.04% | 0.05% | 787 | +230 | 2.79% | Q1 2026 | Apr 30, 2026 |
| Busey Bank | History | Reduced | 8,460 | 310 | 0.01% | 0.02% | 790 | -2,835 | -25.1% | Q1 2026 | Apr 28, 2026 |
| Massar Capital Management, LP | History | New | 8,422 | 309 | 0.03% | — | 791 | +8,422 | New | Q1 2026 | May 15, 2026 |
| Range Financial Group LLC | History | Reduced | 8,386 | 308 | 0.1% | 0.16% | 792 | -856 | -9.26% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 8,364 | 307 | 0.01% | 0.01% | 793 | +2,912 | 53.41% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 8,380 | 307 | 0.03% | 0.06% | 794 | -1,504 | -15.22% | Q1 2026 | Apr 06, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 6,019 | 306 | 0.02% | 0.02% | 795 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 8,100 | 305 | 0.02% | 0.04% | 797 | -1,900 | -19.0% | Q1 2026 | Apr 27, 2026 |
| BANK OF HAWAII | History | Reduced | 8,313 | 305 | 0.02% | 0.02% | 796 | -32 | -0.38% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 8,287 | 304 | 0.01% | 0.05% | 798 | -13,516 | -61.99% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 8,233 | 303 | 0.0% | 0.0% | 799 | -31,787 | -79.43% | Q1 2026 | May 06, 2026 |
| Nolet Wealth Management, LLC | History | New | 8,267 | 303 | 0.17% | — | 801 | +8,267 | New | Q1 2026 | May 05, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Added to | 7,379 | 303 | 0.13% | 0.09% | 800 | +3,078 | 71.56% | Q1 2026 | May 04, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 8,239 | 302 | 0.05% | 0.09% | 803 | -2,819 | -25.49% | Q1 2026 | Apr 21, 2026 |
| COFG Advisors, LLC | History | Reduced | 8,233 | 302 | 0.07% | 0.1% | 802 | -54 | -0.65% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 8,227 | 300 | 0.02% | 0.01% | 805 | +4,060 | 97.43% | Q1 2026 | May 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 8,186 | 300 | 0.0% | 0.0% | 804 | +3,419 | 71.72% | Q1 2026 | May 15, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 8,082 | 297 | 0.07% | 0.07% | 806 | +1,698 | 26.6% | Q1 2026 | May 13, 2026 |
| Souders Financial Advisors | History | Reduced | 8,072 | 296 | 0.03% | 0.05% | 807 | -61 | -0.75% | Q1 2026 | May 04, 2026 |
| BASSO CAPITAL MANAGEMENT, L.P. | History | Reduced | 8,000 | 294 | 0.18% | 0.3% | 808 | -1,750 | -17.95% | Q1 2026 | May 15, 2026 |
| Quotient Wealth Partners, LLC | History | Reduced | 7,996 | 293 | 0.01% | 0.01% | 810 | -1,095 | -12.04% | Q1 2026 | Apr 16, 2026 |
| Agate Pass Investment Management, LLC | History | Reduced | 7,984 | 293 | 0.11% | 0.16% | 809 | -260 | -3.15% | Q1 2026 | Apr 07, 2026 |
| Cannell & Spears LLC | History | Reduced | 7,952 | 292 | 0.01% | 0.01% | 811 | -5,570 | -41.19% | Q1 2026 | May 15, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 7,965 | 292 | 0.02% | 0.02% | 812 | +2,179 | 37.66% | Q1 2026 | Apr 28, 2026 |
| Forza Wealth Management, LLC | History | No change | 7,966 | 292 | 0.1% | 0.15% | 813 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WESBANCO BANK INC | History | Reduced | 7,920 | 291 | 0.01% | 0.02% | 814 | -9,633 | -54.88% | Q1 2026 | Apr 21, 2026 |
| Gen-Wealth Partners Inc | History | Reduced | 7,904 | 290 | 0.09% | 0.16% | 815 | -1,733 | -17.98% | Q1 2026 | May 08, 2026 |
| Diversified Enterprises, LLC | History | Added to | 7,913 | 290 | 0.02% | 0.02% | 816 | +11 | 0.14% | Q1 2026 | May 14, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 7,891 | 289 | 0.07% | 0.16% | 817 | -5,271 | -40.05% | Q1 2026 | Apr 10, 2026 |
| Lauterbach Financial Advisors, LLC | History | No change | 7,877 | 289 | 0.14% | 0.2% | 818 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Axim Planning & Wealth | History | New | 7,839 | 288 | 0.35% | — | 820 | +7,839 | New | Q1 2026 | May 14, 2026 |
| Platform Technology Partners | History | No change | 7,862 | 288 | 0.06% | 0.09% | 819 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,789 | 286 | 0.01% | 0.01% | 821 | -1,210 | -13.45% | Q1 2026 | May 14, 2026 |
| SCS Capital Management LLC | History | Reduced | 7,505 | 284 | 0.0% | 0.07% | 822 | -129,094 | -94.51% | Q1 2026 | May 11, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Reduced | 7,751 | 284 | 0.05% | 0.09% | 823 | -3,182 | -29.1% | Q1 2026 | May 04, 2026 |
| Banque Transatlantique SA | History | Added to | 7,982 | 283 | 0.01% | 0.0% | 825 | +7,037 | 744.66% | Q1 2026 | May 13, 2026 |
| GUARDIAN WEALTH ADVISORS, LLC / NC | History | Added to | 7,718 | 283 | 0.02% | 0.02% | 824 | +1,100 | 16.62% | Q1 2026 | May 15, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | New | 7,675 | 282 | 0.0% | — | 827 | +7,675 | New | Q1 2026 | May 05, 2026 |
| Optas, LLC | History | Added to | 7,674 | 282 | 0.04% | 0.05% | 826 | +1,811 | 30.89% | Q1 2026 | Apr 24, 2026 |
| BridgePort Financial Solutions, LLC | History | Added to | 7,647 | 281 | 0.08% | 0.1% | 829 | +383 | 5.27% | Q1 2026 | Apr 16, 2026 |
| Southland Equity Partners LLC | History | Added to | 7,673 | 281 | 0.05% | 0.08% | 828 | +148 | 1.97% | Q1 2026 | Apr 14, 2026 |
| Wynn Capital, LLC | History | Added to | 7,645 | 280 | 0.14% | 0.17% | 830 | +600 | 8.52% | Q1 2026 | Apr 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 7,617 | 279 | 0.0% | 0.0% | 831 | -1,001 | -11.62% | Q1 2026 | May 13, 2026 |
| Laraway Financial Advisors Inc | History | Reduced | 7,606 | 279 | 0.2% | 0.27% | 832 | -400 | -5.0% | Q1 2026 | May 14, 2026 |
| HCR Wealth Advisors | History | Reduced | 7,585 | 278 | 0.03% | 0.05% | 833 | -2,755 | -26.64% | Q1 2026 | Apr 21, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,636 | 278 | 0.0% | 0.01% | 834 | -436 | -5.4% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Reduced | 7,555 | 277 | 0.01% | 0.02% | 836 | -454 | -5.67% | Q1 2026 | Apr 28, 2026 |
| PHILADELPHIA TRUST CO | History | Added to | 7,550 | 277 | 0.02% | 0.03% | 835 | +50 | 0.67% | Q1 2026 | May 13, 2026 |
| GLR Partners, LLC | History | New | 7,533 | 276 | 0.15% | — | 838 | +7,533 | New | Q1 2026 | May 13, 2026 |
| Sigma Planning Corp | History | Added to | 7,422 | 276 | 0.01% | 0.01% | 837 | +865 | 13.19% | Q1 2026 | May 04, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | Added to | 7,465 | 274 | 0.02% | 0.02% | 840 | +1,122 | 17.69% | Q1 2026 | Apr 17, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Reduced | 7,471 | 274 | 0.16% | 0.24% | 842 | -813 | -9.81% | Q1 2026 | Apr 16, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Reduced | 7,461 | 274 | 0.01% | 0.01% | 839 | -767 | -9.32% | Q1 2026 | Apr 29, 2026 |
| LifeSteps Financial, Inc. | History | Added to | 7,457 | 274 | 0.17% | 0.24% | 841 | +142 | 1.94% | Q1 2026 | Apr 22, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 7,445 | 273 | 0.0% | — | 845 | +7,445 | New | Q1 2026 | May 12, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 7,450 | 273 | 0.01% | 0.02% | 843 | -509 | -6.4% | Q1 2026 | May 15, 2026 |
| Canal Capital Management, LLC | History | No change | 7,442 | 273 | 0.04% | 0.05% | 844 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 7,412 | 272 | 0.07% | 0.25% | 847 | -12,020 | -61.86% | Q1 2026 | May 01, 2026 |
| Independent Family Office, LLC | History | New | 7,425 | 272 | 0.11% | — | 848 | +7,425 | New | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 7,409 | 272 | 0.0% | 0.0% | 846 | -2,792 | -27.37% | Q1 2026 | May 15, 2026 |
| Frec Markets, Inc. | History | Added to | 7,375 | 271 | 0.05% | 0.09% | 849 | +1,141 | 18.3% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 7,373 | 270 | 0.0% | 0.0% | 850 | +1,111 | 17.74% | Q1 2026 | May 13, 2026 |
| Hexagon Capital Partners LLC | History | New | 7,342 | 269 | 0.04% | — | 853 | +7,342 | New | Q1 2026 | May 04, 2026 |
| SITTNER & NELSON, LLC | History | Added to | 7,323 | 269 | 0.1% | 0.09% | 852 | +2,250 | 44.35% | Q1 2026 | May 11, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 7,339 | 269 | 0.06% | 0.08% | 851 | -150 | -2.0% | Q1 2026 | May 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | No change | 7,311 | 268 | 0.0% | 0.0% | 854 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NWF Advisory Services Inc. | History | Added to | 7,194 | 264 | 0.03% | 0.03% | 855 | +1,103 | 18.11% | Q1 2026 | May 04, 2026 |
| Unified Investment Management | History | Added to | 7,183 | 263 | 0.27% | 0.33% | 856 | +717 | 11.09% | Q1 2026 | Apr 29, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 7,120 | 261 | 0.03% | 0.12% | 858 | -10,795 | -60.26% | Q1 2026 | May 04, 2026 |
| Diversified Trust Co | History | Reduced | 7,113 | 261 | 0.0% | 0.01% | 857 | -386 | -5.15% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 7,091 | 260 | 0.01% | 0.02% | 859 | -2,152 | -23.28% | Q1 2026 | Apr 06, 2026 |
| Net Worth Advisory Group | History | Added to | 7,069 | 259 | 0.05% | 0.05% | 860 | +2,628 | 59.18% | Q1 2026 | May 05, 2026 |
| NorthRock Partners, LLC | History | Added to | 7,026 | 258 | 0.0% | 0.01% | 861 | +838 | 13.54% | Q1 2026 | May 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Added to | 7,016 | 257 | 0.02% | 0.01% | 862 | +2,095 | 42.57% | Q1 2026 | May 11, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 7,005 | 257 | 0.05% | 0.08% | 863 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TRB Wealth Management, LLC | History | New | 6,798 | 256 | 0.04% | — | 865 | +6,798 | New | Q1 2026 | May 14, 2026 |
| S.A. Mason LLC | History | Reduced | 6,978 | 256 | 0.1% | 0.16% | 864 | -800 | -10.29% | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | New | 6,945 | 255 | 0.01% | — | 867 | +6,945 | New | Q1 2026 | May 11, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 6,942 | 255 | 0.05% | 0.07% | 866 | -16 | -0.23% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | Reduced | 6,912 | 254 | 0.04% | 0.07% | 868 | -1,239 | -15.2% | Q1 2026 | May 06, 2026 |
| First Affirmative Financial Network | History | New | 6,891 | 253 | 0.1% | — | 870 | +6,891 | New | Q1 2026 | May 11, 2026 |
| Five Oceans Advisors | History | Added to | 6,907 | 253 | 0.09% | 0.1% | 869 | +1,260 | 22.31% | Q1 2026 | Apr 07, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 6,866 | 252 | 0.03% | 0.05% | 871 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Midwest Trust Co | History | Reduced | 6,853 | 251 | 0.0% | 0.0% | 872 | -352 | -4.89% | Q1 2026 | May 01, 2026 |
| SIERRA OCEAN, LLC | History | Added to | 6,825 | 250 | 0.21% | 0.23% | 874 | +1,270 | 22.86% | Q1 2026 | Apr 27, 2026 |
| Glenview Trust Co | History | Reduced | 6,822 | 250 | 0.0% | 0.01% | 873 | -139 | -2.0% | Q1 2026 | May 08, 2026 |
| WP Advisors, LLC | History | Added to | 6,736 | 247 | 0.06% | 0.09% | 875 | +1 | 0.01% | Q1 2026 | May 04, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 6,700 | 246 | 0.07% | 0.09% | 876 | -150 | -2.19% | Q1 2026 | May 14, 2026 |
| Flatrock Wealth Partners LLC | History | Added to | 6,447 | 244 | 0.11% | 0.15% | 879 | +327 | 5.34% | Q1 2026 | Apr 29, 2026 |
| ARMSTRONG HENRY H ASSOCIATES INC | History | No change | 6,664 | 244 | 0.02% | 0.03% | 877 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Tortuga Wealth Management, Inc | History | No change | 4,797 | 244 | 0.26% | 0.26% | 878 | 0 | 0.0% | Q4 2025 | Apr 16, 2026 |
| West Family Investments, Inc. | History | Reduced | 6,623 | 243 | 0.09% | 0.22% | 880 | -12,048 | -64.53% | Q1 2026 | May 07, 2026 |
| Ironsides Asset Advisors, LLC | History | No change | 6,623 | 243 | 0.06% | 0.09% | 881 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Insight Advisors, LLC/ PA | History | Added to | 6,594 | 242 | 0.05% | 0.05% | 882 | +421 | 6.82% | Q1 2026 | May 11, 2026 |
| Ridge Creek Global, Inc | History | No change | 6,610 | 242 | 0.21% | 0.28% | 883 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AlTi Global, Inc. | History | Reduced | 6,335 | 240 | 0.01% | 0.01% | 885 | -2,609 | -29.17% | Q1 2026 | May 07, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 6,550 | 240 | 0.02% | 0.02% | 884 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CoreFirst Bank & Trust | History | No change | 4,723 | 240 | 0.13% | 0.13% | 886 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JIM SAULNIER & ASSOCIATES, LLC | History | No change | 6,544 | 240 | 0.12% | 0.17% | 887 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cooper Financial Group | History | Added to | 6,524 | 239 | 0.02% | 0.02% | 888 | +2,272 | 53.43% | Q1 2026 | Apr 07, 2026 |
| Perennial Investment Advisors, LLC | History | Reduced | 6,508 | 239 | 0.02% | 0.03% | 889 | -383 | -5.56% | Q1 2026 | May 15, 2026 |
| Arlington Partners LLC | History | New | 6,494 | 238 | 0.48% | — | 890 | +6,494 | New | Q1 2026 | Apr 09, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 6,470 | 237 | 0.09% | 0.12% | 891 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hardin Capital Partners, LLC | History | New | 6,404 | 235 | 0.11% | — | 892 | +6,404 | New | Q1 2026 | Apr 08, 2026 |
| Signature Wealth Management Partners, LLC | History | Reduced | 6,377 | 234 | 0.12% | 0.16% | 893 | -50 | -0.78% | Q1 2026 | Apr 21, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 4,597 | 233 | 0.04% | 0.06% | 894 | -3,097 | -40.25% | Q1 2026 | Apr 22, 2026 |
| Gallagher Capital Advisors, LLC | History | Added to | 6,339 | 232 | 0.16% | 0.2% | 895 | +91 | 1.46% | Q1 2026 | May 05, 2026 |
| Central Pacific Bank - Trust Division | History | New | 6,300 | 231 | 0.03% | — | 898 | +6,300 | New | Q1 2026 | Apr 07, 2026 |
| Activest Wealth Management | History | Reduced | 6,312 | 231 | 0.04% | 0.08% | 897 | -2,037 | -24.4% | Q1 2026 | Apr 15, 2026 |
| BANK OF STOCKTON | History | Added to | 6,293 | 231 | 0.07% | 0.09% | 896 | +339 | 5.69% | Q1 2026 | Apr 29, 2026 |
| Hayek Kallen Investment Management | History | New | 6,235 | 229 | 0.07% | — | 899 | +6,235 | New | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 6,205 | 228 | 0.01% | 0.14% | 900 | -67,646 | -91.6% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Added to | 6,216 | 228 | 0.01% | 0.02% | 901 | +857 | 15.99% | Q1 2026 | Apr 30, 2026 |
| Capital Square, LLC | History | New | 5,525 | 227 | 0.1% | — | 902 | +5,525 | New | Q1 2026 | May 11, 2026 |
| Everest Financial Group LLC | History | New | 6,124 | 225 | 0.04% | — | 904 | +6,124 | New | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 5,939 | 225 | 0.01% | 0.01% | 903 | +863 | 17.0% | Q1 2026 | May 06, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 6,106 | 224 | 0.07% | 0.09% | 905 | +389 | 6.8% | Q1 2026 | Apr 17, 2026 |
| Abel Hall, LLC | History | Reduced | 6,074 | 223 | 0.05% | 0.18% | 906 | -8,778 | -59.1% | Q1 2026 | Apr 28, 2026 |
| Circle Wealth Management, LLC | History | New | 6,076 | 223 | 0.0% | — | 907 | +6,076 | New | Q1 2026 | May 11, 2026 |
| PROMETHIUM ADVISORS,LLC | History | New | 5,925 | 223 | 0.12% | — | 908 | +5,925 | New | Q1 2026 | Apr 22, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 6,058 | 222 | 0.01% | 0.02% | 909 | -190 | -3.04% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 6,002 | 220 | 0.0% | 0.0% | 910 | +1,257 | 26.49% | Q1 2026 | Apr 17, 2026 |
| Boreal Capital Management LLC | History | Reduced | 5,804 | 220 | 0.18% | 0.25% | 913 | -834 | -12.56% | Q1 2026 | May 14, 2026 |
| AXS Investments LLC | History | No change | 6,000 | 220 | 0.09% | 0.11% | 911 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Martel Wealth Advisors LLC | History | No change | 6,000 | 220 | 0.04% | 0.05% | 912 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,973 | 219 | 0.0% | 0.0% | 915 | +38 | 0.64% | Q1 2026 | May 12, 2026 |
| Waldron Private Wealth LLC | History | No change | 5,981 | 219 | 0.01% | 0.01% | 914 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 5,966 | 219 | 0.06% | 0.08% | 916 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Van Diest Capital, LLC | History | New | 5,958 | 218 | 0.17% | — | 918 | +5,958 | New | Q1 2026 | May 15, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 5,952 | 218 | 0.02% | 0.03% | 917 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 5,901 | 216 | 0.01% | 0.02% | 920 | -7,264 | -55.18% | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | New | 5,897 | 216 | 0.0% | — | 922 | +5,897 | New | Q1 2026 | May 13, 2026 |
| Iron Gate Global Advisors LLC | History | New | 5,888 | 216 | 0.02% | — | 921 | +5,888 | New | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 5,902 | 216 | 0.02% | 0.03% | 919 | -5,517 | -48.31% | Q1 2026 | May 14, 2026 |
| Family Legacy, Inc. | History | Reduced | 5,833 | 214 | 0.06% | 0.23% | 923 | -9,381 | -61.66% | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 5,841 | 214 | 0.01% | 0.0% | 924 | +5,000 | 594.53% | Q1 2026 | Apr 28, 2026 |
| SteelPeak Wealth, LLC | History | Reduced | 5,653 | 214 | 0.01% | 0.01% | 925 | -1,537 | -21.38% | Q1 2026 | May 05, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 5,813 | 213 | 0.16% | 0.23% | 926 | -542 | -8.53% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | Added to | 5,792 | 212 | 0.01% | 0.01% | 928 | +2,498 | 75.83% | Q1 2026 | Apr 22, 2026 |
| XPONANCE LLC | History | Added to | 5,772 | 212 | 0.0% | 0.0% | 927 | +1,424 | 32.75% | Q1 2026 | May 13, 2026 |
| Berkeley Capital Partners, LLC | History | Added to | 5,750 | 211 | 0.05% | 0.07% | 929 | +245 | 4.45% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5,741 | 210 | 0.01% | 0.07% | 930 | -15,575 | -73.07% | Q1 2026 | May 15, 2026 |
| FRG Family Wealth Advisors LLC | History | New | 5,731 | 210 | 0.03% | — | 931 | +5,731 | New | Q1 2026 | Apr 24, 2026 |
| Cladis Investment Advisory, LLC | History | New | 5,700 | 209 | 0.11% | — | 935 | +5,700 | New | Q1 2026 | May 15, 2026 |
| Evergreen Wealth Management, LLC | History | Added to | 5,698 | 209 | 0.11% | 0.12% | 934 | +1,106 | 24.09% | Q1 2026 | May 01, 2026 |
| Canopy Partners, LLC | History | Reduced | 5,704 | 209 | 0.07% | 0.1% | 933 | -554 | -8.85% | Q1 2026 | May 11, 2026 |
| LOCKERMAN FINANCIAL GROUP, INC. | History | Reduced | 5,692 | 209 | 0.38% | 0.58% | 932 | -283 | -4.74% | Q1 2026 | Apr 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 5,666 | 208 | 0.0% | 0.01% | 936 | -7,397 | -56.63% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 5,713 | 208 | 0.01% | 0.01% | 937 | +1,751 | 44.19% | Q1 2026 | May 12, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 5,667 | 208 | 0.01% | 0.01% | 938 | -383 | -6.33% | Q1 2026 | Apr 17, 2026 |
| WNY Asset Management, LLC | History | New | 5,624 | 207 | 0.02% | — | 942 | +5,624 | New | Q1 2026 | May 22, 2026 |
| Calydon Capital | History | Reduced | 5,657 | 207 | 0.03% | 0.07% | 941 | -2,077 | -26.86% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 5,635 | 207 | 0.0% | 0.0% | 939 | -2,011 | -26.3% | Q1 2026 | May 01, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 5,649 | 207 | 0.0% | 0.0% | 940 | -166 | -2.85% | Q1 2026 | May 05, 2026 |
| BINGHAM PRIVATE WEALTH, LLC | History | New | 5,621 | 206 | 0.16% | — | 943 | +5,621 | New | Q1 2026 | May 07, 2026 |
| Aprio Wealth Management, LLC | History | New | 5,583 | 205 | 0.01% | — | 944 | +5,583 | New | Q1 2026 | May 11, 2026 |
| AlphaCore Capital LLC | History | Reduced | 5,357 | 203 | 0.0% | 0.01% | 947 | -5,246 | -49.48% | Q1 2026 | May 15, 2026 |
| Broderick Brian C | History | Reduced | 5,545 | 203 | 0.04% | 0.06% | 945 | -590 | -9.62% | Q1 2026 | May 07, 2026 |
| Perkins Coie Trust Co | History | No change | 5,542 | 203 | 0.04% | 0.05% | 946 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| North Berkeley Wealth Management, LLC | History | New | 5,500 | 202 | 0.11% | — | 948 | +5,500 | New | Q1 2026 | May 15, 2026 |
| Wellington Grp LLC | History | Reduced | 5,491 | 201 | 0.06% | 0.13% | 949 | -2,272 | -29.27% | Q1 2026 | May 22, 2026 |
| Phillips Wealth Planners LLC | History | New | 4,321 | 200 | 0.15% | — | 951 | +4,321 | New | Q1 2026 | May 14, 2026 |
| IPG Investment Advisors LLC | History | Added to | 5,286 | 200 | 0.03% | 0.04% | 950 | +1,000 | 23.33% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 5,313 | 195 | 0.0% | 0.01% | 952 | +91 | 1.74% | Q1 2026 | May 04, 2026 |
| PMV Capital Advisers, LLC | History | Reduced | 5,287 | 194 | 0.33% | 0.49% | 953 | -14 | -0.26% | Q1 2026 | Apr 16, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 5,225 | 192 | 0.0% | 0.0% | 954 | -54 | -1.02% | Q1 2026 | Apr 13, 2026 |
| Kentucky Trust Co | History | No change | 5,250 | 192 | 0.1% | 0.14% | 955 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 5,128 | 188 | 0.19% | 0.16% | 956 | +2,122 | 70.59% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 5,099 | 187 | 0.01% | 0.01% | 957 | -2,957 | -36.71% | Q1 2026 | Apr 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 5,218 | 186 | 0.02% | 0.03% | 958 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | No change | 5,000 | 184 | 0.02% | 0.03% | 959 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 4,861 | 178 | 0.01% | 0.01% | 960 | -1,985 | -29.0% | Q1 2026 | Apr 21, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 4,860 | 178 | 0.04% | 0.05% | 961 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hyposwiss Advisors SA | History | No change | 4,820 | 177 | 0.17% | 0.24% | 962 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NFSG Corp | History | Added to | 4,727 | 173 | 0.03% | 0.02% | 963 | +2,625 | 124.88% | Q1 2026 | May 05, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 4,526 | 171 | 0.01% | 0.01% | 964 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DARA CAPITAL US, INC. | History | No change | 4,630 | 170 | 0.16% | 0.21% | 965 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Corient IA LLC | History | No change | 4,630 | 170 | 0.16% | 0.22% | 966 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cromwell Holdings LLC | History | Reduced | 4,396 | 166 | 0.09% | 0.16% | 969 | -1,436 | -24.62% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 4,529 | 166 | 0.01% | 0.03% | 968 | -1,154 | -20.31% | Q1 2026 | Apr 30, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | Reduced | 4,529 | 166 | 0.08% | 0.11% | 967 | -7 | -0.15% | Q1 2026 | Apr 20, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 4,493 | 165 | 0.01% | 0.01% | 970 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 4,430 | 163 | 0.02% | 0.04% | 971 | -200 | -4.32% | Q1 2026 | May 04, 2026 |
| CENTRAL TRUST Co | History | Reduced | 4,344 | 159 | 0.0% | 0.0% | 972 | -63 | -1.43% | Q1 2026 | Apr 17, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 4,247 | 156 | 0.01% | 0.02% | 973 | -800 | -15.85% | Q1 2026 | Apr 17, 2026 |
| Purpose Unlimited Inc. | History | New | 4,113 | 151 | 0.01% | — | 975 | +4,113 | New | Q1 2026 | May 15, 2026 |
| Winthrop Capital Management, LLC | History | Added to | 4,108 | 151 | 0.04% | 0.04% | 974 | +750 | 22.33% | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 4,097 | 150 | 0.02% | 0.02% | 977 | +1,219 | 42.36% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 4,100 | 150 | 0.0% | 0.0% | 976 | -125 | -2.96% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | Reduced | 4,067 | 149 | 0.01% | 0.02% | 978 | -699 | -14.67% | Q1 2026 | May 12, 2026 |
| Trifecta Capital Advisors, LLC | History | Added to | 4,016 | 147 | 0.02% | 0.01% | 979 | +2,400 | 148.51% | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | Reduced | 3,872 | 142 | 0.03% | 0.04% | 980 | -4 | -0.1% | Q1 2026 | Apr 24, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 3,843 | 141 | 0.03% | 0.04% | 981 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Curat Global, LLC | History | No change | 3,830 | 140 | 0.14% | 0.22% | 982 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Added to | 3,646 | 134 | 0.0% | 0.0% | 983 | +1,928 | 112.22% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 3,484 | 128 | 0.01% | 0.01% | 985 | +290 | 9.08% | Q1 2026 | Apr 30, 2026 |
| MSA Advisors, LLC | History | No change | 3,500 | 128 | 0.04% | 0.04% | 984 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 3,400 | 124 | 0.02% | — | 986 | +3,400 | New | Q1 2026 | Apr 30, 2026 |
| Opal Wealth Advisors, LLC | History | New | 3,397 | 124 | 0.03% | — | 987 | +3,397 | New | Q1 2026 | Apr 14, 2026 |
| MCF Advisors LLC | History | Added to | 3,177 | 120 | 0.01% | 0.0% | 988 | +3,127 | 6254.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 3,210 | 117 | 0.0% | 0.0% | 989 | +829 | 34.82% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | New | 3,124 | 114 | 0.01% | — | 990 | +3,124 | New | Q1 2026 | May 11, 2026 |
| Center for Financial Planning, Inc. | History | Added to | 3,079 | 113 | 0.01% | 0.01% | 991 | +945 | 44.28% | Q1 2026 | May 04, 2026 |
| TFC Financial Management, Inc. | History | No change | 3,031 | 111 | 0.01% | 0.02% | 992 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 3,000 | 110 | 0.02% | 0.02% | 993 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Miller Global Investments, LLC | History | Reduced | 2,831 | 104 | 0.1% | 0.13% | 995 | -13 | -0.46% | Q1 2026 | Apr 06, 2026 |
| Stephens Consulting, LLC | History | No change | 2,050 | 104 | 0.03% | 0.03% | 994 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Byrne Asset Management LLC | History | Reduced | 2,785 | 102 | 0.06% | 0.1% | 997 | -817 | -22.68% | Q1 2026 | Apr 02, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | No change | 2,780 | 102 | 0.0% | 0.0% | 996 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Evelyn Partners Investment Management LLP | History | Reduced | 2,765 | 101 | 0.0% | 0.0% | 999 | -376 | -11.97% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 2,752 | 101 | 0.01% | 0.01% | 998 | -92 | -3.23% | Q1 2026 | Apr 14, 2026 |
| BOK Financial Private Wealth, Inc. | History | Added to | 2,616 | 99 | 0.01% | 0.01% | 1000 | +116 | 4.64% | Q1 2026 | May 12, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,673 | 98 | 0.01% | 0.01% | 1001 | +1,488 | 125.57% | Q1 2026 | May 11, 2026 |
| Truvestments Capital LLC | History | Added to | 2,617 | 96 | 0.02% | 0.02% | 1002 | +978 | 59.67% | Q1 2026 | May 13, 2026 |
| REXFORD CAPITAL INC | History | Added to | 2,602 | 95 | 0.07% | 0.09% | 1003 | +166 | 6.81% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 2,436 | 89 | 0.0% | 0.01% | 1004 | +323 | 15.29% | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 1,755 | 89 | 0.01% | 0.01% | 1005 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 2,341 | 86 | 0.0% | 0.01% | 1006 | -547 | -18.94% | Q1 2026 | May 07, 2026 |
| Brentview Investment Management LLC | History | No change | 2,334 | 85 | 0.04% | 0.05% | 1007 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,236 | 84 | 0.0% | 0.0% | 1008 | +734 | 48.87% | Q1 2026 | Apr 30, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,307 | 84 | 0.01% | 0.02% | 1009 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 2,269 | 83 | 0.03% | 0.05% | 1010 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,153 | 79 | 0.01% | 0.01% | 1011 | -149 | -6.47% | Q1 2026 | May 13, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 2,130 | 78 | 0.03% | 0.04% | 1012 | -400 | -15.81% | Q1 2026 | Apr 15, 2026 |
| Westerkirk Capital Inc. | History | No change | 2,128 | 78 | 0.01% | 0.01% | 1013 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 2,114 | 77 | 0.01% | 0.01% | 1014 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| General Partner, Inc. | History | No change | 2,080 | 76 | 0.05% | 0.06% | 1015 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,800 | 74 | 0.09% | 0.12% | 1017 | -309 | -14.65% | Q1 2026 | Apr 29, 2026 |
| Parvin Asset Management, LLC | History | No change | 2,015 | 74 | 0.05% | 0.08% | 1016 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | New | 2,003 | 73 | 0.01% | — | 1020 | +2,003 | New | Q1 2026 | Apr 22, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 1,998 | 73 | 0.01% | 0.01% | 1018 | +2 | 0.1% | Q1 2026 | May 12, 2026 |
| Avalon Trust Co | History | No change | 2,000 | 73 | 0.01% | 0.01% | 1019 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | Added to | 1,929 | 70 | 0.02% | 0.02% | 1021 | +385 | 24.94% | Q1 2026 | May 08, 2026 |
| Aventura Private Wealth, LLC | History | Reduced | 1,864 | 68 | 0.02% | 0.05% | 1022 | -675 | -26.59% | Q1 2026 | May 05, 2026 |
| MSRH, LLC | History | No change | 1,868 | 68 | 0.06% | 0.11% | 1023 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pingora Partners LLC | History | Added to | 1,800 | 66 | 0.04% | 0.01% | 1024 | +1,360 | 309.09% | Q1 2026 | May 15, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 1,775 | 65 | 0.03% | 0.04% | 1025 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hilltop National Bank | History | Reduced | 1,716 | 63 | 0.01% | 0.04% | 1026 | -1,404 | -45.0% | Q1 2026 | Apr 02, 2026 |
| Independence Bank of Kentucky | History | Reduced | 1,700 | 62 | 0.01% | 0.03% | 1027 | -2,772 | -61.99% | Q1 2026 | Apr 30, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 1,680 | 61 | 0.03% | 0.03% | 1030 | +606 | 56.42% | Q1 2026 | Apr 30, 2026 |
| JNBA Financial Advisors | History | No change | 1,676 | 61 | 0.01% | 0.01% | 1028 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 1,201 | 61 | 0.05% | 0.05% | 1029 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,592 | 58 | 0.0% | 0.01% | 1031 | -199 | -11.11% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,572 | 57 | 0.03% | 0.01% | 1032 | +1,306 | 490.98% | Q1 2026 | May 13, 2026 |
| Philadelphia Investment Partners, LLC | History | New | 1,466 | 53 | 0.04% | — | 1034 | +1,466 | New | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | Added to | 1,463 | 53 | 0.0% | 0.01% | 1033 | +24 | 1.67% | Q1 2026 | May 07, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1,441 | 52 | 0.01% | — | 1038 | +1,441 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 1,441 | 52 | 0.01% | 0.01% | 1037 | +640 | 79.9% | Q1 2026 | May 13, 2026 |
| City State Bank | History | Added to | 1,440 | 52 | 0.01% | 0.01% | 1036 | +400 | 38.46% | Q1 2026 | Apr 20, 2026 |
| S&T BANK/PA | History | No change | 1,430 | 52 | 0.02% | 0.02% | 1035 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 1,404 | 51 | 0.03% | 0.13% | 1039 | -3,074 | -68.65% | Q1 2026 | May 05, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 1,379 | 50 | 0.0% | 0.05% | 1040 | -19,937 | -93.53% | Q1 2026 | May 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 1,373 | 50 | 0.0% | 0.0% | 1042 | -2,693 | -66.23% | Q1 2026 | May 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 1,319 | 50 | 0.0% | 0.0% | 1041 | +716 | 118.74% | Q1 2026 | May 15, 2026 |
| SHP Wealth Management | History | Reduced | 1,314 | 48 | 0.0% | 0.01% | 1043 | -2 | -0.15% | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 1,309 | 48 | 0.04% | 0.05% | 1044 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 1,053 | 47 | 0.01% | 0.01% | 1045 | -198 | -15.83% | Q1 2026 | May 06, 2026 |
| UNION SAVINGS BANK | History | Reduced | 1,252 | 46 | 0.02% | 0.14% | 1049 | -4,885 | -79.6% | Q1 2026 | Apr 17, 2026 |
| Ares Financial Consulting, LLC | History | New | 1,270 | 46 | 0.04% | — | 1050 | +1,270 | New | Q1 2026 | Apr 02, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 1,277 | 46 | 0.01% | 0.02% | 1047 | -241 | -15.88% | Q1 2026 | Apr 29, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,268 | 46 | 0.0% | 0.0% | 1046 | -228 | -15.24% | Q1 2026 | Apr 30, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 1,260 | 46 | 0.02% | 0.03% | 1048 | +12 | 0.96% | Q1 2026 | May 01, 2026 |
| DANSKE BANK A/S | History | Reduced | 3,300 | 45 | 0.0% | 0.0% | 1051 | -6,700 | -67.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,218 | 44 | 0.0% | — | 1054 | +1,218 | New | Q1 2026 | May 07, 2026 |
| HM PAYSON & CO | History | Reduced | 1,206 | 44 | 0.0% | 0.0% | 1052 | -1,019 | -45.8% | Q1 2026 | Apr 13, 2026 |
| Sunrise Financial Services, LLC | History | Reduced | 1,209 | 44 | 0.03% | 0.08% | 1053 | -975 | -44.64% | Q1 2026 | Apr 29, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,192 | 43 | 0.0% | — | 1057 | +1,192 | New | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 1,179 | 43 | 0.01% | 0.01% | 1056 | -265 | -18.35% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 1,189 | 43 | 0.01% | 0.02% | 1055 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Manitou Investment Management Ltd. | History | No change | 1,159 | 42 | 0.01% | 0.01% | 1058 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,140 | 41 | 0.01% | — | 1061 | +1,140 | New | Q1 2026 | May 13, 2026 |
| Vanguard National Trust Co | History | New | 1,118 | 41 | 0.0% | — | 1060 | +1,118 | New | Q1 2026 | May 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 1,140 | 41 | 0.0% | 0.0% | 1059 | -30 | -2.56% | Q1 2026 | Apr 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 1,115 | 40 | 0.01% | 0.02% | 1062 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 1,080 | 39 | 0.0% | 0.0% | 1063 | -1 | -0.09% | Q1 2026 | Apr 06, 2026 |
| Heritage Wealth Advisors | History | No change | 1,050 | 38 | 0.0% | 0.0% | 1064 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 966 | 35 | 0.0% | 0.0% | 1065 | -530 | -35.43% | Q1 2026 | Apr 23, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 967 | 35 | 0.02% | 0.02% | 1066 | +197 | 25.58% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 946 | 34 | 0.0% | 0.0% | 1067 | +780 | 469.88% | Q1 2026 | May 14, 2026 |
| TSFG, LLC | History | Reduced | 900 | 33 | 0.01% | 0.01% | 1068 | -600 | -40.0% | Q1 2026 | Apr 27, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 894 | 32 | 0.02% | 0.0% | 1070 | +871 | 3786.96% | Q1 2026 | May 08, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 874 | 32 | 0.02% | 0.05% | 1072 | -495 | -36.16% | Q1 2026 | May 12, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 895 | 32 | 0.01% | 0.01% | 1069 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kennebec Savings Bank | History | No change | 892 | 32 | 0.03% | 0.04% | 1071 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| True Wealth Design, LLC | History | Added to | 822 | 30 | 0.01% | 0.01% | 1074 | +464 | 129.61% | Q1 2026 | Apr 13, 2026 |
| Lavaca Capital LLC | History | No change | 840 | 30 | 0.01% | 0.01% | 1073 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 841 | 30 | 0.0% | 0.0% | 1075 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Align Financial, LLC | History | Reduced | 812 | 29 | 0.02% | 0.02% | 1081 | -40,503 | -98.03% | Q1 2026 | May 08, 2026 |
| Aviso Financial Inc. | History | Reduced | 808 | 29 | 0.0% | 0.01% | 1080 | -3,484 | -81.17% | Q1 2026 | May 13, 2026 |
| SRH ADVISORS, LLC | History | No change | 800 | 29 | 0.01% | 0.01% | 1076 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Community Bank, N.A. | History | No change | 806 | 29 | 0.0% | 0.0% | 1077 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Solstein Capital, LLC | History | No change | 794 | 29 | 0.01% | 0.02% | 1078 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Missouri Trust & Investment Co | History | No change | 800 | 29 | 0.01% | 0.01% | 1079 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 761 | 27 | 0.0% | 0.01% | 1082 | -1,628 | -68.15% | Q1 2026 | Apr 28, 2026 |
| Tidemark, LLC | History | Added to | 747 | 27 | 0.01% | 0.0% | 1083 | +597 | 398.0% | Q1 2026 | May 07, 2026 |
| Scarborough Advisors, LLC | History | New | 717 | 26 | 0.0% | — | 1088 | +717 | New | Q1 2026 | May 07, 2026 |
| Medallion Wealth Advisors, LLC | History | Added to | 710 | 26 | 0.01% | 0.0% | 1087 | +454 | 177.34% | Q1 2026 | Apr 24, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | Reduced | 715 | 26 | 0.01% | 0.01% | 1084 | -240 | -25.13% | Q1 2026 | Apr 29, 2026 |
| Quent Capital, LLC | History | Reduced | 726 | 26 | 0.0% | 0.0% | 1085 | -144 | -16.55% | Q1 2026 | Apr 28, 2026 |
| Colonial Trust Co / SC | History | Reduced | 728 | 26 | 0.0% | 0.01% | 1086 | -65 | -8.2% | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 695 | 25 | 0.01% | — | 1094 | +695 | New | Q1 2026 | May 08, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 692 | 25 | 0.01% | 0.01% | 1091 | +150 | 27.68% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Reduced | 697 | 25 | 0.0% | 0.0% | 1092 | -140 | -16.73% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 700 | 25 | 0.0% | 0.0% | 1089 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CHELSEA COUNSEL CO | History | No change | 500 | 25 | 0.01% | 0.01% | 1090 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 684 | 25 | 0.01% | 0.02% | 1093 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 621 | 22 | 0.01% | — | 1100 | +621 | New | Q1 2026 | Apr 13, 2026 |
| Financial Life Planners | History | New | 603 | 22 | 0.02% | — | 1101 | +603 | New | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 607 | 22 | 0.0% | 0.0% | 1096 | -190 | -23.84% | Q1 2026 | Apr 20, 2026 |
| Costello Asset Management, INC | History | Added to | 600 | 22 | 0.01% | 0.01% | 1098 | +97 | 19.28% | Q1 2026 | Apr 30, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 600 | 22 | 0.0% | 0.0% | 1095 | -42 | -6.54% | Q1 2026 | May 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 619 | 22 | 0.0% | 0.0% | 1097 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Kozak & Associates, Inc. | History | No change | 593 | 22 | 0.0% | 0.01% | 1099 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TrinityBridge Ltd | History | No change | 570 | 21 | 0.0% | 0.0% | 1102 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Granite FO LLC | History | No change | 590 | 21 | 0.01% | 0.02% | 1103 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Reflection Asset Management | History | No change | 395 | 21 | 0.01% | 0.01% | 1104 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 549 | 20 | 0.0% | 0.0% | 1105 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 561 | 20 | 0.01% | 0.01% | 1106 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 534 | 19 | 0.0% | 0.0% | 1107 | -60 | -10.1% | Q1 2026 | Apr 28, 2026 |
| Dunhill Financial, LLC | History | No change | 540 | 19 | 0.0% | 0.01% | 1108 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wall Street Financial Group, Inc. | History | New | 512 | 18 | 0.01% | — | 1115 | +512 | New | Q1 2026 | May 05, 2026 |
| Roxbury Financial LLC | History | Added to | 500 | 18 | 0.02% | 0.02% | 1113 | +100 | 25.0% | Q1 2026 | Apr 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 495 | 18 | 0.0% | 0.01% | 1112 | +43 | 9.51% | Q1 2026 | Apr 06, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 513 | 18 | 0.0% | 0.0% | 1110 | -30 | -5.52% | Q1 2026 | Apr 23, 2026 |
| ALLIANZ SE | History | No change | 506 | 18 | 0.0% | 0.0% | 1109 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 491 | 18 | 0.01% | 0.01% | 1111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 493 | 18 | 0.02% | 0.02% | 1114 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 481 | 17 | 0.01% | 0.01% | 1123 | +250 | 108.23% | Q1 2026 | Apr 20, 2026 |
| MASECO LLP | History | Reduced | 471 | 17 | 0.0% | 0.0% | 1122 | -103 | -17.94% | Q1 2026 | Apr 21, 2026 |
| Rossby Financial, LCC | History | Added to | 482 | 17 | 0.0% | 0.01% | 1121 | +42 | 9.55% | Q1 2026 | May 11, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 472 | 17 | 0.01% | 0.01% | 1116 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| ATWOOD & PALMER INC | History | No change | 488 | 17 | 0.0% | 0.0% | 1117 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| J.Safra Asset Management Corp | History | No change | 466 | 17 | 0.0% | 0.0% | 1118 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Red Tortoise LLC | History | No change | 476 | 17 | 0.01% | 0.01% | 1119 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 470 | 17 | 0.01% | 0.01% | 1120 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Roble, Belko & Company, Inc | History | Reduced | 428 | 16 | 0.0% | 0.01% | 1126 | -464 | -52.02% | Q1 2026 | Apr 16, 2026 |
| Blume Capital Management, Inc. | History | Added to | 437 | 16 | 0.0% | 0.0% | 1125 | +362 | 482.67% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Reduced | 444 | 16 | 0.0% | 0.0% | 1127 | -104 | -18.98% | Q1 2026 | Apr 06, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 450 | 16 | 0.0% | 0.01% | 1124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DAGCO, INC. | History | No change | 450 | 16 | 0.0% | 0.01% | 1128 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 444 | 16 | 0.0% | 0.0% | 1129 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| POM Investment Strategies, LLC | History | No change | 454 | 16 | 0.02% | 0.01% | 1130 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WPG Advisers, LLC | History | Reduced | 417 | 15 | 0.01% | 0.06% | 1135 | -1,130 | -73.04% | Q1 2026 | Apr 29, 2026 |
| WealthCollab, LLC | History | Reduced | 421 | 15 | 0.01% | 0.01% | 1133 | -117 | -21.75% | Q1 2026 | May 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 415 | 15 | 0.0% | 0.0% | 1131 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Disciplina Capital Management LLC | History | No change | 416 | 15 | 0.0% | 0.0% | 1132 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CURIO WEALTH, LLC | History | No change | 415 | 15 | 0.01% | 0.01% | 1134 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MRP Capital Investments, LLC | History | New | 400 | 14 | 0.01% | — | 1138 | +400 | New | Q1 2026 | May 14, 2026 |
| Berbice Capital Management LLC | History | New | 400 | 14 | 0.01% | — | 1140 | +400 | New | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 396 | 14 | 0.0% | — | 1139 | +396 | New | Q1 2026 | May 08, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 407 | 14 | 0.01% | 0.0% | 1136 | +185 | 83.33% | Q1 2026 | May 05, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 383 | 14 | 0.0% | 0.0% | 1137 | +30 | 8.5% | Q1 2026 | Apr 27, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 374 | 13 | 0.01% | — | 1144 | +374 | New | Q1 2026 | Apr 08, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 350 | 13 | 0.0% | 0.0% | 1142 | +100 | 40.0% | Q1 2026 | May 07, 2026 |
| First Command Advisory Services, Inc. | History | No change | 366 | 13 | 0.0% | 0.0% | 1141 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 268 | 13 | 0.02% | 0.02% | 1143 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VSM Wealth Advisory, LLC | History | New | 350 | 12 | 0.0% | — | 1150 | +350 | New | Q1 2026 | May 05, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 328 | 12 | 0.0% | 0.0% | 1146 | -3 | -0.91% | Q1 2026 | Apr 24, 2026 |
| Basepoint Wealth LLC | History | Added to | 343 | 12 | 0.01% | 0.01% | 1148 | +1 | 0.29% | Q1 2026 | May 07, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 340 | 12 | 0.0% | 0.0% | 1145 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 240 | 12 | 0.0% | 0.0% | 1147 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| NorthAvenue LLC | History | No change | 331 | 12 | 0.01% | 0.01% | 1149 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Ascentis Independent Advisors | History | New | 325 | 11 | 0.0% | — | 1155 | +325 | New | Q1 2026 | Apr 28, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 300 | 11 | 0.0% | 0.0% | 1151 | -27 | -8.26% | Q1 2026 | May 07, 2026 |
| Citizens National Bank Trust Department | History | No change | 300 | 11 | 0.0% | 0.0% | 1152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IAG Wealth Partners, LLC | History | No change | 326 | 11 | 0.0% | 0.0% | 1153 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MTM Investment Management, LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 1154 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STANCE CAPITAL LLC | History | New | 289 | 10 | 0.0% | — | 1160 | +289 | New | Q1 2026 | May 13, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 275 | 10 | 0.0% | 0.0% | 1158 | -50 | -15.38% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | Added to | 299 | 10 | 0.01% | 0.01% | 1157 | +7 | 2.4% | Q1 2026 | May 13, 2026 |
| Silicon Valley Capital Partners | History | No change | 276 | 10 | 0.0% | 0.0% | 1156 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Vision Retirement, LLC | History | No change | 286 | 10 | 0.0% | 0.0% | 1159 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 253 | 9 | 0.01% | — | 1167 | +253 | New | Q1 2026 | May 05, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 240 | 9 | 0.0% | 0.0% | 1162 | -169 | -41.32% | Q1 2026 | Apr 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 264 | 9 | 0.0% | 0.0% | 1165 | -89 | -25.21% | Q1 2026 | Apr 17, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 250 | 9 | 0.0% | 0.0% | 1161 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacific Center for Financial Services | History | No change | 270 | 9 | 0.0% | 0.0% | 1163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Piscataqua Savings Bank | History | No change | 250 | 9 | 0.01% | 0.01% | 1164 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 260 | 9 | 0.0% | 0.01% | 1166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | Reduced | 241 | 8 | 0.0% | 0.03% | 1174 | -7,251 | -96.78% | Q1 2026 | May 15, 2026 |
| Valued Wealth Advisors LLC | History | Added to | 221 | 8 | 0.0% | 0.0% | 1169 | +126 | 132.63% | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | No change | 230 | 8 | 0.0% | 0.0% | 1168 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Bank & Trust Co | History | No change | 233 | 8 | 0.01% | 0.01% | 1170 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 162 | 8 | 0.01% | 0.01% | 1171 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 218 | 8 | 0.01% | 0.01% | 1172 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 224 | 8 | 0.01% | 0.01% | 1173 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Caldwell Trust Co | History | No change | 220 | 8 | 0.0% | 0.0% | 1175 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 215 | 7 | 0.0% | 0.01% | 1180 | -400 | -65.04% | Q1 2026 | Apr 10, 2026 |
| VISION FINANCIAL MARKETS LLC | History | New | 200 | 7 | 0.01% | — | 1185 | +200 | New | Q1 2026 | Apr 24, 2026 |
| Orion Capital Management LLC | History | New | 200 | 7 | 0.0% | — | 1186 | +200 | New | Q1 2026 | May 14, 2026 |
| PFS Partners, LLC | History | New | 200 | 7 | 0.0% | — | 1189 | +200 | New | Q1 2026 | Apr 09, 2026 |
| Trask Adam Roland | History | New | 200 | 7 | 0.01% | — | 1190 | +200 | New | Q1 2026 | May 15, 2026 |
| Magnolia Wealth Management, LLC | History | New | 197 | 7 | 0.0% | — | 1187 | +197 | New | Q1 2026 | May 06, 2026 |
| Arlington Trust Co LLC | History | New | 197 | 7 | 0.0% | — | 1188 | +197 | New | Q1 2026 | Apr 08, 2026 |
| Avion Wealth | History | Added to | 205 | 7 | 0.0% | 0.0% | 1181 | +105 | 105.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | Reduced | 198 | 7 | 0.0% | 0.0% | 1179 | -80 | -28.78% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | No change | 212 | 7 | 0.0% | 0.0% | 1176 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 199 | 7 | 0.0% | 0.0% | 1177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | No change | 200 | 7 | 0.0% | 0.0% | 1178 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Archer Investment Corp | History | No change | 204 | 7 | 0.0% | 0.0% | 1182 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 197 | 7 | 0.0% | 0.0% | 1183 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Graney & King, LLC | History | No change | 200 | 7 | 0.0% | 0.01% | 1184 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 159 | 6 | 0.0% | 0.0% | 1193 | -220 | -58.05% | Q1 2026 | May 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 186 | 6 | 0.0% | 0.0% | 1192 | -171 | -47.9% | Q1 2026 | May 06, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 165 | 6 | 0.0% | 0.01% | 1197 | -11 | -6.25% | Q1 2026 | Apr 07, 2026 |
| ALERUS FINANCIAL NA | History | No change | 186 | 6 | 0.0% | 0.0% | 1191 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tacita Capital Inc | History | No change | 169 | 6 | 0.0% | 0.0% | 1194 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sachetta, LLC | History | No change | 178 | 6 | 0.0% | 0.0% | 1195 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| YANKCOM Partnership | History | No change | 190 | 6 | 0.0% | 0.0% | 1196 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 147 | 5 | 0.0% | 0.02% | 1203 | -648 | -81.51% | Q1 2026 | Apr 28, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 150 | 5 | 0.0% | 0.0% | 1200 | -171 | -53.27% | Q1 2026 | Apr 23, 2026 |
| REAP Financial Group, LLC | History | New | 155 | 5 | 0.0% | — | 1212 | +155 | New | Q1 2026 | May 11, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 151 | 5 | 0.0% | — | 1210 | +151 | New | Q1 2026 | May 15, 2026 |
| United Community Bank | History | New | 142 | 5 | 0.0% | — | 1211 | +142 | New | Q1 2026 | Apr 24, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 147 | 5 | 0.0% | 0.0% | 1198 | +93 | 172.22% | Q1 2026 | Apr 30, 2026 |
| Kilter Group LLC | History | Added to | 147 | 5 | 0.0% | 0.0% | 1206 | +31 | 26.72% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 163 | 5 | 0.0% | 0.01% | 1209 | -18 | -9.94% | Q1 2026 | May 08, 2026 |
| Aspect Partners, LLC | History | Added to | 160 | 5 | 0.0% | 0.0% | 1201 | +15 | 10.34% | Q1 2026 | Apr 02, 2026 |
| Tripletail Wealth Management, LLC | History | Reduced | 158 | 5 | 0.01% | 0.01% | 1207 | -11 | -6.51% | Q1 2026 | May 14, 2026 |
| Pacifica Partners Inc. | History | No change | 153 | 5 | 0.0% | 0.0% | 1199 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 139 | 5 | 0.0% | 0.0% | 1202 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bank of Jackson Hole Trust | History | No change | 160 | 5 | 0.0% | 0.0% | 1204 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Hughes Financial Services, LLC | History | No change | 152 | 5 | 0.0% | 0.0% | 1205 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Benson Wealth Management INC | History | No change | 163 | 5 | 0.01% | 0.01% | 1208 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bravera Wealth | History | Reduced | 121 | 4 | 0.0% | 0.0% | 1220 | -62 | -33.88% | Q1 2026 | Apr 22, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 116 | 4 | 0.0% | 0.0% | 1213 | +26 | 28.89% | Q1 2026 | Apr 21, 2026 |
| Capital Analysts, LLC | History | No change | 117 | 4 | 0.0% | 0.0% | 1214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| First PREMIER Bank | History | No change | 100 | 4 | 0.0% | 0.0% | 1215 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Newton One Investments LLC | History | No change | 115 | 4 | 0.0% | 0.0% | 1216 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 115 | 4 | 0.0% | 0.0% | 1217 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Financial Freedom, LLC | History | No change | 115 | 4 | 0.0% | 0.0% | 1218 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Dorato Capital Management | History | No change | 126 | 4 | 0.0% | 0.01% | 1219 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PITTENGER & ANDERSON INC | History | Reduced | 100 | 3 | 0.0% | 0.0% | 1222 | -915 | -90.15% | Q1 2026 | May 01, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 82 | 3 | 0.0% | 0.0% | 1223 | -355 | -81.24% | Q1 2026 | May 08, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 70 | 3 | 0.0% | 0.01% | 1224 | -342 | -83.01% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Reduced | 100 | 3 | 0.0% | 0.0% | 1233 | -265 | -72.6% | Q1 2026 | May 01, 2026 |
| Nemes Rush Group LLC | History | Reduced | 106 | 3 | 0.0% | 0.0% | 1234 | -112 | -51.38% | Q1 2026 | Apr 21, 2026 |
| Forum Finance Group S.A. | History | New | 103 | 3 | 0.0% | — | 1242 | +103 | New | Q1 2026 | May 07, 2026 |
| Groupe la Francaise | History | New | 100 | 3 | 0.0% | — | 1240 | +100 | New | Q1 2026 | May 21, 2026 |
| PlanVest Financial, Inc | History | New | 84 | 3 | 0.0% | — | 1243 | +84 | New | Q1 2026 | May 14, 2026 |
| Wealth Science Advisors LLC | History | New | 66 | 3 | 0.0% | — | 1241 | +66 | New | Q1 2026 | Apr 08, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 100 | 3 | 0.0% | 0.0% | 1221 | +40 | 66.67% | Q1 2026 | May 11, 2026 |
| Hamrick Investment Counsel, llc | History | Added to | 90 | 3 | 0.0% | 0.0% | 1238 | +40 | 80.0% | Q1 2026 | May 11, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 95 | 3 | 0.0% | 0.0% | 1227 | +27 | 39.71% | Q1 2026 | Apr 17, 2026 |
| Walsh & Associates, LLC | History | Added to | 89 | 3 | 0.0% | 0.0% | 1239 | +7 | 8.54% | Q1 2026 | May 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 86 | 3 | 0.0% | 0.0% | 1226 | -4 | -4.44% | Q1 2026 | May 06, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 105 | 3 | 0.0% | 0.0% | 1225 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 90 | 3 | 0.0% | 0.0% | 1228 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Team Financial Group, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 1229 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 96 | 3 | 0.0% | 0.0% | 1230 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Wealth Strategies & Associates | History | No change | 100 | 3 | 0.0% | 0.0% | 1231 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| SWAN Capital LLC | History | No change | 95 | 3 | 0.0% | 0.0% | 1232 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gold Investment Management Ltd. | History | No change | 100 | 3 | 0.0% | 0.0% | 1235 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Motiv8 Investments LLC | History | No change | 61 | 3 | 0.0% | 0.0% | 1236 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Sarver Vrooman Wealth Advisors | History | No change | 100 | 3 | 0.0% | 0.0% | 1237 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Legend Capital Advisors LLC | History | New | 75 | 2 | 0.0% | — | 1265 | +75 | New | Q1 2026 | May 15, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 73 | 2 | 0.0% | — | 1266 | +73 | New | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | New | 72 | 2 | 0.0% | — | 1263 | +72 | New | Q1 2026 | Apr 28, 2026 |
| HOEY INVESTMENTS, INC | History | Reduced | 68 | 2 | 0.0% | 0.0% | 1249 | -50 | -42.37% | Q1 2026 | Apr 28, 2026 |
| Mosley Wealth Management | History | New | 43 | 2 | 0.0% | — | 1264 | +43 | New | Q1 2026 | Apr 27, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 66 | 2 | 0.0% | 0.0% | 1261 | -17 | -20.48% | Q1 2026 | May 11, 2026 |
| Smithfield Trust Co | History | Reduced | 68 | 2 | 0.0% | 0.0% | 1245 | -2 | -2.86% | Q1 2026 | May 08, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 67 | 2 | 0.0% | 0.0% | 1244 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Horrell Capital Management, Inc. | History | No change | 70 | 2 | 0.0% | 0.0% | 1246 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CKW FINANCIAL GROUP | History | No change | 50 | 2 | 0.0% | 0.0% | 1247 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| West Branch Capital LLC | History | No change | 78 | 2 | 0.0% | 0.0% | 1248 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 1250 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 1251 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HighMark Wealth Management LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 1252 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 1253 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 80 | 2 | 0.0% | 0.0% | 1254 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| New Millennium Group LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 1255 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 66 | 2 | 0.0% | 0.0% | 1256 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 1257 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 1258 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Fairman Group, LLC | History | No change | 63 | 2 | 0.0% | 0.0% | 1259 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 76 | 2 | 0.0% | 0.0% | 1260 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 68 | 2 | 0.0% | 0.0% | 1262 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 42 | 1 | 0.0% | 0.0% | 1270 | -186 | -81.58% | Q1 2026 | Apr 15, 2026 |
| Essential Partners LLC | History | New | 47 | 1 | 0.0% | — | 1286 | +47 | New | Q1 2026 | May 21, 2026 |
| Dogwood Wealth Management LLC | History | New | 44 | 1 | 0.0% | — | 1285 | +44 | New | Q1 2026 | May 12, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 42 | 1 | 0.0% | — | 1280 | +42 | New | Q1 2026 | Apr 28, 2026 |
| Richardson Capital Management LLC | History | New | 40 | 1 | 0.0% | — | 1281 | +40 | New | Q1 2026 | May 12, 2026 |
| Synergy Investment Management, LLC | History | New | 40 | 1 | 0.0% | — | 1284 | +40 | New | Q1 2026 | May 14, 2026 |
| Leo H. Evart, Inc. | History | New | 39 | 1 | 0.0% | — | 1283 | +39 | New | Q1 2026 | May 13, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 29 | 1 | 0.0% | — | 1282 | +29 | New | Q1 2026 | May 04, 2026 |
| Key Capital Management, INC | History | Added to | 42 | 1 | 0.0% | — | 1279 | +24 | 133.33% | Q1 2026 | May 07, 2026 |
| American Capital Advisory, LLC | History | Added to | 45 | 1 | 0.0% | 0.0% | 1277 | +14 | 45.16% | Q1 2026 | Apr 29, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | Added to | 35 | 1 | 0.0% | 0.0% | 1276 | +7 | 25.0% | Q1 2026 | Apr 27, 2026 |
| CITY HOLDING CO | History | No change | 51 | 1 | 0.0% | 0.0% | 1267 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FEDERATED HERMES, INC. | History | No change | 46 | 1 | 0.0% | 0.0% | 1268 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| COUNTRY TRUST BANK | History | No change | 38 | 1 | 0.0% | 0.0% | 1269 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Riverview Trust Co | History | No change | 42 | 1 | 0.0% | 0.0% | 1271 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 1272 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NVWM, LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 1273 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| GoalVest Advisory LLC | History | No change | 51 | 1 | 0.0% | 0.0% | 1274 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Coston, McIsaac & Partners | History | No change | 40 | 1 | 0.0% | 0.0% | 1275 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bernard Wealth Management Corp. | History | No change | 40 | 1 | 0.0% | 0.0% | 1278 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.86% | — | -4,807,279 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.02% | — | -983,717 | -100.0% | Q1 2026 | May 15, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -969,015 | -100.0% | Q1 2026 | May 12, 2026 |
| Vantage Investment Partners, LLC | History | Closed out | 0 | 0 | — | 1.87% | — | -549,469 | -100.0% | Q1 2026 | May 01, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -475,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Longaeva Partners L.P. | History | Closed out | 0 | 0 | — | 1.9% | — | -444,266 | -100.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.04% | — | -431,484 | -100.0% | Q1 2026 | May 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -336,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -274,272 | -100.0% | Q1 2026 | May 14, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.65% | — | -274,101 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TB Alternative Assets Ltd. | History | Closed out | 0 | 0 | — | 2.22% | — | -266,165 | -100.0% | Q1 2026 | Apr 16, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -262,659 | -100.0% | Q1 2026 | May 15, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -229,960 | -100.0% | Q1 2026 | May 15, 2026 |
| Heirloom Wealth Management | History | Closed out | 0 | 0 | — | 2.49% | — | -211,886 | -100.0% | Q1 2026 | Apr 14, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 1.63% | — | -208,905 | -100.0% | Q1 2026 | Apr 27, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 2.55% | — | -200,465 | -100.0% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 1.88% | — | -193,853 | -100.0% | Q1 2026 | Apr 20, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -188,444 | -100.0% | Q1 2026 | May 14, 2026 |
| MILFORD FUNDS LTD | History | Closed out | 0 | 0 | — | 0.16% | — | -156,298 | -100.0% | Q1 2026 | May 14, 2026 |
| Obermeyer Wealth Partners | History | Closed out | 0 | 0 | — | 0.33% | — | -140,797 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Arrow Capital Pty Ltd | History | Closed out | 0 | 0 | — | 6.34% | — | -130,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Foresight Group Ltd Liability Partnership | History | Closed out | 0 | 0 | — | 6.06% | — | -123,759 | -100.0% | Q1 2026 | May 04, 2026 |
| Biondo Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -93,371 | -100.0% | Q1 2026 | May 14, 2026 |
| NICHOLAS COMPANY, INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -90,890 | -100.0% | Q1 2026 | May 04, 2026 |
| Korea Investment CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -89,531 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -86,011 | -100.0% | Q1 2026 | May 15, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -83,329 | -100.0% | Q1 2026 | May 12, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.84% | — | -82,999 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Closed out | 0 | 0 | — | 0.03% | — | -82,740 | -100.0% | Q1 2026 | May 04, 2026 |
| Brookmont Capital Management | History | Closed out | 0 | 0 | — | 2.32% | — | -78,859 | -100.0% | Q1 2026 | May 15, 2026 |
| Kanen Wealth Management LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -75,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Sivik Global Healthcare LLC | History | Closed out | 0 | 0 | — | 1.11% | — | -75,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quantitative Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -74,969 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital Investment Counsel, LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -73,253 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Avidity Partners Management LP | History | Closed out | 0 | 0 | — | 0.99% | — | -67,300 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -63,378 | -100.0% | Q1 2026 | May 14, 2026 |
| CMT Capital Markets Trading GmbH | History | Closed out | 0 | 0 | — | 0.03% | — | -62,226 | -100.0% | Q1 2026 | May 15, 2026 |
| Boston Common Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -61,958 | -100.0% | Q1 2026 | May 07, 2026 |
| IAMS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -56,963 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.85% | — | -56,916 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -53,853 | -100.0% | Q1 2026 | May 15, 2026 |
| Autumn Glory Partners, LLC | History | Closed out | 0 | 0 | — | 0.96% | — | -53,634 | -100.0% | Q1 2026 | May 04, 2026 |
| Havemeyer Place LP | History | Closed out | 0 | 0 | — | 0.5% | — | -50,223 | -100.0% | Q1 2026 | May 13, 2026 |
| Truffle Hound Capital, LLC | History | Closed out | 0 | 0 | — | 0.66% | — | -50,000 | -100.0% | Q1 2026 | May 07, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -49,800 | -100.0% | Q1 2026 | May 12, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -44,997 | -100.0% | Q1 2026 | May 15, 2026 |
| Ravenswood Partners LP | History | Closed out | 0 | 0 | — | 0.71% | — | -41,825 | -100.0% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -40,000 | -100.0% | Q1 2026 | May 15, 2026 |
| PINNBROOK CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.28% | — | -39,141 | -100.0% | Q1 2026 | May 14, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -38,985 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Rare Wolf Capital LLC | History | Closed out | 0 | 0 | — | 1.19% | — | -37,465 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -36,518 | -100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -35,000 | -100.0% | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -34,691 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.05% | — | -34,151 | -100.0% | Q1 2026 | May 08, 2026 |
| POTOMAC FUND MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.06% | — | -32,510 | -100.0% | Q1 2026 | May 14, 2026 |
| KAVAR CAPITAL PARTNERS GROUP, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -31,509 | -100.0% | Q1 2026 | Apr 16, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -31,500 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -31,433 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -28,571 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Advisory Resource Group | History | Closed out | 0 | 0 | — | 0.25% | — | -27,523 | -100.0% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Closed out | 0 | 0 | — | 0.0% | — | -27,426 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortune Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -27,127 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Union Heritage Capital, LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -27,073 | -100.0% | Q1 2026 | May 20, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -26,795 | -100.0% | Q1 2026 | May 14, 2026 |
| Teewinot Capital Advisers, L.L.C. | History | Closed out | 0 | 0 | — | 0.1% | — | -26,125 | -100.0% | Q1 2026 | May 15, 2026 |
| CHILTON INVESTMENT CO INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -25,397 | -100.0% | Q1 2026 | May 15, 2026 |
| GUARDCAP ASSET MANAGEMENT Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -25,221 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.03% | — | -24,650 | -100.0% | Q1 2026 | May 13, 2026 |
| Runnymede Capital Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.72% | — | -24,604 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.06% | — | -23,154 | -100.0% | Q1 2026 | May 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Closed out | 0 | 0 | — | 0.07% | — | -23,036 | -100.0% | Q1 2026 | Apr 14, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -22,900 | -100.0% | Q1 2026 | May 08, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -22,054 | -100.0% | Q1 2026 | May 13, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -21,951 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Bank of New Hampshire | History | Reduced | 15 | 0 | — | 0.23% | — | -20,538 | -99.93% | Q1 2026 | Apr 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -20,217 | -100.0% | Q1 2026 | May 01, 2026 |
| INSPIRE TRUST CO, N.A. | History | Closed out | 0 | 0 | — | 0.17% | — | -20,000 | -100.0% | Q1 2026 | May 11, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -19,726 | -100.0% | Q1 2026 | May 14, 2026 |
| Smart Money Group LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -19,646 | -100.0% | Q1 2026 | May 05, 2026 |
| ALTFEST L J & CO INC | History | Closed out | 0 | 0 | — | 0.11% | — | -19,377 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.2% | — | -16,917 | -100.0% | Q1 2026 | May 15, 2026 |
| Vienna Asset Management LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -16,360 | -100.0% | Q1 2026 | May 12, 2026 |
| Integrated Advisors Network LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -15,684 | -100.0% | Q1 2026 | Apr 28, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,413 | -100.0% | Q1 2026 | May 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Closed out | 0 | 0 | — | 0.05% | — | -14,346 | -100.0% | Q1 2026 | May 12, 2026 |
| CONNABLE OFFICE INC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,209 | -100.0% | Q1 2026 | Apr 29, 2026 |
| May Hill Capital, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -12,106 | -100.0% | Q1 2026 | May 06, 2026 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Lighthouse Financial LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -11,171 | -100.0% | Q1 2026 | May 13, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | — | 0.02% | — | -10,890 | -100.0% | Q1 2026 | May 06, 2026 |
| Hamilton Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,720 | -100.0% | Q1 2026 | May 18, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,228 | -100.0% | Q1 2026 | May 07, 2026 |
| Precision Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,128 | -100.0% | Q1 2026 | May 06, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.05% | — | -9,466 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | Closed out | 0 | 0 | — | 0.3% | — | -9,455 | -100.0% | Q1 2026 | May 07, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,249 | -100.0% | Q1 2026 | Apr 08, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -9,089 | -100.0% | Q1 2026 | May 01, 2026 |
| FULTON BANK, N.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,045 | -100.0% | Q1 2026 | Apr 24, 2026 |
| SOMERVILLE KURT F | History | Closed out | 0 | 0 | — | 0.08% | — | -8,975 | -100.0% | Q1 2026 | May 08, 2026 |
| Beacon Financial Advisory LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,869 | -100.0% | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,831 | -100.0% | Q1 2026 | May 15, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -8,669 | -100.0% | Q1 2026 | May 01, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,631 | -100.0% | Q1 2026 | May 13, 2026 |
| InTrack Investment Management Inc | History | Closed out | 0 | 0 | — | 0.24% | — | -8,480 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.03% | — | -8,434 | -100.0% | Q1 2026 | May 07, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,187 | -100.0% | Q1 2026 | May 01, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -8,048 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Investment Partners Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.25% | — | -8,029 | -100.0% | Q1 2026 | Apr 07, 2026 |
| HBW ADVISORY SERVICES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,966 | -100.0% | Q1 2026 | May 04, 2026 |
| Wiser Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -7,602 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Sharp Wealth Advisory, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -7,600 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,303 | -100.0% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,247 | -100.0% | Q1 2026 | May 15, 2026 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,223 | -100.0% | Q1 2026 | May 13, 2026 |
| Hardy Reed LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,177 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Centric Wealth Management | History | Closed out | 0 | 0 | — | 0.09% | — | -6,887 | -100.0% | Q1 2026 | May 12, 2026 |
| FSM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,788 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MJP ASSOCIATES INC /ADV | History | Closed out | 0 | 0 | — | 0.04% | — | -6,764 | -100.0% | Q1 2026 | May 05, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -6,534 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Kercheville Advisors, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,300 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Essex LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -6,242 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LRT Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -6,234 | -100.0% | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,105 | -100.0% | Q1 2026 | May 05, 2026 |
| Fairfield Financial Advisors, LTD | History | Closed out | 0 | 0 | — | 0.1% | — | -6,066 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FDx Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -6,017 | -100.0% | Q1 2026 | May 01, 2026 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -6,000 | -100.0% | Q1 2026 | May 12, 2026 |
| INTERCAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -6,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,950 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Armstrong, Fleming & Moore, Inc | History | Closed out | 0 | 0 | — | 0.14% | — | -5,878 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Valmark Advisers, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,870 | -100.0% | Q1 2026 | May 01, 2026 |
| Cyndeo Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,847 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,719 | -100.0% | Q1 2026 | May 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,717 | -100.0% | Q1 2026 | May 08, 2026 |
| Frontier Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,679 | -100.0% | Q1 2026 | May 06, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,639 | -100.0% | Q1 2026 | May 04, 2026 |
| GFS Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,625 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,601 | -100.0% | Q1 2026 | Apr 23, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,585 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Red Wave Investments LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,509 | -100.0% | Q1 2026 | May 08, 2026 |
| Quantum Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -5,506 | -100.0% | Q1 2026 | May 01, 2026 |
| FORTRESS PRIVATE LEDGER, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -5,486 | -100.0% | Q1 2026 | May 13, 2026 |
| PARK NATIONAL CORP /OH/ | History | Closed out | 0 | 0 | — | 0.01% | — | -5,438 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Arlington Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -5,422 | -100.0% | Q1 2026 | May 01, 2026 |
| Hudson Portfolio Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -5,415 | -100.0% | Q1 2026 | May 14, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,394 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Asio Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,386 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Elefante Mark B | History | Closed out | 0 | 0 | — | 0.17% | — | -5,370 | -100.0% | Q1 2026 | May 14, 2026 |
| Mission Creek Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -5,342 | -100.0% | Q1 2026 | May 14, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,340 | -100.0% | Q1 2026 | May 15, 2026 |
| Elm Partners Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,330 | -100.0% | Q1 2026 | May 13, 2026 |
| True North Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,305 | -100.0% | Q1 2026 | May 07, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,223 | -100.0% | Q1 2026 | Apr 15, 2026 |
| INTRUST BANK NA | History | Closed out | 0 | 0 | — | 0.02% | — | -5,215 | -100.0% | Q1 2026 | May 06, 2026 |
| Samjo Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -5,200 | -100.0% | Q1 2026 | May 15, 2026 |
| DEFINED WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -5,199 | -100.0% | Q1 2026 | Apr 17, 2026 |
| a16z Perennial Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,176 | -100.0% | Q1 2026 | May 11, 2026 |
| BNC WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,058 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,052 | -100.0% | Q1 2026 | May 11, 2026 |
| Accretive Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,045 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Harbour Wealth Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -5,034 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -5,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,950 | -100.0% | Q1 2026 | May 05, 2026 |
| ASPIRIANT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,941 | -100.0% | Q1 2026 | May 12, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,929 | -100.0% | Q1 2026 | May 12, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,795 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Sargent Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,776 | -100.0% | Q1 2026 | May 11, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,774 | -100.0% | Q1 2026 | May 11, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,769 | -100.0% | Q1 2026 | May 11, 2026 |
| Fulcrum Equity Management | History | Closed out | 0 | 0 | — | 0.23% | — | -4,734 | -100.0% | Q1 2026 | Apr 02, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,717 | -100.0% | Q1 2026 | May 05, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,696 | -100.0% | Q1 2026 | May 12, 2026 |
| STRATEGY ASSET MANAGERS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,694 | -100.0% | Q1 2026 | May 12, 2026 |
| Raab & Moskowitz Asset Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,571 | -100.0% | Q1 2026 | May 21, 2026 |
| Clear Harbor Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,552 | -100.0% | Q1 2026 | May 05, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,531 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Ellevest, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,529 | -100.0% | Q1 2026 | May 11, 2026 |
| Telos Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,519 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Martin Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,484 | -100.0% | Q1 2026 | May 13, 2026 |
| Signet Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -4,468 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Tyche Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,460 | -100.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,445 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Chancellor Financial Group WB LP | History | Closed out | 0 | 0 | — | 0.15% | — | -4,414 | -100.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,391 | -100.0% | Q1 2026 | May 14, 2026 |
| BURNS J W & CO INC/NY | History | Closed out | 0 | 0 | — | 0.02% | — | -4,350 | -100.0% | Q1 2026 | Apr 17, 2026 |
| PATTON ALBERTSON MILLER GROUP, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,337 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Innova Wealth Partners | History | Closed out | 0 | 0 | — | 0.11% | — | -4,337 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Wealthspire Retirement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,319 | -100.0% | Q1 2026 | May 13, 2026 |
| Painted Porch Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,312 | -100.0% | Q1 2026 | May 14, 2026 |
| RIA Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,298 | -100.0% | Q1 2026 | Apr 23, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,287 | -100.0% | Q1 2026 | May 21, 2026 |
| PLIMOTH TRUST CO LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,275 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.06% | — | -4,270 | -100.0% | Q1 2026 | May 12, 2026 |
| Brucke Financial, Inc. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,260 | -100.0% | Q1 2026 | Apr 10, 2026 |
| BEACON FINANCIAL GROUP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,248 | -100.0% | Q1 2026 | Apr 30, 2026 |
| LJI Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,239 | -100.0% | Q1 2026 | May 04, 2026 |
| Colorado Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -4,209 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Trajan Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,200 | -100.0% | Q1 2026 | May 13, 2026 |
| Jefferson Bridge Capital, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -4,149 | -100.0% | Q1 2026 | May 07, 2026 |
| EVERPAR ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,145 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,134 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Aljian Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,129 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.03% | — | -4,118 | -100.0% | Q1 2026 | May 12, 2026 |
| Marin Bay Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,110 | -100.0% | Q1 2026 | May 11, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,101 | -100.0% | Q1 2026 | May 07, 2026 |
| Avise Financial Cooperative, Inc. | History | Closed out | 0 | 0 | — | 0.18% | — | -4,041 | -100.0% | Q1 2026 | Apr 22, 2026 |
| PACES FERRY WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,040 | -100.0% | Q1 2026 | May 06, 2026 |
| VIAWEALTH, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,036 | -100.0% | Q1 2026 | May 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,035 | -100.0% | Q1 2026 | Apr 15, 2026 |
| TRUE Private Wealth Advisors | History | Closed out | 0 | 0 | — | 0.02% | — | -4,017 | -100.0% | Q1 2026 | May 15, 2026 |
| Abundance Wealth Counselors | History | Closed out | 0 | 0 | — | 0.03% | — | -4,007 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,002 | -100.0% | Q1 2026 | May 04, 2026 |
| FCA CORP /TX | History | Closed out | 0 | 0 | — | 0.06% | — | -4,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,987 | -100.0% | Q1 2026 | May 15, 2026 |
| Encompass More Asset Management | History | Closed out | 0 | 0 | — | 0.04% | — | -3,976 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -3,956 | -100.0% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,954 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,233 | -100.0% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,181 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -2,435 | -100.0% | Q1 2026 | May 15, 2026 |
| PALLADIEM, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -2,279 | -100.0% | Q1 2026 | May 06, 2026 |
| Ceeto Capital Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,206 | -100.0% | Q1 2026 | May 14, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -1,572 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -1,077 | -100.0% | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,034 | -100.0% | Q1 2026 | May 04, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | Apr 09, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -988 | -100.0% | Q1 2026 | May 19, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -985 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -926 | -100.0% | Q1 2026 | May 06, 2026 |
| Olistico Wealth, LLC | History | Reduced | 16 | 0 | — | 0.02% | — | -885 | -98.22% | Q1 2026 | Apr 08, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -859 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -859 | -100.0% | Q1 2026 | May 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -802 | -100.0% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -676 | -100.0% | Q1 2026 | May 15, 2026 |
| Accent Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -550 | -100.0% | Q1 2026 | May 11, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -538 | -100.0% | Q1 2026 | May 08, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -501 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BankPlus Trust Department | History | Closed out | 0 | 0 | — | 0.01% | — | -400 | -100.0% | Q1 2026 | May 11, 2026 |
| LM Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -332 | -100.0% | Q1 2026 | May 13, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -310 | -100.0% | Q1 2026 | May 04, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -246 | -100.0% | Q1 2026 | May 01, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -241 | -100.0% | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -213 | -100.0% | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q1 2026 | May 11, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 18 | 0 | — | 0.0% | — | -99 | -84.62% | Q1 2026 | May 07, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -99 | -100.0% | Q1 2026 | May 11, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -92 | -100.0% | Q1 2026 | May 11, 2026 |
| Inlight Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -90 | -100.0% | Q1 2026 | May 04, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 14, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -81 | -100.0% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -70 | -87.5% | Q1 2026 | May 15, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 14, 2026 |
| CGC Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Luken Investment Analytics, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -58 | -100.0% | Q1 2026 | May 12, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -50 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 15, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 14, 2026 |
| Fairway Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Apr 23, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 01, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -25 | -100.0% | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 15, 2026 |
| Nova Wealth Management, Inc. | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 1 | 0 | — | — | — | -12 | -92.31% | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Reduced | 26 | 0 | — | 0.0% | — | -10 | -27.78% | Q1 2026 | Apr 10, 2026 |
| Hurley Capital, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 06, 2026 |
| Beacon Capital Management, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Winch Advisory Services, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Richard W. Paul & Associates, LLC | History | No change | 20 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 19 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |