Organon & Co. - OGN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 36,916,382 | 264,690 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 31,717,028 | 189,984 | 0.0% | 0.0% | 2 | +751,009 | 2.43% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 21,846,036 | 130,857 | 0.01% | — | 3 | +21,846,036 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 11,737,018 | 70,304 | 0.0% | — | 4 | +11,737,018 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 9,956,774 | 59,641 | 0.0% | 0.0% | 5 | +359,013 | 3.74% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 7,259,730 | 43,486 | 0.09% | 0.12% | 6 | -212,699 | -2.85% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 7,081,535 | 42,418 | 0.02% | 0.0% | 7 | +6,620,587 | 1436.3% | Q1 2026 | May 15, 2026 |
| KAHN BROTHERS GROUP INC | History | Added to | 5,536,993 | 33,166 | 5.88% | 4.61% | 8 | +1,907,542 | 52.56% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 5,011,100 | 30,016 | 0.02% | 0.01% | 9 | +2,581,360 | 106.24% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,759,337 | 28,515 | 0.0% | 0.0% | 10 | +158,860 | 3.45% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 4,374,108 | 26,200 | 0.75% | 0.91% | 11 | +27,035 | 0.62% | Q1 2026 | May 08, 2026 |
| Think Investments LP | History | New | 4,000,000 | 23,960 | 3.14% | — | 12 | +4,000,000 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 3,471,579 | 20,794 | 0.0% | 0.0% | 13 | -823,423 | -19.17% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,450,626 | 20,186 | 0.01% | 0.03% | 14 | -5,120,332 | -59.74% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,362,349 | 20,140 | 0.0% | 0.0% | 15 | +455,581 | 15.67% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,292,684 | 19,723 | 0.0% | 0.0% | 16 | +113,542 | 3.57% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,265,280 | 19,552 | 0.0% | 0.01% | 17 | -118,860 | -3.51% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 3,227,320 | 19,331 | 0.01% | 0.01% | 18 | +1,415,239 | 78.1% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 3,137,020 | 18,790 | 0.02% | 0.02% | 19 | +966,544 | 44.53% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,930,090 | 17,551 | 0.0% | 0.0% | 20 | +144,516 | 5.19% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,662,152 | 15,946 | 0.01% | 0.01% | 21 | -742,172 | -21.8% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,558,692 | 15,326 | 0.0% | 0.0% | 22 | +2,523,365 | 7142.88% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,551,660 | 15,284 | 0.0% | 0.0% | 23 | +1,004,594 | 64.94% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 2,309,039 | 13,831 | 0.02% | 0.01% | 24 | +1,217,325 | 111.51% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,231,761 | 13,368 | 0.0% | 0.0% | 25 | -29,164 | -1.29% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Added to | 2,226,714 | 13,338 | 0.0% | 0.0% | 26 | +4,466 | 0.2% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,736,800 | 12,452 | 0.02% | 0.02% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,914,114 | 11,465 | 0.0% | 0.0% | 28 | +93,695 | 5.15% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 1,857,000 | 11,123 | 0.03% | 0.02% | 29 | +195,100 | 11.74% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,689,210 | 10,118 | 0.0% | 0.02% | 30 | -5,192,956 | -75.46% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,612,057 | 9,656 | 0.0% | — | 31 | +1,612,057 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,605,325 | 9,615 | 0.0% | 0.0% | 32 | -275,290 | -14.64% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 1,375,960 | 8,242 | 0.03% | — | 33 | +1,375,960 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,260,689 | 7,551 | 0.0% | 0.0% | 34 | +25,495 | 2.06% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 1,257,055 | 7,529 | 0.02% | 0.07% | 35 | -1,396,762 | -52.63% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 1,086,369 | 6,507 | 0.02% | 0.02% | 36 | -141,854 | -11.55% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 1,082,748 | 6,485 | 0.01% | 0.01% | 37 | -90,965 | -7.75% | Q1 2026 | May 11, 2026 |
| M&G Plc | History | Added to | 1,003,250 | 6,019 | 0.03% | 0.04% | 38 | +10,938 | 1.1% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 950,172 | 5,691 | 0.02% | 0.0% | 39 | +939,871 | 9124.08% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 933,176 | 5,589 | 0.01% | 0.0% | 40 | +493,209 | 112.1% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 930,094 | 5,571 | 0.02% | 0.02% | 41 | +29,114 | 3.23% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 918,824 | 5,503 | 0.01% | 0.0% | 42 | +557,892 | 154.57% | Q1 2026 | May 15, 2026 |
| Sio Capital Management, LLC | History | Reduced | 865,908 | 5,186 | 0.74% | 3.86% | 43 | -2,555,857 | -74.69% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 720,512 | 5,166 | 0.0% | 0.0% | 44 | +589,628 | 450.5% | Q1 2026 | May 15, 2026 |
| BEDDOW CAPITAL MANAGEMENT INC | History | No change | 666,725 | 4,780 | 1.8% | 1.8% | 45 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 778,905 | 4,665 | 0.0% | 0.0% | 46 | -24,724 | -3.08% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 754,240 | 4,517 | 0.0% | 0.0% | 47 | +123,442 | 19.57% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 738,502 | 4,423 | 0.0% | 0.0% | 48 | -1,041,346 | -58.51% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 700,599 | 4,196 | 0.0% | 0.0% | 49 | -210,289 | -23.09% | Q1 2026 | May 11, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 691,625 | 4,142 | 0.03% | 0.03% | 50 | +85,126 | 14.04% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 678,043 | 4,061 | 0.0% | 0.0% | 51 | -101,725 | -13.05% | Q1 2026 | May 08, 2026 |
| Walleye Capital LLC | History | Reduced | 645,725 | 3,867 | 0.02% | 0.04% | 52 | -1,297,154 | -66.76% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 596,772 | 3,574 | 0.0% | 0.0% | 53 | +90,721 | 17.93% | Q1 2026 | May 11, 2026 |
| Bridgewater Associates, LP | History | Reduced | 594,483 | 3,560 | 0.02% | 0.02% | 54 | -314,742 | -34.62% | Q1 2026 | May 15, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 570,000 | 3,414 | 0.36% | — | 55 | +570,000 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 523,472 | 3,135 | 0.01% | 0.01% | 56 | -1,951 | -0.37% | Q1 2026 | May 11, 2026 |
| Douglas Lane & Associates, LLC | History | Added to | 522,642 | 3,130 | 0.05% | 0.05% | 57 | +36,897 | 7.6% | Q1 2026 | Apr 15, 2026 |
| Swiss National Bank | History | No change | 512,575 | 3,070 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 491,421 | 2,943 | 0.0% | 0.0% | 59 | +20,859 | 4.43% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 485,509 | 2,908 | 0.0% | 0.0% | 60 | -28,522 | -5.55% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 477,736 | 2,861 | 0.0% | 0.0% | 61 | -128,616 | -21.21% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 476,488 | 2,854 | 0.05% | 0.07% | 62 | +70,326 | 17.31% | Q1 2026 | Apr 27, 2026 |
| Nuveen, LLC | History | Added to | 468,931 | 2,808 | 0.0% | 0.0% | 63 | +32,928 | 7.55% | Q1 2026 | Apr 30, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 448,874 | 2,688 | 0.01% | 0.01% | 64 | +1,213 | 0.27% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Reduced | 425,031 | 2,545 | 0.0% | 0.0% | 65 | -10,469 | -2.4% | Q1 2026 | May 05, 2026 |
| Trexquant Investment LP | History | New | 402,790 | 2,412 | 0.02% | — | 66 | +402,790 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 402,000 | 2,407 | 0.0% | 0.0% | 67 | -1,778,956 | -81.57% | Q1 2026 | May 12, 2026 |
| CM Management, LLC | History | Added to | 400,000 | 2,396 | 2.0% | 1.21% | 68 | +200,000 | 100.0% | Q1 2026 | May 08, 2026 |
| VestGen Advisors, LLC | History | New | 170,619 | 2,270 | 0.06% | — | 69 | +170,619 | New | Q1 2026 | May 14, 2026 |
| SECTOR GAMMA AS | History | Added to | 375,974 | 2,252 | 0.53% | 0.49% | 70 | +75,974 | 25.32% | Q1 2026 | May 07, 2026 |
| CIBC Bancorp USA Inc. | History | New | 340,721 | 2,040 | 0.0% | — | 71 | +340,721 | New | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 336,976 | 2,018 | 0.0% | 0.0% | 72 | +1,340 | 0.4% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 327,935 | 1,964 | 0.0% | 0.0% | 73 | +34,503 | 11.76% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 327,075 | 1,959 | 0.0% | 0.0% | 74 | +84,497 | 34.83% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 318,180 | 1,905 | 0.0% | — | 75 | +318,180 | New | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 264,857 | 1,899 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 311,300 | 1,864 | 0.0% | 0.0% | 77 | -35,300 | -10.18% | Q1 2026 | May 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 254,500 | 1,824 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 300,900 | 1,802 | 0.0% | 0.01% | 79 | -173,700 | -36.6% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 299,663 | 1,794 | 0.0% | 0.0% | 80 | +23,456 | 8.49% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 240,527 | 1,753 | 0.0% | 0.0% | 81 | -33,864 | -12.34% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 298,326 | 1,700 | 0.0% | 0.0% | 82 | +18,748 | 6.71% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 282,913 | 1,694 | 0.0% | 0.0% | 83 | -214,969 | -43.18% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 281,114 | 1,683 | 0.0% | — | 84 | +281,114 | New | Q1 2026 | May 08, 2026 |
| PDT Partners, LLC | History | Added to | 277,407 | 1,661 | 0.1% | 0.1% | 85 | +55,787 | 25.17% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 274,128 | 1,641 | 0.02% | 0.02% | 86 | -4,251 | -1.53% | Q1 2026 | Apr 20, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 266,200 | 1,594 | 0.01% | 0.02% | 87 | -821,900 | -75.54% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 265,024 | 1,587 | 0.0% | 0.01% | 88 | -98,466 | -27.09% | Q1 2026 | May 15, 2026 |
| Orographic Financial Advisors, LLC | History | New | 254,200 | 1,522 | 1.08% | — | 89 | +254,200 | New | Q1 2026 | May 19, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 246,852 | 1,478 | 0.01% | 0.0% | 90 | +115,300 | 87.65% | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 238,000 | 1,425 | 0.0% | 0.01% | 91 | -447,831 | -65.3% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 233,051 | 1,395 | 0.02% | 0.05% | 92 | -155,468 | -40.02% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 241,412 | 1,378 | 0.0% | 0.0% | 93 | +229,383 | 1906.92% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 228,776 | 1,370 | 0.11% | — | 94 | +228,776 | New | Q1 2026 | Apr 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 228,772 | 1,370 | 0.0% | — | 95 | +228,772 | New | Q1 2026 | May 08, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 227,971 | 1,365 | 0.16% | 0.14% | 96 | +60,213 | 35.89% | Q1 2026 | May 01, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 225,178 | 1,348 | 0.0% | 0.0% | 97 | -5,249 | -2.28% | Q1 2026 | May 08, 2026 |
| Poehling Capital Management, INC. | History | Added to | 219,288 | 1,313 | 0.28% | 0.32% | 98 | +2,796 | 1.29% | Q1 2026 | Apr 21, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 217,900 | 1,305 | 0.0% | — | 99 | +217,900 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 216,319 | 1,296 | 0.0% | 0.0% | 100 | -59,767 | -21.65% | Q1 2026 | Apr 16, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 206,121 | 1,235 | 0.0% | 0.0% | 101 | -78,324 | -27.54% | Q1 2026 | Apr 27, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 202,676 | 1,214 | 0.0% | 0.0% | 102 | +6,270 | 3.19% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 201,132 | 1,206 | 0.0% | 0.0% | 103 | +34,011 | 20.35% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 197,452 | 1,182 | 0.0% | 0.0% | 104 | +3,110 | 1.6% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 190,057 | 1,139 | 0.0% | 0.0% | 105 | +85,657 | 82.05% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 182,846 | 1,095 | 0.01% | — | 106 | +182,846 | New | Q1 2026 | May 14, 2026 |
| Howard Capital Management Inc. | History | No change | 178,927 | 1,071 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 173,529 | 1,039 | 0.0% | 0.0% | 108 | -5,110 | -2.86% | Q1 2026 | May 01, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 167,327 | 1,002 | 0.0% | 0.0% | 109 | +37,952 | 29.33% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 163,067 | 976 | 0.01% | 0.02% | 110 | -53,950 | -24.86% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | New | 162,915 | 975 | 0.03% | — | 111 | +162,915 | New | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 156,721 | 938 | 0.1% | 0.13% | 112 | -101,248 | -39.25% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 153,140 | 917 | 0.0% | 0.0% | 113 | -16,720 | -9.84% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 151,606 | 908 | 0.0% | 0.0% | 114 | -1,934 | -1.26% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 151,038 | 904 | 0.01% | 0.01% | 115 | -488 | -0.32% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 145,445 | 871 | 0.0% | 0.0% | 116 | +122,621 | 537.25% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 136,800 | 819 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 128,309 | 768 | 0.04% | 0.04% | 118 | +16,916 | 15.19% | Q1 2026 | May 15, 2026 |
| KLCM Advisors, Inc. | History | Reduced | 123,957 | 742 | 0.06% | 0.06% | 119 | -22,408 | -15.31% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 102,986 | 738 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 121,873 | 730 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 115,640 | 692 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 116,433 | 691 | 0.0% | 0.0% | 123 | +2,628 | 2.31% | Q1 2026 | May 08, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 115,300 | 690 | 0.01% | 0.01% | 124 | -3,800 | -3.19% | Q1 2026 | Apr 20, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 111,174 | 666 | 0.0% | 0.0% | 125 | +2,373 | 2.18% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 110,499 | 661 | 0.0% | 0.0% | 126 | +39,767 | 56.22% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 109,975 | 658 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 107,295 | 642 | 0.0% | 0.0% | 128 | -59,766 | -35.77% | Q1 2026 | May 15, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 105,723 | 633 | 0.07% | 0.09% | 129 | +13 | 0.01% | Q1 2026 | May 06, 2026 |
| Walleye Trading LLC | History | Added to | 104,300 | 624 | 0.0% | 0.0% | 130 | +30,100 | 40.57% | Q1 2026 | May 08, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 100,796 | 603 | 0.07% | 0.19% | 131 | -128,434 | -56.03% | Q1 2026 | Apr 28, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 93,576 | 560 | 0.01% | 0.0% | 132 | +33,698 | 56.28% | Q1 2026 | May 12, 2026 |
| Handelsbanken Fonder AB | History | Added to | 91,200 | 546 | 0.0% | 0.0% | 133 | +18,200 | 24.93% | Q1 2026 | Apr 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 90,134 | 539 | 0.0% | 0.0% | 134 | +13,424 | 17.5% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 88,851 | 532 | 0.0% | — | 135 | +88,851 | New | Q1 2026 | May 05, 2026 |
| VARCOV Co. | History | Reduced | 87,302 | 522 | 0.19% | 0.53% | 136 | -100,174 | -53.43% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 86,822 | 520 | 0.0% | 0.01% | 137 | -64,880 | -42.77% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 85,664 | 513 | 0.0% | 0.01% | 138 | +7,219 | 9.2% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 89,236 | 508 | 0.09% | — | 139 | +89,236 | New | Q1 2026 | May 12, 2026 |
| Jain Global LLC | History | Reduced | 84,732 | 507 | 0.0% | 0.0% | 140 | -42,600 | -33.46% | Q1 2026 | May 15, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 84,334 | 505 | 0.07% | 0.12% | 141 | -28,677 | -25.38% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 68,972 | 494 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Amundi | History | Added to | 80,944 | 484 | 0.0% | 0.0% | 143 | +36,961 | 84.03% | Q1 2026 | May 15, 2026 |
| Atlas Brown,Inc. | History | Added to | 80,177 | 480 | 0.14% | 0.16% | 144 | +5,340 | 7.14% | Q1 2026 | Apr 17, 2026 |
| AMALGAMATED BANK | History | Reduced | 79,412 | 476 | 0.0% | 0.0% | 145 | -6,103 | -7.14% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Reduced | 79,042 | 473 | 0.0% | 0.0% | 146 | -60,757 | -43.46% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 78,257 | 468 | 0.0% | 0.0% | 147 | -6,582 | -7.76% | Q1 2026 | May 08, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 77,600 | 464 | 0.04% | — | 148 | +77,600 | New | Q1 2026 | May 12, 2026 |
| Arnhold LLC | History | No change | 77,030 | 461 | 0.03% | 0.04% | 149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 75,586 | 452 | 0.0% | 0.0% | 150 | -2,577 | -3.3% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 75,233 | 449 | 0.0% | 0.0% | 151 | +51,977 | 223.5% | Q1 2026 | May 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 73,164 | 438 | 0.04% | — | 152 | +73,164 | New | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 71,334 | 427 | 0.0% | 0.0% | 153 | +7,100 | 11.05% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 71,412 | 427 | 0.0% | 0.0% | 154 | -1,324 | -1.82% | Q1 2026 | May 01, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 70,060 | 419 | 0.0% | 0.01% | 155 | -19,600 | -21.86% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 68,821 | 412 | 0.0% | 0.0% | 156 | +65,645 | 2066.91% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 67,753 | 405 | 0.0% | 0.01% | 157 | -170 | -0.25% | Q1 2026 | Apr 24, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 67,237 | 402 | 0.25% | 0.35% | 158 | -17,592 | -20.74% | Q1 2026 | Apr 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 65,333 | 391 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 64,743 | 387 | 0.0% | — | 160 | +64,743 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 64,292 | 385 | 0.0% | 0.0% | 161 | -71 | -0.11% | Q1 2026 | May 01, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 59,459 | 356 | 0.0% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 58,657 | 351 | 0.0% | — | 163 | +58,657 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 58,527 | 350 | 0.01% | 0.01% | 164 | +13,071 | 28.76% | Q1 2026 | Apr 22, 2026 |
| Sterneck Capital Management, LLC | History | No change | 58,485 | 350 | 0.16% | 0.19% | 165 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 58,400 | 349 | 0.0% | 0.0% | 166 | +3,000 | 5.42% | Q1 2026 | Apr 29, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 55,206 | 330 | 0.0% | — | 167 | +55,206 | New | Q1 2026 | May 01, 2026 |
| State of Wyoming | History | Added to | 54,310 | 325 | 0.04% | 0.04% | 168 | +3,958 | 7.86% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 52,816 | 316 | 0.0% | 0.0% | 169 | +3,899 | 7.97% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 52,616 | 315 | 0.0% | 0.0% | 170 | -2,770 | -5.0% | Q1 2026 | May 06, 2026 |
| Jump Financial, LLC | History | New | 52,456 | 314 | 0.0% | — | 172 | +52,456 | New | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 52,525 | 314 | 0.0% | 0.0% | 171 | +22,539 | 75.17% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 52,272 | 313 | 0.03% | 0.01% | 173 | +19,609 | 60.03% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 51,950 | 311 | 0.0% | — | 175 | +51,950 | New | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 51,981 | 311 | 0.0% | 0.0% | 174 | -1,596 | -2.98% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 50,836 | 304 | 0.0% | 0.0% | 176 | -31,706 | -38.41% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 50,111 | 300 | 0.0% | 0.0% | 177 | -5,838 | -10.43% | Q1 2026 | Apr 22, 2026 |
| Maryland State Retirement & Pension System | History | No change | 49,930 | 299 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Reduced | 49,019 | 293 | 0.0% | 0.0% | 179 | -2,044 | -4.0% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 48,073 | 287 | 0.0% | 0.0% | 180 | +788 | 1.67% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | New | 47,623 | 285 | 0.0% | — | 182 | +47,623 | New | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 44,952 | 285 | 0.0% | 0.0% | 181 | -31,595 | -41.28% | Q1 2026 | Apr 08, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 47,340 | 283 | 0.01% | — | 183 | +47,340 | New | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 45,847 | 274 | 0.01% | 0.01% | 184 | -15,682 | -25.49% | Q1 2026 | Apr 24, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 45,763 | 274 | 0.0% | 0.0% | 185 | +6,907 | 17.78% | Q1 2026 | Apr 22, 2026 |
| CSS LLC/IL | History | Added to | 45,433 | 272 | 0.01% | 0.01% | 186 | +28,140 | 162.72% | Q1 2026 | May 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 44,661 | 268 | 0.01% | 0.01% | 187 | -560 | -1.24% | Q1 2026 | Apr 24, 2026 |
| Radnor Capital Management, LLC | History | No change | 43,316 | 259 | 0.04% | 0.05% | 188 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Focus Partners Wealth | History | Reduced | 42,991 | 257 | 0.0% | 0.0% | 189 | -11,430 | -21.0% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 42,405 | 254 | 0.0% | 0.0% | 190 | +13,403 | 46.21% | Q1 2026 | May 05, 2026 |
| Vestcor Inc | History | No change | 41,888 | 251 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 41,067 | 245 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 37,530 | 224 | 0.0% | — | 193 | +37,530 | New | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 37,200 | 222 | 0.0% | 0.0% | 194 | -359,536 | -90.62% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 36,820 | 220 | 0.0% | 0.0% | 195 | -148,147 | -80.09% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 36,396 | 218 | 0.0% | 0.0% | 196 | +7,742 | 27.02% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 35,880 | 214 | 0.0% | 0.0% | 197 | +2,533 | 7.6% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 35,494 | 212 | 0.0% | 0.01% | 198 | -19,089 | -34.97% | Q1 2026 | May 12, 2026 |
| SEB Asset Management AB | History | New | 35,107 | 210 | 0.0% | — | 200 | +35,107 | New | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 35,184 | 210 | 0.0% | 0.0% | 199 | -728 | -2.03% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 34,450 | 206 | 0.02% | 0.03% | 201 | -5,802 | -14.41% | Q1 2026 | Apr 24, 2026 |
| Fruth Investment Management | History | Reduced | 33,800 | 202 | 0.05% | 0.07% | 202 | -1,050 | -3.01% | Q1 2026 | Apr 21, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 33,577 | 201 | 0.0% | 0.0% | 203 | -5,015 | -12.99% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Added to | 33,312 | 199 | 0.0% | 0.0% | 204 | +9,128 | 37.74% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 33,079 | 198 | 0.0% | 0.0% | 205 | -4,465 | -11.89% | Q1 2026 | May 05, 2026 |
| BFSG, LLC | History | Added to | 32,968 | 197 | 0.02% | 0.02% | 206 | +580 | 1.79% | Q1 2026 | Apr 28, 2026 |
| AE Wealth Management LLC | History | Reduced | 32,724 | 196 | 0.0% | 0.0% | 207 | -312 | -0.94% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 32,441 | 194 | 0.0% | 0.0% | 208 | -33,459 | -50.77% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | Reduced | 30,774 | 184 | 0.0% | 0.0% | 210 | -22,963 | -42.73% | Q1 2026 | May 15, 2026 |
| Range Financial Group LLC | History | Added to | 30,746 | 184 | 0.06% | 0.06% | 209 | +4,767 | 18.35% | Q1 2026 | Apr 30, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 29,753 | 178 | 0.0% | 0.0% | 211 | +39 | 0.13% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 28,406 | 170 | 0.0% | 0.0% | 212 | +16,915 | 147.2% | Q1 2026 | May 05, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 28,001 | 167 | 0.01% | 0.01% | 213 | +11,000 | 64.7% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 27,591 | 165 | 0.01% | 0.01% | 215 | -2,486 | -8.27% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 27,467 | 165 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 26,726 | 160 | 0.0% | 0.0% | 216 | -12,881 | -32.52% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 26,383 | 158 | 0.0% | 0.0% | 217 | -18,846 | -41.67% | Q1 2026 | May 12, 2026 |
| Krilogy Financial LLC | History | Reduced | 16,509 | 154 | 0.0% | 0.01% | 218 | -5,603 | -25.34% | Q1 2026 | Apr 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 25,758 | 154 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CACTI ASSET MANAGEMENT LLC | History | No change | 25,000 | 149 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Bayforest Capital Ltd | History | Reduced | 24,749 | 148 | 0.17% | 0.24% | 222 | -20,278 | -45.04% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Reduced | 24,639 | 148 | 0.0% | 0.01% | 221 | -1,451 | -5.56% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 24,628 | 147 | 0.0% | 0.0% | 223 | -678 | -2.68% | Q1 2026 | May 12, 2026 |
| Venture Visionary Partners LLC | History | Reduced | 24,195 | 144 | 0.0% | 0.01% | 224 | -22,861 | -48.58% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | New | 23,455 | 140 | 0.0% | — | 225 | +23,455 | New | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 22,923 | 137 | 0.0% | 0.0% | 226 | -9,639 | -29.6% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 22,731 | 136 | 0.0% | 0.0% | 227 | +294 | 1.31% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 22,481 | 134 | 0.0% | — | 229 | +22,481 | New | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | New | 22,403 | 134 | 0.0% | — | 230 | +22,403 | New | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 22,429 | 134 | 0.0% | 0.0% | 228 | -524 | -2.28% | Q1 2026 | Apr 30, 2026 |
| Gilman Hill Asset Management, LLC | History | No change | 21,740 | 130 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 21,249 | 127 | 0.0% | 0.0% | 232 | -1,065 | -4.77% | Q1 2026 | May 08, 2026 |
| ARGA Investment Management, LP | History | No change | 20,735 | 124 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 20,164 | 123 | 0.01% | 0.01% | 234 | -6,744 | -25.06% | Q1 2026 | Apr 27, 2026 |
| Forum Finance Group S.A. | History | New | 24,000 | 117 | 0.06% | — | 235 | +24,000 | New | Q1 2026 | May 07, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 19,492 | 116 | 0.0% | 0.0% | 236 | -7,027 | -26.5% | Q1 2026 | May 14, 2026 |
| BTG Pactual Asset Management US LLC | History | Added to | 19,456 | 116 | 0.01% | 0.01% | 237 | +3,199 | 19.68% | Q1 2026 | May 14, 2026 |
| DnB Asset Management AS | History | New | 18,926 | 113 | 0.0% | — | 239 | +18,926 | New | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 19,006 | 113 | 0.0% | 0.0% | 238 | -155 | -0.81% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 18,520 | 110 | 0.0% | 0.0% | 240 | +5,233 | 39.38% | Q1 2026 | May 13, 2026 |
| EMC Capital Management | History | No change | 15,167 | 109 | 0.05% | 0.05% | 241 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 18,160 | 108 | 0.01% | — | 242 | +18,160 | New | Q1 2026 | May 12, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 17,230 | 103 | 0.0% | 0.01% | 243 | -30,410 | -63.83% | Q1 2026 | May 07, 2026 |
| FAYEZ SAROFIM & CO | History | Reduced | 16,797 | 100 | 0.0% | 0.0% | 244 | -400 | -2.33% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 16,669 | 99 | 0.0% | 0.0% | 245 | -22,999 | -57.98% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | New | 15,979 | 95 | 0.0% | — | 247 | +15,979 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 15,779 | 95 | 0.0% | 0.0% | 246 | -5,794 | -26.86% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 15,733 | 94 | 0.0% | 0.0% | 248 | +4,423 | 39.11% | Q1 2026 | Apr 27, 2026 |
| AXQ CAPITAL, LP | History | New | 15,532 | 93 | 0.01% | — | 249 | +15,532 | New | Q1 2026 | May 13, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 15,485 | 92 | 0.03% | 0.02% | 250 | +7,853 | 102.9% | Q1 2026 | May 08, 2026 |
| Kendall Capital Management | History | Reduced | 15,228 | 91 | 0.02% | 0.03% | 251 | -2,152 | -12.38% | Q1 2026 | Apr 24, 2026 |
| EntryPoint Capital, LLC | History | No change | 15,231 | 91 | 0.03% | 0.04% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | New | 14,989 | 89 | 0.0% | — | 253 | +14,989 | New | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 14,333 | 85 | 0.0% | — | 254 | +14,333 | New | Q1 2026 | May 04, 2026 |
| Sagewood Asset Management LP | History | Reduced | 14,145 | 84 | 0.03% | 0.13% | 256 | -36,535 | -72.09% | Q1 2026 | May 13, 2026 |
| Utah Retirement Systems | History | No change | 14,070 | 84 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bill Few Associates, Inc. | History | New | 13,942 | 83 | 0.02% | — | 259 | +13,942 | New | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 13,873 | 83 | 0.0% | — | 258 | +13,873 | New | Q1 2026 | May 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 13,959 | 83 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 13,739 | 82 | 0.0% | 0.01% | 260 | -1,082 | -7.3% | Q1 2026 | Apr 21, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 13,841 | 82 | 0.0% | 0.0% | 261 | -161 | -1.15% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 13,605 | 81 | 0.0% | 0.0% | 262 | -426 | -3.04% | Q1 2026 | Apr 27, 2026 |
| LMR Partners LLP | History | New | 13,213 | 79 | 0.0% | — | 265 | +13,213 | New | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 13,347 | 79 | 0.0% | 0.0% | 264 | -6,887 | -34.04% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 13,248 | 79 | 0.0% | 0.0% | 263 | -376 | -2.76% | Q1 2026 | Apr 23, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,916 | 77 | 0.0% | 0.0% | 266 | -4,616 | -26.33% | Q1 2026 | May 14, 2026 |
| Quantessence Capital LLC | History | New | 12,833 | 76 | 0.37% | — | 267 | +12,833 | New | Q1 2026 | May 15, 2026 |
| WEALTH EFFECTS LLC | History | New | 12,512 | 74 | 0.03% | — | 269 | +12,512 | New | Q1 2026 | Apr 21, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 12,500 | 74 | 0.0% | 0.0% | 268 | +6,100 | 95.31% | Q1 2026 | May 11, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 12,296 | 73 | 0.0% | 0.01% | 270 | -3,060 | -19.93% | Q1 2026 | May 12, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 11,833 | 70 | 0.0% | 0.0% | 271 | -533 | -4.31% | Q1 2026 | Apr 30, 2026 |
| Wallace Advisory Group, LLC | History | No change | 11,711 | 70 | 0.07% | 0.09% | 272 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 11,643 | 69 | 0.0% | 0.0% | 273 | -15,487 | -57.08% | Q1 2026 | Apr 30, 2026 |
| EXCALIBUR MANAGEMENT CORP | History | Reduced | 11,629 | 69 | 0.02% | 0.03% | 274 | -657 | -5.35% | Q1 2026 | May 05, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 11,561 | 69 | 0.0% | 0.0% | 275 | -110 | -0.94% | Q1 2026 | May 15, 2026 |
| Invst, LLC | History | Reduced | 11,054 | 66 | 0.01% | 0.01% | 276 | -796 | -6.72% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 10,688 | 64 | 0.0% | 0.0% | 277 | -960 | -8.24% | Q1 2026 | Apr 27, 2026 |
| AlphaQuest LLC | History | No change | 8,989 | 64 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WNY Asset Management, LLC | History | New | 10,666 | 63 | 0.01% | — | 280 | +10,666 | New | Q1 2026 | May 22, 2026 |
| KBC Group NV | History | No change | 10,564 | 63 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | Reduced | 10,141 | 60 | 0.01% | 0.02% | 281 | -170 | -1.65% | Q1 2026 | May 13, 2026 |
| ADAR1 Capital Management, LLC | History | Reduced | 10,000 | 59 | 0.0% | 0.02% | 282 | -25,000 | -71.43% | Q1 2026 | May 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 10,000 | 59 | 0.01% | — | 283 | +10,000 | New | Q1 2026 | May 11, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 9,785 | 58 | 0.0% | 0.0% | 284 | -3,205 | -24.67% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 9,109 | 54 | 0.0% | — | 286 | +9,109 | New | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 9,431 | 54 | 0.0% | 0.0% | 285 | +3,219 | 51.82% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 8,616 | 51 | 0.0% | 0.0% | 287 | -47 | -0.54% | Q1 2026 | May 08, 2026 |
| REXFORD CAPITAL INC | History | No change | 8,217 | 49 | 0.03% | 0.04% | 288 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,078 | 43 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,468 | 39 | 0.0% | 0.0% | 290 | +213 | 3.41% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 6,217 | 37 | 0.0% | 0.0% | 292 | +2,037 | 48.73% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 6,312 | 37 | 0.0% | 0.0% | 291 | -9 | -0.14% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 5,963 | 35 | 0.0% | 0.0% | 293 | +97 | 1.65% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,182 | 31 | 0.0% | 0.0% | 294 | -853 | -14.13% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Added to | 5,139 | 30 | 0.0% | — | 295 | +5,010 | 3883.72% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,181 | 30 | 0.0% | 0.0% | 296 | -309 | -5.63% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 4,860 | 29 | 0.0% | 0.01% | 297 | -2,275 | -31.89% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,523 | 27 | 0.0% | 0.0% | 298 | +1,998 | 79.13% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 4,524 | 27 | 0.0% | 0.0% | 299 | -33 | -0.72% | Q1 2026 | Apr 30, 2026 |
| MetLife Investment Management, LLC | History | Added to | 4,257 | 25 | 0.0% | 0.0% | 300 | +7 | 0.16% | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 4,143 | 24 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 3,858 | 23 | 0.0% | 0.0% | 302 | -130 | -3.26% | Q1 2026 | May 01, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,695 | 22 | 0.0% | 0.0% | 303 | +754 | 25.64% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,720 | 22 | 0.0% | 0.0% | 305 | -67 | -1.77% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 3,768 | 22 | 0.0% | 0.0% | 304 | -27 | -0.71% | Q1 2026 | May 15, 2026 |
| William B. Walkup & Associates, Inc. | History | Added to | 1,465 | 21 | 0.01% | 0.0% | 307 | +240 | 19.59% | Q1 2026 | Apr 20, 2026 |
| TFC Financial Management, Inc. | History | No change | 3,596 | 21 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,466 | 20 | 0.0% | 0.0% | 308 | +1,551 | 80.99% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,406 | 20 | 0.0% | 0.0% | 309 | -376 | -9.94% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,139 | 19 | 0.0% | 0.0% | 312 | -1,210 | -27.82% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 3,421 | 19 | 0.0% | 0.0% | 311 | -708 | -17.15% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 3,327 | 19 | 0.0% | 0.0% | 310 | -641 | -16.15% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,850 | 17 | 0.0% | 0.0% | 313 | -50 | -1.72% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,292 | 16 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 2,626 | 15 | 0.0% | 0.0% | 315 | -9,835 | -78.93% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,519 | 15 | 0.0% | — | 316 | +2,519 | New | Q1 2026 | May 07, 2026 |
| Rakuten Securities, Inc. | History | Added to | 2,436 | 14 | 0.01% | 0.0% | 318 | +1,798 | 281.82% | Q1 2026 | May 01, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 2,363 | 14 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,453 | 13 | 0.0% | 0.0% | 322 | -1,030 | -29.57% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 2,190 | 13 | 0.0% | 0.0% | 319 | +812 | 58.93% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,172 | 13 | 0.0% | 0.0% | 321 | -127 | -5.52% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,282 | 13 | 0.0% | 0.0% | 320 | -5 | -0.22% | Q1 2026 | Jun 02, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 2,103 | 12 | 0.0% | 0.0% | 323 | -3 | -0.14% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,969 | 11 | 0.0% | 0.0% | 326 | -6,259 | -76.07% | Q1 2026 | Jun 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,904 | 11 | 0.0% | 0.0% | 324 | -7 | -0.37% | Q1 2026 | May 07, 2026 |
| Intesa Sanpaolo S.p.A. | History | No change | 1,837 | 11 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Founders Capital Management | History | No change | 2,000 | 11 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EASTERN BANK | History | Reduced | 1,781 | 10 | 0.0% | 0.0% | 329 | -529 | -22.9% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,758 | 10 | 0.0% | 0.0% | 328 | -482 | -21.52% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,604 | 9 | 0.0% | — | 331 | +1,604 | New | Q1 2026 | Apr 29, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,537 | 9 | 0.0% | 0.0% | 330 | +220 | 16.7% | Q1 2026 | Apr 17, 2026 |
| McMillan Office, Inc. | History | Reduced | 1,250 | 7 | 0.0% | 0.0% | 338 | -247 | -16.5% | Q1 2026 | Apr 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,268 | 7 | 0.0% | 0.0% | 332 | +82 | 6.91% | Q1 2026 | Apr 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 1,278 | 7 | 0.0% | 0.0% | 334 | -34 | -2.59% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | Reduced | 1,208 | 7 | 0.0% | 0.0% | 335 | -8 | -0.66% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,110 | 7 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,213 | 7 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DKRT Investments Corp. | History | No change | 1,250 | 7 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Manchester Capital Management LLC | History | New | 1,012 | 6 | 0.0% | — | 346 | +1,012 | New | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,069 | 6 | 0.0% | 0.0% | 344 | +314 | 41.59% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 1,036 | 6 | 0.0% | 0.0% | 341 | +132 | 14.6% | Q1 2026 | Apr 28, 2026 |
| HM PAYSON & CO | History | Added to | 1,071 | 6 | 0.0% | 0.0% | 339 | +34 | 3.28% | Q1 2026 | Apr 13, 2026 |
| Investors Research Corp | History | Reduced | 1,023 | 6 | 0.0% | 0.0% | 345 | -19 | -1.82% | Q1 2026 | Apr 03, 2026 |
| North Star Investment Management Corp. | History | Reduced | 1,145 | 6 | 0.0% | 0.0% | 342 | -6 | -0.52% | Q1 2026 | Apr 23, 2026 |
| Cheviot Value Management, LLC | History | Reduced | 1,111 | 6 | 0.0% | 0.0% | 343 | -2 | -0.18% | Q1 2026 | May 12, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 693 | 6 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Covestor Ltd | History | Reduced | 811 | 5 | 0.0% | 0.09% | 349 | -22,816 | -96.57% | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 982 | 5 | 0.0% | — | 352 | +982 | New | Q1 2026 | May 19, 2026 |
| Millstone Evans Group, LLC | History | Reduced | 862 | 5 | 0.0% | 0.01% | 351 | -830 | -49.05% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 971 | 5 | 0.0% | 0.0% | 347 | -330 | -25.37% | Q1 2026 | Apr 30, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 964 | 5 | 0.0% | 0.0% | 348 | -20 | -2.03% | Q1 2026 | May 01, 2026 |
| Hilltop National Bank | History | No change | 837 | 5 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 752 | 4 | 0.0% | 0.0% | 359 | -977 | -56.51% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Reduced | 668 | 4 | 0.0% | 0.0% | 363 | -843 | -55.79% | Q1 2026 | May 21, 2026 |
| Versant Capital Management, Inc | History | Reduced | 783 | 4 | 0.0% | 0.0% | 358 | -648 | -45.28% | Q1 2026 | Apr 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 657 | 4 | 0.0% | 0.0% | 360 | -170 | -20.56% | Q1 2026 | May 01, 2026 |
| Smithfield Trust Co | History | Reduced | 876 | 4 | 0.0% | 0.0% | 355 | -89 | -9.22% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 691 | 4 | 0.0% | 0.0% | 357 | -70 | -9.2% | Q1 2026 | Apr 28, 2026 |
| Curat Global, LLC | History | Reduced | 743 | 4 | 0.0% | 0.01% | 361 | -47 | -5.95% | Q1 2026 | Apr 21, 2026 |
| EFG International AG | History | Added to | 670 | 4 | 0.0% | 0.0% | 362 | +19 | 2.92% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 707 | 4 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 711 | 4 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 730 | 4 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WAYCROSS PARTNERS, LLC | History | New | 550 | 3 | 0.0% | — | 371 | +550 | New | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 506 | 3 | 0.0% | — | 370 | +506 | New | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 557 | 3 | 0.0% | 0.0% | 367 | -10 | -1.76% | Q1 2026 | May 04, 2026 |
| DHJJ Financial Advisors, Ltd. | History | Reduced | 540 | 3 | 0.0% | 0.0% | 368 | -5 | -0.92% | Q1 2026 | Apr 09, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 554 | 3 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hikari Tsushin, Inc. | History | No change | 599 | 3 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 496 | 3 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 590 | 3 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Reduced | 440 | 2 | 0.0% | 0.0% | 378 | -2,815 | -86.48% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 425 | 2 | 0.0% | — | 382 | +425 | New | Q1 2026 | Apr 14, 2026 |
| Davis Asset Management, L.P. | History | New | 400 | 2 | 0.0% | — | 384 | +400 | New | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 379 | 2 | 0.0% | — | 383 | +379 | New | Q1 2026 | Apr 28, 2026 |
| JPL Wealth Management, LLC | History | New | 358 | 2 | 0.0% | — | 385 | +358 | New | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 497 | 2 | 0.0% | 0.0% | 373 | -266 | -34.86% | Q1 2026 | May 06, 2026 |
| NBT BANK N A /NY | History | Added to | 415 | 2 | 0.0% | 0.0% | 374 | +207 | 99.52% | Q1 2026 | Apr 28, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | No change | 450 | 2 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 386 | 2 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kimelman & Baird, LLC | History | No change | 450 | 2 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 445 | 2 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Coston, McIsaac & Partners | History | No change | 372 | 2 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ORG Partners LLC | History | No change | 389 | 2 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 397 | 2 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DT Investment Partners, LLC | History | Reduced | 290 | 1 | 0.0% | 0.0% | 398 | -1,749 | -85.78% | Q1 2026 | May 14, 2026 |
| Citizens National Bank Trust Department | History | New | 305 | 1 | 0.0% | — | 433 | +305 | New | Q1 2026 | May 04, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 1 | 0.0% | 0.0% | 390 | -200 | -50.0% | Q1 2026 | May 12, 2026 |
| Osbon Capital Management LLC | History | New | 200 | 1 | 0.0% | — | 432 | +200 | New | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Added to | 185 | 1 | 0.0% | — | 426 | +182 | 6066.67% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Reduced | 184 | 1 | 0.0% | 0.0% | 418 | -154 | -45.56% | Q1 2026 | Apr 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 254 | 1 | 0.0% | 0.0% | 416 | -146 | -36.5% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | Added to | 169 | 1 | 0.0% | — | 414 | +119 | 238.0% | Q1 2026 | Apr 29, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 330 | 1 | 0.0% | 0.0% | 391 | -105 | -24.14% | Q1 2026 | May 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 174 | 1 | 0.0% | 0.0% | 401 | -80 | -31.5% | Q1 2026 | Apr 20, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Added to | 300 | 1 | 0.0% | 0.0% | 388 | +25 | 9.09% | Q1 2026 | May 05, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Reduced | 205 | 1 | 0.0% | 0.0% | 393 | -20 | -8.89% | Q1 2026 | Apr 15, 2026 |
| TSFG, LLC | History | Added to | 85 | 1 | 0.0% | — | 413 | +18 | 26.87% | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 87 | 1 | 0.0% | — | 424 | +12 | 16.0% | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 200 | 1 | 0.0% | 0.0% | 386 | -10 | -4.76% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Added to | 223 | 1 | 0.0% | 0.0% | 420 | +10 | 4.69% | Q1 2026 | Apr 07, 2026 |
| City State Bank | History | Reduced | 261 | 1 | 0.0% | 0.0% | 421 | -10 | -3.69% | Q1 2026 | Apr 20, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 264 | 1 | 0.0% | 0.0% | 407 | -7 | -2.58% | Q1 2026 | May 19, 2026 |
| WPG Advisers, LLC | History | Reduced | 217 | 1 | 0.0% | 0.0% | 428 | -6 | -2.69% | Q1 2026 | Apr 29, 2026 |
| PFS Partners, LLC | History | Reduced | 321 | 1 | 0.0% | 0.0% | 423 | -5 | -1.53% | Q1 2026 | Apr 09, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 179 | 1 | 0.0% | 0.0% | 415 | -3 | -1.65% | Q1 2026 | May 20, 2026 |
| Anchor Investment Management, LLC | History | Added to | 255 | 1 | 0.0% | 0.0% | 405 | +1 | 0.39% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | Added to | 192 | 1 | 0.0% | 0.0% | 411 | +1 | 0.52% | Q1 2026 | Apr 06, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | Added to | 201 | 1 | 0.0% | 0.0% | 427 | +1 | 0.5% | Q1 2026 | Apr 07, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 188 | 1 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 231 | 1 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| OLD SECOND NATIONAL BANK OF AURORA | History | No change | 200 | 1 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BOK Financial Private Wealth, Inc. | History | No change | 218 | 1 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Westend Capital Management, LLC | History | No change | 313 | 1 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Asset Dedication, LLC | History | No change | 229 | 1 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| TD Capital Management LLC | History | No change | 197 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | No change | 190 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bollard Group LLC | History | No change | 184 | 1 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 169 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MCF Advisors LLC | History | No change | 294 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capital Analysts, LLC | History | No change | 170 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 178 | 1 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 254 | 1 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| First Command Advisory Services, Inc. | History | No change | 234 | 1 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Northwest Capital Management Inc | History | No change | 146 | 1 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 141 | 1 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 200 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| MARYLAND CAPITAL ADVISORS INC. | History | No change | 250 | 1 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 304 | 1 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank & Trust Co | History | No change | 211 | 1 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Vision Retirement, LLC | History | No change | 186 | 1 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 197 | 1 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beacon Financial Strategies CORP | History | No change | 283 | 1 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.01% | — | -546,593 | -100.0% | Q1 2026 | May 14, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.15% | — | -514,810 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -498,631 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -261,293 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -222,009 | -100.0% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -177,385 | -100.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -103,395 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -83,760 | -100.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69,964 | -100.0% | Q1 2026 | May 13, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -68,904 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -65,932 | -100.0% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -56,292 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -54,545 | -100.0% | Q1 2026 | May 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -49,682 | -100.0% | Q1 2026 | May 15, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,502 | -100.0% | Q1 2026 | May 15, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -40,966 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,378 | -100.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -39,951 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -37,314 | -100.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,683 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Wedmont Private Capital | History | Closed out | 0 | 0 | — | 0.01% | — | -27,889 | -100.0% | Q1 2026 | Apr 09, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,596 | -100.0% | Q1 2026 | Apr 28, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.07% | — | -25,466 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -25,068 | -100.0% | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -24,876 | -100.0% | Q1 2026 | May 15, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,550 | -100.0% | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -20,000 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,643 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,597 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.02% | — | -18,529 | -100.0% | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -17,209 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Credit Capital Investments LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -16,900 | -100.0% | Q1 2026 | May 01, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,532 | -100.0% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,409 | -100.0% | Q1 2026 | Apr 15, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,725 | -100.0% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,081 | -100.0% | Q1 2026 | Apr 15, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -13,947 | -100.0% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,633 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,916 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,790 | -100.0% | Q1 2026 | May 13, 2026 |
| McAdam, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,413 | -100.0% | Q1 2026 | May 08, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,912 | -100.0% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,695 | -100.0% | Q1 2026 | May 15, 2026 |
| Greenwich Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,604 | -100.0% | Q1 2026 | May 12, 2026 |
| Cypress Wealth Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,538 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,128 | -100.0% | Q1 2026 | May 14, 2026 |
| Wescott Financial Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,062 | -100.0% | Q1 2026 | May 12, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,370 | -100.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,304 | -100.0% | Q1 2026 | May 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,100 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,613 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 54 | 0 | — | 0.0% | — | -2,377 | -97.78% | Q1 2026 | May 14, 2026 |
| Spire Wealth Management | History | Reduced | 86 | 0 | — | 0.0% | — | -2,300 | -96.4% | Q1 2026 | Apr 22, 2026 |
| BOKF, NA | History | Reduced | 160 | 0 | — | 0.0% | — | -1,872 | -92.13% | Q1 2026 | May 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,780 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,741 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,274 | -100.0% | Q1 2026 | Apr 22, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,273 | -100.0% | Q1 2026 | May 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 77 | 0 | — | 0.0% | — | -1,118 | -93.56% | Q1 2026 | Apr 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 160 | 0 | — | 0.0% | — | -1,057 | -86.85% | Q1 2026 | May 13, 2026 |
| METEORA CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -965 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -764 | -100.0% | Q1 2026 | May 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q1 2026 | May 12, 2026 |
| WEBSTER BANK, N. A. | History | Reduced | 78 | 0 | — | 0.0% | — | -500 | -86.51% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 5 | 0 | — | 0.0% | — | -325 | -98.48% | Q1 2026 | May 15, 2026 |
| MOTCO | History | Reduced | 8 | 0 | — | 0.0% | — | -300 | -97.4% | Q1 2026 | Apr 22, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 10 | 0 | — | 0.0% | — | -298 | -96.75% | Q1 2026 | May 04, 2026 |
| Murphy & Mullick Capital Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Sankala Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -190 | -100.0% | Q1 2026 | Mar 31, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -163 | -100.0% | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Reduced | 51 | 0 | — | 0.0% | — | -160 | -75.83% | Q1 2026 | May 05, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -160 | -100.0% | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 116 | 0 | — | — | — | +116 | New | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | — | — | -111 | -100.0% | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 50 | 0 | — | 0.0% | — | -106 | -67.95% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Financial Management LLC | History | New | 103 | 0 | — | — | — | +103 | New | Q1 2026 | May 08, 2026 |
| Lavaca Capital LLC | History | Added to | 152 | 0 | — | — | — | +97 | 176.36% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS | History | Reduced | 95 | 0 | — | 0.0% | — | -90 | -48.65% | Q1 2026 | May 12, 2026 |
| Financial Freedom, LLC | History | Closed out | 0 | 0 | — | — | — | -76 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | New | 75 | 0 | — | — | — | +75 | New | Q1 2026 | May 08, 2026 |
| Sawyer & Company, Inc | History | Closed out | 0 | 0 | — | — | — | -74 | -100.0% | Q1 2026 | Apr 23, 2026 |
| POM Investment Strategies, LLC | History | Added to | 102 | 0 | — | — | — | +72 | 240.0% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | Closed out | 0 | 0 | — | — | — | -70 | -100.0% | Q1 2026 | May 06, 2026 |
| Bare Financial Services, Inc | History | New | 69 | 0 | — | — | — | +69 | New | Q1 2026 | May 14, 2026 |
| Grove Bank & Trust | History | Reduced | 49 | 0 | — | — | — | -65 | -57.02% | Q1 2026 | Apr 08, 2026 |
| Clearstead Trust, LLC | History | Reduced | 23 | 0 | — | — | — | -62 | -72.94% | Q1 2026 | May 06, 2026 |
| Main Street Group, LTD | History | New | 60 | 0 | — | — | — | +60 | New | Q1 2026 | May 06, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 60 | 0 | — | — | — | +60 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 161 | 0 | — | 0.0% | — | -57 | -26.15% | Q1 2026 | May 15, 2026 |
| Battery Global Advisors, LLC | History | Added to | 71 | 0 | — | 0.0% | — | +56 | 373.33% | Q1 2026 | May 14, 2026 |
| Riverview Trust Co | History | Reduced | 19 | 0 | — | — | — | -55 | -74.32% | Q1 2026 | May 01, 2026 |
| Crews Bank & Trust | History | Reduced | 44 | 0 | — | — | — | -53 | -54.64% | Q1 2026 | May 13, 2026 |
| Fourth Dimension Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q1 2026 | May 11, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 13, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 129 | 0 | — | — | — | +48 | 59.26% | Q1 2026 | May 04, 2026 |
| Cherry Tree Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -46 | -100.0% | Q1 2026 | May 05, 2026 |
| ENTRUST FINANCIAL LLC | History | Added to | 60 | 0 | — | — | — | +45 | 300.0% | Q1 2026 | May 12, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 11 | 0 | — | — | — | -43 | -79.63% | Q1 2026 | Apr 30, 2026 |
| NFSG Corp | History | Reduced | 31 | 0 | — | — | — | -42 | -57.53% | Q1 2026 | May 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | Reduced | 42 | 0 | — | — | — | -40 | -48.78% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Reduced | 149 | 0 | — | 0.0% | — | -40 | -21.16% | Q1 2026 | Apr 24, 2026 |
| Vanguard National Trust Co | History | New | 39 | 0 | — | — | — | +39 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Plante Moran Financial Advisors, LLC | History | Reduced | 40 | 0 | — | — | — | -33 | -45.21% | Q1 2026 | May 05, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 141 | 0 | — | 0.0% | — | -30 | -17.54% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | Reduced | 16 | 0 | — | — | — | -30 | -65.22% | Q1 2026 | May 15, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 65 | 0 | — | — | — | -28 | -30.11% | Q1 2026 | Apr 27, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | Apr 28, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 8 | 0 | — | — | — | -27 | -77.14% | Q1 2026 | Apr 07, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | May 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 54 | 0 | — | — | — | +20 | 58.82% | Q1 2026 | Apr 21, 2026 |
| Caldwell Trust Co | History | Added to | 151 | 0 | — | — | — | +20 | 15.27% | Q1 2026 | Apr 22, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 20, 2026 |
| JNBA Financial Advisors | History | Reduced | 159 | 0 | — | 0.0% | — | -17 | -9.66% | Q1 2026 | Apr 22, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 11, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 01, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 11, 2026 |
| Mosley Wealth Management | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 27, 2026 |
| Napier Financial, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 05, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 79 | 0 | — | — | — | -11 | -12.22% | Q1 2026 | Apr 17, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 13, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| Mendota Financial Group, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BARRETT & COMPANY, INC. | History | Reduced | 115 | 0 | — | — | — | -6 | -4.96% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 105 | 0 | — | — | — | +6 | 6.06% | Q1 2026 | Apr 28, 2026 |
| Signature Equity Partners, LLC | History | Added to | 24 | 0 | — | — | — | +6 | 33.33% | Q1 2026 | May 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 30, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 105 | 0 | — | — | — | +5 | 5.0% | Q1 2026 | Apr 21, 2026 |
| Blume Capital Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 06, 2026 |
| High Point Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 08, 2026 |
| ASSETMARK, INC | History | Reduced | 22 | 0 | — | — | — | -4 | -15.38% | Q1 2026 | May 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +4 | 200.0% | Q1 2026 | Apr 14, 2026 |
| Pflug Koory, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Global Trust Asset Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 23, 2026 |
| Front Row Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 19, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | May 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 22 | 0 | — | — | — | +1 | 4.76% | Q1 2026 | May 08, 2026 |
| Silicon Valley Capital Partners | History | Added to | 82 | 0 | — | — | — | +1 | 1.23% | Q1 2026 | May 19, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 28 | 0 | — | — | — | +1 | 3.7% | Q1 2026 | Apr 17, 2026 |
| Kozak & Associates, Inc. | History | Added to | 36 | 0 | — | — | — | +1 | 2.86% | Q1 2026 | Apr 14, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 96 | 0 | — | — | — | -1 | -1.03% | Q1 2026 | Apr 30, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 30 | 0 | — | — | — | -1 | -3.23% | Q1 2026 | Apr 10, 2026 |
| Dunhill Financial, LLC | History | Reduced | 16 | 0 | — | — | — | -1 | -5.88% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | Apr 29, 2026 |
| KERR FINANCIAL PLANNING Corp | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 151 | 0 | — | 0.0% | — | +1 | 0.67% | Q1 2026 | Apr 20, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 16, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GODSEY & GIBB, INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ALERUS FINANCIAL NA | History | No change | 81 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GW&K Investment Management, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 82 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Estabrook Capital Management | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Bangor Savings Bank | History | No change | 56 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 161 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 55 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Colonial Trust Advisors | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Financial Management Professionals, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Oakworth Capital, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 130 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Richardson Capital Management LLC | History | No change | 121 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Trust Co | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 62 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NVWM, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pacific Center for Financial Services | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 63 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Bogart Wealth, LLC | History | No change | 98 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Crewe Advisors LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CNB Bank | History | No change | 84 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Centerpoint Advisors, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFS Advisors, LLC | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Princeton Global Asset Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 134 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| High Note Wealth, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Fortis Group Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Scarborough Advisors, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MTM Investment Management, LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 52 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Addison Advisors LLC | History | No change | 149 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RMG Wealth Management LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Twin Lakes Capital Management, LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Piscataqua Savings Bank | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 102 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 98 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Horizons Wealth Management | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Lodestone Wealth Management LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SWAN Capital LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 161 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Park Place Capital Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nemes Rush Group LLC | History | No change | 148 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aspect Partners, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| ROGCO, LP | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Financial Perspectives, Inc | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tidemark, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hara Capital LLC | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sachetta, LLC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| WHI TRUST Co LLC | History | No change | 159 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Fairman Group, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WealthCollab, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| LRI Investments, LLC | History | No change | 39 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Westfuller Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Motiv8 Investments LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IMG Wealth Management, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fairscale Capital, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Seneschal Advisors, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 98 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Raiffeisen Bank International AG | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Generali Asset Management SPA SGR | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BankPlus Trust Department | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Graney & King, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Spurstone Advisory Services, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Banque Transatlantique SA | History | No change | 111 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Navigoe, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PINNEY & SCOFIELD, INC. | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 47 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management (Europe) Ltd | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ransom Advisory, Ltd | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| TOWER TRUST & INVESTMENT Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MidFirst Bank | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boreal Capital Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Holos Integrated Wealth LLC | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 163 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advocate Investing Services LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BAYBAN | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sunrise Financial Services, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NorthAvenue LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Hamrick Investment Counsel, llc | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |