UNIVERSAL DISPLAY CORP \PA\ - OLED
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| 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 | 5,047,581 | 589,456 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 4,289,901 | 393,212 | 0.01% | 0.01% | 2 | +163,518 | 3.96% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,217,442 | 294,910 | 0.87% | 1.06% | 3 | -175,977 | -5.19% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,922,053 | 267,835 | 0.01% | — | 4 | +2,922,053 | New | Q1 2026 | May 08, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 2,187,428 | 200,499 | 0.16% | 0.19% | 5 | -8,900 | -0.41% | Q1 2026 | May 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,978,739 | 181,371 | 0.0% | — | 6 | +1,978,739 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,814,298 | 166,298 | 0.01% | 0.01% | 7 | +119,519 | 7.05% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,703,939 | 151,872 | 0.01% | 0.01% | 8 | +823,261 | 93.48% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,071,664 | 125,148 | 0.04% | 0.0% | 9 | +1,020,118 | 1979.04% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,249,053 | 114,506 | 0.01% | 0.01% | 10 | +139,976 | 12.62% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 794,277 | 92,755 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 976,423 | 89,498 | 0.06% | 0.07% | 12 | +169,969 | 21.08% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 757,166 | 69,398 | 0.01% | 0.02% | 13 | +30,661 | 4.22% | Q1 2026 | May 07, 2026 |
| MARSHALL WACE, LLP | History | Added to | 665,882 | 61,034 | 0.06% | 0.02% | 14 | +521,495 | 361.18% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 648,267 | 59,420 | 0.1% | 0.1% | 15 | +28,996 | 4.68% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 598,278 | 54,838 | 0.01% | 0.01% | 16 | +66,763 | 12.56% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 597,930 | 54,806 | 0.01% | 0.01% | 17 | -48,857 | -7.55% | Q1 2026 | May 05, 2026 |
| Copeland Capital Management, LLC | History | Added to | 581,776 | 53,325 | 1.19% | 1.31% | 18 | +78,077 | 15.5% | Q1 2026 | May 06, 2026 |
| XXEC, Inc. | History | Added to | 386,937 | 45,565 | 7.99% | 7.66% | 19 | +321,276 | 489.3% | Q1 2026 | Apr 23, 2026 |
| Amundi | History | Added to | 459,316 | 42,078 | 0.01% | 0.01% | 20 | +161,069 | 54.01% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 440,418 | 40,368 | 0.0% | 0.0% | 21 | +345,395 | 363.49% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 416,949 | 38,217 | 0.01% | 0.01% | 22 | +22,884 | 5.81% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 411,858 | 37,751 | 0.0% | 0.0% | 23 | +20,539 | 5.25% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 388,390 | 35,599 | 0.0% | 0.01% | 24 | -23 | -0.01% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 371,889 | 34,087 | 0.01% | 0.01% | 25 | +6,216 | 1.7% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 365,311 | 33,484 | 0.01% | 0.0% | 26 | +94,115 | 34.7% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 351,411 | 32,210 | 0.13% | 0.07% | 27 | +183,950 | 109.85% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 346,802 | 31,787 | 0.01% | 0.01% | 28 | +992 | 0.29% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 314,515 | 28,828 | 0.02% | 0.03% | 29 | -30,157 | -8.75% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 289,743 | 26,557 | 0.01% | 0.01% | 30 | -1,227 | -0.42% | Q1 2026 | May 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 276,225 | 25,318 | 0.01% | — | 31 | +276,225 | New | Q1 2026 | May 08, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 268,760 | 24,634 | 0.35% | 0.47% | 32 | -29,126 | -9.78% | Q1 2026 | May 22, 2026 |
| Quantinno Capital Management LP | History | Added to | 251,218 | 23,026 | 0.04% | 0.01% | 33 | +222,561 | 776.64% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 250,134 | 22,927 | 0.02% | 0.0% | 34 | +232,434 | 1313.19% | Q1 2026 | May 15, 2026 |
| AVENIR CORP | History | Reduced | 230,152 | 21,095 | 2.57% | 2.92% | 35 | -29 | -0.01% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 225,635 | 20,664 | 0.01% | 0.03% | 36 | -412,610 | -64.65% | Q1 2026 | May 18, 2026 |
| GRIFFIN ASSET MANAGEMENT, INC. | History | Reduced | 205,877 | 18,870 | 2.13% | 2.76% | 37 | -12,408 | -5.68% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Reduced | 194,830 | 17,858 | 0.0% | 0.0% | 38 | -24,229 | -11.06% | Q1 2026 | May 12, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 192,815 | 17,673 | 0.41% | 0.54% | 39 | -3,700 | -1.88% | Q1 2026 | May 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 190,126 | 17,426 | 0.03% | 0.03% | 40 | +5,126 | 2.77% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 183,588 | 16,827 | 0.02% | 0.02% | 41 | +29,471 | 19.12% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 173,772 | 15,927 | 0.0% | 0.0% | 42 | -2,039 | -1.16% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 169,040 | 15,494 | 0.01% | 0.01% | 43 | +22,911 | 15.68% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 166,594 | 15,270 | 0.01% | 0.02% | 44 | -237,178 | -58.74% | Q1 2026 | May 15, 2026 |
| Hardman Johnston Global Advisors LLC | History | Reduced | 161,715 | 14,822 | 0.7% | 0.91% | 45 | -1,571 | -0.96% | Q1 2026 | May 13, 2026 |
| Triodos Investment Management BV | History | Reduced | 161,000 | 14,733 | 1.11% | 1.59% | 46 | -24,000 | -12.97% | Q1 2026 | May 07, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 152,054 | 13,937 | 0.04% | 0.04% | 47 | +2,128 | 1.42% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 148,442 | 13,607 | 0.0% | 0.0% | 48 | -11,526 | -7.21% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 147,919 | 13,558 | 0.01% | 0.0% | 49 | +119,614 | 422.59% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 147,763 | 13,543 | 0.23% | 0.26% | 50 | +13,287 | 9.88% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 140,894 | 12,901 | 0.02% | 0.0% | 51 | +131,426 | 1388.11% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 140,591 | 12,886 | 0.01% | 0.03% | 52 | -269,087 | -65.68% | Q1 2026 | May 06, 2026 |
| Handelsbanken Fonder AB | History | Added to | 132,054 | 12,104 | 0.04% | 0.04% | 53 | +15,464 | 13.26% | Q1 2026 | Apr 28, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 129,418 | 11,862 | 0.18% | 0.0% | 54 | +127,097 | 5475.96% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 128,583 | 11,785 | 0.0% | 0.0% | 55 | -67,049 | -34.27% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 128,250 | 11,755 | 0.03% | 0.01% | 56 | +112,499 | 714.23% | Q1 2026 | May 14, 2026 |
| S SQUARED TECHNOLOGY, LLC | History | Added to | 126,000 | 11,549 | 4.37% | 5.02% | 57 | +15,000 | 13.51% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 125,939 | 11,543 | 0.02% | — | 58 | +125,939 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 124,570 | 11,418 | 0.0% | 0.0% | 59 | +3,872 | 3.21% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 123,562 | 11,323 | 0.01% | 0.01% | 60 | +692 | 0.56% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 123,886 | 11,252 | 0.01% | 0.01% | 61 | +20,859 | 20.25% | Q1 2026 | May 15, 2026 |
| M&G Plc | History | Added to | 114,616 | 10,544 | 0.05% | 0.07% | 62 | +1,216 | 1.07% | Q1 2026 | May 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 110,229 | 10,103 | 0.1% | 0.12% | 63 | +14,708 | 15.4% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 105,803 | 9,697 | 0.01% | 0.01% | 64 | -5,580 | -5.01% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 104,184 | 9,549 | 0.01% | 0.01% | 65 | -23,403 | -18.34% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 102,650 | 9,408 | 0.02% | 0.0% | 66 | +96,785 | 1650.21% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 101,916 | 9,341 | 0.09% | 0.16% | 67 | -52,415 | -33.96% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 101,620 | 9,314 | 0.0% | 0.0% | 68 | -81,626 | -44.54% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 98,688 | 9,045 | 0.0% | 0.01% | 69 | +3,573 | 3.76% | Q1 2026 | May 04, 2026 |
| PEAK6 LLC | History | Added to | 96,907 | 8,882 | 0.02% | 0.0% | 70 | +86,256 | 809.84% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 90,590 | 8,303 | 0.04% | 0.02% | 71 | +41,766 | 85.54% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Added to | 89,400 | 8,194 | 0.0% | 0.01% | 72 | +300 | 0.34% | Q1 2026 | May 07, 2026 |
| Retirement Systems of Alabama | History | Added to | 84,103 | 7,708 | 0.03% | 0.03% | 73 | +1,139 | 1.37% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 83,153 | 7,621 | 0.0% | 0.01% | 74 | +1,053 | 1.28% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Added to | 78,764 | 7,219 | 0.0% | 0.0% | 75 | +36,119 | 84.7% | Q1 2026 | May 14, 2026 |
| LHM, INC. | History | No change | 74,552 | 6,833 | 2.69% | 3.24% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 73,837 | 6,767 | 0.15% | 0.26% | 77 | -31,650 | -30.0% | Q1 2026 | Apr 30, 2026 |
| Nuveen, LLC | History | Reduced | 73,299 | 6,718 | 0.0% | 0.0% | 78 | -2,676 | -3.52% | Q1 2026 | Apr 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 70,238 | 6,438 | 0.12% | — | 79 | +70,238 | New | Q1 2026 | Apr 27, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | No change | 65,009 | 5,958 | 0.39% | 0.43% | 80 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SORA INVESTORS LLC | History | Reduced | 65,000 | 5,957 | 0.55% | 1.83% | 81 | -116,566 | -64.2% | Q1 2026 | May 15, 2026 |
| UniSuper Management Pty Ltd | History | No change | 63,819 | 5,849 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Added to | 62,104 | 5,692 | 0.01% | 0.01% | 83 | +6,001 | 10.7% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 61,584 | 5,644 | 0.0% | 0.01% | 84 | -129,060 | -67.7% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 61,385 | 5,626 | 0.0% | 0.0% | 85 | -6,244 | -9.23% | Q1 2026 | May 08, 2026 |
| Walleye Capital LLC | History | Added to | 60,798 | 5,572 | 0.02% | 0.0% | 86 | +48,798 | 406.65% | Q1 2026 | May 13, 2026 |
| Vest Financial, LLC | History | Added to | 59,109 | 5,417 | 0.07% | 0.07% | 87 | +13,428 | 29.4% | Q1 2026 | Apr 23, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 57,080 | 5,231 | 0.69% | 0.92% | 88 | -5,900 | -9.37% | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 57,019 | 5,218 | 0.01% | — | 89 | +57,019 | New | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 56,241 | 5,155 | 0.01% | 0.01% | 90 | +1,912 | 3.52% | Q1 2026 | Apr 22, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 56,098 | 5,141 | 0.01% | 0.01% | 91 | +29,066 | 107.52% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | Reduced | 55,358 | 5,074 | 0.1% | 0.36% | 92 | -187,546 | -77.21% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 52,430 | 4,805 | 0.01% | 0.0% | 93 | +9,665 | 22.6% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 51,410 | 4,712 | 0.06% | 0.08% | 94 | +3,491 | 7.29% | Q1 2026 | Apr 23, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 50,723 | 4,649 | 0.0% | 0.0% | 95 | -1,523 | -2.92% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 50,618 | 4,639 | 0.0% | 0.0% | 96 | -50,057 | -49.72% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 50,531 | 4,631 | 0.01% | 0.01% | 97 | +5,683 | 12.67% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 49,696 | 4,555 | 0.0% | 0.01% | 98 | -7,492 | -13.1% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 49,643 | 4,550 | 0.01% | 0.01% | 99 | -25,231 | -33.7% | Q1 2026 | Apr 27, 2026 |
| Holocene Advisors, LP | History | Added to | 47,449 | 4,349 | 0.01% | 0.0% | 100 | +37,600 | 381.76% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 46,346 | 4,248 | 0.0% | 0.0% | 101 | -1,473 | -3.08% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 45,925 | 4,209 | 0.01% | 0.01% | 102 | -352 | -0.76% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 45,763 | 4,194 | 0.06% | 0.08% | 103 | -1,757 | -3.7% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 44,902 | 4,115 | 0.0% | 0.0% | 104 | -14,498 | -24.41% | Q1 2026 | May 05, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 43,818 | 4,016 | 0.09% | 0.04% | 105 | +24,977 | 132.57% | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 42,760 | 3,919 | 0.0% | 0.05% | 106 | -520,273 | -92.41% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 32,675 | 3,815 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 41,036 | 3,761 | 0.0% | — | 108 | +41,036 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 40,415 | 3,704 | 0.01% | 0.01% | 109 | -1,425 | -3.41% | Q1 2026 | Apr 27, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 39,543 | 3,624 | 0.02% | 0.02% | 110 | -293 | -0.74% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 39,475 | 3,618 | 0.22% | 0.14% | 111 | +25,835 | 189.41% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 39,428 | 3,613 | 0.01% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 39,057 | 3,580 | 0.0% | 0.0% | 113 | +3,900 | 11.09% | Q1 2026 | May 15, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | Reduced | 38,671 | 3,544 | 0.97% | 1.19% | 114 | -814 | -2.06% | Q1 2026 | May 08, 2026 |
| Numerai GP LLC | History | Reduced | 36,965 | 3,388 | 0.34% | 1.06% | 115 | -38,426 | -50.97% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 36,728 | 3,366 | 0.0% | 0.01% | 116 | -71,130 | -65.95% | Q1 2026 | May 08, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 34,168 | 3,131 | 0.0% | 0.0% | 117 | +7,424 | 27.76% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Added to | 32,351 | 2,965 | 0.01% | 0.01% | 118 | +13,672 | 73.19% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 31,214 | 2,861 | 0.03% | 0.04% | 119 | +4,717 | 17.8% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 30,701 | 2,814 | 0.0% | 0.0% | 120 | -576 | -1.84% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 30,486 | 2,794 | 0.0% | 0.0% | 121 | +17,499 | 134.74% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 29,875 | 2,738 | 0.05% | 0.17% | 122 | -61,297 | -67.23% | Q1 2026 | Apr 22, 2026 |
| Future Fund LLC | History | Added to | 29,741 | 2,726 | 0.96% | 0.63% | 123 | +12,741 | 74.95% | Q1 2026 | May 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 28,959 | 2,653 | 0.0% | 0.01% | 124 | +746 | 2.64% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 28,404 | 2,603 | 0.03% | 0.03% | 125 | +3,638 | 14.69% | Q1 2026 | May 13, 2026 |
| Twin Tree Management, LP | History | New | 27,700 | 2,538 | 0.05% | — | 126 | +27,700 | New | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 26,754 | 2,425 | 0.0% | 0.0% | 127 | -11,337 | -29.76% | Q1 2026 | Apr 30, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 26,155 | 2,397 | 0.01% | 0.02% | 128 | -31,207 | -54.4% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 26,041 | 2,386 | 0.03% | 0.04% | 129 | +5,767 | 28.45% | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 25,844 | 2,368 | 0.0% | 0.0% | 130 | +165 | 0.64% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | Added to | 25,577 | 2,344 | 0.3% | 0.21% | 131 | +17,723 | 225.66% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | Added to | 25,504 | 2,337 | 0.1% | 0.1% | 132 | +688 | 2.77% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,024 | 2,202 | 0.0% | 0.0% | 133 | -2,250 | -8.56% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 23,963 | 2,196 | 0.21% | — | 134 | +23,963 | New | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | Added to | 23,691 | 2,171 | 0.1% | 0.12% | 135 | +4,058 | 20.67% | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 22,900 | 2,101 | 0.0% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 22,497 | 2,062 | 0.0% | 0.01% | 137 | -37,049 | -62.22% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 17,461 | 2,039 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| One Capital Management, LLC | History | Added to | 21,998 | 2,016 | 0.06% | 0.06% | 139 | +4,687 | 27.08% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 21,745 | 1,993 | 0.01% | 0.01% | 140 | +145 | 0.67% | Q1 2026 | May 14, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | New | 21,713 | 1,990 | 0.11% | — | 141 | +21,713 | New | Q1 2026 | May 15, 2026 |
| ICON ADVISERS INC/CO | History | No change | 21,384 | 1,960 | 0.45% | 0.54% | 142 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 20,476 | 1,876 | 0.02% | 0.01% | 143 | +13,947 | 213.62% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Reduced | 19,948 | 1,828 | 0.0% | 0.01% | 144 | -434 | -2.13% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | No change | 19,876 | 1,822 | 0.01% | 0.02% | 145 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 19,202 | 1,760 | 0.01% | 0.01% | 146 | -114 | -0.59% | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 19,108 | 1,751 | 0.01% | 0.02% | 147 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 18,805 | 1,724 | 0.01% | 0.01% | 148 | +404 | 2.2% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 18,312 | 1,678 | 0.0% | 0.0% | 149 | +2,529 | 16.02% | Q1 2026 | May 01, 2026 |
| Vanguard Global Advisers, LLC | History | New | 17,996 | 1,649 | 0.0% | — | 150 | +17,996 | New | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 17,500 | 1,604 | 0.02% | 0.01% | 151 | +7,501 | 75.02% | Q1 2026 | May 05, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 17,299 | 1,585 | 0.01% | 0.01% | 152 | +3,335 | 23.88% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | Added to | 17,203 | 1,576 | 0.01% | 0.02% | 153 | +5,187 | 43.17% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 17,137 | 1,570 | 0.0% | 0.0% | 154 | +3,498 | 25.65% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,128 | 1,569 | 0.0% | 0.0% | 155 | +16,782 | 4850.29% | Q1 2026 | May 01, 2026 |
| Oak Thistle LLC | History | New | 17,073 | 1,564 | 0.15% | — | 156 | +17,073 | New | Q1 2026 | Apr 10, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 17,054 | 1,563 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 16,944 | 1,553 | 0.02% | 0.02% | 158 | -1,458 | -7.92% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Reduced | 16,435 | 1,506 | 0.0% | 0.0% | 159 | -1,532 | -8.53% | Q1 2026 | May 12, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | New | 16,206 | 1,485 | 0.01% | — | 160 | +16,206 | New | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 16,028 | 1,469 | 0.03% | 0.04% | 161 | +341 | 2.17% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 15,699 | 1,445 | 0.01% | 0.01% | 162 | +2,128 | 15.68% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 15,609 | 1,430 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 14,962 | 1,371 | 0.0% | 0.0% | 164 | +10,823 | 261.49% | Q1 2026 | Apr 30, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 14,902 | 1,365 | 0.08% | 0.1% | 165 | +303 | 2.08% | Q1 2026 | Apr 30, 2026 |
| CREDIT AGRICOLE S A | History | No change | 14,511 | 1,330 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 14,462 | 1,325 | 0.0% | 0.0% | 167 | +11,011 | 319.07% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 14,184 | 1,300 | 0.0% | 0.01% | 168 | -367 | -2.52% | Q1 2026 | May 14, 2026 |
| Cascade Investment Advisors, Inc. | History | New | 14,075 | 1,290 | 0.76% | — | 169 | +14,075 | New | Q1 2026 | Apr 13, 2026 |
| Mill Creek Capital Advisors, LLC | History | Added to | 13,789 | 1,263 | 0.03% | 0.03% | 170 | +141 | 1.03% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 13,728 | 1,258 | 0.0% | 0.0% | 171 | -226 | -1.62% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 13,453 | 1,233 | 0.11% | — | 172 | +13,453 | New | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 13,075 | 1,198 | 0.04% | 0.04% | 173 | +3,232 | 32.84% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,919 | 1,184 | 0.01% | 0.02% | 174 | -692 | -5.08% | Q1 2026 | Apr 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,853 | 1,178 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 12,800 | 1,173 | 0.02% | 0.02% | 176 | +600 | 4.92% | Q1 2026 | Apr 20, 2026 |
| Ledgewood Wealth Advisors, LLC | History | No change | 12,550 | 1,150 | 0.65% | 0.84% | 177 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arizona State Retirement System | History | Reduced | 12,406 | 1,137 | 0.01% | 0.01% | 178 | -245 | -1.94% | Q1 2026 | May 01, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 12,327 | 1,129 | 0.11% | 0.14% | 179 | +854 | 7.44% | Q1 2026 | Apr 10, 2026 |
| Cardinal Capital Management | History | Added to | 12,248 | 1,122 | 0.14% | 0.17% | 180 | +1,043 | 9.31% | Q1 2026 | Apr 08, 2026 |
| EntryPoint Capital, LLC | History | New | 12,033 | 1,102 | 0.32% | — | 181 | +12,033 | New | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 11,916 | 1,092 | 0.0% | 0.0% | 182 | +2,623 | 28.23% | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 11,641 | 1,066 | 0.05% | 0.06% | 183 | +599 | 5.42% | Q1 2026 | Apr 29, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 11,440 | 1,049 | 0.02% | 0.06% | 184 | -22,010 | -65.8% | Q1 2026 | May 14, 2026 |
| Red Spruce Capital, LLC | History | Added to | 11,358 | 1,041 | 0.43% | 0.53% | 185 | +65 | 0.58% | Q1 2026 | Apr 09, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Added to | 11,250 | 1,031 | 0.39% | 0.36% | 186 | +3,471 | 44.62% | Q1 2026 | Apr 30, 2026 |
| Bronte Capital Management Pty Ltd. | History | Reduced | 11,121 | 1,019 | 0.1% | 0.14% | 187 | -532 | -4.57% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 11,078 | 1,015 | 0.01% | 0.01% | 188 | +14 | 0.13% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Added to | 10,852 | 994 | 0.03% | 0.03% | 189 | +462 | 4.45% | Q1 2026 | May 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 10,839 | 993 | 0.0% | — | 190 | +10,839 | New | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 10,741 | 984 | 0.01% | 0.02% | 191 | -7,844 | -42.21% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 8,415 | 982 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 10,690 | 979 | 0.0% | 0.0% | 193 | -81,102 | -88.35% | Q1 2026 | May 06, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 10,605 | 972 | 0.01% | 0.01% | 194 | +200 | 1.92% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 10,595 | 971 | 0.01% | 0.01% | 195 | -10,574 | -49.95% | Q1 2026 | Apr 15, 2026 |
| Edgestream Partners, L.P. | History | New | 10,574 | 969 | 0.03% | — | 196 | +10,574 | New | Q1 2026 | May 18, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Reduced | 10,500 | 962 | 0.21% | 0.47% | 197 | -6,300 | -37.5% | Q1 2026 | May 11, 2026 |
| Jain Global LLC | History | Reduced | 10,497 | 962 | 0.0% | 0.01% | 198 | -305 | -2.82% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 10,411 | 954 | 0.02% | 0.02% | 199 | +3,602 | 52.9% | Q1 2026 | Apr 27, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 10,338 | 947 | 0.15% | — | 200 | +10,338 | New | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | New | 10,271 | 941 | 0.23% | — | 201 | +10,271 | New | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 10,014 | 917 | 0.04% | 0.08% | 202 | -5,145 | -33.94% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 10,011 | 917 | 0.01% | 0.01% | 203 | +192 | 1.96% | Q1 2026 | May 14, 2026 |
| Capital Group Private Client Services, Inc. | History | No change | 10,000 | 916 | 0.02% | 0.02% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 9,900 | 907 | 0.0% | 0.0% | 206 | +300 | 3.13% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 9,905 | 907 | 0.01% | 0.01% | 205 | +13 | 0.13% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 9,811 | 899 | 0.0% | 0.0% | 207 | -7,202 | -42.33% | Q1 2026 | Apr 16, 2026 |
| Perbak Capital Partners LLP | History | New | 9,693 | 888 | 0.22% | — | 208 | +9,693 | New | Q1 2026 | May 15, 2026 |
| Sunstone Asset Management, L.P. | History | No change | 9,217 | 844 | 0.99% | 1.03% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AGF MANAGEMENT LTD | History | No change | 9,100 | 834 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 9,083 | 832 | 0.01% | 0.01% | 211 | +300 | 3.42% | Q1 2026 | Apr 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 8,900 | 816 | 0.03% | 0.03% | 212 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GABELLI FUNDS LLC | History | Added to | 8,728 | 800 | 0.01% | 0.0% | 213 | +3,528 | 67.85% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 8,712 | 798 | 0.03% | — | 214 | +8,712 | New | Q1 2026 | May 14, 2026 |
| AMERICAN ASSETS INC | History | New | 2,100 | 777 | 0.26% | — | 215 | +2,100 | New | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,466 | 776 | 0.0% | 0.0% | 216 | -21 | -0.25% | Q1 2026 | Apr 27, 2026 |
| Jump Financial, LLC | History | New | 8,399 | 769 | 0.01% | — | 217 | +8,399 | New | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,103 | 742 | 0.02% | 0.03% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 7,591 | 695 | 0.0% | 0.01% | 219 | -6,982 | -47.91% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 7,513 | 689 | 0.06% | 0.04% | 220 | +3,197 | 74.07% | Q1 2026 | Apr 28, 2026 |
| Diversified Trust Co | History | New | 7,456 | 683 | 0.01% | — | 221 | +7,456 | New | Q1 2026 | Apr 16, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,361 | 674 | 0.0% | 0.0% | 222 | +822 | 12.57% | Q1 2026 | Apr 22, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 5,686 | 664 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NATIXIS | History | New | 7,218 | 661 | 0.0% | — | 224 | +7,218 | New | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,193 | 659 | 0.01% | 0.01% | 225 | -2,656 | -26.97% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Added to | 7,169 | 657 | 0.01% | 0.01% | 226 | +1,864 | 35.14% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 6,976 | 639 | 0.0% | 0.0% | 227 | +324 | 4.87% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,889 | 631 | 0.0% | 0.0% | 228 | -602 | -8.04% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,773 | 607 | 0.0% | 0.0% | 229 | -2,491 | -26.89% | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,603 | 605 | 0.0% | 0.0% | 230 | -572 | -7.97% | Q1 2026 | May 13, 2026 |
| Clear Creek Financial Management, LLC | History | Added to | 6,477 | 593 | 0.05% | 0.05% | 231 | +1,505 | 30.27% | Q1 2026 | Apr 22, 2026 |
| XPONANCE LLC | History | Added to | 6,397 | 586 | 0.0% | 0.0% | 232 | +1,276 | 24.92% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | New | 6,329 | 580 | 0.02% | — | 233 | +6,329 | New | Q1 2026 | May 15, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 6,253 | 573 | 0.05% | 0.07% | 234 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,243 | 572 | 0.0% | 0.0% | 235 | +1,147 | 22.51% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 6,081 | 557 | 0.0% | 0.0% | 236 | +296 | 5.12% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 6,032 | 552 | 0.01% | — | 237 | +6,032 | New | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | New | 5,958 | 546 | 0.02% | — | 238 | +5,958 | New | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 5,835 | 534 | 0.02% | 0.03% | 239 | -100 | -1.68% | Q1 2026 | May 06, 2026 |
| AlphaQuest LLC | History | No change | 4,578 | 534 | 0.03% | 0.03% | 240 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| XTX Topco Ltd | History | Reduced | 5,821 | 533 | 0.01% | 0.02% | 241 | -1,086 | -15.72% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 5,728 | 525 | 0.0% | 0.02% | 242 | -8,561 | -59.91% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 5,696 | 522 | 0.01% | 0.01% | 243 | +463 | 8.85% | Q1 2026 | Apr 22, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 5,370 | 492 | 0.0% | 0.03% | 244 | -107,837 | -95.26% | Q1 2026 | May 06, 2026 |
| Apella Capital, LLC | History | Added to | 4,922 | 490 | 0.01% | 0.0% | 245 | +2,771 | 128.82% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,141 | 471 | 0.0% | 0.0% | 246 | -463 | -8.26% | Q1 2026 | May 04, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 5,100 | 467 | 0.0% | — | 248 | +5,100 | New | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 5,099 | 467 | 0.0% | 0.0% | 247 | +2,066 | 68.12% | Q1 2026 | May 05, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 4,986 | 457 | 0.01% | 0.01% | 249 | +687 | 15.98% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,918 | 450 | 0.0% | 0.0% | 250 | +798 | 19.37% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Added to | 4,880 | 447 | 0.0% | 0.0% | 251 | +1,286 | 35.78% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 4,980 | 443 | 0.08% | — | 252 | +4,980 | New | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Added to | 4,752 | 435 | 0.01% | 0.01% | 253 | +353 | 8.02% | Q1 2026 | Apr 27, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 4,664 | 427 | 0.42% | 0.52% | 254 | -204 | -4.19% | Q1 2026 | Apr 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,574 | 419 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 4,491 | 411 | 0.01% | 0.02% | 256 | -248 | -5.23% | Q1 2026 | May 13, 2026 |
| Qsemble Capital Management, LP | History | New | 4,434 | 406 | 0.03% | — | 257 | +4,434 | New | Q1 2026 | May 07, 2026 |
| State of Alaska, Department of Revenue | History | No change | 4,377 | 401 | 0.0% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,369 | 400 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,323 | 396 | 0.0% | 0.0% | 261 | +1,014 | 30.64% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Reduced | 4,327 | 396 | 0.0% | 0.0% | 260 | -718 | -14.23% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 4,313 | 395 | 0.0% | 0.06% | 263 | -148,855 | -97.18% | Q1 2026 | May 08, 2026 |
| AVIVA PLC | History | Added to | 4,312 | 395 | 0.0% | 0.0% | 262 | +114 | 2.72% | Q1 2026 | May 14, 2026 |
| Spectrum Strategic Capital Management, LLC | History | Added to | 4,221 | 386 | 0.21% | 0.23% | 264 | +454 | 12.05% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,072 | 373 | 0.0% | 0.0% | 265 | -1,734 | -29.87% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 4,049 | 371 | 0.01% | 0.01% | 266 | +180 | 4.65% | Q1 2026 | Apr 07, 2026 |
| Destination Wealth Management | History | Added to | 3,951 | 362 | 0.01% | 0.01% | 267 | +137 | 3.59% | Q1 2026 | May 15, 2026 |
| Impact Capital Partners LLC | History | Added to | 3,921 | 359 | 0.11% | 0.09% | 268 | +1,379 | 54.25% | Q1 2026 | Apr 10, 2026 |
| Focus Partners Wealth | History | Added to | 3,913 | 358 | 0.0% | 0.0% | 269 | +1,134 | 40.81% | Q1 2026 | May 14, 2026 |
| Alchemi Wealth, LLC | History | Reduced | 3,894 | 357 | 0.2% | 0.27% | 270 | -362 | -8.51% | Q1 2026 | May 07, 2026 |
| Forum Financial Management, LP | History | Reduced | 3,893 | 356 | 0.01% | 0.01% | 271 | -1,031 | -20.94% | Q1 2026 | Apr 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,872 | 354 | 0.0% | 0.01% | 272 | -2,179 | -36.01% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 3,829 | 350 | 0.0% | 0.0% | 273 | -608 | -13.7% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 3,773 | 345 | 0.0% | 0.0% | 274 | -5,557 | -59.56% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Added to | 3,636 | 333 | 0.01% | 0.01% | 275 | +1,313 | 56.52% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | New | 3,355 | 332 | 0.01% | — | 276 | +3,355 | New | Q1 2026 | May 04, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 3,548 | 325 | 0.0% | — | 277 | +3,548 | New | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 2,770 | 323 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bernardo Wealth Planning LLC | History | Added to | 3,500 | 320 | 0.06% | 0.07% | 279 | +299 | 9.34% | Q1 2026 | Apr 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 3,476 | 318 | 0.0% | 0.0% | 280 | -5,681 | -62.04% | Q1 2026 | Apr 30, 2026 |
| LVW Advisors, LLC | History | Added to | 3,470 | 318 | 0.03% | 0.04% | 281 | +377 | 12.19% | Q1 2026 | Apr 20, 2026 |
| Gibbs Wealth Management | History | Added to | 3,413 | 312 | 0.04% | 0.08% | 282 | +640 | 23.08% | Q1 2026 | May 13, 2026 |
| MQS Management LLC | History | New | 3,369 | 308 | 0.21% | — | 285 | +3,369 | New | Q1 2026 | Apr 23, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 3,361 | 308 | 0.01% | 0.02% | 283 | +662 | 24.53% | Q1 2026 | Apr 27, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 3,365 | 308 | 0.01% | 0.01% | 284 | +116 | 3.57% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,351 | 307 | 0.01% | 0.01% | 286 | +900 | 36.72% | Q1 2026 | May 14, 2026 |
| Circle Wealth Management, LLC | History | New | 3,336 | 305 | 0.0% | — | 287 | +3,336 | New | Q1 2026 | May 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 3,455 | 300 | 0.02% | — | 288 | +3,455 | New | Q1 2026 | May 15, 2026 |
| 111 Capital | History | New | 3,222 | 295 | 0.07% | — | 289 | +3,222 | New | Q1 2026 | May 11, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 3,200 | 293 | 0.04% | 0.05% | 290 | +500 | 18.52% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,202 | 293 | 0.0% | 0.0% | 291 | -40 | -1.23% | Q1 2026 | May 12, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 3,180 | 291 | 0.03% | — | 294 | +3,180 | New | Q1 2026 | May 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,181 | 291 | 0.01% | 0.01% | 292 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tolleson Wealth Management, Inc. | History | No change | 2,494 | 291 | 0.04% | 0.04% | 293 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Strid Group, LLC | History | No change | 3,157 | 289 | 0.04% | 0.05% | 295 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 3,108 | 284 | 0.0% | 0.0% | 296 | -9,616 | -75.57% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,058 | 280 | 0.0% | 0.0% | 297 | +982 | 47.3% | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | Added to | 3,065 | 280 | 0.02% | 0.02% | 298 | +749 | 32.34% | Q1 2026 | May 11, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 3,045 | 279 | 0.02% | 0.02% | 299 | +2,760 | 968.42% | Q1 2026 | May 21, 2026 |
| Founders Financial Alliance, LLC | History | Reduced | 3,050 | 279 | 0.05% | 0.07% | 300 | -99 | -3.14% | Q1 2026 | May 11, 2026 |
| ELCO Management Co., LLC | History | No change | 3,000 | 274 | 0.13% | 0.22% | 301 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Stiles Financial Services Inc | History | Added to | 2,915 | 267 | 0.08% | 0.07% | 302 | +1,051 | 56.38% | Q1 2026 | Apr 30, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 2,900 | 265 | 0.02% | 0.03% | 303 | +642 | 28.43% | Q1 2026 | Apr 24, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 2,878 | 263 | 0.01% | 0.01% | 304 | -400 | -12.2% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,811 | 257 | 0.0% | 0.0% | 305 | -6,325 | -69.23% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,733 | 250 | 0.0% | 0.0% | 306 | -1,008 | -26.94% | Q1 2026 | May 14, 2026 |
| DnB Asset Management AS | History | New | 2,609 | 239 | 0.0% | — | 307 | +2,609 | New | Q1 2026 | May 14, 2026 |
| PRUDENTIAL PLC | History | Reduced | 2,599 | 238 | 0.0% | 0.01% | 308 | -3,398 | -56.66% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,575 | 236 | 0.0% | 0.0% | 309 | +211 | 8.93% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 2,582 | 236 | 0.0% | 0.0% | 310 | -205 | -7.36% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 2,553 | 233 | 0.01% | 0.01% | 311 | -406 | -13.72% | Q1 2026 | May 15, 2026 |
| WEALTH ALLIANCE, LLC | History | New | 2,506 | 229 | 0.02% | — | 313 | +2,506 | New | Q1 2026 | May 14, 2026 |
| SEB Asset Management AB | History | New | 2,500 | 229 | 0.0% | — | 314 | +2,500 | New | Q1 2026 | May 07, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 2,501 | 229 | 0.01% | 0.01% | 312 | -214 | -7.88% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 2,494 | 228 | 0.0% | — | 316 | +2,494 | New | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 2,496 | 228 | 0.0% | 0.0% | 315 | +109 | 4.57% | Q1 2026 | May 15, 2026 |
| PARSONS CAPITAL MANAGEMENT INC/RI | History | Reduced | 2,418 | 221 | 0.01% | 0.02% | 317 | -1,001 | -29.28% | Q1 2026 | Apr 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 2,382 | 218 | 0.03% | 0.04% | 318 | +445 | 22.97% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 2,348 | 215 | 0.0% | 0.0% | 319 | -481 | -17.0% | Q1 2026 | May 14, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | Added to | 2,324 | 213 | 0.18% | 0.22% | 321 | +13 | 0.56% | Q1 2026 | Apr 21, 2026 |
| RMR Wealth Builders | History | No change | 2,331 | 213 | 0.02% | 0.02% | 320 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Utah Retirement Systems | History | No change | 2,322 | 212 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 2,305 | 211 | 0.0% | 0.0% | 323 | -761 | -24.82% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 2,300 | 210 | 0.0% | 0.0% | 324 | -11 | -0.48% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,256 | 206 | 0.0% | 0.0% | 325 | +414 | 22.48% | Q1 2026 | May 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,241 | 205 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,205 | 202 | 0.0% | 0.0% | 327 | -229 | -9.41% | Q1 2026 | May 11, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 2,200 | 201 | 0.02% | 0.4% | 329 | -46,046 | -95.44% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | No change | 2,202 | 201 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,089 | 187 | 0.01% | 0.02% | 330 | -66 | -3.06% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,956 | 179 | 0.0% | 0.0% | 331 | -1,173 | -37.49% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,500 | 175 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,800 | 164 | 0.01% | 0.01% | 333 | +7 | 0.39% | Q1 2026 | May 07, 2026 |
| Smithfield Trust Co | History | No change | 1,693 | 156 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,632 | 149 | 0.0% | 0.01% | 335 | -1,301 | -44.36% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,593 | 146 | 0.0% | 0.0% | 336 | -630 | -28.34% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 1,499 | 137 | 0.0% | 0.0% | 337 | -1,154 | -43.5% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,317 | 120 | 0.01% | — | 338 | +1,317 | New | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,300 | 119 | 0.0% | 0.0% | 339 | -3,300 | -71.74% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Reduced | 1,190 | 109 | 0.01% | 0.02% | 341 | -312 | -20.77% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 1,190 | 109 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 1,138 | 104 | 0.0% | 0.0% | 342 | -47 | -3.97% | Q1 2026 | May 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 1,109 | 101 | 0.01% | — | 344 | +1,109 | New | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | No change | 1,104 | 101 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Added to | 1,075 | 98 | 0.0% | 0.0% | 345 | +261 | 32.06% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 1,051 | 96 | 0.0% | 0.0% | 346 | -1 | -0.1% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,009 | 92 | 0.0% | 0.0% | 347 | +316 | 45.6% | Q1 2026 | May 07, 2026 |
| Clearstead Trust, LLC | History | No change | 1,000 | 91 | 0.01% | 0.02% | 348 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 964 | 88 | 0.0% | 0.0% | 349 | +555 | 135.7% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 902 | 82 | 0.0% | 0.0% | 350 | -1 | -0.11% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 888 | 81 | 0.0% | 0.01% | 351 | -321 | -26.55% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 631 | 73 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 737 | 68 | 0.0% | 0.0% | 353 | -240 | -24.56% | Q1 2026 | May 01, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 765 | 68 | 0.0% | 0.0% | 354 | +134 | 21.24% | Q1 2026 | May 08, 2026 |
| HM PAYSON & CO | History | No change | 734 | 67 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 716 | 65 | 0.01% | 0.01% | 356 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kozak & Associates, Inc. | History | Added to | 636 | 63 | 0.01% | 0.02% | 357 | +4 | 0.63% | Q1 2026 | Apr 14, 2026 |
| Covestor Ltd | History | Reduced | 632 | 58 | 0.04% | 0.06% | 358 | -277 | -30.47% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 631 | 57 | 0.0% | 0.0% | 359 | +94 | 17.5% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Added to | 614 | 56 | 0.01% | 0.0% | 360 | +599 | 3993.33% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 515 | 47 | 0.0% | 0.0% | 361 | -280 | -35.22% | Q1 2026 | Apr 06, 2026 |
| RHL GROUP, LLC | History | Added to | 514 | 47 | 0.04% | 0.05% | 362 | +3 | 0.59% | Q1 2026 | May 13, 2026 |
| Global X Japan Co., Ltd. | History | Reduced | 485 | 44 | 0.0% | 0.01% | 363 | -95 | -16.38% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 469 | 42 | 0.0% | 0.0% | 364 | -211 | -31.03% | Q1 2026 | Apr 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 429 | 39 | 0.0% | 0.0% | 365 | -61 | -12.45% | Q1 2026 | Apr 28, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 434 | 39 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | Reduced | 423 | 38 | 0.0% | 0.0% | 367 | -126 | -22.95% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 290 | 26 | 0.0% | — | 368 | +290 | New | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 261 | 23 | 0.0% | 0.0% | 369 | +211 | 422.0% | Q1 2026 | May 12, 2026 |
| Field & Main Bank | History | No change | 250 | 22 | 0.01% | 0.01% | 370 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 235 | 21 | 0.01% | 0.01% | 371 | -20 | -7.84% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 225 | 20 | 0.0% | 0.0% | 372 | -24 | -9.64% | Q1 2026 | Apr 07, 2026 |
| Bogart Wealth, LLC | History | Added to | 210 | 19 | 0.0% | 0.0% | 373 | +201 | 2233.33% | Q1 2026 | Apr 28, 2026 |
| Centerpoint Advisors, LLC | History | Added to | 191 | 18 | 0.01% | 0.01% | 374 | +32 | 20.13% | Q1 2026 | May 07, 2026 |
| TSFG, LLC | History | Added to | 193 | 18 | 0.0% | 0.0% | 375 | +1 | 0.52% | Q1 2026 | Apr 27, 2026 |
| Citizens National Bank Trust Department | History | No change | 200 | 18 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Western Wealth Management, LLC | History | New | 193 | 17 | 0.0% | — | 377 | +193 | New | Q1 2026 | May 19, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 168 | 16 | 0.0% | 0.0% | 379 | +48 | 40.0% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 185 | 16 | 0.0% | 0.0% | 378 | +14 | 8.19% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 171 | 15 | 0.0% | 0.0% | 380 | +13 | 8.23% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 159 | 14 | 0.0% | 0.0% | 381 | -45 | -22.06% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 150 | 13 | 0.0% | — | 383 | +150 | New | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 151 | 13 | 0.0% | 0.0% | 382 | -2 | -1.31% | Q1 2026 | Apr 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 139 | 12 | 0.01% | 0.01% | 385 | -3 | -2.11% | Q1 2026 | May 13, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 140 | 12 | 0.0% | 0.01% | 384 | -1 | -0.71% | Q1 2026 | Apr 10, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 138 | 12 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | New | 122 | 11 | 0.0% | — | 389 | +122 | New | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 129 | 11 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 96 | 11 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SHP Wealth Management | History | Added to | 117 | 10 | 0.0% | 0.0% | 390 | +101 | 631.25% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Added to | 110 | 10 | 0.0% | 0.0% | 391 | +59 | 115.69% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 99 | 9 | 0.0% | 0.0% | 393 | -168 | -62.92% | Q1 2026 | Apr 13, 2026 |
| NBT BANK N A /NY | History | Reduced | 102 | 9 | 0.0% | 0.0% | 392 | -15 | -12.82% | Q1 2026 | Apr 28, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 100 | 9 | 0.0% | 0.0% | 394 | -3 | -2.91% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Added to | 106 | 9 | 0.0% | 0.0% | 396 | +1 | 0.95% | Q1 2026 | Apr 24, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 100 | 9 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 83 | 7 | 0.0% | 0.0% | 399 | -251 | -75.15% | Q1 2026 | Apr 06, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 85 | 7 | 0.0% | — | 400 | +85 | New | Q1 2026 | Apr 29, 2026 |
| Mosley Wealth Management | History | New | 54 | 7 | 0.0% | — | 401 | +54 | New | Q1 2026 | Apr 27, 2026 |
| FIRST HORIZON CORP | History | No change | 83 | 7 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WPG Advisers, LLC | History | Reduced | 72 | 6 | 0.0% | 0.01% | 403 | -32 | -30.77% | Q1 2026 | Apr 29, 2026 |
| Geneos Wealth Management Inc. | History | No change | 75 | 6 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 58 | 5 | 0.0% | 0.0% | 404 | -73 | -55.73% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 61 | 5 | 0.0% | 0.0% | 405 | +39 | 177.27% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 49 | 4 | 0.0% | 0.0% | 406 | -184 | -78.97% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 47 | 4 | 0.0% | 0.0% | 408 | -79 | -62.7% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | New | 48 | 4 | 0.0% | — | 410 | +48 | New | Q1 2026 | Apr 30, 2026 |
| Truvestments Capital LLC | History | No change | 48 | 4 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 44 | 4 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 43 | 3 | 0.0% | 0.0% | 411 | -128 | -74.85% | Q1 2026 | Apr 30, 2026 |
| Richardson Capital Management LLC | History | New | 33 | 3 | 0.0% | — | 417 | +33 | New | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Added to | 38 | 3 | 0.0% | 0.0% | 416 | +15 | 65.22% | Q1 2026 | May 11, 2026 |
| Colonial Trust Co / SC | History | Added to | 39 | 3 | 0.0% | 0.0% | 415 | +2 | 5.41% | Q1 2026 | May 12, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 39 | 3 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AdvisorNet Financial, Inc | History | No change | 36 | 3 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 36 | 3 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MidFirst Bank | History | Reduced | 28 | 2 | 0.0% | 0.0% | 424 | -1,917 | -98.56% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 26 | 2 | 0.0% | 0.0% | 421 | -52 | -66.67% | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | New | 28 | 2 | 0.0% | — | 425 | +28 | New | Q1 2026 | Apr 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 29 | 2 | 0.0% | 0.0% | 418 | +20 | 222.22% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 19 | 2 | 0.0% | 0.0% | 420 | -4 | -17.39% | Q1 2026 | Apr 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 30 | 2 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 23 | 2 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 11 | 1 | 0.0% | 0.0% | 426 | -75 | -87.21% | Q1 2026 | May 13, 2026 |
| WealthCollab, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 430 | -23 | -58.97% | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | New | 15 | 1 | 0.0% | — | 433 | +15 | New | Q1 2026 | Apr 15, 2026 |
| JPL Wealth Management, LLC | History | New | 15 | 1 | 0.0% | — | 436 | +15 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 15 | 1 | 0.0% | — | 431 | +14 | 1400.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 14 | 1 | 0.0% | — | 435 | +14 | New | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | New | 12 | 1 | 0.0% | — | 434 | +12 | New | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | New | 12 | 1 | 0.0% | — | 437 | +12 | New | Q1 2026 | May 21, 2026 |
| Raleigh Capital Management Inc. | History | New | 11 | 1 | 0.0% | — | 432 | +11 | New | Q1 2026 | Apr 28, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 20 | 1 | 0.0% | 0.0% | 429 | -7 | -25.93% | Q1 2026 | Apr 17, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 21 | 1 | 0.0% | 0.0% | 427 | -6 | -22.22% | Q1 2026 | May 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Greenhouse Funds LLLP | History | Closed out | 0 | 0 | — | 3.27% | — | -774,330 | -100.0% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.96% | — | -428,335 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Analog Century Management LP | History | Closed out | 0 | 0 | — | 2.31% | — | -401,726 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -119,820 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.08% | — | -77,222 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -49,000 | -100.0% | Q1 2026 | May 13, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -40,680 | -100.0% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.01% | — | -37,604 | -100.0% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -28,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,096 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -23,949 | -100.0% | Q1 2026 | May 15, 2026 |
| Korea Investment CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -21,580 | -100.0% | Q1 2026 | May 12, 2026 |
| BAHL & GAYNOR INC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,913 | -100.0% | Q1 2026 | May 07, 2026 |
| AI-Squared Management Ltd | History | Closed out | 0 | 0 | — | 2.21% | — | -16,281 | -100.0% | Q1 2026 | May 12, 2026 |
| Erste Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.02% | — | -15,256 | -100.0% | Q1 2026 | May 11, 2026 |
| CAMBIAR INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -13,360 | -100.0% | Q1 2026 | May 12, 2026 |
| Montanaro Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.42% | — | -12,900 | -100.0% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,837 | -100.0% | Q1 2026 | May 13, 2026 |
| Rockbridge Asset Management LLC | History | Closed out | 0 | 0 | — | 0.83% | — | -11,748 | -100.0% | Q1 2026 | May 14, 2026 |
| Epoch Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,046 | -100.0% | Q1 2026 | May 14, 2026 |
| SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.01% | — | -7,815 | -100.0% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,722 | -100.0% | Q1 2026 | May 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -5,924 | -100.0% | Q1 2026 | May 13, 2026 |
| ALLIANZ SE | History | Closed out | 0 | 0 | — | 0.01% | — | -4,561 | -100.0% | Q1 2026 | May 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,125 | -100.0% | Q1 2026 | May 07, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,519 | -100.0% | Q1 2026 | May 14, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -3,290 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,168 | -100.0% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -3,097 | -100.0% | Q1 2026 | May 13, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -3,048 | -100.0% | Q1 2026 | May 15, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.16% | — | -3,032 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Lazard Freres Gestion S.A.S. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.08% | — | -2,747 | -100.0% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,558 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,366 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,365 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,347 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,300 | -100.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,281 | -100.0% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,225 | -100.0% | Q1 2026 | May 11, 2026 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.01% | — | -2,180 | -100.0% | Q1 2026 | May 04, 2026 |
| Alphadyne Asset Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,100 | -100.0% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,077 | -100.0% | Q1 2026 | May 13, 2026 |
| KINTRA WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,072 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,068 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,060 | -100.0% | Q1 2026 | May 07, 2026 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,056 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -2,056 | -100.0% | Q1 2026 | May 13, 2026 |
| Connecticut Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,931 | -100.0% | Q1 2026 | May 15, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,864 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,863 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,841 | -100.0% | Q1 2026 | Apr 07, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,840 | -100.0% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,809 | -100.0% | Q1 2026 | May 12, 2026 |
| Firestone Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -1,803 | -100.0% | Q1 2026 | May 08, 2026 |
| Chesley Taft & Associates LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,750 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -1,716 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -328 | -100.0% | Q1 2026 | May 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -216 | -100.0% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -206 | -100.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -131 | -92.91% | Q1 2026 | May 06, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -63 | -98.44% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 9 | 0 | — | 0.0% | — | -50 | -84.75% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Costello Asset Management, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 14, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -15 | -75.0% | Q1 2026 | Apr 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -14 | -60.87% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Manchester Capital Management LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -8 | -61.54% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 08, 2026 |
| Wall Street Financial Group, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 05, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1 | 0 | — | — | — | -5 | -83.33% | Q1 2026 | Apr 23, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -5 | -83.33% | Q1 2026 | Apr 29, 2026 |
| SouthState Bank Corp | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 23, 2026 |
| Marquette Asset Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 21, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 04, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 01, 2026 |
| Elevated Capital Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | Apr 30, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 4 | 0 | — | — | — | -2 | -33.33% | Q1 2026 | Apr 08, 2026 |
| American Capital Advisory, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| HFM Investment Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 01, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 08, 2026 |
| Dunhill Financial, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 17, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| Activest Wealth Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 15, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Trust Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Avalon Trust Co | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cromwell Holdings LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MASECO LLP | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |