OneMain Holdings, Inc. - OMF
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 | 11,821,728 | 798,557 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 10,011,773 | 535,529 | 0.01% | 0.01% | 2 | +180,030 | 1.83% | Q1 2026 | May 13, 2026 |
| Brave Warrior Advisors, LLC | History | Reduced | 7,703,307 | 412,049 | 10.2% | 12.25% | 3 | -35,986 | -0.46% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 5,722,542 | 306,085 | 0.07% | 0.1% | 4 | -3,257,296 | -36.27% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,446,867 | 291,352 | 0.02% | — | 5 | +5,446,867 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,305,796 | 283,807 | 0.01% | — | 6 | +5,305,796 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 5,225,271 | 279,499 | 0.01% | 0.02% | 7 | -1,616,454 | -23.63% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,342,241 | 232,257 | 0.05% | 0.06% | 8 | +308,370 | 7.64% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,999,626 | 213,939 | 0.02% | 0.02% | 9 | +2,143,917 | 115.53% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,306,238 | 175,858 | 0.08% | 0.06% | 10 | +1,694,137 | 105.09% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,729,862 | 146,030 | 0.07% | 0.08% | 11 | +195,591 | 7.72% | Q1 2026 | May 18, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 2,683,426 | 143,536 | 1.78% | 2.09% | 12 | -129,602 | -4.61% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 2,409,020 | 128,858 | 0.0% | 0.01% | 13 | +103,774 | 4.5% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 2,268,319 | 121,332 | 0.07% | 0.09% | 14 | -42,194 | -1.83% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,207,239 | 118,382 | 0.01% | 0.01% | 15 | -215,323 | -8.89% | Q1 2026 | May 15, 2026 |
| COOPERMAN LEON G | History | Added to | 2,005,000 | 107,247 | 3.52% | 1.57% | 16 | +1,305,000 | 186.43% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 1,484,999 | 100,311 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,651,501 | 88,338 | 0.05% | 0.04% | 18 | +358,686 | 27.74% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 1,535,005 | 82,107 | 0.02% | 0.03% | 19 | +18,564 | 1.22% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,518,361 | 81,217 | 0.01% | 0.02% | 20 | +56,193 | 3.84% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,447,263 | 77,414 | 0.01% | 0.01% | 21 | +27,817 | 1.96% | Q1 2026 | May 14, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 1,320,904 | 70,655 | 0.06% | 0.1% | 22 | -494,904 | -27.26% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,240,470 | 66,352 | 0.01% | 0.01% | 23 | +436,711 | 54.33% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,089,801 | 58,293 | 0.06% | 0.04% | 24 | +530,383 | 94.81% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,061,798 | 56,795 | 0.01% | 0.01% | 25 | +9,951 | 0.95% | Q1 2026 | May 05, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 947,491 | 50,682 | 0.01% | 0.01% | 26 | -85,756 | -8.3% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 946,306 | 50,617 | 0.04% | 0.05% | 27 | -98,243 | -9.41% | Q1 2026 | May 13, 2026 |
| CERTUITY, LLC | History | Reduced | 931,688 | 49,835 | 3.27% | 8.21% | 28 | -999,076 | -51.75% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 922,925 | 49,367 | 0.0% | 0.0% | 29 | +123,439 | 15.44% | Q1 2026 | May 15, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 872,444 | 46,667 | 2.2% | 2.51% | 30 | -46,401 | -5.05% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 862,608 | 46,140 | 0.01% | 0.0% | 31 | +626,521 | 265.38% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 843,912 | 45,140 | 0.0% | 0.0% | 32 | +456,470 | 117.82% | Q1 2026 | May 15, 2026 |
| Patient Capital Management, LLC | History | Reduced | 781,371 | 41,795 | 1.53% | 2.15% | 33 | -43,571 | -5.28% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 769,875 | 41,181 | 0.07% | 0.08% | 34 | +5,845 | 0.77% | Q1 2026 | May 15, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 753,375 | 40,298 | 0.24% | 0.22% | 35 | -2,255 | -0.3% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 729,498 | 39,020 | 0.01% | — | 36 | +729,498 | New | Q1 2026 | May 08, 2026 |
| Allianz Asset Management GmbH | History | Added to | 675,251 | 36,119 | 0.04% | 0.03% | 37 | +193,856 | 40.27% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 577,986 | 30,916 | 0.0% | 0.01% | 38 | -868,375 | -60.04% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 535,422 | 28,639 | 0.0% | 0.0% | 39 | +238,753 | 80.48% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 497,107 | 26,590 | 0.01% | 0.02% | 40 | -15,799 | -3.08% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 486,861 | 26,046 | 0.01% | 0.01% | 41 | +233 | 0.05% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 484,454 | 25,913 | 0.05% | 0.02% | 42 | +330,733 | 215.15% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 483,729 | 25,875 | 0.06% | 0.07% | 43 | +7,128 | 1.5% | Q1 2026 | Apr 22, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Added to | 475,715 | 25,445 | 0.63% | 0.62% | 44 | +114,943 | 31.86% | Q1 2026 | May 04, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 465,727 | 24,911 | 0.79% | 1.54% | 45 | -339,668 | -42.17% | Q1 2026 | May 21, 2026 |
| PEAK6 LLC | History | Added to | 438,983 | 23,481 | 0.06% | 0.03% | 46 | +215,283 | 96.24% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 384,706 | 20,577 | 0.01% | 0.01% | 47 | +216,619 | 128.87% | Q1 2026 | May 15, 2026 |
| Parkwood LLC | History | Added to | 371,440 | 19,868 | 1.76% | 1.58% | 48 | +69,996 | 23.22% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 364,236 | 19,482 | 0.0% | 0.01% | 49 | +874 | 0.24% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 343,718 | 18,387 | 0.0% | 0.02% | 50 | -2,087,762 | -85.86% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 323,035 | 17,279 | 0.03% | 0.04% | 51 | +10,044 | 3.21% | Q1 2026 | May 01, 2026 |
| Trexquant Investment LP | History | Added to | 317,192 | 16,966 | 0.12% | 0.16% | 52 | +49,881 | 18.66% | Q1 2026 | May 15, 2026 |
| Azora Capital LP | History | Reduced | 290,665 | 15,547 | 1.02% | 5.8% | 53 | -1,072,269 | -78.67% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 276,752 | 14,803 | 0.55% | 0.55% | 54 | +38,099 | 15.96% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 271,816 | 14,539 | 0.02% | 0.03% | 55 | +86,782 | 46.9% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 271,107 | 14,501 | 0.05% | 0.08% | 56 | -168,589 | -38.34% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 267,069 | 14,285 | 0.0% | 0.0% | 57 | -13,249 | -4.73% | Q1 2026 | May 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 266,073 | 14,232 | 0.01% | 0.01% | 58 | +30,506 | 12.95% | Q1 2026 | May 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 257,215 | 13,758 | 0.0% | 0.0% | 59 | -57,791 | -18.35% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 233,014 | 12,463 | 0.01% | 0.01% | 60 | +14,419 | 6.6% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Reduced | 233,000 | 12,463 | 0.01% | 0.01% | 61 | -1,400 | -0.6% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Reduced | 230,199 | 12,313 | 0.0% | 0.0% | 62 | -13,089 | -5.38% | Q1 2026 | May 12, 2026 |
| PB INVESTMENT PARTNERS, L.P. | History | Reduced | 200,052 | 10,700 | 8.42% | 12.63% | 63 | -94,369 | -32.05% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Added to | 195,320 | 10,447 | 0.01% | 0.0% | 64 | +178,962 | 1094.03% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 192,383 | 10,290 | 0.0% | 0.0% | 65 | +83,059 | 75.98% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 189,204 | 10,120 | 0.0% | 0.0% | 66 | +76,536 | 67.93% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 183,952 | 9,839 | 0.02% | 0.03% | 67 | -13,481 | -6.83% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 185,091 | 9,665 | 0.0% | 0.0% | 68 | -22,033 | -10.64% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 163,418 | 8,741 | 0.01% | 0.01% | 69 | +60,218 | 58.35% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 159,214 | 8,516 | 0.02% | 0.02% | 70 | -544 | -0.34% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 157,772 | 8,439 | 0.0% | 0.0% | 71 | -19,459 | -10.98% | Q1 2026 | May 06, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 151,718 | 8,115 | 0.35% | 0.43% | 72 | -119 | -0.08% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 149,331 | 7,987 | 0.01% | 0.01% | 73 | +20,757 | 16.14% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 140,981 | 7,541 | 0.01% | 0.01% | 74 | +28,424 | 25.25% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 137,539 | 7,356 | 0.01% | 0.01% | 75 | +11,047 | 8.73% | Q1 2026 | May 11, 2026 |
| Channing Capital Management, LLC | History | Added to | 134,825 | 7,211 | 0.18% | 0.17% | 76 | +37,412 | 38.41% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 123,714 | 6,617 | 0.0% | 0.0% | 77 | -20,677 | -14.32% | Q1 2026 | May 08, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 120,377 | 6,438 | 0.57% | 0.45% | 78 | -25,322 | -17.38% | Q1 2026 | May 15, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 116,751 | 6,245 | 0.04% | 0.06% | 79 | +18 | 0.02% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 115,404 | 6,172 | 0.01% | — | 80 | +115,404 | New | Q1 2026 | May 08, 2026 |
| Barnett & Company, Inc. | History | Added to | 112,790 | 6,033 | 4.69% | 6.1% | 81 | +617 | 0.55% | Q1 2026 | Apr 30, 2026 |
| Bridgewater Associates, LP | History | Reduced | 109,752 | 5,870 | 0.03% | 0.04% | 82 | -56,765 | -34.09% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 109,073 | 5,834 | 0.01% | 0.01% | 83 | +21,572 | 24.65% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 107,567 | 5,753 | 0.0% | 0.01% | 84 | -2,761 | -2.5% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 105,433 | 5,639 | 0.01% | 0.0% | 85 | +46,730 | 79.6% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 105,404 | 5,638 | 0.0% | 0.0% | 86 | +6,600 | 6.68% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 105,355 | 5,635 | 0.0% | 0.0% | 87 | +41,908 | 66.05% | Q1 2026 | May 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 104,527 | 5,591 | 0.07% | 0.06% | 88 | +28,536 | 37.55% | Q1 2026 | May 05, 2026 |
| Lido Advisors, LLC | History | Reduced | 101,679 | 5,438 | 0.02% | 0.03% | 89 | -44,728 | -30.55% | Q1 2026 | May 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 95,771 | 5,122 | 0.11% | 0.08% | 90 | +37,447 | 64.21% | Q1 2026 | May 13, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 92,315 | 4,938 | 0.02% | 0.02% | 91 | +4,590 | 5.23% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 91,426 | 4,890 | 0.01% | 0.0% | 92 | +58,043 | 173.87% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 91,058 | 4,880 | 0.01% | 0.01% | 93 | -442 | -0.48% | Q1 2026 | May 14, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 87,900 | 4,702 | 0.01% | 0.01% | 94 | +8,100 | 10.15% | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 67,127 | 4,534 | 0.0% | 0.0% | 95 | +2,809 | 4.37% | Q1 2026 | May 15, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 82,941 | 4,436 | 1.16% | 1.97% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 82,247 | 4,399 | 0.08% | 0.11% | 97 | -8,831 | -9.7% | Q1 2026 | Apr 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 81,642 | 4,367 | 0.01% | — | 98 | +81,642 | New | Q1 2026 | May 15, 2026 |
| Asio Capital, LLC | History | Added to | 80,662 | 4,314 | 0.61% | 0.7% | 99 | +7,113 | 9.67% | Q1 2026 | Apr 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 80,454 | 4,303 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FJ Capital Management LLC | History | New | 75,795 | 4,054 | 0.46% | — | 101 | +75,795 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 75,559 | 4,039 | 0.02% | 0.03% | 102 | -995 | -1.3% | Q1 2026 | Apr 15, 2026 |
| Cetera Investment Advisers | History | Added to | 73,638 | 3,938 | 0.0% | 0.01% | 103 | +2,301 | 3.23% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 72,773 | 3,892 | 0.0% | 0.0% | 104 | +4,667 | 6.85% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 72,110 | 3,857 | 0.0% | — | 105 | +72,110 | New | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 71,627 | 3,831 | 0.12% | 0.15% | 106 | +3,163 | 4.62% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Added to | 70,623 | 3,777 | 0.02% | 0.01% | 107 | +31,570 | 80.84% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 68,360 | 3,656 | 0.01% | 0.0% | 108 | +36,452 | 114.24% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 67,005 | 3,584 | 0.0% | — | 109 | +67,005 | New | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Reduced | 65,069 | 3,480 | 0.01% | 0.01% | 110 | -5,050 | -7.2% | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 64,076 | 3,427 | 0.0% | 0.0% | 111 | -6,092 | -8.68% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 64,042 | 3,425 | 0.0% | 0.01% | 112 | -2,940 | -4.39% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 60,247 | 3,222 | 0.01% | 0.02% | 113 | -22,881 | -27.53% | Q1 2026 | May 13, 2026 |
| Sea Cliff Partners Management, LP | History | New | 60,000 | 3,209 | 1.66% | — | 114 | +60,000 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 59,418 | 3,178 | 0.01% | 0.01% | 115 | -4,581 | -7.16% | Q1 2026 | Apr 30, 2026 |
| ExodusPoint Capital Management, LP | History | New | 59,379 | 3,176 | 0.03% | — | 116 | +59,379 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 58,926 | 3,151 | 0.0% | 0.0% | 117 | -32,803 | -35.76% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 58,751 | 3,142 | 0.01% | 0.01% | 118 | +18,930 | 47.54% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 57,053 | 3,051 | 0.06% | 0.1% | 119 | -7,536 | -11.67% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 56,175 | 3,004 | 0.0% | 0.01% | 120 | +4,530 | 8.77% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 56,072 | 2,999 | 0.0% | 0.01% | 121 | +2,522 | 4.71% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 53,718 | 2,873 | 0.02% | 0.02% | 122 | +14,829 | 38.13% | Q1 2026 | May 05, 2026 |
| ALGERT GLOBAL LLC | History | No change | 52,335 | 2,799 | 0.04% | 0.06% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TCW GROUP INC | History | Reduced | 52,302 | 2,797 | 0.02% | 0.03% | 124 | -7,635 | -12.74% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 52,137 | 2,788 | 0.02% | 0.03% | 125 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Empowered Funds, LLC | History | Reduced | 51,552 | 2,757 | 0.02% | 0.07% | 126 | -13,387 | -20.61% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 50,636 | 2,708 | 0.26% | 0.35% | 127 | -3,295 | -6.11% | Q1 2026 | May 06, 2026 |
| Tidal Investments LLC | History | Added to | 51,555 | 2,707 | 0.01% | 0.0% | 128 | +34,039 | 194.33% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 49,043 | 2,623 | 0.03% | 0.05% | 129 | -15,364 | -23.85% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 48,053 | 2,598 | 0.01% | 0.0% | 130 | +7,184 | 17.58% | Q1 2026 | Apr 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 48,574 | 2,594 | 0.0% | 0.0% | 131 | +10,969 | 29.17% | Q1 2026 | May 08, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 48,358 | 2,586 | 0.0% | 0.0% | 132 | -158 | -0.33% | Q1 2026 | Apr 21, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 48,167 | 2,576 | 0.03% | 0.04% | 133 | -5,691 | -10.57% | Q1 2026 | Apr 27, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 47,976 | 2,566 | 0.01% | — | 134 | +47,976 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 47,954 | 2,565 | 0.0% | 0.01% | 135 | -24,606 | -33.91% | Q1 2026 | May 06, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 45,761 | 2,447 | 0.14% | 0.18% | 136 | -420 | -0.91% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 44,607 | 2,386 | 0.0% | 0.0% | 137 | -735 | -1.62% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | New | 44,344 | 2,371 | 0.0% | — | 138 | +44,344 | New | Q1 2026 | May 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 43,863 | 2,346 | 0.6% | — | 139 | +43,863 | New | Q1 2026 | May 15, 2026 |
| Impact Capital Partners LLC | History | Reduced | 43,415 | 2,322 | 0.7% | 1.2% | 140 | -16,337 | -27.34% | Q1 2026 | Apr 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 42,952 | 2,297 | 0.0% | 0.01% | 141 | +5,635 | 15.1% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 42,881 | 2,294 | 0.01% | 0.01% | 142 | +11,800 | 37.97% | Q1 2026 | Apr 28, 2026 |
| Corient Private Wealth LLC | History | Reduced | 41,925 | 2,231 | 0.0% | 0.0% | 143 | -27,797 | -39.87% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 40,769 | 2,180 | 0.01% | 0.01% | 144 | +2,165 | 5.61% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 39,581 | 2,117 | 0.01% | 0.01% | 145 | -4,836 | -10.89% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 39,541 | 2,115 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 39,091 | 2,090 | 0.01% | 0.01% | 147 | +1,463 | 3.89% | Q1 2026 | May 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 38,536 | 2,061 | 0.01% | 0.0% | 148 | +26,878 | 230.55% | Q1 2026 | Apr 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 37,962 | 2,030 | 0.0% | 0.0% | 149 | +16,117 | 73.78% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 37,585 | 2,010 | 0.0% | 0.0% | 150 | -21,307 | -36.18% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 29,000 | 1,958 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 36,181 | 1,935 | 0.04% | 0.05% | 152 | +1,298 | 3.72% | Q1 2026 | May 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 36,104 | 1,931 | 0.01% | 0.01% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 35,339 | 1,890 | 1.08% | 1.26% | 154 | -1,509 | -4.1% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 27,894 | 1,884 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 34,380 | 1,838 | 0.0% | 0.0% | 156 | +20,659 | 150.56% | Q1 2026 | May 13, 2026 |
| Range Financial Group LLC | History | Reduced | 34,058 | 1,821 | 0.61% | 0.8% | 157 | -163 | -0.48% | Q1 2026 | Apr 30, 2026 |
| FFT WEALTH MANAGEMENT LLC | History | No change | 33,822 | 1,809 | 0.33% | 0.44% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 33,699 | 1,802 | 0.0% | — | 159 | +33,699 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 33,446 | 1,789 | 0.0% | 0.0% | 160 | +9,036 | 37.02% | Q1 2026 | May 14, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 33,293 | 1,780 | 0.21% | 0.26% | 161 | +287 | 0.87% | Q1 2026 | May 06, 2026 |
| Sippican Capital Advisors | History | Reduced | 32,781 | 1,753 | 1.2% | 1.42% | 162 | -25 | -0.08% | Q1 2026 | Apr 23, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 32,684 | 1,748 | 0.3% | 0.05% | 163 | +29,218 | 842.99% | Q1 2026 | Apr 09, 2026 |
| Engineers Gate Manager LP | History | New | 32,584 | 1,742 | 0.02% | — | 164 | +32,584 | New | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 32,339 | 1,729 | 0.01% | 0.01% | 165 | -744 | -2.25% | Q1 2026 | May 01, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 32,289 | 1,727 | 0.01% | — | 166 | +32,289 | New | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | New | 31,888 | 1,705 | 0.06% | — | 167 | +31,888 | New | Q1 2026 | May 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 31,000 | 1,658 | 0.17% | 0.51% | 168 | -50,000 | -61.73% | Q1 2026 | May 07, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 30,614 | 1,637 | 0.1% | — | 169 | +30,614 | New | Q1 2026 | May 06, 2026 |
| IMC-Chicago, LLC | History | New | 30,087 | 1,609 | 0.0% | — | 170 | +30,087 | New | Q1 2026 | May 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 30,009 | 1,605 | 0.0% | — | 171 | +30,009 | New | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 29,987 | 1,604 | 0.0% | 0.01% | 172 | -220 | -0.73% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 29,078 | 1,555 | 0.01% | 0.0% | 173 | +12,430 | 74.66% | Q1 2026 | May 08, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 28,903 | 1,546 | 0.14% | 0.13% | 174 | -3,684 | -11.31% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 28,851 | 1,543 | 0.0% | 0.0% | 175 | +28,830 | 137285.71% | Q1 2026 | May 01, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 28,721 | 1,536 | 0.02% | 0.02% | 176 | +2,086 | 7.83% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 28,483 | 1,523 | 0.02% | 0.02% | 177 | +10,709 | 60.25% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 28,070 | 1,501 | 0.0% | 0.01% | 178 | +1,335 | 4.99% | Q1 2026 | May 04, 2026 |
| ICON ADVISERS INC/CO | History | No change | 28,000 | 1,497 | 0.35% | 0.41% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 27,170 | 1,453 | 0.0% | — | 180 | +27,170 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 26,918 | 1,439 | 0.01% | 0.01% | 181 | -5,002 | -15.67% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 26,100 | 1,396 | 0.01% | 0.01% | 182 | +700 | 2.76% | Q1 2026 | Apr 29, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 26,699 | 1,394 | 0.0% | 0.0% | 183 | -33,619 | -55.74% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 25,999 | 1,392 | 0.01% | 0.01% | 184 | -3,039 | -10.47% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 23,659 | 1,390 | 0.02% | 0.03% | 185 | +364 | 1.56% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 25,441 | 1,360 | 0.0% | 0.0% | 186 | -8,525 | -25.1% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 24,559 | 1,314 | 0.0% | 0.0% | 187 | -2,291 | -8.53% | Q1 2026 | Apr 30, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 23,164 | 1,239 | 0.01% | 0.01% | 188 | +9,580 | 70.52% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 21,923 | 1,172 | 0.0% | 0.0% | 189 | +1,761 | 8.73% | Q1 2026 | May 14, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 21,857 | 1,169 | 0.32% | 0.52% | 190 | -7,753 | -26.18% | Q1 2026 | May 11, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 21,765 | 1,164 | 0.02% | 0.08% | 191 | -56,836 | -72.31% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 21,715 | 1,161 | 0.0% | 0.01% | 192 | +312 | 1.46% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Added to | 21,326 | 1,140 | 0.23% | 0.11% | 193 | +13,937 | 188.62% | Q1 2026 | May 13, 2026 |
| Independent Advisor Alliance | History | Reduced | 21,233 | 1,135 | 0.01% | 0.06% | 194 | -17,945 | -45.8% | Q1 2026 | May 12, 2026 |
| Amundi | History | Added to | 20,711 | 1,107 | 0.0% | 0.0% | 195 | +11,888 | 134.74% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 20,352 | 1,088 | 0.01% | 0.01% | 197 | +5,774 | 39.61% | Q1 2026 | May 15, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 19,983 | 1,088 | 0.08% | 0.09% | 196 | +3,770 | 23.25% | Q1 2026 | May 06, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 20,250 | 1,082 | 0.0% | 0.0% | 198 | +3,184 | 18.66% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | Reduced | 18,999 | 1,016 | 0.02% | 0.02% | 199 | -560 | -2.86% | Q1 2026 | May 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 18,979 | 1,015 | 0.0% | 0.0% | 200 | +1,448 | 8.26% | Q1 2026 | Apr 22, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 18,753 | 1,003 | 0.0% | 0.0% | 201 | -23,296 | -55.4% | Q1 2026 | Apr 30, 2026 |
| NOVEM GROUP | History | Added to | 18,544 | 991 | 0.11% | 0.14% | 202 | +721 | 4.05% | Q1 2026 | Apr 10, 2026 |
| Marshall Financial Group, LLC | History | Reduced | 18,513 | 990 | 0.16% | 0.24% | 203 | -11 | -0.06% | Q1 2026 | Apr 10, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 18,463 | 987 | 0.0% | 0.0% | 204 | -743 | -3.87% | Q1 2026 | Apr 30, 2026 |
| Fieldview Capital Management, LLC | History | New | 18,219 | 974 | 0.28% | — | 205 | +18,219 | New | Q1 2026 | May 14, 2026 |
| GREENLEAF TRUST | History | Added to | 18,061 | 966 | 0.01% | 0.01% | 206 | +141 | 0.79% | Q1 2026 | Apr 27, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 17,773 | 960 | 0.0% | 0.01% | 207 | -80 | -0.45% | Q1 2026 | May 12, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 17,581 | 940 | 0.1% | 0.13% | 208 | -19 | -0.11% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 17,556 | 939 | 0.0% | 0.01% | 209 | -21,441 | -54.98% | Q1 2026 | May 04, 2026 |
| Vestcor Inc | History | Added to | 17,376 | 929 | 0.03% | 0.03% | 210 | +2,709 | 18.47% | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 13,742 | 928 | 0.05% | 0.05% | 211 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BURNEY CO/ | History | Reduced | 17,174 | 918 | 0.03% | 0.07% | 212 | -14,620 | -45.98% | Q1 2026 | Apr 29, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 16,634 | 889 | 0.01% | 0.01% | 213 | +329 | 2.02% | Q1 2026 | Apr 20, 2026 |
| Ascent Group, LLC | History | Reduced | 16,441 | 879 | 0.03% | 0.04% | 214 | -2,435 | -12.9% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 16,248 | 869 | 0.04% | — | 215 | +16,248 | New | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 16,144 | 864 | 0.05% | — | 216 | +16,144 | New | Q1 2026 | May 08, 2026 |
| Kendall Capital Management | History | Added to | 16,085 | 860 | 0.18% | 0.19% | 217 | +2,325 | 16.9% | Q1 2026 | Apr 24, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 15,994 | 855 | 0.0% | 0.0% | 218 | -7,044 | -30.58% | Q1 2026 | May 13, 2026 |
| Swedbank AB | History | No change | 16,000 | 855 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PDT Partners, LLC | History | Reduced | 15,762 | 843 | 0.05% | 0.18% | 220 | -24,828 | -61.17% | Q1 2026 | May 15, 2026 |
| Seelaus Asset Management LLC | History | Added to | 15,551 | 831 | 0.6% | 0.78% | 221 | +1,000 | 6.87% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Added to | 15,481 | 828 | 0.0% | 0.0% | 222 | +1,064 | 7.38% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 15,198 | 812 | 0.01% | 0.01% | 223 | +4,846 | 46.81% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Added to | 14,934 | 798 | 0.04% | 0.05% | 224 | +599 | 4.18% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 14,818 | 792 | 0.07% | — | 225 | +14,818 | New | Q1 2026 | May 12, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 14,751 | 789 | 0.01% | 0.01% | 226 | +3,993 | 37.12% | Q1 2026 | May 07, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 13,823 | 739 | 0.01% | 0.02% | 227 | -1,900 | -12.08% | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Added to | 13,421 | 717 | 0.01% | 0.01% | 228 | +1,867 | 16.16% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 13,212 | 706 | 0.0% | 0.0% | 229 | +94 | 0.72% | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 11,353 | 677 | 0.02% | 0.01% | 230 | +6,653 | 141.55% | Q1 2026 | May 04, 2026 |
| Callan Family Office, LLC | History | Added to | 12,615 | 674 | 0.02% | 0.02% | 231 | +111 | 0.89% | Q1 2026 | May 13, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 12,594 | 673 | 0.13% | 0.06% | 232 | +7,950 | 171.19% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 12,534 | 670 | 0.0% | 0.0% | 233 | -33 | -0.26% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 12,333 | 659 | 0.0% | 0.0% | 234 | +1,193 | 10.71% | Q1 2026 | May 06, 2026 |
| Sage Investment Counsel LLC | History | No change | 12,304 | 658 | 0.73% | 0.91% | 235 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 12,115 | 648 | 0.01% | 0.04% | 236 | -13,319 | -52.37% | Q1 2026 | May 14, 2026 |
| Weiss Asset Management LP | History | New | 12,115 | 648 | 0.01% | — | 238 | +12,115 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 12,130 | 648 | 0.0% | 0.0% | 237 | -61 | -0.5% | Q1 2026 | May 14, 2026 |
| Blueshift Asset Management, LLC | History | New | 12,012 | 642 | 0.19% | — | 239 | +12,012 | New | Q1 2026 | May 14, 2026 |
| Krilogy Financial LLC | History | Added to | 10,909 | 628 | 0.02% | 0.01% | 240 | +7,206 | 194.6% | Q1 2026 | Apr 17, 2026 |
| M&T BANK CORP | History | Reduced | 11,252 | 601 | 0.0% | 0.0% | 241 | -40 | -0.35% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,210 | 600 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 11,131 | 595 | 0.0% | 0.0% | 243 | +189 | 1.73% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 11,108 | 594 | 0.0% | — | 244 | +11,108 | New | Q1 2026 | May 14, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 11,069 | 592 | 0.22% | — | 245 | +11,069 | New | Q1 2026 | Apr 30, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 10,091 | 584 | 0.04% | 0.02% | 247 | +5,903 | 140.95% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 10,933 | 584 | 0.0% | 0.0% | 246 | +785 | 7.74% | Q1 2026 | May 12, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 10,809 | 578 | 0.03% | 0.03% | 248 | -80 | -0.73% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,778 | 576 | 0.0% | 0.0% | 249 | +1,019 | 10.44% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,715 | 573 | 0.0% | 0.0% | 250 | -574 | -5.08% | Q1 2026 | Apr 27, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 10,321 | 552 | 0.02% | 0.02% | 251 | +5 | 0.05% | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,069 | 538 | 0.01% | 0.01% | 252 | +746 | 8.0% | Q1 2026 | Apr 07, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 10,052 | 537 | 0.06% | 0.1% | 253 | -2,715 | -21.27% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Added to | 10,008 | 535 | 0.06% | 0.06% | 254 | +2,451 | 32.43% | Q1 2026 | May 13, 2026 |
| ALPS ADVISORS INC | History | Reduced | 9,996 | 534 | 0.0% | 0.0% | 255 | -1,040 | -9.42% | Q1 2026 | May 08, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 9,979 | 533 | 0.03% | 0.07% | 256 | -6,885 | -40.83% | Q1 2026 | Apr 29, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 9,896 | 529 | 0.1% | 0.09% | 257 | +3,527 | 55.38% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 9,476 | 506 | 0.01% | 0.01% | 258 | +1,235 | 14.99% | Q1 2026 | May 13, 2026 |
| FULTON BANK, N.A. | History | Reduced | 9,249 | 494 | 0.02% | 0.02% | 259 | -295 | -3.09% | Q1 2026 | Apr 24, 2026 |
| XPONANCE LLC | History | Added to | 9,207 | 492 | 0.0% | 0.0% | 260 | +1,404 | 17.99% | Q1 2026 | May 13, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 9,081 | 485 | 0.21% | 0.27% | 261 | +97 | 1.08% | Q1 2026 | Apr 22, 2026 |
| PRUDENTIAL PLC | History | No change | 9,027 | 482 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 9,001 | 481 | 0.0% | — | 264 | +9,001 | New | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 9,345 | 481 | 0.0% | 0.0% | 263 | +2,546 | 37.45% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 8,648 | 463 | 0.0% | 0.0% | 265 | -2,391 | -21.66% | Q1 2026 | Apr 16, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 8,640 | 462 | 0.02% | 0.03% | 266 | +357 | 4.31% | Q1 2026 | May 05, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 8,626 | 461 | 0.03% | — | 267 | +8,626 | New | Q1 2026 | May 12, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 8,609 | 460 | 0.06% | 0.07% | 268 | +225 | 2.68% | Q1 2026 | Apr 07, 2026 |
| AMALGAMATED BANK | History | Added to | 8,575 | 459 | 0.0% | 0.0% | 269 | +103 | 1.22% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,522 | 455 | 0.01% | 0.01% | 270 | +49 | 0.58% | Q1 2026 | May 07, 2026 |
| Aequim Alternative Investments LP | History | No change | 8,426 | 450 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 8,400 | 449 | 0.0% | 0.0% | 272 | +1,500 | 21.74% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 6,408 | 432 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,396 | 428 | 0.01% | — | 274 | +7,396 | New | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,959 | 425 | 0.0% | 0.0% | 275 | -14,515 | -64.59% | Q1 2026 | May 05, 2026 |
| Tempo Wealth, LLC | History | Added to | 7,684 | 411 | 0.07% | 0.04% | 276 | +4,485 | 140.2% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 6,077 | 410 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PFG Investments, LLC | History | Added to | 7,628 | 408 | 0.02% | 0.02% | 278 | +42 | 0.55% | Q1 2026 | Apr 27, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 7,390 | 395 | 0.0% | 0.0% | 279 | -1,681 | -18.53% | Q1 2026 | May 14, 2026 |
| Bull Harbor Capital LLC | History | New | 7,251 | 387 | 0.1% | — | 282 | +7,251 | New | Q1 2026 | May 18, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 7,252 | 387 | 0.0% | 0.0% | 281 | -2,154 | -22.9% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,246 | 387 | 0.0% | 0.0% | 280 | +664 | 10.09% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 7,000 | 374 | 0.01% | — | 283 | +7,000 | New | Q1 2026 | Apr 28, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,534 | 373 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 6,815 | 364 | 0.0% | 0.0% | 285 | +854 | 14.33% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,789 | 363 | 0.0% | 0.01% | 286 | -8,409 | -55.33% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 6,612 | 357 | 0.0% | 0.03% | 287 | -253,191 | -97.45% | Q1 2026 | May 05, 2026 |
| Arkadios Wealth Advisors | History | Added to | 6,637 | 355 | 0.01% | 0.01% | 288 | +36 | 0.55% | Q1 2026 | May 18, 2026 |
| STEPHENS INC /AR/ | History | Added to | 6,546 | 350 | 0.0% | 0.0% | 289 | +2,106 | 47.43% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 6,330 | 341 | 0.0% | 0.0% | 290 | +559 | 9.69% | Q1 2026 | Apr 07, 2026 |
| FORTRESS FINANCIAL GROUP, LLC | History | Added to | 6,284 | 336 | 0.25% | 0.31% | 292 | +114 | 1.85% | Q1 2026 | May 15, 2026 |
| Utah Retirement Systems | History | No change | 6,295 | 336 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 6,275 | 335 | 0.14% | — | 293 | +6,275 | New | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 6,287 | 334 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,228 | 333 | 0.0% | 0.0% | 295 | -890 | -12.5% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 6,169 | 329 | 0.0% | 0.0% | 296 | -56 | -0.9% | Q1 2026 | May 08, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 6,158 | 329 | 0.0% | 0.0% | 297 | -52 | -0.84% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 6,124 | 327 | 0.0% | 0.01% | 298 | -4,426 | -41.95% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 6,113 | 326 | 0.0% | 0.0% | 299 | -569 | -8.52% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 6,020 | 322 | 0.0% | 0.0% | 300 | +5,348 | 795.83% | Q1 2026 | May 15, 2026 |
| Integrated Advisors Network LLC | History | Reduced | 6,014 | 321 | 0.02% | 0.03% | 301 | -2,653 | -30.61% | Q1 2026 | Apr 28, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,999 | 320 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SYON CAPITAL LLC | History | Added to | 5,979 | 319 | 0.02% | 0.01% | 303 | +1,735 | 40.88% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 5,963 | 318 | 0.0% | 0.0% | 304 | +7 | 0.12% | Q1 2026 | May 08, 2026 |
| Baker Avenue Asset Management, LP | History | New | 5,945 | 317 | 0.01% | — | 305 | +5,945 | New | Q1 2026 | May 12, 2026 |
| SageGuard Financial Group, LLC | History | Added to | 5,825 | 311 | 0.05% | 0.04% | 306 | +1,651 | 39.55% | Q1 2026 | Apr 23, 2026 |
| Riverwater Partners LLC | History | Reduced | 5,796 | 310 | 0.1% | 0.16% | 307 | -212 | -3.53% | Q1 2026 | May 07, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 5,885 | 307 | 0.02% | 0.02% | 308 | +82 | 1.41% | Q1 2026 | Apr 24, 2026 |
| Capital Investment Advisory Services, LLC | History | No change | 5,750 | 307 | 0.02% | 0.03% | 309 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DnB Asset Management AS | History | New | 5,718 | 305 | 0.0% | — | 310 | +5,718 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,627 | 300 | 0.01% | 0.0% | 311 | +4,601 | 448.44% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 5,505 | 294 | 0.0% | 0.01% | 312 | -5,608 | -50.46% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Added to | 5,458 | 291 | 0.01% | 0.02% | 313 | +4 | 0.07% | Q1 2026 | May 08, 2026 |
| MQS Management LLC | History | New | 5,402 | 288 | 0.19% | — | 314 | +5,402 | New | Q1 2026 | Apr 23, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 5,502 | 287 | 0.05% | — | 315 | +5,502 | New | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | New | 5,267 | 281 | 0.0% | — | 316 | +5,267 | New | Q1 2026 | May 14, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 5,226 | 279 | 0.18% | 0.24% | 317 | -347 | -6.23% | Q1 2026 | May 14, 2026 |
| Trivium Point Advisory, LLC | History | Reduced | 5,138 | 274 | 0.05% | 0.04% | 318 | -344 | -6.28% | Q1 2026 | Apr 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 5,120 | 273 | 0.01% | 0.01% | 319 | +2,780 | 118.8% | Q1 2026 | May 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 5,080 | 271 | 0.0% | 0.0% | 320 | +142 | 2.88% | Q1 2026 | Apr 24, 2026 |
| Marex Group plc | History | New | 4,943 | 264 | 0.0% | — | 321 | +4,943 | New | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,914 | 262 | 0.01% | 0.01% | 322 | +833 | 20.41% | Q1 2026 | May 13, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 4,872 | 260 | 0.01% | 0.02% | 323 | -1,117 | -18.65% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 4,756 | 254 | 0.0% | 0.0% | 324 | -4,045 | -45.96% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 4,757 | 254 | 0.0% | 0.0% | 325 | -303 | -5.99% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Reduced | 4,734 | 253 | 0.0% | 0.0% | 326 | -217 | -4.38% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | New | 4,726 | 252 | 0.0% | — | 329 | +4,726 | New | Q1 2026 | Apr 27, 2026 |
| Optas, LLC | History | New | 4,712 | 252 | 0.04% | — | 328 | +4,712 | New | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 4,714 | 252 | 0.0% | 0.0% | 327 | +1,900 | 67.52% | Q1 2026 | May 14, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 4,655 | 248 | 0.06% | 0.07% | 330 | +45 | 0.98% | Q1 2026 | Apr 17, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 4,556 | 243 | 0.04% | 0.05% | 331 | -42 | -0.91% | Q1 2026 | Apr 29, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 4,484 | 239 | 0.19% | 0.3% | 332 | -2,248 | -33.39% | Q1 2026 | May 04, 2026 |
| R Squared Ltd | History | New | 4,438 | 237 | 0.13% | — | 333 | +4,438 | New | Q1 2026 | Apr 29, 2026 |
| JBF Capital, Inc. | History | No change | 4,400 | 235 | 0.03% | 0.04% | 334 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 4,350 | 232 | 0.03% | 0.03% | 335 | +1,203 | 38.23% | Q1 2026 | May 06, 2026 |
| SlateStone Wealth, LLC | History | Reduced | 4,317 | 231 | 0.02% | 0.02% | 337 | -48 | -1.1% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,428 | 231 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Csenge Advisory Group | History | Added to | 4,278 | 228 | 0.01% | 0.01% | 338 | +39 | 0.92% | Q1 2026 | Apr 30, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 3,378 | 228 | 0.07% | 0.07% | 339 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 4,188 | 224 | 0.0% | 0.01% | 340 | -14,939 | -78.1% | Q1 2026 | Apr 20, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 4,200 | 224 | 0.04% | — | 341 | +4,200 | New | Q1 2026 | May 11, 2026 |
| Ethic Inc. | History | Reduced | 4,185 | 223 | 0.0% | 0.0% | 342 | -151 | -3.48% | Q1 2026 | Apr 27, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 4,166 | 222 | 0.0% | — | 344 | +4,166 | New | Q1 2026 | May 08, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4,160 | 222 | 0.01% | 0.01% | 343 | +76 | 1.86% | Q1 2026 | Apr 27, 2026 |
| Bayforest Capital Ltd | History | Added to | 4,114 | 220 | 0.25% | 0.15% | 345 | +1,227 | 42.5% | Q1 2026 | Apr 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 4,087 | 218 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | New | 3,881 | 217 | 0.03% | — | 347 | +3,881 | New | Q1 2026 | Apr 22, 2026 |
| Meeder Advisory Services, Inc. | History | New | 4,029 | 215 | 0.01% | — | 348 | +4,029 | New | Q1 2026 | May 07, 2026 |
| Hyperion Capital Advisors LP | History | New | 4,000 | 213 | 0.1% | — | 351 | +4,000 | New | Q1 2026 | May 14, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 3,988 | 213 | 0.0% | 0.0% | 350 | +575 | 16.85% | Q1 2026 | May 05, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 3,983 | 213 | 0.01% | 0.02% | 349 | +166 | 4.35% | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,950 | 211 | 0.0% | 0.01% | 353 | -3,096 | -43.94% | Q1 2026 | Apr 22, 2026 |
| PDS Planning, Inc | History | Added to | 3,945 | 211 | 0.01% | 0.02% | 352 | +4 | 0.1% | Q1 2026 | Apr 21, 2026 |
| KBC Group NV | History | No change | 3,938 | 211 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 3,922 | 209 | 0.0% | 0.0% | 355 | -774 | -16.48% | Q1 2026 | May 08, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 3,884 | 207 | 0.01% | 0.02% | 356 | -337 | -7.98% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,055 | 206 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GeoWealth Management, LLC | History | New | 3,821 | 204 | 0.01% | — | 359 | +3,821 | New | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | No change | 3,818 | 204 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 3,776 | 201 | 0.0% | 0.0% | 360 | -654 | -14.76% | Q1 2026 | Apr 23, 2026 |
| Ariadne Wealth Management, LP | History | Added to | 3,763 | 201 | 0.09% | 0.08% | 362 | +255 | 7.27% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Added to | 3,765 | 201 | 0.02% | 0.02% | 361 | +2 | 0.05% | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,576 | 191 | 0.01% | 0.01% | 363 | +1,006 | 39.14% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 3,320 | 177 | 0.0% | 0.0% | 364 | +760 | 29.69% | Q1 2026 | May 11, 2026 |
| Twin Tree Management, LP | History | New | 3,300 | 176 | 0.0% | — | 365 | +3,300 | New | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 2,816 | 150 | 0.0% | 0.0% | 366 | -37 | -1.3% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | New | 2,626 | 140 | 0.0% | — | 367 | +2,626 | New | Q1 2026 | May 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 2,053 | 138 | 0.21% | 0.21% | 368 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quent Capital, LLC | History | Added to | 2,517 | 134 | 0.01% | 0.01% | 369 | +100 | 4.14% | Q1 2026 | Apr 28, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 2,510 | 134 | 0.08% | 0.06% | 370 | -80 | -3.09% | Q1 2026 | May 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,400 | 128 | 0.0% | 0.0% | 371 | +574 | 31.43% | Q1 2026 | May 14, 2026 |
| STEPH & CO | History | Reduced | 2,239 | 119 | 0.03% | 0.04% | 372 | -9 | -0.4% | Q1 2026 | Apr 17, 2026 |
| Arax Advisory Partners | History | Reduced | 2,182 | 116 | 0.0% | 0.01% | 373 | -2,677 | -55.09% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,033 | 108 | 0.0% | 0.0% | 374 | +14 | 0.69% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 1,948 | 104 | 0.0% | 0.0% | 375 | +275 | 16.44% | Q1 2026 | Apr 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 1,930 | 103 | 0.0% | 0.0% | 376 | -19 | -0.97% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,813 | 96 | 0.0% | 0.0% | 377 | +411 | 29.32% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Added to | 1,722 | 92 | 0.03% | 0.02% | 378 | +572 | 49.74% | Q1 2026 | May 21, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,588 | 84 | 0.0% | 0.0% | 379 | -45 | -2.76% | Q1 2026 | Apr 20, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,222 | 65 | 0.0% | 0.0% | 380 | +687 | 128.41% | Q1 2026 | Apr 24, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 1,180 | 63 | 0.0% | 0.0% | 381 | +320 | 37.21% | Q1 2026 | May 04, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 1,038 | 55 | 0.02% | 0.02% | 382 | +474 | 84.04% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,004 | 54 | 0.0% | 0.0% | 383 | +4 | 0.4% | Q1 2026 | May 01, 2026 |
| Spire Wealth Management | History | Added to | 1,000 | 53 | 0.0% | 0.0% | 386 | +300 | 42.86% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,000 | 53 | 0.0% | 0.0% | 384 | -56 | -5.3% | Q1 2026 | Apr 17, 2026 |
| Key FInancial Inc | History | No change | 1,000 | 53 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | Added to | 978 | 52 | 0.01% | 0.0% | 388 | +444 | 83.15% | Q1 2026 | Apr 06, 2026 |
| Employees Retirement System of Texas | History | No change | 974 | 52 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 990 | 52 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 951 | 50 | 0.0% | 0.0% | 390 | -779 | -45.03% | Q1 2026 | May 11, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | No change | 947 | 50 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 912 | 48 | 0.01% | 0.01% | 392 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Activest Wealth Management | History | Added to | 888 | 47 | 0.01% | 0.01% | 393 | +94 | 11.84% | Q1 2026 | Apr 15, 2026 |
| True Wealth Design, LLC | History | Added to | 850 | 45 | 0.01% | 0.01% | 394 | +501 | 143.55% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 818 | 43 | 0.0% | 0.0% | 395 | -4 | -0.49% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 791 | 42 | 0.03% | 0.09% | 396 | -1,834 | -69.87% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 765 | 40 | 0.0% | 0.0% | 397 | +692 | 947.95% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 646 | 34 | 0.0% | 0.01% | 398 | -395 | -37.94% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 613 | 32 | 0.0% | 0.01% | 399 | -780 | -55.99% | Q1 2026 | Apr 17, 2026 |
| Altshuler Shaham Ltd | History | Added to | 511 | 27 | 0.0% | 0.0% | 400 | +137 | 36.63% | Q1 2026 | May 18, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 374 | 25 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 457 | 24 | 0.0% | 0.0% | 402 | -363 | -44.27% | Q1 2026 | May 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 427 | 22 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 340 | 18 | 0.0% | — | 406 | +340 | New | Q1 2026 | Apr 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 345 | 18 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 350 | 18 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 326 | 17 | 0.0% | 0.0% | 407 | +34 | 11.64% | Q1 2026 | Apr 23, 2026 |
| Clark Wealth Partners | History | Reduced | 303 | 16 | 0.01% | 0.02% | 410 | -158 | -34.27% | Q1 2026 | May 11, 2026 |
| S&T BANK/PA | History | No change | 300 | 16 | 0.01% | 0.01% | 408 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Manchester Capital Management LLC | History | No change | 315 | 16 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 293 | 15 | 0.0% | 0.0% | 412 | +49 | 20.08% | Q1 2026 | Apr 27, 2026 |
| TD Capital Management LLC | History | No change | 281 | 15 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 259 | 14 | 0.0% | 0.0% | 413 | -116 | -30.93% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 255 | 13 | 0.0% | 0.0% | 414 | +111 | 77.08% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 252 | 13 | 0.0% | 0.0% | 416 | +26 | 11.5% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 259 | 13 | 0.0% | 0.0% | 415 | +5 | 1.97% | Q1 2026 | Apr 07, 2026 |
| BESSEMER GROUP INC | History | Reduced | 229 | 12 | 0.0% | 0.0% | 417 | -440 | -65.77% | Q1 2026 | May 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 240 | 12 | 0.0% | — | 418 | +240 | New | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 226 | 12 | 0.01% | — | 419 | +226 | New | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 206 | 11 | 0.0% | 0.01% | 420 | +6 | 3.0% | Q1 2026 | Apr 17, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 212 | 11 | 0.01% | 0.01% | 421 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | No change | 220 | 11 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 10 | 0.0% | 0.0% | 423 | -1,200 | -85.71% | Q1 2026 | May 12, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 192 | 10 | 0.01% | — | 426 | +192 | New | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 201 | 10 | 0.0% | 0.0% | 424 | -32 | -13.73% | Q1 2026 | Apr 30, 2026 |
| Rakuten Securities, Inc. | History | Added to | 202 | 10 | 0.0% | 0.0% | 425 | +1 | 0.5% | Q1 2026 | May 01, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 186 | 9 | 0.0% | — | 429 | +186 | New | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 173 | 9 | 0.0% | — | 428 | +173 | New | Q1 2026 | Apr 06, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 185 | 9 | 0.0% | 0.0% | 427 | +70 | 60.87% | Q1 2026 | Apr 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 151 | 8 | 0.0% | 0.0% | 430 | +117 | 344.12% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 167 | 8 | 0.0% | 0.0% | 431 | +6 | 3.73% | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 163 | 8 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 142 | 7 | 0.0% | 0.0% | 433 | -528 | -78.81% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Reduced | 140 | 7 | 0.0% | 0.0% | 434 | -185 | -56.92% | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | New | 147 | 7 | 0.0% | — | 435 | +147 | New | Q1 2026 | Apr 29, 2026 |
| Colonial Trust Advisors | History | New | 130 | 6 | 0.0% | — | 442 | +130 | New | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 125 | 6 | 0.0% | — | 443 | +125 | New | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 115 | 6 | 0.0% | 0.0% | 441 | +83 | 259.38% | Q1 2026 | Apr 14, 2026 |
| First Pacific Financial | History | Added to | 119 | 6 | 0.0% | 0.0% | 438 | +21 | 21.43% | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 130 | 6 | 0.0% | 0.0% | 440 | -8 | -5.8% | Q1 2026 | Apr 15, 2026 |
| Hurley Capital, LLC | History | Added to | 117 | 6 | 0.0% | 0.0% | 437 | +2 | 1.74% | Q1 2026 | May 06, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 109 | 6 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| New Millennium Group LLC | History | No change | 92 | 6 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Fourth Dimension Wealth, LLC | History | Reduced | 100 | 5 | 0.0% | 0.01% | 445 | -300 | -75.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 100 | 5 | 0.0% | — | 446 | +100 | New | Q1 2026 | Apr 28, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 34,400 | 5 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 87 | 4 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| City State Bank | History | No change | 80 | 4 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 84 | 4 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | Reduced | 70 | 3 | 0.0% | 0.0% | 452 | -740 | -91.36% | Q1 2026 | Apr 28, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 70 | 3 | 0.0% | 0.0% | 454 | -22 | -23.91% | Q1 2026 | Apr 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 57 | 3 | 0.0% | 0.0% | 451 | -17 | -22.97% | Q1 2026 | May 01, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 69 | 3 | 0.0% | 0.0% | 456 | -2 | -2.82% | Q1 2026 | Apr 07, 2026 |
| SouthState Bank Corp | History | No change | 62 | 3 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Trust Asset Management, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 453 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Addison Advisors LLC | History | No change | 58 | 3 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 51 | 2 | 0.0% | 0.0% | 461 | -66 | -56.41% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 44 | 2 | 0.0% | 0.01% | 460 | -64 | -59.26% | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | Added to | 56 | 2 | 0.0% | 0.0% | 457 | +35 | 166.67% | Q1 2026 | Apr 28, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 44 | 2 | 0.0% | 0.0% | 459 | +10 | 29.41% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 45 | 2 | 0.0% | 0.0% | 462 | +9 | 25.0% | Q1 2026 | May 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 43 | 2 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 22 | 1 | 0.0% | 0.03% | 472 | -802 | -97.33% | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | New | 31 | 1 | 0.0% | — | 473 | +31 | New | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Added to | 30 | 1 | 0.0% | — | 465 | +19 | 172.73% | Q1 2026 | May 01, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 36 | 1 | 0.0% | 0.0% | 467 | +16 | 80.0% | Q1 2026 | May 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 20 | 1 | 0.0% | — | 464 | +7 | 53.85% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 29 | 1 | 0.0% | 0.0% | 469 | -1 | -3.33% | Q1 2026 | Apr 08, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 20 | 1 | 0.0% | 0.0% | 470 | +1 | 5.26% | Q1 2026 | May 15, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 27 | 1 | 0.0% | 0.0% | 463 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | No change | 29 | 1 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cromwell Holdings LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.24% | — | -483,363 | -100.0% | Q1 2026 | May 15, 2026 |
| HBK INVESTMENTS L P | History | Closed out | 0 | 0 | — | 0.24% | — | -453,800 | -100.0% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -390,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Lodge Hill Capital, LLC | History | Closed out | 0 | 0 | — | 3.55% | — | -278,300 | -100.0% | Q1 2026 | May 18, 2026 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -250,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -226,660 | -100.0% | Q1 2026 | May 15, 2026 |
| Phocas Financial Corp. | History | Closed out | 0 | 0 | — | 1.17% | — | -133,708 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.14% | — | -118,400 | -100.0% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -98,628 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -53,174 | -100.0% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -47,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Park West Asset Management LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -40,645 | -100.0% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.21% | — | -39,104 | -100.0% | Q1 2026 | May 15, 2026 |
| Genus Capital Management Inc. | History | Closed out | 0 | 0 | — | 0.29% | — | -37,015 | -100.0% | Q1 2026 | May 01, 2026 |
| FIL Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -30,028 | -100.0% | Q1 2026 | May 15, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -26,985 | -100.0% | Q1 2026 | May 05, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -18,445 | -100.0% | Q1 2026 | May 15, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -16,542 | -100.0% | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,136 | -100.0% | Q1 2026 | May 07, 2026 |
| Bramshill Investments, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,483 | -100.0% | Q1 2026 | May 15, 2026 |
| Severin Investments, LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -9,978 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,529 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,269 | -100.0% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,108 | -100.0% | Q1 2026 | May 14, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,032 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,972 | -100.0% | Q1 2026 | May 01, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,099 | -100.0% | Q1 2026 | May 15, 2026 |
| Cannon Global Investment Management, LLC | History | Closed out | 0 | 0 | — | 1.1% | — | -6,500 | -100.0% | Q1 2026 | Apr 21, 2026 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,808 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,299 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,126 | -100.0% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,724 | -100.0% | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -4,466 | -100.0% | Q1 2026 | May 15, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -4,214 | -100.0% | Q1 2026 | May 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,110 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,075 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Closed out | 0 | 0 | — | 0.12% | — | -3,585 | -100.0% | Q1 2026 | May 05, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,582 | -100.0% | Q1 2026 | May 11, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,453 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,453 | -100.0% | Q1 2026 | May 12, 2026 |
| Leo Wealth, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,414 | -100.0% | Q1 2026 | May 05, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,410 | -100.0% | Q1 2026 | Apr 28, 2026 |
| waypoint wealth counsel | History | Closed out | 0 | 0 | — | 0.08% | — | -3,408 | -100.0% | Q1 2026 | Apr 23, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -3,405 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,399 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,349 | -100.0% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,174 | -100.0% | Q1 2026 | Apr 16, 2026 |
| MAGNOLIA CAPITAL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,155 | -100.0% | Q1 2026 | May 15, 2026 |
| Baron Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,138 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,066 | -100.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,005 | -100.0% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,690 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Catalyst Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,600 | -100.0% | Q1 2026 | May 06, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,462 | -100.0% | Q1 2026 | May 15, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,200 | -100.0% | Q1 2026 | May 14, 2026 |
| PLATINUM INVESTMENT MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -1,091 | -100.0% | Q1 2026 | May 13, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -528 | -100.0% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -457 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -384 | -100.0% | Q1 2026 | May 11, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -215 | -100.0% | Q1 2026 | May 07, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -207 | -100.0% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q1 2026 | May 06, 2026 |
| Clearstead Trust, LLC | History | Reduced | 10 | 0 | — | 0.0% | — | -178 | -94.68% | Q1 2026 | May 06, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -92 | -89.32% | Q1 2026 | Apr 30, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 07, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 12, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 05, 2026 |
| Purpose Unlimited Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 06, 2026 |
| Torren Management, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -18 | -62.07% | Q1 2026 | Apr 30, 2026 |
| TopTier Wealth Management, LLC | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 05, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 9 | 0 | — | 0.0% | — | -17 | -65.38% | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 08, 2026 |
| SHP Wealth Management | History | Added to | 15 | 0 | — | — | — | +10 | 200.0% | Q1 2026 | May 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 30, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -8 | -40.0% | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 19, 2026 |
| Signature Resources Capital Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 01, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 7 | 0 | — | — | — | -5 | -41.67% | Q1 2026 | Apr 30, 2026 |
| Whipplewood Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 06, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 13 | 0 | — | — | — | +2 | 18.18% | Q1 2026 | May 01, 2026 |
| Quaker Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 10, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| Bare Financial Services, Inc | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q1 2026 | May 14, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 17 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |