Opendoor Technologies Inc. - OPEN
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 | 110,258,796 | 642,808 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MORGAN STANLEY | History | Added to | 102,774,968 | 480,986 | 0.03% | 0.02% | 2 | +51,188,766 | 99.23% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 70,068,568 | 327,920 | 0.02% | — | 3 | +70,068,568 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 35,540,759 | 166,330 | 0.0% | — | 4 | +35,540,759 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 26,370,830 | 123,415 | 0.02% | 0.02% | 5 | +6,672,013 | 33.87% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 24,813,202 | 116,125 | 0.01% | 0.02% | 6 | -2,507,966 | -9.18% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 22,650,697 | 106,005 | 0.02% | 0.03% | 7 | -8,086,735 | -26.31% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 18,635,455 | 87,213 | 0.0% | 0.0% | 8 | +729,088 | 4.07% | Q1 2026 | May 13, 2026 |
| PharVision Advisers, LLC | History | New | 14,855 | 69,521 | 0.71% | — | 9 | +14,855 | New | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 14,653,377 | 68,577 | 0.04% | 0.05% | 10 | -1,547,077 | -9.55% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 14,201,716 | 66,464 | 0.03% | 0.04% | 11 | -144,572 | -1.01% | Q1 2026 | May 15, 2026 |
| LENNAR CORP /NEW/ | History | Reduced | 13,534,807 | 63,342 | 98.94% | 63.31% | 12 | -5,251,136 | -27.95% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 12,331,069 | 57,725 | 0.0% | 0.0% | 13 | +717,496 | 6.18% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 11,810,938 | 55,275 | 0.09% | 0.36% | 14 | -27,519,500 | -69.97% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 11,228,863 | 52,551 | 0.01% | 0.01% | 15 | -453,503 | -3.88% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 10,836,428 | 50,714 | 0.02% | 0.01% | 16 | +5,977,711 | 123.03% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 10,156,350 | 47,531 | 0.05% | 0.01% | 17 | +8,859,070 | 682.9% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 9,074,478 | 42,468 | 0.01% | 0.01% | 18 | +4,461,757 | 96.73% | Q1 2026 | May 07, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 7,950,200 | 37,206 | 0.07% | 0.12% | 19 | -3,984,093 | -33.38% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 7,332,023 | 34,313 | 0.01% | 0.02% | 20 | -3,657,277 | -33.28% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Added to | 7,176,533 | 33,586 | 0.01% | 0.01% | 21 | +1,698,960 | 31.02% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 6,774,032 | 31,702 | 0.03% | 0.03% | 22 | +2,690,538 | 65.89% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 5,977,523 | 27,974 | 0.0% | 0.0% | 23 | -210,377 | -3.4% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Reduced | 4,926,428 | 23,055 | 0.15% | 0.21% | 24 | -880,611 | -15.16% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 4,899,280 | 22,928 | 0.01% | — | 25 | +4,899,280 | New | Q1 2026 | May 08, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 4,313,837 | 20,188 | 0.08% | 0.09% | 26 | +112,973 | 2.69% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 3,271,478 | 19,072 | 0.04% | 0.04% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Trexquant Investment LP | History | Added to | 4,065,461 | 19,026 | 0.14% | 0.09% | 28 | +2,273,432 | 126.86% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,945,862 | 18,466 | 0.0% | 0.0% | 29 | +2,375,520 | 151.27% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 3,734,900 | 17,479 | 0.63% | 0.85% | 30 | -390,500 | -9.47% | Q1 2026 | Apr 21, 2026 |
| Invesco Ltd. | History | Reduced | 3,062,147 | 14,330 | 0.0% | 0.0% | 31 | -659,688 | -17.72% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | No change | 2,939,365 | 13,756 | 0.06% | 0.05% | 32 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 4,098,150 | 13,331 | 0.01% | 0.01% | 33 | -5,655,309 | -57.98% | Q1 2026 | May 14, 2026 |
| Amundi | History | Added to | 2,595,808 | 12,148 | 0.0% | 0.0% | 34 | +1,712,803 | 193.97% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,528,772 | 11,834 | 0.0% | 0.0% | 35 | +598,602 | 31.01% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 2,474,330 | 11,579 | 0.28% | 0.39% | 36 | -293,878 | -10.62% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 2,306,900 | 10,796 | 0.01% | 0.0% | 37 | +1,738,300 | 305.72% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 2,251,125 | 10,535 | 0.05% | — | 38 | +2,251,125 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 2,076,318 | 9,717 | 0.0% | 0.0% | 39 | +323,392 | 18.45% | Q1 2026 | May 06, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,039,580 | 9,545 | 0.12% | 0.12% | 40 | +402,962 | 24.62% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,074,734 | 9,191 | 0.0% | 0.0% | 41 | +1,590,559 | 328.51% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,873,851 | 8,769 | 0.0% | 0.02% | 42 | -4,288,378 | -69.59% | Q1 2026 | May 12, 2026 |
| Swiss National Bank | History | Added to | 1,793,400 | 8,393 | 0.0% | 0.01% | 43 | +7,500 | 0.42% | Q1 2026 | May 07, 2026 |
| Alpine Fox Capital LLC | History | Added to | 1,670,199 | 7,816 | 5.08% | 0.08% | 44 | +1,645,199 | 6580.8% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 1,647,734 | 7,711 | 0.07% | 0.0% | 45 | +1,614,989 | 4932.02% | Q1 2026 | May 15, 2026 |
| Prentice Capital Management, LP | History | Added to | 1,603,145 | 7,502 | 16.41% | 5.08% | 46 | +1,050,164 | 189.91% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 1,594,500 | 7,462 | 0.01% | 0.02% | 47 | -379,800 | -19.24% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | New | 1,575,950 | 7,375 | 0.01% | — | 48 | +1,575,950 | New | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,517,498 | 7,101 | 0.0% | 0.0% | 49 | +38,989 | 2.64% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,480,951 | 6,930 | 0.0% | 0.0% | 50 | -130,580 | -8.1% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,297,751 | 6,073 | 0.1% | 0.13% | 51 | -17,063 | -1.3% | Q1 2026 | Apr 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 1,179,339 | 5,519 | 0.01% | 0.0% | 52 | +1,105,003 | 1486.5% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 1,001,306 | 4,686 | 0.0% | 0.0% | 53 | +192,300 | 23.77% | Q1 2026 | May 15, 2026 |
| CAZ INVESTMENTS LP | History | No change | 872,465 | 4,083 | 4.77% | 8.8% | 54 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 712,568 | 3,334 | 0.05% | 0.06% | 55 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 691,604 | 3,236 | 0.01% | 0.01% | 56 | -363,140 | -34.43% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 664,225 | 3,108 | 0.0% | 0.0% | 57 | -150,697 | -18.49% | Q1 2026 | May 08, 2026 |
| Alight Capital Management LP | History | Added to | 650,000 | 3,042 | 0.73% | 0.3% | 58 | +450,000 | 225.0% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Added to | 504,619 | 2,998 | 0.43% | 0.36% | 59 | +78,711 | 18.48% | Q1 2026 | Apr 17, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 615,840 | 2,882 | 0.08% | 0.03% | 60 | +441,390 | 253.02% | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 600,126 | 2,808 | 0.0% | — | 61 | +600,126 | New | Q1 2026 | May 08, 2026 |
| FORA Capital, LLC | History | Reduced | 589,352 | 2,755 | 0.2% | 0.77% | 62 | -505,725 | -46.18% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 587,729 | 2,751 | 0.04% | 0.07% | 63 | -229,218 | -28.06% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 580,761 | 2,717 | 0.0% | 0.0% | 64 | -70,277 | -10.79% | Q1 2026 | May 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 4,009,111 | 2,454 | 0.0% | 0.0% | 65 | +3,591,935 | 861.01% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 516,169 | 2,415 | 0.04% | 0.05% | 66 | -67 | -0.01% | Q1 2026 | Apr 07, 2026 |
| Tidal Investments LLC | History | Added to | 512,949 | 2,400 | 0.01% | 0.01% | 67 | +39,075 | 8.25% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 499,094 | 2,335 | 0.0% | 0.0% | 68 | +133,411 | 36.48% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 483,640 | 2,263 | 0.01% | 0.01% | 69 | +169,841 | 54.12% | Q1 2026 | May 05, 2026 |
| NORGES BANK | History | No change | 373,107 | 2,175 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NWAM LLC | History | No change | 440,500 | 2,061 | 0.12% | 0.14% | 71 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 430,024 | 2,012 | 0.01% | 0.0% | 72 | +428,279 | 24543.21% | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 420,579 | 1,968 | 0.0% | 0.01% | 73 | +5,606 | 1.35% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 397,152 | 1,856 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Engineers Gate Manager LP | History | Reduced | 395,100 | 1,849 | 0.02% | 0.04% | 75 | -235,221 | -37.32% | Q1 2026 | May 15, 2026 |
| Clearline Capital LP | History | No change | 385,900 | 1,806 | 0.09% | 0.11% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 344,774 | 1,614 | 0.0% | 0.0% | 77 | +23,400 | 7.28% | Q1 2026 | May 15, 2026 |
| Marathon Trading Investment Management LLC | History | Reduced | 341,300 | 1,597 | 0.04% | 0.05% | 78 | -32,700 | -8.74% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 320,438 | 1,499 | 0.0% | — | 79 | +320,438 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 310,146 | 1,451 | 0.0% | 0.0% | 80 | +13,465 | 4.54% | Q1 2026 | May 15, 2026 |
| TORNO CAPITAL, LLC | History | New | 295,000 | 1,380 | 0.19% | — | 81 | +295,000 | New | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | New | 283,213 | 1,325 | 0.0% | — | 82 | +283,213 | New | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 282,106 | 1,320 | 0.0% | 0.0% | 83 | +127,000 | 81.88% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 272,766 | 1,276 | 0.0% | 0.0% | 84 | -276 | -0.1% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 250,387 | 1,171 | 0.01% | 0.01% | 85 | -267,232 | -51.63% | Q1 2026 | Apr 24, 2026 |
| IPG Investment Advisors LLC | History | No change | 250,000 | 1,170 | 0.2% | 0.26% | 86 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Arizona State Retirement System | History | Added to | 248,885 | 1,164 | 0.01% | 0.01% | 87 | +5,239 | 2.15% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 247,034 | 1,156 | 0.0% | 0.0% | 88 | +65,721 | 36.25% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 297,431 | 1,148 | 0.0% | 0.01% | 89 | -746,884 | -71.52% | Q1 2026 | Apr 16, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 195,330 | 1,064 | 0.0% | 0.01% | 90 | -397,471 | -67.05% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 226,844 | 1,061 | 0.0% | 0.0% | 91 | +36,784 | 19.35% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 225,046 | 1,053 | 0.0% | 0.0% | 92 | +40,752 | 22.11% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 224,695 | 1,051 | 0.0% | — | 93 | +224,695 | New | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 219,963 | 1,029 | 0.0% | 0.01% | 94 | -761 | -0.34% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 217,600 | 1,018 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 207,807 | 972 | 0.01% | — | 96 | +207,807 | New | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 201,100 | 941 | 0.02% | 0.03% | 97 | -27,688 | -12.1% | Q1 2026 | May 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 199,400 | 933 | 0.0% | 0.0% | 98 | +5,800 | 3.0% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 194,098 | 908 | 0.0% | 0.0% | 99 | +21,712 | 12.59% | Q1 2026 | May 13, 2026 |
| Altshuler Shaham Ltd | History | Added to | 198,690 | 886 | 0.02% | 0.01% | 100 | +45,375 | 29.6% | Q1 2026 | May 18, 2026 |
| XML Financial, LLC | History | No change | 175,000 | 819 | 0.07% | 0.08% | 101 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 138,200 | 805 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Walleye Capital LLC | History | Reduced | 169,718 | 794 | 0.0% | 0.03% | 103 | -1,583,118 | -90.32% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 166,899 | 781 | 0.0% | 0.01% | 104 | +29 | 0.02% | Q1 2026 | May 05, 2026 |
| Sigma Planning Corp | History | Reduced | 163,300 | 764 | 0.02% | 0.03% | 105 | -3,000 | -1.8% | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 160,644 | 751 | 0.0% | 0.0% | 106 | +60,073 | 59.73% | Q1 2026 | May 14, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 159,200 | 745 | 0.01% | 0.02% | 107 | -66,368 | -29.42% | Q1 2026 | May 11, 2026 |
| ALLSTATE CORP | History | New | 156,803 | 733 | 0.01% | — | 108 | +156,803 | New | Q1 2026 | May 11, 2026 |
| SLT Holdings LLC | History | Reduced | 156,600 | 732 | 0.5% | 0.84% | 109 | -66,500 | -29.81% | Q1 2026 | Apr 21, 2026 |
| Man Group plc | History | Added to | 155,444 | 727 | 0.0% | 0.0% | 110 | +123,780 | 390.92% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 150,428 | 704 | 0.0% | 0.0% | 111 | +91,488 | 155.22% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 149,341 | 698 | 0.02% | 0.01% | 112 | +72,115 | 93.38% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 149,320 | 698 | 0.0% | 0.0% | 113 | +19,328 | 14.87% | Q1 2026 | Apr 22, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 147,924 | 692 | 0.05% | 0.05% | 114 | +28,502 | 23.87% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 136,218 | 653 | 0.0% | 0.0% | 115 | +78,945 | 137.84% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Added to | 139,474 | 652 | 0.02% | 0.02% | 116 | +5,413 | 4.04% | Q1 2026 | Apr 30, 2026 |
| Verition Fund Management LLC | History | Reduced | 135,900 | 636 | 0.0% | 0.01% | 117 | -296,918 | -68.6% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 128,427 | 601 | 0.0% | 0.0% | 118 | +31,216 | 32.11% | Q1 2026 | May 04, 2026 |
| PEAK6 LLC | History | Reduced | 127,500 | 596 | 0.0% | 0.01% | 119 | -609,400 | -82.7% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 119,716 | 560 | 0.0% | 0.0% | 120 | -2,843 | -2.32% | Q1 2026 | May 15, 2026 |
| Counterpoint Mutual Funds LLC | History | Added to | 112,706 | 527 | 0.08% | 0.02% | 121 | +63,068 | 127.06% | Q1 2026 | Apr 27, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 110,962 | 519 | 0.0% | 0.0% | 122 | +4,102 | 3.84% | Q1 2026 | May 13, 2026 |
| Oasis Advisors, LLC | History | Added to | 109,608 | 512 | 0.1% | 0.13% | 123 | +66,923 | 156.78% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 104,849 | 490 | 0.0% | 0.0% | 124 | -6,930 | -6.2% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 103,761 | 485 | 0.01% | 0.02% | 125 | -26,523 | -20.36% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Added to | 103,450 | 484 | 0.09% | 0.06% | 126 | +48,450 | 88.09% | Q1 2026 | Apr 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 100,000 | 468 | 0.04% | 0.02% | 127 | +97,180 | 3446.1% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 99,071 | 463 | 0.0% | 0.0% | 128 | +785 | 0.8% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 93,000 | 435 | 0.0% | — | 130 | +93,000 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 91,948 | 435 | 0.0% | 0.0% | 129 | -13,909 | -13.14% | Q1 2026 | Apr 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 88,854 | 415 | 0.0% | 0.0% | 131 | +21,167 | 31.27% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 85,709 | 401 | 0.01% | 0.01% | 132 | -1,057 | -1.22% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 82,820 | 387 | 0.0% | 0.0% | 133 | +1,958 | 2.42% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | No change | 78,691 | 368 | 0.09% | 0.11% | 134 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 74,556 | 348 | 0.0% | 0.0% | 135 | +17,014 | 29.57% | Q1 2026 | Apr 27, 2026 |
| Havemeyer Place LP | History | Added to | 73,180 | 342 | 0.04% | 0.04% | 136 | +37,515 | 105.19% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 72,520 | 339 | 0.0% | 0.0% | 137 | +8,383 | 13.07% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 70,915 | 331 | 0.0% | 0.0% | 138 | -132,055 | -65.06% | Q1 2026 | May 12, 2026 |
| OP Asset Management Ltd | History | Added to | 69,683 | 326 | 0.0% | 0.0% | 139 | +30,318 | 77.02% | Q1 2026 | Apr 10, 2026 |
| ExodusPoint Capital Management, LP | History | New | 66,975 | 313 | 0.0% | — | 140 | +66,975 | New | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 64,774 | 303 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LMR Partners LLP | History | Reduced | 64,211 | 300 | 0.0% | 0.0% | 142 | -85,789 | -57.19% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 63,804 | 298 | 0.0% | 0.0% | 143 | -63,134 | -49.74% | Q1 2026 | May 06, 2026 |
| Nuveen, LLC | History | New | 62,746 | 293 | 0.0% | — | 144 | +62,746 | New | Q1 2026 | Apr 30, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 59,649 | 279 | 0.0% | 0.0% | 145 | +16,365 | 37.81% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 58,956 | 275 | 0.01% | 0.01% | 146 | -7,348 | -11.08% | Q1 2026 | Apr 27, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 57,849 | 270 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| VARCOV Co. | History | New | 55,836 | 261 | 0.1% | — | 148 | +55,836 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 52,608 | 246 | 0.0% | 0.0% | 149 | -356 | -0.67% | Q1 2026 | May 12, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 52,230 | 244 | 0.0% | 0.0% | 150 | +23,704 | 83.1% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 51,923 | 243 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Reduced | 50,916 | 238 | 0.0% | 0.0% | 152 | -22,768 | -30.9% | Q1 2026 | May 14, 2026 |
| CSS LLC/IL | History | Reduced | 50,263 | 235 | 0.01% | 0.02% | 153 | -33,437 | -39.95% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | Added to | 50,145 | 235 | 0.01% | 0.01% | 154 | +16,527 | 49.16% | Q1 2026 | May 12, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 50,361 | 235 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | New | 50,000 | 234 | 0.0% | — | 156 | +50,000 | New | Q1 2026 | May 07, 2026 |
| Penserra Capital Management LLC | History | New | 49,770 | 232 | 0.0% | — | 157 | +49,770 | New | Q1 2026 | May 11, 2026 |
| Defiance ETFs, LLC | History | New | 49,770 | 232 | 0.0% | — | 158 | +49,770 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 48,415 | 226 | 0.0% | 0.1% | 159 | -1,296,624 | -96.4% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 46,690 | 218 | 0.01% | 0.0% | 160 | +23,843 | 104.36% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 46,400 | 217 | 0.0% | 0.0% | 161 | -5,018 | -9.76% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 46,950 | 214 | 0.01% | 0.02% | 162 | -1,300 | -2.69% | Q1 2026 | May 01, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 45,600 | 213 | 0.04% | — | 163 | +45,600 | New | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 44,193 | 206 | 0.0% | 0.0% | 164 | +15,505 | 54.05% | Q1 2026 | May 11, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 43,603 | 204 | 0.01% | 0.01% | 165 | -1,368 | -3.04% | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 43,466 | 203 | 0.0% | 0.0% | 166 | -116,855 | -72.89% | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 43,125 | 202 | 0.01% | 0.11% | 167 | -173,368 | -80.08% | Q1 2026 | May 08, 2026 |
| Cambria Investment Management, L.P. | History | New | 43,197 | 202 | 0.01% | — | 168 | +43,197 | New | Q1 2026 | May 14, 2026 |
| Bay Rivers Group | History | Added to | 42,271 | 197 | 0.08% | 0.05% | 169 | +20,910 | 97.89% | Q1 2026 | Apr 13, 2026 |
| Liberty Mutual Group Asset Management Inc. | History | No change | 41,711 | 195 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 41,648 | 194 | 0.0% | 0.0% | 171 | -186,156 | -81.72% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 41,315 | 193 | 0.0% | 0.0% | 172 | -2,000 | -4.62% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | New | 41,061 | 192 | 0.0% | — | 173 | +41,061 | New | Q1 2026 | May 08, 2026 |
| Belvedere Trading LLC | History | Reduced | 40,000 | 181 | 0.0% | 0.0% | 174 | -94,600 | -70.28% | Q1 2026 | May 12, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 37,300 | 174 | 0.0% | 0.0% | 176 | +12,000 | 47.43% | Q1 2026 | May 15, 2026 |
| GREENBERG FINANCIAL GROUP | History | No change | 30,000 | 174 | 0.07% | 0.07% | 175 | 0 | 0.0% | Q4 2025 | Jan 22, 2026 |
| Emerald Advisors, LLC | History | New | 36,334 | 170 | 0.02% | — | 177 | +36,334 | New | Q1 2026 | Apr 23, 2026 |
| Wealthfront Advisers LLC | History | Added to | 35,318 | 165 | 0.0% | 0.0% | 178 | +11,212 | 46.51% | Q1 2026 | May 05, 2026 |
| StoneX Group Inc. | History | New | 35,194 | 164 | 0.01% | — | 180 | +35,194 | New | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 35,123 | 164 | 0.0% | 0.0% | 179 | -11,028 | -23.9% | Q1 2026 | May 15, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 35,000 | 163 | 0.05% | — | 181 | +35,000 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 33,050 | 154 | 0.0% | 0.0% | 182 | -5,322 | -13.87% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 32,803 | 153 | 0.0% | 0.0% | 183 | +10,720 | 48.54% | Q1 2026 | May 18, 2026 |
| Headlands Technologies LLC | History | New | 30,939 | 144 | 0.02% | — | 184 | +30,939 | New | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 24,332 | 141 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Venture Visionary Partners LLC | History | New | 29,233 | 136 | 0.0% | — | 187 | +29,233 | New | Q1 2026 | May 14, 2026 |
| Fiduciary Alliance LLC | History | Added to | 28,220 | 136 | 0.01% | 0.01% | 186 | +3,800 | 15.56% | Q1 2026 | Apr 20, 2026 |
| CIBC Asset Management Inc | History | No change | 28,553 | 133 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sovran Advisors, LLC | History | Added to | 24,462 | 131 | 0.01% | 0.01% | 190 | +12,411 | 102.99% | Q1 2026 | May 01, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 28,071 | 131 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 27,771 | 129 | 0.0% | 0.01% | 191 | -8,509 | -23.45% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 27,342 | 127 | 0.0% | 0.0% | 192 | -8,106 | -22.87% | Q1 2026 | May 12, 2026 |
| KBC Group NV | History | No change | 26,598 | 124 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 20,940 | 122 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 25,029 | 117 | 0.0% | 0.0% | 195 | +13,290 | 113.21% | Q1 2026 | May 15, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Added to | 24,811 | 116 | 0.01% | 0.01% | 196 | +5,634 | 29.38% | Q1 2026 | Apr 28, 2026 |
| CWM, LLC | History | Reduced | 24,624 | 115 | 0.0% | 0.0% | 197 | -827 | -3.25% | Q1 2026 | May 14, 2026 |
| DKM Wealth Management, Inc. | History | Added to | 24,011 | 112 | 0.08% | 0.07% | 198 | +6,771 | 39.27% | Q1 2026 | Apr 10, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 24,912 | 110 | 0.02% | 0.04% | 199 | -14,577 | -36.91% | Q1 2026 | May 12, 2026 |
| Stonekeep Investments, LLC | History | Reduced | 23,532 | 110 | 0.07% | 0.09% | 200 | -146 | -0.62% | Q1 2026 | Apr 07, 2026 |
| Clear Street Group Inc. | History | Added to | 23,032 | 107 | 0.0% | 0.0% | 201 | +19,885 | 631.87% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 18,000 | 104 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 22,168 | 103 | 0.0% | 0.0% | 203 | -4,646 | -17.33% | Q1 2026 | May 14, 2026 |
| Savvy Advisors, Inc. | History | Added to | 22,176 | 103 | 0.0% | 0.0% | 204 | +1,539 | 7.46% | Q1 2026 | May 11, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 22,154 | 101 | 0.0% | 0.0% | 205 | -935 | -4.05% | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 21,501 | 100 | 0.0% | 0.0% | 206 | -14 | -0.07% | Q1 2026 | Apr 21, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 21,299 | 99 | 0.0% | 0.0% | 207 | +3,802 | 21.73% | Q1 2026 | May 11, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 21,326 | 99 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| R Squared Ltd | History | Reduced | 21,061 | 98 | 0.05% | 0.07% | 209 | -4,746 | -18.39% | Q1 2026 | Apr 29, 2026 |
| Militia Capital Partners, LP | History | No change | 16,300 | 95 | 0.04% | 0.04% | 210 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Candriam S.C.A. | History | Added to | 19,876 | 93 | 0.0% | 0.0% | 211 | +4,576 | 29.91% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Reduced | 20,040 | 93 | 0.0% | 0.0% | 212 | -1,000 | -4.75% | Q1 2026 | Apr 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 19,835 | 90 | 0.0% | 0.0% | 213 | -2,105 | -9.59% | Q1 2026 | Apr 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 18,140 | 84 | 0.0% | — | 214 | +18,140 | New | Q1 2026 | May 04, 2026 |
| AXQ CAPITAL, LP | History | New | 17,541 | 82 | 0.01% | — | 215 | +17,541 | New | Q1 2026 | May 13, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | New | 17,474 | 81 | 0.0% | — | 216 | +17,474 | New | Q1 2026 | May 14, 2026 |
| DnB Asset Management AS | History | New | 17,150 | 80 | 0.0% | — | 217 | +17,150 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 16,941 | 79 | 0.0% | 0.0% | 218 | +8,803 | 108.17% | Q1 2026 | Apr 30, 2026 |
| United Capital Management of KS, Inc. | History | Added to | 16,657 | 77 | 0.01% | 0.01% | 220 | +3,657 | 28.13% | Q1 2026 | May 11, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 16,576 | 77 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BROWN ADVISORY INC | History | New | 16,326 | 76 | 0.0% | — | 224 | +16,326 | New | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 16,258 | 76 | 0.0% | 0.0% | 222 | +3,760 | 30.08% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 16,388 | 76 | 0.0% | 0.0% | 221 | +3,593 | 28.08% | Q1 2026 | May 01, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 16,430 | 76 | 0.0% | 0.0% | 223 | +1,617 | 10.92% | Q1 2026 | Apr 28, 2026 |
| FIFTH THIRD BANCORP | History | New | 16,099 | 75 | 0.0% | — | 228 | +16,099 | New | Q1 2026 | May 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 16,093 | 75 | 0.0% | 0.0% | 226 | -6,453 | -28.62% | Q1 2026 | May 14, 2026 |
| COFG Advisors, LLC | History | Added to | 16,182 | 75 | 0.02% | 0.02% | 227 | +4,401 | 37.36% | Q1 2026 | May 11, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 16,131 | 75 | 0.0% | 0.0% | 225 | -868 | -5.11% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 15,855 | 74 | 0.0% | 0.0% | 229 | -14,055 | -46.99% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 15,996 | 74 | 0.0% | 0.0% | 230 | +400 | 2.56% | Q1 2026 | Apr 22, 2026 |
| CAPITAL ADVISORS INC/OK | History | Reduced | 15,626 | 73 | 0.0% | 0.0% | 231 | -14,104 | -47.44% | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | New | 15,296 | 71 | 0.0% | — | 232 | +15,296 | New | Q1 2026 | May 05, 2026 |
| CATALYST PRIVATE WEALTH, LLC | History | No change | 14,757 | 69 | 0.04% | 0.04% | 233 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| L & S Advisors Inc | History | No change | 14,505 | 67 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,150 | 66 | 0.0% | 0.0% | 235 | -321 | -2.22% | Q1 2026 | May 14, 2026 |
| Carnegie Lake Advisors LLC | History | New | 14,080 | 65 | 0.03% | — | 236 | +14,080 | New | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 13,842 | 64 | 0.0% | — | 237 | +13,842 | New | Q1 2026 | Apr 30, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 13,514 | 63 | 0.0% | 0.0% | 238 | -16,456 | -54.91% | Q1 2026 | Apr 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | Added to | 13,500 | 63 | 0.0% | 0.0% | 239 | +6,500 | 92.86% | Q1 2026 | May 14, 2026 |
| FRG Family Wealth Advisors LLC | History | No change | 13,435 | 62 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TRB Wealth Management, LLC | History | New | 13,187 | 61 | 0.01% | — | 241 | +13,187 | New | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | New | 12,644 | 59 | 0.0% | — | 242 | +12,644 | New | Q1 2026 | May 12, 2026 |
| Tamar Securities, LLC | History | Added to | 12,393 | 58 | 0.01% | 0.01% | 244 | +2,114 | 20.57% | Q1 2026 | May 14, 2026 |
| Moss Adams Wealth Advisors LLC | History | No change | 12,522 | 58 | 0.0% | 0.01% | 243 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DRW Securities, LLC | History | New | 12,363 | 57 | 0.0% | — | 245 | +12,363 | New | Q1 2026 | May 13, 2026 |
| Ionic Capital Management LLC | History | No change | 12,000 | 56 | 0.0% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 11,869 | 55 | 0.0% | 0.0% | 247 | -34,279 | -74.28% | Q1 2026 | May 13, 2026 |
| Forum Finance Group S.A. | History | New | 15,000 | 54 | 0.03% | — | 250 | +15,000 | New | Q1 2026 | May 07, 2026 |
| MARIPAU WEALTH MANAGEMENT LLC | History | Reduced | 11,743 | 54 | 0.02% | 0.04% | 248 | -4,700 | -28.58% | Q1 2026 | May 27, 2026 |
| MYECFO, LLC | History | No change | 11,650 | 54 | 0.02% | 0.03% | 249 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| World Investment Advisors | History | New | 11,510 | 53 | 0.0% | — | 252 | +11,510 | New | Q1 2026 | Apr 27, 2026 |
| AlTi Global, Inc. | History | Added to | 11,516 | 53 | 0.0% | 0.0% | 251 | +34 | 0.3% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 11,050 | 51 | 0.0% | 0.0% | 253 | +9,913 | 871.86% | Q1 2026 | May 07, 2026 |
| Advance Capital Management, Inc. | History | Reduced | 11,089 | 51 | 0.0% | 0.0% | 255 | -2,688 | -19.51% | Q1 2026 | Apr 29, 2026 |
| Rathbones Group PLC | History | No change | 11,105 | 51 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 11,000 | 51 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | No change | 11,000 | 51 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abel Hall, LLC | History | No change | 10,797 | 50 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 10,300 | 48 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lakeridge Wealth Management LLC | History | No change | 10,335 | 48 | 0.02% | 0.03% | 260 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HUB Investment Partners, LLC | History | New | 10,165 | 47 | 0.0% | — | 261 | +10,165 | New | Q1 2026 | May 15, 2026 |
| Permanens Capital L.P. | History | No change | 10,000 | 46 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| McGuire Investment Group, LLC | History | No change | 10,000 | 46 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SP Asset Management LLC | History | No change | 10,000 | 46 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BXM Wealth LLC | History | No change | 10,000 | 46 | 0.04% | 0.04% | 265 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Added to | 9,825 | 45 | 0.0% | 0.0% | 266 | +2,896 | 41.8% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 7,900 | 36 | 0.0% | 0.0% | 267 | -21,100 | -72.76% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 6,000 | 28 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | No change | 5,200 | 27 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wellington Grp LLC | History | New | 4,790 | 22 | 0.01% | — | 270 | +4,790 | New | Q1 2026 | May 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 4,509 | 21 | 0.0% | 0.0% | 271 | -287,545 | -98.46% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | No change | 4,500 | 21 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MILLER WEALTH ADVISORS, LLC | History | No change | 4,065 | 19 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,020 | 18 | 0.0% | 0.0% | 274 | +3,020 | 302.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 28,815 | 17 | 0.0% | 0.0% | 275 | +549 | 1.94% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,516 | 16 | 0.0% | 0.0% | 276 | +2,916 | 486.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 3,540 | 16 | 0.0% | 0.0% | 278 | +1,975 | 126.2% | Q1 2026 | Jun 02, 2026 |
| COMERICA BANK | History | No change | 2,758 | 16 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Bogart Wealth, LLC | History | No change | 3,500 | 16 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strive Financial Group ,LLC | History | No change | 3,328 | 16 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,360 | 15 | 0.0% | 0.0% | 281 | -9,238 | -73.33% | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 3,233 | 15 | 0.0% | — | 282 | +3,233 | New | Q1 2026 | May 14, 2026 |
| Resolute Advisors LLC | History | New | 3,000 | 14 | 0.01% | — | 283 | +3,000 | New | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 2,983 | 13 | 0.0% | — | 285 | +2,983 | New | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 2,892 | 13 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | No change | 2,500 | 11 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,200 | 10 | 0.0% | 0.0% | 287 | -1,900 | -46.34% | Q1 2026 | Apr 13, 2026 |
| Inspire Investing, LLC | History | No change | 2,152 | 10 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 1,853 | 10 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| Quent Capital, LLC | History | No change | 2,180 | 10 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Gen-Wealth Partners Inc | History | New | 2,000 | 9 | 0.0% | — | 293 | +2,000 | New | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,131 | 9 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Center for Financial Planning, Inc. | History | No change | 2,000 | 9 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 1,805 | 8 | 0.0% | 0.0% | 294 | +195 | 12.11% | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 1,904 | 8 | 0.0% | 0.0% | 296 | -50 | -2.56% | Q1 2026 | May 12, 2026 |
| Avion Wealth | History | No change | 1,800 | 8 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,500 | 7 | 0.0% | 0.0% | 297 | -4,000 | -72.73% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,353 | 7 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 1,553 | 7 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 1,350 | 6 | 0.0% | 0.0% | 302 | -150 | -10.0% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,284 | 6 | 0.0% | 0.0% | 301 | +9 | 0.71% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | No change | 1,471 | 6 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Reduced | 1,000 | 5 | 0.01% | 0.09% | 306 | -13,000 | -92.86% | Q1 2026 | Apr 29, 2026 |
| Arax Advisory Partners | History | Reduced | 1,193 | 5 | 0.0% | 0.0% | 303 | -1,418 | -54.31% | Q1 2026 | May 13, 2026 |
| Valued Wealth Advisors LLC | History | New | 1,271 | 5 | 0.0% | — | 307 | +1,271 | New | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | No change | 1,175 | 5 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 1,086 | 5 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,000 | 4 | 0.0% | — | 314 | +1,000 | New | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 924 | 4 | 0.0% | 0.0% | 310 | -330 | -26.32% | Q1 2026 | Jun 02, 2026 |
| DB Fitzpatrick & Co, Inc | History | Added to | 890 | 4 | 0.0% | 0.0% | 312 | +45 | 5.33% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 970 | 4 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 978 | 4 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 4 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,000 | 4 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Reduced | 703 | 3 | 0.0% | 0.0% | 316 | -19,611 | -96.54% | Q1 2026 | May 15, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 780 | 3 | 0.0% | 0.0% | 317 | -1,435 | -64.79% | Q1 2026 | Apr 17, 2026 |
| Anfield Capital Management, LLC | History | New | 800 | 3 | 0.0% | — | 319 | +800 | New | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 658 | 3 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Front Row Advisors LLC | History | No change | 700 | 3 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Delos Wealth Advisors, LLC | History | Reduced | 500 | 2 | 0.0% | 0.01% | 323 | -2,000 | -80.0% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 541 | 2 | 0.0% | — | 326 | +541 | New | Q1 2026 | Apr 28, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 505 | 2 | 0.0% | — | 327 | +505 | New | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | Added to | 562 | 2 | 0.0% | — | 324 | +412 | 274.67% | Q1 2026 | May 14, 2026 |
| Winch Advisory Services, LLC | History | No change | 480 | 2 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hurley Capital, LLC | History | No change | 539 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TrinityBridge Ltd | History | No change | 450 | 2 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 635 | 2 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ascentis Independent Advisors | History | New | 300 | 1 | 0.0% | — | 332 | +300 | New | Q1 2026 | Apr 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 250 | 1 | 0.0% | — | 331 | +250 | New | Q1 2026 | Apr 16, 2026 |
| EASTERN BANK | History | No change | 252 | 1 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Golden State Wealth Management, LLC | History | No change | 327 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 250 | 1 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Closed out | 0 | 0 | — | 0.5% | — | -1,059,157 | -100.0% | Q1 2026 | May 14, 2026 |
| HBK INVESTMENTS L P | History | Closed out | 0 | 0 | — | 0.05% | — | -1,015,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -885,672 | -100.0% | Q1 2026 | May 11, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.03% | — | -666,391 | -100.0% | Q1 2026 | Apr 16, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -494,522 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -417,184 | -100.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -377,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Notable Capital Management, L.L.C. | History | Closed out | 0 | 0 | — | 2.59% | — | -325,311 | -100.0% | Q1 2026 | May 12, 2026 |
| United Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -325,000 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -263,967 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.06% | — | -229,086 | -100.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -202,443 | -100.0% | Q1 2026 | May 15, 2026 |
| One River Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -200,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -193,300 | -100.0% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -151,511 | -100.0% | Q1 2026 | May 12, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.01% | — | -110,350 | -100.0% | Q1 2026 | May 01, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -106,947 | -100.0% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -88,696 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -69,669 | -100.0% | Q1 2026 | May 15, 2026 |
| T3 Companies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,300 | -100.0% | Q1 2026 | May 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -59,148 | -100.0% | Q1 2026 | May 15, 2026 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -58,445 | -100.0% | Q1 2026 | May 14, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -55,606 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -50,506 | -100.0% | Q1 2026 | May 15, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -50,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -42,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -40,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.0% | — | -35,163 | -100.0% | Q1 2026 | May 11, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -34,715 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -33,294 | -100.0% | Q1 2026 | May 12, 2026 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.41% | — | -30,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Alphadyne Asset Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -29,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -27,932 | -100.0% | Q1 2026 | May 13, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,540 | -100.0% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,268 | -100.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -21,182 | -100.0% | Q1 2026 | May 14, 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | Closed out | 0 | 0 | — | 0.0% | — | -20,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Skaana Management L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -19,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,541 | -100.0% | Q1 2026 | May 13, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,154 | -100.0% | Q1 2026 | May 14, 2026 |
| VICTORY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,490 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Kera Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -12,345 | -100.0% | Q1 2026 | May 06, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -12,000 | -100.0% | Q1 2026 | May 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | Closed out | 0 | 0 | — | 0.0% | — | -11,770 | -100.0% | Q1 2026 | Apr 09, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,300 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Signal Advisors Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,243 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,161 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Essex Financial Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,073 | -100.0% | Q1 2026 | Apr 24, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,905 | -100.0% | Q1 2026 | May 11, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -10,230 | -100.0% | Q1 2026 | May 15, 2026 |
| Welch Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | Apr 21, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -5,800 | -100.0% | Q1 2026 | May 12, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -4,999 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -2,300 | -100.0% | Q1 2026 | May 06, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,880 | -100.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 85 | 0 | — | 0.0% | — | -1,329 | -93.99% | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,055 | -100.0% | Q1 2026 | May 05, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 21 | 0 | — | 0.0% | — | -1,000 | -97.94% | Q1 2026 | May 20, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Closed out | 0 | 0 | — | 0.0% | — | -820 | -100.0% | Q1 2026 | May 08, 2026 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -289 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Game Plan Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -250 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -177 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Bare Financial Services, Inc | History | Reduced | 179 | 0 | — | 0.0% | — | -174 | -49.29% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | New | 166 | 0 | — | — | — | +166 | New | Q1 2026 | Apr 20, 2026 |
| Root Financial Partners, LLC | History | New | 158 | 0 | — | — | — | +158 | New | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | New | 152 | 0 | — | — | — | +152 | New | Q1 2026 | Apr 29, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -140 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ASSETMARK, INC | History | New | 139 | 0 | — | — | — | +139 | New | Q1 2026 | May 06, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Closed out | 0 | 0 | — | — | — | -132 | -100.0% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 128 | 0 | — | — | — | +128 | New | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | New | 120 | 0 | — | — | — | +120 | New | Q1 2026 | Apr 07, 2026 |
| Friedenthal Financial | History | Closed out | 0 | 0 | — | — | — | -105 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Western Wealth Management, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 19, 2026 |
| Morton Brown Family Wealth, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | Apr 20, 2026 |
| MATHER GROUP, LLC. | History | New | 80 | 0 | — | — | — | +80 | New | Q1 2026 | Apr 13, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -76 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 78 | 0 | — | — | — | +48 | 160.0% | Q1 2026 | Apr 17, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 200 | 0 | — | 0.0% | — | -30 | -13.04% | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q1 2026 | May 04, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Reduced | 50 | 0 | — | — | — | -25 | -33.33% | Q1 2026 | Apr 22, 2026 |
| Ancora Advisors LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 15, 2026 |
| Axiom Investment Management LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 26, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Tradewinds Capital Management, LLC | History | Reduced | 5 | 0 | — | — | — | -11 | -68.75% | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 14, 2026 |
| CURIO WEALTH, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 13 | 0 | — | — | — | +2 | 18.18% | Q1 2026 | May 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 27 | 0 | — | — | — | -1 | -3.57% | Q1 2026 | May 06, 2026 |
| JFS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 20, 2026 |
| Rialto Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 175 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 135 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FNY Investment Advisers, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SITTNER & NELSON, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stephens Consulting, LLC | History | No change | 133 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Fairman Group, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 200 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aventura Private Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clark Wealth Partners | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |