OSI SYSTEMS INC - OSIS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 2,529,623 | 671,640 | 0.01% | 0.01% | 1 | -32,279 | -1.26% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,106,595 | 537,308 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 1,967,088 | 522,281 | 0.03% | 0.02% | 3 | +309,658 | 18.68% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,249,748 | 331,820 | 0.02% | — | 4 | +1,249,748 | New | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 772,314 | 205,056 | 0.1% | 0.09% | 5 | +19,747 | 2.62% | Q1 2026 | May 18, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 699,253 | 185,658 | 0.0% | — | 6 | +699,253 | New | Q1 2026 | May 15, 2026 |
| Mawer Investment Management Ltd. | History | Reduced | 662,634 | 175,935 | 1.14% | 1.15% | 7 | -140,968 | -17.54% | Q1 2026 | May 06, 2026 |
| STATE STREET CORP | History | Added to | 662,141 | 175,805 | 0.01% | 0.01% | 8 | +3,967 | 0.6% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 619,479 | 164,477 | 0.04% | 0.03% | 9 | -54,864 | -8.14% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 440,723 | 117,034 | 0.01% | 0.01% | 10 | +29,760 | 7.24% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 430,561 | 114,318 | 0.02% | 0.03% | 11 | -67,691 | -13.59% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 395,428 | 104,992 | 0.02% | 0.02% | 12 | -11,464 | -2.82% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Reduced | 373,274 | 99,107 | 0.02% | 0.02% | 13 | -51,923 | -12.21% | Q1 2026 | May 12, 2026 |
| Hood River Capital Management LLC | History | Reduced | 372,074 | 98,789 | 0.99% | 1.06% | 14 | -7,300 | -1.92% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 303,923 | 80,683 | 0.06% | 0.06% | 15 | +3,131 | 1.04% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 270,420 | 71,799 | 0.44% | 0.42% | 16 | +4,306 | 1.62% | Q1 2026 | May 15, 2026 |
| Channing Capital Management, LLC | History | New | 266,884 | 70,860 | 1.81% | — | 17 | +266,884 | New | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 266,375 | 70,725 | 0.01% | 0.01% | 18 | -19,878 | -6.94% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 259,545 | 68,913 | 0.01% | 0.01% | 19 | +4,483 | 1.76% | Q1 2026 | May 15, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 244,660 | 64,959 | 0.05% | 0.05% | 20 | -23,050 | -8.61% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 232,497 | 61,598 | 0.08% | 0.06% | 21 | +69,393 | 42.55% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 219,241 | 58,211 | 1.33% | 1.4% | 22 | -14,011 | -6.01% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 210,377 | 55,857 | 0.0% | 0.0% | 23 | -12,527 | -5.62% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 200,986 | 53,363 | 0.01% | 0.01% | 24 | -1,047 | -0.52% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 191,467 | 50,836 | 0.07% | 0.06% | 25 | -15,979 | -7.7% | Q1 2026 | May 14, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 191,430 | 50,826 | 4.19% | 4.13% | 26 | -4,365 | -2.23% | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 188,180 | 49,964 | 0.04% | 0.05% | 27 | -38,915 | -17.14% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 172,754 | 45,729 | 0.0% | 0.0% | 28 | +7,745 | 4.69% | Q1 2026 | May 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 171,667 | 45,579 | 0.15% | 0.14% | 29 | -19,659 | -10.28% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 170,855 | 45,363 | 0.01% | 0.01% | 30 | -453 | -0.26% | Q1 2026 | May 14, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 163,598 | 43,436 | 0.04% | 0.04% | 31 | -21,548 | -11.64% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 161,492 | 42,878 | 0.07% | 0.07% | 32 | -27,478 | -14.54% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 135,961 | 36,099 | 0.01% | 0.01% | 33 | -180,275 | -57.01% | Q1 2026 | May 05, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 117,963 | 31,320 | 0.23% | 0.41% | 34 | -117,805 | -49.97% | Q1 2026 | May 15, 2026 |
| Swedbank AB | History | Added to | 117,740 | 31,261 | 0.03% | 0.03% | 35 | +7,327 | 6.64% | Q1 2026 | Apr 29, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 107,652 | 28,582 | 0.01% | — | 36 | +107,652 | New | Q1 2026 | May 08, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 106,593 | 28,301 | 0.84% | 0.95% | 37 | +5,193 | 5.12% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 102,417 | 27,192 | 0.01% | 0.01% | 38 | +6,591 | 6.88% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 100,377 | 26,651 | 0.01% | 0.01% | 39 | +4,336 | 4.51% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 98,162 | 26,062 | 0.0% | 0.0% | 40 | -4,762 | -4.63% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 97,909 | 25,995 | 0.01% | 0.01% | 41 | +50,824 | 107.94% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 94,110 | 24,987 | 0.01% | 0.0% | 42 | +53,992 | 134.58% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 93,754 | 24,892 | 0.0% | 0.0% | 43 | +43,893 | 88.03% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Added to | 86,529 | 23,024 | 0.02% | 0.02% | 44 | +9,471 | 12.29% | Q1 2026 | May 11, 2026 |
| Intrinsic Edge Capital Management LLC | History | Added to | 86,158 | 22,875 | 3.8% | 1.42% | 45 | +55,000 | 176.52% | Q1 2026 | May 18, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 83,323 | 22,123 | 0.07% | 0.06% | 46 | +6,763 | 8.83% | Q1 2026 | May 08, 2026 |
| BROWN ADVISORY INC | History | Reduced | 78,254 | 20,777 | 0.03% | 0.05% | 47 | -73,351 | -48.38% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 75,120 | 19,945 | 0.0% | 0.0% | 48 | -33,257 | -30.69% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 75,026 | 19,920 | 0.0% | 0.0% | 49 | +39,126 | 108.99% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 71,496 | 18,982 | 0.03% | 0.01% | 50 | +55,111 | 336.35% | Q1 2026 | May 06, 2026 |
| MIROVA | History | New | 65,007 | 17,260 | 0.7% | — | 51 | +65,007 | New | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 59,840 | 15,888 | 0.0% | 0.0% | 52 | -9,313 | -13.47% | Q1 2026 | Apr 30, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 55,384 | 14,705 | 0.05% | 0.05% | 53 | +142 | 0.26% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 50,994 | 13,539 | 0.01% | 0.01% | 54 | +10,664 | 26.44% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 50,772 | 13,480 | 0.0% | 0.0% | 55 | -1,154 | -2.22% | Q1 2026 | May 11, 2026 |
| Prospect Capital Advisors, LLC | History | Reduced | 49,485 | 13,138 | 7.3% | 6.84% | 56 | -2,500 | -4.81% | Q1 2026 | May 29, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 47,909 | 12,720 | 0.18% | — | 57 | +47,909 | New | Q1 2026 | May 22, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 45,750 | 12,074 | 0.01% | 0.01% | 58 | -2,333 | -4.85% | Q1 2026 | May 13, 2026 |
| AXIOM INVESTORS LLC /DE | History | Reduced | 45,072 | 11,967 | 0.13% | 0.15% | 59 | -21,736 | -32.54% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 43,610 | 11,578 | 0.0% | 0.0% | 60 | -135 | -0.31% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 43,138 | 11,454 | 0.04% | 0.04% | 61 | -1,596 | -3.57% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 43,058 | 11,432 | 0.01% | 0.01% | 62 | -214 | -0.49% | Q1 2026 | May 12, 2026 |
| PDT Partners, LLC | History | No change | 42,104 | 11,179 | 0.66% | 0.7% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 39,612 | 10,517 | 0.01% | 0.01% | 64 | -17,694 | -30.88% | Q1 2026 | May 13, 2026 |
| Portman Square Capital LLP | History | Added to | 37,900 | 10,062 | 0.39% | 0.25% | 65 | +15,900 | 72.27% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | Reduced | 37,618 | 9,987 | 0.0% | 0.0% | 66 | -3,837 | -9.26% | Q1 2026 | May 08, 2026 |
| Robeco Schweiz AG | History | Added to | 36,500 | 9,691 | 0.2% | 0.17% | 67 | +5,953 | 19.49% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | Added to | 35,712 | 9,481 | 0.02% | 0.01% | 68 | +17,313 | 94.1% | Q1 2026 | May 14, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Added to | 34,195 | 9,079 | 0.26% | 0.15% | 69 | +10,997 | 47.4% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 33,209 | 8,817 | 0.36% | 0.35% | 70 | +247 | 0.75% | Q1 2026 | Apr 21, 2026 |
| Swiss National Bank | History | Added to | 31,900 | 8,469 | 0.0% | 0.0% | 71 | +400 | 1.27% | Q1 2026 | May 07, 2026 |
| Nicholas Investment Partners, LP | History | Reduced | 31,553 | 8,377 | 0.6% | 0.9% | 72 | -17,066 | -35.1% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 29,300 | 7,779 | 0.0% | 0.0% | 73 | -3,986 | -11.98% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 28,959 | 7,688 | 0.01% | 0.0% | 74 | +11,532 | 66.17% | Q1 2026 | May 12, 2026 |
| SG Capital Management LLC | History | New | 26,991 | 7,166 | 0.48% | — | 75 | +26,991 | New | Q1 2026 | May 08, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 25,161 | 6,680 | 0.02% | 0.01% | 76 | +1,446 | 6.1% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 25,148 | 6,677 | 0.0% | 0.0% | 77 | +16,215 | 181.52% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 24,709 | 6,560 | 0.0% | 0.0% | 78 | +131 | 0.53% | Q1 2026 | May 06, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 24,662 | 6,548 | 0.01% | 0.01% | 79 | -1,902 | -7.16% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 23,879 | 6,340 | 0.11% | 0.1% | 80 | +1,426 | 6.35% | Q1 2026 | May 15, 2026 |
| Bridge City Capital, LLC | History | Added to | 22,582 | 5,995 | 1.66% | 1.59% | 81 | +1,361 | 6.41% | Q1 2026 | May 13, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | New | 19,877 | 5,277 | 0.17% | — | 82 | +19,877 | New | Q1 2026 | May 21, 2026 |
| Shannon River Fund Management LLC | History | New | 19,274 | 5,117 | 0.98% | — | 83 | +19,274 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 19,113 | 5,074 | 0.0% | 0.0% | 84 | -324 | -1.67% | Q1 2026 | May 15, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 18,796 | 4,990 | 0.61% | 0.62% | 85 | -330 | -1.73% | Q1 2026 | Apr 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 18,670 | 4,957 | 0.01% | 0.0% | 86 | +3,663 | 24.41% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 18,438 | 4,895 | 0.0% | 0.0% | 87 | +2,424 | 15.14% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 18,316 | 4,863 | 0.0% | 0.0% | 88 | -1,214 | -6.22% | Q1 2026 | May 13, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 18,233 | 4,841 | 0.87% | 0.89% | 89 | -520 | -2.77% | Q1 2026 | Apr 20, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 17,724 | 4,705 | 0.01% | 0.01% | 90 | -415 | -2.29% | Q1 2026 | Apr 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 18,208 | 4,644 | 0.0% | 0.0% | 91 | -1,013 | -5.27% | Q1 2026 | May 15, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 16,183 | 4,296 | 0.64% | 0.79% | 92 | -4,116 | -20.28% | Q1 2026 | Apr 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 15,873 | 4,214 | 0.01% | 0.0% | 93 | +920 | 6.15% | Q1 2026 | May 13, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 15,692 | 4,166 | 0.6% | 0.64% | 94 | -1,888 | -10.74% | Q1 2026 | Apr 20, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 15,527 | 4,122 | 0.01% | 0.01% | 95 | -2,390 | -13.34% | Q1 2026 | Apr 20, 2026 |
| Manatuck Hill Partners, LLC | History | Added to | 15,300 | 4,062 | 1.1% | 1.28% | 96 | +1,000 | 6.99% | Q1 2026 | May 15, 2026 |
| Harvest Investment Services, LLC | History | Added to | 15,231 | 4,043 | 0.74% | 0.58% | 97 | +3,242 | 27.04% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 14,936 | 3,965 | 0.01% | 0.01% | 98 | -13,421 | -47.33% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 14,873 | 3,948 | 0.0% | — | 99 | +14,873 | New | Q1 2026 | May 08, 2026 |
| Moran Wealth Management, LLC | History | Added to | 14,676 | 3,896 | 0.12% | 0.03% | 100 | +10,411 | 244.1% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 14,579 | 3,870 | 0.0% | 0.0% | 101 | -16,781 | -53.51% | Q1 2026 | May 14, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 13,559 | 3,600 | 0.24% | 0.15% | 102 | +3,800 | 38.94% | Q1 2026 | Apr 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 13,388 | 3,553 | 0.01% | 0.01% | 103 | -878 | -6.15% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 13,325 | 3,537 | 0.01% | 0.01% | 104 | -466 | -3.38% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 13,306 | 3,532 | 0.0% | 0.0% | 105 | +2,376 | 21.74% | Q1 2026 | May 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 13,264 | 3,521 | 0.01% | 0.0% | 106 | +7,786 | 142.13% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,209 | 3,508 | 0.0% | 0.0% | 107 | -716 | -5.14% | Q1 2026 | May 15, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Added to | 12,900 | 3,421 | 0.13% | 0.12% | 108 | +1,200 | 10.26% | Q1 2026 | May 05, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 12,705 | 3,373 | 0.01% | 0.01% | 109 | -3,092 | -19.57% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Added to | 12,701 | 3,373 | 0.01% | 0.0% | 110 | +12 | 0.09% | Q1 2026 | May 06, 2026 |
| Waverly Advisors, LLC | History | Added to | 12,302 | 3,266 | 0.02% | 0.0% | 111 | +11,413 | 1283.8% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 12,263 | 3,255 | 0.0% | 0.0% | 112 | +90 | 0.74% | Q1 2026 | May 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 12,094 | 3,211 | 0.06% | 0.05% | 113 | +616 | 5.37% | Q1 2026 | Apr 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 11,796 | 3,132 | 0.01% | 0.01% | 114 | -807 | -6.4% | Q1 2026 | Apr 27, 2026 |
| NORGES BANK | History | No change | 11,111 | 2,833 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 10,460 | 2,777 | 0.0% | 0.0% | 116 | -100 | -0.95% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 10,336 | 2,744 | 0.01% | 0.0% | 117 | -630 | -5.75% | Q1 2026 | May 01, 2026 |
| MARSHALL WACE, LLP | History | New | 10,183 | 2,703 | 0.0% | — | 118 | +10,183 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 9,971 | 2,647 | 0.0% | 0.0% | 119 | -1,076 | -9.74% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 9,519 | 2,527 | 0.0% | 0.0% | 120 | +5,873 | 161.08% | Q1 2026 | May 14, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 9,318 | 2,474 | 1.46% | 1.4% | 121 | -45 | -0.48% | Q1 2026 | Apr 13, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 9,148 | 2,452 | 0.08% | 0.06% | 122 | -16 | -0.17% | Q1 2026 | Apr 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,096 | 2,415 | 0.0% | 0.0% | 123 | -185 | -1.99% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 8,775 | 2,329 | 0.0% | 0.0% | 124 | -948 | -9.75% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 8,626 | 2,273 | 0.0% | 0.01% | 125 | -9,604 | -52.68% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 8,558 | 2,272 | 0.01% | 0.01% | 126 | -362 | -4.06% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | No change | 8,327 | 2,210 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 8,295 | 2,202 | 0.03% | 0.03% | 128 | -546 | -6.18% | Q1 2026 | May 05, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 8,041 | 2,135 | 0.03% | 0.04% | 129 | -587 | -6.8% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 7,922 | 2,103 | 0.01% | — | 130 | +7,922 | New | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 7,861 | 2,087 | 0.01% | 0.01% | 131 | -723 | -8.42% | Q1 2026 | May 05, 2026 |
| Legato Capital Management LLC | History | Reduced | 7,769 | 2,062 | 0.19% | 0.24% | 132 | -3,001 | -27.86% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,644 | 2,029 | 0.02% | 0.02% | 133 | -501 | -6.15% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 7,600 | 2,017 | 0.0% | — | 134 | +7,600 | New | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | Added to | 7,485 | 1,981 | 0.02% | 0.01% | 135 | +1,900 | 34.02% | Q1 2026 | May 11, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 7,342 | 1,949 | 0.57% | 0.58% | 136 | -318 | -4.15% | Q1 2026 | May 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 7,338 | 1,948 | 0.0% | 0.0% | 137 | -508 | -6.47% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 7,285 | 1,934 | 0.0% | 0.0% | 138 | -194 | -2.59% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,040 | 1,869 | 0.06% | 0.06% | 139 | -153 | -2.13% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,900 | 1,832 | 0.03% | 0.03% | 140 | -400 | -5.48% | Q1 2026 | Apr 20, 2026 |
| Walleye Trading LLC | History | New | 6,600 | 1,752 | 0.0% | — | 141 | +6,600 | New | Q1 2026 | May 08, 2026 |
| Register Financial Advisors LLC | History | No change | 6,420 | 1,704 | 0.63% | 0.64% | 142 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 6,337 | 1,682 | 0.0% | — | 143 | +6,337 | New | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,155 | 1,634 | 0.0% | 0.0% | 144 | -204 | -3.21% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,139 | 1,629 | 0.0% | 0.0% | 145 | +6,015 | 4850.81% | Q1 2026 | May 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 5,978 | 1,587 | 0.0% | 0.0% | 146 | +643 | 12.05% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 5,898 | 1,565 | 0.01% | 0.0% | 147 | +3,496 | 145.55% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 6,009 | 1,532 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 5,716 | 1,517 | 0.02% | 0.02% | 149 | +4 | 0.07% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 5,591 | 1,484 | 0.0% | 0.0% | 150 | -29,952 | -84.27% | Q1 2026 | May 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 5,538 | 1,470 | 0.03% | 0.03% | 151 | -57 | -1.02% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 5,493 | 1,458 | 0.0% | 0.0% | 152 | +32 | 0.59% | Q1 2026 | May 08, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 5,490 | 1,457 | 0.0% | 0.0% | 153 | +66 | 1.22% | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,400 | 1,433 | 0.01% | 0.02% | 154 | -2,042 | -27.44% | Q1 2026 | May 08, 2026 |
| Atom Investors LP | History | New | 5,280 | 1,401 | 0.1% | — | 155 | +5,280 | New | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Reduced | 5,089 | 1,351 | 0.14% | 0.2% | 156 | -1,295 | -20.29% | Q1 2026 | May 15, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 5,080 | 1,348 | 0.36% | 0.35% | 157 | +82 | 1.64% | Q1 2026 | May 12, 2026 |
| Pasadena Private Wealth, LLC | History | No change | 4,829 | 1,282 | 0.18% | 0.17% | 158 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 4,778 | 1,268 | 0.0% | 0.0% | 159 | +263 | 5.83% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 4,770 | 1,266 | 0.01% | 0.01% | 160 | +478 | 11.14% | Q1 2026 | Apr 20, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,765 | 1,265 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,718 | 1,252 | 0.0% | 0.0% | 162 | +18 | 0.38% | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 4,900 | 1,249 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CSS LLC/IL | History | New | 4,500 | 1,194 | 0.06% | — | 164 | +4,500 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,465 | 1,186 | 0.01% | 0.01% | 165 | -181 | -3.9% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 4,430 | 1,176 | 0.01% | 0.01% | 166 | -36 | -0.81% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 4,232 | 1,123 | 0.01% | 0.01% | 167 | -20 | -0.47% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,197 | 1,114 | 0.01% | 0.01% | 168 | -128 | -2.96% | Q1 2026 | Apr 24, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 4,150 | 1,101 | 0.0% | — | 169 | +4,150 | New | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 4,065 | 1,079 | 0.0% | — | 170 | +4,065 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,057 | 1,077 | 0.01% | 0.01% | 171 | +168 | 4.32% | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,963 | 1,052 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,829 | 1,016 | 0.01% | 0.01% | 173 | -122 | -3.09% | Q1 2026 | May 01, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 3,724 | 985 | 0.0% | 0.0% | 174 | -104 | -2.72% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 3,658 | 973 | 0.0% | 0.0% | 175 | -150 | -3.94% | Q1 2026 | May 15, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 3,603 | 956 | 0.1% | 0.21% | 176 | -5,174 | -58.95% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 3,600 | 955 | 0.0% | 0.0% | 177 | +200 | 5.88% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,584 | 951 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 3,541 | 940 | 0.0% | 0.0% | 180 | -102 | -2.8% | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,542 | 940 | 0.01% | 0.01% | 179 | -69 | -1.91% | Q1 2026 | Apr 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,521 | 934 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 3,350 | 889 | 0.0% | 0.0% | 182 | +252 | 8.13% | Q1 2026 | May 26, 2026 |
| Amundi | History | Added to | 3,241 | 860 | 0.0% | 0.0% | 183 | +532 | 19.64% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | New | 3,217 | 854 | 0.0% | — | 184 | +3,217 | New | Q1 2026 | May 13, 2026 |
| Bridgewater Associates, LP | History | New | 3,214 | 853 | 0.0% | — | 185 | +3,214 | New | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | Added to | 3,160 | 839 | 0.15% | 0.14% | 186 | +97 | 3.17% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Reduced | 3,100 | 823 | 0.05% | 0.06% | 187 | -400 | -11.43% | Q1 2026 | Apr 23, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,983 | 792 | 0.0% | 0.0% | 188 | -1,515 | -33.68% | Q1 2026 | Apr 16, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 2,968 | 788 | 0.75% | — | 189 | +2,968 | New | Q1 2026 | May 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 2,937 | 779 | 0.05% | 0.06% | 190 | -1,929 | -39.64% | Q1 2026 | May 08, 2026 |
| SteelPeak Wealth, LLC | History | New | 2,891 | 767 | 0.02% | — | 191 | +2,891 | New | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 2,749 | 729 | 0.0% | 0.0% | 192 | -236 | -7.91% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 2,645 | 702 | 0.0% | 0.01% | 193 | -6,114 | -69.8% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 2,609 | 692 | 0.0% | 0.0% | 194 | +236 | 9.95% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 2,539 | 676 | 0.0% | 0.0% | 195 | +282 | 12.49% | Q1 2026 | Apr 30, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 2,541 | 674 | 0.0% | 0.0% | 196 | +196 | 8.36% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 2,455 | 651 | 0.0% | 0.0% | 197 | -75 | -2.96% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,444 | 648 | 0.0% | 0.0% | 198 | -705 | -22.39% | Q1 2026 | Apr 24, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 2,404 | 638 | 0.02% | 0.01% | 199 | +976 | 68.35% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 2,326 | 617 | 0.02% | — | 200 | +2,326 | New | Q1 2026 | Apr 29, 2026 |
| Aquatic Capital Management LLC | History | New | 2,319 | 615 | 0.02% | — | 201 | +2,319 | New | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 2,291 | 608 | 0.11% | 0.03% | 202 | +1,753 | 325.84% | Q1 2026 | May 11, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 2,254 | 598 | 0.01% | 0.01% | 203 | -93 | -3.96% | Q1 2026 | May 04, 2026 |
| INCEPTIONR LLC | History | Reduced | 2,193 | 582 | 0.14% | 0.18% | 204 | -418 | -16.01% | Q1 2026 | May 14, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 2,409 | 565 | 0.13% | — | 205 | +2,409 | New | Q1 2026 | May 08, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 2,080 | 552 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,030 | 539 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 2,011 | 533 | 0.01% | 0.01% | 208 | +3 | 0.15% | Q1 2026 | Apr 10, 2026 |
| AlphaQuest LLC | History | No change | 2,065 | 526 | 0.03% | 0.03% | 209 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 1,979 | 525 | 0.02% | 0.02% | 210 | -37 | -1.84% | Q1 2026 | May 12, 2026 |
| FIL Ltd | History | Reduced | 1,970 | 523 | 0.0% | 0.0% | 211 | -2,689 | -57.72% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 1,933 | 513 | 0.04% | 0.04% | 212 | +115 | 6.33% | Q1 2026 | Apr 23, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 1,883 | 499 | 0.0% | 0.0% | 213 | +656 | 53.46% | Q1 2026 | May 14, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,825 | 484 | 0.01% | 0.01% | 214 | +103 | 5.98% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,761 | 479 | 0.0% | 0.0% | 215 | +1,660 | 1643.56% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,795 | 476 | 0.0% | 0.0% | 216 | -15 | -0.83% | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 1,772 | 470 | 0.01% | 0.0% | 217 | -52 | -2.85% | Q1 2026 | May 07, 2026 |
| Gateway Wealth Partners, LLC | History | New | 1,760 | 467 | 0.02% | — | 218 | +1,760 | New | Q1 2026 | May 15, 2026 |
| Severin Investments, LLC | History | Reduced | 1,741 | 462 | 0.4% | 0.44% | 219 | -199 | -10.26% | Q1 2026 | Apr 24, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 1,700 | 451 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 1,697 | 450 | 0.01% | 0.01% | 221 | +336 | 24.69% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,683 | 446 | 0.0% | 0.0% | 222 | +703 | 71.73% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,661 | 441 | 0.01% | 0.01% | 223 | +8 | 0.48% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,637 | 434 | 0.0% | 0.0% | 224 | -22 | -1.33% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,685 | 429 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,614 | 428 | 0.06% | 0.06% | 226 | +118 | 7.89% | Q1 2026 | Apr 30, 2026 |
| M&T BANK CORP | History | Reduced | 1,609 | 427 | 0.0% | 0.0% | 227 | -7 | -0.43% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,605 | 426 | 0.01% | 0.01% | 228 | +130 | 8.81% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,568 | 416 | 0.0% | — | 229 | +1,568 | New | Q1 2026 | May 12, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 1,497 | 396 | 0.03% | 0.05% | 230 | -1,813 | -54.77% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 1,490 | 395 | 0.0% | 0.0% | 231 | +208 | 16.22% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,466 | 389 | 0.0% | 0.0% | 232 | -455 | -23.69% | Q1 2026 | May 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 1,451 | 385 | 0.02% | 0.04% | 233 | -1,099 | -43.1% | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,375 | 365 | 0.01% | 0.01% | 234 | +420 | 43.98% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 1,375 | 365 | 0.0% | 0.0% | 235 | +25 | 1.85% | Q1 2026 | May 15, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 1,368 | 363 | 0.02% | 0.01% | 236 | +314 | 29.79% | Q1 2026 | May 08, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Reduced | 1,346 | 357 | 0.07% | 0.07% | 237 | -3 | -0.22% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,319 | 350 | 0.0% | 0.0% | 239 | -75 | -5.38% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,319 | 350 | 0.0% | 0.0% | 238 | -24 | -1.79% | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,287 | 341 | 0.01% | 0.01% | 240 | -53 | -3.96% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Added to | 1,279 | 339 | 0.01% | 0.01% | 241 | +32 | 2.57% | Q1 2026 | Apr 27, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,276 | 338 | 0.0% | 0.0% | 242 | -247 | -16.22% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 1,264 | 335 | 0.04% | — | 243 | +1,264 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 1,255 | 333 | 0.0% | 0.0% | 244 | +383 | 43.92% | Q1 2026 | May 14, 2026 |
| Round Rock Advisors LLC | History | Added to | 1,243 | 330 | 0.05% | 0.05% | 245 | +30 | 2.47% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 1,207 | 320 | 0.0% | 0.0% | 246 | +172 | 16.62% | Q1 2026 | May 05, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 1,200 | 317 | 0.01% | 0.02% | 247 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 1,174 | 311 | 0.0% | 0.0% | 248 | +165 | 16.35% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | New | 1,151 | 305 | 0.0% | — | 250 | +1,151 | New | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Reduced | 1,151 | 305 | 0.01% | 0.01% | 249 | -369 | -24.28% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 1,057 | 303 | 0.01% | 0.01% | 251 | -378 | -26.34% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,143 | 301 | 0.0% | 0.0% | 252 | +784 | 218.38% | Q1 2026 | Apr 07, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,121 | 297 | 0.0% | 0.0% | 253 | +75 | 7.17% | Q1 2026 | May 13, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 1,118 | 296 | 0.06% | 0.08% | 254 | -171 | -13.27% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Added to | 1,113 | 295 | 0.06% | 0.06% | 255 | +39 | 3.63% | Q1 2026 | Apr 28, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 1,111 | 294 | 0.08% | — | 256 | +1,111 | New | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 1,085 | 288 | 0.0% | — | 258 | +1,085 | New | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 1,087 | 288 | 0.01% | 0.01% | 257 | -637 | -36.95% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,073 | 284 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | New | 1,059 | 281 | 0.0% | — | 260 | +1,059 | New | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,045 | 277 | 0.0% | 0.0% | 261 | +68 | 6.96% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 1,073 | 273 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DnB Asset Management AS | History | New | 1,028 | 272 | 0.0% | — | 263 | +1,028 | New | Q1 2026 | May 14, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 982 | 260 | 0.12% | 0.12% | 264 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 977 | 259 | 0.0% | 0.0% | 265 | -306 | -23.85% | Q1 2026 | May 20, 2026 |
| Alessandra Capital Management, LLC | History | Reduced | 965 | 256 | 0.22% | 0.29% | 266 | -294 | -23.35% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 961 | 255 | 0.01% | 0.01% | 267 | +73 | 8.22% | Q1 2026 | Apr 21, 2026 |
| Avanza Fonder AB | History | Added to | 960 | 254 | 0.01% | 0.01% | 268 | +11 | 1.16% | Q1 2026 | Apr 15, 2026 |
| Csenge Advisory Group | History | Added to | 948 | 251 | 0.01% | 0.01% | 269 | +82 | 9.47% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 936 | 248 | 0.0% | 0.0% | 270 | +16 | 1.74% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 933 | 247 | 0.0% | 0.0% | 272 | +192 | 25.91% | Q1 2026 | May 06, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | No change | 934 | 247 | 0.07% | 0.06% | 271 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| BankChampaign, National Association | History | Reduced | 923 | 245 | 0.24% | 0.24% | 273 | -15 | -1.6% | Q1 2026 | May 21, 2026 |
| &PARTNERS | History | New | 901 | 242 | 0.0% | — | 274 | +901 | New | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 889 | 236 | 0.03% | 0.03% | 275 | -69 | -7.2% | Q1 2026 | May 13, 2026 |
| Sowell Financial Services LLC | History | Added to | 877 | 232 | 0.01% | 0.01% | 276 | +6 | 0.69% | Q1 2026 | Apr 20, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 854 | 226 | 0.0% | — | 277 | +854 | New | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 833 | 221 | 0.0% | 0.01% | 278 | -132 | -13.68% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | Reduced | 830 | 220 | 0.01% | 0.02% | 279 | -1,568 | -65.39% | Q1 2026 | May 12, 2026 |
| Massar Capital Management, LP | History | New | 825 | 219 | 0.02% | — | 280 | +825 | New | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 841 | 214 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| STRS OHIO | History | No change | 800 | 212 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | New | 797 | 211 | 0.1% | — | 283 | +797 | New | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 791 | 210 | 0.02% | 0.02% | 284 | +126 | 18.95% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 815 | 207 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 777 | 206 | 0.02% | — | 286 | +777 | New | Q1 2026 | Apr 08, 2026 |
| Themes Management Co LLC | History | New | 773 | 205 | 0.13% | — | 287 | +773 | New | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 769 | 204 | 0.0% | — | 289 | +769 | New | Q1 2026 | May 11, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 769 | 204 | 0.0% | 0.0% | 288 | -113 | -12.81% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 742 | 197 | 0.01% | 0.01% | 290 | -8 | -1.07% | Q1 2026 | May 11, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 700 | 186 | 0.02% | 0.02% | 291 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 649 | 172 | 0.0% | 0.0% | 292 | +19 | 3.02% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 541 | 144 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | Added to | 511 | 135 | 0.0% | 0.0% | 294 | +1 | 0.2% | Q1 2026 | Apr 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 500 | 132 | 0.0% | 0.0% | 295 | -169 | -25.26% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,625 | 127 | 0.0% | 0.0% | 296 | +9,117 | 1794.69% | Q1 2026 | Apr 08, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 415 | 110 | 0.02% | 0.02% | 297 | -54 | -11.51% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 400 | 106 | 0.0% | 0.0% | 298 | -173 | -30.19% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 349 | 92 | 0.0% | 0.0% | 299 | +19 | 5.76% | Q1 2026 | Apr 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 320 | 84 | 0.01% | 0.01% | 300 | +37 | 13.07% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 280 | 74 | 0.0% | 0.0% | 301 | +6 | 2.19% | Q1 2026 | Apr 30, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | No change | 233 | 61 | 0.01% | 0.01% | 302 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 225 | 60 | 0.0% | 0.0% | 303 | +130 | 136.84% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 197 | 52 | 0.0% | 0.0% | 304 | +63 | 47.01% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 182 | 48 | 0.01% | 0.01% | 305 | +12 | 7.06% | Q1 2026 | May 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 171 | 45 | 0.03% | 0.01% | 306 | +2 | 1.18% | Q1 2026 | May 01, 2026 |
| FIRST HORIZON CORP | History | Reduced | 167 | 44 | 0.0% | 0.0% | 307 | -10 | -5.65% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 146 | 38 | 0.0% | 0.0% | 308 | -6 | -3.95% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 136 | 36 | 0.0% | 0.0% | 309 | +26 | 23.64% | Q1 2026 | Apr 27, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 130 | 34 | 0.0% | 0.0% | 310 | -1,680 | -92.82% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 128 | 33 | 0.0% | 0.0% | 311 | +31 | 31.96% | Q1 2026 | May 15, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 127 | 33 | 0.02% | 0.02% | 312 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 120 | 31 | 0.0% | 0.03% | 313 | -3,402 | -96.59% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 115 | 30 | 0.0% | — | 314 | +115 | New | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 102 | 27 | 0.0% | 0.0% | 315 | -5 | -4.67% | Q1 2026 | Apr 22, 2026 |
| GROUP ONE TRADING LLC | History | New | 100 | 26 | 0.0% | — | 316 | +100 | New | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 92 | 24 | 0.0% | 0.0% | 318 | -197 | -68.17% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 91 | 24 | 0.0% | 0.0% | 317 | -32 | -26.02% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Added to | 89 | 23 | 0.0% | 0.0% | 320 | +10 | 12.66% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | No change | 90 | 23 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 84 | 22 | 0.01% | 0.01% | 321 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Added to | 76 | 20 | 0.0% | 0.0% | 322 | +1 | 1.33% | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | No change | 78 | 20 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 72 | 19 | 0.01% | 0.01% | 324 | -6 | -7.69% | Q1 2026 | May 13, 2026 |
| Clark Wealth Partners | History | New | 69 | 18 | 0.01% | — | 327 | +69 | New | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 69 | 18 | 0.0% | 0.0% | 326 | +13 | 23.21% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 69 | 18 | 0.0% | 0.0% | 325 | -7 | -9.21% | Q1 2026 | Apr 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 63 | 17 | 0.0% | 0.0% | 328 | +22 | 53.66% | Q1 2026 | Apr 28, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 58 | 15 | 0.0% | — | 329 | +58 | New | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 52 | 13 | 0.0% | 0.0% | 330 | +3 | 6.12% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 45 | 11 | 0.0% | — | 331 | +44 | 4400.0% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 38 | 10 | 0.0% | 0.0% | 332 | +6 | 18.75% | Q1 2026 | May 07, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 40 | 10 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Accent Capital Management, LLC | History | No change | 38 | 10 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WPG Advisers, LLC | History | Reduced | 37 | 9 | 0.01% | 0.01% | 336 | -5 | -11.9% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Reduced | 34 | 9 | 0.0% | 0.0% | 335 | -4 | -10.53% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 33 | 8 | 0.0% | 0.0% | 339 | +4 | 13.79% | Q1 2026 | Jun 02, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 32 | 8 | 0.0% | 0.0% | 344 | -2 | -5.88% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 31 | 8 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 33 | 8 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 33 | 8 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Versant Capital Management, Inc | History | No change | 33 | 8 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 31 | 8 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 34 | 8 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Elequin Capital, LP | History | Reduced | 28 | 7 | 0.0% | 0.0% | 345 | -42 | -60.0% | Q1 2026 | May 11, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 30 | 7 | 0.0% | — | 346 | +30 | New | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 23 | 6 | 0.0% | 0.0% | 347 | +13 | 130.0% | Q1 2026 | Apr 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 25 | 6 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | New | 18 | 4 | 0.0% | — | 351 | +18 | New | Q1 2026 | Apr 29, 2026 |
| Cornerstone Planning Group LLC | History | No change | 18 | 4 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | No change | 18 | 4 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Park Square Financial Group, LLC | History | Reduced | 13 | 3 | 0.02% | 0.06% | 353 | -47 | -78.33% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | Reduced | 8 | 2 | 0.0% | 0.0% | 357 | -6 | -42.86% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 11 | 2 | 0.0% | 0.0% | 358 | +6 | 120.0% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 11 | 2 | 0.0% | 0.0% | 355 | +2 | 22.22% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 9 | 2 | 0.0% | 0.0% | 356 | -1 | -10.0% | Q1 2026 | Apr 23, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 11 | 2 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aventura Private Wealth, LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 7 | 1 | 0.0% | 0.0% | 360 | -17 | -70.83% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 6 | 1 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4 | 1 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bare Financial Services, Inc | History | No change | 6 | 1 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | No change | 5 | 1 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Informed Momentum Co LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -15,075 | -100.0% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,738 | -100.0% | Q1 2026 | May 07, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,430 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,500 | -100.0% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,858 | -100.0% | Q1 2026 | May 15, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | Closed out | 0 | 0 | — | 0.28% | — | -4,200 | -100.0% | Q1 2026 | May 01, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -3,786 | -100.0% | Q1 2026 | May 18, 2026 |
| OPPENHEIMER & CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,270 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Odyssean, LLC | History | Closed out | 0 | 0 | — | 0.5% | — | -2,746 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,501 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -1,026 | -100.0% | Q1 2026 | May 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,010 | -100.0% | Q1 2026 | May 13, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -926 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -914 | -100.0% | Q1 2026 | May 13, 2026 |
| Hutchens & Kramer Investment Management Group, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -877 | -100.0% | Q1 2026 | Apr 15, 2026 |
| USA FINANCIAL FORMULAS | History | Closed out | 0 | 0 | — | 0.01% | — | -159 | -100.0% | Q1 2026 | Apr 14, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| CGC Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -100 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -49 | -100.0% | Q1 2026 | May 14, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 09, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 04, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 19, 2026 |
| Avion Wealth | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 01, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | Apr 23, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 29, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 21, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 17, 2026 |
| Prestige Wealth Management Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| Retirement Wealth Solutions LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |