Paycom Software, Inc. - PAYC
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 | 5,589,389 | 890,725 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 6,041,109 | 734,236 | 0.01% | 0.01% | 2 | +2,111,515 | 53.73% | Q1 2026 | May 13, 2026 |
| HARRIS ASSOCIATES L P | History | Added to | 3,257,774 | 395,949 | 0.53% | 0.65% | 3 | +48,015 | 1.5% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,390,904 | 290,590 | 0.02% | — | 4 | +2,390,904 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,103,146 | 255,616 | 0.01% | — | 5 | +2,103,146 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,747,666 | 212,411 | 0.17% | 0.07% | 6 | +1,453,710 | 494.53% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,726,949 | 209,893 | 0.01% | 0.01% | 7 | -438,597 | -20.25% | Q1 2026 | May 15, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 1,537,278 | 186,840 | 0.19% | 0.22% | 8 | -101,616 | -6.2% | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,322,853 | 160,805 | 0.01% | 0.02% | 9 | -337,794 | -20.34% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1,197,336 | 145,524 | 0.01% | 0.01% | 10 | -467,831 | -28.1% | Q1 2026 | May 15, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 1,015,715 | 123,451 | 3.55% | 2.86% | 11 | +417,392 | 69.76% | Q1 2026 | Apr 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 881,881 | 107,183 | 0.08% | 0.19% | 12 | -783,648 | -47.05% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 819,986 | 99,661 | 0.01% | 0.01% | 13 | +93,177 | 12.82% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 812,428 | 98,742 | 0.01% | 0.01% | 14 | +259,712 | 46.99% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 810,394 | 98,495 | 0.11% | 0.11% | 15 | +198,825 | 32.51% | Q1 2026 | May 14, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Reduced | 769,647 | 87,424 | 0.88% | 1.11% | 16 | -91,865 | -10.66% | Q1 2026 | Apr 13, 2026 |
| SYLEBRA CAPITAL LLC | History | Reduced | 689,045 | 83,746 | 10.82% | 13.5% | 17 | -287,711 | -29.46% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 657,119 | 79,866 | 0.14% | 0.16% | 18 | +53,029 | 8.78% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 637,387 | 77,468 | 0.01% | 0.01% | 19 | +195,430 | 44.22% | Q1 2026 | May 05, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 609,119 | 74,032 | 0.12% | 0.17% | 20 | -15,252 | -2.44% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 580,033 | 70,497 | 0.01% | 0.01% | 21 | +306,637 | 112.16% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 575,366 | 69,929 | 0.03% | 0.02% | 22 | +317,919 | 123.49% | Q1 2026 | May 15, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 564,342 | 68,590 | 0.26% | 0.12% | 23 | +365,684 | 184.08% | Q1 2026 | May 15, 2026 |
| River Road Asset Management, LLC | History | Added to | 539,223 | 65,537 | 0.74% | 0.69% | 24 | +146,820 | 37.42% | Q1 2026 | Apr 30, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 538,376 | 65,434 | 0.01% | 0.02% | 25 | +49,460 | 10.12% | Q1 2026 | May 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 536,925 | 65,257 | 0.01% | 0.01% | 26 | -2,406 | -0.45% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 407,747 | 49,557 | 0.77% | 0.76% | 27 | +88,456 | 27.7% | Q1 2026 | Apr 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 396,657 | 48,209 | 0.01% | 0.01% | 28 | +48,666 | 13.98% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Added to | 345,954 | 42,047 | 0.35% | 0.38% | 29 | +33,537 | 10.73% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 258,500 | 41,194 | 0.08% | 0.08% | 30 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 337,237 | 40,987 | 0.01% | 0.01% | 31 | -18,691 | -5.25% | Q1 2026 | May 05, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 332,930 | 40,464 | 0.16% | 0.04% | 32 | +257,639 | 342.19% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 332,176 | 40,372 | 0.01% | 0.01% | 33 | -203,807 | -38.02% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 313,021 | 38,044 | 0.0% | 0.0% | 34 | +267,305 | 584.71% | Q1 2026 | May 12, 2026 |
| Sather Financial Group Inc | History | Added to | 310,729 | 37,766 | 2.32% | 2.3% | 35 | +42,699 | 15.93% | Q1 2026 | Apr 29, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 305,253 | 37,100 | 0.01% | — | 36 | +305,253 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Reduced | 275,365 | 33,467 | 0.06% | 0.09% | 37 | -1,638 | -0.59% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 269,884 | 32,801 | 0.03% | 0.02% | 38 | +159,291 | 144.03% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 240,463 | 30,429 | 0.01% | 0.02% | 39 | +37,821 | 18.66% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 243,762 | 29,626 | 0.02% | 0.01% | 40 | +181,346 | 290.54% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Added to | 237,404 | 28,853 | 0.07% | 0.02% | 41 | +205,497 | 644.05% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 172,744 | 27,528 | 0.01% | 0.01% | 42 | +33,557 | 24.11% | Q1 2026 | May 15, 2026 |
| Marathon Asset Management Ltd | History | Added to | 223,315 | 27,141 | 1.04% | 1.26% | 43 | +18,145 | 8.84% | Q1 2026 | Apr 24, 2026 |
| Fundsmith LLP | History | Reduced | 219,457 | 26,672 | 0.21% | 0.49% | 44 | -303,976 | -58.07% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 215,550 | 26,197 | 0.01% | 0.03% | 45 | -84,560 | -28.18% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 215,400 | 26,179 | 0.03% | 0.02% | 46 | +85,996 | 66.46% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 205,733 | 25,004 | 0.01% | 0.01% | 47 | +64,633 | 45.81% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 196,687 | 23,905 | 0.01% | 0.01% | 48 | -18,743 | -8.7% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 183,874 | 22,348 | 0.0% | 0.04% | 49 | -1,375,808 | -88.21% | Q1 2026 | May 12, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 183,231 | 22,269 | 0.63% | — | 50 | +183,231 | New | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Added to | 183,184 | 22,264 | 0.16% | 0.13% | 51 | +93,870 | 105.1% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 174,808 | 21,246 | 0.07% | 0.0% | 52 | +168,697 | 2760.55% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 173,481 | 21,084 | 0.0% | 0.01% | 53 | -5,378 | -3.01% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 168,593 | 20,490 | 0.0% | 0.0% | 54 | -32,415 | -16.13% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 154,581 | 18,787 | 0.0% | 0.01% | 55 | -117,987 | -43.29% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 153,306 | 18,632 | 0.02% | 0.02% | 56 | +15,746 | 11.45% | Q1 2026 | May 12, 2026 |
| Ninety One UK Ltd | History | Added to | 146,521 | 17,808 | 0.04% | 0.04% | 57 | +42,868 | 41.36% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 145,121 | 17,638 | 0.02% | 0.0% | 58 | +136,221 | 1530.57% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 138,461 | 16,828 | 0.0% | 0.01% | 59 | -118,506 | -46.12% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 124,711 | 15,155 | 0.0% | 0.0% | 60 | +63,876 | 105.0% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Reduced | 122,814 | 14,926 | 0.06% | 0.2% | 61 | -195,702 | -61.44% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 114,671 | 13,871 | 0.0% | 0.0% | 62 | -161,252 | -58.44% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 111,845 | 13,593 | 0.01% | 0.01% | 63 | +22,697 | 25.46% | Q1 2026 | May 11, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 107,930 | 13,117 | 0.04% | — | 64 | +107,930 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 107,633 | 13,081 | 0.0% | 0.01% | 65 | -119,550 | -52.62% | Q1 2026 | May 04, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 104,486 | 12,699 | 1.8% | 1.91% | 66 | -41,462 | -28.41% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 104,010 | 12,641 | 0.02% | 0.02% | 67 | +34,415 | 49.45% | Q1 2026 | May 15, 2026 |
| Aware Super Pty Ltd as trustee of Aware Super | History | New | 100,422 | 12,205 | 0.18% | — | 68 | +100,422 | New | Q1 2026 | May 05, 2026 |
| PDT Partners, LLC | History | New | 100,222 | 12,180 | 0.72% | — | 69 | +100,222 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Reduced | 97,700 | 11,874 | 0.01% | 0.01% | 70 | -34,500 | -26.1% | Q1 2026 | May 07, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 71,600 | 11,410 | 0.07% | 0.07% | 71 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 87,032 | 10,577 | 0.0% | 0.0% | 72 | +64,283 | 282.58% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 86,431 | 10,504 | 0.0% | 0.0% | 73 | -24,099 | -21.8% | Q1 2026 | Apr 30, 2026 |
| AMIRAL GESTION | History | Reduced | 84,206 | 10,234 | 5.69% | 6.83% | 74 | -32,282 | -27.71% | Q1 2026 | Apr 20, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 80,057 | 9,730 | 0.08% | 0.07% | 75 | +25,275 | 46.14% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Added to | 79,900 | 9,711 | 0.13% | 0.05% | 76 | +52,552 | 192.16% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 77,785 | 9,453 | 0.02% | 0.05% | 77 | -51,323 | -39.75% | Q1 2026 | May 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 75,568 | 9,184 | 0.02% | 0.01% | 78 | +35,258 | 87.47% | Q1 2026 | May 14, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 56,300 | 8,890 | 0.27% | 0.27% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Amundi | History | Reduced | 72,925 | 8,863 | 0.0% | 0.0% | 80 | -40,180 | -35.52% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 71,320 | 8,668 | 0.01% | 0.01% | 81 | -56,535 | -44.22% | Q1 2026 | May 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 71,158 | 8,648 | 0.01% | 0.01% | 82 | -2,615 | -3.54% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 69,684 | 8,469 | 0.02% | 0.01% | 83 | +33,841 | 94.41% | Q1 2026 | May 13, 2026 |
| Baader Bank Aktiengesellschaft | History | Reduced | 69,500 | 8,447 | 0.66% | 0.76% | 84 | -12 | -0.02% | Q1 2026 | May 08, 2026 |
| DILLON & ASSOCIATES INC | History | Reduced | 68,391 | 8,344 | 1.15% | 1.46% | 85 | -2,790 | -3.92% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Added to | 67,776 | 8,237 | 0.03% | 0.03% | 86 | +20,715 | 44.02% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 65,059 | 7,907 | 0.0% | 0.0% | 87 | +9,555 | 17.21% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 63,226 | 7,684 | 0.01% | 0.01% | 88 | -7,747 | -10.92% | Q1 2026 | May 08, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Reduced | 62,754 | 7,627 | 0.33% | 0.4% | 89 | -113 | -0.18% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 62,666 | 7,616 | 0.01% | 0.02% | 90 | -15,376 | -19.7% | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 62,573 | 7,605 | 0.2% | 0.34% | 91 | -19,654 | -23.9% | Q1 2026 | May 01, 2026 |
| Jain Global LLC | History | New | 62,500 | 7,596 | 0.03% | — | 92 | +62,500 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 62,438 | 7,588 | 0.0% | 0.0% | 93 | -68,145 | -52.19% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 60,924 | 7,404 | 0.01% | 0.0% | 94 | +46,875 | 333.65% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 60,362 | 7,336 | 0.0% | 0.0% | 95 | -6,780 | -10.1% | Q1 2026 | May 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 60,042 | 7,297 | 0.01% | 0.01% | 96 | -31,164 | -34.17% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 59,082 | 7,180 | 0.02% | 0.01% | 97 | +36,295 | 159.28% | Q1 2026 | May 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 58,523 | 7,112 | 0.01% | 0.08% | 98 | -282,763 | -82.85% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 57,053 | 6,934 | 0.0% | 0.0% | 99 | -104,059 | -64.59% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 56,600 | 6,879 | 0.01% | 0.01% | 100 | +28,900 | 104.33% | Q1 2026 | May 15, 2026 |
| Ruffer LLP | History | Added to | 55,224 | 6,731 | 0.28% | 0.14% | 101 | +35,640 | 181.99% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 55,348 | 6,726 | 0.01% | 0.01% | 102 | -4,416 | -7.39% | Q1 2026 | May 12, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Added to | 55,216 | 6,710 | 0.51% | 0.48% | 103 | +13,835 | 33.43% | Q1 2026 | Apr 28, 2026 |
| Baird Financial Group, Inc. | History | Added to | 55,006 | 6,685 | 0.01% | 0.01% | 104 | +5,084 | 10.18% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 52,775 | 6,414 | 0.08% | 0.03% | 105 | +34,745 | 192.71% | Q1 2026 | May 15, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | Reduced | 52,180 | 6,342 | 0.02% | 0.02% | 106 | -1 | -0.0% | Q1 2026 | Apr 28, 2026 |
| Quantbot Technologies LP | History | Added to | 50,487 | 6,136 | 0.25% | 0.07% | 107 | +37,507 | 288.96% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 47,525 | 5,776 | 0.0% | 0.0% | 108 | -6,844 | -12.59% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 47,338 | 5,753 | 0.01% | 0.01% | 109 | +298 | 0.63% | Q1 2026 | Apr 27, 2026 |
| NORGES BANK | History | No change | 36,078 | 5,749 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 46,435 | 5,644 | 0.0% | 0.0% | 111 | -25,660 | -35.59% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 45,707 | 5,555 | 0.01% | 0.01% | 112 | -3,135 | -6.42% | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 45,450 | 5,523 | 0.0% | 0.0% | 113 | +3,208 | 7.59% | Q1 2026 | May 15, 2026 |
| Lafayette Investments, Inc. | History | Added to | 45,308 | 5,506 | 1.11% | 0.99% | 114 | +12,565 | 38.37% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 44,700 | 5,432 | 0.0% | — | 115 | +44,700 | New | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 43,860 | 5,330 | 0.01% | 0.0% | 116 | +20,441 | 87.28% | Q1 2026 | May 13, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 43,626 | 5,302 | 0.13% | 0.22% | 117 | -10,429 | -19.29% | Q1 2026 | May 15, 2026 |
| Sovereign's Capital Management, LLC | History | Added to | 43,597 | 5,299 | 3.9% | 2.49% | 118 | +17,811 | 69.07% | Q1 2026 | May 15, 2026 |
| FORSTA AP-FONDEN | History | No change | 32,900 | 5,242 | 0.03% | 0.03% | 119 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 42,595 | 5,176 | 0.02% | — | 120 | +42,595 | New | Q1 2026 | May 14, 2026 |
| Vest Financial, LLC | History | Reduced | 42,373 | 5,150 | 0.06% | 0.33% | 121 | -120,639 | -74.01% | Q1 2026 | Apr 23, 2026 |
| Walleye Trading LLC | History | Added to | 41,194 | 5,006 | 0.01% | 0.01% | 122 | +4,621 | 12.64% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 31,212 | 4,973 | 0.02% | 0.02% | 123 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 40,066 | 4,869 | 0.21% | 0.26% | 124 | +1,350 | 3.49% | Q1 2026 | May 08, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 39,025 | 4,743 | 0.01% | 0.02% | 125 | +1,588 | 4.24% | Q1 2026 | May 14, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 37,919 | 4,608 | 0.51% | 0.64% | 126 | +1,624 | 4.47% | Q1 2026 | Apr 22, 2026 |
| Walleye Capital LLC | History | Added to | 36,331 | 4,415 | 0.02% | 0.0% | 127 | +26,934 | 286.62% | Q1 2026 | May 13, 2026 |
| Weiss Asset Management LP | History | New | 36,176 | 4,396 | 0.07% | — | 128 | +36,176 | New | Q1 2026 | May 15, 2026 |
| Berkeley, Inc | History | Reduced | 34,081 | 4,142 | 1.39% | 2.07% | 129 | -6,713 | -16.46% | Q1 2026 | Apr 24, 2026 |
| Point72 Asset Management, L.P. | History | New | 33,900 | 4,120 | 0.01% | — | 130 | +33,900 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 33,354 | 4,053 | 0.07% | — | 131 | +33,354 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 32,713 | 3,976 | 0.01% | 0.0% | 132 | +29,270 | 850.13% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 32,476 | 3,947 | 0.0% | 0.01% | 133 | -67,163 | -67.41% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 32,318 | 3,927 | 0.0% | 0.0% | 134 | -3,641 | -10.13% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 32,200 | 3,913 | 0.0% | 0.0% | 135 | -7,784 | -19.47% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 31,526 | 3,831 | 0.01% | 0.01% | 136 | +4,400 | 16.22% | Q1 2026 | May 15, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 30,831 | 3,747 | 0.03% | 1.25% | 137 | -1,804,197 | -98.32% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 26,545 | 3,226 | 0.01% | 0.0% | 138 | +23,822 | 874.84% | Q1 2026 | May 01, 2026 |
| Greenline Partners, LLC | History | No change | 26,422 | 3,211 | 0.35% | 0.48% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Oak Thistle LLC | History | New | 26,256 | 3,191 | 0.31% | — | 140 | +26,256 | New | Q1 2026 | Apr 10, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 26,169 | 3,180 | 0.04% | 0.07% | 141 | -3,247 | -11.04% | Q1 2026 | May 12, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 25,240 | 3,067 | 0.01% | 0.0% | 142 | +19,775 | 361.85% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 25,229 | 3,066 | 0.25% | 0.15% | 143 | +13,238 | 110.4% | Q1 2026 | Apr 28, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 25,147 | 3,056 | 0.0% | 0.01% | 144 | -3,000 | -10.66% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, LLC | History | Added to | 25,118 | 3,052 | 0.2% | 0.25% | 145 | +27 | 0.11% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 18,487 | 2,945 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 24,211 | 2,942 | 0.01% | 0.01% | 147 | -2,493 | -9.34% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 24,121 | 2,931 | 0.03% | 0.01% | 148 | +19,263 | 396.52% | Q1 2026 | Apr 20, 2026 |
| Vanguard Global Advisers, LLC | History | New | 24,053 | 2,923 | 0.0% | — | 149 | +24,053 | New | Q1 2026 | May 08, 2026 |
| Swedbank AB | History | Reduced | 23,800 | 2,892 | 0.0% | 0.01% | 150 | -43,224 | -64.49% | Q1 2026 | Apr 29, 2026 |
| Holocene Advisors, LP | History | New | 23,653 | 2,874 | 0.01% | — | 151 | +23,653 | New | Q1 2026 | May 15, 2026 |
| Willis Investment Counsel | History | Added to | 23,529 | 2,859 | 0.16% | 0.18% | 152 | +1,429 | 6.47% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 23,492 | 2,855 | 0.01% | 0.01% | 153 | +3,244 | 16.02% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | Reduced | 23,408 | 2,845 | 0.01% | 0.02% | 154 | -42,161 | -64.3% | Q1 2026 | May 07, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 23,200 | 2,819 | 0.0% | 0.0% | 155 | +19,110 | 467.24% | Q1 2026 | May 18, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 22,951 | 2,789 | 0.01% | 0.0% | 156 | +14,644 | 176.29% | Q1 2026 | May 14, 2026 |
| SORA INVESTORS LLC | History | New | 22,713 | 2,760 | 0.25% | — | 157 | +22,713 | New | Q1 2026 | May 15, 2026 |
| APG Asset Management N.V. | History | Reduced | 25,976 | 2,740 | 0.01% | 0.01% | 158 | -1,543 | -5.61% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 22,523 | 2,737 | 0.05% | 0.04% | 159 | +12,317 | 120.68% | Q1 2026 | Apr 27, 2026 |
| J. Goldman & Co LP | History | No change | 22,300 | 2,710 | 0.08% | 0.09% | 160 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RV Capital AG | History | Added to | 21,395 | 2,676 | 0.7% | 0.46% | 161 | +9,000 | 72.61% | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 21,700 | 2,637 | 0.05% | 0.01% | 162 | +19,200 | 768.0% | Q1 2026 | Apr 20, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 21,205 | 2,577 | 0.08% | 0.06% | 163 | +10,083 | 90.66% | Q1 2026 | May 14, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 21,157 | 2,571 | 0.06% | — | 164 | +21,157 | New | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 21,139 | 2,569 | 0.01% | 0.01% | 165 | +11,161 | 111.86% | Q1 2026 | Apr 30, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 20,896 | 2,564 | 0.01% | 0.01% | 166 | -1,985 | -8.68% | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | Added to | 20,833 | 2,532 | 0.02% | 0.01% | 167 | +17,826 | 592.82% | Q1 2026 | May 14, 2026 |
| Intrinsic Value Partners, LLC | History | Added to | 20,720 | 2,518 | 1.94% | 1.73% | 168 | +6,270 | 43.39% | Q1 2026 | Apr 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 20,701 | 2,516 | 0.14% | 0.29% | 169 | -17,692 | -46.08% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 20,632 | 2,507 | 0.03% | 0.15% | 170 | -54,438 | -72.52% | Q1 2026 | Apr 23, 2026 |
| Avory & Company, LLC | History | Reduced | 19,762 | 2,401 | 3.11% | 4.09% | 171 | -20,369 | -50.76% | Q1 2026 | Apr 29, 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | History | Added to | 19,305 | 2,346 | 0.28% | 0.25% | 172 | +5,852 | 43.5% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 18,922 | 2,300 | 0.0% | — | 173 | +18,922 | New | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 18,720 | 2,275 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 18,700 | 2,272 | 0.22% | 0.4% | 175 | -7,808 | -29.46% | Q1 2026 | May 05, 2026 |
| ALLSTATE CORP | History | Added to | 18,564 | 2,256 | 0.02% | 0.01% | 176 | +14,384 | 344.11% | Q1 2026 | May 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 18,184 | 2,210 | 0.0% | 0.04% | 177 | -84,369 | -82.27% | Q1 2026 | May 15, 2026 |
| FIRST FOUNDATION ADVISORS | History | Reduced | 18,144 | 2,205 | 0.09% | 0.12% | 178 | -1,128 | -5.85% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 18,196 | 2,164 | 0.0% | 0.0% | 179 | -104,454 | -85.16% | Q1 2026 | May 15, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 17,297 | 2,102 | 0.01% | 0.02% | 180 | +2,569 | 17.44% | Q1 2026 | May 15, 2026 |
| Financial Advisors Network, Inc. | History | Added to | 17,249 | 2,096 | 0.29% | 0.03% | 181 | +15,663 | 987.58% | Q1 2026 | May 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 16,800 | 2,041 | 0.44% | 0.65% | 182 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 16,267 | 1,977 | 0.03% | 0.03% | 183 | +3,679 | 29.23% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 16,035 | 1,948 | 0.01% | 0.01% | 184 | -810 | -4.81% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Added to | 15,782 | 1,918 | 0.01% | 0.01% | 185 | +4,771 | 43.33% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12,013 | 1,914 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 15,700 | 1,908 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 15,510 | 1,884 | 0.0% | 0.02% | 188 | -136,359 | -89.79% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 15,333 | 1,863 | 0.0% | 0.0% | 189 | +11,762 | 329.38% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,472 | 1,758 | 0.0% | 0.0% | 190 | +9,028 | 165.83% | Q1 2026 | May 08, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 14,313 | 1,739 | 0.03% | 0.03% | 191 | +3,405 | 31.22% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 14,084 | 1,711 | 0.0% | 0.0% | 192 | +11,671 | 483.67% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,455 | 1,692 | 0.0% | 0.0% | 193 | +8,962 | 163.15% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 13,577 | 1,650 | 0.01% | 0.01% | 194 | -319 | -2.3% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 13,548 | 1,646 | 0.02% | 0.01% | 195 | +8,032 | 145.61% | Q1 2026 | Apr 24, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 13,529 | 1,644 | 0.01% | 0.02% | 196 | +3,588 | 36.09% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 13,392 | 1,627 | 0.0% | 0.0% | 197 | +5,649 | 72.96% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 13,212 | 1,605 | 0.0% | 0.0% | 198 | -10,307 | -43.82% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 13,200 | 1,604 | 0.0% | 0.0% | 199 | -187 | -1.4% | Q1 2026 | May 07, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 13,156 | 1,598 | 0.27% | — | 200 | +13,156 | New | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 13,135 | 1,596 | 0.0% | 0.01% | 201 | -5,536 | -29.65% | Q1 2026 | May 13, 2026 |
| Virtus Family Office LLC | History | New | 12,991 | 1,578 | 1.35% | — | 202 | +12,991 | New | Q1 2026 | May 06, 2026 |
| Tredje AP-fonden | History | Added to | 12,945 | 1,573 | 0.01% | 0.01% | 203 | +5,152 | 66.11% | Q1 2026 | May 12, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 12,880 | 1,565 | 0.18% | 0.59% | 204 | -19,060 | -59.67% | Q1 2026 | Apr 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 12,801 | 1,555 | 0.0% | 0.0% | 205 | -24,729 | -65.89% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 12,711 | 1,544 | 0.0% | — | 206 | +12,711 | New | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 12,658 | 1,538 | 0.01% | — | 207 | +12,658 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 12,627 | 1,534 | 0.01% | 0.01% | 208 | -545 | -4.14% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 12,569 | 1,528 | 0.0% | 0.01% | 209 | -148 | -1.16% | Q1 2026 | Apr 30, 2026 |
| Vident Advisory, LLC | History | Reduced | 12,448 | 1,512 | 0.01% | 0.03% | 210 | -7,258 | -36.83% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Added to | 12,341 | 1,499 | 0.02% | 0.02% | 211 | +2,913 | 30.9% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | New | 12,222 | 1,485 | 0.55% | — | 212 | +12,222 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 11,973 | 1,480 | 0.0% | 0.0% | 213 | +1,278 | 11.95% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 12,084 | 1,468 | 0.01% | 0.01% | 214 | +717 | 6.31% | Q1 2026 | May 01, 2026 |
| Candriam S.C.A. | History | Reduced | 12,066 | 1,466 | 0.01% | 0.05% | 215 | -55,611 | -82.17% | Q1 2026 | Apr 30, 2026 |
| CastleKnight Management LP | History | New | 11,800 | 1,434 | 0.02% | — | 216 | +11,800 | New | Q1 2026 | May 15, 2026 |
| Savvy Advisors, Inc. | History | New | 11,496 | 1,397 | 0.04% | — | 217 | +11,496 | New | Q1 2026 | May 11, 2026 |
| WINTON GROUP Ltd | History | New | 11,221 | 1,363 | 0.05% | — | 218 | +11,221 | New | Q1 2026 | May 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,200 | 1,361 | 0.02% | 0.01% | 219 | +5,567 | 98.83% | Q1 2026 | Apr 29, 2026 |
| AXQ CAPITAL, LP | History | New | 11,129 | 1,352 | 0.17% | — | 220 | +11,129 | New | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 11,087 | 1,347 | 0.0% | 0.01% | 221 | -12,632 | -53.26% | Q1 2026 | May 13, 2026 |
| Odyssean, LLC | History | Added to | 10,956 | 1,331 | 0.49% | 0.54% | 222 | +6,218 | 131.24% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 10,902 | 1,325 | 0.02% | 0.02% | 223 | +869 | 8.66% | Q1 2026 | Apr 20, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 10,900 | 1,324 | 0.01% | 0.01% | 224 | -9,100 | -45.5% | Q1 2026 | Apr 29, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 10,838 | 1,317 | 0.14% | 0.12% | 225 | +2,773 | 34.38% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 10,728 | 1,303 | 0.01% | 0.01% | 226 | +5,526 | 106.23% | Q1 2026 | May 14, 2026 |
| FORA Capital, LLC | History | New | 10,537 | 1,280 | 0.09% | — | 227 | +10,537 | New | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 10,374 | 1,260 | 0.0% | 0.0% | 228 | -4,592 | -30.68% | Q1 2026 | May 15, 2026 |
| Aurora Investment Counsel | History | Added to | 10,230 | 1,243 | 0.69% | 0.54% | 229 | +3,819 | 59.57% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,091 | 1,226 | 0.0% | 0.0% | 230 | -1,572 | -13.48% | Q1 2026 | May 15, 2026 |
| Jackson Hole Capital Partners, LLC | History | No change | 10,061 | 1,222 | 0.2% | 0.27% | 231 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Added to | 10,014 | 1,216 | 0.16% | 0.21% | 232 | +300 | 3.09% | Q1 2026 | Apr 15, 2026 |
| Tejara Capital Ltd | History | New | 10,000 | 1,215 | 0.4% | — | 235 | +10,000 | New | Q1 2026 | May 12, 2026 |
| Lombard Odier Asset Management (Europe) Ltd | History | Reduced | 10,000 | 1,215 | 0.07% | 0.11% | 234 | -3,750 | -27.27% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Added to | 10,000 | 1,215 | 0.0% | 0.0% | 233 | +2,284 | 29.6% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 9,960 | 1,210 | 0.0% | 0.0% | 236 | +3,704 | 59.21% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | New | 9,790 | 1,189 | 0.04% | — | 237 | +9,790 | New | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Added to | 9,740 | 1,183 | 0.01% | 0.02% | 238 | +1,183 | 13.82% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,738 | 1,183 | 0.01% | 0.01% | 239 | +1,101 | 12.75% | Q1 2026 | Apr 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 9,714 | 1,180 | 0.0% | 0.01% | 240 | +1,016 | 11.68% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 9,511 | 1,155 | 0.0% | 0.02% | 241 | -281,980 | -96.74% | Q1 2026 | May 06, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 9,505 | 1,155 | 0.02% | 0.01% | 242 | +7,125 | 299.37% | Q1 2026 | May 04, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 9,467 | 1,150 | 0.01% | 0.01% | 243 | -1,280 | -11.91% | Q1 2026 | May 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 9,150 | 1,126 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| EntryPoint Capital, LLC | History | New | 9,144 | 1,111 | 0.33% | — | 245 | +9,144 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,107 | 1,106 | 0.01% | 0.01% | 246 | +3,686 | 67.99% | Q1 2026 | Apr 23, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 8,987 | 1,092 | 0.65% | 0.76% | 248 | +905 | 11.2% | Q1 2026 | Apr 13, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 6,858 | 1,092 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,844 | 1,074 | 0.0% | 0.0% | 249 | -21,237 | -70.6% | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 8,822 | 1,072 | 0.01% | 0.0% | 251 | +5,000 | 130.82% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,826 | 1,072 | 0.0% | 0.0% | 250 | -1,651 | -15.76% | Q1 2026 | Apr 27, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 8,700 | 1,057 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,081 | 982 | 0.0% | 0.0% | 253 | +1,670 | 26.05% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 8,070 | 980 | 0.0% | 0.0% | 254 | -14,895 | -64.86% | Q1 2026 | Apr 22, 2026 |
| Brooklyn Investment Group | History | Added to | 7,927 | 963 | 0.03% | 0.02% | 255 | +5,411 | 215.06% | Q1 2026 | Apr 29, 2026 |
| Perbak Capital Partners LLP | History | Added to | 7,708 | 936 | 0.23% | 0.13% | 256 | +4,942 | 178.67% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,548 | 932 | 0.0% | 0.0% | 257 | -13,137 | -63.51% | Q1 2026 | Apr 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 7,652 | 930 | 0.02% | 0.02% | 258 | +944 | 14.07% | Q1 2026 | Apr 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,624 | 926 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 7,500 | 911 | 0.0% | 0.0% | 260 | -7,800 | -50.98% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 7,075 | 896 | 0.05% | — | 261 | +7,075 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 7,356 | 894 | 0.0% | 0.0% | 262 | +3,958 | 116.48% | Q1 2026 | May 11, 2026 |
| Qsemble Capital Management, LP | History | New | 7,285 | 885 | 0.07% | — | 263 | +7,285 | New | Q1 2026 | May 07, 2026 |
| Riverstone Advisors, LLC | History | Reduced | 6,881 | 836 | 0.41% | 0.55% | 264 | -396 | -5.44% | Q1 2026 | Apr 21, 2026 |
| Lido Advisors, LLC | History | Added to | 6,866 | 834 | 0.0% | 0.0% | 265 | +580 | 9.23% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 6,525 | 793 | 0.0% | 0.0% | 266 | -636 | -8.88% | Q1 2026 | May 14, 2026 |
| Alphadyne Asset Management LP | History | New | 6,500 | 790 | 0.01% | — | 267 | +6,500 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Reduced | 6,462 | 785 | 0.01% | 0.01% | 268 | -3,608 | -35.83% | Q1 2026 | May 13, 2026 |
| TCW GROUP INC | History | Reduced | 6,290 | 764 | 0.01% | 0.01% | 269 | -1,033 | -14.11% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Added to | 6,251 | 759 | 0.01% | 0.01% | 270 | +3,837 | 158.95% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,193 | 752 | 0.0% | 0.0% | 271 | +2,192 | 54.79% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 6,098 | 741 | 0.0% | 0.03% | 272 | -155,174 | -96.22% | Q1 2026 | Apr 16, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 5,928 | 720 | 0.01% | 0.02% | 273 | -5,261 | -47.02% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,927 | 720 | 0.01% | 0.02% | 274 | -768 | -11.47% | Q1 2026 | May 18, 2026 |
| INCEPTIONR LLC | History | Reduced | 5,914 | 718 | 0.17% | 0.31% | 275 | -1,085 | -15.5% | Q1 2026 | May 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 5,802 | 705 | 0.17% | 0.19% | 276 | +915 | 18.72% | Q1 2026 | Apr 08, 2026 |
| Glenview Trust Co | History | Reduced | 5,693 | 691 | 0.01% | 0.03% | 277 | -4,901 | -46.26% | Q1 2026 | May 08, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 5,706 | 690 | 0.12% | — | 278 | +5,706 | New | Q1 2026 | May 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,592 | 679 | 0.01% | 0.01% | 279 | +344 | 6.55% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,397 | 656 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 5,339 | 648 | 0.06% | 0.08% | 281 | +5 | 0.09% | Q1 2026 | Apr 22, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 5,274 | 641 | 0.01% | 0.01% | 282 | +13 | 0.25% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,247 | 637 | 0.0% | 0.01% | 283 | -1,481 | -22.01% | Q1 2026 | May 05, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 5,547 | 630 | 0.08% | 0.13% | 284 | -920 | -14.23% | Q1 2026 | Apr 22, 2026 |
| Optas, LLC | History | Added to | 5,181 | 629 | 0.1% | 0.12% | 285 | +487 | 10.37% | Q1 2026 | Apr 24, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,121 | 622 | 0.0% | 0.0% | 286 | -1,937 | -27.44% | Q1 2026 | May 05, 2026 |
| LMR Partners LLP | History | New | 5,063 | 615 | 0.0% | — | 287 | +5,063 | New | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 5,056 | 614 | 0.0% | 0.0% | 288 | -8,091 | -61.54% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Added to | 5,039 | 612 | 0.05% | 0.06% | 289 | +4 | 0.08% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 5,002 | 607 | 0.01% | 0.01% | 290 | -13 | -0.26% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 4,980 | 605 | 0.0% | 0.0% | 291 | +2,779 | 126.26% | Q1 2026 | Apr 30, 2026 |
| Callan Family Office, LLC | History | Added to | 4,968 | 603 | 0.01% | 0.01% | 292 | +779 | 18.6% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 4,946 | 601 | 0.0% | 0.0% | 293 | +527 | 11.93% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Reduced | 4,889 | 594 | 0.0% | 0.0% | 294 | -6,886 | -58.48% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Added to | 4,828 | 586 | 0.0% | 0.0% | 295 | +1,341 | 38.46% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,658 | 566 | 0.0% | 0.0% | 296 | -2,180 | -31.88% | Q1 2026 | May 14, 2026 |
| Archford Capital Strategies, LLC | History | Reduced | 4,635 | 563 | 0.06% | 0.09% | 297 | -359 | -7.19% | Q1 2026 | Apr 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 4,694 | 562 | 0.03% | 0.04% | 298 | +10 | 0.21% | Q1 2026 | Apr 20, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 4,300 | 560 | 0.01% | 0.01% | 299 | +2,258 | 110.58% | Q1 2026 | May 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 4,594 | 558 | 0.01% | 0.01% | 300 | +262 | 6.05% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 4,552 | 553 | 0.02% | 0.04% | 301 | -1,173 | -20.49% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 4,537 | 551 | 0.01% | 0.01% | 302 | +617 | 15.74% | Q1 2026 | May 05, 2026 |
| Synergy Financial Group, LTD | History | Added to | 4,529 | 550 | 0.41% | 0.42% | 303 | +753 | 19.94% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 4,509 | 548 | 0.0% | 0.04% | 304 | -43,501 | -90.61% | Q1 2026 | May 14, 2026 |
| Callahan Advisors, LLC | History | Reduced | 4,500 | 546 | 0.05% | 0.09% | 305 | -2,000 | -30.77% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 4,469 | 543 | 0.03% | 0.09% | 306 | -1,917 | -30.02% | Q1 2026 | May 08, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 4,467 | 542 | 0.05% | 0.08% | 307 | -6,243 | -58.29% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 4,353 | 529 | 0.0% | 0.0% | 308 | +2,763 | 173.77% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,225 | 513 | 0.06% | — | 309 | +4,225 | New | Q1 2026 | May 15, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 4,193 | 509 | 0.04% | 0.05% | 310 | -203 | -4.62% | Q1 2026 | May 07, 2026 |
| Twin Tree Management, LP | History | New | 4,165 | 506 | 0.01% | — | 311 | +4,165 | New | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 4,148 | 504 | 0.02% | 0.01% | 312 | +1,532 | 58.56% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | New | 4,034 | 490 | 0.01% | — | 313 | +4,034 | New | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 4,000 | 486 | 0.01% | 0.07% | 314 | -27,431 | -87.27% | Q1 2026 | May 01, 2026 |
| Boit C F David | History | No change | 4,000 | 486 | 0.22% | 0.27% | 315 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| ALPS ADVISORS INC | History | Added to | 3,937 | 478 | 0.0% | 0.0% | 316 | +1,865 | 90.01% | Q1 2026 | May 08, 2026 |
| Davis Investment Partners, LLC | History | Added to | 3,933 | 478 | 0.17% | 0.16% | 317 | +945 | 31.63% | Q1 2026 | Apr 20, 2026 |
| Caitlin John, LLC | History | Reduced | 3,935 | 478 | 0.29% | 0.43% | 318 | -177 | -4.3% | Q1 2026 | May 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 3,887 | 472 | 0.12% | 0.09% | 319 | +1,310 | 50.83% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,788 | 460 | 0.0% | 0.0% | 320 | +1,334 | 54.36% | Q1 2026 | May 14, 2026 |
| KPP Advisory Services LLC | History | Reduced | 3,771 | 458 | 0.07% | 0.09% | 321 | -44 | -1.15% | Q1 2026 | Apr 24, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 3,766 | 457 | 0.0% | 0.0% | 322 | -479 | -11.28% | Q1 2026 | May 15, 2026 |
| Morningstar Investment Management LLC | History | New | 3,553 | 431 | 0.03% | — | 323 | +3,553 | New | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,530 | 429 | 0.01% | 0.01% | 324 | +1,517 | 75.36% | Q1 2026 | May 14, 2026 |
| AVIVA PLC | History | Reduced | 3,523 | 428 | 0.0% | 0.01% | 325 | -40,497 | -92.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 3,513 | 427 | 0.0% | 0.02% | 326 | -8,184 | -69.97% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | New | 3,469 | 421 | 0.0% | — | 327 | +3,469 | New | Q1 2026 | May 13, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 3,386 | 411 | 0.02% | 0.01% | 328 | +1,165 | 52.45% | Q1 2026 | Apr 24, 2026 |
| Concorde Asset Management, LLC | History | No change | 2,581 | 411 | 0.16% | 0.16% | 329 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 3,348 | 406 | 0.01% | 1.07% | 330 | -353,862 | -99.06% | Q1 2026 | Apr 17, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | Reduced | 3,275 | 398 | 0.12% | 0.49% | 331 | -7,387 | -69.28% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,196 | 388 | 0.0% | 0.0% | 332 | -1,714 | -34.91% | Q1 2026 | May 13, 2026 |
| Peterson Wealth Services | History | Added to | 3,108 | 377 | 0.09% | 0.0% | 333 | +3,071 | 8300.0% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,098 | 376 | 0.01% | 0.01% | 334 | +1,541 | 98.97% | Q1 2026 | May 15, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 3,022 | 366 | 0.01% | 0.01% | 335 | +890 | 41.74% | Q1 2026 | May 04, 2026 |
| SYON CAPITAL LLC | History | Reduced | 2,997 | 364 | 0.02% | 0.04% | 336 | -2,337 | -43.81% | Q1 2026 | May 13, 2026 |
| iSAM Funds (UK) Ltd | History | New | 2,978 | 361 | 0.18% | — | 337 | +2,978 | New | Q1 2026 | May 13, 2026 |
| Savant Capital, LLC | History | New | 2,950 | 358 | 0.0% | — | 338 | +2,950 | New | Q1 2026 | May 04, 2026 |
| Advisory Alpha, LLC | History | Added to | 2,928 | 355 | 0.01% | 0.01% | 339 | +823 | 39.1% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 2,150 | 342 | 0.02% | 0.02% | 340 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Reduced | 2,805 | 340 | 0.12% | 0.28% | 341 | -2,659 | -48.66% | Q1 2026 | Apr 21, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,785 | 338 | 0.01% | 0.0% | 342 | +1,936 | 228.03% | Q1 2026 | Apr 07, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 2,732 | 332 | 0.01% | 0.5% | 344 | -102,627 | -97.41% | Q1 2026 | May 14, 2026 |
| Leonteq Securities AG | History | Added to | 2,735 | 332 | 0.01% | 0.01% | 343 | +1,528 | 126.59% | Q1 2026 | Apr 27, 2026 |
| Prospera Financial Services Inc | History | Added to | 2,715 | 330 | 0.01% | 0.01% | 345 | +299 | 12.38% | Q1 2026 | Apr 14, 2026 |
| SUMMITRY LLC | History | New | 2,682 | 325 | 0.01% | — | 346 | +2,682 | New | Q1 2026 | May 22, 2026 |
| Utah Retirement Systems | History | Reduced | 2,651 | 322 | 0.0% | 0.01% | 348 | -5,815 | -68.69% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 2,654 | 322 | 0.0% | 0.0% | 347 | -2,174 | -45.03% | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 2,012 | 320 | 0.03% | 0.03% | 349 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| DnB Asset Management AS | History | Reduced | 2,619 | 318 | 0.0% | 0.01% | 350 | -7,469 | -74.04% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,611 | 317 | 0.0% | 0.01% | 351 | -9,338 | -78.15% | Q1 2026 | May 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 2,608 | 316 | 0.0% | 0.01% | 352 | -10,427 | -79.99% | Q1 2026 | Apr 30, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,570 | 312 | 0.0% | 0.0% | 354 | -659 | -20.41% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 2,572 | 312 | 0.01% | 0.01% | 353 | -191 | -6.91% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 2,563 | 311 | 0.01% | — | 355 | +2,563 | New | Q1 2026 | May 04, 2026 |
| GDS Wealth Management | History | No change | 2,549 | 309 | 0.02% | 0.03% | 356 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 2,529 | 307 | 0.03% | — | 357 | +2,529 | New | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 2,523 | 306 | 0.0% | — | 358 | +2,523 | New | Q1 2026 | May 08, 2026 |
| Select Asset Management & Trust | History | No change | 2,500 | 304 | 0.09% | 0.12% | 359 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | New | 2,490 | 303 | 0.17% | — | 360 | +2,490 | New | Q1 2026 | Apr 29, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 2,466 | 299 | 0.0% | 0.0% | 362 | +949 | 62.56% | Q1 2026 | Apr 27, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 2,464 | 299 | 0.0% | 0.0% | 361 | -221 | -8.23% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | New | 2,457 | 298 | 0.0% | — | 363 | +2,457 | New | Q1 2026 | Apr 27, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 2,416 | 293 | 0.03% | — | 364 | +2,416 | New | Q1 2026 | Apr 10, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,353 | 286 | 0.0% | 0.0% | 365 | -879 | -27.2% | Q1 2026 | May 06, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | New | 2,351 | 285 | 0.07% | — | 366 | +2,351 | New | Q1 2026 | May 07, 2026 |
| QSV Equity Investors LLC | History | No change | 1,781 | 283 | 0.42% | 0.42% | 367 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 2,319 | 281 | 0.01% | — | 368 | +2,319 | New | Q1 2026 | Apr 27, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,304 | 280 | 0.01% | — | 369 | +2,304 | New | Q1 2026 | Apr 29, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 2,272 | 276 | 0.0% | 0.0% | 370 | +782 | 52.48% | Q1 2026 | May 11, 2026 |
| Fieldview Capital Management, LLC | History | New | 2,249 | 273 | 0.08% | — | 372 | +2,249 | New | Q1 2026 | May 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 2,250 | 273 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MTM Investment Management, LLC | History | Added to | 2,213 | 268 | 0.08% | 0.11% | 373 | +10 | 0.45% | Q1 2026 | May 06, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 2,181 | 265 | 0.05% | — | 375 | +2,181 | New | Q1 2026 | Apr 28, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 1,666 | 265 | 0.01% | 0.01% | 374 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 2,063 | 263 | 0.0% | 0.01% | 376 | +157 | 8.24% | Q1 2026 | May 01, 2026 |
| Allen Capital Group, LLC | History | No change | 1,637 | 260 | 0.02% | 0.02% | 377 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 2,146 | 260 | 0.03% | 0.03% | 378 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 2,137 | 259 | 0.0% | 0.01% | 379 | -19,728 | -90.23% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 2,115 | 257 | 0.04% | 0.07% | 380 | -189 | -8.2% | Q1 2026 | May 06, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 2,100 | 255 | 0.21% | 0.27% | 381 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Lauterbach Financial Advisors, LLC | History | Reduced | 2,067 | 251 | 0.12% | 0.24% | 382 | -994 | -32.47% | Q1 2026 | May 14, 2026 |
| Taylor Hoffman Capital Management LLC | History | Added to | 2,059 | 250 | 0.08% | 0.07% | 383 | +668 | 48.02% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 2,049 | 249 | 0.0% | 0.01% | 384 | -11,054 | -84.36% | Q1 2026 | May 14, 2026 |
| Alpha Family Trust | History | Added to | 2,020 | 245 | 0.12% | 0.11% | 385 | +475 | 30.74% | Q1 2026 | May 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 1,979 | 241 | 0.0% | 0.01% | 386 | -3,819 | -65.87% | Q1 2026 | Apr 16, 2026 |
| ASR Vermogensbeheer N.V. | History | Added to | 1,969 | 239 | 0.0% | 0.0% | 387 | +46 | 2.39% | Q1 2026 | Apr 30, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 1,959 | 238 | 0.07% | 0.06% | 388 | +553 | 39.33% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Added to | 1,930 | 234 | 0.01% | 0.0% | 389 | +1,537 | 391.09% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,926 | 234 | 0.0% | 0.0% | 391 | +608 | 46.13% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Reduced | 1,931 | 234 | 0.0% | 0.0% | 390 | -196 | -9.21% | Q1 2026 | May 12, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,921 | 233 | 0.01% | 0.01% | 392 | +122 | 6.78% | Q1 2026 | Apr 24, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 1,914 | 232 | 0.01% | 0.04% | 394 | -2,953 | -60.67% | Q1 2026 | Apr 21, 2026 |
| SFMG, LLC | History | Reduced | 1,912 | 232 | 0.02% | 0.02% | 393 | -71 | -3.58% | Q1 2026 | May 12, 2026 |
| Fielder Capital Group LLC | History | New | 1,895 | 230 | 0.05% | — | 395 | +1,895 | New | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | Added to | 1,868 | 227 | 0.01% | 0.01% | 396 | +152 | 8.86% | Q1 2026 | Apr 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | New | 1,835 | 223 | 0.01% | — | 397 | +1,835 | New | Q1 2026 | Apr 17, 2026 |
| Plan Group Financial, LLC | History | New | 1,796 | 218 | 0.05% | — | 398 | +1,796 | New | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,776 | 215 | 0.0% | 0.0% | 399 | +899 | 102.51% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,766 | 214 | 0.0% | 0.0% | 400 | +1,612 | 1046.75% | Q1 2026 | May 14, 2026 |
| Phillips Wealth Planners LLC | History | New | 1,548 | 214 | 0.16% | — | 401 | +1,548 | New | Q1 2026 | May 14, 2026 |
| Marex Group plc | History | New | 1,753 | 213 | 0.0% | — | 403 | +1,753 | New | Q1 2026 | May 13, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Added to | 1,757 | 213 | 0.17% | 0.16% | 402 | +471 | 36.63% | Q1 2026 | May 12, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 1,743 | 211 | 0.01% | 0.01% | 404 | -320 | -15.51% | Q1 2026 | May 08, 2026 |
| MQS Management LLC | History | New | 1,730 | 210 | 0.14% | — | 406 | +1,730 | New | Q1 2026 | Apr 23, 2026 |
| Clear Creek Financial Management, LLC | History | Reduced | 1,730 | 210 | 0.02% | 0.02% | 405 | -133 | -7.14% | Q1 2026 | Apr 22, 2026 |
| MATHER GROUP, LLC. | History | New | 1,722 | 209 | 0.0% | — | 407 | +1,722 | New | Q1 2026 | Apr 13, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 1,710 | 207 | 0.02% | — | 408 | +1,710 | New | Q1 2026 | Apr 08, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 1,704 | 207 | 0.04% | — | 409 | +1,704 | New | Q1 2026 | Apr 29, 2026 |
| RiverGlades Family Offices LLC | History | New | 1,700 | 206 | 0.12% | — | 410 | +1,700 | New | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | No change | 1,693 | 205 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 1,663 | 202 | 0.0% | — | 412 | +1,663 | New | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | New | 1,663 | 202 | 0.0% | — | 413 | +1,663 | New | Q1 2026 | Apr 08, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 1,583 | 192 | 0.0% | 0.01% | 414 | -29,781 | -94.95% | Q1 2026 | May 13, 2026 |
| Daytona Street Capital LLC | History | New | 1,500 | 183 | 0.14% | — | 415 | +1,500 | New | Q1 2026 | Apr 10, 2026 |
| BOKF, NA | History | Reduced | 1,363 | 165 | 0.0% | 0.01% | 416 | -2,133 | -61.01% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,318 | 160 | 0.02% | 0.0% | 417 | +1,286 | 4018.75% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,289 | 156 | 0.02% | 0.02% | 418 | +419 | 48.16% | Q1 2026 | Apr 06, 2026 |
| STRS OHIO | History | Reduced | 1,194 | 145 | 0.0% | 0.0% | 419 | -35 | -2.85% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Reduced | 1,111 | 135 | 0.0% | 0.01% | 420 | -67 | -5.69% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,106 | 134 | 0.0% | 0.01% | 421 | -935 | -45.81% | Q1 2026 | May 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 1,066 | 129 | 0.0% | — | 422 | +1,066 | New | Q1 2026 | May 15, 2026 |
| Miller Global Investments, LLC | History | No change | 1,047 | 127 | 0.12% | 0.15% | 423 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Vestcor Inc | History | Reduced | 1,039 | 126 | 0.0% | 0.01% | 424 | -394 | -27.49% | Q1 2026 | May 12, 2026 |
| Align Financial, LLC | History | Reduced | 1,020 | 123 | 0.07% | 0.09% | 425 | -161,527 | -99.37% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 954 | 116 | 0.0% | 0.0% | 426 | -21,830 | -95.81% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 954 | 115 | 0.0% | 0.0% | 427 | -627 | -39.66% | Q1 2026 | Apr 22, 2026 |
| Quarry LP | History | Added to | 934 | 113 | 0.02% | 0.0% | 428 | +903 | 2912.9% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 902 | 109 | 0.0% | 0.0% | 429 | +277 | 44.32% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 895 | 108 | 0.0% | 0.0% | 430 | +401 | 81.17% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 848 | 104 | 0.01% | 0.0% | 431 | +838 | 8380.0% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Added to | 863 | 104 | 0.01% | 0.01% | 432 | +7 | 0.82% | Q1 2026 | May 13, 2026 |
| CoreFirst Bank & Trust | History | No change | 630 | 100 | 0.05% | 0.05% | 433 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Ancora Advisors LLC | History | Added to | 815 | 99 | 0.0% | 0.0% | 434 | +652 | 400.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 805 | 97 | 0.0% | 0.0% | 435 | -1,436 | -64.08% | Q1 2026 | Apr 30, 2026 |
| Dundas Partners LLP | History | Reduced | 796 | 96 | 0.01% | 0.03% | 436 | -2,023 | -71.76% | Q1 2026 | May 14, 2026 |
| Siemens Fonds Invest GmbH | History | Reduced | 797 | 96 | 0.01% | 0.01% | 437 | -731 | -47.84% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Reduced | 704 | 85 | 0.01% | 0.14% | 438 | -6,111 | -89.67% | Q1 2026 | Apr 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 675 | 82 | 0.0% | 0.0% | 439 | +506 | 299.41% | Q1 2026 | Apr 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 638 | 77 | 0.0% | 0.0% | 440 | -2,650 | -80.6% | Q1 2026 | May 08, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 574 | 69 | 0.04% | 0.06% | 441 | -23 | -3.85% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 552 | 66 | 0.0% | 0.0% | 442 | -67 | -10.82% | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 512 | 62 | 0.0% | 0.0% | 443 | +26 | 5.35% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 508 | 61 | 0.01% | 0.01% | 444 | -80 | -13.61% | Q1 2026 | Apr 30, 2026 |
| EFG International AG | History | Reduced | 500 | 60 | 0.0% | 0.0% | 447 | -164 | -24.7% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 504 | 60 | 0.0% | 0.01% | 446 | -60 | -10.64% | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | No change | 500 | 60 | 0.01% | 0.01% | 445 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Covestor Ltd | History | Reduced | 475 | 58 | 0.04% | 0.06% | 449 | -188 | -28.36% | Q1 2026 | May 05, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 481 | 58 | 0.02% | 0.02% | 448 | +149 | 44.88% | Q1 2026 | Apr 22, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 434 | 52 | 0.0% | 0.0% | 450 | +99 | 29.55% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 424 | 51 | 0.0% | 0.0% | 451 | +103 | 32.09% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 320 | 50 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 400 | 48 | 0.03% | 0.04% | 453 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 350 | 42 | 0.0% | 0.0% | 454 | -28 | -7.41% | Q1 2026 | Apr 23, 2026 |
| CVA Family Office, LLC | History | Added to | 329 | 39 | 0.0% | 0.0% | 455 | +137 | 71.35% | Q1 2026 | Apr 29, 2026 |
| STANCE CAPITAL LLC | History | New | 300 | 36 | 0.02% | — | 457 | +300 | New | Q1 2026 | May 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 300 | 36 | 0.0% | 0.0% | 456 | +226 | 305.41% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 290 | 35 | 0.0% | 0.01% | 459 | -16,773 | -98.3% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | No change | 295 | 35 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 221 | 35 | 0.0% | 0.0% | 460 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 267 | 32 | 0.01% | 0.05% | 461 | -962 | -78.28% | Q1 2026 | Apr 28, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 269 | 32 | 0.02% | — | 462 | +269 | New | Q1 2026 | May 12, 2026 |
| UMB Bank, n.a. | History | Reduced | 260 | 31 | 0.0% | 0.0% | 463 | -549 | -67.86% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 249 | 30 | 0.0% | 0.0% | 464 | +210 | 538.46% | Q1 2026 | Apr 13, 2026 |
| Kozak & Associates, Inc. | History | Added to | 256 | 30 | 0.01% | 0.01% | 465 | +1 | 0.39% | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 211 | 25 | 0.0% | 0.0% | 466 | +63 | 42.57% | Q1 2026 | May 15, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 203 | 24 | 0.0% | 0.03% | 468 | -1,509 | -88.14% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 205 | 24 | 0.0% | 0.0% | 469 | -518 | -71.65% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 156 | 24 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Forum Finance Group S.A. | History | New | 225 | 22 | 0.01% | — | 472 | +225 | New | Q1 2026 | May 07, 2026 |
| North Star Investment Management Corp. | History | Added to | 187 | 22 | 0.0% | 0.0% | 470 | +4 | 2.19% | Q1 2026 | Apr 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 187 | 22 | 0.01% | 0.01% | 471 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 178 | 21 | 0.0% | 0.0% | 473 | -11 | -5.82% | Q1 2026 | Apr 27, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 161 | 19 | 0.0% | 0.02% | 474 | -1,278 | -88.81% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 152 | 18 | 0.0% | 0.01% | 477 | -102,514 | -99.85% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 153 | 18 | 0.0% | 0.02% | 476 | -1,417 | -90.25% | Q1 2026 | Apr 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 153 | 18 | 0.0% | — | 480 | +153 | New | Q1 2026 | May 11, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 150 | 18 | 0.0% | — | 479 | +150 | New | Q1 2026 | Apr 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 152 | 18 | 0.0% | 0.0% | 475 | +119 | 360.61% | Q1 2026 | May 05, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 150 | 18 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kemnay Advisory Services Inc. | History | New | 142 | 17 | 0.0% | — | 481 | +142 | New | Q1 2026 | May 15, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 125 | 16 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 130 | 15 | 0.01% | — | 486 | +130 | New | Q1 2026 | May 13, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 127 | 15 | 0.0% | — | 485 | +127 | New | Q1 2026 | May 13, 2026 |
| Capital Analysts, LLC | History | Added to | 120 | 15 | 0.0% | 0.0% | 484 | +1 | 0.84% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 130 | 15 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HORIZON FINANCIAL SERVICES, LLC | History | Added to | 116 | 14 | 0.01% | 0.0% | 487 | +103 | 792.31% | Q1 2026 | Apr 15, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | Reduced | 109 | 13 | 0.0% | 0.03% | 488 | -23,051 | -99.53% | Q1 2026 | Apr 27, 2026 |
| Cromwell Holdings LLC | History | Reduced | 111 | 13 | 0.01% | 0.01% | 489 | -59 | -34.71% | Q1 2026 | Apr 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 100 | 12 | 0.0% | 0.01% | 490 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Anchor Investment Management, LLC | History | No change | 92 | 11 | 0.0% | 0.0% | 491 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hilltop National Bank | History | New | 90 | 10 | 0.0% | — | 493 | +90 | New | Q1 2026 | Apr 02, 2026 |
| DV EQUITIES, LLC | History | No change | 68 | 10 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Bank of New Hampshire | History | New | 76 | 9 | 0.0% | — | 495 | +76 | New | Q1 2026 | Apr 13, 2026 |
| Oakworth Capital, Inc. | History | No change | 77 | 9 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 72 | 8 | 0.0% | — | 497 | +72 | New | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Added to | 69 | 8 | 0.0% | 0.0% | 496 | +2 | 2.99% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 59 | 7 | 0.0% | 0.0% | 498 | -101 | -63.13% | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Added to | 61 | 7 | 0.0% | 0.0% | 500 | +24 | 64.86% | Q1 2026 | Apr 10, 2026 |
| Spire Wealth Management | History | Added to | 65 | 7 | 0.0% | 0.0% | 499 | +2 | 3.17% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Reduced | 56 | 6 | 0.0% | 0.0% | 504 | -691 | -92.5% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 55 | 6 | 0.0% | 0.01% | 508 | -234 | -80.97% | Q1 2026 | Apr 23, 2026 |
| Westfuller Advisors, LLC | History | New | 54 | 6 | 0.0% | — | 512 | +54 | New | Q1 2026 | Apr 28, 2026 |
| Activest Wealth Management | History | Added to | 52 | 6 | 0.0% | — | 506 | +51 | 5100.0% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 51 | 6 | 0.0% | — | 511 | +51 | New | Q1 2026 | May 08, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 54 | 6 | 0.0% | 0.0% | 503 | +42 | 350.0% | Q1 2026 | Apr 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 53 | 6 | 0.0% | 0.0% | 507 | +41 | 341.67% | Q1 2026 | Apr 17, 2026 |
| Clearstead Trust, LLC | History | Added to | 51 | 6 | 0.0% | 0.0% | 505 | +32 | 168.42% | Q1 2026 | May 06, 2026 |
| GW&K Investment Management, LLC | History | Added to | 46 | 6 | 0.0% | 0.0% | 502 | +10 | 27.78% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | Reduced | 53 | 6 | 0.0% | 0.0% | 501 | -7 | -11.67% | Q1 2026 | May 05, 2026 |
| Financial Freedom, LLC | History | No change | 52 | 6 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 50 | 6 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 42 | 5 | 0.0% | 0.04% | 513 | -102,290 | -99.96% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 49 | 5 | 0.0% | 0.05% | 515 | -1,283 | -96.32% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 49 | 5 | 0.0% | 0.01% | 516 | -108 | -68.79% | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 47 | 5 | 0.0% | 0.0% | 518 | +32 | 213.33% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 43 | 5 | 0.0% | 0.0% | 517 | -21 | -32.81% | Q1 2026 | Apr 24, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 48 | 5 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | New | 39 | 4 | 0.0% | — | 524 | +39 | New | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | New | 36 | 4 | 0.0% | — | 523 | +36 | New | Q1 2026 | Apr 21, 2026 |
| LGT Financial Advisors LLC | History | New | 36 | 4 | 0.02% | — | 525 | +36 | New | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | Added to | 38 | 4 | 0.0% | — | 519 | +35 | 1166.67% | Q1 2026 | Apr 28, 2026 |
| Bare Financial Services, Inc | History | Added to | 37 | 4 | 0.0% | — | 521 | +34 | 1133.33% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | No change | 35 | 4 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 40 | 4 | 0.0% | 0.01% | 522 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 27 | 3 | 0.0% | 0.01% | 526 | -792 | -96.7% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | New | 29 | 3 | 0.0% | — | 529 | +29 | New | Q1 2026 | May 15, 2026 |
| BAYBAN | History | New | 29 | 3 | 0.0% | — | 541 | +29 | New | Q1 2026 | Apr 24, 2026 |
| High Note Wealth, LLC | History | New | 27 | 3 | 0.0% | — | 539 | +27 | New | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | New | 26 | 3 | 0.0% | — | 538 | +26 | New | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | New | 26 | 3 | 0.0% | — | 540 | +26 | New | Q1 2026 | Apr 28, 2026 |
| Addison Advisors LLC | History | Added to | 25 | 3 | 0.0% | — | 531 | +24 | 2400.0% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Added to | 32 | 3 | 0.0% | 0.0% | 537 | +24 | 300.0% | Q1 2026 | May 21, 2026 |
| Sachetta, LLC | History | Added to | 32 | 3 | 0.0% | 0.0% | 534 | +22 | 220.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Added to | 28 | 3 | 0.0% | 0.0% | 532 | +19 | 211.11% | Q1 2026 | Apr 07, 2026 |
| Kilter Group LLC | History | Added to | 25 | 3 | 0.0% | 0.0% | 535 | +10 | 66.67% | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 25 | 3 | 0.0% | 0.0% | 528 | +5 | 25.0% | Q1 2026 | Apr 21, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 25 | 3 | 0.0% | 0.0% | 536 | +5 | 25.0% | Q1 2026 | Apr 02, 2026 |
| WHITTIER TRUST CO | History | No change | 29 | 3 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pacific Center for Financial Services | History | No change | 30 | 3 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ORG Partners LLC | History | No change | 25 | 3 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Grove Bank & Trust | History | Reduced | 21 | 2 | 0.0% | 0.04% | 544 | -2,163 | -99.04% | Q1 2026 | Apr 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 23 | 2 | 0.0% | — | 550 | +23 | New | Q1 2026 | Apr 06, 2026 |
| Cornerstone Financial Management LLC | History | New | 19 | 2 | 0.0% | — | 552 | +19 | New | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | New | 18 | 2 | 0.0% | — | 549 | +18 | New | Q1 2026 | May 01, 2026 |
| Noble Wealth Management PBC | History | New | 18 | 2 | 0.0% | — | 551 | +18 | New | Q1 2026 | Apr 02, 2026 |
| Rakuten Securities, Inc. | History | Added to | 19 | 2 | 0.0% | 0.0% | 547 | +8 | 72.73% | Q1 2026 | May 01, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 548 | -3 | -14.29% | Q1 2026 | Apr 23, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 18 | 2 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 20 | 2 | 0.0% | 0.0% | 543 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SITTNER & NELSON, LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Valued Wealth Advisors LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TEMA ETFS LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 571 | -378 | -96.18% | Q1 2026 | Apr 15, 2026 |
| Strategic Advocates LLC | History | Reduced | 9 | 1 | 0.0% | 0.01% | 567 | -273 | -96.81% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 566 | -26 | -61.9% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 565 | -17 | -60.71% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 556 | -16 | -51.61% | Q1 2026 | Apr 23, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 11 | 1 | 0.0% | 0.0% | 568 | -15 | -57.69% | Q1 2026 | May 08, 2026 |
| Ankerstar Wealth, LLC | History | New | 12 | 1 | 0.0% | — | 576 | +12 | New | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 16 | 1 | 0.0% | — | 558 | +11 | 220.0% | Q1 2026 | May 15, 2026 |
| Marquette Asset Management, LLC | History | New | 11 | 1 | 0.0% | — | 573 | +11 | New | Q1 2026 | Apr 23, 2026 |
| TD Capital Management LLC | History | New | 11 | 1 | 0.0% | — | 574 | +11 | New | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | New | 10 | 1 | 0.0% | — | 575 | +10 | New | Q1 2026 | May 08, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 10 | 1 | 0.0% | — | 577 | +10 | New | Q1 2026 | Apr 21, 2026 |
| SHP Wealth Management | History | Reduced | 9 | 1 | 0.0% | 0.0% | 564 | -8 | -47.06% | Q1 2026 | May 08, 2026 |
| NVWM, LLC | History | Added to | 9 | 1 | 0.0% | — | 562 | +7 | 350.0% | Q1 2026 | Apr 27, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 11 | 1 | 0.0% | — | 570 | +7 | 175.0% | Q1 2026 | Apr 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 13 | 1 | 0.0% | 0.0% | 563 | +6 | 85.71% | Q1 2026 | Apr 24, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 9 | 1 | 0.0% | 0.0% | 560 | +4 | 80.0% | Q1 2026 | Apr 16, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 15 | 1 | 0.0% | 0.0% | 561 | +4 | 36.36% | Q1 2026 | Apr 30, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 12 | 1 | 0.0% | 0.0% | 557 | -2 | -14.29% | Q1 2026 | May 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Towne Trust Company, N.A | History | No change | 16 | 1 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 10 | 1 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 569 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Reflection Asset Management | History | No change | 13 | 1 | 0.0% | 0.0% | 572 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.07% | — | -444,338 | -100.0% | Q1 2026 | May 11, 2026 |
| Contour Asset Management LLC | History | Closed out | 0 | 0 | — | 1.41% | — | -378,595 | -100.0% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Closed out | 0 | 0 | — | 0.03% | — | -190,276 | -100.0% | Q1 2026 | May 13, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.17% | — | -146,862 | -100.0% | Q1 2026 | May 15, 2026 |
| Aureus Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.19% | — | -116,801 | -100.0% | Q1 2026 | May 13, 2026 |
| Korea Investment CORP | History | Closed out | 0 | 0 | — | 0.03% | — | -108,525 | -100.0% | Q1 2026 | May 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -105,796 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.01% | — | -98,103 | -100.0% | Q1 2026 | Apr 30, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -68,904 | -100.0% | Q1 2026 | May 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.07% | — | -51,253 | -100.0% | Q1 2026 | May 12, 2026 |
| Montanaro Asset Management Ltd | History | Closed out | 0 | 0 | — | 2.24% | — | -50,500 | -100.0% | Q1 2026 | May 11, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -44,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -40,295 | -100.0% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -35,890 | -100.0% | Q1 2026 | May 04, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.01% | — | -30,287 | -100.0% | Q1 2026 | May 12, 2026 |
| Andra AP-fonden | History | Closed out | 0 | 0 | — | 0.06% | — | -29,583 | -100.0% | Q1 2026 | May 08, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -27,595 | -100.0% | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.12% | — | -26,311 | -100.0% | Q1 2026 | May 18, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,775 | -100.0% | Q1 2026 | May 15, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -24,000 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sienna Gestion | History | Closed out | 0 | 0 | — | 0.23% | — | -23,792 | -100.0% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -21,256 | -100.0% | Q1 2026 | May 08, 2026 |
| Mn Services Vermogensbeheer B.V. | History | Closed out | 0 | 0 | — | 0.02% | — | -19,859 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.01% | — | -17,126 | -100.0% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,665 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.14% | — | -16,346 | -100.0% | Q1 2026 | May 14, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Closed out | 0 | 0 | — | 0.01% | — | -16,215 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,614 | -100.0% | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,546 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -14,109 | -100.0% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.01% | — | -13,773 | -100.0% | Q1 2026 | May 04, 2026 |
| Czech National Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -12,886 | -100.0% | Q1 2026 | Apr 13, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.02% | — | -11,784 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,012 | -100.0% | Q1 2026 | May 14, 2026 |
| UniSuper Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,714 | -100.0% | Q1 2026 | May 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,657 | -100.0% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Closed out | 0 | 0 | — | 0.01% | — | -10,395 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.01% | — | -10,329 | -100.0% | Q1 2026 | May 15, 2026 |
| IFM Investors Pty Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,258 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Mediolanum International Funds Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -9,520 | -100.0% | Q1 2026 | May 06, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -8,971 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,560 | -100.0% | Q1 2026 | May 15, 2026 |
| Cumberland Partners Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -8,525 | -100.0% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -7,904 | -100.0% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -7,492 | -100.0% | Q1 2026 | May 12, 2026 |
| Procyon Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,439 | -100.0% | Q1 2026 | May 04, 2026 |
| National Pension Service | History | Closed out | 0 | 0 | — | 0.0% | — | -7,111 | -100.0% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,064 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.25% | — | -6,802 | -100.0% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,683 | -100.0% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -6,615 | -100.0% | Q1 2026 | May 05, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Closed out | 0 | 0 | — | 0.01% | — | -6,551 | -100.0% | Q1 2026 | May 15, 2026 |
| Rakuten Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,503 | -100.0% | Q1 2026 | May 12, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.01% | — | -6,315 | -100.0% | Q1 2026 | May 11, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -6,040 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Pensionfund Sabic | History | Closed out | 0 | 0 | — | 0.26% | — | -6,000 | -100.0% | Q1 2026 | Apr 01, 2026 |
| OP Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -5,980 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,914 | -100.0% | Q1 2026 | May 15, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,140 | -100.0% | Q1 2026 | May 12, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,866 | -100.0% | Q1 2026 | May 06, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,604 | -100.0% | Q1 2026 | May 11, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 2 | 0 | — | 0.0% | — | -4,370 | -99.95% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,070 | -100.0% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,014 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NORDEN GROUP LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -3,991 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,905 | -100.0% | Q1 2026 | May 15, 2026 |
| Gibbs Wealth Management | History | Closed out | 0 | 0 | — | 0.15% | — | -3,892 | -100.0% | Q1 2026 | May 13, 2026 |
| OSTRUM ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.03% | — | -3,829 | -100.0% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,806 | -100.0% | Q1 2026 | May 12, 2026 |
| MIZUHO SECURITIES USA LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,558 | -100.0% | Q1 2026 | May 11, 2026 |
| Norinchukin Bank, The | History | Closed out | 0 | 0 | — | 0.01% | — | -3,545 | -100.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,486 | -100.0% | Q1 2026 | May 04, 2026 |
| Investment Management Corp of Ontario | History | Closed out | 0 | 0 | — | 0.01% | — | -3,415 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,381 | -100.0% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,335 | -100.0% | Q1 2026 | May 14, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,314 | -100.0% | Q1 2026 | May 06, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -3,277 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Kentucky Retirement Systems | History | Closed out | 0 | 0 | — | 0.01% | — | -3,222 | -100.0% | Q1 2026 | May 19, 2026 |
| First National Advisers, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -3,118 | -100.0% | Q1 2026 | May 08, 2026 |
| Aberdeen Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,104 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Ducere Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -3,046 | -100.0% | Q1 2026 | May 11, 2026 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,028 | -100.0% | Q1 2026 | May 05, 2026 |
| LRT Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -2,980 | -100.0% | Q1 2026 | May 15, 2026 |
| HARTFORD INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.01% | — | -2,840 | -100.0% | Q1 2026 | Apr 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,737 | -100.0% | Q1 2026 | Apr 07, 2026 |
| E. Ohman J:or Asset Management AB | History | Closed out | 0 | 0 | — | 0.01% | — | -2,700 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,651 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,578 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,566 | -100.0% | Q1 2026 | May 05, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,499 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,495 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,464 | -100.0% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,433 | -100.0% | Q1 2026 | May 11, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -2,417 | -100.0% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,405 | -100.0% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.08% | — | -2,378 | -100.0% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,321 | -100.0% | Q1 2026 | May 14, 2026 |
| Voya Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,314 | -100.0% | Q1 2026 | May 12, 2026 |
| Maia Wealth LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,314 | -100.0% | Q1 2026 | May 08, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,290 | -100.0% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -2,270 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Intellectus Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,228 | -100.0% | Q1 2026 | Apr 10, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,160 | -100.0% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,082 | -100.0% | Q1 2026 | May 15, 2026 |
| Tributary Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,065 | -100.0% | Q1 2026 | May 04, 2026 |
| Ketron Financial | History | Closed out | 0 | 0 | — | 0.11% | — | -2,045 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,032 | -100.0% | Q1 2026 | May 15, 2026 |
| MUFG Securities EMEA plc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,003 | -100.0% | Q1 2026 | May 11, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,987 | -100.0% | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,980 | -100.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 2 | 0 | — | 0.0% | — | -1,929 | -99.9% | Q1 2026 | May 14, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,920 | -100.0% | Q1 2026 | May 14, 2026 |
| CORRECT CAPITAL WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.06% | — | -1,917 | -100.0% | Q1 2026 | May 05, 2026 |
| Metis Global Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,847 | -100.0% | Q1 2026 | May 07, 2026 |
| Citizens Business Bank | History | Closed out | 0 | 0 | — | 0.05% | — | -1,826 | -100.0% | Q1 2026 | May 01, 2026 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,816 | -100.0% | Q1 2026 | May 14, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,809 | -100.0% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -1,802 | -100.0% | Q1 2026 | May 08, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -1,761 | -100.0% | Q1 2026 | May 08, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,751 | -100.0% | Q1 2026 | Apr 14, 2026 |
| OSSIAM | History | Closed out | 0 | 0 | — | 0.01% | — | -1,748 | -100.0% | Q1 2026 | May 14, 2026 |
| JOURNEY RETIREMENT PLANNING & INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,740 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,687 | -100.0% | Q1 2026 | May 13, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -1,669 | -100.0% | Q1 2026 | May 14, 2026 |
| Kathmere Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,646 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Empirical Finance, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,635 | -100.0% | Q1 2026 | May 14, 2026 |
| Global X Japan Co., Ltd. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,631 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Keudell/Morrison Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -1,607 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,564 | -100.0% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,562 | -100.0% | Q1 2026 | May 08, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,559 | -100.0% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,553 | -100.0% | Q1 2026 | May 05, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,552 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Kera Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,549 | -100.0% | Q1 2026 | May 06, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,530 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,497 | -100.0% | Q1 2026 | May 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,487 | -100.0% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,485 | -100.0% | Q1 2026 | May 12, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,458 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,440 | -100.0% | Q1 2026 | May 15, 2026 |
| Salvus Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,422 | -100.0% | Q1 2026 | Apr 10, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,419 | -100.0% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.0% | — | -1,406 | -100.0% | Q1 2026 | May 01, 2026 |
| COMMERCE BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,401 | -100.0% | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,400 | -100.0% | Q1 2026 | May 11, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,389 | -100.0% | Q1 2026 | May 14, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,385 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Sowell Financial Services LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,360 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,360 | -100.0% | Q1 2026 | May 01, 2026 |
| CFO4Life Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,356 | -100.0% | Q1 2026 | May 11, 2026 |
| Kentucky Retirement Systems Insurance Trust Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -1,350 | -100.0% | Q1 2026 | May 19, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,346 | -100.0% | Q1 2026 | May 14, 2026 |
| Baron Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,341 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,325 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MUFG SECURITIES AMERICAS INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,316 | -100.0% | Q1 2026 | May 11, 2026 |
| WESBANCO BANK INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,312 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,304 | -100.0% | Q1 2026 | May 14, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,303 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Westerkirk Capital Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,300 | -100.0% | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,294 | -100.0% | Q1 2026 | May 15, 2026 |
| Regent Peak Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,277 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Closed out | 0 | 0 | — | 0.01% | — | -1,270 | -100.0% | Q1 2026 | May 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,253 | -100.0% | Q1 2026 | May 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,223 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Canada Post Corp Registered Pension Plan | History | Closed out | 0 | 0 | — | 0.01% | — | -1,150 | -100.0% | Q1 2026 | May 12, 2026 |
| Plato Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -879 | -100.0% | Q1 2026 | May 04, 2026 |
| Western Pacific Wealth Management, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -795 | -100.0% | Q1 2026 | Apr 17, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -722 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -715 | -100.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 4 | 0 | — | 0.0% | — | -626 | -99.37% | Q1 2026 | Apr 20, 2026 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.0% | — | -554 | -100.0% | Q1 2026 | May 13, 2026 |
| UNION SAVINGS BANK | History | Closed out | 0 | 0 | — | 0.03% | — | -505 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -464 | -100.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -453 | -100.0% | Q1 2026 | May 13, 2026 |
| Livforsakringsbolaget Skandia, Omsesidigt | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -281 | -100.0% | Q1 2026 | May 07, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | 0.0% | — | -271 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Park Place Capital Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -205 | -100.0% | Q1 2026 | Apr 09, 2026 |
| S-Bank Fund Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -202 | -100.0% | Q1 2026 | May 11, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 2 | 0 | — | 0.02% | — | -176 | -98.88% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3 | 0 | — | 0.0% | — | -158 | -98.14% | Q1 2026 | May 06, 2026 |
| CYBER HORNET ETFs LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -140 | -100.0% | Q1 2026 | May 08, 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -134 | -100.0% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | Closed out | 0 | 0 | — | 0.0% | — | -130 | -100.0% | Q1 2026 | May 12, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -129 | -100.0% | Q1 2026 | May 12, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -126 | -100.0% | Q1 2026 | May 15, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -117 | -100.0% | Q1 2026 | May 14, 2026 |
| Roble, Belko & Company, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -102 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 06, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -56 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Birchwood Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -52 | -100.0% | Q1 2026 | May 05, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -40 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 12, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 2 | 0 | — | 0.0% | — | -18 | -90.0% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 06, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | Apr 10, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -13 | -92.86% | Q1 2026 | Apr 20, 2026 |
| 1 NORTH WEALTH SERVICES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 04, 2026 |
| HOWARD HUGHES MEDICAL INSTITUTE | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Washington Trust Advisors, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 06, 2026 |
| Arlington Trust Co LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 08, 2026 |
| Portus Wealth Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 22, 2026 |
| COUNTRY TRUST BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 12, 2026 |
| American Capital Advisory, LLC | History | Added to | 7 | 0 | — | — | — | +6 | 600.0% | Q1 2026 | Apr 29, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q1 2026 | Apr 10, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 04, 2026 |
| Advocate Investing Services LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| Stone House Investment Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 22, 2026 |
| Prestige Wealth Management Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Manchester Capital Management LLC | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | Apr 29, 2026 |
| Ascentis Independent Advisors | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 12, 2026 |
| Tidemark, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 07, 2026 |
| TopTier Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | Apr 14, 2026 |
| TFC Financial Management, Inc. | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | Apr 23, 2026 |
| Dunhill Financial, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8 | 0 | — | 0.0% | — | +1 | 14.29% | Q1 2026 | May 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 15, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Legacy Bridge, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Hurley Capital, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Red Tortoise LLC | History | No change | 7 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fortitude Family Office, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Kingdom Financial Group LLC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Clayton Financial Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |