PACCAR INC - PCAR
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 | 63,475,226 | 6,951,172 | 0.1% | 0.1% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 36,775,842 | 4,247,609 | 0.07% | 0.07% | 2 | +8,157 | 0.02% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 34,155,507 | 3,944,961 | 0.1% | — | 3 | +34,155,507 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 24,391,537 | 2,817,222 | 0.15% | — | 4 | +24,391,537 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 22,665,144 | 2,617,824 | 0.09% | 0.08% | 5 | +167,947 | 0.75% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 18,499,277 | 2,136,666 | 0.4% | 0.44% | 6 | -4,478,279 | -19.49% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 15,432,666 | 1,782,472 | 0.09% | 0.05% | 7 | +6,443,656 | 71.68% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 12,832,408 | 1,487,799 | 0.09% | 0.08% | 8 | +523,798 | 4.26% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 11,629,436 | 1,343,199 | 0.1% | 0.1% | 9 | -1,165,014 | -9.11% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 10,316,053 | 1,188,108 | 0.4% | 0.39% | 10 | -682,158 | -6.2% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 6,907,646 | 797,833 | 0.11% | 0.07% | 11 | +1,818,934 | 35.74% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 6,803,130 | 785,761 | 0.05% | 0.05% | 12 | -288,151 | -4.06% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 6,529,338 | 754,138 | 0.12% | 0.09% | 13 | +1,050,404 | 19.17% | Q1 2026 | May 12, 2026 |
| NORGES BANK | History | No change | 6,645,465 | 727,744 | 0.08% | 0.08% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 5,146,495 | 594,302 | 0.12% | 0.12% | 15 | -12,184 | -0.24% | Q1 2026 | May 07, 2026 |
| Fisher Asset Management, LLC | History | Added to | 5,107,003 | 589,858 | 0.2% | 0.19% | 16 | +33,842 | 0.67% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 4,909,827 | 567,085 | 0.07% | 0.06% | 17 | +553,794 | 12.71% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 4,877,226 | 563,319 | 5.15% | 0.01% | 18 | +4,867,375 | 49409.96% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,665,957 | 524,780 | 0.03% | 0.03% | 19 | +950,108 | 25.57% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,819,544 | 441,157 | 0.08% | 0.08% | 20 | -99,337 | -2.53% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 3,605,471 | 416,431 | 0.3% | 0.32% | 21 | -449,527 | -11.09% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,602,745 | 416,119 | 0.51% | 0.46% | 22 | -1,536 | -0.04% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 3,510,993 | 405,519 | 1.25% | 1.32% | 23 | -512,125 | -12.73% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,491,924 | 403,317 | 0.06% | 0.06% | 24 | +91,183 | 2.68% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,119,100 | 360,256 | 0.07% | 0.07% | 25 | +143,156 | 4.81% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 3,103,560 | 358,462 | 0.04% | 0.03% | 26 | +827,639 | 36.37% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 2,955,679 | 341,380 | 0.09% | — | 27 | +2,955,679 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,895,490 | 334,429 | 0.18% | 0.17% | 28 | -72,798 | -2.45% | Q1 2026 | May 04, 2026 |
| Legal & General Group Plc | History | Reduced | 2,873,103 | 331,843 | 0.08% | 0.07% | 29 | -71,329 | -2.42% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 2,637,438 | 304,624 | 0.05% | 0.08% | 30 | -1,911,423 | -42.02% | Q1 2026 | May 05, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,642,719 | 289,404 | 0.09% | 0.06% | 31 | +920,875 | 53.48% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Reduced | 2,357,748 | 272,319 | 0.21% | 0.23% | 32 | -420,524 | -15.14% | Q1 2026 | May 15, 2026 |
| Clarius Group, LLC | History | No change | 2,425,122 | 265,575 | 15.16% | 15.16% | 33 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 2,050,719 | 236,858 | 0.12% | 0.14% | 34 | -488,085 | -19.22% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,994,535 | 230,345 | 0.05% | 0.04% | 35 | +181,452 | 10.01% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,871,475 | 216,156 | 0.04% | 0.04% | 36 | -152,977 | -7.56% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,823,918 | 210,662 | 0.07% | 0.05% | 37 | +343,386 | 23.19% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,808,914 | 208,929 | 0.09% | 0.01% | 38 | +1,488,151 | 463.94% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 1,710,434 | 197,555 | 0.12% | 0.13% | 39 | -366,568 | -17.65% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 1,640,309 | 189,311 | 0.1% | 0.1% | 40 | -38,467 | -2.29% | Q1 2026 | Apr 30, 2026 |
| Madison Asset Management, LLC | History | Reduced | 1,585,366 | 183,109 | 2.27% | 2.87% | 41 | -697,074 | -30.54% | Q1 2026 | May 07, 2026 |
| Swiss National Bank | History | Added to | 1,541,325 | 178,023 | 0.1% | 0.09% | 42 | +102,400 | 7.12% | Q1 2026 | May 07, 2026 |
| Amundi | History | Added to | 1,531,814 | 176,924 | 0.05% | 0.03% | 43 | +454,006 | 42.12% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 1,452,380 | 167,749 | 0.14% | 0.15% | 44 | -247,500 | -14.56% | Q1 2026 | May 11, 2026 |
| Nuveen, LLC | History | Added to | 1,429,818 | 165,143 | 0.04% | 0.04% | 45 | +192,191 | 15.53% | Q1 2026 | Apr 30, 2026 |
| Corient Private Wealth LLC | History | Added to | 1,406,536 | 162,440 | 0.23% | 0.2% | 46 | +3,431 | 0.24% | Q1 2026 | May 15, 2026 |
| National Pension Service | History | Reduced | 1,345,294 | 155,381 | 0.12% | 0.12% | 47 | -127,417 | -8.65% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 1,330,051 | 153,620 | 0.1% | 0.09% | 48 | -66,099 | -4.73% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 1,312,192 | 151,558 | 0.04% | 0.05% | 49 | -590,706 | -31.04% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,303,709 | 150,578 | 0.03% | 0.02% | 50 | +55,114 | 4.41% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,288,980 | 147,575 | 0.07% | 0.07% | 51 | +71,108 | 5.84% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 1,235,308 | 142,678 | 0.1% | 0.09% | 52 | +84,032 | 7.3% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,176,262 | 135,858 | 0.07% | — | 53 | +1,176,262 | New | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 1,157,006 | 133,634 | 0.19% | 0.22% | 54 | -234,582 | -16.86% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 1,096,942 | 126,696 | 0.14% | 0.15% | 55 | -105,758 | -8.79% | Q1 2026 | May 14, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 1,048,314 | 121,080 | 0.73% | 0.78% | 56 | -205,288 | -16.38% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,047,496 | 120,985 | 0.06% | 0.08% | 57 | -522,555 | -33.28% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 1,045,288 | 120,730 | 0.1% | — | 58 | +1,045,288 | New | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,058,947 | 119,399 | 0.06% | 0.0% | 59 | +1,039,178 | 5256.6% | Q1 2026 | May 15, 2026 |
| GATES FOUNDATION TRUST | History | No change | 1,000,000 | 115,500 | 0.36% | 0.31% | 60 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 954,811 | 110,280 | 0.09% | 0.09% | 61 | -48,061 | -4.79% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 940,791 | 108,661 | 0.05% | 0.04% | 62 | +73,263 | 8.45% | Q1 2026 | May 11, 2026 |
| Capital World Investors | History | Added to | 932,910 | 107,751 | 0.01% | 0.01% | 63 | +124,119 | 15.35% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 912,155 | 105,353 | 0.16% | 0.16% | 64 | -40,887 | -4.29% | Q1 2026 | May 14, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 900,018 | 103,952 | 0.22% | 0.21% | 65 | -12,853 | -1.41% | Q1 2026 | May 01, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 832,338 | 96,135 | 0.1% | 0.09% | 66 | -18,482 | -2.17% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 793,601 | 91,660 | 1.99% | 1.97% | 67 | -15 | -0.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 791,038 | 91,364 | 0.01% | 0.01% | 68 | +273,784 | 52.93% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | New | 777,072 | 89,751 | 0.4% | — | 69 | +777,072 | New | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 813,750 | 89,113 | 0.53% | 0.53% | 70 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| WASHINGTON TRUST BANK | History | Reduced | 750,768 | 86,713 | 6.4% | 5.76% | 71 | -442 | -0.06% | Q1 2026 | May 07, 2026 |
| ProShare Advisors LLC | History | Reduced | 743,512 | 85,875 | 0.13% | 0.18% | 72 | -169,027 | -18.52% | Q1 2026 | Apr 24, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 737,149 | 85,140 | 0.12% | 0.11% | 73 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 678,756 | 78,396 | 0.38% | 0.36% | 74 | +40,068 | 6.27% | Q1 2026 | May 14, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 636,860 | 73,557 | 1.25% | 1.09% | 75 | +24,699 | 4.03% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 595,827 | 68,819 | 0.06% | 0.09% | 76 | -311,443 | -34.33% | Q1 2026 | May 14, 2026 |
| Aberdeen Group plc | History | Added to | 595,343 | 68,762 | 0.11% | 0.09% | 77 | +37,281 | 6.68% | Q1 2026 | Apr 29, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Added to | 576,791 | 66,619 | 0.19% | 0.15% | 78 | +72,057 | 14.28% | Q1 2026 | May 05, 2026 |
| Squarepoint Ops LLC | History | Added to | 574,599 | 66,366 | 0.08% | 0.0% | 79 | +553,702 | 2649.67% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 547,111 | 64,259 | 0.11% | 0.12% | 80 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | Reduced | 554,693 | 64,067 | 0.19% | 0.17% | 81 | -1 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 501,601 | 57,934 | 0.05% | 0.09% | 82 | -534,485 | -51.59% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 487,356 | 56,289 | 0.04% | 0.04% | 83 | -41,822 | -7.9% | Q1 2026 | May 15, 2026 |
| DONALDSON CAPITAL MANAGEMENT, LLC | History | Added to | 485,342 | 56,056 | 1.81% | 0.81% | 84 | +253,672 | 109.5% | Q1 2026 | Apr 30, 2026 |
| Life Cycle Investment Partners Ltd | History | Added to | 480,648 | 55,514 | 0.35% | 0.25% | 85 | +153,903 | 47.1% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 480,184 | 55,461 | 0.04% | 0.03% | 86 | -8,577 | -1.75% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 454,491 | 52,588 | 0.09% | 0.09% | 87 | +3,647 | 0.81% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 451,107 | 52,102 | 0.1% | 0.09% | 88 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AVIVA PLC | History | Added to | 447,779 | 51,718 | 0.09% | 0.08% | 89 | +13,110 | 3.02% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 433,209 | 50,073 | 0.09% | 0.07% | 90 | +18,633 | 4.49% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 432,691 | 49,975 | 0.01% | 0.02% | 91 | -37,787 | -8.03% | Q1 2026 | May 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 426,487 | 49,259 | 0.11% | 0.06% | 92 | +156,329 | 57.87% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 425,504 | 49,145 | 0.13% | 0.11% | 93 | +12,015 | 2.91% | Q1 2026 | May 11, 2026 |
| Munich Reinsurance Co Stock Corp in Munich | History | Reduced | 409,192 | 47,261 | 1.16% | 1.78% | 94 | -251,850 | -38.1% | Q1 2026 | Apr 30, 2026 |
| Vest Financial, LLC | History | Reduced | 409,136 | 47,255 | 0.57% | 0.66% | 95 | -69,562 | -14.53% | Q1 2026 | Apr 23, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 391,537 | 45,223 | 0.09% | 0.08% | 96 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ATALANTA SOSNOFF CAPITAL, LLC | History | New | 390,807 | 45,138 | 0.97% | — | 97 | +390,807 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 390,349 | 45,085 | 0.02% | 0.02% | 98 | -79,471 | -16.92% | Q1 2026 | May 13, 2026 |
| MCDANIEL TERRY & CO | History | Added to | 384,926 | 44,458 | 3.78% | 3.58% | 99 | +9,576 | 2.55% | Q1 2026 | May 05, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 381,667 | 44,082 | 0.07% | 0.06% | 100 | +68,195 | 21.75% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 375,514 | 43,371 | 0.05% | 0.08% | 101 | -233,476 | -38.34% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 370,917 | 42,840 | 1.61% | 1.35% | 102 | +10,212 | 2.83% | Q1 2026 | May 15, 2026 |
| FIDUCIENT ADVISORS LLC | History | No change | 365,929 | 42,264 | 5.52% | 5.03% | 103 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Swedbank AB | History | Reduced | 365,768 | 42,246 | 0.04% | 0.04% | 104 | -3,247 | -0.88% | Q1 2026 | Apr 29, 2026 |
| NEOS Investment Management LLC | History | Added to | 362,444 | 41,862 | 0.21% | 0.19% | 105 | +63,338 | 21.18% | Q1 2026 | May 15, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 358,763 | 41,437 | 18.28% | 18.05% | 106 | -964 | -0.27% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 356,753 | 40,914 | 0.01% | 0.01% | 107 | -3,271 | -0.91% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 349,559 | 40,368 | 0.13% | 0.13% | 108 | -19,594 | -5.31% | Q1 2026 | May 08, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 364,961 | 39,966 | 0.27% | 0.27% | 109 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 346,000 | 39,963 | 0.27% | 0.26% | 110 | -1,800 | -0.52% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 345,122 | 39,853 | 0.05% | 0.06% | 111 | -33,935 | -8.95% | Q1 2026 | May 15, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 344,799 | 39,824 | 0.34% | 0.35% | 112 | -83,779 | -19.55% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 332,328 | 39,321 | 0.08% | 0.07% | 113 | -82,519 | -19.89% | Q1 2026 | Apr 08, 2026 |
| DANSKE BANK A/S | History | Added to | 336,175 | 38,828 | 0.09% | 0.08% | 114 | +7,835 | 2.39% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 319,019 | 36,846 | 0.01% | 0.01% | 115 | -18,677 | -5.53% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 304,841 | 35,209 | 0.08% | 0.08% | 116 | -5,326 | -1.72% | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Reduced | 303,434 | 35,046 | 0.01% | 0.12% | 117 | -5,712,809 | -94.96% | Q1 2026 | May 13, 2026 |
| DnB Asset Management AS | History | Added to | 303,172 | 35,016 | 0.12% | 0.1% | 118 | +35,103 | 13.09% | Q1 2026 | May 14, 2026 |
| APG Asset Management N.V. | History | Reduced | 338,538 | 33,936 | 0.11% | 0.09% | 119 | -4,831 | -1.41% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 292,433 | 33,776 | 0.01% | 0.08% | 120 | +35,676 | 13.89% | Q1 2026 | May 04, 2026 |
| First Washington CORP | History | Reduced | 288,639 | 33,337 | 9.43% | 11.08% | 121 | -101,900 | -26.09% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 283,037 | 32,690 | 0.06% | 0.04% | 122 | +52,512 | 22.78% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 281,997 | 32,554 | 0.03% | 0.03% | 123 | -7,898 | -2.72% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 280,236 | 32,367 | 0.13% | 0.12% | 124 | +9,000 | 3.32% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 261,175 | 30,165 | 0.09% | — | 125 | +261,175 | New | Q1 2026 | May 08, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 260,686 | 30,109 | 0.09% | 0.08% | 126 | -7,456 | -2.78% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 255,732 | 29,537 | 0.04% | 0.03% | 127 | -7,814 | -2.96% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 252,459 | 29,159 | 0.05% | 0.05% | 128 | +20,743 | 8.95% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 249,041 | 28,764 | 0.08% | 0.08% | 129 | -10,814 | -4.16% | Q1 2026 | May 14, 2026 |
| Korea Investment CORP | History | Reduced | 248,507 | 28,702 | 0.06% | 0.09% | 130 | -162,370 | -39.52% | Q1 2026 | May 12, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 248,489 | 28,700 | 0.03% | — | 131 | +248,489 | New | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 240,958 | 27,830 | 0.03% | 0.03% | 132 | -8,997 | -3.6% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 233,459 | 26,964 | 0.02% | 0.01% | 133 | +176,308 | 308.5% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 231,651 | 26,755 | 0.0% | 0.01% | 134 | -414,598 | -64.15% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Reduced | 228,739 | 26,419 | 0.06% | 0.06% | 135 | -1,607 | -0.7% | Q1 2026 | May 12, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 228,351 | 26,374 | 1.63% | 1.81% | 136 | -43,289 | -15.94% | Q1 2026 | Apr 22, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 221,405 | 25,572 | 0.78% | 0.8% | 137 | -15,804 | -6.66% | Q1 2026 | Apr 27, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 220,642 | 25,484 | 0.08% | 0.08% | 138 | +4,698 | 2.18% | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 220,175 | 25,430 | 1.4% | 1.27% | 139 | +114 | 0.05% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 217,732 | 25,148 | 0.07% | 0.07% | 140 | -2,019 | -0.92% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 217,418 | 25,111 | 0.09% | 0.08% | 141 | -7,457 | -3.32% | Q1 2026 | Apr 30, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 216,431 | 24,997 | 0.06% | 0.06% | 142 | -7,389 | -3.3% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 213,345 | 24,641 | 0.08% | 0.07% | 143 | -2,485 | -1.15% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 212,724 | 24,569 | 0.05% | 0.05% | 144 | +274 | 0.13% | Q1 2026 | May 06, 2026 |
| M&T BANK CORP | History | Reduced | 211,260 | 24,396 | 0.08% | 0.08% | 145 | -17,638 | -7.71% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 210,874 | 24,355 | 0.01% | 0.02% | 146 | -185,973 | -46.86% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 207,064 | 23,915 | 0.1% | 0.01% | 147 | +172,464 | 498.45% | Q1 2026 | May 13, 2026 |
| Mn Services Vermogensbeheer B.V. | History | Added to | 205,421 | 23,726 | 0.16% | 0.14% | 148 | +1,300 | 0.64% | Q1 2026 | Apr 30, 2026 |
| Stack Financial Management, Inc | History | Reduced | 204,178 | 23,582 | 1.73% | 1.71% | 149 | -321 | -0.16% | Q1 2026 | May 04, 2026 |
| MARSHALL WACE, LLP | History | New | 204,132 | 23,577 | 0.02% | — | 150 | +204,132 | New | Q1 2026 | May 14, 2026 |
| PBU - The Pension Fund of Early Childhood & Youth Educators | History | Added to | 199,285 | 23,017 | 0.35% | 0.24% | 151 | +47,964 | 31.7% | Q1 2026 | Apr 10, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 197,950 | 22,863 | 0.04% | 0.11% | 152 | -451,248 | -69.51% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 193,833 | 22,387 | 0.02% | 0.01% | 153 | +142,933 | 280.81% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 181,908 | 21,010 | 0.03% | 0.03% | 154 | -20,186 | -9.99% | Q1 2026 | Apr 21, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 181,413 | 20,953 | 0.16% | 0.14% | 155 | +2,956 | 1.66% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 180,397 | 20,835 | 0.08% | 0.07% | 156 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 178,855 | 20,658 | 0.02% | 0.02% | 157 | -20,937 | -10.48% | Q1 2026 | May 12, 2026 |
| Distillate Capital Partners LLC | History | Added to | 177,553 | 20,507 | 1.08% | 1.0% | 158 | +191 | 0.11% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 176,106 | 20,340 | 0.03% | 0.03% | 159 | -24,070 | -12.02% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 175,992 | 20,327 | 0.02% | 0.05% | 160 | -231,204 | -56.78% | Q1 2026 | May 14, 2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | History | New | 174,000 | 20,097 | 0.71% | — | 161 | +174,000 | New | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | Reduced | 173,070 | 19,990 | 0.05% | 0.06% | 162 | -83,311 | -32.49% | Q1 2026 | May 07, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 170,919 | 19,741 | 0.03% | 0.17% | 163 | -781,582 | -82.06% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 169,153 | 19,537 | 0.05% | 0.05% | 164 | -34,947 | -17.12% | Q1 2026 | May 15, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 164,549 | 19,005 | 0.58% | 0.53% | 165 | -3,051 | -1.82% | Q1 2026 | Apr 24, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Reduced | 164,004 | 18,942 | 0.1% | 0.09% | 166 | -5,842 | -3.44% | Q1 2026 | Apr 23, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 161,966 | 18,707 | 0.1% | 0.09% | 167 | -300 | -0.18% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 161,129 | 18,610 | 0.03% | 0.01% | 168 | +124,331 | 337.87% | Q1 2026 | May 01, 2026 |
| MUFG Securities EMEA plc | History | Added to | 159,387 | 18,409 | 0.27% | 0.03% | 169 | +137,836 | 639.58% | Q1 2026 | May 11, 2026 |
| SEB Asset Management AB | History | New | 158,663 | 18,325 | 0.08% | — | 170 | +158,663 | New | Q1 2026 | May 07, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 158,864 | 18,258 | 0.09% | 0.08% | 171 | +865 | 0.55% | Q1 2026 | Apr 29, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 157,952 | 18,243 | 0.03% | 0.11% | 172 | -510,127 | -76.36% | Q1 2026 | May 15, 2026 |
| Tredje AP-fonden | History | New | 157,494 | 18,190 | 0.1% | — | 173 | +157,494 | New | Q1 2026 | May 12, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Reduced | 157,109 | 18,146 | 0.36% | 0.32% | 174 | -977 | -0.62% | Q1 2026 | Apr 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 155,853 | 18,001 | 0.01% | 0.01% | 175 | +6,329 | 4.23% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | No change | 151,336 | 17,479 | 0.06% | 0.06% | 176 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 151,147 | 17,457 | 0.11% | 0.1% | 177 | +444 | 0.29% | Q1 2026 | May 05, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 151,074 | 17,449 | 0.03% | 0.07% | 178 | -274,899 | -64.53% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 150,379 | 17,368 | 0.37% | 0.36% | 179 | -8,927 | -5.6% | Q1 2026 | May 15, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 149,046 | 17,214 | 0.49% | 0.5% | 180 | -402 | -0.27% | Q1 2026 | May 04, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 147,862 | 17,078 | 0.09% | 0.08% | 181 | +4,488 | 3.13% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 147,300 | 17,013 | 0.04% | 0.01% | 182 | +117,314 | 391.23% | Q1 2026 | May 13, 2026 |
| Varma Mutual Pension Insurance Co | History | Added to | 146,843 | 16,960 | 0.1% | 0.09% | 183 | +10,000 | 7.31% | Q1 2026 | May 05, 2026 |
| Peak Asset Management, LLC | History | Reduced | 145,740 | 16,832 | 2.97% | 2.75% | 184 | -1,992 | -1.35% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 143,896 | 16,619 | 0.1% | 0.09% | 185 | -3,965 | -2.68% | Q1 2026 | May 01, 2026 |
| Czech National Bank | History | Added to | 143,090 | 16,526 | 0.11% | 0.1% | 186 | +4,602 | 3.32% | Q1 2026 | Apr 13, 2026 |
| STRS OHIO | History | Reduced | 140,680 | 16,248 | 0.06% | 0.06% | 187 | -6,807 | -4.62% | Q1 2026 | Apr 24, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 142,522 | 16,210 | 0.02% | 0.01% | 188 | +20,071 | 16.39% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 140,015 | 16,169 | 0.02% | 0.02% | 189 | +12,124 | 9.48% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 139,771 | 16,144 | 0.02% | 0.1% | 190 | -541,120 | -79.47% | Q1 2026 | Apr 16, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 139,337 | 16,093 | 0.05% | 0.05% | 191 | +7,430 | 5.63% | Q1 2026 | May 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 136,556 | 15,772 | 0.06% | 0.06% | 192 | -20,176 | -12.87% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 136,217 | 15,733 | 0.02% | 0.02% | 193 | -12,921 | -8.66% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 134,291 | 15,510 | 0.01% | 0.01% | 194 | +9,410 | 7.54% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 134,171 | 15,496 | 0.06% | 0.06% | 195 | -29,830 | -18.19% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 133,234 | 15,388 | 0.01% | 0.01% | 196 | +4,258 | 3.3% | Q1 2026 | May 08, 2026 |
| Granite Investment Partners, LLC | History | Added to | 129,656 | 14,975 | 0.92% | 0.77% | 197 | +11,355 | 9.6% | Q1 2026 | Apr 30, 2026 |
| Aventail Capital Group, LP | History | New | 124,607 | 14,392 | 0.69% | — | 198 | +124,607 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 123,116 | 14,219 | 0.02% | — | 199 | +123,116 | New | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 122,598 | 14,160 | 0.07% | 0.07% | 200 | -3,142 | -2.5% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 122,388 | 14,135 | 0.07% | 0.07% | 201 | +223 | 0.18% | Q1 2026 | May 01, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 121,010 | 13,976 | 0.05% | 0.04% | 202 | +11,633 | 10.64% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 126,293 | 13,830 | 0.06% | 0.06% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ethic Inc. | History | Added to | 118,769 | 13,717 | 0.21% | 0.19% | 204 | +5,156 | 4.54% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 116,606 | 13,467 | 0.01% | 0.01% | 205 | +25,273 | 27.67% | Q1 2026 | May 12, 2026 |
| Voleon Capital Management LP | History | Added to | 112,394 | 12,981 | 0.28% | 0.2% | 206 | +28,130 | 33.38% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Reduced | 111,574 | 12,886 | 0.04% | 0.04% | 207 | -156 | -0.14% | Q1 2026 | Apr 24, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 111,314 | 12,856 | 2.21% | 2.16% | 208 | -172 | -0.15% | Q1 2026 | May 12, 2026 |
| Wealthfront Advisers LLC | History | Added to | 110,058 | 12,711 | 0.03% | 0.03% | 209 | +1,480 | 1.36% | Q1 2026 | May 05, 2026 |
| Paradiem, LLC | History | Reduced | 109,870 | 12,689 | 2.8% | 2.99% | 210 | -4,338 | -3.8% | Q1 2026 | May 04, 2026 |
| J. Goldman & Co LP | History | New | 108,840 | 12,571 | 0.37% | — | 211 | +108,840 | New | Q1 2026 | May 15, 2026 |
| AIA Group Ltd | History | Added to | 108,600 | 12,543 | 0.18% | 0.15% | 212 | +15,800 | 17.03% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Reduced | 107,817 | 12,452 | 0.02% | 0.02% | 213 | -2,304 | -2.09% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 107,629 | 12,431 | 0.21% | 0.21% | 214 | -3,154 | -2.85% | Q1 2026 | Apr 15, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | Added to | 106,481 | 12,299 | 0.1% | 0.08% | 215 | +18,481 | 21.0% | Q1 2026 | May 12, 2026 |
| Rakuten Investment Management, Inc. | History | Added to | 109,034 | 12,263 | 0.02% | 0.04% | 216 | +11,599 | 11.9% | Q1 2026 | May 12, 2026 |
| Night Squared LP | History | New | 104,756 | 12,099 | 1.78% | — | 217 | +104,756 | New | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Reduced | 104,264 | 12,042 | 0.46% | 0.64% | 218 | -41,192 | -28.32% | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 104,064 | 12,019 | 0.02% | — | 219 | +104,064 | New | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 102,423 | 11,829 | 0.06% | 0.05% | 220 | +24,522 | 31.48% | Q1 2026 | May 13, 2026 |
| IFM Investors Pty Ltd | History | Added to | 101,367 | 11,707 | 0.1% | 0.08% | 221 | +9,850 | 10.76% | Q1 2026 | Apr 23, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 101,367 | 11,707 | 0.02% | 0.02% | 222 | +5,748 | 6.01% | Q1 2026 | May 14, 2026 |
| FORSTA AP-FONDEN | History | No change | 105,400 | 11,542 | 0.07% | 0.07% | 223 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Empowered Funds, LLC | History | New | 99,442 | 11,485 | 0.07% | — | 224 | +99,442 | New | Q1 2026 | May 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 99,251 | 11,463 | 0.11% | 0.1% | 225 | -5,321 | -5.09% | Q1 2026 | May 08, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 99,206 | 11,458 | 0.08% | 0.0% | 226 | +99,194 | 826616.67% | Q1 2026 | May 13, 2026 |
| ASR Vermogensbeheer N.V. | History | Added to | 98,825 | 11,414 | 0.13% | 0.12% | 227 | +1,870 | 1.93% | Q1 2026 | Apr 30, 2026 |
| Handelsbanken Fonder AB | History | Added to | 98,711 | 11,401 | 0.04% | 0.03% | 228 | +1,934 | 2.0% | Q1 2026 | Apr 28, 2026 |
| Allianz Asset Management GmbH | History | Added to | 98,648 | 11,393 | 0.01% | 0.01% | 229 | +1,077 | 1.1% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 96,583 | 11,155 | 0.09% | 0.08% | 230 | -1,781 | -1.81% | Q1 2026 | May 08, 2026 |
| Kinsale Capital Group, Inc. | History | Added to | 93,821 | 10,836 | 1.74% | 1.61% | 231 | +5,275 | 5.96% | Q1 2026 | May 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 93,790 | 10,833 | 0.02% | 0.02% | 232 | -11,520 | -10.94% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 98,568 | 10,794 | 0.05% | 0.05% | 233 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| XPONANCE LLC | History | Added to | 92,561 | 10,690 | 0.08% | 0.07% | 234 | +12,103 | 15.04% | Q1 2026 | May 13, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | New | 91,100 | 10,522 | 0.06% | — | 235 | +91,100 | New | Q1 2026 | Apr 27, 2026 |
| London & Capital Asset Management Ltd | History | Added to | 88,397 | 10,208 | 0.11% | 0.1% | 236 | +400 | 0.45% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 84,728 | 9,786 | 0.03% | 0.03% | 237 | +16,432 | 24.06% | Q1 2026 | May 13, 2026 |
| Utah Retirement Systems | History | Reduced | 83,775 | 9,676 | 0.1% | 0.09% | 238 | -1,391 | -1.63% | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | Added to | 85,799 | 9,649 | 0.09% | 0.08% | 239 | +5,531 | 6.89% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 83,175 | 9,606 | 0.0% | 0.0% | 240 | +2,627 | 3.26% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 80,455 | 9,292 | 0.0% | 0.0% | 241 | -85,190 | -51.43% | Q1 2026 | May 12, 2026 |
| Danica Pension, Livsforsikringsaktieselskab | History | New | 80,287 | 9,273 | 0.17% | — | 242 | +80,287 | New | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 79,987 | 9,238 | 0.09% | 0.08% | 243 | +452 | 0.57% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 79,539 | 9,186 | 0.08% | 0.07% | 244 | +120 | 0.15% | Q1 2026 | Apr 29, 2026 |
| Channing Capital Management, LLC | History | Reduced | 79,505 | 9,182 | 0.24% | 0.25% | 245 | -9,388 | -10.56% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 76,030 | 8,781 | 0.03% | 0.03% | 246 | +3,299 | 4.54% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 74,381 | 8,591 | 0.07% | 0.06% | 247 | +1,025 | 1.4% | Q1 2026 | Apr 24, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 72,906 | 8,420 | 0.07% | 0.07% | 248 | +971 | 1.35% | Q1 2026 | May 07, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 72,382 | 8,360 | 0.05% | 0.05% | 249 | -20,791 | -22.31% | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 71,200 | 8,223 | 0.14% | 0.14% | 250 | -3,421 | -4.58% | Q1 2026 | May 15, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 71,061 | 8,207 | 0.14% | 0.06% | 251 | +32,925 | 86.34% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 70,525 | 8,145 | 0.34% | 0.31% | 252 | +658 | 0.94% | Q1 2026 | Apr 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 70,377 | 8,128 | 0.14% | 0.08% | 253 | +25,003 | 55.1% | Q1 2026 | Apr 21, 2026 |
| Lifeworks Advisors, LLC | History | Reduced | 69,282 | 8,002 | 1.03% | 1.07% | 254 | -6,129 | -8.13% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 67,487 | 7,795 | 0.03% | 0.03% | 255 | -11 | -0.02% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 67,437 | 7,789 | 0.08% | 0.11% | 256 | -26,744 | -28.4% | Q1 2026 | Apr 27, 2026 |
| USS Investment Management Ltd | History | Added to | 67,303 | 7,772 | 0.03% | 0.03% | 257 | +3,718 | 5.85% | Q1 2026 | Apr 24, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 65,689 | 7,587 | 0.43% | — | 258 | +65,689 | New | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 65,001 | 7,507 | 0.14% | 0.11% | 259 | +18,587 | 40.05% | Q1 2026 | Apr 27, 2026 |
| Eliot Finkel Investment Counsel, LLC | History | Reduced | 64,954 | 7,502 | 4.08% | 4.37% | 260 | -210 | -0.32% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 64,345 | 7,431 | 0.08% | 0.18% | 261 | -67,634 | -51.25% | Q1 2026 | Apr 23, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 63,701 | 7,357 | 0.38% | 0.43% | 262 | -9,761 | -13.29% | Q1 2026 | Apr 21, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 63,381 | 7,320 | 0.16% | 0.13% | 263 | +8,494 | 15.48% | Q1 2026 | May 15, 2026 |
| iA Global Asset Management Inc. | History | Reduced | 63,126 | 7,291 | 0.1% | 0.09% | 264 | -2,166 | -3.32% | Q1 2026 | Apr 23, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 62,776 | 7,250 | 0.01% | 0.01% | 265 | +461 | 0.74% | Q1 2026 | Apr 27, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 62,314 | 7,196 | 0.0% | 0.0% | 266 | -3,119 | -4.77% | Q1 2026 | May 18, 2026 |
| Heritage Trust Co | History | Reduced | 62,223 | 7,186 | 0.72% | 0.7% | 267 | -213 | -0.34% | Q1 2026 | May 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 61,300 | 7,080 | 0.12% | 0.12% | 268 | -600 | -0.97% | Q1 2026 | Apr 20, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 61,230 | 7,072 | 0.15% | 0.14% | 269 | -1,714 | -2.72% | Q1 2026 | May 15, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 60,671 | 7,007 | 0.73% | 0.77% | 270 | -2,952 | -4.64% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 60,259 | 6,959 | 0.01% | 0.01% | 272 | -12,882 | -17.61% | Q1 2026 | May 13, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Added to | 60,251 | 6,959 | 0.47% | 0.43% | 271 | +2,541 | 4.4% | Q1 2026 | May 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 60,100 | 6,941 | 0.09% | 0.08% | 273 | -53 | -0.09% | Q1 2026 | Apr 29, 2026 |
| Neuberger Berman Group LLC | History | Added to | 59,585 | 6,930 | 0.01% | 0.0% | 274 | +7,658 | 14.75% | Q1 2026 | May 14, 2026 |
| Oliver Luxxe Assets LLC | History | New | 59,263 | 6,844 | 1.02% | — | 275 | +59,263 | New | Q1 2026 | Apr 08, 2026 |
| Candriam S.C.A. | History | Added to | 58,695 | 6,779 | 0.04% | 0.02% | 276 | +20,478 | 53.58% | Q1 2026 | Apr 30, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 58,579 | 6,765 | 0.08% | 0.08% | 277 | -3,119 | -5.06% | Q1 2026 | Apr 24, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 57,924 | 6,690 | 0.04% | 0.04% | 278 | +274 | 0.48% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 55,899 | 6,456 | 0.07% | 0.06% | 279 | -511 | -0.91% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | Added to | 55,884 | 6,454 | 0.01% | 0.01% | 280 | +8,309 | 17.47% | Q1 2026 | May 05, 2026 |
| AMJ Financial Wealth Management | History | Added to | 55,307 | 6,387 | 1.51% | 1.23% | 281 | +7,812 | 16.45% | Q1 2026 | May 08, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 55,232 | 6,379 | 0.09% | 0.09% | 282 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 55,055 | 6,358 | 0.09% | 0.09% | 283 | -1,100 | -1.96% | Q1 2026 | May 12, 2026 |
| QV Investors Inc. | History | Reduced | 55,050 | 6,358 | 0.51% | 0.5% | 284 | -980 | -1.75% | Q1 2026 | Apr 22, 2026 |
| Inspire Investing, LLC | History | Reduced | 54,681 | 6,315 | 0.52% | 0.56% | 285 | -2,316 | -4.06% | Q1 2026 | Apr 23, 2026 |
| Hudson Capital Management LLC | History | Added to | 54,496 | 6,294 | 1.63% | 1.43% | 286 | +2,581 | 4.97% | Q1 2026 | Apr 13, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 54,449 | 6,288 | 0.04% | 0.03% | 287 | -16,542 | -23.3% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 54,349 | 6,277 | 0.05% | 0.05% | 288 | +550 | 1.02% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | New | 54,084 | 6,246 | 0.18% | — | 289 | +54,084 | New | Q1 2026 | May 15, 2026 |
| Norinchukin Bank, The | History | Added to | 53,964 | 6,232 | 0.07% | 0.07% | 290 | +1,842 | 3.53% | Q1 2026 | May 15, 2026 |
| OP Asset Management Ltd | History | Reduced | 53,054 | 6,127 | 0.08% | 0.07% | 291 | -3,975 | -6.97% | Q1 2026 | Apr 10, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 52,868 | 6,106 | 0.0% | 0.0% | 292 | +868 | 1.67% | Q1 2026 | May 07, 2026 |
| ALLSTATE CORP | History | Added to | 52,505 | 6,064 | 0.06% | 0.06% | 293 | +14,282 | 37.36% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 52,423 | 6,054 | 0.07% | 0.06% | 294 | +10 | 0.02% | Q1 2026 | Apr 20, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 52,252 | 6,035 | 0.05% | 0.06% | 295 | -13,106 | -20.05% | Q1 2026 | May 01, 2026 |
| Lombard Odier Asset Management (Switzerland) SA | History | Added to | 51,319 | 5,927 | 0.23% | 0.15% | 296 | +18,119 | 54.58% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 50,323 | 5,812 | 0.05% | 0.05% | 297 | -10,233 | -16.9% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Reduced | 49,098 | 5,670 | 0.04% | 0.04% | 298 | -3,710 | -7.03% | Q1 2026 | Apr 27, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 48,372 | 5,586 | 0.04% | 0.03% | 299 | +8,510 | 21.35% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 47,967 | 5,540 | 0.01% | 0.01% | 300 | +653 | 1.38% | Q1 2026 | May 14, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 47,770 | 5,517 | 0.08% | 0.08% | 301 | -2,548 | -5.06% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 47,428 | 5,477 | 0.03% | 0.02% | 302 | -14,203 | -23.05% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 46,331 | 5,351 | 0.01% | 0.01% | 303 | +14,578 | 45.91% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 46,066 | 5,320 | 0.07% | 0.06% | 304 | +3,328 | 7.79% | Q1 2026 | May 08, 2026 |
| UniSuper Management Pty Ltd | History | Reduced | 45,759 | 5,285 | 0.03% | 0.03% | 305 | -567 | -1.22% | Q1 2026 | May 11, 2026 |
| JLB & ASSOCIATES INC | History | Reduced | 45,235 | 5,224 | 0.75% | 0.69% | 306 | -1,770 | -3.77% | Q1 2026 | May 04, 2026 |
| Investment Management Corp of Ontario | History | Added to | 45,114 | 5,210 | 0.07% | 0.06% | 307 | +2,000 | 4.64% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 43,961 | 5,077 | 0.01% | 0.01% | 308 | -4,397 | -9.09% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 43,617 | 5,037 | 0.03% | 0.02% | 309 | +6,676 | 18.07% | Q1 2026 | May 13, 2026 |
| FORA Capital, LLC | History | Added to | 42,472 | 4,904 | 0.36% | 0.53% | 310 | +2,773 | 6.99% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 42,351 | 4,891 | 0.01% | 0.0% | 311 | +32,951 | 350.54% | Q1 2026 | May 15, 2026 |
| Hi-Line Capital Management, LLC | History | Reduced | 42,014 | 4,852 | 1.52% | 1.55% | 312 | -59 | -0.14% | Q1 2026 | Apr 27, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 41,700 | 4,816 | 0.01% | 0.01% | 313 | +2,900 | 7.47% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 41,108 | 4,748 | 0.04% | 0.03% | 314 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 40,830 | 4,717 | 0.01% | 0.01% | 315 | +3,815 | 10.31% | Q1 2026 | May 15, 2026 |
| Gulf International Bank (UK) Ltd | History | Added to | 40,663 | 4,697 | 0.11% | 0.09% | 316 | +14,461 | 55.19% | Q1 2026 | May 11, 2026 |
| NWAM LLC | History | Added to | 40,359 | 4,661 | 0.27% | 0.26% | 317 | +2,481 | 6.55% | Q1 2026 | May 04, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 39,473 | 4,559 | 0.01% | 0.0% | 318 | +25,650 | 185.56% | Q1 2026 | Apr 20, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 38,844 | 4,486 | 0.19% | 0.16% | 319 | -370 | -0.94% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 38,685 | 4,470 | 0.02% | 0.02% | 320 | -5,032 | -11.51% | Q1 2026 | May 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 38,693 | 4,469 | 0.16% | 0.15% | 321 | -7,411 | -16.07% | Q1 2026 | Apr 24, 2026 |
| ENDEAVOR PRIVATE WEALTH, INC. | History | Reduced | 38,511 | 4,448 | 1.28% | 1.23% | 322 | -147 | -0.38% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 36,686 | 4,237 | 0.01% | 0.01% | 323 | +1,791 | 5.13% | Q1 2026 | May 15, 2026 |
| BAKER BOYER NATIONAL BANK | History | No change | 36,506 | 4,216 | 1.27% | 1.21% | 324 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Watchman Group, Inc. | History | Reduced | 36,118 | 4,171 | 1.01% | 1.0% | 325 | -2,149 | -5.62% | Q1 2026 | Apr 20, 2026 |
| Walleye Trading LLC | History | Reduced | 36,028 | 4,161 | 0.01% | 0.04% | 326 | -197,472 | -84.57% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Reduced | 35,835 | 4,138 | 0.06% | 0.06% | 327 | -2,456 | -6.41% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 35,627 | 4,102 | 0.05% | 0.05% | 328 | +931 | 2.68% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Added to | 35,174 | 4,062 | 0.13% | 0.01% | 329 | +31,431 | 839.73% | Q1 2026 | May 18, 2026 |
| HRT FINANCIAL LP | History | New | 34,109 | 3,939 | 0.01% | — | 330 | +34,109 | New | Q1 2026 | May 14, 2026 |
| Lakeside Advisors, INC. | History | Reduced | 33,950 | 3,921 | 2.62% | 2.38% | 331 | -103 | -0.3% | Q1 2026 | Apr 30, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 33,732 | 3,896 | 0.05% | 0.05% | 332 | +3,186 | 10.43% | Q1 2026 | May 12, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | Reduced | 32,980 | 3,809 | 2.1% | 2.03% | 333 | -60 | -0.18% | Q1 2026 | Apr 29, 2026 |
| Cairn Investment Group, Inc. | History | Reduced | 32,304 | 3,731 | 1.85% | 1.69% | 334 | -232 | -0.71% | Q1 2026 | Apr 29, 2026 |
| MIZUHO SECURITIES USA LLC | History | Reduced | 31,763 | 3,668 | 0.09% | 0.07% | 335 | -6,479 | -16.94% | Q1 2026 | May 11, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 31,640 | 3,654 | 0.04% | 0.03% | 336 | -607 | -1.88% | Q1 2026 | May 14, 2026 |
| Osmosis Investment Management UK Ltd | History | Added to | 31,292 | 3,614 | 0.1% | 0.01% | 337 | +27,795 | 794.82% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 31,195 | 3,603 | 0.27% | — | 338 | +31,195 | New | Q1 2026 | Apr 28, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 31,042 | 3,585 | 1.61% | 1.45% | 339 | -245 | -0.78% | Q1 2026 | Apr 28, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 31,003 | 3,580 | 0.13% | 0.15% | 340 | -5,395 | -14.82% | Q1 2026 | May 07, 2026 |
| Graham Capital Management, L.P. | History | New | 30,884 | 3,567 | 0.09% | — | 341 | +30,884 | New | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 30,011 | 3,466 | 0.01% | 0.01% | 342 | +144 | 0.48% | Q1 2026 | May 13, 2026 |
| HARTFORD INVESTMENT MANAGEMENT CO | History | Reduced | 29,973 | 3,461 | 0.11% | 0.1% | 343 | -250 | -0.83% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 29,853 | 3,447 | 0.02% | 0.02% | 344 | -1,120 | -3.62% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 31,136 | 3,409 | 0.6% | 0.6% | 345 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Woodline Partners LP | History | Reduced | 29,484 | 3,405 | 0.01% | 0.11% | 346 | -229,695 | -88.62% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 29,438 | 3,400 | 0.01% | 0.01% | 347 | -6,572 | -18.25% | Q1 2026 | Apr 22, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 29,376 | 3,392 | 0.42% | 0.23% | 348 | +12,655 | 75.68% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 29,356 | 3,390 | 0.05% | 0.05% | 349 | -152 | -0.52% | Q1 2026 | May 11, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 29,250 | 3,378 | 0.1% | 0.05% | 350 | +15,007 | 105.36% | Q1 2026 | Apr 16, 2026 |
| Generali Asset Management SPA SGR | History | Added to | 29,166 | 3,368 | 0.07% | 0.04% | 351 | +10,316 | 54.73% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 29,073 | 3,357 | 0.01% | 0.01% | 352 | +3,968 | 15.81% | Q1 2026 | Apr 30, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | Added to | 29,031 | 3,353 | 0.1% | 0.07% | 353 | +425 | 1.49% | Q1 2026 | Apr 09, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 28,591 | 3,302 | 0.0% | 0.0% | 354 | +20,731 | 263.75% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 28,378 | 3,277 | 0.02% | 0.02% | 355 | +494 | 1.77% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Reduced | 28,307 | 3,272 | 0.02% | 0.02% | 356 | -2,603 | -8.42% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 28,170 | 3,253 | 0.05% | 0.03% | 357 | +10,158 | 56.4% | Q1 2026 | May 12, 2026 |
| KILEY JUERGENS WEALTH MANAGEMENT, LLC | History | Reduced | 28,022 | 3,236 | 0.57% | 0.67% | 358 | -111 | -0.39% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 27,194 | 3,140 | 1.71% | 1.82% | 359 | -3,695 | -11.96% | Q1 2026 | Apr 23, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 27,110 | 3,131 | 0.21% | 0.19% | 360 | +11 | 0.04% | Q1 2026 | Apr 29, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 26,220 | 3,028 | 0.07% | 0.07% | 361 | -8,410 | -24.29% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 25,695 | 3,023 | 0.01% | 0.0% | 362 | +580 | 2.31% | Q1 2026 | May 05, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 25,907 | 2,992 | 0.06% | 0.06% | 363 | +419 | 1.64% | Q1 2026 | May 04, 2026 |
| UMB Bank, n.a. | History | Reduced | 25,860 | 2,986 | 0.04% | 0.04% | 364 | -41 | -0.16% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 25,726 | 2,971 | 0.22% | 0.28% | 365 | -2,284 | -8.15% | Q1 2026 | May 19, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 25,188 | 2,909 | 0.02% | 0.01% | 366 | +3,399 | 15.6% | Q1 2026 | May 15, 2026 |
| Applied Capital LLC/FL | History | Reduced | 24,924 | 2,878 | 1.36% | 1.67% | 367 | -800 | -3.11% | Q1 2026 | May 07, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 24,771 | 2,861 | 0.01% | 0.01% | 368 | +5,226 | 26.74% | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | Added to | 24,408 | 2,819 | 0.02% | 0.02% | 369 | +89 | 0.37% | Q1 2026 | Apr 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 24,275 | 2,803 | 0.01% | 0.01% | 370 | +410 | 1.72% | Q1 2026 | Apr 24, 2026 |
| one8zero8, LLC | History | Reduced | 24,031 | 2,775 | 0.62% | 0.61% | 371 | -1,632 | -6.36% | Q1 2026 | May 07, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 23,879 | 2,758 | 0.08% | 0.08% | 372 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 23,688 | 2,735 | 0.08% | 0.08% | 373 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 23,621 | 2,728 | 0.01% | 0.0% | 374 | +8,061 | 51.81% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 23,565 | 2,721 | 0.03% | 0.04% | 375 | -1,680 | -6.65% | Q1 2026 | Apr 23, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 23,536 | 2,718 | 0.01% | 0.01% | 376 | -303 | -1.27% | Q1 2026 | May 13, 2026 |
| ALLIANZ SE | History | No change | 23,502 | 2,714 | 0.03% | 0.03% | 377 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 22,801 | 2,633 | 0.01% | 0.01% | 378 | -11,449 | -33.43% | Q1 2026 | May 04, 2026 |
| AG2R LA MONDIALE GESTION D'ACTIFS | History | Added to | 22,710 | 2,623 | 0.12% | 0.11% | 379 | +301 | 1.34% | Q1 2026 | May 12, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 22,595 | 2,609 | 0.02% | 0.02% | 380 | -387 | -1.68% | Q1 2026 | May 11, 2026 |
| Mediolanum International Funds Ltd | History | Reduced | 23,087 | 2,596 | 0.03% | 0.23% | 381 | -183,185 | -88.81% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL PLC | History | Reduced | 22,450 | 2,592 | 0.02% | 0.02% | 382 | -6,118 | -21.42% | Q1 2026 | May 13, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 22,419 | 2,589 | 0.17% | 2.3% | 383 | -296,132 | -92.96% | Q1 2026 | Apr 22, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 22,269 | 2,572 | 0.03% | 0.02% | 384 | -340 | -1.5% | Q1 2026 | May 08, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 22,155 | 2,558 | 0.01% | 0.02% | 385 | -6,241 | -21.98% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 21,966 | 2,537 | 0.0% | 0.0% | 386 | -4,154 | -15.9% | Q1 2026 | Apr 27, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 21,877 | 2,526 | 0.01% | 0.01% | 387 | -42,343 | -65.93% | Q1 2026 | May 15, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 21,848 | 2,523 | 1.49% | 1.42% | 388 | -197 | -0.89% | Q1 2026 | Apr 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 21,792 | 2,517 | 0.01% | 0.01% | 389 | -1,330 | -5.75% | Q1 2026 | Apr 30, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 21,631 | 2,498 | 0.08% | 0.02% | 390 | +14,061 | 185.75% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 21,265 | 2,456 | 0.01% | 0.01% | 391 | -1,351 | -5.97% | Q1 2026 | May 08, 2026 |
| Highview Capital Management LLC/DE/ | History | Added to | 21,156 | 2,443 | 0.89% | 0.61% | 392 | +5,414 | 34.39% | Q1 2026 | May 08, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 21,098 | 2,437 | 0.0% | 0.0% | 393 | -26,999 | -56.13% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 21,033 | 2,429 | 0.06% | 0.11% | 394 | -19,192 | -47.71% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 20,859 | 2,409 | 0.0% | 0.0% | 395 | -34 | -0.16% | Q1 2026 | May 01, 2026 |
| Vident Advisory, LLC | History | Added to | 20,818 | 2,404 | 0.02% | 0.02% | 396 | +4,888 | 30.68% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Added to | 20,589 | 2,378 | 0.03% | 0.01% | 397 | +12,366 | 150.38% | Q1 2026 | May 14, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Added to | 20,071 | 2,318 | 0.08% | 0.07% | 398 | +1,933 | 10.66% | Q1 2026 | May 13, 2026 |
| Saudi Central Bank | History | New | 19,386 | 2,239 | 0.05% | — | 399 | +19,386 | New | Q1 2026 | May 15, 2026 |
| Dai-ichi Life Insurance Company, Ltd | History | Reduced | 19,296 | 2,228 | 0.06% | 0.06% | 400 | -405 | -2.06% | Q1 2026 | May 14, 2026 |
| HWG Holdings LP | History | New | 19,114 | 2,207 | 0.57% | — | 401 | +19,114 | New | Q1 2026 | May 06, 2026 |
| Integrated Advisors Network LLC | History | Added to | 18,993 | 2,193 | 0.12% | 0.02% | 402 | +14,298 | 304.54% | Q1 2026 | Apr 28, 2026 |
| South Dakota Investment Council | History | No change | 18,914 | 2,185 | 0.04% | 0.04% | 403 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| E Fund Management Co., Ltd. | History | New | 18,735 | 2,163 | 0.06% | — | 404 | +18,735 | New | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 18,204 | 2,141 | 0.02% | 0.02% | 405 | +936 | 5.42% | Q1 2026 | Apr 07, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 18,460 | 2,132 | 0.04% | 0.04% | 406 | -2,874 | -13.47% | Q1 2026 | May 01, 2026 |
| Aspire Capital Advisors LLC | History | Reduced | 18,437 | 2,129 | 0.48% | 0.48% | 407 | -124 | -0.67% | Q1 2026 | Apr 22, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 18,359 | 2,120 | 0.03% | 0.04% | 409 | -767 | -4.01% | Q1 2026 | Apr 22, 2026 |
| Lester Murray Antman dba SimplyRich | History | Added to | 18,359 | 2,120 | 0.54% | 0.51% | 408 | +396 | 2.2% | Q1 2026 | May 01, 2026 |
| BESSEMER GROUP INC | History | Added to | 18,337 | 2,119 | 0.0% | 0.0% | 410 | +3,031 | 19.8% | Q1 2026 | May 06, 2026 |
| Matrix Trust Co | History | Added to | 18,191 | 2,101 | 0.35% | 0.18% | 411 | +8,488 | 87.48% | Q1 2026 | Apr 09, 2026 |
| E. Ohman J:or Asset Management AB | History | Added to | 17,929 | 2,070 | 0.05% | 0.04% | 412 | +1,200 | 7.17% | Q1 2026 | Apr 16, 2026 |
| Quantitative Investment Management, LLC | History | New | 17,717 | 2,046 | 0.21% | — | 413 | +17,717 | New | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 17,262 | 2,042 | 0.02% | 0.02% | 414 | +75 | 0.44% | Q1 2026 | Apr 28, 2026 |
| Empirical Finance, LLC | History | Reduced | 17,610 | 2,033 | 0.1% | 0.09% | 415 | -28 | -0.16% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 17,543 | 2,026 | 0.01% | 0.01% | 416 | -1,267 | -6.74% | Q1 2026 | May 08, 2026 |
| Harfst & Associates, Inc. | History | Added to | 17,409 | 2,010 | 0.36% | 0.32% | 417 | +1,209 | 7.46% | Q1 2026 | May 12, 2026 |
| Alliance Wealth Strategies, LLC d/b/a Brown Edwards Wealth Strategies | History | No change | 17,364 | 2,005 | 1.8% | 1.78% | 418 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Insight Inv LLC | History | Added to | 17,233 | 1,990 | 1.09% | 1.05% | 419 | +50 | 0.29% | Q1 2026 | Apr 27, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 17,189 | 1,985 | 0.21% | 0.19% | 420 | +237 | 1.4% | Q1 2026 | May 07, 2026 |
| Arjuna Capital | History | Added to | 17,096 | 1,974 | 0.5% | 0.45% | 421 | +250 | 1.48% | Q1 2026 | May 06, 2026 |
| Caprock Group, LLC | History | Reduced | 17,036 | 1,967 | 0.05% | 0.07% | 422 | -11,087 | -39.42% | Q1 2026 | May 11, 2026 |
| Savant Capital, LLC | History | Added to | 16,963 | 1,959 | 0.01% | 0.01% | 423 | +1,644 | 10.73% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 16,949 | 1,958 | 0.02% | 0.02% | 424 | -2,328 | -12.08% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 16,812 | 1,941 | 0.03% | 0.02% | 425 | +31 | 0.18% | Q1 2026 | May 08, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 16,510 | 1,906 | 0.02% | 0.02% | 426 | +1,442 | 9.57% | Q1 2026 | May 15, 2026 |
| AGP FRANKLIN, LLC | History | Reduced | 16,182 | 1,869 | 0.93% | 0.98% | 427 | -2,989 | -15.59% | Q1 2026 | Apr 17, 2026 |
| Summit Financial, LLC | History | Added to | 16,143 | 1,864 | 0.02% | 0.0% | 428 | +13,988 | 649.1% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 16,127 | 1,862 | 0.01% | 0.01% | 429 | -31 | -0.19% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 16,066 | 1,855 | 0.06% | 0.05% | 430 | +313 | 1.99% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 15,970 | 1,844 | 0.18% | 0.01% | 431 | +15,554 | 3738.94% | Q1 2026 | Apr 06, 2026 |
| Mutual Advisors, LLC | History | Reduced | 15,816 | 1,826 | 0.04% | 0.04% | 432 | -274 | -1.7% | Q1 2026 | May 01, 2026 |
| RAM Investment Partners, LLC | History | Added to | 15,726 | 1,816 | 0.32% | 0.3% | 433 | +344 | 2.24% | Q1 2026 | May 04, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 15,718 | 1,815 | 0.01% | 0.01% | 434 | -2,070 | -11.64% | Q1 2026 | May 14, 2026 |
| Kennondale Capital Management LLC | History | No change | 15,601 | 1,801 | 1.3% | 1.26% | 435 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 15,505 | 1,790 | 0.07% | 0.07% | 436 | +793 | 5.39% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Reduced | 15,138 | 1,748 | 0.02% | 0.02% | 437 | -584 | -3.71% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 15,011 | 1,733 | 0.01% | 0.01% | 438 | +233 | 1.58% | Q1 2026 | Apr 30, 2026 |
| Kentucky Retirement Systems | History | Reduced | 29,234 | 1,730 | 0.13% | 0.1% | 439 | -3,123 | -9.65% | Q1 2026 | May 19, 2026 |
| Metis Global Partners, LLC | History | Reduced | 14,938 | 1,725 | 0.04% | 0.04% | 440 | -1,704 | -10.24% | Q1 2026 | May 07, 2026 |
| North Dakota State Investment Board | History | Reduced | 14,929 | 1,724 | 0.07% | 0.07% | 441 | -2,737 | -15.49% | Q1 2026 | May 08, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 14,850 | 1,715 | 0.1% | 0.1% | 442 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| China Universal Asset Management Co., Ltd. | History | Reduced | 14,794 | 1,708 | 0.13% | 0.13% | 443 | -69 | -0.46% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 15,446 | 1,691 | 0.03% | 0.03% | 444 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Net Worth Advisory Group | History | Added to | 14,639 | 1,690 | 0.35% | 0.32% | 445 | +106 | 0.73% | Q1 2026 | May 05, 2026 |
| Columbia Bank | History | No change | 14,562 | 1,681 | 0.48% | 0.44% | 446 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MUFG SECURITIES AMERICAS INC. | History | Added to | 14,538 | 1,679 | 0.11% | 0.1% | 447 | +389 | 2.75% | Q1 2026 | May 11, 2026 |
| SIGNET FINANCIAL MANAGEMENT, LLC | History | Reduced | 14,272 | 1,648 | 0.18% | 0.18% | 448 | -594 | -4.0% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,263 | 1,647 | 0.05% | 0.05% | 449 | +60 | 0.42% | Q1 2026 | Apr 21, 2026 |
| Havemeyer Place LP | History | Added to | 14,235 | 1,644 | 0.19% | 0.0% | 450 | +14,032 | 6912.32% | Q1 2026 | May 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 14,181 | 1,637 | 0.06% | 0.06% | 451 | -100 | -0.7% | Q1 2026 | May 01, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 14,166 | 1,636 | 0.02% | 0.02% | 452 | -2,001 | -12.38% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 14,065 | 1,624 | 0.01% | 0.01% | 453 | +583 | 4.32% | Q1 2026 | May 26, 2026 |
| Raiffeisen Bank International AG | History | Added to | 14,406 | 1,620 | 0.02% | 0.0% | 454 | +10,920 | 313.25% | Q1 2026 | Apr 24, 2026 |
| PKO Investment Management Joint-Stock Co | History | No change | 14,000 | 1,617 | 0.14% | 0.12% | 455 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 13,800 | 1,593 | 0.01% | 0.04% | 456 | -118,522 | -89.57% | Q1 2026 | May 14, 2026 |
| Wayfinding Financial, LLC | History | Added to | 13,731 | 1,585 | 0.69% | 0.64% | 457 | +18 | 0.13% | Q1 2026 | May 12, 2026 |
| Kentucky Retirement Systems Insurance Trust Fund | History | No change | 13,563 | 1,566 | 0.11% | 0.1% | 458 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| GAMMA Investing LLC | History | Added to | 13,483 | 1,557 | 0.07% | 0.07% | 459 | +1,405 | 11.63% | Q1 2026 | Apr 06, 2026 |
| HALL LAURIE J TRUSTEE | History | No change | 13,371 | 1,544 | 0.54% | 0.49% | 460 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Boit C F David | History | No change | 13,330 | 1,539 | 0.68% | 0.68% | 461 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Canada Post Corp Registered Pension Plan | History | No change | 13,187 | 1,523 | 0.06% | 0.06% | 462 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 12,875 | 1,487 | 0.01% | 0.01% | 463 | +3,048 | 31.02% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 12,592 | 1,479 | 0.0% | 0.0% | 464 | +11,825 | 1541.72% | Q1 2026 | May 12, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 12,674 | 1,464 | 0.02% | 0.02% | 465 | -8,005 | -38.71% | Q1 2026 | Apr 16, 2026 |
| Applied Finance Capital Management, LLC | History | Reduced | 12,634 | 1,459 | 0.11% | 0.11% | 466 | -1,089 | -7.94% | Q1 2026 | May 04, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 12,460 | 1,439 | 0.14% | 0.14% | 467 | +57 | 0.46% | Q1 2026 | Apr 10, 2026 |
| COMMERZBANK AKTIENGESELLSCHAFT /FI | History | Reduced | 12,427 | 1,435 | 0.03% | 0.04% | 468 | -7,288 | -36.97% | Q1 2026 | May 07, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 12,273 | 1,417 | 0.02% | 0.03% | 469 | -793 | -6.07% | Q1 2026 | May 04, 2026 |
| Twelve Points Wealth Management LLC | History | Reduced | 12,266 | 1,416 | 0.31% | 0.34% | 470 | -435 | -3.42% | Q1 2026 | Apr 14, 2026 |
| SNS Financial Group, LLC | History | Reduced | 12,154 | 1,403 | 0.12% | 0.12% | 471 | -878 | -6.74% | Q1 2026 | Apr 14, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 11,992 | 1,385 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 11,929 | 1,377 | 0.04% | 0.01% | 473 | +9,944 | 500.96% | Q1 2026 | May 04, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 11,906 | 1,374 | 0.05% | 0.04% | 474 | +949 | 8.66% | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | Added to | 11,779 | 1,360 | 0.04% | 0.04% | 475 | +3,900 | 49.5% | Q1 2026 | Apr 29, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 11,565 | 1,335 | 0.07% | 0.06% | 476 | +118 | 1.03% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 11,322 | 1,307 | 0.0% | 0.0% | 477 | -2,072 | -15.47% | Q1 2026 | May 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 11,290 | 1,303 | 0.06% | — | 478 | +11,290 | New | Q1 2026 | May 15, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 11,575 | 1,301 | 0.1% | 0.08% | 479 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AustralianSuper Pty Ltd | History | No change | 11,228 | 1,296 | 0.01% | 0.01% | 480 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Siemens Fonds Invest GmbH | History | Reduced | 11,029 | 1,273 | 0.07% | 0.07% | 481 | -2 | -0.02% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 10,951 | 1,264 | 0.02% | 0.02% | 482 | -1,573 | -12.56% | Q1 2026 | Apr 21, 2026 |
| GREENLEAF TRUST | History | Added to | 10,913 | 1,260 | 0.01% | 0.01% | 483 | +141 | 1.31% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 10,835 | 1,251 | 0.02% | 0.02% | 484 | +103 | 0.96% | Q1 2026 | May 04, 2026 |
| Plato Investment Management Ltd | History | Reduced | 10,621 | 1,227 | 0.08% | 0.08% | 485 | -809 | -7.08% | Q1 2026 | May 04, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Reduced | 10,622 | 1,226 | 0.14% | 0.19% | 486 | -2,534 | -19.26% | Q1 2026 | Apr 30, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 10,558 | 1,219 | 0.02% | 0.01% | 487 | -175 | -1.63% | Q1 2026 | May 08, 2026 |
| Smart Money Group LLC | History | Added to | 10,543 | 1,217 | 0.35% | 0.33% | 488 | +344 | 3.37% | Q1 2026 | May 05, 2026 |
| ZEGA Investments, LLC | History | No change | 10,500 | 1,212 | 0.14% | 0.14% | 489 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 10,587 | 1,210 | 0.02% | 0.03% | 490 | -8,051 | -43.2% | Q1 2026 | May 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 10,458 | 1,207 | 0.07% | 0.03% | 491 | +5,310 | 103.15% | Q1 2026 | May 07, 2026 |
| Turn8 Private Wealth Inc. | History | Added to | 10,246 | 1,183 | 0.74% | 0.5% | 493 | +3,862 | 60.49% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 10,244 | 1,183 | 0.01% | 0.0% | 492 | +3,332 | 48.21% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | No change | 10,176 | 1,175 | 0.03% | 0.03% | 494 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Added to | 10,160 | 1,173 | 0.02% | 0.0% | 495 | +9,188 | 945.27% | Q1 2026 | Apr 22, 2026 |
| RFG - Bristol Wealth Advisors, LLC | History | Added to | 10,161 | 1,173 | 0.32% | 0.31% | 496 | +35 | 0.35% | Q1 2026 | May 05, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | New | 10,086 | 1,164 | 0.04% | — | 497 | +10,086 | New | Q1 2026 | May 12, 2026 |
| DecisionMap Wealth Management, LLC | History | Added to | 10,044 | 1,160 | 0.75% | 0.68% | 498 | +19 | 0.19% | Q1 2026 | Apr 15, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 9,734 | 1,124 | 0.19% | 0.34% | 500 | -8,653 | -47.06% | Q1 2026 | May 01, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 10,268 | 1,124 | 0.1% | 0.1% | 499 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| BURNEY CO/ | History | Added to | 9,667 | 1,116 | 0.03% | 0.03% | 501 | +126 | 1.32% | Q1 2026 | Apr 29, 2026 |
| Capital Investment Counsel, Inc | History | No change | 9,625 | 1,111 | 0.14% | 0.12% | 502 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Greykasell Wealth Strategies, Inc. | History | Reduced | 9,516 | 1,099 | 0.44% | 0.43% | 503 | -336 | -3.41% | Q1 2026 | May 07, 2026 |
| Callan Family Office, LLC | History | Reduced | 9,390 | 1,084 | 0.02% | 0.02% | 504 | -8 | -0.09% | Q1 2026 | May 13, 2026 |
| Uncommon Cents Investing LLC | History | Reduced | 9,128 | 1,054 | 0.24% | 0.24% | 505 | -25 | -0.27% | Q1 2026 | Apr 15, 2026 |
| Sowell Financial Services LLC | History | Reduced | 9,122 | 1,053 | 0.04% | 0.04% | 506 | -51 | -0.56% | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Reduced | 9,084 | 1,049 | 0.02% | 0.02% | 507 | -368 | -3.89% | Q1 2026 | May 08, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 9,071 | 1,047 | 0.22% | 0.21% | 508 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 9,003 | 1,039 | 0.03% | 0.02% | 509 | -184 | -2.0% | Q1 2026 | Apr 21, 2026 |
| Apella Capital, LLC | History | Reduced | 8,176 | 1,032 | 0.02% | 0.02% | 510 | -439 | -5.1% | Q1 2026 | Apr 20, 2026 |
| Lodestone Wealth Management LLC | History | Reduced | 8,873 | 1,024 | 0.41% | 0.59% | 511 | -4,289 | -32.59% | Q1 2026 | May 01, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Added to | 8,841 | 1,021 | 0.02% | 0.02% | 513 | +1,103 | 14.25% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Reduced | 8,843 | 1,021 | 0.0% | 0.0% | 512 | -823 | -8.51% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Added to | 8,833 | 1,020 | 0.05% | 0.05% | 514 | +224 | 2.6% | Q1 2026 | May 13, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 8,791 | 1,015 | 0.22% | 0.21% | 515 | -153 | -1.71% | Q1 2026 | Apr 14, 2026 |
| Headlands Technologies LLC | History | Reduced | 8,773 | 1,013 | 0.12% | 0.09% | 516 | -874 | -9.06% | Q1 2026 | May 13, 2026 |
| ICICI Prudential Asset Management Co Ltd | History | Added to | 8,715 | 1,006 | 0.12% | 0.11% | 517 | +286 | 3.39% | Q1 2026 | May 11, 2026 |
| RMR Wealth Builders | History | No change | 8,711 | 1,006 | 0.08% | 0.08% | 518 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Great Diamond Partners, LLC | History | Reduced | 8,697 | 1,004 | 0.19% | 0.19% | 519 | -247 | -2.76% | Q1 2026 | May 12, 2026 |
| Compound Planning, Inc. | History | Added to | 8,675 | 1,001 | 0.03% | 0.02% | 520 | +1,786 | 25.93% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 8,025 | 996 | 0.03% | 0.03% | 521 | +39 | 0.49% | Q1 2026 | Apr 09, 2026 |
| Quadrature Capital Ltd | History | New | 8,553 | 987 | 0.01% | — | 522 | +8,553 | New | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 8,385 | 982 | 0.04% | — | 523 | +8,385 | New | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 8,500 | 981 | 0.01% | — | 526 | +8,500 | New | Q1 2026 | May 15, 2026 |
| TCW GROUP INC | History | Added to | 8,502 | 981 | 0.01% | 0.01% | 524 | +411 | 5.08% | Q1 2026 | May 14, 2026 |
| Wealth Group Ltd | History | No change | 8,500 | 981 | 0.22% | 0.21% | 525 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FOUNDERS FINANCIAL SECURITIES LLC | History | Added to | 7,695 | 977 | 0.06% | 0.05% | 527 | +578 | 8.12% | Q1 2026 | Apr 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 8,452 | 976 | 0.0% | 0.06% | 528 | -206,594 | -96.07% | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 8,402 | 970 | 0.03% | 0.03% | 529 | -1,852 | -18.06% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 8,332 | 962 | 0.0% | 0.0% | 531 | +1,996 | 31.5% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 8,333 | 962 | 0.01% | 0.01% | 530 | +22 | 0.26% | Q1 2026 | May 15, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | New | 8,275 | 955 | 0.01% | — | 532 | +8,275 | New | Q1 2026 | Apr 16, 2026 |
| Pacific Sage Partners, LLC | History | Added to | 8,215 | 948 | 0.15% | 0.14% | 533 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 8,164 | 942 | 0.08% | — | 534 | +8,164 | New | Q1 2026 | Apr 08, 2026 |
| Parallax Volatility Advisers, L.P. | History | Reduced | 7,442 | 939 | 0.0% | 0.0% | 535 | -12,757 | -63.16% | Q1 2026 | May 15, 2026 |
| Perpetual Ltd | History | Reduced | 8,068 | 931 | 0.01% | 0.01% | 536 | -75 | -0.92% | Q1 2026 | Apr 14, 2026 |
| EADS & HEALD WEALTH MANAGEMENT | History | Reduced | 7,998 | 923 | 0.46% | 0.43% | 537 | -110 | -1.36% | Q1 2026 | Apr 29, 2026 |
| One Degree Advisors Inc | History | No change | 7,997 | 923 | 0.24% | 0.24% | 538 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SIGNATUREFD, LLC | History | Added to | 7,942 | 917 | 0.01% | 0.01% | 539 | +308 | 4.03% | Q1 2026 | Apr 07, 2026 |
| Fruth Investment Management | History | No change | 7,922 | 914 | 0.23% | 0.23% | 540 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Castle Rock Wealth Management, LLC | History | Added to | 7,652 | 905 | 0.2% | 0.21% | 541 | +12 | 0.16% | Q1 2026 | Apr 08, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 7,772 | 897 | 0.02% | 0.02% | 542 | +1,510 | 24.11% | Q1 2026 | Apr 15, 2026 |
| TEMA ETFS LLC | History | Added to | 7,704 | 889 | 0.06% | 0.07% | 543 | +35 | 0.46% | Q1 2026 | Apr 15, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 7,682 | 887 | 0.01% | 0.12% | 544 | -208,292 | -96.44% | Q1 2026 | May 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 7,657 | 884 | 0.02% | 0.01% | 545 | +327 | 4.46% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 7,643 | 882 | 0.01% | 0.01% | 547 | -568 | -6.92% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,641 | 882 | 0.02% | 0.02% | 546 | +70 | 0.92% | Q1 2026 | Jun 02, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 7,603 | 878 | 0.01% | 0.01% | 548 | +10 | 0.13% | Q1 2026 | May 11, 2026 |
| CITIZENS & NORTHERN CORP | History | New | 7,579 | 875 | 0.22% | — | 549 | +7,579 | New | Q1 2026 | Apr 27, 2026 |
| Jacobi Capital Management LLC | History | Reduced | 7,574 | 874 | 0.05% | 0.05% | 550 | -9 | -0.12% | Q1 2026 | May 13, 2026 |
| Insight Wealth Partners, LLC | History | Reduced | 7,564 | 873 | 0.12% | 0.12% | 551 | -235 | -3.01% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 7,519 | 868 | 0.02% | 0.01% | 552 | +3,169 | 72.85% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 7,449 | 860 | 0.01% | 0.0% | 553 | +4,322 | 138.22% | Q1 2026 | May 14, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 7,350 | 848 | 0.09% | 0.1% | 554 | -1,000 | -11.98% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 7,323 | 845 | 0.01% | 0.01% | 555 | -392 | -5.08% | Q1 2026 | Apr 20, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 7,287 | 841 | 0.01% | 0.02% | 556 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 7,257 | 838 | 0.25% | 0.24% | 557 | +71 | 0.99% | Q1 2026 | Apr 17, 2026 |
| Inspire Advisors, LLC | History | Reduced | 7,096 | 819 | 0.07% | 0.08% | 558 | -362 | -4.85% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | New | 7,085 | 818 | 0.1% | — | 559 | +7,085 | New | Q1 2026 | Apr 07, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | No change | 7,025 | 811 | 0.11% | 0.1% | 560 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ballentine Partners, LLC | History | Added to | 6,887 | 795 | 0.01% | 0.01% | 561 | +210 | 3.15% | Q1 2026 | May 14, 2026 |
| Insight Advisors, LLC/ PA | History | Reduced | 6,864 | 792 | 0.15% | 0.12% | 562 | -92 | -1.32% | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 6,757 | 780 | 0.0% | 0.0% | 563 | -1,637 | -19.5% | Q1 2026 | May 08, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,694 | 773 | 0.0% | 0.0% | 564 | -4,845 | -41.99% | Q1 2026 | Apr 29, 2026 |
| Dakota Wealth Management | History | Reduced | 6,690 | 772 | 0.02% | 0.01% | 565 | -373 | -5.28% | Q1 2026 | May 07, 2026 |
| Baader Bank Aktiengesellschaft | History | New | 6,660 | 768 | 0.06% | — | 566 | +6,660 | New | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | Added to | 6,581 | 760 | 0.05% | 0.05% | 567 | +19 | 0.29% | Q1 2026 | Apr 28, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Added to | 6,571 | 758 | 0.02% | 0.02% | 568 | +211 | 3.32% | Q1 2026 | May 12, 2026 |
| Howard Capital Management Inc. | History | Reduced | 6,554 | 756 | 0.01% | 0.03% | 569 | -17,444 | -72.69% | Q1 2026 | May 05, 2026 |
| Sompo Asset Management Co., Ltd. | History | No change | 6,520 | 753 | 0.14% | 0.12% | 570 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 6,471 | 747 | 0.01% | 0.0% | 571 | +3,274 | 102.41% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 6,431 | 742 | 0.01% | 0.01% | 572 | +162 | 2.58% | Q1 2026 | May 14, 2026 |
| Baring Financial LLC | History | Added to | 6,363 | 734 | 0.45% | 0.42% | 573 | +9 | 0.14% | Q1 2026 | Apr 06, 2026 |
| Choate Investment Advisors | History | No change | 6,346 | 732 | 0.01% | 0.01% | 574 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 6,313 | 729 | 0.04% | 0.03% | 575 | +646 | 11.4% | Q1 2026 | May 04, 2026 |
| Lesa Sroufe & Co | History | New | 6,290 | 726 | 0.49% | — | 576 | +6,290 | New | Q1 2026 | Apr 27, 2026 |
| Pure Financial Advisors, LLC | History | New | 6,269 | 724 | 0.01% | — | 577 | +6,269 | New | Q1 2026 | Apr 10, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 6,254 | 722 | 0.01% | 0.11% | 578 | -83,334 | -93.02% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Added to | 6,150 | 710 | 0.0% | 0.0% | 579 | +53 | 0.87% | Q1 2026 | Jun 02, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 6,142 | 709 | 0.56% | 0.55% | 580 | -253 | -3.96% | Q1 2026 | Apr 21, 2026 |
| FIRST FOUNDATION ADVISORS | History | Added to | 6,007 | 693 | 0.03% | 0.02% | 581 | +7 | 0.12% | Q1 2026 | May 04, 2026 |
| World Investment Advisors | History | Reduced | 5,985 | 691 | 0.01% | 0.01% | 582 | -417 | -6.51% | Q1 2026 | Apr 27, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 5,951 | 687 | 0.01% | 0.01% | 583 | +901 | 17.84% | Q1 2026 | Apr 17, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 5,863 | 677 | 0.02% | 0.02% | 584 | +596 | 11.32% | Q1 2026 | Apr 17, 2026 |
| Pinnacle West Asset Management, Inc. | History | Reduced | 5,820 | 672 | 0.46% | 0.42% | 585 | -50 | -0.85% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 5,614 | 670 | 0.01% | 0.01% | 586 | -855 | -13.22% | Q1 2026 | Apr 28, 2026 |
| CASTLEARK MANAGEMENT LLC | History | No change | 5,774 | 666 | 0.02% | 0.02% | 587 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 5,609 | 663 | 0.01% | 0.01% | 588 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ellevest, Inc. | History | Added to | 5,685 | 656 | 0.09% | 0.08% | 589 | +110 | 1.97% | Q1 2026 | May 11, 2026 |
| BRANDYWINE OAK PRIVATE WEALTH LLC | History | Reduced | 5,672 | 655 | 0.06% | 0.05% | 590 | -54 | -0.94% | Q1 2026 | Apr 20, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 5,731 | 644 | 0.02% | 0.02% | 591 | +474 | 9.02% | Q1 2026 | May 15, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 5,500 | 635 | 0.15% | 0.27% | 592 | -5,000 | -47.62% | Q1 2026 | Apr 28, 2026 |
| TOWER TRUST & INVESTMENT Co | History | New | 5,478 | 632 | 0.41% | — | 593 | +5,478 | New | Q1 2026 | Apr 08, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 5,446 | 629 | 0.06% | 0.01% | 594 | +4,799 | 741.73% | Q1 2026 | Apr 15, 2026 |
| Independent Advisor Alliance | History | Added to | 5,413 | 625 | 0.01% | 0.01% | 595 | +170 | 3.24% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,706 | 624 | 0.01% | 0.01% | 596 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bridgefront Capital, LLC | History | New | 5,382 | 621 | 0.15% | — | 597 | +5,382 | New | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 5,374 | 620 | 0.16% | — | 598 | +5,374 | New | Q1 2026 | May 15, 2026 |
| von Borstel & Associates, Inc. | History | Reduced | 5,353 | 618 | 0.14% | 0.15% | 599 | -439 | -7.58% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 5,349 | 617 | 0.0% | 0.0% | 600 | +720 | 15.55% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 5,207 | 601 | 0.0% | 0.01% | 601 | -7,869 | -60.18% | Q1 2026 | Apr 14, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 5,210 | 601 | 0.0% | — | 602 | +5,210 | New | Q1 2026 | May 05, 2026 |
| Premier Path Wealth Partners, LLC | History | Added to | 5,168 | 596 | 0.08% | 0.05% | 604 | +1,295 | 33.44% | Q1 2026 | Apr 23, 2026 |
| Northwest Quadrant Wealth Management, LLC | History | Added to | 5,169 | 596 | 0.12% | 0.12% | 603 | +24 | 0.47% | Q1 2026 | May 11, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 5,141 | 593 | 0.01% | 0.01% | 605 | -576 | -10.08% | Q1 2026 | May 01, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 5,124 | 591 | 0.04% | 0.04% | 606 | +236 | 4.83% | Q1 2026 | Apr 27, 2026 |
| ABN AMRO Bank N.V. | History | No change | 5,073 | 588 | 0.01% | 0.01% | 607 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 5,066 | 585 | 0.0% | 0.0% | 608 | +2,479 | 95.83% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Added to | 5,064 | 584 | 0.07% | 0.06% | 609 | +370 | 7.88% | Q1 2026 | Apr 14, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 5,052 | 583 | 0.01% | 0.0% | 610 | +1,610 | 46.78% | Q1 2026 | May 13, 2026 |
| Leeward Financial Partners, LLC | History | Reduced | 5,047 | 582 | 0.17% | 0.19% | 611 | -1,130 | -18.29% | Q1 2026 | Apr 20, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 4,981 | 575 | 0.07% | 0.06% | 612 | +43 | 0.87% | Q1 2026 | Apr 15, 2026 |
| Sunpointe, LLC | History | Reduced | 4,985 | 575 | 0.19% | 0.18% | 613 | -19 | -0.38% | Q1 2026 | Apr 21, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 4,966 | 573 | 0.07% | — | 614 | +4,966 | New | Q1 2026 | May 15, 2026 |
| CIGNA INVESTMENTS INC /NEW | History | No change | 4,928 | 569 | 0.09% | 0.08% | 615 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 4,790 | 566 | 0.01% | — | 616 | +4,790 | New | Q1 2026 | May 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 4,704 | 558 | 0.03% | — | 617 | +4,704 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 4,818 | 556 | 0.01% | 0.01% | 618 | -2,924 | -37.77% | Q1 2026 | May 13, 2026 |
| 111 Capital | History | Added to | 4,807 | 555 | 0.14% | 0.05% | 619 | +2,889 | 150.63% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 4,746 | 548 | 0.02% | 0.02% | 620 | -110 | -2.27% | Q1 2026 | Apr 06, 2026 |
| TrinityBridge Ltd | History | No change | 4,730 | 546 | 0.01% | 0.01% | 621 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 4,546 | 525 | 0.01% | 0.01% | 622 | +215 | 4.96% | Q1 2026 | Apr 10, 2026 |
| OSLO PENSJONSFORSIKRING AS | History | New | 4,537 | 524 | 0.08% | — | 623 | +4,537 | New | Q1 2026 | May 08, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 4,525 | 522 | 0.03% | 0.03% | 625 | +726 | 19.11% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,773 | 522 | 0.0% | 0.0% | 624 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 4,511 | 521 | 0.01% | 0.01% | 626 | -249 | -5.23% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 4,496 | 519 | 0.01% | 0.01% | 627 | +668 | 17.45% | Q1 2026 | May 11, 2026 |
| CLARIS ADVISORS, LLC / MO / | History | No change | 4,430 | 511 | 0.15% | 0.15% | 628 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Hartree Partners, LP | History | New | 4,400 | 508 | 0.11% | — | 629 | +4,400 | New | Q1 2026 | May 12, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 4,321 | 499 | 0.15% | 0.14% | 630 | -26 | -0.6% | Q1 2026 | May 05, 2026 |
| Hamilton Capital, LLC | History | Reduced | 4,279 | 494 | 0.03% | 0.03% | 631 | -325 | -7.06% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 4,222 | 487 | 0.0% | 0.0% | 632 | +393 | 10.26% | Q1 2026 | May 15, 2026 |
| Balefire, LLC | History | Added to | 4,218 | 487 | 0.09% | 0.09% | 633 | +18 | 0.43% | Q1 2026 | May 07, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 4,194 | 484 | 0.01% | 0.02% | 634 | -2,470 | -37.06% | Q1 2026 | May 08, 2026 |
| BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | History | No change | 4,162 | 481 | 0.2% | 0.2% | 635 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Capital Planning LLC | History | No change | 4,169 | 481 | 0.16% | 0.13% | 636 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Forum Financial Management, LP | History | Reduced | 4,158 | 480 | 0.01% | 0.02% | 637 | -10,073 | -70.78% | Q1 2026 | Apr 23, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 4,154 | 479 | 0.01% | — | 638 | +4,154 | New | Q1 2026 | May 13, 2026 |
| Omnia Family Wealth, LLC | History | Reduced | 4,121 | 475 | 0.15% | 0.14% | 639 | -236 | -5.42% | Q1 2026 | May 07, 2026 |
| Dorato Capital Management | History | Added to | 3,801 | 472 | 0.35% | 0.33% | 640 | +75 | 2.01% | Q1 2026 | Apr 09, 2026 |
| NORDEN GROUP LLC | History | Added to | 4,073 | 470 | 0.05% | 0.04% | 641 | +383 | 10.38% | Q1 2026 | Apr 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 4,054 | 468 | 0.01% | 0.01% | 642 | +151 | 3.87% | Q1 2026 | May 05, 2026 |
| Grunden Financial Advisory, Inc. | History | No change | 4,268 | 467 | 0.18% | 0.18% | 643 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Argent Trust Co | History | No change | 4,037 | 466 | 0.02% | 0.02% | 644 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GDS Wealth Management | History | Reduced | 4,012 | 463 | 0.03% | 0.03% | 645 | -84 | -2.05% | Q1 2026 | Apr 27, 2026 |
| ARBOR CAPITAL MANAGEMENT INC /ADV | History | No change | 3,666 | 458 | 0.37% | 0.36% | 646 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 3,927 | 453 | 0.0% | 0.0% | 647 | -122 | -3.01% | Q1 2026 | Apr 13, 2026 |
| Kingsview Wealth Management, LLC | History | Reduced | 3,914 | 452 | 0.01% | 0.01% | 648 | -501 | -11.35% | Q1 2026 | May 12, 2026 |
| Violich Capital Management, Inc. | History | No change | 3,900 | 450 | 0.05% | 0.05% | 649 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 3,890 | 449 | 0.03% | 0.03% | 650 | +71 | 1.86% | Q1 2026 | May 06, 2026 |
| Frec Markets, Inc. | History | Added to | 3,878 | 447 | 0.08% | 0.08% | 652 | +1,531 | 65.23% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 3,871 | 447 | 0.01% | 0.01% | 651 | +18 | 0.47% | Q1 2026 | May 15, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | Reduced | 3,831 | 442 | 0.11% | 0.11% | 653 | -60 | -1.54% | Q1 2026 | Apr 22, 2026 |
| Riverwater Partners LLC | History | Reduced | 3,795 | 438 | 0.15% | 0.16% | 655 | -36 | -0.94% | Q1 2026 | May 07, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 3,799 | 438 | 0.03% | 0.03% | 654 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | History | Reduced | 3,785 | 437 | 0.28% | 0.27% | 656 | -699 | -15.59% | Q1 2026 | Apr 27, 2026 |
| Atria Investments, Inc | History | Reduced | 3,783 | 436 | 0.0% | 0.01% | 657 | -975 | -20.49% | Q1 2026 | May 05, 2026 |
| DRW Securities, LLC | History | Added to | 3,733 | 429 | 0.01% | 0.01% | 658 | +856 | 29.75% | Q1 2026 | May 13, 2026 |
| Teza Capital Management LLC | History | Added to | 3,707 | 428 | 1.57% | 1.19% | 659 | +312 | 9.19% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 3,677 | 424 | 0.0% | 0.0% | 660 | -297 | -7.47% | Q1 2026 | May 15, 2026 |
| RICHARDS, MERRILL & PETERSON, INC. | History | Added to | 3,665 | 423 | 0.16% | 0.15% | 661 | +9 | 0.25% | Q1 2026 | Apr 17, 2026 |
| Avestar Capital, LLC | History | New | 3,643 | 420 | 0.03% | — | 662 | +3,643 | New | Q1 2026 | May 13, 2026 |
| Integrity Financial Corp /WA | History | Added to | 3,620 | 418 | 0.21% | 0.14% | 663 | +1,145 | 46.26% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | New | 3,607 | 416 | 0.03% | — | 665 | +3,607 | New | Q1 2026 | May 15, 2026 |
| Moss Adams Wealth Advisors LLC | History | Added to | 3,609 | 416 | 0.03% | 0.03% | 664 | +55 | 1.55% | Q1 2026 | Apr 23, 2026 |
| FIRST HORIZON CORP | History | Reduced | 3,580 | 413 | 0.02% | 0.02% | 666 | -71 | -1.94% | Q1 2026 | Apr 30, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 3,575 | 412 | 0.0% | 0.0% | 667 | +1,335 | 59.6% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,568 | 412 | 0.01% | 0.01% | 668 | +439 | 14.03% | Q1 2026 | May 15, 2026 |
| Supplemental Annuity Collective Trust of NJ | History | New | 3,556 | 410 | 0.12% | — | 669 | +3,556 | New | Q1 2026 | May 01, 2026 |
| Verition Fund Management LLC | History | Reduced | 3,515 | 405 | 0.0% | 0.02% | 670 | -41,485 | -92.19% | Q1 2026 | May 15, 2026 |
| Koshinski Asset Management, Inc. | History | Added to | 3,509 | 405 | 0.03% | 0.02% | 671 | +1,127 | 47.31% | Q1 2026 | Apr 27, 2026 |
| OSTRUM ASSET MANAGEMENT | History | Reduced | 3,501 | 404 | 0.02% | 0.02% | 672 | -805 | -18.69% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | New | 3,489 | 402 | 0.05% | — | 675 | +3,489 | New | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 3,488 | 402 | 0.0% | 0.0% | 673 | -387 | -9.99% | Q1 2026 | May 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Added to | 3,485 | 402 | 0.2% | 0.12% | 674 | +2 | 0.06% | Q1 2026 | Apr 24, 2026 |
| Stiles Financial Services Inc | History | Reduced | 3,460 | 399 | 0.12% | 0.12% | 676 | -61 | -1.73% | Q1 2026 | Apr 30, 2026 |
| Savvy Advisors, Inc. | History | Added to | 3,449 | 398 | 0.01% | 0.01% | 677 | +285 | 9.01% | Q1 2026 | May 11, 2026 |
| Regal Investment Advisors LLC | History | New | 3,420 | 395 | 0.02% | — | 678 | +3,420 | New | Q1 2026 | May 14, 2026 |
| PATRICK M SWEENEY & ASSOCIATES, INC | History | No change | 3,414 | 394 | 0.25% | 0.23% | 679 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 3,364 | 388 | 0.04% | 0.04% | 680 | -225 | -6.27% | Q1 2026 | Apr 27, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 3,343 | 386 | 0.01% | 0.01% | 681 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 3,336 | 385 | 0.02% | 0.01% | 682 | +53 | 1.61% | Q1 2026 | May 14, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 3,303 | 382 | 0.03% | 0.03% | 683 | -304 | -8.43% | Q1 2026 | May 18, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 2,979 | 378 | 0.05% | 0.04% | 684 | +317 | 11.91% | Q1 2026 | Apr 28, 2026 |
| SUMMIT WEALTH GROUP LLC / CO | History | New | 3,265 | 377 | 0.04% | — | 685 | +3,265 | New | Q1 2026 | Apr 23, 2026 |
| Machina Capital S.A.S. | History | New | 3,257 | 376 | 0.07% | — | 686 | +3,257 | New | Q1 2026 | May 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 3,171 | 375 | 0.03% | 0.03% | 687 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Ascent Group, LLC | History | Added to | 3,237 | 373 | 0.01% | 0.01% | 688 | +208 | 6.87% | Q1 2026 | May 15, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 3,204 | 370 | 0.0% | 0.0% | 689 | +802 | 33.39% | Q1 2026 | Apr 13, 2026 |
| FULTON BANK, N.A. | History | Reduced | 3,201 | 369 | 0.01% | 0.01% | 691 | -257 | -7.43% | Q1 2026 | Apr 24, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 3,199 | 369 | 0.01% | 0.01% | 690 | -20 | -0.62% | Q1 2026 | May 11, 2026 |
| 71 West Capital Partners | History | Added to | 3,160 | 364 | 0.02% | 0.01% | 692 | +939 | 42.28% | Q1 2026 | May 06, 2026 |
| Next Level Private LLC | History | Added to | 3,127 | 361 | 0.08% | 0.09% | 693 | +46 | 1.49% | Q1 2026 | Apr 23, 2026 |
| Capula Management Ltd | History | Reduced | 3,100 | 358 | 0.0% | 0.0% | 695 | -500 | -13.89% | Q1 2026 | May 14, 2026 |
| Corient IA LLC | History | Reduced | 3,100 | 358 | 0.34% | 0.36% | 697 | -400 | -11.43% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 3,100 | 358 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | No change | 3,100 | 358 | 0.18% | 0.16% | 696 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Auxano Advisors, LLC | History | Added to | 3,091 | 357 | 0.07% | 0.07% | 698 | +15 | 0.49% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Added to | 3,052 | 352 | 0.02% | 0.02% | 699 | +110 | 3.74% | Q1 2026 | Apr 21, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 3,027 | 349 | 0.02% | 0.02% | 700 | +424 | 16.29% | Q1 2026 | Apr 16, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | No change | 3,016 | 348 | 0.04% | 0.04% | 701 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 3,000 | 346 | 0.04% | 0.03% | 702 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| American Alpha Advisors, LLC | History | Reduced | 2,989 | 345 | 0.18% | 0.21% | 703 | -248 | -7.66% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 2,967 | 342 | 0.01% | 0.01% | 704 | -693 | -18.93% | Q1 2026 | May 13, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Added to | 2,967 | 342 | 0.07% | 0.06% | 705 | +317 | 11.96% | Q1 2026 | Apr 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 2,961 | 341 | 0.0% | 0.0% | 706 | +93 | 3.24% | Q1 2026 | May 11, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,944 | 340 | 0.0% | 0.0% | 707 | +880 | 42.64% | Q1 2026 | Apr 20, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 2,933 | 338 | 0.06% | — | 708 | +2,933 | New | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | Reduced | 2,918 | 337 | 0.01% | 0.03% | 709 | -4,271 | -59.41% | Q1 2026 | May 14, 2026 |
| Sagewood Asset Management LP | History | New | 2,892 | 334 | 0.1% | — | 711 | +2,892 | New | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Added to | 2,900 | 334 | 0.0% | 0.0% | 710 | +436 | 17.69% | Q1 2026 | Apr 08, 2026 |
| Prospera Financial Services Inc | History | Reduced | 2,873 | 332 | 0.01% | 0.01% | 712 | -322 | -10.08% | Q1 2026 | Apr 14, 2026 |
| XML Financial, LLC | History | No change | 2,855 | 329 | 0.03% | 0.03% | 713 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,835 | 327 | 0.03% | 0.02% | 714 | -63 | -2.17% | Q1 2026 | May 13, 2026 |
| Advisors Capital Management, LLC | History | Added to | 2,811 | 324 | 0.0% | 0.0% | 715 | +251 | 9.8% | Q1 2026 | May 01, 2026 |
| L2 Asset Management, LLC | History | Added to | 2,806 | 324 | 0.03% | 0.04% | 716 | +163 | 6.17% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 2,789 | 322 | 0.0% | 0.0% | 717 | -123 | -4.22% | Q1 2026 | May 14, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,782 | 321 | 0.0% | — | 719 | +2,782 | New | Q1 2026 | May 12, 2026 |
| Fulcrum Capital LLC | History | Reduced | 2,787 | 321 | 0.07% | 0.06% | 718 | -89 | -3.09% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,713 | 319 | 0.02% | 0.02% | 720 | -92 | -3.28% | Q1 2026 | May 01, 2026 |
| D.B. Root & Company, LLC | History | Added to | 2,750 | 317 | 0.08% | 0.07% | 721 | +30 | 1.1% | Q1 2026 | May 12, 2026 |
| Synergy Asset Management, LLC | History | Added to | 2,730 | 315 | 0.03% | 0.03% | 722 | +108 | 4.12% | Q1 2026 | May 13, 2026 |
| MQS Management LLC | History | New | 2,676 | 309 | 0.21% | — | 723 | +2,676 | New | Q1 2026 | Apr 23, 2026 |
| GLR Partners, LLC | History | New | 2,659 | 307 | 0.17% | — | 725 | +2,659 | New | Q1 2026 | May 13, 2026 |
| FORBES J M & CO LLP | History | No change | 2,664 | 307 | 0.03% | 0.02% | 724 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 2,654 | 306 | 0.0% | 0.04% | 726 | -19,538 | -88.04% | Q1 2026 | May 15, 2026 |
| Capital Advisors Wealth Management, LLC | History | Added to | 2,654 | 306 | 0.04% | 0.04% | 727 | +6 | 0.23% | Q1 2026 | Apr 08, 2026 |
| Brookstone Capital Management | History | Reduced | 2,647 | 305 | 0.0% | 0.02% | 729 | -13,528 | -83.64% | Q1 2026 | Apr 16, 2026 |
| J2 Capital Management Inc | History | Added to | 2,645 | 305 | 0.21% | 0.21% | 728 | +48 | 1.85% | Q1 2026 | Apr 21, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 2,647 | 305 | 0.06% | 0.06% | 730 | +45 | 1.73% | Q1 2026 | Apr 13, 2026 |
| Regent Peak Wealth Advisors LLC | History | Added to | 2,618 | 302 | 0.06% | 0.06% | 731 | +7 | 0.27% | Q1 2026 | Apr 14, 2026 |
| Financial Planning Hawaii, Inc. | History | Reduced | 2,610 | 301 | 0.18% | 0.19% | 732 | -430 | -14.14% | Q1 2026 | Apr 21, 2026 |
| DGS Capital Management, LLC | History | New | 2,598 | 300 | 0.05% | — | 734 | +2,598 | New | Q1 2026 | Apr 28, 2026 |
| STF Management LP | History | No change | 2,747 | 300 | 0.28% | 0.28% | 733 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Renasant Bank | History | Reduced | 2,585 | 298 | 0.21% | 0.2% | 735 | -112 | -4.15% | Q1 2026 | Apr 29, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 2,632 | 296 | 0.02% | 0.01% | 736 | +161 | 6.52% | Q1 2026 | Apr 24, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 2,558 | 295 | 0.01% | — | 738 | +2,558 | New | Q1 2026 | May 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 2,557 | 295 | 0.0% | 0.0% | 737 | +249 | 10.79% | Q1 2026 | May 08, 2026 |
| CONNING INC. | History | Reduced | 2,530 | 292 | 0.01% | 0.01% | 739 | -461 | -15.41% | Q1 2026 | Apr 30, 2026 |
| SONATA CAPITAL GROUP INC | History | No change | 2,530 | 292 | 0.11% | 0.1% | 740 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SmartHarvest Portfolios, LLC | History | Reduced | 2,506 | 289 | 0.12% | 0.12% | 742 | -594 | -19.16% | Q1 2026 | Apr 20, 2026 |
| Stratos Wealth Advisors, LLC | History | No change | 2,503 | 289 | 0.02% | 0.01% | 741 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PCM Encore, LLC | History | Added to | 2,484 | 286 | 0.06% | 0.05% | 743 | +127 | 5.39% | Q1 2026 | May 12, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | Added to | 2,451 | 283 | 0.02% | 0.02% | 744 | +238 | 10.75% | Q1 2026 | Apr 27, 2026 |
| Peak Retirement Planning, Inc. | History | Added to | 2,443 | 282 | 0.06% | 0.06% | 745 | +72 | 3.04% | Q1 2026 | May 11, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,383 | 281 | 0.01% | — | 746 | +2,383 | New | Q1 2026 | May 01, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 2,424 | 279 | 0.01% | — | 748 | +2,424 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,416 | 279 | 0.0% | 0.0% | 747 | +322 | 15.38% | Q1 2026 | May 15, 2026 |
| WealthPlan Investment Management, LLC | History | Added to | 2,412 | 278 | 0.02% | 0.02% | 749 | +114 | 4.96% | Q1 2026 | Apr 29, 2026 |
| FUKOKU MUTUAL LIFE INSURANCE CO | History | No change | 2,374 | 274 | 0.02% | 0.02% | 750 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Krilogy Financial LLC | History | Reduced | 2,197 | 273 | 0.01% | 0.01% | 753 | -139 | -5.95% | Q1 2026 | Apr 17, 2026 |
| PDS Planning, Inc | History | Added to | 2,364 | 273 | 0.02% | 0.02% | 751 | +2 | 0.08% | Q1 2026 | Apr 21, 2026 |
| Rathbones Group PLC | History | No change | 2,369 | 273 | 0.0% | 0.0% | 752 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 2,326 | 268 | 0.04% | 0.14% | 754 | -5,641 | -70.8% | Q1 2026 | Apr 24, 2026 |
| Belpointe Asset Management LLC | History | New | 2,326 | 268 | 0.01% | — | 755 | +2,326 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 2,326 | 268 | 0.04% | — | 756 | +2,326 | New | Q1 2026 | Apr 28, 2026 |
| FSM Wealth Advisors, LLC | History | Added to | 2,314 | 267 | 0.03% | 0.03% | 757 | +133 | 6.1% | Q1 2026 | Apr 27, 2026 |
| Integris Wealth Management, LLC | History | No change | 2,305 | 266 | 0.06% | 0.06% | 758 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 2,219 | 263 | 0.0% | 0.01% | 759 | -4,684 | -67.85% | Q1 2026 | May 15, 2026 |
| Institute for Wealth Management, LLC. | History | Reduced | 2,282 | 263 | 0.03% | 0.03% | 760 | -40 | -1.72% | Q1 2026 | May 13, 2026 |
| Arkadios Wealth Advisors | History | Added to | 2,284 | 263 | 0.0% | 0.0% | 761 | +6 | 0.26% | Q1 2026 | May 18, 2026 |
| Alpha Family Trust | History | No change | 2,277 | 262 | 0.13% | 0.11% | 762 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 2,266 | 261 | 0.02% | 0.02% | 764 | -267 | -10.54% | Q1 2026 | May 07, 2026 |
| WESTPAC BANKING CORP | History | Reduced | 2,266 | 261 | 0.02% | 0.02% | 763 | -56 | -2.41% | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | New | 2,257 | 260 | 0.01% | — | 765 | +2,257 | New | Q1 2026 | May 15, 2026 |
| AVENIR CORP | History | No change | 2,250 | 259 | 0.03% | 0.03% | 766 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | No change | 2,250 | 259 | 0.11% | 0.11% | 767 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 2,239 | 258 | 0.0% | 0.0% | 768 | +379 | 20.38% | Q1 2026 | May 14, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 2,231 | 257 | 0.01% | 0.01% | 769 | -25 | -1.11% | Q1 2026 | May 15, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | Added to | 2,563 | 256 | 0.0% | 0.0% | 772 | +428 | 20.05% | Q1 2026 | May 05, 2026 |
| Kessler Investment Group, LLC | History | Reduced | 2,225 | 256 | 0.12% | 0.1% | 770 | -10 | -0.45% | Q1 2026 | Apr 10, 2026 |
| Caerus Investment Advisors, LLC | History | Added to | 2,222 | 256 | 0.11% | 0.08% | 771 | +2 | 0.09% | Q1 2026 | Jun 01, 2026 |
| Elevation Wealth Management LLC | History | Added to | 2,196 | 253 | 0.23% | 0.21% | 773 | +179 | 8.87% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 2,169 | 250 | 0.0% | 0.0% | 774 | -570 | -20.81% | Q1 2026 | Apr 15, 2026 |
| Plancorp, LLC | History | Added to | 1,970 | 250 | 0.01% | 0.01% | 775 | +26 | 1.34% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,147 | 248 | 0.0% | 0.0% | 776 | +703 | 48.68% | Q1 2026 | May 01, 2026 |
| Engineers Gate Manager LP | History | Reduced | 2,153 | 248 | 0.0% | 0.0% | 777 | -656 | -23.35% | Q1 2026 | May 15, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | New | 2,141 | 247 | 0.02% | — | 779 | +2,141 | New | Q1 2026 | May 14, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | No change | 2,146 | 247 | 0.04% | 0.03% | 778 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Added to | 2,137 | 246 | 0.03% | 0.02% | 780 | +257 | 13.67% | Q1 2026 | May 11, 2026 |
| MASTERINVEST Kapitalanlage GmbH | History | No change | 2,127 | 245 | 0.03% | 0.02% | 781 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kathmere Capital Management, LLC | History | New | 2,121 | 244 | 0.02% | — | 785 | +2,121 | New | Q1 2026 | Apr 28, 2026 |
| AIRE ADVISORS, LLC | History | Added to | 2,121 | 244 | 0.04% | 0.04% | 783 | +13 | 0.62% | Q1 2026 | May 06, 2026 |
| Traynor Capital Management, Inc. | History | Added to | 2,170 | 244 | 0.01% | 0.01% | 782 | +3 | 0.14% | Q1 2026 | May 14, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | No change | 2,118 | 244 | 0.07% | 0.07% | 784 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Blackston Financial Advisory Group, LLC | History | New | 2,105 | 243 | 0.15% | — | 786 | +2,105 | New | Q1 2026 | Apr 23, 2026 |
| Carnegie Investment Counsel | History | New | 2,100 | 242 | 0.0% | — | 788 | +2,100 | New | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | Added to | 2,096 | 242 | 0.02% | 0.02% | 787 | +54 | 2.64% | Q1 2026 | Apr 30, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 2,091 | 241 | 0.01% | 0.01% | 789 | +147 | 7.56% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 2,086 | 240 | 0.03% | 0.03% | 790 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WIN ADVISORS, INC | History | New | 2,066 | 238 | 0.11% | — | 792 | +2,066 | New | Q1 2026 | May 01, 2026 |
| Fullerton Fund Management Co Ltd. | History | Reduced | 2,068 | 238 | 0.02% | 0.01% | 791 | -558 | -21.25% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 2,055 | 237 | 0.0% | 0.0% | 793 | +157 | 8.27% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,057 | 237 | 0.02% | 0.02% | 794 | +31 | 1.53% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Added to | 2,039 | 235 | 0.01% | 0.01% | 795 | +443 | 27.76% | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | Added to | 1,999 | 235 | 0.05% | 0.06% | 796 | +103 | 5.43% | Q1 2026 | May 11, 2026 |
| Bull Harbor Capital LLC | History | New | 2,028 | 234 | 0.06% | — | 797 | +2,028 | New | Q1 2026 | May 18, 2026 |
| Bensler, LLC | History | Added to | 2,022 | 233 | 0.02% | 0.02% | 799 | +10 | 0.5% | Q1 2026 | May 01, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 2,022 | 233 | 0.17% | 0.16% | 798 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Chancellor Financial Group WB LP | History | No change | 2,018 | 233 | 0.16% | 0.15% | 800 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Optas, LLC | History | Reduced | 2,017 | 232 | 0.04% | 0.04% | 801 | -584 | -22.45% | Q1 2026 | Apr 24, 2026 |
| Capital International Sarl | History | No change | 1,999 | 230 | 0.0% | 0.0% | 802 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Phillips Wealth Planners LLC | History | New | 2,030 | 229 | 0.17% | — | 803 | +2,030 | New | Q1 2026 | May 14, 2026 |
| Everhart Financial Group, Inc. | History | New | 1,978 | 228 | 0.02% | — | 805 | +1,978 | New | Q1 2026 | Apr 09, 2026 |
| MidFirst Bank | History | Reduced | 1,978 | 228 | 0.02% | 0.02% | 804 | -51 | -2.51% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 1,965 | 226 | 0.0% | 0.0% | 806 | -298 | -13.17% | Q1 2026 | May 15, 2026 |
| Hamilton Point Investment Advisors, LLC | History | No change | 1,950 | 225 | 0.03% | 0.03% | 807 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JMN Financial LLC | History | New | 1,945 | 224 | 0.22% | — | 808 | +1,945 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 1,937 | 223 | 0.01% | 0.01% | 809 | -226 | -10.45% | Q1 2026 | May 04, 2026 |
| Significant Wealth Partners LLC | History | Reduced | 1,938 | 223 | 0.27% | 0.24% | 810 | -9 | -0.46% | Q1 2026 | Apr 08, 2026 |
| Alpha Financial Partners LLC | History | Added to | 1,931 | 222 | 0.13% | 0.12% | 811 | +86 | 4.66% | Q1 2026 | May 13, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 1,922 | 221 | 0.01% | 0.01% | 813 | -200 | -9.43% | Q1 2026 | May 11, 2026 |
| Barnes Wealth Management Group, Inc | History | Reduced | 1,920 | 221 | 0.11% | 0.11% | 814 | -13 | -0.67% | Q1 2026 | May 15, 2026 |
| Alta Advisers Ltd | History | No change | 1,922 | 221 | 0.08% | 0.08% | 812 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | Added to | 1,905 | 220 | 0.1% | 0.07% | 815 | +126 | 7.08% | Q1 2026 | Apr 08, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 1,904 | 219 | 0.01% | 0.01% | 816 | +72 | 3.93% | Q1 2026 | May 11, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 2,516 | 218 | 0.07% | 0.05% | 818 | +254 | 11.23% | Q1 2026 | Apr 23, 2026 |
| Welch Group, LLC | History | No change | 1,896 | 218 | 0.01% | 0.01% | 817 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,887 | 217 | 0.01% | 0.01% | 819 | +34 | 1.83% | Q1 2026 | May 15, 2026 |
| GERBER, LLC | History | No change | 1,882 | 217 | 0.12% | 0.11% | 820 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 1,873 | 216 | 0.02% | 0.02% | 821 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Resonant Capital Advisors, LLC | History | New | 1,862 | 215 | 0.01% | — | 823 | +1,862 | New | Q1 2026 | Apr 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,867 | 215 | 0.01% | 0.01% | 822 | -209 | -10.07% | Q1 2026 | Apr 13, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 1,833 | 211 | 0.19% | 0.15% | 824 | +26 | 1.44% | Q1 2026 | Apr 24, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | New | 1,813 | 209 | 0.01% | — | 826 | +1,813 | New | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 1,812 | 209 | 0.01% | 0.01% | 825 | +314 | 20.96% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | New | 1,809 | 208 | 0.0% | — | 828 | +1,809 | New | Q1 2026 | May 08, 2026 |
| Plan A Wealth LLC | History | New | 1,804 | 208 | 0.1% | — | 829 | +1,804 | New | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | New | 1,802 | 208 | 0.0% | — | 827 | +1,802 | New | Q1 2026 | May 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 1,800 | 207 | 0.0% | — | 830 | +1,800 | New | Q1 2026 | May 15, 2026 |
| Fire Capital Management LLC | History | New | 1,800 | 207 | 0.1% | — | 832 | +1,800 | New | Q1 2026 | May 08, 2026 |
| Five Oceans Advisors | History | New | 1,793 | 207 | 0.07% | — | 831 | +1,793 | New | Q1 2026 | Apr 07, 2026 |
| KCM INVESTMENT ADVISORS LLC | History | New | 1,774 | 204 | 0.01% | — | 833 | +1,774 | New | Q1 2026 | May 15, 2026 |
| Bayesian Capital Management, LP | History | New | 1,771 | 204 | 0.25% | — | 834 | +1,771 | New | Q1 2026 | May 15, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 1,765 | 204 | 0.0% | — | 835 | +1,765 | New | Q1 2026 | May 11, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Reduced | 1,598 | 203 | 0.03% | 0.06% | 838 | -5,868 | -78.6% | Q1 2026 | May 11, 2026 |
| Robertson Stephens Wealth Management, LLC | History | New | 1,765 | 203 | 0.01% | — | 839 | +1,765 | New | Q1 2026 | Apr 28, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Reduced | 1,757 | 203 | 0.04% | 0.04% | 837 | -361 | -17.04% | Q1 2026 | Apr 29, 2026 |
| Asset Dedication, LLC | History | Reduced | 1,758 | 203 | 0.01% | 0.01% | 836 | -27 | -1.51% | Q1 2026 | May 29, 2026 |
| Petersen Hastings Wealth Advisors Inc. | History | New | 1,755 | 202 | 0.02% | — | 840 | +1,755 | New | Q1 2026 | Apr 23, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 1,743 | 201 | 0.02% | — | 842 | +1,743 | New | Q1 2026 | May 13, 2026 |
| AIFG Consultants Ltd. | History | No change | 1,838 | 201 | 0.35% | 0.35% | 841 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Planned Solutions, Inc. | History | New | 1,737 | 200 | 0.07% | — | 843 | +1,737 | New | Q1 2026 | Apr 09, 2026 |
| TIEMANN INVESTMENT ADVISORS, LLC | History | No change | 1,705 | 196 | 0.08% | 0.07% | 844 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cypress Capital Management LLC (WY) | History | New | 1,614 | 186 | 0.17% | — | 845 | +1,614 | New | Q1 2026 | May 08, 2026 |
| New Age Alpha Advisors, LLC | History | New | 1,594 | 184 | 0.01% | — | 848 | +1,594 | New | Q1 2026 | May 11, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 1,595 | 184 | 0.06% | 0.04% | 847 | +708 | 79.82% | Q1 2026 | May 08, 2026 |
| Capital Analysts, LLC | History | Added to | 1,595 | 184 | 0.0% | 0.0% | 846 | +27 | 1.72% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | Added to | 1,576 | 182 | 0.04% | 0.0% | 849 | +1,479 | 1524.74% | Q1 2026 | Apr 09, 2026 |
| Quent Capital, LLC | History | No change | 1,557 | 179 | 0.01% | 0.01% | 850 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HORIZON BANCORP INC /IN/ | History | New | 1,513 | 175 | 0.08% | — | 852 | +1,513 | New | Q1 2026 | Apr 22, 2026 |
| Cromwell Holdings LLC | History | No change | 1,519 | 175 | 0.1% | 0.09% | 851 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CYBER HORNET ETFs LLC | History | Reduced | 1,443 | 169 | 0.11% | 0.1% | 853 | -43 | -2.89% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,448 | 167 | 0.0% | — | 854 | +1,448 | New | Q1 2026 | May 14, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,444 | 166 | 0.0% | 0.0% | 855 | -86 | -5.62% | Q1 2026 | Apr 27, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,433 | 165 | 0.03% | 0.03% | 856 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,434 | 164 | 0.0% | 0.0% | 857 | +1,070 | 293.96% | Q1 2026 | May 13, 2026 |
| Curat Global, LLC | History | No change | 1,364 | 157 | 0.15% | 0.17% | 858 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 1,356 | 156 | 0.0% | 0.0% | 859 | +163 | 13.66% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,294 | 149 | 0.01% | 0.01% | 860 | +169 | 15.02% | Q1 2026 | Apr 24, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 1,273 | 148 | 0.05% | 0.04% | 861 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 1,237 | 142 | 0.02% | 0.01% | 862 | -2 | -0.16% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 1,221 | 141 | 0.01% | — | 864 | +1,221 | New | Q1 2026 | May 19, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,229 | 141 | 0.03% | 0.03% | 863 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,196 | 138 | 0.0% | 0.0% | 865 | -23 | -1.89% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | Added to | 1,188 | 137 | 0.01% | 0.01% | 866 | +193 | 19.4% | Q1 2026 | Apr 29, 2026 |
| United Community Bank | History | Reduced | 1,160 | 133 | 0.04% | 0.06% | 867 | -333 | -22.3% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,123 | 129 | 0.01% | 0.01% | 868 | +163 | 16.98% | Q1 2026 | May 07, 2026 |
| Grove Bank & Trust | History | Added to | 1,104 | 127 | 0.01% | 0.01% | 869 | +7 | 0.64% | Q1 2026 | Apr 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,095 | 126 | 0.0% | — | 870 | +1,095 | New | Q1 2026 | Apr 29, 2026 |
| First Pacific Financial | History | Added to | 1,082 | 124 | 0.02% | 0.02% | 871 | +24 | 2.27% | Q1 2026 | Apr 23, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,072 | 123 | 0.01% | 0.01% | 872 | -44 | -3.94% | Q1 2026 | Apr 30, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 1,056 | 121 | 0.04% | 0.04% | 873 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TFC Financial Management, Inc. | History | No change | 1,035 | 119 | 0.01% | 0.01% | 874 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hickory Point Bank & Trust | History | New | 1,009 | 116 | 0.08% | — | 876 | +1,009 | New | Q1 2026 | Apr 03, 2026 |
| TRUST CO OF VERMONT | History | No change | 1,065 | 116 | 0.0% | 0.0% | 875 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Avanza Fonder AB | History | New | 995 | 114 | 0.0% | — | 878 | +995 | New | Q1 2026 | Apr 15, 2026 |
| Avalon Trust Co | History | Added to | 995 | 114 | 0.01% | 0.01% | 877 | +120 | 13.71% | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | Added to | 985 | 113 | 0.04% | 0.03% | 879 | +6 | 0.61% | Q1 2026 | May 21, 2026 |
| SageView Advisory Group, LLC | History | No change | 987 | 108 | 0.0% | 0.0% | 880 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Security National Bank | History | No change | 920 | 106 | 0.02% | 0.01% | 881 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Hartford Financial Management Inc. | History | Reduced | 882 | 101 | 0.03% | 0.03% | 882 | -300 | -25.38% | Q1 2026 | Apr 15, 2026 |
| Clearstead Trust, LLC | History | No change | 883 | 101 | 0.02% | 0.02% | 883 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Wall Street Financial Group, Inc. | History | New | 825 | 95 | 0.06% | — | 884 | +825 | New | Q1 2026 | May 05, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 794 | 91 | 0.0% | 0.0% | 885 | +3 | 0.38% | Q1 2026 | May 14, 2026 |
| Solstein Capital, LLC | History | No change | 778 | 89 | 0.04% | 0.03% | 886 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 750 | 86 | 0.0% | 0.0% | 887 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 719 | 83 | 0.0% | 0.0% | 888 | +17 | 2.42% | Q1 2026 | Apr 17, 2026 |
| 3 FACTOR INDEXING, LLC | History | New | 699 | 80 | 0.08% | — | 890 | +699 | New | Q1 2026 | May 14, 2026 |
| DV EQUITIES, LLC | History | No change | 734 | 80 | 0.01% | 0.01% | 889 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Key FInancial Inc | History | Added to | 614 | 70 | 0.01% | 0.01% | 891 | +8 | 1.32% | Q1 2026 | Apr 24, 2026 |
| Leonteq Securities AG | History | Added to | 595 | 68 | 0.0% | 0.0% | 893 | +164 | 38.05% | Q1 2026 | Apr 27, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 597 | 68 | 0.01% | 0.01% | 892 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 577 | 66 | 0.02% | 0.01% | 894 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 566 | 65 | 0.0% | — | 895 | +566 | New | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 531 | 62 | 0.05% | 0.02% | 899 | +286 | 116.73% | Q1 2026 | Apr 02, 2026 |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | History | Reduced | 540 | 62 | 0.02% | 0.02% | 898 | -250 | -31.65% | Q1 2026 | May 15, 2026 |
| Kozak & Associates, Inc. | History | Added to | 487 | 62 | 0.01% | 0.01% | 897 | +1 | 0.21% | Q1 2026 | Apr 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 543 | 62 | 0.02% | 0.02% | 896 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Anfield Capital Management, LLC | History | Added to | 535 | 61 | 0.02% | 0.0% | 900 | +517 | 2872.22% | Q1 2026 | May 12, 2026 |
| SITTNER & NELSON, LLC | History | No change | 520 | 60 | 0.02% | 0.02% | 901 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 516 | 59 | 0.0% | 0.01% | 902 | -567 | -52.35% | Q1 2026 | May 08, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 505 | 58 | 0.0% | — | 905 | +505 | New | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 503 | 58 | 0.0% | 0.0% | 903 | -276 | -35.43% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 503 | 58 | 0.01% | 0.01% | 904 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Added to | 492 | 56 | 0.0% | 0.0% | 906 | +13 | 2.71% | Q1 2026 | Apr 22, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 473 | 54 | 0.02% | — | 908 | +473 | New | Q1 2026 | May 13, 2026 |
| Reflection Asset Management | History | No change | 501 | 54 | 0.04% | 0.04% | 907 | 0 | 0.0% | Q4 2025 | Mar 02, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 467 | 53 | 0.0% | 0.0% | 909 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 432 | 51 | 0.01% | 0.01% | 910 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 440 | 50 | 0.02% | 0.02% | 911 | -1 | -0.23% | Q1 2026 | May 05, 2026 |
| MCF Advisors LLC | History | Added to | 417 | 48 | 0.0% | 0.0% | 913 | +165 | 65.48% | Q1 2026 | May 11, 2026 |
| Perkins Coie Trust Co | History | Reduced | 417 | 48 | 0.01% | 0.01% | 912 | -10 | -2.34% | Q1 2026 | Apr 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 392 | 45 | 0.0% | 0.0% | 914 | +1 | 0.26% | Q1 2026 | Apr 30, 2026 |
| Silvant Capital Management LLC | History | No change | 397 | 45 | 0.0% | 0.0% | 915 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 385 | 44 | 0.01% | 0.01% | 916 | +92 | 31.4% | Q1 2026 | Apr 15, 2026 |
| TopTier Wealth Management, LLC | History | New | 377 | 43 | 0.03% | — | 917 | +377 | New | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | Added to | 371 | 42 | 0.01% | 0.01% | 919 | +7 | 1.92% | Q1 2026 | Apr 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 365 | 42 | 0.01% | 0.01% | 918 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 359 | 41 | 0.01% | 0.0% | 920 | +75 | 26.41% | Q1 2026 | May 15, 2026 |
| Missouri Trust & Investment Co | History | Added to | 350 | 40 | 0.01% | 0.0% | 921 | +250 | 250.0% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 338 | 39 | 0.0% | 0.0% | 922 | +9 | 2.74% | Q1 2026 | Apr 13, 2026 |
| WealthCollab, LLC | History | No change | 342 | 39 | 0.02% | 0.02% | 923 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Reduced | 332 | 38 | 0.03% | 0.04% | 924 | -296 | -47.13% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 321 | 37 | 0.01% | — | 926 | +321 | New | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | Added to | 319 | 37 | 0.0% | 0.0% | 925 | +32 | 11.15% | Q1 2026 | May 13, 2026 |
| Activest Wealth Management | History | Added to | 298 | 34 | 0.01% | 0.01% | 928 | +30 | 11.19% | Q1 2026 | Apr 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 314 | 34 | 0.03% | 0.03% | 927 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Vanguard National Trust Co | History | New | 294 | 33 | 0.0% | — | 929 | +294 | New | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | No change | 276 | 32 | 0.0% | 0.0% | 930 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 283 | 32 | 0.01% | 0.01% | 931 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 274 | 31 | 0.02% | 0.03% | 933 | -133 | -32.68% | Q1 2026 | May 12, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 272 | 31 | 0.02% | 0.02% | 932 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STEPH & CO | History | New | 250 | 28 | 0.01% | — | 935 | +250 | New | Q1 2026 | Apr 17, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Reduced | 248 | 28 | 0.0% | 0.0% | 934 | -11 | -4.25% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 236 | 27 | 0.0% | 0.0% | 936 | +6 | 2.61% | Q1 2026 | Apr 14, 2026 |
| Strengthening Families & Communities, LLC | History | New | 232 | 26 | 0.01% | — | 939 | +232 | New | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 228 | 26 | 0.0% | 0.0% | 937 | -132 | -36.67% | Q1 2026 | Apr 28, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 226 | 26 | 0.0% | 0.0% | 938 | -5 | -2.16% | Q1 2026 | Apr 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 222 | 25 | 0.0% | 0.0% | 940 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 213 | 24 | 0.0% | 0.0% | 941 | -552 | -72.16% | Q1 2026 | Apr 30, 2026 |
| Opal Wealth Advisors, LLC | History | New | 208 | 24 | 0.01% | — | 943 | +208 | New | Q1 2026 | Apr 14, 2026 |
| FIRST COMMUNITY TRUST NA | History | No change | 210 | 24 | 0.02% | 0.02% | 942 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Joseph Group Capital Management | History | Added to | 205 | 23 | 0.01% | 0.0% | 946 | +128 | 166.23% | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 201 | 23 | 0.0% | 0.0% | 944 | +127 | 171.62% | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 207 | 23 | 0.01% | 0.0% | 947 | +105 | 102.94% | Q1 2026 | May 08, 2026 |
| Catalyst Capital Advisors LLC | History | Added to | 206 | 23 | 0.0% | 0.0% | 945 | +73 | 54.89% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | No change | 199 | 22 | 0.0% | 0.0% | 948 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Caitlin John, LLC | History | No change | 192 | 22 | 0.01% | 0.01% | 949 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 185 | 21 | 0.0% | — | 952 | +185 | New | Q1 2026 | Apr 29, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 182 | 21 | 0.01% | 0.01% | 950 | +32 | 21.33% | Q1 2026 | Apr 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 185 | 21 | 0.0% | 0.0% | 951 | -9 | -4.64% | Q1 2026 | Apr 27, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 179 | 20 | 0.0% | 0.0% | 954 | -27 | -13.11% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 180 | 20 | 0.0% | 0.0% | 956 | +9 | 5.26% | Q1 2026 | Apr 24, 2026 |
| CITY HOLDING CO | History | No change | 176 | 20 | 0.0% | 0.0% | 953 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 172 | 20 | 0.0% | 0.0% | 955 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gould Capital, LLC | History | No change | 168 | 19 | 0.01% | 0.01% | 957 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 157 | 18 | 0.01% | 0.01% | 958 | -8 | -4.85% | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | New | 153 | 17 | 0.0% | — | 962 | +153 | New | Q1 2026 | May 08, 2026 |
| Dynamic Wealth Strategies, LLC | History | New | 148 | 17 | 0.01% | — | 961 | +148 | New | Q1 2026 | May 13, 2026 |
| Merrithew & Thorsten Inc | History | Added to | 151 | 17 | 0.02% | 0.02% | 959 | +2 | 1.34% | Q1 2026 | May 01, 2026 |
| Sunrise Financial Services, LLC | History | No change | 150 | 17 | 0.01% | 0.01% | 960 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MOTCO | History | Reduced | 140 | 16 | 0.0% | 0.0% | 963 | -126 | -47.37% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 143 | 16 | 0.01% | 0.01% | 965 | +12 | 9.16% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | No change | 144 | 16 | 0.0% | 0.0% | 964 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| SWISS RE LTD | History | No change | 132 | 15 | 0.09% | 0.0% | 966 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Princeton Global Asset Management LLC | History | No change | 138 | 15 | 0.0% | 0.0% | 967 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 125 | 14 | 0.0% | — | 973 | +125 | New | Q1 2026 | May 07, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 123 | 14 | 0.0% | 0.0% | 971 | +44 | 55.7% | Q1 2026 | Apr 06, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 125 | 14 | 0.01% | 0.0% | 972 | +20 | 19.05% | Q1 2026 | May 12, 2026 |
| CENTRAL TRUST Co | History | No change | 127 | 14 | 0.0% | 0.0% | 968 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 123 | 14 | 0.0% | 0.0% | 969 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Operose Advisors LLC | History | No change | 125 | 14 | 0.0% | 0.0% | 970 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | New | 116 | 13 | 0.0% | — | 979 | +116 | New | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 121 | 13 | 0.0% | 0.0% | 976 | +42 | 53.16% | Q1 2026 | Apr 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 118 | 13 | 0.0% | 0.0% | 974 | +40 | 51.28% | Q1 2026 | Apr 16, 2026 |
| Washington Trust Advisors, Inc. | History | Added to | 118 | 13 | 0.0% | 0.0% | 977 | +28 | 31.11% | Q1 2026 | Apr 06, 2026 |
| DT Investment Partners, LLC | History | No change | 120 | 13 | 0.0% | 0.0% | 975 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Acumen Wealth Advisors, LLC | History | No change | 113 | 13 | 0.0% | 0.0% | 978 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arlington Trust Co LLC | History | New | 107 | 12 | 0.0% | — | 983 | +107 | New | Q1 2026 | Apr 08, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 115 | 12 | 0.0% | 0.0% | 981 | +56 | 94.92% | Q1 2026 | May 06, 2026 |
| JNBA Financial Advisors | History | No change | 109 | 12 | 0.0% | 0.0% | 980 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 111 | 12 | 0.01% | 0.01% | 982 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 98 | 11 | 0.01% | — | 987 | +98 | New | Q1 2026 | Apr 21, 2026 |
| High Note Wealth, LLC | History | Added to | 100 | 11 | 0.0% | 0.0% | 984 | +15 | 17.65% | Q1 2026 | May 11, 2026 |
| Boreal Capital Management LLC | History | No change | 100 | 11 | 0.01% | 0.01% | 985 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 102 | 11 | 0.01% | 0.01% | 986 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global X Japan Co., Ltd. | History | Reduced | 92 | 10 | 0.0% | 0.0% | 992 | -106 | -53.54% | Q1 2026 | Apr 13, 2026 |
| Truvestments Capital LLC | History | Added to | 93 | 10 | 0.0% | 0.0% | 989 | +52 | 126.83% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 89 | 10 | 0.0% | 0.0% | 988 | +44 | 97.78% | Q1 2026 | Apr 27, 2026 |
| Aviso Financial Inc. | History | Added to | 89 | 10 | 0.0% | 0.0% | 993 | +32 | 56.14% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 92 | 10 | 0.0% | 0.0% | 991 | +24 | 35.29% | Q1 2026 | May 06, 2026 |
| Avion Wealth | History | Added to | 93 | 10 | 0.0% | 0.0% | 990 | +20 | 27.4% | Q1 2026 | May 01, 2026 |
| Whipplewood Advisors, LLC | History | New | 81 | 9 | 0.0% | — | 997 | +81 | New | Q1 2026 | Apr 30, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 78 | 9 | 0.01% | — | 998 | +78 | New | Q1 2026 | May 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 78 | 9 | 0.0% | 0.0% | 995 | +21 | 36.84% | Q1 2026 | May 14, 2026 |
| Silicon Valley Capital Partners | History | Added to | 85 | 9 | 0.0% | 0.0% | 994 | +15 | 21.43% | Q1 2026 | May 19, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | Reduced | 80 | 9 | 0.01% | 0.01% | 996 | -12 | -13.04% | Q1 2026 | May 01, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 71 | 8 | 0.0% | — | 1003 | +71 | New | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | Added to | 72 | 8 | 0.0% | 0.0% | 1002 | +33 | 84.62% | Q1 2026 | May 01, 2026 |
| Abound Wealth Management | History | Reduced | 77 | 8 | 0.0% | 0.0% | 1000 | -25 | -24.51% | Q1 2026 | Apr 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 70 | 8 | 0.0% | 0.0% | 999 | +21 | 42.86% | Q1 2026 | Apr 14, 2026 |
| Aspect Partners, LLC | History | No change | 75 | 8 | 0.0% | 0.0% | 1001 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Bravera Wealth | History | Reduced | 61 | 7 | 0.0% | 0.0% | 1008 | -25 | -29.07% | Q1 2026 | Apr 22, 2026 |
| Dunhill Financial, LLC | History | Added to | 60 | 7 | 0.0% | 0.0% | 1005 | +15 | 33.33% | Q1 2026 | May 06, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Reduced | 62 | 7 | 0.0% | 0.0% | 1004 | -10 | -13.89% | Q1 2026 | Apr 10, 2026 |
| Westfuller Advisors, LLC | History | Added to | 64 | 7 | 0.0% | 0.0% | 1007 | +1 | 1.59% | Q1 2026 | Apr 28, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 63 | 7 | 0.0% | 0.0% | 1006 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 18,146 | 6 | 0.0% | 0.0% | 1011 | -218 | -1.19% | Q1 2026 | May 04, 2026 |
| SouthState Bank Corp | History | Reduced | 55 | 6 | 0.0% | 0.0% | 1009 | -119 | -68.39% | Q1 2026 | May 05, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 52 | 6 | 0.0% | — | 1010 | +47 | 940.0% | Q1 2026 | May 07, 2026 |
| Colonial Trust Co / SC | History | Reduced | 60 | 6 | 0.0% | 0.0% | 1012 | -16 | -21.05% | Q1 2026 | May 12, 2026 |
| UNION SAVINGS BANK | History | No change | 52 | 6 | 0.0% | 0.0% | 1013 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Torren Management, LLC | History | Reduced | 46 | 5 | 0.0% | 0.03% | 1020 | -469 | -91.07% | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 50 | 5 | 0.0% | 0.01% | 1021 | -51 | -50.5% | Q1 2026 | May 13, 2026 |
| Burk Holdings LLC | History | New | 48 | 5 | 0.0% | — | 1022 | +48 | New | Q1 2026 | May 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 46 | 5 | 0.0% | — | 1014 | +38 | 475.0% | Q1 2026 | Apr 30, 2026 |
| North Star Investment Management Corp. | History | Added to | 48 | 5 | 0.0% | 0.0% | 1015 | +28 | 140.0% | Q1 2026 | Apr 23, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 51 | 5 | 0.0% | 0.0% | 1018 | -12 | -19.05% | Q1 2026 | May 12, 2026 |
| Kilter Group LLC | History | Added to | 50 | 5 | 0.0% | 0.0% | 1019 | +9 | 21.95% | Q1 2026 | May 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 45 | 5 | 0.0% | 0.0% | 1016 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CNB Bank | History | No change | 50 | 5 | 0.0% | 0.0% | 1017 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Deane Retirement Strategies, Inc. | History | Reduced | 36 | 4 | 0.0% | 2.06% | 1024 | -45,792 | -99.92% | Q1 2026 | Apr 07, 2026 |
| United Financial Planning Group LLC | History | New | 39 | 4 | 0.0% | — | 1028 | +39 | New | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 37 | 4 | 0.0% | — | 1027 | +37 | New | Q1 2026 | May 11, 2026 |
| HALBERT HARGROVE GLOBAL ADVISORS, LLC | History | No change | 43 | 4 | 0.0% | 0.0% | 1023 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Stone House Investment Management, LLC | History | No change | 39 | 4 | 0.0% | 0.0% | 1025 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 37 | 4 | 0.01% | 0.01% | 1026 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BFSG, LLC | History | New | 34 | 3 | 0.0% | — | 1040 | +34 | New | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | Added to | 33 | 3 | 0.0% | — | 1032 | +31 | 1550.0% | Q1 2026 | May 08, 2026 |
| Synergy Investment Management, LLC | History | New | 31 | 3 | 0.0% | — | 1041 | +31 | New | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 32 | 3 | 0.0% | 0.0% | 1030 | +22 | 220.0% | Q1 2026 | Apr 21, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 31 | 3 | 0.0% | 0.0% | 1038 | +11 | 55.0% | Q1 2026 | May 14, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 33 | 3 | 0.0% | 0.0% | 1035 | -3 | -8.33% | Q1 2026 | May 01, 2026 |
| Oakworth Capital, Inc. | History | No change | 34 | 3 | 0.0% | 0.0% | 1029 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | No change | 32 | 3 | 0.0% | 0.0% | 1031 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 29 | 3 | 0.0% | 0.0% | 1033 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Red Tortoise LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 1034 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Clayton Financial Group LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 1036 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bank of Jackson Hole Trust | History | No change | 26 | 3 | 0.0% | 0.0% | 1037 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Clark Wealth Partners | History | No change | 26 | 3 | 0.0% | 0.0% | 1039 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | New | 25 | 2 | 0.0% | — | 1055 | +25 | New | Q1 2026 | Apr 30, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 23 | 2 | 0.0% | — | 1056 | +23 | New | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | New | 23 | 2 | 0.0% | — | 1057 | +23 | New | Q1 2026 | Apr 24, 2026 |
| WOLFF WIESE MAGANA LLC | History | New | 20 | 2 | 0.0% | — | 1054 | +20 | New | Q1 2026 | Apr 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 1051 | -18 | -50.0% | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | Added to | 22 | 2 | 0.0% | 0.0% | 1046 | +9 | 69.23% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | Added to | 19 | 2 | 0.0% | 0.0% | 1049 | +6 | 46.15% | Q1 2026 | Apr 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 1042 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 19 | 2 | 0.0% | 0.0% | 1043 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Marquette Asset Management, LLC | History | No change | 25 | 2 | 0.0% | 0.0% | 1044 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Winch Advisory Services, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 1045 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SWAN Capital LLC | History | No change | 21 | 2 | 0.0% | 0.0% | 1047 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PROATHLETE WEALTH MANAGEMENT LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 1048 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 1050 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 19 | 2 | 0.0% | 0.0% | 1052 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Barnes Dennig Private Wealth Management LLC | History | No change | 19 | 2 | 0.0% | 0.0% | 1053 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Portus Wealth Advisors, LLC | History | New | 15 | 1 | 0.0% | — | 1079 | +15 | New | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | Reduced | 12 | 1 | 0.0% | 0.0% | 1067 | -13 | -52.0% | Q1 2026 | May 07, 2026 |
| Quarry LP | History | New | 10 | 1 | 0.0% | — | 1077 | +10 | New | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 9 | 1 | 0.0% | — | 1078 | +9 | New | Q1 2026 | Apr 14, 2026 |
| Phillip James Consulting Co. | History | New | 8 | 1 | 0.0% | — | 1080 | +8 | New | Q1 2026 | May 11, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 10 | 1 | 0.0% | — | 1068 | +6 | 150.0% | Q1 2026 | Apr 10, 2026 |
| Hughes Financial Services, LLC | History | Added to | 13 | 1 | 0.0% | — | 1072 | +6 | 85.71% | Q1 2026 | Apr 29, 2026 |
| Mascoma Wealth Management LLC | History | Added to | 13 | 1 | 0.0% | — | 1064 | +5 | 62.5% | Q1 2026 | Apr 30, 2026 |
| Nemes Rush Group LLC | History | Reduced | 12 | 1 | 0.0% | 0.0% | 1071 | -5 | -29.41% | Q1 2026 | Apr 21, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 15 | 1 | 0.0% | 0.0% | 1058 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HM PAYSON & CO | History | No change | 9 | 1 | 0.0% | — | 1059 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| COUNTRY TRUST BANK | History | No change | 10 | 1 | 0.0% | 0.0% | 1060 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TD Capital Management LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 1061 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 1062 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Anchor Investment Management, LLC | History | No change | 15 | 1 | 0.0% | 0.0% | 1063 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| NVWM, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1065 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 10 | 1 | 0.0% | 0.0% | 1066 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 9 | 1 | 0.0% | — | 1069 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | No change | 9 | 1 | 0.0% | — | 1070 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 9 | 1 | 0.0% | — | 1073 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1074 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Aventura Private Wealth, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 1075 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| 1015 Capital Partners, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 1076 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.48% | — | -1,726,119 | -100.0% | Q1 2026 | May 06, 2026 |
| Cullen Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.63% | — | -525,036 | -100.0% | Q1 2026 | May 15, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.57% | — | -290,897 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.04% | — | -106,520 | -100.0% | Q1 2026 | May 14, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.05% | — | -105,772 | -100.0% | Q1 2026 | May 15, 2026 |
| LBP AM SA | History | Closed out | 0 | 0 | — | 0.12% | — | -93,133 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -77,000 | -100.0% | Q1 2026 | May 15, 2026 |
| HITE Hedge Asset Management LLC | History | Closed out | 0 | 0 | — | 0.35% | — | -50,758 | -100.0% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.48% | — | -47,444 | -100.0% | Q1 2026 | May 12, 2026 |
| NorthCoast Asset Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -34,559 | -100.0% | Q1 2026 | May 13, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.48% | — | -25,596 | -100.0% | Q1 2026 | May 14, 2026 |
| HENNESSY ADVISORS INC | History | Closed out | 0 | 0 | — | 0.09% | — | -23,900 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.59% | — | -22,107 | -100.0% | Q1 2026 | May 15, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Closed out | 0 | 0 | — | 0.21% | — | -20,433 | -100.0% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -20,218 | -100.0% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -15,246 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -15,067 | -100.0% | Q1 2026 | May 08, 2026 |
| Donoghue Forlines LLC | History | Closed out | 0 | 0 | — | 0.45% | — | -13,268 | -100.0% | Q1 2026 | May 13, 2026 |
| Berkeley Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -12,106 | -100.0% | Q1 2026 | May 06, 2026 |
| Intellectus Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -10,808 | -100.0% | Q1 2026 | Apr 10, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -10,717 | -100.0% | Q1 2026 | Apr 23, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -8,149 | -100.0% | Q1 2026 | May 14, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -7,825 | -100.0% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,816 | -100.0% | Q1 2026 | May 14, 2026 |
| Crescent Sterling, Ltd. | History | Closed out | 0 | 0 | — | 0.78% | — | -6,992 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,580 | -100.0% | Q1 2026 | May 13, 2026 |
| EFG International AG | History | Closed out | 0 | 0 | — | 0.01% | — | -4,559 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,536 | -100.0% | Q1 2026 | May 01, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -4,490 | -100.0% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -4,483 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,472 | -100.0% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,385 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Zuckerman Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,173 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -4,170 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,092 | -100.0% | Q1 2026 | May 13, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -3,992 | -100.0% | Q1 2026 | Apr 15, 2026 |
| West Family Investments, Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -3,967 | -100.0% | Q1 2026 | May 07, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.0% | — | -3,766 | -100.0% | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,732 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,600 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,460 | -100.0% | Q1 2026 | May 11, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -3,315 | -100.0% | Q1 2026 | May 12, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.03% | — | -3,148 | -100.0% | Q1 2026 | May 04, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,056 | -100.0% | Q1 2026 | May 15, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,636 | -100.0% | Q1 2026 | May 08, 2026 |
| OneAscent Family Office, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -2,490 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Volterra Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -2,472 | -100.0% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,452 | -100.0% | Q1 2026 | May 29, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,298 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Marble Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,225 | -100.0% | Q1 2026 | May 14, 2026 |
| Avise Financial Cooperative, Inc. | History | Closed out | 0 | 0 | — | 0.22% | — | -2,216 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,094 | -100.0% | Q1 2026 | May 04, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,045 | -100.0% | Q1 2026 | May 01, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,018 | -100.0% | Q1 2026 | May 15, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -1,987 | -100.0% | Q1 2026 | May 15, 2026 |
| Impact Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,978 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -1,958 | -100.0% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,843 | -100.0% | Q1 2026 | May 05, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,579 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,254 | -100.0% | Q1 2026 | May 07, 2026 |
| eCIO, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -963 | -100.0% | Q1 2026 | Apr 14, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -677 | -100.0% | Q1 2026 | May 13, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -636 | -100.0% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -607 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -380 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -377 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -318 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -303 | -100.0% | Q1 2026 | May 08, 2026 |
| Board of the Pension Protection Fund | History | Closed out | 0 | 0 | — | 0.03% | — | -300 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -270 | -100.0% | Q1 2026 | May 06, 2026 |
| New England Capital Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | Apr 27, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -183 | -100.0% | Q1 2026 | May 11, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -161 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -158 | -100.0% | Q1 2026 | May 01, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q1 2026 | May 07, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HOWARD HUGHES MEDICAL INSTITUTE | History | Closed out | 0 | 0 | — | 0.01% | — | -113 | -100.0% | Q1 2026 | May 15, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -72 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44 | -100.0% | Q1 2026 | Apr 23, 2026 |
| DAGCO, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Bridge, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 14, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 14, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 08, 2026 |
| WINNOW WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 19, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 01, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 13, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Napier Financial, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 05, 2026 |
| Luken Investment Analytics, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 12, 2026 |
| Accordant Advisory Group Inc | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 11, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 06, 2026 |
| Tidemark, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 07, 2026 |
| CURIO WEALTH, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 04, 2026 |
| Redwood Park Advisors LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q1 2026 | May 04, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Davis Capital Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DecisionPoint Financial, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rakuten Securities, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Seneschal Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |