PROCORE TECHNOLOGIES, INC. - PCOR
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 | 13,158,506 | 957,149 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ICONIQ Capital, LLC | History | No change | 14,620,931 | 833,393 | 18.67% | 16.06% | 2 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,751,571 | 709,329 | 0.23% | 0.17% | 3 | +2,441,295 | 33.4% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 9,081,002 | 517,617 | 0.03% | 0.04% | 4 | -739,379 | -7.53% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 7,541,076 | 429,841 | 0.01% | 0.01% | 5 | +714,345 | 10.46% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,804,776 | 387,872 | 0.02% | — | 6 | +6,804,776 | New | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 5,596,910 | 319,025 | 0.04% | 0.02% | 7 | +3,334,753 | 147.41% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,384,821 | 306,934 | 0.01% | — | 8 | +5,384,821 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 5,266,741 | 298,044 | 0.14% | 0.01% | 9 | +4,996,607 | 1849.68% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,827,751 | 269,195 | 0.02% | 0.0% | 10 | +4,442,924 | 1154.53% | Q1 2026 | May 13, 2026 |
| Capital World Investors | History | Added to | 4,515,386 | 257,377 | 0.04% | 0.03% | 11 | +1,399,774 | 44.93% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 4,150,923 | 236,602 | 0.04% | 0.01% | 12 | +3,577,495 | 623.88% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 3,357,361 | 191,371 | 0.1% | 0.13% | 13 | -71,464 | -2.08% | Q1 2026 | May 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 3,190,357 | 181,850 | 0.03% | 0.05% | 14 | -348,705 | -9.85% | Q1 2026 | May 15, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 2,956,863 | 168,541 | 1.12% | 1.83% | 15 | -1,278,561 | -30.19% | Q1 2026 | Apr 21, 2026 |
| FIL Ltd | History | Reduced | 2,723,812 | 155,257 | 0.12% | 0.15% | 16 | -3,965 | -0.15% | Q1 2026 | May 15, 2026 |
| Meritage Group LP | History | Added to | 2,678,410 | 152,669 | 5.76% | 6.04% | 17 | +8,817 | 0.33% | Q1 2026 | May 14, 2026 |
| RGM Capital, LLC | History | No change | 1,963,169 | 142,800 | 6.93% | 6.93% | 18 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TIGER GLOBAL MANAGEMENT LLC | History | No change | 2,339,500 | 133,351 | 0.58% | 0.57% | 19 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,300,790 | 131,176 | 0.01% | 0.01% | 20 | +89,646 | 4.05% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 2,251,981 | 128,362 | 0.19% | 0.34% | 21 | -1,152,484 | -33.85% | Q1 2026 | Apr 20, 2026 |
| XN LP | History | Reduced | 2,218,026 | 126,427 | 4.65% | 4.74% | 22 | -105,005 | -4.52% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,130,455 | 121,435 | 0.0% | 0.0% | 23 | +144,231 | 7.26% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 2,020,531 | 115,170 | 0.06% | 0.03% | 24 | +1,240,247 | 158.95% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,717,148 | 97,877 | 0.03% | 0.05% | 25 | -336,250 | -16.38% | Q1 2026 | May 06, 2026 |
| Holocene Advisors, LP | History | Reduced | 1,551,447 | 88,432 | 0.21% | 0.33% | 26 | -598,399 | -27.83% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Reduced | 1,499,091 | 85,448 | 0.26% | 0.3% | 27 | -16,891 | -1.11% | Q1 2026 | May 15, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 1,469,355 | 83,753 | 1.06% | 1.18% | 28 | -136,083 | -8.48% | Q1 2026 | May 13, 2026 |
| NORGES BANK | History | No change | 1,137,466 | 82,739 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,286,583 | 73,335 | 0.02% | 0.02% | 30 | -28,174 | -2.14% | Q1 2026 | May 13, 2026 |
| Robeco Schweiz AG | History | Added to | 1,167,931 | 66,572 | 1.41% | 1.88% | 31 | +11,803 | 1.02% | Q1 2026 | May 07, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 1,038,727 | 59,208 | 0.52% | 0.65% | 32 | -1,956 | -0.19% | Q1 2026 | May 13, 2026 |
| Spyglass Capital Management LLC | History | Reduced | 1,005,371 | 57,306 | 4.06% | 3.94% | 33 | -75,972 | -7.03% | Q1 2026 | May 15, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 1,001,253 | 57,071 | 0.24% | 0.33% | 34 | -104,072 | -9.42% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 970,982 | 55,345 | 0.01% | 0.01% | 35 | +76,954 | 8.61% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 947,990 | 54,033 | 0.03% | 0.03% | 36 | +94,274 | 11.04% | Q1 2026 | May 18, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 923,739 | 52,653 | 0.01% | 0.01% | 37 | +18,927 | 2.09% | Q1 2026 | May 15, 2026 |
| Route One Investment Company, L.P. | History | No change | 918,205 | 52,337 | 2.23% | 2.48% | 38 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Added to | 900,890 | 51,350 | 0.18% | 0.2% | 39 | +28,804 | 3.3% | Q1 2026 | May 12, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 866,703 | 49,402 | 0.08% | 0.13% | 40 | -308,659 | -26.26% | Q1 2026 | May 13, 2026 |
| DF DENT & CO INC | History | Reduced | 860,181 | 49,030 | 0.94% | 1.2% | 41 | -285,647 | -24.93% | Q1 2026 | May 15, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 803,425 | 45,795 | 1.7% | 1.81% | 42 | -6,350 | -0.78% | Q1 2026 | Apr 23, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 762,601 | 43,468 | 0.01% | — | 43 | +762,601 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 751,328 | 42,825 | 0.0% | 0.0% | 44 | -38,438 | -4.87% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 682,221 | 38,886 | 0.01% | 0.01% | 45 | +26,930 | 4.11% | Q1 2026 | May 14, 2026 |
| Praesidium Investment Management Company, LLC | History | Added to | 679,550 | 38,734 | 9.25% | 8.88% | 46 | +20,099 | 3.05% | Q1 2026 | May 15, 2026 |
| Greenstone Partners & Co., LLC | History | Added to | 672,423 | 38,328 | 9.7% | 7.39% | 47 | +149,621 | 28.62% | Q1 2026 | May 14, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 543,159 | 30,960 | 0.42% | 0.42% | 48 | +102,574 | 23.28% | Q1 2026 | Apr 28, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 527,981 | 30,094 | 0.04% | 0.05% | 49 | -44,046 | -7.7% | Q1 2026 | May 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 500,152 | 28,508 | 0.41% | 0.47% | 50 | +21,266 | 4.44% | Q1 2026 | May 22, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | History | Added to | 485,624 | 27,680 | 6.52% | 4.93% | 51 | +170,643 | 54.18% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 484,403 | 27,610 | 0.04% | 0.05% | 52 | -77,668 | -13.82% | Q1 2026 | May 06, 2026 |
| ANTIPODES PARTNERS Ltd | History | Reduced | 478,746 | 27,288 | 0.53% | 1.31% | 53 | -379,065 | -44.19% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 470,131 | 26,797 | 0.0% | 0.01% | 54 | -221,769 | -32.05% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 450,246 | 25,664 | 0.0% | 0.01% | 55 | +31,970 | 7.64% | Q1 2026 | May 05, 2026 |
| TORQUE ASSET MANAGEMENT LLC | History | Added to | 433,360 | 24,701 | 9.72% | 8.69% | 56 | +88,463 | 25.65% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 417,196 | 23,780 | 0.02% | 0.03% | 57 | +41,104 | 10.93% | Q1 2026 | May 12, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 407,273 | 23,214 | 0.46% | 0.47% | 58 | +22,080 | 5.73% | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 400,567 | 22,832 | 0.01% | 0.01% | 59 | -10,963 | -2.66% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 405,046 | 22,824 | 0.01% | 0.01% | 60 | +66,381 | 19.6% | Q1 2026 | May 14, 2026 |
| Gavilan Investment Partners LLC | History | Reduced | 385,000 | 21,945 | 5.89% | 7.34% | 61 | -35,000 | -8.33% | Q1 2026 | May 14, 2026 |
| Ardmore Road Asset Management LP | History | Added to | 381,600 | 21,751 | 1.43% | 1.2% | 62 | +164,344 | 75.65% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 360,206 | 20,531 | 0.03% | 0.01% | 63 | +238,789 | 196.67% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 339,476 | 19,350 | 0.02% | 0.04% | 64 | -204,595 | -37.6% | Q1 2026 | May 13, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | Reduced | 330,000 | 18,810 | 2.29% | 5.55% | 65 | -726,032 | -68.75% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 321,272 | 18,312 | 0.0% | 0.01% | 66 | +24,599 | 8.29% | Q1 2026 | Apr 30, 2026 |
| MAKENA CAPITAL MANAGEMENT LLC | History | Added to | 320,681 | 18,278 | 2.11% | 2.03% | 67 | +88,154 | 37.91% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 318,092 | 18,131 | 0.0% | 0.0% | 68 | +65,844 | 26.1% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 316,776 | 18,056 | 0.0% | 0.0% | 69 | -4,743 | -1.48% | Q1 2026 | May 13, 2026 |
| Lead Edge Capital Management, LLC | History | New | 309,573 | 17,645 | 4.33% | — | 70 | +309,573 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 239,768 | 17,440 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mariner, LLC | History | Added to | 305,031 | 17,386 | 0.02% | 0.02% | 72 | +116,413 | 61.72% | Q1 2026 | May 13, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | No change | 294,255 | 16,773 | 0.57% | 0.97% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 288,900 | 16,467 | 0.0% | 0.02% | 74 | -1,250,101 | -81.23% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 285,010 | 16,245 | 0.01% | 0.02% | 75 | -284,087 | -49.92% | Q1 2026 | May 06, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Added to | 282,928 | 16,126 | 0.05% | 0.04% | 76 | +50,334 | 21.64% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 278,120 | 15,852 | 0.07% | 0.04% | 77 | +116,100 | 71.66% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 266,288 | 15,177 | 0.0% | 0.0% | 78 | +4,563 | 1.74% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 259,761 | 14,806 | 0.04% | 0.24% | 79 | -967,748 | -78.84% | Q1 2026 | May 08, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 254,469 | 14,504 | 0.04% | 0.0% | 80 | +243,494 | 2218.62% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 251,552 | 14,338 | 0.02% | 0.0% | 81 | +238,852 | 1880.72% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 240,508 | 13,708 | 0.01% | 0.02% | 82 | +10,366 | 4.5% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 225,569 | 12,853 | 0.02% | — | 83 | +225,569 | New | Q1 2026 | May 12, 2026 |
| Swiss National Bank | History | Added to | 223,000 | 12,711 | 0.01% | 0.01% | 84 | +900 | 0.41% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 222,604 | 12,688 | 0.02% | 0.02% | 85 | +20,600 | 10.2% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 216,876 | 12,361 | 0.13% | 0.31% | 86 | -184,157 | -45.92% | Q1 2026 | May 15, 2026 |
| ShawSpring Partners LLC | History | Reduced | 216,756 | 12,355 | 4.62% | 9.33% | 87 | -464,780 | -68.2% | Q1 2026 | May 14, 2026 |
| Long Path Partners LP | History | Reduced | 209,186 | 11,923 | 5.42% | 6.24% | 88 | -41,646 | -16.6% | Q1 2026 | May 14, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | Added to | 206,300 | 11,759 | 3.32% | 1.87% | 89 | +106,375 | 106.45% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 197,513 | 11,257 | 0.02% | 0.03% | 90 | -10,594 | -5.09% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 195,012 | 11,115 | 0.0% | 0.0% | 91 | -7,265 | -3.59% | Q1 2026 | May 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 193,000 | 11,001 | 0.24% | 0.26% | 92 | +23,200 | 13.66% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 172,932 | 9,857 | 0.01% | 0.01% | 93 | +18,184 | 11.75% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 172,497 | 9,832 | 0.02% | 0.03% | 94 | -9,311 | -5.12% | Q1 2026 | May 15, 2026 |
| SYCOMORE ASSET MANAGEMENT | History | No change | 155,373 | 9,576 | 1.33% | 1.58% | 95 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 165,619 | 9,440 | 0.01% | 0.01% | 96 | -13,840 | -7.71% | Q1 2026 | May 13, 2026 |
| Walleye Capital LLC | History | Added to | 159,017 | 9,063 | 0.04% | 0.02% | 97 | +63,463 | 66.42% | Q1 2026 | May 13, 2026 |
| Robinhood Asset Management, LLC | History | Added to | 157,757 | 8,992 | 0.65% | 0.57% | 98 | +59,651 | 60.8% | Q1 2026 | Apr 13, 2026 |
| Invesco Ltd. | History | Added to | 146,373 | 8,343 | 0.0% | 0.0% | 99 | +14,339 | 10.86% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 110,440 | 8,033 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 138,354 | 7,886 | 0.09% | 0.13% | 101 | -17,362 | -11.15% | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 137,423 | 7,833 | 0.01% | 0.01% | 102 | -21,020 | -13.27% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 135,398 | 7,717 | 0.01% | 0.01% | 103 | +27,962 | 26.03% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 134,971 | 7,693 | 0.01% | 0.01% | 104 | +2,665 | 2.01% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Added to | 133,221 | 7,593 | 0.0% | 0.0% | 105 | +124,435 | 1416.29% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 131,050 | 7,469 | 0.01% | 0.01% | 106 | +53,504 | 69.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 129,451 | 7,378 | 0.01% | 0.02% | 107 | -13,332 | -9.34% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 129,017 | 7,353 | 0.01% | 0.02% | 108 | +778 | 0.61% | Q1 2026 | May 06, 2026 |
| Walleye Trading LLC | History | Reduced | 128,200 | 7,307 | 0.01% | 0.02% | 109 | -87,200 | -40.48% | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 125,257 | 7,139 | 0.0% | 0.0% | 110 | +5,791 | 4.85% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 124,513 | 7,097 | 0.01% | 0.02% | 111 | -76,536 | -38.07% | Q1 2026 | May 14, 2026 |
| Tikvah Management LLC | History | No change | 119,939 | 6,836 | 2.12% | 2.33% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 115,952 | 6,609 | 0.72% | 0.85% | 113 | +7,263 | 6.68% | Q1 2026 | May 08, 2026 |
| SQUARE PEG CAPITAL PTY LTD | History | Reduced | 108,193 | 6,167 | 8.2% | 10.98% | 114 | -42,822 | -28.36% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 107,454 | 6,124 | 0.02% | 0.0% | 115 | +100,185 | 1378.25% | Q1 2026 | May 14, 2026 |
| LOUNTZIS ASSET MANAGEMENT, LLC | History | Added to | 105,099 | 5,990 | 2.2% | 2.55% | 116 | +6,189 | 6.26% | Q1 2026 | May 07, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 102,821 | 5,860 | 0.01% | — | 117 | +102,821 | New | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 98,516 | 5,615 | 0.01% | 0.0% | 118 | +93,755 | 1969.23% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 95,726 | 5,456 | 0.0% | 0.0% | 119 | +74,170 | 344.08% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 95,590 | 5,448 | 0.0% | 0.0% | 120 | -27,056 | -22.06% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 93,252 | 5,347 | 0.01% | 0.08% | 121 | -569,676 | -85.93% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 92,235 | 5,257 | 0.0% | 0.01% | 122 | -630,154 | -87.23% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 88,186 | 5,026 | 0.0% | 0.01% | 123 | -153,879 | -63.57% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 87,484 | 4,986 | 0.01% | 0.01% | 124 | +4,159 | 4.99% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 87,434 | 4,983 | 0.02% | 0.02% | 125 | +4,819 | 5.83% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 83,700 | 4,770 | 0.0% | 0.0% | 126 | -24,000 | -22.28% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 82,910 | 4,725 | 0.05% | 0.09% | 127 | -21,973 | -20.95% | Q1 2026 | Apr 23, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Added to | 81,963 | 4,671 | 0.07% | 0.07% | 128 | +17,679 | 27.5% | Q1 2026 | May 13, 2026 |
| 2Xideas AG | History | Added to | 77,788 | 4,433 | 1.74% | 1.45% | 129 | +6,527 | 9.16% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 73,037 | 4,163 | 0.0% | 0.0% | 130 | +18,190 | 33.16% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 72,925 | 4,156 | 0.04% | 0.05% | 131 | -11,886 | -14.01% | Q1 2026 | May 13, 2026 |
| Roubaix Capital, LLC | History | Added to | 72,754 | 4,146 | 1.93% | 1.46% | 132 | +25,687 | 54.58% | Q1 2026 | May 06, 2026 |
| Pier Capital, LLC | History | Reduced | 69,671 | 3,971 | 0.66% | 0.82% | 133 | -1,313 | -1.85% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 65,825 | 3,752 | 0.0% | 0.0% | 134 | +40,068 | 155.56% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 65,460 | 3,731 | 0.01% | 0.0% | 135 | +48,840 | 293.86% | Q1 2026 | May 11, 2026 |
| DNCA FINANCE | History | Reduced | 60,900 | 3,471 | 0.2% | 0.29% | 136 | -7,150 | -10.51% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 59,184 | 3,373 | 0.02% | 0.03% | 137 | -28,674 | -32.64% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 58,457 | 3,332 | 0.0% | 0.0% | 138 | -3,033 | -4.93% | Q1 2026 | May 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 57,153 | 3,257 | 0.01% | 0.01% | 139 | +3,126 | 5.79% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 56,284 | 3,208 | 0.0% | 0.0% | 140 | +52,035 | 1224.64% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | New | 55,800 | 3,180 | 0.09% | — | 141 | +55,800 | New | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Reduced | 54,503 | 3,106 | 0.0% | 0.0% | 142 | -2,337 | -4.11% | Q1 2026 | May 13, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 53,622 | 3,056 | 0.01% | 0.01% | 143 | +5,614 | 11.69% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 53,589 | 3,054 | 0.03% | 0.03% | 144 | +4,096 | 8.28% | Q1 2026 | Apr 29, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 53,327 | 3,039 | 0.0% | 0.0% | 145 | -8,673 | -13.99% | Q1 2026 | May 15, 2026 |
| Nan Fung Group Holdings Ltd | History | No change | 53,299 | 3,038 | 2.51% | 3.47% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GEORGE KAISER FAMILY FOUNDATION | History | Added to | 52,458 | 2,990 | 0.34% | 0.51% | 147 | +152 | 0.29% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 57,784 | 2,971 | 0.01% | 0.0% | 148 | +47,594 | 467.07% | Q1 2026 | Apr 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 51,600 | 2,941 | 0.0% | 0.0% | 149 | +50,300 | 3869.23% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 50,749 | 2,892 | 0.02% | 0.01% | 150 | +28,705 | 130.22% | Q1 2026 | Apr 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 50,700 | 2,889 | 0.01% | 0.01% | 151 | +3,000 | 6.29% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 50,600 | 2,884 | 0.0% | 0.0% | 152 | +600 | 1.2% | Q1 2026 | May 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 49,199 | 2,804 | 0.01% | 0.01% | 153 | +10,271 | 26.38% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 48,759 | 2,779 | 0.0% | — | 154 | +48,759 | New | Q1 2026 | May 08, 2026 |
| Nicholas Investment Partners, LP | History | New | 48,234 | 2,749 | 0.2% | — | 155 | +48,234 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 47,497 | 2,707 | 0.01% | 0.01% | 156 | +1,348 | 2.92% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 47,183 | 2,689 | 0.0% | 0.0% | 157 | +8,848 | 23.08% | Q1 2026 | May 13, 2026 |
| Northside Capital Management, LLC | History | No change | 46,945 | 2,675 | 0.23% | 0.3% | 158 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sone Capital Management, LLC | History | Reduced | 44,402 | 2,530 | 0.21% | 1.18% | 159 | -155,109 | -77.74% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 43,232 | 2,464 | 0.01% | 0.01% | 160 | +5,719 | 15.25% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 45,320 | 2,459 | 0.0% | 0.0% | 161 | +44,685 | 7037.01% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 42,503 | 2,419 | 0.0% | 0.02% | 162 | -225,597 | -84.15% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 42,114 | 2,400 | 0.0% | 0.0% | 163 | +22,724 | 117.19% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 41,423 | 2,361 | 0.0% | 0.0% | 164 | +23,847 | 135.68% | Q1 2026 | May 11, 2026 |
| CI INVESTMENTS INC. | History | Added to | 40,268 | 2,295 | 0.01% | 0.01% | 165 | +1,650 | 4.27% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Added to | 39,872 | 2,272 | 0.16% | 0.21% | 166 | +533 | 1.35% | Q1 2026 | Apr 28, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 39,670 | 2,261 | 1.29% | 1.47% | 167 | -223 | -0.56% | Q1 2026 | Apr 29, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 39,393 | 2,245 | 0.0% | 0.0% | 168 | +306 | 0.78% | Q1 2026 | Apr 21, 2026 |
| Madison Asset Management, LLC | History | New | 39,358 | 2,243 | 0.03% | — | 169 | +39,358 | New | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 37,908 | 2,160 | 0.0% | 0.0% | 170 | -7,894 | -17.24% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 37,656 | 2,146 | 0.0% | 0.0% | 171 | +5,473 | 17.01% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 35,854 | 2,043 | 0.02% | — | 172 | +35,854 | New | Q1 2026 | May 11, 2026 |
| NATIXIS | History | Added to | 35,608 | 2,029 | 0.01% | 0.0% | 173 | +23,052 | 183.59% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 33,914 | 1,933 | 0.0% | 0.0% | 174 | -3,127 | -8.44% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 33,239 | 1,894 | 0.0% | 0.0% | 175 | -4,345 | -11.56% | Q1 2026 | Apr 27, 2026 |
| Palidye Holdings (Caymans) Ltd | History | Reduced | 32,139 | 1,831 | 0.34% | 0.89% | 176 | -28,204 | -46.74% | Q1 2026 | May 15, 2026 |
| Bullseye Asset Management LLC | History | Added to | 31,838 | 1,815 | 1.05% | 0.74% | 177 | +13,000 | 69.01% | Q1 2026 | May 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 31,332 | 1,785 | 0.02% | 0.03% | 178 | -19,213 | -38.01% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 30,936 | 1,763 | 0.01% | 0.01% | 179 | -660 | -2.09% | Q1 2026 | May 01, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 30,096 | 1,715 | 0.2% | 0.27% | 180 | -729 | -2.36% | Q1 2026 | Apr 17, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,759 | 1,696 | 0.0% | 0.01% | 181 | -5,795 | -16.3% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 28,439 | 1,621 | 0.0% | 0.02% | 182 | -39,386 | -58.07% | Q1 2026 | May 15, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 28,266 | 1,611 | 0.02% | 0.02% | 183 | +4,686 | 19.87% | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Added to | 28,220 | 1,608 | 0.0% | 0.0% | 184 | +7,888 | 38.8% | Q1 2026 | May 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 27,738 | 1,581 | 0.0% | — | 185 | +27,738 | New | Q1 2026 | May 08, 2026 |
| Cache Advisors, LLC | History | Reduced | 26,686 | 1,521 | 0.18% | 0.32% | 186 | -9,166 | -25.57% | Q1 2026 | Apr 17, 2026 |
| Napean Trading & Investment Co (Singapore) PTE Ltd | History | No change | 26,649 | 1,518 | 0.65% | 0.38% | 187 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 24,800 | 1,413 | 0.01% | 0.01% | 188 | +700 | 2.9% | Q1 2026 | Apr 29, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 24,660 | 1,405 | 0.09% | 0.08% | 189 | +7,804 | 46.3% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 24,602 | 1,402 | 0.0% | 0.0% | 190 | +2,357 | 10.6% | Q1 2026 | May 08, 2026 |
| HB Wealth Management, LLC | History | Reduced | 24,473 | 1,394 | 0.01% | 0.02% | 191 | -15,582 | -38.9% | Q1 2026 | Apr 27, 2026 |
| BDF-GESTION | History | New | 24,078 | 1,372 | 0.18% | — | 192 | +24,078 | New | Q1 2026 | Apr 10, 2026 |
| DEEPWATER ASSET MANAGEMENT, LLC | History | New | 22,771 | 1,297 | 0.82% | — | 193 | +22,771 | New | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,659 | 1,291 | 0.0% | 0.0% | 194 | +20,976 | 1246.35% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 17,703 | 1,287 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| XPONANCE LLC | History | Added to | 22,100 | 1,259 | 0.01% | 0.01% | 196 | +4,206 | 23.51% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 21,800 | 1,243 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Atom Investors LP | History | New | 21,630 | 1,232 | 0.09% | — | 198 | +21,630 | New | Q1 2026 | May 15, 2026 |
| Richard P Slaughter Associates Inc | History | No change | 36,000 | 1,226 | 0.26% | 0.29% | 199 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 21,423 | 1,217 | 0.03% | 0.02% | 200 | +6,738 | 45.88% | Q1 2026 | May 04, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 20,294 | 1,156 | 0.01% | 0.01% | 201 | -7,117 | -25.96% | Q1 2026 | May 15, 2026 |
| CULLINAN ASSOCIATES INC | History | No change | 20,000 | 1,140 | 0.09% | 0.1% | 202 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 19,518 | 1,112 | 0.01% | 0.01% | 203 | +444 | 2.33% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 19,500 | 1,111 | 0.0% | 0.0% | 204 | -1,200 | -5.8% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 19,161 | 1,092 | 0.01% | 0.01% | 205 | +8,369 | 77.55% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 18,849 | 1,074 | 0.0% | 0.0% | 206 | +1,439 | 8.27% | Q1 2026 | Apr 22, 2026 |
| Malaga Cove Capital, LLC | History | Reduced | 18,806 | 1,071 | 0.38% | 0.48% | 207 | -334 | -1.75% | Q1 2026 | May 07, 2026 |
| Merit Financial Group, LLC | History | New | 18,501 | 1,054 | 0.01% | — | 208 | +18,501 | New | Q1 2026 | Apr 15, 2026 |
| National Philanthropic Trust | History | No change | 16,429 | 936 | 0.01% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 16,395 | 933 | 0.0% | 0.0% | 210 | +11,823 | 258.6% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 16,099 | 917 | 0.01% | 0.01% | 211 | +2,755 | 20.65% | Q1 2026 | May 05, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 15,613 | 889 | 0.02% | 0.02% | 213 | +3,076 | 24.54% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 15,599 | 889 | 0.02% | 0.02% | 212 | +1,165 | 8.07% | Q1 2026 | Apr 16, 2026 |
| WHITTIER TRUST CO | History | No change | 15,478 | 885 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SG Americas Securities, LLC | History | Added to | 15,130 | 862 | 0.0% | 0.0% | 215 | +4,777 | 46.14% | Q1 2026 | Apr 16, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 14,958 | 852 | 0.01% | 0.0% | 216 | +7,203 | 92.88% | Q1 2026 | May 07, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 14,270 | 813 | 0.01% | — | 217 | +14,270 | New | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 13,850 | 789 | 0.0% | — | 218 | +13,850 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 13,847 | 789 | 0.01% | — | 219 | +13,847 | New | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 13,590 | 774 | 0.01% | 0.01% | 220 | +5,251 | 62.97% | Q1 2026 | May 12, 2026 |
| Intellectus Partners, LLC | History | Added to | 13,055 | 744 | 0.15% | 0.18% | 221 | +350 | 2.75% | Q1 2026 | Apr 10, 2026 |
| Integrated Wealth Concepts LLC | History | New | 12,614 | 718 | 0.01% | — | 222 | +12,614 | New | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 11,895 | 665 | 0.01% | 0.02% | 223 | +5,703 | 92.1% | Q1 2026 | May 01, 2026 |
| Tidal Investments LLC | History | Reduced | 11,622 | 662 | 0.0% | 0.0% | 224 | -687 | -5.58% | Q1 2026 | May 15, 2026 |
| AIA Group Ltd | History | No change | 11,130 | 634 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 10,956 | 624 | 0.0% | 0.01% | 226 | -3,986 | -26.68% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 10,366 | 590 | 0.0% | 0.0% | 227 | +6,172 | 147.16% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | New | 10,000 | 570 | 0.03% | — | 228 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 9,871 | 562 | 0.0% | — | 229 | +9,871 | New | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | New | 9,818 | 559 | 0.02% | — | 231 | +9,818 | New | Q1 2026 | Apr 21, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,808 | 559 | 0.0% | 0.0% | 230 | +2,925 | 42.5% | Q1 2026 | May 13, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 9,575 | 545 | 0.04% | — | 232 | +9,575 | New | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 9,480 | 540 | 0.02% | 0.04% | 234 | -4,163 | -30.51% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,467 | 540 | 0.0% | 0.01% | 233 | -265 | -2.72% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Added to | 9,412 | 536 | 0.0% | 0.0% | 235 | +225 | 2.45% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 9,360 | 533 | 0.0% | 0.0% | 236 | -176 | -1.85% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 9,017 | 513 | 0.0% | 0.0% | 237 | +585 | 6.94% | Q1 2026 | May 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 8,925 | 508 | 0.0% | 0.0% | 238 | -244 | -2.66% | Q1 2026 | Apr 30, 2026 |
| Bull Harbor Capital LLC | History | New | 8,684 | 494 | 0.13% | — | 239 | +8,684 | New | Q1 2026 | May 18, 2026 |
| Sonoma Private Wealth LLC | History | No change | 8,648 | 492 | 0.61% | 0.76% | 240 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,572 | 488 | 0.01% | 0.0% | 241 | +8,316 | 3248.44% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,426 | 480 | 0.0% | 0.0% | 242 | +725 | 9.41% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 8,438 | 480 | 0.01% | 0.02% | 243 | -565 | -6.28% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,347 | 476 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 8,333 | 474 | 0.0% | 0.0% | 245 | +2,797 | 50.52% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 8,256 | 470 | 0.01% | 0.01% | 246 | +266 | 3.33% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,802 | 444 | 0.0% | 0.0% | 247 | -1,685 | -17.76% | Q1 2026 | Apr 29, 2026 |
| Circle Wealth Management, LLC | History | New | 7,747 | 441 | 0.01% | — | 248 | +7,747 | New | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 7,706 | 439 | 0.0% | 0.0% | 249 | +306 | 4.14% | Q1 2026 | May 14, 2026 |
| Premier Private Wealth Management LLC | History | No change | 7,665 | 436 | 0.46% | 0.45% | 250 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PEAK6 LLC | History | Reduced | 7,620 | 434 | 0.0% | 0.0% | 251 | -19,080 | -71.46% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | New | 7,493 | 427 | 0.04% | — | 252 | +7,493 | New | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,468 | 425 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 7,433 | 423 | 0.0% | 0.0% | 254 | -41,252 | -84.73% | Q1 2026 | May 14, 2026 |
| Waverly Advisors, LLC | History | New | 7,219 | 411 | 0.0% | — | 255 | +7,219 | New | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 7,197 | 410 | 0.0% | 0.0% | 256 | -2,370 | -24.77% | Q1 2026 | May 12, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 7,152 | 407 | 0.0% | 0.0% | 257 | +1,845 | 34.77% | Q1 2026 | May 14, 2026 |
| DnB Asset Management AS | History | New | 7,025 | 400 | 0.0% | — | 258 | +7,025 | New | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Added to | 7,007 | 399 | 0.0% | 0.0% | 259 | +1,498 | 27.19% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,895 | 393 | 0.0% | 0.0% | 260 | +1,271 | 22.6% | Q1 2026 | May 05, 2026 |
| EntryPoint Capital, LLC | History | New | 6,879 | 392 | 0.11% | — | 261 | +6,879 | New | Q1 2026 | May 14, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 6,816 | 388 | 0.01% | 0.01% | 262 | -47 | -0.68% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | Reduced | 6,720 | 383 | 0.01% | 0.01% | 263 | -5,543 | -45.2% | Q1 2026 | Apr 27, 2026 |
| ELWOOD CAPITAL PARTNERS LP | History | Reduced | 6,734 | 383 | 0.19% | 0.43% | 264 | -3,292 | -32.83% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | New | 6,564 | 380 | 0.01% | — | 265 | +6,564 | New | Q1 2026 | Apr 08, 2026 |
| Utah Retirement Systems | History | Added to | 6,652 | 379 | 0.0% | 0.0% | 266 | +595 | 9.82% | Q1 2026 | May 15, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 6,587 | 375 | 0.02% | — | 268 | +6,587 | New | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 5,164 | 375 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| State of Wyoming | History | Reduced | 6,510 | 371 | 0.04% | 0.07% | 269 | -2,797 | -30.05% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 6,435 | 366 | 0.01% | 0.01% | 270 | +904 | 16.34% | Q1 2026 | Apr 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 6,396 | 364 | 0.02% | 0.0% | 271 | +5,756 | 899.38% | Q1 2026 | May 07, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 6,368 | 362 | 0.01% | 0.01% | 272 | +553 | 9.51% | Q1 2026 | May 15, 2026 |
| Hills Bank & Trust Co | History | Added to | 6,330 | 360 | 0.02% | 0.03% | 273 | +126 | 2.03% | Q1 2026 | May 01, 2026 |
| First Bank & Trust | History | Reduced | 6,264 | 357 | 0.06% | 0.08% | 275 | -242 | -3.72% | Q1 2026 | Apr 10, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,920 | 357 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Inscription Capital, LLC | History | New | 6,179 | 352 | 0.04% | — | 276 | +6,179 | New | Q1 2026 | Apr 20, 2026 |
| CenterBook Partners LP | History | New | 6,146 | 350 | 0.02% | — | 277 | +6,146 | New | Q1 2026 | May 05, 2026 |
| Baker Avenue Asset Management, LP | History | New | 6,085 | 346 | 0.01% | — | 278 | +6,085 | New | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 6,059 | 345 | 0.01% | — | 279 | +6,059 | New | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 6,037 | 344 | 0.0% | 0.01% | 280 | -634 | -9.5% | Q1 2026 | May 08, 2026 |
| Frec Markets, Inc. | History | New | 6,005 | 342 | 0.06% | — | 281 | +6,005 | New | Q1 2026 | May 13, 2026 |
| Inspire Investing, LLC | History | Added to | 5,899 | 336 | 0.03% | 0.03% | 282 | +1,429 | 31.97% | Q1 2026 | Apr 23, 2026 |
| PDT Partners, LLC | History | No change | 5,780 | 329 | 0.02% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,739 | 327 | 0.01% | 0.01% | 284 | -141 | -2.4% | Q1 2026 | May 07, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,591 | 318 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 5,485 | 312 | 0.0% | 0.0% | 286 | +4,858 | 774.8% | Q1 2026 | May 14, 2026 |
| Ariadne Wealth Management, LP | History | New | 5,427 | 309 | 0.14% | — | 288 | +5,427 | New | Q1 2026 | May 15, 2026 |
| Third View Private Wealth, LLC | History | Added to | 5,437 | 309 | 0.04% | 0.05% | 287 | +257 | 4.96% | Q1 2026 | Apr 15, 2026 |
| Krilogy Financial LLC | History | New | 5,752 | 308 | 0.01% | — | 289 | +5,752 | New | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 5,408 | 308 | 0.02% | — | 290 | +5,408 | New | Q1 2026 | Apr 16, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Reduced | 5,490 | 306 | 0.01% | 0.02% | 291 | -9,965 | -64.48% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,336 | 304 | 0.0% | 0.0% | 292 | -194 | -3.51% | Q1 2026 | May 08, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 5,313 | 303 | 0.02% | — | 293 | +5,313 | New | Q1 2026 | Apr 28, 2026 |
| CONNABLE OFFICE INC | History | Added to | 5,271 | 300 | 0.03% | 0.02% | 294 | +2,500 | 90.22% | Q1 2026 | Apr 29, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 5,179 | 295 | 0.0% | 0.0% | 295 | -1,483 | -22.26% | Q1 2026 | May 04, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 5,154 | 293 | 0.08% | 0.1% | 296 | +195 | 3.93% | Q1 2026 | Apr 27, 2026 |
| CIBC Asset Management Inc | History | No change | 5,101 | 290 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 5,114 | 289 | 0.0% | 0.0% | 298 | +224 | 4.58% | Q1 2026 | May 08, 2026 |
| Palogic Value Management, L.P. | History | New | 5,000 | 285 | 0.12% | — | 299 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 4,976 | 283 | 0.01% | 0.01% | 300 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 4,963 | 282 | 0.0% | 0.0% | 301 | -1,685 | -25.35% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 4,963 | 282 | 0.0% | 0.0% | 302 | +1,254 | 33.81% | Q1 2026 | Apr 30, 2026 |
| TFB Advisors LLC | History | Reduced | 4,918 | 280 | 0.15% | 0.11% | 303 | -525 | -9.65% | Q1 2026 | Apr 20, 2026 |
| Curi Capital, LLC | History | Reduced | 4,825 | 275 | 0.0% | 0.05% | 304 | -36,946 | -88.45% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 4,739 | 270 | 0.0% | 0.0% | 305 | -919 | -16.24% | Q1 2026 | May 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 4,529 | 258 | 0.01% | — | 306 | +4,529 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,498 | 256 | 0.01% | 0.0% | 307 | +4,086 | 991.75% | Q1 2026 | May 15, 2026 |
| LGT Fund Management Co Ltd. | History | No change | 4,441 | 253 | 0.01% | 0.03% | 308 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 4,391 | 250 | 0.01% | — | 309 | +4,391 | New | Q1 2026 | May 15, 2026 |
| Rothschild Wealth LLC | History | New | 4,316 | 246 | 0.02% | — | 311 | +4,316 | New | Q1 2026 | May 06, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 4,321 | 246 | 0.0% | 0.0% | 310 | +192 | 4.65% | Q1 2026 | May 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 4,277 | 243 | 0.0% | — | 312 | +4,277 | New | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Reduced | 4,094 | 233 | 0.0% | 0.0% | 313 | -532 | -11.5% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 3,991 | 227 | 0.01% | 0.01% | 314 | +1,204 | 43.2% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 3,952 | 225 | 0.0% | 0.0% | 315 | +1,462 | 58.71% | Q1 2026 | Apr 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,843 | 219 | 0.0% | — | 316 | +3,843 | New | Q1 2026 | May 15, 2026 |
| nVerses Capital, LLC | History | New | 3,811 | 217 | 0.2% | — | 317 | +3,811 | New | Q1 2026 | May 13, 2026 |
| Freestone Capital Holdings, LLC | History | Reduced | 3,802 | 216 | 0.01% | 0.01% | 319 | -2,350 | -38.2% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,803 | 216 | 0.0% | 0.0% | 318 | -1,755 | -31.58% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 3,782 | 215 | 0.0% | — | 320 | +3,782 | New | Q1 2026 | May 13, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 3,756 | 214 | 0.01% | 0.01% | 321 | +708 | 23.23% | Q1 2026 | May 07, 2026 |
| XTX Topco Ltd | History | Reduced | 3,626 | 206 | 0.0% | 0.13% | 322 | -62,068 | -94.48% | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 4,380 | 206 | 0.02% | — | 323 | +4,380 | New | Q1 2026 | Apr 29, 2026 |
| WoodTrust Financial Corp | History | Added to | 3,600 | 205 | 0.03% | 0.03% | 324 | +350 | 10.77% | Q1 2026 | May 06, 2026 |
| Abel Hall, LLC | History | New | 3,594 | 204 | 0.04% | — | 326 | +3,594 | New | Q1 2026 | Apr 28, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 3,555 | 204 | 0.06% | 0.04% | 325 | +301 | 9.25% | Q1 2026 | Apr 23, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 3,528 | 201 | 0.03% | 0.04% | 327 | -300 | -7.84% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,568 | 198 | 0.01% | 0.01% | 328 | -143 | -3.85% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 3,431 | 195 | 0.0% | 0.0% | 329 | -281 | -7.57% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 3,407 | 194 | 0.05% | 0.07% | 330 | -83 | -2.38% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Added to | 3,236 | 184 | 0.06% | 0.0% | 331 | +3,044 | 1585.42% | Q1 2026 | May 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,109 | 178 | 0.0% | 0.0% | 332 | +26 | 0.84% | Q1 2026 | Apr 07, 2026 |
| KBC Group NV | History | No change | 3,085 | 176 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,027 | 172 | 0.0% | 0.0% | 334 | +2,122 | 234.48% | Q1 2026 | Apr 07, 2026 |
| STRS OHIO | History | Added to | 2,996 | 170 | 0.0% | 0.0% | 335 | +251 | 9.14% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,904 | 165 | 0.0% | 0.0% | 336 | +1,884 | 184.71% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,627 | 150 | 0.0% | 0.0% | 337 | +147 | 5.93% | Q1 2026 | May 06, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 2,126 | 121 | 0.0% | 0.0% | 338 | +280 | 15.17% | Q1 2026 | May 15, 2026 |
| Canton Hathaway, LLC | History | No change | 2,132 | 121 | 0.02% | 0.03% | 339 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AlphaQuest LLC | History | No change | 1,537 | 111 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hilltop National Bank | History | Added to | 1,792 | 102 | 0.02% | 0.03% | 341 | +300 | 20.11% | Q1 2026 | Apr 02, 2026 |
| GAMMA Investing LLC | History | Added to | 1,782 | 101 | 0.0% | 0.01% | 342 | +126 | 7.61% | Q1 2026 | Apr 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Reduced | 1,518 | 86 | 0.01% | 0.04% | 343 | -2,298 | -60.22% | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,407 | 80 | 0.0% | 0.0% | 344 | +344 | 32.36% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,300 | 74 | 0.0% | 0.0% | 345 | +300 | 30.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,125 | 64 | 0.0% | — | 346 | +1,115 | 11150.0% | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,106 | 62 | 0.0% | 0.01% | 347 | -149,814 | -99.27% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 843 | 61 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,052 | 59 | 0.01% | 0.01% | 349 | +78 | 8.01% | Q1 2026 | Apr 06, 2026 |
| Greycroft LP | History | Reduced | 1,000 | 57 | 0.04% | 1.61% | 350 | -34,000 | -97.14% | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 902 | 51 | 0.02% | 0.01% | 351 | +569 | 170.87% | Q1 2026 | Apr 14, 2026 |
| Sterling Capital Management LLC | History | Added to | 894 | 50 | 0.0% | 0.0% | 352 | +74 | 9.02% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 868 | 49 | 0.01% | 0.01% | 353 | -8 | -0.91% | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 834 | 47 | 0.0% | 0.0% | 354 | -231 | -21.69% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 824 | 46 | 0.0% | 0.0% | 355 | +46 | 5.91% | Q1 2026 | May 12, 2026 |
| Employees Retirement System of Texas | History | No change | 749 | 43 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 747 | 42 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 731 | 41 | 0.0% | 0.0% | 358 | +475 | 185.55% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 711 | 40 | 0.01% | 0.0% | 359 | +626 | 736.47% | Q1 2026 | Apr 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 678 | 38 | 0.0% | 0.0% | 360 | -2 | -0.29% | Q1 2026 | Apr 30, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 664 | 37 | 0.0% | 0.0% | 361 | +104 | 18.57% | Q1 2026 | Apr 27, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 500 | 28 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 475 | 27 | 0.0% | 0.0% | 363 | -1,384 | -74.45% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 465 | 26 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 450 | 25 | 0.0% | — | 365 | +450 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 432 | 24 | 0.0% | — | 366 | +426 | 7100.0% | Q1 2026 | Apr 23, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 411 | 23 | 0.01% | 0.0% | 368 | +150 | 57.47% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 404 | 23 | 0.0% | 0.0% | 367 | +1 | 0.25% | Q1 2026 | May 07, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 390 | 22 | 0.0% | 0.0% | 369 | -2,087 | -84.26% | Q1 2026 | May 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 353 | 20 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DANSKE BANK A/S | History | Reduced | 300 | 17 | 0.0% | 0.0% | 371 | -1,300 | -81.25% | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 300 | 17 | 0.0% | 0.0% | 372 | +200 | 200.0% | Q1 2026 | May 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 293 | 16 | 0.01% | 0.01% | 373 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 272 | 15 | 0.0% | 0.0% | 374 | +90 | 49.45% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | New | 232 | 13 | 0.0% | — | 375 | +232 | New | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 220 | 12 | 0.0% | 0.0% | 376 | -198 | -47.37% | Q1 2026 | Apr 13, 2026 |
| Aventura Private Wealth, LLC | History | No change | 217 | 12 | 0.0% | 0.01% | 377 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Marquette Asset Management, LLC | History | Added to | 199 | 11 | 0.0% | 0.0% | 378 | +93 | 87.74% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 138 | 10 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 165 | 9 | 0.0% | 0.0% | 380 | +114 | 223.53% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 157 | 8 | 0.01% | — | 384 | +157 | New | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Added to | 147 | 8 | 0.0% | — | 381 | +142 | 2840.0% | Q1 2026 | Apr 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 157 | 8 | 0.0% | 0.0% | 383 | +134 | 582.61% | Q1 2026 | Apr 17, 2026 |
| Avion Wealth | History | Added to | 156 | 8 | 0.0% | 0.0% | 382 | +24 | 18.18% | Q1 2026 | May 01, 2026 |
| North Star Investment Management Corp. | History | Added to | 128 | 7 | 0.0% | — | 386 | +120 | 1500.0% | Q1 2026 | Apr 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 128 | 7 | 0.0% | 0.0% | 385 | +91 | 245.95% | Q1 2026 | May 08, 2026 |
| Bayforest Capital Ltd | History | New | 106 | 6 | 0.01% | — | 390 | +106 | New | Q1 2026 | Apr 15, 2026 |
| Rossby Financial, LCC | History | Added to | 109 | 6 | 0.0% | — | 389 | +96 | 738.46% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 104 | 6 | 0.0% | 0.01% | 388 | -50 | -32.47% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 108 | 6 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 102 | 5 | 0.0% | 0.0% | 391 | +56 | 121.74% | Q1 2026 | Apr 28, 2026 |
| Park Place Capital Corp | History | Added to | 95 | 5 | 0.0% | 0.0% | 393 | +41 | 75.93% | Q1 2026 | Apr 09, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 91 | 5 | 0.0% | 0.0% | 392 | +19 | 26.39% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 85 | 4 | 0.0% | — | 395 | +78 | 1114.29% | Q1 2026 | Apr 24, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 83 | 4 | 0.0% | 0.0% | 394 | +42 | 102.44% | Q1 2026 | May 15, 2026 |
| First Pacific Financial | History | Added to | 80 | 4 | 0.0% | 0.0% | 396 | +3 | 3.9% | Q1 2026 | Apr 23, 2026 |
| Motiv8 Investments LLC | History | No change | 52 | 4 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Exane Asset Management | History | Reduced | 59 | 3 | 0.0% | 0.15% | 399 | -8,261 | -99.29% | Q1 2026 | Apr 29, 2026 |
| JNBA Financial Advisors | History | New | 66 | 3 | 0.0% | — | 404 | +66 | New | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | New | 62 | 3 | 0.0% | — | 406 | +62 | New | Q1 2026 | Apr 29, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 48 | 3 | 0.0% | — | 405 | +48 | New | Q1 2026 | Apr 16, 2026 |
| Sachetta, LLC | History | Added to | 54 | 3 | 0.0% | 0.0% | 402 | +34 | 170.0% | Q1 2026 | May 01, 2026 |
| SHP Wealth Management | History | Added to | 66 | 3 | 0.0% | 0.0% | 401 | +23 | 53.49% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 55 | 3 | 0.0% | 0.0% | 398 | +21 | 61.76% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 69 | 3 | 0.0% | 0.0% | 400 | -20 | -22.47% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 55 | 3 | 0.0% | 0.0% | 403 | -14 | -20.29% | Q1 2026 | Apr 23, 2026 |
| First Command Advisory Services, Inc. | History | New | 49 | 2 | 0.0% | — | 410 | +49 | New | Q1 2026 | May 07, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 42 | 2 | 0.0% | — | 411 | +42 | New | Q1 2026 | May 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 40 | 2 | 0.0% | — | 408 | +33 | 471.43% | Q1 2026 | Apr 30, 2026 |
| Bogart Wealth, LLC | History | Added to | 39 | 2 | 0.0% | — | 409 | +31 | 387.5% | Q1 2026 | Apr 28, 2026 |
| WEBSTER BANK, N. A. | History | No change | 43 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 414 | -7,972 | -99.64% | Q1 2026 | Apr 30, 2026 |
| Richardson Capital Management LLC | History | New | 30 | 1 | 0.0% | — | 420 | +30 | New | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 29 | 1 | 0.0% | — | 422 | +29 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | New | 19 | 1 | 0.0% | — | 421 | +19 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 419 | -17 | -37.78% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Added to | 24 | 1 | 0.0% | 0.0% | 413 | +10 | 71.43% | Q1 2026 | May 11, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 19 | 1 | 0.0% | — | 412 | +6 | 46.15% | Q1 2026 | Apr 29, 2026 |
| Cromwell Holdings LLC | History | Added to | 19 | 1 | 0.0% | 0.0% | 415 | +5 | 35.71% | Q1 2026 | Apr 30, 2026 |
| Bear Mountain Capital, Inc. | History | Added to | 28 | 1 | 0.0% | 0.0% | 417 | +3 | 12.0% | Q1 2026 | May 12, 2026 |
| CoreCap Advisors, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 34 | 1 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.4% | — | -1,436,508 | -100.0% | Q1 2026 | May 15, 2026 |
| Alua Capital Management LP | History | Closed out | 0 | 0 | — | 4.82% | — | -893,380 | -100.0% | Q1 2026 | May 15, 2026 |
| NZS Capital, LLC | History | Closed out | 0 | 0 | — | 1.72% | — | -773,108 | -100.0% | Q1 2026 | May 15, 2026 |
| TREMBLANT CAPITAL GROUP | History | Closed out | 0 | 0 | — | 0.75% | — | -401,617 | -100.0% | Q1 2026 | May 15, 2026 |
| Sellaronda Global Management LP | History | Closed out | 0 | 0 | — | 17.92% | — | -285,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Palestra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.64% | — | -250,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Maestria Partners LLC | History | Closed out | 0 | 0 | — | 4.5% | — | -211,240 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -175,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Crescent Park Management, L.P. | History | Closed out | 0 | 0 | — | 7.45% | — | -167,566 | -100.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -117,786 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -109,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Owl Capital Holdings LP | History | Closed out | 0 | 0 | — | 2.12% | — | -94,264 | -100.0% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -71,487 | -100.0% | Q1 2026 | May 14, 2026 |
| Temasek Holdings (Private) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -66,627 | -100.0% | Q1 2026 | May 12, 2026 |
| Liontrust Investment Partners LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -65,982 | -100.0% | Q1 2026 | May 20, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -64,445 | -100.0% | Q1 2026 | May 15, 2026 |
| Vanderbilt University | History | Closed out | 0 | 0 | — | 0.8% | — | -64,091 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Zweig-DiMenna Associates LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -62,283 | -100.0% | Q1 2026 | May 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -54,777 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -44,735 | -100.0% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -29,211 | -100.0% | Q1 2026 | May 15, 2026 |
| Polar Capital Holdings Plc | History | Closed out | 0 | 0 | — | 0.01% | — | -23,200 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -21,218 | -100.0% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -19,701 | -100.0% | Q1 2026 | Apr 28, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.37% | — | -18,316 | -100.0% | Q1 2026 | May 14, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,132 | -100.0% | Q1 2026 | May 15, 2026 |
| Barbara Oil Co. | History | Closed out | 0 | 0 | — | 0.41% | — | -15,025 | -100.0% | Q1 2026 | May 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.01% | — | -13,118 | -100.0% | Q1 2026 | May 12, 2026 |
| Lisanti Capital Growth, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -10,130 | -100.0% | Q1 2026 | May 06, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -9,346 | -100.0% | Q1 2026 | May 18, 2026 |
| Asset Management One Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,083 | -100.0% | Q1 2026 | May 08, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Closed out | 0 | 0 | — | 0.0% | — | -8,827 | -100.0% | Q1 2026 | May 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.06% | — | -8,541 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,119 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Yorktown Management & Research Co Inc | History | Closed out | 0 | 0 | — | 0.39% | — | -6,750 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FORMULA GROWTH LTD | History | Closed out | 0 | 0 | — | 0.19% | — | -6,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,772 | -100.0% | Q1 2026 | May 12, 2026 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,511 | -100.0% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,302 | -100.0% | Q1 2026 | May 15, 2026 |
| Arlington Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,240 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,116 | -100.0% | Q1 2026 | May 13, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -4,640 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -4,275 | -100.0% | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,195 | -100.0% | Q1 2026 | May 14, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,135 | -100.0% | Q1 2026 | May 14, 2026 |
| CHICAGO TRUST Co NA | History | Closed out | 0 | 0 | — | 0.05% | — | -4,117 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Granite Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,110 | -100.0% | Q1 2026 | Apr 30, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -4,063 | -100.0% | Q1 2026 | May 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,902 | -100.0% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,860 | -100.0% | Q1 2026 | May 14, 2026 |
| Wildcat Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -3,851 | -100.0% | Q1 2026 | May 01, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,847 | -100.0% | Q1 2026 | May 12, 2026 |
| Curated Wealth Partners LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,749 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Adams Wealth Management | History | Closed out | 0 | 0 | — | 0.05% | — | -3,426 | -100.0% | Q1 2026 | May 11, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,426 | -100.0% | Q1 2026 | May 11, 2026 |
| ASSOCIATED BANC-CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,389 | -100.0% | Q1 2026 | May 01, 2026 |
| Canandaigua National Trust Co of Florida | History | Closed out | 0 | 0 | — | 0.15% | — | -3,371 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Portside Wealth Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,300 | -100.0% | Q1 2026 | May 12, 2026 |
| INTRUST BANK NA | History | Closed out | 0 | 0 | — | 0.02% | — | -3,263 | -100.0% | Q1 2026 | May 06, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,190 | -100.0% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,160 | -100.0% | Q1 2026 | May 13, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,072 | -100.0% | Q1 2026 | May 07, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,023 | -100.0% | Q1 2026 | May 13, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -2,933 | -100.0% | Q1 2026 | Apr 29, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | — | — | -2,144 | -100.0% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,744 | -100.0% | Q1 2026 | May 15, 2026 |
| COOPER INVESTORS PTY LTD | History | Closed out | 0 | 0 | — | 0.04% | — | -1,536 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,343 | -100.0% | Q1 2026 | Apr 23, 2026 |
| RiverPark Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -548 | -100.0% | Q1 2026 | May 14, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q1 2026 | May 15, 2026 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.0% | — | -198 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Cygnus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -169 | -100.0% | Q1 2026 | May 12, 2026 |
| Johnson Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -112 | -100.0% | Q1 2026 | May 07, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -43 | -100.0% | Q1 2026 | May 11, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -38 | -100.0% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Reduced | 2 | 0 | — | 0.0% | — | -15 | -88.24% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 15 | 0 | — | — | — | +14 | 1400.0% | Q1 2026 | Apr 17, 2026 |
| SouthState Bank Corp | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 05, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 14 | 0 | — | — | — | +13 | 1300.0% | Q1 2026 | May 06, 2026 |
| Addison Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 08, 2026 |
| TopTier Wealth Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 05, 2026 |
| American Capital Advisory, LLC | History | Added to | 14 | 0 | — | — | — | +11 | 366.67% | Q1 2026 | Apr 29, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| Breakwater Investment Management | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +9 | 900.0% | Q1 2026 | Apr 10, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 11 | 0 | — | — | — | +8 | 266.67% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Rachor Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 07, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 08, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 08, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 21, 2026 |
| ALERUS FINANCIAL NA | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 12, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Manchester Capital Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WPG Advisers, LLC | History | No change | 17 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |