Piedmont Realty Trust, Inc. - PDM
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.
Details.
Rows: 0
| 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 | 19,026,998 | 158,685 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 15,071,609 | 99,020 | 0.0% | 0.0% | 2 | +552,844 | 3.81% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 12,487,149 | 82,040 | 0.0% | — | 3 | +12,487,149 | New | Q1 2026 | May 08, 2026 |
| COHEN & STEERS, INC. | History | Added to | 7,427,057 | 48,796 | 0.08% | 0.1% | 4 | +728,855 | 10.88% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,648,873 | 37,113 | 0.0% | — | 5 | +5,648,873 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 5,305,333 | 34,856 | 0.0% | 0.0% | 6 | -84,585 | -1.57% | Q1 2026 | May 15, 2026 |
| WILSEY ASSET MANAGEMENT INC | History | Added to | 4,892,550 | 32,144 | 5.04% | 5.49% | 7 | +651,648 | 15.37% | Q1 2026 | Apr 28, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 4,101,889 | 26,949 | 0.78% | 0.92% | 8 | +324,917 | 8.6% | Q1 2026 | May 08, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 3,839,254 | 25,224 | 0.05% | 0.07% | 9 | -26,700 | -0.69% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 3,502,063 | 23,008 | 0.03% | 0.03% | 10 | +578,287 | 19.78% | Q1 2026 | May 13, 2026 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC | History | Added to | 3,479,473 | 22,860 | 0.24% | 0.28% | 11 | +50,109 | 1.46% | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 3,232,528 | 21,240 | 0.0% | 0.0% | 12 | -14,988 | -0.46% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,197,373 | 21,006 | 0.0% | 0.0% | 13 | -253,448 | -7.34% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,876,650 | 18,899 | 0.0% | 0.0% | 14 | -149,457 | -4.94% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,271,113 | 14,905 | 0.0% | 0.01% | 15 | -468,730 | -17.11% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,666,836 | 10,951 | 0.25% | 0.33% | 16 | -9,305 | -0.56% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,554,400 | 10,212 | 0.0% | 0.0% | 17 | -123,690 | -7.37% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,538,821 | 10,110 | 0.01% | 0.01% | 18 | +1,001,095 | 186.17% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,482,200 | 9,738 | 0.0% | 0.0% | 19 | +57,365 | 4.03% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 1,437,438 | 9,443 | 0.02% | 0.02% | 20 | -53,076 | -3.56% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,389,463 | 9,031 | 0.0% | 0.0% | 21 | -375,736 | -21.29% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,302,010 | 8,554 | 0.0% | 0.0% | 22 | -108,828 | -7.71% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 1,291,717 | 8,486 | 0.04% | 0.06% | 23 | -119,117 | -8.44% | Q1 2026 | May 26, 2026 |
| MORGAN STANLEY | History | Reduced | 1,038,178 | 6,820 | 0.0% | 0.0% | 24 | -125,467 | -10.78% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 978,470 | 6,428 | 0.0% | 0.0% | 25 | +975,737 | 35702.05% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 718,600 | 5,993 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 811,187 | 5,329 | 0.0% | — | 27 | +811,187 | New | Q1 2026 | May 08, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 776,838 | 5,103 | 0.0% | 0.01% | 28 | -26,183 | -3.26% | Q1 2026 | May 13, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Reduced | 762,121 | 5,007 | 0.07% | 0.1% | 29 | -57,117 | -6.97% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 757,953 | 4,979 | 0.0% | 0.0% | 30 | -130,635 | -14.7% | Q1 2026 | May 15, 2026 |
| DC Investments Management, LLC | History | No change | 744,654 | 4,892 | 1.87% | 2.75% | 31 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 686,590 | 4,510 | 0.0% | 0.0% | 32 | -18,247 | -2.59% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 663,237 | 4,357 | 0.01% | 0.01% | 33 | +7,471 | 1.14% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | New | 550,013 | 3,613 | 0.21% | — | 34 | +550,013 | New | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 534,706 | 3,513 | 0.01% | 0.01% | 35 | -19,536 | -3.52% | Q1 2026 | Apr 21, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 388,039 | 3,236 | 0.02% | 0.02% | 36 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 475,748 | 3,125 | 0.0% | 0.0% | 37 | -16,951 | -3.44% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 474,943 | 3,120 | 0.0% | 0.0% | 38 | +474,200 | 63822.34% | Q1 2026 | May 06, 2026 |
| Legal & General Group Plc | History | Reduced | 464,311 | 3,050 | 0.0% | 0.0% | 39 | -58,343 | -11.16% | Q1 2026 | May 08, 2026 |
| Helix Partners Management LP | History | Reduced | 439,787 | 2,889 | 0.77% | 1.75% | 40 | -185,213 | -29.63% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 436,163 | 2,865 | 0.0% | 0.0% | 41 | -83,922 | -16.14% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 409,361 | 2,690 | 0.0% | 0.01% | 42 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 393,532 | 2,585 | 0.0% | 0.0% | 43 | +98,372 | 33.33% | Q1 2026 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 381,656 | 2,507 | 0.02% | 0.02% | 44 | +40,731 | 11.95% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 377,644 | 2,481 | 0.0% | 0.0% | 45 | -26,164 | -6.48% | Q1 2026 | May 05, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 332,246 | 2,182 | 0.01% | 0.01% | 46 | -12,165 | -3.53% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 328,417 | 2,157 | 0.0% | 0.0% | 47 | -5,930 | -1.77% | Q1 2026 | May 12, 2026 |
| Nepsis Inc. | History | Reduced | 319,406 | 2,098 | 0.7% | 0.85% | 48 | -9,878 | -3.0% | Q1 2026 | Apr 15, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 302,261 | 1,986 | 0.02% | 0.02% | 49 | -12,748 | -4.05% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 287,744 | 1,890 | 0.0% | 0.0% | 50 | +1,991 | 0.7% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | No change | 245,500 | 1,612 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 177,366 | 1,479 | 0.0% | 0.0% | 52 | +5,300 | 3.08% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 224,639 | 1,475 | 0.0% | 0.0% | 53 | +40,232 | 21.82% | Q1 2026 | Apr 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 212,923 | 1,401 | 0.0% | 0.0% | 54 | -1,661 | -0.77% | Q1 2026 | May 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Reduced | 206,300 | 1,355 | 0.04% | 0.05% | 55 | -7,505 | -3.51% | Q1 2026 | Apr 28, 2026 |
| ExodusPoint Capital Management, LP | History | New | 201,838 | 1,326 | 0.01% | — | 56 | +201,838 | New | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | No change | 196,868 | 1,293 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 191,500 | 1,258 | 0.0% | 0.0% | 58 | +3,800 | 2.02% | Q1 2026 | May 11, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 185,019 | 1,215 | 0.0% | 0.0% | 59 | +274 | 0.15% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 178,728 | 1,175 | 0.0% | 0.0% | 60 | +43,043 | 31.72% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 178,031 | 1,169 | 0.0% | 0.0% | 61 | -4,633 | -2.54% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 173,772 | 1,141 | 0.0% | 0.0% | 62 | -3,102 | -1.75% | Q1 2026 | May 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 152,981 | 1,005 | 0.0% | 0.01% | 63 | -319,329 | -67.61% | Q1 2026 | Apr 16, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 151,963 | 998 | 0.0% | 0.0% | 64 | +130,881 | 620.82% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 150,780 | 990 | 0.0% | 0.0% | 65 | +48,116 | 46.87% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 148,555 | 976 | 0.0% | 0.0% | 66 | -28,662 | -16.17% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 147,740 | 970 | 0.0% | 0.0% | 67 | +5,691 | 4.01% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 147,132 | 966 | 0.0% | 0.0% | 68 | +8,855 | 6.4% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 140,402 | 941 | 0.0% | 0.0% | 69 | -12,634 | -8.26% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 140,541 | 923 | 0.0% | 0.0% | 70 | -9,772 | -6.5% | Q1 2026 | May 06, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 137,378 | 902 | 0.0% | 0.0% | 71 | -1,966 | -1.41% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 134,848 | 885 | 0.0% | 0.0% | 72 | +96,511 | 251.74% | Q1 2026 | May 12, 2026 |
| Swedbank AB | History | Reduced | 123,209 | 809 | 0.0% | 0.0% | 73 | -15,228 | -11.0% | Q1 2026 | Apr 29, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 122,585 | 805 | 0.02% | 0.02% | 74 | +43,082 | 54.19% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 118,645 | 779 | 0.0% | 0.0% | 75 | -926 | -0.77% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 111,938 | 735 | 0.0% | — | 76 | +111,938 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | New | 106,940 | 702 | 0.0% | — | 77 | +106,940 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 106,661 | 700 | 0.0% | 0.0% | 78 | -2,866 | -2.62% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 106,281 | 698 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 97,421 | 640 | 0.01% | 0.01% | 80 | +12,797 | 15.12% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 97,155 | 638 | 0.04% | 0.04% | 81 | +19,584 | 25.25% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 88,729 | 582 | 0.0% | 0.01% | 82 | -787 | -0.88% | Q1 2026 | May 13, 2026 |
| Ilmarinen Mutual Pension Insurance Co | History | No change | 86,000 | 565 | 0.0% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 80,289 | 527 | 0.0% | 0.0% | 84 | +6,894 | 9.39% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 78,235 | 514 | 0.0% | 0.0% | 85 | -46,661 | -37.36% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 78,154 | 513 | 0.0% | — | 86 | +78,154 | New | Q1 2026 | May 08, 2026 |
| Inspire Investing, LLC | History | Added to | 77,441 | 508 | 0.04% | 0.04% | 87 | +21,584 | 38.64% | Q1 2026 | Apr 23, 2026 |
| Creative Planning | History | Reduced | 76,271 | 501 | 0.0% | 0.0% | 88 | -16,688 | -17.95% | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 76,107 | 500 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 74,381 | 488 | 0.0% | 0.0% | 90 | +8,204 | 12.4% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 74,236 | 487 | 0.0% | 0.0% | 91 | +3,856 | 5.48% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 72,667 | 477 | 0.01% | — | 93 | +72,667 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 72,720 | 477 | 0.0% | 0.0% | 92 | +309 | 0.43% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 71,186 | 467 | 0.0% | 0.0% | 94 | +38,362 | 116.87% | Q1 2026 | May 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 69,902 | 459 | 0.04% | 0.0% | 95 | +68,655 | 5505.61% | Q1 2026 | Apr 28, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 68,844 | 452 | 0.0% | 0.0% | 96 | -5,631 | -7.56% | Q1 2026 | Apr 27, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 67,908 | 446 | 0.0% | 0.01% | 97 | +780 | 1.16% | Q1 2026 | Apr 20, 2026 |
| Merit Financial Group, LLC | History | Added to | 67,438 | 443 | 0.0% | 0.0% | 98 | +146 | 0.22% | Q1 2026 | Apr 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 67,249 | 441 | 0.0% | 0.0% | 99 | +3,538 | 5.55% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 65,306 | 429 | 0.0% | 0.0% | 100 | -92,782 | -58.69% | Q1 2026 | May 11, 2026 |
| Quantbot Technologies LP | History | Added to | 64,171 | 421 | 0.02% | 0.0% | 101 | +52,883 | 468.49% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 62,078 | 407 | 0.0% | 0.0% | 102 | +50,363 | 429.9% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Added to | 59,150 | 388 | 0.01% | 0.01% | 103 | +10,830 | 22.41% | Q1 2026 | Apr 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 58,314 | 383 | 0.0% | 0.0% | 104 | +538 | 0.93% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 55,931 | 367 | 0.0% | 0.0% | 105 | +16,005 | 40.09% | Q1 2026 | May 01, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 56,293 | 366 | 0.0% | 0.0% | 106 | +4,467 | 8.62% | Q1 2026 | Apr 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 53,902 | 354 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Man Group plc | History | New | 51,659 | 339 | 0.0% | — | 109 | +51,659 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,730 | 339 | 0.0% | 0.0% | 108 | +26,062 | 101.53% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Added to | 51,160 | 336 | 0.01% | 0.01% | 110 | +6,718 | 15.12% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 49,225 | 323 | 0.0% | 0.0% | 111 | -64,258 | -56.62% | Q1 2026 | Apr 30, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 48,800 | 320 | 0.0% | 0.0% | 112 | +2,117 | 4.53% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 48,201 | 316 | 0.0% | 0.01% | 113 | -350 | -0.72% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 48,057 | 315 | 0.0% | 0.0% | 114 | -1,497 | -3.02% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 47,123 | 309 | 0.0% | — | 115 | +47,123 | New | Q1 2026 | May 08, 2026 |
| Presima Securities ULC | History | No change | 45,142 | 296 | 0.17% | 0.22% | 116 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 44,759 | 294 | 0.0% | 0.0% | 117 | +4,237 | 10.46% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 44,090 | 289 | 0.0% | 0.0% | 118 | -2,125 | -4.6% | Q1 2026 | Apr 08, 2026 |
| Aberdeen Group plc | History | Reduced | 43,697 | 287 | 0.0% | 0.0% | 119 | -776 | -1.74% | Q1 2026 | Apr 29, 2026 |
| Modern Wealth Management, LLC | History | Added to | 42,002 | 271 | 0.0% | 0.01% | 120 | +35 | 0.08% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 38,772 | 255 | 0.0% | 0.0% | 121 | -8,824 | -18.54% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 36,986 | 244 | 0.0% | 0.0% | 122 | -7,046 | -16.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 35,743 | 234 | 0.01% | 0.01% | 123 | -4,471 | -11.12% | Q1 2026 | May 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 35,185 | 231 | 0.0% | 0.01% | 124 | -37,379 | -51.51% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 35,064 | 230 | 0.0% | 0.0% | 125 | -1,908 | -5.16% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 34,321 | 225 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arizona State Retirement System | History | Reduced | 34,246 | 224 | 0.0% | 0.0% | 127 | -502 | -1.44% | Q1 2026 | May 01, 2026 |
| BARCLAYS PLC | History | Reduced | 34,079 | 223 | 0.0% | 0.0% | 128 | -164,705 | -82.86% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 33,907 | 223 | 0.0% | — | 130 | +33,907 | New | Q1 2026 | May 01, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 34,083 | 223 | 0.0% | 0.0% | 129 | -3,768 | -9.95% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | New | 33,522 | 220 | 0.02% | — | 131 | +33,522 | New | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,987 | 216 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 32,673 | 214 | 0.0% | 0.0% | 133 | +18,795 | 135.43% | Q1 2026 | May 04, 2026 |
| Metis Global Partners, LLC | History | Added to | 32,632 | 214 | 0.01% | 0.01% | 134 | +4,575 | 16.31% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 31,498 | 206 | 0.0% | 0.0% | 135 | -6,073 | -16.16% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 31,122 | 204 | 0.0% | 0.0% | 136 | -2,856 | -8.41% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 30,888 | 202 | 0.0% | 0.0% | 137 | -8,063 | -20.7% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 30,866 | 202 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 30,128 | 197 | 0.0% | 0.0% | 139 | -19,371 | -39.13% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | No change | 29,560 | 194 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 29,408 | 193 | 0.0% | 0.0% | 141 | +1,917 | 6.97% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 29,347 | 192 | 0.0% | 0.0% | 142 | -3,055 | -9.43% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 29,192 | 191 | 0.0% | 0.0% | 143 | -4,257 | -12.73% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 28,332 | 186 | 0.0% | 0.0% | 144 | +385 | 1.38% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 27,395 | 181 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 26,600 | 174 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BFSG, LLC | History | Added to | 25,811 | 169 | 0.02% | 0.02% | 147 | +1,801 | 7.5% | Q1 2026 | Apr 28, 2026 |
| HRT FINANCIAL LP | History | Reduced | 25,558 | 167 | 0.0% | 0.0% | 148 | -115,856 | -81.93% | Q1 2026 | May 14, 2026 |
| UniSuper Management Pty Ltd | History | No change | 24,700 | 162 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vestcor Inc | History | New | 24,518 | 161 | 0.0% | — | 151 | +24,518 | New | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Added to | 24,550 | 161 | 0.0% | 0.0% | 150 | +1,069 | 4.55% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 23,325 | 153 | 0.01% | — | 153 | +23,325 | New | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 23,417 | 153 | 0.0% | 0.0% | 152 | -409 | -1.72% | Q1 2026 | May 12, 2026 |
| Waverly Advisors, LLC | History | New | 23,217 | 152 | 0.0% | — | 154 | +23,217 | New | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 22,562 | 148 | 0.0% | 0.0% | 155 | +6,032 | 36.49% | Q1 2026 | Apr 22, 2026 |
| STRS OHIO | History | No change | 21,900 | 143 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cerity Partners LLC | History | Reduced | 21,030 | 138 | 0.0% | 0.0% | 157 | -804 | -3.68% | Q1 2026 | May 15, 2026 |
| IFM Investors Pty Ltd | History | No change | 19,826 | 130 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 19,546 | 128 | 0.0% | 0.0% | 159 | -475 | -2.37% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | New | 19,134 | 126 | 0.01% | — | 160 | +19,134 | New | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | New | 19,046 | 125 | 0.0% | — | 161 | +19,046 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 18,765 | 123 | 0.0% | 0.0% | 162 | +161 | 0.87% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 18,326 | 120 | 0.0% | 0.0% | 163 | -105,875 | -85.24% | Q1 2026 | May 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 18,298 | 120 | 0.0% | — | 164 | +18,298 | New | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 18,028 | 118 | 0.0% | 0.0% | 166 | -4,697 | -20.67% | Q1 2026 | Apr 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 17,993 | 118 | 0.0% | 0.0% | 165 | -887 | -4.7% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 17,930 | 117 | 0.0% | 0.0% | 167 | +133 | 0.75% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 17,189 | 112 | 0.0% | 0.0% | 169 | -711 | -3.97% | Q1 2026 | Apr 07, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 17,096 | 112 | 0.0% | 0.0% | 168 | +692 | 4.22% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 16,283 | 106 | 0.0% | 0.0% | 170 | +321 | 2.01% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Added to | 15,980 | 104 | 0.02% | 0.02% | 172 | +1,381 | 9.46% | Q1 2026 | Apr 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,871 | 104 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | No change | 15,800 | 103 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 15,662 | 102 | 0.0% | — | 174 | +15,662 | New | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 14,981 | 98 | 0.0% | 0.0% | 176 | -58,730 | -79.68% | Q1 2026 | May 14, 2026 |
| Greenland Capital Management LP | History | Reduced | 15,000 | 98 | 0.01% | 0.04% | 177 | -35,900 | -70.53% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 14,995 | 98 | 0.0% | 0.0% | 178 | +5,141 | 52.17% | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | No change | 15,026 | 98 | 0.0% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 14,040 | 92 | 0.0% | 0.0% | 179 | -46,980 | -76.99% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 14,129 | 92 | 0.01% | 0.01% | 180 | +676 | 5.02% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 13,566 | 89 | 0.0% | 0.0% | 181 | -2,110 | -13.46% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 13,097 | 86 | 0.0% | — | 182 | +13,097 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 12,795 | 84 | 0.0% | 0.0% | 183 | +1,491 | 13.19% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 12,738 | 83 | 0.0% | — | 184 | +12,738 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 12,542 | 82 | 0.0% | 0.0% | 185 | -672 | -5.09% | Q1 2026 | May 08, 2026 |
| HANOVER ADVISORS INC | History | Reduced | 12,366 | 81 | 0.03% | 0.04% | 186 | -450 | -3.51% | Q1 2026 | May 07, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 12,378 | 81 | 0.0% | 0.0% | 187 | -192 | -1.53% | Q1 2026 | May 18, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,316 | 80 | 0.0% | 0.0% | 188 | -180 | -1.44% | Q1 2026 | Apr 24, 2026 |
| Oak Thistle LLC | History | New | 11,744 | 77 | 0.01% | — | 190 | +11,744 | New | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 9,334 | 77 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sherry Group, Inc. | History | No change | 11,423 | 75 | 0.08% | 0.1% | 191 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Andrews Advisory Associates, LLC | History | Reduced | 11,320 | 74 | 0.04% | 0.06% | 193 | -2,656 | -19.0% | Q1 2026 | May 14, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | Reduced | 11,383 | 74 | 0.01% | 0.01% | 192 | -2,300 | -16.81% | Q1 2026 | Apr 17, 2026 |
| Belvedere Trading LLC | History | New | 11,228 | 73 | 0.0% | — | 194 | +11,228 | New | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | New | 10,629 | 69 | 0.0% | — | 195 | +10,629 | New | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,389 | 68 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 10,189 | 66 | 0.0% | 0.0% | 197 | +3,725 | 57.63% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 9,613 | 63 | 0.0% | 0.0% | 198 | -153 | -1.57% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 8,945 | 58 | 0.0% | 0.0% | 199 | +1,433 | 19.08% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,584 | 42 | 0.0% | 0.0% | 200 | -610 | -8.48% | Q1 2026 | Apr 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 6,132 | 40 | 0.0% | 0.0% | 201 | +3,828 | 166.15% | Q1 2026 | May 15, 2026 |
| Pflug Koory, LLC | History | No change | 4,676 | 30 | 0.01% | 0.02% | 202 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Advisory Services Network, LLC | History | New | 4,177 | 27 | 0.0% | — | 204 | +4,177 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,120 | 27 | 0.0% | 0.0% | 203 | -3,047 | -42.51% | Q1 2026 | Apr 22, 2026 |
| Itau Unibanco Holding S.A. | History | New | 3,738 | 24 | 0.0% | — | 206 | +3,738 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 3,769 | 24 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| BROOKFIELD Corp /ON/ | History | Added to | 3,465 | 22 | 0.0% | 0.0% | 207 | +1,223 | 54.55% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 2,633 | 21 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,074 | 20 | 0.0% | 0.0% | 209 | -59 | -1.88% | Q1 2026 | Apr 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,011 | 19 | 0.0% | 0.0% | 210 | +1,741 | 137.09% | Q1 2026 | May 14, 2026 |
| WFA of San Diego, LLC | History | No change | 2,828 | 18 | 0.01% | 0.02% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,565 | 16 | 0.0% | 0.0% | 212 | -1,074 | -29.51% | Q1 2026 | May 04, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 2,437 | 16 | 0.0% | 0.0% | 213 | -171 | -6.56% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 2,372 | 15 | 0.0% | 0.0% | 214 | -1,940 | -44.99% | Q1 2026 | Apr 22, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,898 | 12 | 0.0% | 0.0% | 217 | -158 | -7.68% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,942 | 12 | 0.0% | 0.0% | 215 | -135 | -6.5% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 1,908 | 12 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,655 | 10 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Main Street Group, LTD | History | New | 1,157 | 7 | 0.0% | — | 219 | +1,157 | New | Q1 2026 | May 06, 2026 |
| Key FInancial Inc | History | No change | 972 | 6 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | No change | 822 | 5 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 900 | 5 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 848 | 5 | 0.0% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Versant Capital Management, Inc | History | Reduced | 752 | 4 | 0.0% | 0.0% | 224 | -1,280 | -62.99% | Q1 2026 | Apr 06, 2026 |
| Quarry LP | History | New | 657 | 4 | 0.0% | — | 229 | +657 | New | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 710 | 4 | 0.0% | — | 226 | +600 | 545.45% | Q1 2026 | Jun 02, 2026 |
| Center for Financial Planning, Inc. | History | No change | 756 | 4 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Motiv8 Investments LLC | History | No change | 420 | 4 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Marshall & Sterling Wealth Advisors Inc. | History | No change | 712 | 4 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 597 | 3 | 0.0% | — | 234 | +597 | New | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 472 | 3 | 0.0% | 0.0% | 233 | -115 | -19.59% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 496 | 3 | 0.0% | 0.0% | 230 | -94 | -15.93% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 467 | 3 | 0.0% | 0.0% | 231 | -7 | -1.48% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 602 | 3 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 313 | 2 | 0.0% | 0.0% | 236 | -1,110 | -78.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 437 | 2 | 0.0% | 0.0% | 239 | -218 | -33.28% | Q1 2026 | May 21, 2026 |
| UMB Bank, n.a. | History | No change | 320 | 2 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 305 | 2 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 374 | 2 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Rossby Financial, LCC | History | New | 309 | 1 | 0.0% | — | 243 | +309 | New | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 292 | 1 | 0.0% | — | 241 | +292 | New | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 210 | 1 | 0.0% | — | 242 | +210 | New | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | No change | 269 | 1 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.09% | — | -3,247,359 | -100.0% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -550,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Apollo Management Holdings, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -483,520 | -100.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -199,631 | -100.0% | Q1 2026 | May 15, 2026 |
| Hazelview Securities Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -46,430 | -100.0% | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,919 | -100.0% | Q1 2026 | May 11, 2026 |
| SCHARF INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,812 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,655 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,973 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,644 | -100.0% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,907 | -100.0% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,597 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,068 | -100.0% | Q1 2026 | May 12, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -668 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -561 | -100.0% | Q1 2026 | May 15, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -436 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -211 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WPG Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -168 | -100.0% | Q1 2026 | Apr 29, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -135 | -100.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 97 | 0 | — | — | — | +97 | New | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | — | — | -91 | -100.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 93 | 0 | — | 0.0% | — | -74 | -44.31% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | Apr 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 114 | 0 | — | 0.0% | — | -18 | -13.64% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 40 | 0 | — | — | — | +11 | 37.93% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 75 | 0 | — | — | — | -1 | -1.32% | Q1 2026 | May 13, 2026 |
| Dunhill Financial, LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | No change | 65 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 116 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 108 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | No change | 89 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | No change | 70 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Covestor Ltd | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Rialto Wealth Management, LLC | History | No change | 74 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |