Phillips Edison & Company, Inc. - PECO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 22,051,012 | 825,148 | 0.01% | 0.01% | 1 | +117,013 | 0.53% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 20,215,956 | 719,081 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 13,887,360 | 519,665 | 0.03% | — | 3 | +13,887,360 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 7,129,625 | 267,559 | 0.01% | 0.01% | 4 | -81,766 | -1.13% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,695,294 | 213,117 | 0.01% | — | 5 | +5,695,294 | New | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 5,212,095 | 195,036 | 0.04% | 0.04% | 6 | -1,095,939 | -17.37% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 4,132,592 | 154,641 | 0.01% | 0.01% | 7 | -39,810 | -0.95% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,545,092 | 132,678 | 0.01% | 0.01% | 8 | +102,870 | 2.99% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 3,296,673 | 123,361 | 0.08% | 0.02% | 9 | +2,285,173 | 225.92% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,363,479 | 88,441 | 0.01% | 0.01% | 10 | +40,635 | 1.75% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,899,214 | 71,068 | 0.01% | 0.01% | 11 | +74,274 | 4.07% | Q1 2026 | May 07, 2026 |
| NORGES BANK | History | No change | 1,991,837 | 70,849 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 1,801,516 | 67,412 | 0.7% | 0.72% | 13 | +13,090 | 0.73% | Q1 2026 | Apr 28, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,791,648 | 66,989 | 0.0% | 0.0% | 14 | +741,466 | 70.6% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 1,754,637 | 65,658 | 0.82% | 0.92% | 15 | -427,274 | -19.58% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,703,172 | 63,732 | 0.01% | 0.0% | 16 | +962,998 | 130.1% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,490,487 | 55,774 | 0.01% | 0.01% | 17 | -34,647 | -2.27% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 992,853 | 37,152 | 0.01% | 0.01% | 18 | -15,273 | -1.51% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 979,325 | 36,646 | 0.06% | 0.06% | 19 | -137,169 | -12.29% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 959,858 | 35,917 | 0.02% | 0.0% | 20 | +754,147 | 366.61% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 947,321 | 35,450 | 0.01% | 0.01% | 21 | +204,720 | 27.57% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 946,127 | 35,404 | 0.0% | 0.0% | 22 | -198,987 | -17.38% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 942,612 | 35,272 | 0.01% | 0.01% | 23 | -22,885 | -2.37% | Q1 2026 | May 05, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 910,029 | 34,053 | 0.12% | 0.03% | 24 | +628,957 | 223.77% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 825,627 | 30,894 | 0.01% | — | 25 | +825,627 | New | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 811,708 | 30,374 | 0.01% | 0.01% | 26 | -66,813 | -7.61% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 704,622 | 26,366 | 0.03% | 0.07% | 27 | -826,150 | -53.97% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 657,017 | 24,585 | 0.03% | 0.03% | 28 | -95,513 | -12.69% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 615,054 | 23,015 | 0.01% | 0.01% | 29 | -34,168 | -5.26% | Q1 2026 | May 18, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 612,129 | 22,905 | 0.01% | 0.01% | 30 | +12,155 | 2.03% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 553,777 | 20,722 | 0.0% | 0.0% | 31 | -74,622 | -11.87% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 496,709 | 18,586 | 0.39% | 0.26% | 32 | +147,126 | 42.09% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 489,959 | 18,334 | 0.06% | 0.06% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 484,910 | 18,145 | 0.0% | 0.0% | 34 | -85,926 | -15.05% | Q1 2026 | May 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 483,308 | 18,085 | 0.01% | 0.01% | 35 | +123,601 | 34.36% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 462,515 | 17,307 | 0.0% | 0.0% | 36 | +6,717 | 1.47% | Q1 2026 | May 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 450,000 | 16,839 | 0.03% | 0.04% | 37 | -331,518 | -42.42% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 393,002 | 14,706 | 0.02% | 0.02% | 38 | -6,075 | -1.52% | Q1 2026 | May 14, 2026 |
| Sophron Capital Management L.P. | History | Added to | 383,746 | 14,359 | 4.23% | 4.25% | 39 | +12,260 | 3.3% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 369,437 | 13,824 | 0.0% | 0.0% | 40 | +10,027 | 2.79% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 358,965 | 13,432 | 0.01% | 0.01% | 41 | +7,839 | 2.23% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 345,513 | 12,929 | 0.0% | 0.0% | 42 | -10,943 | -3.07% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 320,353 | 11,987 | 0.01% | 0.02% | 43 | -194,223 | -37.74% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 311,341 | 11,650 | 0.03% | 0.03% | 44 | -23,114 | -6.91% | Q1 2026 | Apr 30, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 292,900 | 10,960 | 0.16% | 0.14% | 45 | +44,380 | 17.86% | Q1 2026 | May 14, 2026 |
| B&I Capital AG | History | No change | 277,931 | 10,400 | 3.54% | 3.52% | 46 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 261,183 | 9,773 | 0.01% | 0.01% | 47 | +10,017 | 3.99% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 257,698 | 9,652 | 0.01% | 0.01% | 48 | +8,713 | 3.5% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | Added to | 248,900 | 9,313 | 0.01% | 0.01% | 49 | +1,200 | 0.48% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Reduced | 235,269 | 8,803 | 0.06% | 0.07% | 50 | -277,807 | -54.15% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 231,706 | 8,637 | 0.01% | 0.0% | 51 | +131,098 | 130.31% | Q1 2026 | May 13, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 227,386 | 8,508 | 0.03% | 0.03% | 52 | -44,800 | -16.46% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 206,601 | 7,731 | 0.01% | 0.01% | 53 | -21,906 | -9.59% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 193,690 | 7,247 | 0.02% | 0.02% | 54 | +3,160 | 1.66% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 191,218 | 7,155 | 0.0% | 0.0% | 55 | +42,680 | 28.73% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 188,495 | 7,053 | 0.01% | 0.01% | 56 | +50,940 | 37.03% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 188,057 | 7,037 | 0.01% | 0.01% | 57 | +4,738 | 2.58% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 183,348 | 6,860 | 0.02% | 0.02% | 58 | -9,477 | -4.91% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 183,124 | 6,513 | 0.0% | 0.0% | 59 | +11,239 | 6.54% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 167,443 | 6,265 | 0.01% | 0.01% | 60 | +14,999 | 9.84% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 165,409 | 6,189 | 0.0% | 0.0% | 61 | +4,271 | 2.65% | Q1 2026 | May 11, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 161,339 | 6,037 | 0.2% | 0.14% | 62 | -11,826 | -6.83% | Q1 2026 | Apr 23, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 148,020 | 5,538 | 0.01% | 0.0% | 63 | +28,041 | 23.37% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 145,307 | 5,437 | 0.02% | 0.02% | 64 | -28,243 | -16.27% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 137,165 | 5,132 | 0.0% | 0.0% | 65 | +32,481 | 31.03% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 136,808 | 5,119 | 0.0% | 0.0% | 66 | -2,773 | -1.99% | Q1 2026 | Apr 30, 2026 |
| McAdam, LLC | History | Reduced | 136,433 | 5,105 | 0.23% | 0.22% | 67 | -539 | -0.39% | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 132,022 | 4,938 | 0.05% | 0.05% | 68 | -1,584 | -1.19% | Q1 2026 | Apr 20, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 130,153 | 4,870 | 0.04% | 0.02% | 69 | +76,001 | 140.35% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 129,720 | 4,854 | 0.01% | 0.01% | 70 | +11,895 | 10.1% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 129,278 | 4,837 | 0.01% | 0.01% | 71 | -30,624 | -19.15% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 128,896 | 4,824 | 0.0% | 0.0% | 72 | +20,278 | 18.67% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 124,993 | 4,677 | 0.0% | — | 73 | +124,993 | New | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 120,868 | 4,523 | 0.01% | 0.01% | 74 | -2,357 | -1.91% | Q1 2026 | May 14, 2026 |
| Aberdeen Group plc | History | Reduced | 120,762 | 4,518 | 0.01% | 0.01% | 75 | -1,388 | -1.14% | Q1 2026 | Apr 29, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 119,885 | 4,486 | 0.0% | 0.0% | 76 | +81,293 | 210.65% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 116,939 | 4,375 | 0.0% | 0.01% | 77 | -304,583 | -72.26% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 115,221 | 4,311 | 0.01% | — | 78 | +115,221 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 114,663 | 4,290 | 0.01% | 0.01% | 79 | +26,838 | 30.56% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 112,872 | 4,223 | 0.0% | — | 80 | +112,872 | New | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 109,441 | 4,095 | 0.0% | — | 81 | +109,441 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 104,283 | 3,902 | 0.01% | 0.0% | 82 | +79,315 | 317.67% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 103,191 | 3,861 | 0.01% | 0.01% | 83 | -2,126 | -2.02% | Q1 2026 | May 01, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 102,794 | 3,846 | 0.04% | 0.04% | 84 | -202 | -0.2% | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 101,012 | 3,779 | 0.0% | 0.0% | 85 | +2,438 | 2.47% | Q1 2026 | May 12, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 100,324 | 3,736 | 0.06% | 0.07% | 86 | -4,883 | -4.64% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 97,460 | 3,646 | 0.0% | 0.0% | 87 | -24,770 | -20.27% | Q1 2026 | May 11, 2026 |
| Amundi | History | Added to | 93,525 | 3,499 | 0.0% | 0.0% | 88 | +10,010 | 11.99% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 91,580 | 3,426 | 0.04% | 0.04% | 89 | -10,653 | -10.42% | Q1 2026 | May 08, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 90,594 | 3,390 | 0.01% | 0.01% | 90 | +30,645 | 51.12% | Q1 2026 | Apr 30, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 89,857 | 3,362 | 0.02% | 0.01% | 91 | +116 | 0.13% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 89,539 | 3,351 | 0.03% | 0.02% | 92 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 87,944 | 3,290 | 0.02% | 0.01% | 93 | +15,794 | 21.89% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 86,225 | 3,226 | 0.0% | 0.0% | 94 | +17,780 | 25.98% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 82,268 | 3,078 | 0.08% | 0.05% | 95 | +26,818 | 48.36% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | New | 80,625 | 3,016 | 0.0% | — | 96 | +80,625 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 80,462 | 3,010 | 0.01% | 0.0% | 97 | +16,600 | 25.99% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 78,818 | 2,949 | 0.0% | 0.0% | 98 | +30,484 | 63.07% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 78,640 | 2,943 | 0.24% | 0.23% | 99 | -5,131 | -6.13% | Q1 2026 | Apr 28, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 77,710 | 2,907 | 0.07% | 0.06% | 100 | -1,342 | -1.7% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 74,203 | 2,776 | 0.05% | 0.05% | 101 | +4,432 | 6.35% | Q1 2026 | May 18, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 72,943 | 2,729 | 0.0% | 0.0% | 102 | +60,484 | 485.46% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 72,736 | 2,721 | 0.01% | 0.01% | 103 | -1,156 | -1.56% | Q1 2026 | May 14, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Reduced | 68,400 | 2,559 | 0.14% | 0.14% | 104 | -3,705 | -5.14% | Q1 2026 | Apr 30, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 65,116 | 2,436 | 0.03% | 0.03% | 105 | -4,309 | -6.21% | Q1 2026 | May 05, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 63,427 | 2,373 | 0.11% | 0.18% | 106 | -46,288 | -42.19% | Q1 2026 | May 18, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 63,375 | 2,371 | 0.01% | — | 107 | +63,375 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 62,656 | 2,344 | 0.0% | 0.01% | 108 | -62,556 | -49.96% | Q1 2026 | May 15, 2026 |
| Vert Asset Management LLC | History | No change | 61,202 | 2,290 | 0.73% | 0.72% | 109 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 60,706 | 2,271 | 0.0% | 0.0% | 110 | -46 | -0.08% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 59,966 | 2,243 | 0.02% | 0.0% | 111 | +57,082 | 1979.26% | Q1 2026 | Apr 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 59,268 | 2,217 | 0.0% | 0.0% | 112 | +583 | 0.99% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 58,627 | 2,193 | 0.01% | 0.01% | 113 | -3,370 | -5.44% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 57,836 | 2,164 | 0.0% | 0.0% | 114 | -92,650 | -61.57% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 57,636 | 2,156 | 0.01% | 0.01% | 115 | +1,791 | 3.21% | Q1 2026 | Jun 02, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 57,297 | 2,144 | 0.01% | 0.05% | 116 | -488,104 | -89.49% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 55,800 | 2,088 | 0.04% | 0.04% | 117 | -1,800 | -3.13% | Q1 2026 | Apr 20, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 55,731 | 2,083 | 0.01% | 0.01% | 118 | +2,469 | 4.64% | Q1 2026 | Apr 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 55,271 | 2,068 | 0.0% | 0.0% | 119 | +35,983 | 186.56% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 55,217 | 2,066 | 0.0% | — | 120 | +55,217 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 53,814 | 2,013 | 0.0% | — | 121 | +53,814 | New | Q1 2026 | May 15, 2026 |
| Polaris Capital Management, LLC | History | Reduced | 53,500 | 2,001 | 0.16% | 0.18% | 122 | -6,100 | -10.23% | Q1 2026 | Apr 27, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 53,088 | 1,992 | 0.0% | 0.01% | 123 | -59,038 | -52.65% | Q1 2026 | Apr 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 53,438 | 1,900 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Vanguard Global Advisers, LLC | History | New | 50,128 | 1,875 | 0.0% | — | 125 | +50,128 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 50,085 | 1,874 | 0.01% | 0.01% | 126 | +528 | 1.07% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 49,893 | 1,866 | 0.01% | 0.01% | 127 | +1,874 | 3.9% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 48,641 | 1,820 | 0.03% | — | 128 | +48,641 | New | Q1 2026 | Apr 27, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 48,560 | 1,817 | 0.01% | 0.0% | 129 | +28,000 | 136.19% | Q1 2026 | Apr 30, 2026 |
| Holocene Advisors, LP | History | Reduced | 47,542 | 1,779 | 0.0% | 0.01% | 130 | -32,292 | -40.45% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 46,116 | 1,726 | 0.0% | 0.0% | 131 | -6,761 | -12.79% | Q1 2026 | May 15, 2026 |
| TCW GROUP INC | History | Reduced | 45,863 | 1,716 | 0.01% | 0.02% | 132 | -18,992 | -29.28% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Reduced | 45,479 | 1,701 | 0.01% | 0.01% | 133 | -6,863 | -13.11% | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 45,006 | 1,684 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 44,890 | 1,679 | 0.02% | 0.02% | 135 | +3,676 | 8.92% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 44,719 | 1,673 | 0.0% | 0.0% | 136 | -34,545 | -43.58% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 44,509 | 1,665 | 0.0% | 0.0% | 137 | +12,437 | 38.78% | Q1 2026 | May 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 44,047 | 1,648 | 0.0% | 0.0% | 138 | +35,435 | 411.46% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | No change | 44,023 | 1,647 | 0.09% | 0.07% | 139 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 43,812 | 1,639 | 0.04% | 0.04% | 140 | -16,007 | -26.76% | Q1 2026 | May 14, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | New | 43,172 | 1,615 | 0.11% | — | 141 | +43,172 | New | Q1 2026 | May 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 41,796 | 1,564 | 0.0% | 0.0% | 142 | +789 | 1.92% | Q1 2026 | May 15, 2026 |
| Outlook Wealth Advisors, LLC | History | No change | 41,766 | 1,562 | 0.38% | 0.34% | 143 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SG Americas Securities, LLC | History | Reduced | 41,425 | 1,550 | 0.0% | 0.01% | 144 | -164,750 | -79.91% | Q1 2026 | Apr 16, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 41,363 | 1,547 | 0.0% | 0.01% | 145 | -120,307 | -74.42% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 40,915 | 1,531 | 0.0% | 0.0% | 146 | -24,228 | -37.19% | Q1 2026 | May 06, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 40,784 | 1,526 | 0.06% | 0.06% | 147 | -986 | -2.36% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 40,195 | 1,504 | 0.01% | 0.01% | 148 | -1,086 | -2.63% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 40,000 | 1,496 | 0.03% | — | 149 | +40,000 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 39,797 | 1,489 | 0.0% | 0.0% | 150 | +6,828 | 20.71% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 39,099 | 1,463 | 0.0% | 0.0% | 151 | +1,273 | 3.37% | Q1 2026 | May 15, 2026 |
| CALTON & ASSOCIATES, INC. | History | Reduced | 38,400 | 1,436 | 0.21% | 0.23% | 152 | -5,737 | -13.0% | Q1 2026 | May 13, 2026 |
| Odyssean, LLC | History | Added to | 38,372 | 1,435 | 0.52% | 0.53% | 153 | +17,564 | 84.41% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 38,184 | 1,429 | 0.0% | 0.0% | 154 | -3,972 | -9.42% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 37,174 | 1,391 | 0.0% | 0.0% | 155 | +1,969 | 5.59% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 34,583 | 1,376 | 0.02% | 0.05% | 156 | +1,490 | 4.5% | Q1 2026 | May 01, 2026 |
| Accel Wealth Management | History | Reduced | 36,742 | 1,374 | 0.36% | 0.36% | 157 | -248 | -0.67% | Q1 2026 | Apr 08, 2026 |
| Cooper Financial Group | History | No change | 36,616 | 1,370 | 0.14% | 0.14% | 158 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ALLSTATE CORP | History | New | 36,472 | 1,364 | 0.01% | — | 159 | +36,472 | New | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 36,181 | 1,354 | 0.01% | 0.01% | 160 | -335 | -0.92% | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | New | 35,760 | 1,338 | 0.05% | — | 161 | +35,760 | New | Q1 2026 | May 13, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 35,705 | 1,336 | 0.0% | 0.0% | 162 | +1,946 | 5.76% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | Added to | 35,466 | 1,327 | 0.01% | 0.01% | 163 | +269 | 0.76% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 34,800 | 1,302 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arizona State Retirement System | History | Reduced | 34,554 | 1,293 | 0.01% | 0.01% | 165 | -440 | -1.26% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 34,504 | 1,291 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIRST FOUNDATION ADVISORS | History | No change | 34,493 | 1,290 | 0.05% | 0.05% | 167 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 34,216 | 1,280 | 0.0% | 0.0% | 168 | +33,521 | 4823.17% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 34,215 | 1,280 | 0.02% | 0.01% | 169 | -229 | -0.66% | Q1 2026 | Apr 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 33,967 | 1,271 | 0.0% | 0.0% | 170 | -764 | -2.2% | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 33,690 | 1,260 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Koshinski Asset Management, Inc. | History | Reduced | 33,383 | 1,249 | 0.08% | 0.08% | 172 | -1,773 | -5.04% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 33,220 | 1,243 | 0.0% | 0.0% | 173 | +28,044 | 541.81% | Q1 2026 | May 08, 2026 |
| Mutual Advisors, LLC | History | Reduced | 33,057 | 1,237 | 0.03% | 0.03% | 174 | -2,315 | -6.54% | Q1 2026 | May 01, 2026 |
| Metis Global Partners, LLC | History | Added to | 32,960 | 1,233 | 0.03% | 0.03% | 175 | +3,202 | 10.76% | Q1 2026 | May 07, 2026 |
| Horizon Investments, LLC | History | Added to | 32,547 | 1,214 | 0.01% | 0.01% | 176 | +11,839 | 57.17% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 30,673 | 1,148 | 0.0% | 0.0% | 177 | +5,619 | 22.43% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 30,538 | 1,142 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Provident Investment Management, Inc. | History | Added to | 29,895 | 1,118 | 0.11% | 0.07% | 179 | +7,425 | 33.04% | Q1 2026 | May 13, 2026 |
| SummitTX Capital, L.P. | History | New | 29,490 | 1,103 | 0.03% | — | 180 | +29,490 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 29,386 | 1,099 | 0.0% | 0.0% | 181 | -192,177 | -86.74% | Q1 2026 | May 14, 2026 |
| PFG Investments, LLC | History | Reduced | 29,377 | 1,099 | 0.05% | 0.05% | 182 | -420 | -1.41% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 29,202 | 1,092 | 0.0% | 0.0% | 183 | +894 | 3.16% | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 28,240 | 1,077 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 28,770 | 1,076 | 0.02% | 0.01% | 185 | +11,010 | 61.99% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 28,756 | 1,076 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 28,001 | 1,047 | 0.01% | 0.02% | 187 | -21,140 | -43.02% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 27,700 | 1,039 | 0.0% | 0.0% | 188 | +800 | 2.97% | Q1 2026 | Apr 29, 2026 |
| Foresight Group Ltd Liability Partnership | History | Reduced | 27,446 | 1,026 | 0.18% | 0.18% | 189 | -5,861 | -17.6% | Q1 2026 | May 04, 2026 |
| MARS JEWETT FINANCIAL GROUP, INC. | History | Added to | 27,221 | 1,018 | 0.32% | 0.3% | 190 | +398 | 1.48% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 26,631 | 996 | 0.0% | 0.0% | 191 | -2,457 | -8.45% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Added to | 26,468 | 990 | 0.05% | 0.04% | 192 | +1,273 | 5.05% | Q1 2026 | May 11, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 26,200 | 980 | 0.01% | 0.01% | 193 | +500 | 1.95% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | No change | 26,063 | 975 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 27,332 | 972 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INCEPTIONR LLC | History | Reduced | 25,576 | 957 | 0.23% | 0.36% | 196 | -10,865 | -29.82% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Reduced | 25,574 | 956 | 0.11% | 0.09% | 197 | -5,599 | -17.96% | Q1 2026 | May 13, 2026 |
| Blankinship & Foster, LLC | History | No change | 25,558 | 956 | 0.21% | 0.2% | 198 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 25,307 | 946 | 0.01% | — | 199 | +25,307 | New | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | New | 24,769 | 927 | 0.03% | — | 200 | +24,769 | New | Q1 2026 | May 12, 2026 |
| Advisor OS, LLC | History | New | 24,085 | 901 | 0.07% | — | 201 | +24,085 | New | Q1 2026 | May 07, 2026 |
| Brookstone Capital Management | History | Reduced | 23,910 | 894 | 0.01% | 0.01% | 202 | -9,088 | -27.54% | Q1 2026 | Apr 16, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 23,873 | 893 | 0.57% | 0.61% | 203 | -1,638 | -6.42% | Q1 2026 | Apr 27, 2026 |
| Perbak Capital Partners LLP | History | New | 22,835 | 854 | 0.21% | — | 204 | +22,835 | New | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 22,000 | 823 | 0.0% | 0.0% | 205 | -300 | -1.35% | Q1 2026 | Apr 24, 2026 |
| RMR Wealth Builders | History | Reduced | 21,118 | 790 | 0.06% | 0.06% | 206 | -151 | -0.71% | Q1 2026 | Apr 22, 2026 |
| Entropy Technologies, LP | History | Reduced | 21,043 | 787 | 0.04% | 0.07% | 208 | -17,252 | -45.05% | Q1 2026 | May 14, 2026 |
| M Holdings Securities, Inc. | History | Reduced | 20,474 | 787 | 0.05% | 0.06% | 207 | -3,520 | -14.67% | Q1 2026 | May 12, 2026 |
| Avior Wealth Management, LLC | History | New | 21,001 | 785 | 0.02% | — | 209 | +21,001 | New | Q1 2026 | Apr 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 20,684 | 773 | 0.0% | 0.0% | 210 | +1,124 | 5.75% | Q1 2026 | May 08, 2026 |
| IFM Investors Pty Ltd | History | Added to | 20,501 | 767 | 0.01% | 0.01% | 211 | +145 | 0.71% | Q1 2026 | Apr 23, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 20,179 | 755 | 0.0% | 0.0% | 212 | +107 | 0.53% | Q1 2026 | Apr 22, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 20,019 | 749 | 0.0% | 0.0% | 213 | +733 | 3.8% | Q1 2026 | May 15, 2026 |
| VAUGHAN DAVID INVESTMENTS LLC/IL | History | No change | 19,882 | 744 | 0.02% | 0.02% | 214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 19,654 | 735 | 0.0% | 0.0% | 215 | -4,867 | -19.85% | Q1 2026 | Apr 24, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 19,263 | 722 | 0.0% | 0.0% | 216 | -3,565 | -15.62% | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | New | 19,100 | 714 | 0.01% | — | 217 | +19,100 | New | Q1 2026 | May 11, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 18,321 | 685 | 0.01% | 0.01% | 218 | -231 | -1.25% | Q1 2026 | May 04, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 17,953 | 671 | 0.0% | 0.0% | 219 | +5,210 | 40.89% | Q1 2026 | May 04, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 17,957 | 671 | 0.34% | 0.35% | 220 | -1,215 | -6.34% | Q1 2026 | May 15, 2026 |
| Ducere Wealth Management LLC | History | Reduced | 17,560 | 657 | 0.26% | 0.3% | 221 | -4,092 | -18.9% | Q1 2026 | May 11, 2026 |
| Lakeridge Wealth Management LLC | History | Added to | 17,186 | 643 | 0.28% | 0.28% | 222 | +140 | 0.82% | Q1 2026 | Apr 08, 2026 |
| Cambria Investment Management, L.P. | History | New | 16,887 | 631 | 0.04% | — | 223 | +16,887 | New | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 16,773 | 627 | 0.04% | — | 224 | +16,773 | New | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 16,682 | 624 | 0.1% | — | 225 | +16,682 | New | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 16,636 | 619 | 0.0% | — | 226 | +16,636 | New | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 16,403 | 613 | 0.0% | 0.0% | 227 | +5,392 | 48.97% | Q1 2026 | May 08, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Reduced | 16,257 | 608 | 0.04% | 0.04% | 228 | -280 | -1.69% | Q1 2026 | Apr 20, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 16,200 | 606 | 0.0% | 0.0% | 229 | +5,100 | 45.95% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 16,067 | 601 | 0.01% | 0.01% | 230 | -299 | -1.83% | Q1 2026 | May 04, 2026 |
| Pensionfund PDN | History | New | 16,000 | 599 | 0.35% | — | 231 | +16,000 | New | Q1 2026 | Apr 01, 2026 |
| AlphaQuest LLC | History | No change | 16,454 | 585 | 0.03% | 0.03% | 232 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,512 | 580 | 0.0% | 0.0% | 233 | -1,581 | -9.25% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 15,267 | 571 | 0.0% | 0.0% | 234 | +5,152 | 50.93% | Q1 2026 | May 13, 2026 |
| Sage Capital Management, LLC | History | Added to | 15,190 | 568 | 0.27% | 0.25% | 235 | +49 | 0.32% | Q1 2026 | Apr 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 15,125 | 565 | 0.03% | 0.03% | 236 | +84 | 0.56% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 15,005 | 561 | 0.0% | — | 237 | +15,005 | New | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 14,815 | 554 | 0.0% | 0.01% | 238 | -18,780 | -55.9% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 14,475 | 541 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Dynamic Financial Group | History | Reduced | 14,393 | 538 | 0.44% | 0.67% | 240 | -7,831 | -35.24% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 14,322 | 535 | 0.01% | 0.01% | 241 | -441 | -2.99% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Added to | 14,259 | 533 | 0.0% | 0.0% | 242 | +3,670 | 34.66% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 13,728 | 532 | 0.03% | 0.04% | 243 | -1,629 | -10.61% | Q1 2026 | Apr 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,751 | 515 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TCP Asset Management, LLC | History | New | 13,280 | 496 | 0.06% | — | 245 | +13,280 | New | Q1 2026 | Apr 10, 2026 |
| Spire Wealth Management | History | Reduced | 12,917 | 483 | 0.02% | 0.02% | 246 | -2,727 | -17.43% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,752 | 477 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 12,694 | 475 | 0.0% | 0.0% | 248 | -43 | -0.34% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 12,647 | 473 | 0.0% | 0.0% | 249 | +4,930 | 63.88% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,541 | 469 | 0.0% | 0.0% | 250 | +1,115 | 9.76% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 12,251 | 458 | 0.0% | 0.0% | 251 | -189 | -1.52% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 11,935 | 446 | 0.0% | 0.0% | 252 | +1,935 | 19.35% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 11,827 | 443 | 0.03% | — | 253 | +11,827 | New | Q1 2026 | May 08, 2026 |
| Catalina Capital Group, LLC | History | Reduced | 11,759 | 440 | 0.26% | 0.26% | 254 | -132 | -1.11% | Q1 2026 | Apr 23, 2026 |
| Fieldview Capital Management, LLC | History | New | 11,534 | 431 | 0.13% | — | 255 | +11,534 | New | Q1 2026 | May 14, 2026 |
| Apeiron RIA LLC | History | Reduced | 11,266 | 421 | 0.1% | 0.08% | 256 | -206 | -1.8% | Q1 2026 | Apr 27, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 11,177 | 418 | 0.0% | 0.0% | 257 | +24 | 0.22% | Q1 2026 | May 14, 2026 |
| Hendershot Investments Inc. | History | No change | 11,021 | 412 | 0.06% | 0.05% | 258 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 10,924 | 408 | 0.0% | — | 259 | +10,924 | New | Q1 2026 | May 15, 2026 |
| Vivaldi Capital Management LP | History | No change | 10,835 | 405 | 0.06% | 0.05% | 260 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stonebridge Financial Group, LLC | History | No change | 10,731 | 401 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| SUN LIFE FINANCIAL INC | History | New | 10,630 | 398 | 0.02% | — | 262 | +10,630 | New | Q1 2026 | May 14, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 10,268 | 384 | 0.01% | 0.01% | 263 | -1,082 | -9.53% | Q1 2026 | Apr 15, 2026 |
| HRT FINANCIAL LP | History | New | 10,157 | 380 | 0.0% | — | 265 | +10,157 | New | Q1 2026 | May 14, 2026 |
| Capital Asset Advisory Services LLC | History | No change | 9,684 | 380 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 10,595 | 376 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Kovack Advisors, Inc. | History | Reduced | 10,060 | 374 | 0.02% | 0.02% | 267 | -1,414 | -12.32% | Q1 2026 | May 12, 2026 |
| Hibernia Wealth Partners, LLC | History | Added to | 9,868 | 369 | 0.11% | 0.1% | 268 | +68 | 0.69% | Q1 2026 | May 04, 2026 |
| Sigma Planning Corp | History | Reduced | 9,772 | 365 | 0.01% | 0.01% | 269 | -932 | -8.71% | Q1 2026 | May 04, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 9,688 | 362 | 0.17% | 0.17% | 271 | -433 | -4.28% | Q1 2026 | Apr 15, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 9,700 | 362 | 0.01% | 0.01% | 270 | +27 | 0.28% | Q1 2026 | Apr 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 9,588 | 358 | 0.06% | 0.11% | 272 | -10,234 | -51.63% | Q1 2026 | May 12, 2026 |
| Ellevest, Inc. | History | Reduced | 9,577 | 358 | 0.05% | 0.05% | 273 | -57 | -0.59% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,023 | 356 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Aspen Grove Capital, LLC | History | Added to | 9,477 | 355 | 0.07% | 0.06% | 275 | +83 | 0.88% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,486 | 354 | 0.01% | 0.0% | 276 | +7,413 | 357.6% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 9,377 | 350 | 0.0% | 0.0% | 277 | +2,255 | 31.66% | Q1 2026 | Apr 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 9,300 | 348 | 0.0% | 0.0% | 278 | -73 | -0.78% | Q1 2026 | May 08, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 9,278 | 347 | 0.06% | 0.05% | 280 | -381 | -3.94% | Q1 2026 | May 11, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 9,290 | 347 | 0.12% | 0.12% | 279 | +81 | 0.88% | Q1 2026 | Apr 28, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | Reduced | 9,269 | 346 | 0.05% | 0.05% | 281 | -62 | -0.66% | Q1 2026 | Apr 24, 2026 |
| DGS Capital Management, LLC | History | Reduced | 9,117 | 341 | 0.06% | 0.06% | 282 | -1,103 | -10.79% | Q1 2026 | Apr 28, 2026 |
| First Heartland Consultants, Inc. | History | Added to | 8,756 | 327 | 0.03% | 0.02% | 283 | +13 | 0.15% | Q1 2026 | Apr 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,511 | 318 | 0.0% | 0.0% | 284 | -2,319 | -21.41% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 8,372 | 313 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Peak Asset Management, LLC | History | No change | 8,214 | 307 | 0.05% | 0.05% | 286 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | New | 8,183 | 306 | 0.0% | — | 287 | +8,183 | New | Q1 2026 | May 13, 2026 |
| Aljian Capital Management, LLC | History | No change | 8,074 | 302 | 0.06% | 0.06% | 288 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pensionfund Sabic | History | New | 8,000 | 299 | 0.36% | — | 289 | +8,000 | New | Q1 2026 | Apr 01, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | New | 7,964 | 298 | 0.02% | — | 290 | +7,964 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 7,951 | 297 | 0.0% | 0.0% | 292 | +105 | 1.34% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 8,359 | 297 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 7,937 | 297 | 0.13% | 0.12% | 293 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NBC SECURITIES, INC. | History | No change | 7,768 | 290 | 0.02% | 0.02% | 294 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Jump Financial, LLC | History | New | 7,730 | 289 | 0.0% | — | 295 | +7,730 | New | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | No change | 7,667 | 286 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,544 | 283 | 0.0% | 0.0% | 297 | -5,659 | -42.86% | Q1 2026 | Apr 30, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 7,588 | 283 | 0.0% | 0.0% | 298 | +34 | 0.45% | Q1 2026 | May 05, 2026 |
| Ignite Planners, LLC | History | Reduced | 7,538 | 282 | 0.04% | 0.04% | 300 | -333 | -4.23% | Q1 2026 | Apr 17, 2026 |
| Rehmann Capital Advisory Group | History | No change | 7,540 | 282 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | No change | 7,549 | 282 | 0.08% | 0.1% | 301 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 7,492 | 280 | 0.03% | — | 303 | +7,492 | New | Q1 2026 | May 15, 2026 |
| Castleview Partners, LLC | History | Reduced | 7,507 | 280 | 0.14% | 0.14% | 302 | -402 | -5.08% | Q1 2026 | May 01, 2026 |
| INTEGRATED WEALTHCARE, LLC | History | No change | 7,457 | 279 | 0.23% | 0.22% | 304 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC Asset Management Inc | History | Reduced | 7,438 | 278 | 0.0% | 0.0% | 305 | -138 | -1.82% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 7,374 | 275 | 0.0% | 0.0% | 306 | +332 | 4.71% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 7,337 | 274 | 0.0% | — | 307 | +7,337 | New | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 7,174 | 268 | 0.0% | 0.0% | 308 | +1,341 | 22.99% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 7,098 | 266 | 0.01% | 0.01% | 309 | +33 | 0.47% | Q1 2026 | May 15, 2026 |
| Kure Advisory, LLC | History | Added to | 7,030 | 263 | 0.14% | 0.14% | 310 | +9 | 0.13% | Q1 2026 | Apr 16, 2026 |
| Procyon Advisors, LLC | History | Reduced | 7,015 | 262 | 0.01% | 0.01% | 311 | -484 | -6.45% | Q1 2026 | May 04, 2026 |
| IHT Wealth Management, LLC | History | Added to | 6,858 | 256 | 0.01% | 0.01% | 312 | +54 | 0.79% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 6,820 | 255 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MONOGRAPH WEALTH ADVISORS, LLC | History | No change | 6,638 | 249 | 0.02% | 0.02% | 314 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JMN Financial LLC | History | Reduced | 6,625 | 248 | 0.24% | 0.35% | 317 | -3,376 | -33.76% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 6,636 | 248 | 0.0% | 0.0% | 315 | +806 | 13.83% | Q1 2026 | May 04, 2026 |
| Global Wealth Management Investment Advisory, Inc. | History | No change | 6,653 | 248 | 0.04% | 0.04% | 316 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Empowered Funds, LLC | History | New | 6,446 | 241 | 0.0% | — | 319 | +6,446 | New | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Reduced | 6,428 | 241 | 0.0% | 0.0% | 318 | -1,073 | -14.3% | Q1 2026 | May 15, 2026 |
| Plan A Wealth LLC | History | Added to | 6,388 | 239 | 0.11% | 0.11% | 320 | +56 | 0.88% | Q1 2026 | May 15, 2026 |
| TOWER BRIDGE ADVISORS | History | New | 6,350 | 237 | 0.02% | — | 321 | +6,350 | New | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | Added to | 6,299 | 235 | 0.0% | 0.0% | 322 | +61 | 0.98% | Q1 2026 | Apr 17, 2026 |
| NFSG Corp | History | Added to | 6,295 | 235 | 0.04% | 0.03% | 323 | +4 | 0.06% | Q1 2026 | May 05, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 6,268 | 234 | 0.08% | 0.09% | 326 | -1,109 | -15.03% | Q1 2026 | Apr 24, 2026 |
| Three Bridge Wealth Advisors, LLC | History | Added to | 6,237 | 234 | 0.06% | 0.06% | 325 | +6 | 0.1% | Q1 2026 | May 12, 2026 |
| Canton Hathaway, LLC | History | No change | 6,274 | 234 | 0.05% | 0.04% | 324 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 6,122 | 229 | 0.0% | 0.0% | 327 | -104 | -1.67% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 6,090 | 227 | 0.0% | 0.0% | 328 | +3,072 | 101.79% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 6,018 | 225 | 0.01% | 0.01% | 329 | -3,723 | -38.22% | Q1 2026 | Apr 24, 2026 |
| MCF Advisors LLC | History | Added to | 6,009 | 225 | 0.01% | 0.01% | 330 | +2,531 | 72.77% | Q1 2026 | May 11, 2026 |
| Advisory Resource Group | History | No change | 5,914 | 221 | 0.04% | 0.04% | 331 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | No change | 5,833 | 218 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 5,776 | 216 | 0.0% | 0.0% | 333 | -781 | -11.91% | Q1 2026 | May 11, 2026 |
| EPG Wealth Management LLC | History | New | 5,727 | 214 | 0.06% | — | 334 | +5,727 | New | Q1 2026 | May 07, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 5,704 | 213 | 0.01% | 0.01% | 335 | -200 | -3.39% | Q1 2026 | Apr 28, 2026 |
| Clark Capital Management Group, Inc. | History | No change | 5,675 | 212 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | New | 5,617 | 210 | 0.01% | — | 337 | +5,617 | New | Q1 2026 | May 11, 2026 |
| Norinchukin Bank, The | History | Reduced | 5,574 | 208 | 0.0% | 0.0% | 338 | -183 | -3.18% | Q1 2026 | May 15, 2026 |
| Larry Mathis Financial Planning, LLC | History | New | 5,544 | 207 | 0.19% | — | 339 | +5,544 | New | Q1 2026 | Apr 21, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | New | 5,428 | 203 | 0.01% | — | 340 | +5,428 | New | Q1 2026 | Apr 09, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 5,390 | 201 | 0.0% | — | 341 | +5,390 | New | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 5,351 | 200 | 0.0% | 0.0% | 342 | -909 | -14.52% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 4,953 | 185 | 0.01% | 0.01% | 343 | +1,736 | 53.96% | Q1 2026 | Apr 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 4,703 | 175 | 0.0% | 0.0% | 344 | +1,196 | 34.1% | Q1 2026 | May 14, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4,716 | 167 | 0.05% | 0.05% | 345 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,282 | 160 | 0.0% | 0.0% | 346 | -185 | -4.14% | Q1 2026 | May 14, 2026 |
| Eukles Asset Management | History | No change | 4,174 | 156 | 0.07% | 0.06% | 347 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bayforest Capital Ltd | History | New | 3,959 | 148 | 0.17% | — | 348 | +3,959 | New | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,860 | 144 | 0.0% | 0.0% | 349 | +995 | 34.73% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 3,672 | 136 | 0.01% | 0.01% | 350 | -1,110 | -23.21% | Q1 2026 | Apr 27, 2026 |
| KBC Group NV | History | No change | 3,606 | 135 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,594 | 134 | 0.0% | 0.0% | 352 | -2,529 | -41.3% | Q1 2026 | Apr 22, 2026 |
| TSFG, LLC | History | Added to | 3,553 | 133 | 0.02% | 0.02% | 353 | +31 | 0.88% | Q1 2026 | Apr 27, 2026 |
| Employees Retirement System of Texas | History | No change | 3,458 | 129 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advantage Trust Co | History | No change | 3,386 | 126 | 0.06% | 0.05% | 355 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FIL Ltd | History | Added to | 3,305 | 123 | 0.0% | 0.0% | 356 | +518 | 18.59% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,242 | 121 | 0.0% | 0.0% | 357 | +1,130 | 53.5% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 3,226 | 120 | 0.0% | 0.0% | 358 | -22 | -0.68% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 3,063 | 114 | 0.02% | 0.03% | 359 | +47 | 1.56% | Q1 2026 | May 11, 2026 |
| Triumph Capital Management | History | Reduced | 3,000 | 112 | 0.02% | 0.02% | 360 | -137 | -4.37% | Q1 2026 | May 13, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,940 | 110 | 0.01% | — | 361 | +2,940 | New | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,872 | 107 | 0.01% | 0.01% | 362 | +406 | 16.46% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,815 | 105 | 0.0% | 0.0% | 363 | +460 | 19.53% | Q1 2026 | May 14, 2026 |
| Strive Financial Group ,LLC | History | No change | 2,812 | 105 | 0.06% | 0.05% | 364 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,810 | 99 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,580 | 96 | 0.0% | 0.0% | 366 | +1,892 | 275.0% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,591 | 96 | 0.0% | 0.0% | 367 | -1,081 | -29.44% | Q1 2026 | May 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 2,514 | 94 | 0.02% | 0.03% | 369 | +7 | 0.28% | Q1 2026 | Apr 06, 2026 |
| SYNTAX RESEARCH, INC. | History | No change | 2,527 | 94 | 0.06% | 0.05% | 368 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO | History | No change | 2,500 | 93 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,427 | 91 | 0.0% | 0.0% | 371 | +349 | 16.79% | Q1 2026 | May 01, 2026 |
| Quent Capital, LLC | History | New | 2,165 | 81 | 0.01% | — | 372 | +2,165 | New | Q1 2026 | Apr 28, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 2,151 | 80 | 0.0% | — | 374 | +2,151 | New | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | New | 2,139 | 80 | 0.01% | — | 373 | +2,139 | New | Q1 2026 | May 01, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,167 | 79 | 0.0% | 0.0% | 375 | +224 | 11.53% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 2,012 | 75 | 0.05% | 0.06% | 376 | -1,409 | -41.19% | Q1 2026 | May 05, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,962 | 73 | 0.01% | 0.01% | 377 | -200 | -9.25% | Q1 2026 | May 01, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,900 | 71 | 0.0% | 0.0% | 378 | -181 | -8.7% | Q1 2026 | Apr 15, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 1,889 | 70 | 0.04% | 0.04% | 379 | -368 | -16.3% | Q1 2026 | May 13, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 1,740 | 65 | 0.02% | 0.02% | 380 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | No change | 1,537 | 57 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,478 | 55 | 0.0% | 0.0% | 382 | -500 | -25.28% | Q1 2026 | May 08, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 1,396 | 52 | 0.04% | 0.04% | 383 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Assets Advisory, LLC | History | New | 1,382 | 51 | 0.01% | — | 384 | +1,382 | New | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,346 | 50 | 0.0% | 0.0% | 385 | -657 | -32.8% | Q1 2026 | May 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 1,333 | 50 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| DANSKE BANK A/S | History | Reduced | 1,300 | 48 | 0.0% | 0.0% | 387 | -300 | -18.75% | Q1 2026 | May 12, 2026 |
| Smithfield Trust Co | History | No change | 1,249 | 47 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Silicon Valley Capital Partners | History | Added to | 1,247 | 46 | 0.0% | 0.0% | 389 | +11 | 0.89% | Q1 2026 | May 19, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,129 | 42 | 0.0% | 0.0% | 390 | -11 | -0.96% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 1,061 | 39 | 0.0% | 0.0% | 391 | +165 | 18.42% | Q1 2026 | Apr 07, 2026 |
| Kozak & Associates, Inc. | History | Added to | 1,001 | 38 | 0.01% | 0.01% | 392 | +8 | 0.81% | Q1 2026 | Apr 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 989 | 37 | 0.0% | 0.0% | 394 | +38 | 4.0% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,000 | 37 | 0.01% | 0.01% | 393 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 967 | 36 | 0.01% | 0.0% | 395 | +632 | 188.66% | Q1 2026 | May 15, 2026 |
| Beacon Capital Management, Inc. | History | No change | 933 | 34 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Added to | 895 | 33 | 0.0% | 0.0% | 397 | +107 | 13.58% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 869 | 32 | 0.0% | — | 398 | +869 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 868 | 32 | 0.01% | — | 399 | +868 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 777 | 29 | 0.0% | 0.0% | 400 | +55 | 7.62% | Q1 2026 | Jun 02, 2026 |
| Western Wealth Management, LLC | History | New | 767 | 28 | 0.0% | — | 401 | +767 | New | Q1 2026 | May 19, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 739 | 27 | 0.0% | 0.0% | 403 | -5,294 | -87.75% | Q1 2026 | Apr 07, 2026 |
| LOOMIS SAYLES & CO L P | History | No change | 734 | 27 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 716 | 26 | 0.01% | 0.01% | 404 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Capital Advisor Network LLC | History | New | 683 | 25 | 0.03% | — | 405 | +683 | New | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 636 | 23 | 0.0% | 0.0% | 406 | +472 | 287.8% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 630 | 23 | 0.0% | 0.0% | 408 | -57 | -8.3% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Added to | 636 | 23 | 0.01% | 0.01% | 409 | +5 | 0.79% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | No change | 624 | 23 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 591 | 22 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CURIO WEALTH, LLC | History | No change | 591 | 22 | 0.01% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 430 | 16 | 0.0% | 0.0% | 412 | +83 | 23.92% | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 410 | 15 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 386 | 14 | 0.0% | 0.0% | 414 | +88 | 29.53% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Added to | 370 | 13 | 0.0% | 0.0% | 416 | +18 | 5.11% | Q1 2026 | May 21, 2026 |
| CX Institutional | History | No change | 336 | 13 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 320 | 11 | 0.0% | 0.0% | 417 | +188 | 142.42% | Q1 2026 | Apr 07, 2026 |
| Fortis Group Advisors, LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 261 | 9 | 0.0% | 0.02% | 420 | -792 | -75.21% | Q1 2026 | May 13, 2026 |
| FIRST HORIZON CORP | History | Reduced | 248 | 9 | 0.0% | 0.0% | 419 | -213 | -46.2% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | New | 233 | 8 | 0.0% | — | 421 | +233 | New | Q1 2026 | Apr 24, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 189 | 7 | 0.0% | 0.0% | 422 | -148 | -43.92% | Q1 2026 | Apr 13, 2026 |
| ALERUS FINANCIAL NA | History | No change | 166 | 6 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 147 | 5 | 0.0% | 0.0% | 424 | -458 | -75.7% | Q1 2026 | Apr 17, 2026 |
| Valued Wealth Advisors LLC | History | Reduced | 148 | 5 | 0.0% | 0.0% | 425 | -72 | -32.73% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | New | 121 | 4 | 0.0% | — | 428 | +121 | New | Q1 2026 | Apr 06, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 109 | 4 | 0.0% | 0.0% | 427 | +1 | 0.93% | Q1 2026 | May 05, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 113 | 4 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 89 | 3 | 0.0% | 0.0% | 429 | +10 | 12.66% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 71 | 2 | 0.0% | 0.0% | 430 | -356 | -83.37% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 79 | 2 | 0.0% | 0.0% | 431 | -175 | -68.9% | Q1 2026 | May 13, 2026 |
| Merkkuri Wealth Advisors LLC | History | New | 60 | 2 | 0.0% | — | 435 | +60 | New | Q1 2026 | Apr 21, 2026 |
| Kilter Group LLC | History | Added to | 54 | 2 | 0.0% | 0.0% | 434 | +6 | 12.5% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 61 | 2 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SITTNER & NELSON, LLC | History | No change | 70 | 2 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Management LLC | History | New | 49 | 1 | 0.0% | — | 439 | +49 | New | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 29 | 1 | 0.0% | — | 438 | +14 | 93.33% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | No change | 49 | 1 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 30 | 1 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -394,947 | -100.0% | Q1 2026 | May 15, 2026 |
| Granite Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -142,945 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -122,966 | -100.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.2% | — | -121,778 | -100.0% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.58% | — | -102,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -95,000 | -100.0% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 1.04% | — | -73,747 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -25,684 | -100.0% | Q1 2026 | May 20, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -21,516 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,524 | -100.0% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,599 | -100.0% | Q1 2026 | May 06, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -11,576 | -100.0% | Q1 2026 | May 15, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,684 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Financial Partners Group, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -9,554 | -100.0% | Q1 2026 | Apr 10, 2026 |
| TFB Advisors LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -9,345 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Vanderbilt University | History | Closed out | 0 | 0 | — | 0.05% | — | -8,604 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Plotkin Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,173 | -100.0% | Q1 2026 | May 11, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,847 | -100.0% | Q1 2026 | May 13, 2026 |
| Advisory Alpha, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,249 | -100.0% | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,042 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Columbus Macro, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,975 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,689 | -100.0% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 26 | 0 | — | 0.0% | — | -3,037 | -99.15% | Q1 2026 | Apr 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1 | 0 | — | 0.02% | — | -2,061 | -99.95% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -859 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Financial Gravity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 11, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 10, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 19 | 0 | — | — | — | +8 | 72.73% | Q1 2026 | Apr 21, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 21, 2026 |
| Godfrey Financial Associates, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q1 2026 | May 06, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 15 | 0 | — | — | — | -1 | -6.25% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bell Investment Advisors, Inc | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |