PEGASYSTEMS INC - PEGA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 10,959,704 | 654,513 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 9,637,018 | 410,151 | 0.01% | 0.01% | 2 | +659,034 | 7.34% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,361,923 | 270,763 | 0.01% | — | 3 | +6,361,923 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 4,539,552 | 190,910 | 0.09% | 0.09% | 4 | +1,739,059 | 62.1% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,160,456 | 177,069 | 0.0% | — | 5 | +4,160,456 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,856,028 | 121,552 | 0.0% | 0.01% | 6 | +102,401 | 3.72% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,689,125 | 114,449 | 0.02% | 0.03% | 7 | -32,833 | -1.21% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,518,813 | 107,218 | 0.01% | 0.01% | 8 | +174,547 | 7.45% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,519,022 | 107,202 | 0.02% | 0.03% | 9 | -10,745 | -0.42% | Q1 2026 | May 07, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 2,377,052 | 101,386 | 0.03% | 0.09% | 10 | -2,551,094 | -51.77% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,048,599 | 87,188 | 0.06% | 0.06% | 11 | +630,023 | 44.41% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,513,255 | 64,359 | 0.12% | 0.18% | 12 | -200,570 | -11.7% | Q1 2026 | May 01, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 1,478,875 | 62,940 | 0.26% | 0.35% | 13 | -45,473 | -2.98% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Added to | 1,456,684 | 62,001 | 0.06% | 0.01% | 14 | +1,270,660 | 683.06% | Q1 2026 | May 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 1,396,021 | 59,414 | 0.25% | 0.29% | 15 | -4,065 | -0.29% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 1,284,019 | 54,647 | 0.01% | 0.02% | 16 | -563,694 | -30.51% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,210,562 | 51,521 | 0.03% | 0.05% | 17 | -571,520 | -32.07% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Added to | 1,146,653 | 48,801 | 0.17% | 0.21% | 18 | +33,482 | 3.01% | Q1 2026 | May 12, 2026 |
| Copeland Capital Management, LLC | History | New | 1,123,518 | 47,816 | 1.06% | — | 19 | +1,123,518 | New | Q1 2026 | May 06, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 1,108,232 | 47,166 | 0.02% | 0.02% | 20 | -62,145 | -5.31% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,071,594 | 45,607 | 0.05% | 0.05% | 21 | +245,578 | 29.73% | Q1 2026 | May 08, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 1,069,134 | 45,502 | 0.15% | — | 22 | +1,069,134 | New | Q1 2026 | May 14, 2026 |
| Ranger Investment Management, L.P. | History | Added to | 1,052,849 | 44,809 | 3.24% | 3.73% | 23 | +141,873 | 15.57% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,052,205 | 44,782 | 0.04% | 0.04% | 24 | +363,896 | 52.87% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 1,052,019 | 44,773 | 0.01% | 0.03% | 25 | -2,075,752 | -66.37% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,026,121 | 43,671 | 0.01% | 0.01% | 26 | +1,939 | 0.19% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 987,747 | 42,038 | 0.0% | 0.01% | 27 | +237,378 | 31.63% | Q1 2026 | May 15, 2026 |
| Hood River Capital Management LLC | History | Reduced | 975,621 | 41,522 | 0.42% | 1.04% | 28 | -612,782 | -38.58% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 940,147 | 40,014 | 0.0% | 0.01% | 29 | +57,347 | 6.5% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 913,181 | 37,878 | 0.0% | 0.0% | 30 | +230,944 | 33.85% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 872,704 | 37,142 | 0.01% | 0.01% | 31 | +24,771 | 2.92% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 814,062 | 34,426 | 0.06% | 0.03% | 32 | +439,417 | 117.29% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 800,562 | 34,072 | 0.0% | 0.0% | 33 | -399,651 | -33.3% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 764,961 | 32,556 | 0.01% | 0.01% | 34 | -63,878 | -7.71% | Q1 2026 | May 05, 2026 |
| NORGES BANK | History | No change | 534,244 | 31,905 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 700,647 | 29,819 | 0.12% | 0.09% | 36 | +289,385 | 70.37% | Q1 2026 | May 08, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Reduced | 686,600 | 29,221 | 4.07% | 5.49% | 37 | -17,000 | -2.42% | Q1 2026 | May 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 667,100 | 28,391 | 0.02% | 0.02% | 38 | +229,700 | 52.51% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 643,634 | 27,123 | 0.01% | 0.01% | 39 | +162,810 | 33.86% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 628,100 | 26,731 | 0.0% | 0.0% | 40 | +224,506 | 55.63% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 618,753 | 26,334 | 0.01% | 0.0% | 41 | +537,683 | 663.23% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Added to | 585,263 | 24,908 | 0.08% | 0.12% | 42 | +18,794 | 3.32% | Q1 2026 | May 15, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 580,234 | 24,694 | 0.42% | 0.52% | 43 | +58,603 | 11.23% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 573,793 | 24,420 | 0.01% | — | 44 | +573,793 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 570,335 | 24,264 | 0.03% | 0.21% | 45 | -1,824,504 | -76.18% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 538,963 | 22,748 | 0.01% | 0.01% | 46 | -147,118 | -21.44% | Q1 2026 | May 14, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 507,439 | 21,596 | 0.9% | 1.3% | 47 | -32,991 | -6.1% | Q1 2026 | May 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 504,478 | 21,470 | 0.16% | 0.17% | 48 | +146,483 | 40.92% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 500,000 | 21,280 | 0.03% | — | 49 | +500,000 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 473,897 | 20,169 | 0.03% | 0.03% | 50 | +231,691 | 95.66% | Q1 2026 | May 15, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 455,290 | 19,377 | 0.57% | 0.93% | 51 | +30,450 | 7.17% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 445,986 | 18,981 | 0.01% | 0.0% | 52 | +242,016 | 118.65% | Q1 2026 | May 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 415,813 | 17,699 | 0.03% | 0.03% | 53 | +106,594 | 34.47% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | New | 404,467 | 17,214 | 0.12% | — | 54 | +404,467 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 381,787 | 16,249 | 0.0% | 0.0% | 55 | +70,246 | 22.55% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 369,096 | 15,708 | 0.0% | 0.02% | 56 | -957,830 | -72.18% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 363,917 | 15,488 | 0.01% | 0.0% | 57 | +141,504 | 63.62% | Q1 2026 | May 06, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 334,841 | 14,250 | 0.02% | 0.03% | 58 | +24,023 | 7.73% | Q1 2026 | May 11, 2026 |
| Trexquant Investment LP | History | Added to | 333,516 | 14,194 | 0.1% | 0.08% | 59 | +182,890 | 121.42% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 302,750 | 12,885 | 0.01% | 0.01% | 60 | +54,500 | 21.95% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 302,660 | 12,881 | 0.02% | — | 61 | +302,660 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 275,179 | 11,711 | 0.0% | 0.01% | 62 | -163,199 | -37.23% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 266,515 | 11,342 | 0.02% | 0.02% | 63 | -6,806 | -2.49% | Q1 2026 | May 06, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 259,253 | 11,033 | 0.01% | 0.01% | 64 | +61,711 | 31.24% | Q1 2026 | May 13, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 258,090 | 10,984 | 0.04% | 0.03% | 65 | +72,971 | 39.42% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 254,766 | 10,842 | 0.0% | 0.0% | 66 | +61,850 | 32.06% | Q1 2026 | May 11, 2026 |
| Luxor Capital Group, LP | History | No change | 245,983 | 10,469 | 0.73% | 1.12% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 174,342 | 10,411 | 0.0% | 0.0% | 68 | +71,398 | 69.36% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 237,418 | 10,104 | 0.01% | 0.01% | 69 | +4,260 | 1.83% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 220,465 | 9,382 | 0.0% | 0.0% | 70 | -69,637 | -24.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 212,197 | 9,031 | 0.0% | 0.0% | 71 | +150,190 | 242.21% | Q1 2026 | May 12, 2026 |
| ARMISTICE CAPITAL, LLC | History | Added to | 210,429 | 8,955 | 0.16% | 0.09% | 72 | +78,435 | 59.42% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 206,772 | 8,800 | 0.02% | 0.02% | 73 | +4,511 | 2.23% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 205,243 | 8,735 | 0.01% | 0.0% | 74 | +101,410 | 97.67% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 204,522 | 8,704 | 0.0% | 0.01% | 75 | +7,574 | 3.85% | Q1 2026 | May 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 201,201 | 8,563 | 0.02% | 0.02% | 76 | +25,742 | 14.67% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Reduced | 184,600 | 7,856 | 0.0% | 0.01% | 77 | -900 | -0.49% | Q1 2026 | May 07, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 184,265 | 7,842 | 0.02% | 0.03% | 78 | +17,184 | 10.28% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 181,669 | 7,726 | 0.02% | 0.03% | 79 | -61,246 | -25.21% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 176,703 | 7,520 | 0.03% | 0.03% | 80 | +29,878 | 20.35% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 176,125 | 7,495 | 0.03% | 0.03% | 81 | -1,004 | -0.57% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 173,376 | 7,378 | 0.01% | 0.01% | 82 | +38,188 | 28.25% | Q1 2026 | May 15, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 171,801 | 7,311 | 1.5% | 2.73% | 83 | -119,241 | -40.97% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 169,206 | 7,201 | 0.02% | 0.03% | 84 | +5,056 | 3.08% | Q1 2026 | May 14, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 165,839 | 6,898 | 0.01% | 0.01% | 85 | -8,053 | -4.63% | Q1 2026 | May 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 157,782 | 6,715 | 0.1% | 0.15% | 86 | -1,700 | -1.07% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 149,541 | 6,364 | 0.0% | 0.0% | 87 | -92,250 | -38.15% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Reduced | 146,225 | 6,223 | 0.0% | 0.01% | 88 | -125,318 | -46.15% | Q1 2026 | May 11, 2026 |
| Weiss Asset Management LP | History | New | 145,950 | 6,211 | 0.11% | — | 89 | +145,950 | New | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 140,810 | 5,985 | 0.01% | 0.03% | 90 | -192,711 | -57.78% | Q1 2026 | May 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 137,302 | 5,844 | 0.04% | 0.04% | 91 | +50,716 | 58.57% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 128,886 | 5,485 | 0.0% | 0.0% | 92 | -79,952 | -38.28% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 128,871 | 5,484 | 0.01% | 0.01% | 93 | +13,370 | 11.58% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 126,786 | 5,396 | 0.2% | — | 94 | +126,786 | New | Q1 2026 | May 15, 2026 |
| Capital Impact Advisors, LLC | History | Reduced | 125,843 | 5,355 | 2.16% | 3.58% | 95 | -639,474 | -83.56% | Q1 2026 | May 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 123,795 | 5,268 | 0.04% | 0.06% | 96 | +4,556 | 3.82% | Q1 2026 | May 14, 2026 |
| CADIAN CAPITAL MANAGEMENT, LP | History | New | 119,683 | 5,093 | 0.62% | — | 97 | +119,683 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 118,704 | 5,052 | 0.0% | 0.0% | 98 | -17,086 | -12.58% | Q1 2026 | May 08, 2026 |
| Engineers Gate Manager LP | History | New | 117,515 | 5,001 | 0.06% | — | 99 | +117,515 | New | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 117,099 | 4,983 | 0.01% | 0.03% | 100 | -152,645 | -56.59% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 114,456 | 4,871 | 0.01% | 0.01% | 101 | -6,741 | -5.56% | Q1 2026 | May 15, 2026 |
| JB Capital LLC | History | Added to | 112,238 | 4,776 | 0.19% | 0.15% | 102 | +50,386 | 81.46% | Q1 2026 | Apr 27, 2026 |
| Retirement Systems of Alabama | History | Added to | 111,910 | 4,762 | 0.02% | 0.02% | 103 | +1,914 | 1.74% | Q1 2026 | Apr 24, 2026 |
| OP Asset Management Ltd | History | Added to | 111,305 | 4,737 | 0.06% | 0.01% | 104 | +91,741 | 468.93% | Q1 2026 | Apr 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 108,743 | 4,628 | 0.0% | 0.01% | 105 | +20,874 | 23.76% | Q1 2026 | May 15, 2026 |
| Vest Financial, LLC | History | Added to | 106,435 | 4,529 | 0.05% | 0.04% | 106 | +48,908 | 85.02% | Q1 2026 | Apr 23, 2026 |
| Vident Advisory, LLC | History | Added to | 103,883 | 4,421 | 0.04% | 0.04% | 107 | +21,677 | 26.37% | Q1 2026 | May 14, 2026 |
| HARBER ASSET MANAGEMENT LLC | History | Reduced | 103,559 | 4,407 | 2.82% | 4.04% | 108 | -57,843 | -35.84% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 101,327 | 4,312 | 0.01% | 0.02% | 109 | -97,294 | -48.98% | Q1 2026 | May 11, 2026 |
| 1492 Capital Management LLC | History | Reduced | 98,572 | 4,195 | 1.6% | 2.26% | 110 | -218 | -0.22% | Q1 2026 | Apr 22, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 95,586 | 4,068 | 0.01% | 0.04% | 111 | -141,451 | -59.67% | Q1 2026 | May 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 95,185 | 4,051 | 0.09% | 0.12% | 112 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 91,501 | 3,894 | 0.05% | 0.06% | 113 | +17,997 | 24.48% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 90,863 | 3,867 | 0.0% | 0.0% | 114 | +61,060 | 204.88% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 88,437 | 3,763 | 0.03% | — | 115 | +88,437 | New | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 86,944 | 3,700 | 0.0% | — | 116 | +86,944 | New | Q1 2026 | May 08, 2026 |
| NATIXIS | History | New | 85,731 | 3,648 | 0.01% | — | 117 | +85,731 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 83,438 | 3,551 | 0.0% | 0.0% | 118 | +39,304 | 89.06% | Q1 2026 | May 12, 2026 |
| Assenagon Asset Management S.A. | History | Added to | 82,655 | 3,517 | 0.01% | 0.0% | 119 | +28,959 | 53.93% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 82,400 | 3,506 | 0.0% | 0.0% | 120 | -59,170 | -41.8% | Q1 2026 | May 15, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Reduced | 82,077 | 3,493 | 0.25% | 0.48% | 121 | -34,589 | -29.65% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 80,127 | 3,410 | 0.06% | 0.03% | 122 | +48,942 | 156.94% | Q1 2026 | May 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 78,642 | 3,347 | 0.01% | 0.01% | 123 | -210 | -0.27% | Q1 2026 | May 08, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 78,493 | 3,340 | 0.01% | 0.02% | 124 | -29,887 | -27.58% | Q1 2026 | May 14, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Reduced | 78,365 | 3,335 | 1.39% | 1.99% | 125 | -1,022 | -1.29% | Q1 2026 | May 15, 2026 |
| Paralel Advisors LLC | History | No change | 76,960 | 3,275 | 0.14% | 0.18% | 126 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 75,775 | 3,224 | 0.01% | 0.02% | 127 | -58,446 | -43.54% | Q1 2026 | May 14, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Reduced | 74,445 | 3,168 | 0.5% | 0.72% | 128 | -4,979 | -6.27% | Q1 2026 | May 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 74,407 | 3,167 | 0.0% | 0.0% | 129 | +2,615 | 3.64% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | New | 72,100 | 3,069 | 0.01% | — | 130 | +72,100 | New | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 74,668 | 2,964 | 0.01% | 0.04% | 131 | -424,045 | -85.03% | Q1 2026 | Apr 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 68,184 | 2,901 | 0.0% | 0.0% | 132 | +63,115 | 1245.12% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 68,053 | 2,896 | 0.0% | 0.0% | 133 | -3,017 | -4.25% | Q1 2026 | May 15, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | Added to | 67,404 | 2,868 | 0.81% | 1.0% | 134 | +2,404 | 3.7% | Q1 2026 | May 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 67,407 | 2,796 | 0.0% | — | 135 | +67,407 | New | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 64,404 | 2,741 | 0.01% | — | 136 | +64,404 | New | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 42,750 | 2,553 | 0.02% | 0.02% | 137 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 59,683 | 2,540 | 0.03% | 0.03% | 138 | +29,941 | 100.67% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 59,218 | 2,520 | 0.04% | 0.1% | 139 | -12,597 | -17.54% | Q1 2026 | May 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 59,176 | 2,518 | 0.0% | 0.0% | 140 | +671 | 1.15% | Q1 2026 | Apr 21, 2026 |
| Vestcor Inc | History | Added to | 57,527 | 2,448 | 0.07% | 0.05% | 141 | +25,650 | 80.47% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | Added to | 57,492 | 2,446 | 0.01% | 0.01% | 142 | +1,249 | 2.22% | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | New | 56,428 | 2,399 | 0.02% | — | 143 | +56,428 | New | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 54,713 | 2,328 | 0.03% | 0.06% | 144 | -19,000 | -25.78% | Q1 2026 | May 11, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Reduced | 53,966 | 2,296 | 0.46% | 1.02% | 145 | -31,833 | -37.1% | Q1 2026 | Apr 28, 2026 |
| PEAK6 LLC | History | Reduced | 53,860 | 2,292 | 0.01% | 0.02% | 146 | -100,440 | -65.09% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 53,848 | 2,291 | 0.0% | 0.0% | 147 | +28,706 | 114.18% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 52,637 | 2,240 | 0.0% | — | 148 | +52,637 | New | Q1 2026 | May 15, 2026 |
| Vinva Investment Management Ltd | History | Added to | 35,820 | 2,167 | 0.03% | 0.0% | 149 | +31,772 | 784.88% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 50,244 | 2,138 | 0.01% | 0.01% | 150 | +10,479 | 26.35% | Q1 2026 | May 05, 2026 |
| Convergence Investment Partners, LLC | History | Reduced | 50,113 | 2,132 | 0.35% | 0.66% | 151 | -5,392 | -9.71% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 48,332 | 2,057 | 0.0% | 0.0% | 152 | +21,715 | 81.58% | Q1 2026 | May 13, 2026 |
| Amundi | History | Added to | 47,259 | 2,011 | 0.0% | 0.0% | 153 | +7,378 | 18.5% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Reduced | 47,107 | 2,005 | 0.05% | 0.13% | 154 | -32,921 | -41.14% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 46,302 | 1,970 | 0.01% | 0.01% | 155 | +207 | 0.45% | Q1 2026 | May 14, 2026 |
| Night Squared LP | History | New | 45,209 | 1,924 | 0.28% | — | 156 | +45,209 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 31,914 | 1,905 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 44,073 | 1,875 | 0.22% | 0.29% | 158 | -370 | -0.83% | Q1 2026 | Apr 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 43,240 | 1,840 | 0.0% | 0.0% | 159 | -2,600 | -5.67% | Q1 2026 | May 15, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | New | 42,478 | 1,807 | 0.12% | — | 160 | +42,478 | New | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Added to | 42,101 | 1,792 | 0.01% | 0.02% | 161 | +383 | 0.92% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 41,875 | 1,782 | 0.0% | 0.0% | 162 | +9,051 | 27.57% | Q1 2026 | May 15, 2026 |
| ICON ADVISERS INC/CO | History | No change | 41,493 | 1,765 | 0.41% | 0.54% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NewEdge Wealth, LLC | History | Added to | 41,324 | 1,758 | 0.02% | 0.02% | 164 | +15,652 | 60.97% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 40,738 | 1,733 | 0.0% | 0.0% | 165 | -102,870 | -71.63% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 40,615 | 1,728 | 0.0% | 0.0% | 166 | -73,952 | -64.55% | Q1 2026 | May 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 40,414 | 1,720 | 0.01% | 0.02% | 167 | +4,010 | 11.02% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 39,914 | 1,699 | 0.0% | 0.0% | 168 | -3,087 | -7.18% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 39,798 | 1,673 | 0.0% | 0.0% | 169 | +11,475 | 40.51% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Added to | 39,073 | 1,662 | 0.05% | 0.02% | 170 | +27,398 | 234.67% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 38,700 | 1,647 | 0.0% | 0.0% | 171 | +11,183 | 40.64% | Q1 2026 | May 12, 2026 |
| Strategic Global Advisors, LLC | History | Reduced | 37,951 | 1,615 | 0.26% | 0.35% | 172 | -411 | -1.07% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 36,974 | 1,573 | 0.0% | — | 173 | +36,974 | New | Q1 2026 | May 08, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 36,499 | 1,553 | 0.01% | 0.0% | 174 | +30,515 | 509.94% | Q1 2026 | May 07, 2026 |
| Curbstone Financial Management Corp | History | No change | 35,904 | 1,528 | 0.29% | 0.41% | 175 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 34,982 | 1,488 | 0.02% | 0.02% | 176 | -3,161 | -8.29% | Q1 2026 | May 07, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 34,806 | 1,481 | 0.48% | 0.53% | 177 | +7,771 | 28.74% | Q1 2026 | Apr 10, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 34,700 | 1,476 | 0.04% | 0.06% | 178 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 34,650 | 1,475 | 0.0% | 0.0% | 179 | +41 | 0.12% | Q1 2026 | Apr 22, 2026 |
| Brooklyn Investment Group | History | Added to | 34,281 | 1,458 | 0.05% | 0.01% | 180 | +30,829 | 893.08% | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 34,069 | 1,449 | 0.02% | 0.02% | 181 | +14,472 | 73.85% | Q1 2026 | May 12, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 32,800 | 1,395 | 0.24% | — | 182 | +32,800 | New | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 32,538 | 1,384 | 0.01% | 0.01% | 183 | +10,037 | 44.61% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Added to | 32,500 | 1,383 | 0.03% | 0.01% | 185 | +8,800 | 37.13% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 32,497 | 1,383 | 0.0% | 0.0% | 184 | +783 | 2.47% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,184 | 1,369 | 0.0% | 0.0% | 186 | +31,567 | 5116.21% | Q1 2026 | May 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 32,079 | 1,365 | 0.0% | 0.01% | 187 | +3,727 | 13.15% | Q1 2026 | May 14, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Reduced | 31,883 | 1,356 | 0.01% | 0.01% | 188 | -26,145 | -45.06% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 29,883 | 1,271 | 0.0% | 0.0% | 189 | +16,042 | 115.9% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 29,719 | 1,264 | 0.0% | 0.0% | 190 | +18,087 | 155.49% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,661 | 1,262 | 0.0% | 0.0% | 191 | +4,886 | 19.72% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 20,500 | 1,224 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 28,622 | 1,217 | 0.0% | 0.0% | 193 | +5,924 | 26.1% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 28,400 | 1,208 | 0.0% | 0.01% | 194 | +500 | 1.79% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Added to | 28,322 | 1,205 | 0.01% | 0.01% | 195 | +8,280 | 41.31% | Q1 2026 | May 15, 2026 |
| TIG Advisors, LLC | History | New | 27,845 | 1,185 | 0.05% | — | 196 | +27,845 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 27,800 | 1,184 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Smith Group Asset Management, LLC | History | Reduced | 27,033 | 1,150 | 0.06% | 0.09% | 198 | -1,584 | -5.54% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 26,698 | 1,136 | 0.01% | 0.02% | 199 | -1,551 | -5.49% | Q1 2026 | Apr 24, 2026 |
| Point Nemo Capital, LLC | History | New | 26,594 | 1,131 | 0.75% | — | 200 | +26,594 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 26,536 | 1,129 | 0.02% | 0.02% | 201 | +1,358 | 5.39% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 26,500 | 1,127 | 0.02% | 0.03% | 202 | +1,100 | 4.33% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Reduced | 26,240 | 1,116 | 0.0% | 0.0% | 203 | -4,635 | -15.01% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Reduced | 25,964 | 1,105 | 0.01% | 0.01% | 204 | -47 | -0.18% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 25,763 | 1,096 | 0.0% | 0.0% | 205 | +18,652 | 262.3% | Q1 2026 | May 12, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 25,770 | 1,096 | 0.01% | 0.01% | 206 | +7,005 | 37.33% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 25,644 | 1,091 | 0.04% | 0.03% | 208 | +10,194 | 65.98% | Q1 2026 | May 12, 2026 |
| Arizona State Retirement System | History | Reduced | 25,640 | 1,091 | 0.01% | 0.01% | 207 | -444 | -1.7% | Q1 2026 | May 01, 2026 |
| Quent Capital, LLC | History | Added to | 25,269 | 1,075 | 0.08% | 0.11% | 209 | +190 | 0.76% | Q1 2026 | Apr 28, 2026 |
| Handelsbanken Fonder AB | History | No change | 25,088 | 1,068 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Walleye Trading LLC | History | Reduced | 24,607 | 1,047 | 0.0% | 0.01% | 211 | -93,517 | -79.17% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Added to | 23,480 | 999 | 0.0% | 0.0% | 212 | +19,539 | 495.79% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 23,462 | 998 | 0.0% | — | 213 | +23,462 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 23,316 | 992 | 0.0% | 0.0% | 214 | +12,113 | 108.12% | Q1 2026 | Apr 27, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 23,224 | 988 | 0.01% | 0.0% | 215 | +17,099 | 279.17% | Q1 2026 | Apr 20, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 23,036 | 980 | 0.29% | 0.09% | 216 | +14,016 | 155.39% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 22,872 | 973 | 0.0% | 0.01% | 217 | -63 | -0.27% | Q1 2026 | May 01, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 22,449 | 955 | 0.01% | 0.01% | 218 | +9,747 | 76.74% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 22,427 | 954 | 0.01% | — | 219 | +22,427 | New | Q1 2026 | Apr 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 21,993 | 936 | 0.02% | — | 222 | +21,993 | New | Q1 2026 | May 13, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 22,000 | 936 | 0.0% | 0.01% | 220 | +300 | 1.38% | Q1 2026 | May 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 22,012 | 936 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 21,845 | 929 | 0.01% | 0.01% | 223 | -6,190 | -22.08% | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | Added to | 21,381 | 909 | 0.01% | 0.01% | 224 | +12,169 | 132.1% | Q1 2026 | May 08, 2026 |
| Entropy Technologies, LP | History | New | 21,262 | 904 | 0.04% | — | 225 | +21,262 | New | Q1 2026 | May 14, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 20,503 | 889 | 0.07% | 0.1% | 226 | +880 | 4.48% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 20,451 | 870 | 0.01% | 0.01% | 227 | -55 | -0.27% | Q1 2026 | May 08, 2026 |
| ALLSTATE CORP | History | New | 20,172 | 858 | 0.01% | — | 228 | +20,172 | New | Q1 2026 | May 11, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 19,986 | 850 | 0.09% | 0.08% | 229 | +7,367 | 58.38% | Q1 2026 | Apr 29, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 19,350 | 823 | 0.03% | 0.05% | 230 | -7,396 | -27.65% | Q1 2026 | Apr 21, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 19,313 | 821 | 0.02% | — | 231 | +19,313 | New | Q1 2026 | May 15, 2026 |
| Buckland Partners Management Co LLC | History | No change | 19,000 | 808 | 0.49% | 0.63% | 232 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 18,820 | 800 | 0.0% | 0.0% | 233 | -36,885 | -66.21% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 18,743 | 798 | 0.0% | 0.0% | 234 | +4,882 | 35.22% | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 18,700 | 795 | 0.01% | 0.01% | 235 | +400 | 2.19% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 18,092 | 769 | 0.0% | 0.0% | 236 | +10,443 | 136.53% | Q1 2026 | Apr 27, 2026 |
| Merit Financial Group, LLC | History | Added to | 18,081 | 769 | 0.01% | 0.01% | 237 | +497 | 2.83% | Q1 2026 | Apr 15, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 18,000 | 766 | 0.02% | 0.03% | 238 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IMC-Chicago, LLC | History | Reduced | 17,900 | 761 | 0.0% | 0.0% | 239 | -10,500 | -36.97% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 17,604 | 749 | 0.0% | — | 240 | +17,604 | New | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 19,944 | 728 | 0.01% | 0.02% | 241 | +978 | 5.16% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 16,797 | 714 | 0.02% | 0.03% | 242 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 16,763 | 713 | 0.0% | 0.0% | 243 | -4,598 | -21.53% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Added to | 16,662 | 709 | 0.01% | 0.01% | 244 | +105 | 0.63% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,536 | 706 | 0.0% | 0.0% | 245 | +13,550 | 339.94% | Q1 2026 | May 15, 2026 |
| Lisanti Capital Growth, LLC | History | Reduced | 16,415 | 698 | 0.18% | 1.32% | 246 | -77,111 | -82.45% | Q1 2026 | May 06, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 16,351 | 695 | 0.02% | 0.01% | 247 | +7,905 | 93.59% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 16,317 | 694 | 0.01% | 0.0% | 248 | +11,531 | 240.93% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Added to | 16,285 | 693 | 0.25% | 0.52% | 249 | +4,110 | 33.76% | Q1 2026 | May 15, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 16,033 | 682 | 0.02% | 0.03% | 250 | -310 | -1.9% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 15,753 | 670 | 0.0% | 0.0% | 251 | +892 | 6.0% | Q1 2026 | Apr 22, 2026 |
| Horizon Investments, LLC | History | Added to | 15,648 | 665 | 0.01% | 0.0% | 252 | +12,556 | 406.08% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 15,427 | 656 | 0.0% | 0.01% | 253 | +3,193 | 26.1% | Q1 2026 | May 13, 2026 |
| INCEPTIONR LLC | History | New | 14,525 | 617 | 0.15% | — | 254 | +14,525 | New | Q1 2026 | May 14, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | Reduced | 14,410 | 613 | 0.18% | 0.57% | 255 | -16,394 | -53.22% | Q1 2026 | Apr 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 14,115 | 600 | 0.01% | — | 256 | +14,115 | New | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 13,994 | 595 | 0.0% | 0.01% | 257 | +118 | 0.85% | Q1 2026 | May 15, 2026 |
| Impact Partnership Wealth, LLC | History | Added to | 13,627 | 579 | 0.07% | 0.06% | 258 | +5,267 | 63.0% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,465 | 573 | 0.0% | 0.0% | 259 | -5,789 | -30.07% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | New | 13,427 | 571 | 0.01% | — | 260 | +13,427 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 12,875 | 548 | 0.0% | 0.0% | 261 | -18,213 | -58.59% | Q1 2026 | Apr 30, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 12,865 | 547 | 0.01% | — | 262 | +12,865 | New | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | Added to | 12,709 | 540 | 0.06% | 0.08% | 263 | +423 | 3.44% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 12,056 | 513 | 0.01% | — | 264 | +12,056 | New | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 11,882 | 506 | 0.04% | — | 266 | +11,882 | New | Q1 2026 | Apr 28, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 11,884 | 506 | 0.01% | 0.03% | 265 | -3,721 | -23.84% | Q1 2026 | Apr 21, 2026 |
| Inscription Capital, LLC | History | Added to | 11,618 | 494 | 0.05% | 0.03% | 267 | +6,467 | 125.55% | Q1 2026 | Apr 20, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 11,605 | 493 | 0.0% | — | 268 | +11,605 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 11,507 | 489 | 0.0% | 0.0% | 269 | +7,706 | 202.74% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Added to | 11,364 | 483 | 0.01% | 0.01% | 270 | +350 | 3.18% | Q1 2026 | Apr 16, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 11,214 | 477 | 0.0% | 0.0% | 271 | +3,187 | 39.7% | Q1 2026 | May 07, 2026 |
| Perpetual Ltd | History | Reduced | 11,186 | 476 | 0.01% | 0.01% | 272 | -721 | -6.06% | Q1 2026 | Apr 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,893 | 463 | 0.0% | 0.0% | 273 | +2,699 | 32.94% | Q1 2026 | May 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 10,718 | 456 | 0.01% | 0.08% | 275 | -40,891 | -79.23% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,716 | 456 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 10,464 | 445 | 0.05% | 0.08% | 276 | -1,643 | -13.57% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | New | 10,417 | 443 | 0.0% | — | 277 | +10,417 | New | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 10,377 | 441 | 0.0% | 0.0% | 278 | +2,475 | 31.32% | Q1 2026 | May 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 10,324 | 439 | 0.0% | 0.0% | 279 | +4,054 | 64.66% | Q1 2026 | May 13, 2026 |
| denkapparat Operations GmbH | History | Added to | 10,090 | 429 | 0.18% | 0.13% | 280 | +6,030 | 148.52% | Q1 2026 | May 11, 2026 |
| AVIVA PLC | History | Reduced | 10,041 | 427 | 0.0% | 0.0% | 281 | -8,851 | -46.85% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 9,992 | 425 | 0.01% | 0.0% | 282 | +9,132 | 1061.86% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 9,871 | 420 | 0.0% | 0.0% | 283 | +1,930 | 24.3% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Reduced | 9,882 | 420 | 0.14% | 0.2% | 284 | -764 | -7.18% | Q1 2026 | May 21, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 9,770 | 415 | 0.0% | 0.01% | 285 | -4,403 | -31.07% | Q1 2026 | May 13, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 9,715 | 413 | 0.0% | — | 286 | +9,715 | New | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 9,678 | 411 | 0.0% | 0.0% | 287 | +2,520 | 35.21% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 9,631 | 409 | 0.0% | 0.01% | 288 | -8 | -0.08% | Q1 2026 | Apr 23, 2026 |
| VIRTUS ADVISERS, LLC | History | Added to | 9,590 | 408 | 0.19% | 0.27% | 289 | +184 | 1.96% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,458 | 399 | 0.0% | 0.01% | 290 | +613 | 6.93% | Q1 2026 | Apr 07, 2026 |
| STEPHENS INC /AR/ | History | Added to | 9,373 | 398 | 0.0% | 0.0% | 291 | +5,629 | 150.35% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Added to | 9,275 | 394 | 0.0% | 0.0% | 292 | +244 | 2.7% | Q1 2026 | May 12, 2026 |
| Sowell Financial Services LLC | History | Reduced | 9,242 | 393 | 0.01% | 0.02% | 293 | -226 | -2.39% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Added to | 9,174 | 390 | 0.0% | 0.0% | 294 | +946 | 11.5% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 9,100 | 387 | 0.0% | 0.0% | 295 | -63,403 | -87.45% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 8,830 | 375 | 0.01% | — | 296 | +8,830 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,726 | 371 | 0.0% | 0.01% | 297 | -280 | -3.11% | Q1 2026 | Apr 20, 2026 |
| EntryPoint Capital, LLC | History | New | 8,588 | 365 | 0.11% | — | 298 | +8,588 | New | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 8,551 | 363 | 0.0% | — | 299 | +8,551 | New | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 8,359 | 355 | 0.03% | 0.06% | 300 | -13,209 | -61.24% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 8,244 | 351 | 0.02% | — | 301 | +8,244 | New | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 8,206 | 349 | 0.0% | 0.0% | 302 | +7,332 | 838.9% | Q1 2026 | May 06, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 8,000 | 340 | 0.09% | 0.12% | 303 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,901 | 336 | 0.0% | 0.0% | 304 | -477 | -5.69% | Q1 2026 | May 08, 2026 |
| COOKSON PEIRCE & CO INC | History | Reduced | 7,806 | 332 | 0.01% | 0.57% | 305 | -222,585 | -96.61% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,823 | 332 | 0.0% | 0.0% | 306 | -395 | -4.81% | Q1 2026 | Apr 30, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,520 | 320 | 0.0% | 0.0% | 307 | +257 | 3.54% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | Reduced | 7,448 | 316 | 0.0% | 0.01% | 308 | -44,672 | -85.71% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Added to | 7,292 | 310 | 0.01% | 0.0% | 309 | +6,548 | 880.11% | Q1 2026 | Apr 28, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 7,251 | 308 | 0.02% | 0.03% | 310 | +115 | 1.61% | Q1 2026 | Apr 16, 2026 |
| Krilogy Financial LLC | History | Reduced | 6,955 | 301 | 0.01% | 0.02% | 311 | -2,042 | -22.7% | Q1 2026 | Apr 17, 2026 |
| Calamos Advisors LLC | History | Reduced | 7,003 | 298 | 0.0% | 0.01% | 312 | -43,826 | -86.22% | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | Added to | 7,003 | 298 | 0.01% | 0.01% | 313 | +3,297 | 88.96% | Q1 2026 | May 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 6,998 | 297 | 0.0% | 0.0% | 314 | +5,610 | 404.18% | Q1 2026 | May 14, 2026 |
| Advisor Resource Council | History | Added to | 6,795 | 289 | 0.09% | 0.09% | 315 | +1,010 | 17.46% | Q1 2026 | May 07, 2026 |
| Callan Family Office, LLC | History | Added to | 6,730 | 286 | 0.01% | 0.01% | 316 | +317 | 4.94% | Q1 2026 | May 13, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 6,705 | 285 | 0.03% | 0.03% | 317 | +1,165 | 21.03% | Q1 2026 | May 06, 2026 |
| Private Advisor Group, LLC | History | Reduced | 6,691 | 284 | 0.0% | 0.0% | 319 | -4,172 | -38.41% | Q1 2026 | Apr 24, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 6,679 | 284 | 0.01% | 0.02% | 318 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 6,635 | 282 | 0.0% | 0.02% | 320 | -40,847 | -86.03% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 7,382 | 276 | 0.01% | 0.01% | 321 | +2,895 | 64.52% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 6,338 | 270 | 0.0% | 0.0% | 322 | +2,399 | 60.9% | Q1 2026 | Apr 07, 2026 |
| CHOREO, LLC | History | Added to | 6,298 | 268 | 0.0% | 0.0% | 323 | +2,201 | 53.72% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 4,404 | 263 | 0.01% | 0.01% | 324 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 6,110 | 260 | 0.0% | 0.0% | 325 | +2,968 | 94.46% | Q1 2026 | May 13, 2026 |
| Baker Avenue Asset Management, LP | History | New | 6,047 | 257 | 0.01% | — | 326 | +6,047 | New | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | New | 6,026 | 256 | 0.0% | — | 327 | +6,026 | New | Q1 2026 | Apr 27, 2026 |
| Bull Harbor Capital LLC | History | New | 5,974 | 254 | 0.07% | — | 328 | +5,974 | New | Q1 2026 | May 18, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 5,866 | 249 | 0.04% | — | 329 | +5,866 | New | Q1 2026 | Apr 29, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 5,836 | 248 | 0.01% | — | 330 | +5,836 | New | Q1 2026 | May 11, 2026 |
| American Trust | History | Reduced | 5,734 | 244 | 0.02% | 0.03% | 331 | -786 | -12.06% | Q1 2026 | May 01, 2026 |
| PRINCIPAL SECURITIES, INC. | History | New | 5,513 | 234 | 0.0% | — | 332 | +5,513 | New | Q1 2026 | May 13, 2026 |
| DnB Asset Management AS | History | New | 5,502 | 234 | 0.0% | — | 333 | +5,502 | New | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | New | 5,496 | 233 | 0.0% | — | 334 | +5,496 | New | Q1 2026 | May 13, 2026 |
| Modern Wealth Management, LLC | History | Added to | 5,434 | 229 | 0.0% | 0.0% | 335 | +1,908 | 54.11% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 5,300 | 225 | 0.0% | 0.0% | 336 | +1,600 | 43.24% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | No change | 5,286 | 224 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Parallel Advisors, LLC | History | Added to | 5,228 | 222 | 0.0% | 0.0% | 338 | +1,540 | 41.76% | Q1 2026 | May 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 5,218 | 222 | 0.0% | 0.0% | 339 | +1,509 | 40.68% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | New | 5,200 | 221 | 0.0% | — | 341 | +5,200 | New | Q1 2026 | May 13, 2026 |
| RETIREMENT GUYS FORMULA LLC | History | Added to | 5,205 | 221 | 0.1% | 0.1% | 340 | +1,513 | 40.98% | Q1 2026 | Apr 22, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 5,102 | 217 | 0.01% | 0.01% | 342 | -6,296 | -55.24% | Q1 2026 | Apr 08, 2026 |
| Bayforest Capital Ltd | History | Added to | 5,115 | 217 | 0.24% | 0.03% | 343 | +4,411 | 626.56% | Q1 2026 | Apr 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 5,062 | 215 | 0.01% | 0.02% | 344 | +19 | 0.38% | Q1 2026 | Apr 29, 2026 |
| AlphaQuest LLC | History | No change | 3,599 | 214 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Sagewood Asset Management LP | History | New | 5,014 | 213 | 0.07% | — | 347 | +5,014 | New | Q1 2026 | May 13, 2026 |
| Dakota Wealth Management | History | Reduced | 5,025 | 213 | 0.0% | 0.01% | 346 | -270 | -5.1% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 4,937 | 210 | 0.0% | 0.0% | 348 | -1,496 | -23.26% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 4,903 | 208 | 0.0% | — | 351 | +4,903 | New | Q1 2026 | May 08, 2026 |
| Utah Retirement Systems | History | Added to | 4,902 | 208 | 0.0% | 0.0% | 350 | +302 | 6.57% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 4,900 | 208 | 0.03% | 0.04% | 349 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | New | 4,844 | 206 | 0.03% | — | 352 | +4,844 | New | Q1 2026 | Apr 30, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 4,740 | 201 | 0.0% | — | 353 | +4,740 | New | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 4,634 | 198 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 4,328 | 184 | 0.0% | 0.0% | 355 | -802 | -15.63% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,282 | 182 | 0.0% | 0.0% | 356 | +2,112 | 97.33% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Added to | 4,272 | 181 | 0.01% | 0.01% | 357 | +1,963 | 85.02% | Q1 2026 | Apr 06, 2026 |
| Neo Ivy Capital Management | History | New | 4,215 | 179 | 0.05% | — | 358 | +4,215 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,032 | 171 | 0.0% | 0.0% | 359 | +1,982 | 96.68% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 4,000 | 170 | 0.0% | 0.01% | 360 | -1,326 | -24.9% | Q1 2026 | Apr 13, 2026 |
| Truvestments Capital LLC | History | Added to | 3,990 | 169 | 0.03% | 0.04% | 361 | +336 | 9.2% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 3,498 | 148 | 0.0% | 0.0% | 362 | +2,398 | 218.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,472 | 147 | 0.0% | 0.01% | 363 | -545 | -13.57% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 3,254 | 138 | 0.0% | 0.01% | 364 | -1,414 | -30.29% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 3,200 | 136 | 0.0% | 0.0% | 365 | -3,200 | -50.0% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,182 | 135 | 0.01% | 0.02% | 366 | +1,067 | 50.45% | Q1 2026 | Apr 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,151 | 128 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| KBC Group NV | History | No change | 2,990 | 127 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 2,942 | 125 | 0.01% | 0.01% | 369 | +1,469 | 99.73% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 2,917 | 124 | 0.01% | 0.01% | 370 | +893 | 44.12% | Q1 2026 | Apr 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,328 | 98 | 0.0% | 0.0% | 371 | +787 | 51.07% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,289 | 97 | 0.0% | 0.0% | 372 | -1,355 | -37.18% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 2,248 | 95 | 0.0% | 0.01% | 373 | -2,136 | -48.72% | Q1 2026 | May 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,292 | 95 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Added to | 2,228 | 94 | 0.0% | 0.0% | 375 | +1,132 | 103.28% | Q1 2026 | Apr 20, 2026 |
| STRS OHIO | History | Added to | 2,208 | 93 | 0.0% | 0.0% | 376 | +125 | 6.0% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,063 | 87 | 0.0% | 0.0% | 377 | +777 | 60.42% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,757 | 74 | 0.01% | 0.0% | 378 | +1,371 | 355.18% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,753 | 74 | 0.0% | 0.0% | 379 | +495 | 39.35% | Q1 2026 | Apr 07, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 1,719 | 73 | 0.03% | 0.04% | 380 | +91 | 5.59% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 1,685 | 71 | 0.0% | 0.0% | 381 | +1,665 | 8325.0% | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | Added to | 1,618 | 68 | 0.0% | 0.0% | 382 | +513 | 46.43% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 1,558 | 66 | 0.0% | 0.0% | 383 | -49 | -3.05% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,493 | 63 | 0.0% | 0.0% | 384 | +1,019 | 214.98% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,046 | 62 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,278 | 54 | 0.0% | 0.0% | 386 | -3,486 | -73.17% | Q1 2026 | Apr 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 1,079 | 45 | 0.03% | — | 388 | +1,079 | New | Q1 2026 | May 12, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 1,079 | 45 | 0.0% | 0.0% | 387 | -287 | -21.01% | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,057 | 44 | 0.01% | 0.02% | 389 | -56 | -5.03% | Q1 2026 | Apr 13, 2026 |
| RiverPark Advisors, LLC | History | Reduced | 1,016 | 43 | 0.02% | 0.02% | 390 | -414 | -28.95% | Q1 2026 | May 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 929 | 39 | 0.02% | 0.01% | 391 | +698 | 302.16% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 473 | 32 | 0.01% | 0.04% | 393 | -1,209 | -71.88% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 773 | 32 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | New | 683 | 29 | 0.01% | — | 394 | +683 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 590 | 25 | 0.0% | — | 395 | +590 | New | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 583 | 24 | 0.0% | 0.0% | 396 | -519 | -47.1% | Q1 2026 | Apr 27, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 490 | 21 | 0.01% | 0.01% | 397 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Advocates LLC | History | Added to | 492 | 20 | 0.09% | 0.0% | 398 | +199 | 67.92% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 462 | 19 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 429 | 18 | 0.0% | 0.0% | 401 | -913 | -68.03% | Q1 2026 | Apr 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 442 | 18 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 405 | 17 | 0.0% | 0.0% | 403 | +325 | 406.25% | Q1 2026 | Apr 30, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 419 | 17 | 0.0% | 0.0% | 402 | +208 | 98.58% | Q1 2026 | May 05, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 416 | 17 | 0.0% | 0.0% | 404 | -4 | -0.95% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 455 | 16 | 0.0% | — | 406 | +455 | New | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | Reduced | 372 | 16 | 0.01% | 0.02% | 405 | -116 | -23.77% | Q1 2026 | May 05, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 375 | 15 | 0.0% | — | 407 | +375 | New | Q1 2026 | Apr 30, 2026 |
| Centerpoint Advisors, LLC | History | New | 304 | 13 | 0.0% | — | 408 | +304 | New | Q1 2026 | May 07, 2026 |
| Leonteq Securities AG | History | Reduced | 262 | 11 | 0.0% | 0.0% | 409 | -705 | -72.91% | Q1 2026 | Apr 27, 2026 |
| Root Financial Partners, LLC | History | Reduced | 279 | 11 | 0.0% | 0.0% | 410 | -116 | -29.37% | Q1 2026 | Apr 24, 2026 |
| PROFFITT & GOODSON INC | History | New | 250 | 10 | 0.0% | — | 413 | +250 | New | Q1 2026 | May 06, 2026 |
| WealthCollab, LLC | History | New | 247 | 10 | 0.0% | — | 414 | +247 | New | Q1 2026 | May 13, 2026 |
| Colonial Trust Co / SC | History | Added to | 258 | 10 | 0.0% | 0.0% | 412 | +150 | 138.89% | Q1 2026 | May 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 245 | 10 | 0.0% | 0.0% | 411 | +77 | 45.83% | Q1 2026 | Apr 17, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 214 | 9 | 0.0% | 0.0% | 415 | -496 | -69.86% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | New | 233 | 9 | 0.0% | — | 418 | +233 | New | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 214 | 9 | 0.0% | 0.0% | 417 | +188 | 723.08% | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 228 | 9 | 0.0% | 0.0% | 416 | +84 | 58.33% | Q1 2026 | May 15, 2026 |
| PFS Partners, LLC | History | Reduced | 193 | 8 | 0.0% | 0.01% | 422 | -207 | -51.75% | Q1 2026 | Apr 09, 2026 |
| CVA Family Office, LLC | History | Added to | 193 | 8 | 0.0% | 0.0% | 421 | +170 | 739.13% | Q1 2026 | Apr 29, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 211 | 8 | 0.0% | 0.0% | 419 | +157 | 290.74% | Q1 2026 | Apr 28, 2026 |
| Larson Financial Group LLC | History | Added to | 200 | 8 | 0.0% | 0.0% | 420 | +16 | 8.7% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 179 | 7 | 0.0% | — | 424 | +179 | New | Q1 2026 | May 08, 2026 |
| Wiser Advisor Group LLC | History | Added to | 177 | 7 | 0.01% | 0.0% | 423 | +151 | 580.77% | Q1 2026 | Apr 22, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 163 | 6 | 0.0% | — | 429 | +163 | New | Q1 2026 | Apr 06, 2026 |
| Sachetta, LLC | History | New | 150 | 6 | 0.0% | — | 428 | +150 | New | Q1 2026 | May 01, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 145 | 6 | 0.0% | 0.0% | 425 | +11 | 8.21% | Q1 2026 | Apr 16, 2026 |
| Spire Wealth Management | History | Reduced | 156 | 6 | 0.0% | 0.0% | 426 | -9 | -5.45% | Q1 2026 | Apr 22, 2026 |
| LRI Investments, LLC | History | No change | 156 | 6 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 122 | 5 | 0.0% | 0.0% | 430 | -10 | -7.58% | Q1 2026 | May 01, 2026 |
| North Star Investment Management Corp. | History | Added to | 105 | 4 | 0.0% | — | 432 | +96 | 1066.67% | Q1 2026 | Apr 23, 2026 |
| HM PAYSON & CO | History | No change | 100 | 4 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Missouri Trust & Investment Co | History | No change | 104 | 4 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 70 | 4 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Motiv8 Investments LLC | History | No change | 63 | 4 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 71 | 3 | 0.0% | — | 439 | +59 | 491.67% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | Reduced | 86 | 3 | 0.0% | 0.0% | 438 | -34 | -28.33% | Q1 2026 | May 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 78 | 3 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Private Wealth Management Group, LLC | History | No change | 72 | 3 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFM Investors Pty Ltd | History | New | 53 | 2 | 0.0% | — | 445 | +53 | New | Q1 2026 | Apr 23, 2026 |
| SHP Wealth Management | History | New | 52 | 2 | 0.0% | — | 446 | +52 | New | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 49 | 2 | 0.0% | — | 447 | +49 | New | Q1 2026 | Apr 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 60 | 2 | 0.0% | 0.0% | 441 | +18 | 42.86% | Q1 2026 | Apr 13, 2026 |
| Investors Portfolio Services LLC | History | Added to | 65 | 2 | 0.0% | 0.0% | 444 | +16 | 32.65% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | No change | 58 | 2 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 30 | 1 | 0.0% | 0.0% | 448 | -314 | -91.28% | Q1 2026 | May 06, 2026 |
| Bank of Jackson Hole Trust | History | Reduced | 35 | 1 | 0.0% | 0.0% | 453 | -69 | -66.35% | Q1 2026 | May 12, 2026 |
| Clearstead Trust, LLC | History | New | 42 | 1 | 0.0% | — | 458 | +42 | New | Q1 2026 | May 06, 2026 |
| Bogart Wealth, LLC | History | Added to | 45 | 1 | 0.0% | — | 450 | +36 | 400.0% | Q1 2026 | Apr 28, 2026 |
| Marquette Asset Management, LLC | History | New | 34 | 1 | 0.0% | — | 457 | +34 | New | Q1 2026 | Apr 23, 2026 |
| Western Wealth Management, LLC | History | New | 34 | 1 | 0.0% | — | 459 | +34 | New | Q1 2026 | May 19, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 34 | 1 | 0.0% | — | 460 | +34 | New | Q1 2026 | May 08, 2026 |
| Valued Wealth Advisors LLC | History | New | 29 | 1 | 0.0% | — | 461 | +29 | New | Q1 2026 | Apr 30, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 26 | 1 | 0.0% | — | 455 | +16 | 160.0% | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 30 | 1 | 0.0% | 0.0% | 452 | +8 | 36.36% | Q1 2026 | Apr 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 41 | 1 | 0.0% | 0.0% | 451 | +3 | 7.89% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 32 | 1 | 0.0% | 0.0% | 454 | -2 | -5.88% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| North Peak Capital Management, LLC | History | Closed out | 0 | 0 | — | 12.18% | — | -2,400,065 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.02% | — | -1,796,189 | -100.0% | Q1 2026 | May 13, 2026 |
| Shannon River Fund Management LLC | History | Closed out | 0 | 0 | — | 9.73% | — | -1,038,832 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -436,816 | -100.0% | Q1 2026 | May 06, 2026 |
| Intrinsic Edge Capital Management LLC | History | Closed out | 0 | 0 | — | 1.92% | — | -180,000 | -100.0% | Q1 2026 | May 18, 2026 |
| SG Capital Management LLC | History | Closed out | 0 | 0 | — | 0.9% | — | -157,288 | -100.0% | Q1 2026 | May 08, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -133,167 | -100.0% | Q1 2026 | May 15, 2026 |
| G2 Investment Partners Management LLC | History | Closed out | 0 | 0 | — | 1.78% | — | -125,594 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.16% | — | -92,505 | -100.0% | Q1 2026 | May 18, 2026 |
| Robinhood Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -84,943 | -100.0% | Q1 2026 | Apr 13, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.4% | — | -72,071 | -100.0% | Q1 2026 | May 07, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -67,988 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -58,783 | -100.0% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | Closed out | 0 | 0 | — | 0.84% | — | -56,370 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Robocap Asset Management Ltd | History | Closed out | 0 | 0 | — | 2.11% | — | -39,493 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -33,328 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -33,197 | -100.0% | Q1 2026 | May 04, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,613 | -100.0% | Q1 2026 | May 14, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -31,185 | -100.0% | Q1 2026 | May 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -30,878 | -100.0% | Q1 2026 | May 05, 2026 |
| Main Management ETF Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -19,575 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,392 | -100.0% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | Closed out | 0 | 0 | — | 0.17% | — | -18,845 | -100.0% | Q1 2026 | May 05, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,464 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -18,154 | -100.0% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,470 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -15,660 | -100.0% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -11,365 | -100.0% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.03% | — | -10,440 | -100.0% | Q1 2026 | May 15, 2026 |
| Veracity Capital LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -10,258 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Blackhawk Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -8,806 | -100.0% | Q1 2026 | May 05, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,918 | -100.0% | Q1 2026 | May 08, 2026 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -6,446 | -100.0% | Q1 2026 | May 13, 2026 |
| Optimist Retirement Group LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -6,189 | -100.0% | Q1 2026 | May 11, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -6,045 | -100.0% | Q1 2026 | May 04, 2026 |
| Upper Left Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -6,000 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,167 | -100.0% | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,924 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,644 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,590 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,555 | -100.0% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,361 | -100.0% | Q1 2026 | May 15, 2026 |
| Kaufman Rossin Wealth, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -4,227 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Occidental Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,226 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Maryland State Retirement & Pension System | History | Closed out | 0 | 0 | — | 0.01% | — | -4,226 | -100.0% | Q1 2026 | May 04, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,093 | -100.0% | Q1 2026 | May 05, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,968 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Marex Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,933 | -100.0% | Q1 2026 | May 13, 2026 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,886 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,867 | -100.0% | Q1 2026 | May 12, 2026 |
| First Bank & Trust | History | Closed out | 0 | 0 | — | 0.04% | — | -3,751 | -100.0% | Q1 2026 | Apr 10, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,675 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,669 | -100.0% | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,576 | -100.0% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | Closed out | 0 | 0 | — | 0.0% | — | -3,546 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Everest Financial Group LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -3,526 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -3,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,390 | -100.0% | Q1 2026 | May 15, 2026 |
| waypoint wealth counsel | History | Closed out | 0 | 0 | — | 0.07% | — | -3,385 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ST GERMAIN D J CO INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,299 | -100.0% | Q1 2026 | Apr 13, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -932 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Plato Investment Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -867 | -100.0% | Q1 2026 | May 04, 2026 |
| EFG International AG | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -371 | -100.0% | Q1 2026 | May 08, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -317 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q1 2026 | Apr 08, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -266 | -100.0% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -200 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 13, 2026 |
| Altshuler Shaham Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 18, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 06, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -56 | -74.67% | Q1 2026 | Apr 20, 2026 |
| Battery Global Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 14, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 04, 2026 |
| POM Investment Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 08, 2026 |
| Ascentis Independent Advisors | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 05, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 21 | 0 | — | — | — | +12 | 133.33% | Q1 2026 | Apr 14, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 17, 2026 |
| Bare Financial Services, Inc | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 14, 2026 |
| Avion Wealth | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 14, 2026 |
| Cromwell Holdings LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 29, 2026 |
| NBT BANK N A /NY | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 16 | 0 | — | 0.0% | — | -6 | -27.27% | Q1 2026 | Apr 08, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 21 | 0 | — | — | — | +5 | 31.25% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 8 | 0 | — | — | — | -3 | -27.27% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 6 | 0 | — | — | — | -3 | -33.33% | Q1 2026 | May 01, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| Quaker Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 10, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Manchester Capital Management LLC | History | No change | 18 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Asset Dedication, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| USA FINANCIAL FORMULAS | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 18 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Park Place Capital Corp | History | No change | 22 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |