Penguin Solutions, Inc. - PENG
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 7,722,394 | 135,914 | 0.0% | 0.0% | 1 | -246,252 | -3.09% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 6,353,834 | 124,280 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Reduced | 4,612,721 | 81,183 | 0.0% | 0.01% | 3 | -911,215 | -16.5% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 3,988,140 | 70,191 | 0.01% | 0.01% | 4 | +1,995,725 | 100.17% | Q1 2026 | May 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,603,237 | 63,416 | 0.0% | — | 5 | +3,603,237 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 3,223,299 | 56,730 | 0.0% | 0.0% | 6 | +265,361 | 8.97% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,392,417 | 42,100 | 0.01% | 0.01% | 7 | +3,669 | 0.15% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,166,581 | 38,131 | 0.0% | — | 8 | +2,166,581 | New | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 1,789,022 | 31,486 | 0.1% | 0.0% | 9 | +1,788,961 | 2932722.95% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | New | 1,595,983 | 28,912 | 0.03% | — | 10 | +1,595,983 | New | Q1 2026 | May 11, 2026 |
| Ophir Asset Management Pty Ltd | History | Added to | 1,613,169 | 28,391 | 3.31% | 2.66% | 11 | +401,557 | 33.14% | Q1 2026 | May 15, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Added to | 1,605,100 | 28,249 | 1.08% | 0.76% | 12 | +681,700 | 73.82% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 1,344,192 | 26,292 | 0.01% | 0.01% | 13 | +37,956 | 2.91% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,255,722 | 22,105 | 0.0% | 0.0% | 14 | +41,906 | 3.45% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,000,170 | 17,603 | 0.04% | 0.04% | 15 | +52,000 | 5.48% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 980,749 | 17,261 | 0.17% | 0.16% | 16 | +153,423 | 18.54% | Q1 2026 | May 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 979,492 | 17,239 | 0.37% | 0.46% | 17 | -128,844 | -11.62% | Q1 2026 | May 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 966,164 | 17,004 | 0.06% | 0.05% | 18 | +31,076 | 3.32% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 868,136 | 15,279 | 0.0% | 0.0% | 19 | +42,026 | 5.09% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 635,153 | 11,178 | 0.0% | 0.01% | 20 | -1,005,741 | -61.29% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 595,087 | 10,473 | 0.0% | 0.0% | 21 | -384,650 | -39.26% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 587,751 | 10,344 | 0.0% | 0.0% | 22 | -25,727 | -4.19% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 570,757 | 10,045 | 0.0% | 0.0% | 23 | +13,756 | 2.47% | Q1 2026 | May 14, 2026 |
| CSM Advisors, LLC | History | Added to | 547,382 | 9,631 | 0.24% | 0.24% | 24 | +100,713 | 22.55% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 520,153 | 9,154 | 0.0% | 0.01% | 25 | +2,923 | 0.57% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 514,804 | 9,060 | 0.0% | 0.0% | 26 | +50,972 | 10.99% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 483,408 | 8,507 | 0.0% | 0.0% | 27 | -70,668 | -12.75% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 464,372 | 8,172 | 0.0% | 0.0% | 28 | -39,953 | -7.92% | Q1 2026 | May 11, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 432,000 | 7,603 | 0.02% | — | 29 | +432,000 | New | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 430,807 | 7,582 | 0.01% | 0.01% | 30 | -15,339 | -3.44% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 427,919 | 7,531 | 0.0% | 0.0% | 31 | -189,299 | -30.67% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 415,407 | 7,311 | 0.0% | 0.0% | 32 | +92,345 | 28.58% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 327,664 | 5,766 | 0.0% | 0.01% | 33 | -867,879 | -72.59% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 322,646 | 5,678 | 0.0% | 0.0% | 34 | -158,154 | -32.89% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 312,073 | 5,492 | 0.0% | — | 35 | +312,073 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 309,576 | 5,448 | 0.0% | 0.0% | 36 | -13,664 | -4.23% | Q1 2026 | May 05, 2026 |
| P.A.W. CAPITAL CORP | History | Added to | 305,000 | 5,368 | 14.61% | 12.75% | 37 | +5,000 | 1.67% | Q1 2026 | Apr 21, 2026 |
| Alyeska Investment Group, L.P. | History | New | 284,092 | 5,000 | 0.01% | — | 38 | +284,092 | New | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 272,000 | 4,787 | 0.01% | 0.01% | 39 | +11,461 | 4.4% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 249,082 | 4,383 | 0.0% | 0.0% | 40 | +3,800 | 1.55% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 243,981 | 4,294 | 0.01% | 0.01% | 41 | -12,122 | -4.73% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 234,453 | 4,126 | 0.01% | 0.01% | 42 | +11,510 | 5.16% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 232,911 | 4,099 | 0.0% | 0.0% | 43 | +118,543 | 103.65% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 232,673 | 4,095 | 0.0% | 0.0% | 44 | +3,242 | 1.41% | Q1 2026 | May 04, 2026 |
| Phocas Financial Corp. | History | Reduced | 230,769 | 4,061 | 0.64% | 0.75% | 45 | -64,814 | -21.93% | Q1 2026 | Apr 30, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 222,924 | 3,923 | 0.15% | 0.15% | 46 | -21,426 | -8.77% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 192,135 | 3,381 | 0.0% | 0.0% | 47 | -88,061 | -31.43% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 198,241 | 3,282 | 0.0% | 0.0% | 48 | -7,336 | -3.57% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 186,235 | 3,277 | 0.0% | 0.01% | 49 | -97,731 | -34.42% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | Reduced | 180,092 | 3,169 | 0.05% | 0.13% | 50 | -114,695 | -38.91% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 173,981 | 3,062 | 0.0% | 0.0% | 51 | +31,212 | 21.86% | Q1 2026 | May 13, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 173,782 | 3,058 | 0.08% | 0.25% | 52 | -409,000 | -70.18% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 172,638 | 3,038 | 0.0% | 0.0% | 53 | -4,090 | -2.31% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 161,812 | 2,765 | 0.0% | 0.0% | 54 | -49,561 | -23.45% | Q1 2026 | Apr 30, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 156,366 | 2,752 | 0.04% | 0.06% | 55 | -51,761 | -24.87% | Q1 2026 | May 22, 2026 |
| Optimize Financial Inc | History | Added to | 153,470 | 2,701 | 1.33% | 0.56% | 56 | +97,116 | 172.33% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 147,767 | 2,600 | 0.0% | 0.0% | 57 | -68,579 | -31.7% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 145,350 | 2,558 | 0.0% | 0.0% | 58 | +2,525 | 1.77% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Reduced | 142,041 | 2,500 | 0.0% | 0.0% | 59 | -8 | -0.01% | Q1 2026 | May 06, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 140,878 | 2,479 | 0.05% | — | 60 | +140,878 | New | Q1 2026 | Apr 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 135,624 | 2,386 | 0.0% | 0.0% | 61 | +58,476 | 75.8% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 117,560 | 2,069 | 0.0% | 0.0% | 62 | +4,284 | 3.78% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 114,097 | 2,008 | 0.07% | 0.06% | 63 | +25,800 | 29.22% | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 110,572 | 1,946 | 0.0% | 0.0% | 64 | -10,364 | -8.57% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 106,163 | 1,868 | 0.07% | 0.03% | 65 | +54,187 | 104.25% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 104,259 | 1,834 | 0.0% | 0.0% | 66 | -9,996 | -8.75% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 103,702 | 1,825 | 0.0% | 0.0% | 67 | -3,760 | -3.5% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 92,300 | 1,805 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Reduced | 100,733 | 1,772 | 0.0% | 0.0% | 69 | -2,718 | -2.63% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | No change | 98,200 | 1,728 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 93,238 | 1,640 | 0.0% | 0.0% | 71 | -166,786 | -64.14% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 18,886 | 1,594 | 0.01% | — | 72 | +18,886 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 85,793 | 1,509 | 0.0% | 0.0% | 73 | -441,739 | -83.74% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 87,149 | 1,415 | 0.0% | 0.0% | 74 | -83,068 | -48.8% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 74,580 | 1,312 | 0.0% | 0.0% | 75 | +25,763 | 52.77% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 66,969 | 1,178 | 0.01% | 0.01% | 76 | -1,933 | -2.81% | Q1 2026 | May 15, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 66,272 | 1,166 | 0.25% | 0.26% | 77 | +5,442 | 8.95% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 65,800 | 1,158 | 0.0% | 0.0% | 78 | -212 | -0.32% | Q1 2026 | May 11, 2026 |
| PEAK6 LLC | History | Reduced | 65,141 | 1,146 | 0.0% | 0.01% | 79 | -239,175 | -78.59% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 64,460 | 1,134 | 0.0% | 0.01% | 80 | -255,278 | -79.84% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 64,108 | 1,129 | 0.0% | 0.0% | 81 | +9,397 | 17.18% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 64,104 | 1,128 | 0.0% | 0.0% | 82 | +36,152 | 129.34% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 62,502 | 1,100 | 0.02% | 0.04% | 83 | -14,976 | -19.33% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 60,965 | 1,072 | 0.0% | 0.0% | 84 | +9,616 | 18.73% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 57,600 | 1,013 | 0.0% | 0.0% | 85 | +13,100 | 29.44% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 55,479 | 976 | 0.0% | 0.0% | 86 | +55,261 | 25349.08% | Q1 2026 | May 01, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 54,908 | 966 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 53,701 | 945 | 0.0% | 0.0% | 88 | -5,832 | -9.8% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Added to | 51,133 | 899 | 0.0% | 0.0% | 89 | +20,661 | 67.8% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 50,566 | 889 | 0.0% | 0.0% | 90 | +4,950 | 10.85% | Q1 2026 | May 13, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Reduced | 50,000 | 880 | 0.04% | 0.13% | 91 | -52,500 | -51.22% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 49,625 | 873 | 0.0% | 0.0% | 92 | +8,962 | 22.04% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 49,595 | 872 | 0.01% | 0.01% | 93 | +24,082 | 94.39% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 49,067 | 863 | 0.0% | 0.0% | 94 | +34,691 | 241.31% | Q1 2026 | May 13, 2026 |
| VIRTUS ADVISERS, LLC | History | Reduced | 47,596 | 837 | 0.39% | 0.61% | 95 | -18,000 | -27.44% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 46,720 | 821 | 0.01% | 0.01% | 96 | -856 | -1.8% | Q1 2026 | Apr 20, 2026 |
| MAVERICK CAPITAL LTD | History | New | 43,794 | 770 | 0.01% | — | 97 | +43,794 | New | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 41,897 | 737 | 0.01% | 0.01% | 98 | -4,996 | -10.65% | Q1 2026 | Apr 21, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 39,729 | 699 | 0.0% | 0.0% | 99 | +1,025 | 2.65% | Q1 2026 | May 12, 2026 |
| Fisher Asset Management, LLC | History | Added to | 38,488 | 677 | 0.0% | 0.0% | 100 | +1,889 | 5.16% | Q1 2026 | May 05, 2026 |
| Walleye Trading LLC | History | New | 36,429 | 641 | 0.0% | — | 101 | +36,429 | New | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 33,940 | 619 | 0.0% | 0.0% | 102 | +3,518 | 11.56% | Q1 2026 | May 05, 2026 |
| Inspire Investing, LLC | History | Added to | 34,997 | 615 | 0.05% | 0.05% | 103 | +7,297 | 26.34% | Q1 2026 | Apr 23, 2026 |
| Vinva Investment Management Ltd | History | New | 25,253 | 598 | 0.01% | — | 104 | +25,253 | New | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 32,939 | 579 | 0.0% | 0.0% | 105 | +14,975 | 83.36% | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 32,705 | 575 | 0.0% | — | 106 | +32,705 | New | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 31,925 | 562 | 0.0% | 0.0% | 107 | -1,128 | -3.41% | Q1 2026 | May 01, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 30,964 | 544 | 0.0% | 0.0% | 108 | -320 | -1.02% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 29,069 | 511 | 0.0% | 0.0% | 109 | -59,592 | -67.21% | Q1 2026 | May 06, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 16,752 | 509 | 0.01% | 0.01% | 110 | +486 | 2.99% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,318 | 498 | 0.0% | 0.0% | 111 | +4,036 | 16.62% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 27,441 | 482 | 0.01% | 0.01% | 112 | +4,183 | 17.99% | Q1 2026 | May 05, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 26,639 | 468 | 0.0% | — | 113 | +26,639 | New | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 25,489 | 448 | 0.0% | 0.0% | 114 | -19,691 | -43.58% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 24,413 | 429 | 0.0% | 0.0% | 115 | +207 | 0.86% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 24,273 | 427 | 0.01% | 0.02% | 116 | -621 | -2.49% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 24,238 | 426 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 23,780 | 418 | 0.0% | 0.0% | 118 | +3,865 | 19.41% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 23,485 | 413 | 0.0% | 0.0% | 119 | +7,814 | 49.86% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 23,443 | 412 | 0.0% | 0.0% | 120 | -1,536 | -6.15% | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 21,200 | 373 | 0.01% | 0.01% | 121 | -800 | -3.64% | Q1 2026 | Apr 20, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Added to | 20,177 | 355 | 0.03% | 0.03% | 122 | +6,501 | 47.54% | Q1 2026 | Apr 22, 2026 |
| Vanguard Global Advisers, LLC | History | New | 19,549 | 344 | 0.0% | — | 123 | +19,549 | New | Q1 2026 | May 08, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 19,462 | 342 | 0.01% | 0.01% | 124 | -8,739 | -30.99% | Q1 2026 | May 13, 2026 |
| INCEPTIONR LLC | History | New | 19,285 | 339 | 0.08% | — | 125 | +19,285 | New | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 18,748 | 329 | 0.0% | — | 126 | +18,748 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 18,664 | 328 | 0.0% | 0.0% | 127 | -4,039 | -17.79% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 16,703 | 326 | 0.02% | 0.02% | 128 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 18,304 | 322 | 0.0% | 0.0% | 129 | -1,186 | -6.09% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 17,405 | 306 | 0.0% | 0.0% | 130 | -44,999 | -72.11% | Q1 2026 | May 15, 2026 |
| Amundi | History | Reduced | 17,347 | 305 | 0.0% | 0.0% | 131 | -134,096 | -88.55% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 15,978 | 281 | 0.19% | 0.16% | 132 | +443 | 2.85% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | New | 15,753 | 277 | 0.0% | — | 133 | +15,753 | New | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 15,637 | 275 | 0.01% | 0.02% | 134 | +1,425 | 10.03% | Q1 2026 | Apr 16, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 15,400 | 271 | 0.0% | 0.0% | 135 | -86,900 | -84.95% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,279 | 269 | 0.0% | 0.0% | 136 | -1,571 | -9.32% | Q1 2026 | Apr 27, 2026 |
| Truvestments Capital LLC | History | Reduced | 15,081 | 265 | 0.05% | 0.06% | 137 | -2,600 | -14.71% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 14,943 | 262 | 0.0% | 0.0% | 138 | +2,817 | 23.23% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | New | 14,554 | 256 | 0.0% | — | 139 | +14,554 | New | Q1 2026 | May 11, 2026 |
| Central Pacific Bank - Trust Division | History | New | 14,409 | 253 | 0.03% | — | 140 | +14,409 | New | Q1 2026 | Apr 07, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 14,100 | 248 | 0.0% | 0.0% | 141 | -102,201 | -87.88% | Q1 2026 | May 12, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 14,019 | 246 | 0.0% | 0.0% | 142 | -2,974 | -17.5% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 13,930 | 245 | 0.0% | 0.0% | 143 | -8,167 | -36.96% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,792 | 242 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 13,715 | 241 | 0.0% | 0.0% | 145 | -131 | -0.95% | Q1 2026 | May 01, 2026 |
| Walleye Capital LLC | History | New | 13,656 | 240 | 0.0% | — | 147 | +13,656 | New | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,624 | 240 | 0.0% | 0.0% | 146 | -368 | -2.63% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 11,977 | 234 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,165 | 231 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 13,114 | 230 | 0.0% | — | 150 | +13,114 | New | Q1 2026 | May 04, 2026 |
| AXQ CAPITAL, LP | History | New | 13,014 | 229 | 0.03% | — | 151 | +13,014 | New | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 12,803 | 225 | 0.0% | — | 153 | +12,803 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 12,834 | 225 | 0.0% | 0.0% | 152 | +15 | 0.12% | Q1 2026 | Apr 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,768 | 224 | 0.0% | 0.0% | 154 | -278 | -2.13% | Q1 2026 | Apr 24, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 12,221 | 215 | 0.0% | 0.0% | 155 | -2,329 | -16.01% | Q1 2026 | May 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 11,989 | 211 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 11,856 | 208 | 0.0% | 0.0% | 158 | -71,415 | -85.76% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,828 | 208 | 0.0% | 0.0% | 157 | -80 | -0.67% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,746 | 206 | 0.0% | 0.0% | 159 | -6,611 | -36.01% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 11,501 | 202 | 0.0% | 0.01% | 160 | -6,910 | -37.53% | Q1 2026 | Apr 22, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 10,925 | 192 | 0.0% | 0.0% | 161 | -100 | -0.91% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,700 | 188 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quantbot Technologies LP | History | Reduced | 10,331 | 181 | 0.01% | 0.05% | 163 | -64,562 | -86.21% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 8,530 | 148 | 0.05% | — | 164 | +8,530 | New | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 6,859 | 121 | 0.0% | 0.0% | 165 | -87,912 | -92.76% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 5,321 | 93 | 0.0% | 0.01% | 166 | -1,796 | -25.24% | Q1 2026 | Apr 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 4,659 | 81 | 0.0% | 0.0% | 167 | -17,751 | -79.21% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | New | 4,591 | 80 | 0.01% | — | 168 | +4,591 | New | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,350 | 76 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 4,157 | 73 | 0.01% | — | 170 | +4,149 | 51862.5% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,012 | 70 | 0.0% | 0.0% | 172 | +1,213 | 43.34% | Q1 2026 | May 15, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Added to | 4,013 | 70 | 0.03% | 0.04% | 171 | +27 | 0.68% | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,738 | 65 | 0.0% | 0.0% | 173 | +88 | 2.41% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Reduced | 3,453 | 60 | 0.0% | 0.0% | 174 | -212 | -5.78% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,216 | 39 | 0.0% | 0.01% | 175 | -121 | -5.18% | Q1 2026 | Apr 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 2,172 | 38 | 0.0% | 0.0% | 176 | -51 | -2.29% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,683 | 29 | 0.0% | 0.0% | 178 | -400 | -19.2% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,776 | 29 | 0.0% | 0.0% | 177 | +41 | 2.36% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | No change | 1,600 | 28 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,530 | 26 | 0.0% | 0.0% | 180 | -504 | -24.78% | Q1 2026 | May 13, 2026 |
| Freestone Grove Partners LP | History | Reduced | 1,428 | 25 | 0.0% | 0.0% | 181 | -25,808 | -94.76% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,332 | 23 | 0.0% | 0.0% | 183 | +391 | 41.55% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 1,342 | 23 | 0.0% | 0.0% | 182 | -40 | -2.89% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,091 | 19 | 0.0% | 0.0% | 184 | +73 | 7.17% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,019 | 17 | 0.0% | 0.0% | 185 | +273 | 36.6% | Q1 2026 | Apr 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 1,003 | 17 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 890 | 15 | 0.0% | 0.0% | 187 | +181 | 25.53% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 847 | 14 | 0.0% | 0.0% | 188 | +40 | 4.96% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 632 | 11 | 0.0% | 0.0% | 190 | -820 | -56.47% | Q1 2026 | Apr 07, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 576 | 11 | 0.0% | 0.0% | 189 | +350 | 154.87% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 553 | 9 | 0.0% | 0.0% | 191 | +18 | 3.36% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 437 | 7 | 0.0% | 0.0% | 192 | -412 | -48.53% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 365 | 6 | 0.0% | 0.0% | 193 | -260 | -41.6% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 330 | 5 | 0.0% | 0.0% | 195 | -732 | -68.93% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 331 | 5 | 0.0% | 0.0% | 194 | -62 | -15.78% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 295 | 5 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rossby Financial, LCC | History | New | 177 | 3 | 0.0% | — | 198 | +177 | New | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 200 | 3 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Reduced | 121 | 2 | 0.0% | 0.0% | 201 | -290 | -70.56% | Q1 2026 | May 13, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 150 | 2 | 0.0% | — | 204 | +150 | New | Q1 2026 | Apr 13, 2026 |
| J.Safra Asset Management Corp | History | Added to | 122 | 2 | 0.0% | 0.0% | 200 | +57 | 87.69% | Q1 2026 | May 04, 2026 |
| Parallel Advisors, LLC | History | Reduced | 158 | 2 | 0.0% | 0.0% | 202 | -24 | -13.19% | Q1 2026 | Jun 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 138 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 145 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 63 | 1 | 0.0% | 0.0% | 210 | -353 | -84.86% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 100 | 1 | 0.0% | — | 215 | +100 | New | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | Reduced | 105 | 1 | 0.0% | 0.0% | 205 | -59 | -35.98% | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | Added to | 76 | 1 | 0.0% | — | 209 | +56 | 280.0% | Q1 2026 | Jun 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 102 | 1 | 0.0% | 0.0% | 208 | -49 | -32.45% | Q1 2026 | Apr 27, 2026 |
| Kilter Group LLC | History | Added to | 83 | 1 | 0.0% | — | 212 | +45 | 118.42% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 85 | 1 | 0.0% | 0.0% | 211 | -38 | -30.89% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 57 | 1 | 0.0% | 0.0% | 207 | -21 | -26.92% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | No change | 68 | 1 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | No change | 92 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cornerstone Financial Management LLC | History | No change | 67 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CROSSLINK CAPITAL INC | History | Closed out | 0 | 0 | — | 1.99% | — | -1,312,330 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.07% | — | -378,484 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -254,041 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -233,893 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -195,316 | -100.0% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -142,107 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -131,112 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.01% | — | -121,450 | -100.0% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -102,999 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -89,962 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -87,162 | -100.0% | Q1 2026 | May 15, 2026 |
| CASTLEKEEP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.71% | — | -80,635 | -100.0% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Reduced | 30 | 0 | — | 0.1% | — | -78,189 | -99.96% | Q1 2026 | Apr 23, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.06% | — | -43,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Watershed Asset Management, L.L.C. | History | Closed out | 0 | 0 | — | 0.41% | — | -22,415 | -100.0% | Q1 2026 | May 06, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -16,758 | -100.0% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,992 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -14,157 | -100.0% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,920 | -100.0% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -13,900 | -100.0% | Q1 2026 | May 11, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,792 | -100.0% | Q1 2026 | May 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,006 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,883 | -100.0% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,851 | -100.0% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,497 | -100.0% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.01% | — | -10,175 | -100.0% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,071 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,584 | -100.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,446 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,498 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Ramirez Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -489 | -100.0% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 12, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 42 | 0 | — | — | — | +42 | New | Q1 2026 | May 08, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 55 | 0 | — | — | — | +27 | 96.43% | Q1 2026 | May 07, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | Apr 23, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | May 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 37 | 0 | — | — | — | +14 | 60.87% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 08, 2026 |
| Cedar Mountain Advisors, LLC | History | Reduced | 8 | 0 | — | — | — | -13 | -61.9% | Q1 2026 | Apr 30, 2026 |
| Essential Partners LLC | History | Reduced | 7 | 0 | — | — | — | -13 | -65.0% | Q1 2026 | May 21, 2026 |
| Advisory Services Network, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 55 | 0 | — | — | — | +5 | 10.0% | Q1 2026 | May 14, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 8 | 0 | — | — | — | -3 | -27.27% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 56 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rialto Wealth Management, LLC | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |