Performance Food Group Co - PFGC
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.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital World Investors | History | Added to | 23,030,619 | 1,972,792 | 0.27% | 0.28% | 1 | +367,046 | 1.62% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 14,523,466 | 1,305,950 | 0.02% | 0.02% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 14,063,529 | 1,204,681 | 0.02% | 0.02% | 3 | +227,052 | 1.64% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 11,751,044 | 1,006,594 | 0.05% | 0.05% | 4 | +756,704 | 6.88% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 7,608,552 | 641,172 | 0.04% | 0.02% | 5 | +3,813,888 | 100.51% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,875,614 | 588,965 | 0.03% | — | 6 | +6,875,614 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 6,849,404 | 586,719 | 0.09% | 0.03% | 7 | +4,315,370 | 170.3% | Q1 2026 | May 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 6,797,179 | 582,246 | 0.01% | — | 8 | +6,797,179 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 4,751,740 | 407,034 | 0.01% | 0.01% | 9 | +79,680 | 1.71% | Q1 2026 | May 15, 2026 |
| LONE PINE CAPITAL LLC | History | New | 3,978,158 | 340,769 | 2.72% | — | 10 | +3,978,158 | New | Q1 2026 | May 15, 2026 |
| EMINENCE CAPITAL, LP | History | Added to | 3,719,411 | 318,604 | 7.31% | 3.76% | 11 | +1,072,058 | 40.5% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 3,709,881 | 317,788 | 0.28% | 0.28% | 12 | -176,706 | -4.55% | Q1 2026 | May 13, 2026 |
| STEADFAST CAPITAL MANAGEMENT LP | History | Added to | 3,395,559 | 290,863 | 9.95% | 2.67% | 13 | +1,666,800 | 96.42% | Q1 2026 | May 15, 2026 |
| Sachem Head Capital Management LP | History | No change | 3,350,000 | 286,961 | 6.91% | 7.06% | 14 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,896,624 | 248,207 | 0.02% | 0.02% | 15 | +92,706 | 3.31% | Q1 2026 | May 15, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 2,707,798 | 231,949 | 0.18% | 0.17% | 16 | +177,811 | 7.03% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,514,963 | 215,418 | 0.04% | 0.04% | 17 | +619,572 | 32.69% | Q1 2026 | May 07, 2026 |
| NORGES BANK | History | No change | 2,315,060 | 208,170 | 0.02% | 0.02% | 18 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 2,293,544 | 196,464 | 0.25% | 0.34% | 19 | -1,061,169 | -31.63% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 2,248,435 | 192,600 | 0.05% | 0.02% | 20 | +1,255,820 | 126.52% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,069,639 | 177,285 | 0.03% | 0.04% | 21 | -659,179 | -24.16% | Q1 2026 | May 15, 2026 |
| TrinityBridge Ltd | History | Reduced | 2,012,437 | 172,536 | 4.68% | 4.05% | 22 | -16,723 | -0.82% | Q1 2026 | May 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,886,192 | 161,571 | 0.03% | 0.08% | 23 | -3,107,434 | -62.23% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,812,640 | 155,270 | 0.01% | 0.01% | 24 | +253,283 | 16.24% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,650,854 | 141,515 | 0.05% | 0.04% | 25 | +174,581 | 11.83% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,467,063 | 125,668 | 0.02% | 0.02% | 26 | +64,649 | 4.61% | Q1 2026 | May 15, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Added to | 1,292,500 | 110,715 | 1.92% | 1.44% | 27 | +314,000 | 32.09% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,276,991 | 109,387 | 0.05% | 0.06% | 28 | -313,494 | -19.71% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,178,056 | 100,912 | 0.01% | 0.01% | 29 | +31,909 | 2.78% | Q1 2026 | May 14, 2026 |
| Junto Capital Management LP | History | New | 1,038,642 | 88,970 | 1.88% | — | 30 | +1,038,642 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 977,693 | 83,749 | 0.01% | 0.02% | 31 | -423,241 | -30.21% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 971,120 | 83,186 | 0.02% | — | 32 | +971,120 | New | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 966,899 | 82,825 | 0.73% | 0.76% | 33 | -6,927 | -0.71% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 929,310 | 79,604 | 0.01% | 0.01% | 34 | -329 | -0.04% | Q1 2026 | May 05, 2026 |
| Woodline Partners LP | History | Added to | 919,256 | 78,743 | 0.3% | 0.27% | 35 | +132,945 | 16.91% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 866,583 | 74,231 | 0.05% | 0.07% | 36 | -365,108 | -29.64% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 848,914 | 72,717 | 0.01% | 0.02% | 37 | -472,352 | -35.75% | Q1 2026 | May 05, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 832,494 | 71,311 | 1.21% | 1.16% | 38 | -21,476 | -2.51% | Q1 2026 | May 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 775,042 | 66,390 | 0.04% | 0.04% | 39 | +2,257 | 0.29% | Q1 2026 | May 04, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 758,373 | 64,962 | 0.27% | 0.29% | 40 | -5,046 | -0.66% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 692,814 | 59,346 | 0.14% | 0.45% | 41 | -1,669,812 | -70.68% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 672,888 | 57,639 | 0.06% | 0.02% | 42 | +437,731 | 186.14% | Q1 2026 | May 14, 2026 |
| Hook Mill Capital Partners, LP | History | Added to | 657,551 | 56,325 | 4.97% | 4.78% | 43 | +92,718 | 16.42% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 637,651 | 54,621 | 0.0% | 0.0% | 44 | -16,127 | -2.47% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 609,573 | 52,216 | 0.03% | 0.06% | 45 | -599,639 | -49.59% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 573,040 | 49,086 | 0.01% | 0.01% | 46 | +217,190 | 61.03% | Q1 2026 | May 13, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Added to | 571,450 | 48,950 | 0.55% | 0.18% | 47 | +371,450 | 185.73% | Q1 2026 | May 05, 2026 |
| Alyeska Investment Group, L.P. | History | New | 526,120 | 45,067 | 0.13% | — | 48 | +526,120 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 478,525 | 40,990 | 0.06% | 0.06% | 49 | -1,747 | -0.36% | Q1 2026 | May 06, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 477,140 | 40,872 | 0.07% | 0.07% | 50 | -2,989 | -0.62% | Q1 2026 | May 15, 2026 |
| KR Capital LP | History | New | 467,731 | 40,065 | 8.03% | — | 51 | +467,731 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 406,769 | 34,843 | 0.03% | 0.03% | 52 | +2,720 | 0.67% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 402,058 | 34,440 | 0.02% | 0.05% | 53 | -498,433 | -55.35% | Q1 2026 | May 14, 2026 |
| FERNBRIDGE CAPITAL MANAGEMENT LP | History | New | 400,573 | 34,313 | 2.2% | — | 54 | +400,573 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 388,298 | 33,261 | 0.01% | 0.01% | 55 | +5,392 | 1.41% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 387,829 | 33,221 | 0.02% | 0.22% | 56 | -3,983,166 | -91.13% | Q1 2026 | May 15, 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC | History | New | 386,885 | 33,140 | 0.85% | — | 57 | +386,885 | New | Q1 2026 | May 15, 2026 |
| Luxor Capital Group, LP | History | New | 378,200 | 32,396 | 2.26% | — | 58 | +378,200 | New | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 354,219 | 30,342 | 0.21% | 0.5% | 59 | -408,905 | -53.58% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 353,174 | 30,253 | 0.0% | 0.0% | 60 | -64,603 | -15.46% | Q1 2026 | May 15, 2026 |
| Sunriver Management LLC | History | Reduced | 345,211 | 29,570 | 5.0% | 4.28% | 61 | -109,104 | -24.02% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 323,591 | 27,718 | 0.03% | 0.12% | 62 | -990,683 | -75.38% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 310,304 | 26,580 | 0.01% | 0.0% | 63 | +16,387 | 5.58% | Q1 2026 | May 11, 2026 |
| Swiss National Bank | History | Added to | 310,260 | 26,576 | 0.02% | 0.02% | 64 | +1,100 | 0.36% | Q1 2026 | May 07, 2026 |
| PERRY CREEK CAPITAL LP | History | No change | 304,697 | 26,100 | 16.26% | 16.45% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sessa Capital IM, L.P. | History | Reduced | 281,466 | 24,110 | 0.44% | 0.99% | 66 | -304,874 | -52.0% | Q1 2026 | May 15, 2026 |
| Leeward Investments, LLC - MA | History | Added to | 275,068 | 23,562 | 1.16% | 0.82% | 67 | +94,644 | 52.46% | Q1 2026 | Apr 17, 2026 |
| SEI INVESTMENTS CO | History | Added to | 272,089 | 23,307 | 0.02% | 0.02% | 68 | +27,585 | 11.28% | Q1 2026 | May 13, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 262,348 | 22,472 | 0.75% | 0.75% | 69 | -19,927 | -7.06% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 251,692 | 21,559 | 0.0% | 0.0% | 70 | +218,183 | 651.12% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 236,266 | 20,238 | 0.03% | 0.06% | 71 | -254,435 | -51.85% | Q1 2026 | Apr 20, 2026 |
| Retirement Systems of Alabama | History | Added to | 231,951 | 19,868 | 0.07% | 0.07% | 72 | +4,397 | 1.93% | Q1 2026 | Apr 24, 2026 |
| Legal & General Group Plc | History | Reduced | 227,998 | 19,530 | 0.0% | 0.01% | 73 | -29,577 | -11.48% | Q1 2026 | May 08, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 224,311 | 19,214 | 0.01% | 0.01% | 74 | -4,816 | -2.1% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 212,814 | 19,136 | 0.01% | 0.01% | 75 | -2,728 | -1.27% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 216,782 | 18,569 | 0.23% | 0.43% | 76 | -184,560 | -45.99% | Q1 2026 | May 15, 2026 |
| Interval Partners, LP | History | Reduced | 212,647 | 18,215 | 0.48% | 0.43% | 77 | -52,875 | -19.91% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 208,180 | 17,832 | 0.07% | 0.01% | 78 | +182,592 | 713.58% | Q1 2026 | May 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 201,510 | 17,261 | 0.02% | 0.02% | 79 | -5,203 | -2.52% | Q1 2026 | May 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 188,684 | 15,900 | 0.04% | 0.04% | 80 | -6,306 | -3.23% | Q1 2026 | May 07, 2026 |
| OP Asset Management Ltd | History | Added to | 184,461 | 15,800 | 0.19% | 0.19% | 81 | +3,051 | 1.68% | Q1 2026 | Apr 10, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 184,154 | 15,774 | 0.03% | 0.01% | 82 | +152,994 | 490.99% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 183,693 | 15,735 | 0.02% | 0.01% | 83 | +35,328 | 23.81% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 181,550 | 15,552 | 0.02% | 0.02% | 84 | +14,885 | 8.93% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 181,517 | 15,548 | 0.01% | 0.01% | 85 | -46,281 | -20.32% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 181,417 | 15,540 | 0.0% | 0.0% | 86 | +34,286 | 23.3% | Q1 2026 | May 04, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 178,399 | 15,282 | 0.03% | 0.03% | 87 | +8,112 | 4.76% | Q1 2026 | Apr 27, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 176,448 | 15,114 | 0.32% | 0.39% | 88 | -30,903 | -14.9% | Q1 2026 | May 13, 2026 |
| Bain Capital Public Equity Management II, LLC | History | No change | 166,802 | 14,998 | 24.16% | 24.16% | 89 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 167,810 | 14,374 | 0.11% | 0.15% | 90 | -53,547 | -24.19% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 167,425 | 14,341 | 0.03% | 0.04% | 91 | -12,098 | -6.74% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 159,208 | 13,637 | 0.18% | 0.2% | 92 | +13,483 | 9.25% | Q1 2026 | May 15, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 98,148 | 13,495 | 1.74% | 1.21% | 93 | -12,595 | -11.37% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 153,247 | 13,127 | 0.02% | 0.17% | 94 | -1,361,594 | -89.88% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 152,169 | 13,034 | 0.02% | 0.02% | 95 | -2,570 | -1.66% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 154,142 | 12,795 | 0.01% | 0.0% | 96 | +152,383 | 8663.05% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 147,740 | 12,655 | 0.09% | 0.07% | 97 | -25,192 | -14.57% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 145,715 | 12,483 | 0.0% | 0.0% | 98 | +88,818 | 156.1% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 138,596 | 11,872 | 0.01% | 0.0% | 99 | +25,962 | 23.05% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 137,480 | 11,776 | 0.0% | 0.0% | 100 | -72,638 | -34.57% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 135,555 | 11,611 | 0.0% | 0.0% | 101 | +6,781 | 5.27% | Q1 2026 | May 14, 2026 |
| Taproot Management LP | History | Reduced | 127,841 | 10,950 | 2.07% | 2.01% | 102 | -10,474 | -7.57% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 125,193 | 10,724 | 0.01% | 0.0% | 103 | +74,968 | 149.26% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 121,292 | 10,389 | 0.01% | — | 104 | +121,292 | New | Q1 2026 | May 08, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 116,416 | 9,972 | 0.37% | 0.33% | 105 | -4,959 | -4.09% | Q1 2026 | Apr 23, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 115,785 | 9,918 | 0.11% | 0.12% | 106 | -9,626 | -7.68% | Q1 2026 | May 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 110,670 | 9,479 | 0.02% | 0.02% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Masterton Capital Management, LP | History | Added to | 106,788 | 9,147 | 8.33% | 5.74% | 108 | +15,201 | 16.6% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 104,201 | 8,925 | 0.01% | 0.01% | 109 | +14,241 | 15.83% | Q1 2026 | May 15, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | Added to | 103,619 | 8,876 | 1.15% | 1.1% | 110 | +6,339 | 6.52% | Q1 2026 | Apr 08, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Reduced | 102,429 | 8,774 | 0.29% | 0.38% | 111 | -26,660 | -20.65% | Q1 2026 | Apr 22, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 100,477 | 8,607 | 0.13% | 0.17% | 112 | -23,420 | -18.9% | Q1 2026 | May 14, 2026 |
| Flat Footed LLC | History | New | 100,000 | 8,566 | 0.93% | — | 113 | +100,000 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 96,036 | 8,226 | 0.14% | 0.07% | 114 | +67,345 | 234.73% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 93,554 | 8,013 | 0.01% | 0.01% | 115 | +11,489 | 14.0% | Q1 2026 | May 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 89,005 | 7,624 | 0.1% | 0.1% | 116 | +3,997 | 4.7% | Q1 2026 | May 05, 2026 |
| Atom Investors LP | History | Added to | 85,229 | 7,300 | 0.52% | 0.44% | 117 | +23,373 | 37.79% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 82,315 | 7,051 | 0.01% | 0.02% | 118 | +478 | 0.58% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 80,376 | 6,885 | 0.0% | 0.0% | 119 | +26,881 | 50.25% | Q1 2026 | May 12, 2026 |
| Savoir Faire Capital Management, L.P. | History | Added to | 79,402 | 6,801 | 4.11% | 2.35% | 120 | +24,332 | 44.18% | Q1 2026 | May 01, 2026 |
| Sterling Capital Management LLC | History | Reduced | 78,705 | 6,741 | 0.13% | 0.12% | 121 | -4,637 | -5.56% | Q1 2026 | Apr 22, 2026 |
| Trexquant Investment LP | History | New | 78,465 | 6,721 | 0.05% | — | 122 | +78,465 | New | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | Added to | 78,330 | 6,709 | 0.71% | 0.64% | 123 | +8,505 | 12.18% | Q1 2026 | Apr 20, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 78,254 | 6,703 | 0.0% | 0.0% | 124 | -83,048 | -51.49% | Q1 2026 | May 06, 2026 |
| MetLife Investment Management, LLC | History | Added to | 78,057 | 6,686 | 0.03% | 0.03% | 125 | +594 | 0.77% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 75,959 | 6,506 | 0.0% | 0.02% | 126 | -636,694 | -89.34% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 74,433 | 6,382 | 0.01% | 0.01% | 127 | +287 | 0.39% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Added to | 72,504 | 6,211 | 0.05% | 0.05% | 128 | +1,434 | 2.02% | Q1 2026 | May 08, 2026 |
| Heights Point Management, LP | History | Added to | 71,571 | 6,130 | 5.68% | 4.69% | 129 | +10,422 | 17.04% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 70,376 | 6,033 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 68,763 | 5,890 | 0.01% | 0.01% | 131 | +15,321 | 28.67% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 65,360 | 5,598 | 0.02% | 0.02% | 132 | +2,345 | 3.72% | Q1 2026 | May 14, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 65,329 | 5,596 | 0.02% | 0.02% | 133 | +1,391 | 2.18% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 65,129 | 5,578 | 0.05% | 0.05% | 134 | +443 | 0.68% | Q1 2026 | Apr 29, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 64,571 | 5,531 | 0.18% | 0.25% | 135 | -34,441 | -34.78% | Q1 2026 | May 18, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 64,006 | 5,482 | 0.01% | 0.01% | 136 | -576 | -0.89% | Q1 2026 | May 08, 2026 |
| COMMERCE BANK | History | Reduced | 62,848 | 5,383 | 0.03% | 0.03% | 137 | -7,371 | -10.5% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 62,817 | 5,380 | 0.0% | — | 138 | +62,817 | New | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 59,995 | 5,139 | 0.0% | 0.0% | 139 | -20,938 | -25.87% | Q1 2026 | May 06, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 58,442 | 5,006 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 56,700 | 4,856 | 0.01% | 0.01% | 141 | -1,200 | -2.07% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 53,958 | 4,622 | 0.0% | 0.01% | 142 | -17,622 | -24.62% | Q1 2026 | Apr 16, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 53,752 | 4,604 | 0.57% | 1.53% | 143 | -82,014 | -60.41% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 52,506 | 4,497 | 0.02% | 0.02% | 144 | +389 | 0.75% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Added to | 52,171 | 4,468 | 0.14% | 0.15% | 145 | +789 | 1.54% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 51,025 | 4,370 | 0.05% | 0.06% | 146 | -531 | -1.03% | Q1 2026 | Apr 23, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 50,703 | 4,343 | 0.05% | 0.05% | 147 | +80 | 0.16% | Q1 2026 | Apr 20, 2026 |
| OSSIAM | History | No change | 49,700 | 4,257 | 0.07% | 0.09% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 49,579 | 4,246 | 0.01% | 0.03% | 149 | -37,533 | -43.09% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 48,632 | 4,165 | 0.02% | 0.01% | 150 | +27,782 | 133.25% | Q1 2026 | May 15, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 47,388 | 4,059 | 0.23% | 0.24% | 151 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 45,668 | 3,911 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STRS OHIO | History | Reduced | 45,652 | 3,910 | 0.02% | 0.02% | 153 | -23,305 | -33.8% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 45,600 | 3,906 | 0.07% | 0.07% | 154 | +2,200 | 5.07% | Q1 2026 | Apr 20, 2026 |
| Quantinno Capital Management LP | History | Reduced | 45,097 | 3,863 | 0.01% | 0.01% | 155 | -558 | -1.22% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 44,417 | 3,804 | 0.01% | 0.01% | 156 | -1,513 | -3.29% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 43,820 | 3,753 | 0.01% | 0.01% | 157 | +1,300 | 3.06% | Q1 2026 | Apr 29, 2026 |
| Arizona State Retirement System | History | Reduced | 43,087 | 3,690 | 0.02% | 0.02% | 158 | -856 | -1.95% | Q1 2026 | May 01, 2026 |
| Tidal Investments LLC | History | Added to | 41,994 | 3,577 | 0.01% | 0.0% | 159 | +35,959 | 595.84% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 39,514 | 3,384 | 0.01% | — | 160 | +39,514 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 39,362 | 3,371 | 0.02% | 0.02% | 161 | +121 | 0.31% | Q1 2026 | May 01, 2026 |
| VELA Investment Management, LLC | History | Added to | 39,173 | 3,355 | 0.77% | 0.66% | 162 | +7,979 | 25.58% | Q1 2026 | May 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 37,803 | 3,238 | 0.02% | 0.02% | 163 | +700 | 1.89% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 37,339 | 3,233 | 0.02% | 0.01% | 164 | +8,905 | 31.32% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 37,664 | 3,226 | 0.05% | 0.03% | 165 | +15,578 | 70.53% | Q1 2026 | May 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 37,584 | 3,216 | 0.01% | 0.25% | 166 | -862,803 | -95.83% | Q1 2026 | May 08, 2026 |
| Aristotle Atlantic Partners, LLC | History | Reduced | 36,183 | 3,099 | 0.15% | 0.15% | 167 | -660 | -1.79% | Q1 2026 | May 15, 2026 |
| Darwins River Capital, LP | History | New | 36,051 | 3,088 | 1.65% | — | 168 | +36,051 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 35,396 | 3,032 | 0.01% | 0.01% | 169 | +85 | 0.24% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 35,195 | 3,014 | 0.05% | 0.04% | 170 | +111 | 0.32% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 34,575 | 2,961 | 0.01% | 0.01% | 171 | +11,373 | 49.02% | Q1 2026 | Apr 30, 2026 |
| FORA Capital, LLC | History | Added to | 34,183 | 2,927 | 0.21% | 0.25% | 172 | +11,163 | 48.49% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 33,744 | 2,890 | 0.03% | 0.04% | 173 | -2,289 | -6.35% | Q1 2026 | Apr 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 33,718 | 2,888 | 0.0% | 0.0% | 174 | -143 | -0.42% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 32,012 | 2,878 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 32,245 | 2,762 | 0.04% | 0.04% | 176 | +955 | 3.05% | Q1 2026 | Apr 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 31,900 | 2,733 | 0.08% | 0.09% | 177 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 31,108 | 2,621 | 0.0% | 0.0% | 178 | -18,985 | -37.9% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 29,159 | 2,497 | 0.0% | 0.0% | 179 | +4,654 | 18.99% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 29,021 | 2,484 | 0.0% | 0.0% | 180 | -4,750 | -14.07% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 28,998 | 2,483 | 0.0% | 0.0% | 181 | +27,737 | 2199.6% | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 28,941 | 2,479 | 0.08% | 0.08% | 182 | +202 | 0.7% | Q1 2026 | May 13, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 28,787 | 2,465 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 28,723 | 2,460 | 0.11% | 0.11% | 184 | -1,747 | -5.73% | Q1 2026 | May 12, 2026 |
| Bollard Group LLC | History | New | 27,392 | 2,346 | 0.07% | — | 185 | +27,392 | New | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 25,114 | 2,151 | 0.0% | 0.0% | 186 | +1,729 | 7.39% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 23,733 | 2,032 | 0.0% | 0.0% | 187 | +11,931 | 101.09% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 22,253 | 1,906 | 0.01% | 0.07% | 188 | -170,411 | -88.45% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 21,875 | 1,873 | 0.01% | 0.01% | 189 | +4,315 | 24.57% | Q1 2026 | May 13, 2026 |
| TEMA ETFS LLC | History | Reduced | 21,549 | 1,845 | 0.12% | 0.19% | 190 | -6,265 | -22.52% | Q1 2026 | Apr 15, 2026 |
| CX Institutional | History | Added to | 21,332 | 1,827 | 0.06% | 0.05% | 191 | +987 | 4.85% | Q1 2026 | Apr 06, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 20,509 | 1,756 | 0.02% | 0.03% | 192 | -7,481 | -26.73% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 18,995 | 1,627 | 0.0% | 0.0% | 193 | +3 | 0.02% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 18,828 | 1,612 | 0.0% | 0.0% | 194 | +210 | 1.13% | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 18,208 | 1,559 | 0.1% | 0.13% | 195 | -12,661 | -41.02% | Q1 2026 | May 08, 2026 |
| Synergy Asset Management, LLC | History | New | 18,139 | 1,553 | 0.16% | — | 196 | +18,139 | New | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 17,989 | 1,540 | 0.02% | 0.02% | 197 | -1,302 | -6.75% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 17,842 | 1,528 | 0.01% | 0.01% | 198 | +559 | 3.23% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 17,700 | 1,516 | 0.0% | — | 199 | +17,700 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 17,007 | 1,456 | 0.01% | 0.01% | 200 | +115 | 0.68% | Q1 2026 | May 13, 2026 |
| ClearAlpha Technologies LP | History | New | 16,453 | 1,409 | 2.9% | — | 201 | +16,453 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 16,179 | 1,385 | 0.0% | 0.0% | 202 | -207 | -1.26% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 16,156 | 1,383 | 0.01% | 0.01% | 203 | +52 | 0.32% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 16,322 | 1,380 | 0.0% | 0.0% | 204 | -32,629 | -66.66% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,656 | 1,341 | 0.0% | 0.0% | 205 | +1,619 | 11.53% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,499 | 1,328 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Davidson Capital Management Inc. | History | Added to | 15,200 | 1,302 | 0.24% | 0.0% | 207 | +15,167 | 45960.61% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 15,134 | 1,296 | 0.0% | 0.0% | 208 | +1,005 | 7.11% | Q1 2026 | Apr 27, 2026 |
| INCEPTIONR LLC | History | Added to | 15,117 | 1,294 | 0.31% | 0.25% | 209 | +5,130 | 51.37% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | Reduced | 14,616 | 1,252 | 0.02% | 0.02% | 211 | -1,461 | -9.09% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 14,619 | 1,252 | 0.0% | 0.0% | 210 | +741 | 5.34% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 14,419 | 1,235 | 0.0% | 0.0% | 212 | +4,209 | 41.22% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 13,749 | 1,177 | 0.0% | 0.0% | 213 | +5,444 | 65.55% | Q1 2026 | May 12, 2026 |
| State of Wyoming | History | Added to | 13,305 | 1,139 | 0.14% | 0.12% | 214 | +982 | 7.97% | Q1 2026 | May 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | Added to | 12,630 | 1,081 | 0.8% | 0.77% | 215 | +1,091 | 9.45% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Added to | 12,482 | 1,069 | 0.01% | 0.01% | 217 | +1,026 | 8.96% | Q1 2026 | May 05, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 12,488 | 1,069 | 0.0% | 0.0% | 216 | -123 | -0.98% | Q1 2026 | May 11, 2026 |
| Aberdeen Group plc | History | Reduced | 12,193 | 1,044 | 0.0% | 0.0% | 218 | -1,158 | -8.67% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 12,045 | 1,031 | 0.03% | 0.03% | 219 | +97 | 0.81% | Q1 2026 | May 13, 2026 |
| Bain Capital Public Equity, LP | History | New | 11,754 | 1,006 | 5.6% | — | 221 | +11,754 | New | Q1 2026 | May 14, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 11,750 | 1,006 | 0.1% | 0.1% | 220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 11,579 | 991 | 0.04% | 0.04% | 222 | +156 | 1.37% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,216 | 960 | 0.0% | 0.0% | 223 | +4,548 | 68.21% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 9,677 | 828 | 0.0% | 0.0% | 224 | -2,538 | -20.78% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 9,324 | 798 | 0.0% | 0.0% | 225 | +1,750 | 23.11% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,999 | 770 | 0.0% | 0.0% | 227 | -1,272 | -12.38% | Q1 2026 | May 05, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 9,000 | 770 | 0.0% | 0.0% | 226 | +600 | 7.14% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 8,945 | 766 | 0.0% | 0.0% | 228 | -790 | -8.12% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 8,399 | 719 | 0.01% | 0.01% | 229 | +573 | 7.32% | Q1 2026 | Apr 07, 2026 |
| Brooklyn Investment Group | History | Added to | 8,323 | 712 | 0.02% | 0.02% | 230 | +2,584 | 45.03% | Q1 2026 | Apr 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 8,189 | 701 | 0.01% | 0.01% | 231 | -536 | -6.14% | Q1 2026 | May 01, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Added to | 8,177 | 700 | 0.04% | 0.03% | 232 | +1,855 | 29.34% | Q1 2026 | Apr 13, 2026 |
| Utah Retirement Systems | History | No change | 8,100 | 693 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | New | 8,066 | 690 | 0.0% | — | 234 | +8,066 | New | Q1 2026 | May 14, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 7,880 | 675 | 0.56% | 0.57% | 235 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 7,858 | 673 | 0.01% | 0.01% | 236 | +2,009 | 34.35% | Q1 2026 | Apr 27, 2026 |
| Cinctive Capital Management LP | History | Reduced | 7,747 | 663 | 0.04% | 0.07% | 237 | -6,062 | -43.9% | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | Reduced | 7,749 | 663 | 0.14% | 0.14% | 238 | -211 | -2.65% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 7,689 | 658 | 0.0% | 0.0% | 239 | -266 | -3.34% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,680 | 657 | 0.02% | 0.02% | 240 | +278 | 3.76% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,609 | 651 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 7,746 | 650 | 0.0% | 0.0% | 242 | +60 | 0.78% | Q1 2026 | Apr 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 7,551 | 646 | 0.01% | 0.0% | 243 | +527 | 7.5% | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 7,336 | 628 | 0.01% | 0.01% | 245 | +42 | 0.58% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 7,327 | 628 | 0.01% | 0.01% | 244 | -36 | -0.49% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 7,297 | 625 | 0.0% | 0.0% | 246 | +275 | 3.92% | Q1 2026 | May 07, 2026 |
| Optimize Financial Inc | History | New | 7,262 | 622 | 0.31% | — | 247 | +7,262 | New | Q1 2026 | May 12, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,886 | 589 | 0.0% | — | 248 | +6,886 | New | Q1 2026 | May 15, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 6,736 | 577 | 0.25% | 0.27% | 249 | -168 | -2.43% | Q1 2026 | May 01, 2026 |
| BTC Capital Management, Inc. | History | Added to | 6,718 | 575 | 0.04% | 0.04% | 250 | +787 | 13.27% | Q1 2026 | Apr 20, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 6,526 | 559 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ProShare Advisors LLC | History | Added to | 6,301 | 539 | 0.0% | 0.0% | 252 | +17 | 0.27% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Reduced | 6,276 | 537 | 0.0% | 0.0% | 253 | -8,084 | -56.3% | Q1 2026 | May 12, 2026 |
| Mount Lucas Management LP | History | Added to | 6,188 | 530 | 0.2% | 0.21% | 254 | +276 | 4.67% | Q1 2026 | May 05, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 6,143 | 526 | 0.01% | 0.01% | 255 | +465 | 8.19% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 5,999 | 513 | 0.0% | 0.0% | 256 | +1,422 | 31.07% | Q1 2026 | May 04, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Reduced | 5,952 | 509 | 0.05% | 0.05% | 257 | -101 | -1.67% | Q1 2026 | Apr 22, 2026 |
| Amundi | History | Added to | 5,905 | 505 | 0.0% | 0.0% | 258 | +3,583 | 154.31% | Q1 2026 | May 15, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 5,484 | 469 | 0.01% | 0.01% | 259 | +320 | 6.2% | Q1 2026 | May 15, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 5,455 | 467 | 0.01% | — | 260 | +5,455 | New | Q1 2026 | Apr 13, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 5,038 | 463 | 0.03% | 0.03% | 261 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 5,314 | 455 | 0.0% | — | 262 | +5,314 | New | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 5,228 | 447 | 0.02% | 0.02% | 264 | +52 | 1.0% | Q1 2026 | Apr 17, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 5,222 | 447 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,209 | 446 | 0.01% | 0.01% | 265 | +2,153 | 70.45% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 5,193 | 444 | 0.0% | 0.0% | 266 | -274 | -5.01% | Q1 2026 | Apr 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 5,163 | 442 | 0.02% | 0.02% | 267 | +1,704 | 49.26% | Q1 2026 | Apr 13, 2026 |
| NICOLET BANKSHARES INC | History | New | 5,038 | 424 | 0.02% | — | 268 | +5,038 | New | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | No change | 4,858 | 416 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,796 | 410 | 0.0% | 0.0% | 270 | +1,539 | 47.25% | Q1 2026 | Apr 27, 2026 |
| KBC Group NV | History | Added to | 4,634 | 397 | 0.0% | 0.0% | 271 | +388 | 9.14% | Q1 2026 | May 07, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,585 | 392 | 0.0% | 0.0% | 272 | +251 | 5.79% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,487 | 384 | 0.0% | 0.0% | 273 | +1,656 | 58.5% | Q1 2026 | May 15, 2026 |
| North Dakota State Investment Board | History | Reduced | 4,461 | 382 | 0.02% | 0.02% | 274 | -911 | -16.96% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 4,326 | 371 | 0.0% | 0.0% | 275 | -270 | -5.87% | Q1 2026 | Apr 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 4,091 | 367 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,208 | 360 | 0.03% | — | 277 | +4,208 | New | Q1 2026 | May 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 3,959 | 355 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| South Dakota Investment Council | History | No change | 4,100 | 351 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Compound Planning, Inc. | History | Reduced | 4,062 | 347 | 0.01% | 0.01% | 280 | -166 | -3.93% | Q1 2026 | May 14, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | Added to | 4,000 | 342 | 0.01% | 0.01% | 281 | +1,500 | 60.0% | Q1 2026 | May 08, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 3,709 | 332 | 0.05% | 0.07% | 283 | -83 | -2.19% | Q1 2026 | May 11, 2026 |
| Cetera Trust Company, N.A | History | No change | 3,876 | 332 | 0.19% | 0.19% | 282 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MQS Management LLC | History | Reduced | 3,858 | 330 | 0.22% | 0.35% | 284 | -2,732 | -41.46% | Q1 2026 | Apr 23, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 3,823 | 327 | 0.0% | 0.0% | 285 | -286 | -6.96% | Q1 2026 | May 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 3,786 | 324 | 0.0% | — | 287 | +3,786 | New | Q1 2026 | May 08, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 3,785 | 324 | 0.01% | 0.01% | 286 | +376 | 11.03% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 3,761 | 322 | 0.0% | 0.0% | 288 | -311 | -7.64% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Reduced | 3,703 | 317 | 0.0% | 0.0% | 289 | -29,697 | -88.91% | Q1 2026 | May 08, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 3,689 | 316 | 0.06% | 0.06% | 290 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 3,630 | 310 | 0.0% | 0.0% | 291 | +950 | 35.45% | Q1 2026 | May 11, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 3,624 | 310 | 0.02% | 0.02% | 292 | +26 | 0.72% | Q1 2026 | May 14, 2026 |
| Howard Capital Management Group, LLC | History | No change | 3,630 | 310 | 0.02% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 3,601 | 308 | 0.04% | — | 294 | +3,601 | New | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 3,590 | 307 | 0.01% | 0.01% | 295 | -1,140 | -24.1% | Q1 2026 | May 13, 2026 |
| FULTON BANK, N.A. | History | New | 3,553 | 304 | 0.01% | — | 296 | +3,553 | New | Q1 2026 | Apr 24, 2026 |
| Index Technologies Group LLC | History | Reduced | 3,502 | 299 | 0.33% | 0.33% | 297 | -37 | -1.05% | Q1 2026 | Apr 29, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,489 | 298 | 0.0% | 0.0% | 298 | +209 | 6.37% | Q1 2026 | May 05, 2026 |
| Fieldview Capital Management, LLC | History | New | 3,472 | 297 | 0.09% | — | 300 | +3,472 | New | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 3,473 | 297 | 0.01% | 0.02% | 299 | +109 | 3.24% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 3,437 | 294 | 0.0% | 0.01% | 301 | -1,194 | -25.78% | Q1 2026 | Apr 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,328 | 285 | 0.0% | 0.0% | 302 | +122 | 3.81% | Q1 2026 | Apr 27, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 3,300 | 282 | 0.03% | 0.04% | 303 | -1,775 | -34.98% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Reduced | 3,208 | 274 | 0.0% | 0.01% | 304 | -1,615 | -33.49% | Q1 2026 | May 14, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 3,172 | 271 | 0.0% | 0.0% | 305 | -666 | -17.35% | Q1 2026 | May 08, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 3,156 | 270 | 0.01% | 0.01% | 306 | +455 | 16.85% | Q1 2026 | Apr 23, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 2,950 | 265 | 0.08% | 0.08% | 307 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 3,057 | 262 | 0.0% | 0.0% | 308 | -2,815 | -47.94% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Added to | 3,035 | 259 | 0.0% | 0.0% | 309 | +774 | 34.23% | Q1 2026 | May 14, 2026 |
| Polymer Capital Management (US) LLC | History | New | 2,933 | 251 | 0.03% | — | 311 | +2,933 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 2,941 | 251 | 0.0% | 0.0% | 310 | -120 | -3.92% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,924 | 250 | 0.0% | 0.0% | 312 | +750 | 34.5% | Q1 2026 | May 14, 2026 |
| Sagewood Asset Management LP | History | Added to | 2,903 | 248 | 0.08% | 0.09% | 313 | +224 | 8.36% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,894 | 247 | 0.0% | 0.0% | 314 | -372 | -11.39% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 2,757 | 247 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 2,883 | 246 | 0.0% | 0.0% | 316 | -64 | -2.17% | Q1 2026 | Apr 22, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 2,858 | 244 | 0.01% | 0.01% | 317 | -326 | -10.24% | Q1 2026 | Apr 24, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,537 | 217 | 0.0% | 0.0% | 318 | -21 | -0.82% | Q1 2026 | May 08, 2026 |
| Jump Financial, LLC | History | Reduced | 2,504 | 214 | 0.0% | 0.0% | 319 | -894 | -26.31% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 2,468 | 211 | 0.01% | 0.02% | 320 | -752 | -23.35% | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | Reduced | 2,391 | 204 | 0.02% | 0.02% | 321 | -96 | -3.86% | Q1 2026 | Apr 15, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | New | 2,372 | 203 | 0.01% | — | 323 | +2,372 | New | Q1 2026 | Apr 17, 2026 |
| Magnetar Financial LLC | History | Reduced | 2,375 | 203 | 0.0% | 0.0% | 322 | -2,048 | -46.3% | Q1 2026 | May 13, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 2,366 | 202 | 0.0% | 0.01% | 324 | -1,397 | -37.12% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,244 | 192 | 0.0% | 0.0% | 325 | +2,081 | 1276.69% | Q1 2026 | May 08, 2026 |
| RMG Wealth Management LLC | History | New | 2,046 | 192 | 0.02% | — | 326 | +2,046 | New | Q1 2026 | May 14, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 1,952 | 167 | 0.11% | 0.12% | 327 | -208 | -9.63% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 1,858 | 159 | 0.0% | 0.0% | 328 | -22 | -1.17% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,735 | 148 | 0.0% | 0.0% | 329 | -206 | -10.61% | Q1 2026 | May 11, 2026 |
| Hilltop National Bank | History | Added to | 1,703 | 145 | 0.03% | 0.04% | 330 | +26 | 1.55% | Q1 2026 | Apr 02, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,685 | 144 | 0.0% | 0.0% | 331 | +376 | 28.72% | Q1 2026 | May 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,513 | 129 | 0.0% | 0.0% | 332 | +1 | 0.07% | Q1 2026 | Apr 30, 2026 |
| Johnson Financial Group, Inc. | History | No change | 1,362 | 116 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,186 | 99 | 0.0% | 0.0% | 334 | -92 | -7.2% | Q1 2026 | Apr 07, 2026 |
| STEPH & CO | History | Reduced | 1,155 | 98 | 0.03% | 0.05% | 335 | -775 | -40.16% | Q1 2026 | Apr 17, 2026 |
| MACQUARIE GROUP LTD | History | New | 1,107 | 94 | 0.0% | — | 336 | +1,107 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,035 | 93 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,075 | 92 | 0.01% | 0.0% | 338 | +553 | 105.94% | Q1 2026 | Apr 28, 2026 |
| Global Retirement Partners, LLC | History | No change | 994 | 89 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 977 | 83 | 0.08% | 0.08% | 340 | +62 | 6.78% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 954 | 80 | 0.0% | 0.0% | 341 | -58 | -5.73% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 880 | 75 | 0.0% | 0.0% | 342 | -37 | -4.03% | Q1 2026 | Apr 20, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 840 | 71 | 0.0% | 0.0% | 343 | +85 | 11.26% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 807 | 69 | 0.01% | 0.01% | 344 | -350 | -30.25% | Q1 2026 | Apr 06, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 795 | 68 | 0.0% | 0.02% | 345 | -80,013 | -99.02% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 763 | 66 | 0.0% | 0.01% | 346 | -1,280 | -62.65% | Q1 2026 | May 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 700 | 59 | 0.01% | — | 349 | +700 | New | Q1 2026 | Apr 30, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 692 | 59 | 0.02% | 0.01% | 348 | +347 | 100.58% | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 692 | 59 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 670 | 57 | 0.0% | 0.0% | 350 | -537 | -44.49% | Q1 2026 | May 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 629 | 56 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| V-Square Quantitative Management LLC | History | Reduced | 650 | 55 | 0.01% | 0.01% | 353 | -39 | -5.66% | Q1 2026 | Apr 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 651 | 55 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 615 | 52 | 0.01% | 0.01% | 354 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AlphaQuest LLC | History | No change | 568 | 51 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MATHER GROUP, LLC. | History | New | 543 | 46 | 0.0% | — | 356 | +543 | New | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 503 | 43 | 0.0% | 0.0% | 357 | -5 | -0.98% | Q1 2026 | May 13, 2026 |
| Field & Main Bank | History | No change | 500 | 42 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 500 | 42 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 457 | 39 | 0.0% | 0.0% | 360 | +236 | 106.79% | Q1 2026 | May 12, 2026 |
| TD Capital Management LLC | History | No change | 447 | 38 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Asset Planning,Inc | History | New | 414 | 35 | 0.02% | — | 362 | +414 | New | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 374 | 32 | 0.0% | — | 363 | +374 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 364 | 31 | 0.0% | 0.0% | 364 | -37 | -9.23% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 358 | 30 | 0.0% | 0.0% | 365 | -16 | -4.28% | Q1 2026 | Apr 13, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 324 | 27 | 0.01% | — | 367 | +324 | New | Q1 2026 | Apr 30, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 323 | 27 | 0.0% | 0.0% | 366 | +223 | 223.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 308 | 26 | 0.0% | 0.0% | 368 | +89 | 40.64% | Q1 2026 | May 11, 2026 |
| Millstone Evans Group, LLC | History | No change | 302 | 25 | 0.02% | 0.02% | 369 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FIL Ltd | History | Reduced | 273 | 23 | 0.0% | 0.0% | 370 | -17,727 | -98.48% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | Reduced | 273 | 23 | 0.03% | 0.15% | 371 | -1,938 | -87.65% | Q1 2026 | Apr 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Reduced | 259 | 22 | 0.01% | 0.02% | 372 | -216 | -45.47% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 259 | 22 | 0.01% | 0.01% | 373 | -10 | -3.72% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 243 | 20 | 0.0% | 0.0% | 374 | -16 | -6.18% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 235 | 20 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 226 | 19 | 0.01% | 0.0% | 376 | +78 | 52.7% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 218 | 18 | 0.0% | — | 378 | +218 | New | Q1 2026 | Apr 28, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 213 | 18 | 0.01% | — | 379 | +213 | New | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 218 | 18 | 0.0% | 0.0% | 377 | +155 | 246.03% | Q1 2026 | May 11, 2026 |
| DANSKE BANK A/S | History | Reduced | 201 | 17 | 0.0% | 0.0% | 381 | -900 | -81.74% | Q1 2026 | May 12, 2026 |
| Bank of Jackson Hole Trust | History | New | 209 | 17 | 0.01% | — | 383 | +209 | New | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 201 | 17 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 213 | 17 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 187 | 16 | 0.0% | 0.0% | 384 | +21 | 12.65% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | New | 185 | 15 | 0.01% | — | 386 | +185 | New | Q1 2026 | Apr 02, 2026 |
| CVA Family Office, LLC | History | Added to | 177 | 15 | 0.0% | — | 385 | +172 | 3440.0% | Q1 2026 | Apr 29, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 167 | 14 | 0.0% | 0.0% | 389 | -80 | -32.39% | Q1 2026 | Apr 17, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 173 | 14 | 0.0% | 0.0% | 388 | +30 | 20.98% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 169 | 14 | 0.0% | 0.0% | 387 | -4 | -2.31% | Q1 2026 | Apr 28, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 160 | 13 | 0.0% | 0.39% | 390 | -440,986 | -99.96% | Q1 2026 | Apr 16, 2026 |
| Elequin Capital, LP | History | New | 152 | 13 | 0.0% | — | 391 | +152 | New | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 143 | 12 | 0.0% | 0.0% | 393 | +2 | 1.42% | Q1 2026 | Apr 20, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 147 | 12 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 129 | 11 | 0.0% | — | 398 | +129 | New | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Added to | 136 | 11 | 0.0% | 0.0% | 394 | +102 | 300.0% | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 129 | 11 | 0.0% | 0.0% | 396 | +38 | 41.76% | Q1 2026 | Apr 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 140 | 11 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WealthCollab, LLC | History | No change | 129 | 11 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | Reduced | 121 | 10 | 0.0% | 0.0% | 400 | -28 | -18.79% | Q1 2026 | May 06, 2026 |
| FIRST HORIZON CORP | History | Added to | 125 | 10 | 0.0% | 0.0% | 399 | +5 | 4.17% | Q1 2026 | Apr 30, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 115 | 9 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 101 | 8 | 0.0% | 0.0% | 402 | -2 | -1.94% | Q1 2026 | Apr 27, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 102 | 8 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Reduced | 77 | 7 | 0.0% | 0.04% | 407 | -723 | -90.38% | Q1 2026 | May 05, 2026 |
| CENTRAL TRUST Co | History | Reduced | 85 | 7 | 0.0% | 0.0% | 404 | -146 | -63.2% | Q1 2026 | Apr 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 86 | 7 | 0.0% | — | 409 | +86 | New | Q1 2026 | May 08, 2026 |
| Colonial Trust Advisors | History | New | 85 | 7 | 0.0% | — | 408 | +85 | New | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 84 | 7 | 0.0% | 0.0% | 405 | -1 | -1.18% | Q1 2026 | Apr 27, 2026 |
| Scarborough Advisors, LLC | History | No change | 90 | 7 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 81 | 6 | 0.01% | 0.01% | 410 | -8 | -8.99% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 79 | 6 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Roxbury Financial LLC | History | No change | 81 | 6 | 0.01% | 0.01% | 412 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Reduced | 61 | 5 | 0.0% | 0.0% | 413 | -73 | -54.48% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 69 | 5 | 0.0% | 0.0% | 416 | -22 | -24.18% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 60 | 5 | 0.0% | 0.0% | 414 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avalon Trust Co | History | No change | 65 | 5 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 51 | 4 | 0.0% | 0.0% | 417 | -536 | -91.31% | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 55 | 4 | 0.0% | — | 422 | +55 | New | Q1 2026 | May 08, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 52 | 4 | 0.0% | — | 421 | +52 | New | Q1 2026 | Apr 29, 2026 |
| Financial Network Wealth Advisors LLC | History | Added to | 49 | 4 | 0.0% | 0.0% | 419 | +12 | 32.43% | Q1 2026 | May 14, 2026 |
| Bogart Wealth, LLC | History | Added to | 52 | 4 | 0.0% | 0.0% | 418 | +2 | 4.0% | Q1 2026 | Apr 28, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 53 | 4 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | New | 44 | 3 | 0.0% | — | 428 | +44 | New | Q1 2026 | May 19, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 39 | 3 | 0.0% | — | 427 | +39 | New | Q1 2026 | May 04, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 44 | 3 | 0.0% | 0.0% | 425 | +4 | 10.0% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | No change | 38 | 3 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quent Capital, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Networth Advisors, LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 426 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Torren Management, LLC | History | Reduced | 26 | 2 | 0.0% | 0.02% | 439 | -425 | -94.24% | Q1 2026 | Apr 30, 2026 |
| Key Capital Management, INC | History | New | 30 | 2 | 0.0% | — | 443 | +30 | New | Q1 2026 | May 07, 2026 |
| Sachetta, LLC | History | New | 28 | 2 | 0.0% | — | 442 | +28 | New | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | Added to | 23 | 2 | 0.0% | — | 436 | +19 | 475.0% | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 28 | 2 | 0.0% | 0.0% | 434 | +12 | 75.0% | Q1 2026 | Apr 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 25 | 2 | 0.0% | 0.0% | 432 | +11 | 78.57% | Q1 2026 | Apr 14, 2026 |
| Signature Equity Partners, LLC | History | Added to | 26 | 2 | 0.0% | 0.0% | 440 | +11 | 73.33% | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | Reduced | 33 | 2 | 0.0% | 0.0% | 430 | -8 | -19.51% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 26 | 2 | 0.0% | 0.0% | 441 | +6 | 30.0% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 33 | 2 | 0.0% | 0.0% | 429 | -1 | -2.94% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 28 | 2 | 0.0% | 0.0% | 433 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cromwell Holdings LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 437 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 24 | 2 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 15 | 1 | 0.0% | — | 451 | +14 | 1400.0% | Q1 2026 | Apr 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 14 | 1 | 0.0% | — | 453 | +14 | New | Q1 2026 | Apr 29, 2026 |
| Manchester Capital Management LLC | History | Reduced | 12 | 1 | 0.0% | 0.0% | 446 | -4 | -25.0% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 15 | 1 | 0.0% | 0.0% | 445 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 19 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 1 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| United Financial Planning Group LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -275,307 | -100.0% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -239,806 | -100.0% | Q1 2026 | May 15, 2026 |
| AEGON ASSET MANAGEMENT UK PLC | History | Closed out | 0 | 0 | — | 0.15% | — | -140,449 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Closed out | 0 | 0 | — | 0.02% | — | -126,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Atreides Management, LP | History | Closed out | 0 | 0 | — | 0.14% | — | -125,901 | -100.0% | Q1 2026 | May 18, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -108,370 | -100.0% | Q1 2026 | May 14, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -84,680 | -100.0% | Q1 2026 | Apr 27, 2026 |
| One Fin Capital Management LP | History | Closed out | 0 | 0 | — | 1.75% | — | -60,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -49,463 | -100.0% | Q1 2026 | May 13, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -34,880 | -100.0% | Q1 2026 | Apr 10, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Closed out | 0 | 0 | — | 0.1% | — | -29,596 | -100.0% | Q1 2026 | Apr 27, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.17% | — | -28,074 | -100.0% | Q1 2026 | May 15, 2026 |
| NEOS Investment Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,814 | -100.0% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.12% | — | -27,460 | -100.0% | Q1 2026 | May 05, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,800 | -100.0% | Q1 2026 | May 15, 2026 |
| MUFG Securities EMEA plc | History | Closed out | 0 | 0 | — | 0.02% | — | -20,000 | -100.0% | Q1 2026 | May 11, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.06% | — | -19,904 | -100.0% | Q1 2026 | May 13, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,751 | -100.0% | Q1 2026 | May 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,967 | -100.0% | Q1 2026 | May 15, 2026 |
| ICON ADVISERS INC/CO | History | Closed out | 0 | 0 | — | 0.32% | — | -16,475 | -100.0% | Q1 2026 | May 13, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -16,123 | -100.0% | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | Closed out | 0 | 0 | — | 0.25% | — | -13,948 | -100.0% | Q1 2026 | May 13, 2026 |
| Hestia Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -12,700 | -100.0% | Q1 2026 | May 08, 2026 |
| OSTRUM ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.05% | — | -12,335 | -100.0% | Q1 2026 | May 14, 2026 |
| Seneca House Advisors | History | Closed out | 0 | 0 | — | 0.41% | — | -12,088 | -100.0% | Q1 2026 | May 01, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -11,873 | -100.0% | Q1 2026 | May 15, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.11% | — | -8,825 | -100.0% | Q1 2026 | May 07, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,185 | -100.0% | Q1 2026 | May 15, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,129 | -100.0% | Q1 2026 | May 15, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.08% | — | -6,568 | -100.0% | Q1 2026 | May 13, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.04% | — | -6,200 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -5,774 | -100.0% | Q1 2026 | May 08, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -4,487 | -100.0% | Q1 2026 | May 13, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -3,900 | -100.0% | Q1 2026 | May 11, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -3,881 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Triasima Portfolio Management inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -3,548 | -100.0% | Q1 2026 | Apr 24, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,379 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -3,370 | -100.0% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,245 | -100.0% | Q1 2026 | May 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -3,212 | -100.0% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,635 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,499 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,472 | -100.0% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,470 | -100.0% | Q1 2026 | May 14, 2026 |
| Seelaus Asset Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -2,420 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,385 | -100.0% | Q1 2026 | Apr 30, 2026 |
| one8zero8, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,300 | -100.0% | Q1 2026 | May 07, 2026 |
| Vertex Planning Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,293 | -100.0% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,260 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.03% | — | -1,938 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,513 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Employees Retirement System of Texas | History | Closed out | 0 | 0 | — | 0.0% | — | -1,297 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -575 | -100.0% | Q1 2026 | May 15, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 15, 2026 |
| Central Pacific Bank - Trust Division | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -185 | -100.0% | Q1 2026 | May 11, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -171 | -100.0% | Q1 2026 | May 11, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Reduced | 6 | 0 | — | 0.0% | — | -62 | -91.18% | Q1 2026 | May 14, 2026 |
| BELLEVUE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -27 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 11 | 0 | — | 0.0% | — | -13 | -54.17% | Q1 2026 | Apr 29, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 05, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 04, 2026 |
| Strategic Wealth Partners, Ltd. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 12, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 06, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 17, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Prestige Wealth Management Group LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 14, 2026 |
| American Capital Advisory, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 07, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 9 | 0 | — | — | — | -1 | -10.0% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Trust Co | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| High Note Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| 1015 Capital Partners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |