POOL CORP - POOL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 3,913,575 | 895,230 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,867,424 | 580,165 | 0.11% | 0.1% | 2 | +313,400 | 12.27% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 2,850,195 | 576,679 | 1.69% | 1.08% | 3 | +1,089,908 | 61.92% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 2,294,378 | 464,221 | 0.01% | 0.01% | 4 | -13,336 | -0.58% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 2,248,451 | 454,930 | 0.31% | 0.31% | 5 | +957,493 | 74.17% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,145,392 | 434,077 | 0.01% | — | 6 | +2,145,392 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,709,308 | 345,844 | 0.02% | 0.02% | 7 | +337,536 | 24.61% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,667,029 | 337,289 | 0.02% | — | 8 | +1,667,029 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 1,191,868 | 241,150 | 0.01% | 0.01% | 9 | -17,393 | -1.44% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,055,616 | 213,582 | 0.03% | 0.03% | 10 | +217,958 | 26.02% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 893,582 | 180,494 | 0.01% | 0.01% | 11 | +11,547 | 1.31% | Q1 2026 | May 15, 2026 |
| Southpoint Capital Advisors LP | History | Added to | 500,000 | 101,165 | 2.08% | 1.6% | 12 | +200,000 | 66.67% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 465,105 | 100,582 | 0.03% | 0.04% | 13 | -59,695 | -11.37% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 426,717 | 97,611 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 477,781 | 95,790 | 0.01% | 0.01% | 15 | -4,114 | -0.85% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 461,536 | 93,382 | 0.04% | 0.03% | 16 | +106,110 | 29.85% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 452,273 | 91,508 | 0.3% | 0.33% | 17 | -67,563 | -13.0% | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 429,212 | 86,842 | 0.01% | 0.03% | 18 | -317,267 | -42.5% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 422,872 | 85,559 | 0.02% | 0.01% | 19 | +119,736 | 39.5% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 404,791 | 81,899 | 0.02% | 0.02% | 20 | -15,853 | -3.77% | Q1 2026 | May 07, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 396,785 | 80,282 | 0.49% | 0.57% | 21 | -36,678 | -8.46% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 371,950 | 75,256 | 0.01% | 0.01% | 22 | +74,589 | 25.08% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 360,872 | 73,015 | 0.01% | 0.01% | 23 | +4,166 | 1.17% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 356,743 | 72,179 | 0.09% | — | 24 | +356,743 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 289,994 | 58,674 | 0.01% | 0.01% | 25 | +17,716 | 6.51% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 285,024 | 57,668 | 0.16% | 0.13% | 26 | +69,422 | 32.2% | Q1 2026 | May 15, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Added to | 281,950 | 57,046 | 0.68% | 0.68% | 27 | +1,093 | 0.39% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 280,710 | 56,796 | 0.06% | — | 28 | +280,710 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 273,569 | 55,351 | 0.01% | 0.01% | 29 | -19,769 | -6.74% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 272,195 | 55,073 | 0.02% | 0.02% | 30 | +55,072 | 25.36% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 271,782 | 54,981 | 0.08% | 0.04% | 31 | +105,805 | 63.75% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 261,402 | 52,889 | 0.0% | 0.0% | 32 | +84,817 | 48.03% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 254,165 | 51,425 | 0.01% | 0.01% | 33 | +74,108 | 41.16% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 248,096 | 50,197 | 0.06% | 0.1% | 34 | -148,245 | -37.4% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 226,790 | 45,878 | 0.06% | — | 35 | +226,790 | New | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 194,616 | 44,518 | 0.01% | 0.01% | 36 | +30,679 | 18.71% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 203,467 | 41,176 | 0.01% | 0.01% | 37 | +63,801 | 45.68% | Q1 2026 | May 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 200,912 | 40,821 | 0.07% | 0.01% | 38 | +188,327 | 1496.44% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 186,018 | 37,637 | 0.01% | — | 39 | +186,018 | New | Q1 2026 | May 08, 2026 |
| Findlay Park Partners LLP | History | Reduced | 180,775 | 36,576 | 0.51% | 0.59% | 40 | -21,000 | -10.41% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 177,926 | 35,999 | 0.02% | 0.0% | 41 | +173,310 | 3754.55% | Q1 2026 | May 15, 2026 |
| CALEDONIA INVESTMENTS PLC | History | No change | 175,887 | 35,574 | 4.16% | 4.46% | 42 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 173,854 | 35,175 | 0.02% | 0.03% | 43 | -54,224 | -23.77% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 170,676 | 34,532 | 0.65% | 0.25% | 44 | +113,306 | 197.5% | Q1 2026 | Apr 24, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 167,238 | 33,837 | 0.25% | 0.05% | 45 | +141,881 | 559.53% | Q1 2026 | May 15, 2026 |
| Sone Capital Management, LLC | History | Added to | 160,882 | 32,551 | 2.73% | 2.29% | 46 | +37,538 | 30.43% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 160,000 | 32,372 | 0.02% | 0.0% | 47 | +156,502 | 4474.04% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 159,799 | 32,331 | 0.03% | 0.01% | 48 | +95,074 | 146.89% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 159,660 | 32,304 | 0.0% | 0.0% | 49 | +26,698 | 20.08% | Q1 2026 | May 15, 2026 |
| Conestoga Capital Advisors, LLC | History | Added to | 152,624 | 30,880 | 0.62% | 0.56% | 50 | +7,917 | 5.47% | Q1 2026 | Apr 24, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 150,845 | 30,399 | 0.03% | 0.03% | 51 | +1,947 | 1.31% | Q1 2026 | May 13, 2026 |
| CI INVESTMENTS INC. | History | Added to | 143,186 | 28,970 | 0.14% | 0.1% | 52 | +41,489 | 40.8% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 141,781 | 28,686 | 0.02% | 0.03% | 53 | +2,710 | 1.95% | Q1 2026 | May 11, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 141,500 | 28,629 | 1.02% | 0.16% | 54 | +121,500 | 607.5% | Q1 2026 | May 04, 2026 |
| Progeny 3, Inc. | History | New | 140,000 | 28,326 | 1.51% | — | 55 | +140,000 | New | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 139,766 | 28,279 | 0.25% | 0.28% | 56 | -87 | -0.06% | Q1 2026 | May 13, 2026 |
| Harvey Partners, LLC | History | New | 135,000 | 27,314 | 2.17% | — | 57 | +135,000 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 134,716 | 27,257 | 0.01% | 0.01% | 58 | +31,463 | 30.47% | Q1 2026 | May 06, 2026 |
| Nuveen, LLC | History | Added to | 129,602 | 26,222 | 0.01% | 0.01% | 59 | +42,385 | 48.6% | Q1 2026 | Apr 30, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | Added to | 123,159 | 24,918 | 3.56% | 2.03% | 60 | +56,351 | 84.35% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 123,070 | 24,900 | 0.1% | 0.08% | 61 | +19,764 | 19.13% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 122,329 | 24,751 | 0.0% | 0.0% | 62 | +103,083 | 535.61% | Q1 2026 | May 15, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 116,693 | 23,610 | 2.6% | 2.83% | 63 | -6,417 | -5.21% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 112,199 | 22,701 | 0.0% | 0.01% | 64 | -1,266 | -1.12% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 111,352 | 22,530 | 0.0% | 0.0% | 65 | +14,504 | 14.98% | Q1 2026 | May 15, 2026 |
| Long Pond Capital, LP | History | New | 109,500 | 22,155 | 2.12% | — | 66 | +109,500 | New | Q1 2026 | May 14, 2026 |
| Stephens Investment Management Group LLC | History | Reduced | 107,671 | 21,785 | 0.3% | 0.32% | 67 | -23 | -0.02% | Q1 2026 | Apr 28, 2026 |
| EUBEL BRADY & SUTTMAN ASSET MANAGEMENT INC | History | New | 106,130 | 21,473 | 2.54% | — | 68 | +106,130 | New | Q1 2026 | May 11, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 95,371 | 19,296 | 0.41% | 0.42% | 69 | -1,356 | -1.4% | Q1 2026 | May 06, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 94,157 | 19,050 | 0.02% | 0.01% | 70 | +50,711 | 116.72% | Q1 2026 | May 15, 2026 |
| WATERS PARKERSON & CO., LLC | History | Added to | 87,342 | 17,671 | 0.91% | 0.93% | 71 | +4,805 | 5.82% | Q1 2026 | Apr 29, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 86,943 | 17,591 | 0.03% | 0.0% | 72 | +84,879 | 4112.35% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 86,884 | 17,579 | 0.06% | 0.07% | 73 | -10,000 | -10.32% | Q1 2026 | Apr 28, 2026 |
| Capital World Investors | History | No change | 82,506 | 16,693 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 79,867 | 16,159 | 0.01% | 0.0% | 75 | +40,467 | 102.71% | Q1 2026 | May 05, 2026 |
| Clearline Capital LP | History | Added to | 78,088 | 15,799 | 0.82% | 0.37% | 76 | +45,733 | 141.35% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 77,500 | 15,680 | 0.03% | 0.07% | 77 | -96,521 | -55.47% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 76,232 | 15,424 | 0.05% | 0.05% | 78 | +11,828 | 18.37% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 75,579 | 15,291 | 0.03% | 0.01% | 79 | +41,637 | 122.67% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 73,980 | 14,968 | 0.03% | 0.02% | 80 | +7,355 | 11.04% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 73,941 | 14,966 | 0.01% | 0.01% | 81 | -5,152 | -6.51% | Q1 2026 | Apr 30, 2026 |
| Trexquant Investment LP | History | Added to | 72,946 | 14,759 | 0.11% | 0.13% | 82 | +8,255 | 12.76% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 71,919 | 14,551 | 0.02% | 0.02% | 83 | -8,801 | -10.9% | Q1 2026 | Apr 16, 2026 |
| Alyeska Investment Group, L.P. | History | New | 71,757 | 14,518 | 0.04% | — | 84 | +71,757 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 71,481 | 14,462 | 0.01% | 0.01% | 85 | +2,534 | 3.68% | Q1 2026 | May 12, 2026 |
| Copeland Capital Management, LLC | History | Added to | 71,259 | 14,417 | 0.32% | 0.36% | 86 | +1,233 | 1.76% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 70,864 | 14,337 | 0.0% | 0.0% | 87 | -4,368 | -5.81% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 70,716 | 14,308 | 0.02% | 0.02% | 88 | +6,751 | 10.55% | Q1 2026 | May 13, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 70,660 | 14,296 | 0.19% | 0.12% | 89 | +29,394 | 71.23% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 70,425 | 14,249 | 0.02% | 0.01% | 90 | +17,602 | 33.32% | Q1 2026 | May 08, 2026 |
| Zimmer Partners, LP | History | New | 70,000 | 14,163 | 0.34% | — | 91 | +70,000 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 69,980 | 14,159 | 0.0% | 0.0% | 92 | -216 | -0.31% | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 68,511 | 13,861 | 0.01% | — | 93 | +68,511 | New | Q1 2026 | May 08, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 67,256 | 13,607 | 0.02% | — | 94 | +67,256 | New | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 66,511 | 13,457 | 0.02% | 0.02% | 95 | +15,099 | 29.37% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 66,240 | 13,402 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 65,308 | 13,214 | 0.01% | 0.01% | 97 | +12,056 | 22.64% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 66,319 | 13,180 | 0.01% | 0.0% | 98 | +65,094 | 5313.8% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 60,320 | 12,204 | 0.01% | 0.01% | 99 | -17,766 | -22.75% | Q1 2026 | May 12, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Reduced | 57,153 | 11,563 | 0.04% | 0.11% | 100 | -66,913 | -53.93% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 55,502 | 11,229 | 0.0% | 0.01% | 101 | -212,840 | -79.32% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 54,701 | 11,067 | 0.09% | 0.04% | 102 | +32,763 | 149.34% | Q1 2026 | May 14, 2026 |
| Eldred Rock Partners, LLC | History | Added to | 54,028 | 10,931 | 2.78% | 1.6% | 103 | +26,993 | 99.84% | Q1 2026 | Apr 08, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 53,196 | 10,763 | 0.08% | 0.08% | 104 | +3,208 | 6.42% | Q1 2026 | Apr 14, 2026 |
| Man Group plc | History | Added to | 52,116 | 10,544 | 0.02% | 0.01% | 105 | +37,826 | 264.7% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 51,459 | 10,411 | 0.01% | 0.01% | 106 | -12,266 | -19.25% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 50,276 | 10,173 | 0.0% | 0.0% | 107 | -65,174 | -56.45% | Q1 2026 | May 15, 2026 |
| OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC | History | Added to | 50,045 | 10,125 | 0.54% | 0.44% | 108 | +12,422 | 33.02% | Q1 2026 | Apr 27, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 49,200 | 9,954 | 0.02% | 0.12% | 109 | -290,516 | -85.52% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 46,904 | 9,490 | 0.07% | 0.09% | 110 | -5,918 | -11.2% | Q1 2026 | May 04, 2026 |
| BLI - Banque de Luxembourg Investments | History | No change | 41,300 | 9,388 | 0.28% | 0.28% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 45,921 | 9,291 | 0.01% | 0.01% | 112 | +2,565 | 5.92% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 45,722 | 9,250 | 0.02% | 0.0% | 113 | +44,702 | 4382.55% | Q1 2026 | May 01, 2026 |
| LPL Financial LLC | History | Added to | 45,228 | 9,150 | 0.0% | 0.0% | 114 | +1,877 | 4.33% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 39,365 | 9,004 | 0.04% | 0.04% | 115 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Squarepoint Ops LLC | History | Added to | 44,157 | 8,934 | 0.01% | 0.01% | 116 | +12,157 | 37.99% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 40,991 | 8,293 | 0.08% | 0.1% | 117 | -2,191 | -5.07% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 40,799 | 8,254 | 0.01% | 0.01% | 118 | +20 | 0.05% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 39,037 | 7,898 | 0.01% | 0.01% | 119 | +7,420 | 23.47% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 38,429 | 7,775 | 0.0% | 0.0% | 120 | +6,952 | 22.09% | Q1 2026 | May 11, 2026 |
| Amundi | History | Reduced | 38,161 | 7,721 | 0.0% | 0.01% | 121 | -96,741 | -71.71% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 37,798 | 7,647 | 0.0% | 0.0% | 122 | +1,614 | 4.46% | Q1 2026 | May 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 37,341 | 7,555 | 0.02% | 0.02% | 123 | -6,093 | -14.03% | Q1 2026 | May 15, 2026 |
| VELA Investment Management, LLC | History | Added to | 37,320 | 7,550 | 1.73% | 1.11% | 124 | +16,742 | 81.36% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 37,268 | 7,540 | 0.02% | 0.04% | 125 | -31,720 | -45.98% | Q1 2026 | May 08, 2026 |
| AMIRAL GESTION | History | New | 37,189 | 7,524 | 4.18% | — | 126 | +37,189 | New | Q1 2026 | Apr 20, 2026 |
| Freestone Grove Partners LP | History | Added to | 36,087 | 7,301 | 0.05% | 0.01% | 127 | +33,005 | 1070.9% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 33,619 | 6,802 | 0.02% | 0.02% | 128 | +5,155 | 18.11% | Q1 2026 | May 14, 2026 |
| Foyston, Gordon & Payne Inc | History | New | 33,253 | 6,728 | 1.55% | — | 129 | +33,253 | New | Q1 2026 | May 11, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | No change | 32,295 | 6,534 | 0.1% | 0.09% | 130 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 31,282 | 6,329 | 0.0% | 0.01% | 131 | +1,151 | 3.82% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 30,769 | 6,225 | 0.01% | — | 132 | +30,769 | New | Q1 2026 | May 08, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 30,113 | 6,092 | 0.34% | 0.37% | 133 | +480 | 1.62% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 29,973 | 6,064 | 0.07% | 0.08% | 134 | -359 | -1.18% | Q1 2026 | May 01, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Added to | 29,224 | 5,912 | 1.64% | 1.12% | 135 | +21,834 | 295.45% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | New | 28,597 | 5,786 | 0.06% | — | 136 | +28,597 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 28,444 | 5,755 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 27,975 | 5,660 | 0.01% | 0.01% | 138 | -214 | -0.76% | Q1 2026 | May 08, 2026 |
| Heron Bay Capital Management | History | Added to | 25,448 | 5,148 | 0.47% | 0.31% | 139 | +18,293 | 255.67% | Q1 2026 | May 13, 2026 |
| Polar Asset Management Partners Inc. | History | Added to | 24,902 | 5,038 | 0.1% | 0.03% | 140 | +13,602 | 120.37% | Q1 2026 | May 15, 2026 |
| Kerrisdale Advisers, LLC | History | New | 24,175 | 4,891 | 1.86% | — | 141 | +24,175 | New | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 23,999 | 4,855 | 0.17% | — | 142 | +23,999 | New | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 23,604 | 4,775 | 0.0% | 0.0% | 143 | -127 | -0.54% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,593 | 4,773 | 0.01% | 0.01% | 144 | +11,994 | 103.41% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 23,130 | 4,680 | 0.05% | 0.04% | 145 | +10,150 | 78.2% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 23,032 | 4,660 | 0.0% | 0.0% | 146 | +791 | 3.56% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 21,848 | 4,421 | 0.01% | 0.01% | 147 | +1,081 | 5.21% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,759 | 4,402 | 0.0% | 0.0% | 148 | +306 | 1.43% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Added to | 20,263 | 4,269 | 0.1% | 0.02% | 149 | +16,467 | 433.8% | Q1 2026 | May 13, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 21,004 | 4,249 | 0.18% | 0.2% | 150 | +476 | 2.32% | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 20,775 | 4,203 | 0.0% | 0.0% | 152 | -5,025 | -19.48% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 20,774 | 4,203 | 0.01% | 0.01% | 151 | -235 | -1.12% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 20,659 | 4,179 | 0.03% | 0.03% | 153 | -3,890 | -15.85% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 20,557 | 4,159 | 0.03% | 0.01% | 154 | +15,753 | 327.91% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 20,441 | 4,135 | 0.0% | 0.03% | 155 | -276,443 | -93.11% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 20,378 | 4,123 | 0.05% | 0.03% | 156 | +9,530 | 87.85% | Q1 2026 | May 13, 2026 |
| Hudson Bay Capital Management LP | History | New | 20,265 | 4,100 | 0.01% | — | 157 | +20,265 | New | Q1 2026 | May 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 20,218 | 4,090 | 0.26% | 0.04% | 158 | +17,572 | 664.1% | Q1 2026 | May 12, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 19,922 | 4,030 | 0.02% | 0.01% | 159 | +8,776 | 78.74% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 19,891 | 4,024 | 0.0% | 0.0% | 160 | +2,561 | 14.78% | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 18,711 | 3,785 | 0.34% | 0.1% | 161 | +9,392 | 100.78% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 16,853 | 3,468 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Covea Finance | History | Added to | 16,700 | 3,378 | 0.12% | 0.1% | 163 | +3,000 | 21.9% | Q1 2026 | Apr 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,422 | 3,322 | 0.03% | 0.03% | 164 | -1,271 | -7.18% | Q1 2026 | May 13, 2026 |
| Bell Asset Management Ltd | History | Reduced | 16,359 | 3,305 | 0.97% | 1.03% | 165 | -360 | -2.15% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Added to | 16,221 | 3,281 | 0.04% | 0.02% | 166 | +6,624 | 69.02% | Q1 2026 | May 05, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 16,149 | 3,267 | 0.01% | 0.01% | 167 | -471 | -2.83% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 15,964 | 3,229 | 0.01% | 0.01% | 168 | +3,044 | 23.56% | Q1 2026 | May 07, 2026 |
| Prospect Capital Advisors, LLC | History | No change | 15,560 | 3,148 | 1.75% | 1.84% | 169 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 15,505 | 3,137 | 0.0% | 0.0% | 170 | -74 | -0.47% | Q1 2026 | May 18, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 15,333 | 3,101 | 0.0% | 0.01% | 171 | -12,651 | -45.21% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 15,289 | 3,093 | 0.01% | 0.01% | 172 | -2,013 | -11.63% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 15,287 | 3,093 | 0.0% | 0.0% | 173 | -1,111 | -6.78% | Q1 2026 | May 13, 2026 |
| WEITZ INVESTMENT MANAGEMENT, INC. | History | New | 15,000 | 3,034 | 0.21% | — | 174 | +15,000 | New | Q1 2026 | May 14, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | New | 15,000 | 3,034 | 0.45% | — | 175 | +15,000 | New | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 14,120 | 3,012 | 0.05% | 0.06% | 176 | -255 | -1.77% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 14,592 | 2,959 | 0.01% | 0.01% | 177 | +4,589 | 45.88% | Q1 2026 | May 15, 2026 |
| APG Asset Management N.V. | History | Reduced | 16,620 | 2,918 | 0.01% | 0.01% | 178 | -1,760 | -9.58% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,410 | 2,915 | 0.0% | 0.0% | 179 | +5,163 | 55.83% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14,330 | 2,899 | 0.0% | 0.0% | 180 | +1,968 | 15.92% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 14,123 | 2,858 | 0.01% | 0.01% | 181 | +300 | 2.17% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 14,051 | 2,842 | 0.02% | 0.03% | 182 | -99 | -0.7% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 13,975 | 2,827 | 0.0% | 0.0% | 183 | +199 | 1.44% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 13,700 | 2,771 | 0.0% | 0.0% | 184 | +8,700 | 174.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 13,463 | 2,723 | 0.0% | 0.0% | 185 | +12,168 | 939.61% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 13,125 | 2,655 | 0.01% | 0.01% | 186 | -163 | -1.23% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 13,100 | 2,650 | 0.01% | 0.01% | 187 | +2,516 | 23.77% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 12,970 | 2,624 | 0.12% | 0.14% | 188 | -746 | -5.44% | Q1 2026 | May 18, 2026 |
| Inspire Investing, LLC | History | Reduced | 12,357 | 2,500 | 0.21% | 0.27% | 189 | -538 | -4.17% | Q1 2026 | Apr 23, 2026 |
| ArchPoint Investors | History | No change | 11,875 | 2,402 | 0.57% | 0.64% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 11,662 | 2,359 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UNIVEST FINANCIAL Corp | History | Reduced | 11,617 | 2,350 | 0.13% | 0.25% | 192 | -9,006 | -43.67% | Q1 2026 | May 01, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 11,494 | 2,325 | 0.0% | 0.01% | 193 | -17,535 | -60.41% | Q1 2026 | May 11, 2026 |
| Hilton Capital Management, LLC | History | Added to | 11,431 | 2,312 | 0.17% | 0.17% | 194 | +1,601 | 16.29% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Added to | 11,239 | 2,274 | 0.09% | 0.03% | 195 | +8,396 | 295.32% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 11,177 | 2,261 | 0.01% | 0.01% | 196 | +2,884 | 34.78% | Q1 2026 | May 05, 2026 |
| Chou Associates Management Inc. | History | No change | 10,636 | 2,151 | 1.02% | 1.21% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | New | 10,532 | 2,130 | 0.21% | — | 198 | +10,532 | New | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 10,505 | 2,125 | 0.0% | 0.0% | 199 | +377 | 3.72% | Q1 2026 | May 13, 2026 |
| Compass Wealth Management LLC | History | New | 10,432 | 2,110 | 0.52% | — | 200 | +10,432 | New | Q1 2026 | Apr 20, 2026 |
| Waverly Advisors, LLC | History | Added to | 10,244 | 2,072 | 0.02% | 0.0% | 201 | +9,295 | 979.45% | Q1 2026 | May 15, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 9,658 | 1,954 | 0.26% | 0.34% | 202 | -701 | -6.77% | Q1 2026 | Apr 09, 2026 |
| Henshaw Capital LLC | History | Added to | 9,364 | 1,894 | 0.07% | 0.03% | 203 | +5,269 | 128.67% | Q1 2026 | May 28, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 9,334 | 1,888 | 0.01% | 0.01% | 204 | +947 | 11.29% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 9,209 | 1,863 | 0.01% | 0.01% | 205 | -206 | -2.19% | Q1 2026 | May 01, 2026 |
| Delta Global Management LP | History | New | 9,151 | 1,851 | 0.15% | — | 206 | +9,151 | New | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 8,992 | 1,819 | 0.02% | 0.02% | 207 | +1,274 | 16.51% | Q1 2026 | May 07, 2026 |
| Czech National Bank | History | Added to | 8,927 | 1,806 | 0.01% | 0.01% | 208 | +283 | 3.27% | Q1 2026 | Apr 13, 2026 |
| Rule One Partners, LLC | History | Added to | 8,721 | 1,796 | 1.78% | 0.25% | 209 | +1,220 | 16.26% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 8,810 | 1,782 | 0.0% | 0.0% | 210 | +6,785 | 335.06% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 8,774 | 1,775 | 0.01% | 0.01% | 211 | -230 | -2.55% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 8,668 | 1,754 | 0.11% | 0.13% | 212 | +2,056 | 31.09% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,634 | 1,746 | 0.01% | — | 213 | +8,634 | New | Q1 2026 | May 08, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 8,513 | 1,722 | 0.01% | 0.01% | 214 | -100 | -1.16% | Q1 2026 | May 04, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 8,486 | 1,716 | 0.01% | 0.01% | 215 | -98 | -1.14% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,480 | 1,715 | 0.02% | 0.02% | 216 | -833 | -8.94% | Q1 2026 | Apr 20, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 8,360 | 1,691 | 0.0% | 0.01% | 217 | -1,597 | -16.04% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 7,975 | 1,671 | 0.03% | 0.07% | 218 | +2,609 | 48.62% | Q1 2026 | May 01, 2026 |
| CIBC Asset Management Inc | History | Added to | 8,057 | 1,630 | 0.0% | 0.0% | 219 | +590 | 7.9% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 7,937 | 1,605 | 0.01% | 0.01% | 220 | -220 | -2.7% | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | Added to | 7,893 | 1,596 | 0.02% | 0.01% | 221 | +5,882 | 292.49% | Q1 2026 | May 11, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,745 | 1,567 | 0.02% | 0.01% | 222 | +4,099 | 112.42% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 7,636 | 1,544 | 0.01% | 0.01% | 223 | +11 | 0.14% | Q1 2026 | May 01, 2026 |
| STEVENS CAPITAL PARTNERS | History | New | 7,598 | 1,537 | 0.37% | — | 224 | +7,598 | New | Q1 2026 | Apr 24, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 7,581 | 1,533 | 0.0% | 0.01% | 225 | -38,740 | -83.63% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,360 | 1,489 | 0.01% | 0.01% | 226 | +200 | 2.79% | Q1 2026 | Apr 29, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 7,296 | 1,476 | 0.15% | 0.14% | 227 | +836 | 12.94% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,054 | 1,427 | 0.0% | 0.0% | 228 | +1,209 | 20.68% | Q1 2026 | May 08, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 7,027 | 1,421 | 0.01% | 0.01% | 229 | +179 | 2.61% | Q1 2026 | May 11, 2026 |
| Timelo Investment Management Inc. | History | New | 7,000 | 1,416 | 1.12% | — | 230 | +7,000 | New | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 6,983 | 1,412 | 0.0% | 0.0% | 231 | +384 | 5.82% | Q1 2026 | Apr 22, 2026 |
| Retirement Systems of Alabama | History | Reduced | 6,961 | 1,408 | 0.0% | 0.01% | 232 | -12 | -0.17% | Q1 2026 | Apr 24, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 6,858 | 1,387 | 0.0% | 0.0% | 233 | +1,156 | 20.27% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 6,774 | 1,370 | 0.04% | 0.05% | 234 | +284 | 4.38% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,754 | 1,366 | 0.0% | 0.0% | 235 | -1,370 | -16.86% | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 5,917 | 1,353 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,642 | 1,343 | 0.0% | 0.0% | 237 | -11 | -0.17% | Q1 2026 | May 12, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 6,631 | 1,341 | 0.04% | 0.05% | 238 | -73 | -1.09% | Q1 2026 | May 11, 2026 |
| Bridgewater Associates, LP | History | Reduced | 6,547 | 1,324 | 0.01% | 0.01% | 239 | -3,115 | -32.24% | Q1 2026 | May 15, 2026 |
| Canada Post Corp Registered Pension Plan | History | Reduced | 6,340 | 1,282 | 0.05% | 0.06% | 240 | -500 | -7.31% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,164 | 1,247 | 0.01% | 0.01% | 241 | -401 | -6.11% | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 6,088 | 1,231 | 0.01% | 0.01% | 242 | +131 | 2.2% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 6,061 | 1,226 | 0.0% | 0.01% | 243 | -607 | -9.1% | Q1 2026 | May 11, 2026 |
| Swedbank AB | History | Reduced | 6,000 | 1,213 | 0.0% | 0.02% | 244 | -95,000 | -94.06% | Q1 2026 | Apr 29, 2026 |
| Aristotle Capital Boston, LLC | History | Added to | 5,851 | 1,192 | 0.07% | 0.07% | 245 | +74 | 1.28% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 5,832 | 1,180 | 0.0% | 0.0% | 246 | +4,138 | 244.27% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Reduced | 5,787 | 1,170 | 0.06% | 0.17% | 247 | -8,994 | -60.85% | Q1 2026 | May 05, 2026 |
| First National Advisers, LLC | History | Reduced | 5,606 | 1,134 | 0.17% | 0.19% | 248 | -585 | -9.45% | Q1 2026 | May 08, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 5,472 | 1,107 | 0.0% | 0.0% | 249 | -8,429 | -60.64% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,459 | 1,107 | 0.0% | 0.0% | 250 | +1,711 | 45.65% | Q1 2026 | Apr 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,357 | 1,083 | 0.0% | 0.0% | 251 | +45 | 0.85% | Q1 2026 | May 15, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 5,340 | 1,080 | 0.61% | 0.63% | 252 | -140 | -2.55% | Q1 2026 | Apr 29, 2026 |
| Cinctive Capital Management LP | History | New | 5,026 | 1,016 | 0.07% | — | 253 | +5,026 | New | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 4,865 | 984 | 0.0% | 0.0% | 254 | +135 | 2.85% | Q1 2026 | May 15, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Added to | 4,840 | 979 | 0.08% | 0.08% | 255 | +55 | 1.15% | Q1 2026 | Apr 16, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,785 | 968 | 0.0% | 0.0% | 256 | -1,455 | -23.32% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 4,761 | 963 | 0.0% | 0.0% | 257 | +4,235 | 805.13% | Q1 2026 | May 14, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 4,723 | 955 | 0.12% | 0.16% | 258 | -1,212 | -20.42% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 4,611 | 932 | 0.0% | 0.0% | 259 | +1,856 | 67.37% | Q1 2026 | Apr 30, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 4,554 | 921 | 0.01% | 0.01% | 260 | +89 | 1.99% | Q1 2026 | May 11, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 4,500 | 910 | 0.36% | 0.39% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NEOS Investment Management LLC | History | New | 4,460 | 902 | 0.0% | — | 262 | +4,460 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,454 | 901 | 0.0% | 0.0% | 263 | -442 | -9.03% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 4,433 | 896 | 0.01% | 0.01% | 264 | +821 | 22.73% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 4,395 | 889 | 0.02% | 0.01% | 265 | +1,320 | 42.93% | Q1 2026 | Apr 27, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 4,369 | 883 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 3,796 | 868 | 0.05% | 0.05% | 267 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Strong Tower Advisory Services | History | Added to | 4,200 | 849 | 0.16% | 0.16% | 268 | +347 | 9.01% | Q1 2026 | Apr 16, 2026 |
| BESSEMER GROUP INC | History | Added to | 4,159 | 841 | 0.0% | 0.0% | 269 | +2,222 | 114.71% | Q1 2026 | May 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 4,120 | 832 | 0.0% | 0.0% | 270 | -2,404 | -36.85% | Q1 2026 | May 13, 2026 |
| Diligent Investors, LLC | History | Added to | 4,036 | 816 | 0.2% | 0.23% | 271 | +2 | 0.05% | Q1 2026 | Apr 15, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 4,032 | 815 | 0.0% | 0.0% | 272 | -499 | -11.01% | Q1 2026 | May 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 3,972 | 803 | 0.0% | 0.01% | 273 | -4,337 | -52.2% | Q1 2026 | May 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 3,919 | 792 | 0.01% | 0.01% | 274 | +17 | 0.44% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS | History | No change | 3,896 | 783 | 0.02% | 0.03% | 275 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Impact Capital Partners LLC | History | Added to | 3,851 | 779 | 0.24% | 0.1% | 276 | +2,375 | 160.91% | Q1 2026 | Apr 10, 2026 |
| Union Bancaire Privee, UBP SA | History | Reduced | 3,868 | 768 | 0.01% | 0.01% | 277 | -134 | -3.35% | Q1 2026 | Apr 22, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 3,755 | 759 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Walleye Capital LLC | History | Reduced | 3,674 | 743 | 0.0% | 0.0% | 279 | -2,718 | -42.52% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 3,660 | 740 | 0.01% | 0.01% | 280 | +1,322 | 56.54% | Q1 2026 | May 15, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 3,655 | 739 | 0.3% | 0.3% | 281 | +484 | 15.26% | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 3,650 | 738 | 0.01% | 0.01% | 282 | +2,010 | 122.56% | Q1 2026 | May 12, 2026 |
| CIM, LLC | History | Added to | 3,613 | 731 | 0.11% | 0.11% | 283 | +84 | 2.38% | Q1 2026 | May 18, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 3,579 | 724 | 0.02% | 0.01% | 284 | +1,839 | 105.69% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 3,521 | 712 | 0.02% | 0.02% | 285 | +1,746 | 98.37% | Q1 2026 | Apr 29, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 3,506 | 709 | 0.0% | 0.0% | 286 | -38 | -1.07% | Q1 2026 | May 07, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 3,372 | 706 | 0.05% | 0.02% | 287 | +2,306 | 216.32% | Q1 2026 | May 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 3,487 | 705 | 0.01% | 0.02% | 288 | -3,636 | -51.05% | Q1 2026 | May 07, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 3,301 | 667 | 0.01% | 0.01% | 289 | +25 | 0.76% | Q1 2026 | Apr 20, 2026 |
| Empowered Funds, LLC | History | Reduced | 3,289 | 665 | 0.0% | 0.04% | 290 | -6,352 | -65.89% | Q1 2026 | May 14, 2026 |
| Blueshift Asset Management, LLC | History | Reduced | 3,288 | 665 | 0.2% | 0.5% | 291 | -4,216 | -56.18% | Q1 2026 | May 14, 2026 |
| Cullen Capital Management, LLC | History | Added to | 3,236 | 654 | 0.01% | 0.0% | 292 | +1,235 | 61.72% | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | Added to | 3,210 | 649 | 0.07% | 0.1% | 293 | +975 | 43.62% | Q1 2026 | May 13, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | No change | 3,198 | 647 | 0.21% | 0.23% | 294 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 3,163 | 643 | 0.0% | 0.0% | 295 | -1,202 | -27.54% | Q1 2026 | May 01, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 3,159 | 639 | 0.05% | — | 296 | +3,159 | New | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Reduced | 3,083 | 624 | 0.0% | 0.0% | 297 | -1,644 | -34.78% | Q1 2026 | May 07, 2026 |
| Gibbs Wealth Management | History | Added to | 3,084 | 624 | 0.08% | 0.12% | 298 | +1,131 | 57.91% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 3,062 | 619 | 0.01% | 0.01% | 299 | -112 | -3.53% | Q1 2026 | May 14, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | New | 3,001 | 607 | 0.29% | — | 300 | +3,001 | New | Q1 2026 | Apr 30, 2026 |
| RBF Capital, LLC | History | Reduced | 3,000 | 606 | 0.03% | 0.04% | 301 | -1,000 | -25.0% | Q1 2026 | May 18, 2026 |
| Sepio Capital, LP | History | Added to | 2,949 | 596 | 0.03% | 0.01% | 302 | +1,974 | 202.46% | Q1 2026 | May 13, 2026 |
| Farringdon Capital, Ltd. | History | New | 2,889 | 584 | 0.13% | — | 303 | +2,889 | New | Q1 2026 | May 15, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 2,882 | 583 | 0.02% | 0.02% | 304 | -207 | -6.7% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 2,879 | 582 | 0.01% | 0.01% | 305 | -1,498 | -34.22% | Q1 2026 | Apr 23, 2026 |
| Roundview Capital LLC | History | New | 2,798 | 566 | 0.04% | — | 307 | +2,798 | New | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,797 | 566 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | Added to | 2,761 | 558 | 0.02% | 0.02% | 308 | +747 | 37.09% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 2,743 | 555 | 0.01% | 0.02% | 309 | +958 | 53.67% | Q1 2026 | Apr 27, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 2,740 | 554 | 0.0% | 0.01% | 310 | -406 | -12.91% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 2,694 | 545 | 0.0% | 0.0% | 311 | +412 | 18.05% | Q1 2026 | Apr 07, 2026 |
| Quadrature Capital Ltd | History | Reduced | 2,674 | 541 | 0.01% | 0.04% | 312 | -15,382 | -85.19% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 2,672 | 540 | 0.0% | 0.0% | 313 | +153 | 6.07% | Q1 2026 | May 13, 2026 |
| SVB WEALTH LLC | History | Reduced | 2,661 | 538 | 0.04% | 0.05% | 314 | -1,353 | -33.71% | Q1 2026 | Apr 17, 2026 |
| L. Roy Papp & Associates, LLP | History | Reduced | 2,637 | 533 | 0.06% | 0.07% | 315 | -19 | -0.72% | Q1 2026 | Apr 14, 2026 |
| DF DENT & CO INC | History | Added to | 2,603 | 526 | 0.01% | 0.01% | 316 | +590 | 29.31% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 2,571 | 520 | 0.03% | 0.66% | 317 | -57,997 | -95.76% | Q1 2026 | May 15, 2026 |
| Boreal Capital Management LLC | History | Added to | 2,568 | 519 | 0.42% | 0.39% | 318 | +303 | 13.38% | Q1 2026 | May 14, 2026 |
| Curated Wealth Partners LLC | History | New | 2,526 | 511 | 0.06% | — | 320 | +2,526 | New | Q1 2026 | Apr 09, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 2,530 | 511 | 0.0% | 0.01% | 319 | -1,182 | -31.84% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK SIOUX FALLS | History | New | 2,261 | 510 | 0.14% | — | 321 | +2,261 | New | Q1 2026 | Apr 17, 2026 |
| Private Advisor Group, LLC | History | Added to | 2,368 | 479 | 0.0% | 0.0% | 322 | +161 | 7.29% | Q1 2026 | Apr 24, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,352 | 476 | 0.01% | 0.01% | 323 | +517 | 28.17% | Q1 2026 | May 01, 2026 |
| WESBANCO BANK INC | History | New | 2,330 | 471 | 0.01% | — | 324 | +2,330 | New | Q1 2026 | Apr 21, 2026 |
| Jump Financial, LLC | History | Reduced | 2,313 | 467 | 0.01% | 0.02% | 326 | -4,357 | -65.32% | Q1 2026 | May 14, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 2,309 | 467 | 0.03% | 0.03% | 325 | -113 | -4.67% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 2,301 | 465 | 0.01% | 0.01% | 327 | -317 | -12.11% | Q1 2026 | Apr 10, 2026 |
| HB Wealth Management, LLC | History | Added to | 2,237 | 452 | 0.0% | 0.0% | 329 | +1,064 | 90.71% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Added to | 2,238 | 452 | 0.0% | 0.0% | 328 | +208 | 10.25% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Reduced | 2,229 | 450 | 0.0% | 0.01% | 330 | -7,241 | -76.46% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | New | 2,180 | 441 | 0.01% | — | 332 | +2,180 | New | Q1 2026 | Apr 16, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | History | Added to | 2,181 | 441 | 0.15% | 0.13% | 331 | +395 | 22.12% | Q1 2026 | Apr 02, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,172 | 439 | 0.0% | — | 333 | +2,172 | New | Q1 2026 | May 15, 2026 |
| Soltis Investment Advisors LLC | History | Added to | 2,161 | 437 | 0.03% | 0.02% | 334 | +755 | 53.7% | Q1 2026 | Apr 27, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,146 | 434 | 0.0% | 0.0% | 335 | +481 | 28.89% | Q1 2026 | May 14, 2026 |
| Odyssean, LLC | History | New | 2,136 | 432 | 0.16% | — | 337 | +2,136 | New | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 2,135 | 432 | 0.03% | 0.03% | 336 | +651 | 43.87% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | New | 2,127 | 430 | 0.01% | — | 338 | +2,127 | New | Q1 2026 | Apr 22, 2026 |
| Aureus Asset Management, LLC | History | Added to | 2,083 | 421 | 0.03% | 0.03% | 339 | +312 | 17.62% | Q1 2026 | May 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 2,060 | 416 | 0.0% | 0.0% | 340 | -801 | -28.0% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Added to | 2,053 | 415 | 0.01% | 0.01% | 341 | +321 | 18.53% | Q1 2026 | May 15, 2026 |
| FULTON BANK, N.A. | History | Added to | 2,043 | 413 | 0.01% | 0.01% | 342 | +317 | 18.37% | Q1 2026 | Apr 24, 2026 |
| Norinchukin Bank, The | History | Reduced | 2,038 | 412 | 0.0% | 0.01% | 343 | -1 | -0.05% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Added to | 2,026 | 409 | 0.01% | 0.01% | 344 | +654 | 47.67% | Q1 2026 | May 13, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 2,013 | 407 | 0.01% | 0.04% | 345 | -4,467 | -68.94% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 2,030 | 406 | 0.01% | — | 347 | +2,030 | New | Q1 2026 | May 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 2,010 | 406 | 0.0% | 0.0% | 346 | -8 | -0.4% | Q1 2026 | May 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,875 | 402 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MIZUHO SECURITIES USA LLC | History | Reduced | 1,982 | 401 | 0.01% | 0.01% | 349 | -405 | -16.97% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 1,732 | 396 | 0.01% | 0.01% | 350 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 1,950 | 394 | 0.0% | 0.0% | 351 | -350 | -15.22% | Q1 2026 | May 13, 2026 |
| COMMERCE BANK | History | Reduced | 1,918 | 388 | 0.0% | 0.0% | 352 | -636 | -24.9% | Q1 2026 | May 11, 2026 |
| INTRUST BANK NA | History | Reduced | 1,918 | 388 | 0.03% | 0.05% | 353 | -548 | -22.22% | Q1 2026 | May 06, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 1,906 | 385 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 1,881 | 380 | 0.01% | 0.01% | 355 | -81 | -4.13% | Q1 2026 | May 20, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 1,858 | 375 | 0.05% | 0.06% | 356 | -143 | -7.15% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Reduced | 1,836 | 371 | 0.01% | 0.19% | 357 | -45,429 | -96.12% | Q1 2026 | May 15, 2026 |
| HARTFORD INVESTMENT MANAGEMENT CO | History | Reduced | 1,827 | 369 | 0.01% | 0.01% | 358 | -90 | -4.69% | Q1 2026 | Apr 15, 2026 |
| Walleye Trading LLC | History | Added to | 1,788 | 361 | 0.0% | 0.0% | 359 | +842 | 89.01% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,781 | 360 | 0.0% | 0.0% | 360 | +270 | 17.87% | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,776 | 359 | 0.0% | 0.0% | 362 | -234 | -11.64% | Q1 2026 | Apr 29, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,775 | 359 | 0.05% | 0.05% | 361 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 1,768 | 357 | 0.0% | 0.01% | 363 | +85 | 5.05% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | New | 1,763 | 356 | 0.0% | — | 364 | +1,763 | New | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | Reduced | 1,750 | 354 | 0.0% | 0.01% | 366 | -4,030 | -69.72% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,748 | 354 | 0.0% | 0.0% | 365 | +182 | 11.62% | Q1 2026 | May 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,742 | 352 | 0.01% | 0.01% | 367 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aberdeen Group plc | History | Reduced | 1,728 | 349 | 0.0% | 0.0% | 368 | -132 | -7.1% | Q1 2026 | Apr 29, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 1,721 | 348 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 1,715 | 346 | 0.0% | 0.0% | 370 | +25 | 1.48% | Q1 2026 | Apr 30, 2026 |
| Louisiana State Employees Retirement System | History | No change | 1,700 | 343 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| DAVENPORT & Co LLC | History | Added to | 1,673 | 338 | 0.0% | 0.0% | 372 | +483 | 40.59% | Q1 2026 | Apr 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 1,656 | 335 | 0.01% | 0.01% | 373 | +148 | 9.81% | Q1 2026 | May 18, 2026 |
| Knollwood Investment Advisory, LLC | History | No change | 1,655 | 334 | 0.03% | 0.04% | 374 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 1,615 | 326 | 0.0% | 0.01% | 375 | -1,268 | -43.98% | Q1 2026 | Apr 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 1,607 | 325 | 0.0% | 0.01% | 376 | -165 | -9.31% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | New | 1,577 | 319 | 0.0% | — | 377 | +1,577 | New | Q1 2026 | May 05, 2026 |
| ELCO Management Co., LLC | History | Reduced | 1,565 | 316 | 0.15% | 0.4% | 378 | -1,201 | -43.42% | Q1 2026 | Apr 23, 2026 |
| World Investment Advisors | History | New | 1,560 | 315 | 0.01% | — | 380 | +1,560 | New | Q1 2026 | Apr 27, 2026 |
| LVW Advisors, LLC | History | Added to | 1,557 | 315 | 0.03% | 0.04% | 379 | +22 | 1.43% | Q1 2026 | Apr 20, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 1,550 | 313 | 0.0% | 0.0% | 381 | -11 | -0.7% | Q1 2026 | May 08, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 1,191 | 307 | 0.02% | 0.02% | 382 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| NATIXIS | History | Reduced | 1,515 | 306 | 0.0% | 0.02% | 383 | -19,153 | -92.67% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Reduced | 1,515 | 306 | 0.0% | 0.01% | 384 | -3,632 | -70.57% | Q1 2026 | Apr 15, 2026 |
| First Bank & Trust | History | Added to | 1,512 | 305 | 0.05% | 0.06% | 385 | +30 | 2.02% | Q1 2026 | Apr 10, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 1,500 | 303 | 0.01% | 0.01% | 386 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | New | 1,287 | 301 | 0.01% | — | 387 | +1,287 | New | Q1 2026 | May 04, 2026 |
| LRT Capital Management, LLC | History | Reduced | 1,485 | 300 | 0.28% | 1.02% | 389 | -3,709 | -71.41% | Q1 2026 | May 15, 2026 |
| JT Stratford LLC | History | Added to | 1,487 | 300 | 0.04% | 0.04% | 388 | +3 | 0.2% | Q1 2026 | May 15, 2026 |
| Verity & Verity, LLC | History | Added to | 1,479 | 299 | 0.02% | 0.02% | 390 | +377 | 34.21% | Q1 2026 | Apr 15, 2026 |
| NORDEN GROUP LLC | History | Reduced | 1,483 | 299 | 0.03% | 0.04% | 391 | -352 | -19.18% | Q1 2026 | Apr 15, 2026 |
| Calamos Advisors LLC | History | New | 1,474 | 298 | 0.0% | — | 393 | +1,474 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 1,474 | 298 | 0.01% | — | 394 | +1,474 | New | Q1 2026 | May 04, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 1,476 | 298 | 0.03% | 0.02% | 392 | +577 | 64.18% | Q1 2026 | May 14, 2026 |
| BAHL & GAYNOR INC | History | Added to | 1,463 | 296 | 0.0% | 0.0% | 395 | +14 | 0.97% | Q1 2026 | May 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 1,480 | 296 | 0.0% | 0.0% | 396 | +12 | 0.82% | Q1 2026 | May 05, 2026 |
| Empower Advisory Group, LLC | History | Added to | 1,453 | 294 | 0.0% | 0.0% | 397 | +519 | 55.57% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,443 | 291 | 0.0% | 0.0% | 398 | -183 | -11.25% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | New | 1,421 | 287 | 0.0% | — | 401 | +1,421 | New | Q1 2026 | Apr 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 1,422 | 287 | 0.0% | 0.0% | 400 | +307 | 27.53% | Q1 2026 | Apr 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,421 | 287 | 0.0% | 0.0% | 399 | -109 | -7.12% | Q1 2026 | Apr 27, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | No change | 1,399 | 283 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Procyon Advisors, LLC | History | New | 1,394 | 282 | 0.01% | — | 403 | +1,394 | New | Q1 2026 | May 04, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 1,385 | 280 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,392 | 278 | 0.0% | 0.0% | 405 | -49 | -3.4% | Q1 2026 | Apr 07, 2026 |
| EntryPoint Capital, LLC | History | New | 1,364 | 275 | 0.08% | — | 407 | +1,364 | New | Q1 2026 | May 14, 2026 |
| Leonteq Securities AG | History | Added to | 1,361 | 275 | 0.01% | 0.01% | 406 | +128 | 10.38% | Q1 2026 | Apr 27, 2026 |
| MUFG Securities EMEA plc | History | No change | 1,348 | 272 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Added to | 1,338 | 270 | 0.0% | 0.0% | 409 | +257 | 23.77% | Q1 2026 | May 14, 2026 |
| Perennial Investment Advisors, LLC | History | Added to | 1,336 | 270 | 0.02% | 0.02% | 410 | +30 | 2.3% | Q1 2026 | May 15, 2026 |
| OFI INVEST ASSET MANAGEMENT | History | No change | 1,311 | 265 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,303 | 264 | 0.0% | 0.0% | 412 | -2 | -0.15% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,275 | 258 | 0.0% | 0.0% | 413 | +447 | 53.99% | Q1 2026 | May 07, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 1,269 | 256 | 0.01% | 0.01% | 414 | -33 | -2.53% | Q1 2026 | May 04, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,278 | 255 | 0.02% | 0.02% | 415 | -60 | -4.48% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,258 | 254 | 0.01% | 0.0% | 416 | +786 | 166.53% | Q1 2026 | May 15, 2026 |
| GENESIS PRIVATE WEALTH, LLC | History | New | 1,210 | 244 | 0.08% | — | 417 | +1,210 | New | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Added to | 1,205 | 243 | 0.01% | 0.01% | 418 | +350 | 40.94% | Q1 2026 | Apr 06, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 1,198 | 242 | 0.02% | — | 419 | +1,198 | New | Q1 2026 | Apr 10, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | Reduced | 1,193 | 241 | 0.06% | 0.07% | 420 | -6 | -0.5% | Q1 2026 | May 19, 2026 |
| V-Square Quantitative Management LLC | History | No change | 1,184 | 239 | 0.03% | 0.03% | 421 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 1,119 | 238 | 0.01% | — | 422 | +1,119 | New | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 1,147 | 232 | 0.02% | — | 423 | +1,147 | New | Q1 2026 | May 12, 2026 |
| Legacy Capital Wealth Partners, LLC | History | New | 1,147 | 232 | 0.05% | — | 424 | +1,147 | New | Q1 2026 | May 15, 2026 |
| Empirical Finance, LLC | History | Reduced | 1,138 | 230 | 0.01% | 0.01% | 425 | -5 | -0.44% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 1,134 | 229 | 0.02% | 0.11% | 426 | -5,472 | -82.83% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 1,125 | 227 | 0.05% | 0.07% | 427 | -366 | -24.55% | Q1 2026 | May 12, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Reduced | 1,117 | 226 | 0.05% | 0.07% | 428 | -185 | -14.21% | Q1 2026 | May 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,117 | 225 | 0.0% | 0.0% | 429 | +125 | 12.6% | Q1 2026 | May 08, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 1,100 | 222 | 0.0% | 0.0% | 430 | -1,350 | -55.1% | Q1 2026 | Apr 14, 2026 |
| Inspire Advisors, LLC | History | New | 1,088 | 220 | 0.02% | — | 431 | +1,088 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,083 | 219 | 0.0% | 0.0% | 432 | -32 | -2.87% | Q1 2026 | May 06, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 1,082 | 218 | 0.0% | 0.0% | 433 | -305 | -21.99% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,070 | 216 | 0.0% | 0.0% | 434 | +134 | 14.32% | Q1 2026 | May 11, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | No change | 942 | 215 | 0.56% | 0.56% | 435 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Alpha Family Trust | History | New | 1,060 | 214 | 0.1% | — | 436 | +1,060 | New | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 1,049 | 212 | 0.0% | 0.0% | 437 | +2 | 0.19% | Q1 2026 | May 08, 2026 |
| Sendero Wealth Management, LLC | History | New | 1,036 | 209 | 0.02% | — | 439 | +1,036 | New | Q1 2026 | Apr 22, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 1,034 | 209 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | No change | 1,030 | 208 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,020 | 206 | 0.0% | 0.0% | 441 | +51 | 5.26% | Q1 2026 | Jun 02, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 1,015 | 205 | 0.0% | 0.0% | 442 | -121 | -10.65% | Q1 2026 | May 14, 2026 |
| PATTON FUND MANAGEMENT, INC. | History | Added to | 995 | 201 | 0.03% | 0.03% | 443 | +102 | 11.42% | Q1 2026 | Apr 22, 2026 |
| Alpha Wealth Funds, LLC | History | New | 1,000 | 200 | 0.13% | — | 445 | +1,000 | New | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 991 | 200 | 0.0% | 0.0% | 444 | +73 | 7.95% | Q1 2026 | May 08, 2026 |
| Vestcor Inc | History | No change | 965 | 195 | 0.01% | 0.01% | 446 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 944 | 191 | 0.0% | 0.01% | 447 | -687 | -42.12% | Q1 2026 | Apr 22, 2026 |
| Hills Bank & Trust Co | History | Reduced | 930 | 188 | 0.01% | 0.01% | 448 | -3 | -0.32% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 923 | 186 | 0.01% | 0.01% | 449 | +243 | 35.74% | Q1 2026 | May 15, 2026 |
| MUFG SECURITIES AMERICAS INC. | History | Added to | 907 | 183 | 0.01% | 0.01% | 450 | +24 | 2.72% | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Added to | 892 | 180 | 0.01% | 0.0% | 451 | +620 | 227.94% | Q1 2026 | Apr 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 870 | 176 | 0.01% | 0.01% | 452 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 838 | 169 | 0.0% | 0.0% | 453 | +173 | 26.02% | Q1 2026 | May 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 800 | 161 | 0.01% | 0.19% | 455 | -13,568 | -94.43% | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 798 | 161 | 0.01% | 0.0% | 454 | +738 | 1230.0% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Reduced | 789 | 159 | 0.0% | 0.0% | 456 | -1 | -0.13% | Q1 2026 | Apr 24, 2026 |
| BARD ASSOCIATES INC | History | New | 779 | 157 | 0.04% | — | 457 | +779 | New | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 748 | 151 | 0.01% | 0.0% | 458 | +743 | 14860.0% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 737 | 149 | 0.0% | 0.0% | 459 | +91 | 14.09% | Q1 2026 | Apr 07, 2026 |
| Hilltop National Bank | History | Added to | 708 | 143 | 0.03% | 0.03% | 460 | +154 | 27.8% | Q1 2026 | Apr 02, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 643 | 130 | 0.0% | 0.1% | 461 | -14,326 | -95.7% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Reduced | 616 | 124 | 0.0% | 0.0% | 462 | -1,727 | -73.71% | Q1 2026 | May 14, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 500 | 114 | 0.01% | 0.01% | 463 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| OSSIAM | History | Reduced | 562 | 113 | 0.0% | 0.01% | 464 | -694 | -55.25% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 517 | 104 | 0.01% | 0.0% | 465 | +497 | 2485.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 517 | 104 | 0.0% | 0.0% | 466 | +396 | 327.27% | Q1 2026 | May 14, 2026 |
| Heritage Wealth Advisors | History | New | 505 | 102 | 0.0% | — | 467 | +505 | New | Q1 2026 | May 13, 2026 |
| CNB Bank | History | Reduced | 468 | 94 | 0.04% | 0.05% | 469 | -122 | -20.68% | Q1 2026 | May 06, 2026 |
| HM PAYSON & CO | History | Added to | 467 | 94 | 0.0% | 0.0% | 468 | +68 | 17.04% | Q1 2026 | Apr 13, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 450 | 91 | 0.0% | 0.01% | 470 | -8 | -1.75% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 421 | 85 | 0.0% | 0.0% | 471 | +286 | 211.85% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 416 | 84 | 0.0% | 0.0% | 472 | +231 | 124.86% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 358 | 81 | 0.0% | 0.0% | 473 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 386 | 77 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 371 | 75 | 0.0% | 0.0% | 475 | +178 | 92.23% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 369 | 74 | 0.0% | 0.0% | 476 | +279 | 310.0% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 366 | 74 | 0.0% | 0.0% | 477 | +33 | 9.91% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 315 | 63 | 0.01% | 0.0% | 478 | +298 | 1752.94% | Q1 2026 | May 11, 2026 |
| BankPlus Trust Department | History | No change | 302 | 61 | 0.02% | 0.02% | 479 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 301 | 60 | 0.0% | 0.01% | 480 | -1,449 | -82.8% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 257 | 58 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Arax Advisory Partners | History | Added to | 291 | 57 | 0.0% | 0.0% | 482 | +122 | 72.19% | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 282 | 57 | 0.01% | 0.01% | 483 | +12 | 4.44% | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 276 | 55 | 0.01% | 0.0% | 484 | +260 | 1625.0% | Q1 2026 | Apr 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 255 | 51 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DANSKE BANK A/S | History | Reduced | 240 | 48 | 0.0% | 0.0% | 486 | -120 | -33.33% | Q1 2026 | May 12, 2026 |
| SOA Wealth Advisors, LLC. | History | Reduced | 236 | 47 | 0.01% | 0.01% | 487 | -1 | -0.42% | Q1 2026 | May 20, 2026 |
| MATHER GROUP, LLC. | History | New | 225 | 45 | 0.0% | — | 489 | +225 | New | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 224 | 45 | 0.0% | 0.0% | 488 | -42 | -15.79% | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 217 | 43 | 0.0% | 0.0% | 490 | +75 | 52.82% | Q1 2026 | Apr 13, 2026 |
| Penserra Capital Management LLC | History | Added to | 208 | 42 | 0.0% | 0.0% | 491 | +6 | 2.97% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Added to | 164 | 33 | 0.02% | 0.02% | 492 | +25 | 17.99% | Q1 2026 | May 05, 2026 |
| United Community Bank | History | New | 161 | 32 | 0.01% | — | 494 | +161 | New | Q1 2026 | Apr 24, 2026 |
| NewEdge Advisors, LLC | History | Added to | 161 | 32 | 0.0% | 0.0% | 493 | +2 | 1.26% | Q1 2026 | Jun 02, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 137 | 27 | 0.0% | 0.02% | 495 | -40,807 | -99.67% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 134 | 27 | 0.0% | 0.0% | 496 | +9 | 7.2% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO | History | Reduced | 123 | 25 | 0.0% | 0.0% | 497 | -173 | -58.45% | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | Added to | 126 | 25 | 0.01% | 0.01% | 499 | +46 | 57.5% | Q1 2026 | May 11, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 127 | 25 | 0.0% | 0.0% | 498 | -17 | -11.81% | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 118 | 24 | 0.0% | 0.0% | 500 | -26 | -18.06% | Q1 2026 | Apr 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 109 | 22 | 0.0% | 0.01% | 501 | -639 | -85.43% | Q1 2026 | May 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 108 | 21 | 0.0% | 0.0% | 502 | +33 | 44.0% | Q1 2026 | Apr 30, 2026 |
| Root Financial Partners, LLC | History | Added to | 101 | 20 | 0.0% | 0.0% | 504 | +70 | 225.81% | Q1 2026 | Apr 24, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Reduced | 100 | 20 | 0.0% | 0.01% | 503 | -15 | -13.04% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 95 | 19 | 0.0% | 0.0% | 505 | -226 | -70.4% | Q1 2026 | Apr 30, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 98 | 19 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | Added to | 92 | 18 | 0.01% | — | 508 | +90 | 4500.0% | Q1 2026 | May 21, 2026 |
| CYBER HORNET ETFs LLC | History | Reduced | 90 | 18 | 0.01% | 0.01% | 507 | -20 | -18.18% | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | New | 85 | 17 | 0.0% | — | 512 | +85 | New | Q1 2026 | Apr 15, 2026 |
| True Wealth Design, LLC | History | Added to | 86 | 17 | 0.0% | 0.0% | 511 | +66 | 330.0% | Q1 2026 | Apr 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 85 | 17 | 0.0% | 0.0% | 509 | +35 | 70.0% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | No change | 85 | 17 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | No change | 80 | 16 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TEMA ETFS LLC | History | No change | 83 | 16 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 75 | 15 | 0.01% | — | 516 | +75 | New | Q1 2026 | May 13, 2026 |
| Cromwell Holdings LLC | History | Added to | 75 | 15 | 0.01% | 0.0% | 515 | +69 | 1150.0% | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 72 | 14 | 0.0% | 0.0% | 517 | +45 | 166.67% | Q1 2026 | Apr 23, 2026 |
| Quent Capital, LLC | History | Added to | 70 | 14 | 0.0% | 0.0% | 518 | +13 | 22.81% | Q1 2026 | Apr 28, 2026 |
| WPG Advisers, LLC | History | Reduced | 71 | 14 | 0.01% | 0.01% | 519 | -11 | -13.41% | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | Reduced | 66 | 13 | 0.0% | 0.0% | 520 | -1 | -1.49% | Q1 2026 | Apr 17, 2026 |
| KERR FINANCIAL PLANNING Corp | History | Added to | 56 | 12 | 0.01% | 0.02% | 522 | +2 | 3.7% | Q1 2026 | Apr 29, 2026 |
| Golden State Wealth Management, LLC | History | No change | 62 | 12 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 57 | 11 | 0.0% | 0.0% | 523 | -111 | -66.07% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 56 | 11 | 0.0% | 0.0% | 524 | -66 | -54.1% | Q1 2026 | Apr 13, 2026 |
| ENTRUST FINANCIAL LLC | History | Reduced | 58 | 11 | 0.01% | 0.01% | 528 | -2 | -3.33% | Q1 2026 | May 12, 2026 |
| Centerpoint Advisors, LLC | History | No change | 55 | 11 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 57 | 11 | 0.0% | 0.0% | 526 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Park Place Capital Corp | History | No change | 57 | 11 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | Added to | 52 | 10 | 0.0% | 0.0% | 529 | +34 | 188.89% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 49 | 10 | 0.0% | 0.0% | 531 | +23 | 88.46% | Q1 2026 | Apr 07, 2026 |
| DV EQUITIES, LLC | History | No change | 45 | 10 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 46 | 10 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 46 | 10 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Daytona Street Capital LLC | History | Reduced | 49 | 9 | 0.01% | 0.05% | 537 | -210 | -81.08% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 48 | 9 | 0.0% | 0.0% | 534 | -74 | -60.66% | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 45 | 9 | 0.0% | — | 538 | +45 | New | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 45 | 9 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IMA Advisory Services, Inc. | History | No change | 49 | 9 | 0.0% | 0.0% | 536 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | New | 41 | 8 | 0.0% | — | 540 | +41 | New | Q1 2026 | May 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 41 | 8 | 0.0% | 0.0% | 539 | -11 | -21.15% | Q1 2026 | May 05, 2026 |
| Citizens National Bank Trust Department | History | No change | 35 | 7 | 0.0% | 0.0% | 541 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Manchester Capital Management LLC | History | Added to | 31 | 6 | 0.0% | — | 542 | +28 | 933.33% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Reduced | 31 | 6 | 0.0% | 0.0% | 543 | -4 | -11.43% | Q1 2026 | Apr 22, 2026 |
| SWAN Capital LLC | History | No change | 31 | 6 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | Added to | 29 | 5 | 0.0% | 0.0% | 547 | +3 | 11.54% | Q1 2026 | May 08, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 26 | 5 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Security National Bank | History | No change | 25 | 5 | 0.0% | 0.0% | 546 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 26 | 5 | 0.01% | 0.01% | 548 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 22 | 4 | 0.0% | 0.01% | 553 | -127 | -85.23% | Q1 2026 | May 01, 2026 |
| Ankerstar Wealth, LLC | History | New | 20 | 4 | 0.0% | — | 554 | +20 | New | Q1 2026 | May 13, 2026 |
| First Pacific Financial | History | Added to | 24 | 4 | 0.0% | 0.0% | 551 | +18 | 300.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 26 | 4 | 0.0% | 0.0% | 552 | +1 | 4.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 20 | 4 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 20 | 4 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 16 | 3 | 0.0% | 0.0% | 562 | -408 | -96.23% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | New | 19 | 3 | 0.0% | — | 564 | +19 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 15 | 3 | 0.0% | — | 565 | +15 | New | Q1 2026 | May 19, 2026 |
| Colonial Trust Co / SC | History | Added to | 17 | 3 | 0.0% | — | 560 | +13 | 325.0% | Q1 2026 | May 12, 2026 |
| CVA Family Office, LLC | History | Added to | 15 | 3 | 0.0% | 0.0% | 558 | +10 | 200.0% | Q1 2026 | Apr 29, 2026 |
| Anchor Investment Management, LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 555 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pacific Center for Financial Services | History | No change | 18 | 3 | 0.0% | 0.0% | 556 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 557 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 15 | 3 | 0.0% | 0.0% | 559 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 18 | 3 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advocate Investing Services LLC | History | No change | 19 | 3 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 11 | 2 | 0.0% | 0.0% | 568 | -48 | -81.36% | Q1 2026 | May 12, 2026 |
| Wall Street Financial Group, Inc. | History | New | 14 | 2 | 0.0% | — | 575 | +14 | New | Q1 2026 | May 05, 2026 |
| Whipplewood Advisors, LLC | History | New | 14 | 2 | 0.0% | — | 576 | +14 | New | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 13 | 2 | 0.0% | — | 574 | +13 | New | Q1 2026 | May 08, 2026 |
| J.Safra Asset Management Corp | History | New | 12 | 2 | 0.0% | — | 572 | +12 | New | Q1 2026 | May 04, 2026 |
| Washington Trust Advisors, Inc. | History | New | 10 | 2 | 0.0% | — | 573 | +10 | New | Q1 2026 | Apr 06, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 13 | 2 | 0.0% | 0.0% | 569 | -2 | -13.33% | Q1 2026 | May 08, 2026 |
| RATIONAL ADVISORS, INC. | History | No change | 10 | 2 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BAYBAN | History | No change | 12 | 2 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Reduced | 5 | 1 | 0.0% | 0.0% | 579 | -43 | -89.58% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | Reduced | 9 | 1 | 0.0% | 0.0% | 583 | -35 | -79.55% | Q1 2026 | Apr 10, 2026 |
| Raleigh Capital Management Inc. | History | New | 7 | 1 | 0.0% | — | 588 | +7 | New | Q1 2026 | Apr 28, 2026 |
| Synergy Investment Management, LLC | History | New | 7 | 1 | 0.0% | — | 590 | +7 | New | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 7 | 1 | 0.0% | — | 577 | +6 | 600.0% | Q1 2026 | Apr 17, 2026 |
| NBT BANK N A /NY | History | New | 6 | 1 | 0.0% | — | 586 | +6 | New | Q1 2026 | Apr 28, 2026 |
| NVWM, LLC | History | New | 5 | 1 | 0.0% | — | 587 | +5 | New | Q1 2026 | Apr 27, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 5 | 1 | 0.0% | — | 589 | +5 | New | Q1 2026 | Apr 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 8 | 1 | 0.0% | 0.0% | 585 | +3 | 60.0% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 7 | 1 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Your Advocates Ltd., LLP | History | No change | 8 | 1 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Aspect Partners, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| BERKSHIRE HATHAWAY INC | History | Closed out | 0 | 0 | — | 0.26% | — | -3,068,885 | -100.0% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Closed out | 0 | 0 | — | 0.08% | — | -230,968 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -204,829 | -100.0% | Q1 2026 | May 15, 2026 |
| EULAV Asset Management | History | Closed out | 0 | 0 | — | 0.89% | — | -146,261 | -100.0% | Q1 2026 | May 07, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.55% | — | -90,646 | -100.0% | Q1 2026 | May 15, 2026 |
| WASATCH ADVISORS LP | History | Closed out | 0 | 0 | — | 0.08% | — | -62,293 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PARNASSUS INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -57,094 | -100.0% | Q1 2026 | May 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -45,181 | -100.0% | Q1 2026 | May 15, 2026 |
| Waratah Capital Advisors Ltd. | History | Closed out | 0 | 0 | — | 0.33% | — | -42,500 | -100.0% | Q1 2026 | May 11, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.42% | — | -38,453 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.17% | — | -26,203 | -100.0% | Q1 2026 | May 18, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -24,371 | -100.0% | Q1 2026 | Apr 27, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -21,480 | -100.0% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -19,794 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BAMCO INC /NY/ | History | Closed out | 0 | 0 | — | 0.01% | — | -16,621 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,705 | -100.0% | Q1 2026 | May 14, 2026 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.3% | — | -15,100 | -100.0% | Q1 2026 | May 15, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Closed out | 0 | 0 | — | 0.16% | — | -10,383 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -10,342 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.08% | — | -10,078 | -100.0% | Q1 2026 | May 13, 2026 |
| JGP Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -10,016 | -100.0% | Q1 2026 | Apr 08, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Closed out | 0 | 0 | — | 0.19% | — | -8,623 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.97% | — | -7,612 | -100.0% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,556 | -100.0% | Q1 2026 | May 13, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -7,054 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Aventail Capital Group, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -7,052 | -100.0% | Q1 2026 | May 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.33% | — | -6,160 | -100.0% | Q1 2026 | May 11, 2026 |
| Settian Capital LP | History | Closed out | 0 | 0 | — | 0.88% | — | -5,775 | -100.0% | Q1 2026 | May 05, 2026 |
| Northwest & Ethical Investments L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,095 | -100.0% | Q1 2026 | May 13, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,241 | -100.0% | Q1 2026 | May 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,208 | -100.0% | Q1 2026 | May 07, 2026 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,161 | -100.0% | Q1 2026 | May 14, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.02% | — | -4,083 | -100.0% | Q1 2026 | May 01, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,717 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Marathon Trading Investment Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,700 | -100.0% | Q1 2026 | May 14, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -3,689 | -100.0% | Q1 2026 | May 13, 2026 |
| Machina Capital S.A.S. | History | Closed out | 0 | 0 | — | 0.16% | — | -3,681 | -100.0% | Q1 2026 | May 13, 2026 |
| Qsemble Capital Management, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -3,670 | -100.0% | Q1 2026 | May 07, 2026 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.08% | — | -3,477 | -100.0% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,430 | -100.0% | Q1 2026 | May 14, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -3,422 | -100.0% | Q1 2026 | May 01, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,333 | -100.0% | Q1 2026 | May 06, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,073 | -100.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,013 | -100.0% | Q1 2026 | May 11, 2026 |
| Rakuten Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,924 | -100.0% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,830 | -100.0% | Q1 2026 | May 12, 2026 |
| SUMITOMO LIFE INSURANCE CO | History | Closed out | 0 | 0 | — | 0.02% | — | -2,773 | -100.0% | Q1 2026 | May 12, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -2,515 | -100.0% | Q1 2026 | May 15, 2026 |
| STEVENS CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.2% | — | -2,507 | -100.0% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.13% | — | -2,384 | -100.0% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,328 | -100.0% | Q1 2026 | Apr 30, 2026 |
| EQUITABLE TRUST CO | History | Closed out | 0 | 0 | — | 0.02% | — | -2,305 | -100.0% | Q1 2026 | Apr 30, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.21% | — | -2,301 | -100.0% | Q1 2026 | Apr 30, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,190 | -100.0% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,143 | -100.0% | Q1 2026 | May 08, 2026 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -2,093 | -100.0% | Q1 2026 | Apr 28, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -1,914 | -100.0% | Q1 2026 | May 11, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,794 | -100.0% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,790 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -1,756 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -1,627 | -100.0% | Q1 2026 | May 14, 2026 |
| BENNETT SELBY INVESTMENTS LP | History | Closed out | 0 | 0 | — | 0.11% | — | -1,557 | -100.0% | Q1 2026 | Apr 21, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,359 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,333 | -100.0% | Q1 2026 | May 13, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.13% | — | -1,298 | -100.0% | Q1 2026 | Apr 08, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -1,235 | -100.0% | Q1 2026 | May 08, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -1,194 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,150 | -100.0% | Q1 2026 | May 13, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.1% | — | -1,121 | -100.0% | Q1 2026 | May 15, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,080 | -100.0% | Q1 2026 | May 15, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,061 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealth Advisory Solutions, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,055 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,051 | -100.0% | Q1 2026 | May 01, 2026 |
| 111 Capital | History | Closed out | 0 | 0 | — | 0.05% | — | -1,047 | -100.0% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,022 | -100.0% | Q1 2026 | May 14, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,005 | -100.0% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -956 | -100.0% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -955 | -100.0% | Q1 2026 | May 14, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -942 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Advisor OS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -939 | -100.0% | Q1 2026 | May 07, 2026 |
| TruNorth Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -938 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Chicago Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -920 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -915 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -915 | -100.0% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -898 | -100.0% | Q1 2026 | May 13, 2026 |
| Tributary Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -890 | -100.0% | Q1 2026 | May 04, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -887 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -883 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Wealthfront Advisers LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -876 | -100.0% | Q1 2026 | May 05, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -671 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.02% | — | -459 | -100.0% | Q1 2026 | May 15, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -416 | -100.0% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -330 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -266 | -100.0% | Q1 2026 | May 11, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -166 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | May 11, 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -82 | -100.0% | Q1 2026 | May 07, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 04, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 07, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | May 01, 2026 |
| HOWARD HUGHES MEDICAL INSTITUTE | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4 | 0 | — | 0.0% | — | -6 | -60.0% | Q1 2026 | Apr 20, 2026 |
| Capital Analysts, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 07, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | Reduced | 4 | 0 | — | 0.0% | — | -3 | -42.86% | Q1 2026 | May 05, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q1 2026 | Apr 10, 2026 |
| Fortitude Family Office, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 14, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| Investors Portfolio Services LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 13, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| MidFirst Bank | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| TopTier Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| Luken Investment Analytics, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 12, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| American Capital Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| NBC SECURITIES, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Johnson Financial Group, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bogart Wealth, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NFSG Corp | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Stephens Consulting, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Imprint Wealth LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| INVESTMENT COUNSEL CO OF NEVADA | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |