Post Holdings, Inc. - POST
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 | 5,172,519 | 512,338 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 3,979,802 | 393,443 | 0.01% | 0.01% | 2 | -224,311 | -5.34% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,071,875 | 303,678 | 0.06% | 0.06% | 3 | +114,677 | 3.88% | Q1 2026 | May 07, 2026 |
| Route One Investment Company, L.P. | History | Reduced | 2,950,568 | 291,693 | 12.42% | 11.54% | 4 | -185,900 | -5.93% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,668,814 | 259,408 | 0.02% | 0.02% | 5 | -306,866 | -10.31% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,431,497 | 240,377 | 0.01% | — | 6 | +2,431,497 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,874,037 | 185,267 | 0.0% | — | 7 | +1,874,037 | New | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Added to | 1,766,642 | 174,650 | 0.42% | 0.24% | 8 | +609,100 | 52.62% | Q1 2026 | May 15, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 1,476,638 | 145,981 | 0.9% | 0.91% | 9 | -109,995 | -6.93% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,422,219 | 140,600 | 0.0% | 0.0% | 10 | -58,676 | -3.96% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,392,048 | 137,617 | 0.11% | 0.1% | 11 | +666,061 | 91.75% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,263,594 | 124,918 | 0.11% | 0.11% | 12 | -74,146 | -5.54% | Q1 2026 | May 15, 2026 |
| Clarkston Capital Partners, LLC | History | Reduced | 1,193,067 | 117,946 | 9.0% | 6.58% | 13 | -1,675,300 | -58.41% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 1,147,505 | 113,660 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Added to | 1,044,362 | 103,245 | 0.02% | 0.01% | 15 | +425,968 | 68.88% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 831,169 | 82,169 | 0.0% | 0.0% | 16 | -87,858 | -9.56% | Q1 2026 | May 15, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Reduced | 816,143 | 80,683 | 0.5% | 0.45% | 17 | -77,078 | -8.63% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 806,826 | 79,782 | 0.0% | 0.01% | 18 | -74,167 | -8.42% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 795,423 | 78,635 | 0.0% | 0.01% | 19 | -114,572 | -12.59% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 785,615 | 77,815 | 0.15% | 0.15% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 688,419 | 68,058 | 0.05% | 0.03% | 21 | +394,462 | 134.19% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 560,132 | 55,374 | 0.01% | 0.01% | 22 | -27,642 | -4.7% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 466,298 | 46,098 | 0.01% | 0.01% | 23 | -32,298 | -6.48% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 462,631 | 45,735 | 0.08% | 0.07% | 24 | +135,236 | 41.31% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 458,453 | 45,322 | 0.02% | 0.01% | 25 | +216,352 | 89.36% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 427,198 | 42,232 | 0.05% | 0.01% | 26 | +344,543 | 416.84% | Q1 2026 | May 15, 2026 |
| Junto Capital Management LP | History | New | 407,608 | 40,296 | 0.85% | — | 27 | +407,608 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 388,707 | 38,427 | 0.01% | 0.01% | 28 | -17,236 | -4.25% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 349,960 | 34,135 | 0.02% | 0.01% | 29 | +61,910 | 21.49% | Q1 2026 | May 15, 2026 |
| PYA Waltman Capital, LLC | History | Added to | 329,210 | 32,545 | 9.02% | 7.25% | 30 | +56,677 | 20.8% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 325,780 | 32,206 | 0.02% | 0.02% | 31 | +7,939 | 2.5% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 300,794 | 29,736 | 0.0% | 0.0% | 32 | +6,309 | 2.14% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 300,648 | 29,722 | 0.01% | 0.01% | 33 | -22,012 | -6.82% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 261,266 | 25,828 | 0.01% | — | 34 | +261,266 | New | Q1 2026 | May 08, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 258,688 | 25,573 | 0.03% | 0.03% | 35 | +5,563 | 2.2% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 257,566 | 25,462 | 0.01% | 0.02% | 36 | -157,927 | -38.01% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 256,950 | 25,402 | 0.01% | 0.01% | 37 | -27,481 | -9.66% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 252,108 | 24,923 | 0.02% | 0.02% | 38 | -22,082 | -8.05% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 231,206 | 22,857 | 0.0% | 0.0% | 39 | -45,926 | -16.57% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 229,966 | 22,734 | 0.22% | 0.22% | 40 | -2,716 | -1.17% | Q1 2026 | May 14, 2026 |
| EULAV Asset Management | History | Added to | 225,042 | 22,247 | 0.71% | 0.59% | 41 | +17 | 0.01% | Q1 2026 | May 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 222,748 | 22,020 | 0.0% | 0.0% | 42 | -470 | -0.21% | Q1 2026 | May 11, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 205,943 | 20,359 | 0.16% | 0.09% | 43 | +88,959 | 76.04% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 204,240 | 20,191 | 0.03% | 0.02% | 44 | +37,380 | 22.4% | Q1 2026 | May 13, 2026 |
| BRAUN STACEY ASSOCIATES INC | History | Added to | 200,398 | 19,811 | 0.66% | 0.61% | 45 | +10,551 | 5.56% | Q1 2026 | Apr 22, 2026 |
| H Squared Management LP | History | Added to | 200,387 | 19,810 | 18.26% | 11.03% | 46 | +7,400 | 3.83% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 196,177 | 19,394 | 0.01% | 0.0% | 47 | +190,930 | 3638.84% | Q1 2026 | May 12, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 186,060 | 18,393 | 0.12% | 0.13% | 48 | -7,100 | -3.68% | Q1 2026 | May 14, 2026 |
| Artemis Investment Management LLP | History | Added to | 183,815 | 18,171 | 0.19% | 0.21% | 49 | +4,922 | 2.75% | Q1 2026 | Apr 13, 2026 |
| IRIDIAN ASSET MANAGEMENT LLC/CT | History | Added to | 181,969 | 17,989 | 7.29% | 6.17% | 50 | +12,844 | 7.59% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 187,901 | 17,982 | 0.01% | 0.0% | 51 | +187,406 | 37859.8% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 178,894 | 17,685 | 0.01% | 0.0% | 52 | +141,655 | 380.39% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 171,748 | 16,979 | 0.0% | 0.01% | 53 | -5,205 | -2.94% | Q1 2026 | May 04, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 149,351 | 15,643 | 0.27% | 0.17% | 54 | +55,702 | 59.48% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 154,964 | 15,319 | 0.0% | 0.0% | 55 | -32,382 | -17.28% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 152,239 | 15,050 | 0.0% | 0.0% | 56 | +298 | 0.2% | Q1 2026 | May 06, 2026 |
| Carnegie Investment Counsel | History | Reduced | 145,887 | 14,422 | 0.28% | 0.28% | 57 | -5,999 | -3.95% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 145,210 | 14,355 | 0.0% | 0.0% | 58 | -5,047 | -3.36% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 144,426 | 14,277 | 0.01% | 0.01% | 59 | -11,117 | -7.15% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 140,064 | 13,846 | 0.01% | 0.01% | 60 | +17,515 | 14.29% | Q1 2026 | May 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 134,913 | 13,337 | 0.28% | 0.31% | 61 | -11,871 | -8.09% | Q1 2026 | May 13, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 127,087 | 12,564 | 0.22% | 0.66% | 62 | -269,285 | -67.94% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 124,083 | 12,266 | 0.0% | 0.0% | 63 | +112,447 | 966.37% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 120,115 | 11,874 | 0.01% | 0.01% | 64 | -8,629 | -6.7% | Q1 2026 | May 12, 2026 |
| Wallace Capital Management Inc. | History | Reduced | 118,168 | 11,682 | 1.34% | 1.44% | 65 | -2,290 | -1.9% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 102,443 | 10,127 | 0.01% | 0.01% | 66 | -32,639 | -24.16% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 100,659 | 9,951 | 0.02% | 0.01% | 67 | +76,525 | 317.08% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 95,548 | 9,445 | 0.0% | 0.0% | 68 | +23,044 | 31.78% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 95,511 | 9,443 | 0.0% | 0.0% | 69 | +54,218 | 131.3% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 94,337 | 9,326 | 0.0% | 0.01% | 70 | -8,543 | -8.3% | Q1 2026 | May 04, 2026 |
| Cambria Investment Management, L.P. | History | New | 94,029 | 9,295 | 0.52% | — | 71 | +94,029 | New | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Added to | 86,000 | 8,501 | 0.0% | 0.01% | 72 | +300 | 0.35% | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | New | 83,506 | 8,255 | 0.06% | — | 73 | +83,506 | New | Q1 2026 | May 15, 2026 |
| Cohen Capital Management, Inc. | History | No change | 81,885 | 8,095 | 1.26% | 1.22% | 74 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| COMMERCE BANK | History | Reduced | 79,529 | 7,862 | 0.04% | 0.04% | 75 | -8 | -0.01% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Added to | 74,386 | 7,353 | 0.13% | 0.08% | 76 | +41,889 | 128.9% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 73,200 | 7,236 | 0.26% | 0.27% | 77 | -2,600 | -3.43% | Q1 2026 | Apr 21, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 71,189 | 7,037 | 0.04% | 0.07% | 78 | -61,096 | -46.19% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 70,695 | 6,988 | 0.0% | 0.0% | 79 | +24,904 | 54.39% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 65,454 | 6,470 | 0.01% | 0.0% | 80 | +63,336 | 2990.37% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 64,600 | 6,386 | 0.01% | 0.01% | 81 | +20,050 | 45.01% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 62,551 | 6,183 | 0.0% | 0.0% | 82 | -8,102 | -11.47% | Q1 2026 | May 08, 2026 |
| LGT Fund Management Co Ltd. | History | No change | 61,812 | 6,110 | 0.27% | 0.49% | 83 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 59,027 | 5,835 | 0.03% | 0.01% | 84 | +9,366 | 18.86% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 58,852 | 5,818 | 0.03% | 0.02% | 85 | -4,380 | -6.93% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 58,085 | 5,742 | 0.01% | — | 86 | +58,085 | New | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 55,936 | 5,437 | 0.01% | 0.0% | 87 | +322 | 0.58% | Q1 2026 | May 13, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Reduced | 54,442 | 5,382 | 0.16% | 0.13% | 88 | -6,495 | -10.66% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 53,384 | 5,278 | 0.01% | 0.01% | 89 | -6,905 | -11.45% | Q1 2026 | Apr 27, 2026 |
| Moran Wealth Management, LLC | History | New | 52,897 | 5,229 | 0.16% | — | 90 | +52,897 | New | Q1 2026 | Apr 27, 2026 |
| Retirement Systems of Alabama | History | Reduced | 51,738 | 5,114 | 0.02% | 0.04% | 91 | -72,836 | -58.47% | Q1 2026 | Apr 24, 2026 |
| WINTON GROUP Ltd | History | Added to | 51,307 | 5,072 | 0.18% | 0.15% | 92 | +7,235 | 16.42% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 50,956 | 5,037 | 0.01% | 0.0% | 93 | +9,758 | 23.69% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 49,733 | 4,918 | 0.0% | 0.0% | 94 | -5,827 | -10.49% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 48,136 | 4,767 | 0.0% | 0.0% | 95 | -7,193 | -13.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 46,278 | 4,575 | 0.0% | 0.0% | 96 | -36,642 | -44.19% | Q1 2026 | May 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 45,825 | 4,530 | 0.0% | 0.0% | 97 | -2,448 | -5.07% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 43,501 | 4,298 | 0.0% | 0.0% | 98 | +24,531 | 129.31% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 42,311 | 4,182 | 0.01% | — | 99 | +42,311 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 42,097 | 4,161 | 0.0% | 0.0% | 100 | -8,162 | -16.24% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 40,664 | 4,020 | 0.0% | — | 101 | +40,664 | New | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 40,515 | 4,013 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| US BANCORP \DE\ | History | Added to | 40,237 | 3,977 | 0.0% | 0.0% | 103 | +104 | 0.26% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 39,229 | 3,878 | 0.0% | — | 104 | +39,229 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,560 | 3,515 | 0.0% | 0.0% | 105 | +27,014 | 316.1% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 34,749 | 3,435 | 0.02% | 0.01% | 106 | +7,501 | 27.53% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 34,650 | 3,425 | 0.02% | 0.0% | 107 | +25,528 | 279.85% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 34,528 | 3,382 | 0.0% | 0.0% | 108 | +6,725 | 24.19% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 33,863 | 3,347 | 0.0% | 0.0% | 109 | +3,670 | 12.16% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 32,198 | 3,183 | 0.01% | 0.01% | 110 | -738 | -2.24% | Q1 2026 | May 08, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 31,586 | 3,122 | 0.11% | 0.1% | 111 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Added to | 31,112 | 3,075 | 0.03% | 0.02% | 112 | +5,212 | 20.12% | Q1 2026 | May 04, 2026 |
| Plancorp, LLC | History | Reduced | 30,389 | 3,069 | 0.09% | 0.09% | 113 | -2 | -0.01% | Q1 2026 | Apr 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 29,305 | 2,897 | 0.0% | 0.0% | 114 | +22,580 | 335.76% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 28,336 | 2,789 | 0.0% | 0.0% | 115 | +25,902 | 1064.17% | Q1 2026 | Apr 30, 2026 |
| D L CARLSON INVESTMENT GROUP INC | History | Reduced | 28,116 | 2,779 | 0.48% | 0.48% | 116 | -471 | -1.65% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 26,845 | 2,653 | 0.01% | 0.01% | 117 | -3,385 | -11.2% | Q1 2026 | May 04, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 25,473 | 2,523 | 0.0% | 0.0% | 118 | -2,310 | -8.31% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 23,783 | 2,351 | 0.02% | — | 119 | +23,783 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 22,366 | 2,211 | 0.0% | 0.0% | 120 | -17,442 | -43.82% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 21,937 | 2,168 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 21,796 | 2,154 | 0.0% | 0.0% | 122 | +7,849 | 56.28% | Q1 2026 | May 12, 2026 |
| Boston Partners | History | New | 21,465 | 2,122 | 0.0% | — | 123 | +21,465 | New | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 21,143 | 2,090 | 0.0% | 0.0% | 124 | +14,456 | 216.18% | Q1 2026 | Apr 16, 2026 |
| Gotham Asset Management, LLC | History | Added to | 21,075 | 2,083 | 0.01% | 0.01% | 125 | +4,171 | 24.67% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 21,010 | 2,077 | 0.01% | 0.01% | 126 | +890 | 4.42% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 20,823 | 2,058 | 0.01% | 0.01% | 127 | -2,545 | -10.89% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 20,572 | 2,034 | 0.01% | 0.0% | 128 | +2,961 | 16.81% | Q1 2026 | Apr 22, 2026 |
| Daytona Street Capital LLC | History | Added to | 20,302 | 1,986 | 1.53% | 1.55% | 129 | +220 | 1.1% | Q1 2026 | Apr 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 20,019 | 1,980 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 19,725 | 1,950 | 0.01% | 0.01% | 131 | -600 | -2.95% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 19,562 | 1,933 | 0.03% | 0.03% | 132 | +3,545 | 22.13% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 19,400 | 1,917 | 0.01% | 0.0% | 133 | +7,200 | 59.02% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 19,252 | 1,903 | 0.01% | 0.02% | 134 | -1,736 | -8.27% | Q1 2026 | May 08, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 19,073 | 1,885 | 0.02% | 0.03% | 135 | -2,544 | -11.77% | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 18,935 | 1,871 | 0.02% | 0.02% | 136 | -1,687 | -8.18% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 17,568 | 1,736 | 0.0% | 0.0% | 137 | -61,750 | -77.85% | Q1 2026 | May 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 17,509 | 1,731 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 17,280 | 1,709 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Added to | 16,311 | 1,640 | 0.0% | 0.0% | 140 | +5,092 | 45.39% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 16,561 | 1,637 | 0.0% | 0.0% | 141 | +606 | 3.8% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 15,495 | 1,623 | 0.09% | — | 142 | +15,495 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 16,416 | 1,622 | 0.0% | 0.0% | 143 | +1,867 | 12.83% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 16,173 | 1,598 | 0.02% | 0.02% | 144 | -3,721 | -18.7% | Q1 2026 | May 07, 2026 |
| Magnetar Financial LLC | History | Added to | 15,424 | 1,524 | 0.02% | 0.0% | 145 | +13,338 | 639.41% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Added to | 15,403 | 1,522 | 0.02% | 0.02% | 146 | +1,265 | 8.95% | Q1 2026 | Apr 27, 2026 |
| Qsemble Capital Management, LP | History | New | 15,225 | 1,505 | 0.11% | — | 148 | +15,225 | New | Q1 2026 | May 07, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 15,232 | 1,505 | 0.01% | 0.01% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 14,943 | 1,477 | 0.01% | 0.01% | 149 | -559 | -3.61% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,899 | 1,472 | 0.0% | 0.0% | 150 | -12,010 | -44.63% | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | New | 14,815 | 1,464 | 0.01% | — | 151 | +14,815 | New | Q1 2026 | May 07, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 14,658 | 1,449 | 0.19% | 0.18% | 152 | +193 | 1.33% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 14,648 | 1,448 | 0.0% | 0.0% | 153 | -1,452 | -9.02% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 14,525 | 1,435 | 0.02% | 0.02% | 154 | -251 | -1.7% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 13,667 | 1,353 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 13,410 | 1,325 | 0.0% | 0.02% | 156 | -38,621 | -74.23% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,222 | 1,307 | 0.02% | 0.02% | 157 | -2,190 | -14.21% | Q1 2026 | Apr 24, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 13,206 | 1,305 | 0.01% | 0.01% | 158 | -616 | -4.46% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 12,952 | 1,280 | 0.0% | 0.0% | 159 | -1,855 | -12.53% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,258 | 1,211 | 0.0% | 0.0% | 160 | +11,503 | 1523.58% | Q1 2026 | May 01, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,200 | 1,206 | 0.02% | 0.02% | 161 | -1,000 | -7.58% | Q1 2026 | Apr 20, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 12,037 | 1,189 | 0.0% | 0.0% | 162 | -272 | -2.21% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 12,025 | 1,188 | 0.01% | 0.01% | 163 | +2,301 | 23.66% | Q1 2026 | Apr 23, 2026 |
| Arizona State Retirement System | History | Reduced | 11,940 | 1,180 | 0.01% | 0.01% | 164 | -240 | -1.97% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 11,166 | 1,103 | 0.0% | 0.0% | 165 | -343 | -2.98% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,707 | 1,058 | 0.0% | 0.0% | 166 | +4,155 | 63.42% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 10,688 | 1,056 | 0.0% | — | 167 | +10,688 | New | Q1 2026 | May 08, 2026 |
| FORA Capital, LLC | History | New | 10,651 | 1,053 | 0.08% | — | 168 | +10,651 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,574 | 1,045 | 0.01% | 0.01% | 169 | -1,388 | -11.6% | Q1 2026 | May 01, 2026 |
| Aviso Financial Inc. | History | Added to | 10,560 | 1,043 | 0.04% | 0.04% | 170 | +700 | 7.1% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | New | 10,226 | 1,010 | 0.04% | — | 171 | +10,226 | New | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | New | 10,206 | 1,008 | 0.13% | — | 172 | +10,206 | New | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 10,336 | 1,004 | 0.0% | 0.0% | 173 | +5,466 | 112.24% | Q1 2026 | May 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 10,147 | 1,003 | 0.01% | 0.01% | 174 | -1,100 | -9.78% | Q1 2026 | May 04, 2026 |
| Edgestream Partners, L.P. | History | Added to | 10,053 | 993 | 0.03% | 0.01% | 175 | +6,528 | 185.19% | Q1 2026 | May 18, 2026 |
| SummitTX Capital, L.P. | History | Added to | 9,926 | 981 | 0.03% | 0.01% | 176 | +5,736 | 136.9% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 9,734 | 962 | 0.01% | — | 177 | +9,734 | New | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,508 | 940 | 0.0% | 0.0% | 178 | -1,256 | -11.67% | Q1 2026 | May 01, 2026 |
| MEYER HANDELMAN CO | History | No change | 9,500 | 939 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,481 | 937 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | Added to | 9,462 | 935 | 0.11% | 0.04% | 181 | +6,746 | 248.38% | Q1 2026 | Apr 30, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 9,454 | 934 | 0.01% | 0.01% | 182 | -1,241 | -11.6% | Q1 2026 | May 08, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 9,400 | 929 | 0.03% | 0.03% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Amundi | History | Reduced | 9,094 | 899 | 0.0% | 0.0% | 184 | -71,342 | -88.69% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,751 | 865 | 0.01% | 0.0% | 185 | +3,837 | 78.08% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 8,636 | 853 | 0.0% | 0.0% | 186 | +4,069 | 89.1% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,635 | 853 | 0.01% | 0.01% | 187 | -900 | -9.44% | Q1 2026 | Apr 29, 2026 |
| Hara Capital LLC | History | Added to | 8,377 | 828 | 0.41% | 0.43% | 188 | +580 | 7.44% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 8,373 | 827 | 0.0% | 0.0% | 189 | +346 | 4.31% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 7,911 | 782 | 0.0% | — | 190 | +7,911 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,899 | 781 | 0.01% | 0.01% | 191 | -761 | -8.79% | Q1 2026 | Apr 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 7,771 | 768 | 0.0% | — | 193 | +7,771 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 7,776 | 768 | 0.02% | 0.03% | 192 | -985 | -11.24% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 7,719 | 763 | 0.0% | 0.0% | 194 | -733 | -8.67% | Q1 2026 | Apr 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 7,726 | 763 | 0.01% | 0.01% | 195 | +481 | 6.64% | Q1 2026 | Apr 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 7,488 | 740 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,475 | 738 | 0.0% | 0.0% | 197 | -1,230 | -14.13% | Q1 2026 | Apr 30, 2026 |
| ARQ WEALTH ADVISORS, LLC | History | New | 7,465 | 737 | 0.13% | — | 198 | +7,465 | New | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Added to | 7,329 | 724 | 0.0% | 0.0% | 199 | +3,014 | 69.85% | Q1 2026 | May 14, 2026 |
| Blueshift Asset Management, LLC | History | Added to | 7,090 | 700 | 0.21% | 0.12% | 200 | +2,749 | 63.33% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,903 | 692 | 0.0% | 0.0% | 201 | +809 | 13.28% | Q1 2026 | Apr 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 6,964 | 688 | 0.0% | 0.0% | 202 | +483 | 7.45% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,860 | 678 | 0.0% | 0.0% | 203 | +311 | 4.75% | Q1 2026 | May 13, 2026 |
| Composition Wealth, LLC | History | Reduced | 6,835 | 675 | 0.01% | 0.01% | 204 | -545 | -7.38% | Q1 2026 | Apr 08, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 6,696 | 661 | 0.29% | 0.32% | 205 | -846 | -11.22% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 6,491 | 641 | 0.01% | 0.01% | 206 | -330 | -4.84% | Q1 2026 | May 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 6,300 | 622 | 0.13% | 0.15% | 207 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,262 | 619 | 0.0% | 0.0% | 208 | -977 | -13.5% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,111 | 604 | 0.0% | 0.0% | 209 | -2,811 | -31.51% | Q1 2026 | May 05, 2026 |
| Laurion Capital Management LP | History | Added to | 6,035 | 596 | 0.03% | 0.02% | 210 | +635 | 11.76% | Q1 2026 | May 14, 2026 |
| Alpine Global Management, LLC | History | New | 5,900 | 583 | 0.09% | — | 212 | +5,900 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 5,902 | 583 | 0.0% | 0.0% | 211 | -5,897 | -49.98% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,740 | 567 | 0.0% | 0.0% | 213 | -3,557 | -38.26% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Reduced | 5,661 | 559 | 0.03% | 0.03% | 214 | -1,640 | -22.46% | Q1 2026 | May 15, 2026 |
| SeaBridge Investment Advisors LLC | History | No change | 5,592 | 552 | 0.09% | 0.09% | 215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| XPONANCE LLC | History | Added to | 5,545 | 548 | 0.0% | 0.0% | 216 | +1,055 | 23.5% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | Added to | 5,481 | 541 | 0.06% | 0.02% | 217 | +3,377 | 160.5% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,214 | 515 | 0.02% | 0.02% | 218 | -552 | -9.57% | Q1 2026 | May 13, 2026 |
| Inspire Investing, LLC | History | Added to | 5,213 | 515 | 0.04% | 0.04% | 219 | +494 | 10.47% | Q1 2026 | Apr 23, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 4,800 | 474 | 0.19% | 0.18% | 220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 4,688 | 463 | 0.01% | 0.0% | 221 | +2,010 | 75.06% | Q1 2026 | May 04, 2026 |
| Klingman & Associates, LLC | History | Reduced | 4,673 | 461 | 0.02% | 0.02% | 222 | -352 | -7.0% | Q1 2026 | May 14, 2026 |
| BURNEY CO/ | History | Reduced | 4,551 | 449 | 0.01% | 0.02% | 223 | -736 | -13.92% | Q1 2026 | Apr 29, 2026 |
| Warberg Asset Management LLC | History | No change | 4,500 | 444 | 0.07% | 0.05% | 224 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 4,476 | 442 | 0.0% | — | 225 | +4,476 | New | Q1 2026 | May 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 4,439 | 438 | 0.0% | 0.0% | 226 | -10,066 | -69.4% | Q1 2026 | May 13, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 4,308 | 425 | 0.01% | — | 227 | +4,308 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 4,240 | 419 | 0.0% | 0.0% | 228 | -6 | -0.14% | Q1 2026 | Apr 30, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 4,221 | 417 | 0.0% | 0.0% | 229 | -480 | -10.21% | Q1 2026 | Apr 20, 2026 |
| Argent Trust Co | History | Reduced | 4,224 | 417 | 0.01% | 0.01% | 230 | -25 | -0.59% | Q1 2026 | May 13, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 4,213 | 416 | 0.43% | — | 231 | +4,213 | New | Q1 2026 | May 06, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 4,200 | 415 | 0.0% | 0.0% | 232 | +494 | 13.33% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 4,110 | 407 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Reduced | 4,063 | 401 | 0.01% | 0.01% | 234 | -712 | -14.91% | Q1 2026 | May 13, 2026 |
| TRANSATLANTIQUE PRIVATE WEALTH LLC | History | No change | 4,054 | 401 | 0.13% | 0.13% | 235 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Banque Transatlantique SA | History | New | 4,054 | 400 | 0.01% | — | 236 | +4,054 | New | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | New | 4,001 | 396 | 0.01% | — | 237 | +4,001 | New | Q1 2026 | May 12, 2026 |
| Bison Wealth, LLC | History | Added to | 3,782 | 394 | 0.04% | 0.04% | 238 | +3 | 0.08% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 3,940 | 389 | 0.0% | 0.0% | 239 | +53 | 1.36% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 3,851 | 383 | 0.01% | 0.01% | 240 | +1,000 | 35.08% | Q1 2026 | Apr 17, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 3,872 | 382 | 0.0% | 0.0% | 241 | -200 | -4.91% | Q1 2026 | May 08, 2026 |
| Chicago Partners Investment Group LLC | History | New | 3,619 | 377 | 0.01% | — | 243 | +3,619 | New | Q1 2026 | May 04, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,816 | 377 | 0.0% | 0.0% | 242 | -444 | -10.42% | Q1 2026 | May 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 3,784 | 374 | 0.0% | 0.0% | 244 | +638 | 20.28% | Q1 2026 | May 11, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,757 | 371 | 0.0% | — | 245 | +3,757 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Added to | 3,592 | 355 | 0.0% | 0.0% | 246 | +717 | 24.94% | Q1 2026 | May 13, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 3,508 | 346 | 0.16% | 0.16% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | New | 3,495 | 345 | 0.0% | — | 248 | +3,495 | New | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 3,432 | 339 | 0.03% | — | 249 | +3,432 | New | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,398 | 336 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Welch Group, LLC | History | No change | 3,400 | 336 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 3,307 | 326 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INCEPTIONR LLC | History | New | 3,260 | 322 | 0.08% | — | 254 | +3,260 | New | Q1 2026 | May 14, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 3,265 | 322 | 0.01% | 0.01% | 253 | +334 | 11.4% | Q1 2026 | Apr 30, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 3,201 | 316 | 0.04% | 0.04% | 255 | +21 | 0.66% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | New | 3,195 | 315 | 0.0% | — | 256 | +3,195 | New | Q1 2026 | May 05, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 3,110 | 307 | 0.01% | 0.01% | 257 | -370 | -10.63% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | New | 3,050 | 302 | 0.01% | — | 258 | +3,050 | New | Q1 2026 | May 11, 2026 |
| CERTUITY, LLC | History | New | 3,002 | 296 | 0.02% | — | 259 | +3,002 | New | Q1 2026 | May 11, 2026 |
| Calamos Advisors LLC | History | New | 2,982 | 294 | 0.0% | — | 260 | +2,982 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 2,982 | 294 | 0.01% | — | 261 | +2,982 | New | Q1 2026 | May 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,934 | 290 | 0.03% | 0.02% | 263 | +1,199 | 69.11% | Q1 2026 | Apr 06, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 2,934 | 290 | 0.01% | 0.01% | 262 | +33 | 1.14% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 2,912 | 287 | 0.03% | 0.03% | 264 | -235 | -7.47% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Added to | 2,902 | 286 | 0.0% | 0.0% | 265 | +690 | 31.19% | Q1 2026 | May 05, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,864 | 283 | 0.0% | 0.0% | 266 | +831 | 40.88% | Q1 2026 | May 14, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 2,865 | 283 | 0.09% | 0.08% | 267 | +262 | 10.07% | Q1 2026 | Apr 28, 2026 |
| nVerses Capital, LLC | History | New | 2,840 | 280 | 0.25% | — | 269 | +2,840 | New | Q1 2026 | May 13, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,834 | 280 | 0.0% | 0.0% | 268 | +459 | 19.33% | Q1 2026 | Apr 20, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 2,825 | 279 | 0.0% | 0.01% | 270 | -4,115 | -59.29% | Q1 2026 | Apr 13, 2026 |
| Savant Capital, LLC | History | Added to | 2,822 | 278 | 0.0% | 0.0% | 271 | +551 | 24.26% | Q1 2026 | May 04, 2026 |
| Vident Advisory, LLC | History | Reduced | 2,795 | 276 | 0.0% | 0.0% | 272 | -1,771 | -38.79% | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 2,760 | 272 | 0.02% | — | 274 | +2,760 | New | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Reduced | 2,757 | 272 | 0.01% | 0.02% | 273 | -1,904 | -40.85% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 2,575 | 254 | 0.0% | 0.0% | 275 | -204 | -7.34% | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 2,500 | 247 | 0.0% | 0.0% | 276 | -673 | -21.21% | Q1 2026 | Apr 27, 2026 |
| Vise Technologies, Inc. | History | No change | 2,480 | 245 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Utah Retirement Systems | History | Reduced | 2,447 | 241 | 0.0% | 0.0% | 278 | -219 | -8.21% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 2,414 | 238 | 0.01% | 0.01% | 279 | +162 | 7.19% | Q1 2026 | Apr 21, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,400 | 237 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | New | 2,369 | 234 | 0.01% | — | 281 | +2,369 | New | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,351 | 232 | 0.0% | 0.0% | 282 | -420 | -15.16% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,319 | 229 | 0.0% | 0.0% | 283 | +263 | 12.79% | Q1 2026 | May 14, 2026 |
| 3Chopt Investment Partners, LLC | History | Reduced | 2,283 | 225 | 0.05% | 0.08% | 284 | -1,240 | -35.2% | Q1 2026 | Apr 23, 2026 |
| AlphaQuest LLC | History | No change | 2,268 | 224 | 0.01% | 0.01% | 285 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Crestwood Advisors Group, LLC | History | New | 2,250 | 222 | 0.0% | — | 287 | +2,250 | New | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 2,253 | 222 | 0.0% | 0.0% | 286 | +87 | 4.02% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 2,241 | 221 | 0.0% | 0.0% | 288 | +305 | 15.75% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 2,200 | 217 | 0.0% | 0.0% | 289 | -3,623 | -62.22% | Q1 2026 | May 08, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 2,200 | 217 | 0.05% | 0.05% | 290 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Optas, LLC | History | Reduced | 2,180 | 215 | 0.03% | 0.04% | 292 | -685 | -23.91% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Reduced | 2,181 | 215 | 0.0% | 0.0% | 291 | -311 | -12.48% | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,172 | 214 | 0.0% | 0.0% | 293 | -6 | -0.28% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,163 | 213 | 0.0% | 0.0% | 294 | -3,087 | -58.8% | Q1 2026 | May 08, 2026 |
| DGS Capital Management, LLC | History | New | 2,142 | 211 | 0.03% | — | 295 | +2,142 | New | Q1 2026 | Apr 28, 2026 |
| CAPITAL & PLANNING, LLC | History | New | 2,119 | 209 | 0.13% | — | 297 | +2,119 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,123 | 209 | 0.01% | 0.01% | 296 | -57 | -2.61% | Q1 2026 | May 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 2,100 | 208 | 0.01% | — | 299 | +2,100 | New | Q1 2026 | Apr 28, 2026 |
| Claret Asset Management Corp | History | No change | 2,105 | 208 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 2,102 | 207 | 0.0% | — | 300 | +2,102 | New | Q1 2026 | May 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 2,094 | 207 | 0.04% | — | 301 | +2,094 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 2,092 | 206 | 0.0% | 0.0% | 302 | -29 | -1.37% | Q1 2026 | Apr 27, 2026 |
| DnB Asset Management AS | History | New | 2,071 | 204 | 0.0% | — | 303 | +2,071 | New | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | New | 2,010 | 198 | 0.01% | — | 304 | +2,010 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,931 | 190 | 0.0% | 0.01% | 305 | -417 | -17.76% | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | No change | 1,872 | 185 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,656 | 163 | 0.0% | 0.0% | 307 | -1,323 | -44.41% | Q1 2026 | Apr 22, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 75,000 | 159 | 0.05% | 0.01% | 308 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Leonteq Securities AG | History | Added to | 1,574 | 155 | 0.01% | 0.0% | 309 | +45 | 2.94% | Q1 2026 | Apr 27, 2026 |
| KBC Group NV | History | No change | 1,313 | 130 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 1,292 | 127 | 0.01% | 0.01% | 311 | +69 | 5.64% | Q1 2026 | Apr 06, 2026 |
| STRS OHIO | History | Reduced | 1,102 | 108 | 0.0% | 0.0% | 312 | -60 | -5.16% | Q1 2026 | Apr 24, 2026 |
| CENTRAL TRUST Co | History | No change | 1,050 | 103 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 1,050 | 103 | 0.01% | 0.01% | 314 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 1,041 | 102 | 0.02% | 0.14% | 316 | -9,028 | -89.66% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,035 | 102 | 0.01% | 0.01% | 315 | -471 | -31.27% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 865 | 100 | 0.03% | 0.1% | 317 | -1,329 | -60.57% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 953 | 94 | 0.0% | 0.0% | 318 | +197 | 26.06% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 920 | 90 | 0.0% | 0.0% | 319 | +350 | 61.4% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 895 | 88 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 790 | 78 | 0.0% | 0.0% | 321 | +228 | 40.57% | Q1 2026 | May 14, 2026 |
| ATWOOD & PALMER INC | History | Reduced | 716 | 70 | 0.0% | 0.01% | 322 | -200 | -21.83% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Added to | 701 | 69 | 0.0% | 0.0% | 323 | +434 | 162.55% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 696 | 68 | 0.0% | — | 324 | +696 | New | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | Added to | 646 | 63 | 0.0% | 0.0% | 325 | +313 | 93.99% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 616 | 60 | 0.0% | 0.0% | 326 | +572 | 1300.0% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 572 | 56 | 0.0% | 0.0% | 327 | -161 | -21.96% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 521 | 51 | 0.0% | 0.0% | 328 | -1,704 | -76.58% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 484 | 47 | 0.0% | 0.0% | 329 | -137 | -22.06% | Q1 2026 | May 07, 2026 |
| Covestor Ltd | History | Reduced | 475 | 47 | 0.03% | 0.03% | 330 | -110 | -18.8% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 367 | 36 | 0.0% | 0.0% | 331 | +168 | 84.42% | Q1 2026 | May 01, 2026 |
| Altshuler Shaham Ltd | History | Added to | 332 | 32 | 0.0% | 0.0% | 332 | +89 | 36.63% | Q1 2026 | May 18, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,758 | 31 | 0.0% | 0.0% | 333 | -698 | -12.79% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 315 | 31 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 305 | 30 | 0.0% | 0.0% | 335 | -27 | -8.13% | Q1 2026 | Apr 13, 2026 |
| High Note Wealth, LLC | History | Reduced | 298 | 29 | 0.01% | 0.01% | 336 | -40 | -11.83% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 288 | 28 | 0.0% | 0.0% | 337 | -113 | -28.18% | Q1 2026 | Apr 07, 2026 |
| Fortitude Family Office, LLC | History | Added to | 289 | 28 | 0.01% | 0.01% | 338 | +9 | 3.21% | Q1 2026 | Apr 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 282 | 27 | 0.0% | — | 340 | +282 | New | Q1 2026 | Apr 30, 2026 |
| LRI Investments, LLC | History | Added to | 283 | 27 | 0.0% | 0.0% | 339 | +117 | 70.48% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 256 | 25 | 0.0% | 0.0% | 341 | +100 | 64.1% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 246 | 24 | 0.0% | 0.0% | 342 | +75 | 43.86% | Q1 2026 | Apr 24, 2026 |
| Meramec Financial Planners, LLC | History | No change | 238 | 24 | 0.01% | 0.01% | 343 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bayforest Capital Ltd | History | New | 235 | 23 | 0.03% | — | 346 | +235 | New | Q1 2026 | Apr 15, 2026 |
| Crewe Advisors LLC | History | No change | 240 | 23 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 242 | 23 | 0.01% | 0.01% | 345 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 224 | 22 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 206 | 20 | 0.0% | 0.0% | 348 | -84 | -28.97% | Q1 2026 | Apr 07, 2026 |
| Motiv8 Investments LLC | History | No change | 188 | 19 | 0.01% | 0.01% | 349 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 183 | 18 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CONSULTIVA WEALTH MANAGEMENT, CORP. | History | No change | 190 | 18 | 0.05% | 0.05% | 351 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 181 | 17 | 0.0% | 0.0% | 352 | -3,054 | -94.4% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Added to | 179 | 17 | 0.01% | 0.01% | 353 | +67 | 59.82% | Q1 2026 | Apr 29, 2026 |
| CX Institutional | History | No change | 166 | 16 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 155 | 15 | 0.0% | — | 355 | +155 | New | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 153 | 14 | 0.0% | 0.0% | 357 | -58 | -27.49% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 147 | 14 | 0.0% | 0.0% | 356 | +19 | 14.84% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 133 | 13 | 0.0% | 0.0% | 358 | -909 | -87.24% | Q1 2026 | Apr 27, 2026 |
| Fairscale Capital, LLC | History | No change | 132 | 13 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 129 | 12 | 0.0% | 0.0% | 360 | +65 | 101.56% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 117 | 11 | 0.0% | 0.0% | 361 | +31 | 36.05% | Q1 2026 | May 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 104 | 10 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | No change | 111 | 10 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 93 | 9 | 0.0% | — | 366 | +93 | New | Q1 2026 | May 08, 2026 |
| Stephens Consulting, LLC | History | No change | 100 | 9 | 0.0% | 0.0% | 364 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 100 | 9 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 87 | 8 | 0.0% | 0.0% | 367 | +5 | 6.1% | Q1 2026 | Apr 17, 2026 |
| Kilter Group LLC | History | New | 73 | 7 | 0.0% | — | 368 | +73 | New | Q1 2026 | May 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 65 | 6 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 64 | 6 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 59 | 6 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 64 | 6 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 60 | 5 | 0.0% | — | 376 | +53 | 757.14% | Q1 2026 | Apr 02, 2026 |
| MATHER GROUP, LLC. | History | New | 53 | 5 | 0.0% | — | 377 | +53 | New | Q1 2026 | Apr 13, 2026 |
| CVA Family Office, LLC | History | New | 53 | 5 | 0.0% | — | 378 | +53 | New | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 51 | 5 | 0.0% | 0.0% | 374 | -28 | -35.44% | Q1 2026 | Apr 20, 2026 |
| Smithfield Trust Co | History | No change | 75 | 5 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legacy Bridge, LLC | History | No change | 58 | 5 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | Reduced | 43 | 4 | 0.0% | 0.0% | 382 | -43 | -50.0% | Q1 2026 | Apr 06, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 47 | 4 | 0.0% | 0.0% | 384 | -5 | -9.62% | Q1 2026 | Apr 07, 2026 |
| ADIRONDACK TRUST CO | History | No change | 50 | 4 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 42 | 4 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 40 | 4 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 50 | 4 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Elequin Capital, LP | History | Reduced | 35 | 3 | 0.0% | 0.0% | 387 | -48 | -57.83% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 32 | 3 | 0.0% | 0.0% | 388 | -25 | -43.86% | Q1 2026 | Apr 13, 2026 |
| Hartford Financial Management Inc. | History | No change | 39 | 3 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fairman Group, LLC | History | No change | 33 | 3 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 23 | 2 | 0.0% | 0.0% | 390 | -80 | -77.67% | Q1 2026 | May 15, 2026 |
| Clearstead Trust, LLC | History | New | 26 | 2 | 0.0% | — | 393 | +26 | New | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 24 | 2 | 0.0% | 0.0% | 392 | -11 | -31.43% | Q1 2026 | May 07, 2026 |
| SFAM, LLC | History | No change | 22 | 2 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sapience Investments, LLC | History | Reduced | 19 | 1 | 0.13% | 1.39% | 401 | -3,699 | -99.49% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 16 | 1 | 0.0% | 0.0% | 394 | -1,718 | -99.08% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 12 | 1 | 0.0% | 0.0% | 407 | -152 | -92.68% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 395 | -142 | -90.45% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 15 | 1 | 0.0% | 0.0% | 400 | -94 | -86.24% | Q1 2026 | Apr 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 20 | 1 | 0.0% | — | 414 | +20 | New | Q1 2026 | Apr 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 18 | 1 | 0.0% | — | 413 | +18 | New | Q1 2026 | Apr 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 408 | -8 | -33.33% | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | Reduced | 14 | 1 | 0.0% | 0.0% | 396 | -7 | -33.33% | Q1 2026 | Apr 23, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 14 | 1 | 0.0% | — | 403 | +7 | 100.0% | Q1 2026 | Apr 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 12 | 1 | 0.0% | — | 404 | +7 | 140.0% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 15 | 1 | 0.0% | — | 402 | +5 | 50.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Reduced | 16 | 1 | 0.0% | 0.0% | 412 | -2 | -11.11% | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 11 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financial Management Professionals, Inc. | History | No change | 18 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Trust Co | History | No change | 19 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Key FInancial Inc | History | No change | 20 | 1 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ORG Partners LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Financial Perspectives, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.01% | — | -192,517 | -100.0% | Q1 2026 | May 14, 2026 |
| ADAMS DIVERSIFIED EQUITY FUND, INC. | History | Closed out | 0 | 0 | — | 0.35% | — | -105,300 | -100.0% | Q1 2026 | Apr 22, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.25% | — | -78,486 | -100.0% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,935 | -100.0% | Q1 2026 | May 11, 2026 |
| ANDERSON HOAGLAND & CO | History | Closed out | 0 | 0 | — | 0.21% | — | -25,109 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -24,485 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -24,249 | -100.0% | Q1 2026 | May 14, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,736 | -100.0% | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -10,726 | -100.0% | Q1 2026 | May 04, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -10,562 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,749 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,722 | -100.0% | Q1 2026 | May 06, 2026 |
| Optimize Financial Inc | History | Closed out | 0 | 0 | — | 0.28% | — | -5,601 | -100.0% | Q1 2026 | May 12, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -5,589 | -100.0% | Q1 2026 | May 14, 2026 |
| Three Seasons Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,084 | -100.0% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.01% | — | -4,852 | -100.0% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -3,728 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,526 | -100.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,972 | -100.0% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,773 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,472 | -100.0% | Q1 2026 | May 14, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,355 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,261 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,041 | -100.0% | Q1 2026 | May 11, 2026 |
| Discipline Wealth Solutions, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,022 | -100.0% | Q1 2026 | Apr 17, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,904 | -100.0% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -1,896 | -100.0% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -679 | -100.0% | Q1 2026 | May 11, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Highlander Partners, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -335 | -100.0% | Q1 2026 | Apr 14, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -204 | -100.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -170 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 7 | 0 | — | 0.01% | — | -145 | -95.39% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59 | -100.0% | Q1 2026 | May 06, 2026 |
| Pinnacle Bancorp, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 05, 2026 |
| Bare Financial Services, Inc | History | Reduced | 10 | 0 | — | 0.0% | — | -19 | -65.52% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 07, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -5 | -45.45% | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 28, 2026 |
| JPL Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 01, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 10 | 0 | — | — | — | +3 | 42.86% | Q1 2026 | Apr 23, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| Cromwell Holdings LLC | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q1 2026 | Apr 30, 2026 |
| Hughes Financial Services, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q1 2026 | May 14, 2026 |
| NBT BANK N A /NY | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 30, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| Rakuten Securities, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 01, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HFM Investment Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| McMillan Office, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |