PRICESMART INC - PSMT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 4,087,992 | 615,242 | 0.01% | 0.01% | 1 | +238,899 | 6.21% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 3,205,640 | 393,235 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,802,791 | 271,320 | 0.01% | — | 3 | +1,802,791 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 1,722,026 | 259,164 | 0.01% | 0.01% | 4 | +294,023 | 20.59% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,453,112 | 218,693 | 0.11% | 0.08% | 5 | +115,185 | 8.61% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,232,619 | 185,504 | 0.04% | 0.03% | 6 | -28,041 | -2.22% | Q1 2026 | May 07, 2026 |
| Black Creek Investment Management Inc. | History | Reduced | 1,164,834 | 175,307 | 9.41% | 9.97% | 7 | -473,785 | -28.91% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,157,033 | 174,133 | 0.0% | — | 8 | +1,157,033 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,017,312 | 153,105 | 0.01% | 0.0% | 9 | -2,235 | -0.22% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 795,510 | 119,741 | 0.01% | 0.01% | 10 | +32,249 | 4.23% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 752,615 | 113,268 | 0.08% | 0.07% | 11 | -19,981 | -2.59% | Q1 2026 | May 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 638,913 | 96,156 | 2.14% | 1.79% | 12 | -14,495 | -2.22% | Q1 2026 | May 06, 2026 |
| River Road Asset Management, LLC | History | Reduced | 601,178 | 90,477 | 1.03% | 0.97% | 13 | -118,222 | -16.43% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Added to | 526,677 | 79,264 | 0.01% | 0.01% | 14 | +3,418 | 0.65% | Q1 2026 | May 12, 2026 |
| Pertento Partners LLP | History | Added to | 524,656 | 78,960 | 5.78% | 5.63% | 15 | +36,269 | 7.43% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 485,132 | 73,012 | 0.0% | 0.0% | 16 | -10,667 | -2.15% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 391,509 | 58,922 | 0.01% | 0.01% | 17 | -14,183 | -3.5% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 367,943 | 55,375 | 0.04% | 0.04% | 18 | -206,320 | -35.93% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 320,481 | 48,232 | 0.02% | 0.01% | 19 | +103,481 | 47.69% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 320,154 | 48,183 | 0.01% | 0.01% | 20 | -1,670 | -0.52% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 295,859 | 44,526 | 0.01% | 0.01% | 21 | +110,218 | 59.37% | Q1 2026 | May 15, 2026 |
| Progeny 3, Inc. | History | Added to | 272,100 | 40,951 | 2.19% | 1.52% | 22 | +42,500 | 18.51% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 257,970 | 38,824 | 0.1% | 0.09% | 23 | -35,218 | -12.01% | Q1 2026 | May 14, 2026 |
| Boston Trust Walden Corp | History | Reduced | 228,204 | 34,344 | 0.28% | 0.24% | 24 | -30,046 | -11.63% | Q1 2026 | Apr 24, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 227,743 | 34,275 | 0.1% | 0.09% | 25 | -31,886 | -12.28% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 223,342 | 33,614 | 0.0% | 0.0% | 26 | +601 | 0.27% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 200,300 | 30,145 | 0.01% | 0.0% | 27 | -5,686 | -2.76% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 197,295 | 29,693 | 0.05% | 0.04% | 28 | -8,042 | -3.92% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 183,665 | 27,641 | 0.03% | 0.01% | 29 | +101,569 | 123.72% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 183,657 | 27,640 | 0.0% | 0.0% | 30 | -39,648 | -17.76% | Q1 2026 | May 15, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 183,149 | 27,564 | 0.17% | 0.13% | 31 | -6,868 | -3.61% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 176,493 | 26,562 | 0.01% | — | 32 | +176,493 | New | Q1 2026 | May 08, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 174,846 | 26,314 | 0.19% | 0.15% | 33 | -1,501 | -0.85% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 174,499 | 26,262 | 0.0% | 0.0% | 34 | +99,820 | 133.67% | Q1 2026 | May 05, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 162,525 | 24,461 | 0.02% | 0.0% | 35 | +157,070 | 2879.38% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 162,193 | 24,410 | 1.41% | 1.14% | 36 | +2,568 | 1.61% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 143,146 | 21,543 | 0.0% | 0.0% | 37 | +13,540 | 10.45% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 136,275 | 20,567 | 0.02% | 0.03% | 38 | -111,293 | -44.95% | Q1 2026 | May 11, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 135,840 | 20,443 | 0.01% | 0.01% | 39 | -3,613 | -2.59% | Q1 2026 | May 04, 2026 |
| E. Ohman J:or Asset Management AB | History | Added to | 131,990 | 19,864 | 0.52% | 0.06% | 40 | +111,362 | 539.86% | Q1 2026 | Apr 16, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 130,622 | 19,658 | 0.0% | 0.0% | 41 | -42,855 | -24.7% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 126,703 | 19,068 | 0.03% | 0.01% | 42 | +94,453 | 292.88% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 119,976 | 18,056 | 0.0% | 0.0% | 43 | +2,922 | 2.5% | Q1 2026 | May 04, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 114,853 | 17,285 | 2.07% | 2.22% | 44 | -35,024 | -23.37% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 108,072 | 16,264 | 0.0% | 0.0% | 45 | +97,534 | 925.55% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 90,346 | 13,597 | 0.04% | 0.04% | 46 | +2,754 | 3.14% | Q1 2026 | May 13, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 82,600 | 12,431 | 0.45% | 0.37% | 47 | -2,900 | -3.39% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 81,477 | 12,262 | 0.1% | 0.07% | 48 | +820 | 1.02% | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 78,767 | 11,854 | 0.04% | 0.04% | 49 | -21,636 | -21.55% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 68,709 | 10,340 | 0.01% | 0.01% | 50 | -2,479 | -3.48% | Q1 2026 | May 12, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Reduced | 64,478 | 9,703 | 1.0% | 1.61% | 51 | -64,749 | -50.1% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 63,674 | 9,582 | 0.0% | 0.0% | 52 | +615 | 0.98% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 63,444 | 9,548 | 0.0% | 0.0% | 53 | -4,217 | -6.23% | Q1 2026 | May 14, 2026 |
| BURNEY CO/ | History | Reduced | 63,336 | 9,532 | 0.3% | 0.38% | 54 | -35,111 | -35.66% | Q1 2026 | Apr 29, 2026 |
| Legal & General Group Plc | History | Reduced | 63,065 | 9,491 | 0.0% | 0.0% | 55 | -4,711 | -6.95% | Q1 2026 | May 08, 2026 |
| Lombard Odier Asset Management (Europe) Ltd | History | Added to | 61,512 | 9,257 | 0.51% | 0.37% | 56 | +727 | 1.2% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 57,635 | 8,674 | 0.01% | 0.0% | 57 | +50,446 | 701.71% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 57,466 | 8,648 | 0.0% | 0.0% | 58 | +55,247 | 2489.73% | Q1 2026 | May 12, 2026 |
| Vest Financial, LLC | History | Added to | 56,895 | 8,562 | 0.1% | 0.09% | 59 | +1,108 | 1.99% | Q1 2026 | Apr 23, 2026 |
| SEI INVESTMENTS CO | History | Added to | 55,561 | 8,362 | 0.01% | 0.01% | 60 | +202 | 0.36% | Q1 2026 | May 13, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 55,357 | 8,331 | 0.03% | 0.02% | 61 | -1,093 | -1.94% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 55,462 | 8,217 | 0.0% | 0.0% | 62 | +5,759 | 11.59% | Q1 2026 | May 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | New | 52,991 | 7,975 | 0.03% | — | 63 | +52,991 | New | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 52,921 | 7,964 | 0.0% | 0.0% | 64 | +386 | 0.73% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | Added to | 51,900 | 7,810 | 0.0% | 0.0% | 65 | +300 | 0.58% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 51,838 | 7,801 | 0.01% | 0.0% | 66 | +28,308 | 120.31% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 48,759 | 7,338 | 0.03% | 0.02% | 67 | -1,169 | -2.34% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 43,088 | 6,484 | 0.0% | 0.0% | 68 | +15,136 | 54.15% | Q1 2026 | May 12, 2026 |
| Edgestream Partners, L.P. | History | New | 40,365 | 6,074 | 0.2% | — | 69 | +40,365 | New | Q1 2026 | May 18, 2026 |
| Caption Management, LLC | History | New | 40,000 | 6,020 | 0.04% | — | 70 | +40,000 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 37,755 | 5,682 | 0.0% | 0.0% | 71 | +28,555 | 310.38% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 37,733 | 5,678 | 0.0% | 0.0% | 72 | +1,554 | 4.3% | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | No change | 37,708 | 5,675 | 0.11% | 0.09% | 73 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 36,847 | 5,545 | 0.08% | 0.02% | 74 | +26,250 | 247.71% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 36,611 | 5,509 | 0.01% | 0.01% | 75 | +798 | 2.23% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 35,195 | 5,296 | 0.0% | 0.0% | 76 | -21,879 | -38.33% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | New | 34,321 | 5,165 | 0.03% | — | 77 | +34,321 | New | Q1 2026 | May 14, 2026 |
| Nitorum Capital, L.P. | History | Reduced | 31,875 | 4,797 | 4.21% | 4.37% | 78 | -129,101 | -80.2% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 31,287 | 4,708 | 0.0% | 0.0% | 79 | -1,659 | -5.04% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 30,720 | 4,623 | 0.0% | 0.0% | 80 | +5,680 | 22.68% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 28,984 | 4,362 | 0.01% | 0.0% | 81 | +28,502 | 5913.28% | Q1 2026 | May 01, 2026 |
| Calamos Advisors LLC | History | New | 27,675 | 4,165 | 0.01% | — | 82 | +27,675 | New | Q1 2026 | May 04, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 27,598 | 4,153 | 0.34% | 0.33% | 83 | -7,063 | -20.38% | Q1 2026 | Apr 28, 2026 |
| COMERICA BANK | History | No change | 33,224 | 4,075 | 0.02% | 0.02% | 84 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 25,378 | 3,819 | 0.0% | — | 85 | +25,378 | New | Q1 2026 | May 08, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 23,877 | 3,593 | 0.24% | 0.18% | 86 | +321 | 1.36% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 23,729 | 3,571 | 0.0% | 0.0% | 87 | -476 | -1.97% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 29,093 | 3,568 | 0.0% | 0.0% | 88 | +44 | 0.15% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,416 | 3,524 | 0.0% | 0.0% | 89 | +2,458 | 11.73% | Q1 2026 | May 06, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 22,851 | 3,439 | 0.33% | 0.36% | 90 | -8,532 | -27.19% | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 22,294 | 3,355 | 0.05% | 0.04% | 91 | +3,099 | 16.14% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 21,816 | 3,283 | 0.08% | 0.08% | 92 | -2,721 | -11.09% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 21,511 | 3,237 | 0.01% | 0.0% | 93 | -1,488 | -6.47% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | New | 21,239 | 3,196 | 0.0% | — | 94 | +21,239 | New | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 20,739 | 3,121 | 0.02% | — | 95 | +20,739 | New | Q1 2026 | May 15, 2026 |
| Hedeker Wealth, LLC | History | New | 19,365 | 2,914 | 0.62% | — | 96 | +19,365 | New | Q1 2026 | May 11, 2026 |
| DDD Partners, LLC | History | New | 18,858 | 2,838 | 0.2% | — | 97 | +18,858 | New | Q1 2026 | Apr 28, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 18,532 | 2,789 | 0.04% | 0.05% | 98 | -3,317 | -15.18% | Q1 2026 | May 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 18,256 | 2,747 | 0.01% | 0.0% | 99 | -1,708 | -8.56% | Q1 2026 | May 08, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 18,241 | 2,745 | 0.01% | 0.01% | 100 | +220 | 1.22% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 17,561 | 2,643 | 0.01% | 0.0% | 101 | -19 | -0.11% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 16,852 | 2,536 | 0.0% | 0.0% | 102 | -538 | -3.09% | Q1 2026 | May 01, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 16,672 | 2,509 | 0.24% | 0.11% | 103 | +8,168 | 96.05% | Q1 2026 | Apr 10, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 16,100 | 2,423 | 0.0% | 0.0% | 104 | +3,700 | 29.84% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 14,773 | 2,223 | 0.0% | 0.0% | 105 | +722 | 5.14% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 14,706 | 2,213 | 0.01% | 0.01% | 106 | -3,881 | -20.88% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 14,248 | 2,144 | 0.0% | 0.0% | 107 | -25,800 | -64.42% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 14,051 | 2,114 | 0.01% | 0.01% | 108 | -330 | -2.29% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,677 | 2,057 | 0.02% | 0.02% | 109 | -487 | -3.44% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 13,526 | 2,035 | 0.03% | 0.02% | 110 | +321 | 2.43% | Q1 2026 | May 05, 2026 |
| Aubrey Capital Management Ltd | History | New | 13,300 | 2,001 | 1.07% | — | 111 | +13,300 | New | Q1 2026 | May 05, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 12,834 | 1,931 | 0.29% | 0.24% | 112 | -15 | -0.12% | Q1 2026 | Apr 08, 2026 |
| WITTENBERG INVESTMENT MANAGEMENT, INC. | History | Reduced | 12,716 | 1,913 | 0.71% | 0.63% | 113 | -648 | -4.85% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 12,356 | 1,859 | 0.0% | — | 114 | +12,356 | New | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 12,241 | 1,842 | 0.0% | 0.0% | 115 | +328 | 2.75% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,197 | 1,835 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,065 | 1,815 | 0.0% | 0.0% | 117 | +179 | 1.51% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 11,662 | 1,755 | 0.0% | 0.0% | 118 | -233 | -1.96% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,631 | 1,750 | 0.02% | 0.02% | 119 | -2,957 | -20.27% | Q1 2026 | May 08, 2026 |
| Kendall Capital Management | History | Reduced | 11,290 | 1,699 | 0.35% | 0.3% | 120 | -380 | -3.26% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,200 | 1,685 | 0.03% | 0.02% | 122 | -400 | -3.45% | Q1 2026 | Apr 20, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 11,198 | 1,685 | 0.0% | 0.0% | 121 | -81 | -0.72% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 10,890 | 1,638 | 0.02% | 0.02% | 123 | -1,282 | -10.53% | Q1 2026 | Apr 23, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 10,694 | 1,609 | 0.08% | 0.09% | 124 | -3,096 | -22.45% | Q1 2026 | Apr 21, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 10,691 | 1,608 | 0.01% | 0.0% | 125 | +10,678 | 82138.46% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 10,506 | 1,581 | 0.02% | 0.02% | 126 | -2,642 | -20.09% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 10,380 | 1,562 | 0.0% | 0.0% | 127 | +2,457 | 31.01% | Q1 2026 | May 15, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 10,100 | 1,520 | 0.03% | 0.03% | 128 | -2,239 | -18.15% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,990 | 1,503 | 0.0% | 0.0% | 129 | +2,726 | 37.53% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 9,399 | 1,415 | 0.0% | 0.0% | 130 | -817 | -8.0% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 9,171 | 1,380 | 0.0% | 0.0% | 131 | -2,457 | -21.13% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 8,621 | 1,297 | 0.0% | 0.0% | 132 | -3,218 | -27.18% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 8,180 | 1,231 | 0.02% | 0.01% | 133 | +2,779 | 51.45% | Q1 2026 | Apr 27, 2026 |
| NATIXIS | History | Added to | 8,130 | 1,223 | 0.0% | 0.0% | 134 | +7,289 | 866.71% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 8,119 | 1,221 | 0.0% | 0.0% | 136 | +1,747 | 27.42% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 8,115 | 1,221 | 0.0% | 0.0% | 135 | -700 | -7.94% | Q1 2026 | May 06, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,058 | 1,213 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Squarepoint Ops LLC | History | Added to | 8,034 | 1,209 | 0.0% | 0.0% | 138 | +1,523 | 23.39% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 8,024 | 1,207 | 0.0% | 0.0% | 139 | +2,300 | 40.18% | Q1 2026 | May 15, 2026 |
| Alan B Lancz & Associates, Inc. | History | Reduced | 7,660 | 1,152 | 1.12% | 1.08% | 140 | -2,400 | -23.86% | Q1 2026 | May 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 7,557 | 1,137 | 0.13% | 0.1% | 141 | +11 | 0.15% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Added to | 7,519 | 1,131 | 0.0% | 0.0% | 142 | +1,127 | 17.63% | Q1 2026 | May 06, 2026 |
| ALPS ADVISORS INC | History | Reduced | 7,456 | 1,122 | 0.01% | 0.01% | 143 | -380 | -4.85% | Q1 2026 | May 08, 2026 |
| Koa Wealth Management, LLC | History | Reduced | 7,431 | 1,118 | 0.81% | 0.64% | 144 | -199 | -2.61% | Q1 2026 | Apr 29, 2026 |
| SG Americas Securities, LLC | History | Reduced | 7,374 | 1,110 | 0.0% | 0.0% | 145 | -7,534 | -50.54% | Q1 2026 | Apr 16, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 7,261 | 1,092 | 0.0% | 0.0% | 146 | +1,911 | 35.72% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,250 | 1,091 | 0.01% | 0.01% | 147 | -84 | -1.15% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 7,194 | 1,082 | 0.01% | 0.0% | 148 | -88 | -1.21% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 7,074 | 1,064 | 0.01% | 0.01% | 149 | +268 | 3.94% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Added to | 6,931 | 1,043 | 0.0% | 0.0% | 150 | +54 | 0.79% | Q1 2026 | May 13, 2026 |
| Round Rock Advisors LLC | History | Added to | 6,886 | 1,036 | 0.16% | 0.13% | 151 | +38 | 0.55% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 6,800 | 1,023 | 0.0% | 0.0% | 152 | +100 | 1.49% | Q1 2026 | Apr 24, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,737 | 1,013 | 0.01% | 0.01% | 153 | -67 | -0.98% | Q1 2026 | Apr 24, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 6,705 | 1,009 | 0.0% | 0.0% | 154 | -1,826 | -21.4% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 6,377 | 959 | 0.01% | 0.01% | 155 | +3,409 | 114.86% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,316 | 950 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,261 | 942 | 0.0% | — | 157 | +6,261 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,243 | 939 | 0.0% | 0.0% | 158 | -22 | -0.35% | Q1 2026 | May 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 6,218 | 935 | 0.01% | 0.02% | 159 | -12,417 | -66.63% | Q1 2026 | Apr 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,185 | 931 | 0.0% | 0.0% | 160 | +4 | 0.06% | Q1 2026 | Apr 30, 2026 |
| DODGE & COX | History | No change | 6,156 | 926 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 6,077 | 914 | 0.02% | — | 162 | +6,077 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,876 | 884 | 0.0% | 0.0% | 163 | -39,416 | -87.03% | Q1 2026 | May 12, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 5,825 | 876 | 0.07% | 0.06% | 164 | +407 | 7.51% | Q1 2026 | Apr 16, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 5,800 | 872 | 0.0% | 0.0% | 165 | +200 | 3.57% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,772 | 868 | 0.0% | 0.0% | 166 | +48 | 0.84% | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,768 | 868 | 0.01% | 0.01% | 167 | -44 | -0.76% | Q1 2026 | Apr 29, 2026 |
| Pathstone Holdings, LLC | History | New | 5,721 | 861 | 0.0% | — | 169 | +5,721 | New | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Reduced | 5,721 | 861 | 0.0% | 0.0% | 168 | -1,449 | -20.21% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 5,422 | 816 | 0.0% | 0.0% | 170 | -318 | -5.54% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 4,919 | 740 | 0.0% | 0.0% | 171 | -469 | -8.7% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,854 | 730 | 0.0% | 0.0% | 172 | -114 | -2.29% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,839 | 728 | 0.01% | 0.0% | 173 | +750 | 18.34% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 4,762 | 716 | 0.02% | 0.02% | 174 | -20 | -0.42% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | No change | 4,661 | 702 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 4,734 | 701 | 0.12% | 0.05% | 176 | +2,109 | 80.34% | Q1 2026 | May 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 4,606 | 693 | 0.0% | 0.0% | 177 | -414 | -8.25% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,380 | 659 | 0.0% | 0.0% | 178 | -227 | -4.93% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 4,306 | 648 | 0.03% | 0.03% | 179 | -207 | -4.59% | Q1 2026 | Apr 27, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 4,224 | 635 | 0.0% | 0.0% | 180 | -15 | -0.35% | Q1 2026 | Apr 22, 2026 |
| Freestone Grove Partners LP | History | New | 4,179 | 628 | 0.0% | — | 182 | +4,179 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,178 | 628 | 0.0% | 0.0% | 181 | -1,130 | -21.29% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Added to | 4,140 | 623 | 0.01% | 0.01% | 183 | +478 | 13.05% | Q1 2026 | Apr 16, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 4,100 | 617 | 0.01% | 0.0% | 184 | +552 | 15.56% | Q1 2026 | Apr 27, 2026 |
| AlphaQuest LLC | History | No change | 5,001 | 613 | 0.03% | 0.03% | 185 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ethic Inc. | History | Added to | 4,033 | 607 | 0.01% | 0.01% | 186 | +1,308 | 48.0% | Q1 2026 | Apr 27, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 4,026 | 605 | 0.0% | 0.0% | 187 | -274 | -6.37% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 4,004 | 602 | 0.0% | 0.0% | 188 | -1,000 | -19.98% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,992 | 600 | 0.0% | 0.0% | 189 | -993 | -19.92% | Q1 2026 | Apr 24, 2026 |
| Directional Asset Management | History | Added to | 3,834 | 576 | 0.53% | 0.27% | 190 | +1,357 | 54.78% | Q1 2026 | Apr 27, 2026 |
| Vident Advisory, LLC | History | Added to | 3,769 | 567 | 0.0% | 0.0% | 192 | +1,169 | 44.96% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,767 | 567 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,754 | 564 | 0.0% | 0.0% | 193 | -285 | -7.06% | Q1 2026 | May 08, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 3,703 | 557 | 0.01% | 0.02% | 194 | -1,047 | -22.04% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 3,671 | 552 | 0.01% | 0.01% | 195 | -28 | -0.76% | Q1 2026 | May 04, 2026 |
| Abel Hall, LLC | History | Added to | 3,613 | 543 | 0.12% | 0.07% | 196 | +1,046 | 40.75% | Q1 2026 | Apr 28, 2026 |
| Regal Investment Advisors LLC | History | Added to | 3,413 | 513 | 0.03% | 0.02% | 197 | +305 | 9.81% | Q1 2026 | May 14, 2026 |
| Amundi | History | New | 3,040 | 457 | 0.0% | — | 198 | +3,040 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,989 | 455 | 0.0% | 0.0% | 199 | -2,017 | -40.29% | Q1 2026 | Apr 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,952 | 444 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cynosure Group, LLC | History | New | 2,889 | 434 | 0.05% | — | 202 | +2,889 | New | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 2,889 | 434 | 0.0% | 0.0% | 201 | -3 | -0.1% | Q1 2026 | May 07, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 2,847 | 428 | 0.0% | 0.0% | 203 | -2,161 | -43.15% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 2,763 | 415 | 0.0% | — | 205 | +2,763 | New | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Reduced | 2,758 | 415 | 0.0% | 0.0% | 204 | -241 | -8.04% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,753 | 414 | 0.01% | 0.01% | 206 | +1,060 | 62.61% | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 2,748 | 413 | 0.06% | 0.06% | 207 | -103 | -3.61% | Q1 2026 | Apr 30, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,717 | 408 | 0.0% | 0.0% | 208 | +84 | 3.19% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 2,703 | 406 | 0.01% | — | 209 | +2,703 | New | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,696 | 405 | 0.0% | 0.0% | 210 | -1,139 | -29.7% | Q1 2026 | Apr 24, 2026 |
| Focus Partners Wealth | History | Reduced | 2,682 | 403 | 0.0% | 0.0% | 211 | -130 | -4.62% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,655 | 399 | 0.0% | 0.0% | 212 | +208 | 8.5% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 2,611 | 392 | 0.0% | 0.0% | 213 | +566 | 27.68% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 2,600 | 391 | 0.0% | — | 214 | +2,600 | New | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 2,500 | 376 | 0.02% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 2,453 | 369 | 0.01% | 0.01% | 216 | +104 | 4.43% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 2,428 | 365 | 0.0% | 0.0% | 217 | -209 | -7.93% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 2,402 | 361 | 0.0% | 0.0% | 218 | +376 | 18.56% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | New | 2,317 | 348 | 0.0% | — | 219 | +2,317 | New | Q1 2026 | May 15, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 2,309 | 347 | 0.11% | 0.09% | 220 | +9 | 0.39% | Q1 2026 | Apr 17, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 2,105 | 330 | 0.01% | 0.01% | 221 | -1,963 | -48.25% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 2,175 | 327 | 0.0% | 0.0% | 222 | +5 | 0.23% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,146 | 322 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 2,075 | 312 | 0.0% | 0.0% | 224 | -122 | -5.55% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,996 | 300 | 0.01% | 0.01% | 225 | +40 | 2.04% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 1,985 | 298 | 0.0% | — | 226 | +1,985 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,979 | 297 | 0.0% | 0.0% | 227 | -413 | -17.27% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 1,963 | 295 | 0.0% | 0.0% | 228 | -519 | -20.91% | Q1 2026 | May 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 1,952 | 293 | 0.0% | 0.0% | 229 | -329 | -14.42% | Q1 2026 | May 11, 2026 |
| Bridgewater Associates, LP | History | Reduced | 1,929 | 290 | 0.0% | 0.0% | 230 | -4,570 | -70.32% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 1,921 | 289 | 0.0% | 0.0% | 231 | +245 | 14.62% | Q1 2026 | May 08, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 1,879 | 282 | 0.01% | — | 233 | +1,879 | New | Q1 2026 | Apr 27, 2026 |
| C WorldWide Group Holding A/S | History | New | 1,874 | 282 | 0.01% | — | 232 | +1,874 | New | Q1 2026 | May 06, 2026 |
| Bayforest Capital Ltd | History | New | 1,845 | 277 | 0.31% | — | 234 | +1,845 | New | Q1 2026 | Apr 15, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 1,823 | 274 | 0.04% | 0.04% | 235 | -345 | -15.91% | Q1 2026 | Apr 24, 2026 |
| Engineers Gate Manager LP | History | New | 1,805 | 271 | 0.0% | — | 236 | +1,805 | New | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 1,783 | 268 | 0.02% | — | 237 | +1,783 | New | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 1,777 | 267 | 0.0% | 0.0% | 238 | -63 | -3.42% | Q1 2026 | May 05, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 1,754 | 263 | 0.01% | — | 239 | +1,754 | New | Q1 2026 | Apr 15, 2026 |
| DnB Asset Management AS | History | New | 1,728 | 260 | 0.0% | — | 241 | +1,728 | New | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 1,734 | 260 | 0.0% | 0.0% | 240 | -545 | -23.91% | Q1 2026 | May 04, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 1,723 | 259 | 0.0% | 0.0% | 242 | -1,177 | -40.59% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 1,717 | 258 | 0.0% | 0.0% | 243 | -88 | -4.88% | Q1 2026 | May 04, 2026 |
| Walleye Capital LLC | History | New | 1,700 | 255 | 0.0% | — | 244 | +1,700 | New | Q1 2026 | May 13, 2026 |
| Ironwood Financial, llc | History | No change | 1,664 | 250 | 0.04% | 0.04% | 245 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 1,631 | 245 | 0.0% | 0.0% | 246 | -2,931 | -64.25% | Q1 2026 | Apr 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 1,613 | 242 | 0.01% | 0.0% | 248 | -165 | -9.28% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 1,610 | 242 | 0.0% | 0.0% | 247 | -29 | -1.77% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 1,606 | 241 | 0.0% | 0.0% | 249 | -401 | -19.98% | Q1 2026 | May 07, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 1,605 | 241 | 0.0% | 0.0% | 250 | -33 | -2.01% | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 1,577 | 237 | 0.01% | — | 251 | +1,577 | New | Q1 2026 | May 12, 2026 |
| SAWGRASS ASSET MANAGEMENT LLC | History | New | 1,569 | 236 | 0.04% | — | 253 | +1,569 | New | Q1 2026 | May 01, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 1,571 | 236 | 0.06% | 0.05% | 252 | -86 | -5.19% | Q1 2026 | Apr 29, 2026 |
| Portside Wealth Group, LLC | History | New | 1,553 | 233 | 0.03% | — | 255 | +1,553 | New | Q1 2026 | May 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 1,550 | 233 | 0.01% | — | 254 | +1,550 | New | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Reduced | 1,474 | 221 | 0.0% | 0.0% | 256 | -674 | -31.38% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 1,449 | 218 | 0.0% | — | 257 | +1,449 | New | Q1 2026 | Apr 07, 2026 |
| Venture Visionary Partners LLC | History | New | 1,433 | 215 | 0.01% | — | 258 | +1,433 | New | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 1,699 | 208 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GAMMA Investing LLC | History | Added to | 1,302 | 195 | 0.01% | 0.01% | 260 | +218 | 20.11% | Q1 2026 | Apr 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,460 | 179 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| EMC Capital Management | History | No change | 1,433 | 176 | 0.08% | 0.08% | 262 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| State of Wyoming | History | New | 1,162 | 174 | 0.02% | — | 263 | +1,162 | New | Q1 2026 | May 13, 2026 |
| CERTUITY, LLC | History | Reduced | 1,104 | 166 | 0.01% | 0.02% | 264 | -1,986 | -64.27% | Q1 2026 | May 11, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,084 | 163 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,004 | 151 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 921 | 139 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 897 | 135 | 0.0% | 0.0% | 268 | +152 | 20.4% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,088 | 133 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 794 | 119 | 0.08% | 0.06% | 270 | +13 | 1.66% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | Added to | 788 | 118 | 0.0% | 0.0% | 271 | +528 | 203.08% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 770 | 115 | 0.01% | 0.01% | 273 | -339 | -30.57% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 764 | 115 | 0.01% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Horizon Investments, LLC | History | Reduced | 655 | 98 | 0.0% | 0.01% | 274 | -4,262 | -86.68% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 659 | 97 | 0.0% | 0.01% | 276 | -722 | -52.28% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 651 | 97 | 0.0% | 0.0% | 275 | +120 | 22.6% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 634 | 95 | 0.0% | 0.0% | 277 | -36 | -5.37% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 595 | 89 | 0.01% | 0.01% | 278 | +20 | 3.48% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | No change | 590 | 88 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 572 | 86 | 0.0% | 0.0% | 280 | +7 | 1.24% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 569 | 85 | 0.0% | 0.0% | 281 | +46 | 8.8% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 442 | 66 | 0.0% | 0.0% | 282 | +128 | 40.76% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 431 | 64 | 0.0% | 0.0% | 283 | -260 | -37.63% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | No change | 364 | 54 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 352 | 53 | 0.0% | 0.0% | 285 | -102 | -22.47% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 352 | 52 | 0.0% | 0.0% | 286 | +131 | 59.28% | Q1 2026 | Apr 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 342 | 51 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 360 | 44 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 262 | 39 | 0.0% | 0.0% | 289 | +98 | 59.76% | Q1 2026 | May 11, 2026 |
| FIRST HORIZON CORP | History | No change | 248 | 37 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 250 | 37 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 234 | 35 | 0.0% | 0.0% | 292 | +10 | 4.46% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 235 | 35 | 0.0% | 0.0% | 293 | +4 | 1.73% | Q1 2026 | Apr 06, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 233 | 34 | 0.0% | 0.0% | 296 | +105 | 82.03% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Added to | 232 | 34 | 0.0% | 0.0% | 294 | +5 | 2.2% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 230 | 34 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | No change | 216 | 32 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 209 | 31 | 0.0% | 0.0% | 298 | +64 | 44.14% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 210 | 31 | 0.0% | 0.0% | 299 | +3 | 1.45% | Q1 2026 | Apr 17, 2026 |
| Wellington Grp LLC | History | Reduced | 202 | 30 | 0.01% | 0.02% | 301 | -212 | -51.21% | Q1 2026 | May 22, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 196 | 30 | 0.0% | 0.0% | 300 | -2 | -1.01% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 191 | 28 | 0.0% | 0.0% | 302 | +108 | 130.12% | Q1 2026 | Apr 07, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 182 | 27 | 0.0% | 0.0% | 303 | +126 | 225.0% | Q1 2026 | May 15, 2026 |
| Centerpoint Advisors, LLC | History | No change | 178 | 27 | 0.01% | 0.01% | 304 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Covestor Ltd | History | Reduced | 166 | 25 | 0.02% | 0.01% | 305 | -28 | -14.43% | Q1 2026 | May 05, 2026 |
| MATHER GROUP, LLC. | History | New | 165 | 24 | 0.0% | — | 309 | +165 | New | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 168 | 24 | 0.0% | 0.0% | 306 | +71 | 73.2% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 166 | 24 | 0.0% | 0.0% | 308 | +35 | 26.72% | Q1 2026 | Apr 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 166 | 24 | 0.0% | 0.0% | 307 | -1 | -0.6% | Q1 2026 | Apr 22, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 135 | 20 | 0.01% | 0.01% | 310 | -10 | -6.9% | Q1 2026 | Apr 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 115 | 17 | 0.0% | 0.0% | 312 | -300 | -72.29% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | Reduced | 118 | 17 | 0.0% | 0.0% | 313 | -73 | -38.22% | Q1 2026 | May 19, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 115 | 17 | 0.0% | 0.0% | 311 | +71 | 161.36% | Q1 2026 | May 11, 2026 |
| Bare Financial Services, Inc | History | Added to | 109 | 16 | 0.0% | 0.0% | 314 | +16 | 17.2% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 88 | 13 | 0.0% | 0.0% | 315 | +56 | 175.0% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 84 | 12 | 0.0% | — | 317 | +84 | New | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 80 | 12 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | No change | 75 | 11 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 73 | 10 | 0.0% | 0.0% | 320 | +22 | 43.14% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 68 | 10 | 0.0% | 0.0% | 319 | +6 | 9.68% | Q1 2026 | May 06, 2026 |
| Bank of New Hampshire | History | New | 64 | 9 | 0.0% | — | 323 | +64 | New | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 63 | 9 | 0.0% | 0.0% | 322 | +18 | 40.0% | Q1 2026 | Apr 27, 2026 |
| Sound Income Strategies, LLC | History | No change | 64 | 9 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 47 | 7 | 0.0% | 0.0% | 324 | +5 | 11.9% | Q1 2026 | May 07, 2026 |
| High Note Wealth, LLC | History | No change | 47 | 7 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CVA Family Office, LLC | History | New | 42 | 6 | 0.0% | — | 327 | +42 | New | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 41 | 6 | 0.0% | 0.0% | 326 | -5 | -10.87% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 39 | 5 | 0.0% | 0.0% | 330 | +23 | 143.75% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 37 | 5 | 0.0% | 0.0% | 329 | -8 | -17.78% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 36 | 5 | 0.0% | 0.0% | 328 | +3 | 9.09% | Q1 2026 | Apr 20, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 34 | 5 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 27 | 4 | 0.0% | — | 333 | +27 | New | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 26 | 3 | 0.0% | — | 335 | +18 | 225.0% | Q1 2026 | Apr 15, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 20 | 3 | 0.0% | 0.0% | 334 | -1 | -4.76% | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | No change | 20 | 3 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 18 | 2 | 0.0% | — | 342 | +18 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 16 | 2 | 0.0% | — | 341 | +16 | New | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 2 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Marquette Asset Management, LLC | History | No change | 14 | 2 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 10 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 10 | 1 | 0.0% | — | 355 | +10 | New | Q1 2026 | Apr 30, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 7 | 1 | 0.0% | — | 354 | +7 | New | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Reduced | 7 | 1 | 0.0% | 0.0% | 345 | -5 | -41.67% | Q1 2026 | Apr 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 11 | 1 | 0.0% | 0.0% | 343 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13 | 1 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fortis Group Advisors, LLC | History | No change | 12 | 1 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| DecisionPoint Financial, LLC | History | No change | 8 | 1 | 0.0% | — | 348 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | No change | 8 | 1 | 0.0% | — | 349 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Lummis Asset Management, LP | History | No change | 11 | 1 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 353 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -27,940 | -100.0% | Q1 2026 | May 12, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -27,845 | -100.0% | Q1 2026 | May 15, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.17% | — | -25,047 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.22% | — | -7,918 | -100.0% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,850 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,507 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,479 | -100.0% | Q1 2026 | May 20, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -4,280 | -100.0% | Q1 2026 | May 07, 2026 |
| Empirical Finance, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,819 | -100.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,668 | -100.0% | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,257 | -100.0% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,825 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,815 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -914 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -778 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q1 2026 | May 12, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 05, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 04, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 21, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| Prestige Wealth Management Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 5 | 0 | — | — | — | +1 | 25.0% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Trust Co | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |