PEARSON PLC - PSO
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 3,998,813 | 52,504 | 0.0% | 0.0% | 1 | +27,389 | 0.69% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 2,683,235 | 35,230 | 0.0% | 0.0% | 2 | +203,173 | 8.19% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,412,147 | 31,671 | 0.0% | 0.0% | 3 | +161,177 | 7.16% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,645,461 | 21,604 | 0.01% | 0.01% | 4 | +691,339 | 72.46% | Q1 2026 | May 14, 2026 |
| LMR Partners LLP | History | Added to | 1,373,260 | 18,030 | 0.04% | 0.02% | 5 | +567,294 | 70.39% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 1,083,354 | 14,224 | 0.0% | 0.0% | 6 | -38,971 | -3.47% | Q1 2026 | May 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,010,147 | 13,263 | 0.0% | 0.0% | 7 | -370 | -0.04% | Q1 2026 | May 07, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 828,931 | 10,883 | 0.01% | 0.0% | 8 | +515,352 | 164.35% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 794,460 | 10,431 | 0.0% | 0.0% | 9 | +55,570 | 7.52% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 614,926 | 8,073 | 0.0% | 0.0% | 10 | -172,428 | -21.9% | Q1 2026 | Jun 02, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 544,148 | 7,639 | 0.0% | 0.0% | 11 | +765 | 0.14% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 527,264 | 6,922 | 0.0% | 0.0% | 12 | +2,990 | 0.57% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 512,854 | 6,733 | 0.01% | 0.01% | 13 | +73,788 | 16.81% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 484,314 | 6,359 | 0.0% | 0.0% | 14 | +314,626 | 185.41% | Q1 2026 | May 12, 2026 |
| 13D Management LLC | History | No change | 458,338 | 6,017 | 9.33% | 7.66% | 15 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 434,185 | 5,700 | 0.0% | 0.0% | 16 | +66,207 | 17.99% | Q1 2026 | May 15, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 369,742 | 4,854 | 0.2% | 0.21% | 17 | -6,170 | -1.64% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 342,317 | 4,494 | 0.01% | — | 18 | +342,317 | New | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 309,134 | 4,058 | 0.01% | 0.0% | 19 | +56,008 | 22.13% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 265,650 | 3,487 | 0.0% | 0.0% | 20 | +77,259 | 41.01% | Q1 2026 | May 12, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 225,000 | 2,954 | 0.39% | 0.47% | 21 | -132,496 | -37.06% | Q1 2026 | May 04, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 177,786 | 2,334 | 0.02% | 0.02% | 22 | +20,947 | 13.36% | Q1 2026 | Apr 27, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 174,883 | 2,296 | 0.0% | 0.0% | 23 | -21,367 | -10.89% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 173,155 | 2,273 | 0.0% | 0.0% | 24 | -47,564 | -21.55% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 160,725 | 2,110 | 0.06% | 0.01% | 25 | +133,542 | 491.27% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 153,428 | 2,014 | 0.05% | 0.05% | 26 | -2,487 | -1.6% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 148,686 | 1,952 | 0.0% | — | 27 | +148,686 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 142,332 | 1,868 | 0.0% | 0.0% | 28 | -3,633 | -2.49% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 142,066 | 1,865 | 0.11% | 0.05% | 29 | +74,412 | 109.99% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Added to | 140,930 | 1,850 | 0.03% | 0.03% | 30 | +4,706 | 3.45% | Q1 2026 | Apr 27, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 140,211 | 1,840 | 0.01% | 0.02% | 31 | -172,737 | -55.2% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 139,310 | 1,829 | 0.03% | 0.03% | 32 | -1,652 | -1.17% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 136,698 | 1,794 | 0.0% | 0.0% | 33 | -6,113 | -4.28% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 128,636 | 1,689 | 0.01% | 0.01% | 34 | +2,688 | 2.13% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 119,342 | 1,566 | 0.0% | 0.0% | 35 | +4,169 | 3.62% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 115,179 | 1,512 | 0.0% | 0.0% | 36 | -44,765 | -27.99% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 112,621 | 1,478 | 0.01% | 0.02% | 37 | +944 | 0.85% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 108,803 | 1,395 | 0.0% | 0.0% | 38 | +46,446 | 74.48% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 86,384 | 1,134 | 0.0% | 0.0% | 39 | +7,160 | 9.04% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 83,816 | 1,120 | 0.02% | 0.02% | 40 | +6,435 | 8.32% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 79,469 | 1,043 | 0.0% | 0.0% | 41 | -2,641 | -3.22% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 77,484 | 1,017 | 0.0% | 0.0% | 42 | +373 | 0.48% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 73,899 | 970 | 0.01% | 0.01% | 43 | +43,267 | 141.25% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 71,287 | 935 | 0.0% | 0.0% | 44 | -74,021 | -50.94% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 69,346 | 910 | 0.08% | 0.1% | 45 | -4,316 | -5.86% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 63,046 | 827 | 0.0% | 0.0% | 46 | +28,893 | 84.6% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 62,378 | 819 | 0.0% | 0.0% | 47 | -36,258 | -36.76% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 62,306 | 818 | 0.0% | 0.0% | 49 | +17,127 | 37.91% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | No change | 62,304 | 818 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Reduced | 60,332 | 792 | 0.02% | 0.04% | 50 | -5,953 | -8.98% | Q1 2026 | Apr 29, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 60,124 | 789 | 0.08% | 0.05% | 51 | +29,895 | 98.9% | Q1 2026 | May 06, 2026 |
| Vident Advisory, LLC | History | Reduced | 58,038 | 762 | 0.01% | 0.01% | 52 | -3,004 | -4.92% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 57,306 | 752 | 0.0% | 0.0% | 53 | -10,562 | -15.56% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 56,380 | 740 | 0.0% | 0.0% | 54 | +1,071 | 1.94% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 51,614 | 676 | 0.0% | 0.0% | 55 | +1,370 | 2.73% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 49,153 | 645 | 0.02% | 0.02% | 56 | +615 | 1.27% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 47,243 | 620 | 0.0% | 0.0% | 57 | -2,010 | -4.08% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 40,831 | 536 | 0.0% | 0.0% | 58 | +16,990 | 71.26% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | New | 40,653 | 533 | 0.0% | — | 59 | +40,653 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 39,533 | 519 | 0.0% | 0.0% | 60 | +12,526 | 46.38% | Q1 2026 | Apr 30, 2026 |
| Aaron Wealth Advisors LLC | History | New | 39,412 | 517 | 0.03% | — | 61 | +39,412 | New | Q1 2026 | Apr 21, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 38,725 | 508 | 0.11% | 0.81% | 62 | -196,997 | -83.57% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 38,227 | 501 | 0.0% | 0.0% | 63 | +12,091 | 46.26% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 38,226 | 501 | 0.01% | 0.01% | 64 | +2,006 | 5.54% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 36,470 | 478 | 0.0% | 0.0% | 65 | -5,713 | -13.54% | Q1 2026 | May 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 35,692 | 468 | 0.12% | 0.14% | 66 | -2,548 | -6.66% | Q1 2026 | May 01, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 33,946 | 446 | 0.01% | 0.01% | 67 | -20,824 | -38.02% | Q1 2026 | May 01, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 30,900 | 433 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Entropy Technologies, LP | History | New | 31,351 | 411 | 0.02% | — | 69 | +31,351 | New | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 27,991 | 373 | 0.01% | 0.01% | 70 | +2,220 | 8.61% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 26,872 | 352 | 0.04% | 0.04% | 71 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Added to | 26,482 | 347 | 0.0% | 0.0% | 72 | +1,170 | 4.62% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 25,715 | 337 | 0.0% | 0.0% | 73 | +6,375 | 32.96% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 25,400 | 333 | 0.0% | 0.0% | 74 | -69,200 | -73.15% | Q1 2026 | May 14, 2026 |
| SYON CAPITAL LLC | History | Reduced | 24,668 | 323 | 0.02% | 0.02% | 75 | -9,110 | -26.97% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 23,998 | 315 | 0.0% | 0.0% | 76 | +3,048 | 14.55% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 23,779 | 312 | 0.0% | 0.0% | 77 | -703 | -2.87% | Q1 2026 | May 08, 2026 |
| OLD MISSION CAPITAL LLC | History | Reduced | 23,559 | 309 | 0.0% | 0.06% | 79 | -165,642 | -87.55% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Reduced | 23,578 | 309 | 0.0% | 0.01% | 78 | -5,988 | -20.25% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 23,348 | 306 | 0.0% | 0.0% | 80 | -3,749 | -13.84% | Q1 2026 | May 04, 2026 |
| Formidable Asset Management, LLC | History | No change | 21,583 | 283 | 0.04% | 0.04% | 81 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JNBA Financial Advisors | History | No change | 21,252 | 279 | 0.02% | 0.03% | 82 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 20,025 | 262 | 0.0% | 0.0% | 84 | -9,657 | -32.53% | Q1 2026 | May 08, 2026 |
| FCA CORP /TX | History | No change | 20,000 | 262 | 0.07% | 0.08% | 83 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 18,800 | 246 | 0.0% | — | 85 | +18,800 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 18,371 | 241 | 0.0% | 0.0% | 86 | -2,891 | -13.6% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,963 | 235 | 0.0% | 0.0% | 87 | +9,749 | 118.69% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 17,596 | 231 | 0.0% | 0.01% | 88 | -2,840 | -13.9% | Q1 2026 | Apr 10, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 17,223 | 226 | 0.0% | 0.0% | 89 | -1,530 | -8.16% | Q1 2026 | Apr 07, 2026 |
| Focus Partners Wealth | History | Added to | 16,925 | 223 | 0.0% | 0.0% | 90 | +6,734 | 66.08% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,536 | 220 | 0.0% | 0.0% | 91 | -3,233 | -16.35% | Q1 2026 | May 15, 2026 |
| Great Waters Wealth Management | History | No change | 16,800 | 220 | 0.02% | 0.03% | 92 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WINTON GROUP Ltd | History | New | 16,700 | 219 | 0.01% | — | 93 | +16,700 | New | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 16,203 | 212 | 0.0% | 0.0% | 94 | +840 | 5.47% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 16,001 | 210 | 0.0% | 0.0% | 95 | +14,523 | 982.61% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 15,965 | 209 | 0.0% | 0.0% | 96 | +252 | 1.6% | Q1 2026 | May 12, 2026 |
| First Affirmative Financial Network | History | New | 15,901 | 208 | 0.08% | — | 97 | +15,901 | New | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 15,797 | 207 | 0.0% | 0.0% | 98 | -824 | -4.96% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | New | 15,032 | 200 | 0.0% | — | 100 | +15,032 | New | Q1 2026 | May 11, 2026 |
| Crane Advisory, LLC | History | No change | 13,705 | 200 | 0.03% | 0.03% | 99 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Ellevest, Inc. | History | Added to | 15,220 | 199 | 0.03% | 0.03% | 101 | +1,036 | 7.3% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Reduced | 15,175 | 199 | 0.0% | 0.0% | 102 | -883 | -5.5% | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | No change | 14,745 | 193 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Keebeck Wealth Management | History | New | 14,058 | 184 | 0.02% | — | 104 | +14,058 | New | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 13,784 | 180 | 0.0% | 0.0% | 105 | -5,005 | -26.64% | Q1 2026 | May 12, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 13,568 | 178 | 0.0% | 0.0% | 106 | -6,737 | -33.18% | Q1 2026 | May 26, 2026 |
| Quantbot Technologies LP | History | New | 13,441 | 176 | 0.01% | — | 107 | +13,441 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 13,388 | 175 | 0.02% | — | 109 | +13,388 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 13,350 | 175 | 0.01% | 0.01% | 108 | +3,080 | 29.99% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 13,281 | 174 | 0.0% | 0.0% | 110 | -743 | -5.3% | Q1 2026 | Apr 07, 2026 |
| Callan Family Office, LLC | History | Reduced | 13,026 | 171 | 0.0% | 0.01% | 111 | -28,694 | -68.78% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | New | 12,346 | 162 | 0.0% | — | 112 | +12,346 | New | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,269 | 161 | 0.0% | 0.0% | 113 | -292 | -2.32% | Q1 2026 | May 13, 2026 |
| Johnson Financial Group, LLC | History | New | 12,004 | 157 | 0.01% | — | 114 | +12,004 | New | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 11,901 | 156 | 0.02% | 0.03% | 115 | -3,391 | -22.17% | Q1 2026 | Apr 06, 2026 |
| Calydon Capital | History | No change | 11,894 | 156 | 0.03% | 0.03% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | New | 11,677 | 153 | 0.01% | — | 117 | +11,677 | New | Q1 2026 | Apr 21, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 11,551 | 153 | 0.0% | — | 118 | +11,551 | New | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | New | 11,602 | 152 | 0.0% | — | 119 | +11,602 | New | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 11,180 | 146 | 0.0% | — | 120 | +11,180 | New | Q1 2026 | Apr 24, 2026 |
| Summit Trail Advisors, LLC | History | New | 10,972 | 144 | 0.0% | — | 121 | +10,972 | New | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 10,197 | 143 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 10,236 | 134 | 0.06% | — | 123 | +10,236 | New | Q1 2026 | Apr 20, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 10,115 | 132 | 0.0% | — | 124 | +10,115 | New | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,839 | 129 | 0.0% | 0.0% | 125 | +623 | 6.76% | Q1 2026 | Jun 02, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 7,502 | 96 | 0.0% | 0.0% | 126 | -256 | -3.3% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 7,239 | 95 | 0.01% | 0.01% | 127 | -214 | -2.87% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | Reduced | 6,632 | 87 | 0.02% | 0.02% | 128 | -223 | -3.25% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 6,153 | 80 | 0.0% | 0.01% | 129 | -2,244 | -26.72% | Q1 2026 | Apr 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 5,613 | 74 | 0.0% | 0.0% | 130 | +2,604 | 86.54% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | No change | 5,585 | 73 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 4,550 | 57 | 0.0% | — | 132 | +4,550 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 4,144 | 54 | 0.0% | 0.0% | 133 | -3,525 | -45.96% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 4,041 | 53 | 0.0% | 0.0% | 134 | -352 | -8.01% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,898 | 51 | 0.0% | 0.0% | 135 | +951 | 32.27% | Q1 2026 | Apr 07, 2026 |
| Cromwell Holdings LLC | History | No change | 3,761 | 50 | 0.03% | 0.03% | 136 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,339 | 46 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Reduced | 3,106 | 40 | 0.0% | 0.0% | 138 | -626 | -16.77% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,700 | 35 | 0.0% | 0.0% | 139 | -7,820 | -74.33% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,693 | 22 | 0.0% | 0.0% | 140 | +440 | 35.12% | Q1 2026 | May 01, 2026 |
| WealthCollab, LLC | History | No change | 1,742 | 22 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 1,622 | 21 | 0.0% | 0.0% | 142 | -192 | -10.58% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,625 | 21 | 0.0% | 0.0% | 143 | -10 | -0.61% | Q1 2026 | Apr 27, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,571 | 20 | 0.0% | 0.0% | 144 | +812 | 106.98% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Reduced | 1,180 | 15 | 0.0% | 0.0% | 145 | -916 | -43.7% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 1,092 | 14 | 0.0% | 0.0% | 146 | +620 | 131.36% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Added to | 996 | 13 | 0.0% | — | 148 | +964 | 3012.5% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 997 | 13 | 0.0% | 0.0% | 147 | -232 | -18.88% | Q1 2026 | May 11, 2026 |
| Princeton Global Asset Management LLC | History | No change | 767 | 10 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Park Place Capital Corp | History | Reduced | 698 | 9 | 0.0% | 0.0% | 151 | -53 | -7.06% | Q1 2026 | Apr 09, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 730 | 9 | 0.0% | 0.0% | 150 | +25 | 3.55% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 642 | 8 | 0.0% | 0.0% | 152 | +18 | 2.88% | Q1 2026 | May 07, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 568 | 7 | 0.01% | — | 155 | +511 | 896.49% | Q1 2026 | Apr 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 557 | 7 | 0.0% | 0.0% | 153 | +449 | 415.74% | Q1 2026 | Apr 27, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 540 | 7 | 0.0% | 0.0% | 154 | +37 | 7.36% | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 509 | 6 | 0.0% | 0.0% | 156 | +187 | 58.07% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 482 | 6 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | New | 414 | 5 | 0.0% | — | 161 | +414 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 388 | 5 | 0.0% | — | 162 | +388 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 419 | 5 | 0.0% | 0.0% | 160 | +71 | 20.4% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 392 | 5 | 0.0% | 0.0% | 159 | +62 | 18.79% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | No change | 413 | 5 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 319 | 4 | 0.0% | — | 164 | +299 | 1495.0% | Q1 2026 | Apr 21, 2026 |
| Manchester Capital Management LLC | History | Added to | 367 | 4 | 0.0% | 0.0% | 163 | +53 | 16.88% | Q1 2026 | May 11, 2026 |
| MASECO LLP | History | No change | 307 | 4 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BESSEMER GROUP INC | History | Reduced | 270 | 3 | 0.0% | 0.0% | 166 | -129 | -32.33% | Q1 2026 | May 06, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 252 | 3 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 249 | 3 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 212 | 2 | 0.0% | — | 171 | +212 | New | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 204 | 2 | 0.0% | 0.0% | 170 | +31 | 17.92% | Q1 2026 | Apr 23, 2026 |
| GW&K Investment Management, LLC | History | No change | 142 | 2 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 143 | 1 | 0.0% | — | 180 | +138 | 2760.0% | Q1 2026 | Apr 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 135 | 1 | 0.0% | 0.0% | 174 | -129 | -48.86% | Q1 2026 | Apr 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 127 | 1 | 0.0% | 0.0% | 177 | -122 | -49.0% | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | New | 87 | 1 | 0.0% | — | 183 | +87 | New | Q1 2026 | May 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 86 | 1 | 0.0% | — | 175 | +77 | 855.56% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | Added to | 82 | 1 | 0.0% | — | 178 | +50 | 156.25% | Q1 2026 | Apr 29, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 119 | 1 | 0.0% | 0.0% | 173 | +7 | 6.25% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 85 | 1 | 0.0% | 0.0% | 172 | +6 | 7.59% | Q1 2026 | May 15, 2026 |
| Signature Equity Partners, LLC | History | Added to | 112 | 1 | 0.0% | 0.0% | 181 | +2 | 1.82% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 96 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 118 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -464,036 | -100.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -127,954 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -124,020 | -100.0% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.18% | — | -64,600 | -100.0% | Q1 2026 | May 12, 2026 |
| Transmarket Holdings LP | History | Closed out | 0 | 0 | — | 0.53% | — | -51,303 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -41,157 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -24,259 | -100.0% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -16,725 | -100.0% | Q1 2026 | Apr 20, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,468 | -100.0% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,495 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,057 | -100.0% | Q1 2026 | May 13, 2026 |
| PDS Planning, Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -10,727 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,333 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Savant Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,122 | -100.0% | Q1 2026 | May 04, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 30 | 0 | — | 0.03% | — | -9,128 | -99.67% | Q1 2026 | May 11, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,300 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,517 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 74 | 0 | — | 0.0% | — | -1,167 | -94.04% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -635 | -99.06% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -592 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -249 | -100.0% | Q1 2026 | Jun 02, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 17 | 0 | — | 0.0% | — | -187 | -91.67% | Q1 2026 | Apr 30, 2026 |
| Clean Yield Group | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | May 12, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | New | 72 | 0 | — | — | — | +72 | New | Q1 2026 | Apr 08, 2026 |
| Burk Holdings LLC | History | New | 54 | 0 | — | — | — | +54 | New | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 54 | 0 | — | — | — | +39 | 260.0% | Q1 2026 | Apr 13, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | — | — | -36 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | — | — | -32 | -96.97% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 53 | 0 | — | — | — | +2 | 3.92% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SHP Wealth Management | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |