SONIC AUTOMOTIVE INC - SAH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,508,010 | 171,974 | 0.0% | 0.0% | 1 | +54,636 | 2.23% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,630,672 | 100,873 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,313,857 | 90,088 | 0.02% | 0.02% | 3 | +48,599 | 3.84% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 828,874 | 56,835 | 0.0% | — | 4 | +828,874 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 675,852 | 46,598 | 0.0% | 0.0% | 5 | -25,281 | -3.61% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 634,926 | 43,537 | 0.07% | 0.07% | 6 | -71,577 | -10.13% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 607,882 | 41,682 | 0.3% | 0.3% | 7 | +11,744 | 1.97% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 577,893 | 39,626 | 0.0% | — | 8 | +577,893 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 450,179 | 30,868 | 0.0% | 0.0% | 9 | -60,784 | -11.9% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 360,941 | 24,754 | 0.0% | 0.0% | 10 | -14,093 | -3.76% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 326,677 | 22,400 | 0.0% | 0.0% | 11 | -44,094 | -11.89% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 315,497 | 21,633 | 0.01% | 0.0% | 12 | +22,606 | 7.72% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 251,423 | 17,240 | 0.0% | 0.0% | 13 | +2,667 | 1.07% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 237,333 | 16,273 | 0.01% | 0.01% | 14 | +80,167 | 51.01% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 224,102 | 15,366 | 0.01% | 0.01% | 15 | +26,235 | 13.26% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 217,386 | 14,906 | 0.05% | 0.05% | 16 | -68,998 | -24.09% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 216,580 | 14,850 | 0.06% | 0.05% | 17 | +9,316 | 4.49% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 200,532 | 13,750 | 0.0% | 0.0% | 18 | -4,866 | -2.37% | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 197,974 | 13,575 | 0.27% | 0.15% | 19 | +78,603 | 65.85% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 182,941 | 12,544 | 0.0% | 0.0% | 20 | -34,481 | -15.86% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 154,248 | 10,576 | 0.01% | 0.0% | 21 | +83,345 | 117.55% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 150,377 | 10,311 | 0.0% | 0.0% | 22 | -40,455 | -21.2% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 131,302 | 9,003 | 0.06% | 0.08% | 23 | +51,420 | 64.37% | Q1 2026 | Jun 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 130,291 | 8,934 | 0.0% | 0.0% | 24 | -17,888 | -12.07% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 124,923 | 8,565 | 0.06% | 0.05% | 25 | +32,493 | 35.15% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | New | 123,225 | 8,449 | 0.43% | — | 26 | +123,225 | New | Q1 2026 | May 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 109,094 | 7,480 | 0.01% | — | 27 | +109,094 | New | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Added to | 103,429 | 7,092 | 0.01% | 0.01% | 28 | +8,531 | 8.99% | Q1 2026 | Apr 24, 2026 |
| Engineers Gate Manager LP | History | Added to | 102,844 | 7,052 | 0.09% | 0.04% | 29 | +49,512 | 92.84% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 97,905 | 6,713 | 0.0% | — | 30 | +97,905 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 95,797 | 6,568 | 0.0% | 0.0% | 31 | +83,870 | 703.19% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 103,600 | 6,408 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 88,126 | 6,042 | 0.01% | 0.01% | 33 | +9,100 | 11.52% | Q1 2026 | May 14, 2026 |
| Phocas Financial Corp. | History | Reduced | 87,718 | 6,014 | 0.94% | 0.9% | 34 | -24,528 | -21.85% | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | New | 87,494 | 5,999 | 0.18% | — | 35 | +87,494 | New | Q1 2026 | Apr 06, 2026 |
| HRT FINANCIAL LP | History | New | 86,780 | 5,950 | 0.01% | — | 36 | +86,780 | New | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 86,597 | 5,937 | 0.0% | 0.0% | 37 | -5,478 | -5.95% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 83,153 | 5,701 | 0.0% | 0.0% | 38 | +21,154 | 34.12% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 80,459 | 5,517 | 0.0% | — | 39 | +80,459 | New | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 87,846 | 5,434 | 0.04% | 0.04% | 40 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 78,355 | 5,373 | 0.0% | 0.0% | 41 | -747 | -0.94% | Q1 2026 | Jul 17, 2026 |
| PDT Partners, LLC | History | Added to | 76,697 | 5,259 | 0.31% | 0.23% | 42 | +18,312 | 31.36% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 75,326 | 5,165 | 0.01% | 0.0% | 43 | +70,523 | 1468.31% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 63,943 | 4,384 | 0.01% | 0.01% | 44 | -1,876 | -2.85% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 63,655 | 4,364 | 0.0% | 0.0% | 45 | +1,663 | 2.68% | Q1 2026 | May 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 54,533 | 3,739 | 0.06% | — | 46 | +54,533 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 52,100 | 3,572 | 0.0% | 0.01% | 47 | -178,053 | -77.36% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 51,135 | 3,506 | 0.0% | 0.01% | 48 | -130,054 | -71.78% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 46,992 | 3,222 | 0.08% | 0.06% | 49 | +9,407 | 25.03% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 46,179 | 3,166 | 0.01% | 0.01% | 50 | +3,293 | 7.68% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 46,090 | 3,160 | 0.01% | 0.02% | 51 | -55,134 | -54.47% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 44,776 | 3,070 | 0.0% | 0.0% | 52 | +592 | 1.34% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 44,758 | 3,069 | 0.0% | 0.0% | 53 | -31,602 | -41.39% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 41,673 | 2,857 | 0.0% | 0.0% | 54 | +3,842 | 10.16% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 40,749 | 2,794 | 0.0% | 0.0% | 55 | +30,637 | 302.98% | Q1 2026 | May 15, 2026 |
| Teewinot Capital Advisers, L.L.C. | History | No change | 39,260 | 2,692 | 0.21% | 0.18% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 37,576 | 2,576 | 0.0% | 0.0% | 57 | +16,753 | 80.45% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 36,958 | 2,534 | 0.0% | 0.0% | 58 | +5,547 | 17.66% | Q1 2026 | May 13, 2026 |
| FORMULA GROWTH LTD | History | No change | 35,800 | 2,454 | 1.11% | 0.85% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 34,388 | 2,357 | 0.04% | — | 60 | +34,388 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 32,450 | 2,225 | 0.0% | 0.0% | 61 | -3,413 | -9.52% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 31,436 | 2,155 | 0.0% | — | 62 | +31,436 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 29,558 | 2,027 | 0.0% | 0.0% | 63 | -2,804 | -8.66% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 29,404 | 2,016 | 0.0% | — | 64 | +29,404 | New | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | No change | 28,300 | 1,940 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 27,800 | 1,906 | 0.0% | 0.0% | 66 | -1,376 | -4.72% | Q1 2026 | May 08, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 26,442 | 1,813 | 0.08% | 0.07% | 67 | -967 | -3.53% | Q1 2026 | May 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 26,434 | 1,812 | 0.0% | 0.0% | 68 | +383 | 1.47% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,254 | 1,732 | 0.0% | 0.0% | 69 | -1,359 | -5.11% | Q1 2026 | Apr 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 22,055 | 1,512 | 0.09% | 0.06% | 70 | +11,036 | 100.15% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 21,753 | 1,491 | 0.0% | 0.0% | 71 | -10,512 | -32.58% | Q1 2026 | Jul 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 22,268 | 1,486 | 0.0% | 0.0% | 72 | -40,893 | -64.74% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 21,004 | 1,440 | 0.0% | 0.0% | 73 | +10,923 | 108.35% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,887 | 1,432 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 20,579 | 1,411 | 0.0% | 0.0% | 75 | -15,949 | -43.66% | Q1 2026 | May 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 19,818 | 1,358 | 0.09% | — | 76 | +19,818 | New | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 20,897 | 1,292 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 17,975 | 1,232 | 0.01% | 0.01% | 78 | -4,000 | -18.2% | Q1 2026 | May 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,407 | 1,194 | 0.0% | 0.0% | 79 | +2,783 | 19.03% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 17,183 | 1,178 | 0.0% | 0.0% | 80 | +6,420 | 59.65% | Q1 2026 | Apr 30, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 17,635 | 1,143 | 0.04% | 0.02% | 81 | +97 | 0.55% | Q1 2026 | Apr 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 16,075 | 1,102 | 0.0% | 0.0% | 82 | +472 | 3.03% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 15,433 | 1,058 | 0.0% | 0.0% | 83 | -24,420 | -61.28% | Q1 2026 | May 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 13,951 | 956 | 0.0% | 0.0% | 84 | +10,570 | 312.63% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 13,757 | 943 | 0.0% | 0.0% | 85 | -112 | -0.81% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 13,519 | 922 | 0.0% | 0.0% | 86 | +5,411 | 66.74% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 12,991 | 890 | 0.0% | 0.0% | 87 | +4,238 | 48.42% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 12,607 | 865 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | New | 12,346 | 846 | 0.01% | — | 89 | +12,346 | New | Q1 2026 | May 15, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | New | 11,646 | 798 | 0.38% | — | 90 | +11,646 | New | Q1 2026 | Apr 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 11,031 | 756 | 0.0% | 0.01% | 91 | -25,296 | -69.63% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 10,412 | 713 | 0.02% | — | 92 | +10,412 | New | Q1 2026 | Apr 29, 2026 |
| Jump Financial, LLC | History | Reduced | 10,166 | 697 | 0.01% | 0.01% | 93 | -2,134 | -17.35% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,043 | 688 | 0.0% | 0.0% | 94 | +1,178 | 13.29% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 9,903 | 679 | 0.0% | 0.0% | 95 | -291 | -2.85% | Q1 2026 | May 01, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 9,728 | 667 | 0.0% | — | 96 | +9,728 | New | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Added to | 9,483 | 650 | 0.03% | 0.01% | 97 | +5,497 | 137.91% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 9,100 | 624 | 0.0% | 0.0% | 98 | +3,700 | 68.52% | Q1 2026 | Apr 28, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 8,955 | 614 | 0.01% | 0.01% | 99 | +1,255 | 16.3% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 8,833 | 605 | 0.0% | 0.0% | 100 | -93 | -1.04% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 8,641 | 592 | 0.0% | 0.0% | 101 | -25,272 | -74.52% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 8,540 | 585 | 0.01% | 0.01% | 102 | -230 | -2.62% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | New | 7,966 | 546 | 0.0% | — | 103 | +7,966 | New | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | No change | 7,856 | 538 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 7,758 | 531 | 0.01% | 0.01% | 105 | +121 | 1.58% | Q1 2026 | May 05, 2026 |
| Inspire Investing, LLC | History | Reduced | 7,561 | 518 | 0.04% | 0.04% | 106 | -16 | -0.21% | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 7,446 | 510 | 0.0% | 0.0% | 107 | +1,709 | 29.79% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,288 | 500 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,024 | 481 | 0.0% | 0.0% | 109 | +72 | 1.04% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 6,941 | 475 | 0.0% | 0.0% | 110 | -164 | -2.31% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 6,808 | 466 | 0.0% | 0.0% | 111 | -57,164 | -89.36% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 6,785 | 465 | 0.0% | 0.0% | 112 | -8,296 | -55.01% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 6,719 | 460 | 0.0% | 0.0% | 113 | -26,867 | -79.99% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 6,600 | 452 | 0.01% | 0.01% | 114 | -200 | -2.94% | Q1 2026 | Apr 20, 2026 |
| Corient Private Wealth LLC | History | Added to | 6,273 | 430 | 0.0% | 0.0% | 115 | +151 | 2.47% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 5,779 | 396 | 0.0% | — | 117 | +5,779 | New | Q1 2026 | May 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,777 | 396 | 0.0% | 0.0% | 116 | -56 | -0.96% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,151 | 353 | 0.0% | 0.0% | 118 | +4 | 0.08% | Q1 2026 | May 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 5,700 | 352 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FOSTER & MOTLEY INC | History | No change | 5,127 | 352 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 4,945 | 339 | 0.0% | 0.0% | 121 | -23,319 | -82.5% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,800 | 329 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | New | 4,646 | 318 | 0.16% | — | 124 | +4,646 | New | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,624 | 318 | 0.0% | 0.0% | 123 | +91 | 2.01% | Q1 2026 | Apr 30, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 4,369 | 299 | 0.02% | 0.01% | 125 | +936 | 27.26% | Q1 2026 | Apr 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,322 | 296 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,273 | 293 | 0.0% | 0.0% | 127 | -40 | -0.93% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 4,263 | 292 | 0.08% | — | 129 | +4,263 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 4,263 | 292 | 0.08% | 0.08% | 128 | -4 | -0.09% | Q1 2026 | May 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 4,096 | 280 | 0.0% | 0.0% | 130 | -1,388 | -25.31% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,086 | 280 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,067 | 278 | 0.0% | 0.0% | 132 | +3,935 | 2981.06% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,012 | 275 | 0.0% | 0.0% | 133 | +435 | 12.16% | Q1 2026 | May 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,988 | 273 | 0.0% | 0.0% | 134 | -56 | -1.38% | Q1 2026 | Apr 24, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 4,760 | 271 | 0.09% | — | 135 | +4,760 | New | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 3,952 | 270 | 0.0% | 0.0% | 136 | -39 | -0.98% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,851 | 264 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | New | 3,784 | 259 | 0.02% | — | 138 | +3,784 | New | Q1 2026 | May 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 3,701 | 253 | 0.0% | 0.0% | 139 | -662 | -15.17% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 3,669 | 251 | 0.0% | 0.0% | 140 | -4 | -0.11% | Q1 2026 | May 01, 2026 |
| SAX WEALTH ADVISORS, LLC | History | No change | 4,057 | 250 | 0.01% | 0.01% | 141 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Numerai GP LLC | History | Reduced | 3,627 | 248 | 0.02% | 0.04% | 142 | -1,915 | -34.55% | Q1 2026 | May 15, 2026 |
| Bridgefront Capital, LLC | History | New | 3,429 | 235 | 0.06% | — | 143 | +3,429 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,409 | 233 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 3,355 | 230 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 3,311 | 227 | 0.03% | 0.03% | 146 | -116 | -3.38% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 3,284 | 225 | 0.0% | 0.0% | 147 | -226 | -6.44% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 3,201 | 219 | 0.0% | — | 148 | +3,201 | New | Q1 2026 | May 08, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 3,129 | 214 | 0.0% | 0.01% | 149 | -1,681 | -34.95% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,100 | 213 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 3,094 | 212 | 0.0% | 0.0% | 151 | -3,594 | -53.74% | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | Reduced | 3,024 | 207 | 0.0% | 0.01% | 152 | -744 | -19.75% | Q1 2026 | May 13, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | New | 3,000 | 205 | 0.05% | — | 153 | +3,000 | New | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 3,263 | 201 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 2,685 | 184 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 2,611 | 179 | 0.0% | 0.0% | 156 | -247 | -8.64% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 2,685 | 166 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,299 | 158 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,974 | 135 | 0.0% | 0.0% | 159 | -6,172 | -75.77% | Q1 2026 | Apr 16, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,851 | 126 | 0.0% | — | 160 | +1,851 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,730 | 118 | 0.0% | 0.0% | 161 | +1,239 | 252.34% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,557 | 106 | 0.0% | 0.0% | 162 | +25 | 1.63% | Q1 2026 | May 08, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,358 | 93 | 0.0% | 0.0% | 163 | -471 | -25.75% | Q1 2026 | Apr 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,251 | 85 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | New | 1,154 | 79 | 0.01% | — | 165 | +1,154 | New | Q1 2026 | May 13, 2026 |
| Freestone Grove Partners LP | History | New | 885 | 60 | 0.0% | — | 166 | +885 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,298 | 43 | 0.0% | 0.0% | 167 | +3,872 | 26.84% | Q1 2026 | Apr 08, 2026 |
| Versant Capital Management, Inc | History | No change | 505 | 34 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 415 | 28 | 0.0% | 0.0% | 169 | +202 | 94.84% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 356 | 24 | 0.0% | 0.0% | 170 | -234 | -39.66% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 327 | 22 | 0.0% | 0.05% | 171 | -10,626 | -97.01% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 297 | 20 | 0.0% | 0.0% | 172 | +101 | 51.53% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Reduced | 296 | 20 | 0.0% | 0.0% | 173 | -86 | -22.51% | Q1 2026 | Apr 30, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 280 | 18 | 0.0% | 0.0% | 174 | +183 | 188.66% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 177 | 12 | 0.0% | 0.0% | 176 | -244 | -57.96% | Q1 2026 | Apr 06, 2026 |
| Tacita Capital Inc | History | New | 188 | 12 | 0.01% | — | 177 | +188 | New | Q1 2026 | May 07, 2026 |
| Matrix Trust Co | History | Reduced | 180 | 12 | 0.0% | 0.0% | 175 | -54 | -23.08% | Q1 2026 | Apr 09, 2026 |
| Parallel Advisors, LLC | History | New | 159 | 10 | 0.0% | — | 179 | +159 | New | Q1 2026 | Jun 02, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 160 | 10 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 116 | 7 | 0.0% | 0.0% | 181 | +32 | 38.1% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 115 | 7 | 0.0% | 0.0% | 180 | -16 | -12.21% | Q1 2026 | May 11, 2026 |
| Archer Investment Corp | History | Added to | 110 | 7 | 0.0% | 0.0% | 182 | +1 | 0.92% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 87 | 5 | 0.0% | 0.0% | 187 | -345 | -79.86% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 77 | 5 | 0.0% | 0.0% | 184 | -18 | -18.95% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 77 | 5 | 0.0% | 0.0% | 183 | -14 | -15.38% | Q1 2026 | May 01, 2026 |
| Root Financial Partners, LLC | History | Added to | 77 | 5 | 0.0% | 0.0% | 186 | +11 | 16.67% | Q1 2026 | Apr 24, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 86 | 5 | 0.0% | 0.0% | 188 | -2 | -2.27% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 82 | 5 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Torren Management, LLC | History | Reduced | 63 | 4 | 0.0% | 0.03% | 190 | -746 | -92.21% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 62 | 4 | 0.0% | 0.0% | 189 | +44 | 244.44% | Q1 2026 | Apr 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 52 | 3 | 0.0% | 0.0% | 191 | +6 | 13.04% | Q1 2026 | May 14, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 55 | 3 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 50 | 3 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 37 | 2 | 0.0% | — | 198 | +37 | New | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | No change | 30 | 2 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | New | 25 | 1 | 0.0% | — | 209 | +25 | New | Q1 2026 | Apr 29, 2026 |
| Quarry LP | History | New | 24 | 1 | 0.0% | — | 210 | +24 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 21 | 1 | 0.0% | — | 207 | +12 | 133.33% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 20 | 1 | 0.0% | — | 201 | +7 | 53.85% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 205 | -7 | -26.92% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 28 | 1 | 0.0% | 0.0% | 199 | +6 | 27.27% | Q1 2026 | May 07, 2026 |
| Bare Financial Services, Inc | History | Reduced | 22 | 1 | 0.0% | 0.0% | 206 | -6 | -21.43% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 16 | 1 | 0.0% | — | 203 | +3 | 23.08% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 29 | 1 | 0.0% | 0.0% | 202 | +2 | 7.41% | Q1 2026 | May 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 17 | 1 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Essential Partners LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| TOWLE & CO | History | Closed out | 0 | 0 | — | 2.31% | — | -141,087 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -136,644 | -100.0% | Q1 2026 | Jun 18, 2026 |
| Covalis Capital LLP | History | Closed out | 0 | 0 | — | 0.4% | — | -93,018 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -73,638 | -100.0% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -66,199 | -100.0% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -47,612 | -100.0% | Q1 2026 | May 18, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -41,706 | -100.0% | Q1 2026 | Apr 27, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.07% | — | -41,353 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -38,216 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,317 | -100.0% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -30,794 | -100.0% | Q1 2026 | May 11, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -23,775 | -100.0% | Q1 2026 | May 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -23,113 | -100.0% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -18,899 | -100.0% | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,395 | -100.0% | Q1 2026 | May 01, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,827 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -11,119 | -100.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,807 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,717 | -100.0% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,568 | -100.0% | Q1 2026 | May 15, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.07% | — | -5,459 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,006 | -100.0% | Q1 2026 | May 13, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,883 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,608 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -4,600 | -100.0% | Q1 2026 | May 12, 2026 |
| LSV ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -3,600 | -100.0% | Q1 2026 | May 11, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -3,569 | -100.0% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -3,226 | -100.0% | Q1 2026 | May 12, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -666 | -100.0% | Q1 2026 | May 08, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -360 | -100.0% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -128 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Jun 02, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 7 | 0 | — | 0.0% | — | -32 | -82.05% | Q1 2026 | Apr 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 13 | 0 | — | — | — | +10 | 333.33% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 12 | 0 | — | — | — | -3 | -20.0% | Q1 2026 | Apr 20, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q1 2026 | Apr 21, 2026 |
| IFP Advisors, Inc | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 9 | 0 | — | — | — | +1 | 12.5% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 13, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SIGNATUREFD, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |