SAP SE - SAP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Reduced | 14,534,441 | 2,488,441 | 0.84% | 1.22% | 1 | -194,440 | -1.32% | Q1 2026 | May 05, 2026 |
| EAGLE CAPITAL MANAGEMENT LLC | History | Added to | 7,848,603 | 1,343,759 | 4.51% | 3.13% | 2 | +3,705,173 | 89.42% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 6,581,080 | 1,126,746 | 0.06% | 0.08% | 3 | -209,633 | -3.09% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Added to | 5,011,856 | 854,400 | 0.2% | 0.14% | 4 | +1,425,076 | 39.73% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 4,261,272 | 729,572 | 0.44% | 0.31% | 5 | +1,938,294 | 83.44% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 3,616,017 | 619,098 | 0.04% | 0.05% | 6 | -65,421 | -1.78% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,300,374 | 565,057 | 0.06% | 0.04% | 7 | +1,794,302 | 119.14% | Q1 2026 | May 15, 2026 |
| WINDACRE PARTNERSHIP LLC | History | Added to | 2,762,125 | 472,903 | 5.06% | 6.39% | 8 | +311,000 | 12.69% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 2,018,383 | 345,567 | 0.03% | 0.03% | 9 | +276,263 | 15.86% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,429,828 | 244,800 | 0.03% | 0.05% | 10 | -71,730 | -4.78% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,378,513 | 236,015 | 0.04% | 0.01% | 11 | +1,034,365 | 300.56% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,281,111 | 215,598 | 0.01% | 0.02% | 12 | +81,087 | 6.76% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,196,825 | 207,818 | 0.05% | 0.07% | 13 | -45,643 | -3.67% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,153,096 | 197,421 | 0.0% | 0.01% | 14 | -69,519 | -5.69% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Added to | 1,147,405 | 196,447 | 2.34% | 0.85% | 15 | +803,214 | 233.36% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 983,406 | 173,453 | 0.08% | 0.06% | 16 | +481,173 | 95.81% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Added to | 1,024,724 | 172,520 | 0.36% | 0.01% | 17 | +1,003,719 | 4778.48% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 959,777 | 164,323 | 0.02% | 0.01% | 18 | +806,879 | 527.72% | Q1 2026 | May 12, 2026 |
| Optiver Holding B.V. | History | Added to | 908,100 | 155,475 | 0.05% | 0.06% | 19 | +249,530 | 37.89% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 894,797 | 153,152 | 0.21% | 0.0% | 20 | +894,245 | 162000.91% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 880,212 | 150,701 | 0.08% | — | 21 | +880,212 | New | Q1 2026 | May 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 833,584 | 140,283 | 0.32% | 0.56% | 22 | -286,149 | -25.56% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 804,819 | 137,793 | 0.02% | 0.01% | 23 | +305,755 | 61.27% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 790,307 | 135,308 | 0.02% | 0.02% | 24 | +368,177 | 87.22% | Q1 2026 | May 15, 2026 |
| Ruane, Cunniff & Goldfarb L.P. | History | Added to | 749,909 | 128,391 | 2.13% | 0.17% | 25 | +703,982 | 1532.83% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 715,143 | 122,439 | 0.02% | 0.03% | 26 | -1,083 | -0.15% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 701,895 | 120,171 | 0.02% | 0.03% | 27 | -14,789 | -2.06% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 701,062 | 120,028 | 0.03% | 0.05% | 28 | -28,814 | -3.95% | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 550,531 | 94,256 | 0.05% | 0.05% | 29 | +179,040 | 48.19% | Q1 2026 | May 04, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 533,732 | 91,380 | 0.21% | 0.09% | 30 | +392,022 | 276.64% | Q1 2026 | May 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 520,926 | 89,187 | 0.36% | 0.09% | 31 | +417,671 | 404.5% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 336,683 | 81,783 | 0.01% | 0.01% | 32 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Sustainable Growth Advisers, LP | History | Reduced | 474,104 | 81,171 | 0.76% | 1.16% | 33 | -212,747 | -30.97% | Q1 2026 | May 11, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 465,756 | 79,746 | 0.56% | 0.42% | 34 | +236,302 | 102.98% | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Added to | 456,005 | 78,072 | 0.96% | 0.84% | 35 | +205,257 | 81.86% | Q1 2026 | May 14, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | New | 453,650 | 77,669 | 0.37% | — | 36 | +453,650 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 445,436 | 76,263 | 0.06% | 0.03% | 37 | +365,026 | 453.96% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 427,152 | 73,132 | 0.12% | 0.0% | 38 | +421,791 | 7867.77% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 380,246 | 65,101 | 0.05% | 0.08% | 39 | -9,770 | -2.51% | Q1 2026 | May 11, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 373,176 | 63,891 | 1.09% | 1.48% | 40 | +6,294 | 1.72% | Q1 2026 | May 15, 2026 |
| HARDING LOEVNER LP | History | Reduced | 359,225 | 61,504 | 0.63% | 0.83% | 41 | -27,668 | -7.15% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 331,532 | 56,761 | 0.07% | 0.02% | 42 | +256,302 | 340.69% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 320,121 | 54,909 | 0.07% | — | 43 | +320,121 | New | Q1 2026 | May 12, 2026 |
| DAVIS SELECTED ADVISERS | History | Added to | 317,422 | 54,346 | 0.25% | 0.06% | 44 | +261,075 | 463.33% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 304,570 | 52,108 | 0.03% | 0.0% | 45 | +302,999 | 19287.01% | Q1 2026 | Apr 30, 2026 |
| Aviso Financial Inc. | History | Added to | 298,377 | 51,085 | 1.81% | 2.65% | 46 | +11,511 | 4.01% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 278,205 | 47,631 | 0.07% | 0.13% | 47 | -102,269 | -26.88% | Q1 2026 | May 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 228,455 | 47,431 | 0.02% | 0.02% | 48 | +18,733 | 8.93% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 272,900 | 46,723 | 0.02% | 0.01% | 49 | +184,900 | 210.11% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 267,076 | 45,725 | 0.03% | 0.04% | 50 | +22,222 | 9.08% | Q1 2026 | May 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 256,495 | 43,914 | 0.14% | — | 51 | +256,495 | New | Q1 2026 | May 15, 2026 |
| Night Owl Capital Management, LLC | History | Added to | 249,017 | 42,634 | 4.97% | 6.59% | 52 | +1,465 | 0.59% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 246,552 | 42,194 | 0.01% | 0.03% | 53 | -110,158 | -30.88% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 226,788 | 38,828 | 0.01% | 0.01% | 54 | -16,801 | -6.9% | Q1 2026 | May 05, 2026 |
| Alphadyne Asset Management LP | History | New | 209,604 | 35,886 | 0.62% | — | 55 | +209,604 | New | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 205,559 | 35,193 | 0.08% | 0.0% | 56 | +200,659 | 4095.08% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 197,391 | 33,795 | 0.03% | 0.03% | 57 | +54,924 | 38.55% | Q1 2026 | May 14, 2026 |
| AMF Tjanstepension AB | History | Added to | 195,895 | 33,539 | 0.22% | 0.29% | 58 | +5,584 | 2.93% | Q1 2026 | May 04, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 194,712 | 33,336 | 0.06% | 0.02% | 59 | +150,093 | 336.39% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 189,173 | 32,388 | 0.03% | 0.11% | 60 | -354,748 | -65.22% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 185,256 | 31,717 | 0.02% | 0.04% | 61 | -47,128 | -20.28% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 129,380 | 31,427 | 0.05% | 0.05% | 62 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 180,926 | 30,976 | 0.03% | 0.03% | 63 | -207 | -0.11% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 178,975 | 30,641 | 0.03% | 0.06% | 64 | -56,284 | -23.92% | Q1 2026 | May 13, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Added to | 173,354 | 29,679 | 0.87% | 1.2% | 65 | +1,309 | 0.76% | Q1 2026 | May 11, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 161,950 | 27,727 | 0.52% | — | 66 | +161,950 | New | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 156,796 | 26,845 | 0.02% | 0.03% | 67 | +2,068 | 1.34% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 154,861 | 26,513 | 0.0% | 0.01% | 68 | +13,905 | 9.86% | Q1 2026 | May 15, 2026 |
| Petrus Trust Company, LTA | History | No change | 152,542 | 26,116 | 2.85% | 3.75% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 154,453 | 25,334 | 0.01% | 0.0% | 70 | +148,018 | 2300.2% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 147,164 | 25,196 | 0.01% | 0.01% | 71 | +26,801 | 22.27% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 145,632 | 24,934 | 0.02% | — | 72 | +145,632 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 143,889 | 24,635 | 0.04% | 0.06% | 73 | +12,361 | 9.4% | Q1 2026 | May 15, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 143,756 | 24,612 | 1.34% | 2.2% | 74 | +15,854 | 12.4% | Q1 2026 | Apr 17, 2026 |
| Cerity Partners LLC | History | Added to | 139,770 | 23,929 | 0.03% | 0.04% | 75 | +15,371 | 12.36% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 138,939 | 23,787 | 0.58% | 0.61% | 76 | +4,448 | 3.31% | Q1 2026 | Apr 17, 2026 |
| COERENTE CAPITAL MANAGEMENT | History | Added to | 137,685 | 23,573 | 4.39% | 5.14% | 77 | +21,630 | 18.64% | Q1 2026 | Apr 17, 2026 |
| Walleye Trading LLC | History | Added to | 133,954 | 22,934 | 0.04% | 0.03% | 78 | +59,603 | 80.16% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 133,646 | 22,881 | 0.01% | 0.05% | 79 | -345,878 | -72.13% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 132,988 | 22,768 | 0.01% | 0.01% | 80 | +39,057 | 41.58% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Added to | 129,408 | 22,155 | 0.09% | 0.09% | 81 | +32,318 | 33.29% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 128,571 | 22,012 | 0.01% | 0.02% | 82 | +1,270 | 1.0% | Q1 2026 | May 12, 2026 |
| FAYEZ SAROFIM & CO | History | Added to | 127,893 | 21,896 | 0.06% | 0.06% | 83 | +26,106 | 25.65% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 126,087 | 21,587 | 0.01% | 0.01% | 84 | -820 | -0.65% | Q1 2026 | May 06, 2026 |
| MARSICO CAPITAL MANAGEMENT LLC | History | Added to | 125,302 | 21,452 | 0.63% | 0.8% | 85 | +6,468 | 5.44% | Q1 2026 | May 13, 2026 |
| Promethos Capital, LLC | History | Added to | 124,631 | 21,338 | 5.73% | 6.72% | 86 | +23,119 | 22.77% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 122,505 | 20,974 | 0.4% | — | 87 | +122,505 | New | Q1 2026 | Apr 27, 2026 |
| Hudson Bay Capital Management LP | History | New | 120,000 | 20,545 | 0.07% | — | 88 | +120,000 | New | Q1 2026 | May 13, 2026 |
| Aberdeen Group plc | History | New | 119,229 | 20,413 | 0.03% | — | 89 | +119,229 | New | Q1 2026 | Apr 29, 2026 |
| Vident Advisory, LLC | History | Added to | 118,425 | 20,275 | 0.17% | 0.04% | 90 | +100,612 | 564.82% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 114,420 | 19,589 | 0.01% | 0.01% | 91 | -16,919 | -12.88% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 106,141 | 18,172 | 0.52% | 0.13% | 92 | +87,379 | 465.72% | Q1 2026 | May 15, 2026 |
| Capital International, Inc./CA/ | History | Added to | 104,811 | 17,944 | 0.14% | 0.11% | 93 | +46,111 | 78.55% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 102,239 | 17,504 | 0.01% | 0.01% | 94 | +59,169 | 137.38% | Q1 2026 | May 15, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 101,507 | 17,379 | 0.18% | 0.06% | 95 | +82,269 | 427.64% | Q1 2026 | May 12, 2026 |
| Obermeyer Wealth Partners | History | Reduced | 101,445 | 17,368 | 0.8% | 1.18% | 96 | -4,888 | -4.6% | Q1 2026 | Apr 20, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 100,987 | 17,290 | 0.04% | 0.05% | 97 | +24,538 | 32.1% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 97,947 | 16,769 | 0.02% | 0.03% | 98 | -10,558 | -9.73% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 97,589 | 16,708 | 0.0% | 0.0% | 99 | +90,015 | 1188.47% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 91,591 | 15,681 | 0.08% | 0.14% | 100 | -10,284 | -10.09% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 90,681 | 15,525 | 0.07% | 0.06% | 101 | +8,281 | 10.05% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 90,304 | 15,461 | 0.02% | 0.02% | 102 | +7,988 | 9.7% | Q1 2026 | May 05, 2026 |
| Cardinal Capital Management, Inc. | History | Added to | 90,046 | 15,416 | 0.42% | 0.63% | 103 | +6,205 | 7.4% | Q1 2026 | Apr 07, 2026 |
| BARCLAYS PLC | History | New | 89,240 | 15,278 | 0.0% | — | 104 | +89,240 | New | Q1 2026 | May 14, 2026 |
| Dash Acquisitions Inc. | History | Added to | 81,128 | 14,517 | 3.02% | 3.28% | 105 | +2,248 | 2.85% | Q1 2026 | May 08, 2026 |
| Oribel Capital Management, LP | History | Added to | 80,200 | 13,731 | 0.61% | 0.64% | 106 | +22,600 | 39.24% | Q1 2026 | May 14, 2026 |
| TB Capital Gestao de Recursos Ltda. | History | New | 77,681 | 13,299 | 8.14% | — | 107 | +77,681 | New | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 76,364 | 13,074 | 0.19% | 0.3% | 108 | -8,405 | -9.92% | Q1 2026 | May 11, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 75,000 | 12,840 | 0.28% | 0.38% | 109 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 74,187 | 12,701 | 0.01% | 0.02% | 110 | -13,687 | -15.58% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Added to | 73,292 | 12,548 | 0.03% | 0.03% | 111 | +9,674 | 15.21% | Q1 2026 | May 06, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 72,082 | 12,341 | 0.05% | 0.07% | 112 | +903 | 1.27% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Added to | 71,173 | 12,185 | 0.19% | 0.23% | 113 | +10,682 | 17.66% | Q1 2026 | Apr 27, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 68,431 | 11,716 | 0.0% | 0.01% | 114 | -217,779 | -76.09% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 66,919 | 11,457 | 0.05% | 0.07% | 115 | -29,149 | -30.34% | Q1 2026 | May 13, 2026 |
| FORA Capital, LLC | History | Added to | 66,690 | 11,417 | 0.84% | 0.53% | 116 | +48,491 | 266.45% | Q1 2026 | May 14, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 66,674 | 11,415 | 0.08% | 0.24% | 117 | -166,658 | -71.43% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 45,274 | 10,997 | 0.05% | 0.05% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Value Partners Investments Inc. | History | Added to | 63,946 | 10,959 | 0.84% | 0.78% | 119 | +21,904 | 52.1% | Q1 2026 | Apr 21, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 62,152 | 10,641 | 0.03% | 0.01% | 120 | +40,825 | 191.42% | Q1 2026 | Apr 22, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 61,053 | 10,452 | 0.11% | 0.16% | 121 | +2,112 | 3.58% | Q1 2026 | Apr 27, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 60,802 | 10,444 | 0.33% | 0.44% | 122 | -21,931 | -26.51% | Q1 2026 | Apr 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 60,052 | 10,281 | 0.0% | 0.0% | 123 | -12,640 | -17.39% | Q1 2026 | May 07, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 58,401 | 9,998 | 0.46% | 0.56% | 124 | +6,604 | 12.75% | Q1 2026 | May 12, 2026 |
| EQUITABLE TRUST CO | History | Added to | 58,052 | 9,939 | 0.46% | 0.19% | 125 | +40,383 | 228.55% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Reduced | 57,722 | 9,882 | 0.01% | 0.02% | 126 | -9,800 | -14.51% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 57,299 | 9,810 | 0.01% | 0.0% | 127 | +53,412 | 1374.12% | Q1 2026 | Apr 16, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 56,207 | 9,631 | 0.02% | 0.03% | 128 | -34,498 | -38.03% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 56,013 | 9,590 | 0.01% | 0.02% | 129 | +1,879 | 3.47% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 53,278 | 9,121 | 0.1% | 0.14% | 130 | +10,155 | 23.55% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 51,996 | 8,902 | 0.1% | 0.14% | 131 | +3,878 | 8.06% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 51,200 | 8,765 | 0.01% | 0.01% | 132 | -30,900 | -37.64% | Q1 2026 | May 14, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 51,041 | 8,738 | 0.56% | 0.66% | 133 | +5,960 | 13.22% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Added to | 50,838 | 8,704 | 0.0% | 0.0% | 134 | +9,377 | 22.62% | Q1 2026 | May 12, 2026 |
| Foresight Global Investors, Inc. | History | Added to | 50,825 | 8,701 | 5.65% | 4.44% | 135 | +12,012 | 30.95% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 50,740 | 8,684 | 0.01% | 0.01% | 136 | +390 | 0.77% | Q1 2026 | May 13, 2026 |
| Guardian Partners Inc. | History | Added to | 50,264 | 8,628 | 0.72% | 0.79% | 137 | +654 | 1.32% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 50,190 | 8,593 | 0.27% | 0.41% | 138 | +14,091 | 39.03% | Q1 2026 | Apr 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 48,936 | 8,378 | 0.08% | 0.12% | 139 | -2,741 | -5.3% | Q1 2026 | May 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 48,323 | 8,273 | 0.01% | 0.02% | 140 | -104,033 | -68.28% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Added to | 47,813 | 8,193 | 0.01% | 0.01% | 141 | +4,694 | 10.89% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Added to | 47,655 | 8,159 | 0.38% | 0.25% | 142 | +28,943 | 154.68% | Q1 2026 | May 14, 2026 |
| Rock Point Advisors, LLC | History | Added to | 47,137 | 8,070 | 2.18% | 2.04% | 143 | +13,568 | 40.42% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 47,010 | 8,048 | 0.03% | 0.04% | 144 | +6,108 | 14.93% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 46,904 | 8,019 | 0.02% | 0.01% | 145 | +42,926 | 1079.08% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 45,774 | 7,836 | 0.01% | 0.01% | 146 | +762 | 1.69% | Q1 2026 | Apr 27, 2026 |
| Callan Family Office, LLC | History | Added to | 44,460 | 7,612 | 0.17% | 0.22% | 147 | +2,825 | 6.79% | Q1 2026 | May 13, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 43,998 | 7,532 | 1.66% | 0.66% | 148 | +31,220 | 244.33% | Q1 2026 | Apr 27, 2026 |
| RWA WEALTH PARTNERS, LLC | History | Added to | 43,461 | 7,440 | 0.08% | 0.11% | 149 | +1,543 | 3.68% | Q1 2026 | May 13, 2026 |
| One Capital Management, LLC | History | Added to | 41,915 | 7,176 | 0.2% | 0.27% | 150 | +4,493 | 12.01% | Q1 2026 | May 12, 2026 |
| Henry James International Management Inc. | History | Reduced | 41,642 | 7,129 | 2.57% | 3.88% | 151 | -9,001 | -17.77% | Q1 2026 | Apr 10, 2026 |
| &PARTNERS | History | Added to | 40,244 | 6,869 | 0.03% | 0.04% | 152 | +5,554 | 16.01% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 39,409 | 6,747 | 0.1% | 0.2% | 153 | -15,994 | -28.87% | Q1 2026 | May 01, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 37,404 | 6,404 | 0.02% | 0.04% | 154 | -21,888 | -36.92% | Q1 2026 | May 04, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 36,552 | 6,258 | 0.46% | 0.56% | 155 | +5,596 | 18.08% | Q1 2026 | Apr 20, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 35,669 | 6,103 | 0.73% | 0.01% | 156 | +35,219 | 7826.44% | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 35,472 | 6,073 | 0.13% | 0.18% | 157 | -1,079 | -2.95% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 34,503 | 5,907 | 0.01% | 0.02% | 158 | -12,411 | -26.45% | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 34,319 | 5,874 | 0.01% | 0.01% | 159 | +2,473 | 7.77% | Q1 2026 | May 14, 2026 |
| Delta Investment Management, LLC | History | New | 33,134 | 5,672 | 1.02% | — | 160 | +33,134 | New | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 23,179 | 5,630 | 0.11% | 0.11% | 161 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 32,766 | 5,609 | 0.01% | 0.02% | 162 | -59,669 | -64.55% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | New | 32,571 | 5,576 | 0.15% | — | 163 | +32,571 | New | Q1 2026 | May 15, 2026 |
| Janney Capital Management LLC | History | No change | 22,828 | 5,545 | 0.35% | 0.35% | 164 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CIBC Asset Management Inc | History | Added to | 32,559 | 5,513 | 0.01% | 0.02% | 165 | +1,155 | 3.68% | Q1 2026 | May 12, 2026 |
| FULTON BREAKEFIELD BROENNIMAN LLC | History | Reduced | 31,993 | 5,477 | 0.36% | 0.53% | 166 | -2,398 | -6.97% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 31,405 | 5,376 | 0.0% | 0.0% | 167 | -13,058 | -29.37% | Q1 2026 | May 11, 2026 |
| HARBER ASSET MANAGEMENT LLC | History | New | 31,268 | 5,353 | 3.42% | — | 168 | +31,268 | New | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 30,922 | 5,294 | 0.02% | 0.03% | 169 | -10,442 | -25.24% | Q1 2026 | May 12, 2026 |
| Cohen Klingenstein LLC | History | No change | 30,179 | 5,166 | 0.17% | 0.22% | 170 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| LINCLUDEN MANAGEMENT LTD | History | Added to | 29,833 | 5,107 | 0.54% | 0.57% | 171 | +2,423 | 8.84% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 29,623 | 5,071 | 0.01% | 0.03% | 172 | -39,727 | -57.28% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 28,476 | 4,875 | 0.03% | 0.04% | 173 | -827 | -2.82% | Q1 2026 | May 05, 2026 |
| Moran Wealth Management, LLC | History | Added to | 27,971 | 4,788 | 0.15% | 0.16% | 174 | +6,498 | 30.26% | Q1 2026 | Apr 27, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 27,617 | 4,728 | 0.0% | 0.0% | 175 | -15,761 | -36.33% | Q1 2026 | May 13, 2026 |
| Cardinal Capital Management | History | Added to | 27,262 | 4,667 | 0.6% | 0.88% | 176 | +32 | 0.12% | Q1 2026 | Apr 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 27,229 | 4,661 | 0.14% | 0.24% | 177 | -5,254 | -16.17% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 27,198 | 4,656 | 0.0% | 0.01% | 178 | +947 | 3.61% | Q1 2026 | May 12, 2026 |
| SATURNA CAPITAL CORP | History | Added to | 27,073 | 4,635 | 0.07% | 0.07% | 179 | +4,952 | 22.39% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 27,060 | 4,632 | 0.0% | 0.01% | 180 | -122,414 | -81.9% | Q1 2026 | May 06, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 26,720 | 4,574 | 0.07% | 0.1% | 181 | +3,709 | 16.12% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Reduced | 27,030 | 4,555 | 0.01% | 0.01% | 182 | -10,893 | -28.72% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 26,361 | 4,513 | 0.01% | 0.01% | 183 | +4,190 | 18.9% | Q1 2026 | May 14, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | Reduced | 25,991 | 4,449 | 0.22% | 0.34% | 184 | -2,580 | -9.03% | Q1 2026 | May 07, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 25,872 | 4,429 | 0.01% | 0.01% | 185 | -4,549 | -14.95% | Q1 2026 | May 14, 2026 |
| Florida Trust Wealth Management Co | History | Added to | 24,638 | 4,218 | 0.12% | 0.15% | 186 | +2,998 | 13.85% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 24,472 | 4,189 | 0.07% | 0.12% | 187 | -3,046 | -11.07% | Q1 2026 | Apr 20, 2026 |
| Hollow Brook Wealth Management LLC | History | Added to | 24,360 | 4,170 | 1.06% | 1.2% | 188 | +5,310 | 27.87% | Q1 2026 | May 13, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 23,861 | 4,085 | 1.82% | 2.0% | 189 | -649 | -2.65% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 23,483 | 4,021 | 0.03% | 0.06% | 190 | -4,248 | -15.32% | Q1 2026 | Apr 07, 2026 |
| Skye Global Management LP | History | New | 23,200 | 3,972 | 0.08% | — | 191 | +23,200 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,951 | 3,930 | 0.01% | 0.01% | 192 | +5,823 | 34.0% | Q1 2026 | May 15, 2026 |
| Timber Creek Capital Management LLC | History | Added to | 22,741 | 3,893 | 0.94% | 1.21% | 193 | +1,243 | 5.78% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Counsel, Inc | History | Reduced | 22,460 | 3,845 | 0.47% | 0.65% | 194 | -200 | -0.88% | Q1 2026 | Apr 21, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 22,303 | 3,820 | 0.0% | 0.0% | 195 | +17,147 | 332.56% | Q1 2026 | May 15, 2026 |
| Quantitative Investment Management, LLC | History | Added to | 21,871 | 3,744 | 0.39% | 0.1% | 196 | +17,764 | 432.53% | Q1 2026 | May 15, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Reduced | 21,410 | 3,665 | 0.13% | 0.19% | 197 | -265 | -1.22% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 21,248 | 3,637 | 0.04% | 0.06% | 198 | -1,290 | -5.72% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 81,248 | 3,511 | 0.01% | 0.01% | 199 | +51,931 | 177.14% | Q1 2026 | Apr 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 20,399 | 3,492 | 0.02% | 0.01% | 200 | +3,129 | 18.12% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 20,193 | 3,457 | 0.04% | 0.05% | 201 | +1,316 | 6.97% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 19,563 | 3,349 | 0.05% | 0.08% | 202 | -787 | -3.87% | Q1 2026 | Apr 07, 2026 |
| Aperture Investors, LLC | History | No change | 19,441 | 3,328 | 0.42% | 0.54% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 19,400 | 3,321 | 0.0% | 0.04% | 204 | -107,322 | -84.69% | Q1 2026 | May 15, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | No change | 19,324 | 3,308 | 0.04% | 0.05% | 205 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | Reduced | 19,308 | 3,305 | 0.66% | 0.96% | 206 | -1,366 | -6.61% | Q1 2026 | Apr 28, 2026 |
| Naviter Wealth, LLC | History | Added to | 19,113 | 3,272 | 0.41% | 0.6% | 207 | +138 | 0.73% | Q1 2026 | Apr 10, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 18,554 | 3,176 | 0.01% | 0.01% | 208 | +493 | 2.73% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Added to | 18,421 | 3,154 | 0.13% | 0.02% | 209 | +16,017 | 666.26% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 18,091 | 3,097 | 0.02% | 0.02% | 210 | +6,763 | 59.7% | Q1 2026 | Apr 30, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 18,154 | 3,089 | 0.05% | 0.05% | 211 | +6,033 | 49.77% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 17,939 | 3,071 | 0.0% | 0.0% | 212 | -467 | -2.54% | Q1 2026 | May 07, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 17,845 | 3,055 | 0.14% | 0.2% | 213 | -807 | -4.33% | Q1 2026 | May 05, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | New | 17,840 | 3,054 | 0.64% | — | 214 | +17,840 | New | Q1 2026 | May 12, 2026 |
| Journey Advisory Group, LLC | History | Added to | 17,713 | 3,032 | 0.26% | 0.03% | 215 | +16,068 | 976.78% | Q1 2026 | May 05, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | Added to | 17,680 | 3,026 | 0.57% | 0.41% | 216 | +9,200 | 108.49% | Q1 2026 | Apr 22, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 17,223 | 2,948 | 0.09% | 0.1% | 217 | +4,780 | 38.42% | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | Reduced | 16,944 | 2,901 | 0.07% | 0.09% | 218 | -1,051 | -5.84% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 16,593 | 2,840 | 0.0% | 0.0% | 219 | +1,416 | 9.33% | Q1 2026 | Apr 27, 2026 |
| JCIC Asset Management Inc. | History | Added to | 16,378 | 2,804 | 0.86% | 1.15% | 220 | +913 | 5.9% | Q1 2026 | Apr 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 16,275 | 2,786 | 0.06% | 0.14% | 221 | -8,737 | -34.93% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 16,201 | 2,773 | 0.06% | 0.04% | 222 | +12,598 | 349.65% | Q1 2026 | Apr 27, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 16,180 | 2,770 | 0.02% | 0.06% | 223 | -14,945 | -48.02% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 16,036 | 2,745 | 0.03% | 0.06% | 224 | -1,637 | -9.26% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 15,901 | 2,722 | 0.01% | 0.02% | 225 | -7,188 | -31.13% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 11,086 | 2,692 | 0.0% | 0.0% | 226 | -9,416 | -45.93% | Q1 2026 | May 15, 2026 |
| FIRST MERCHANTS CORP | History | Added to | 15,450 | 2,645 | 0.1% | 0.1% | 227 | +3,945 | 34.29% | Q1 2026 | Apr 16, 2026 |
| Select Equity Group, L.P. | History | New | 15,393 | 2,635 | 0.01% | — | 228 | +15,393 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 15,335 | 2,625 | 0.0% | 0.0% | 229 | +3,083 | 25.16% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | Added to | 14,926 | 2,580 | 0.16% | 0.13% | 232 | +6,876 | 85.42% | Q1 2026 | Apr 20, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 15,071 | 2,580 | 0.01% | 0.01% | 230 | +6,427 | 74.35% | Q1 2026 | Apr 24, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 15,070 | 2,580 | 0.04% | 0.06% | 231 | +783 | 5.48% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 15,000 | 2,568 | 0.0% | — | 233 | +15,000 | New | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 14,900 | 2,551 | 0.03% | 0.04% | 234 | +4,000 | 36.7% | Q1 2026 | May 15, 2026 |
| HOWARD HUGHES MEDICAL INSTITUTE | History | New | 14,868 | 2,545 | 0.61% | — | 235 | +14,868 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 14,810 | 2,535 | 0.02% | 0.03% | 236 | -732 | -4.71% | Q1 2026 | May 14, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 14,704 | 2,517 | 0.11% | 0.11% | 237 | +4,816 | 48.71% | Q1 2026 | Apr 21, 2026 |
| Capital World Investors | History | Reduced | 14,877 | 2,503 | 0.0% | 0.0% | 238 | -8,591 | -36.61% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 14,515 | 2,485 | 0.0% | 0.01% | 239 | +949 | 7.0% | Q1 2026 | May 13, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 14,495 | 2,481 | 0.01% | 0.01% | 240 | +2,306 | 18.92% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 14,449 | 2,473 | 0.05% | 0.05% | 241 | +2,418 | 20.1% | Q1 2026 | May 12, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 14,340 | 2,455 | 0.6% | 0.56% | 242 | +5,011 | 53.71% | Q1 2026 | Apr 08, 2026 |
| XTX Topco Ltd | History | Added to | 14,326 | 2,452 | 0.04% | 0.07% | 243 | +3,196 | 28.72% | Q1 2026 | May 15, 2026 |
| DARA CAPITAL US, INC. | History | Added to | 14,304 | 2,448 | 2.32% | 2.96% | 245 | +547 | 3.98% | Q1 2026 | Apr 30, 2026 |
| Nuveen, LLC | History | Reduced | 14,302 | 2,448 | 0.0% | 0.0% | 244 | -231 | -1.59% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,030 | 2,402 | 0.02% | 0.02% | 246 | +1,902 | 15.68% | Q1 2026 | Apr 27, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 14,010 | 2,398 | 0.04% | 0.06% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 13,654 | 2,337 | 0.13% | 0.4% | 248 | -20,502 | -60.02% | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | New | 13,467 | 2,305 | 0.31% | — | 250 | +13,467 | New | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 13,463 | 2,305 | 0.0% | 0.01% | 249 | -407 | -2.93% | Q1 2026 | May 06, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 13,410 | 2,295 | 0.12% | 0.16% | 251 | -50 | -0.37% | Q1 2026 | Apr 13, 2026 |
| BAILARD, INC. | History | Reduced | 13,307 | 2,278 | 0.05% | 0.07% | 252 | -188 | -1.39% | Q1 2026 | May 11, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 13,122 | 2,246 | 0.08% | 0.08% | 253 | +3,692 | 39.15% | Q1 2026 | May 13, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 13,000 | 2,225 | 0.0% | 0.0% | 254 | +2,000 | 18.18% | Q1 2026 | May 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 12,843 | 2,198 | 0.03% | 0.03% | 255 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 12,826 | 2,173 | 0.02% | 0.01% | 256 | +8,193 | 176.84% | Q1 2026 | May 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 12,443 | 2,130 | 0.02% | 0.04% | 257 | -1,094 | -8.08% | Q1 2026 | May 12, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Reduced | 12,400 | 2,123 | 0.5% | 0.71% | 258 | -300 | -2.36% | Q1 2026 | May 12, 2026 |
| Acumen Wealth Advisors, LLC | History | Reduced | 12,387 | 2,120 | 0.57% | 1.33% | 259 | -6,607 | -34.78% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 12,373 | 2,104 | 0.04% | 0.14% | 260 | +44 | 0.36% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 12,190 | 2,087 | 0.04% | 0.07% | 261 | -3,711 | -23.34% | Q1 2026 | Apr 10, 2026 |
| STATE STREET CORP | History | No change | 12,178 | 2,084 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 12,172 | 2,083 | 0.27% | 0.43% | 263 | -1,252 | -9.33% | Q1 2026 | May 04, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 12,165 | 2,082 | 0.12% | 0.14% | 264 | +1,839 | 17.81% | Q1 2026 | Apr 21, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 12,013 | 2,056 | 0.03% | 0.04% | 265 | +1,069 | 9.77% | Q1 2026 | May 13, 2026 |
| Maxi Investments CY Ltd | History | New | 11,800 | 2,020 | 0.44% | — | 266 | +11,800 | New | Q1 2026 | May 14, 2026 |
| Burkett Asset Management Ltd | History | Added to | 11,590 | 1,984 | 1.96% | 2.71% | 267 | +567 | 5.14% | Q1 2026 | May 05, 2026 |
| CenterStar Asset Management, LLC | History | New | 11,500 | 1,968 | 0.25% | — | 268 | +11,500 | New | Q1 2026 | May 01, 2026 |
| Ravenswood Partners LP | History | Added to | 11,394 | 1,950 | 0.72% | 0.9% | 269 | +236 | 2.12% | Q1 2026 | May 12, 2026 |
| Twin Tree Management, LP | History | Reduced | 11,318 | 1,937 | 0.04% | 0.14% | 270 | -55,876 | -83.16% | Q1 2026 | May 14, 2026 |
| Alaethes Wealth, LLC | History | Added to | 11,091 | 1,898 | 0.54% | 0.75% | 271 | +128 | 1.17% | Q1 2026 | May 12, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 10,983 | 1,874 | 0.03% | 0.01% | 272 | +8,938 | 437.07% | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 10,950 | 1,874 | 0.01% | 0.02% | 273 | -310 | -2.75% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 10,913 | 1,868 | 0.03% | 0.01% | 274 | +8,350 | 325.79% | Q1 2026 | May 12, 2026 |
| GeoWealth Management, LLC | History | Added to | 10,860 | 1,859 | 0.07% | 0.06% | 275 | +4,109 | 60.87% | Q1 2026 | May 13, 2026 |
| Woodline Partners LP | History | New | 10,768 | 1,843 | 0.01% | — | 276 | +10,768 | New | Q1 2026 | May 15, 2026 |
| Cox Capital Mgt LLC | History | Reduced | 10,764 | 1,842 | 1.22% | 3.41% | 277 | -11,413 | -51.46% | Q1 2026 | Apr 14, 2026 |
| National Philanthropic Trust | History | New | 10,269 | 1,758 | 0.02% | — | 278 | +10,269 | New | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Reduced | 10,182 | 1,743 | 0.11% | 0.16% | 279 | -31 | -0.3% | Q1 2026 | Apr 29, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 9,970 | 1,706 | 0.07% | 0.05% | 280 | +3,859 | 63.15% | Q1 2026 | May 14, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Added to | 9,930 | 1,700 | 0.14% | 0.19% | 281 | +8 | 0.08% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 6,930 | 1,683 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Qtron Investments LLC | History | Reduced | 9,709 | 1,662 | 0.23% | 0.31% | 283 | -2 | -0.02% | Q1 2026 | May 15, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 9,557 | 1,636 | 0.18% | 0.13% | 284 | +4,543 | 90.61% | Q1 2026 | Apr 22, 2026 |
| First Affirmative Financial Network | History | New | 9,383 | 1,606 | 0.62% | — | 285 | +9,383 | New | Q1 2026 | May 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 9,370 | 1,604 | 0.01% | 0.0% | 286 | +7,471 | 393.42% | Q1 2026 | May 08, 2026 |
| Prospera Financial Services Inc | History | Added to | 9,325 | 1,596 | 0.03% | 0.04% | 287 | +161 | 1.76% | Q1 2026 | Apr 14, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 9,272 | 1,587 | 0.02% | 0.02% | 288 | +1,192 | 14.75% | Q1 2026 | May 08, 2026 |
| PCM Encore, LLC | History | Added to | 9,210 | 1,576 | 0.32% | 0.47% | 289 | +204 | 2.27% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | Added to | 9,145 | 1,565 | 0.03% | 0.04% | 290 | +1,535 | 20.17% | Q1 2026 | May 18, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 9,096 | 1,558 | 0.01% | 0.02% | 291 | +917 | 11.21% | Q1 2026 | Apr 07, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Reduced | 9,060 | 1,551 | 0.09% | 0.12% | 292 | -102 | -1.11% | Q1 2026 | May 14, 2026 |
| CHIRON CAPITAL MANAGEMENT, LLC | History | New | 9,009 | 1,542 | 1.58% | — | 293 | +9,009 | New | Q1 2026 | Apr 21, 2026 |
| Madison Asset Management, LLC | History | Added to | 8,983 | 1,537 | 0.02% | 0.02% | 294 | +2,173 | 31.91% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 8,811 | 1,508 | 0.02% | 0.03% | 295 | -1,225 | -12.21% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Added to | 8,620 | 1,475 | 0.01% | 0.01% | 296 | +943 | 12.28% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Reduced | 8,607 | 1,473 | 0.01% | 0.02% | 297 | -490 | -5.39% | Q1 2026 | May 11, 2026 |
| Permanens Capital L.P. | History | Added to | 8,494 | 1,454 | 0.19% | 0.24% | 298 | +959 | 12.73% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 8,553 | 1,439 | 0.05% | 0.09% | 300 | -700 | -7.57% | Q1 2026 | May 15, 2026 |
| Cunning Capital Partners, LP | History | No change | 8,407 | 1,439 | 0.73% | 0.94% | 299 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 8,325 | 1,425 | 0.0% | 0.01% | 301 | -5,560 | -40.04% | Q1 2026 | May 11, 2026 |
| Pacific Capital Partners Ltd | History | New | 8,300 | 1,421 | 1.4% | — | 302 | +8,300 | New | Q1 2026 | Apr 09, 2026 |
| NorthCoast Asset Management LLC | History | New | 8,179 | 1,400 | 0.03% | — | 303 | +8,179 | New | Q1 2026 | May 13, 2026 |
| Covenant Partners, LLC | History | No change | 5,763 | 1,399 | 0.41% | 0.41% | 304 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WINTON GROUP Ltd | History | New | 8,120 | 1,390 | 0.05% | — | 306 | +8,120 | New | Q1 2026 | May 12, 2026 |
| Ellevest, Inc. | History | Added to | 8,121 | 1,390 | 0.19% | 0.26% | 305 | +330 | 4.24% | Q1 2026 | May 11, 2026 |
| Compound Planning, Inc. | History | Reduced | 8,039 | 1,376 | 0.04% | 0.08% | 307 | -3,442 | -29.98% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 8,015 | 1,372 | 0.01% | 0.01% | 308 | +4,911 | 158.22% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,993 | 1,368 | 0.01% | 0.02% | 309 | +766 | 10.6% | Q1 2026 | Apr 20, 2026 |
| Ballentine Partners, LLC | History | Added to | 7,972 | 1,364 | 0.02% | 0.03% | 310 | +531 | 7.14% | Q1 2026 | May 14, 2026 |
| Banco de Sabadell, S.A | History | Added to | 8,103 | 1,364 | 0.9% | 1.21% | 311 | +446 | 5.82% | Q1 2026 | May 08, 2026 |
| Advisors Capital Management, LLC | History | Added to | 7,965 | 1,363 | 0.02% | 0.02% | 312 | +515 | 6.91% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 7,892 | 1,351 | 0.01% | 0.01% | 313 | +1,080 | 15.85% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning, LLC | History | New | 7,765 | 1,333 | 0.3% | — | 315 | +7,765 | New | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 5,489 | 1,333 | 0.09% | 0.09% | 314 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Stablepoint Partners, LLC | History | Added to | 7,702 | 1,318 | 0.2% | 0.23% | 316 | +1,722 | 28.8% | Q1 2026 | Apr 30, 2026 |
| SevenBridge Financial Group, LLC | History | Reduced | 7,293 | 1,269 | 0.2% | 0.3% | 317 | -365 | -4.77% | Q1 2026 | Apr 23, 2026 |
| Analyst IMS Investment Management Services Ltd. | History | Reduced | 7,400 | 1,267 | 0.04% | 0.06% | 318 | -750 | -9.2% | Q1 2026 | Apr 23, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 7,375 | 1,262 | 0.32% | 0.47% | 319 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BURNEY CO/ | History | Reduced | 7,252 | 1,241 | 0.04% | 0.06% | 320 | -162 | -2.19% | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,101 | 1,215 | 0.02% | 0.03% | 321 | +1,256 | 21.49% | Q1 2026 | May 07, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,083 | 1,212 | 0.03% | 0.05% | 322 | -1,406 | -16.56% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,019 | 1,201 | 0.01% | 0.01% | 323 | +2,571 | 57.8% | Q1 2026 | May 08, 2026 |
| NATIXIS | History | Added to | 6,867 | 1,164 | 0.0% | 0.0% | 324 | +3,377 | 96.76% | Q1 2026 | May 14, 2026 |
| denkapparat Operations GmbH | History | New | 6,746 | 1,154 | 0.48% | — | 325 | +6,746 | New | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 6,723 | 1,151 | 0.12% | 0.15% | 326 | +694 | 11.51% | Q1 2026 | May 11, 2026 |
| SALT Holding Corp. | History | Added to | 6,632 | 1,135 | 0.69% | 1.17% | 327 | +400 | 6.42% | Q1 2026 | May 15, 2026 |
| Ridgewood Investments LLC | History | New | 6,566 | 1,124 | 0.46% | — | 328 | +6,566 | New | Q1 2026 | Apr 03, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 6,452 | 1,104 | 0.0% | 0.0% | 329 | +709 | 12.35% | Q1 2026 | May 13, 2026 |
| DMC Group, LLC | History | Reduced | 6,446 | 1,103 | 0.75% | 1.13% | 330 | -499 | -7.19% | Q1 2026 | Apr 30, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 6,297 | 1,078 | 0.27% | 0.47% | 331 | -1,508 | -19.32% | Q1 2026 | May 01, 2026 |
| Capital Research Global Investors | History | Reduced | 6,388 | 1,075 | 0.0% | 0.0% | 332 | -14,368 | -69.22% | Q1 2026 | May 13, 2026 |
| YHB Investment Advisors, Inc. | History | Added to | 6,169 | 1,056 | 0.08% | 0.05% | 333 | +2,938 | 90.93% | Q1 2026 | Apr 10, 2026 |
| Palogic Value Management, L.P. | History | Added to | 6,159 | 1,054 | 0.45% | 0.62% | 334 | +40 | 0.65% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,127 | 1,049 | 0.02% | 0.03% | 335 | -1,050 | -14.63% | Q1 2026 | Apr 22, 2026 |
| STERLING INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,092 | 1,043 | 0.63% | 0.86% | 336 | -132 | -2.12% | Q1 2026 | May 01, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 6,059 | 1,037 | 0.05% | 0.07% | 337 | +59 | 0.98% | Q1 2026 | May 04, 2026 |
| May Hill Capital, LLC | History | Added to | 5,824 | 997 | 0.25% | 0.22% | 338 | +2,467 | 73.49% | Q1 2026 | May 06, 2026 |
| GFS Advisors, LLC | History | New | 25,000 | 991 | 0.13% | — | 339 | +25,000 | New | Q1 2026 | Apr 30, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 5,774 | 988 | 0.09% | 0.14% | 340 | -112 | -1.9% | Q1 2026 | Apr 24, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 5,741 | 982 | 0.19% | 0.2% | 341 | +1,702 | 42.14% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 5,729 | 980 | 0.0% | 0.0% | 342 | +144 | 2.58% | Q1 2026 | May 12, 2026 |
| Sierra Legacy Group | History | No change | 5,718 | 978 | 0.75% | 1.02% | 343 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 4,016 | 975 | 0.09% | 0.09% | 344 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Balentine LLC | History | Added to | 5,658 | 968 | 0.04% | 0.03% | 345 | +2,708 | 91.8% | Q1 2026 | Apr 24, 2026 |
| SYON CAPITAL LLC | History | Reduced | 5,623 | 962 | 0.05% | 0.07% | 346 | -401 | -6.66% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 5,491 | 940 | 0.04% | 0.07% | 347 | +109 | 2.03% | Q1 2026 | Apr 06, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 5,475 | 937 | 0.0% | 0.0% | 348 | +381 | 7.48% | Q1 2026 | Apr 30, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 5,423 | 928 | 0.01% | 0.02% | 349 | +144 | 2.73% | Q1 2026 | Apr 01, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 5,384 | 921 | 0.09% | 0.18% | 350 | -2,191 | -28.92% | Q1 2026 | May 05, 2026 |
| Modern Wealth Management, LLC | History | Added to | 5,123 | 877 | 0.02% | 0.02% | 351 | +12 | 0.23% | Q1 2026 | May 14, 2026 |
| Circle Wealth Management, LLC | History | Added to | 5,071 | 868 | 0.01% | 0.01% | 352 | +2,317 | 84.13% | Q1 2026 | May 11, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 5,056 | 865 | 0.35% | 0.49% | 353 | +211 | 4.36% | Q1 2026 | Apr 24, 2026 |
| Gibbs Wealth Management | History | Reduced | 4,974 | 851 | 0.11% | 0.42% | 354 | -1,972 | -28.39% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,931 | 844 | 0.0% | 0.0% | 355 | +887 | 21.93% | Q1 2026 | May 01, 2026 |
| Private Advisor Group, LLC | History | Reduced | 4,933 | 844 | 0.0% | 0.01% | 356 | -128 | -2.53% | Q1 2026 | Apr 24, 2026 |
| Northern Financial Advisors Inc | History | Added to | 4,916 | 841 | 0.61% | 1.04% | 357 | +1,184 | 31.73% | Q1 2026 | Apr 28, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 4,896 | 838 | 0.01% | 0.01% | 358 | -3,348 | -40.61% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,874 | 834 | 0.0% | 0.01% | 359 | -8,312 | -63.04% | Q1 2026 | Apr 29, 2026 |
| BSW Wealth Partners | History | Added to | 4,832 | 827 | 0.1% | 0.03% | 361 | +3,654 | 310.19% | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Added to | 4,831 | 827 | 0.0% | 0.01% | 360 | +515 | 11.93% | Q1 2026 | May 15, 2026 |
| Gryphon Financial Partners LLC | History | Added to | 4,787 | 819 | 0.08% | 0.07% | 362 | +1,983 | 70.72% | Q1 2026 | May 06, 2026 |
| BEARING POINT CAPITAL, LLC | History | Added to | 4,760 | 814 | 0.13% | 0.13% | 363 | +1,301 | 37.61% | Q1 2026 | May 07, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 4,720 | 808 | 0.11% | 0.26% | 364 | -1,933 | -29.05% | Q1 2026 | Apr 30, 2026 |
| Haverford Trust Co | History | No change | 4,719 | 807 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Boston Trust Walden Corp | History | Reduced | 4,665 | 798 | 0.01% | 0.01% | 366 | -30 | -0.64% | Q1 2026 | Apr 24, 2026 |
| Clarius Group, LLC | History | No change | 3,282 | 797 | 0.05% | 0.05% | 367 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Marathon Trading Investment Management LLC | History | Added to | 4,600 | 787 | 0.02% | 0.02% | 368 | +600 | 15.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 4,516 | 773 | 0.0% | 0.01% | 369 | +219 | 5.1% | Q1 2026 | May 13, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 4,500 | 770 | 0.01% | 0.01% | 370 | -240 | -5.06% | Q1 2026 | May 14, 2026 |
| Fiera Capital Corp | History | Added to | 4,434 | 759 | 0.0% | 0.0% | 371 | +2,040 | 85.21% | Q1 2026 | May 12, 2026 |
| Headlands Technologies LLC | History | Reduced | 4,431 | 758 | 0.09% | 0.27% | 372 | -8,982 | -66.96% | Q1 2026 | May 13, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Reduced | 4,429 | 758 | 0.05% | 0.08% | 373 | -144 | -3.15% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,422 | 757 | 0.07% | 0.08% | 374 | +1,722 | 63.78% | Q1 2026 | Apr 06, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 4,358 | 746 | 0.03% | 0.04% | 375 | -679 | -13.48% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 4,347 | 744 | 0.0% | 0.0% | 376 | +218 | 5.28% | Q1 2026 | May 14, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 4,292 | 734 | 0.07% | 0.13% | 377 | -1,632 | -27.55% | Q1 2026 | Apr 29, 2026 |
| American Trust Investment Advisors, LLC | History | Added to | 4,225 | 723 | 0.4% | 0.21% | 378 | +2,605 | 160.8% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Added to | 4,038 | 716 | 0.02% | 0.02% | 379 | +1,638 | 68.25% | Q1 2026 | Apr 17, 2026 |
| INTRUST BANK NA | History | Reduced | 4,165 | 713 | 0.06% | 0.09% | 380 | -507 | -10.85% | Q1 2026 | May 06, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 4,145 | 712 | 0.02% | 0.02% | 381 | +1,251 | 43.23% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,113 | 704 | 0.05% | 0.06% | 382 | +1,033 | 33.54% | Q1 2026 | Apr 14, 2026 |
| AXQ CAPITAL, LP | History | New | 4,072 | 697 | 0.09% | — | 383 | +4,072 | New | Q1 2026 | May 13, 2026 |
| SlateStone Wealth, LLC | History | Added to | 4,066 | 696 | 0.06% | 0.08% | 384 | +315 | 8.4% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | Added to | 4,061 | 695 | 0.05% | 0.07% | 385 | +2,164 | 114.07% | Q1 2026 | Apr 28, 2026 |
| Americana Partners, LLC | History | Reduced | 4,040 | 691 | 0.02% | 0.12% | 386 | -14,524 | -78.24% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,000 | 684 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BKM Wealth Management, LLC | History | Added to | 3,978 | 681 | 0.25% | 0.26% | 388 | +1,031 | 34.98% | Q1 2026 | Apr 22, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 4,197 | 674 | 0.04% | 0.07% | 389 | -281 | -6.28% | Q1 2026 | May 14, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 3,933 | 673 | 0.06% | — | 390 | +3,933 | New | Q1 2026 | Apr 08, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 3,910 | 669 | 0.15% | — | 391 | +3,910 | New | Q1 2026 | May 15, 2026 |
| Calydon Capital | History | Added to | 3,901 | 667 | 0.11% | 0.15% | 392 | +179 | 4.81% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Reduced | 3,893 | 666 | 0.02% | 0.08% | 393 | -7,070 | -64.49% | Q1 2026 | Apr 27, 2026 |
| HARBOUR INVESTMENT MANAGEMENT LLC | History | Reduced | 3,862 | 661 | 0.36% | 0.55% | 394 | -395 | -9.28% | Q1 2026 | Apr 23, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | New | 3,842 | 657 | 0.02% | — | 395 | +3,842 | New | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,794 | 649 | 0.01% | 0.01% | 396 | -944 | -19.92% | Q1 2026 | May 01, 2026 |
| WEALTHEDGE INVESTMENT ADVISORS, LLC | History | New | 3,774 | 646 | 0.24% | — | 397 | +3,774 | New | Q1 2026 | May 08, 2026 |
| Trust Point Inc. | History | Added to | 3,748 | 641 | 0.06% | 0.05% | 398 | +975 | 35.16% | Q1 2026 | Apr 15, 2026 |
| Modera Wealth Management, LLC | History | Reduced | 3,743 | 640 | 0.01% | 0.01% | 399 | -169 | -4.32% | Q1 2026 | May 06, 2026 |
| PDS Planning, Inc | History | Reduced | 3,696 | 632 | 0.04% | 0.07% | 400 | -546 | -12.87% | Q1 2026 | Apr 21, 2026 |
| ALPS ADVISORS INC | History | Added to | 3,691 | 631 | 0.0% | 0.0% | 401 | +262 | 7.64% | Q1 2026 | May 08, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 3,670 | 628 | 0.05% | 0.07% | 402 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vann Equity Management LLC | History | New | 3,615 | 618 | 0.44% | — | 403 | +3,615 | New | Q1 2026 | May 08, 2026 |
| Dynamic Advisor Solutions LLC | History | Reduced | 3,605 | 617 | 0.02% | 0.03% | 404 | -417 | -10.37% | Q1 2026 | Apr 08, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Added to | 3,600 | 616 | 0.02% | 0.03% | 405 | +180 | 5.26% | Q1 2026 | May 06, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,592 | 615 | 0.01% | 0.02% | 407 | -63 | -1.72% | Q1 2026 | Apr 22, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 3,596 | 615 | 0.01% | 0.02% | 406 | -46 | -1.26% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Reduced | 3,589 | 614 | 0.0% | 0.0% | 408 | -1,809 | -33.51% | Q1 2026 | May 04, 2026 |
| TCTC Holdings, LLC | History | No change | 3,561 | 609 | 0.02% | 0.03% | 409 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vest Financial, LLC | History | Added to | 3,554 | 608 | 0.01% | 0.01% | 410 | +1,205 | 51.3% | Q1 2026 | Apr 23, 2026 |
| South Shore Capital Advisors | History | Added to | 3,575 | 606 | 0.44% | 0.22% | 412 | +2,321 | 185.09% | Q1 2026 | Apr 28, 2026 |
| COMMERCE BANK | History | Added to | 3,541 | 606 | 0.0% | 0.0% | 411 | +409 | 13.06% | Q1 2026 | May 11, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 3,529 | 604 | 0.03% | 0.03% | 414 | +1,407 | 66.31% | Q1 2026 | Apr 29, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 3,533 | 604 | 0.01% | 0.01% | 413 | +88 | 2.55% | Q1 2026 | May 04, 2026 |
| Blue Trust, Inc. | History | Reduced | 3,523 | 603 | 0.01% | 0.01% | 415 | -211 | -5.65% | Q1 2026 | Apr 20, 2026 |
| SENTINEL TRUST CO LBA | History | New | 3,510 | 601 | 0.06% | — | 417 | +3,510 | New | Q1 2026 | May 07, 2026 |
| Keel Point, LLC | History | No change | 2,477 | 601 | 0.04% | 0.04% | 416 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LVW Advisors, LLC | History | Added to | 3,476 | 595 | 0.06% | 0.08% | 418 | +280 | 8.76% | Q1 2026 | Apr 20, 2026 |
| Argent Trust Co | History | Added to | 3,438 | 588 | 0.02% | 0.02% | 419 | +746 | 27.71% | Q1 2026 | May 13, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 3,431 | 587 | 0.04% | 0.07% | 420 | -869 | -20.21% | Q1 2026 | Apr 28, 2026 |
| Jefferies Financial Group Inc. | History | New | 3,417 | 585 | 0.0% | — | 421 | +3,417 | New | Q1 2026 | May 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 3,399 | 581 | 0.0% | 0.02% | 422 | -16,038 | -82.51% | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 3,382 | 579 | 0.11% | 0.16% | 423 | -21 | -0.62% | Q1 2026 | Apr 28, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 3,375 | 577 | 0.15% | 0.35% | 424 | -2,837 | -45.67% | Q1 2026 | May 15, 2026 |
| Howard Capital Management Group, LLC | History | No change | 3,375 | 577 | 0.04% | 0.05% | 425 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Diversified Trust Co | History | Reduced | 3,368 | 576 | 0.01% | 0.02% | 426 | -200 | -5.61% | Q1 2026 | Apr 16, 2026 |
| Meridian Wealth Management, LLC | History | Reduced | 3,365 | 576 | 0.02% | 0.03% | 427 | -150 | -4.27% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,332 | 570 | 0.0% | 0.01% | 428 | +970 | 41.07% | Q1 2026 | May 15, 2026 |
| Sowell Financial Services LLC | History | Added to | 3,318 | 568 | 0.02% | 0.02% | 429 | +778 | 30.63% | Q1 2026 | Apr 20, 2026 |
| Savant Capital, LLC | History | Added to | 3,308 | 566 | 0.0% | 0.0% | 430 | +1,349 | 68.86% | Q1 2026 | May 04, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 3,303 | 565 | 0.01% | 0.01% | 431 | -1,458 | -30.62% | Q1 2026 | May 06, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 3,282 | 563 | 0.03% | 0.04% | 432 | +48 | 1.48% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 3,264 | 558 | 0.01% | 0.01% | 433 | -45 | -1.36% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 3,256 | 557 | 0.0% | 0.0% | 434 | +538 | 19.79% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,247 | 555 | 0.01% | 0.0% | 435 | +2,087 | 179.91% | Q1 2026 | Apr 20, 2026 |
| Vontobel Holding Ltd. | History | Added to | 3,217 | 550 | 0.0% | 0.0% | 436 | +557 | 20.94% | Q1 2026 | May 08, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 3,160 | 541 | 0.01% | 0.01% | 437 | -282 | -8.19% | Q1 2026 | May 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 3,121 | 534 | 0.04% | 0.05% | 438 | +82 | 2.7% | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | Reduced | 3,096 | 530 | 0.01% | 0.01% | 439 | -2,473 | -44.41% | Q1 2026 | Apr 27, 2026 |
| Blueshift Asset Management, LLC | History | Added to | 3,097 | 530 | 0.16% | 0.06% | 440 | +2,234 | 258.86% | Q1 2026 | May 14, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 3,081 | 527 | 0.03% | 0.03% | 443 | +731 | 31.11% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,081 | 527 | 0.0% | 0.0% | 441 | -730 | -19.16% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,082 | 527 | 0.02% | 0.03% | 442 | +84 | 2.8% | Q1 2026 | May 15, 2026 |
| MAR VISTA INVESTMENT PARTNERS LLC | History | Reduced | 3,066 | 524 | 0.05% | 2.03% | 444 | -87,764 | -96.62% | Q1 2026 | May 12, 2026 |
| ForthRight Wealth Management, LLC | History | No change | 3,039 | 520 | 0.15% | 0.21% | 445 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Reduced | 3,035 | 519 | 0.02% | 0.03% | 446 | -513 | -14.46% | Q1 2026 | May 15, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Reduced | 3,050 | 513 | 0.18% | 0.12% | 447 | -181,050 | -98.34% | Q1 2026 | May 12, 2026 |
| Voleon Capital Management LP | History | Reduced | 2,986 | 511 | 0.01% | 0.16% | 449 | -26,864 | -90.0% | Q1 2026 | May 15, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 2,987 | 511 | 0.01% | 0.01% | 450 | -80 | -2.61% | Q1 2026 | May 07, 2026 |
| ROMAN BUTLER FULLERTON & CO | History | Reduced | 3,024 | 511 | 0.14% | 0.18% | 448 | -26 | -0.85% | Q1 2026 | Apr 30, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 2,930 | 501 | 0.15% | 0.2% | 451 | +175 | 6.35% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 2,883 | 493 | 0.0% | 0.0% | 452 | +297 | 11.48% | Q1 2026 | May 14, 2026 |
| Frec Markets, Inc. | History | Added to | 2,861 | 489 | 0.08% | 0.14% | 453 | +843 | 41.77% | Q1 2026 | May 13, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 2,845 | 487 | 0.01% | 0.01% | 454 | -408 | -12.54% | Q1 2026 | Apr 10, 2026 |
| Clare Market Investments LLC | History | New | 2,840 | 486 | 0.1% | — | 455 | +2,840 | New | Q1 2026 | Apr 29, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,832 | 484 | 0.02% | 0.09% | 456 | -8,684 | -75.41% | Q1 2026 | May 13, 2026 |
| Veratis Advisors, Inc. | History | No change | 2,418 | 484 | 0.38% | 0.38% | 457 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Avestar Capital, LLC | History | Added to | 2,826 | 483 | 0.03% | 0.04% | 458 | +205 | 7.82% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | Reduced | 2,803 | 479 | 0.01% | 0.02% | 459 | -3,067 | -52.25% | Q1 2026 | May 15, 2026 |
| Hexagon Capital Partners LLC | History | New | 2,783 | 476 | 0.07% | — | 460 | +2,783 | New | Q1 2026 | May 04, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 2,770 | 474 | 0.01% | 0.01% | 461 | +328 | 13.43% | Q1 2026 | Apr 28, 2026 |
| New Republic Capital, LLC | History | Reduced | 2,751 | 471 | 0.16% | 0.28% | 462 | -1,573 | -36.38% | Q1 2026 | May 01, 2026 |
| DRW Securities, LLC | History | New | 2,746 | 470 | 0.01% | — | 464 | +2,746 | New | Q1 2026 | May 13, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 2,747 | 470 | 0.0% | 0.0% | 463 | -216 | -7.29% | Q1 2026 | May 05, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 2,680 | 458 | 0.0% | 0.06% | 465 | -34,349 | -92.76% | Q1 2026 | May 15, 2026 |
| Optas, LLC | History | Reduced | 2,675 | 457 | 0.07% | 0.12% | 466 | -473 | -15.03% | Q1 2026 | Apr 24, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 2,657 | 454 | 0.06% | 0.16% | 468 | -2,214 | -45.45% | Q1 2026 | May 12, 2026 |
| Wedmont Private Capital | History | Added to | 2,685 | 454 | 0.01% | 0.02% | 467 | +319 | 13.48% | Q1 2026 | Apr 09, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 2,653 | 454 | 0.01% | 0.01% | 469 | +294 | 12.46% | Q1 2026 | May 11, 2026 |
| XPONANCE LLC | History | Added to | 2,634 | 450 | 0.0% | 0.0% | 470 | +604 | 29.75% | Q1 2026 | May 13, 2026 |
| TRITONPOINT WEALTH, LLC | History | Added to | 2,622 | 448 | 0.05% | 0.06% | 471 | +8 | 0.31% | Q1 2026 | Apr 21, 2026 |
| BIRCH FINANCIAL GROUP, LLC | History | Added to | 2,593 | 443 | 0.26% | 0.33% | 472 | +210 | 8.81% | Q1 2026 | Apr 16, 2026 |
| Cetera Trust Company, N.A | History | No change | 2,520 | 431 | 0.24% | 0.33% | 473 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | New | 2,500 | 428 | 0.1% | — | 474 | +2,500 | New | Q1 2026 | May 13, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 2,420 | 420 | 0.01% | 0.01% | 475 | -57 | -2.3% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 2,448 | 419 | 0.01% | 0.02% | 476 | -374 | -13.25% | Q1 2026 | Apr 07, 2026 |
| EJMK Ventures LLC | History | Reduced | 2,438 | 417 | 0.23% | 0.52% | 477 | -1,044 | -29.98% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 2,433 | 416 | 0.0% | 0.01% | 478 | -3,743 | -60.61% | Q1 2026 | Apr 30, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 2,407 | 412 | 0.04% | 0.09% | 479 | -1,340 | -35.76% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Added to | 2,405 | 411 | 0.01% | 0.01% | 480 | +485 | 25.26% | Q1 2026 | Apr 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 2,378 | 407 | 0.0% | 0.0% | 481 | -1,052 | -30.67% | Q1 2026 | May 18, 2026 |
| Independent Advisor Alliance | History | Reduced | 2,366 | 405 | 0.0% | 0.07% | 482 | -8,788 | -78.79% | Q1 2026 | May 12, 2026 |
| OneAscent Financial Services LLC | History | Added to | 2,362 | 404 | 0.02% | 0.02% | 483 | +1,513 | 178.21% | Q1 2026 | Apr 21, 2026 |
| Boreal Capital Management LLC | History | No change | 2,343 | 401 | 0.33% | 0.43% | 484 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 2,342 | 400 | 0.01% | 0.02% | 485 | -2,909 | -55.4% | Q1 2026 | Apr 21, 2026 |
| NORDEN GROUP LLC | History | Reduced | 2,306 | 394 | 0.04% | 0.07% | 487 | -725 | -23.92% | Q1 2026 | Apr 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 2,303 | 394 | 0.0% | 0.01% | 486 | +587 | 34.21% | Q1 2026 | Apr 23, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 2,287 | 391 | 0.12% | 0.16% | 489 | +147 | 6.87% | Q1 2026 | Apr 17, 2026 |
| Pine Haven Investment Counsel, Inc | History | No change | 2,285 | 391 | 0.29% | 0.39% | 488 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Abel Hall, LLC | History | Reduced | 2,279 | 390 | 0.08% | 0.27% | 490 | -2,445 | -51.76% | Q1 2026 | Apr 28, 2026 |
| FDx Advisors, Inc. | History | Reduced | 2,269 | 388 | 0.12% | 0.4% | 491 | -984 | -30.25% | Q1 2026 | May 01, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,240 | 383 | 0.01% | 0.02% | 492 | +316 | 16.42% | Q1 2026 | Apr 17, 2026 |
| Indivisible Partners | History | Added to | 2,219 | 379 | 0.03% | 0.06% | 493 | +46 | 2.12% | Q1 2026 | Apr 30, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 2,208 | 378 | 0.03% | 0.06% | 494 | -1,754 | -44.27% | Q1 2026 | May 14, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 2,196 | 376 | 0.0% | 0.01% | 495 | -235 | -9.67% | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 2,202 | 376 | 0.08% | 0.11% | 496 | -86 | -3.76% | Q1 2026 | Apr 13, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 2,176 | 372 | 0.02% | 0.02% | 497 | +782 | 56.1% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | New | 2,162 | 370 | 0.01% | — | 498 | +2,162 | New | Q1 2026 | Apr 17, 2026 |
| World Investment Advisors | History | Reduced | 2,143 | 366 | 0.01% | 0.01% | 499 | -1,524 | -41.56% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 2,132 | 363 | 0.0% | 0.0% | 500 | -1,611 | -43.04% | Q1 2026 | May 01, 2026 |
| Legacy Capital Group California, Inc. | History | New | 2,098 | 359 | 0.14% | — | 502 | +2,098 | New | Q1 2026 | May 04, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 2,139 | 359 | 0.02% | 0.03% | 501 | -98 | -4.38% | Q1 2026 | Apr 24, 2026 |
| Choate Investment Advisors | History | Added to | 2,091 | 358 | 0.01% | 0.01% | 503 | +88 | 4.39% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 1,544 | 356 | 0.0% | 0.0% | 504 | -86 | -5.28% | Q1 2026 | May 15, 2026 |
| LCM Capital Management Inc | History | Added to | 2,063 | 353 | 0.18% | 0.24% | 505 | +11 | 0.54% | Q1 2026 | Apr 21, 2026 |
| West Family Investments, Inc. | History | Reduced | 2,061 | 352 | 0.12% | 0.41% | 506 | -5,065 | -71.08% | Q1 2026 | May 07, 2026 |
| Brucke Financial, Inc. | History | Reduced | 2,056 | 352 | 0.18% | 0.6% | 507 | -2,490 | -54.77% | Q1 2026 | Apr 10, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 2,040 | 349 | 0.01% | 0.01% | 508 | +515 | 33.77% | Q1 2026 | May 11, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 2,026 | 346 | 0.15% | 0.33% | 509 | -1,082 | -34.81% | Q1 2026 | May 01, 2026 |
| MATHER GROUP, LLC. | History | Reduced | 2,007 | 343 | 0.0% | 0.01% | 510 | -89 | -4.25% | Q1 2026 | Apr 13, 2026 |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | History | Added to | 2,002 | 342 | 0.02% | 0.03% | 511 | +37 | 1.88% | Q1 2026 | Apr 15, 2026 |
| CHANNING GLOBAL ADVISORS, LLC | History | Added to | 1,996 | 341 | 0.2% | 0.21% | 512 | +635 | 46.66% | Q1 2026 | Apr 30, 2026 |
| HighPoint Advisor Group LLC | History | Reduced | 1,987 | 340 | 0.01% | 0.06% | 514 | -3,360 | -62.84% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 1,989 | 340 | 0.04% | 0.05% | 513 | +412 | 26.13% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 1,976 | 338 | 0.0% | 0.1% | 516 | -80,883 | -97.62% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 1,979 | 338 | 0.01% | 0.01% | 515 | +228 | 13.02% | Q1 2026 | Apr 29, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 1,972 | 337 | 0.02% | 0.14% | 517 | -7,814 | -79.85% | Q1 2026 | Apr 16, 2026 |
| Arax Advisory Partners | History | Reduced | 1,967 | 336 | 0.01% | 0.03% | 518 | -2,151 | -52.23% | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 1,951 | 334 | 0.01% | 0.02% | 519 | -1,094 | -35.93% | Q1 2026 | May 14, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 1,945 | 333 | 0.05% | 0.05% | 520 | +517 | 36.2% | Q1 2026 | May 15, 2026 |
| Cromwell Holdings LLC | History | Added to | 1,948 | 333 | 0.19% | 0.25% | 521 | +25 | 1.3% | Q1 2026 | Apr 30, 2026 |
| KBC Group NV | History | Added to | 1,909 | 327 | 0.0% | 0.0% | 522 | +88 | 4.83% | Q1 2026 | May 07, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 1,906 | 326 | 0.01% | 0.02% | 523 | -1,676 | -46.79% | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 1,893 | 324 | 0.0% | 0.0% | 524 | -715 | -27.42% | Q1 2026 | May 15, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 1,926 | 323 | 0.02% | 0.03% | 525 | -240 | -11.08% | Q1 2026 | Apr 20, 2026 |
| Gallacher Capital Management LLC | History | Added to | 1,892 | 323 | 0.12% | 0.18% | 526 | +5 | 0.26% | Q1 2026 | May 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 1,889 | 317 | 0.0% | — | 527 | +1,889 | New | Q1 2026 | May 14, 2026 |
| Sagewood Asset Management LP | History | Reduced | 1,849 | 316 | 0.1% | 0.19% | 529 | -326 | -14.99% | Q1 2026 | May 13, 2026 |
| DAVIS R M INC | History | Reduced | 1,849 | 316 | 0.01% | 0.01% | 528 | -29 | -1.54% | Q1 2026 | May 13, 2026 |
| Miller Global Investments, LLC | History | Reduced | 1,839 | 314 | 0.29% | 0.41% | 530 | -20 | -1.08% | Q1 2026 | Apr 06, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,799 | 308 | 0.01% | 0.01% | 531 | +272 | 17.81% | Q1 2026 | May 11, 2026 |
| Malaga Cove Capital, LLC | History | Added to | 1,766 | 302 | 0.11% | 0.12% | 532 | +308 | 21.12% | Q1 2026 | May 07, 2026 |
| Harvest Portfolios Group Inc. | History | Added to | 1,762 | 301 | 0.0% | 0.01% | 533 | +269 | 18.02% | Q1 2026 | May 14, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 1,736 | 297 | 0.01% | 0.02% | 534 | -45 | -2.53% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | Reduced | 1,729 | 296 | 0.01% | 0.02% | 535 | -400 | -18.79% | Q1 2026 | May 19, 2026 |
| Five Oceans Advisors | History | No change | 1,726 | 295 | 0.11% | 0.15% | 536 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Capital Square, LLC | History | New | 1,678 | 294 | 0.14% | — | 537 | +1,678 | New | Q1 2026 | May 11, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 1,712 | 293 | 0.01% | 0.01% | 538 | +67 | 4.07% | Q1 2026 | Apr 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 1,706 | 292 | 0.03% | 0.02% | 540 | +747 | 77.89% | Q1 2026 | Apr 22, 2026 |
| Baron Wealth Management LLC | History | Added to | 1,707 | 292 | 0.09% | 0.12% | 542 | +64 | 3.9% | Q1 2026 | Apr 16, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 1,711 | 292 | 0.1% | 0.15% | 541 | -21 | -1.21% | Q1 2026 | Apr 08, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 1,708 | 292 | 0.01% | 0.01% | 539 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 1,702 | 291 | 0.01% | 0.02% | 543 | -443 | -20.65% | Q1 2026 | Apr 21, 2026 |
| HUB Investment Partners, LLC | History | Added to | 1,696 | 290 | 0.01% | 0.01% | 544 | +660 | 63.71% | Q1 2026 | May 15, 2026 |
| High Note Wealth, LLC | History | No change | 1,687 | 288 | 0.06% | 0.08% | 545 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Corient IA LLC | History | No change | 1,660 | 284 | 0.27% | 0.38% | 546 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 1,649 | 282 | 0.0% | 0.0% | 547 | +180 | 12.25% | Q1 2026 | May 13, 2026 |
| FSM Wealth Advisors, LLC | History | Reduced | 1,647 | 281 | 0.04% | 0.06% | 548 | -135 | -7.58% | Q1 2026 | Apr 27, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Reduced | 1,641 | 280 | 0.02% | 0.02% | 549 | -153 | -8.53% | Q1 2026 | Apr 13, 2026 |
| Canopy Partners, LLC | History | Reduced | 1,635 | 279 | 0.1% | 0.14% | 550 | -94 | -5.44% | Q1 2026 | May 11, 2026 |
| Addison Advisors LLC | History | Reduced | 1,629 | 278 | 0.06% | 0.09% | 551 | -5 | -0.31% | Q1 2026 | May 08, 2026 |
| Diversified Enterprises, LLC | History | Added to | 1,618 | 277 | 0.02% | 0.02% | 552 | +10 | 0.62% | Q1 2026 | May 14, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 1,611 | 275 | 0.0% | 0.01% | 554 | -405 | -20.09% | Q1 2026 | May 05, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 1,611 | 275 | 0.0% | 0.0% | 553 | +224 | 16.15% | Q1 2026 | May 05, 2026 |
| R Squared Ltd | History | Added to | 1,610 | 275 | 0.15% | 0.17% | 555 | +113 | 7.55% | Q1 2026 | Apr 29, 2026 |
| Integrity Financial Corp /WA | History | New | 1,600 | 273 | 0.14% | — | 557 | +1,600 | New | Q1 2026 | May 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Reduced | 1,596 | 273 | 0.0% | 0.0% | 556 | -536 | -25.14% | Q1 2026 | Apr 13, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 1,592 | 272 | 0.0% | 0.0% | 558 | -137 | -7.92% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 1,594 | 272 | 0.0% | 0.0% | 559 | -67 | -4.03% | Q1 2026 | May 15, 2026 |
| Traveka Wealth, LLC | History | Reduced | 1,573 | 269 | 0.1% | 0.21% | 560 | -510 | -24.48% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,570 | 268 | 0.0% | 0.0% | 561 | +147 | 10.33% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Added to | 1,455 | 263 | 0.0% | 0.01% | 562 | +22 | 1.54% | Q1 2026 | Apr 20, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 1,528 | 261 | 0.17% | 0.23% | 563 | +113 | 7.99% | Q1 2026 | Apr 27, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 1,555 | 260 | 0.04% | 0.09% | 564 | -289 | -15.67% | Q1 2026 | May 11, 2026 |
| Advisor OS, LLC | History | New | 1,508 | 258 | 0.02% | — | 565 | +1,508 | New | Q1 2026 | May 07, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 1,052 | 255 | 0.05% | 0.05% | 566 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Moors & Cabot, Inc. | History | Added to | 1,485 | 254 | 0.01% | 0.01% | 567 | +605 | 68.75% | Q1 2026 | May 08, 2026 |
| Bond & Devick Financial Network, Inc. | History | Reduced | 1,480 | 253 | 0.07% | 0.11% | 568 | -120 | -7.5% | Q1 2026 | Apr 08, 2026 |
| Entelevest, LLC | History | Added to | 1,462 | 250 | 0.25% | 0.25% | 569 | +439 | 42.91% | Q1 2026 | May 04, 2026 |
| HARRIS ASSOCIATES L P | History | New | 1,454 | 248 | 0.0% | — | 570 | +1,454 | New | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | New | 1,434 | 245 | 0.01% | — | 572 | +1,434 | New | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Added to | 1,436 | 245 | 0.04% | 0.06% | 571 | +37 | 2.64% | Q1 2026 | Apr 28, 2026 |
| BYRNE FINANCIAL FREEDOM, LLC | History | New | 1,419 | 242 | 0.12% | — | 575 | +1,419 | New | Q1 2026 | Apr 27, 2026 |
| Arlington Partners LLC | History | New | 1,414 | 242 | 0.48% | — | 574 | +1,414 | New | Q1 2026 | Apr 09, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 1,417 | 242 | 0.02% | 0.03% | 573 | +75 | 5.59% | Q1 2026 | Apr 09, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 1,400 | 239 | 0.0% | 0.01% | 576 | -1,442 | -50.74% | Q1 2026 | May 08, 2026 |
| SEVEN MILE ADVISORY | History | Reduced | 1,398 | 239 | 0.17% | 0.06% | 577 | -34 | -2.37% | Q1 2026 | Apr 14, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 1,392 | 238 | 0.01% | 0.01% | 578 | -22 | -1.56% | Q1 2026 | Apr 09, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 1,379 | 236 | 0.0% | 0.0% | 579 | -3,882 | -73.79% | Q1 2026 | May 14, 2026 |
| Foster Group, Inc. | History | Added to | 1,379 | 236 | 0.01% | 0.01% | 581 | +153 | 12.48% | Q1 2026 | Apr 13, 2026 |
| S.A. Mason LLC | History | No change | 1,384 | 236 | 0.09% | 0.13% | 580 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sepio Capital, LP | History | Added to | 1,373 | 235 | 0.01% | 0.02% | 583 | +233 | 20.44% | Q1 2026 | May 13, 2026 |
| Texas Yale Capital Corp. | History | Reduced | 1,376 | 235 | 0.01% | 0.01% | 582 | -225 | -14.05% | Q1 2026 | May 04, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 1,368 | 234 | 0.01% | 0.02% | 584 | -735 | -34.95% | Q1 2026 | Apr 16, 2026 |
| Independence Bank of Kentucky | History | Added to | 1,350 | 231 | 0.03% | 0.01% | 586 | +861 | 176.07% | Q1 2026 | Apr 30, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 1,350 | 231 | 0.04% | 0.07% | 585 | -270 | -16.67% | Q1 2026 | May 12, 2026 |
| Sunpointe, LLC | History | Reduced | 1,355 | 231 | 0.08% | 0.12% | 587 | -152 | -10.09% | Q1 2026 | Apr 21, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 1,349 | 230 | 0.0% | 0.0% | 588 | +270 | 25.02% | Q1 2026 | Apr 21, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 1,398 | 229 | 0.02% | 0.03% | 589 | +283 | 25.38% | Q1 2026 | May 12, 2026 |
| Trek Financial, LLC | History | Added to | 1,328 | 227 | 0.01% | 0.01% | 590 | +409 | 44.5% | Q1 2026 | May 13, 2026 |
| CERTUITY, LLC | History | Reduced | 1,328 | 227 | 0.01% | 0.02% | 591 | -50 | -3.63% | Q1 2026 | May 11, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 1,321 | 226 | 0.09% | — | 592 | +1,321 | New | Q1 2026 | Apr 20, 2026 |
| Keebeck Wealth Management | History | New | 1,317 | 225 | 0.03% | — | 594 | +1,317 | New | Q1 2026 | May 14, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | Reduced | 1,318 | 225 | 0.0% | 0.01% | 593 | -562 | -29.89% | Q1 2026 | Apr 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 1,309 | 224 | 0.01% | — | 597 | +1,309 | New | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 1,312 | 224 | 0.0% | 0.01% | 595 | -1,288 | -49.54% | Q1 2026 | Apr 28, 2026 |
| Linscomb Wealth, Inc. | History | Reduced | 1,311 | 224 | 0.01% | 0.01% | 596 | -7 | -0.53% | Q1 2026 | May 11, 2026 |
| ZEGA Investments, LLC | History | New | 1,300 | 222 | 0.02% | — | 600 | +1,300 | New | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Reduced | 1,300 | 222 | 0.01% | 0.03% | 599 | -943 | -42.04% | Q1 2026 | Apr 27, 2026 |
| True North Advisors, LLC | History | Reduced | 1,298 | 222 | 0.03% | 0.04% | 598 | -10 | -0.76% | Q1 2026 | May 07, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | Reduced | 1,287 | 220 | 0.01% | 0.02% | 602 | -383 | -22.93% | Q1 2026 | May 06, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 1,288 | 220 | 0.0% | 0.0% | 601 | +338 | 35.58% | Q1 2026 | May 14, 2026 |
| OneAscent Family Office, LLC | History | No change | 1,289 | 220 | 0.15% | 0.21% | 603 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| D'Orazio & Associates, Inc. | History | Reduced | 1,276 | 218 | 0.03% | 0.04% | 604 | -46 | -3.48% | Q1 2026 | May 07, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 880 | 218 | 0.01% | 0.01% | 605 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Savvy Advisors, Inc. | History | Added to | 1,266 | 216 | 0.01% | 0.01% | 607 | +154 | 13.85% | Q1 2026 | May 11, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 1,264 | 216 | 0.0% | 0.01% | 606 | +126 | 11.07% | Q1 2026 | Apr 14, 2026 |
| INGALLS & SNYDER LLC | History | No change | 1,249 | 214 | 0.01% | 0.01% | 608 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 1,247 | 213 | 0.01% | 0.02% | 609 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 1,282 | 209 | 0.02% | — | 612 | +1,282 | New | Q1 2026 | Apr 29, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,225 | 209 | 0.0% | 0.01% | 610 | -405 | -24.85% | Q1 2026 | Apr 13, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 1,225 | 209 | 0.04% | 0.05% | 611 | -1 | -0.08% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Reduced | 1,217 | 208 | 0.0% | 0.0% | 613 | -242 | -16.59% | Q1 2026 | Apr 16, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Added to | 1,211 | 207 | 0.01% | 0.02% | 614 | +211 | 21.1% | Q1 2026 | May 07, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 1,212 | 207 | 0.05% | 0.07% | 615 | +6 | 0.5% | Q1 2026 | May 07, 2026 |
| FULTON BANK, N.A. | History | New | 1,205 | 206 | 0.01% | — | 616 | +1,205 | New | Q1 2026 | Apr 24, 2026 |
| Waverly Advisors, LLC | History | Reduced | 1,203 | 205 | 0.0% | 0.0% | 618 | -668 | -35.7% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 1,201 | 205 | 0.02% | 0.03% | 617 | -200 | -14.28% | Q1 2026 | Apr 30, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 1,190 | 203 | 0.03% | 0.05% | 619 | -29 | -2.38% | Q1 2026 | Apr 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 1,182 | 202 | 0.0% | 0.0% | 621 | +171 | 16.91% | Q1 2026 | May 14, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Reduced | 1,183 | 202 | 0.1% | 0.16% | 620 | -104 | -8.08% | Q1 2026 | May 05, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,168 | 200 | 0.0% | 0.0% | 622 | -626 | -34.89% | Q1 2026 | Apr 15, 2026 |
| EWA, LLC | History | Reduced | 1,173 | 200 | 0.05% | 0.07% | 623 | -30 | -2.49% | Q1 2026 | Apr 23, 2026 |
| Capital Analysts, LLC | History | Added to | 1,107 | 190 | 0.0% | 0.01% | 624 | +23 | 2.12% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 1,107 | 189 | 0.01% | 0.01% | 625 | +113 | 11.37% | Q1 2026 | Apr 27, 2026 |
| Purpose Unlimited Inc. | History | New | 1,099 | 188 | 0.01% | — | 627 | +1,099 | New | Q1 2026 | May 15, 2026 |
| Rosenberg Matthew Hamilton | History | Added to | 1,101 | 188 | 0.04% | 0.05% | 626 | +6 | 0.55% | Q1 2026 | Apr 06, 2026 |
| Centennial Bank/AR/ | History | No change | 1,050 | 179 | 0.06% | 0.1% | 628 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,031 | 176 | 0.01% | 0.01% | 629 | -334 | -24.47% | Q1 2026 | May 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 1,014 | 173 | 0.02% | — | 630 | +1,014 | New | Q1 2026 | Apr 08, 2026 |
| UMB Bank, n.a. | History | Added to | 945 | 161 | 0.0% | 0.0% | 631 | +434 | 84.93% | Q1 2026 | May 11, 2026 |
| Community Financial Services Group, LLC | History | No change | 925 | 158 | 0.03% | 0.04% | 632 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Anfield Capital Management, LLC | History | Added to | 901 | 154 | 0.04% | 0.0% | 633 | +891 | 8910.0% | Q1 2026 | May 12, 2026 |
| AdvisorNet Financial, Inc | History | No change | 894 | 153 | 0.01% | 0.01% | 634 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| 180 GPS Investments IC Ltd | History | No change | 621 | 150 | 0.12% | 0.12% | 635 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 845 | 144 | 0.01% | 0.01% | 636 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Spire Wealth Management | History | Added to | 819 | 140 | 0.0% | 0.01% | 637 | +79 | 10.68% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 567 | 137 | 0.0% | 0.0% | 638 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 788 | 135 | 0.01% | 0.01% | 639 | +395 | 100.51% | Q1 2026 | May 11, 2026 |
| Brentview Investment Management LLC | History | No change | 755 | 129 | 0.06% | 0.08% | 640 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beutel, Goodman & Co Ltd. | History | No change | 750 | 128 | 0.0% | 0.0% | 641 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 743 | 127 | 0.01% | 0.01% | 642 | -266 | -26.36% | Q1 2026 | Apr 30, 2026 |
| CENTRAL TRUST Co | History | Reduced | 709 | 121 | 0.0% | 0.01% | 643 | -439 | -38.24% | Q1 2026 | Apr 17, 2026 |
| State of Wyoming | History | Added to | 706 | 120 | 0.01% | 0.01% | 645 | +380 | 116.56% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Reduced | 700 | 120 | 0.0% | 0.01% | 644 | -26 | -3.58% | Q1 2026 | Apr 06, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Reduced | 662 | 114 | 0.0% | 0.0% | 646 | -11 | -1.63% | Q1 2026 | May 14, 2026 |
| Ascentis Wealth Management, LLC | History | No change | 667 | 114 | 0.02% | 0.04% | 647 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Grove Bank & Trust | History | Added to | 626 | 107 | 0.01% | 0.02% | 648 | +13 | 2.12% | Q1 2026 | Apr 08, 2026 |
| Raiffeisen Bank International AG | History | No change | 619 | 104 | 0.0% | 0.0% | 649 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TopTier Wealth Management, LLC | History | New | 597 | 102 | 0.06% | — | 650 | +597 | New | Q1 2026 | May 05, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 585 | 100 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 558 | 95 | 0.0% | 0.0% | 652 | +92 | 19.74% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 558 | 93 | 0.0% | 0.0% | 653 | +11 | 2.01% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 535 | 91 | 0.03% | — | 654 | +535 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 523 | 89 | 0.03% | 0.03% | 655 | +47 | 9.87% | Q1 2026 | Apr 22, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 517 | 88 | 0.01% | 0.01% | 656 | -65 | -11.17% | Q1 2026 | May 13, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 510 | 87 | 0.05% | 0.03% | 657 | +294 | 136.11% | Q1 2026 | Apr 30, 2026 |
| J. Stern & Co. LLP | History | New | 508 | 86 | 0.01% | — | 659 | +508 | New | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | No change | 502 | 86 | 0.01% | 0.02% | 658 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | No change | 477 | 81 | 0.02% | 0.03% | 660 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 465 | 79 | 0.01% | 0.01% | 662 | -23 | -4.71% | Q1 2026 | Apr 28, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 463 | 79 | 0.01% | 0.01% | 661 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Reduced | 449 | 76 | 0.0% | 0.01% | 663 | -8 | -1.75% | Q1 2026 | Apr 23, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 429 | 74 | 0.0% | 0.0% | 665 | -350 | -44.93% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 433 | 74 | 0.0% | 0.0% | 664 | -147 | -25.34% | Q1 2026 | May 05, 2026 |
| Wealth Preservation Advisors, LLC | History | Reduced | 434 | 74 | 0.06% | 0.05% | 666 | -11 | -2.47% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | Added to | 426 | 72 | 0.02% | 0.0% | 667 | +388 | 1021.05% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 419 | 71 | 0.02% | — | 669 | +419 | New | Q1 2026 | Apr 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 416 | 71 | 0.02% | — | 670 | +416 | New | Q1 2026 | May 08, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 415 | 71 | 0.02% | 0.03% | 668 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 388 | 66 | 0.0% | 0.01% | 671 | -30 | -7.18% | Q1 2026 | May 07, 2026 |
| Clearstead Trust, LLC | History | No change | 387 | 66 | 0.01% | 0.01% | 672 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIL Ltd | History | Reduced | 385 | 65 | 0.0% | 0.0% | 673 | -5 | -1.28% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | Reduced | 365 | 62 | 0.0% | 0.0% | 674 | -54 | -12.89% | Q1 2026 | Apr 07, 2026 |
| Smithfield Trust Co | History | Reduced | 366 | 61 | 0.0% | 0.0% | 675 | -6 | -1.61% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 356 | 60 | 0.0% | 0.0% | 676 | +27 | 8.21% | Q1 2026 | May 15, 2026 |
| SYNTAX RESEARCH, INC. | History | Reduced | 356 | 60 | 0.04% | 0.05% | 677 | -14 | -3.78% | Q1 2026 | Apr 24, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 348 | 59 | 0.0% | 0.0% | 678 | +89 | 34.36% | Q1 2026 | Apr 27, 2026 |
| Key FInancial Inc | History | Added to | 312 | 53 | 0.01% | 0.01% | 679 | +83 | 36.24% | Q1 2026 | Apr 24, 2026 |
| HM PAYSON & CO | History | Reduced | 300 | 51 | 0.0% | 0.0% | 680 | -8 | -2.6% | Q1 2026 | Apr 13, 2026 |
| Elequin Capital, LP | History | New | 273 | 46 | 0.0% | — | 683 | +273 | New | Q1 2026 | May 11, 2026 |
| Anchor Investment Management, LLC | History | No change | 274 | 46 | 0.0% | 0.01% | 681 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | No change | 271 | 46 | 0.0% | 0.0% | 682 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| LRI Investments, LLC | History | Added to | 264 | 45 | 0.0% | 0.0% | 684 | +70 | 36.08% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 251 | 43 | 0.01% | 0.01% | 685 | -25 | -9.06% | Q1 2026 | May 06, 2026 |
| FNY Investment Advisers, LLC | History | New | 250 | 42 | 0.02% | — | 686 | +250 | New | Q1 2026 | Apr 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 244 | 41 | 0.01% | 0.01% | 687 | +50 | 25.77% | Q1 2026 | May 08, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 241 | 41 | 0.01% | 0.01% | 688 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 233 | 39 | 0.0% | 0.0% | 689 | +2 | 0.87% | Q1 2026 | May 12, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 208 | 35 | 0.01% | 0.02% | 690 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| GW&K Investment Management, LLC | History | Added to | 199 | 34 | 0.0% | 0.0% | 692 | +51 | 34.46% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 203 | 34 | 0.0% | 0.01% | 693 | -47 | -18.8% | Q1 2026 | May 15, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Reduced | 200 | 34 | 0.0% | 0.01% | 691 | -7 | -3.38% | Q1 2026 | Apr 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 200 | 34 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 200 | 34 | 0.01% | 0.02% | 695 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | Reduced | 188 | 32 | 0.0% | 0.01% | 697 | -353 | -65.25% | Q1 2026 | Apr 24, 2026 |
| WPG Advisers, LLC | History | Reduced | 191 | 32 | 0.02% | 0.06% | 698 | -139 | -42.12% | Q1 2026 | Apr 29, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 187 | 32 | 0.0% | 0.01% | 696 | +2 | 1.08% | Q1 2026 | Apr 24, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 186 | 31 | 0.01% | 0.03% | 701 | -153 | -45.13% | Q1 2026 | May 01, 2026 |
| Front Row Advisors LLC | History | Added to | 185 | 31 | 0.01% | 0.0% | 700 | +145 | 362.5% | Q1 2026 | May 19, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 183 | 31 | 0.0% | 0.0% | 699 | +56 | 44.09% | Q1 2026 | Apr 13, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 177 | 30 | 0.02% | 0.0% | 704 | +167 | 1670.0% | Q1 2026 | Apr 02, 2026 |
| Rossby Financial, LCC | History | Added to | 178 | 30 | 0.01% | 0.01% | 703 | +79 | 79.8% | Q1 2026 | May 11, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 180 | 30 | 0.0% | 0.0% | 702 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 174 | 29 | 0.03% | — | 707 | +174 | New | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 170 | 29 | 0.0% | 0.0% | 705 | -5 | -2.86% | Q1 2026 | Apr 07, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 170 | 29 | 0.0% | 0.0% | 706 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 164 | 28 | 0.0% | 0.0% | 708 | -14 | -7.87% | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 168 | 28 | 0.0% | 0.0% | 709 | -11 | -6.15% | Q1 2026 | Apr 20, 2026 |
| DAGCO, INC. | History | No change | 168 | 28 | 0.01% | 0.01% | 710 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Colonial Trust Co / SC | History | Reduced | 163 | 27 | 0.0% | 0.01% | 713 | -90 | -35.57% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 159 | 27 | 0.0% | 0.0% | 712 | -70 | -30.57% | Q1 2026 | May 15, 2026 |
| MOTCO | History | Added to | 160 | 27 | 0.0% | 0.0% | 711 | +35 | 28.0% | Q1 2026 | Apr 22, 2026 |
| SHP Wealth Management | History | Reduced | 153 | 26 | 0.0% | 0.0% | 715 | -41 | -21.13% | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 152 | 26 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 149 | 25 | 0.0% | 0.0% | 716 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GoalVest Advisory LLC | History | No change | 143 | 24 | 0.0% | 0.01% | 717 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 143 | 24 | 0.04% | 0.05% | 718 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BAYBAN | History | Added to | 136 | 23 | 0.02% | 0.02% | 722 | +20 | 17.24% | Q1 2026 | Apr 24, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 138 | 23 | 0.02% | 0.02% | 721 | -14 | -9.21% | Q1 2026 | May 08, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 140 | 23 | 0.01% | 0.02% | 720 | +5 | 3.7% | Q1 2026 | May 05, 2026 |
| Kozak & Associates, Inc. | History | No change | 140 | 23 | 0.0% | 0.01% | 719 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 131 | 22 | 0.0% | 0.01% | 723 | -15 | -10.27% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 124 | 21 | 0.0% | 0.01% | 725 | -18 | -12.68% | Q1 2026 | Apr 17, 2026 |
| Princeton Global Asset Management LLC | History | No change | 125 | 21 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Financial Perspectives, Inc | History | No change | 125 | 21 | 0.01% | 0.01% | 726 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MASECO LLP | History | Reduced | 119 | 20 | 0.0% | 0.0% | 731 | -121 | -50.42% | Q1 2026 | Apr 21, 2026 |
| Essential Partners LLC | History | New | 119 | 20 | 0.01% | — | 732 | +119 | New | Q1 2026 | May 21, 2026 |
| WealthCollab, LLC | History | Added to | 118 | 20 | 0.01% | 0.01% | 730 | +35 | 42.17% | Q1 2026 | May 13, 2026 |
| ADIRONDACK TRUST CO | History | No change | 118 | 20 | 0.01% | 0.01% | 727 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Community Bank, N.A. | History | No change | 121 | 20 | 0.0% | 0.0% | 728 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 121 | 20 | 0.0% | 0.0% | 729 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Forum Finance Group S.A. | History | New | 140 | 19 | 0.01% | — | 736 | +140 | New | Q1 2026 | May 07, 2026 |
| Ninety One UK Ltd | History | Added to | 111 | 19 | 0.0% | 0.0% | 733 | +4 | 3.74% | Q1 2026 | Apr 24, 2026 |
| CVA Family Office, LLC | History | Reduced | 114 | 19 | 0.0% | 0.0% | 735 | -4 | -3.39% | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | Added to | 112 | 19 | 0.0% | 0.0% | 734 | +1 | 0.9% | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 106 | 18 | 0.0% | 0.0% | 738 | +72 | 211.76% | Q1 2026 | Apr 30, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 108 | 18 | 0.0% | 0.0% | 739 | +39 | 56.52% | Q1 2026 | Apr 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 107 | 18 | 0.0% | 0.0% | 737 | -9 | -7.76% | Q1 2026 | May 08, 2026 |
| Copia Wealth Management | History | No change | 106 | 18 | 0.01% | 0.02% | 740 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aventus Investment Advisors, Inc. | History | No change | 110 | 18 | 0.02% | 0.02% | 741 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| J.Safra Asset Management Corp | History | Reduced | 100 | 17 | 0.0% | 0.04% | 742 | -3,240 | -97.01% | Q1 2026 | May 04, 2026 |
| Lavaca Capital LLC | History | No change | 100 | 17 | 0.0% | 0.0% | 743 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ulland Investment Advisors, LLC | History | No change | 100 | 17 | 0.01% | 0.02% | 744 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MONTAG A & ASSOCIATES INC | History | Added to | 99 | 16 | 0.0% | 0.0% | 745 | +39 | 65.0% | Q1 2026 | Apr 29, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Reduced | 88 | 15 | 0.0% | 0.0% | 746 | -39 | -30.71% | Q1 2026 | Apr 27, 2026 |
| Signature Equity Partners, LLC | History | Added to | 92 | 15 | 0.01% | 0.01% | 750 | +18 | 24.32% | Q1 2026 | May 13, 2026 |
| TD Capital Management LLC | History | Reduced | 88 | 15 | 0.0% | 0.0% | 747 | -7 | -7.37% | Q1 2026 | May 11, 2026 |
| Winch Advisory Services, LLC | History | No change | 91 | 15 | 0.0% | 0.0% | 748 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 62 | 15 | 0.0% | 0.0% | 749 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bare Financial Services, Inc | History | Added to | 86 | 14 | 0.0% | 0.0% | 752 | +80 | 1333.33% | Q1 2026 | May 14, 2026 |
| Dogwood Wealth Management LLC | History | Added to | 84 | 14 | 0.01% | 0.01% | 754 | +15 | 21.74% | Q1 2026 | May 12, 2026 |
| TFC Financial Management, Inc. | History | No change | 87 | 14 | 0.0% | 0.0% | 751 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 85 | 14 | 0.0% | 0.0% | 753 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Reduced | 80 | 13 | 0.0% | 0.0% | 760 | -108 | -57.45% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 76 | 13 | 0.0% | 0.0% | 756 | +15 | 24.59% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 76 | 13 | 0.0% | 0.0% | 757 | -12 | -13.64% | Q1 2026 | Apr 23, 2026 |
| Perkins Coie Trust Co | History | No change | 80 | 13 | 0.0% | 0.0% | 755 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 57 | 13 | 0.02% | 0.02% | 758 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 76 | 13 | 0.0% | 0.0% | 759 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Link Financial Advisors, LLC | History | New | 72 | 12 | 0.0% | — | 762 | +72 | New | Q1 2026 | Apr 29, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 71 | 12 | 0.01% | 0.01% | 761 | +10 | 16.39% | Q1 2026 | May 08, 2026 |
| Truvestments Capital LLC | History | New | 68 | 11 | 0.0% | — | 767 | +68 | New | Q1 2026 | May 13, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 68 | 11 | 0.0% | — | 768 | +68 | New | Q1 2026 | May 07, 2026 |
| Arlington Trust Co LLC | History | New | 66 | 11 | 0.0% | — | 769 | +66 | New | Q1 2026 | Apr 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 65 | 11 | 0.01% | — | 770 | +65 | New | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 69 | 11 | 0.0% | 0.0% | 765 | -27 | -28.13% | Q1 2026 | May 06, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 68 | 11 | 0.01% | 0.01% | 766 | +27 | 65.85% | Q1 2026 | Apr 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | No change | 69 | 11 | 0.0% | 0.0% | 763 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 69 | 11 | 0.0% | 0.0% | 764 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Hilltop National Bank | History | Reduced | 64 | 10 | 0.0% | 0.01% | 773 | -71 | -52.59% | Q1 2026 | Apr 02, 2026 |
| Strengthening Families & Communities, LLC | History | New | 61 | 10 | 0.0% | — | 775 | +61 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 63 | 10 | 0.0% | 0.0% | 772 | +3 | 5.0% | Q1 2026 | May 06, 2026 |
| CITY HOLDING CO | History | No change | 60 | 10 | 0.0% | 0.0% | 771 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 42 | 10 | 0.01% | 0.01% | 774 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Founders Capital Management | History | Reduced | 56 | 9 | 0.0% | 0.02% | 776 | -75 | -57.25% | Q1 2026 | Apr 21, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 54 | 9 | 0.0% | 0.0% | 778 | -33 | -37.93% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | Added to | 55 | 9 | 0.0% | 0.0% | 781 | +15 | 37.5% | Q1 2026 | May 14, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 58 | 9 | 0.01% | 0.02% | 780 | -8 | -12.12% | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | No change | 55 | 9 | 0.0% | 0.0% | 777 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Trifecta Capital Advisors, LLC | History | No change | 53 | 9 | 0.0% | 0.0% | 779 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Global Trust Asset Management, LLC | History | Reduced | 48 | 8 | 0.0% | 0.01% | 784 | -24 | -33.33% | Q1 2026 | Apr 23, 2026 |
| TRUST CO OF VERMONT | History | No change | 33 | 8 | 0.0% | 0.0% | 782 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MCF Advisors LLC | History | No change | 50 | 8 | 0.0% | 0.0% | 783 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 48 | 8 | 0.0% | 0.0% | 785 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 45 | 7 | 0.0% | 0.0% | 788 | -137 | -75.27% | Q1 2026 | Apr 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 44 | 7 | 0.0% | 0.01% | 794 | -87 | -66.41% | Q1 2026 | Apr 06, 2026 |
| True Wealth Design, LLC | History | Reduced | 41 | 7 | 0.0% | 0.01% | 792 | -57 | -58.16% | Q1 2026 | Apr 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 41 | 7 | 0.0% | — | 795 | +41 | New | Q1 2026 | May 15, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 41 | 7 | 0.0% | — | 796 | +41 | New | Q1 2026 | May 15, 2026 |
| Westend Capital Management, LLC | History | Reduced | 46 | 7 | 0.0% | 0.0% | 787 | -2 | -4.17% | Q1 2026 | Apr 14, 2026 |
| ALERUS FINANCIAL NA | History | No change | 45 | 7 | 0.0% | 0.0% | 786 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 41 | 7 | 0.0% | 0.0% | 789 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Archer Investment Corp | History | No change | 46 | 7 | 0.0% | 0.0% | 790 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Stephens Consulting, LLC | History | No change | 30 | 7 | 0.0% | 0.0% | 791 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Nemes Rush Group LLC | History | No change | 45 | 7 | 0.0% | 0.0% | 793 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Center for Financial Planning, Inc. | History | Reduced | 39 | 6 | 0.0% | 0.0% | 798 | -59 | -60.2% | Q1 2026 | May 04, 2026 |
| Burk Holdings LLC | History | New | 39 | 6 | 0.0% | — | 801 | +39 | New | Q1 2026 | May 07, 2026 |
| JNBA Financial Advisors | History | Added to | 39 | 6 | 0.0% | 0.0% | 797 | +14 | 56.0% | Q1 2026 | Apr 22, 2026 |
| Basepoint Wealth LLC | History | Added to | 36 | 6 | 0.0% | 0.0% | 799 | +1 | 2.86% | Q1 2026 | May 07, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 37 | 6 | 0.01% | 0.01% | 800 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| JPL Wealth Management, LLC | History | New | 35 | 5 | 0.0% | — | 806 | +35 | New | Q1 2026 | May 08, 2026 |
| Financial Life Planners | History | New | 30 | 5 | 0.0% | — | 807 | +30 | New | Q1 2026 | Apr 24, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 32 | 5 | 0.0% | 0.0% | 804 | -9 | -21.95% | Q1 2026 | Apr 30, 2026 |
| Estabrook Capital Management | History | Added to | 33 | 5 | 0.0% | 0.0% | 802 | +6 | 22.22% | Q1 2026 | May 14, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 32 | 5 | 0.0% | 0.0% | 803 | -4 | -11.11% | Q1 2026 | May 06, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 30 | 5 | 0.01% | 0.01% | 805 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 27 | 4 | 0.0% | 0.0% | 810 | -237 | -89.77% | Q1 2026 | Apr 23, 2026 |
| Eukles Asset Management | History | Reduced | 28 | 4 | 0.0% | 0.01% | 811 | -41 | -59.42% | Q1 2026 | May 05, 2026 |
| SouthState Bank Corp | History | Added to | 25 | 4 | 0.0% | 0.0% | 808 | +1 | 4.17% | Q1 2026 | May 05, 2026 |
| WEBSTER BANK, N. A. | History | No change | 26 | 4 | 0.0% | 0.0% | 809 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 26 | 4 | 0.0% | 0.0% | 812 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Operose Advisors LLC | History | No change | 24 | 4 | 0.0% | 0.0% | 813 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pandora Wealth, Inc. | History | No change | 20 | 4 | 0.0% | 0.0% | 814 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 25 | 4 | 0.0% | 0.0% | 815 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 22 | 3 | 0.0% | — | 822 | +22 | New | Q1 2026 | Apr 30, 2026 |
| Raleigh Capital Management Inc. | History | New | 19 | 3 | 0.0% | — | 823 | +19 | New | Q1 2026 | Apr 28, 2026 |
| Manchester Capital Management LLC | History | Reduced | 18 | 3 | 0.0% | 0.0% | 816 | -7 | -28.0% | Q1 2026 | May 11, 2026 |
| Stone House Investment Management, LLC | History | Added to | 20 | 3 | 0.0% | 0.0% | 817 | +7 | 53.85% | Q1 2026 | Apr 22, 2026 |
| Coston, McIsaac & Partners | History | No change | 20 | 3 | 0.0% | 0.0% | 818 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Lodestone Wealth Management LLC | History | No change | 18 | 3 | 0.0% | 0.0% | 819 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Motiv8 Investments LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 820 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Nova Wealth Management, Inc. | History | No change | 23 | 3 | 0.0% | 0.0% | 821 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 12 | 2 | 0.0% | 0.01% | 827 | -2,369 | -99.5% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 16 | 2 | 0.0% | 0.12% | 833 | -2,074 | -99.23% | Q1 2026 | May 11, 2026 |
| RMG Wealth Management LLC | History | New | 15 | 2 | 0.0% | — | 840 | +15 | New | Q1 2026 | May 14, 2026 |
| Decker Retirement Planning Inc. | History | New | 14 | 2 | 0.0% | — | 841 | +14 | New | Q1 2026 | Apr 20, 2026 |
| Wealth Science Advisors LLC | History | New | 12 | 2 | 0.0% | — | 842 | +12 | New | Q1 2026 | Apr 08, 2026 |
| Minot DeBlois Advisors LLC | History | Reduced | 15 | 2 | 0.0% | 0.01% | 826 | -10 | -40.0% | Q1 2026 | May 08, 2026 |
| American Capital Advisory, LLC | History | Added to | 17 | 2 | 0.0% | 0.0% | 835 | +5 | 41.67% | Q1 2026 | Apr 29, 2026 |
| HighMark Wealth Management LLC | History | Reduced | 16 | 2 | 0.0% | 0.0% | 831 | -4 | -20.0% | Q1 2026 | May 05, 2026 |
| COUNTRY TRUST BANK | History | No change | 17 | 2 | 0.0% | 0.0% | 824 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 17 | 2 | 0.0% | 0.0% | 825 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| McIlrath & Eck, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 828 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| First Command Advisory Services, Inc. | History | No change | 12 | 2 | 0.0% | 0.0% | 829 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 830 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NFSG Corp | History | No change | 13 | 2 | 0.0% | 0.0% | 832 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Valued Wealth Advisors LLC | History | No change | 12 | 2 | 0.0% | 0.0% | 834 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Navigoe, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 836 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 13 | 2 | 0.0% | 0.0% | 837 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Aventura Private Wealth, LLC | History | No change | 13 | 2 | 0.0% | 0.0% | 838 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 16 | 2 | 0.0% | 0.0% | 839 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Reduced | 6 | 1 | 0.0% | 0.0% | 848 | -45 | -88.24% | Q1 2026 | Apr 10, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Reduced | 7 | 1 | 0.0% | 0.0% | 843 | -20 | -74.07% | Q1 2026 | Apr 17, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 11 | 1 | 0.0% | — | 855 | +11 | New | Q1 2026 | Apr 28, 2026 |
| First Pacific Financial | History | New | 11 | 1 | 0.0% | — | 857 | +11 | New | Q1 2026 | Apr 23, 2026 |
| PITTENGER & ANDERSON INC | History | New | 9 | 1 | 0.0% | — | 854 | +9 | New | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | New | 9 | 1 | 0.0% | — | 856 | +9 | New | Q1 2026 | Apr 21, 2026 |
| ST GERMAIN D J CO INC | History | No change | 11 | 1 | 0.0% | 0.0% | 844 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 845 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pacifica Partners Inc. | History | No change | 8 | 1 | 0.0% | 0.0% | 846 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 847 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ORG Partners LLC | History | No change | 6 | 1 | 0.0% | 0.0% | 849 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 850 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Roxbury Financial LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 851 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Caldwell Trust Co | History | No change | 11 | 1 | 0.0% | 0.0% | 852 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Advocate Investing Services LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 853 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SANDS CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -394,117 | -100.0% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.07% | — | -370,155 | -100.0% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Closed out | 0 | 0 | — | 0.11% | — | -299,608 | -100.0% | Q1 2026 | May 15, 2026 |
| MAPLELANE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 2.09% | — | -242,000 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -193,458 | -100.0% | Q1 2026 | May 15, 2026 |
| UNIO CAPITAL LLC | History | Closed out | 0 | 0 | — | 7.35% | — | -160,817 | -100.0% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -66,425 | -100.0% | Q1 2026 | May 14, 2026 |
| Alight Capital Management LP | History | Closed out | 0 | 0 | — | 2.79% | — | -45,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ODDO BHF ASSET MANAGEMENT SAS | History | Closed out | 0 | 0 | — | 0.39% | — | -43,326 | -100.0% | Q1 2026 | May 18, 2026 |
| Meridiem Capital Partners LP | History | Closed out | 0 | 0 | — | 0.63% | — | -42,728 | -100.0% | Q1 2026 | May 15, 2026 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.84% | — | -40,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Bluegrass Capital Partners LP | History | Closed out | 0 | 0 | — | 4.93% | — | -34,000 | -100.0% | Q1 2026 | May 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Closed out | 0 | 0 | — | 0.13% | — | -31,549 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.27% | — | -26,696 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -26,013 | -100.0% | Q1 2026 | May 15, 2026 |
| Elite Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 1.58% | — | -23,874 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -23,280 | -100.0% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -19,273 | -100.0% | Q1 2026 | May 22, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -18,378 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -17,840 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,387 | -100.0% | Q1 2026 | May 15, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.05% | — | -12,256 | -100.0% | Q1 2026 | May 15, 2026 |
| AMJ Financial Wealth Management | History | Closed out | 0 | 0 | — | 0.67% | — | -11,645 | -100.0% | Q1 2026 | May 08, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Closed out | 0 | 0 | — | 0.31% | — | -11,270 | -100.0% | Q1 2026 | May 07, 2026 |
| China Universal Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.19% | — | -10,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Havemeyer Place LP | History | Closed out | 0 | 0 | — | 0.46% | — | -9,714 | -100.0% | Q1 2026 | May 13, 2026 |
| BTC Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.15% | — | -9,033 | -100.0% | Q1 2026 | Apr 20, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,417 | -100.0% | Q1 2026 | May 08, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.49% | — | -8,033 | -100.0% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -6,915 | -100.0% | Q1 2026 | May 11, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -6,767 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,657 | -100.0% | Q1 2026 | May 01, 2026 |
| Weaver Capital Management LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -6,349 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Family Legacy Financial Solutions, LLC | History | Closed out | 0 | 0 | — | 1.01% | — | -5,762 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,826 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,555 | -100.0% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.14% | — | -3,722 | -100.0% | Q1 2026 | May 12, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.08% | — | -3,708 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,464 | -100.0% | Q1 2026 | May 14, 2026 |
| Lansing Street Advisors | History | Closed out | 0 | 0 | — | 0.2% | — | -3,268 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -3,111 | -100.0% | Q1 2026 | Apr 29, 2026 |
| DENALI ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -3,088 | -100.0% | Q1 2026 | May 08, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,079 | -100.0% | Q1 2026 | May 01, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,053 | -100.0% | Q1 2026 | May 14, 2026 |
| Sovran Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,794 | -100.0% | Q1 2026 | May 01, 2026 |
| Dynasty Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,775 | -100.0% | Q1 2026 | May 14, 2026 |
| BAHL & GAYNOR INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,431 | -100.0% | Q1 2026 | May 07, 2026 |
| Future Fund LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -2,416 | -100.0% | Q1 2026 | May 06, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,400 | -100.0% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,172 | -100.0% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.01% | — | -2,008 | -100.0% | Q1 2026 | May 15, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,960 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Stokes Family Office, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,935 | -100.0% | Q1 2026 | May 11, 2026 |
| IHT Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,849 | -100.0% | Q1 2026 | May 15, 2026 |
| PUREfi Wealth, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -1,784 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,774 | -100.0% | Q1 2026 | May 11, 2026 |
| GQG Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,750 | -100.0% | Q1 2026 | May 12, 2026 |
| THRYVE WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -1,746 | -100.0% | Q1 2026 | May 14, 2026 |
| Greenspring Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,703 | -100.0% | Q1 2026 | May 04, 2026 |
| Roehl & Yi Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -1,679 | -100.0% | Q1 2026 | May 14, 2026 |
| Warther Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,642 | -100.0% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,632 | -100.0% | Q1 2026 | May 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,631 | -100.0% | Q1 2026 | May 12, 2026 |
| Bayesian Capital Management, LP | History | Closed out | 0 | 0 | — | 0.88% | — | -1,578 | -100.0% | Q1 2026 | May 15, 2026 |
| Values First Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.2% | — | -1,566 | -100.0% | Q1 2026 | Apr 17, 2026 |
| a16z Perennial Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,544 | -100.0% | Q1 2026 | May 11, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,527 | -100.0% | Q1 2026 | May 12, 2026 |
| Merrion Investment Management Co, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,500 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Granite Group Advisors, LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -1,433 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MARIETTA INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,416 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Wealthstar Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -1,414 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,401 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.06% | — | -1,400 | -100.0% | Q1 2026 | May 12, 2026 |
| Athena Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -1,393 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Capital Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,349 | -100.0% | Q1 2026 | May 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,341 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,332 | -100.0% | Q1 2026 | May 20, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -1,324 | -100.0% | Q1 2026 | May 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,282 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ARWA LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -1,264 | -100.0% | Q1 2026 | Apr 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,262 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -1,232 | -100.0% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,231 | -100.0% | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,231 | -100.0% | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,224 | -100.0% | Q1 2026 | May 15, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,223 | -100.0% | Q1 2026 | May 01, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Closed out | 0 | 0 | — | 0.02% | — | -1,220 | -100.0% | Q1 2026 | Apr 14, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -1,205 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Hoxton Planning & Management, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -1,205 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PALLADIEM, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -1,181 | -100.0% | Q1 2026 | May 06, 2026 |
| American Trust | History | Closed out | 0 | 0 | — | 0.02% | — | -1,174 | -100.0% | Q1 2026 | May 01, 2026 |
| Koshinski Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,167 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Private Advisory Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,132 | -100.0% | Q1 2026 | May 08, 2026 |
| TritonPoint Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,115 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,110 | -100.0% | Q1 2026 | Apr 17, 2026 |
| SYM FINANCIAL Corp | History | Closed out | 0 | 0 | — | 0.03% | — | -1,103 | -100.0% | Q1 2026 | May 08, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,087 | -100.0% | Q1 2026 | May 14, 2026 |
| LYELL WEALTH MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,087 | -100.0% | Q1 2026 | May 07, 2026 |
| Hardy Reed LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,087 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Argos Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,085 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Syverson Strege & Co | History | Closed out | 0 | 0 | — | 0.06% | — | -1,067 | -100.0% | Q1 2026 | May 04, 2026 |
| BBR PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,063 | -100.0% | Q1 2026 | May 12, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,063 | -100.0% | Q1 2026 | May 01, 2026 |
| Braun-Bostich & Associates Inc. | History | Closed out | 0 | 0 | — | 0.16% | — | -1,060 | -100.0% | Q1 2026 | Apr 15, 2026 |
| FLC Capital Advisors | History | Closed out | 0 | 0 | — | 0.05% | — | -1,059 | -100.0% | Q1 2026 | May 01, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,050 | -100.0% | Q1 2026 | Apr 15, 2026 |
| CURA WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -1,050 | -100.0% | Q1 2026 | May 08, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,040 | -100.0% | Q1 2026 | May 06, 2026 |
| Impact Capital Partners LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,028 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Focus Financial Network, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,026 | -100.0% | Q1 2026 | Apr 14, 2026 |
| WRAPMANAGER INC | History | Closed out | 0 | 0 | — | 0.08% | — | -1,025 | -100.0% | Q1 2026 | May 11, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,015 | -100.0% | Q1 2026 | Apr 22, 2026 |
| AA Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -1,004 | -100.0% | Q1 2026 | Apr 20, 2026 |
| CI INVESTMENTS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,002 | -100.0% | Q1 2026 | May 13, 2026 |
| 44 WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -999 | -100.0% | Q1 2026 | May 15, 2026 |
| Werba Rubin Papier Wealth Management | History | Closed out | 0 | 0 | — | 0.07% | — | -999 | -100.0% | Q1 2026 | May 12, 2026 |
| Pacific Capital Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -996 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -995 | -100.0% | Q1 2026 | May 05, 2026 |
| Busey Bank | History | Closed out | 0 | 0 | — | 0.01% | — | -988 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Mesirow Financial Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -935 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.05% | — | -935 | -100.0% | Q1 2026 | May 12, 2026 |
| Klingman & Associates, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -929 | -100.0% | Q1 2026 | May 14, 2026 |
| Schrum Private Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -925 | -100.0% | Q1 2026 | May 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -922 | -100.0% | Q1 2026 | May 12, 2026 |
| Rathbones Group PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -919 | -100.0% | Q1 2026 | May 12, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.0% | — | -917 | -100.0% | Q1 2026 | May 01, 2026 |
| AVITY INVESTMENT MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -910 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Breakwater Capital Group | History | Closed out | 0 | 0 | — | 0.03% | — | -907 | -100.0% | Q1 2026 | Apr 20, 2026 |
| American Institute for Advanced Investment Management, LLP | History | Closed out | 0 | 0 | — | 0.14% | — | -900 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -895 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -888 | -100.0% | Q1 2026 | May 12, 2026 |
| King Wealth Management Group | History | Closed out | 0 | 0 | — | 0.03% | — | -886 | -100.0% | Q1 2026 | May 04, 2026 |
| Interchange Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -885 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Euro Pacific Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -870 | -100.0% | Q1 2026 | May 06, 2026 |
| Waterway Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -865 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Third View Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -856 | -100.0% | Q1 2026 | Apr 15, 2026 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -851 | -100.0% | Q1 2026 | May 11, 2026 |
| Gerber Kawasaki Wealth & Investment Management | History | Closed out | 0 | 0 | — | 0.01% | — | -840 | -100.0% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -651 | -100.0% | Q1 2026 | Apr 29, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -499 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -431 | -100.0% | Q1 2026 | May 06, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -415 | -100.0% | Q1 2026 | May 18, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -333 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -319 | -100.0% | Q1 2026 | Apr 15, 2026 |
| YANKCOM Partnership | History | Closed out | 0 | 0 | — | 0.02% | — | -228 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -208 | -100.0% | Q1 2026 | May 14, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -187 | -100.0% | Q1 2026 | May 15, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -140 | -100.0% | Q1 2026 | May 22, 2026 |
| IMG Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -75 | -100.0% | Q1 2026 | May 15, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -66 | -100.0% | Q1 2026 | May 08, 2026 |
| Byrne Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -58 | -100.0% | Q1 2026 | Apr 02, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.0% | — | -34 | -100.0% | Q1 2026 | Apr 01, 2026 |
| Covestor Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q1 2026 | May 05, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -29 | -100.0% | Q1 2026 | May 07, 2026 |
| Navalign, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -25 | -83.33% | Q1 2026 | Apr 10, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 11, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 06, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 07, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 15, 2026 |
| Family CFO Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Portus Wealth Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 22, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 13, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 20, 2026 |
| Networth Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 13, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 14, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 5 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |