COMPANHIA DE SANEAMENTO BASICO DO ESTADO DE SAO PAULO-SABESP - SBS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Impax Asset Management Group plc | History | Reduced | 6,742,360 | 205,709 | 1.43% | 1.08% | 1 | -494,117 | -6.83% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 6,092,624 | 185,885 | 0.0% | 0.0% | 2 | +103,945 | 1.74% | Q1 2026 | May 13, 2026 |
| Amundi | History | Reduced | 5,248,440 | 160,181 | 0.04% | 0.03% | 3 | -111,221 | -2.08% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,703,345 | 112,989 | 0.04% | 0.03% | 4 | -136,623 | -3.56% | Q1 2026 | May 06, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | New | 2,656,532 | 81,050 | 0.17% | — | 5 | +2,656,532 | New | Q1 2026 | May 01, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 2,626,012 | 80,119 | 1.13% | 0.88% | 6 | -177,414 | -6.33% | Q1 2026 | Apr 30, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | Added to | 2,348,569 | 71,654 | 1.15% | 0.87% | 7 | +131,715 | 5.94% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 2,167,329 | 66,125 | 0.08% | 0.06% | 8 | +6,001 | 0.28% | Q1 2026 | May 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 2,198,987 | 64,716 | 0.15% | 0.02% | 9 | +1,756,304 | 396.74% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,058,779 | 62,813 | 0.01% | 0.01% | 10 | +273,472 | 15.32% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,879,462 | 57,342 | 0.0% | 0.0% | 11 | +43,816 | 2.39% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,877,704 | 57,288 | 0.0% | — | 12 | +1,877,704 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,730,698 | 52,803 | 0.08% | 0.07% | 13 | -55,720 | -3.12% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,726,586 | 52,678 | 0.03% | 0.02% | 14 | +163,165 | 10.44% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,094,992 | 49,965 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,605,636 | 48,987 | 0.01% | 0.0% | 16 | +75,315 | 4.92% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,581,362 | 48,247 | 0.01% | 0.01% | 17 | +27,778 | 1.79% | Q1 2026 | May 13, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 1,447,185 | 44,153 | 0.46% | 0.39% | 18 | +2,557 | 0.18% | Q1 2026 | Apr 28, 2026 |
| UBS Group AG | History | Added to | 1,434,049 | 43,752 | 0.01% | 0.0% | 19 | +465,953 | 48.13% | Q1 2026 | May 05, 2026 |
| Perpetual Ltd | History | Reduced | 1,264,310 | 38,574 | 0.59% | 0.46% | 20 | -58,486 | -4.42% | Q1 2026 | Apr 14, 2026 |
| STRS OHIO | History | Reduced | 1,230,381 | 37,538 | 0.15% | 0.13% | 21 | -200,075 | -13.99% | Q1 2026 | Apr 24, 2026 |
| ASSETMARK, INC | History | Added to | 1,091,869 | 33,312 | 0.07% | 0.05% | 22 | +106,469 | 10.8% | Q1 2026 | May 06, 2026 |
| Legal & General Group Plc | History | Reduced | 981,334 | 29,945 | 0.01% | 0.01% | 23 | -104,560 | -9.63% | Q1 2026 | May 08, 2026 |
| Allianz Asset Management GmbH | History | Added to | 952,386 | 29,057 | 0.03% | 0.02% | 24 | +148,215 | 18.43% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 898,773 | 27,421 | 0.0% | 0.0% | 25 | -1,377,553 | -60.52% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 893,211 | 27,251 | 0.0% | 0.0% | 26 | +642,301 | 255.99% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 830,276 | 25,331 | 0.02% | 0.02% | 27 | -308,695 | -27.1% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 819,489 | 25,002 | 0.0% | 0.0% | 28 | -22,468 | -2.67% | Q1 2026 | May 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 722,303 | 21,978 | 0.0% | 0.0% | 29 | +5,109 | 0.71% | Q1 2026 | May 07, 2026 |
| Capital Wealth Planning, LLC | History | Added to | 713,859 | 21,779 | 0.12% | 0.04% | 30 | +445,275 | 165.79% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 633,193 | 19,171 | 0.44% | 0.2% | 31 | +281,692 | 80.14% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 608,859 | 18,576 | 0.02% | 0.01% | 32 | +47,552 | 8.47% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 493,890 | 15,345 | 0.0% | 0.0% | 33 | +51,325 | 11.6% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 495,112 | 15,093 | 0.02% | 0.01% | 34 | -65,886 | -11.74% | Q1 2026 | Apr 22, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 425,215 | 12,973 | 0.26% | 0.26% | 35 | -112,838 | -20.97% | Q1 2026 | May 04, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 421,728 | 12,870 | 0.01% | 0.01% | 36 | +21,258 | 5.31% | Q1 2026 | Apr 30, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 347,594 | 10,664 | 0.02% | 0.02% | 37 | -21,131 | -5.73% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 325,401 | 9,927 | 0.0% | 0.0% | 38 | +222,139 | 215.12% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 411,517 | 9,814 | 0.0% | 0.01% | 39 | -355,502 | -46.35% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 259,349 | 7,912 | 0.0% | 0.0% | 40 | +249,965 | 2663.74% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 248,865 | 7,592 | 0.0% | 0.0% | 41 | -10,792 | -4.16% | Q1 2026 | May 04, 2026 |
| CITIGROUP INC | History | Reduced | 222,122 | 6,776 | 0.0% | 0.0% | 42 | -5,251 | -2.31% | Q1 2026 | May 11, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 216,814 | 6,615 | 0.09% | 0.08% | 43 | +347 | 0.16% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 207,164 | 6,320 | 0.01% | 0.01% | 44 | -83,208 | -28.66% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | Added to | 190,937 | 5,825 | 0.02% | 0.0% | 45 | +144,660 | 312.6% | Q1 2026 | Apr 28, 2026 |
| Gradient Investments LLC | History | New | 188,255 | 5,743 | 0.09% | — | 46 | +188,255 | New | Q1 2026 | Apr 13, 2026 |
| US BANCORP \DE\ | History | Added to | 181,977 | 5,552 | 0.01% | 0.0% | 47 | +159,758 | 719.02% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 178,373 | 5,442 | 0.0% | 0.0% | 48 | +1,950 | 1.11% | Q1 2026 | May 15, 2026 |
| SPX Gestao de Recursos Ltda | History | Reduced | 177,950 | 5,429 | 0.45% | 0.85% | 49 | -170,102 | -48.87% | Q1 2026 | May 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 174,545 | 5,325 | 0.0% | — | 50 | +174,545 | New | Q1 2026 | May 08, 2026 |
| Man Group plc | History | New | 174,237 | 5,315 | 0.01% | — | 51 | +174,237 | New | Q1 2026 | May 15, 2026 |
| Kapitalo Investimentos Ltda | History | New | 168,403 | 5,137 | 0.97% | — | 52 | +168,403 | New | Q1 2026 | May 07, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 159,201 | 4,857 | 0.42% | — | 53 | +159,201 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 147,511 | 4,500 | 0.0% | 0.0% | 54 | +2,318 | 1.6% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Added to | 145,287 | 4,470 | 0.0% | 0.0% | 55 | +3,870 | 2.74% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 143,712 | 4,384 | 0.03% | — | 56 | +143,712 | New | Q1 2026 | May 15, 2026 |
| BANQUE PICTET & CIE SA | History | New | 133,493 | 4,072 | 0.03% | — | 57 | +133,493 | New | Q1 2026 | Apr 14, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | Added to | 125,925 | 3,841 | 0.14% | 0.1% | 58 | +3,625 | 2.96% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 125,334 | 3,688 | 0.0% | 0.0% | 59 | +23,758 | 23.39% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 117,541 | 3,586 | 0.01% | 0.01% | 60 | +26,545 | 29.17% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 117,296 | 3,578 | 0.0% | 0.0% | 61 | -64,725 | -35.56% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 108,720 | 3,317 | 0.0% | 0.0% | 62 | +40,383 | 59.09% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 104,506 | 3,188 | 0.0% | 0.0% | 63 | +2,250 | 2.2% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 96,161 | 2,933 | 0.0% | 0.0% | 64 | +36,758 | 61.88% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 92,329 | 2,817 | 0.0% | 0.0% | 65 | -8,654 | -8.57% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 91,988 | 2,802 | 0.01% | 0.0% | 66 | +70,831 | 334.79% | Q1 2026 | May 01, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 89,365 | 2,726 | 0.0% | 0.04% | 67 | -960,861 | -91.49% | Q1 2026 | Apr 21, 2026 |
| Raiffeisen Bank International AG | History | New | 90,000 | 2,648 | 0.04% | — | 68 | +90,000 | New | Q1 2026 | Apr 24, 2026 |
| Groupe la Francaise | History | Added to | 84,322 | 2,564 | 0.04% | 0.03% | 69 | +2,427 | 2.96% | Q1 2026 | May 21, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 81,796 | 2,495 | 0.01% | — | 70 | +81,796 | New | Q1 2026 | May 11, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 80,443 | 2,454 | 0.02% | 0.02% | 71 | +2,037 | 2.6% | Q1 2026 | May 08, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Reduced | 79,787 | 2,434 | 0.13% | 0.16% | 72 | -17,704 | -18.16% | Q1 2026 | Apr 15, 2026 |
| Lifestyle Asset Management, Inc. | History | Added to | 78,908 | 2,407 | 0.79% | 0.56% | 73 | +6,815 | 9.45% | Q1 2026 | Apr 10, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Reduced | 77,675 | 2,369 | 0.02% | 0.02% | 74 | -26,949 | -25.76% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 77,152 | 2,353 | 0.01% | 0.01% | 75 | -4,821 | -5.88% | Q1 2026 | May 08, 2026 |
| NS Partners Ltd | History | Added to | 76,549 | 2,335 | 0.1% | 0.07% | 76 | +2,419 | 3.26% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 75,921 | 2,316 | 0.02% | 0.01% | 77 | +14,826 | 24.27% | Q1 2026 | Apr 14, 2026 |
| CenterBook Partners LP | History | Reduced | 75,789 | 2,312 | 0.12% | 0.13% | 78 | -31,551 | -29.39% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 71,639 | 2,185 | 0.0% | 0.0% | 79 | +62,051 | 647.17% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 67,588 | 2,062 | 0.0% | 0.0% | 80 | -6,865 | -9.22% | Q1 2026 | May 05, 2026 |
| Ativo Capital Management LLC | History | Added to | 65,492 | 1,998 | 1.74% | 1.37% | 81 | +80 | 0.12% | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 64,912 | 1,957 | 0.0% | 0.0% | 82 | -3,285 | -4.82% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 62,135 | 1,895 | 0.01% | 0.0% | 83 | +15,463 | 33.13% | Q1 2026 | May 13, 2026 |
| Point Nemo Capital, LLC | History | Added to | 61,786 | 1,885 | 1.24% | 1.04% | 84 | +17,773 | 40.38% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 61,665 | 1,881 | 0.0% | 0.0% | 85 | +99 | 0.16% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 58,845 | 1,795 | 0.0% | — | 86 | +58,845 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 57,837 | 1,764 | 0.0% | 0.0% | 87 | +19,252 | 49.9% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 55,752 | 1,700 | 0.0% | 0.0% | 88 | -315 | -0.56% | Q1 2026 | May 08, 2026 |
| KBC Group NV | History | Added to | 50,371 | 1,537 | 0.0% | 0.0% | 89 | +2,003 | 4.14% | Q1 2026 | May 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 46,285 | 1,412 | 0.0% | 0.0% | 90 | -2,164 | -4.47% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Added to | 45,134 | 1,377 | 0.0% | 0.0% | 91 | +3,651 | 8.8% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 44,755 | 1,365 | 0.0% | 0.0% | 92 | -4,373 | -8.9% | Q1 2026 | May 13, 2026 |
| Qtron Investments LLC | History | Added to | 44,280 | 1,350 | 0.18% | 0.13% | 93 | +3,733 | 9.21% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 45,179 | 1,341 | 0.0% | 0.0% | 94 | -7,869 | -14.83% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 42,339 | 1,291 | 0.01% | 0.01% | 95 | -69,131 | -62.02% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 42,146 | 1,285 | 0.01% | 0.02% | 96 | -15,783 | -27.25% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 40,009 | 1,235 | 0.0% | 0.0% | 97 | +3,097 | 8.39% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 40,037 | 1,221 | 0.0% | 0.0% | 98 | +1,498 | 3.89% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Added to | 39,614 | 1,208 | 0.01% | 0.01% | 99 | +4,076 | 11.47% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 39,377 | 1,201 | 0.0% | 0.0% | 100 | -14,010 | -26.24% | Q1 2026 | Apr 24, 2026 |
| Brooklyn Investment Group | History | Added to | 37,506 | 1,144 | 0.04% | 0.03% | 101 | +8,526 | 29.42% | Q1 2026 | Apr 29, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 37,184 | 1,134 | 0.01% | 0.01% | 102 | -171 | -0.46% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 36,561 | 1,106 | 0.0% | 0.0% | 103 | -2,496 | -6.39% | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Added to | 35,291 | 1,076 | 0.03% | 0.02% | 104 | +2,319 | 7.03% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 42,633 | 1,016 | 0.02% | 0.02% | 105 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 33,037 | 1,007 | 0.0% | 0.0% | 106 | -6,399 | -16.23% | Q1 2026 | May 15, 2026 |
| Key FInancial Inc | History | Added to | 32,825 | 1,001 | 0.18% | 0.14% | 107 | +52 | 0.16% | Q1 2026 | Apr 24, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 32,131 | 1,000 | 0.02% | 0.02% | 108 | +1,541 | 5.04% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 32,041 | 977 | 0.0% | — | 109 | +32,041 | New | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 31,602 | 964 | 0.04% | 0.02% | 110 | +8,151 | 34.76% | Q1 2026 | Apr 24, 2026 |
| RWC Asset Management LLP | History | Added to | 30,169 | 920 | 0.04% | 0.03% | 111 | +1,919 | 6.79% | Q1 2026 | Apr 27, 2026 |
| Bridgewater Associates, LP | History | New | 29,852 | 910 | 0.0% | — | 112 | +29,852 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 29,658 | 904 | 0.0% | 0.0% | 113 | +3,222 | 12.19% | Q1 2026 | May 13, 2026 |
| VPR Management LLC | History | Added to | 29,551 | 901 | 0.36% | 0.31% | 114 | +495 | 1.7% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 29,321 | 894 | 0.01% | 0.01% | 115 | +7 | 0.02% | Q1 2026 | May 13, 2026 |
| WHITTIER TRUST CO | History | Added to | 29,297 | 886 | 0.01% | 0.01% | 116 | +6,614 | 29.16% | Q1 2026 | Apr 28, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 28,843 | 879 | 0.02% | 0.02% | 117 | -13,763 | -32.3% | Q1 2026 | Apr 10, 2026 |
| Tidal Investments LLC | History | Reduced | 28,762 | 877 | 0.0% | 0.0% | 118 | -3,282 | -10.24% | Q1 2026 | May 15, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 28,545 | 870 | 0.01% | 0.01% | 119 | -12,805 | -30.97% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 27,968 | 853 | 0.0% | 0.0% | 120 | +1,226 | 4.58% | Q1 2026 | Apr 30, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 26,902 | 820 | 0.01% | 0.01% | 121 | +2,462 | 10.07% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 26,838 | 818 | 0.0% | 0.0% | 122 | +433 | 1.64% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 26,289 | 802 | 0.0% | 0.0% | 123 | +11,127 | 73.39% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 26,024 | 794 | 0.0% | 0.0% | 124 | +6,226 | 31.45% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 25,960 | 792 | 0.05% | 0.02% | 125 | +5,086 | 24.37% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 22,952 | 700 | 0.0% | 0.0% | 126 | +10,248 | 80.67% | Q1 2026 | May 11, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 22,854 | 697 | 0.44% | — | 127 | +22,854 | New | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 22,343 | 681 | 0.0% | 0.0% | 128 | +2,368 | 11.85% | Q1 2026 | May 08, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 22,353 | 681 | 0.01% | 0.01% | 129 | -2,222 | -9.04% | Q1 2026 | Apr 27, 2026 |
| SIMPLEX TRADING, LLC | History | New | 21,700 | 662 | 0.0% | — | 130 | +21,700 | New | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 21,464 | 653 | 0.0% | 0.0% | 131 | +4,180 | 24.18% | Q1 2026 | May 13, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 21,193 | 646 | 0.17% | 0.14% | 132 | -485 | -2.24% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 20,635 | 630 | 0.0% | 0.0% | 133 | -91 | -0.44% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 20,173 | 615 | 0.0% | 0.0% | 134 | -3,192 | -13.66% | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 19,666 | 600 | 0.01% | 0.01% | 135 | -1,608 | -7.56% | Q1 2026 | Apr 20, 2026 |
| NKCFO LLC | History | Added to | 19,562 | 597 | 0.18% | 0.04% | 136 | +13,384 | 216.64% | Q1 2026 | May 11, 2026 |
| Measured Wealth Private Client Group, LLC | History | Added to | 19,339 | 590 | 0.16% | 0.11% | 137 | +1,403 | 7.82% | Q1 2026 | May 13, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 19,102 | 582 | 0.0% | 0.0% | 138 | +30 | 0.16% | Q1 2026 | Apr 30, 2026 |
| Alesco Advisors, LLC, An ESL Co | History | New | 19,039 | 580 | 0.01% | — | 139 | +19,039 | New | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 18,516 | 564 | 0.0% | 0.0% | 140 | +173 | 0.94% | Q1 2026 | Apr 30, 2026 |
| First Affirmative Financial Network | History | New | 18,149 | 553 | 0.21% | — | 141 | +18,149 | New | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 17,815 | 544 | 0.01% | 0.01% | 142 | +2,459 | 16.01% | Q1 2026 | May 01, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 17,658 | 534 | 0.01% | 0.0% | 143 | +8,990 | 103.71% | Q1 2026 | Apr 28, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 17,026 | 519 | 0.0% | 0.0% | 144 | +3,303 | 24.07% | Q1 2026 | Apr 22, 2026 |
| Compound Planning, Inc. | History | Added to | 16,386 | 499 | 0.02% | 0.01% | 145 | +1,559 | 10.51% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 15,161 | 462 | 0.0% | 0.0% | 146 | -5,367 | -26.14% | Q1 2026 | May 11, 2026 |
| Penserra Capital Management LLC | History | New | 13,611 | 415 | 0.0% | — | 147 | +13,611 | New | Q1 2026 | May 11, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 13,048 | 398 | 0.03% | 0.03% | 148 | -454 | -3.36% | Q1 2026 | May 18, 2026 |
| LGT Group Foundation | History | Added to | 12,695 | 387 | 0.0% | 0.0% | 149 | +20 | 0.16% | Q1 2026 | Apr 28, 2026 |
| Diversified Trust Co | History | Added to | 12,397 | 378 | 0.01% | 0.01% | 150 | +67 | 0.54% | Q1 2026 | Apr 16, 2026 |
| AXQ CAPITAL, LP | History | New | 11,980 | 365 | 0.05% | — | 151 | +11,980 | New | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 11,595 | 353 | 0.0% | 0.0% | 152 | -137 | -1.17% | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 11,035 | 336 | 0.0% | 0.0% | 153 | +18 | 0.16% | Q1 2026 | Apr 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 10,901 | 332 | 0.01% | 0.01% | 154 | +557 | 5.38% | Q1 2026 | May 13, 2026 |
| Mattson Financial Services, LLC | History | New | 10,525 | 321 | 0.08% | — | 155 | +10,525 | New | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 10,514 | 320 | 0.0% | 0.0% | 156 | +607 | 6.13% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 10,208 | 311 | 0.0% | 0.0% | 157 | +69 | 0.68% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 10,075 | 307 | 0.0% | 0.0% | 158 | +325 | 3.33% | Q1 2026 | Apr 07, 2026 |
| Brown Financial Advisors | History | New | 9,899 | 302 | 0.11% | — | 159 | +9,899 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 9,849 | 300 | 0.0% | 0.0% | 160 | +1,364 | 16.08% | Q1 2026 | May 14, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 9,788 | 298 | 0.27% | 0.21% | 161 | -191 | -1.91% | Q1 2026 | Apr 21, 2026 |
| Caprock Group, LLC | History | Added to | 9,533 | 297 | 0.01% | 0.0% | 162 | +144 | 1.53% | Q1 2026 | May 11, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | Added to | 48,632 | 296 | 0.1% | 0.29% | 163 | +29,432 | 153.29% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 9,643 | 294 | 0.0% | 0.0% | 164 | -1,004 | -9.43% | Q1 2026 | Apr 07, 2026 |
| Ethic Inc. | History | Reduced | 9,424 | 287 | 0.0% | 0.0% | 165 | -2,661 | -22.02% | Q1 2026 | Apr 27, 2026 |
| Stirlingshire Investments, Inc. | History | New | 9,127 | 279 | 0.24% | — | 166 | +9,127 | New | Q1 2026 | May 04, 2026 |
| Intesa Sanpaolo S.p.A. | History | Reduced | 9,004 | 274 | 0.02% | 0.02% | 167 | -5,996 | -39.97% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | New | 8,979 | 273 | 0.02% | — | 168 | +8,979 | New | Q1 2026 | May 12, 2026 |
| PCM Encore, LLC | History | New | 8,935 | 272 | 0.06% | — | 169 | +8,935 | New | Q1 2026 | May 12, 2026 |
| ELCO Management Co., LLC | History | Reduced | 8,907 | 271 | 0.13% | 0.2% | 170 | -4,410 | -33.12% | Q1 2026 | Apr 23, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 9,047 | 268 | 0.0% | 0.0% | 171 | +66 | 0.73% | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 8,725 | 263 | 0.05% | 0.06% | 172 | +852 | 10.82% | Q1 2026 | May 11, 2026 |
| World Investment Advisors | History | New | 8,485 | 258 | 0.0% | — | 173 | +8,485 | New | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | New | 8,077 | 246 | 0.0% | — | 175 | +8,077 | New | Q1 2026 | Apr 16, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 8,073 | 246 | 0.0% | 0.0% | 174 | -1,053 | -11.54% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 8,216 | 241 | 0.0% | — | 176 | +8,216 | New | Q1 2026 | May 14, 2026 |
| PDS Planning, Inc | History | New | 7,848 | 239 | 0.02% | — | 177 | +7,848 | New | Q1 2026 | Apr 21, 2026 |
| DGS Capital Management, LLC | History | New | 7,783 | 237 | 0.04% | — | 178 | +7,783 | New | Q1 2026 | Apr 28, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 7,166 | 236 | 0.0% | — | 179 | +7,166 | New | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,475 | 234 | 0.01% | 0.01% | 180 | -1,483 | -16.56% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | New | 7,580 | 231 | 0.0% | — | 182 | +7,580 | New | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 7,667 | 231 | 0.0% | 0.0% | 181 | -3,029 | -28.32% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | New | 7,449 | 227 | 0.0% | — | 183 | +7,449 | New | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 7,369 | 224 | 0.0% | 0.0% | 184 | +5,808 | 372.07% | Q1 2026 | May 14, 2026 |
| Bridgefront Capital, LLC | History | New | 7,313 | 223 | 0.06% | — | 185 | +7,313 | New | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | New | 6,981 | 212 | 0.02% | — | 186 | +6,981 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 6,599 | 201 | 0.0% | — | 187 | +6,599 | New | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 6,550 | 199 | 0.01% | 0.01% | 188 | +402 | 6.54% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 6,501 | 198 | 0.0% | 0.0% | 189 | +186 | 2.95% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 6,524 | 197 | 0.0% | 0.0% | 190 | -146 | -2.19% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Reduced | 5,429 | 165 | 0.0% | 0.0% | 191 | -45 | -0.82% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 5,285 | 161 | 0.0% | 0.0% | 192 | +204 | 4.01% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 4,466 | 136 | 0.0% | 0.0% | 193 | -2,040 | -31.36% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Added to | 3,933 | 119 | 0.01% | 0.01% | 194 | +201 | 5.39% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | Added to | 3,750 | 114 | 0.0% | 0.0% | 195 | +173 | 4.84% | Q1 2026 | May 11, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 3,620 | 110 | 0.01% | 0.01% | 196 | +5 | 0.14% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,821 | 86 | 0.0% | 0.0% | 197 | +491 | 21.07% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,749 | 83 | 0.0% | 0.0% | 198 | +627 | 29.55% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,291 | 69 | 0.0% | 0.0% | 199 | -2,561 | -52.78% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,192 | 66 | 0.01% | 0.0% | 200 | +288 | 15.13% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 2,203 | 64 | 0.0% | 0.0% | 201 | +688 | 45.41% | Q1 2026 | May 15, 2026 |
| Pingora Partners LLC | History | Added to | 2,057 | 62 | 0.04% | 0.03% | 202 | +59 | 2.95% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,001 | 61 | 0.0% | 0.0% | 203 | +68 | 3.52% | Q1 2026 | Apr 27, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,856 | 57 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GAMMA Investing LLC | History | Added to | 1,572 | 47 | 0.0% | 0.0% | 205 | +38 | 2.48% | Q1 2026 | Apr 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,481 | 45 | 0.0% | 0.0% | 206 | +881 | 146.83% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | Added to | 1,463 | 44 | 0.02% | 0.01% | 207 | +1 | 0.07% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 1,427 | 43 | 0.0% | 0.0% | 208 | +1 | 0.07% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,351 | 41 | 0.0% | 0.0% | 209 | +1 | 0.07% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,134 | 34 | 0.0% | 0.0% | 210 | +33 | 3.0% | Q1 2026 | May 07, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,100 | 33 | 0.0% | 0.0% | 211 | +800 | 266.67% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 1,113 | 33 | 0.0% | 0.0% | 212 | +713 | 178.25% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | Added to | 1,114 | 33 | 0.01% | 0.01% | 213 | +301 | 37.02% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,098 | 31 | 0.0% | 0.0% | 214 | +715 | 186.68% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 987 | 30 | 0.0% | 0.0% | 215 | -21 | -2.08% | Q1 2026 | Apr 24, 2026 |
| Leonteq Securities AG | History | Added to | 747 | 22 | 0.0% | 0.0% | 216 | +62 | 9.05% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 684 | 20 | 0.0% | — | 217 | +684 | New | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | Added to | 514 | 15 | 0.0% | 0.0% | 218 | +14 | 2.8% | Q1 2026 | Apr 29, 2026 |
| Kozak & Associates, Inc. | History | No change | 439 | 14 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 271 | 8 | 0.0% | 0.0% | 222 | +124 | 84.35% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 262 | 8 | 0.0% | 0.0% | 221 | -1 | -0.38% | Q1 2026 | Apr 20, 2026 |
| Clearstead Advisors, LLC | History | No change | 282 | 8 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | New | 248 | 7 | 0.0% | — | 224 | +248 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 258 | 7 | 0.0% | 0.0% | 223 | +7 | 2.79% | Q1 2026 | Apr 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 200 | 6 | 0.0% | — | 225 | +200 | New | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 228 | 5 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 182 | 5 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BESSEMER GROUP INC | History | New | 145 | 4 | 0.0% | — | 231 | +145 | New | Q1 2026 | May 06, 2026 |
| ADIRONDACK TRUST CO | History | Added to | 161 | 4 | 0.0% | 0.0% | 228 | +4 | 2.55% | Q1 2026 | Apr 03, 2026 |
| North Star Investment Management Corp. | History | Added to | 153 | 4 | 0.0% | 0.0% | 229 | +3 | 2.0% | Q1 2026 | Apr 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 147 | 4 | 0.0% | 0.0% | 230 | -1 | -0.68% | Q1 2026 | Apr 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 114 | 3 | 0.0% | — | 233 | +114 | New | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 99 | 3 | 0.0% | — | 232 | +76 | 330.43% | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Reduced | 368 | 2 | 0.0% | 0.0% | 235 | -739 | -66.76% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | Added to | 80 | 2 | 0.0% | 0.0% | 234 | +2 | 2.56% | Q1 2026 | May 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 70 | 2 | 0.0% | 0.0% | 237 | +1 | 1.45% | Q1 2026 | Apr 06, 2026 |
| Ninepoint Partners LP | History | No change | 84 | 2 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 41 | 1 | 0.0% | 0.01% | 242 | -1,585 | -97.48% | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 241 | -1,136 | -97.09% | Q1 2026 | Apr 07, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 61 | 1 | 0.0% | 0.0% | 240 | -49 | -44.55% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | Added to | 62 | 1 | 0.0% | 0.0% | 243 | +17 | 37.78% | Q1 2026 | Apr 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 57 | 1 | 0.0% | 0.0% | 238 | +1 | 1.79% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | No change | 41 | 1 | 0.0% | — | 239 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quilter Plc | History | Closed out | 0 | 0 | — | 0.25% | — | -629,154 | -100.0% | Q1 2026 | May 13, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.86% | — | -212,083 | -100.0% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -76,927 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -72,460 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -63,664 | -100.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -59,378 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,490 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,626 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -27,780 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -25,621 | -100.0% | Q1 2026 | May 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.06% | — | -16,890 | -100.0% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,982 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -14,259 | -100.0% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,003 | -100.0% | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,509 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,266 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,944 | -100.0% | Q1 2026 | May 15, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,841 | -100.0% | Q1 2026 | May 11, 2026 |
| Hurley Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -611 | -100.0% | Q1 2026 | May 06, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -232 | -100.0% | Q1 2026 | May 13, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | May 08, 2026 |
| Operose Advisors LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 24, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 15 | 0 | — | — | — | -5 | -25.0% | Q1 2026 | May 06, 2026 |
| Western Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 19, 2026 |
| Ancora Advisors LLC | History | No change | 22 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |