Sezzle Inc. - SEZL
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 2,537,957 | 160,627 | 0.0% | 0.0% | 1 | -457 | -0.02% | Q1 2026 | May 13, 2026 |
| Divisadero Street Capital Management, LP | History | Added to | 1,311,614 | 83,012 | 3.47% | 3.33% | 2 | +188,388 | 16.77% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,188,883 | 75,464 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Accredited Investors Inc. | History | Reduced | 886,642 | 56,115 | 3.02% | 3.08% | 4 | -26,400 | -2.89% | Q1 2026 | Apr 30, 2026 |
| Caption Management, LLC | History | Added to | 805,700 | 50,992 | 0.3% | 0.19% | 5 | +369,139 | 84.56% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 763,619 | 48,329 | 0.0% | — | 6 | +763,619 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 622,263 | 39,383 | 0.0% | 0.0% | 7 | +21,607 | 3.6% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 521,038 | 32,981 | 0.0% | 0.0% | 8 | +31,656 | 6.47% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 467,429 | 29,583 | 0.0% | 0.0% | 9 | +200,362 | 75.02% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 458,222 | 28,995 | 0.01% | 0.0% | 10 | +134,714 | 41.64% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 438,322 | 27,741 | 0.0% | 0.0% | 11 | +57,096 | 14.98% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 393,606 | 24,912 | 0.02% | 0.01% | 12 | +240,410 | 156.93% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 380,929 | 24,110 | 0.0% | 0.0% | 13 | +2,744 | 0.73% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 377,476 | 23,890 | 0.0% | 0.0% | 14 | +28,589 | 8.19% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 326,063 | 20,636 | 0.0% | 0.0% | 15 | +243,747 | 296.11% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 312,884 | 19,802 | 0.0% | — | 16 | +312,884 | New | Q1 2026 | May 08, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | Added to | 300,000 | 18,987 | 2.42% | 1.78% | 17 | +45,000 | 17.65% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 250,573 | 15,858 | 0.0% | 0.0% | 18 | -11,287 | -4.31% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 247,407 | 15,658 | 0.01% | 0.01% | 19 | +72,626 | 41.55% | Q1 2026 | May 04, 2026 |
| G2 Investment Partners Management LLC | History | Reduced | 167,437 | 10,597 | 2.61% | 2.76% | 20 | -15,563 | -8.5% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 154,378 | 9,770 | 0.0% | 0.0% | 21 | +3,666 | 2.43% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 152,381 | 9,644 | 0.0% | 0.0% | 22 | +3,481 | 2.34% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 123,919 | 7,842 | 0.0% | 0.0% | 23 | -90,723 | -42.27% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 117,696 | 7,448 | 0.05% | — | 24 | +117,696 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 117,455 | 7,433 | 0.0% | — | 25 | +117,455 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 112,957 | 7,148 | 0.0% | 0.0% | 26 | +10,486 | 10.23% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 101,200 | 6,404 | 0.0% | 0.0% | 27 | +37,700 | 59.37% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 95,881 | 6,068 | 0.0% | 0.0% | 28 | -2,555 | -2.6% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 93,244 | 5,901 | 0.0% | 0.0% | 29 | -21,182 | -18.51% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 87,665 | 5,548 | 0.0% | 0.0% | 30 | +16,373 | 22.97% | Q1 2026 | May 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 85,163 | 5,389 | 0.2% | 0.17% | 31 | -3,696 | -4.16% | Q1 2026 | Apr 23, 2026 |
| Vident Advisory, LLC | History | Added to | 81,051 | 5,129 | 0.04% | 0.03% | 32 | +26,390 | 48.28% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 71,889 | 4,549 | 0.01% | 0.02% | 33 | -59,049 | -45.1% | Q1 2026 | May 15, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 70,046 | 4,433 | 0.24% | 0.57% | 34 | -97,827 | -58.27% | Q1 2026 | May 15, 2026 |
| Proem Advisors LLC | History | New | 68,232 | 4,318 | 0.26% | — | 35 | +68,232 | New | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Reduced | 64,600 | 4,088 | 0.0% | 0.0% | 36 | -45,212 | -41.17% | Q1 2026 | May 05, 2026 |
| Voleon Capital Management LP | History | Reduced | 63,426 | 4,014 | 0.09% | 0.1% | 37 | -13,469 | -17.52% | Q1 2026 | May 15, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 63,000 | 3,987 | 0.86% | 0.81% | 38 | +10,500 | 20.0% | Q1 2026 | May 11, 2026 |
| Madison Asset Management, LLC | History | Added to | 62,838 | 3,977 | 0.05% | 0.02% | 39 | +31,673 | 101.63% | Q1 2026 | May 07, 2026 |
| Buckley Capital Advisors, LLC | History | New | 62,400 | 3,949 | 2.84% | — | 40 | +62,400 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 61,925 | 3,930 | 0.0% | 0.0% | 41 | +22,105 | 55.51% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 61,113 | 3,867 | 0.01% | 0.01% | 42 | +1,998 | 3.38% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 60,184 | 3,809 | 0.0% | 0.0% | 43 | +10,817 | 21.91% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 56,800 | 3,594 | 0.02% | 0.02% | 44 | -56,708 | -49.96% | Q1 2026 | May 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 53,339 | 3,375 | 0.35% | 0.34% | 45 | +5,479 | 11.45% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 51,660 | 3,269 | 0.0% | 0.0% | 46 | +4,872 | 10.41% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 45,628 | 2,887 | 0.0% | 0.0% | 47 | -31,699 | -40.99% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Reduced | 44,379 | 2,808 | 0.02% | 0.06% | 48 | -57,759 | -56.55% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 44,161 | 2,794 | 0.04% | 0.03% | 49 | +10,728 | 32.09% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Added to | 44,131 | 2,793 | 0.08% | 0.08% | 50 | +254 | 0.58% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 43,949 | 2,781 | 0.0% | 0.0% | 51 | +1,275 | 2.99% | Q1 2026 | May 12, 2026 |
| CVFG LLC | History | New | 43,230 | 2,736 | 0.34% | — | 52 | +43,230 | New | Q1 2026 | Apr 29, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 40,319 | 2,448 | 0.0% | 0.0% | 53 | -6,475 | -13.84% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 38,326 | 2,425 | 0.0% | 0.0% | 54 | -4,224 | -9.93% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | No change | 36,900 | 2,335 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 36,461 | 2,315 | 0.0% | 0.0% | 56 | +1,057 | 2.99% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 34,245 | 2,167 | 0.0% | 0.0% | 57 | +7,206 | 26.65% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 33,754 | 2,136 | 0.0% | 0.0% | 58 | -19,134 | -36.18% | Q1 2026 | May 06, 2026 |
| Nuveen, LLC | History | Added to | 32,886 | 2,081 | 0.0% | 0.0% | 59 | +719 | 2.24% | Q1 2026 | Apr 30, 2026 |
| Cetera Investment Advisers | History | Added to | 32,452 | 2,053 | 0.0% | 0.0% | 61 | +18,609 | 134.43% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 32,446 | 2,053 | 0.0% | 0.0% | 60 | +5,350 | 19.74% | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | Added to | 32,269 | 2,042 | 0.07% | 0.03% | 62 | +14,504 | 81.64% | Q1 2026 | May 18, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 28,262 | 1,788 | 0.0% | 0.0% | 63 | +11,145 | 65.11% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 26,854 | 1,699 | 0.0% | 0.02% | 64 | -244,027 | -90.09% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 26,735 | 1,692 | 0.0% | 0.0% | 65 | +2,205 | 8.99% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 22,506 | 1,424 | 0.0% | 0.0% | 66 | -27,243 | -54.76% | Q1 2026 | Apr 16, 2026 |
| Militia Capital Partners, LP | History | No change | 22,043 | 1,399 | 0.53% | 0.53% | 67 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 21,200 | 1,341 | 0.01% | 0.01% | 68 | -8,268 | -28.06% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 20,945 | 1,325 | 0.0% | 0.0% | 69 | +14,775 | 239.47% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 19,946 | 1,262 | 0.0% | 0.0% | 70 | -6,989 | -25.95% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 19,580 | 1,239 | 0.0% | 0.0% | 71 | +1,414 | 7.78% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 18,938 | 1,198 | 0.0% | — | 72 | +18,938 | New | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 17,873 | 1,131 | 0.0% | 0.0% | 73 | -6,299 | -26.06% | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 17,551 | 1,110 | 0.0% | 0.0% | 74 | +1,555 | 9.72% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | New | 17,212 | 1,089 | 0.0% | — | 75 | +17,212 | New | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 17,032 | 1,077 | 0.04% | 0.03% | 76 | +4,996 | 41.51% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 16,926 | 1,071 | 0.0% | 0.0% | 77 | -1,149 | -6.36% | Q1 2026 | Apr 27, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 16,903 | 1,069 | 0.0% | — | 78 | +16,903 | New | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 15,837 | 1,002 | 0.01% | 0.01% | 79 | -198 | -1.23% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 15,655 | 990 | 0.0% | 0.0% | 80 | +994 | 6.78% | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | New | 15,118 | 954 | 0.0% | — | 81 | +15,118 | New | Q1 2026 | Apr 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 14,642 | 926 | 0.0% | 0.0% | 82 | -600 | -3.94% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 14,530 | 919 | 0.0% | 0.0% | 83 | +1,780 | 13.96% | Q1 2026 | May 06, 2026 |
| OP Asset Management Ltd | History | Added to | 14,498 | 917 | 0.01% | 0.0% | 84 | +10,861 | 298.63% | Q1 2026 | Apr 10, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,093 | 891 | 0.0% | 0.0% | 85 | +1,540 | 12.27% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,959 | 890 | 0.0% | 0.0% | 86 | +259 | 1.89% | Q1 2026 | Apr 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,904 | 879 | 0.0% | 0.0% | 87 | +1,764 | 14.53% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,398 | 721 | 0.0% | 0.0% | 88 | -336 | -2.86% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 10,322 | 653 | 0.0% | 0.0% | 89 | -3,711 | -26.44% | Q1 2026 | May 13, 2026 |
| PRIVATE CLIENT SERVICES, LLC | History | New | 10,247 | 648 | 0.19% | — | 90 | +10,247 | New | Q1 2026 | Apr 06, 2026 |
| Point72 Asset Management, L.P. | History | New | 10,200 | 645 | 0.0% | — | 91 | +10,200 | New | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | New | 9,146 | 578 | 0.01% | — | 93 | +9,146 | New | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | Added to | 9,143 | 578 | 0.0% | 0.0% | 92 | +135 | 1.5% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,119 | 577 | 0.0% | 0.0% | 94 | -10,209 | -52.82% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,628 | 546 | 0.0% | — | 95 | +8,628 | New | Q1 2026 | May 08, 2026 |
| Havemeyer Place LP | History | New | 8,490 | 537 | 0.06% | — | 96 | +8,490 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 8,478 | 536 | 0.0% | 0.0% | 97 | +2,476 | 41.25% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 8,334 | 527 | 0.0% | 0.0% | 98 | +50 | 0.6% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 8,157 | 516 | 0.0% | 0.0% | 99 | -1,282 | -13.58% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 7,817 | 494 | 0.0% | 0.0% | 100 | +1,006 | 14.77% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 7,733 | 489 | 0.0% | — | 101 | +7,733 | New | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | New | 7,698 | 487 | 0.01% | — | 102 | +7,698 | New | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 7,666 | 485 | 0.0% | 0.0% | 103 | +2,475 | 47.68% | Q1 2026 | May 08, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 7,600 | 481 | 0.01% | 0.01% | 104 | -200 | -2.56% | Q1 2026 | Apr 20, 2026 |
| ALPS ADVISORS INC | History | New | 7,470 | 472 | 0.0% | — | 105 | +7,470 | New | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,200 | 454 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 6,985 | 443 | 0.15% | 0.15% | 107 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 6,770 | 428 | 0.0% | 0.0% | 108 | +3,000 | 79.58% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | New | 6,159 | 389 | 0.0% | — | 109 | +6,159 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,100 | 386 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 5,912 | 374 | 0.0% | — | 111 | +5,912 | New | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Added to | 5,855 | 370 | 0.01% | 0.01% | 112 | +2,158 | 58.37% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 5,607 | 354 | 0.0% | 0.0% | 113 | -1,039 | -15.63% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 5,561 | 351 | 0.0% | 0.0% | 114 | +381 | 7.36% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 5,369 | 339 | 0.0% | 0.0% | 115 | +232 | 4.52% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 5,159 | 326 | 0.0% | 0.0% | 116 | -53 | -1.02% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 4,966 | 314 | 0.0% | 0.0% | 117 | -3,758 | -43.08% | Q1 2026 | May 08, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 4,959 | 313 | 0.01% | 0.01% | 118 | +1,139 | 29.82% | Q1 2026 | May 08, 2026 |
| EFG International AG | History | No change | 4,900 | 310 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,810 | 304 | 0.0% | 0.0% | 120 | -124 | -2.51% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 4,734 | 299 | 0.0% | — | 121 | +4,734 | New | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 4,600 | 291 | 0.0% | 0.0% | 122 | +3,900 | 557.14% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,600 | 291 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | No change | 4,600 | 291 | 0.06% | 0.06% | 124 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,585 | 290 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,503 | 284 | 0.0% | 0.0% | 126 | -61 | -1.34% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 4,485 | 283 | 0.0% | 0.0% | 127 | +1,286 | 40.2% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 4,462 | 282 | 0.0% | 0.0% | 128 | +354 | 8.62% | Q1 2026 | Apr 27, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,373 | 276 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 4,344 | 274 | 0.02% | — | 130 | +4,344 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 4,359 | 273 | 0.0% | — | 132 | +4,359 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 4,321 | 273 | 0.0% | 0.0% | 131 | -1,733 | -28.63% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 4,279 | 270 | 0.0% | 0.0% | 133 | -21,074 | -83.12% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,223 | 267 | 0.0% | 0.0% | 134 | -5 | -0.12% | Q1 2026 | May 01, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,200 | 265 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Caprock Group, LLC | History | New | 4,076 | 257 | 0.01% | — | 136 | +4,076 | New | Q1 2026 | May 11, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 4,000 | 254 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Regal Partners Ltd | History | Reduced | 3,967 | 251 | 0.01% | 0.22% | 139 | -55,087 | -93.28% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,967 | 251 | 0.0% | 0.0% | 138 | +527 | 15.32% | Q1 2026 | Apr 22, 2026 |
| Yorktown Management & Research Co Inc | History | Reduced | 3,950 | 249 | 0.21% | 0.4% | 141 | -3,950 | -50.0% | Q1 2026 | Apr 20, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 3,936 | 249 | 0.0% | 0.0% | 140 | +36 | 0.92% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Added to | 3,852 | 243 | 0.0% | 0.0% | 142 | +778 | 25.31% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 3,833 | 243 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Reduced | 3,811 | 241 | 0.06% | 0.07% | 144 | -381 | -9.09% | Q1 2026 | Apr 22, 2026 |
| COMERICA BANK | History | No change | 3,653 | 231 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,594 | 227 | 0.0% | — | 146 | +3,584 | 35840.0% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 3,450 | 218 | 0.0% | 0.0% | 147 | +950 | 38.0% | Q1 2026 | May 14, 2026 |
| Bayforest Capital Ltd | History | New | 3,346 | 211 | 0.24% | — | 148 | +3,346 | New | Q1 2026 | Apr 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 3,310 | 209 | 0.0% | — | 149 | +3,310 | New | Q1 2026 | May 15, 2026 |
| XML Financial, LLC | History | New | 3,218 | 203 | 0.02% | — | 151 | +3,218 | New | Q1 2026 | Apr 16, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 3,208 | 203 | 0.0% | — | 150 | +3,208 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,760 | 174 | 0.0% | 0.0% | 152 | +1,676 | 154.61% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,850 | 117 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Added to | 1,644 | 104 | 0.0% | 0.0% | 154 | +1,283 | 355.4% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,601 | 101 | 0.0% | 0.0% | 155 | -481 | -23.1% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 1,534 | 97 | 0.0% | 0.0% | 156 | +100 | 6.97% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,330 | 84 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,055 | 66 | 0.0% | 0.0% | 158 | +988 | 1474.63% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 1,026 | 64 | 0.0% | — | 159 | +1,025 | 102500.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 905 | 57 | 0.0% | 0.0% | 160 | +176 | 24.14% | Q1 2026 | Apr 20, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 870 | 55 | 0.0% | 0.0% | 161 | +593 | 214.08% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 789 | 49 | 0.0% | 0.0% | 163 | +527 | 201.15% | Q1 2026 | Apr 06, 2026 |
| Larson Financial Group LLC | History | Added to | 785 | 49 | 0.0% | 0.0% | 162 | +175 | 28.69% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 600 | 37 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | Reduced | 489 | 31 | 0.02% | 0.02% | 165 | -1 | -0.2% | Q1 2026 | May 05, 2026 |
| KBC Group NV | History | No change | 474 | 30 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 375 | 23 | 0.0% | — | 168 | +375 | New | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 375 | 23 | 0.0% | 0.0% | 167 | +297 | 380.77% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 349 | 22 | 0.0% | 0.0% | 169 | +14 | 4.18% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | Added to | 328 | 20 | 0.01% | 0.01% | 170 | +1 | 0.31% | Q1 2026 | May 21, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 308 | 19 | 0.0% | 0.0% | 171 | +174 | 129.85% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 285 | 18 | 0.0% | — | 175 | +285 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 301 | 18 | 0.0% | 0.0% | 172 | +237 | 370.31% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 292 | 18 | 0.0% | 0.0% | 174 | +47 | 19.18% | Q1 2026 | May 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 300 | 18 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Kemnay Advisory Services Inc. | History | New | 258 | 16 | 0.0% | — | 178 | +258 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 255 | 16 | 0.0% | 0.0% | 176 | +185 | 264.29% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 253 | 16 | 0.0% | 0.0% | 177 | +70 | 38.25% | Q1 2026 | May 11, 2026 |
| GS Investments, Inc. | History | No change | 250 | 15 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 216 | 13 | 0.0% | 0.0% | 181 | +179 | 483.78% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Added to | 212 | 13 | 0.0% | 0.0% | 180 | +64 | 43.24% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 199 | 12 | 0.0% | — | 182 | +199 | New | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 186 | 11 | 0.0% | 0.0% | 183 | +118 | 173.53% | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | New | 150 | 9 | 0.0% | — | 185 | +150 | New | Q1 2026 | Apr 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 144 | 9 | 0.0% | 0.0% | 184 | -35 | -19.55% | Q1 2026 | Apr 22, 2026 |
| Root Financial Partners, LLC | History | Added to | 139 | 8 | 0.0% | 0.0% | 186 | +16 | 13.01% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 123 | 7 | 0.0% | 0.0% | 188 | -32 | -20.65% | Q1 2026 | Apr 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 117 | 7 | 0.0% | 0.0% | 187 | +31 | 36.05% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 106 | 6 | 0.0% | — | 191 | +106 | New | Q1 2026 | Apr 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 100 | 6 | 0.0% | — | 192 | +100 | New | Q1 2026 | May 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 100 | 6 | 0.0% | 0.0% | 189 | +56 | 127.27% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | No change | 106 | 6 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 87 | 5 | 0.0% | 0.0% | 193 | -37 | -29.84% | Q1 2026 | May 04, 2026 |
| Versant Capital Management, Inc | History | Added to | 74 | 4 | 0.0% | — | 195 | +73 | 7300.0% | Q1 2026 | Apr 06, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 57 | 4 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Golden State Wealth Management, LLC | History | No change | 72 | 4 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Reduced | 48 | 3 | 0.0% | 0.0% | 198 | -12 | -20.0% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 56 | 3 | 0.0% | 0.0% | 197 | +10 | 21.74% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 45 | 2 | 0.0% | — | 200 | -11,520 | -99.61% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 45 | 2 | 0.0% | 0.0% | 201 | -285 | -86.36% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 33 | 2 | 0.0% | 0.0% | 199 | +11 | 50.0% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 33 | 2 | 0.0% | 0.0% | 202 | -6 | -15.38% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 21 | 1 | 0.0% | — | 204 | +15 | 250.0% | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | Added to | 18 | 1 | 0.0% | — | 206 | +13 | 260.0% | Q1 2026 | Apr 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 22 | 1 | 0.0% | 0.0% | 205 | +1 | 4.76% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 30 | 1 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| WealthCollab, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -115,603 | -100.0% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -115,073 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -72,879 | -100.0% | Q1 2026 | May 15, 2026 |
| Whetstone Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 1.14% | — | -57,605 | -100.0% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Closed out | 0 | 0 | — | 0.06% | — | -41,341 | -100.0% | Q1 2026 | May 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.01% | — | -30,660 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Maxi Investments CY Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -20,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,950 | -100.0% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -17,745 | -100.0% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.4% | — | -15,839 | -100.0% | Q1 2026 | May 15, 2026 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -11,813 | -100.0% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Closed out | 0 | 0 | — | 0.0% | — | -11,713 | -100.0% | Q1 2026 | Apr 22, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,189 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,967 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,204 | -100.0% | Q1 2026 | May 15, 2026 |
| Main Management ETF Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,046 | -100.0% | Q1 2026 | May 14, 2026 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -6,583 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -5,288 | -100.0% | Q1 2026 | May 11, 2026 |
| Worth Venture Partners, LLC | History | Closed out | 0 | 0 | — | 2.38% | — | -5,173 | -100.0% | Q1 2026 | May 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.13% | — | -4,930 | -100.0% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,329 | -100.0% | Q1 2026 | May 15, 2026 |
| BankChampaign, National Association | History | Closed out | 0 | 0 | — | 0.25% | — | -3,972 | -100.0% | Q1 2026 | May 21, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,317 | -100.0% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,161 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,811 | -100.0% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,278 | -100.0% | Q1 2026 | May 04, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,237 | -100.0% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,172 | -100.0% | Q1 2026 | May 13, 2026 |
| Strengthening Families & Communities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -770 | -100.0% | Q1 2026 | May 11, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -133 | -100.0% | Q1 2026 | May 01, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -126 | -100.0% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Quarry LP | History | Reduced | 3 | 0 | — | 0.0% | — | -18 | -85.71% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 15, 2026 |
| BOK Financial Private Wealth, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 12, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 14, 2026 |
| Spire Wealth Management | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 22, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 23, 2026 |
| Marquette Asset Management, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 23, 2026 |
| Caitlin John, LLC | History | Added to | 10 | 0 | — | — | — | +5 | 100.0% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 15 | 0 | — | — | — | +4 | 36.36% | Q1 2026 | May 07, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| Cedar Mountain Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q1 2026 | Apr 23, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 21, 2026 |
| Stone House Investment Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 22, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Global Retirement Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |