SHINHAN FINANCIAL GROUP CO LTD - SHG
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.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,450,363 | 150,256 | 0.0% | 0.0% | 1 | +425,448 | 21.01% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,875,218 | 114,988 | 0.01% | 0.01% | 2 | +178,860 | 10.54% | Q1 2026 | May 15, 2026 |
| London & Capital Asset Management Ltd | History | Reduced | 1,823,111 | 111,674 | 1.22% | 1.12% | 3 | -189,604 | -9.42% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 1,664,989 | 102,097 | 0.17% | 0.15% | 4 | -6,195 | -0.37% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,536,444 | 94,214 | 0.05% | 0.03% | 5 | +303,964 | 24.66% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,423,463 | 87,286 | 0.02% | 0.02% | 6 | -92,631 | -6.11% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,354,434 | 83,053 | 0.01% | 0.01% | 7 | -119,801 | -8.13% | Q1 2026 | May 14, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Reduced | 690,651 | 42,350 | 0.14% | 0.15% | 8 | -221,137 | -24.25% | Q1 2026 | Apr 24, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 517,650 | 31,742 | 0.0% | 0.0% | 9 | -190,277 | -26.88% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 490,158 | 30,056 | 0.02% | 0.03% | 10 | -404,659 | -45.22% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 404,485 | 24,802 | 0.0% | 0.0% | 11 | +198,643 | 96.5% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 303,665 | 18,620 | 0.0% | — | 12 | +303,665 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 301,441 | 18,484 | 0.01% | 0.01% | 13 | +70,863 | 30.73% | Q1 2026 | May 12, 2026 |
| Capital Wealth Planning, LLC | History | New | 276,319 | 16,943 | 0.09% | — | 14 | +276,319 | New | Q1 2026 | May 15, 2026 |
| CAUSEWAY CAPITAL MANAGEMENT LLC | History | Reduced | 253,576 | 15,549 | 0.19% | 0.43% | 15 | -326,220 | -56.26% | Q1 2026 | May 14, 2026 |
| Ramirez Asset Management, Inc. | History | Added to | 241,867 | 15,223 | 1.83% | 1.58% | 16 | +19,115 | 8.58% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 236,926 | 14,528 | 0.01% | 0.02% | 17 | -35,464 | -13.02% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 268,577 | 14,403 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 231,563 | 14,199 | 0.0% | 0.0% | 19 | +14,701 | 6.78% | Q1 2026 | May 04, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 210,208 | 12,889 | 0.0% | 0.0% | 20 | -12,967 | -5.81% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 203,881 | 12,501 | 0.01% | 0.0% | 21 | +176,476 | 643.96% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 203,670 | 12,489 | 0.06% | 0.06% | 22 | +9,574 | 4.93% | Q1 2026 | May 13, 2026 |
| Promethos Capital, LLC | History | Added to | 201,206 | 12,337 | 3.32% | 2.94% | 23 | +180 | 0.09% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 194,412 | 11,598 | 0.0% | 0.0% | 24 | +31,058 | 19.01% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 173,250 | 10,623 | 0.02% | 0.01% | 25 | +49,966 | 40.53% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 170,550 | 10,454 | 0.01% | 0.01% | 26 | +13,160 | 8.36% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 161,406 | 9,897 | 0.04% | 0.02% | 27 | +51,962 | 47.48% | Q1 2026 | May 15, 2026 |
| Sanders Capital, LLC | History | Reduced | 153,626 | 9,420 | 0.01% | 0.01% | 28 | -3,860 | -2.45% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 151,233 | 9,274 | 0.01% | 0.01% | 29 | -3,035 | -1.97% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 143,561 | 8,803 | 0.0% | 0.0% | 30 | +10,944 | 8.25% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 132,836 | 8,145 | 0.02% | 0.04% | 31 | -156,227 | -54.05% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 123,792 | 7,590 | 0.0% | 0.0% | 32 | +12,104 | 10.84% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 116,993 | 7,174 | 0.0% | 0.0% | 33 | -86,710 | -42.57% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 108,426 | 6,648 | 0.01% | 0.0% | 34 | -2,105 | -1.9% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 104,595 | 6,413 | 0.06% | 0.05% | 35 | +12,182 | 13.18% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 102,659 | 6,295 | 0.07% | 0.06% | 36 | +10,050 | 10.85% | Q1 2026 | May 13, 2026 |
| Voleon Capital Management LP | History | Reduced | 101,350 | 6,214 | 0.13% | 0.15% | 37 | -33,007 | -24.57% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | New | 100,608 | 6,043 | 0.0% | — | 38 | +100,608 | New | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Added to | 95,110 | 5,832 | 0.05% | 0.04% | 39 | +12,368 | 14.95% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 89,991 | 5,518 | 0.0% | 0.0% | 40 | -61,622 | -40.64% | Q1 2026 | May 05, 2026 |
| Virtus Family Office LLC | History | Reduced | 87,785 | 5,436 | 4.64% | 4.45% | 41 | -8,588 | -8.91% | Q1 2026 | May 06, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 82,726 | 5,118 | 0.11% | 0.08% | 42 | +7,584 | 10.09% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 81,018 | 4,968 | 0.09% | 0.08% | 43 | +4,124 | 5.36% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 74,136 | 4,546 | 0.0% | 0.0% | 44 | +2,874 | 4.03% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | New | 73,066 | 4,480 | 0.0% | — | 45 | +73,066 | New | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 71,118 | 4,360 | 0.13% | 0.12% | 46 | -970 | -1.35% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 70,451 | 4,320 | 0.0% | 0.0% | 47 | +11,312 | 19.13% | Q1 2026 | May 12, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 69,787 | 4,279 | 0.04% | 0.03% | 48 | +4,328 | 6.61% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 67,920 | 4,166 | 0.0% | 0.0% | 49 | -18,589 | -21.49% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 66,931 | 4,104 | 0.0% | 0.0% | 50 | +10,354 | 18.3% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 62,452 | 3,830 | 0.02% | 0.02% | 51 | -30,824 | -33.05% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 68,400 | 3,668 | 0.01% | 0.01% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| US BANCORP \DE\ | History | Added to | 57,639 | 3,534 | 0.0% | 0.0% | 53 | +8,085 | 16.32% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | Added to | 56,276 | 3,450 | 0.02% | 0.02% | 54 | +12,300 | 27.97% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 56,064 | 3,411 | 0.0% | 0.0% | 55 | -27,984 | -33.3% | Q1 2026 | May 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 53,592 | 3,286 | 0.02% | 0.03% | 56 | -7,676 | -12.53% | Q1 2026 | May 15, 2026 |
| AMG National Trust Bank | History | Added to | 52,374 | 3,211 | 0.07% | 0.07% | 57 | +11 | 0.02% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 49,693 | 3,047 | 0.0% | 0.0% | 58 | +3,957 | 8.65% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 49,353 | 3,026 | 0.0% | 0.0% | 59 | +3,816 | 8.38% | Q1 2026 | May 12, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 50,021 | 2,984 | 0.0% | 0.0% | 60 | +4,435 | 9.73% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 48,548 | 2,976 | 0.03% | 0.03% | 61 | -24,021 | -33.1% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 47,597 | 2,912 | 0.0% | 0.0% | 62 | +4,805 | 11.23% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 46,042 | 2,823 | 0.0% | 0.0% | 63 | +6,796 | 17.32% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 46,029 | 2,822 | 0.0% | 0.0% | 64 | +4,597 | 11.1% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 45,358 | 2,781 | 0.01% | 0.01% | 65 | +3,219 | 7.64% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 39,451 | 2,419 | 0.03% | 0.02% | 66 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 38,002 | 2,330 | 0.01% | 0.01% | 67 | +8,473 | 28.69% | Q1 2026 | Apr 30, 2026 |
| Ethic Inc. | History | Added to | 36,750 | 2,253 | 0.04% | 0.03% | 68 | +4,391 | 13.57% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 34,286 | 2,102 | 0.0% | 0.0% | 69 | +17,759 | 107.45% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 33,912 | 2,079 | 0.0% | 0.0% | 70 | -8,694 | -20.41% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 33,823 | 2,074 | 0.02% | 0.03% | 71 | -9,246 | -21.47% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 33,820 | 2,073 | 0.0% | 0.0% | 72 | +2,253 | 7.14% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 33,737 | 2,068 | 0.03% | 0.02% | 73 | +6,596 | 24.3% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 33,721 | 2,067 | 0.0% | 0.01% | 74 | -256,276 | -88.37% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 33,557 | 2,054 | 0.0% | 0.0% | 75 | +1,861 | 5.87% | Q1 2026 | May 08, 2026 |
| DGS Capital Management, LLC | History | Added to | 32,293 | 1,980 | 0.32% | 0.28% | 76 | +2,037 | 6.73% | Q1 2026 | Apr 28, 2026 |
| EFG International AG | History | Reduced | 29,633 | 1,817 | 0.04% | 0.04% | 77 | -5,667 | -16.05% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 29,485 | 1,808 | 0.12% | 0.08% | 78 | +5,273 | 21.78% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 29,373 | 1,801 | 0.0% | 0.0% | 79 | +1,379 | 4.93% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 29,061 | 1,782 | 0.03% | 0.02% | 80 | +1,043 | 3.72% | Q1 2026 | Apr 07, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 28,947 | 1,775 | 0.44% | 0.39% | 81 | +73 | 0.25% | Q1 2026 | May 01, 2026 |
| Calamos Advisors LLC | History | Reduced | 28,268 | 1,733 | 0.01% | 0.01% | 82 | -64 | -0.23% | Q1 2026 | May 04, 2026 |
| Capital Research Global Investors | History | Reduced | 28,782 | 1,717 | 0.0% | 0.0% | 83 | -42,351 | -59.54% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 27,683 | 1,697 | 0.03% | 0.02% | 84 | +4,404 | 18.92% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 27,366 | 1,678 | 0.0% | 0.0% | 85 | -25,671 | -48.4% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 26,205 | 1,606 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PCM Encore, LLC | History | Added to | 26,140 | 1,602 | 0.33% | 0.28% | 87 | +1,178 | 4.72% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Added to | 26,325 | 1,594 | 0.0% | 0.0% | 88 | +3,416 | 14.91% | Q1 2026 | May 15, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Added to | 25,740 | 1,578 | 0.04% | 0.03% | 89 | +3,724 | 16.91% | Q1 2026 | Apr 28, 2026 |
| Invesco Ltd. | History | Reduced | 24,601 | 1,508 | 0.0% | 0.0% | 90 | -4,516 | -15.51% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 27,735 | 1,487 | 0.03% | 0.03% | 91 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MAVERICK CAPITAL LTD | History | Added to | 23,804 | 1,459 | 0.02% | 0.01% | 92 | +9,733 | 69.17% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 22,838 | 1,400 | 0.03% | 0.02% | 93 | +2,778 | 13.85% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 22,506 | 1,380 | 0.02% | 0.02% | 94 | -6,957 | -23.61% | Q1 2026 | Apr 20, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 22,057 | 1,352 | 0.01% | 0.01% | 95 | +5,178 | 30.68% | Q1 2026 | Apr 27, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 21,888 | 1,342 | 0.0% | 0.0% | 96 | +14,569 | 199.06% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 20,127 | 1,234 | 0.11% | 0.1% | 97 | +944 | 4.92% | Q1 2026 | Apr 24, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 20,078 | 1,231 | 0.02% | 0.02% | 98 | +2,396 | 13.55% | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 19,743 | 1,210 | 0.02% | 0.04% | 99 | -13,069 | -39.83% | Q1 2026 | Apr 27, 2026 |
| Brooklyn Investment Group | History | Added to | 18,886 | 1,158 | 0.04% | 0.02% | 100 | +9,663 | 104.77% | Q1 2026 | Apr 29, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 18,708 | 1,147 | 0.28% | 0.24% | 101 | +758 | 4.22% | Q1 2026 | Apr 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 18,544 | 1,137 | 0.0% | 0.0% | 102 | -16,428 | -46.97% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 18,182 | 1,114 | 0.02% | 0.01% | 103 | +11,180 | 159.67% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 18,057 | 1,107 | 0.06% | 0.05% | 104 | +274 | 1.54% | Q1 2026 | May 11, 2026 |
| Graham Capital Management, L.P. | History | Added to | 17,745 | 1,088 | 0.03% | 0.02% | 105 | +786 | 4.63% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,580 | 1,078 | 0.0% | 0.0% | 106 | +470 | 2.75% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 16,820 | 1,031 | 0.03% | 0.03% | 107 | +539 | 3.31% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 16,581 | 1,016 | 0.02% | 0.01% | 108 | +2,146 | 14.87% | Q1 2026 | Jun 02, 2026 |
| Aberdeen Group plc | History | Added to | 16,143 | 989 | 0.0% | 0.0% | 109 | +1,955 | 13.78% | Q1 2026 | Apr 29, 2026 |
| PDS Planning, Inc | History | Added to | 16,075 | 985 | 0.06% | 0.05% | 110 | +1,170 | 7.85% | Q1 2026 | Apr 21, 2026 |
| Aquatic Capital Management LLC | History | Added to | 15,841 | 971 | 0.03% | 0.01% | 111 | +10,351 | 188.54% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Added to | 14,999 | 919 | 0.01% | 0.01% | 112 | +1,068 | 7.67% | Q1 2026 | Apr 27, 2026 |
| Plan A Wealth LLC | History | Reduced | 14,999 | 919 | 0.44% | 0.39% | 113 | -59 | -0.39% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,497 | 889 | 0.0% | 0.0% | 114 | +11,840 | 445.62% | Q1 2026 | May 14, 2026 |
| Investment Research Partners LLC | History | Added to | 14,471 | 887 | 0.36% | 0.33% | 115 | +238 | 1.67% | Q1 2026 | Apr 29, 2026 |
| STRS OHIO | History | Reduced | 14,049 | 861 | 0.0% | 0.0% | 116 | -2,222 | -13.66% | Q1 2026 | Apr 24, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 14,002 | 858 | 0.0% | — | 117 | +14,002 | New | Q1 2026 | May 08, 2026 |
| Dalton Investments, Inc. | History | New | 13,700 | 840 | 0.81% | — | 118 | +13,700 | New | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 13,349 | 818 | 0.0% | 0.0% | 119 | +716 | 5.67% | Q1 2026 | Jun 02, 2026 |
| Atria Investments, Inc | History | Reduced | 12,881 | 789 | 0.01% | 0.01% | 120 | -168 | -1.29% | Q1 2026 | May 05, 2026 |
| Engineers Gate Manager LP | History | Added to | 12,440 | 762 | 0.01% | 0.0% | 121 | +7,455 | 149.55% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 12,194 | 747 | 0.01% | 0.02% | 122 | -11,031 | -47.5% | Q1 2026 | Apr 23, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 12,138 | 744 | 0.0% | 0.0% | 123 | -1,268 | -9.46% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 12,046 | 738 | 0.0% | 0.0% | 124 | +1,443 | 13.61% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,801 | 723 | 0.0% | 0.0% | 125 | +3,840 | 48.24% | Q1 2026 | May 05, 2026 |
| Fullerton Fund Management Co Ltd. | History | New | 11,784 | 722 | 0.06% | — | 126 | +11,784 | New | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 10,954 | 671 | 0.01% | 0.01% | 127 | -781 | -6.66% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 10,374 | 666 | 0.04% | 0.03% | 128 | +936 | 9.92% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 10,730 | 657 | 0.0% | 0.0% | 129 | +1,637 | 18.0% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 10,659 | 653 | 0.04% | 0.02% | 131 | +2,809 | 35.78% | Q1 2026 | Apr 21, 2026 |
| Global Retirement Partners, LLC | History | No change | 12,193 | 653 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,417 | 638 | 0.02% | 0.01% | 132 | +3,757 | 56.41% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 10,283 | 630 | 0.0% | 0.0% | 133 | +4,646 | 82.42% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 10,214 | 626 | 0.0% | 0.0% | 134 | +1,025 | 11.15% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,151 | 622 | 0.03% | 0.02% | 135 | +2,934 | 40.65% | Q1 2026 | Apr 21, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 9,800 | 601 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 9,789 | 600 | 0.02% | 0.02% | 137 | -1,074 | -9.89% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | New | 9,358 | 573 | 0.0% | — | 138 | +9,358 | New | Q1 2026 | Apr 27, 2026 |
| Caprock Group, LLC | History | Added to | 8,998 | 556 | 0.01% | 0.01% | 139 | +2,560 | 39.76% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,800 | 539 | 0.0% | 0.0% | 140 | +284 | 3.33% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,737 | 535 | 0.0% | 0.0% | 141 | +2,413 | 38.16% | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 8,723 | 534 | 0.0% | 0.0% | 142 | +1,048 | 13.65% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,521 | 522 | 0.0% | 0.0% | 143 | +1,274 | 17.58% | Q1 2026 | May 13, 2026 |
| West Family Investments, Inc. | History | Reduced | 8,515 | 522 | 0.18% | 0.11% | 144 | -53 | -0.62% | Q1 2026 | May 07, 2026 |
| BANQUE PICTET & CIE SA | History | Reduced | 8,285 | 508 | 0.0% | 0.0% | 145 | -360 | -4.16% | Q1 2026 | Apr 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 7,964 | 488 | 0.0% | — | 146 | +7,964 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,824 | 486 | 0.0% | 0.0% | 148 | -6,864 | -46.73% | Q1 2026 | Apr 08, 2026 |
| GeoWealth Management, LLC | History | Reduced | 7,926 | 486 | 0.02% | 0.02% | 147 | -658 | -7.67% | Q1 2026 | May 13, 2026 |
| GROUPAMA ASSET MANAGMENT | History | Reduced | 7,764 | 476 | 0.01% | 0.01% | 149 | -10,079 | -56.49% | Q1 2026 | May 22, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 7,752 | 475 | 0.05% | 0.06% | 150 | -1,694 | -17.93% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 7,671 | 470 | 0.0% | 0.0% | 151 | -2,113 | -21.6% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 7,512 | 460 | 0.0% | — | 152 | +7,512 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 7,470 | 459 | 0.0% | 0.0% | 153 | +672 | 9.89% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 7,464 | 458 | 0.01% | — | 154 | +7,464 | New | Q1 2026 | Apr 27, 2026 |
| JMN Financial LLC | History | Added to | 7,324 | 453 | 0.45% | 0.34% | 155 | +867 | 13.43% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 7,332 | 449 | 0.0% | 0.0% | 156 | +1,790 | 32.3% | Q1 2026 | May 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 7,312 | 448 | 0.01% | 0.01% | 157 | +1,076 | 17.25% | Q1 2026 | May 04, 2026 |
| Trexquant Investment LP | History | Added to | 7,271 | 445 | 0.0% | 0.0% | 158 | +895 | 14.04% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 6,984 | 428 | 0.0% | 0.0% | 159 | +3,142 | 81.78% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 6,950 | 426 | 0.0% | 0.0% | 160 | -1,231 | -15.05% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 6,835 | 419 | 0.01% | 0.0% | 161 | +1,171 | 20.67% | Q1 2026 | May 01, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 6,830 | 418 | 0.01% | 0.01% | 162 | +61 | 0.9% | Q1 2026 | May 14, 2026 |
| Ariadne Wealth Management, LP | History | No change | 6,752 | 417 | 0.19% | 0.19% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,702 | 410 | 0.0% | 0.0% | 164 | -2,146 | -24.25% | Q1 2026 | May 04, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 6,362 | 390 | 0.09% | 0.07% | 165 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| First Affirmative Financial Network | History | New | 6,355 | 389 | 0.15% | — | 166 | +6,355 | New | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,263 | 384 | 0.0% | 0.0% | 167 | +5,084 | 431.21% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 6,240 | 382 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 6,160 | 377 | 0.02% | 0.01% | 169 | -989 | -13.83% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,196 | 376 | 0.0% | 0.0% | 170 | +5,983 | 2808.92% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 6,146 | 376 | 0.0% | 0.0% | 171 | +146 | 2.43% | Q1 2026 | May 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 5,799 | 355 | 0.01% | 0.0% | 172 | +128 | 2.26% | Q1 2026 | Apr 01, 2026 |
| BESSEMER GROUP INC | History | Added to | 5,744 | 352 | 0.0% | 0.0% | 173 | +183 | 3.29% | Q1 2026 | May 06, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 5,668 | 347 | 0.0% | 0.0% | 174 | +277 | 5.14% | Q1 2026 | May 26, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 5,578 | 342 | 0.01% | 0.01% | 175 | -23 | -0.41% | Q1 2026 | May 18, 2026 |
| Greenspring Advisors, LLC | History | Added to | 5,510 | 337 | 0.02% | 0.02% | 177 | +819 | 17.46% | Q1 2026 | May 04, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 5,500 | 337 | 0.01% | 0.0% | 176 | +617 | 12.64% | Q1 2026 | Apr 29, 2026 |
| M&T BANK CORP | History | Added to | 5,029 | 308 | 0.0% | 0.0% | 178 | +2 | 0.04% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,879 | 304 | 0.0% | 0.0% | 179 | +222 | 4.77% | Q1 2026 | Apr 07, 2026 |
| Canopy Partners, LLC | History | Added to | 4,949 | 303 | 0.1% | 0.09% | 180 | +43 | 0.88% | Q1 2026 | May 11, 2026 |
| Foster Group, Inc. | History | Added to | 4,902 | 300 | 0.01% | 0.01% | 181 | +346 | 7.59% | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Added to | 4,890 | 299 | 0.01% | 0.01% | 182 | +1,078 | 28.28% | Q1 2026 | Apr 06, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 4,876 | 298 | 0.02% | 0.02% | 183 | -189 | -3.73% | Q1 2026 | May 07, 2026 |
| Perigon Wealth Management, LLC | History | No change | 4,813 | 295 | 0.01% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 4,743 | 291 | 0.0% | 0.0% | 185 | -541 | -10.24% | Q1 2026 | Apr 07, 2026 |
| ARGA Investment Management, LP | History | Reduced | 4,711 | 288 | 0.01% | 0.01% | 186 | -396 | -7.75% | Q1 2026 | Apr 30, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 4,676 | 286 | 0.0% | — | 188 | +4,676 | New | Q1 2026 | May 08, 2026 |
| SYON CAPITAL LLC | History | Added to | 4,668 | 286 | 0.01% | 0.01% | 187 | +399 | 9.35% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | New | 4,663 | 285 | 0.0% | — | 190 | +4,663 | New | Q1 2026 | May 15, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 4,620 | 285 | 0.06% | 0.05% | 189 | -22 | -0.47% | Q1 2026 | Apr 13, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 4,603 | 282 | 0.04% | 0.03% | 191 | +74 | 1.63% | Q1 2026 | May 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,590 | 281 | 0.0% | 0.0% | 192 | -3,532 | -43.49% | Q1 2026 | May 08, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 4,466 | 279 | 0.0% | — | 193 | +4,466 | New | Q1 2026 | May 05, 2026 |
| BROWN ADVISORY INC | History | New | 4,524 | 277 | 0.0% | — | 194 | +4,524 | New | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | New | 4,487 | 275 | 0.0% | — | 195 | +4,487 | New | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Reduced | 4,482 | 274 | 0.0% | 0.0% | 196 | -408 | -8.34% | Q1 2026 | Apr 15, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 4,336 | 265 | 0.08% | 0.06% | 197 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 4,264 | 261 | 0.05% | 0.07% | 198 | -1,811 | -29.81% | Q1 2026 | May 12, 2026 |
| Kathmere Capital Management, LLC | History | New | 4,072 | 249 | 0.02% | — | 199 | +4,072 | New | Q1 2026 | Apr 28, 2026 |
| Aspen Grove Capital, LLC | History | Reduced | 4,016 | 248 | 0.05% | 0.05% | 200 | -876 | -17.91% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 4,015 | 246 | 0.0% | 0.0% | 201 | +523 | 14.98% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Reduced | 3,903 | 241 | 0.0% | 0.0% | 202 | -183 | -4.48% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 3,882 | 238 | 0.0% | 0.0% | 203 | -71 | -1.8% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 3,764 | 230 | 0.0% | 0.0% | 204 | +155 | 4.29% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 3,721 | 228 | 0.0% | — | 205 | +3,721 | New | Q1 2026 | Apr 24, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 3,633 | 222 | 0.02% | 0.03% | 206 | -1,191 | -24.69% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,581 | 219 | 0.0% | 0.0% | 207 | -977 | -21.43% | Q1 2026 | May 15, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 3,576 | 219 | 0.01% | 0.01% | 208 | -868 | -19.53% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | New | 3,416 | 209 | 0.03% | — | 209 | +3,416 | New | Q1 2026 | Apr 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 3,361 | 206 | 0.0% | — | 210 | +3,361 | New | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 3,265 | 200 | 0.0% | 0.0% | 211 | -10,031 | -75.44% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,860 | 175 | 0.0% | 0.01% | 212 | -3,359 | -54.01% | Q1 2026 | Apr 22, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,695 | 165 | 0.01% | 0.01% | 213 | -2,504 | -48.16% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 2,548 | 156 | 0.0% | 0.0% | 214 | +845 | 49.62% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 2,238 | 137 | 0.0% | — | 215 | +2,238 | New | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,125 | 132 | 0.02% | 0.02% | 216 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Reduced | 2,014 | 123 | 0.0% | 0.01% | 217 | -3,241 | -61.67% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,925 | 114 | 0.0% | 0.01% | 218 | -571 | -22.88% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | New | 1,670 | 104 | 0.0% | — | 219 | +1,670 | New | Q1 2026 | May 12, 2026 |
| WealthCollab, LLC | History | Added to | 1,635 | 100 | 0.04% | 0.03% | 220 | +263 | 19.17% | Q1 2026 | May 13, 2026 |
| Inspire Investing, LLC | History | Reduced | 1,612 | 98 | 0.01% | 0.01% | 221 | -42 | -2.54% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 1,289 | 79 | 0.0% | — | 222 | +1,289 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,021 | 62 | 0.0% | 0.0% | 223 | +49 | 5.04% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 871 | 53 | 0.0% | 0.0% | 224 | +109 | 14.3% | Q1 2026 | Apr 27, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 845 | 52 | 0.0% | 0.0% | 225 | -202 | -19.29% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 831 | 50 | 0.0% | 0.0% | 226 | +221 | 36.23% | Q1 2026 | Apr 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 781 | 47 | 0.01% | 0.01% | 227 | +123 | 18.69% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 10,743 | 45 | 0.0% | 0.0% | 228 | +663 | 6.58% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 747 | 45 | 0.01% | 0.0% | 229 | +178 | 31.28% | Q1 2026 | Apr 17, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 721 | 44 | 0.0% | 0.0% | 230 | +99 | 15.92% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 563 | 34 | 0.0% | 0.0% | 231 | -50 | -8.16% | Q1 2026 | Apr 20, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 483 | 29 | 0.0% | 0.0% | 233 | +441 | 1050.0% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 481 | 29 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | No change | 440 | 26 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 408 | 25 | 0.0% | 0.01% | 235 | -37,593 | -98.93% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 377 | 23 | 0.01% | — | 237 | +377 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 785 | 23 | 0.0% | 0.0% | 236 | +74 | 10.41% | Q1 2026 | May 15, 2026 |
| V-Square Quantitative Management LLC | History | New | 348 | 21 | 0.0% | — | 239 | +348 | New | Q1 2026 | Apr 27, 2026 |
| SageView Advisory Group, LLC | History | No change | 406 | 21 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Larson Financial Group LLC | History | Added to | 333 | 20 | 0.0% | 0.0% | 241 | +175 | 110.76% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | No change | 335 | 20 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| First Command Advisory Services, Inc. | History | New | 266 | 16 | 0.0% | — | 243 | +266 | New | Q1 2026 | May 07, 2026 |
| Park Place Capital Corp | History | Reduced | 264 | 16 | 0.0% | 0.0% | 242 | -170 | -39.17% | Q1 2026 | Apr 09, 2026 |
| Bare Financial Services, Inc | History | No change | 230 | 14 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard National Trust Co | History | New | 220 | 13 | 0.0% | — | 248 | +220 | New | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | New | 219 | 13 | 0.0% | — | 249 | +219 | New | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 219 | 13 | 0.0% | 0.0% | 245 | +77 | 54.23% | Q1 2026 | May 15, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 218 | 13 | 0.0% | 0.0% | 247 | +40 | 22.47% | Q1 2026 | Apr 06, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 212 | 13 | 0.0% | 0.0% | 246 | +38 | 21.84% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 202 | 12 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 180 | 11 | 0.0% | — | 251 | +169 | 1536.36% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 157 | 9 | 0.0% | 0.0% | 254 | -286 | -64.56% | Q1 2026 | Apr 22, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 152 | 9 | 0.0% | — | 256 | +152 | New | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 149 | 9 | 0.01% | 0.01% | 255 | +22 | 17.32% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 186 | 9 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Key FInancial Inc | History | No change | 149 | 9 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 142 | 8 | 0.0% | 0.0% | 257 | +46 | 47.92% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | New | 125 | 7 | 0.0% | — | 261 | +125 | New | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 119 | 7 | 0.0% | — | 262 | +119 | New | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | Added to | 128 | 7 | 0.0% | 0.0% | 259 | +36 | 39.13% | Q1 2026 | Apr 23, 2026 |
| PROFFITT & GOODSON INC | History | No change | 129 | 7 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| True Wealth Design, LLC | History | Added to | 109 | 6 | 0.0% | 0.0% | 264 | +35 | 47.3% | Q1 2026 | Apr 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 111 | 6 | 0.0% | 0.0% | 263 | +12 | 12.12% | Q1 2026 | Apr 24, 2026 |
| Operose Advisors LLC | History | New | 68 | 4 | 0.0% | — | 267 | +68 | New | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 78 | 4 | 0.0% | 0.0% | 265 | +7 | 9.86% | Q1 2026 | May 15, 2026 |
| Kozak & Associates, Inc. | History | No change | 69 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | New | 59 | 3 | 0.0% | — | 272 | +59 | New | Q1 2026 | Apr 06, 2026 |
| MATHER GROUP, LLC. | History | New | 55 | 3 | 0.0% | — | 271 | +55 | New | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | Added to | 58 | 3 | 0.0% | 0.0% | 269 | +22 | 61.11% | Q1 2026 | May 11, 2026 |
| WPG Advisers, LLC | History | Reduced | 53 | 3 | 0.0% | 0.0% | 270 | -13 | -19.7% | Q1 2026 | Apr 29, 2026 |
| IMA Advisory Services, Inc. | History | Added to | 49 | 3 | 0.0% | 0.0% | 268 | +10 | 25.64% | Q1 2026 | May 06, 2026 |
| JPL Wealth Management, LLC | History | New | 46 | 2 | 0.0% | — | 275 | +46 | New | Q1 2026 | May 08, 2026 |
| Dogwood Wealth Management LLC | History | New | 36 | 2 | 0.0% | — | 276 | +36 | New | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 36 | 2 | 0.0% | — | 273 | +23 | 176.92% | Q1 2026 | Apr 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Root Financial Partners, LLC | History | Added to | 26 | 1 | 0.0% | — | 282 | +16 | 160.0% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 18 | 1 | 0.0% | 0.0% | 277 | -3 | -14.29% | Q1 2026 | Apr 14, 2026 |
| Ancora Advisors LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 22 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JNBA Financial Advisors | History | No change | 21 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Sunbelt Securities, Inc. | History | No change | 19 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arbiter Partners Capital Management LLC | History | Closed out | 0 | 0 | — | 3.61% | — | -138,169 | -100.0% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -109,417 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -70,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,542 | -100.0% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -11,779 | -100.0% | Q1 2026 | May 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,974 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,743 | -100.0% | Q1 2026 | May 05, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,202 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -7,012 | -100.0% | Q1 2026 | May 15, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.72% | — | -6,073 | -100.0% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.01% | — | -5,708 | -100.0% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,592 | -100.0% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,426 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,100 | -100.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -705 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Hood River Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -74 | -100.0% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -22 | -100.0% | Q1 2026 | May 13, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 14, 2026 |
| Abound Wealth Management | History | Reduced | 16 | 0 | — | 0.0% | — | -12 | -42.86% | Q1 2026 | Apr 10, 2026 |
| Silicon Valley Capital Partners | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 19, 2026 |
| Investors Portfolio Services LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 17, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Trust Co | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| High Note Wealth, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |