Sila Realty Trust, Inc. - SILA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,957,414 | 141,071 | 0.0% | 0.0% | 1 | +245,233 | 4.29% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,614,395 | 130,871 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,775,733 | 65,729 | 0.0% | — | 3 | +2,775,733 | New | Q1 2026 | May 08, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 2,696,692 | 63,857 | 0.66% | 0.57% | 4 | +412,327 | 18.05% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,405,322 | 56,958 | 0.0% | — | 5 | +2,405,322 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 2,258,678 | 53,485 | 0.0% | 0.0% | 6 | -34,227 | -1.49% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,608,944 | 38,105 | 0.0% | 0.0% | 7 | +79,056 | 5.17% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 1,387,324 | 32,851 | 0.11% | 0.06% | 8 | +407,144 | 41.54% | Q1 2026 | May 08, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 1,347,510 | 31,909 | 1.84% | 1.71% | 9 | +92,115 | 7.34% | Q1 2026 | May 15, 2026 |
| Diameter Capital Partners LP | History | Reduced | 1,050,429 | 24,874 | 2.33% | 3.73% | 10 | -699,571 | -39.98% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,027,159 | 24,323 | 0.0% | 0.0% | 11 | +24,015 | 2.39% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 868,267 | 20,560 | 0.01% | 0.01% | 12 | +35,584 | 4.27% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 690,860 | 16,359 | 0.03% | 0.03% | 13 | -80,711 | -10.46% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 621,417 | 14,714 | 0.0% | 0.0% | 14 | +72,025 | 13.11% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 587,732 | 13,917 | 0.0% | 0.0% | 15 | +22,323 | 3.95% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 448,012 | 10,461 | 0.0% | 0.0% | 16 | +277,493 | 162.73% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 430,481 | 10,193 | 0.0% | 0.0% | 17 | +53,327 | 14.14% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 406,884 | 9,635 | 0.0% | 0.0% | 18 | -10,738 | -2.57% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 384,009 | 9,093 | 0.02% | 0.01% | 19 | +45,250 | 13.36% | Q1 2026 | May 01, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 364,111 | 8,622 | 0.0% | — | 20 | +364,111 | New | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Added to | 363,470 | 8,606 | 0.02% | 0.01% | 21 | +205,807 | 130.54% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 340,982 | 8,074 | 0.01% | 0.0% | 22 | +315,172 | 1221.12% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 311,433 | 7,374 | 0.0% | 0.0% | 23 | +40,370 | 14.89% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 292,241 | 6,920 | 0.0% | 0.0% | 24 | -1,437 | -0.49% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 267,333 | 6,330 | 0.01% | 0.01% | 25 | -2,488 | -0.92% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 266,399 | 6,308 | 0.02% | 0.02% | 26 | +6,214 | 2.39% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 258,609 | 6,123 | 0.0% | 0.0% | 27 | +5,547 | 2.19% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 232,896 | 5,514 | 0.0% | 0.0% | 28 | -29,193 | -11.14% | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 223,047 | 5,281 | 0.0% | 0.0% | 29 | -59,973 | -21.19% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 204,704 | 4,847 | 0.01% | 0.01% | 30 | -2,701 | -1.3% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 200,541 | 4,748 | 0.0% | 0.0% | 31 | -30,162 | -13.07% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 184,054 | 4,358 | 0.0% | 0.0% | 32 | +27,711 | 17.72% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 171,623 | 4,064 | 0.0% | 0.01% | 33 | -578,321 | -77.12% | Q1 2026 | May 15, 2026 |
| Madrona Financial Services, LLC | History | Reduced | 170,762 | 4,043 | 0.88% | 0.87% | 34 | -3,267 | -1.88% | Q1 2026 | Apr 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 157,494 | 3,729 | 0.0% | 0.0% | 35 | -38 | -0.02% | Q1 2026 | May 15, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 120,319 | 3,348 | 0.06% | 0.1% | 36 | +34,900 | 40.86% | Q1 2026 | May 01, 2026 |
| SummitTX Capital, L.P. | History | Added to | 140,467 | 3,326 | 0.1% | 0.07% | 37 | +37,867 | 36.91% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 134,973 | 3,196 | 0.26% | 0.23% | 38 | +6,676 | 5.2% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 133,073 | 3,151 | 0.0% | 0.0% | 39 | -392,477 | -74.68% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Added to | 131,352 | 3,110 | 0.02% | 0.02% | 40 | +2,476 | 1.92% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 119,424 | 2,827 | 0.0% | 0.0% | 41 | -20,262 | -14.51% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 108,781 | 2,575 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 108,654 | 2,572 | 0.0% | 0.0% | 43 | +538 | 0.5% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 104,314 | 2,470 | 0.0% | 0.0% | 44 | +52,930 | 103.01% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 103,538 | 2,451 | 0.01% | 0.01% | 45 | -18,503 | -15.16% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 100,797 | 2,386 | 0.0% | 0.0% | 46 | +8,393 | 9.08% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 99,519 | 2,356 | 0.0% | 0.0% | 47 | +16,935 | 20.51% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 97,531 | 2,309 | 0.0% | 0.0% | 48 | -65,387 | -40.13% | Q1 2026 | May 04, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 93,200 | 2,206 | 0.0% | 0.0% | 49 | +72,300 | 345.93% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 83,780 | 1,983 | 0.01% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 79,019 | 1,871 | 0.04% | — | 51 | +79,019 | New | Q1 2026 | Apr 27, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 76,240 | 1,805 | 0.0% | 0.0% | 52 | +858 | 1.14% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 68,467 | 1,621 | 0.0% | 0.0% | 53 | +23,972 | 53.88% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 68,050 | 1,611 | 0.0% | 0.0% | 54 | -4,434 | -6.12% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 67,199 | 1,591 | 0.0% | 0.0% | 55 | +3,105 | 4.84% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 66,924 | 1,584 | 0.0% | 0.0% | 56 | +28,222 | 72.92% | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | New | 65,858 | 1,559 | 0.28% | — | 57 | +65,858 | New | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 64,241 | 1,521 | 0.0% | 0.01% | 58 | -12,074 | -15.82% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 64,543 | 1,504 | 0.0% | 0.0% | 59 | -2,324 | -3.48% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Reduced | 60,879 | 1,441 | 0.07% | 0.07% | 60 | -3,138 | -4.9% | Q1 2026 | Apr 27, 2026 |
| Pensionfund PDN | History | Added to | 60,000 | 1,421 | 0.82% | 0.63% | 61 | +19,000 | 46.34% | Q1 2026 | Apr 01, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 59,961 | 1,419 | 0.0% | 0.0% | 62 | -933 | -1.53% | Q1 2026 | Apr 30, 2026 |
| Sophron Capital Management L.P. | History | Added to | 59,811 | 1,416 | 0.42% | 0.34% | 63 | +14,979 | 33.41% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 59,371 | 1,405 | 0.0% | — | 64 | +59,371 | New | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 55,121 | 1,305 | 0.0% | 0.01% | 65 | -5,742 | -9.43% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 53,462 | 1,265 | 0.0% | 0.0% | 66 | -19,432 | -26.66% | Q1 2026 | Apr 27, 2026 |
| PFG Advisors | History | No change | 52,485 | 1,242 | 0.06% | 0.06% | 67 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 50,389 | 1,193 | 0.0% | 0.0% | 68 | -415 | -0.82% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 38,323 | 1,166 | 0.18% | 0.04% | 69 | -17,366 | -31.18% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 48,546 | 1,149 | 0.0% | — | 70 | +48,546 | New | Q1 2026 | May 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 46,541 | 1,102 | 0.01% | 0.01% | 71 | -171 | -0.37% | Q1 2026 | May 08, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 44,802 | 1,060 | 0.25% | 0.31% | 72 | +1,892 | 4.41% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 44,374 | 1,050 | 0.03% | 0.04% | 73 | -11,005 | -19.87% | Q1 2026 | May 15, 2026 |
| Huntleigh Advisors, Inc. | History | No change | 44,245 | 1,047 | 0.18% | 0.17% | 74 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 44,200 | 1,046 | 0.0% | 0.0% | 75 | +32,400 | 274.58% | Q1 2026 | Apr 29, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 43,908 | 1,039 | 0.0% | 0.0% | 76 | +2,024 | 4.83% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 41,517 | 983 | 0.02% | 0.02% | 77 | -592 | -1.41% | Q1 2026 | May 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 41,446 | 982 | 0.0% | 0.0% | 78 | +8,253 | 24.86% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 41,279 | 977 | 0.0% | — | 79 | +41,279 | New | Q1 2026 | May 08, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 39,733 | 940 | 0.01% | — | 80 | +39,733 | New | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Reduced | 39,341 | 917 | 0.0% | 0.0% | 81 | -1,023 | -2.53% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 38,565 | 913 | 0.0% | 0.0% | 82 | +8,745 | 29.33% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 38,368 | 908 | 0.06% | 0.06% | 83 | -3,581 | -8.54% | Q1 2026 | Apr 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 38,300 | 892 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 35,945 | 851 | 0.0% | 0.0% | 85 | +7,153 | 24.84% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 34,089 | 807 | 0.03% | 0.26% | 86 | -288,637 | -89.44% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Reduced | 33,280 | 788 | 0.0% | 0.0% | 87 | -2,126 | -6.0% | Q1 2026 | May 05, 2026 |
| Amundi | History | Added to | 32,926 | 779 | 0.0% | 0.0% | 88 | +554 | 1.71% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 32,815 | 777 | 0.0% | 0.0% | 89 | -253 | -0.77% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 32,656 | 772 | 0.01% | 0.01% | 90 | +375 | 1.16% | Q1 2026 | Apr 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 31,587 | 747 | 0.0% | 0.0% | 91 | -448 | -1.4% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 31,323 | 741 | 0.03% | 0.0% | 92 | +26,047 | 493.69% | Q1 2026 | Apr 22, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 30,890 | 731 | 0.03% | 0.04% | 93 | -7,312 | -19.14% | Q1 2026 | May 18, 2026 |
| Fulcrum Equity Management | History | Added to | 30,802 | 729 | 0.7% | 0.68% | 94 | +125 | 0.41% | Q1 2026 | Apr 02, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 29,916 | 708 | 0.0% | 0.0% | 95 | +67 | 0.22% | Q1 2026 | May 15, 2026 |
| Everest Financial Group LLC | History | New | 29,543 | 699 | 0.12% | — | 96 | +29,543 | New | Q1 2026 | May 15, 2026 |
| Huber Capital Management LLC | History | Reduced | 29,283 | 693 | 0.11% | 0.1% | 97 | -385 | -1.3% | Q1 2026 | May 12, 2026 |
| Pensionfund Sabic | History | Added to | 29,000 | 687 | 0.83% | 0.13% | 98 | +9,000 | 45.0% | Q1 2026 | Apr 01, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 27,000 | 639 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AE Wealth Management LLC | History | Reduced | 26,842 | 635 | 0.0% | 0.0% | 100 | -1,371 | -4.86% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 26,810 | 634 | 0.01% | 0.01% | 101 | +3,658 | 15.8% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 26,409 | 625 | 0.03% | 0.03% | 102 | +2,107 | 8.67% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 25,823 | 611 | 0.0% | 0.0% | 103 | +1,298 | 5.29% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 25,329 | 599 | 0.0% | 0.0% | 104 | +166 | 0.66% | Q1 2026 | Apr 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 25,039 | 592 | 0.0% | 0.0% | 105 | +6,973 | 38.6% | Q1 2026 | May 01, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 24,452 | 571 | 0.0% | 0.0% | 106 | +1,488 | 6.48% | Q1 2026 | Apr 29, 2026 |
| Castleview Partners, LLC | History | Reduced | 23,946 | 567 | 0.29% | 0.3% | 107 | -1,895 | -7.33% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 23,887 | 565 | 0.0% | 0.0% | 108 | -41,312 | -63.36% | Q1 2026 | May 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,800 | 563 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 23,568 | 558 | 0.01% | 0.01% | 110 | +3,326 | 16.43% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 23,194 | 549 | 0.01% | 0.01% | 111 | +2,942 | 14.53% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 23,077 | 546 | 0.0% | — | 112 | +23,077 | New | Q1 2026 | May 15, 2026 |
| BOS Asset Management, LLC | History | No change | 22,510 | 533 | 0.14% | 0.14% | 113 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 22,257 | 527 | 0.0% | — | 114 | +22,257 | New | Q1 2026 | May 08, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 21,589 | 511 | 0.0% | 0.0% | 115 | +1,093 | 5.33% | Q1 2026 | May 13, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 20,496 | 485 | 0.03% | 0.02% | 116 | -51 | -0.25% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 20,266 | 479 | 0.0% | 0.0% | 117 | +776 | 3.98% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 19,647 | 465 | 0.0% | 0.0% | 118 | -3,361 | -14.61% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | Reduced | 19,578 | 463 | 0.03% | 0.04% | 119 | -122 | -0.62% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Reduced | 19,386 | 459 | 0.0% | 0.0% | 120 | -561 | -2.81% | Q1 2026 | Apr 29, 2026 |
| Krilogy Financial LLC | History | Reduced | 17,765 | 449 | 0.01% | 0.01% | 121 | -53 | -0.3% | Q1 2026 | Apr 17, 2026 |
| World Investment Advisors | History | Reduced | 18,162 | 430 | 0.01% | 0.01% | 122 | -2,506 | -12.13% | Q1 2026 | Apr 27, 2026 |
| SILVERLAKE WEALTH MANAGEMENT LLC | History | Reduced | 17,796 | 421 | 0.09% | 0.09% | 123 | -34 | -0.19% | Q1 2026 | Apr 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,600 | 416 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ausdal Financial Partners, Inc. | History | Reduced | 17,431 | 412 | 0.02% | 0.02% | 125 | -687 | -3.79% | Q1 2026 | May 12, 2026 |
| Arete Wealth Advisors, LLC | History | Reduced | 17,164 | 406 | 0.03% | 0.04% | 126 | -10,329 | -37.57% | Q1 2026 | May 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 16,859 | 399 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Brookwood Investment Group LLC | History | Added to | 16,473 | 390 | 0.05% | 0.05% | 128 | +305 | 1.89% | Q1 2026 | May 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 15,730 | 372 | 0.0% | 0.0% | 129 | +858 | 5.77% | Q1 2026 | May 15, 2026 |
| Financial Gravity Asset Management, Inc. | History | Added to | 15,692 | 371 | 0.07% | 0.02% | 130 | +11,641 | 287.36% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 15,542 | 368 | 0.0% | 0.0% | 131 | -14,146 | -47.65% | Q1 2026 | May 12, 2026 |
| Synergy Asset Management, LLC | History | Added to | 15,457 | 366 | 0.04% | 0.03% | 132 | +2,509 | 19.38% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 15,427 | 365 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | Added to | 15,196 | 359 | 0.0% | 0.0% | 134 | +5,984 | 64.96% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 15,141 | 358 | 0.0% | 0.0% | 135 | -310 | -2.01% | Q1 2026 | May 01, 2026 |
| Sigma Planning Corp | History | Reduced | 15,101 | 357 | 0.01% | 0.01% | 136 | -1,097 | -6.77% | Q1 2026 | May 04, 2026 |
| Creative Planning | History | Reduced | 14,889 | 352 | 0.0% | 0.0% | 137 | -385 | -2.52% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,760 | 350 | 0.0% | 0.0% | 138 | +1,562 | 11.84% | Q1 2026 | Apr 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 14,491 | 343 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 14,482 | 342 | 0.01% | — | 142 | +14,482 | New | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Added to | 14,444 | 342 | 0.01% | 0.01% | 141 | +1,403 | 10.76% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 14,480 | 342 | 0.0% | 0.0% | 140 | +84 | 0.58% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 14,384 | 341 | 0.0% | 0.0% | 143 | -10,020 | -41.06% | Q1 2026 | Apr 08, 2026 |
| BARCLAYS PLC | History | Reduced | 14,312 | 338 | 0.0% | 0.0% | 144 | -74,733 | -83.93% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,056 | 332 | 0.0% | 0.0% | 145 | +4,521 | 47.41% | Q1 2026 | May 13, 2026 |
| Vann Equity Management LLC | History | New | 13,972 | 330 | 0.24% | — | 146 | +13,972 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,890 | 328 | 0.0% | 0.0% | 147 | -1,984 | -12.5% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 13,486 | 319 | 0.0% | 0.0% | 148 | -2,429 | -15.26% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 13,336 | 315 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | New | 13,121 | 310 | 0.01% | — | 150 | +13,121 | New | Q1 2026 | May 18, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 12,442 | 309 | 0.04% | 0.04% | 151 | -125 | -0.99% | Q1 2026 | Apr 22, 2026 |
| Vident Advisory, LLC | History | New | 13,012 | 308 | 0.0% | — | 152 | +13,012 | New | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 12,905 | 305 | 0.0% | 0.0% | 153 | -8,421 | -39.49% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 12,163 | 288 | 0.0% | 0.0% | 154 | -40,530 | -76.92% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 12,049 | 285 | 0.0% | 0.0% | 155 | -3,466 | -22.34% | Q1 2026 | Apr 16, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 11,523 | 272 | 0.0% | 0.0% | 156 | +793 | 7.39% | Q1 2026 | May 08, 2026 |
| Stewardship Advisors, LLC | History | No change | 11,489 | 272 | 0.06% | 0.06% | 157 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,425 | 271 | 0.0% | 0.0% | 158 | -61,021 | -84.23% | Q1 2026 | May 15, 2026 |
| FIRST AMERICAN TRUST, FSB | History | No change | 32,862 | 270 | 0.02% | 0.02% | 159 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 11,400 | 269 | 0.05% | — | 160 | +11,400 | New | Q1 2026 | May 11, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 11,193 | 265 | 0.01% | 0.01% | 161 | -5,499 | -32.94% | Q1 2026 | May 15, 2026 |
| UniSuper Management Pty Ltd | History | No change | 11,100 | 262 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vestcor Inc | History | New | 10,852 | 257 | 0.01% | — | 164 | +10,852 | New | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | Reduced | 10,874 | 257 | 0.05% | 0.06% | 163 | -1,447 | -11.74% | Q1 2026 | May 13, 2026 |
| Safeguard Investment Advisory Group, LLC | History | Added to | 10,786 | 255 | 0.07% | 0.06% | 165 | +103 | 0.96% | Q1 2026 | May 14, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 10,655 | 252 | 0.02% | 0.02% | 166 | +7 | 0.07% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | New | 10,307 | 244 | 0.0% | — | 167 | +10,307 | New | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Added to | 10,226 | 242 | 0.05% | 0.05% | 168 | +167 | 1.66% | Q1 2026 | Apr 28, 2026 |
| Brookstone Capital Management | History | Reduced | 10,219 | 241 | 0.0% | 0.0% | 169 | -1,546 | -13.14% | Q1 2026 | Apr 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,167 | 240 | 0.0% | 0.0% | 170 | -180 | -1.74% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | No change | 10,100 | 239 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advisory Alpha, LLC | History | Reduced | 10,010 | 237 | 0.01% | 0.01% | 172 | -314 | -3.04% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | New | 9,933 | 235 | 0.0% | — | 174 | +9,933 | New | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 9,930 | 235 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Focus Financial Network, Inc. | History | Reduced | 9,363 | 221 | 0.01% | 0.01% | 175 | -1,904 | -16.9% | Q1 2026 | Apr 14, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 9,236 | 218 | 0.0% | 0.0% | 176 | +349 | 3.93% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | New | 9,100 | 215 | 0.0% | — | 177 | +9,100 | New | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Reduced | 9,078 | 214 | 0.0% | 0.0% | 178 | -1,750 | -16.16% | Q1 2026 | May 01, 2026 |
| ALPS ADVISORS INC | History | Reduced | 9,029 | 213 | 0.0% | 0.0% | 179 | -520 | -5.45% | Q1 2026 | May 08, 2026 |
| IFM Investors Pty Ltd | History | New | 8,974 | 212 | 0.0% | — | 180 | +8,974 | New | Q1 2026 | Apr 23, 2026 |
| Second Line Capital, LLC | History | New | 6,999 | 212 | 0.04% | — | 181 | +6,999 | New | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 8,810 | 208 | 0.0% | — | 182 | +8,810 | New | Q1 2026 | May 13, 2026 |
| Advisor OS, LLC | History | New | 8,738 | 206 | 0.01% | — | 183 | +8,738 | New | Q1 2026 | May 07, 2026 |
| Beacon Capital Management, LLC | History | Reduced | 8,679 | 205 | 0.04% | 0.05% | 184 | -4,938 | -36.26% | Q1 2026 | May 11, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 8,450 | 200 | 0.0% | 0.0% | 185 | -202,037 | -95.99% | Q1 2026 | May 11, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 8,288 | 196 | 0.01% | 0.02% | 186 | -1,788 | -17.75% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 8,170 | 193 | 0.1% | 0.11% | 187 | -952 | -10.44% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | No change | 7,425 | 175 | 0.15% | 0.15% | 188 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abound Wealth Management | History | Added to | 6,998 | 165 | 0.04% | 0.04% | 189 | +110 | 1.6% | Q1 2026 | Apr 10, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,614 | 156 | 0.0% | 0.0% | 190 | +2,189 | 49.47% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Added to | 5,818 | 137 | 0.01% | 0.01% | 191 | +41 | 0.71% | Q1 2026 | May 01, 2026 |
| LGT Financial Advisors LLC | History | No change | 5,336 | 126 | 0.65% | 0.76% | 192 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,651 | 110 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,403 | 104 | 0.0% | 0.0% | 194 | -12 | -0.27% | Q1 2026 | May 07, 2026 |
| Western Wealth Management, LLC | History | New | 3,953 | 93 | 0.0% | — | 195 | +3,953 | New | Q1 2026 | May 19, 2026 |
| Itau Unibanco Holding S.A. | History | New | 3,870 | 91 | 0.0% | — | 196 | +3,870 | New | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 3,509 | 83 | 0.01% | 0.01% | 197 | -1,448 | -29.21% | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,460 | 80 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,049 | 72 | 0.0% | 0.0% | 199 | +756 | 32.97% | Q1 2026 | May 15, 2026 |
| Ascentis Wealth Management, LLC | History | Added to | 3,018 | 71 | 0.01% | 0.02% | 200 | +4 | 0.13% | Q1 2026 | Apr 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,832 | 67 | 0.0% | 0.0% | 201 | -2,518 | -47.07% | Q1 2026 | Apr 30, 2026 |
| SILVER OAK SECURITIES, INCORPORATED | History | Added to | 2,773 | 65 | 0.0% | 0.0% | 202 | +656 | 30.99% | Q1 2026 | Apr 20, 2026 |
| Global Assets Advisory, LLC | History | New | 2,640 | 62 | 0.02% | — | 203 | +2,640 | New | Q1 2026 | May 01, 2026 |
| WPG Advisers, LLC | History | Reduced | 2,580 | 61 | 0.04% | 0.1% | 205 | -3,336 | -56.39% | Q1 2026 | Apr 29, 2026 |
| TSFG, LLC | History | No change | 2,561 | 61 | 0.01% | 0.01% | 204 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 2,423 | 57 | 0.0% | 0.0% | 206 | +1,644 | 211.04% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 2,157 | 51 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bare Financial Services, Inc | History | Added to | 2,084 | 49 | 0.01% | 0.01% | 208 | +27 | 1.31% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,000 | 46 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,844 | 43 | 0.0% | 0.0% | 210 | -1,365 | -42.54% | Q1 2026 | Apr 22, 2026 |
| IFP Advisors, Inc | History | No change | 1,819 | 43 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KBC Group NV | History | No change | 1,759 | 42 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Asset Dedication, LLC | History | No change | 1,750 | 41 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| NBC SECURITIES, INC. | History | No change | 1,728 | 40 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1,653 | 39 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,651 | 38 | 0.0% | 0.0% | 216 | -2,441 | -59.65% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,452 | 34 | 0.0% | — | 218 | +1,452 | New | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | No change | 1,437 | 34 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Basepoint Wealth LLC | History | Added to | 1,290 | 30 | 0.02% | 0.02% | 219 | +21 | 1.65% | Q1 2026 | May 07, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1,250 | 29 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 1,225 | 29 | 0.02% | 0.02% | 221 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,133 | 26 | 0.0% | 0.0% | 222 | -480 | -29.76% | Q1 2026 | May 04, 2026 |
| Golden State Wealth Management, LLC | History | Added to | 1,088 | 25 | 0.0% | 0.0% | 223 | +17 | 1.59% | Q1 2026 | Apr 28, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 1,006 | 23 | 0.01% | — | 224 | +1,006 | New | Q1 2026 | Apr 13, 2026 |
| PROSPERITY BANCSHARES INC | History | No change | 960 | 22 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AEW CAPITAL MANAGEMENT L P | History | Reduced | 923 | 21 | 0.0% | 0.0% | 226 | -877 | -48.72% | Q1 2026 | Apr 28, 2026 |
| MCF Advisors LLC | History | Added to | 863 | 20 | 0.0% | 0.0% | 228 | +444 | 105.97% | Q1 2026 | May 11, 2026 |
| CITY HOLDING CO | History | No change | 869 | 20 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 837 | 19 | 0.0% | — | 234 | +837 | New | Q1 2026 | May 11, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 834 | 19 | 0.0% | 0.0% | 233 | -82 | -8.95% | Q1 2026 | Apr 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 835 | 19 | 0.0% | 0.0% | 229 | +13 | 1.58% | Q1 2026 | May 15, 2026 |
| POM Investment Strategies, LLC | History | No change | 836 | 19 | 0.02% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 643 | 19 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 828 | 19 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 782 | 18 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 727 | 17 | 0.0% | 0.0% | 237 | -1,051 | -59.11% | Q1 2026 | Apr 27, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 740 | 17 | 0.0% | 0.0% | 236 | +141 | 23.54% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 735 | 17 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Archer Investment Corp | History | No change | 704 | 16 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFG Advisory, LLC | History | New | 674 | 15 | 0.04% | — | 241 | +674 | New | Q1 2026 | May 12, 2026 |
| ST GERMAIN D J CO INC | History | No change | 639 | 15 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PlanVest Financial, Inc | History | New | 611 | 14 | 0.01% | — | 243 | +611 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 619 | 14 | 0.0% | 0.0% | 242 | +34 | 5.81% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 562 | 13 | 0.0% | 0.0% | 244 | -7,809 | -93.29% | Q1 2026 | Apr 20, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 569 | 13 | 0.0% | — | 246 | +569 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 569 | 13 | 0.0% | 0.0% | 245 | +9 | 1.61% | Q1 2026 | May 13, 2026 |
| JPL Wealth Management, LLC | History | New | 529 | 12 | 0.0% | — | 247 | +529 | New | Q1 2026 | May 08, 2026 |
| NFSG Corp | History | Reduced | 483 | 11 | 0.0% | 0.0% | 248 | -647 | -57.26% | Q1 2026 | May 05, 2026 |
| Rossby Financial, LCC | History | Added to | 493 | 11 | 0.0% | 0.0% | 249 | +13 | 2.71% | Q1 2026 | May 11, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 463 | 10 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Covestor Ltd | History | Added to | 358 | 9 | 0.01% | — | 253 | +348 | 3480.0% | Q1 2026 | May 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 413 | 9 | 0.0% | 0.0% | 251 | -226 | -35.37% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 413 | 9 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 394 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | New | 351 | 8 | 0.0% | — | 255 | +351 | New | Q1 2026 | Apr 06, 2026 |
| Cornerstone Planning Group LLC | History | No change | 250 | 7 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 331 | 7 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Investors Portfolio Services LLC | History | Added to | 278 | 6 | 0.01% | 0.01% | 259 | +4 | 1.46% | Q1 2026 | May 14, 2026 |
| SWAN Capital LLC | History | No change | 280 | 6 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 221 | 5 | 0.0% | 0.0% | 260 | +4 | 1.84% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 250 | 5 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 184 | 4 | 0.0% | 0.0% | 262 | +3 | 1.66% | Q1 2026 | Apr 17, 2026 |
| Financial Management Professionals, Inc. | History | No change | 197 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pasadena Private Wealth, LLC | History | New | 1,000 | 3 | 0.0% | — | 266 | +1,000 | New | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 166 | 3 | 0.0% | — | 264 | +150 | 937.5% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 161 | 3 | 0.0% | 0.0% | 265 | +76 | 89.41% | Q1 2026 | Apr 06, 2026 |
| US BANCORP \DE\ | History | Added to | 120 | 2 | 0.0% | — | 267 | +112 | 1400.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 86 | 2 | 0.0% | — | 269 | +56 | 186.67% | Q1 2026 | May 06, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | No change | 99 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IAG Wealth Partners, LLC | History | No change | 117 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Decker Retirement Planning Inc. | History | No change | 113 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Root Financial Partners, LLC | History | New | 67 | 1 | 0.0% | — | 273 | +67 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 54 | 1 | 0.0% | — | 272 | +38 | 237.5% | Q1 2026 | May 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -61,353 | -100.0% | Q1 2026 | May 04, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -43,442 | -100.0% | Q1 2026 | May 22, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -41,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -35,117 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,700 | -100.0% | Q1 2026 | May 15, 2026 |
| HF Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -23,597 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 22 | 0 | — | 0.11% | — | -20,671 | -99.89% | Q1 2026 | Apr 15, 2026 |
| A4 Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -18,746 | -100.0% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,884 | -100.0% | Q1 2026 | May 15, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,347 | -100.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,471 | -100.0% | Q1 2026 | May 04, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,980 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -13,500 | -100.0% | Q1 2026 | May 13, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,467 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,665 | -100.0% | Q1 2026 | May 15, 2026 |
| Octavia Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,631 | -100.0% | Q1 2026 | Apr 10, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,503 | -100.0% | Q1 2026 | May 11, 2026 |
| PANORAMIC INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,250 | -100.0% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,174 | -100.0% | Q1 2026 | Apr 24, 2026 |
| M&G Plc | History | Closed out | 0 | 0 | — | 0.0% | — | -9,995 | -100.0% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -9,168 | -100.0% | Q1 2026 | May 11, 2026 |
| Gross & Hartman Investments LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,095 | -100.0% | Q1 2026 | May 15, 2026 |
| Safe Harbor Family Capital, LLC | History | Closed out | 0 | 0 | — | 0.19% | — | -9,095 | -100.0% | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Concorde Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,840 | -100.0% | Q1 2026 | Jun 01, 2026 |
| Mutual Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,730 | -100.0% | Q1 2026 | May 01, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -5,076 | -100.0% | Q1 2026 | May 15, 2026 |
| Avalon Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -1,763 | -100.0% | Q1 2026 | May 06, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -1,749 | -100.0% | Q1 2026 | May 08, 2026 |
| United Financial Planning Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,380 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -997 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -755 | -100.0% | Q1 2026 | May 05, 2026 |
| Darwin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -630 | -100.0% | Q1 2026 | May 01, 2026 |
| EQ WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -419 | -100.0% | Q1 2026 | May 01, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -386 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -341 | -100.0% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -226 | -100.0% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | Apr 24, 2026 |
| Stone House Investment Management, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | Apr 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |