Simulations Plus, Inc. - SLP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| First Light Asset Management, LLC | History | Added to | 2,632,823 | 31,119 | 2.79% | 2.74% | 1 | +663,906 | 33.72% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,011,706 | 18,443 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 1,252,376 | 14,803 | 0.0% | 0.0% | 3 | -4,296 | -0.34% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 887,511 | 10,490 | 0.0% | 0.0% | 4 | -112,638 | -11.26% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 742,069 | 8,771 | 0.01% | 0.01% | 5 | +284,914 | 62.32% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 739,721 | 8,743 | 0.0% | — | 6 | +739,721 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 632,687 | 7,478 | 0.01% | 0.01% | 7 | +62,904 | 11.04% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 587,636 | 6,945 | 0.01% | 0.02% | 8 | +29,770 | 5.34% | Q1 2026 | May 14, 2026 |
| Tributary Capital Management, LLC | History | Added to | 548,416 | 6,482 | 0.63% | 0.94% | 9 | +27,561 | 5.29% | Q1 2026 | May 04, 2026 |
| Meros Investment Management, LP | History | Added to | 500,017 | 5,910 | 2.56% | 2.45% | 10 | +160,775 | 47.39% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 427,416 | 5,052 | 0.05% | 0.07% | 11 | +25,000 | 6.21% | Q1 2026 | May 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 389,309 | 4,601 | 0.1% | 0.15% | 12 | -9,593 | -2.4% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 380,063 | 4,492 | 0.0% | 0.0% | 13 | -47,802 | -11.17% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 374,978 | 4,433 | 0.0% | 0.0% | 14 | -24,833 | -6.21% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 360,447 | 4,260 | 0.0% | 0.0% | 15 | -4,326 | -1.19% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 293,940 | 3,474 | 0.0% | 0.0% | 16 | -54,294 | -15.59% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 244,767 | 2,893 | 0.0% | 0.0% | 17 | +97,277 | 65.95% | Q1 2026 | May 15, 2026 |
| Kopion Asset Management, LLC | History | Added to | 222,443 | 2,629 | 2.05% | 1.75% | 18 | +88,055 | 65.52% | Q1 2026 | Apr 10, 2026 |
| Topline Capital Management, LLC | History | New | 218,142 | 2,578 | 0.43% | — | 19 | +218,142 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 212,897 | 2,516 | 0.0% | 0.0% | 20 | +25,383 | 13.54% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 209,465 | 2,475 | 0.0% | 0.0% | 21 | +13,128 | 6.69% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 203,269 | 2,402 | 0.0% | 0.0% | 22 | -22,712 | -10.05% | Q1 2026 | May 15, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | No change | 200,000 | 2,364 | 0.33% | 0.48% | 23 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 197,330 | 2,332 | 0.14% | 0.19% | 24 | +29,200 | 17.37% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 191,401 | 2,262 | 0.0% | 0.0% | 25 | -113,414 | -37.21% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 188,417 | 2,227 | 0.0% | 0.0% | 26 | +21,994 | 13.22% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 181,500 | 2,145 | 0.0% | 0.0% | 27 | +161,500 | 807.5% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 159,646 | 1,887 | 0.0% | 0.0% | 28 | +57,667 | 56.55% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 151,102 | 1,786 | 0.0% | 0.0% | 29 | +34,417 | 29.5% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 151,058 | 1,785 | 0.0% | — | 30 | +151,058 | New | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Reduced | 142,937 | 1,689 | 0.0% | 0.0% | 31 | -80,147 | -35.93% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 137,397 | 1,624 | 0.0% | 0.0% | 32 | -13,589 | -9.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 115,003 | 1,359 | 0.0% | — | 33 | +115,003 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 112,259 | 1,326 | 0.0% | 0.0% | 34 | +91,434 | 439.06% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 109,048 | 1,288 | 0.0% | 0.0% | 35 | +1,827 | 1.7% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 109,037 | 1,238 | 0.0% | 0.0% | 36 | -21,243 | -16.31% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 102,599 | 1,212 | 0.0% | 0.01% | 37 | -121,454 | -54.21% | Q1 2026 | May 15, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 101,598 | 1,200 | 0.07% | 0.07% | 38 | +31,413 | 44.76% | Q1 2026 | May 15, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 100,885 | 1,192 | 0.12% | 0.17% | 39 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Added to | 100,000 | 1,182 | 1.11% | 1.51% | 40 | +3,000 | 3.09% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 55,900 | 1,019 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 85,086 | 1,005 | 0.0% | 0.0% | 42 | -45,847 | -35.02% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 73,987 | 874 | 0.0% | 0.0% | 43 | -2,112 | -2.78% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Reduced | 68,872 | 814 | 0.0% | 0.0% | 44 | -8,083 | -10.5% | Q1 2026 | May 05, 2026 |
| Trexquant Investment LP | History | New | 64,902 | 767 | 0.01% | — | 45 | +64,902 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 63,592 | 751 | 0.0% | 0.0% | 46 | +844 | 1.35% | Q1 2026 | May 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 55,912 | 660 | 0.0% | 0.0% | 47 | -10,393 | -15.67% | Q1 2026 | May 11, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 50,348 | 595 | 0.06% | 0.05% | 48 | +22,392 | 80.1% | Q1 2026 | Apr 30, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 49,545 | 585 | 0.01% | 0.02% | 49 | -1,673 | -3.27% | Q1 2026 | Apr 30, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 49,213 | 581 | 0.01% | 0.02% | 50 | -17,789 | -26.55% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 47,435 | 560 | 0.0% | 0.0% | 51 | +14,636 | 44.62% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 43,406 | 513 | 0.0% | — | 52 | +43,406 | New | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 42,542 | 502 | 0.03% | 0.01% | 53 | +31,957 | 301.91% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 39,684 | 469 | 0.0% | 0.0% | 54 | +297 | 0.75% | Q1 2026 | Apr 30, 2026 |
| SOL Capital Management CO | History | New | 13,960 | 468 | 0.23% | — | 55 | +13,960 | New | Q1 2026 | Apr 24, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | No change | 37,990 | 449 | 0.01% | 0.01% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Navalign, LLC | History | No change | 35,006 | 413 | 0.1% | 0.16% | 57 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Invesco Ltd. | History | Added to | 33,730 | 398 | 0.0% | 0.0% | 58 | +7,089 | 26.61% | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | Added to | 32,884 | 388 | 0.02% | 0.02% | 59 | +6,373 | 24.04% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 32,267 | 381 | 0.0% | 0.0% | 60 | -136,786 | -80.91% | Q1 2026 | May 12, 2026 |
| PDT Partners, LLC | History | Reduced | 32,067 | 379 | 0.02% | 0.11% | 61 | -63,725 | -66.52% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 30,414 | 359 | 0.0% | 0.0% | 62 | +4,947 | 19.43% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 19,110 | 348 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 28,712 | 339 | 0.0% | — | 65 | +28,712 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 28,753 | 339 | 0.0% | 0.0% | 64 | +24,259 | 539.81% | Q1 2026 | May 15, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 28,188 | 333 | 0.01% | 0.02% | 66 | -7,244 | -20.44% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 26,700 | 315 | 0.01% | 0.01% | 67 | +3,200 | 13.62% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 26,493 | 313 | 0.0% | 0.0% | 68 | -22,241 | -45.64% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 25,997 | 307 | 0.0% | 0.0% | 69 | +2,272 | 9.58% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | New | 26,494 | 305 | 0.0% | — | 70 | +26,494 | New | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,934 | 282 | 0.0% | 0.0% | 71 | +8,109 | 51.24% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 23,502 | 277 | 0.0% | 0.0% | 72 | +1,707 | 7.83% | Q1 2026 | May 15, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 21,245 | 251 | 0.02% | — | 73 | +21,245 | New | Q1 2026 | Apr 10, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 21,096 | 249 | 0.0% | 0.0% | 74 | +11,096 | 110.96% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,318 | 240 | 0.0% | 0.0% | 75 | -32,044 | -61.2% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 19,235 | 227 | 0.0% | 0.0% | 76 | -4,472 | -18.86% | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | New | 18,949 | 223 | 0.0% | — | 77 | +18,949 | New | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 18,845 | 222 | 0.01% | 0.01% | 78 | +1,444 | 8.3% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 18,764 | 214 | 0.0% | — | 79 | +18,717 | 39823.4% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 16,207 | 191 | 0.0% | 0.0% | 80 | -2,587 | -13.77% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 16,073 | 189 | 0.0% | 0.0% | 82 | -959 | -5.63% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 16,000 | 189 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 15,662 | 185 | 0.0% | 0.0% | 83 | -817 | -4.96% | Q1 2026 | May 11, 2026 |
| Inscription Capital, LLC | History | New | 15,620 | 184 | 0.02% | — | 84 | +15,620 | New | Q1 2026 | Apr 20, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 14,200 | 167 | 0.0% | 0.0% | 85 | +11,300 | 389.66% | Q1 2026 | May 15, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Reduced | 14,061 | 166 | 0.02% | 0.02% | 86 | -1,509 | -9.69% | Q1 2026 | May 15, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 13,706 | 162 | 0.16% | 0.24% | 87 | -419 | -2.97% | Q1 2026 | Apr 07, 2026 |
| XTX Topco Ltd | History | New | 13,422 | 158 | 0.0% | — | 88 | +13,422 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 11,090 | 131 | 0.0% | 0.0% | 89 | +5,610 | 102.37% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 11,014 | 130 | 0.0% | — | 90 | +11,014 | New | Q1 2026 | Apr 22, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 10,904 | 128 | 0.0% | 0.0% | 91 | -22,105 | -66.97% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 10,795 | 127 | 0.0% | — | 92 | +10,795 | New | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 10,548 | 125 | 0.0% | 0.01% | 94 | +500 | 4.98% | Q1 2026 | Apr 21, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 10,546 | 125 | 0.0% | 0.0% | 93 | +354 | 3.47% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,571 | 124 | 0.0% | — | 96 | +10,571 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 10,573 | 124 | 0.0% | 0.0% | 95 | -7,278 | -40.77% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 10,235 | 120 | 0.0% | 0.0% | 97 | +10,138 | 10451.55% | Q1 2026 | May 08, 2026 |
| Savvy Advisors, Inc. | History | Reduced | 10,168 | 120 | 0.0% | 0.01% | 98 | -4 | -0.04% | Q1 2026 | May 11, 2026 |
| BAILARD, INC. | History | New | 10,000 | 118 | 0.0% | — | 99 | +10,000 | New | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 9,835 | 116 | 0.0% | 0.0% | 100 | -16,796 | -63.07% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,214 | 108 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,930 | 93 | 0.0% | 0.0% | 102 | +204 | 2.64% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,778 | 91 | 0.0% | 0.0% | 103 | +412 | 5.59% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,932 | 81 | 0.0% | 0.0% | 104 | +4,961 | 251.7% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 4,161 | 75 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,967 | 70 | 0.0% | — | 107 | +5,967 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 5,934 | 70 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,225 | 61 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 4,926 | 58 | 0.01% | 0.0% | 109 | +4,524 | 1125.37% | Q1 2026 | Apr 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 4,594 | 54 | 0.0% | — | 111 | +4,594 | New | Q1 2026 | May 01, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 4,599 | 54 | 0.0% | 0.0% | 110 | +4,554 | 10120.0% | Q1 2026 | Apr 28, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,485 | 53 | 0.0% | 0.0% | 113 | +1,669 | 59.27% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 4,523 | 53 | 0.0% | 0.0% | 112 | +404 | 9.81% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 2,831 | 51 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 2,278 | 26 | 0.0% | 0.04% | 116 | -5,688 | -71.4% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 2,246 | 26 | 0.0% | 0.0% | 117 | +1,528 | 212.81% | Q1 2026 | Apr 06, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,222 | 26 | 0.0% | 0.0% | 115 | +300 | 15.61% | Q1 2026 | May 08, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 2,140 | 25 | 0.0% | 0.08% | 118 | -260,572 | -99.19% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,576 | 18 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 1,518 | 17 | 0.0% | 0.0% | 120 | -273 | -15.24% | Q1 2026 | May 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,487 | 17 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,367 | 16 | 0.0% | 0.0% | 122 | +904 | 195.25% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,347 | 15 | 0.0% | 0.0% | 123 | +862 | 177.73% | Q1 2026 | May 15, 2026 |
| Financial Management Professionals, Inc. | History | No change | 1,087 | 12 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 700 | 12 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 904 | 10 | 0.0% | 0.0% | 126 | -124 | -12.06% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 756 | 8 | 0.0% | 0.0% | 127 | +181 | 31.48% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 675 | 7 | 0.0% | 0.0% | 129 | +454 | 205.43% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 602 | 7 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 477 | 5 | 0.0% | 0.0% | 130 | +301 | 171.02% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 348 | 4 | 0.0% | 0.0% | 133 | +279 | 404.35% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 367 | 4 | 0.0% | 0.0% | 131 | -273 | -42.66% | Q1 2026 | May 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 400 | 4 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HighMark Wealth Management LLC | History | No change | 367 | 4 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sio Capital Management, LLC | History | New | 200 | 2 | 0.0% | — | 140 | +200 | New | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 195 | 2 | 0.0% | 0.0% | 137 | +38 | 24.2% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 231 | 2 | 0.0% | 0.0% | 139 | -2 | -0.86% | Q1 2026 | Apr 07, 2026 |
| SouthState Bank Corp | History | No change | 175 | 2 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| STRS OHIO | History | No change | 200 | 2 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Global Retirement Partners, LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 155 | 1 | 0.0% | 0.0% | 144 | -617 | -79.92% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 162 | 1 | 0.0% | — | 146 | +162 | New | Q1 2026 | Apr 24, 2026 |
| Optiver Holding B.V. | History | Added to | 128 | 1 | 0.0% | — | 143 | +96 | 300.0% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 88 | 1 | 0.0% | — | 145 | +88 | New | Q1 2026 | Apr 24, 2026 |
| Sterling Capital Management LLC | History | No change | 109 | 1 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Stephens Investment Management Group LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -513,728 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.1% | — | -62,322 | -100.0% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,362 | -100.0% | Q1 2026 | May 18, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -47,823 | -100.0% | Q1 2026 | May 04, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -44,302 | -100.0% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -37,479 | -100.0% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Closed out | 0 | 0 | — | 0.0% | — | -37,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Illumine Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -32,378 | -100.0% | Q1 2026 | May 04, 2026 |
| SEI INVESTMENTS CO | History | Closed out | 0 | 0 | — | 0.0% | — | -30,458 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,447 | -100.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Closed out | 0 | 0 | — | 0.0% | — | -21,760 | -100.0% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,095 | -100.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.02% | — | -18,475 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.05% | — | -17,414 | -100.0% | Q1 2026 | May 12, 2026 |
| GWN SECURITIES INC. | History | Closed out | 0 | 0 | — | 0.06% | — | -17,283 | -100.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,902 | -100.0% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -11,801 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FRANKLIN RESOURCES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,233 | -100.0% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,323 | -100.0% | Q1 2026 | Apr 16, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -8,554 | -100.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,176 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 34 | 0 | — | 0.0% | — | -1,082 | -96.95% | Q1 2026 | Apr 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -871 | -100.0% | Q1 2026 | May 01, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -542 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -525 | -100.0% | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -393 | -100.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | 0.0% | — | -303 | -100.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -147 | -100.0% | Q1 2026 | May 13, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | New | 63 | 0 | — | — | — | +63 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 49 | 0 | — | 0.0% | — | -61 | -55.45% | Q1 2026 | Apr 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 42 | 0 | — | 0.0% | — | -41 | -49.4% | Q1 2026 | Apr 27, 2026 |
| Avion Wealth | History | New | 41 | 0 | — | — | — | +41 | New | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 37 | 0 | — | — | — | +37 | New | Q1 2026 | May 07, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 73 | 0 | — | 0.0% | — | -34 | -31.78% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | — | — | -26 | -100.0% | Q1 2026 | Apr 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 18 | 0 | — | — | — | +15 | 500.0% | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | Added to | 53 | 0 | — | — | — | +6 | 12.77% | Q1 2026 | Apr 13, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 14 | 0 | — | — | — | -5 | -26.32% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Covestor Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 76 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |