Sylvamo Corp - SLVM
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.
Showing first 300 of
392 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Atlas FRM LLC | History | No change | 6,312,454 | 266,638 | 17.46% | 29.69% | 1 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 5,480,903 | 231,513 | 0.0% | 0.0% | 2 | +153,503 | 2.88% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,928,108 | 140,988 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,385,431 | 100,760 | 0.04% | 0.05% | 4 | +152,222 | 6.82% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | No change | 2,150,000 | 90,816 | 0.24% | 0.14% | 5 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,594,370 | 67,346 | 0.15% | 0.17% | 6 | -17,170 | -1.07% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,540,824 | 65,084 | 0.03% | 0.03% | 7 | +168,765 | 12.3% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,509,269 | 63,751 | 0.0% | — | 8 | +1,509,269 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,362,474 | 57,547 | 0.01% | 0.01% | 9 | +72,177 | 5.59% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 1,320,450 | 55,775 | 0.0% | 0.0% | 10 | -21,400 | -1.59% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,020,112 | 43,089 | 0.0% | — | 11 | +1,020,112 | New | Q1 2026 | May 08, 2026 |
| Jain Global LLC | History | Added to | 987,332 | 41,704 | 0.17% | 0.19% | 12 | +175,865 | 21.67% | Q1 2026 | May 15, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Added to | 903,234 | 38,152 | 0.08% | 0.09% | 13 | +45,339 | 5.28% | Q1 2026 | May 01, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 848,254 | 35,836 | 0.0% | 0.0% | 14 | +6,903 | 0.82% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 612,977 | 25,892 | 0.0% | 0.0% | 15 | -32,158 | -4.98% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 546,727 | 23,093 | 0.0% | 0.0% | 16 | -79,880 | -12.75% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 503,730 | 21,277 | 0.0% | 0.0% | 17 | +89,573 | 21.63% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 498,331 | 21,049 | 0.07% | 0.09% | 18 | -203,166 | -28.96% | Q1 2026 | May 08, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 475,842 | 20,099 | 0.2% | 0.23% | 19 | +11,441 | 2.46% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 468,934 | 19,807 | 0.0% | 0.0% | 20 | -1,916 | -0.41% | Q1 2026 | May 05, 2026 |
| Allianz Asset Management GmbH | History | Added to | 436,952 | 18,456 | 0.02% | 0.02% | 21 | +1,405 | 0.32% | Q1 2026 | May 11, 2026 |
| Fourth Sail Capital LP | History | Added to | 427,510 | 18,058 | 2.97% | 2.71% | 22 | +76,878 | 21.93% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 362,054 | 15,293 | 0.0% | 0.0% | 23 | -2,710 | -0.74% | Q1 2026 | May 14, 2026 |
| Life Cycle Investment Partners Ltd | History | Added to | 343,568 | 14,512 | 0.09% | 0.09% | 24 | +64,480 | 23.1% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 338,435 | 14,295 | 0.02% | 0.02% | 25 | -62,567 | -15.6% | Q1 2026 | Apr 22, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 300,000 | 12,672 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 270,000 | 11,404 | 0.02% | 0.01% | 27 | +70,000 | 35.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 267,010 | 11,278 | 0.0% | 0.0% | 28 | -10,150 | -3.66% | Q1 2026 | May 15, 2026 |
| Rokos Capital Management LLP | History | New | 255,671 | 10,802 | 0.08% | — | 29 | +255,671 | New | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 244,086 | 10,310 | 0.01% | 0.02% | 30 | -36,096 | -12.88% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 242,221 | 10,231 | 0.01% | 0.01% | 31 | +18,653 | 8.34% | Q1 2026 | Apr 16, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 238,225 | 10,062 | 0.2% | 0.24% | 32 | +5,324 | 2.29% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 230,172 | 9,722 | 0.54% | 0.48% | 33 | +59,896 | 35.18% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 224,199 | 9,470 | 0.0% | 0.0% | 34 | +100,746 | 81.61% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 219,374 | 9,266 | 0.0% | — | 35 | +219,374 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 213,513 | 9,018 | 0.0% | 0.0% | 36 | -33,676 | -13.62% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 193,201 | 8,160 | 0.0% | 0.01% | 37 | -163,160 | -45.79% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 161,181 | 6,808 | 0.0% | 0.01% | 38 | -49,268 | -23.41% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 156,842 | 6,625 | 0.0% | 0.01% | 39 | -38,074 | -19.53% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 152,602 | 6,445 | 0.04% | — | 40 | +152,602 | New | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 142,714 | 5,916 | 0.0% | 0.0% | 41 | +13,310 | 10.29% | Q1 2026 | May 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 139,697 | 5,900 | 0.02% | 0.02% | 42 | -1,890 | -1.33% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 136,605 | 5,770 | 0.0% | 0.0% | 43 | +12,436 | 10.02% | Q1 2026 | May 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 128,136 | 5,412 | 0.0% | 0.0% | 44 | +9,980 | 8.45% | Q1 2026 | May 14, 2026 |
| ING GROEP NV | History | No change | 120,001 | 5,068 | 0.03% | 0.03% | 45 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 118,382 | 5,000 | 0.02% | 0.02% | 46 | +3,752 | 3.27% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 97,276 | 4,683 | 0.02% | 0.02% | 47 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 104,186 | 4,400 | 0.0% | 0.0% | 48 | +39,216 | 60.36% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 101,162 | 4,273 | 0.01% | 0.01% | 49 | +60,588 | 149.33% | Q1 2026 | May 13, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 101,047 | 4,268 | 0.02% | 0.03% | 50 | +612 | 0.61% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 96,891 | 4,092 | 0.01% | — | 51 | +96,891 | New | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 95,810 | 4,046 | 0.0% | 0.0% | 52 | +1,233 | 1.3% | Q1 2026 | May 12, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 82,039 | 3,465 | 0.94% | 0.99% | 53 | -275 | -0.33% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 81,168 | 3,428 | 0.0% | 0.01% | 54 | -19,990 | -19.76% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 79,251 | 3,347 | 0.0% | 0.0% | 55 | -14,699 | -15.65% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 76,436 | 3,228 | 0.0% | 0.0% | 56 | -9,468 | -11.02% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 76,885 | 3,224 | 0.0% | 0.0% | 57 | -20,245 | -20.84% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 76,286 | 3,222 | 0.0% | 0.0% | 58 | -5,675 | -6.92% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 73,489 | 3,104 | 0.0% | 0.0% | 59 | -264,925 | -78.28% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Reduced | 71,881 | 3,036 | 0.0% | 0.0% | 60 | -1,508 | -2.05% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | Reduced | 66,300 | 2,800 | 0.0% | 0.0% | 61 | -1,400 | -2.07% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 63,190 | 2,669 | 0.0% | 0.0% | 62 | +25,360 | 67.04% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 60,902 | 2,572 | 0.0% | 0.0% | 63 | -12,699 | -17.25% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 60,095 | 2,538 | 0.01% | 0.01% | 64 | +861 | 1.45% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 59,952 | 2,532 | 0.0% | 0.0% | 65 | -3,413 | -5.39% | Q1 2026 | May 13, 2026 |
| Tejara Capital Ltd | History | New | 56,805 | 2,399 | 0.79% | — | 66 | +56,805 | New | Q1 2026 | May 12, 2026 |
| DENALI ADVISORS LLC | History | No change | 56,500 | 2,386 | 0.27% | 0.3% | 67 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SummitTX Capital, L.P. | History | New | 53,652 | 2,266 | 0.07% | — | 68 | +53,652 | New | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 41,875 | 2,016 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 45,097 | 1,904 | 0.0% | 0.0% | 70 | +4,641 | 11.47% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 42,556 | 1,797 | 0.0% | 0.0% | 71 | -9,685 | -18.54% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 42,074 | 1,777 | 0.0% | 0.0% | 72 | +9,960 | 31.01% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 38,020 | 1,605 | 0.03% | 0.03% | 73 | +7,293 | 23.73% | Q1 2026 | Apr 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 37,800 | 1,596 | 0.0% | 0.0% | 74 | +775 | 2.09% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 37,325 | 1,577 | 0.0% | 0.0% | 75 | -9,294 | -19.94% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 37,125 | 1,569 | 0.0% | 0.0% | 76 | +5,667 | 18.01% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 31,541 | 1,518 | 0.0% | 0.0% | 77 | -3,401 | -9.73% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 35,633 | 1,505 | 0.01% | 0.0% | 78 | +25,391 | 247.91% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Reduced | 33,326 | 1,407 | 0.0% | 0.0% | 79 | -133 | -0.4% | Q1 2026 | May 06, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 33,186 | 1,401 | 0.15% | 0.03% | 80 | +26,323 | 383.55% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 32,674 | 1,380 | 0.0% | 0.0% | 81 | +3,242 | 11.02% | Q1 2026 | May 06, 2026 |
| Advisors Preferred, LLC | History | New | 31,601 | 1,334 | 0.2% | — | 82 | +31,601 | New | Q1 2026 | May 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 30,710 | 1,297 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 29,555 | 1,248 | 0.0% | — | 84 | +29,555 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 29,000 | 1,224 | 0.0% | — | 85 | +29,000 | New | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 26,300 | 1,110 | 0.0% | 0.0% | 86 | -37,400 | -58.71% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 25,820 | 1,090 | 0.0% | 0.0% | 87 | +11,308 | 77.92% | Q1 2026 | May 14, 2026 |
| Villanova Investment Management Co LLC | History | Reduced | 25,623 | 1,082 | 1.11% | 1.2% | 88 | -9,637 | -27.33% | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | Added to | 25,399 | 1,072 | 0.01% | 0.01% | 89 | +1,899 | 8.08% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 25,233 | 1,065 | 0.0% | 0.0% | 90 | -25,370 | -50.14% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | New | 24,960 | 1,054 | 0.02% | — | 91 | +24,960 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 24,602 | 1,039 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 24,500 | 1,034 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 24,411 | 1,031 | 0.01% | 0.01% | 94 | +10,736 | 78.51% | Q1 2026 | May 08, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 24,110 | 1,018 | 0.05% | 0.07% | 95 | -2,707 | -10.09% | Q1 2026 | Apr 21, 2026 |
| Mork Capital Management, LLC | History | No change | 22,780 | 962 | 0.68% | 0.67% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 22,127 | 934 | 0.01% | — | 97 | +22,127 | New | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 22,091 | 933 | 0.0% | 0.0% | 98 | -672 | -2.95% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 21,788 | 920 | 0.02% | 0.03% | 99 | -7,457 | -25.5% | Q1 2026 | Apr 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 21,194 | 895 | 0.0% | 0.0% | 100 | -2,697 | -11.29% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 20,815 | 879 | 0.0% | 0.0% | 101 | -57,498 | -73.42% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 20,753 | 876 | 0.0% | 0.0% | 102 | -84 | -0.4% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 19,244 | 812 | 0.0% | 0.0% | 103 | +18,703 | 3457.12% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 16,510 | 794 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 18,500 | 781 | 0.0% | 0.0% | 105 | -1,342 | -6.76% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 18,241 | 770 | 0.01% | 0.01% | 106 | -531 | -2.83% | Q1 2026 | Apr 20, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 17,946 | 758 | 0.0% | 0.0% | 107 | +1,251 | 7.49% | Q1 2026 | Apr 30, 2026 |
| Trexquant Investment LP | History | New | 17,942 | 757 | 0.01% | — | 109 | +17,942 | New | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 17,932 | 757 | 0.01% | 0.01% | 108 | +666 | 3.86% | Q1 2026 | May 05, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 17,563 | 741 | 0.01% | 0.03% | 110 | -22,858 | -56.55% | Q1 2026 | May 04, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 15,971 | 674 | 0.0% | 0.01% | 111 | -50,374 | -75.93% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 15,626 | 660 | 0.0% | 0.0% | 112 | -383 | -2.39% | Q1 2026 | May 15, 2026 |
| Unison Advisors LLC | History | No change | 15,268 | 644 | 0.05% | 0.06% | 113 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 15,024 | 634 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 14,872 | 628 | 0.0% | 0.0% | 115 | -776 | -4.96% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,700 | 620 | 0.01% | 0.01% | 116 | -500 | -3.29% | Q1 2026 | Apr 20, 2026 |
| Vanguard Global Advisers, LLC | History | New | 13,878 | 586 | 0.0% | — | 117 | +13,878 | New | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | Added to | 13,300 | 562 | 0.0% | 0.0% | 118 | +3,800 | 40.0% | Q1 2026 | Apr 28, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 13,245 | 559 | 0.34% | 0.44% | 119 | -2,862 | -17.77% | Q1 2026 | Apr 24, 2026 |
| VAN ECK ASSOCIATES CORP | History | New | 13,017 | 550 | 0.0% | — | 120 | +13,017 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 12,840 | 542 | 0.0% | 0.0% | 121 | -637 | -4.73% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Added to | 12,711 | 536 | 0.0% | 0.0% | 122 | +225 | 1.8% | Q1 2026 | May 06, 2026 |
| Inspire Investing, LLC | History | Added to | 12,310 | 519 | 0.04% | — | 123 | +12,307 | 410233.33% | Q1 2026 | Apr 23, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 12,133 | 512 | 0.09% | 0.08% | 124 | +3,498 | 40.51% | Q1 2026 | Apr 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,709 | 500 | 0.0% | 0.0% | 125 | +1,177 | 11.18% | Q1 2026 | May 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 11,272 | 476 | 0.04% | 0.04% | 126 | +1,589 | 16.41% | Q1 2026 | Apr 28, 2026 |
| BOKF, NA | History | Added to | 11,101 | 468 | 0.01% | 0.01% | 127 | +3,676 | 49.51% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,119 | 427 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Reduced | 9,570 | 404 | 0.0% | 0.0% | 130 | -3,019 | -23.98% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,568 | 404 | 0.0% | 0.0% | 129 | -100 | -1.03% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,525 | 402 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,486 | 400 | 0.0% | — | 132 | +9,486 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 9,298 | 392 | 0.0% | 0.0% | 133 | +2,319 | 33.23% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,252 | 390 | 0.0% | — | 134 | +9,252 | New | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 9,220 | 389 | 0.0% | 0.0% | 135 | -383 | -3.99% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,135 | 385 | 0.0% | 0.0% | 136 | -657 | -6.71% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | Reduced | 9,096 | 384 | 0.0% | 0.0% | 137 | -9 | -0.1% | Q1 2026 | May 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,848 | 373 | 0.0% | 0.0% | 138 | -128 | -1.43% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 8,750 | 369 | 0.0% | 0.0% | 139 | -7,805 | -47.15% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | New | 8,724 | 368 | 0.0% | — | 140 | +8,724 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 7,584 | 365 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 8,602 | 363 | 0.01% | 0.01% | 142 | +251 | 3.01% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,532 | 361 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,473 | 357 | 0.0% | 0.0% | 144 | +3,465 | 69.19% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 8,288 | 350 | 0.0% | 0.0% | 145 | +239 | 2.97% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 8,256 | 348 | 0.0% | 0.0% | 146 | -1,775 | -17.7% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,184 | 345 | 0.0% | 0.0% | 147 | -17 | -0.21% | Q1 2026 | May 01, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 8,012 | 338 | 0.0% | 0.0% | 148 | -6,083 | -43.16% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 7,602 | 321 | 0.01% | — | 149 | +7,602 | New | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 7,591 | 320 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 6,555 | 315 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Engineers Gate Manager LP | History | New | 7,300 | 308 | 0.0% | — | 152 | +7,300 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,265 | 306 | 0.0% | 0.0% | 153 | -306 | -4.04% | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | New | 7,098 | 299 | 0.01% | — | 154 | +7,098 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 6,656 | 281 | 0.0% | — | 155 | +6,656 | New | Q1 2026 | May 04, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 6,564 | 277 | 0.01% | 0.01% | 156 | +1,052 | 19.09% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,348 | 268 | 0.0% | 0.0% | 157 | +648 | 11.37% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 6,268 | 264 | 0.0% | 0.0% | 158 | -47,365 | -88.31% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 6,178 | 260 | 0.0% | 0.01% | 159 | -27,064 | -81.42% | Q1 2026 | Apr 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,882 | 248 | 0.0% | 0.0% | 160 | +1,122 | 23.57% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Reduced | 5,804 | 245 | 0.03% | 0.03% | 161 | -271 | -4.46% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,782 | 244 | 0.0% | 0.0% | 162 | -4,335 | -42.85% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Reduced | 5,761 | 243 | 0.0% | 0.0% | 163 | -3,210 | -35.78% | Q1 2026 | May 04, 2026 |
| Allen Capital Group, LLC | History | No change | 5,038 | 242 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 5,629 | 237 | 0.05% | 0.09% | 165 | -4,389 | -43.81% | Q1 2026 | Apr 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,181 | 218 | 0.0% | 0.0% | 166 | -1,491 | -22.35% | Q1 2026 | Apr 24, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 5,172 | 218 | 0.0% | 0.0% | 167 | -460 | -8.17% | Q1 2026 | May 05, 2026 |
| Amundi | History | New | 5,073 | 214 | 0.0% | — | 168 | +5,073 | New | Q1 2026 | May 15, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 4,873 | 205 | 0.06% | 0.04% | 169 | +1,557 | 46.95% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,796 | 202 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,337 | 183 | 0.0% | 0.0% | 171 | -1,183 | -21.43% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,032 | 170 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,960 | 167 | 0.0% | 0.0% | 173 | -606 | -13.27% | Q1 2026 | May 08, 2026 |
| EMC Capital Management | History | No change | 3,127 | 151 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| CX Institutional | History | Reduced | 3,019 | 128 | 0.0% | 0.05% | 175 | -29,931 | -90.84% | Q1 2026 | Apr 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,029 | 127 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,874 | 121 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,628 | 111 | 0.0% | 0.0% | 178 | +900 | 52.08% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 2,242 | 95 | 0.07% | 0.13% | 179 | -2,942 | -56.75% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,759 | 74 | 0.0% | 0.0% | 181 | -1,093 | -38.32% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,755 | 74 | 0.0% | 0.0% | 180 | -15 | -0.85% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,516 | 64 | 0.0% | 0.0% | 182 | +191 | 14.42% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,403 | 59 | 0.0% | 0.0% | 183 | +638 | 83.4% | Q1 2026 | Apr 06, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,275 | 53 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 1,221 | 51 | 0.0% | 0.0% | 186 | -678 | -35.7% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 1,202 | 51 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,132 | 48 | 0.0% | 0.0% | 187 | -588 | -34.19% | Q1 2026 | May 01, 2026 |
| TD Capital Management LLC | History | Added to | 999 | 42 | 0.0% | 0.0% | 188 | +8 | 0.81% | Q1 2026 | May 11, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 981 | 41 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 917 | 38 | 0.0% | 0.0% | 190 | -358 | -28.08% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 865 | 36 | 0.0% | 0.0% | 191 | -649 | -42.87% | Q1 2026 | Apr 22, 2026 |
| Advisory Services Network, LLC | History | New | 830 | 35 | 0.0% | — | 192 | +830 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 799 | 34 | 0.0% | 0.0% | 193 | +139 | 21.06% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 804 | 34 | 0.0% | 0.0% | 195 | -34 | -4.06% | Q1 2026 | Apr 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 801 | 34 | 0.0% | 0.0% | 194 | +6 | 0.75% | Q1 2026 | May 01, 2026 |
| LRI Investments, LLC | History | No change | 788 | 33 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | Reduced | 716 | 30 | 0.01% | 0.02% | 197 | -33 | -4.41% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 687 | 29 | 0.0% | 0.0% | 198 | +605 | 737.8% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 742 | 29 | 0.0% | 0.0% | 199 | +380 | 104.97% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 668 | 28 | 0.0% | 0.0% | 200 | +197 | 41.83% | Q1 2026 | Apr 07, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 645 | 27 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 626 | 26 | 0.0% | 0.0% | 202 | -44 | -6.57% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 596 | 25 | 0.0% | 0.0% | 203 | -20 | -3.25% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Reduced | 553 | 23 | 0.0% | 0.01% | 204 | -430 | -43.74% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 464 | 22 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 506 | 21 | 0.0% | 0.0% | 207 | -108 | -17.59% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 520 | 21 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 474 | 20 | 0.0% | 0.0% | 208 | +41 | 9.47% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | Reduced | 477 | 20 | 0.0% | 0.0% | 209 | -15 | -3.05% | Q1 2026 | Apr 28, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 470 | 19 | 0.0% | 0.0% | 210 | -14 | -2.89% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 443 | 18 | 0.0% | 0.0% | 212 | -305 | -40.78% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 440 | 18 | 0.0% | 0.0% | 211 | -124 | -21.99% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 352 | 14 | 0.0% | 0.0% | 213 | +40 | 12.82% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | No change | 348 | 14 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 268 | 11 | 0.0% | 0.0% | 215 | -4 | -1.47% | Q1 2026 | May 13, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 243 | 10 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 213 | 10 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 215 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 203 | 8 | 0.0% | 0.0% | 220 | -112 | -35.56% | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | Reduced | 211 | 8 | 0.0% | 0.0% | 219 | -24 | -10.21% | Q1 2026 | Apr 17, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 170 | 7 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Asset Dedication, LLC | History | No change | 150 | 7 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| HM PAYSON & CO | History | New | 162 | 6 | 0.0% | — | 226 | +162 | New | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 146 | 6 | 0.0% | 0.0% | 225 | +34 | 30.36% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 159 | 6 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 157 | 6 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 126 | 5 | 0.0% | 0.0% | 227 | -50 | -28.41% | Q1 2026 | Apr 30, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 135 | 5 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Reduced | 97 | 4 | 0.0% | 0.0% | 231 | -19 | -16.38% | Q1 2026 | Apr 13, 2026 |
| MTM Investment Management, LLC | History | Reduced | 108 | 4 | 0.0% | 0.0% | 232 | -18 | -14.29% | Q1 2026 | May 06, 2026 |
| WPG Advisers, LLC | History | Reduced | 112 | 4 | 0.0% | 0.0% | 234 | -10 | -8.2% | Q1 2026 | Apr 29, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | Added to | 100 | 4 | 0.0% | 0.0% | 230 | +9 | 9.89% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 102 | 4 | 0.0% | 0.0% | 233 | -1 | -0.97% | Q1 2026 | Apr 20, 2026 |
| Oakworth Capital, Inc. | History | No change | 116 | 4 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 77 | 3 | 0.0% | 0.0% | 236 | -30 | -28.04% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 85 | 3 | 0.0% | 0.0% | 239 | -24 | -22.02% | Q1 2026 | May 07, 2026 |
| Asset Planning,Inc | History | Added to | 90 | 3 | 0.0% | 0.0% | 240 | +1 | 1.12% | Q1 2026 | Apr 23, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 72 | 3 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WealthCollab, LLC | History | No change | 87 | 3 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 52 | 3 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 90 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 71 | 2 | 0.0% | — | 251 | +70 | 7000.0% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Reduced | 58 | 2 | 0.0% | 0.0% | 248 | -64 | -52.46% | Q1 2026 | May 13, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 53 | 2 | 0.0% | — | 242 | +35 | 194.44% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 59 | 2 | 0.0% | 0.0% | 252 | +23 | 63.89% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 63 | 2 | 0.0% | 0.0% | 250 | +11 | 21.15% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 63 | 2 | 0.0% | 0.0% | 246 | +10 | 18.87% | Q1 2026 | May 07, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 41 | 2 | 0.0% | 0.0% | 244 | -5 | -10.87% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 63 | 2 | 0.0% | 0.0% | 249 | +5 | 8.62% | Q1 2026 | May 07, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 48 | 2 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WEBSTER BANK, N. A. | History | No change | 54 | 2 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 48 | 2 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 30 | 2 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Torren Management, LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 270 | -120 | -75.0% | Q1 2026 | Apr 30, 2026 |
| Bare Financial Services, Inc | History | Reduced | 26 | 1 | 0.0% | 0.0% | 267 | -107 | -80.45% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 255 | -40 | -54.05% | Q1 2026 | May 07, 2026 |
| City State Bank | History | Reduced | 29 | 1 | 0.0% | 0.0% | 265 | -31 | -51.67% | Q1 2026 | Apr 20, 2026 |
| Whipplewood Advisors, LLC | History | New | 25 | 1 | 0.0% | — | 273 | +25 | New | Q1 2026 | Apr 30, 2026 |
| Quarry LP | History | Added to | 25 | 1 | 0.0% | — | 266 | +21 | 525.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 47 | 1 | 0.0% | 0.0% | 272 | -15 | -24.19% | Q1 2026 | May 21, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 39 | 1 | 0.0% | 0.0% | 264 | -12 | -23.53% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 24 | 1 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 32 | 1 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Smithfield Trust Co | History | No change | 35 | 1 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Addison Advisors LLC | History | No change | 41 | 1 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bank of New Hampshire | History | No change | 27 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Generali Asset Management SPA SGR | History | No change | 42 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kilter Group LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Monetary Solutions, Ltd | History | No change | 28 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.13% | — | -104,708 | -100.0% | Q1 2026 | May 15, 2026 |
| Dayah Capital LLC | History | Closed out | 0 | 0 | — | 1.03% | — | -82,157 | -100.0% | Q1 2026 | May 19, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -40,864 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -32,718 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,383 | -100.0% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -29,172 | -100.0% | Q1 2026 | Apr 30, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.36% | — | -18,717 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -15,192 | -100.0% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,837 | -100.0% | Q1 2026 | May 13, 2026 |
| Gallacher Capital Management LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -12,992 | -100.0% | Q1 2026 | May 05, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,560 | -100.0% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,361 | -100.0% | Q1 2026 | May 13, 2026 |
| Verity Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.19% | — | -9,190 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,868 | -100.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -7,273 | -100.0% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -6,637 | -100.0% | Q1 2026 | May 01, 2026 |
| Optimize Financial Inc | History | Closed out | 0 | 0 | — | 0.16% | — | -6,635 | -100.0% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,393 | -100.0% | Q1 2026 | Apr 08, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,643 | -100.0% | Q1 2026 | May 05, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,509 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -4,975 | -100.0% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -4,846 | -100.0% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,841 | -100.0% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,525 | -100.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,472 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -4,445 | -100.0% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,374 | -100.0% | Q1 2026 | May 13, 2026 |