SM Energy Co - SM
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 | 38,431,787 | 1,198,303 | 0.02% | 0.01% | 1 | +17,500,906 | 83.61% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 15,234,489 | 475,011 | 0.03% | — | 2 | +15,234,489 | New | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 14,493,791 | 451,916 | 0.29% | 0.01% | 3 | +13,888,891 | 2296.06% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 12,495,962 | 389,624 | 0.01% | 0.0% | 4 | +6,238,602 | 99.7% | Q1 2026 | May 15, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Added to | 10,841,846 | 338,048 | 7.01% | 0.14% | 5 | +10,487,058 | 2955.87% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 10,537,773 | 328,567 | 0.01% | — | 6 | +10,537,773 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 9,995,353 | 311,677 | 0.06% | 0.02% | 7 | +4,426,751 | 79.49% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 8,923,624 | 278,238 | 0.14% | 0.04% | 8 | +4,186,297 | 88.37% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 13,520,158 | 252,826 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DONALD SMITH & CO., INC. | History | New | 7,208,899 | 224,773 | 4.04% | — | 10 | +7,208,899 | New | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,698,553 | 177,724 | 0.01% | 0.0% | 11 | +2,977,406 | 109.42% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 5,032,906 | 156,926 | 0.07% | 0.02% | 12 | +2,197,188 | 77.48% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,091,222 | 131,450 | 0.01% | 0.0% | 13 | +987,482 | 31.82% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 4,018,416 | 125,294 | 0.01% | 0.0% | 14 | +3,894,251 | 3136.35% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 3,511,681 | 109,494 | 0.01% | 0.0% | 15 | +1,804,728 | 105.73% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 2,942,244 | 91,739 | 0.16% | 0.08% | 16 | +44,317 | 1.53% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,899,774 | 90,414 | 0.01% | 0.0% | 17 | +1,525,631 | 111.02% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 2,749,950 | 85,743 | 0.02% | 0.0% | 18 | +2,603,635 | 1779.47% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 2,676,731 | 83,460 | 0.1% | — | 19 | +2,676,731 | New | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,654,611 | 82,770 | 0.01% | 0.0% | 20 | +1,426,302 | 116.12% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,408,516 | 75,097 | 0.01% | 0.0% | 21 | +1,517,925 | 170.44% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 2,360,486 | 73,599 | 0.02% | 0.0% | 22 | +1,527,319 | 183.31% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 2,079,848 | 64,849 | 0.01% | 0.0% | 23 | +1,413,778 | 212.26% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,990,324 | 62,058 | 0.01% | 0.0% | 24 | +1,497,401 | 303.78% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,485,194 | 46,308 | 0.01% | — | 25 | +1,485,194 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,417,686 | 44,203 | 0.01% | 0.0% | 26 | +692,452 | 95.48% | Q1 2026 | May 05, 2026 |
| FEARNLEY ASSET MANAGEMENT AS | History | Added to | 1,389,562 | 43,326 | 14.16% | 7.52% | 27 | +513,662 | 58.64% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,290,485 | 40,237 | 0.03% | 0.01% | 28 | +543,769 | 72.82% | Q1 2026 | May 13, 2026 |
| Webs Creek Capital Management LP | History | New | 1,285,300 | 40,075 | 6.94% | — | 29 | +1,285,300 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,261,194 | 39,324 | 0.0% | 0.0% | 30 | -159,549 | -11.23% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,228,384 | 38,301 | 0.12% | 0.0% | 31 | +1,217,544 | 11231.96% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,136,724 | 35,443 | 0.01% | 0.0% | 32 | +374,335 | 49.1% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,126,394 | 35,120 | 0.02% | 0.01% | 33 | +309,501 | 37.89% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 1,101,082 | 34,331 | 0.02% | 0.01% | 34 | +555,128 | 101.68% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,078,990 | 33,642 | 0.02% | 0.0% | 35 | +589,917 | 120.62% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 1,065,899 | 33,234 | 0.04% | 0.0% | 36 | +910,442 | 585.66% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 981,392 | 30,599 | 0.01% | 0.01% | 37 | +37,325 | 3.95% | Q1 2026 | May 05, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 972,255 | 30,314 | 1.01% | 0.55% | 38 | -16,386 | -1.66% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 885,969 | 27,624 | 0.0% | 0.0% | 39 | +47,469 | 5.66% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 809,815 | 25,250 | 0.08% | 0.02% | 40 | +413,301 | 104.23% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 772,243 | 24,305 | 0.01% | 0.0% | 41 | +229,720 | 42.34% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 735,782 | 22,941 | 0.02% | 0.01% | 42 | +357,929 | 94.73% | Q1 2026 | May 12, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 731,625 | 22,812 | 0.79% | 0.21% | 43 | +349,123 | 91.27% | Q1 2026 | May 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 716,918 | 22,353 | 0.06% | — | 44 | +716,918 | New | Q1 2026 | May 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 701,859 | 21,883 | 0.46% | 0.15% | 45 | +315,694 | 81.75% | Q1 2026 | May 13, 2026 |
| Encompass Capital Advisors LLC | History | New | 697,800 | 21,757 | 0.65% | — | 46 | +697,800 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 652,113 | 20,332 | 0.0% | 0.0% | 47 | +59,273 | 10.0% | Q1 2026 | May 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 625,612 | 19,506 | 0.07% | 0.03% | 48 | +125,021 | 24.97% | Q1 2026 | May 14, 2026 |
| WHITEBOX ADVISORS LLC | History | New | 602,301 | 18,779 | 0.23% | — | 49 | +602,301 | New | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 594,733 | 18,543 | 0.01% | 0.0% | 50 | +431,355 | 264.02% | Q1 2026 | May 05, 2026 |
| Corigliano Investment Advisers, LLC | History | Added to | 560,000 | 17,460 | 6.82% | 3.07% | 51 | +97,200 | 21.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 557,749 | 17,390 | 0.03% | 0.02% | 52 | -35,608 | -6.0% | Q1 2026 | May 15, 2026 |
| AEGIS FINANCIAL CORP | History | New | 551,769 | 17,204 | 2.96% | — | 53 | +551,769 | New | Q1 2026 | May 13, 2026 |
| Alyeska Investment Group, L.P. | History | Reduced | 545,386 | 17,005 | 0.05% | 0.12% | 54 | -1,726,371 | -75.99% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 537,260 | 16,751 | 0.02% | 0.01% | 55 | +11,400 | 2.17% | Q1 2026 | May 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 535,533 | 16,697 | 0.03% | 0.01% | 56 | +172,792 | 47.64% | Q1 2026 | May 11, 2026 |
| Zimmer Partners, LP | History | New | 532,500 | 16,603 | 0.4% | — | 57 | +532,500 | New | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 504,884 | 15,742 | 0.05% | 0.03% | 58 | -59,846 | -10.6% | Q1 2026 | May 15, 2026 |
| Sagefield Capital LP | History | Reduced | 491,296 | 15,318 | 1.1% | 1.72% | 59 | -592,909 | -54.69% | Q1 2026 | May 15, 2026 |
| Goehring & Rozencwajg Associates, LLC | History | New | 487,730 | 15,207 | 0.82% | — | 60 | +487,730 | New | Q1 2026 | May 05, 2026 |
| Legal & General Group Plc | History | Added to | 476,140 | 14,846 | 0.0% | 0.0% | 61 | +192,223 | 67.7% | Q1 2026 | May 08, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 475,818 | 14,836 | 0.01% | 0.0% | 62 | +271,292 | 132.64% | Q1 2026 | May 06, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 469,785 | 14,647 | 1.53% | 0.69% | 63 | +72,746 | 18.32% | Q1 2026 | May 06, 2026 |
| CLG LLC | History | New | 466,175 | 14,535 | 3.61% | — | 64 | +466,175 | New | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 465,495 | 14,514 | 0.0% | 0.0% | 65 | +66,191 | 16.58% | Q1 2026 | May 04, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 463,270 | 14,444 | 0.07% | 0.01% | 66 | +210,201 | 83.06% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 457,333 | 14,259 | 0.07% | 0.0% | 67 | +457,132 | 227428.86% | Q1 2026 | May 08, 2026 |
| Leeward Investments, LLC - MA | History | New | 426,525 | 13,299 | 0.66% | — | 68 | +426,525 | New | Q1 2026 | Apr 17, 2026 |
| Swiss National Bank | History | Added to | 424,233 | 13,227 | 0.01% | 0.0% | 69 | +197,533 | 87.13% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Added to | 418,552 | 13,050 | 0.0% | 0.0% | 70 | +129,354 | 44.73% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 403,351 | 12,576 | 0.01% | 0.0% | 71 | +236,341 | 141.51% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 392,602 | 12,241 | 0.0% | 0.0% | 72 | -509,983 | -56.5% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 383,179 | 11,951 | 0.01% | 0.01% | 73 | +132,770 | 53.02% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Added to | 383,177 | 11,947 | 0.02% | 0.01% | 74 | +78,114 | 25.61% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 377,939 | 11,784 | 0.01% | 0.01% | 75 | +90,001 | 31.26% | Q1 2026 | May 13, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 362,264 | 11,295 | 0.11% | 0.08% | 76 | -36,742 | -9.21% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 317,053 | 9,885 | 0.01% | 0.0% | 77 | +176,181 | 125.06% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 313,527 | 9,775 | 0.0% | 0.0% | 78 | +176,753 | 129.23% | Q1 2026 | May 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 300,000 | 9,354 | 0.01% | — | 79 | +300,000 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 280,816 | 8,756 | 0.0% | 0.0% | 80 | +163,572 | 139.51% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 272,187 | 8,486 | 0.03% | 0.01% | 81 | +105,633 | 63.42% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 449,851 | 8,412 | 0.04% | 0.04% | 82 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CastleKnight Management LP | History | New | 268,533 | 8,372 | 0.14% | — | 83 | +268,533 | New | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Added to | 259,682 | 8,096 | 0.2% | 0.11% | 84 | +39,178 | 17.77% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 256,345 | 7,992 | 0.01% | — | 85 | +256,345 | New | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 256,050 | 7,983 | 0.06% | — | 86 | +256,050 | New | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 250,381 | 7,806 | 0.01% | 0.0% | 87 | +140,478 | 127.82% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 247,820 | 7,727 | 0.0% | — | 88 | +247,820 | New | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 406,663 | 7,604 | 0.0% | 0.0% | 89 | +279,106 | 218.81% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 243,879 | 7,604 | 0.02% | 0.01% | 90 | +129,270 | 112.79% | Q1 2026 | May 12, 2026 |
| Tiptree Advisors, LLC | History | New | 240,000 | 7,483 | 4.34% | — | 91 | +240,000 | New | Q1 2026 | May 15, 2026 |
| Truffle Hound Capital, LLC | History | New | 240,000 | 7,483 | 1.94% | — | 92 | +240,000 | New | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 236,929 | 7,387 | 0.0% | 0.0% | 93 | +128,651 | 118.82% | Q1 2026 | May 06, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 232,701 | 7,256 | 0.02% | 0.02% | 94 | -183,199 | -44.05% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 232,011 | 7,234 | 0.01% | 0.01% | 95 | +82,974 | 55.67% | Q1 2026 | Apr 27, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 223,193 | 6,959 | 0.1% | 0.04% | 96 | +81,754 | 57.8% | Q1 2026 | May 22, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 216,999 | 6,766 | 0.01% | 0.0% | 97 | +149,292 | 220.5% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | New | 214,973 | 6,702 | 0.01% | — | 98 | +214,973 | New | Q1 2026 | May 14, 2026 |
| CoreCommodity Management, LLC | History | Added to | 210,852 | 6,574 | 1.22% | 0.46% | 99 | +93,296 | 79.36% | Q1 2026 | May 15, 2026 |
| PLUSTICK MANAGEMENT LLC | History | New | 210,000 | 6,547 | 3.16% | — | 100 | +210,000 | New | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 208,832 | 6,511 | 0.1% | 0.35% | 101 | -1,000,765 | -82.74% | Q1 2026 | May 14, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 208,662 | 6,506 | 0.15% | 0.07% | 102 | +16,611 | 8.65% | Q1 2026 | May 14, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 202,800 | 6,323 | 0.7% | 0.62% | 103 | -97,200 | -32.4% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Added to | 202,163 | 6,303 | 0.01% | 0.0% | 104 | +187,858 | 1313.23% | Q1 2026 | May 15, 2026 |
| Qsemble Capital Management, LP | History | New | 197,698 | 6,164 | 0.47% | — | 105 | +197,698 | New | Q1 2026 | May 07, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 191,462 | 5,969 | 0.01% | 0.0% | 106 | +72,369 | 60.77% | Q1 2026 | May 01, 2026 |
| Holocene Advisors, LP | History | Added to | 191,323 | 5,965 | 0.01% | 0.0% | 107 | +74,685 | 64.03% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 189,643 | 5,911 | 0.06% | 0.01% | 108 | +127,308 | 204.23% | Q1 2026 | Apr 20, 2026 |
| Tieton Capital Management, LLC | History | New | 189,263 | 5,901 | 1.98% | — | 109 | +189,263 | New | Q1 2026 | May 08, 2026 |
| Atom Investors LP | History | New | 189,130 | 5,897 | 0.42% | — | 110 | +189,130 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 186,584 | 5,823 | 0.01% | 0.0% | 112 | +84,652 | 83.05% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 186,778 | 5,823 | 0.0% | 0.0% | 111 | +18,626 | 11.08% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 183,959 | 5,735 | 0.01% | 0.0% | 113 | +127,685 | 226.9% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 181,172 | 5,648 | 0.04% | 0.04% | 114 | +55,179 | 43.8% | Q1 2026 | May 14, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 176,512 | 5,503 | 0.99% | 0.46% | 115 | +43,803 | 33.01% | Q1 2026 | Apr 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 176,200 | 5,493 | 0.0% | 0.02% | 116 | -1,333,406 | -88.33% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 167,957 | 5,236 | 0.0% | — | 117 | +167,957 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 166,152 | 5,180 | 0.0% | 0.0% | 118 | +81,315 | 95.85% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 161,992 | 5,050 | 0.0% | 0.0% | 119 | +119,711 | 283.13% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | New | 160,747 | 5,012 | 0.0% | — | 120 | +160,747 | New | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Added to | 154,854 | 4,828 | 0.01% | 0.0% | 121 | +96,159 | 163.83% | Q1 2026 | May 08, 2026 |
| PEAK6 LLC | History | New | 154,604 | 4,820 | 0.01% | — | 122 | +154,604 | New | Q1 2026 | May 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 154,120 | 4,805 | 0.07% | — | 123 | +154,120 | New | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | New | 150,567 | 4,694 | 0.05% | — | 124 | +150,567 | New | Q1 2026 | May 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 141,661 | 4,416 | 0.16% | 0.09% | 125 | -13,661 | -8.8% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Added to | 137,907 | 4,299 | 0.0% | 0.0% | 126 | +101,624 | 280.09% | Q1 2026 | May 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 137,155 | 4,276 | 0.0% | 0.0% | 127 | +60,788 | 79.6% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 136,537 | 4,257 | 0.02% | 0.01% | 128 | +73,525 | 116.68% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 136,311 | 4,250 | 0.02% | 0.03% | 129 | -435,665 | -76.17% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 133,744 | 4,170 | 0.0% | — | 130 | +133,744 | New | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 124,445 | 3,882 | 0.0% | 0.0% | 131 | +79,083 | 174.34% | Q1 2026 | May 18, 2026 |
| Vontobel Holding Ltd. | History | New | 124,500 | 3,881 | 0.01% | — | 132 | +124,500 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 122,419 | 3,817 | 0.01% | 0.0% | 133 | +46,450 | 61.14% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 118,061 | 3,681 | 0.01% | 0.01% | 134 | +35,474 | 42.95% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 113,445 | 3,537 | 0.01% | 0.0% | 135 | +32,228 | 39.68% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Added to | 112,997 | 3,523 | 0.04% | 0.0% | 136 | +95,211 | 535.31% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | New | 112,950 | 3,521 | 0.12% | — | 137 | +112,950 | New | Q1 2026 | May 18, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 112,279 | 3,500 | 0.03% | 0.01% | 138 | +13,355 | 13.5% | Q1 2026 | Apr 14, 2026 |
| South Dakota Investment Council | History | New | 109,758 | 3,422 | 0.07% | — | 139 | +109,758 | New | Q1 2026 | May 18, 2026 |
| Cerity Partners LLC | History | Added to | 108,213 | 3,374 | 0.0% | 0.0% | 140 | +71,681 | 196.21% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 108,019 | 3,368 | 0.0% | 0.0% | 141 | +86,658 | 405.68% | Q1 2026 | May 13, 2026 |
| CSS LLC/IL | History | Added to | 106,107 | 3,308 | 0.16% | 0.01% | 142 | +95,863 | 935.8% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 105,722 | 3,296 | 0.0% | 0.0% | 143 | +22,625 | 27.23% | Q1 2026 | May 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 103,968 | 3,241 | 0.04% | 0.01% | 144 | +45,869 | 78.95% | Q1 2026 | May 05, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 103,578 | 3,229 | 0.06% | 0.21% | 145 | -514,281 | -83.24% | Q1 2026 | Apr 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 106,345 | 3,200 | 0.0% | 0.0% | 146 | +90,747 | 581.79% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 101,624 | 3,168 | 0.01% | 0.0% | 147 | +75,014 | 281.9% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 100,300 | 3,127 | 0.05% | 0.02% | 148 | +47,800 | 91.05% | Q1 2026 | Apr 20, 2026 |
| HITE Hedge Asset Management LLC | History | Reduced | 100,000 | 3,118 | 0.18% | 0.2% | 149 | -66,923 | -40.09% | Q1 2026 | May 14, 2026 |
| Oliver Luxxe Assets LLC | History | New | 98,166 | 3,060 | 0.46% | — | 150 | +98,166 | New | Q1 2026 | Apr 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 98,026 | 3,056 | 0.0% | 0.0% | 151 | +45,218 | 85.63% | Q1 2026 | May 15, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 96,937 | 3,022 | 0.11% | 0.07% | 152 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Expect Equity LLC | History | New | 95,806 | 2,987 | 2.87% | — | 153 | +95,806 | New | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 95,781 | 2,986 | 0.01% | — | 154 | +95,781 | New | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 95,528 | 2,978 | 0.01% | 0.0% | 155 | +86,936 | 1011.82% | Q1 2026 | Apr 30, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 95,390 | 2,974 | 1.24% | 0.63% | 156 | +15,300 | 19.1% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | New | 95,162 | 2,967 | 0.14% | — | 157 | +95,162 | New | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 94,168 | 2,936 | 0.0% | 0.0% | 158 | +12,668 | 15.54% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 94,115 | 2,935 | 0.0% | 0.0% | 159 | +49,740 | 112.09% | Q1 2026 | May 15, 2026 |
| EVOKE WEALTH, LLC | History | Reduced | 93,870 | 2,926 | 0.05% | 0.05% | 160 | -36,974 | -28.26% | Q1 2026 | May 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | New | 92,007 | 2,868 | 0.06% | — | 161 | +92,007 | New | Q1 2026 | Apr 30, 2026 |
| Dockside LLC | History | New | 90,066 | 2,808 | 0.71% | — | 162 | +90,066 | New | Q1 2026 | May 08, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 89,150 | 2,779 | 0.08% | 0.04% | 163 | +14,182 | 18.92% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 87,703 | 2,734 | 0.01% | 0.0% | 164 | +55,268 | 170.4% | Q1 2026 | May 15, 2026 |
| Collar Capital Management, LLC | History | Added to | 81,984 | 2,556 | 1.65% | 1.02% | 165 | +455 | 0.56% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 79,549 | 2,480 | 0.08% | 0.25% | 166 | -369,013 | -82.27% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 77,818 | 2,426 | 0.0% | 0.0% | 167 | +76,660 | 6620.03% | Q1 2026 | May 01, 2026 |
| Assenagon Asset Management S.A. | History | New | 77,631 | 2,420 | 0.0% | — | 168 | +77,631 | New | Q1 2026 | Apr 20, 2026 |
| Cresset Asset Management, LLC | History | Added to | 76,508 | 2,385 | 0.01% | 0.0% | 169 | +27,485 | 56.07% | Q1 2026 | May 15, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 74,323 | 2,317 | 0.84% | 0.52% | 170 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Empyrean Capital Partners, LP | History | New | 74,000 | 2,307 | 0.08% | — | 171 | +74,000 | New | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 70,645 | 2,202 | 0.02% | 0.0% | 172 | +47,582 | 206.31% | Q1 2026 | May 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 69,826 | 2,177 | 0.05% | — | 173 | +69,826 | New | Q1 2026 | May 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 69,525 | 2,167 | 0.04% | 0.0% | 174 | +68,644 | 7791.6% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 68,114 | 2,123 | 0.02% | 0.01% | 175 | +34,134 | 100.45% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 67,382 | 2,100 | 0.02% | 0.0% | 176 | +35,555 | 111.71% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Added to | 65,606 | 2,046 | 0.02% | 0.0% | 177 | +32,231 | 96.57% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | New | 65,387 | 2,039 | 0.0% | — | 178 | +65,387 | New | Q1 2026 | May 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 65,374 | 2,038 | 0.12% | 0.08% | 179 | -18,450 | -22.01% | Q1 2026 | May 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 63,156 | 1,969 | 0.01% | 0.0% | 180 | +38,356 | 154.66% | Q1 2026 | Apr 29, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Added to | 62,836 | 1,959 | 0.84% | 0.1% | 181 | +50,268 | 399.97% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 61,795 | 1,926 | 0.0% | 0.0% | 182 | +42,778 | 224.95% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 60,490 | 1,886 | 0.12% | 0.06% | 183 | +15,681 | 35.0% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 60,462 | 1,885 | 0.0% | 0.0% | 184 | +33,596 | 125.05% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 59,225 | 1,861 | 0.0% | 0.0% | 185 | -143,752 | -70.82% | Q1 2026 | Apr 30, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 59,386 | 1,851 | 0.03% | — | 186 | +59,386 | New | Q1 2026 | May 11, 2026 |
| Arizona State Retirement System | History | Added to | 58,929 | 1,837 | 0.01% | 0.0% | 187 | +27,214 | 85.81% | Q1 2026 | May 01, 2026 |
| Quantbot Technologies LP | History | New | 57,711 | 1,799 | 0.07% | — | 188 | +57,711 | New | Q1 2026 | May 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | New | 56,672 | 1,767 | 0.08% | — | 189 | +56,672 | New | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 56,292 | 1,755 | 0.04% | 0.04% | 190 | -24,167 | -30.04% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 56,076 | 1,748 | 0.01% | 0.0% | 191 | +26,800 | 91.54% | Q1 2026 | May 04, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 55,997 | 1,745 | 0.15% | 0.01% | 193 | +43,699 | 355.33% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 55,976 | 1,745 | 0.01% | 0.0% | 192 | +27,616 | 97.38% | Q1 2026 | May 01, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | New | 55,288 | 1,723 | 0.25% | — | 194 | +55,288 | New | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 55,076 | 1,717 | 0.0% | 0.0% | 195 | -12,325 | -18.29% | Q1 2026 | May 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 54,553 | 1,700 | 0.0% | — | 196 | +54,553 | New | Q1 2026 | May 08, 2026 |
| Abel Hall, LLC | History | New | 54,094 | 1,686 | 0.36% | — | 197 | +54,094 | New | Q1 2026 | Apr 28, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 53,763 | 1,676 | 0.01% | — | 198 | +53,763 | New | Q1 2026 | May 14, 2026 |
| S&T BANK/PA | History | New | 53,464 | 1,667 | 0.62% | — | 199 | +53,464 | New | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 53,451 | 1,666 | 0.01% | 0.0% | 200 | +21,194 | 65.7% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 52,534 | 1,638 | 0.01% | 0.0% | 201 | +35,585 | 209.95% | Q1 2026 | May 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 51,795 | 1,614 | 0.02% | 0.01% | 202 | +25,544 | 97.31% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 85,184 | 1,592 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Diversified Trust Co | History | Added to | 50,933 | 1,588 | 0.03% | 0.01% | 204 | +17,597 | 52.79% | Q1 2026 | Apr 16, 2026 |
| Freestone Capital Holdings, LLC | History | New | 50,725 | 1,581 | 0.05% | — | 205 | +50,725 | New | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 50,561 | 1,576 | 0.02% | 0.02% | 206 | -91,490 | -64.41% | Q1 2026 | May 08, 2026 |
| Boston Partners | History | Reduced | 50,179 | 1,564 | 0.0% | 0.0% | 207 | -79,126 | -61.19% | Q1 2026 | May 11, 2026 |
| NOMURA HOLDINGS INC | History | New | 50,000 | 1,559 | 0.0% | — | 208 | +50,000 | New | Q1 2026 | May 15, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | New | 50,000 | 1,559 | 0.1% | — | 209 | +50,000 | New | Q1 2026 | May 06, 2026 |
| AlphaQuest LLC | History | No change | 83,220 | 1,556 | 0.09% | 0.09% | 210 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 49,460 | 1,542 | 0.13% | — | 211 | +49,460 | New | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 48,824 | 1,522 | 0.0% | 0.0% | 212 | +7,316 | 17.63% | Q1 2026 | May 14, 2026 |
| Sendero Wealth Management, LLC | History | Reduced | 46,199 | 1,440 | 0.16% | 0.1% | 213 | -78 | -0.17% | Q1 2026 | Apr 22, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 44,953 | 1,401 | 0.0% | 0.0% | 214 | +16,576 | 58.41% | Q1 2026 | May 08, 2026 |
| Summit Global Investments | History | Reduced | 44,820 | 1,397 | 0.08% | 0.05% | 215 | -1,597 | -3.44% | Q1 2026 | May 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 45,736 | 1,369 | 0.45% | 0.0% | 216 | +45,535 | 22654.23% | Q1 2026 | May 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 40,378 | 1,258 | 0.03% | — | 217 | +40,378 | New | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | New | 39,686 | 1,237 | 0.01% | — | 218 | +39,686 | New | Q1 2026 | Apr 29, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 39,574 | 1,233 | 0.0% | 0.04% | 219 | -1,743,792 | -97.78% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Reduced | 39,200 | 1,222 | 0.02% | 0.03% | 220 | -68,027 | -63.44% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 39,115 | 1,219 | 0.23% | — | 221 | +39,097 | 217205.56% | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Added to | 38,562 | 1,202 | 0.0% | 0.0% | 222 | +16,351 | 73.62% | Q1 2026 | Apr 24, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 38,048 | 1,186 | 0.02% | 0.01% | 223 | +4,625 | 13.84% | Q1 2026 | Apr 15, 2026 |
| SMH CAPITAL ADVISORS INC | History | New | 1,168 | 1,167 | 3.54% | — | 224 | +1,168 | New | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 38,088 | 1,166 | 0.0% | — | 225 | +38,088 | New | Q1 2026 | Apr 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 37,056 | 1,155 | 0.0% | 0.0% | 226 | +15,728 | 73.74% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 36,745 | 1,145 | 0.0% | 0.0% | 227 | +17,917 | 95.16% | Q1 2026 | Apr 22, 2026 |
| Waldron Private Wealth LLC | History | Added to | 36,433 | 1,135 | 0.04% | 0.03% | 228 | +930 | 2.62% | Q1 2026 | Apr 10, 2026 |
| Neuberger Berman Group LLC | History | New | 36,108 | 1,125 | 0.0% | — | 230 | +36,108 | New | Q1 2026 | May 14, 2026 |
| Unison Advisors LLC | History | No change | 36,104 | 1,125 | 0.09% | 0.06% | 229 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vestcor Inc | History | Added to | 34,407 | 1,073 | 0.03% | 0.01% | 231 | +8,452 | 32.56% | Q1 2026 | May 12, 2026 |
| SAXON INTERESTS, INC. | History | New | 34,166 | 1,065 | 0.37% | — | 232 | +34,166 | New | Q1 2026 | Apr 29, 2026 |
| Catalyst Capital Advisors LLC | History | New | 33,782 | 1,053 | 0.02% | — | 233 | +33,782 | New | Q1 2026 | May 06, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 33,580 | 1,047 | 0.0% | 0.03% | 234 | -1,373,153 | -97.61% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 33,014 | 1,029 | 0.02% | 0.01% | 235 | +16,135 | 95.59% | Q1 2026 | May 04, 2026 |
| Aventail Capital Group, LP | History | Reduced | 32,949 | 1,027 | 0.05% | 0.04% | 236 | -933 | -2.75% | Q1 2026 | May 15, 2026 |
| BROOKFIELD Corp /ON/ | History | New | 32,016 | 998 | 0.0% | — | 237 | +32,016 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 29,928 | 979 | 0.0% | 0.0% | 238 | +27,747 | 1272.21% | Q1 2026 | May 15, 2026 |
| Legacy Capital Group California, Inc. | History | New | 31,237 | 973 | 0.37% | — | 239 | +31,237 | New | Q1 2026 | May 04, 2026 |
| DRW Securities, LLC | History | Added to | 30,705 | 957 | 0.01% | 0.01% | 240 | +6,532 | 27.02% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 28,810 | 898 | 0.02% | 0.0% | 241 | +25,619 | 802.85% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | New | 28,290 | 882 | 0.0% | — | 242 | +28,290 | New | Q1 2026 | May 12, 2026 |
| Glenorchy Capital Ltd | History | New | 28,249 | 880 | 0.05% | — | 243 | +28,249 | New | Q1 2026 | May 14, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 28,116 | 876 | 0.03% | — | 244 | +28,116 | New | Q1 2026 | Apr 23, 2026 |
| STRS OHIO | History | Added to | 26,900 | 838 | 0.0% | 0.0% | 245 | +6,800 | 33.83% | Q1 2026 | Apr 24, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 25,904 | 807 | 0.01% | 0.0% | 246 | +12,811 | 97.85% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 25,409 | 792 | 0.0% | 0.0% | 247 | +13,794 | 118.76% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Added to | 25,145 | 784 | 0.0% | 0.0% | 248 | +11,321 | 81.89% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 25,091 | 782 | 0.06% | 0.05% | 249 | -4,451 | -15.07% | Q1 2026 | Apr 23, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | Reduced | 24,000 | 771 | 0.02% | 0.04% | 250 | -42,000 | -63.64% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 24,584 | 766 | 0.01% | 0.0% | 251 | +5,163 | 26.58% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 24,442 | 762 | 0.0% | — | 252 | +24,442 | New | Q1 2026 | Apr 30, 2026 |
| Sagewood Asset Management LP | History | New | 24,152 | 753 | 0.24% | — | 253 | +24,152 | New | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 23,696 | 738 | 0.0% | — | 254 | +23,696 | New | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | New | 23,542 | 734 | 0.02% | — | 255 | +23,542 | New | Q1 2026 | May 11, 2026 |
| XPONANCE LLC | History | New | 22,940 | 715 | 0.01% | — | 256 | +22,940 | New | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 22,470 | 700 | 0.0% | — | 257 | +22,470 | New | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | New | 21,039 | 655 | 0.02% | — | 258 | +21,039 | New | Q1 2026 | Apr 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 20,925 | 652 | 0.0% | — | 259 | +20,925 | New | Q1 2026 | May 15, 2026 |
| Sippican Capital Advisors | History | Added to | 20,760 | 647 | 0.44% | 0.19% | 260 | +4,929 | 31.14% | Q1 2026 | Apr 23, 2026 |
| CWM, LLC | History | Added to | 20,723 | 646 | 0.0% | 0.0% | 261 | +18,297 | 754.2% | Q1 2026 | May 14, 2026 |
| Redwood Wealth Management Group, LLC | History | New | 20,609 | 642 | 0.28% | — | 263 | +20,609 | New | Q1 2026 | Apr 24, 2026 |
| Kestra Investment Management, LLC | History | New | 20,600 | 642 | 0.01% | — | 262 | +20,600 | New | Q1 2026 | May 11, 2026 |
| CIBC Bancorp USA Inc. | History | New | 20,440 | 637 | 0.0% | — | 264 | +20,440 | New | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 20,412 | 636 | 0.02% | 0.01% | 265 | +10,872 | 113.96% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 20,387 | 635 | 0.01% | 0.11% | 266 | -236,669 | -92.07% | Q1 2026 | Apr 27, 2026 |
| DGS Capital Management, LLC | History | Added to | 19,967 | 622 | 0.1% | 0.03% | 267 | +9,119 | 84.06% | Q1 2026 | Apr 28, 2026 |
| Compound Planning, Inc. | History | New | 19,746 | 615 | 0.02% | — | 268 | +19,746 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 19,191 | 598 | 0.0% | 0.0% | 269 | +11,866 | 161.99% | Q1 2026 | May 08, 2026 |
| WINTON GROUP Ltd | History | Reduced | 19,000 | 592 | 0.02% | 0.05% | 270 | -52,655 | -73.48% | Q1 2026 | May 12, 2026 |
| AXQ CAPITAL, LP | History | New | 18,715 | 583 | 0.08% | — | 272 | +18,715 | New | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | New | 18,706 | 583 | 0.0% | — | 271 | +18,706 | New | Q1 2026 | Apr 22, 2026 |
| Virtu Financial LLC | History | Added to | 18,509 | 577 | 0.02% | 0.01% | 273 | +4,088 | 28.35% | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Added to | 18,335 | 571 | 0.05% | 0.02% | 274 | +5,382 | 41.55% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 18,239 | 569 | 0.0% | — | 276 | +18,239 | New | Q1 2026 | Apr 30, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 18,277 | 569 | 0.03% | 0.03% | 275 | -11,178 | -37.95% | Q1 2026 | Apr 27, 2026 |
| CIBC Asset Management Inc | History | Added to | 18,061 | 563 | 0.0% | 0.0% | 277 | +6,770 | 59.96% | Q1 2026 | May 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 20,000 | 561 | 0.0% | — | 278 | +20,000 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 17,691 | 551 | 0.01% | 0.01% | 279 | +757 | 4.47% | Q1 2026 | Apr 13, 2026 |
| Abacus Planning Group, Inc. | History | New | 17,368 | 541 | 0.07% | — | 280 | +17,368 | New | Q1 2026 | Apr 07, 2026 |
| AlphaCore Capital LLC | History | New | 17,308 | 539 | 0.01% | — | 282 | +17,308 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 17,288 | 539 | 0.0% | — | 281 | +17,288 | New | Q1 2026 | May 05, 2026 |
| New Age Alpha Advisors, LLC | History | New | 16,848 | 525 | 0.02% | — | 283 | +16,848 | New | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 16,828 | 524 | 0.01% | 0.0% | 284 | +13,997 | 494.42% | Q1 2026 | Apr 07, 2026 |
| CenterStar Asset Management, LLC | History | New | 16,600 | 517 | 0.06% | — | 285 | +16,600 | New | Q1 2026 | May 01, 2026 |
| DnB Asset Management AS | History | New | 16,575 | 516 | 0.0% | — | 286 | +16,575 | New | Q1 2026 | May 14, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 16,481 | 513 | 0.05% | 0.03% | 287 | +1,481 | 9.87% | Q1 2026 | Apr 09, 2026 |
| Jackson Hole Capital Partners, LLC | History | New | 16,357 | 510 | 0.08% | — | 288 | +16,357 | New | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | New | 16,263 | 507 | 0.01% | — | 289 | +16,263 | New | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 16,243 | 506 | 0.02% | — | 290 | +16,243 | New | Q1 2026 | May 14, 2026 |
| Investors Research Corp | History | New | 15,618 | 486 | 0.09% | — | 291 | +15,618 | New | Q1 2026 | Apr 03, 2026 |
| INVESTMENT ADVISORY SERVICES INC /TX /ADV | History | New | 15,417 | 480 | 0.15% | — | 292 | +15,417 | New | Q1 2026 | Apr 17, 2026 |
| Tidal Investments LLC | History | New | 15,200 | 473 | 0.0% | — | 293 | +15,200 | New | Q1 2026 | May 15, 2026 |
| PICKERING ENERGY PARTNERS LP | History | New | 15,000 | 467 | 0.99% | — | 294 | +15,000 | New | Q1 2026 | May 15, 2026 |
| Pale Fire Capital SE | History | New | 14,700 | 458 | 0.04% | — | 295 | +14,700 | New | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 14,660 | 457 | 0.01% | — | 296 | +14,660 | New | Q1 2026 | Apr 27, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 14,405 | 449 | 0.12% | 0.29% | 297 | -52,654 | -78.52% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | New | 14,306 | 446 | 0.02% | — | 298 | +14,306 | New | Q1 2026 | May 14, 2026 |
| Savant Capital, LLC | History | New | 14,078 | 438 | 0.0% | — | 299 | +14,078 | New | Q1 2026 | May 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 13,971 | 435 | 0.0% | 0.0% | 300 | -19,778 | -58.6% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 13,825 | 431 | 0.0% | — | 301 | +13,825 | New | Q1 2026 | May 14, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 13,802 | 430 | 0.08% | — | 302 | +13,802 | New | Q1 2026 | Apr 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 13,769 | 429 | 0.01% | — | 304 | +13,769 | New | Q1 2026 | May 14, 2026 |
| Bridgefront Capital, LLC | History | Added to | 13,782 | 429 | 0.11% | 0.06% | 303 | +622 | 4.73% | Q1 2026 | May 15, 2026 |
| Quad-Cities Investment Group, LLC | History | New | 13,402 | 417 | 0.17% | — | 305 | +13,402 | New | Q1 2026 | Apr 21, 2026 |
| Swiss Life Asset Management Ltd | History | New | 13,158 | 410 | 0.0% | — | 306 | +13,158 | New | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Reduced | 12,997 | 405 | 0.03% | 0.02% | 307 | -1,042 | -7.42% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 12,863 | 401 | 0.01% | 0.01% | 308 | -1,133 | -8.1% | Q1 2026 | Apr 24, 2026 |
| Range Financial Group LLC | History | New | 12,839 | 400 | 0.13% | — | 309 | +12,839 | New | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 12,665 | 394 | 0.0% | 0.0% | 310 | -164 | -1.28% | Q1 2026 | May 08, 2026 |
| Independence Bank of Kentucky | History | New | 12,563 | 391 | 0.05% | — | 312 | +12,563 | New | Q1 2026 | Apr 30, 2026 |
| Moors & Cabot, Inc. | History | New | 12,545 | 391 | 0.02% | — | 311 | +12,545 | New | Q1 2026 | May 08, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | New | 12,520 | 390 | 0.07% | — | 313 | +12,520 | New | Q1 2026 | Apr 29, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 12,227 | 381 | 0.06% | — | 314 | +12,227 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 11,982 | 373 | 0.0% | — | 315 | +11,982 | New | Q1 2026 | May 15, 2026 |
| Gryphon Financial Partners LLC | History | New | 11,916 | 371 | 0.04% | — | 317 | +11,916 | New | Q1 2026 | May 06, 2026 |
| CAPITAL COUNSEL LLC/NY | History | No change | 11,905 | 371 | 0.02% | 0.01% | 316 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Verity Asset Management, Inc. | History | New | 11,529 | 359 | 0.15% | — | 318 | +11,529 | New | Q1 2026 | Apr 21, 2026 |
| OneDigital Investment Advisors LLC | History | New | 11,465 | 357 | 0.0% | — | 319 | +11,465 | New | Q1 2026 | May 08, 2026 |
| Texas Yale Capital Corp. | History | No change | 11,169 | 348 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kendall Capital Management | History | New | 10,786 | 336 | 0.07% | — | 321 | +10,786 | New | Q1 2026 | Apr 24, 2026 |
| Allianz Asset Management GmbH | History | New | 10,771 | 335 | 0.0% | — | 322 | +10,771 | New | Q1 2026 | May 11, 2026 |
| Callan Family Office, LLC | History | New | 10,670 | 332 | 0.01% | — | 323 | +10,670 | New | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 10,623 | 331 | 0.0% | 0.0% | 324 | +10,394 | 4538.86% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,457 | 326 | 0.0% | 0.0% | 325 | -61,559 | -85.48% | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | New | 10,244 | 319 | 0.01% | — | 326 | +10,244 | New | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 10,157 | 316 | 0.0% | — | 327 | +10,157 | New | Q1 2026 | May 13, 2026 |
| INTRUST BANK NA | History | New | 10,068 | 313 | 0.03% | — | 328 | +10,068 | New | Q1 2026 | May 06, 2026 |
| Seelaus Asset Management LLC | History | New | 10,031 | 312 | 0.22% | — | 329 | +10,031 | New | Q1 2026 | Apr 29, 2026 |
| Frec Markets, Inc. | History | New | 9,966 | 310 | 0.05% | — | 330 | +9,966 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 9,737 | 303 | 0.01% | 0.0% | 331 | +7,475 | 330.46% | Q1 2026 | Apr 06, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 9,665 | 301 | 0.02% | — | 332 | +9,665 | New | Q1 2026 | Apr 28, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 9,640 | 300 | 0.04% | — | 333 | +9,640 | New | Q1 2026 | Apr 30, 2026 |
| Amundi | History | New | 9,364 | 291 | 0.0% | — | 334 | +9,364 | New | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | New | 9,256 | 288 | 0.28% | — | 335 | +9,256 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 9,200 | 286 | 0.0% | 0.03% | 336 | -54,810 | -85.63% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | New | 9,189 | 286 | 0.0% | — | 337 | +9,189 | New | Q1 2026 | Apr 27, 2026 |
| LMR Partners LLP | History | New | 9,172 | 285 | 0.0% | — | 340 | +9,172 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 9,149 | 285 | 0.0% | — | 338 | +9,149 | New | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | New | 9,142 | 285 | 0.0% | — | 339 | +9,142 | New | Q1 2026 | Apr 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 9,227 | 284 | 0.0% | — | 343 | +9,227 | New | Q1 2026 | May 05, 2026 |
| Total Clarity Wealth Management, Inc. | History | New | 9,139 | 284 | 0.07% | — | 342 | +9,139 | New | Q1 2026 | Apr 17, 2026 |
| Sanctuary Advisors, LLC | History | New | 9,122 | 284 | 0.0% | — | 341 | +9,122 | New | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | New | 9,079 | 283 | 0.0% | — | 344 | +9,079 | New | Q1 2026 | Apr 24, 2026 |
| Post Resch Tallon Group Inc. | History | New | 9,200 | 281 | 0.23% | — | 345 | +9,200 | New | Q1 2026 | Apr 08, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 8,734 | 272 | 0.01% | — | 346 | +8,734 | New | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 8,496 | 264 | 0.0% | — | 347 | +8,496 | New | Q1 2026 | May 12, 2026 |
| RWC Asset Management LLP | History | New | 8,445 | 263 | 0.01% | — | 348 | +8,445 | New | Q1 2026 | Apr 27, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 8,365 | 260 | 0.0% | — | 351 | +8,365 | New | Q1 2026 | Apr 27, 2026 |
| HB Wealth Management, LLC | History | New | 8,352 | 260 | 0.0% | — | 350 | +8,352 | New | Q1 2026 | Apr 27, 2026 |
| Avantax Planning Partners, Inc. | History | New | 8,344 | 260 | 0.01% | — | 349 | +8,344 | New | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Added to | 8,313 | 259 | 0.0% | 0.0% | 352 | +1,724 | 26.16% | Q1 2026 | Apr 22, 2026 |
| Cullen Capital Management, LLC | History | New | 8,206 | 255 | 0.0% | — | 353 | +8,206 | New | Q1 2026 | May 15, 2026 |
| denkapparat Operations GmbH | History | New | 8,052 | 251 | 0.1% | — | 355 | +8,052 | New | Q1 2026 | May 11, 2026 |
| Jump Financial, LLC | History | Reduced | 8,081 | 251 | 0.0% | 0.0% | 354 | -5,491 | -40.46% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 8,009 | 249 | 0.0% | 0.0% | 356 | -58,869 | -88.02% | Q1 2026 | May 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 7,843 | 244 | 0.01% | — | 357 | +7,843 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 7,819 | 243 | 0.03% | — | 358 | +7,819 | New | Q1 2026 | May 15, 2026 |
| FOSTER & MOTLEY INC | History | New | 7,777 | 242 | 0.01% | — | 359 | +7,777 | New | Q1 2026 | Apr 21, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 8,044 | 237 | 0.0% | 0.0% | 361 | +7,019 | 684.78% | Q1 2026 | Apr 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,621 | 237 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 7,550 | 235 | 0.0% | — | 362 | +7,550 | New | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | New | 7,216 | 225 | 0.0% | — | 363 | +7,216 | New | Q1 2026 | Apr 15, 2026 |
| SYON CAPITAL LLC | History | New | 7,173 | 223 | 0.01% | — | 366 | +7,173 | New | Q1 2026 | May 13, 2026 |
| CIM INVESTMENT MANAGEMENT INC | History | New | 7,157 | 223 | 0.06% | — | 365 | +7,157 | New | Q1 2026 | May 19, 2026 |
| KBC Group NV | History | Added to | 7,161 | 223 | 0.0% | 0.0% | 364 | +3,371 | 88.94% | Q1 2026 | May 07, 2026 |
| Worth Venture Partners, LLC | History | New | 7,150 | 222 | 0.7% | — | 367 | +7,150 | New | Q1 2026 | May 14, 2026 |
| Interval Partners, LP | History | New | 7,054 | 219 | 0.01% | — | 369 | +7,054 | New | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 7,039 | 219 | 0.0% | — | 368 | +7,039 | New | Q1 2026 | Apr 07, 2026 |
| VAN DEN BERG MANAGEMENT I, INC | History | New | 7,003 | 218 | 0.05% | — | 370 | +7,003 | New | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | New | 6,987 | 217 | 0.01% | — | 371 | +6,987 | New | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | New | 6,987 | 217 | 0.03% | — | 372 | +6,987 | New | Q1 2026 | Apr 28, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 6,799 | 211 | 0.01% | — | 373 | +6,799 | New | Q1 2026 | Apr 24, 2026 |
| Covestor Ltd | History | Reduced | 6,750 | 210 | 0.15% | 0.08% | 374 | -1,214 | -15.24% | Q1 2026 | May 05, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | New | 6,700 | 208 | 0.02% | — | 375 | +6,700 | New | Q1 2026 | Apr 24, 2026 |
| Intrua Financial, LLC | History | New | 6,669 | 207 | 0.02% | — | 377 | +6,669 | New | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Added to | 6,653 | 207 | 0.0% | 0.0% | 376 | +6,239 | 1507.0% | Q1 2026 | May 14, 2026 |
| CHICAGO TRUST Co NA | History | New | 6,627 | 206 | 0.03% | — | 378 | +6,627 | New | Q1 2026 | Apr 24, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 6,482 | 202 | 0.06% | 0.04% | 379 | -2,080 | -24.29% | Q1 2026 | May 14, 2026 |
| MCCARTER PRIVATE WEALTH SERVICES LLC | History | New | 6,466 | 201 | 0.09% | — | 381 | +6,466 | New | Q1 2026 | May 14, 2026 |
| Greenwich Wealth Management LLC | History | New | 6,437 | 201 | 0.01% | — | 380 | +6,437 | New | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 6,080 | 189 | 0.0% | 0.0% | 382 | -75 | -1.22% | Q1 2026 | May 14, 2026 |
| Corient IA LLC | History | New | 6,060 | 188 | 0.18% | — | 383 | +6,060 | New | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,738 | 186 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,676 | 177 | 0.0% | 0.0% | 385 | +2,124 | 59.8% | Q1 2026 | May 01, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 5,564 | 173 | 0.0% | 0.01% | 386 | -52,579 | -90.43% | Q1 2026 | Apr 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,393 | 168 | 0.01% | 0.0% | 387 | +4,298 | 392.51% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 4,708 | 146 | 0.0% | 0.0% | 388 | +3,335 | 242.9% | Q1 2026 | Apr 27, 2026 |
| FEDERATED HERMES, INC. | History | New | 4,661 | 145 | 0.0% | — | 390 | +4,661 | New | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 4,678 | 145 | 0.0% | 0.0% | 389 | +4,562 | 3932.76% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,419 | 137 | 0.01% | 0.0% | 391 | +3,364 | 318.86% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,095 | 127 | 0.0% | 0.0% | 392 | +3,219 | 367.47% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 3,770 | 117 | 0.0% | 0.0% | 393 | +2,210 | 141.67% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Added to | 3,439 | 107 | 0.0% | 0.0% | 394 | +1,528 | 79.96% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 3,092 | 96 | 0.01% | 0.0% | 395 | +1,116 | 56.48% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 2,782 | 86 | 0.0% | 0.0% | 396 | +2,382 | 595.5% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Managment, LLC/ID | History | Reduced | 2,720 | 84 | 0.04% | 0.03% | 397 | -153 | -5.33% | Q1 2026 | May 07, 2026 |
| Quent Capital, LLC | History | Added to | 2,344 | 73 | 0.01% | — | 399 | +2,341 | 78033.33% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,415 | 73 | 0.01% | 0.0% | 398 | +2,064 | 588.03% | Q1 2026 | May 11, 2026 |
| EMC Capital Management | History | No change | 3,497 | 65 | 0.03% | 0.03% | 400 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,459 | 64 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,888 | 59 | 0.0% | 0.0% | 402 | +1,641 | 664.37% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 1,706 | 53 | 0.0% | 0.0% | 403 | +1,651 | 3001.82% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,691 | 52 | 0.0% | 0.0% | 404 | +1,149 | 211.99% | Q1 2026 | Apr 13, 2026 |
| Sankala Group LLC | History | Reduced | 1,500 | 49 | 0.04% | 0.06% | 405 | -1,500 | -50.0% | Q1 2026 | Mar 31, 2026 |
| Ascentis Independent Advisors | History | New | 1,535 | 47 | 0.0% | — | 407 | +1,535 | New | Q1 2026 | Apr 28, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,525 | 47 | 0.01% | — | 406 | +1,525 | New | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 1,501 | 46 | 0.0% | 0.0% | 408 | -359 | -19.3% | Q1 2026 | Apr 30, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | New | 1,451 | 45 | 0.0% | — | 409 | +1,451 | New | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | Added to | 1,436 | 44 | 0.0% | 0.0% | 410 | +1,336 | 1336.0% | Q1 2026 | May 15, 2026 |
| Cetera Trust Company, N.A | History | No change | 1,435 | 44 | 0.02% | 0.01% | 411 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,304 | 40 | 0.0% | — | 413 | +1,263 | 3080.49% | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 1,298 | 40 | 0.0% | 0.0% | 412 | +1,057 | 438.59% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 1,222 | 38 | 0.0% | 0.0% | 414 | +562 | 85.15% | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,195 | 37 | 0.0% | 0.0% | 415 | +443 | 58.91% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,194 | 37 | 0.0% | 0.0% | 416 | -153 | -11.36% | Q1 2026 | Apr 14, 2026 |
| Kilter Group LLC | History | Added to | 1,157 | 36 | 0.02% | 0.0% | 417 | +1,082 | 1442.67% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | New | 1,126 | 35 | 0.0% | — | 420 | +1,126 | New | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,131 | 35 | 0.0% | — | 418 | +1,093 | 2876.32% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,129 | 35 | 0.0% | 0.0% | 419 | +868 | 332.57% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,078 | 34 | 0.0% | 0.0% | 421 | -769 | -41.64% | Q1 2026 | May 15, 2026 |
| Valued Wealth Advisors LLC | History | New | 1,059 | 33 | 0.01% | — | 422 | +1,059 | New | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | New | 1,056 | 32 | 0.0% | — | 423 | +1,056 | New | Q1 2026 | May 12, 2026 |
| Center for Financial Planning, Inc. | History | New | 1,000 | 31 | 0.0% | — | 424 | +1,000 | New | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 944 | 29 | 0.0% | 0.0% | 425 | +221 | 30.57% | Q1 2026 | May 07, 2026 |
| Torren Management, LLC | History | Added to | 839 | 26 | 0.01% | — | 426 | +821 | 4561.11% | Q1 2026 | Apr 30, 2026 |
| Global Wealth Strategies & Associates | History | Added to | 810 | 25 | 0.01% | 0.0% | 428 | +15 | 1.89% | Q1 2026 | Apr 03, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,386 | 25 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | New | 747 | 23 | 0.0% | — | 430 | +747 | New | Q1 2026 | Apr 15, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | No change | 749 | 23 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| EASTERN BANK | History | New | 719 | 22 | 0.0% | — | 431 | +719 | New | Q1 2026 | Apr 07, 2026 |
| Vanguard National Trust Co | History | New | 655 | 20 | 0.0% | — | 433 | +655 | New | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 652 | 20 | 0.0% | 0.0% | 432 | +501 | 331.79% | Q1 2026 | Apr 17, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 586 | 18 | 0.01% | — | 434 | +586 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | New | 577 | 17 | 0.01% | — | 435 | +577 | New | Q1 2026 | May 21, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 528 | 16 | 0.0% | — | 437 | +528 | New | Q1 2026 | Apr 28, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 538 | 16 | 0.0% | — | 436 | +523 | 3486.67% | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 499 | 15 | 0.0% | — | 441 | +498 | 49800.0% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 470 | 15 | 0.0% | — | 439 | +468 | 23400.0% | Q1 2026 | Apr 16, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 489 | 15 | 0.0% | 0.0% | 438 | +378 | 340.54% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 536 | 15 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Triumph Capital Management | History | New | 471 | 14 | 0.0% | — | 442 | +471 | New | Q1 2026 | May 13, 2026 |
| Realta Investment Advisors | History | New | 467 | 14 | 0.0% | — | 443 | +467 | New | Q1 2026 | Apr 22, 2026 |
| MCF Advisors LLC | History | New | 408 | 12 | 0.0% | — | 447 | +408 | New | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 404 | 12 | 0.0% | — | 448 | +404 | New | Q1 2026 | May 08, 2026 |
| Rakuten Securities, Inc. | History | New | 397 | 12 | 0.0% | — | 449 | +397 | New | Q1 2026 | May 01, 2026 |
| Westside Investment Management, Inc. | History | New | 395 | 12 | 0.0% | — | 446 | +395 | New | Q1 2026 | May 04, 2026 |
| Avion Wealth | History | Added to | 397 | 12 | 0.0% | — | 444 | +369 | 1317.86% | Q1 2026 | May 01, 2026 |
| Bare Financial Services, Inc | History | Added to | 398 | 12 | 0.0% | 0.0% | 445 | +38 | 10.56% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Reduced | 368 | 11 | 0.0% | 0.0% | 451 | -1,683 | -82.06% | Q1 2026 | Apr 06, 2026 |
| WealthCollab, LLC | History | Added to | 353 | 11 | 0.0% | — | 453 | +335 | 1861.11% | Q1 2026 | May 13, 2026 |
| Addison Advisors LLC | History | Added to | 377 | 11 | 0.0% | — | 452 | +327 | 654.0% | Q1 2026 | May 08, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 363 | 11 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | New | 339 | 10 | 0.0% | — | 454 | +339 | New | Q1 2026 | Apr 30, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 316 | 9 | 0.0% | — | 456 | +316 | New | Q1 2026 | Apr 14, 2026 |
| AMERIFLEX GROUP, INC. | History | New | 305 | 9 | 0.0% | — | 457 | +305 | New | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 300 | 9 | 0.0% | — | 455 | +300 | New | Q1 2026 | Apr 21, 2026 |
| True Wealth Design, LLC | History | Added to | 281 | 8 | 0.0% | — | 458 | +248 | 751.52% | Q1 2026 | Apr 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 245 | 7 | 0.0% | — | 459 | +245 | New | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | New | 197 | 6 | 0.0% | — | 461 | +197 | New | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 196 | 6 | 0.0% | 0.0% | 460 | +98 | 100.0% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO | History | New | 174 | 5 | 0.0% | — | 465 | +174 | New | Q1 2026 | Apr 28, 2026 |
| Private Wealth Asset Management, LLC | History | Added to | 174 | 5 | 0.0% | — | 463 | +169 | 3380.0% | Q1 2026 | May 06, 2026 |
| Archer Investment Corp | History | Added to | 183 | 5 | 0.0% | — | 462 | +143 | 357.5% | Q1 2026 | May 04, 2026 |
| SageView Advisory Group, LLC | History | No change | 292 | 5 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Prestige Wealth Management Group LLC | History | New | 147 | 4 | 0.0% | — | 467 | +147 | New | Q1 2026 | May 13, 2026 |
| GODSEY & GIBB, INC | History | New | 137 | 4 | 0.0% | — | 466 | +137 | New | Q1 2026 | Apr 20, 2026 |
| Sachetta, LLC | History | New | 136 | 4 | 0.0% | — | 468 | +136 | New | Q1 2026 | May 01, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 124 | 3 | 0.0% | — | 473 | +124 | New | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | New | 124 | 3 | 0.0% | — | 474 | +124 | New | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | New | 123 | 3 | 0.0% | — | 475 | +123 | New | Q1 2026 | Apr 29, 2026 |
| SJS Investment Consulting Inc. | History | New | 102 | 3 | 0.0% | — | 476 | +102 | New | Q1 2026 | Apr 23, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 110 | 3 | 0.0% | — | 471 | +59 | 115.69% | Q1 2026 | Apr 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 105 | 3 | 0.0% | 0.0% | 469 | +30 | 40.0% | Q1 2026 | Apr 23, 2026 |
| Godfrey Financial Associates, Inc. | History | Added to | 125 | 3 | 0.0% | 0.0% | 472 | +20 | 19.05% | Q1 2026 | May 11, 2026 |
| DV EQUITIES, LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mountain Hill Investment Partners Corp. | History | New | 93 | 2 | 0.0% | — | 485 | +93 | New | Q1 2026 | May 01, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 96 | 2 | 0.0% | — | 477 | +91 | 1820.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | New | 90 | 2 | 0.0% | — | 481 | +90 | New | Q1 2026 | Apr 22, 2026 |
| IFM Investors Pty Ltd | History | New | 90 | 2 | 0.0% | — | 482 | +90 | New | Q1 2026 | Apr 23, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 89 | 2 | 0.0% | — | 484 | +89 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Financial Management LLC | History | New | 89 | 2 | 0.0% | — | 486 | +89 | New | Q1 2026 | May 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 87 | 2 | 0.0% | — | 487 | +87 | New | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | New | 83 | 2 | 0.0% | — | 483 | +83 | New | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 82 | 2 | 0.0% | — | 479 | +56 | 215.38% | Q1 2026 | Apr 24, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 65 | 2 | 0.0% | — | 478 | +50 | 333.33% | Q1 2026 | Apr 30, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 92 | 2 | 0.0% | 0.0% | 480 | -7 | -7.07% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | New | 64 | 1 | 0.0% | — | 496 | +64 | New | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | New | 62 | 1 | 0.0% | — | 494 | +62 | New | Q1 2026 | May 11, 2026 |
| Johnson Financial Group, Inc. | History | New | 47 | 1 | 0.0% | — | 495 | +47 | New | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | New | 43 | 1 | 0.0% | — | 493 | +43 | New | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | New | 38 | 1 | 0.0% | — | 497 | +38 | New | Q1 2026 | Apr 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 37 | 1 | 0.0% | — | 492 | +27 | 270.0% | Q1 2026 | Apr 21, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 34 | 1 | 0.0% | — | 491 | +19 | 126.67% | Q1 2026 | May 13, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 40 | 1 | 0.0% | — | 490 | +9 | 29.03% | Q1 2026 | Apr 17, 2026 |
| AdvisorNet Financial, Inc | History | No change | 58 | 1 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | No change | 53 | 1 | 0.0% | — | 489 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -784,784 | -100.0% | Q1 2026 | May 15, 2026 |
| THOMIST CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 2.2% | — | -552,905 | -100.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -277,027 | -100.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -265,612 | -100.0% | Q1 2026 | May 15, 2026 |
| Aberdeen Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -242,523 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.05% | — | -222,358 | -100.0% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -168,844 | -100.0% | Q1 2026 | May 15, 2026 |
| CacheTech Inc. | History | Closed out | 0 | 0 | — | 0.54% | — | -156,553 | -100.0% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150,329 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Adams Wealth Management | History | Closed out | 0 | 0 | — | 0.54% | — | -135,534 | -100.0% | Q1 2026 | May 11, 2026 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.01% | — | -126,475 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -79,458 | -100.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -77,520 | -100.0% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.2% | — | -70,806 | -100.0% | Q1 2026 | May 12, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -60,884 | -100.0% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -59,994 | -100.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -58,618 | -100.0% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -54,982 | -100.0% | Q1 2026 | May 07, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -48,800 | -100.0% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -47,514 | -100.0% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.33% | — | -44,750 | -100.0% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.12% | — | -40,283 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -37,576 | -100.0% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -37,540 | -100.0% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -36,822 | -100.0% | Q1 2026 | Apr 30, 2026 |
| COMMONS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -31,250 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.04% | — | -28,153 | -100.0% | Q1 2026 | May 15, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -26,407 | -100.0% | Q1 2026 | May 13, 2026 |
| Black Maple Capital Management LP | History | Closed out | 0 | 0 | — | 0.3% | — | -23,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,127 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -20,894 | -100.0% | Q1 2026 | May 08, 2026 |
| Patten Group, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -20,707 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,545 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -14,935 | -100.0% | Q1 2026 | May 14, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -14,243 | -100.0% | Q1 2026 | Apr 15, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -12,260 | -100.0% | Q1 2026 | Apr 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,236 | -100.0% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Reduced | 9 | 0 | — | 0.0% | — | -6,438 | -99.86% | Q1 2026 | Apr 27, 2026 |
| Byrne Asset Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,356 | -100.0% | Q1 2026 | Apr 02, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.01% | — | -2,748 | -100.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q1 2026 | May 06, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -434 | -100.0% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Reduced | 1 | 0 | — | 0.0% | — | -216 | -99.54% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q1 2026 | May 15, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -173 | -100.0% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -121 | -100.0% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -103 | -100.0% | Q1 2026 | May 15, 2026 |
| USA FINANCIAL FORMULAS | History | Closed out | 0 | 0 | — | — | — | -42 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Solstein Capital, LLC | History | Closed out | 0 | 0 | — | — | — | -33 | -100.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 28, 2026 |
| Cromwell Holdings LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 30, 2026 |
| Retirement Wealth Solutions LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 07, 2026 |
| Rossby Financial, LCC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | May 11, 2026 |
| Collier Financial | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 24 | 0 | — | — | — | +9 | 60.0% | Q1 2026 | Apr 13, 2026 |
| Signature Equity Partners, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 13, 2026 |
| Quaker Wealth Management, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 10, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q1 2026 | May 06, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q1 2026 | Apr 10, 2026 |
| DANSKE BANK A/S | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 12, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trust Co | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |