SCOTTS MIRACLE-GRO CO - SMG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 4,747,017 | 276,988 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 4,444,656 | 270,279 | 0.0% | 0.0% | 2 | +235,875 | 5.6% | Q1 2026 | May 13, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 3,399,648 | 206,732 | 0.85% | 0.86% | 3 | -53,419 | -1.55% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,503,140 | 152,215 | 0.01% | — | 4 | +2,503,140 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 2,141,195 | 130,206 | 0.01% | 0.0% | 5 | +679,035 | 46.44% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,958,718 | 119,109 | 0.0% | — | 6 | +1,958,718 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,518,922 | 92,365 | 0.0% | 0.0% | 7 | +32,961 | 2.22% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,410,840 | 85,793 | 0.02% | 0.02% | 8 | +124,717 | 9.7% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,289,974 | 78,443 | 0.04% | 0.02% | 9 | +795,970 | 161.13% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,264,437 | 76,888 | 0.13% | 0.13% | 10 | +106,723 | 9.22% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,102,112 | 67,019 | 0.01% | 0.01% | 11 | -8,972 | -0.81% | Q1 2026 | May 14, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 1,087,339 | 66,121 | 1.25% | 1.16% | 12 | +51,148 | 4.94% | Q1 2026 | Apr 24, 2026 |
| ARIEL INVESTMENTS, LLC | History | New | 962,642 | 58,538 | 0.66% | — | 13 | +962,642 | New | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 895,841 | 54,475 | 0.01% | 0.01% | 14 | +72,179 | 8.76% | Q1 2026 | May 07, 2026 |
| Epoch Investment Partners, Inc. | History | New | 823,183 | 50,057 | 0.3% | — | 15 | +823,183 | New | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 820,058 | 49,880 | 0.0% | 0.0% | 16 | +31,752 | 4.03% | Q1 2026 | May 15, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 808,807 | 49,183 | 0.35% | 0.33% | 17 | +71,261 | 9.66% | Q1 2026 | May 15, 2026 |
| Interval Partners, LP | History | Reduced | 757,977 | 46,092 | 1.21% | 0.84% | 18 | -49,084 | -6.08% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 679,520 | 41,321 | 0.17% | 0.18% | 19 | -106,021 | -13.5% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 658,602 | 40,049 | 0.0% | 0.0% | 20 | +92,614 | 16.36% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 597,159 | 36,313 | 0.0% | 0.0% | 21 | +7,541 | 1.28% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 544,253 | 33,096 | 0.01% | 0.01% | 22 | +1,486 | 0.27% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 540,727 | 32,881 | 0.04% | 0.03% | 23 | +74,831 | 16.06% | Q1 2026 | May 08, 2026 |
| NORGES BANK | History | No change | 558,604 | 32,594 | 0.0% | 0.0% | 24 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 534,064 | 32,476 | 0.03% | 0.03% | 25 | +200,269 | 60.0% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 532,152 | 32,360 | 0.0% | 0.0% | 26 | +29,749 | 5.92% | Q1 2026 | May 15, 2026 |
| SG Capital Management LLC | History | Added to | 488,597 | 29,711 | 1.97% | 1.28% | 27 | +260,911 | 114.59% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 463,536 | 28,187 | 0.0% | 0.0% | 28 | +193,654 | 71.76% | Q1 2026 | May 05, 2026 |
| Harvey Partners, LLC | History | Added to | 437,500 | 26,604 | 2.12% | 1.14% | 29 | +217,500 | 98.86% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 433,620 | 26,368 | 0.26% | 0.22% | 30 | +46,450 | 12.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 400,177 | 24,334 | 0.01% | 0.01% | 31 | -61,499 | -13.32% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 394,080 | 23,964 | 0.01% | 0.01% | 32 | +56,519 | 16.74% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 376,381 | 22,887 | 0.03% | 0.03% | 33 | -59,647 | -13.68% | Q1 2026 | May 15, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 374,428 | 22,808 | 1.42% | 1.38% | 34 | -55,361 | -12.88% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 362,531 | 22,045 | 0.16% | 0.04% | 35 | +220,117 | 154.56% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 358,543 | 21,803 | 0.03% | 0.01% | 36 | +119,945 | 50.27% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 319,559 | 19,432 | 0.01% | 0.01% | 37 | -67,229 | -17.38% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 307,417 | 18,694 | 0.0% | 0.0% | 38 | +53,330 | 20.99% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 295,229 | 17,952 | 0.0% | 0.0% | 39 | +187,265 | 173.45% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 289,431 | 17,600 | 0.0% | 0.0% | 40 | +13,235 | 4.79% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 277,263 | 16,860 | 0.0% | — | 41 | +277,263 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 272,781 | 16,587 | 0.02% | 0.02% | 42 | +3,952 | 1.47% | Q1 2026 | May 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 266,606 | 16,212 | 0.02% | 0.05% | 43 | -347,087 | -56.56% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 261,789 | 15,919 | 0.01% | 0.01% | 44 | +51,213 | 24.32% | Q1 2026 | May 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 259,163 | 15,759 | 0.27% | 0.25% | 45 | +5,982 | 2.36% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 223,771 | 13,652 | 0.66% | 0.7% | 46 | -7,195 | -3.12% | Q1 2026 | Apr 27, 2026 |
| Quantinno Capital Management LP | History | Added to | 217,969 | 13,254 | 0.02% | 0.02% | 47 | +14,418 | 7.08% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 217,070 | 13,200 | 0.0% | 0.0% | 48 | +65,217 | 42.95% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 216,755 | 13,180 | 0.0% | 0.0% | 49 | +7,204 | 3.44% | Q1 2026 | Apr 30, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 210,436 | 12,783 | 0.01% | 0.01% | 50 | -10,785 | -4.88% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 205,909 | 12,521 | 0.0% | 0.0% | 51 | -6,751 | -3.17% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 205,295 | 12,342 | 0.0% | 0.0% | 52 | +28,110 | 15.86% | Q1 2026 | May 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 201,475 | 12,251 | 0.78% | 0.66% | 53 | +33,261 | 19.77% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 199,700 | 11,652 | 0.02% | 0.02% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Atom Investors LP | History | Added to | 173,347 | 10,541 | 0.75% | 0.53% | 55 | +59,358 | 52.07% | Q1 2026 | May 15, 2026 |
| MARKEL GROUP INC. | History | No change | 168,000 | 10,216 | 0.09% | 0.08% | 56 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 153,678 | 9,345 | 0.01% | 0.0% | 57 | +123,041 | 401.61% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 145,878 | 8,870 | 0.0% | 0.0% | 58 | -108,912 | -42.75% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 138,284 | 8,409 | 0.0% | 0.0% | 59 | +4,816 | 3.61% | Q1 2026 | May 14, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 129,300 | 7,862 | 0.25% | 0.42% | 60 | -111,550 | -46.32% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 127,959 | 7,781 | 0.02% | 0.02% | 61 | +26,525 | 26.15% | Q1 2026 | May 08, 2026 |
| Compass Wealth Management LLC | History | Added to | 122,467 | 7,447 | 1.84% | 1.72% | 62 | +4,233 | 3.58% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Added to | 118,885 | 7,229 | 0.0% | 0.0% | 63 | +24,704 | 26.23% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 116,617 | 7,091 | 0.0% | 0.0% | 64 | +2,649 | 2.32% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 115,102 | 6,999 | 0.01% | 0.01% | 65 | +2,830 | 2.52% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 114,973 | 6,991 | 0.01% | 0.0% | 66 | +77,115 | 203.7% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 110,157 | 6,698 | 0.0% | 0.0% | 67 | +6,054 | 5.82% | Q1 2026 | May 04, 2026 |
| Madison Asset Management, LLC | History | Reduced | 105,013 | 6,385 | 0.08% | 0.08% | 68 | -7,585 | -6.74% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 92,378 | 5,617 | 0.01% | 0.01% | 69 | -39,182 | -29.78% | Q1 2026 | May 12, 2026 |
| Swiss National Bank | History | Added to | 91,800 | 5,582 | 0.0% | 0.0% | 70 | +700 | 0.77% | Q1 2026 | May 07, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 90,676 | 5,514 | 0.0% | — | 71 | +90,676 | New | Q1 2026 | May 11, 2026 |
| GABELLI FUNDS LLC | History | Added to | 88,100 | 5,357 | 0.04% | 0.03% | 72 | +13,300 | 17.78% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | New | 87,620 | 5,328 | 0.19% | — | 73 | +87,620 | New | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 81,228 | 4,926 | 0.0% | 0.0% | 74 | -7,853 | -8.82% | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | Added to | 79,206 | 4,816 | 0.1% | 0.0% | 75 | +79,170 | 219916.67% | Q1 2026 | May 15, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | New | 79,000 | 4,803 | 0.18% | — | 76 | +79,000 | New | Q1 2026 | Apr 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 70,715 | 4,300 | 0.01% | 0.01% | 77 | -4,455 | -5.93% | Q1 2026 | May 15, 2026 |
| Oak Thistle LLC | History | Added to | 67,870 | 4,127 | 0.4% | 0.2% | 78 | +43,486 | 178.34% | Q1 2026 | Apr 10, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 66,698 | 4,057 | 0.0% | 0.0% | 79 | +43,066 | 182.24% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 66,585 | 4,049 | 0.01% | 0.01% | 80 | +102 | 0.15% | Q1 2026 | Apr 30, 2026 |
| IMC-Chicago, LLC | History | Reduced | 66,100 | 4,019 | 0.0% | 0.0% | 81 | -57,500 | -46.52% | Q1 2026 | May 05, 2026 |
| Darwins River Capital, LP | History | New | 65,020 | 3,953 | 2.12% | — | 82 | +65,020 | New | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 62,401 | 3,794 | 0.02% | 0.01% | 83 | +4,781 | 8.3% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 61,772 | 3,756 | 0.0% | 0.0% | 84 | -7,928 | -11.37% | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 61,357 | 3,731 | 0.01% | 0.01% | 85 | -20,750 | -25.27% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 58,710 | 3,570 | 0.04% | 0.04% | 86 | +6,059 | 11.51% | Q1 2026 | Apr 23, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 56,667 | 3,445 | 0.06% | 0.04% | 87 | +8,044 | 16.54% | Q1 2026 | May 11, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 56,505 | 3,431 | 0.45% | 0.43% | 88 | +2,070 | 3.8% | Q1 2026 | Apr 27, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 54,884 | 3,337 | 0.05% | 0.15% | 89 | -134,793 | -71.06% | Q1 2026 | May 22, 2026 |
| Retirement Systems of Alabama | History | Reduced | 54,788 | 3,331 | 0.01% | 0.04% | 90 | -162,410 | -74.78% | Q1 2026 | Apr 24, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 54,204 | 3,296 | 0.0% | 0.0% | 91 | +2,159 | 4.15% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 54,043 | 3,286 | 0.0% | 0.0% | 92 | +10,372 | 23.75% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 53,937 | 3,279 | 0.0% | 0.0% | 93 | +1,760 | 3.37% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 51,956 | 3,159 | 0.01% | 0.0% | 94 | +31,570 | 154.86% | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 50,586 | 3,076 | 0.01% | 0.02% | 95 | -34,884 | -40.81% | Q1 2026 | May 15, 2026 |
| Intrinsic Edge Capital Management LLC | History | New | 50,000 | 3,040 | 0.5% | — | 96 | +50,000 | New | Q1 2026 | May 18, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 49,965 | 3,038 | 0.16% | 0.14% | 97 | -1,525 | -2.96% | Q1 2026 | Apr 29, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 49,934 | 3,037 | 0.0% | 0.0% | 98 | +4,902 | 10.89% | Q1 2026 | May 15, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 49,056 | 2,983 | 0.16% | 0.12% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 48,810 | 2,968 | 0.05% | 0.03% | 100 | +19,143 | 64.53% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 48,688 | 2,961 | 0.01% | 0.01% | 101 | +542 | 1.13% | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 47,565 | 2,892 | 0.0% | 0.01% | 102 | -673,782 | -93.41% | Q1 2026 | May 14, 2026 |
| ICON ADVISERS INC/CO | History | New | 47,000 | 2,858 | 0.66% | — | 103 | +47,000 | New | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 46,218 | 2,810 | 0.0% | 0.0% | 104 | +20,452 | 79.38% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 47,766 | 2,787 | 0.0% | 0.0% | 105 | -16,422 | -25.58% | Q1 2026 | May 15, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Added to | 45,620 | 2,774 | 0.11% | 0.1% | 106 | +86 | 0.19% | Q1 2026 | May 13, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | New | 44,784 | 2,723 | 0.71% | — | 107 | +44,784 | New | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 43,976 | 2,674 | 0.0% | 0.0% | 108 | +8,576 | 24.23% | Q1 2026 | May 13, 2026 |
| Carolina Wealth Advisors, LLC | History | Added to | 43,933 | 2,671 | 1.11% | 0.02% | 109 | +42,970 | 4462.1% | Q1 2026 | Apr 07, 2026 |
| Tidal Investments LLC | History | Added to | 43,300 | 2,617 | 0.01% | 0.0% | 110 | +14,265 | 49.13% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 42,880 | 2,607 | 0.01% | 0.01% | 111 | -12,121 | -22.04% | Q1 2026 | May 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 41,969 | 2,552 | 0.0% | — | 112 | +41,969 | New | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 41,229 | 2,512 | 0.0% | 0.0% | 113 | +921 | 2.28% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 40,784 | 2,480 | 0.01% | 0.0% | 114 | +17,845 | 77.79% | Q1 2026 | May 08, 2026 |
| ALERUS FINANCIAL NA | History | Reduced | 40,701 | 2,475 | 0.12% | 0.18% | 115 | -23,146 | -36.25% | Q1 2026 | May 12, 2026 |
| BOYAR ASSET MANAGEMENT INC. | History | Added to | 40,189 | 2,443 | 1.39% | 1.06% | 116 | +11,414 | 39.67% | Q1 2026 | May 08, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 39,830 | 2,422 | 0.43% | 0.45% | 117 | -168 | -0.42% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 39,661 | 2,411 | 0.01% | 0.01% | 118 | -3,530 | -8.17% | Q1 2026 | May 12, 2026 |
| Barnett & Company, Inc. | History | Added to | 39,314 | 2,390 | 1.86% | 1.83% | 119 | +400 | 1.03% | Q1 2026 | Apr 30, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | New | 39,300 | 2,389 | 1.43% | — | 120 | +39,300 | New | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 39,142 | 2,380 | 0.02% | 0.02% | 121 | -1,913 | -4.66% | Q1 2026 | May 05, 2026 |
| ExodusPoint Capital Management, LP | History | New | 38,767 | 2,357 | 0.02% | — | 122 | +38,767 | New | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 38,285 | 2,328 | 0.04% | 0.03% | 123 | +11,421 | 42.51% | Q1 2026 | May 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 37,588 | 2,285 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SCHULHOFF & CO INC | History | Added to | 37,293 | 2,267 | 0.93% | 0.91% | 125 | +120 | 0.32% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 37,172 | 2,260 | 0.0% | 0.0% | 126 | -20 | -0.05% | Q1 2026 | May 14, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 37,109 | 2,256 | 0.04% | 0.04% | 127 | +1,311 | 3.66% | Q1 2026 | Apr 13, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 35,930 | 2,184 | 0.84% | 0.79% | 128 | +988 | 2.83% | Q1 2026 | May 15, 2026 |
| GREATMARK INVESTMENT PARTNERS, INC. | History | Added to | 34,915 | 2,123 | 0.25% | 0.23% | 129 | +2,140 | 6.53% | Q1 2026 | Apr 28, 2026 |
| Scott & Selber, Inc. | History | Reduced | 34,695 | 2,109 | 0.54% | 0.51% | 130 | -163 | -0.47% | Q1 2026 | Apr 16, 2026 |
| XTX Topco Ltd | History | New | 33,855 | 2,058 | 0.04% | — | 131 | +33,855 | New | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 33,500 | 2,037 | 0.0% | 0.0% | 132 | -147,364 | -81.48% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | New | 32,500 | 1,976 | 0.04% | — | 133 | +32,500 | New | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 32,215 | 1,958 | 0.01% | 0.01% | 134 | -7,786 | -19.46% | Q1 2026 | May 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 30,925 | 1,880 | 0.02% | 0.05% | 135 | -68,183 | -68.8% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 30,811 | 1,873 | 0.0% | 0.0% | 136 | -579 | -1.84% | Q1 2026 | May 15, 2026 |
| Independent Family Office, LLC | History | No change | 29,342 | 1,784 | 0.73% | 0.71% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 28,170 | 1,713 | 0.0% | 0.0% | 138 | -16,219 | -36.54% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 29,286 | 1,708 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PARTHENON LLC | History | Reduced | 27,535 | 1,674 | 0.19% | 0.18% | 140 | -1,400 | -4.84% | Q1 2026 | Apr 28, 2026 |
| Venture Visionary Partners LLC | History | New | 27,343 | 1,662 | 0.06% | — | 141 | +27,343 | New | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 26,251 | 1,596 | 0.01% | — | 142 | +26,251 | New | Q1 2026 | Apr 30, 2026 |
| Truvestments Capital LLC | History | Added to | 25,672 | 1,561 | 0.28% | 0.0% | 143 | +25,554 | 21655.93% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Reduced | 25,411 | 1,545 | 0.0% | 0.01% | 144 | -20,104 | -44.17% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 25,149 | 1,529 | 0.0% | 0.0% | 145 | -527 | -2.05% | Q1 2026 | May 13, 2026 |
| Econ Financial Services Corp | History | New | 24,352 | 1,480 | 0.69% | — | 146 | +24,352 | New | Q1 2026 | Apr 21, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 24,303 | 1,477 | 0.04% | 0.03% | 147 | +3,935 | 19.32% | Q1 2026 | Apr 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 24,274 | 1,476 | 0.0% | 0.0% | 148 | -8,134 | -25.1% | Q1 2026 | May 15, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Reduced | 24,197 | 1,471 | 0.36% | 0.35% | 149 | -40 | -0.17% | Q1 2026 | Apr 16, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 23,007 | 1,442 | 0.08% | — | 150 | +23,007 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 23,470 | 1,423 | 0.0% | 0.0% | 151 | +8,202 | 53.72% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,279 | 1,415 | 0.0% | 0.0% | 152 | +161 | 0.7% | Q1 2026 | May 08, 2026 |
| PDT Partners, LLC | History | Reduced | 23,220 | 1,412 | 0.08% | 0.23% | 153 | -38,549 | -62.41% | Q1 2026 | May 15, 2026 |
| Investors Research Corp | History | Reduced | 23,034 | 1,400 | 0.27% | 0.25% | 154 | -297 | -1.27% | Q1 2026 | Apr 03, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | No change | 23,000 | 1,399 | 0.02% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 21,967 | 1,335 | 0.01% | 0.01% | 156 | +258 | 1.19% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 21,944 | 1,334 | 0.0% | 0.0% | 157 | +6,240 | 39.74% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 21,902 | 1,331 | 0.01% | 0.01% | 159 | +450 | 2.1% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 21,896 | 1,331 | 0.0% | 0.0% | 158 | +360 | 1.67% | Q1 2026 | Apr 27, 2026 |
| AMALGAMATED BANK | History | Reduced | 20,054 | 1,219 | 0.01% | 0.01% | 160 | -583 | -2.83% | Q1 2026 | May 08, 2026 |
| CM Management, LLC | History | No change | 20,000 | 1,216 | 1.02% | 0.98% | 161 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Virtu Financial LLC | History | New | 19,905 | 1,210 | 0.05% | — | 162 | +19,905 | New | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 19,855 | 1,207 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 20,300 | 1,184 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 19,391 | 1,179 | 0.0% | 0.0% | 165 | -425 | -2.14% | Q1 2026 | May 14, 2026 |
| Mork Capital Management, LLC | History | No change | 19,060 | 1,159 | 0.82% | 0.68% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,112 | 1,141 | 0.0% | 0.01% | 167 | -110,735 | -85.28% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 18,689 | 1,136 | 0.0% | 0.0% | 168 | +401 | 2.19% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 18,393 | 1,118 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 18,315 | 1,113 | 0.0% | — | 170 | +18,315 | New | Q1 2026 | May 08, 2026 |
| Walleye Capital LLC | History | Added to | 18,137 | 1,102 | 0.0% | 0.0% | 171 | +709 | 4.07% | Q1 2026 | May 13, 2026 |
| Freestone Grove Partners LP | History | New | 18,068 | 1,098 | 0.01% | — | 172 | +18,068 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 17,902 | 1,088 | 0.01% | 0.0% | 173 | +13,892 | 346.43% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | New | 17,766 | 1,080 | 0.11% | — | 174 | +17,766 | New | Q1 2026 | May 15, 2026 |
| Pavion Blue Capital, LLC | History | Reduced | 17,733 | 1,078 | 0.47% | 0.45% | 175 | -735 | -3.98% | Q1 2026 | May 06, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 17,340 | 1,054 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 17,276 | 1,050 | 0.01% | 0.01% | 177 | +4,089 | 31.01% | Q1 2026 | May 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 17,126 | 1,041 | 0.01% | 0.01% | 178 | -1,377 | -7.44% | Q1 2026 | May 07, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 16,837 | 1,023 | 0.01% | 0.02% | 179 | -4,354 | -20.55% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 16,736 | 1,017 | 0.0% | 0.0% | 180 | +985 | 6.25% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 16,144 | 982 | 0.0% | 0.0% | 181 | -500 | -3.0% | Q1 2026 | Apr 28, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Reduced | 15,686 | 954 | 0.03% | 0.83% | 182 | -297,503 | -94.99% | Q1 2026 | May 15, 2026 |
| Bridgefront Capital, LLC | History | New | 15,602 | 948 | 0.24% | — | 183 | +15,602 | New | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 15,411 | 937 | 0.0% | — | 184 | +15,411 | New | Q1 2026 | May 13, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 14,862 | 903 | 0.09% | 0.08% | 185 | +675 | 4.76% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 14,394 | 875 | 0.0% | 0.0% | 186 | -16,143 | -52.86% | Q1 2026 | May 12, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Reduced | 14,284 | 868 | 0.03% | 0.03% | 187 | -600 | -4.03% | Q1 2026 | May 11, 2026 |
| Aquatic Capital Management LLC | History | New | 14,095 | 857 | 0.02% | — | 188 | +14,095 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 13,698 | 832 | 0.0% | 0.0% | 189 | +802 | 6.22% | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 13,311 | 810 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,008 | 791 | 0.01% | 0.01% | 191 | -728 | -5.3% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 13,000 | 790 | 0.01% | 0.01% | 192 | +700 | 5.69% | Q1 2026 | Apr 20, 2026 |
| Arizona State Retirement System | History | Reduced | 12,753 | 775 | 0.0% | 0.0% | 193 | -149 | -1.15% | Q1 2026 | May 01, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 12,620 | 767 | 0.31% | 0.3% | 194 | +72 | 0.57% | Q1 2026 | Apr 24, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 12,415 | 754 | 0.0% | 0.0% | 195 | +98 | 0.8% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 12,235 | 744 | 0.0% | 0.0% | 196 | -9,138 | -42.75% | Q1 2026 | May 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 11,954 | 726 | 0.0% | 0.0% | 197 | -17,285 | -59.12% | Q1 2026 | May 15, 2026 |
| Nicollet Investment Management, Inc. | History | Reduced | 11,766 | 715 | 0.24% | 0.22% | 198 | -264 | -2.19% | Q1 2026 | May 13, 2026 |
| Long Road Investment Counsel, LLC | History | No change | 11,675 | 709 | 0.28% | 0.26% | 199 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 11,574 | 703 | 0.0% | 0.0% | 200 | +1,130 | 10.82% | Q1 2026 | May 05, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 11,444 | 695 | 0.0% | — | 201 | +11,444 | New | Q1 2026 | May 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 11,417 | 694 | 0.01% | 0.0% | 202 | +6,721 | 143.12% | Q1 2026 | May 15, 2026 |
| Total Wealth Planning & Management, Inc. | History | Added to | 11,400 | 693 | 0.51% | 0.47% | 203 | +577 | 5.33% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 11,197 | 680 | 0.0% | 0.0% | 204 | +72 | 0.65% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Added to | 11,001 | 668 | 0.0% | 0.0% | 205 | +1,661 | 17.78% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 10,958 | 666 | 0.0% | 0.0% | 206 | +2 | 0.02% | Q1 2026 | May 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 10,800 | 656 | 0.0% | 0.0% | 207 | +300 | 2.86% | Q1 2026 | May 04, 2026 |
| SG Americas Securities, LLC | History | Reduced | 10,696 | 650 | 0.0% | 0.0% | 208 | -3,289 | -23.52% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 10,619 | 645 | 0.0% | 0.0% | 209 | +4,713 | 79.8% | Q1 2026 | May 05, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 10,404 | 633 | 0.02% | 0.02% | 210 | -497 | -4.56% | Q1 2026 | Apr 21, 2026 |
| Ethic Inc. | History | Added to | 10,270 | 624 | 0.01% | 0.0% | 211 | +5,861 | 132.93% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,251 | 623 | 0.0% | 0.0% | 212 | +1,411 | 15.96% | Q1 2026 | Apr 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,200 | 620 | 0.0% | 0.0% | 213 | +400 | 4.08% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 10,011 | 608 | 0.01% | 0.01% | 214 | +64 | 0.64% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 9,803 | 596 | 0.01% | 0.01% | 215 | -130 | -1.31% | Q1 2026 | May 06, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 9,744 | 592 | 0.01% | — | 216 | +9,744 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 9,560 | 581 | 0.01% | 0.04% | 217 | -51,359 | -84.31% | Q1 2026 | May 14, 2026 |
| Penn Capital Management Company, LLC | History | New | 9,286 | 578 | 0.04% | — | 218 | +9,286 | New | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 9,265 | 563 | 0.0% | 0.0% | 219 | -153 | -1.62% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 9,126 | 554 | 0.01% | 0.01% | 220 | +200 | 2.24% | Q1 2026 | Apr 29, 2026 |
| BURNEY CO/ | History | Reduced | 9,027 | 548 | 0.02% | 0.02% | 221 | -564 | -5.88% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 8,806 | 535 | 0.0% | 0.0% | 222 | +3,677 | 71.69% | Q1 2026 | Apr 27, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 8,721 | 530 | 0.02% | 0.01% | 223 | +862 | 10.97% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 8,555 | 520 | 0.0% | — | 224 | +8,555 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,410 | 511 | 0.0% | 0.0% | 225 | +8,155 | 3198.04% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,412 | 511 | 0.0% | 0.0% | 226 | +4,203 | 99.86% | Q1 2026 | May 15, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 8,300 | 505 | 0.02% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TradeLink Capital LLC | History | Added to | 8,209 | 500 | 3.78% | 1.88% | 229 | +4,177 | 103.6% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 8,233 | 500 | 0.02% | 0.01% | 228 | +85 | 1.04% | Q1 2026 | May 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 8,219 | 499 | 0.0% | 0.0% | 230 | +957 | 13.18% | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 8,123 | 494 | 0.0% | 0.0% | 231 | -106 | -1.29% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 7,950 | 483 | 0.0% | 0.0% | 232 | -1,942 | -19.63% | Q1 2026 | Apr 22, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 7,908 | 480 | 0.05% | 0.05% | 233 | -1,418 | -15.2% | Q1 2026 | Apr 29, 2026 |
| PARK CIRCLE Co | History | New | 7,820 | 475 | 0.44% | — | 234 | +7,820 | New | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 7,785 | 473 | 0.32% | 0.29% | 235 | +263 | 3.5% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,594 | 461 | 0.0% | 0.0% | 236 | +1,383 | 22.27% | Q1 2026 | Apr 22, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 7,559 | 459 | 0.01% | 0.01% | 237 | -98 | -1.28% | Q1 2026 | Apr 21, 2026 |
| Basepoint Wealth LLC | History | Reduced | 7,477 | 454 | 0.26% | 0.35% | 238 | -2,521 | -25.22% | Q1 2026 | May 07, 2026 |
| First Pacific Advisors, LP | History | New | 7,357 | 447 | 0.01% | — | 239 | +7,357 | New | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 7,151 | 434 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Belpointe Asset Management LLC | History | New | 7,075 | 430 | 0.02% | — | 241 | +7,075 | New | Q1 2026 | Apr 28, 2026 |
| Centerstone Investors, LLC | History | No change | 7,357 | 429 | 1.35% | 1.35% | 242 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Cerity Partners LLC | History | Added to | 7,000 | 425 | 0.0% | 0.0% | 244 | +1,283 | 22.44% | Q1 2026 | May 15, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 7,000 | 425 | 0.06% | 0.06% | 243 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 6,863 | 417 | 0.01% | 0.03% | 245 | -13,634 | -66.52% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 6,816 | 415 | 0.0% | 0.0% | 246 | +6,764 | 13007.69% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 6,782 | 412 | 0.0% | 0.0% | 247 | -2,375 | -25.94% | Q1 2026 | Apr 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,553 | 398 | 0.0% | 0.0% | 248 | +2,088 | 46.76% | Q1 2026 | May 14, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Reduced | 6,336 | 385 | 0.05% | 0.05% | 249 | -176 | -2.7% | Q1 2026 | Apr 09, 2026 |
| Caprock Group, LLC | History | New | 6,236 | 379 | 0.01% | — | 250 | +6,236 | New | Q1 2026 | May 11, 2026 |
| Metis Global Partners, LLC | History | No change | 6,215 | 377 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,863 | 374 | 0.0% | 0.0% | 252 | -1,611 | -21.55% | Q1 2026 | Apr 08, 2026 |
| CWM, LLC | History | Reduced | 6,122 | 372 | 0.0% | 0.0% | 253 | -268 | -4.19% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 6,101 | 371 | 0.0% | 0.0% | 254 | +770 | 14.44% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | Added to | 6,026 | 366 | 0.02% | 0.01% | 255 | +1,375 | 29.56% | Q1 2026 | May 13, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 6,003 | 365 | 0.02% | 0.02% | 256 | -122 | -1.99% | Q1 2026 | May 08, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,934 | 360 | 0.02% | 0.01% | 257 | +1,244 | 26.52% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 5,900 | 358 | 0.0% | 0.0% | 258 | -5,600 | -48.7% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 5,847 | 355 | 0.0% | 0.0% | 259 | -543 | -8.5% | Q1 2026 | May 07, 2026 |
| CV Advisors LLC | History | No change | 5,800 | 352 | 0.1% | 0.09% | 260 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 5,745 | 349 | 0.02% | 0.01% | 261 | -139 | -2.36% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 5,718 | 347 | 0.01% | 0.01% | 262 | +2,066 | 56.57% | Q1 2026 | Apr 29, 2026 |
| AGP FRANKLIN, LLC | History | New | 5,696 | 346 | 0.17% | — | 263 | +5,696 | New | Q1 2026 | Apr 17, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 5,532 | 336 | 0.01% | 0.01% | 264 | +730 | 15.2% | Q1 2026 | Apr 10, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 5,689 | 331 | 0.06% | 0.06% | 265 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 5,405 | 328 | 0.0% | — | 266 | +5,405 | New | Q1 2026 | May 13, 2026 |
| XPONANCE LLC | History | Added to | 5,335 | 324 | 0.0% | 0.0% | 267 | +1,252 | 30.66% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Reduced | 5,300 | 322 | 0.0% | 0.01% | 268 | -89,493 | -94.41% | Q1 2026 | May 08, 2026 |
| Baader Bank Aktiengesellschaft | History | Added to | 5,193 | 311 | 0.02% | 0.02% | 269 | +193 | 3.86% | Q1 2026 | May 08, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,082 | 309 | 0.0% | 0.0% | 270 | +363 | 7.69% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,074 | 308 | 0.0% | 0.0% | 271 | +667 | 15.14% | Q1 2026 | May 06, 2026 |
| Daiwa Securities Group Inc. | History | No change | 5,077 | 308 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stephens Consulting, LLC | History | No change | 5,242 | 305 | 0.1% | 0.1% | 273 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 5,009 | 304 | 0.0% | 0.0% | 274 | +2,378 | 90.38% | Q1 2026 | May 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 4,917 | 299 | 0.03% | 0.04% | 275 | -2,605 | -34.63% | Q1 2026 | May 12, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 4,771 | 297 | 0.01% | — | 276 | +4,771 | New | Q1 2026 | May 01, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,857 | 295 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 4,759 | 289 | 0.0% | — | 278 | +4,759 | New | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 4,724 | 287 | 0.03% | 0.05% | 279 | -2,807 | -37.27% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | New | 4,660 | 283 | 0.0% | — | 280 | +4,660 | New | Q1 2026 | May 14, 2026 |
| RMR Wealth Builders | History | No change | 4,601 | 279 | 0.02% | 0.02% | 281 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 4,578 | 278 | 0.01% | — | 282 | +4,578 | New | Q1 2026 | Apr 27, 2026 |
| DMC Group, LLC | History | Added to | 4,520 | 274 | 0.19% | 0.16% | 283 | +335 | 8.0% | Q1 2026 | Apr 30, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 4,352 | 264 | 0.0% | 0.0% | 284 | -6,971 | -61.56% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,280 | 260 | 0.0% | 0.0% | 285 | +61 | 1.45% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | New | 4,141 | 258 | 0.01% | — | 286 | +4,141 | New | Q1 2026 | Apr 17, 2026 |
| Sowell Financial Services LLC | History | Reduced | 4,178 | 254 | 0.01% | 0.01% | 287 | -10 | -0.24% | Q1 2026 | Apr 20, 2026 |
| Whetstone Capital Advisors, LLC | History | Added to | 4,056 | 246 | 0.09% | 0.07% | 288 | +215 | 5.6% | Q1 2026 | May 15, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 4,032 | 245 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MidFirst Bank | History | No change | 4,000 | 243 | 0.02% | 0.02% | 290 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PFG Investments, LLC | History | Added to | 3,700 | 225 | 0.01% | 0.01% | 292 | +46 | 1.26% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 3,711 | 225 | 0.0% | 0.0% | 291 | -36 | -0.96% | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 3,687 | 224 | 0.0% | — | 293 | +3,687 | New | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 3,552 | 215 | 0.0% | 0.0% | 294 | -23 | -0.64% | Q1 2026 | May 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 3,294 | 200 | 0.01% | 0.01% | 295 | +145 | 4.6% | Q1 2026 | May 01, 2026 |
| GAMMA Investing LLC | History | Added to | 2,982 | 181 | 0.01% | 0.01% | 296 | +204 | 7.34% | Q1 2026 | Apr 06, 2026 |
| AlphaQuest LLC | History | No change | 3,089 | 180 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 2,897 | 176 | 0.0% | 0.02% | 298 | -178,815 | -98.41% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,790 | 170 | 0.0% | 0.0% | 299 | -67 | -2.35% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Reduced | 2,769 | 168 | 0.0% | 0.01% | 300 | -971 | -25.96% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Added to | 2,413 | 146 | 0.03% | 0.01% | 302 | +1,087 | 81.98% | Q1 2026 | May 15, 2026 |
| Wellington Shields & Co., LLC | History | Added to | 2,415 | 146 | 0.04% | 0.03% | 301 | +46 | 1.94% | Q1 2026 | May 04, 2026 |
| Abound Wealth Management | History | Added to | 2,395 | 145 | 0.03% | 0.03% | 303 | +23 | 0.97% | Q1 2026 | Apr 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,358 | 143 | 0.0% | 0.0% | 304 | +187 | 8.61% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 2,223 | 135 | 0.01% | 0.01% | 306 | -89 | -3.85% | Q1 2026 | May 01, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 2,225 | 135 | 0.01% | 0.01% | 305 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 2,000 | 121 | 0.02% | 0.02% | 308 | -1 | -0.05% | Q1 2026 | May 04, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,998 | 121 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 2,000 | 116 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,971 | 115 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 1,817 | 110 | 0.06% | 0.06% | 311 | +17 | 0.94% | Q1 2026 | Apr 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,787 | 109 | 0.0% | 0.0% | 312 | +824 | 85.57% | Q1 2026 | May 01, 2026 |
| Friedenthal Financial | History | New | 1,585 | 96 | 0.05% | — | 313 | +1,585 | New | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1,482 | 90 | 0.0% | 0.0% | 314 | -521 | -26.01% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,468 | 89 | 0.0% | — | 317 | +1,468 | New | Q1 2026 | Apr 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,467 | 89 | 0.0% | 0.0% | 316 | -1,116 | -43.21% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 1,465 | 89 | 0.0% | 0.0% | 315 | +487 | 49.8% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,445 | 87 | 0.0% | 0.0% | 318 | -475 | -24.74% | Q1 2026 | May 14, 2026 |
| CENTRAL TRUST Co | History | No change | 1,410 | 85 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LRI Investments, LLC | History | No change | 1,375 | 83 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| KBC Group NV | History | No change | 1,347 | 82 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,300 | 79 | 0.0% | 0.0% | 322 | -12,933 | -90.87% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | No change | 1,198 | 78 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,249 | 75 | 0.0% | 0.0% | 324 | +101 | 8.8% | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,219 | 74 | 0.0% | 0.0% | 325 | +1,059 | 661.88% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,328 | 72 | 0.02% | 0.02% | 326 | +412 | 44.98% | Q1 2026 | May 13, 2026 |
| FIRST COMMUNITY TRUST NA | History | Reduced | 1,170 | 71 | 0.05% | 0.06% | 327 | -150 | -11.36% | Q1 2026 | Apr 16, 2026 |
| Crews Bank & Trust | History | No change | 1,158 | 70 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 1,146 | 69 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BankPlus Trust Department | History | No change | 1,130 | 68 | 0.02% | 0.02% | 330 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 1,050 | 63 | 0.0% | 0.0% | 332 | -340 | -24.46% | Q1 2026 | May 04, 2026 |
| STRS OHIO | History | Reduced | 1,044 | 63 | 0.0% | 0.0% | 331 | -2 | -0.19% | Q1 2026 | Apr 24, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 1,050 | 63 | 0.1% | 0.09% | 333 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,000 | 58 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 906 | 55 | 0.0% | 0.0% | 335 | -154 | -14.53% | Q1 2026 | May 08, 2026 |
| Hilltop National Bank | History | Added to | 903 | 54 | 0.01% | 0.01% | 338 | +34 | 3.91% | Q1 2026 | Apr 02, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 942 | 54 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 900 | 54 | 0.01% | 0.01% | 337 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 868 | 52 | 0.05% | — | 340 | +868 | New | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 871 | 52 | 0.0% | 0.0% | 339 | -200 | -18.67% | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 732 | 44 | 0.0% | 0.0% | 341 | +8 | 1.1% | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | Added to | 710 | 43 | 0.0% | 0.0% | 342 | +289 | 68.65% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 696 | 42 | 0.0% | 0.0% | 343 | +155 | 28.65% | Q1 2026 | May 14, 2026 |
| Frazier Financial Advisors, LLC | History | Reduced | 688 | 41 | 0.02% | 0.02% | 344 | -15 | -2.13% | Q1 2026 | May 05, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 648 | 39 | 0.0% | 0.49% | 345 | -121,632 | -99.47% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 590 | 35 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 575 | 34 | 0.02% | 0.02% | 347 | -4 | -0.69% | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | Reduced | 550 | 33 | 0.01% | 0.01% | 348 | -100 | -15.38% | Q1 2026 | May 04, 2026 |
| Key Capital Management, INC | History | Added to | 534 | 32 | 0.02% | 0.03% | 350 | +39 | 7.88% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Added to | 542 | 32 | 0.0% | 0.0% | 349 | +5 | 0.93% | Q1 2026 | Apr 22, 2026 |
| Park Place Capital Corp | History | No change | 453 | 27 | 0.01% | 0.01% | 351 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 420 | 25 | 0.0% | — | 353 | +420 | New | Q1 2026 | May 07, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 422 | 25 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Neo Ivy Capital Management | History | New | 383 | 23 | 0.01% | — | 354 | +383 | New | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 363 | 22 | 0.0% | 0.0% | 356 | -526 | -59.17% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 365 | 22 | 0.0% | 0.0% | 357 | -6 | -1.62% | Q1 2026 | Apr 07, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 375 | 22 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 355 | 21 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Triumph Capital Management | History | No change | 300 | 18 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 18 | 0.01% | 0.01% | 360 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 271 | 17 | 0.0% | 0.0% | 361 | +78 | 40.41% | Q1 2026 | May 06, 2026 |
| Leonteq Securities AG | History | No change | 220 | 13 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 205 | 12 | 0.0% | 0.0% | 366 | -103 | -33.44% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 206 | 12 | 0.0% | 0.0% | 364 | +17 | 8.99% | Q1 2026 | May 14, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 200 | 12 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 206 | 12 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 196 | 11 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 186 | 11 | 0.0% | 0.0% | 368 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 166 | 10 | 0.0% | 0.0% | 369 | +105 | 172.13% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 168 | 10 | 0.0% | 0.0% | 370 | +36 | 27.27% | Q1 2026 | May 15, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 180 | 10 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | New | 155 | 9 | 0.0% | — | 373 | +155 | New | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 152 | 9 | 0.0% | 0.0% | 372 | +34 | 28.81% | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 146 | 8 | 0.0% | 0.0% | 376 | +77 | 111.59% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 132 | 8 | 0.0% | 0.0% | 374 | -11 | -7.69% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 137 | 8 | 0.0% | 0.0% | 375 | +10 | 7.87% | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Reduced | 112 | 7 | 0.0% | 0.02% | 378 | -549 | -83.06% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 120 | 7 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BAYBAN | History | No change | 128 | 7 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 100 | 6 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bernard Wealth Management Corp. | History | No change | 100 | 6 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 91 | 5 | 0.0% | — | 384 | +91 | New | Q1 2026 | Apr 30, 2026 |
| High Note Wealth, LLC | History | New | 85 | 5 | 0.0% | — | 385 | +85 | New | Q1 2026 | May 11, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 91 | 5 | 0.0% | 0.0% | 383 | +48 | 111.63% | Q1 2026 | Apr 29, 2026 |
| Clearstead Trust, LLC | History | No change | 98 | 5 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Destiny Wealth Partners, LLC | History | New | 79 | 4 | 0.0% | — | 392 | +79 | New | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 71 | 4 | 0.0% | — | 393 | +71 | New | Q1 2026 | Apr 06, 2026 |
| TD Capital Management LLC | History | Added to | 67 | 4 | 0.0% | 0.0% | 386 | +39 | 139.29% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 82 | 4 | 0.0% | 0.0% | 391 | +26 | 46.43% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 67 | 4 | 0.0% | 0.0% | 388 | +15 | 28.85% | Q1 2026 | May 11, 2026 |
| Cornerstone Planning Group LLC | History | Reduced | 80 | 4 | 0.0% | 0.0% | 390 | -5 | -5.88% | Q1 2026 | May 06, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 67 | 4 | 0.0% | 0.0% | 389 | +1 | 1.52% | Q1 2026 | Apr 22, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 63 | 4 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 66 | 3 | 0.0% | 0.01% | 398 | -195 | -74.71% | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 53 | 3 | 0.0% | 0.0% | 394 | +26 | 96.3% | Q1 2026 | Apr 22, 2026 |
| True Wealth Design, LLC | History | Added to | 52 | 3 | 0.0% | 0.0% | 397 | +10 | 23.81% | Q1 2026 | Apr 13, 2026 |
| Pflug Koory, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Golden State Wealth Management, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 37 | 2 | 0.0% | 0.0% | 399 | -277 | -88.22% | Q1 2026 | May 07, 2026 |
| CVA Family Office, LLC | History | New | 47 | 2 | 0.0% | — | 408 | +47 | New | Q1 2026 | Apr 29, 2026 |
| SHP Wealth Management | History | Added to | 39 | 2 | 0.0% | 0.0% | 403 | +1 | 2.63% | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 36 | 2 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| McIlrath & Eck, LLC | History | No change | 41 | 2 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Bogart Wealth, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MTM Investment Management, LLC | History | No change | 43 | 2 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bank & Trust Co | History | No change | 35 | 2 | 0.0% | 0.0% | 405 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Millstone Evans Group, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sankala Group LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 32 | 1 | 0.0% | 0.01% | 410 | -1,072 | -97.1% | Q1 2026 | Apr 30, 2026 |
| City State Bank | History | New | 25 | 1 | 0.0% | — | 422 | +25 | New | Q1 2026 | Apr 20, 2026 |
| Fortitude Family Office, LLC | History | Added to | 30 | 1 | 0.0% | — | 414 | +23 | 328.57% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 20 | 1 | 0.0% | — | 423 | +20 | New | Q1 2026 | May 08, 2026 |
| NBT BANK N A /NY | History | New | 17 | 1 | 0.0% | — | 421 | +17 | New | Q1 2026 | Apr 28, 2026 |
| Bare Financial Services, Inc | History | Added to | 17 | 1 | 0.0% | — | 415 | +8 | 88.89% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Reduced | 26 | 1 | 0.0% | 0.0% | 418 | -2 | -7.14% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 21 | 1 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | No change | 25 | 1 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | No change | 28 | 1 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Red Tortoise LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sachetta, LLC | History | No change | 24 | 1 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Westfuller Advisors, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 419 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vision Retirement, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.09% | — | -566,285 | -100.0% | Q1 2026 | May 15, 2026 |
| IBEX WEALTH ADVISORS | History | Closed out | 0 | 0 | — | 0.62% | — | -109,092 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Clearline Capital LP | History | Closed out | 0 | 0 | — | 0.31% | — | -108,454 | -100.0% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.03% | — | -73,800 | -100.0% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -73,700 | -100.0% | Q1 2026 | May 15, 2026 |
| SCS Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -65,470 | -100.0% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54,500 | -100.0% | Q1 2026 | May 14, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -49,903 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.1% | — | -37,958 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37,900 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -37,209 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -36,176 | -100.0% | Q1 2026 | May 14, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -30,218 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -25,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -25,587 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.22% | — | -23,905 | -100.0% | Q1 2026 | May 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -23,454 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -20,256 | -100.0% | Q1 2026 | May 14, 2026 |
| Maven Securities LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -19,342 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -18,239 | -100.0% | Q1 2026 | Apr 27, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.22% | — | -16,651 | -100.0% | Q1 2026 | May 13, 2026 |
| BRIAN LOW FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.62% | — | -14,913 | -100.0% | Q1 2026 | Apr 20, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,248 | -100.0% | Q1 2026 | May 01, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,326 | -100.0% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,167 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -4,899 | -100.0% | Q1 2026 | May 15, 2026 |
| Optimize Financial Inc | History | Closed out | 0 | 0 | — | 0.14% | — | -4,778 | -100.0% | Q1 2026 | May 12, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,565 | -100.0% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,565 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,103 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,750 | -100.0% | Q1 2026 | May 07, 2026 |
| SENTRY INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -775 | -100.0% | Q1 2026 | May 07, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -666 | -98.09% | Q1 2026 | May 01, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -405 | -100.0% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 12, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -115 | -100.0% | Q1 2026 | May 06, 2026 |
| Nvest Wealth Strategies, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 04, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | May 15, 2026 |
| Garner Asset Management Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -70 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1 | 0 | — | 0.0% | — | -61 | -98.39% | Q1 2026 | Apr 14, 2026 |
| Quent Capital, LLC | History | Reduced | 12 | 0 | — | 0.0% | — | -31 | -72.09% | Q1 2026 | Apr 28, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -14 | -73.68% | Q1 2026 | Apr 15, 2026 |
| Synergy Investment Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 14, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 30, 2026 |
| Blue Trust, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 20, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 8 | 0 | — | — | — | -7 | -46.67% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 21, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q1 2026 | Apr 14, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Added to | 15 | 0 | — | — | — | +2 | 15.38% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 16 | 0 | — | — | — | +1 | 6.67% | Q1 2026 | Apr 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q1 2026 | Apr 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q1 2026 | Apr 08, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hurley Capital, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sunbelt Securities, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Corp | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cromwell Holdings LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DecisionPoint Financial, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SWAN Capital LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Private Wealth Management Group, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Monetary Solutions, Ltd | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |