Schneider National, Inc. - SNDR
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 | 6,868,176 | 181,045 | 0.0% | 0.0% | 1 | +122,426 | 1.81% | Q1 2026 | May 13, 2026 |
| Blueprint Investment Partners LLC | History | Added to | 6,100,413 | 160,806 | 16.4% | 17.25% | 2 | +22,000 | 0.36% | Q1 2026 | May 15, 2026 |
| Blueprint Financial Advisors LLC | History | Added to | 6,100,413 | 160,806 | 23.83% | 24.6% | 3 | +22,000 | 0.36% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 5,015,141 | 132,194 | 0.03% | 0.03% | 4 | +158,118 | 3.26% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 4,504,830 | 119,513 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,963,897 | 78,128 | 0.0% | — | 6 | +2,963,897 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,469,727 | 64,817 | 0.03% | 0.03% | 7 | +392,272 | 18.88% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,402,218 | 63,322 | 0.0% | — | 8 | +2,402,218 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,277,720 | 60,040 | 0.04% | 0.04% | 9 | +130,406 | 6.07% | Q1 2026 | May 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 2,160,106 | 56,940 | 1.08% | 0.93% | 10 | +334,572 | 18.33% | Q1 2026 | Apr 24, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 2,077,769 | 54,769 | 0.23% | 0.23% | 11 | +19,047 | 0.93% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,993,186 | 52,540 | 0.09% | 0.07% | 12 | +610,020 | 44.1% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,977,417 | 52,124 | 0.0% | 0.0% | 13 | -69,330 | -3.39% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,890,176 | 50,014 | 0.0% | 0.0% | 14 | +88,876 | 4.93% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,779,611 | 46,910 | 0.01% | 0.01% | 15 | -36,476 | -2.01% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,752,240 | 46,189 | 0.02% | 0.02% | 16 | +263,022 | 17.66% | Q1 2026 | May 15, 2026 |
| Hood River Capital Management LLC | History | Added to | 1,728,597 | 45,565 | 0.46% | 0.3% | 17 | +701,863 | 68.36% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,288,084 | 33,953 | 0.04% | 0.04% | 18 | -55,132 | -4.1% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 1,232,355 | 32,485 | 0.29% | 0.4% | 19 | -517,322 | -29.57% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 1,004,631 | 26,482 | 0.04% | 0.04% | 20 | +15,254 | 1.54% | Q1 2026 | May 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 897,460 | 23,662 | 0.0% | 0.0% | 21 | +75,323 | 9.16% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 862,782 | 22,742 | 0.0% | 0.0% | 22 | +83,674 | 10.74% | Q1 2026 | May 15, 2026 |
| SCHMIDT P J INVESTMENT MANAGEMENT INC | History | Reduced | 834,009 | 21,984 | 3.7% | 3.69% | 23 | -20,945 | -2.45% | Q1 2026 | Apr 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 811,283 | 21,385 | 0.0% | 0.0% | 24 | +557 | 0.07% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 589,041 | 15,527 | 0.07% | 0.07% | 25 | -105,605 | -15.2% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 565,283 | 14,900 | 0.05% | 0.07% | 26 | -137,951 | -19.62% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 559,551 | 14,749 | 0.02% | 0.02% | 27 | +19,732 | 3.66% | Q1 2026 | May 08, 2026 |
| Goodman Financial Corp | History | Added to | 547,848 | 14,441 | 2.48% | 2.67% | 28 | +15,503 | 2.91% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 510,888 | 13,467 | 0.01% | 0.01% | 29 | +63,483 | 14.19% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 507,902 | 13,388 | 0.0% | 0.0% | 30 | +24,560 | 5.08% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 489,640 | 12,906 | 0.0% | 0.0% | 31 | +109,956 | 28.96% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 322,450 | 8,499 | 0.0% | 0.0% | 32 | +14,474 | 4.7% | Q1 2026 | May 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 311,706 | 8,216 | 0.0% | — | 33 | +311,706 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 296,292 | 7,810 | 0.0% | 0.0% | 34 | +5,394 | 1.85% | Q1 2026 | May 11, 2026 |
| Nuveen, LLC | History | Added to | 292,169 | 7,701 | 0.0% | 0.0% | 35 | +43,622 | 17.55% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 291,898 | 7,694 | 0.0% | 0.0% | 36 | +3,818 | 1.33% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 291,413 | 7,633 | 0.01% | 0.0% | 37 | +154,032 | 112.12% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 286,112 | 7,541 | 0.01% | 0.01% | 38 | -77 | -0.03% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 278,217 | 7,333 | 0.0% | 0.0% | 39 | +98,354 | 54.68% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 260,210 | 6,859 | 0.02% | 0.02% | 40 | -15,785 | -5.72% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 256,870 | 6,771 | 0.0% | 0.0% | 41 | -168,714 | -39.64% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 241,568 | 6,367 | 0.0% | 0.0% | 42 | +4,897 | 2.07% | Q1 2026 | May 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 235,693 | 6,212 | 0.0% | 0.01% | 43 | -230,528 | -49.45% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 207,308 | 5,464 | 0.0% | 0.0% | 44 | -4,283 | -2.02% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 205,495 | 5,416 | 0.0% | 0.0% | 45 | -424,028 | -67.36% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 204,449 | 5,389 | 0.0% | 0.0% | 46 | -33,953 | -14.24% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 189,605 | 4,997 | 0.04% | 0.03% | 47 | +68,837 | 57.0% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 181,262 | 4,778 | 0.0% | 0.0% | 48 | +12,734 | 7.56% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 178,262 | 4,698 | 0.01% | 0.02% | 49 | +5,698 | 3.3% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 165,000 | 4,377 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Hudson Bay Capital Management LP | History | New | 162,282 | 4,277 | 0.01% | — | 51 | +162,282 | New | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 153,600 | 4,048 | 0.01% | 0.0% | 52 | +125,000 | 437.06% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | New | 151,976 | 4,006 | 0.02% | — | 53 | +151,976 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 144,204 | 3,801 | 0.0% | 0.0% | 54 | +28,176 | 24.28% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | Added to | 134,274 | 3,539 | 0.1% | 0.09% | 55 | +12,409 | 10.18% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 132,630 | 3,496 | 0.0% | 0.0% | 56 | -6,732 | -4.83% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 129,303 | 3,408 | 0.0% | 0.0% | 57 | -4,746 | -3.54% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 127,508 | 3,361 | 0.0% | 0.0% | 58 | +25,126 | 24.54% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 124,183 | 3,273 | 0.04% | 0.04% | 59 | -1,741 | -1.38% | Q1 2026 | Apr 23, 2026 |
| BESSEMER GROUP INC | History | Reduced | 119,940 | 3,162 | 0.0% | 0.0% | 60 | -386 | -0.32% | Q1 2026 | May 06, 2026 |
| Legal & General Group Plc | History | Reduced | 118,903 | 3,134 | 0.0% | 0.0% | 61 | -6,251 | -4.99% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 115,096 | 3,034 | 0.0% | 0.0% | 62 | -12,781 | -9.99% | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | No change | 114,955 | 3,030 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Edgestream Partners, L.P. | History | New | 113,602 | 2,994 | 0.1% | — | 64 | +113,602 | New | Q1 2026 | May 18, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 111,241 | 2,933 | 0.01% | 0.01% | 65 | -19,851 | -15.14% | Q1 2026 | May 01, 2026 |
| Swiss National Bank | History | No change | 109,100 | 2,875 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 107,817 | 2,842 | 0.1% | 0.06% | 67 | +36,798 | 51.81% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 104,455 | 2,753 | 0.1% | 0.12% | 68 | -33,584 | -24.33% | Q1 2026 | May 15, 2026 |
| Bullseye Asset Management LLC | History | No change | 104,130 | 2,745 | 1.59% | 1.49% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 99,231 | 2,615 | 0.0% | 0.0% | 70 | -3,286 | -3.21% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 86,907 | 2,290 | 0.0% | 0.0% | 71 | -34,226 | -28.25% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 84,691 | 2,232 | 0.0% | — | 72 | +84,691 | New | Q1 2026 | May 15, 2026 |
| Oak Thistle LLC | History | New | 74,888 | 1,974 | 0.19% | — | 73 | +74,888 | New | Q1 2026 | Apr 10, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 74,702 | 1,969 | 0.02% | 0.02% | 74 | +10,485 | 16.33% | Q1 2026 | Apr 27, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 62,827 | 1,953 | 0.11% | 0.1% | 75 | +5,099 | 8.83% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 73,423 | 1,935 | 0.03% | 0.02% | 76 | +28,682 | 64.11% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 72,962 | 1,923 | 0.02% | 0.02% | 77 | -4,906 | -6.3% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 64,722 | 1,706 | 0.0% | 0.0% | 78 | +14,198 | 28.1% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 64,475 | 1,699 | 0.01% | 0.01% | 79 | +1,282 | 2.03% | Q1 2026 | May 11, 2026 |
| Focus Partners Wealth | History | Added to | 59,528 | 1,631 | 0.0% | 0.0% | 80 | +2,436 | 4.27% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 61,501 | 1,621 | 0.0% | 0.0% | 81 | +416 | 0.68% | Q1 2026 | May 11, 2026 |
| Holocene Advisors, LP | History | Added to | 60,885 | 1,604 | 0.0% | 0.0% | 82 | +32,172 | 112.05% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 56,379 | 1,491 | 0.04% | 0.03% | 83 | +5,368 | 10.52% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 55,967 | 1,475 | 0.02% | 0.02% | 84 | -672 | -1.19% | Q1 2026 | Apr 23, 2026 |
| Jump Financial, LLC | History | New | 50,700 | 1,336 | 0.02% | — | 85 | +50,700 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 50,570 | 1,333 | 0.0% | 0.0% | 86 | +3,154 | 6.65% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 46,866 | 1,235 | 0.0% | — | 87 | +46,866 | New | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 46,517 | 1,226 | 0.0% | 0.0% | 88 | -270 | -0.58% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 44,974 | 1,152 | 0.0% | 0.0% | 89 | +6,781 | 17.75% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 43,567 | 1,151 | 0.0% | 0.0% | 90 | -2,664 | -5.76% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 39,844 | 1,051 | 0.0% | 0.0% | 91 | +7,156 | 21.89% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Added to | 39,189 | 1,033 | 0.03% | 0.01% | 92 | +27,027 | 222.22% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 39,145 | 1,031 | 0.0% | 0.0% | 93 | +19,195 | 96.22% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 35,983 | 948 | 0.0% | 0.0% | 94 | -2,832 | -7.3% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 35,225 | 929 | 0.0% | 0.01% | 95 | -205,225 | -85.35% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,833 | 886 | 0.0% | 0.0% | 96 | +33,332 | 2220.65% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 33,515 | 883 | 0.0% | 0.0% | 97 | +5,579 | 19.97% | Q1 2026 | Apr 27, 2026 |
| Inscription Capital, LLC | History | Added to | 33,230 | 875 | 0.09% | 0.08% | 98 | +2,095 | 6.73% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 32,809 | 864 | 0.0% | 0.0% | 99 | +18,286 | 125.91% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 31,086 | 819 | 0.0% | 0.0% | 100 | -285 | -0.91% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 29,749 | 784 | 0.0% | 0.0% | 101 | -853 | -2.79% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,740 | 783 | 0.0% | 0.0% | 102 | -2,654 | -8.19% | Q1 2026 | May 04, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 28,726 | 757 | 0.01% | 0.01% | 103 | +6,297 | 28.08% | Q1 2026 | May 05, 2026 |
| Sagewood Asset Management LP | History | Added to | 28,560 | 752 | 0.24% | 0.22% | 104 | +5,535 | 24.04% | Q1 2026 | May 13, 2026 |
| Unison Advisors LLC | History | Added to | 28,187 | 745 | 0.06% | 0.07% | 105 | +91 | 0.32% | Q1 2026 | Apr 28, 2026 |
| Amundi | History | Added to | 26,023 | 686 | 0.0% | 0.0% | 106 | +9,592 | 58.38% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 25,948 | 683 | 0.04% | 0.04% | 107 | +988 | 3.96% | Q1 2026 | Apr 21, 2026 |
| AXQ CAPITAL, LP | History | New | 25,707 | 677 | 0.09% | — | 108 | +25,707 | New | Q1 2026 | May 13, 2026 |
| GUIDANCE CAPITAL, INC | History | New | 22,447 | 674 | 0.15% | — | 109 | +22,447 | New | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 24,797 | 653 | 0.01% | 0.01% | 110 | -564 | -2.22% | Q1 2026 | Apr 20, 2026 |
| SYON CAPITAL LLC | History | Reduced | 24,804 | 653 | 0.03% | 0.03% | 111 | -16 | -0.06% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 24,699 | 651 | 0.01% | 0.01% | 113 | -4,681 | -15.93% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 24,709 | 651 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 22,804 | 604 | 0.0% | 0.0% | 114 | -1,700 | -6.94% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,845 | 590 | 0.0% | 0.0% | 115 | -6,757 | -23.62% | Q1 2026 | Apr 08, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 22,100 | 582 | 0.01% | 0.01% | 116 | -700 | -3.07% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 21,806 | 574 | 0.0% | 0.0% | 117 | +365 | 1.7% | Q1 2026 | May 15, 2026 |
| Richard Bernstein Advisors LLC | History | Reduced | 21,332 | 562 | 0.02% | 0.03% | 118 | -10,908 | -33.83% | Q1 2026 | Apr 22, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 20,665 | 544 | 0.0% | 0.0% | 119 | +2,212 | 11.99% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 20,045 | 528 | 0.0% | — | 120 | +20,045 | New | Q1 2026 | May 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 19,771 | 521 | 0.03% | 0.02% | 121 | +6,188 | 45.56% | Q1 2026 | Apr 13, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 19,683 | 519 | 0.0% | 0.0% | 122 | +417 | 2.16% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 19,412 | 514 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tidal Investments LLC | History | New | 19,480 | 513 | 0.0% | — | 124 | +19,480 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 19,400 | 511 | 0.0% | 0.0% | 125 | +3,977 | 25.79% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 19,409 | 511 | 0.0% | 0.0% | 127 | -480 | -2.41% | Q1 2026 | Apr 29, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 17,802 | 511 | 0.03% | 0.03% | 126 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 16,802 | 501 | 0.01% | 0.01% | 128 | +1,755 | 11.66% | Q1 2026 | May 04, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 18,991 | 500 | 0.06% | 0.06% | 129 | +1,659 | 9.57% | Q1 2026 | May 06, 2026 |
| Fieldview Capital Management, LLC | History | New | 18,657 | 491 | 0.14% | — | 131 | +18,657 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 18,634 | 491 | 0.0% | 0.0% | 130 | +504 | 2.78% | Q1 2026 | Apr 07, 2026 |
| Impact Partnership Wealth, LLC | History | New | 18,530 | 488 | 0.06% | — | 132 | +18,530 | New | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 18,360 | 483 | 0.0% | 0.0% | 133 | +17,986 | 4809.09% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 17,977 | 473 | 0.0% | 0.0% | 134 | -1,652 | -8.42% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 17,540 | 462 | 0.0% | 0.0% | 135 | -6,564 | -27.23% | Q1 2026 | Apr 16, 2026 |
| Freestone Grove Partners LP | History | New | 17,473 | 460 | 0.0% | — | 136 | +17,473 | New | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | Reduced | 16,679 | 441 | 0.02% | 0.27% | 137 | -46,270 | -73.5% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 16,328 | 430 | 0.0% | 0.0% | 138 | -26,234 | -61.64% | Q1 2026 | May 11, 2026 |
| Ethic Inc. | History | Reduced | 16,206 | 427 | 0.01% | 0.01% | 139 | -1,195 | -6.87% | Q1 2026 | Apr 27, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 16,110 | 424 | 0.01% | — | 140 | +16,110 | New | Q1 2026 | May 14, 2026 |
| CERTUITY, LLC | History | Added to | 15,946 | 420 | 0.03% | 0.02% | 141 | +5,318 | 50.04% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,810 | 416 | 0.0% | 0.0% | 142 | -17,573 | -52.64% | Q1 2026 | Apr 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,780 | 415 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | No change | 15,670 | 413 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 15,600 | 411 | 0.0% | 0.0% | 145 | +4,176 | 36.55% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 15,505 | 408 | 0.0% | 0.0% | 146 | -397 | -2.5% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 15,206 | 400 | 0.0% | 0.0% | 147 | -217 | -1.41% | Q1 2026 | May 01, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 15,153 | 399 | 0.0% | 0.0% | 148 | +3,389 | 28.81% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 15,032 | 396 | 0.0% | 0.0% | 149 | -106 | -0.7% | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 14,794 | 389 | 0.0% | 0.0% | 150 | -761 | -4.89% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 14,734 | 388 | 0.01% | — | 151 | +14,734 | New | Q1 2026 | May 04, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 14,713 | 387 | 0.01% | 0.01% | 153 | +3,304 | 28.96% | Q1 2026 | May 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,700 | 387 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INCEPTIONR LLC | History | New | 14,603 | 384 | 0.09% | — | 154 | +14,603 | New | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 14,412 | 379 | 0.0% | 0.0% | 155 | -38,898 | -72.97% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 14,208 | 374 | 0.0% | — | 156 | +14,208 | New | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 13,993 | 368 | 0.03% | — | 157 | +13,993 | New | Q1 2026 | May 12, 2026 |
| HUB Investment Partners, LLC | History | Added to | 13,902 | 366 | 0.01% | 0.01% | 158 | +4,233 | 43.78% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 13,676 | 360 | 0.0% | — | 159 | +13,676 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 13,348 | 351 | 0.0% | 0.0% | 160 | +8,203 | 159.44% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,284 | 350 | 0.0% | 0.0% | 161 | -45 | -0.34% | Q1 2026 | Apr 24, 2026 |
| Centiva Capital, LP | History | New | 12,995 | 342 | 0.0% | — | 162 | +12,995 | New | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 12,417 | 329 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,322 | 324 | 0.0% | 0.0% | 164 | -13 | -0.11% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,066 | 318 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,800 | 312 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 11,734 | 309 | 0.0% | 0.0% | 167 | -1,613 | -12.09% | Q1 2026 | Apr 27, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 11,384 | 300 | 0.0% | 0.0% | 168 | -16 | -0.14% | Q1 2026 | Apr 29, 2026 |
| Cherokee Insurance Co | History | No change | 11,400 | 300 | 0.11% | 0.12% | 169 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 11,300 | 297 | 0.0% | 0.0% | 170 | -21,181 | -65.21% | Q1 2026 | May 12, 2026 |
| Calamos Advisors LLC | History | New | 11,302 | 297 | 0.0% | — | 171 | +11,302 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 11,302 | 297 | 0.01% | — | 172 | +11,302 | New | Q1 2026 | May 04, 2026 |
| Verition Fund Management LLC | History | Reduced | 11,073 | 291 | 0.0% | 0.02% | 173 | -146,795 | -92.99% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 11,012 | 290 | 0.0% | 0.0% | 174 | -180 | -1.61% | Q1 2026 | May 15, 2026 |
| Tradition Wealth Management, LLC | History | Added to | 10,900 | 287 | 0.02% | 0.02% | 175 | +36 | 0.33% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 10,700 | 282 | 0.0% | — | 176 | +10,700 | New | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 10,639 | 280 | 0.0% | 0.0% | 177 | +2,966 | 38.66% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 10,498 | 276 | 0.0% | 0.0% | 178 | +690 | 7.04% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 10,064 | 265 | 0.0% | — | 179 | +10,064 | New | Q1 2026 | Apr 20, 2026 |
| Empowered Funds, LLC | History | Reduced | 10,005 | 263 | 0.0% | 0.0% | 180 | -162 | -1.59% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 9,963 | 262 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,632 | 253 | 0.0% | 0.0% | 182 | +5,444 | 129.99% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 9,067 | 239 | 0.0% | 0.0% | 183 | +205 | 2.31% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 8,954 | 236 | 0.0% | 0.0% | 184 | +170 | 1.94% | Q1 2026 | May 14, 2026 |
| Operose Advisors LLC | History | New | 8,907 | 234 | 0.05% | — | 185 | +8,907 | New | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 8,803 | 232 | 0.0% | 0.0% | 187 | -284 | -3.13% | Q1 2026 | Apr 22, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 8,750 | 232 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| ALGERT GLOBAL LLC | History | New | 8,630 | 227 | 0.0% | — | 188 | +8,630 | New | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 8,584 | 226 | 0.0% | 0.0% | 189 | +460 | 5.66% | Q1 2026 | May 07, 2026 |
| DV Trading LLC | History | New | 8,506 | 224 | 0.01% | — | 190 | +8,506 | New | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 8,182 | 215 | 0.0% | 0.0% | 191 | -6,939 | -45.89% | Q1 2026 | May 11, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 7,873 | 207 | 0.0% | 0.0% | 192 | -4,136 | -34.44% | Q1 2026 | Apr 29, 2026 |
| DGS Capital Management, LLC | History | New | 7,648 | 201 | 0.03% | — | 193 | +7,648 | New | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Added to | 6,969 | 183 | 0.0% | 0.0% | 194 | +4,598 | 193.93% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,963 | 183 | 0.0% | 0.0% | 195 | +457 | 7.02% | Q1 2026 | Apr 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 7,301 | 166 | 0.05% | 0.02% | 196 | +5,624 | 335.36% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,458 | 143 | 0.0% | 0.0% | 197 | +274 | 5.29% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 5,345 | 140 | 0.0% | 0.0% | 198 | -295 | -5.23% | Q1 2026 | Apr 23, 2026 |
| N.E.W. Advisory Services LLC | History | Added to | 5,000 | 131 | 0.01% | 0.01% | 199 | +1 | 0.02% | Q1 2026 | May 04, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 4,968 | 130 | 0.0% | — | 200 | +4,968 | New | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 4,623 | 122 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hills Bank & Trust Co | History | Reduced | 3,930 | 103 | 0.0% | 0.01% | 202 | -25 | -0.63% | Q1 2026 | May 01, 2026 |
| Hilltop National Bank | History | Added to | 3,681 | 97 | 0.02% | 0.02% | 203 | +96 | 2.68% | Q1 2026 | Apr 02, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,207 | 84 | 0.01% | 0.01% | 204 | +693 | 27.57% | Q1 2026 | Apr 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,936 | 77 | 0.0% | 0.0% | 205 | +1,203 | 69.42% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,779 | 73 | 0.0% | 0.0% | 206 | -1,920 | -40.86% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,681 | 71 | 0.0% | 0.0% | 207 | +855 | 46.82% | Q1 2026 | May 01, 2026 |
| Quarry LP | History | New | 2,663 | 70 | 0.01% | — | 208 | +2,663 | New | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 2,625 | 69 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| State of Wyoming | History | New | 2,577 | 67 | 0.01% | — | 210 | +2,577 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,439 | 64 | 0.0% | 0.0% | 211 | +131 | 5.68% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 2,278 | 60 | 0.04% | 0.12% | 213 | -6,369 | -73.66% | Q1 2026 | May 05, 2026 |
| KBC Group NV | History | No change | 2,290 | 60 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BOKF, NA | History | New | 2,190 | 57 | 0.0% | — | 214 | +2,190 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,059 | 54 | 0.01% | 0.0% | 215 | +1,800 | 694.98% | Q1 2026 | Apr 23, 2026 |
| GAMMA Investing LLC | History | Added to | 1,898 | 50 | 0.0% | 0.0% | 216 | +1,227 | 182.86% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,760 | 46 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,652 | 43 | 0.0% | 0.0% | 218 | -171 | -9.38% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,547 | 40 | 0.0% | 0.0% | 219 | -1,173 | -43.13% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,516 | 39 | 0.0% | 0.0% | 220 | +489 | 47.61% | Q1 2026 | May 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 1,381 | 36 | 0.02% | 0.02% | 222 | -12 | -0.86% | Q1 2026 | May 08, 2026 |
| Winch Advisory Services, LLC | History | Added to | 1,368 | 36 | 0.01% | 0.01% | 221 | +4 | 0.29% | Q1 2026 | Apr 30, 2026 |
| Quent Capital, LLC | History | Added to | 1,353 | 35 | 0.0% | 0.0% | 223 | +105 | 8.41% | Q1 2026 | Apr 28, 2026 |
| STRS OHIO | History | Reduced | 1,100 | 28 | 0.0% | 0.0% | 224 | -1 | -0.09% | Q1 2026 | Apr 24, 2026 |
| Westside Investment Management, Inc. | History | No change | 938 | 25 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 890 | 23 | 0.0% | 0.0% | 226 | +62 | 7.49% | Q1 2026 | Apr 27, 2026 |
| Matrix Trust Co | History | Added to | 820 | 22 | 0.0% | 0.0% | 227 | +31 | 3.93% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 779 | 20 | 0.0% | 0.0% | 229 | +128 | 19.66% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 773 | 20 | 0.0% | 0.0% | 228 | -7 | -0.9% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 741 | 19 | 0.0% | 0.0% | 232 | +363 | 96.03% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 753 | 19 | 0.0% | 0.0% | 231 | +1 | 0.13% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 749 | 19 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Added to | 701 | 18 | 0.0% | 0.0% | 233 | +189 | 36.91% | Q1 2026 | Apr 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 649 | 17 | 0.01% | 0.01% | 234 | -102 | -13.58% | Q1 2026 | Apr 29, 2026 |
| Allworth Financial LP | History | Added to | 590 | 15 | 0.0% | 0.0% | 235 | +105 | 21.65% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 565 | 14 | 0.0% | 0.0% | 236 | +302 | 114.83% | Q1 2026 | Apr 24, 2026 |
| Clearstead Trust, LLC | History | No change | 469 | 12 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 428 | 11 | 0.0% | 0.0% | 238 | +61 | 16.62% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 390 | 10 | 0.0% | 0.0% | 239 | -3 | -0.76% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 380 | 10 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 404 | 10 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 371 | 9 | 0.0% | 0.0% | 243 | -839 | -69.34% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 362 | 9 | 0.0% | 0.0% | 242 | +278 | 330.95% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 370 | 9 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | Added to | 340 | 8 | 0.0% | 0.0% | 245 | +42 | 14.09% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 329 | 8 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 281 | 7 | 0.0% | — | 249 | +247 | 726.47% | Q1 2026 | Apr 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 271 | 7 | 0.0% | 0.0% | 247 | +22 | 8.84% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 278 | 7 | 0.0% | 0.0% | 250 | +11 | 4.12% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 278 | 7 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 253 | 6 | 0.0% | — | 254 | +253 | New | Q1 2026 | Apr 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 243 | 6 | 0.0% | — | 255 | +243 | New | Q1 2026 | Apr 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 242 | 6 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 230 | 6 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 230 | 6 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 225 | 5 | 0.0% | 0.0% | 257 | -266 | -54.18% | Q1 2026 | Apr 27, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 208 | 5 | 0.0% | 0.0% | 256 | +80 | 62.5% | Q1 2026 | Apr 30, 2026 |
| Costello Asset Management, INC | History | No change | 200 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CVA Family Office, LLC | History | New | 160 | 4 | 0.0% | — | 261 | +160 | New | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | New | 155 | 4 | 0.0% | — | 260 | +155 | New | Q1 2026 | May 15, 2026 |
| City State Bank | History | No change | 180 | 4 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 126 | 3 | 0.0% | — | 266 | +126 | New | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | Added to | 115 | 3 | 0.0% | 0.0% | 263 | +57 | 98.28% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 136 | 3 | 0.0% | 0.0% | 262 | -54 | -28.42% | Q1 2026 | Apr 13, 2026 |
| Torren Management, LLC | History | Reduced | 124 | 3 | 0.0% | 0.0% | 265 | -24 | -16.22% | Q1 2026 | Apr 30, 2026 |
| WealthCollab, LLC | History | No change | 121 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 85 | 2 | 0.0% | 0.0% | 268 | +32 | 60.38% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 81 | 2 | 0.0% | 0.0% | 267 | +10 | 14.08% | Q1 2026 | Apr 20, 2026 |
| Kilter Group LLC | History | Reduced | 108 | 2 | 0.0% | 0.0% | 271 | -7 | -6.09% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 104 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Essential Partners LLC | History | No change | 105 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Ascentis Independent Advisors | History | New | 71 | 1 | 0.0% | — | 281 | +71 | New | Q1 2026 | Apr 28, 2026 |
| Sachetta, LLC | History | New | 71 | 1 | 0.0% | — | 282 | +71 | New | Q1 2026 | May 01, 2026 |
| Investors Portfolio Services LLC | History | New | 65 | 1 | 0.0% | — | 285 | +65 | New | Q1 2026 | May 14, 2026 |
| Bayforest Capital Ltd | History | New | 64 | 1 | 0.0% | — | 283 | +64 | New | Q1 2026 | Apr 15, 2026 |
| Whipplewood Advisors, LLC | History | New | 62 | 1 | 0.0% | — | 284 | +62 | New | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 55 | 1 | 0.0% | — | 277 | +50 | 1000.0% | Q1 2026 | Apr 27, 2026 |
| Fortitude Family Office, LLC | History | Added to | 67 | 1 | 0.0% | — | 278 | +45 | 204.55% | Q1 2026 | Apr 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 42 | 1 | 0.0% | — | 280 | +40 | 2000.0% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 53 | 1 | 0.0% | 0.0% | 274 | +10 | 23.26% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | No change | 64 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 56 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 49 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Navigoe, LLC | History | No change | 56 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Closed out | 0 | 0 | — | 0.29% | — | -1,110,775 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Ceredex Value Advisors LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -385,400 | -100.0% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -224,211 | -100.0% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.12% | — | -150,664 | -100.0% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -102,516 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,953 | -100.0% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -40,781 | -100.0% | Q1 2026 | May 15, 2026 |
| Turas Capital Management LP | History | Closed out | 0 | 0 | — | 0.28% | — | -32,011 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.11% | — | -26,468 | -100.0% | Q1 2026 | May 12, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,248 | -100.0% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.23% | — | -22,004 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,400 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -20,136 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -16,758 | -100.0% | Q1 2026 | May 15, 2026 |