Sanofi - SNY

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025

13D/13G major owners: Ownership tab.

Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.

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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
DODGE & COX	History	Reduced	29,504,632	1,421,533	0.78%	1.48%	1	-26,987,967	-47.77%	Q1 2026	May 14, 2026
MORGAN STANLEY	History	Added to	12,511,867	602,821	0.04%	0.03%	2	+3,409,671	37.46%	Q1 2026	May 15, 2026
Fisher Asset Management, LLC	History	Reduced	11,442,163	551,283	0.19%	0.2%	3	-698,452	-5.75%	Q1 2026	May 05, 2026
BANK OF AMERICA CORP /DE/	History	Added to	9,484,350	456,955	0.03%	0.03%	4	+940,342	11.01%	Q1 2026	May 15, 2026
FRANKLIN RESOURCES INC	History	Added to	7,165,193	345,219	0.08%	0.06%	5	+2,065,096	40.49%	Q1 2026	May 13, 2026
Invesco Ltd.	History	Added to	6,621,539	319,025	0.05%	0.05%	6	+510,665	8.36%	Q1 2026	May 12, 2026
BARROW HANLEY MEWHINNEY & STRAUSS LLC	History	Reduced	5,887,466	283,658	0.93%	1.12%	7	-1,080,947	-15.51%	Q1 2026	May 13, 2026
JPMORGAN CHASE & CO	History	Added to	5,716,231	267,062	0.02%	0.01%	8	+2,589,773	82.83%	Q1 2026	May 13, 2026
Mondrian Investment Partners LTD	History	Added to	5,040,065	242,830	3.63%	3.59%	9	+544,717	12.12%	Q1 2026	Apr 29, 2026
FEDERATED HERMES, INC.	History	Added to	4,754,359	229,065	0.37%	0.29%	10	+1,112,052	30.53%	Q1 2026	May 11, 2026
FMR LLC	History	Added to	4,010,161	193,209	0.01%	0.01%	11	+609,969	17.94%	Q1 2026	May 15, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Added to	3,861,894	186,066	0.05%	0.05%	12	+673,287	21.12%	Q1 2026	May 04, 2026
RAYMOND JAMES FINANCIAL INC	History	Added to	3,812,745	183,681	0.06%	0.05%	13	+520,199	15.8%	Q1 2026	May 14, 2026
BRANDES INVESTMENT PARTNERS, LP	History	Added to	3,723,100	179,380	1.27%	1.07%	14	+809,844	27.8%	Q1 2026	May 15, 2026
MILLENNIUM MANAGEMENT LLC	History	Added to	3,708,554	178,678	0.07%	0.0%	15	+3,499,400	1673.12%	Q1 2026	May 15, 2026
Boston Partners	History	Reduced	3,599,284	173,401	0.18%	0.18%	16	-35,241	-0.97%	Q1 2026	May 11, 2026
WELLS FARGO & COMPANY/MN	History	Added to	3,415,115	164,540	0.03%	0.02%	17	+673,372	24.56%	Q1 2026	May 11, 2026
BlackRock, Inc.	History	Reduced	3,183,600	153,385	0.0%	0.0%	18	-2,162,018	-40.44%	Q1 2026	May 13, 2026
ROYAL BANK OF CANADA	History	Added to	3,155,080	152,011	0.03%	0.02%	19	+470,882	17.54%	Q1 2026	May 15, 2026
EQUITY INVESTMENT CORP	History	Added to	2,663,054	128,305	2.51%	2.57%	20	+38,842	1.48%	Q1 2026	May 04, 2026
GOLDMAN SACHS GROUP INC	History	Added to	2,582,456	124,422	0.01%	0.01%	21	+604,853	30.59%	Q1 2026	May 15, 2026
Regal Partners Ltd	History	Added to	2,545,432	122,638	6.67%	5.34%	22	+633,782	33.15%	Q1 2026	May 15, 2026
BARCLAYS PLC	History	Added to	2,356,559	113,539	0.03%	0.02%	23	+221,603	10.38%	Q1 2026	May 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	Reduced	2,331,969	112,354	0.01%	0.01%	24	-173,416	-6.92%	Q1 2026	May 15, 2026
Alyeska Investment Group, L.P.	History	New	2,306,229	111,114	0.31%	—	25	+2,306,229	New	Q1 2026	May 15, 2026
NORTHERN TRUST CORP	History	Added to	2,277,939	109,751	0.01%	0.01%	26	+52,260	2.35%	Q1 2026	May 14, 2026
Connor, Clark & Lunn Investment Management Ltd.	History	Added to	2,223,301	107,118	0.25%	0.13%	27	+1,199,675	117.2%	Q1 2026	May 11, 2026
LPL Financial LLC	History	Added to	2,206,237	106,296	0.03%	0.02%	28	+394,119	21.75%	Q1 2026	May 06, 2026
AMERICAN CENTURY COMPANIES INC	History	Added to	2,148,014	103,491	0.05%	0.05%	29	+9,860	0.46%	Q1 2026	May 15, 2026
DAVENPORT & Co LLC	History	Added to	2,094,962	100,165	0.54%	0.53%	30	+52,621	2.58%	Q1 2026	Apr 15, 2026
Nuveen, LLC	History	Added to	1,911,226	92,082	0.02%	0.02%	31	+370,227	24.03%	Q1 2026	Apr 30, 2026
CITADEL ADVISORS LLC	History	Added to	1,884,770	90,808	0.01%	0.01%	32	+174,534	10.21%	Q1 2026	May 15, 2026
VICTORY CAPITAL MANAGEMENT INC	History	Added to	1,830,115	88,138	0.06%	0.04%	33	+199,920	12.26%	Q1 2026	May 15, 2026
Capital Research Global Investors	History	Added to	1,661,837	80,067	0.01%	0.01%	34	+11,819	0.72%	Q1 2026	May 13, 2026
PRICE T ROWE ASSOCIATES INC /MD/	History	Reduced	1,613,375	77,733	0.01%	0.02%	35	-1,260,284	-43.86%	Q1 2026	May 15, 2026
NICHOLAS COMPANY, INC.	History	Reduced	1,498,990	72,221	1.42%	1.27%	36	-1,265	-0.08%	Q1 2026	May 04, 2026
Vestal Point Capital, LP	History	New	1,400,000	67,452	1.89%	—	37	+1,400,000	New	Q1 2026	May 15, 2026
VAN ECK ASSOCIATES CORP	History	Added to	1,297,714	62,524	0.05%	0.05%	38	+52,717	4.23%	Q1 2026	May 15, 2026
Optiver Holding B.V.	History	Added to	1,213,029	58,443	0.02%	0.02%	39	+222,879	22.51%	Q1 2026	Jun 02, 2026
Brandywine Global Investment Management, LLC	History	No change	1,200,571	58,179	0.39%	0.39%	40	0	0.0%	Q4 2025	Feb 11, 2026
MANNING & NAPIER ADVISORS LLC	History	Added to	1,194,305	57,541	0.81%	0.0%	41	+1,194,141	728134.76%	Q1 2026	Apr 30, 2026
CAUSEWAY CAPITAL MANAGEMENT LLC	History	Added to	1,064,516	51,288	0.63%	0.71%	42	+558	0.05%	Q1 2026	May 14, 2026
AMERIPRISE FINANCIAL INC	History	Added to	1,028,639	49,562	0.01%	0.01%	43	+104,843	11.35%	Q1 2026	May 15, 2026
UBS Group AG	History	Reduced	983,846	47,401	0.01%	0.01%	44	-238,157	-19.49%	Q1 2026	May 05, 2026
NATIXIS ADVISORS, LLC	History	Reduced	866,773	41,761	0.06%	0.22%	45	-2,368,138	-73.21%	Q1 2026	May 13, 2026
BALYASNY ASSET MANAGEMENT L.P.	History	New	833,780	40,171	0.05%	—	46	+833,780	New	Q1 2026	May 15, 2026
JONES FINANCIAL COMPANIES LLLP	History	Added to	812,970	38,032	0.02%	0.0%	47	+775,177	2051.11%	Q1 2026	May 15, 2026
STIFEL FINANCIAL CORP	History	Added to	783,348	37,741	0.03%	0.03%	48	+149,468	23.58%	Q1 2026	May 12, 2026
BNP PARIBAS FINANCIAL MARKETS	History	Added to	775,423	37,359	0.02%	0.0%	49	+764,068	6728.91%	Q1 2026	May 12, 2026
FIRST TRUST ADVISORS LP	History	Added to	767,835	36,994	0.03%	0.03%	50	+17,880	2.38%	Q1 2026	May 13, 2026
Newport Trust Company, LLC	History	Reduced	737,978	35,555	0.09%	0.09%	51	-34,221	-4.43%	Q1 2026	May 14, 2026
TODD ASSET MANAGEMENT LLC	History	Reduced	683,482	32,930	0.64%	0.65%	52	-5,745	-0.83%	Q1 2026	May 12, 2026
MANAGED ASSET PORTFOLIOS, LLC	History	Added to	678,376	32,684	3.92%	3.72%	53	+42,235	6.64%	Q1 2026	May 07, 2026
Pictet Asset Management Holding SA	History	Added to	678,092	31,680	0.03%	0.03%	54	+54,081	8.67%	Q1 2026	Apr 22, 2026
JANUS HENDERSON GROUP PLC	History	Reduced	642,277	30,940	0.01%	0.02%	55	-70,334	-9.87%	Q1 2026	May 18, 2026
TRUIST FINANCIAL CORP	History	Added to	629,184	30,314	0.04%	0.03%	56	+90,153	16.73%	Q1 2026	Apr 27, 2026
BROWN ADVISORY INC	History	Added to	622,613	29,997	0.05%	0.04%	57	+81,492	15.06%	Q1 2026	May 15, 2026
Willis Investment Counsel	History	No change	604,000	29,100	1.59%	1.51%	58	0	0.0%	Q1 2026	May 05, 2026
Cullen Capital Management, LLC	History	Added to	593,301	28,585	0.29%	0.19%	59	+232,524	64.45%	Q1 2026	May 15, 2026
SEI INVESTMENTS CO	History	Reduced	588,729	28,365	0.03%	0.03%	60	-27,582	-4.48%	Q1 2026	May 13, 2026
Rockefeller Capital Management L.P.	History	Added to	562,921	27,121	0.05%	0.05%	61	+39,753	7.6%	Q1 2026	May 14, 2026
OLD MISSION CAPITAL LLC	History	New	534,492	25,751	0.41%	—	62	+534,492	New	Q1 2026	May 15, 2026
Russell Investments Group, Ltd.	History	Reduced	527,185	25,399	0.03%	0.03%	63	-13,197	-2.44%	Q1 2026	May 08, 2026
ASSETMARK, INC	History	Added to	509,464	24,545	0.05%	0.04%	64	+65,796	14.83%	Q1 2026	May 06, 2026
BECKER CAPITAL MANAGEMENT INC	History	Reduced	496,394	23,916	0.7%	0.7%	65	-6,862	-1.36%	Q1 2026	May 11, 2026
Bank of New York Mellon Corp	History	Added to	467,759	22,536	0.0%	0.0%	66	+33,789	7.79%	Q1 2026	May 05, 2026
Aberdeen Group plc	History	Reduced	457,921	22,062	0.04%	0.04%	67	-9,320	-1.99%	Q1 2026	Apr 29, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	History	No change	443,390	21,363	0.17%	0.16%	68	0	0.0%	Q1 2026	May 04, 2026
Creative Planning	History	Added to	434,104	20,915	0.01%	0.01%	69	+207,994	91.99%	Q1 2026	May 12, 2026
M&T BANK CORP	History	Added to	426,657	20,556	0.07%	0.07%	70	+952	0.22%	Q1 2026	May 12, 2026
Federation des caisses Desjardins du Quebec	History	Added to	403,774	19,453	0.07%	0.02%	71	+322,097	394.35%	Q1 2026	May 13, 2026
CIBC WORLD MARKET INC.	History	Added to	396,709	19,113	0.03%	0.03%	72	+20,112	5.34%	Q1 2026	May 14, 2026
GRANDFIELD & DODD, LLC	History	Added to	387,230	18,656	1.05%	1.05%	73	+5,865	1.54%	Q1 2026	May 07, 2026
CSM Advisors, LLC	History	Reduced	363,425	17,506	0.43%	0.55%	74	-56,579	-13.47%	Q1 2026	May 15, 2026
Cetera Investment Advisers	History	Added to	361,561	17,420	0.02%	0.02%	75	+43,135	13.55%	Q1 2026	May 13, 2026
Vident Advisory, LLC	History	Added to	351,952	16,957	0.14%	0.11%	76	+112,374	46.9%	Q1 2026	May 14, 2026
BANK OF MONTREAL /CAN/	History	Added to	325,758	15,695	0.01%	0.0%	77	+64,780	24.82%	Q1 2026	May 13, 2026
Krensavage Asset Management, LLC	History	No change	323,946	15,608	6.1%	5.54%	78	0	0.0%	Q1 2026	May 14, 2026
ADAR1 Capital Management, LLC	History	Added to	316,939	15,270	0.9%	0.23%	79	+253,465	399.32%	Q1 2026	May 15, 2026
NATIONAL BANK OF CANADA /FI/	History	Added to	304,760	14,673	0.01%	0.01%	80	+19,464	6.82%	Q1 2026	May 14, 2026
ARMISTICE CAPITAL, LLC	History	Reduced	300,000	14,454	0.26%	0.39%	81	-376,000	-55.62%	Q1 2026	May 15, 2026
Janney Montgomery Scott LLC	History	Reduced	283,918	13,679	0.03%	0.05%	82	-159,575	-35.98%	Q1 2026	Apr 22, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	History	Added to	273,346	13,169	0.0%	0.0%	83	+9,721	3.69%	Q1 2026	May 15, 2026
FOUNDATION RESOURCE MANAGEMENT INC	History	Added to	273,137	13,159	1.48%	1.69%	84	+12,503	4.8%	Q1 2026	Apr 21, 2026
MML INVESTORS SERVICES, LLC	History	Reduced	271,501	13,080	0.04%	0.04%	85	-25,859	-8.7%	Q1 2026	May 04, 2026
Quantinno Capital Management LP	History	Added to	271,089	13,061	0.02%	0.02%	86	+53,849	24.79%	Q1 2026	May 15, 2026
SPHERA FUNDS MANAGEMENT LTD.	History	Added to	269,515	12,985	2.06%	2.24%	87	+30,000	12.53%	Q1 2026	May 15, 2026
MOORE CAPITAL MANAGEMENT, LP	History	Reduced	265,056	12,770	0.26%	0.19%	88	-10,004	-3.64%	Q1 2026	May 15, 2026
CITIGROUP INC	History	Added to	258,597	12,459	0.01%	0.0%	89	+177,799	220.05%	Q1 2026	May 11, 2026
Callan Family Office, LLC	History	Added to	243,542	11,733	0.27%	0.22%	90	+35,530	17.08%	Q1 2026	May 13, 2026
Sio Capital Management, LLC	History	Reduced	239,671	11,547	1.66%	7.41%	91	-732,015	-75.33%	Q1 2026	May 14, 2026
TD Waterhouse Canada Inc.	History	Added to	240,771	11,473	0.03%	0.0%	92	+234,801	3933.02%	Q1 2026	May 12, 2026
OPPENHEIMER ASSET MANAGEMENT INC.	History	Added to	236,508	11,394	0.13%	0.11%	93	+51,487	27.83%	Q1 2026	Apr 23, 2026
HRT FINANCIAL LP	History	Added to	234,605	11,302	0.03%	0.02%	94	+98,305	72.12%	Q1 2026	May 14, 2026
ProVise Management Group, LLC	History	Added to	233,577	11,253	0.81%	0.77%	95	+9,155	4.08%	Q1 2026	May 06, 2026
Pathstone Holdings, LLC	History	Reduced	224,079	10,796	0.04%	0.04%	96	-15,813	-6.59%	Q1 2026	May 11, 2026
Altrius Capital Management Inc	History	Added to	221,512	10,672	2.12%	2.0%	97	+26,853	13.79%	Q1 2026	May 05, 2026
GEODE CAPITAL MANAGEMENT, LLC	History	Reduced	212,654	10,245	0.0%	0.0%	98	-13,028	-5.77%	Q1 2026	May 15, 2026
Walleye Trading LLC	History	Reduced	209,200	10,079	0.02%	0.02%	99	-63,400	-23.26%	Q1 2026	May 08, 2026
Guardian Partners Inc.	History	Added to	204,086	9,859	0.82%	0.78%	100	+1,026	0.51%	Q1 2026	May 15, 2026
Goodman Financial Corp	History	New	204,088	9,832	1.69%	—	101	+204,088	New	Q1 2026	May 06, 2026
GFS Advisors, LLC	History	Added to	156,277	9,701	1.24%	0.06%	102	+146,277	1462.77%	Q1 2026	Apr 30, 2026
Beacon Pointe Advisors, LLC	History	Added to	194,941	9,392	0.05%	0.01%	103	+173,787	821.53%	Q1 2026	May 15, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P.	History	Added to	190,498	9,178	0.14%	0.05%	104	+117,468	160.85%	Q1 2026	May 12, 2026
EASTERLY INVESTMENT PARTNERS LLC	History	Added to	191,220	9,124	0.7%	0.18%	105	+129,066	207.66%	Q1 2026	May 11, 2026
Grantham, Mayo, Van Otterloo & Co. LLC	History	Added to	189,071	9,109	0.02%	0.01%	106	+90,900	92.59%	Q1 2026	May 14, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	History	Added to	182,063	8,771	0.57%	0.29%	107	+52,165	40.16%	Q1 2026	May 08, 2026
OSAIC HOLDINGS, INC.	History	Added to	181,936	8,766	0.01%	0.01%	108	+16,198	9.77%	Q1 2026	May 15, 2026
DV EQUITIES, LLC	History	No change	167,296	8,107	1.45%	1.45%	109	0	0.0%	Q4 2025	Feb 17, 2026
GQG Partners LLC	History	Added to	164,705	7,935	0.01%	0.01%	110	+43,759	36.18%	Q1 2026	May 12, 2026
LOGAN CAPITAL MANAGEMENT INC	History	Added to	163,620	7,883	0.34%	0.3%	111	+16,257	11.03%	Q1 2026	May 08, 2026
Bleakley Financial Group, LLC	History	Added to	157,264	7,576	0.12%	0.11%	112	+27,674	21.36%	Q1 2026	May 04, 2026
Fusion Capital, LLC	History	Added to	151,507	7,299	1.97%	1.97%	113	+7,183	4.98%	Q1 2026	May 13, 2026
GROUP ONE TRADING LLC	History	Reduced	150,700	7,260	0.01%	0.03%	114	-153,630	-50.48%	Q1 2026	May 13, 2026
&PARTNERS	History	Added to	151,875	7,226	0.04%	0.03%	115	+14,184	10.3%	Q1 2026	May 15, 2026
Atria Investments, Inc	History	Added to	146,070	7,037	0.08%	0.07%	116	+13,354	10.06%	Q1 2026	May 05, 2026
Baird Financial Group, Inc.	History	Added to	141,110	6,798	0.01%	0.01%	117	+7,163	5.35%	Q1 2026	May 14, 2026
Cerity Partners LLC	History	Added to	133,553	6,434	0.01%	0.01%	118	+12,240	10.09%	Q1 2026	May 15, 2026
Tidal Investments LLC	History	Added to	136,006	6,377	0.01%	0.0%	119	+122,857	934.34%	Q1 2026	May 15, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Reduced	131,654	6,343	0.01%	0.01%	120	-4,409	-3.24%	Q1 2026	Apr 27, 2026
TD PRIVATE CLIENT WEALTH LLC	History	Added to	130,249	6,275	0.13%	0.1%	121	+29,240	28.95%	Q1 2026	Apr 27, 2026
IMC-Chicago, LLC	History	Reduced	126,700	6,104	0.0%	0.01%	122	-187,537	-59.68%	Q1 2026	May 05, 2026
GUARDIAN CAPITAL LP	History	Added to	125,277	6,035	0.16%	0.17%	123	+4,922	4.09%	Q1 2026	May 15, 2026
Sanctuary Advisors, LLC	History	Added to	123,060	5,929	0.03%	0.03%	124	+5,430	4.62%	Q1 2026	May 05, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	Added to	122,947	5,923	0.0%	0.0%	125	+6,698	5.76%	Q1 2026	May 08, 2026
QRG CAPITAL MANAGEMENT, INC.	History	Added to	122,722	5,912	0.06%	0.06%	126	+11,257	10.1%	Q1 2026	Apr 27, 2026
DIMENSIONAL FUND ADVISORS LP	History	Reduced	121,790	5,867	0.0%	0.0%	127	-41,835	-25.57%	Q1 2026	May 07, 2026
Vestmark Advisory Solutions, Inc.	History	Added to	115,666	5,572	0.06%	0.08%	128	+669	0.58%	Q1 2026	May 15, 2026
Merit Financial Group, LLC	History	Added to	115,341	5,557	0.04%	0.04%	129	+21,973	23.53%	Q1 2026	Apr 15, 2026
CWM, LLC	History	Reduced	114,116	5,498	0.01%	0.02%	130	-1,405	-1.22%	Q1 2026	May 14, 2026
Allspring Global Investments Holdings, LLC	History	Reduced	113,283	5,406	0.01%	0.01%	131	-7,602	-6.29%	Q1 2026	May 05, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS	History	Reduced	110,062	5,302	0.11%	0.17%	132	-59,938	-35.26%	Q1 2026	Apr 30, 2026
HANTZ FINANCIAL SERVICES, INC.	History	Added to	109,249	5,264	0.08%	0.07%	133	+18,165	19.94%	Q1 2026	May 01, 2026
HSBC HOLDINGS PLC	History	Reduced	107,689	5,220	0.0%	0.01%	134	-98,228	-47.7%	Q1 2026	Apr 30, 2026
Synergy Asset Management, LLC	History	New	107,346	5,171	0.55%	—	135	+107,346	New	Q1 2026	May 13, 2026
CAPTRUST FINANCIAL ADVISORS	History	Added to	106,385	5,124	0.01%	0.01%	136	+40,954	62.59%	Q1 2026	May 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Added to	106,888	5,118	0.01%	0.01%	137	+24,265	29.37%	Q1 2026	Apr 08, 2026
WCG Wealth Advisors LLC	History	Added to	102,944	4,959	0.14%	0.08%	138	+41,689	68.06%	Q1 2026	May 12, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP	History	Added to	104,189	4,867	0.0%	0.0%	139	+20,447	24.42%	Q1 2026	May 14, 2026
Mariner, LLC	History	Reduced	98,755	4,751	0.01%	0.01%	140	-18,808	-16.0%	Q1 2026	May 13, 2026
PRIMECAP MANAGEMENT CO/CA/	History	No change	97,168	4,681	0.0%	0.0%	141	0	0.0%	Q1 2026	May 11, 2026
Private Advisor Group, LLC	History	Added to	97,010	4,673	0.02%	0.02%	142	+10,681	12.37%	Q1 2026	Apr 24, 2026
LEUTHOLD GROUP, LLC	History	Added to	96,085	4,629	0.49%	0.49%	143	+2,235	2.38%	Q1 2026	May 06, 2026
Ethic Inc.	History	Added to	93,867	4,522	0.07%	0.07%	144	+5,088	5.73%	Q1 2026	Apr 27, 2026
Voleon Capital Management LP	History	New	93,677	4,513	0.1%	—	145	+93,677	New	Q1 2026	May 15, 2026
RENAISSANCE GROUP LLC	History	Reduced	92,456	4,454	0.19%	0.19%	146	-4,703	-4.84%	Q1 2026	May 13, 2026
CIBC Asset Management Inc	History	Added to	90,311	4,351	0.01%	0.01%	147	+18,844	26.37%	Q1 2026	May 12, 2026
Sound Income Strategies, LLC	History	Added to	89,643	4,278	0.21%	0.19%	148	+4,407	5.17%	Q1 2026	Apr 27, 2026
NewEdge Wealth, LLC	History	Added to	87,854	4,232	0.05%	0.04%	149	+9,980	12.82%	Q1 2026	May 13, 2026
US BANCORP \DE\	History	Reduced	87,155	4,199	0.01%	0.01%	150	-13,027	-13.0%	Q1 2026	May 14, 2026
Thomasville National Bank	History	No change	85,647	4,150	0.26%	0.26%	151	0	0.0%	Q4 2025	Jan 26, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	Reduced	86,017	4,144	0.01%	0.01%	152	-6,532	-7.06%	Q1 2026	May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	Reduced	86,008	4,143	0.02%	0.03%	153	-20,080	-18.93%	Q1 2026	May 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	History	Reduced	84,435	4,068	0.0%	0.0%	154	-29,417	-25.84%	Q1 2026	May 14, 2026
Baker Ellis Asset Management LLC	History	Reduced	83,067	4,002	0.48%	0.49%	155	-410	-0.49%	Q1 2026	Apr 17, 2026
Steward Partners Investment Advisory, LLC	History	Added to	83,036	4,000	0.02%	0.02%	156	+8,325	11.14%	Q1 2026	May 08, 2026
Redwood Grove Capital, LLC	History	Reduced	81,557	3,929	1.27%	2.61%	157	-107,284	-56.81%	Q1 2026	May 15, 2026
EXENCIAL WEALTH ADVISORS, LLC	History	Added to	81,382	3,920	0.12%	0.11%	158	+8,078	11.02%	Q1 2026	Apr 27, 2026
Northwest Bancshares, Inc.	History	Added to	81,262	3,915	0.78%	0.73%	159	+3,328	4.27%	Q1 2026	May 12, 2026
NewSquare Capital LLC	History	Reduced	80,709	3,888	0.34%	0.35%	160	-1,803	-2.19%	Q1 2026	May 08, 2026
Squarepoint Ops LLC	History	Added to	113,857	3,868	0.0%	0.0%	161	+67,891	147.7%	Q1 2026	May 15, 2026
American Assets Investment Management, LLC	History	No change	80,000	3,854	0.26%	0.27%	162	0	0.0%	Q1 2026	May 11, 2026
Manhattan West Asset Management, LLC	History	Added to	79,249	3,818	0.75%	0.74%	163	+4,575	6.13%	Q1 2026	May 14, 2026
Catalyst Capital Advisors LLC	History	Added to	79,028	3,807	0.07%	0.07%	164	+7,500	10.49%	Q1 2026	May 06, 2026
AQR CAPITAL MANAGEMENT LLC	History	Added to	78,929	3,802	0.0%	0.0%	165	+11,201	16.54%	Q1 2026	May 15, 2026
World Investment Advisors	History	Added to	78,422	3,778	0.06%	0.06%	166	+4,630	6.27%	Q1 2026	Apr 27, 2026
NewEdge Advisors, LLC	History	Added to	77,501	3,733	0.01%	0.01%	167	+12,172	18.63%	Q1 2026	Jun 02, 2026
Cardinal Capital Management	History	Added to	75,027	3,614	0.47%	0.47%	168	+1,353	1.84%	Q1 2026	Apr 08, 2026
J. Goldman & Co LP	History	New	75,000	3,613	0.1%	—	169	+75,000	New	Q1 2026	May 15, 2026
Strategic Planning, Inc.	History	New	72,259	3,481	1.75%	—	170	+72,259	New	Q1 2026	May 18, 2026
MOTCO	History	Added to	69,435	3,345	0.31%	0.3%	171	+784	1.14%	Q1 2026	Apr 22, 2026
Brooklyn Investment Group	History	Added to	68,560	3,303	0.1%	0.1%	172	+22,704	49.51%	Q1 2026	Apr 29, 2026
First Bank & Trust	History	Reduced	67,996	3,276	0.53%	0.54%	173	-653	-0.95%	Q1 2026	Apr 10, 2026
Corient Private Wealth LLC	History	Reduced	68,331	3,111	0.0%	0.01%	175	-17,590	-20.47%	Q1 2026	May 15, 2026
FULTON BANK, N.A.	History	Added to	64,573	3,111	0.11%	0.08%	174	+14,658	29.37%	Q1 2026	Apr 24, 2026
HighTower Advisors, LLC	History	Reduced	64,096	3,088	0.0%	0.0%	176	-8,436	-11.63%	Q1 2026	May 05, 2026
Providence Capital Advisors, LLC	History	Added to	62,620	3,017	0.49%	0.5%	177	+1,713	2.81%	Q1 2026	May 14, 2026
Orion Porfolio Solutions, LLC	History	Reduced	61,915	2,983	0.03%	0.03%	178	-31,685	-33.85%	Q1 2026	May 13, 2026
Ashton Thomas Private Wealth, LLC	History	Added to	61,316	2,954	0.07%	0.06%	179	+9,569	18.49%	Q1 2026	May 11, 2026
GLENMEDE TRUST CO NA	History	Reduced	60,179	2,899	0.01%	0.01%	180	-2,482	-3.96%	Q1 2026	May 26, 2026
Waterfront Wealth Inc.	History	Added to	60,042	2,892	0.53%	0.45%	182	+10,375	20.89%	Q1 2026	Apr 30, 2026
Quadrature Capital Ltd	History	No change	60,025	2,892	0.03%	0.03%	181	0	0.0%	Q1 2026	May 15, 2026
BENJAMIN EDWARDS INC	History	Added to	58,109	2,799	0.03%	0.01%	183	+31,528	118.61%	Q1 2026	May 12, 2026
Vanguard Personalized Indexing Management, LLC	History	Reduced	57,771	2,783	0.03%	0.03%	184	-8,761	-13.17%	Q1 2026	May 14, 2026
YOUSIF CAPITAL MANAGEMENT, LLC	History	No change	57,290	2,760	0.03%	0.03%	185	0	0.0%	Q1 2026	Apr 24, 2026
Generali Investments CEE, investicni spolecnost, a.s.	History	Reduced	28,775	2,750	0.14%	0.21%	186	-2,220	-7.16%	Q1 2026	Apr 15, 2026
Arjuna Capital	History	Added to	57,028	2,747	0.7%	0.67%	187	+1,001	1.79%	Q1 2026	May 06, 2026
Raleigh Capital Management Inc.	History	Added to	56,770	2,735	0.94%	0.75%	188	+14,212	33.39%	Q1 2026	Apr 28, 2026
SSA SWISS ADVISORS AG	History	No change	56,555	2,727	1.27%	1.27%	189	0	0.0%	Q4 2025	Feb 26, 2026
AMG National Trust Bank	History	New	56,427	2,718	0.06%	—	190	+56,427	New	Q1 2026	May 04, 2026
Farther Finance Advisors, LLC	History	Added to	56,900	2,715	0.03%	0.02%	191	+14,605	34.53%	Q1 2026	Apr 07, 2026
44 WEALTH MANAGEMENT LLC	History	Reduced	55,469	2,672	0.93%	1.06%	192	-9,935	-15.19%	Q1 2026	May 15, 2026
Stelac Advisory Services LLC	History	New	56,555	2,661	0.54%	—	193	+56,555	New	Q1 2026	May 08, 2026
Aviso Financial Inc.	History	Added to	54,694	2,635	0.09%	0.09%	194	+6,977	14.62%	Q1 2026	May 13, 2026
Palouse Capital Management, Inc.	History	New	54,374	2,619	1.73%	—	195	+54,374	New	Q1 2026	Apr 24, 2026
CGN Advisors LLC	History	Added to	54,331	2,617	0.21%	0.2%	196	+3,190	6.24%	Q1 2026	Apr 13, 2026
Vise Technologies, Inc.	History	No change	53,313	2,583	0.05%	0.05%	197	0	0.0%	Q1 2026	Apr 21, 2026
Envestnet Portfolio Solutions, Inc.	History	Reduced	53,075	2,557	0.01%	0.01%	198	-26,497	-33.3%	Q1 2026	Apr 29, 2026
JANE STREET GROUP, LLC	History	Reduced	52,000	2,505	0.0%	0.0%	199	-225,666	-81.27%	Q1 2026	May 12, 2026
Focus Partners Wealth	History	Reduced	52,105	2,501	0.0%	0.0%	200	-7,754	-12.95%	Q1 2026	May 14, 2026
Walleye Capital LLC	History	Reduced	51,818	2,496	0.01%	0.04%	201	-199,383	-79.37%	Q1 2026	May 13, 2026
Harvest Portfolios Group Inc.	History	Added to	50,900	2,452	0.04%	0.03%	202	+13,500	36.1%	Q1 2026	May 14, 2026
EagleClaw Capital Managment, LLC	History	Reduced	50,835	2,449	0.34%	0.36%	203	-550	-1.07%	Q1 2026	May 08, 2026
PARK AVENUE SECURITIES LLC	History	Reduced	50,365	2,427	0.02%	0.02%	204	-3,621	-6.71%	Q1 2026	Apr 07, 2026
Neuberger Berman Group LLC	History	Added to	50,299	2,423	0.0%	0.0%	205	+6,559	15.0%	Q1 2026	May 14, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	Reduced	49,675	2,393	0.01%	0.02%	206	-4,980	-9.11%	Q1 2026	May 15, 2026
Blume Capital Management, Inc.	History	Added to	48,531	2,338	0.4%	0.23%	207	+22,765	88.35%	Q1 2026	May 01, 2026
Cambridge Investment Research Advisors, Inc.	History	Added to	47,821	2,304	0.01%	0.01%	208	+350	0.74%	Q1 2026	Apr 30, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	History	Reduced	46,620	2,246	0.0%	0.0%	209	-2,165	-4.44%	Q1 2026	May 15, 2026
Old Port Advisors	History	Added to	46,589	2,244	0.52%	0.52%	210	+2,502	5.68%	Q1 2026	Apr 06, 2026
Euro Pacific Asset Management, LLC	History	Added to	45,668	2,206	0.22%	0.23%	211	+1,980	4.53%	Q1 2026	May 06, 2026
Verdence Capital Advisors LLC	History	Added to	45,759	2,204	0.13%	0.1%	212	+12,275	36.66%	Q1 2026	Apr 30, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	Added to	45,423	2,188	0.0%	0.0%	213	+3,900	9.39%	Q1 2026	May 07, 2026
AUGUSTINE ASSET MANAGEMENT INC	History	Added to	44,975	2,166	0.49%	0.43%	214	+54	0.12%	Q1 2026	Apr 13, 2026
RHUMBLINE ADVISERS	History	Added to	44,385	2,138	0.0%	0.0%	215	+229	0.52%	Q1 2026	May 12, 2026
Crossmark Global Holdings, Inc.	History	Reduced	44,249	2,131	0.03%	0.03%	216	-3,778	-7.87%	Q1 2026	May 11, 2026
BLAIR WILLIAM & CO/IL	History	Added to	43,593	2,100	0.01%	0.0%	217	+39,212	895.05%	Q1 2026	May 08, 2026
China Universal Asset Management Co., Ltd.	History	Reduced	43,433	2,092	0.16%	0.21%	218	-11,687	-21.2%	Q1 2026	Apr 27, 2026
BTC Capital Management, Inc.	History	Added to	42,391	2,042	0.14%	0.11%	219	+10,106	31.3%	Q1 2026	Apr 20, 2026
WEALTH ALLIANCE, LLC	History	Added to	42,032	2,025	0.2%	0.16%	220	+8,118	23.94%	Q1 2026	May 14, 2026
MGO ONE SEVEN LLC	History	Reduced	41,547	2,001	0.04%	0.04%	221	-685	-1.62%	Q1 2026	May 14, 2026
DEUTSCHE BANK AG\	History	Reduced	40,269	1,940	0.0%	0.0%	222	-63	-0.16%	Q1 2026	May 06, 2026
HF Advisory Group, LLC	History	Added to	40,131	1,933	0.66%	0.56%	223	+6,984	21.07%	Q1 2026	Apr 21, 2026
PRINCIPAL SECURITIES, INC.	History	Added to	39,152	1,886	0.03%	0.03%	224	+2,612	7.15%	Q1 2026	May 13, 2026
Glass Wealth Management Co LLC	History	Added to	38,875	1,872	0.73%	0.72%	225	+2,775	7.69%	Q1 2026	May 01, 2026
Leo Wealth, LLC	History	Added to	38,079	1,834	0.13%	0.11%	226	+5,535	17.01%	Q1 2026	May 05, 2026
Cascade Investment Advisors, Inc.	History	Added to	37,773	1,819	1.08%	1.06%	227	+685	1.85%	Q1 2026	Apr 13, 2026
Great Lakes Retirement, Inc.	History	Added to	37,628	1,812	0.19%	0.18%	228	+2,830	8.13%	Q1 2026	May 06, 2026
GeoWealth Management, LLC	History	Added to	36,989	1,782	0.06%	0.06%	229	+4,885	15.22%	Q1 2026	May 13, 2026
KENNEDY CAPITAL MANAGEMENT LLC	History	Added to	36,982	1,781	0.04%	0.03%	230	+3,024	8.91%	Q1 2026	May 13, 2026
Sequoia Financial Advisors, LLC	History	Added to	36,712	1,768	0.01%	0.01%	231	+11,505	45.64%	Q1 2026	Apr 30, 2026
Arkadios Wealth Advisors	History	Added to	36,146	1,741	0.03%	0.03%	232	+315	0.88%	Q1 2026	May 18, 2026
ELEVATION POINT WEALTH PARTNERS, LLC	History	Added to	35,679	1,719	0.04%	0.01%	233	+29,900	517.39%	Q1 2026	Apr 27, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	Reduced	35,464	1,708	0.04%	0.05%	234	-10,172	-22.29%	Q1 2026	May 14, 2026
denkapparat Operations GmbH	History	New	34,572	1,665	0.69%	—	235	+34,572	New	Q1 2026	May 11, 2026
Advisory Services Network, LLC	History	Reduced	34,190	1,647	0.02%	0.02%	236	-1,781	-4.95%	Q1 2026	May 15, 2026
PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC	History	Added to	33,497	1,613	0.21%	0.2%	237	+2,445	7.87%	Q1 2026	May 04, 2026
Stablepoint Partners, LLC	History	Added to	33,412	1,609	0.24%	0.22%	238	+4,169	14.26%	Q1 2026	Apr 30, 2026
Laird Norton Wetherby Trust Company, LLC	History	Reduced	33,303	1,604	0.03%	0.04%	239	-6,549	-16.43%	Q1 2026	May 15, 2026
Advisors Asset Management, Inc.	History	Added to	32,608	1,571	0.03%	0.02%	240	+1,862	6.06%	Q1 2026	May 15, 2026
Aaron Wealth Advisors LLC	History	Added to	32,491	1,565	0.09%	0.07%	241	+6,647	25.72%	Q1 2026	Apr 21, 2026
CHOREO, LLC	History	Reduced	32,396	1,560	0.02%	0.02%	242	-7,767	-19.34%	Q1 2026	May 12, 2026
Equitable Holdings, Inc.	History	Reduced	31,823	1,542	0.01%	0.01%	243	-1,160	-3.52%	Q1 2026	May 15, 2026
Banco Santander, S.A.	History	Added to	31,879	1,535	0.01%	0.01%	244	+1,299	4.25%	Q1 2026	May 08, 2026
NBC SECURITIES, INC.	History	Added to	31,582	1,521	0.11%	0.1%	245	+4,069	14.79%	Q1 2026	Apr 14, 2026
Argent Trust Co	History	Reduced	31,232	1,504	0.05%	0.05%	246	-516	-1.63%	Q1 2026	May 13, 2026
AE Wealth Management LLC	History	Added to	30,538	1,471	0.01%	0.01%	247	+5,591	22.41%	Q1 2026	May 13, 2026
QUADRANT CAPITAL GROUP LLC	History	Added to	30,513	1,470	0.04%	0.04%	248	+2,627	9.42%	Q1 2026	May 13, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	Added to	30,508	1,469	0.0%	0.0%	249	+24,092	375.5%	Q1 2026	May 13, 2026
SageView Advisory Group, LLC	History	No change	29,022	1,406	0.05%	0.05%	250	0	0.0%	Q4 2025	Feb 17, 2026
Strategic Investment Advisors / MI	History	New	29,008	1,397	0.1%	—	251	+29,008	New	Q1 2026	May 18, 2026
FSB PREMIER WEALTH MANAGEMENT, INC.	History	Added to	28,831	1,389	0.44%	0.42%	252	+1,523	5.58%	Q1 2026	May 13, 2026
BAILARD, INC.	History	Added to	28,791	1,387	0.03%	0.03%	253	+1,849	6.86%	Q1 2026	May 11, 2026
STEPHENS INC /AR/	History	Added to	28,329	1,364	0.02%	0.02%	254	+2,539	9.84%	Q1 2026	Apr 28, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	Added to	27,809	1,339	0.0%	0.0%	255	+13,265	91.21%	Q1 2026	Apr 24, 2026
INTRUST BANK NA	History	Reduced	27,620	1,330	0.11%	0.12%	256	-1,195	-4.15%	Q1 2026	May 06, 2026
Richard C. Young & CO., LTD.	History	Reduced	27,405	1,320	0.11%	0.12%	257	-377	-1.36%	Q1 2026	May 07, 2026
BOOTHBAY FUND MANAGEMENT, LLC	History	New	27,132	1,307	0.02%	—	258	+27,132	New	Q1 2026	May 15, 2026
EVOLVE PRIVATE WEALTH, LLC	History	Added to	26,933	1,297	0.07%	0.06%	259	+5,075	23.22%	Q1 2026	Apr 16, 2026
RITHOLTZ WEALTH MANAGEMENT	History	Reduced	26,260	1,265	0.02%	0.02%	260	-1,438	-5.19%	Q1 2026	Apr 20, 2026
R Squared Ltd	History	Added to	26,030	1,254	0.69%	0.2%	261	+17,050	189.87%	Q1 2026	Apr 29, 2026
PEAPACK GLADSTONE FINANCIAL CORP	History	Reduced	26,005	1,253	0.02%	0.02%	262	-594	-2.23%	Q1 2026	May 15, 2026
FOURPATH CAPITAL MANAGEMENT, LLC	History	Added to	25,962	1,250	0.18%	0.13%	263	+6,149	31.04%	Q1 2026	May 01, 2026
SIGNATUREFD, LLC	History	Reduced	25,804	1,243	0.02%	0.03%	264	-8,396	-24.55%	Q1 2026	Apr 07, 2026
JAMISON PRIVATE WEALTH MANAGEMENT, INC.	History	Reduced	25,580	1,232	0.15%	0.15%	265	-698	-2.66%	Q1 2026	Apr 27, 2026
MAVERICK CAPITAL LTD	History	New	24,581	1,184	0.01%	—	266	+24,581	New	Q1 2026	May 15, 2026
STATE STREET CORP	History	No change	24,276	1,171	0.0%	0.0%	267	0	0.0%	Q1 2026	May 15, 2026
Snowden Capital Advisors LLC	History	Added to	24,160	1,164	0.03%	0.02%	268	+4,927	25.62%	Q1 2026	May 14, 2026
Nicholas Hoffman & Company, LLC.	History	Reduced	23,788	1,146	0.03%	0.03%	269	-777	-3.16%	Q1 2026	Apr 29, 2026
Probity Advisors, Inc.	History	Added to	23,679	1,140	0.18%	0.17%	270	+1,155	5.13%	Q1 2026	Apr 28, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE	History	Reduced	23,516	1,132	0.0%	0.0%	271	-33,713	-58.91%	Q1 2026	May 15, 2026
Cinctive Capital Management LP	History	New	22,936	1,105	0.07%	—	272	+22,936	New	Q1 2026	May 15, 2026
FIFTH THIRD BANCORP	History	Added to	22,916	1,104	0.0%	0.0%	273	+432	1.92%	Q1 2026	May 01, 2026
Concurrent Investment Advisors, LLC	History	Added to	22,310	1,074	0.01%	0.01%	274	+1,902	9.32%	Q1 2026	Apr 20, 2026
GC Wealth Management RIA, LLC	History	Added to	22,144	1,066	0.04%	0.03%	275	+4,305	24.13%	Q1 2026	May 14, 2026
Keystone Financial Planning, Inc.	History	No change	22,016	1,060	0.28%	0.31%	276	0	0.0%	Q1 2026	Apr 09, 2026
IEQ CAPITAL, LLC	History	Reduced	21,628	1,042	0.0%	0.0%	277	-1,969	-8.34%	Q1 2026	May 14, 2026
Global Retirement Partners, LLC	History	No change	21,385	1,036	0.02%	0.02%	278	0	0.0%	Q4 2025	Feb 06, 2026
REGATTA CAPITAL GROUP, LLC	History	Added to	20,516	988	0.15%	0.14%	279	+1,703	9.05%	Q1 2026	Apr 15, 2026
Sterling Capital Management LLC	History	Added to	20,353	980	0.02%	0.01%	280	+4,199	25.99%	Q1 2026	Apr 22, 2026
D.A. DAVIDSON & CO.	History	Added to	20,337	979	0.01%	0.0%	281	+8,847	77.0%	Q1 2026	May 05, 2026
HB Wealth Management, LLC	History	Reduced	20,240	975	0.01%	0.01%	282	-6,375	-23.95%	Q1 2026	Apr 27, 2026
Voya Financial Advisors, Inc.	History	Reduced	20,775	971	0.1%	0.1%	283	-566	-2.65%	Q1 2026	May 12, 2026
Smartleaf Asset Management LLC	History	Reduced	20,715	967	0.03%	0.04%	284	-1,872	-8.29%	Q1 2026	May 15, 2026
Banco de Sabadell, S.A	History	Added to	20,555	959	0.64%	0.54%	285	+3,465	20.28%	Q1 2026	May 08, 2026
BANK OF HAWAII	History	Reduced	19,562	942	0.05%	0.05%	286	-666	-3.29%	Q1 2026	May 14, 2026
CRUX WEALTH ADVISORS	History	Added to	19,194	924	0.35%	0.34%	287	+303	1.6%	Q1 2026	Apr 24, 2026
PZENA INVESTMENT MANAGEMENT LLC	History	Added to	19,088	919	0.0%	0.0%	288	+7,339	62.46%	Q1 2026	Apr 24, 2026
Caprock Group, LLC	History	Reduced	18,862	908	0.02%	0.04%	289	-16,034	-45.95%	Q1 2026	May 11, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	Reduced	18,929	905	0.0%	0.18%	290	-2,109,788	-99.11%	Q1 2026	May 01, 2026
EPG Wealth Management LLC	History	Added to	18,745	903	0.24%	0.24%	291	+101	0.54%	Q1 2026	May 07, 2026
Kestra Advisory Services, LLC	History	Reduced	18,732	902	0.0%	0.01%	292	-8,071	-30.11%	Q1 2026	Apr 30, 2026
Summit Trail Advisors, LLC	History	New	18,072	870	0.01%	—	293	+18,072	New	Q1 2026	May 12, 2026
Strategic Global Advisors, LLC	History	Added to	17,868	860	0.14%	0.05%	294	+10,631	146.9%	Q1 2026	May 15, 2026
Meriwether Wealth & Planning, LLC	History	Added to	17,376	837	0.46%	0.44%	295	+1,293	8.04%	Q1 2026	Apr 09, 2026
DRW Securities, LLC	History	Reduced	17,301	833	0.01%	0.03%	296	-6,499	-27.31%	Q1 2026	May 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	Reduced	17,101	823	0.01%	0.01%	297	-1,348	-7.31%	Q1 2026	Apr 20, 2026
Investors Research Corp	History	Added to	16,993	818	0.16%	0.0%	298	+16,725	6240.67%	Q1 2026	Apr 03, 2026
MidWestOne Financial Group, Inc.	History	No change	16,621	805	0.09%	0.09%	299	0	0.0%	Q4 2025	Feb 12, 2026
Peoples Bank/KS	History	Reduced	16,315	786	0.79%	0.81%	300	-415	-2.48%	Q1 2026	Apr 15, 2026
Gibbs Wealth Management	History	New	16,217	781	0.1%	—	301	+16,217	New	Q1 2026	May 13, 2026
Trivant Custom Portfolio Group, LLC	History	Added to	15,990	770	0.42%	0.44%	302	+358	2.29%	Q1 2026	May 14, 2026
Regal Investment Advisors LLC	History	Added to	15,971	769	0.04%	0.03%	303	+3,900	32.31%	Q1 2026	May 14, 2026
Keystone Financial Services	History	Added to	15,866	764	0.22%	0.21%	304	+1,227	8.38%	Q1 2026	May 06, 2026
Geneos Wealth Management Inc.	History	Reduced	15,502	746	0.02%	0.02%	305	-491	-3.07%	Q1 2026	May 04, 2026
INGALLS & SNYDER LLC	History	Added to	15,240	734	0.03%	0.03%	306	+125	0.83%	Q1 2026	May 13, 2026
SG Americas Securities, LLC	History	Reduced	15,142	730	0.0%	0.0%	307	-131	-0.86%	Q1 2026	Apr 16, 2026
Dorsey & Whitney Trust CO LLC	History	Reduced	15,021	723	0.04%	0.05%	308	-3,391	-18.42%	Q1 2026	May 14, 2026
Beverly Hills Private Wealth, LLC	History	Added to	14,891	717	0.12%	0.06%	309	+8,051	117.7%	Q1 2026	May 01, 2026
PROFUND ADVISORS LLC	History	Reduced	14,779	712	0.03%	0.03%	310	-2,300	-13.47%	Q1 2026	Apr 24, 2026
NLB Skladi, upravljanje premozenja, d.o.o.	History	No change	14,740	710	0.03%	0.03%	311	0	0.0%	Q1 2026	May 11, 2026
Transamerica Financial Advisors, LLC	History	Added to	14,711	708	0.06%	0.04%	312	+5,245	55.41%	Q1 2026	May 15, 2026
Apollon Wealth Management, LLC	History	Added to	14,503	698	0.01%	0.01%	313	+4,458	44.38%	Q1 2026	Apr 22, 2026
Storgate, LLC	History	Added to	14,488	698	0.55%	0.56%	314	+322	2.27%	Q1 2026	May 06, 2026
V-Square Quantitative Management LLC	History	No change	14,460	696	0.07%	0.07%	315	0	0.0%	Q1 2026	Apr 27, 2026
Abel Hall, LLC	History	Added to	14,365	692	0.15%	0.09%	317	+6,688	87.12%	Q1 2026	Apr 28, 2026
AlphaCentric Advisors LLC	History	Added to	14,382	692	0.69%	0.66%	316	+788	5.8%	Q1 2026	May 07, 2026
Athena Wealth Management, LLC	History	Added to	14,111	679	0.56%	0.42%	319	+5,259	59.41%	Q1 2026	Apr 17, 2026
Keudell/Morrison Wealth Management	History	Added to	14,103	679	0.14%	0.13%	318	+1,795	14.58%	Q1 2026	Apr 20, 2026
Clearstead Advisors, LLC	History	Added to	14,055	677	0.01%	0.01%	320	+101	0.72%	Q1 2026	May 06, 2026
BEACON FINANCIAL GROUP	History	Added to	13,991	674	0.07%	0.07%	321	+416	3.06%	Q1 2026	Apr 30, 2026
MAI Capital Management	History	Added to	13,904	669	0.0%	0.0%	322	+5,113	58.16%	Q1 2026	May 15, 2026
Mezzasalma Advisors, LLC	History	Added to	13,616	656	0.17%	0.14%	323	+1,230	9.93%	Q1 2026	Apr 17, 2026
Code Waechter LLC	History	Reduced	13,489	649	0.39%	0.45%	324	-937	-6.5%	Q1 2026	Apr 15, 2026
Cooper Financial Group	History	Added to	13,360	643	0.06%	0.06%	325	+2,432	22.25%	Q1 2026	Apr 07, 2026
Ausdal Financial Partners, Inc.	History	New	13,328	642	0.03%	—	326	+13,328	New	Q1 2026	May 12, 2026
BKM Wealth Management, LLC	History	Added to	13,310	641	0.23%	0.19%	327	+2,700	25.45%	Q1 2026	Apr 22, 2026
Compound Planning, Inc.	History	Reduced	13,299	640	0.02%	0.02%	328	-3,381	-20.27%	Q1 2026	May 14, 2026
Lantz Financial LLC	History	Added to	13,190	635	0.13%	0.11%	329	+2,886	28.01%	Q1 2026	Apr 09, 2026
Avantra Family Wealth, Inc.	History	Reduced	13,066	629	0.47%	0.47%	330	-224	-1.69%	Q1 2026	Apr 22, 2026
Versant Capital Management, Inc	History	Added to	12,996	626	0.06%	0.06%	331	+2,938	29.21%	Q1 2026	Apr 06, 2026
Stratos Wealth Partners, LTD.	History	Added to	12,958	624	0.01%	0.01%	332	+1,423	12.34%	Q1 2026	Apr 28, 2026
Ellevest, Inc.	History	Added to	12,791	616	0.09%	0.08%	333	+902	7.59%	Q1 2026	May 11, 2026
Park Place Capital Corp	History	Added to	12,523	603	0.12%	0.08%	334	+4,266	51.67%	Q1 2026	Apr 09, 2026
Ballentine Partners, LLC	History	Reduced	12,509	602	0.01%	0.01%	335	-343	-2.67%	Q1 2026	May 14, 2026
American State Bank (Iowa)	History	Added to	12,434	599	0.29%	0.28%	336	+374	3.1%	Q1 2026	Apr 14, 2026
OLD NATIONAL BANCORP /IN/	History	Added to	12,406	597	0.01%	0.01%	337	+1,369	12.4%	Q1 2026	Apr 21, 2026
Jefferies Financial Group Inc.	History	Added to	12,363	595	0.0%	0.0%	338	+2,604	26.68%	Q1 2026	May 07, 2026
Focus Partners Advisor Solutions, LLC	History	Added to	12,325	593	0.01%	0.01%	339	+442	3.72%	Q1 2026	May 13, 2026
Legacy Capital Wealth Partners, LLC	History	Reduced	12,289	592	0.12%	0.13%	340	-65	-0.53%	Q1 2026	May 15, 2026
TWIN CITY PRIVATE WEALTH, LLC	History	Added to	12,189	587	0.45%	0.45%	341	+30	0.25%	Q1 2026	Apr 24, 2026
Leisure Capital Management	History	Reduced	12,179	586	0.21%	0.24%	342	-3,071	-20.14%	Q1 2026	May 08, 2026
Integrated Wealth Concepts LLC	History	New	12,134	584	0.0%	—	343	+12,134	New	Q1 2026	May 15, 2026
VIKING FUND MANAGEMENT LLC	History	New	12,000	578	0.06%	—	345	+12,000	New	Q1 2026	Apr 10, 2026
B. Riley Wealth Advisors, Inc.	History	Reduced	12,392	578	0.04%	0.03%	344	-1,504	-10.82%	Q1 2026	Apr 24, 2026
Colonial River Investments, LLC	History	Added to	11,652	561	0.2%	0.19%	346	+712	6.51%	Q1 2026	Apr 27, 2026
Cerro Pacific Wealth Advisors LLC	History	Reduced	11,599	558	0.15%	0.15%	347	-192	-1.63%	Q1 2026	Apr 10, 2026
SkyView Investment Advisors, LLC	History	Added to	11,565	557	0.07%	0.05%	348	+2,744	31.11%	Q1 2026	May 14, 2026
PARSONS CAPITAL MANAGEMENT INC/RI	History	Reduced	11,541	556	0.03%	0.03%	349	-1,124	-8.87%	Q1 2026	Apr 15, 2026
Hilltop Holdings Inc.	History	Reduced	11,225	540	0.05%	0.04%	350	-3,571	-24.13%	Q1 2026	May 14, 2026
Hudson Portfolio Management LLC	History	No change	11,225	540	0.45%	0.47%	351	0	0.0%	Q1 2026	May 14, 2026
COURIER CAPITAL LLC	History	Reduced	11,178	538	0.03%	0.03%	352	-476	-4.08%	Q1 2026	Apr 23, 2026
JOHNSON INVESTMENT COUNSEL INC	History	Reduced	11,106	535	0.0%	0.0%	353	-726	-6.14%	Q1 2026	May 01, 2026
First City Capital Management, Inc.	History	Reduced	11,020	530	0.28%	0.29%	354	-300	-2.65%	Q1 2026	Apr 17, 2026
ProShare Advisors LLC	History	Reduced	10,949	527	0.0%	0.0%	355	-739	-6.32%	Q1 2026	Apr 24, 2026
Amundi	History	New	10,890	524	0.0%	—	356	+10,890	New	Q1 2026	May 15, 2026
Manske Wealth Management	History	Added to	10,812	520	0.15%	0.15%	357	+192	1.81%	Q1 2026	Apr 30, 2026
LAZARD ASSET MANAGEMENT LLC	History	Reduced	10,783	519	0.0%	0.0%	359	-4,286	-28.44%	Q1 2026	May 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	Reduced	10,773	519	0.0%	0.0%	358	-996	-8.46%	Q1 2026	May 14, 2026
DGS Capital Management, LLC	History	Reduced	10,737	517	0.08%	0.09%	360	-720	-6.28%	Q1 2026	Apr 28, 2026
Waverly Advisors, LLC	History	Reduced	10,640	512	0.0%	0.0%	361	-2,025	-15.99%	Q1 2026	May 15, 2026
OPPENHEIMER & CO INC	History	Added to	10,611	511	0.01%	0.01%	362	+54	0.51%	Q1 2026	Apr 23, 2026
Checchi Capital Advisers, LLC	History	Reduced	10,488	505	0.03%	0.03%	363	-479	-4.37%	Q1 2026	May 04, 2026
Evelyn Partners Asset Management Ltd	History	Added to	10,414	501	0.12%	0.11%	364	+1,005	10.68%	Q1 2026	May 15, 2026
WEDBUSH SECURITIES INC	History	Reduced	10,347	499	0.01%	0.02%	365	-408	-3.79%	Q1 2026	Apr 21, 2026
NAPLES GLOBAL ADVISORS, LLC	History	Reduced	10,348	498	0.04%	0.04%	366	-809	-7.25%	Q1 2026	Apr 20, 2026
Moors & Cabot, Inc.	History	Added to	10,313	496	0.02%	0.02%	368	+2,146	26.28%	Q1 2026	May 08, 2026
HUNTINGTON NATIONAL BANK	History	Added to	10,308	496	0.0%	0.0%	367	+1,352	15.1%	Q1 2026	May 15, 2026
REXFORD CAPITAL INC	History	Added to	10,276	495	0.35%	0.37%	369	+68	0.67%	Q1 2026	Apr 23, 2026
ADVISORTRUST PARTNERS, LLC	History	Added to	10,123	487	0.2%	0.19%	370	+1,105	12.25%	Q1 2026	May 06, 2026
PING CAPITAL MANAGEMENT, INC.	History	Added to	10,000	481	0.14%	0.08%	372	+4,000	66.67%	Q1 2026	Apr 27, 2026
SEARLE & CO.	History	No change	10,000	481	0.12%	0.12%	371	0	0.0%	Q1 2026	May 08, 2026
Arax Advisory Partners	History	Reduced	10,259	479	0.01%	0.03%	373	-11,317	-52.45%	Q1 2026	May 13, 2026
Qtron Investments LLC	History	Reduced	9,942	479	0.06%	0.08%	374	-3,221	-24.47%	Q1 2026	May 15, 2026
Persistent Asset Partners Ltd	History	Added to	9,946	479	0.18%	0.16%	375	+2,501	33.59%	Q1 2026	May 12, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	Reduced	9,895	477	0.01%	0.01%	376	-3,755	-27.51%	Q1 2026	May 11, 2026
Sivia Capital Partners, LLC	History	Added to	9,716	468	0.09%	0.07%	377	+2,074	27.14%	Q1 2026	May 12, 2026
PINNACLE ASSOCIATES LTD	History	Added to	9,683	466	0.01%	0.01%	378	+355	3.81%	Q1 2026	Apr 21, 2026
Sowell Financial Services LLC	History	Added to	9,602	462	0.02%	0.02%	379	+1,122	13.23%	Q1 2026	Apr 20, 2026
PERSONAL CFO SOLUTIONS, LLC	History	Added to	9,568	460	0.06%	0.06%	380	+1,796	23.11%	Q1 2026	Apr 30, 2026
Hilltop National Bank	History	Reduced	9,472	456	0.11%	0.15%	382	-3,407	-26.45%	Q1 2026	Apr 02, 2026
Cohen Investment Advisors LLC	History	Added to	9,480	456	0.22%	0.21%	381	+263	2.85%	Q1 2026	Apr 28, 2026
CreativeOne Wealth, LLC	History	Added to	9,374	451	0.01%	0.01%	383	+504	5.68%	Q1 2026	May 15, 2026
Raab & Moskowitz Asset Management LLC	History	Added to	9,307	448	0.1%	0.1%	384	+125	1.36%	Q1 2026	May 21, 2026
Wealth Enhancement Trust Services, Inc.	History	New	9,143	440	0.05%	—	385	+9,143	New	Q1 2026	Apr 08, 2026
SIH Partners, LLLP	History	Added to	9,012	434	0.01%	0.0%	386	+4,512	100.27%	Q1 2026	May 15, 2026
Central Pacific Bank - Trust Division	History	Reduced	9,000	433	0.06%	0.1%	388	-8,350	-48.13%	Q1 2026	Apr 07, 2026
Allworth Financial LP	History	Added to	8,990	433	0.0%	0.0%	387	+181	2.05%	Q1 2026	May 14, 2026
PCM Encore, LLC	History	Added to	8,935	430	0.09%	0.09%	389	+236	2.71%	Q1 2026	May 12, 2026
Empowered Funds, LLC	History	Added to	8,858	426	0.0%	0.0%	390	+3,056	52.67%	Q1 2026	May 14, 2026
Paragon Private Wealth Management, LLC	History	Added to	8,802	424	0.13%	0.07%	391	+3,955	81.6%	Q1 2026	May 19, 2026
Tranquilli Financial Advisor LLC	History	Reduced	8,726	420	0.25%	0.25%	393	-30	-0.34%	Q1 2026	May 11, 2026
TI-TRUST, INC	History	No change	8,733	420	0.25%	0.26%	392	0	0.0%	Q1 2026	Apr 28, 2026
CHIRON CAPITAL MANAGEMENT, LLC	History	New	8,602	414	0.42%	—	394	+8,602	New	Q1 2026	Apr 21, 2026
BESSEMER GROUP INC	History	Reduced	8,530	411	0.0%	0.0%	395	-486	-5.39%	Q1 2026	May 06, 2026
Stokes Family Office, LLC	History	Reduced	8,504	409	0.04%	0.04%	396	-1,357	-13.76%	Q1 2026	May 11, 2026
ATLANTIC FAMILY WEALTH, LLC	History	Added to	8,402	404	0.29%	0.23%	397	+2,111	33.56%	Q1 2026	May 08, 2026
Navigation Group, LLC	History	New	8,315	400	0.09%	—	399	+8,315	New	Q1 2026	May 05, 2026
Kentucky Trust Co	History	No change	8,310	400	0.21%	0.21%	398	0	0.0%	Q1 2026	Apr 17, 2026
JEPPSON WEALTH MANAGEMENT, LLC	History	New	8,275	398	0.12%	—	400	+8,275	New	Q1 2026	Apr 14, 2026
REGIONS FINANCIAL CORP	History	Reduced	8,222	396	0.0%	0.0%	401	-1,005	-10.89%	Q1 2026	May 05, 2026
SAGE RHINO CAPITAL LLC	History	Reduced	8,190	394	0.07%	0.07%	402	-4	-0.05%	Q1 2026	Apr 28, 2026
Gateway Wealth Partners, LLC	History	New	8,163	393	0.02%	—	403	+8,163	New	Q1 2026	May 15, 2026
HM PAYSON & CO	History	Added to	8,148	392	0.01%	0.0%	404	+900	12.42%	Q1 2026	Apr 13, 2026
Forza Wealth Management, LLC	History	No change	8,145	392	0.14%	0.14%	405	0	0.0%	Q1 2026	Apr 30, 2026
BSW Wealth Partners	History	Added to	8,133	391	0.05%	0.03%	406	+2,466	43.52%	Q1 2026	Apr 14, 2026
Cordgrass Capital Advisors, LLC	History	No change	8,123	391	0.09%	0.09%	407	0	0.0%	Q1 2026	May 07, 2026
GENESIS PRIVATE WEALTH, LLC	History	Added to	8,056	388	0.12%	0.09%	408	+1,732	27.39%	Q1 2026	Apr 16, 2026
Pekin Hardy Strauss, Inc.	History	Reduced	7,937	382	0.04%	0.04%	409	-1,750	-18.07%	Q1 2026	May 06, 2026
Blue Trust, Inc.	History	Reduced	7,926	381	0.0%	0.01%	410	-2,251	-22.12%	Q1 2026	Apr 20, 2026
Aspen Grove Capital, LLC	History	Added to	7,725	372	0.07%	0.06%	411	+87	1.14%	Q1 2026	May 14, 2026
J.W. COLE ADVISORS, INC.	History	Reduced	7,616	366	0.01%	0.01%	412	-296	-3.74%	Q1 2026	Apr 23, 2026
Arista Wealth Management, LLC	History	No change	7,520	362	0.04%	0.04%	413	0	0.0%	Q1 2026	Apr 30, 2026
AssuredPartners Investment Advisors, LLC	History	Reduced	7,591	361	0.04%	0.06%	414	-68	-0.89%	Q1 2026	Apr 10, 2026
SPWM Advisors LLC	History	Added to	8,331	357	0.31%	0.37%	415	+212	2.61%	Q1 2026	May 14, 2026
Gallacher Capital Management LLC	History	Reduced	7,253	349	0.13%	0.18%	416	-2,296	-24.04%	Q1 2026	May 05, 2026
Revisor Wealth Management LLC	History	Added to	7,213	347	0.1%	0.09%	417	+142	2.01%	Q1 2026	Apr 27, 2026
Wynn Capital, LLC	History	Added to	7,216	347	0.18%	0.17%	418	+5	0.07%	Q1 2026	Apr 13, 2026
Cherokee Insurance Co	History	No change	7,213	347	0.13%	0.14%	419	0	0.0%	Q1 2026	Apr 28, 2026
PRIVATE TRUST CO NA	History	Added to	7,188	346	0.03%	0.02%	420	+2,169	43.22%	Q1 2026	Apr 30, 2026
Greenfield Seitz Capital Management, LLC	History	Reduced	7,195	346	0.1%	0.12%	421	-525	-6.8%	Q1 2026	Apr 24, 2026
Prospera Financial Services Inc	History	Reduced	7,122	343	0.01%	0.01%	422	-6,563	-47.96%	Q1 2026	Apr 14, 2026
Composition Wealth, LLC	History	New	7,099	342	0.0%	—	424	+7,099	New	Q1 2026	Apr 08, 2026
Independent Advisor Alliance	History	Reduced	7,110	342	0.0%	0.01%	423	-1,340	-15.86%	Q1 2026	May 12, 2026
FDx Advisors, Inc.	History	New	7,065	340	0.11%	—	425	+7,065	New	Q1 2026	May 01, 2026
LEVEL FOUR ADVISORY SERVICES, LLC	History	New	7,062	340	0.01%	—	426	+7,062	New	Q1 2026	May 14, 2026
CenterStar Asset Management, LLC	History	New	7,000	337	0.04%	—	431	+7,000	New	Q1 2026	May 01, 2026
Sunpointe, LLC	History	Added to	6,995	337	0.11%	0.09%	429	+1,649	30.85%	Q1 2026	Apr 21, 2026
NEW WAVE WEALTH ADVISORS LLC	History	Added to	7,003	337	0.12%	0.11%	430	+692	10.96%	Q1 2026	May 04, 2026
GUGGENHEIM CAPITAL LLC	History	Added to	7,000	337	0.0%	0.0%	428	+154	2.25%	Q1 2026	May 15, 2026
ST GERMAIN D J CO INC	History	Reduced	7,005	337	0.01%	0.01%	427	-100	-1.41%	Q1 2026	Apr 13, 2026
LAUREL OAK WEALTH MANAGEMENT, LLC	History	Reduced	6,982	336	0.06%	0.06%	432	-683	-8.91%	Q1 2026	Apr 21, 2026
WEATHERLY ASSET MANAGEMENT L. P.	History	Reduced	6,936	334	0.03%	0.03%	433	-841	-10.81%	Q1 2026	Apr 15, 2026
MISSION WEALTH MANAGEMENT, LP	History	Reduced	6,909	332	0.01%	0.01%	434	-354	-4.87%	Q1 2026	May 15, 2026
Phillips Wealth Planners LLC	History	New	7,787	330	0.25%	—	435	+7,787	New	Q1 2026	May 14, 2026
Meridian Wealth Management, LLC	History	Reduced	6,839	329	0.01%	0.01%	437	-439	-6.03%	Q1 2026	May 06, 2026
RNC CAPITAL MANAGEMENT LLC	History	No change	6,808	329	0.01%	0.01%	436	0	0.0%	Q4 2025	Feb 03, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC	History	New	7,137	328	0.01%	—	441	+7,137	New	Q1 2026	May 01, 2026
Bulltick Wealth Management, LLC	History	New	6,818	328	0.07%	—	440	+6,818	New	Q1 2026	Apr 27, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	Reduced	6,821	328	0.0%	0.01%	438	-3,310	-32.67%	Q1 2026	May 08, 2026
Ascentis Independent Advisors	History	Added to	6,813	328	0.02%	0.04%	439	+1,126	19.8%	Q1 2026	Apr 28, 2026
Abacus Wealth Partners, LLC	History	Reduced	6,806	327	0.03%	0.05%	443	-2,778	-28.99%	Q1 2026	Apr 24, 2026
EAGLE ROCK INVESTMENT COMPANY, LLC	History	No change	6,800	327	0.05%	0.05%	442	0	0.0%	Q1 2026	Apr 08, 2026
Cetera Trust Company, N.A	History	No change	6,790	327	0.18%	0.18%	444	0	0.0%	Q1 2026	May 08, 2026
J.M. Arbour, LLC	History	Added to	6,714	323	0.31%	0.26%	446	+1,232	22.47%	Q1 2026	Apr 21, 2026
Lido Advisors, LLC	History	Reduced	6,713	323	0.0%	0.0%	445	-488	-6.78%	Q1 2026	May 13, 2026
Clearbridge Investments, LLC	History	Reduced	6,689	322	0.0%	0.0%	448	-55,383	-89.22%	Q1 2026	May 13, 2026
CENTAURUS FINANCIAL, INC.	History	Reduced	6,689	322	0.02%	0.02%	447	-326	-4.65%	Q1 2026	May 18, 2026
IFS Group,LLC	History	New	6,673	321	0.29%	—	450	+6,673	New	Q1 2026	May 18, 2026
Pinnacle Wealth Planning Services, Inc.	History	Reduced	6,673	321	0.03%	0.05%	449	-4,181	-38.52%	Q1 2026	May 11, 2026
Savant Capital, LLC	History	Reduced	6,631	319	0.0%	0.0%	451	-1,992	-23.1%	Q1 2026	May 04, 2026
PDS Planning, Inc	History	Reduced	6,557	315	0.02%	0.02%	452	-22	-0.33%	Q1 2026	Apr 21, 2026
Parallel Advisors, LLC	History	Added to	6,503	313	0.01%	0.0%	453	+1,944	42.64%	Q1 2026	Jun 02, 2026
Y-Intercept (Hong Kong) Ltd	History	Reduced	6,492	312	0.01%	0.08%	454	-67,064	-91.17%	Q1 2026	Apr 27, 2026
BankPlus Trust Department	History	New	6,400	308	0.08%	—	456	+6,400	New	Q1 2026	May 11, 2026
E&G Advisors, LP	History	No change	6,398	308	0.07%	0.07%	455	0	0.0%	Q1 2026	Apr 21, 2026
Rehmann Capital Advisory Group	History	Reduced	6,381	307	0.02%	0.04%	457	-7,659	-54.55%	Q1 2026	May 15, 2026
Corient IA LLC	History	No change	6,390	307	0.29%	0.29%	458	0	0.0%	Q1 2026	May 14, 2026
Pinnacle West Asset Management, Inc.	History	Added to	6,350	306	0.21%	0.19%	460	+175	2.83%	Q1 2026	May 14, 2026
Kingsview Wealth Management, LLC	History	Added to	6,357	306	0.0%	0.0%	459	+71	1.13%	Q1 2026	May 12, 2026
FIDUCIARY FINANCIAL GROUP, LLC	History	Reduced	6,279	302	0.04%	0.04%	461	-14	-0.22%	Q1 2026	Apr 13, 2026
GREENLEAF TRUST	History	Reduced	6,235	300	0.0%	0.0%	462	-886	-12.44%	Q1 2026	Apr 27, 2026
Advyzon Investment Management, LLC	History	New	6,197	298	0.03%	—	463	+6,197	New	Q1 2026	May 12, 2026
INSIGNEO ADVISORY SERVICES, LLC	History	New	6,157	296	0.02%	—	465	+6,157	New	Q1 2026	May 12, 2026
First Affirmative Financial Network	History	New	6,156	296	0.11%	—	464	+6,156	New	Q1 2026	May 11, 2026
ALTA CAPITAL MANAGEMENT LLC/	History	New	6,058	291	0.02%	—	467	+6,058	New	Q1 2026	May 08, 2026
Bruce G. Allen Investments, LLC	History	Added to	6,051	291	0.19%	0.19%	466	+350	6.14%	Q1 2026	May 08, 2026
Trek Financial, LLC	History	Added to	6,027	290	0.02%	0.01%	468	+1,627	36.98%	Q1 2026	May 13, 2026
BINGHAM PRIVATE WEALTH, LLC	History	New	5,941	286	0.23%	—	470	+5,941	New	Q1 2026	May 07, 2026
GF FUND MANAGEMENT CO. LTD.	History	Added to	5,943	286	0.0%	0.0%	469	+744	14.31%	Q1 2026	Apr 15, 2026
Perigon Wealth Management, LLC	History	Reduced	5,860	282	0.01%	0.01%	471	-312	-5.06%	Q1 2026	Apr 10, 2026
CENTRAL TRUST Co	History	Added to	5,848	281	0.01%	0.01%	472	+412	7.58%	Q1 2026	Apr 17, 2026
Patten Group, Inc.	History	Reduced	5,796	279	0.05%	0.05%	473	-27	-0.46%	Q1 2026	Apr 24, 2026
Whetstone Capital Advisors, LLC	History	Added to	5,774	278	0.1%	0.07%	475	+1,020	21.46%	Q1 2026	May 15, 2026
Avidian Wealth Enterprises, LLC	History	Reduced	5,775	278	0.01%	0.01%	474	-146	-2.47%	Q1 2026	May 07, 2026
OneDigital Investment Advisors LLC	History	Reduced	5,780	278	0.0%	0.0%	476	-72	-1.23%	Q1 2026	May 08, 2026
Modern Wealth Management, LLC	History	New	5,672	270	0.0%	—	477	+5,672	New	Q1 2026	May 14, 2026
OpenArc Corporate Advisory, LLC	History	New	5,592	269	0.0%	—	478	+5,592	New	Q1 2026	May 11, 2026
HBK Sorce Advisory LLC	History	Added to	6,174	267	0.01%	0.01%	479	+1,486	31.7%	Q1 2026	May 11, 2026
U.S. Capital Wealth Advisors, LLC	History	Reduced	5,554	267	0.01%	0.01%	481	-513	-8.46%	Q1 2026	Apr 07, 2026
FLC Capital Advisors	History	No change	5,543	267	0.05%	0.05%	480	0	0.0%	Q1 2026	May 01, 2026
Collaborative Fund Advisors, LLC	History	New	5,524	266	0.16%	—	483	+5,524	New	Q1 2026	Apr 28, 2026
NATURAL INVESTMENTS, LLC	History	Added to	5,533	266	0.07%	0.07%	482	+95	1.75%	Q1 2026	May 01, 2026
DCF Advisers, LLC	History	Reduced	5,500	264	0.07%	0.27%	485	-15,500	-73.81%	Q1 2026	May 11, 2026
Bridgewater Advisors Inc.	History	Added to	6,228	264	0.02%	0.01%	484	+1,592	34.34%	Q1 2026	May 14, 2026
FOCUSED ALPHA, LLC	History	Added to	5,489	264	0.08%	0.06%	486	+1,198	27.92%	Q1 2026	May 12, 2026
Interchange Capital Partners, LLC	History	New	4,732	261	0.08%	—	487	+4,732	New	Q1 2026	Apr 23, 2026
Prosperity Consulting Group, LLC	History	Reduced	5,415	260	0.01%	0.06%	488	-23,607	-81.34%	Q1 2026	May 05, 2026
Kathmere Capital Management, LLC	History	Added to	5,250	252	0.02%	0.02%	489	+318	6.45%	Q1 2026	Apr 28, 2026
Frec Markets, Inc.	History	New	5,222	251	0.04%	—	491	+5,222	New	Q1 2026	May 13, 2026
Analyst IMS Investment Management Services Ltd.	History	No change	5,208	251	0.01%	0.01%	490	0	0.0%	Q1 2026	Apr 23, 2026
TRUST CO OF VERMONT	History	No change	5,167	250	0.01%	0.01%	492	0	0.0%	Q4 2025	Jan 16, 2026
SummitTX Capital, L.P.	History	New	5,157	248	0.01%	—	496	+5,157	New	Q1 2026	May 15, 2026
Portside Wealth Group, LLC	History	New	5,152	248	0.03%	—	495	+5,152	New	Q1 2026	May 12, 2026
Valeo Financial Advisors, LLC	History	Reduced	5,162	248	0.01%	0.01%	493	-1,630	-24.0%	Q1 2026	May 08, 2026
SeaCrest Wealth Management, LLC	History	Reduced	5,167	248	0.03%	0.03%	494	-555	-9.7%	Q1 2026	Apr 15, 2026
Zhang Financial LLC	History	Added to	5,130	247	0.01%	0.01%	497	+130	2.6%	Q1 2026	May 06, 2026
Diversify Advisory Services, LLC	History	New	5,359	246	0.04%	—	498	+5,359	New	Q1 2026	May 01, 2026
Grove Bank & Trust	History	Reduced	5,030	242	0.03%	0.03%	499	-140	-2.71%	Q1 2026	Apr 08, 2026
Old North State Trust, LLC	History	No change	5,010	241	0.14%	0.14%	500	0	0.0%	Q1 2026	May 13, 2026
Epoch Investment Partners, Inc.	History	New	4,996	240	0.0%	—	504	+4,996	New	Q1 2026	May 14, 2026
Kestra Investment Management, LLC	History	New	4,993	240	0.0%	—	505	+4,993	New	Q1 2026	May 11, 2026
SYON CAPITAL LLC	History	Reduced	4,990	240	0.01%	0.02%	502	-2,896	-36.72%	Q1 2026	May 13, 2026
GAMMA Investing LLC	History	Reduced	4,702	240	0.01%	0.01%	503	-662	-12.34%	Q1 2026	Apr 06, 2026
Beacon Bank & Trust	History	Reduced	4,987	240	0.05%	0.05%	501	-318	-5.99%	Q1 2026	Apr 28, 2026
EP Wealth Advisors, LLC	History	Reduced	4,938	237	0.0%	0.0%	506	-6,392	-56.42%	Q1 2026	May 14, 2026
Forum Finance Group S.A.	History	New	6,299	235	0.13%	—	510	+6,299	New	Q1 2026	May 07, 2026
Cresset Asset Management, LLC	History	New	4,896	235	0.0%	—	509	+4,896	New	Q1 2026	May 15, 2026
Ledyard National Bank	History	Reduced	4,881	235	0.02%	0.03%	508	-1,210	-19.87%	Q1 2026	Apr 24, 2026
SENTINEL TRUST CO LBA	History	No change	4,878	235	0.02%	0.02%	507	0	0.0%	Q1 2026	May 07, 2026
Focus Financial Network, Inc.	History	New	4,856	233	0.01%	—	511	+4,856	New	Q1 2026	Apr 14, 2026
SAGESPRING WEALTH PARTNERS, LLC	History	Reduced	4,811	231	0.0%	0.01%	512	-2,812	-36.89%	Q1 2026	May 07, 2026
Leonard Rickey Investment Advisors P.L.L.C.	History	Reduced	4,760	229	0.04%	0.05%	514	-385	-7.48%	Q1 2026	Apr 08, 2026
Foyston, Gordon & Payne Inc	History	Added to	4,755	229	0.05%	0.05%	513	+343	7.77%	Q1 2026	May 11, 2026
Essex Financial Services, Inc.	History	Reduced	4,739	228	0.01%	0.01%	515	-552	-10.43%	Q1 2026	Apr 24, 2026
INDEPENDENT FINANCIAL GROUP, LLC	History	Added to	4,714	227	0.01%	0.0%	516	+252	5.65%	Q1 2026	May 15, 2026
Nolet Wealth Management, LLC	History	New	4,690	225	0.13%	—	518	+4,690	New	Q1 2026	May 05, 2026
Jacobi Capital Management LLC	History	Reduced	4,685	225	0.01%	0.01%	517	-197	-4.04%	Q1 2026	May 13, 2026
Bond & Devick Financial Network, Inc.	History	New	4,654	224	0.06%	—	520	+4,654	New	Q1 2026	Apr 08, 2026
Harrington Investments, INC	History	No change	4,657	224	0.12%	0.11%	519	0	0.0%	Q1 2026	Apr 13, 2026
Avior Wealth Management, LLC	History	Added to	4,638	223	0.01%	0.01%	521	+353	8.24%	Q1 2026	Apr 09, 2026
Opal Wealth Advisors, LLC	History	Added to	4,619	222	0.05%	0.06%	522	+188	4.24%	Q1 2026	Apr 14, 2026
Hennion & Walsh Asset Management, Inc.	History	Added to	4,590	221	0.01%	0.01%	523	+440	10.6%	Q1 2026	May 13, 2026
XPONANCE LLC	History	New	4,550	219	0.0%	—	525	+4,550	New	Q1 2026	May 13, 2026
West Family Investments, Inc.	History	Reduced	4,557	219	0.08%	0.08%	524	-2,217	-32.73%	Q1 2026	May 07, 2026
Kendall Capital Management	History	No change	4,540	218	0.04%	0.05%	526	0	0.0%	Q1 2026	Apr 24, 2026
Brookstone Capital Management	History	New	4,508	217	0.0%	—	528	+4,508	New	Q1 2026	Apr 16, 2026
COMMERCE BANK	History	Reduced	4,512	217	0.0%	0.0%	527	-1,539	-25.43%	Q1 2026	May 11, 2026
Capital Investment Advisory Services, LLC	History	New	4,490	216	0.02%	—	529	+4,490	New	Q1 2026	May 05, 2026
Larry Mathis Financial Planning, LLC	History	New	4,486	216	0.19%	—	530	+4,486	New	Q1 2026	Apr 21, 2026
Symphony Financial, Ltd. Co.	History	New	4,505	214	0.03%	—	534	+4,505	New	Q1 2026	Apr 30, 2026
180 WEALTH ADVISORS, LLC	History	Reduced	4,460	214	0.02%	0.03%	532	-709	-13.72%	Q1 2026	May 01, 2026
WESBANCO BANK INC	History	Reduced	4,462	214	0.01%	0.01%	531	-465	-9.44%	Q1 2026	Apr 21, 2026
Net Worth Advisory Group	History	Reduced	4,445	214	0.04%	0.04%	533	-50	-1.11%	Q1 2026	May 05, 2026
VALLEY NATIONAL ADVISERS INC	History	No change	4,430	213	0.03%	0.03%	535	0	0.0%	Q1 2026	Apr 15, 2026
Bank OZK	History	Added to	4,369	210	0.07%	0.07%	536	+80	1.87%	Q1 2026	May 13, 2026
Intrua Financial, LLC	History	New	4,333	208	0.02%	—	538	+4,333	New	Q1 2026	Apr 23, 2026
Ritter Daniher Financial Advisory LLC / DE	History	Reduced	4,326	208	0.04%	0.04%	537	-94	-2.13%	Q1 2026	May 06, 2026
JACOBS & CO/CA	History	Reduced	4,305	207	0.02%	0.03%	539	-1,510	-25.97%	Q1 2026	Apr 07, 2026
Resonant Capital Advisors, LLC	History	New	4,289	206	0.01%	—	540	+4,289	New	Q1 2026	Apr 29, 2026
PATTEN & PATTEN INC/TN	History	No change	4,232	203	0.01%	0.01%	541	0	0.0%	Q1 2026	May 01, 2026
PARK NATIONAL CORP /OH/	History	Reduced	4,213	202	0.01%	0.01%	542	-319	-7.04%	Q1 2026	Apr 16, 2026
Maia Wealth LLC	History	Reduced	4,208	202	0.03%	0.03%	544	-81	-1.89%	Q1 2026	May 08, 2026
CVA Family Office, LLC	History	No change	4,200	202	0.02%	0.02%	543	0	0.0%	Q1 2026	Apr 29, 2026
MONECO ADVISORS, LLC	History	New	4,162	200	0.02%	—	545	+4,162	New	Q1 2026	May 07, 2026
Archer Investment Corp	History	No change	4,072	196	0.04%	0.04%	546	0	0.0%	Q1 2026	May 04, 2026
CIBC Private Wealth Group LLC	History	No change	4,008	194	0.0%	0.0%	547	0	0.0%	Q4 2025	Feb 12, 2026
Cromwell Holdings LLC	History	Reduced	3,914	188	0.11%	0.13%	549	-987	-20.14%	Q1 2026	Apr 30, 2026
ROTHSCHILD INVESTMENT LLC	History	Added to	3,909	188	0.01%	0.01%	548	+53	1.37%	Q1 2026	May 07, 2026
TORONTO DOMINION BANK	History	Added to	3,855	186	0.0%	0.0%	550	+2,065	115.36%	Q1 2026	May 15, 2026
Mirae Asset Global Investments Co., Ltd.	History	Reduced	3,676	177	0.0%	0.0%	551	-26,074	-87.64%	Q1 2026	May 04, 2026
Knights of Columbus Asset Advisors LLC	History	No change	3,689	177	0.01%	0.01%	552	0	0.0%	Q1 2026	May 11, 2026
Hara Capital LLC	History	No change	3,388	163	0.08%	0.09%	553	0	0.0%	Q1 2026	May 14, 2026
EverSource Wealth Advisors, LLC	History	Added to	3,283	158	0.0%	0.0%	554	+1,408	75.09%	Q1 2026	May 15, 2026
Anchor Investment Management, LLC	History	Added to	3,137	151	0.01%	0.01%	555	+37	1.19%	Q1 2026	May 01, 2026
PARADIGM ASSET MANAGEMENT CO LLC	History	Reduced	2,919	140	0.03%	0.05%	556	-1,700	-36.8%	Q1 2026	May 12, 2026
Parkside Financial Bank & Trust	History	Reduced	2,664	128	0.01%	0.01%	557	-651	-19.64%	Q1 2026	May 13, 2026
Caldwell Trust Co	History	Reduced	2,649	127	0.01%	0.01%	558	-141	-5.05%	Q1 2026	Apr 22, 2026
ATLAS CAPITAL ADVISORS INC.	History	No change	2,577	124	0.01%	0.01%	559	0	0.0%	Q1 2026	May 11, 2026
HARBOUR INVESTMENTS, INC.	History	Added to	2,524	121	0.0%	0.0%	560	+1,487	143.39%	Q1 2026	May 15, 2026
Colonial Trust Co / SC	History	Reduced	2,521	121	0.02%	0.02%	561	-97	-3.71%	Q1 2026	May 12, 2026
Rosenberg Matthew Hamilton	History	No change	2,380	114	0.02%	0.02%	562	0	0.0%	Q1 2026	Apr 06, 2026
CULLEN/FROST BANKERS, INC.	History	Reduced	2,327	112	0.0%	0.0%	563	-78	-3.24%	Q1 2026	May 05, 2026
JNBA Financial Advisors	History	No change	2,323	111	0.01%	0.01%	564	0	0.0%	Q1 2026	Apr 22, 2026
IFP Advisors, Inc	History	Added to	2,295	110	0.0%	0.0%	565	+314	15.85%	Q1 2026	Apr 13, 2026
Hilton Head Capital Partners, LLC	History	No change	2,243	108	0.06%	0.06%	566	0	0.0%	Q1 2026	Apr 20, 2026
Quintet Private Bank (Europe) S.A.	History	Added to	2,050	98	0.01%	0.01%	567	+200	10.81%	Q1 2026	Apr 22, 2026
SITTNER & NELSON, LLC	History	No change	2,000	96	0.04%	0.03%	568	0	0.0%	Q1 2026	May 11, 2026
CHELSEA COUNSEL CO	History	No change	1,910	92	0.04%	0.04%	569	0	0.0%	Q1 2026	Apr 23, 2026
Indiana Trust & Investment Management Co	History	No change	1,848	89	0.03%	0.03%	570	0	0.0%	Q1 2026	Apr 28, 2026
Spire Wealth Management	History	Reduced	1,795	86	0.0%	0.0%	572	-20	-1.1%	Q1 2026	Apr 22, 2026
NEW YORK STATE COMMON RETIREMENT FUND	History	No change	1,788	86	0.0%	0.0%	571	0	0.0%	Q1 2026	May 06, 2026
Salomon & Ludwin, LLC	History	Added to	1,697	81	0.01%	0.0%	573	+1,075	172.83%	Q1 2026	May 11, 2026
PICTON MAHONEY ASSET MANAGEMENT	History	New	170,000	78	0.0%	—	574	+170,000	New	Q1 2026	May 13, 2026
Manchester Capital Management LLC	History	Added to	1,607	77	0.01%	0.01%	575	+364	29.28%	Q1 2026	May 11, 2026
Bank & Trust Co	History	Reduced	1,555	74	0.05%	0.06%	576	-89	-5.41%	Q1 2026	Apr 13, 2026
Truvestments Capital LLC	History	Added to	1,461	70	0.01%	0.01%	577	+59	4.21%	Q1 2026	May 13, 2026
Costello Asset Management, INC	History	No change	1,400	67	0.02%	0.02%	578	0	0.0%	Q1 2026	Apr 30, 2026
Wilmington Savings Fund Society, FSB	History	Added to	1,377	66	0.0%	0.0%	579	+867	170.0%	Q1 2026	Apr 30, 2026
LRI Investments, LLC	History	Added to	1,295	62	0.01%	0.0%	580	+21	1.65%	Q1 2026	Apr 30, 2026
Anfield Capital Management, LLC	History	New	1,286	61	0.02%	—	581	+1,286	New	Q1 2026	May 12, 2026
Capital Analysts, LLC	History	Reduced	1,250	60	0.0%	0.0%	582	-144	-10.33%	Q1 2026	May 14, 2026
MATHER GROUP, LLC.	History	New	1,227	59	0.0%	—	583	+1,227	New	Q1 2026	Apr 13, 2026
TSFG, LLC	History	No change	1,207	58	0.01%	0.01%	584	0	0.0%	Q1 2026	Apr 27, 2026
BROWN BROTHERS HARRIMAN & CO	History	Reduced	1,178	56	0.0%	0.0%	585	-826	-41.22%	Q1 2026	May 14, 2026
Bank of New Hampshire	History	Added to	1,151	55	0.01%	0.0%	586	+951	475.5%	Q1 2026	Apr 13, 2026
Owl Creek Wealth Partners LLC	History	New	1,137	54	0.02%	—	587	+1,137	New	Q1 2026	May 13, 2026
Addison Advisors LLC	History	Reduced	1,059	51	0.01%	0.01%	588	-114	-9.72%	Q1 2026	May 08, 2026
WealthCollab, LLC	History	Reduced	1,053	50	0.02%	0.03%	589	-274	-20.65%	Q1 2026	May 13, 2026
Meramec Financial Planners, LLC	History	No change	1,025	49	0.02%	0.02%	590	0	0.0%	Q1 2026	Apr 27, 2026
GW&K Investment Management, LLC	History	Added to	1,006	48	0.0%	0.0%	591	+40	4.14%	Q1 2026	May 13, 2026
WEBSTER BANK, N. A.	History	No change	1,000	48	0.0%	0.0%	592	0	0.0%	Q1 2026	Apr 17, 2026
MONTAG A & ASSOCIATES INC	History	Added to	898	43	0.0%	0.0%	593	+493	121.73%	Q1 2026	Apr 29, 2026
FINANCIAL CONSULATE, INC	History	Added to	831	40	0.0%	0.0%	594	+233	38.96%	Q1 2026	Apr 21, 2026
Prestige Wealth Management Group LLC	History	No change	850	40	0.01%	0.01%	595	0	0.0%	Q1 2026	May 13, 2026
TWIN PEAKS WEALTH ADVISORS, LLC	History	New	822	39	0.01%	—	597	+822	New	Q1 2026	May 08, 2026
Ransom Advisory, Ltd	History	No change	825	39	0.02%	0.02%	596	0	0.0%	Q4 2025	Jan 06, 2026
Larson Financial Group LLC	History	Reduced	800	38	0.0%	0.0%	598	-10	-1.23%	Q1 2026	May 15, 2026
Whipplewood Advisors, LLC	History	Added to	787	37	0.02%	0.0%	599	+751	2086.11%	Q1 2026	Apr 30, 2026
UMB Bank, n.a.	History	Reduced	752	36	0.0%	0.0%	600	-28	-3.59%	Q1 2026	May 11, 2026
Brentview Investment Management LLC	History	No change	763	36	0.02%	0.02%	601	0	0.0%	Q1 2026	May 13, 2026
CDKV HOLDINGS LLC	History	No change	750	36	0.03%	0.03%	602	0	0.0%	Q1 2026	May 01, 2026
MTM Investment Management, LLC	History	No change	740	35	0.01%	0.01%	603	0	0.0%	Q1 2026	May 06, 2026
Destiny Wealth Partners, LLC	History	New	688	33	0.0%	—	605	+688	New	Q1 2026	May 11, 2026
Pinnacle Bancorp, Inc.	History	Added to	701	33	0.01%	0.01%	604	+103	17.22%	Q1 2026	Apr 22, 2026
Fairway Wealth LLC	History	New	668	32	0.01%	—	607	+668	New	Q1 2026	Apr 23, 2026
Westside Investment Management, Inc.	History	No change	676	32	0.0%	0.01%	606	0	0.0%	Q1 2026	May 04, 2026
FIRST HORIZON CORP	History	Reduced	661	31	0.0%	0.0%	608	-47	-6.64%	Q1 2026	Apr 30, 2026
DELTA ASSET MANAGEMENT LLC/TN	History	No change	650	31	0.0%	0.0%	609	0	0.0%	Q1 2026	May 11, 2026
Global Trust Asset Management, LLC	History	No change	645	31	0.01%	0.01%	610	0	0.0%	Q1 2026	Apr 23, 2026
Medallion Wealth Advisors, LLC	History	No change	655	31	0.01%	0.01%	611	0	0.0%	Q1 2026	Apr 24, 2026
Richard W. Paul & Associates, LLC	History	Added to	636	30	0.01%	0.01%	612	+151	31.13%	Q1 2026	May 13, 2026
Western Wealth Management, LLC	History	New	603	29	0.0%	—	615	+603	New	Q1 2026	May 19, 2026
Leonteq Securities AG	History	Added to	607	29	0.0%	0.0%	613	+297	95.81%	Q1 2026	Apr 27, 2026
Measured Wealth Private Client Group, LLC	History	No change	610	29	0.01%	0.01%	614	0	0.0%	Q1 2026	May 13, 2026
Physician Wealth Advisors, Inc.	History	Added to	589	28	0.0%	0.0%	616	+379	180.48%	Q1 2026	Apr 24, 2026
Root Financial Partners, LLC	History	Reduced	601	28	0.0%	0.0%	617	-301	-33.37%	Q1 2026	Apr 24, 2026
Ancora Advisors LLC	History	Added to	578	27	0.0%	0.0%	620	+156	36.97%	Q1 2026	May 15, 2026
Estabrook Capital Management	History	No change	562	27	0.0%	0.0%	618	0	0.0%	Q1 2026	May 14, 2026
AdvisorNet Financial, Inc	History	No change	571	27	0.0%	0.0%	619	0	0.0%	Q1 2026	Apr 17, 2026
Frazier Financial Advisors, LLC	History	Reduced	551	26	0.01%	0.02%	621	-27	-4.67%	Q1 2026	May 05, 2026
Vision Retirement, LLC	History	No change	557	26	0.01%	0.01%	622	0	0.0%	Q1 2026	May 07, 2026
Trust Co	History	Reduced	506	24	0.0%	0.0%	623	-385	-43.21%	Q1 2026	Apr 13, 2026
Wealth Preservation Advisors, LLC	History	Reduced	500	24	0.02%	0.01%	625	-100	-16.67%	Q1 2026	May 15, 2026
Independence Bank of Kentucky	History	Reduced	517	24	0.0%	0.0%	624	-76	-12.82%	Q1 2026	Apr 30, 2026
Pingora Partners LLC	History	No change	515	24	0.01%	0.01%	626	0	0.0%	Q1 2026	May 15, 2026
Provenance Wealth Advisors, LLC	History	No change	505	24	0.0%	0.0%	627	0	0.0%	Q1 2026	Apr 20, 2026
McMillan Office, Inc.	History	No change	500	24	0.0%	0.0%	628	0	0.0%	Q1 2026	Apr 23, 2026
Wellington Grp LLC	History	Reduced	486	23	0.01%	0.03%	631	-1,458	-75.0%	Q1 2026	May 22, 2026
Atlantic Union Bankshares Corp	History	No change	495	23	0.0%	0.0%	629	0	0.0%	Q1 2026	May 12, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	No change	540	23	0.0%	0.0%	630	0	0.0%	Q1 2026	May 06, 2026
Purpose Unlimited Inc.	History	Reduced	470	22	0.0%	0.0%	633	-268	-36.31%	Q1 2026	May 15, 2026
Steigerwald, Gordon & Koch Inc.	History	No change	464	22	0.0%	0.0%	632	0	0.0%	Q1 2026	Apr 28, 2026
Hamrick Investment Counsel, llc	History	No change	450	21	0.01%	0.02%	634	0	0.0%	Q1 2026	May 11, 2026
Dunhill Financial, LLC	History	No change	418	20	0.0%	0.0%	635	0	0.0%	Q1 2026	May 06, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	New	400	19	0.0%	—	638	+400	New	Q1 2026	Apr 14, 2026
EDMOND DE ROTHSCHILD HOLDING S.A.	History	No change	400	19	0.0%	0.0%	636	0	0.0%	Q1 2026	May 13, 2026
Aventura Private Wealth, LLC	History	No change	395	19	0.01%	0.01%	637	0	0.0%	Q1 2026	May 05, 2026
SALEM INVESTMENT COUNSELORS INC	History	New	377	18	0.0%	—	639	+377	New	Q1 2026	Apr 29, 2026
Ares Financial Consulting, LLC	History	Added to	374	17	0.01%	—	643	+356	1977.78%	Q1 2026	Apr 02, 2026
Bell Investment Advisors, Inc	History	Added to	366	17	0.0%	0.0%	642	+145	65.61%	Q1 2026	Apr 17, 2026
Sunbelt Securities, Inc.	History	Reduced	355	17	0.0%	0.0%	640	-100	-21.98%	Q1 2026	May 15, 2026
Bogart Wealth, LLC	History	No change	356	17	0.0%	0.0%	641	0	0.0%	Q1 2026	Apr 28, 2026
E Fund Management (Hong Kong) Co., Ltd.	History	New	323	15	0.01%	—	645	+323	New	Q1 2026	Apr 08, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	History	No change	320	15	0.0%	0.0%	644	0	0.0%	Q1 2026	Apr 27, 2026
Kilter Group LLC	History	Added to	305	14	0.01%	0.0%	650	+212	227.96%	Q1 2026	May 14, 2026
Key FInancial Inc	History	Added to	296	14	0.0%	0.0%	648	+147	98.66%	Q1 2026	Apr 24, 2026
Cornerstone Financial Management LLC	History	Reduced	311	14	0.01%	0.01%	651	-13	-4.01%	Q1 2026	May 08, 2026
EASTERN BANK	History	No change	300	14	0.0%	0.0%	646	0	0.0%	Q1 2026	Apr 07, 2026
Nalls Sherbakoff Group, LLC	History	No change	300	14	0.01%	0.01%	647	0	0.0%	Q4 2025	Mar 12, 2026
DiNuzzo Private Wealth, Inc.	History	No change	299	14	0.0%	0.0%	649	0	0.0%	Q1 2026	Apr 08, 2026
True Wealth Design, LLC	History	Added to	270	13	0.0%	0.0%	653	+31	12.97%	Q1 2026	Apr 13, 2026
REDMONT WEALTH ADVISORS LLC	History	No change	271	13	0.02%	0.02%	652	0	0.0%	Q4 2025	Feb 06, 2026
Evelyn Partners Investment Management Services Ltd	History	Reduced	254	12	0.0%	0.0%	654	-44	-14.77%	Q1 2026	May 15, 2026
WPG Advisers, LLC	History	Reduced	240	11	0.01%	0.01%	655	-2	-0.83%	Q1 2026	Apr 29, 2026
Keating Financial Advisory Services, Inc.	History	No change	247	11	0.0%	0.0%	656	0	0.0%	Q1 2026	May 15, 2026
Financial Management Professionals, Inc.	History	Reduced	218	10	0.0%	0.0%	657	-219	-50.11%	Q1 2026	Apr 15, 2026
Innovative Asset Advisors Group, LLC	History	New	209	10	0.01%	—	659	+209	New	Q1 2026	May 12, 2026
Cornerstone Planning Group LLC	History	Added to	236	10	0.0%	0.0%	658	+23	10.8%	Q1 2026	May 06, 2026
Annis Gardner Whiting Capital Advisors, LLC	History	Reduced	196	9	0.0%	0.01%	663	-500	-71.84%	Q1 2026	May 06, 2026
ESSEX INVESTMENT MANAGEMENT CO LLC	History	No change	200	9	0.0%	0.0%	660	0	0.0%	Q1 2026	May 11, 2026
PEOPLES FINANCIAL SERVICES CORP.	History	No change	200	9	0.0%	0.0%	661	0	0.0%	Q1 2026	Apr 20, 2026
Towne Trust Company, N.A	History	No change	200	9	0.0%	0.0%	662	0	0.0%	Q1 2026	Apr 22, 2026
Retirement Wealth Solutions LLC	History	Added to	169	8	0.01%	0.0%	666	+8	4.97%	Q1 2026	Apr 07, 2026
Signature Equity Partners, LLC	History	Reduced	171	8	0.0%	0.0%	667	-1	-0.58%	Q1 2026	May 13, 2026
TRUST CO OF TOLEDO NA /OH/	History	No change	175	8	0.0%	0.0%	664	0	0.0%	Q1 2026	Apr 15, 2026
ABOUND FINANCIAL, LLC	History	No change	168	8	0.0%	0.0%	665	0	0.0%	Q1 2026	May 01, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	Added to	149	7	0.0%	0.0%	668	+30	25.21%	Q1 2026	Apr 13, 2026
TD Capital Management LLC	History	No change	159	7	0.0%	0.0%	669	0	0.0%	Q1 2026	May 11, 2026
Atlantic Edge Private Wealth Management, LLC	History	No change	149	7	0.0%	0.0%	670	0	0.0%	Q1 2026	Apr 22, 2026
American Capital Advisory, LLC	History	Reduced	127	6	0.0%	0.27%	675	-12,623	-99.0%	Q1 2026	Apr 29, 2026
Philadelphia Investment Partners, LLC	History	New	145	6	0.0%	—	680	+145	New	Q1 2026	May 05, 2026
NISA INVESTMENT ADVISORS, LLC	History	New	126	6	0.0%	—	679	+126	New	Q1 2026	Apr 30, 2026
Financial Network Wealth Advisors LLC	History	Reduced	129	6	0.01%	0.01%	674	-16	-11.03%	Q1 2026	May 14, 2026
SHP Wealth Management	History	Added to	139	6	0.0%	0.0%	672	+10	7.75%	Q1 2026	May 08, 2026
KERR FINANCIAL PLANNING Corp	History	Reduced	131	6	0.01%	0.01%	677	-10	-7.09%	Q1 2026	Apr 29, 2026
Strategic Wealth Partners, Ltd.	History	No change	134	6	0.0%	0.0%	671	0	0.0%	Q1 2026	May 12, 2026
CoreCap Advisors, LLC	History	No change	136	6	0.0%	0.0%	673	0	0.0%	Q1 2026	Apr 07, 2026
Basepoint Wealth LLC	History	No change	126	6	0.0%	0.0%	676	0	0.0%	Q1 2026	May 07, 2026
Benson Wealth Management INC	History	No change	138	6	0.01%	0.01%	678	0	0.0%	Q1 2026	May 12, 2026
CX Institutional	History	Reduced	100	5	0.0%	0.0%	683	-149	-59.84%	Q1 2026	Apr 06, 2026
EFG International AG	History	New	115	5	0.0%	—	688	+115	New	Q1 2026	May 15, 2026
SJS Investment Consulting Inc.	History	Reduced	123	5	0.0%	0.0%	684	-112	-47.66%	Q1 2026	Apr 23, 2026
Coston, McIsaac & Partners	History	New	105	5	0.0%	—	687	+105	New	Q1 2026	Apr 22, 2026
Triumph Capital Management	History	Added to	106	5	0.0%	0.0%	682	+12	12.77%	Q1 2026	May 13, 2026
Smithfield Trust Co	History	No change	103	5	0.0%	0.0%	681	0	0.0%	Q1 2026	May 08, 2026
ORG Partners LLC	History	No change	104	5	0.0%	0.0%	685	0	0.0%	Q4 2025	Jan 14, 2026
EVOLUTION WEALTH MANAGEMENT INC.	History	No change	110	5	0.0%	0.0%	686	0	0.0%	Q1 2026	Apr 27, 2026
Financial Freedom, LLC	History	New	101	4	0.0%	—	703	+101	New	Q1 2026	Apr 30, 2026
Cassaday & Co Wealth Management LLC	History	New	88	4	0.0%	—	702	+88	New	Q1 2026	May 07, 2026
HIGHLINE WEALTH PARTNERS LLC	History	Reduced	95	4	0.0%	0.0%	699	-64	-40.25%	Q1 2026	Apr 06, 2026
MCF Advisors LLC	History	No change	101	4	0.0%	0.0%	689	0	0.0%	Q1 2026	May 11, 2026
Vermillion Wealth Management, Inc.	History	No change	96	4	0.0%	0.0%	690	0	0.0%	Q1 2026	Apr 17, 2026
Pflug Koory, LLC	History	No change	100	4	0.0%	0.0%	691	0	0.0%	Q1 2026	Apr 21, 2026
Kozak & Associates, Inc.	History	No change	92	4	0.0%	0.0%	692	0	0.0%	Q1 2026	Apr 14, 2026
TUCKER ASSET MANAGEMENT LLC	History	No change	87	4	0.0%	0.0%	693	0	0.0%	Q4 2025	Feb 05, 2026
NFSG Corp	History	No change	86	4	0.0%	0.0%	694	0	0.0%	Q1 2026	May 05, 2026
Imprint Wealth LLC	History	No change	94	4	0.02%	0.02%	695	0	0.0%	Q1 2026	May 15, 2026
Financial Perspectives, Inc	History	No change	100	4	0.0%	0.0%	696	0	0.0%	Q1 2026	May 11, 2026
PROATHLETE WEALTH MANAGEMENT LLC	History	No change	88	4	0.0%	0.0%	697	0	0.0%	Q1 2026	Apr 27, 2026
Principia Wealth Advisory, LLC	History	No change	100	4	0.0%	0.0%	698	0	0.0%	Q4 2025	Feb 10, 2026
Harbor Asset Planning, Inc.	History	No change	86	4	0.0%	0.0%	700	0	0.0%	Q1 2026	Apr 22, 2026
Reflection Asset Management	History	No change	96	4	0.0%	0.0%	701	0	0.0%	Q4 2025	Mar 02, 2026
Key Capital Management, INC	History	New	82	3	0.0%	—	715	+82	New	Q1 2026	May 07, 2026
Lummis Asset Management, LP	History	New	80	3	0.0%	—	712	+80	New	Q1 2026	May 11, 2026
Wealth Science Advisors LLC	History	New	80	3	0.0%	—	714	+80	New	Q1 2026	Apr 08, 2026
JDM Financial Group LLC	History	New	76	3	0.0%	—	711	+76	New	Q1 2026	May 20, 2026
Dogwood Wealth Management LLC	History	New	64	3	0.0%	—	713	+64	New	Q1 2026	May 12, 2026
Rossby Financial, LCC	History	Added to	66	3	0.0%	—	709	+57	633.33%	Q1 2026	May 11, 2026
MV CAPITAL MANAGEMENT, INC.	History	Added to	63	3	0.0%	0.0%	705	+42	200.0%	Q1 2026	Apr 30, 2026
IMA Advisory Services, Inc.	History	Reduced	73	3	0.0%	0.0%	704	-12	-14.12%	Q1 2026	May 06, 2026
1 NORTH WEALTH SERVICES LLC	History	No change	80	3	0.0%	0.0%	706	0	0.0%	Q1 2026	May 04, 2026
HOEY INVESTMENTS, INC	History	No change	72	3	0.0%	0.0%	707	0	0.0%	Q1 2026	Apr 28, 2026
Millstone Evans Group, LLC	History	No change	82	3	0.0%	0.0%	708	0	0.0%	Q1 2026	Apr 30, 2026
MPWM ADVISORY SOLUTIONS, LLC	History	No change	83	3	0.0%	0.0%	710	0	0.0%	Q1 2026	May 13, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	Reduced	49	2	0.0%	0.0%	719	-59	-54.63%	Q1 2026	Apr 23, 2026
TFC Financial Management, Inc.	History	New	50	2	0.0%	—	725	+50	New	Q1 2026	Apr 23, 2026
Stone House Investment Management, LLC	History	New	45	2	0.0%	—	724	+45	New	Q1 2026	Apr 22, 2026
Napier Financial, LLC	History	New	43	2	0.0%	—	726	+43	New	Q1 2026	May 05, 2026
BROWN, LISLE/CUMMINGS, INC.	History	Added to	55	2	0.0%	0.0%	716	+31	129.17%	Q1 2026	Apr 17, 2026
First Command Advisory Services, Inc.	History	Added to	52	2	0.0%	0.0%	720	+29	126.09%	Q1 2026	May 07, 2026
North Star Investment Management Corp.	History	Reduced	46	2	0.0%	0.0%	718	-10	-17.86%	Q1 2026	Apr 23, 2026
CALDWELL SUTTER CAPITAL, INC.	History	No change	50	2	0.0%	0.0%	717	0	0.0%	Q1 2026	May 05, 2026
Western Pacific Wealth Management, LP	History	No change	50	2	0.0%	0.0%	721	0	0.0%	Q1 2026	Apr 17, 2026
Morton Brown Family Wealth, LLC	History	No change	49	2	0.0%	0.0%	722	0	0.0%	Q1 2026	Apr 20, 2026
Strive Financial Group ,LLC	History	No change	48	2	0.0%	0.0%	723	0	0.0%	Q1 2026	May 15, 2026
Tower Research Capital LLC (TRC)	History	Reduced	26	1	0.0%	0.0%	728	-455	-94.59%	Q1 2026	May 15, 2026
JFS WEALTH ADVISORS, LLC	History	Reduced	39	1	0.0%	0.0%	729	-280	-87.77%	Q1 2026	Apr 20, 2026
MidFirst Bank	History	New	39	1	0.0%	—	744	+39	New	Q1 2026	May 15, 2026
Arlington Trust Co LLC	History	New	38	1	0.0%	—	742	+38	New	Q1 2026	Apr 08, 2026
JPL Wealth Management, LLC	History	New	36	1	0.0%	—	743	+36	New	Q1 2026	May 08, 2026
Intentional Wealth Strategies, LLC	History	New	34	1	0.0%	—	745	+34	New	Q1 2026	May 05, 2026
BFSG, LLC	History	New	26	1	0.0%	—	740	+26	New	Q1 2026	Apr 28, 2026
Vanguard National Trust Co	History	New	25	1	0.0%	—	741	+25	New	Q1 2026	May 08, 2026
ALBION FINANCIAL GROUP /UT	History	New	23	1	0.0%	—	739	+23	New	Q1 2026	Apr 27, 2026
Quest 10 Wealth Builders, Inc.	History	Added to	31	1	0.0%	0.0%	735	+6	24.0%	Q1 2026	May 06, 2026
Coastline Trust Co	History	No change	30	1	0.0%	0.0%	727	0	0.0%	Q1 2026	Apr 03, 2026
Crewe Advisors LLC	History	No change	34	1	0.0%	0.0%	730	0	0.0%	Q1 2026	May 07, 2026
Princeton Global Asset Management LLC	History	No change	26	1	0.0%	0.0%	731	0	0.0%	Q1 2026	Apr 22, 2026
ARMSTRONG ADVISORY GROUP, INC	History	No change	23	1	0.0%	0.0%	732	0	0.0%	Q1 2026	Apr 10, 2026
Stephens Consulting, LLC	History	No change	38	1	0.0%	0.0%	733	0	0.0%	Q4 2025	Jan 13, 2026
Gold Investment Management Ltd.	History	No change	30	1	0.0%	0.0%	734	0	0.0%	Q1 2026	Apr 22, 2026
Navigoe, LLC	History	No change	28	1	0.0%	0.0%	736	0	0.0%	Q1 2026	May 01, 2026
Godfrey Financial Associates, Inc.	History	No change	33	1	0.0%	0.0%	737	0	0.0%	Q1 2026	May 11, 2026
Advocate Investing Services LLC	History	No change	30	1	0.0%	0.0%	738	0	0.0%	Q1 2026	Apr 22, 2026
WELLINGTON MANAGEMENT GROUP LLP	History	Closed out	0	0	—	0.02%	—	-2,928,047	-100.0%	Q1 2026	May 15, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	History	Closed out	0	0	—	0.28%	—	-1,938,207	-100.0%	Q1 2026	May 15, 2026
Hudson Bay Capital Management LP	History	Closed out	0	0	—	0.11%	—	-680,050	-100.0%	Q1 2026	May 13, 2026
Point72 Asset Management, L.P.	History	Closed out	0	0	—	0.02%	—	-331,765	-100.0%	Q1 2026	May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	History	Closed out	0	0	—	0.0%	—	-213,447	-100.0%	Q1 2026	May 14, 2026
Taproot Management LP	History	Closed out	0	0	—	1.65%	—	-210,387	-100.0%	Q1 2026	May 13, 2026
DekaBank Deutsche Girozentrale	History	Closed out	0	0	—	0.02%	—	-200,000	-100.0%	Q1 2026	May 07, 2026
LMR Partners LLP	History	Closed out	0	0	—	0.02%	—	-200,000	-100.0%	Q1 2026	May 15, 2026
JENNISON ASSOCIATES LLC	History	Closed out	0	0	—	0.01%	—	-178,539	-100.0%	Q1 2026	May 06, 2026
PFM Health Sciences, LP	History	Closed out	0	0	—	0.85%	—	-176,413	-100.0%	Q1 2026	May 15, 2026
Qube Research & Technologies Ltd	History	Closed out	0	0	—	0.01%	—	-147,995	-100.0%	Q1 2026	May 15, 2026
Schonfeld Strategic Advisors LLC	History	Closed out	0	0	—	0.02%	—	-112,966	-100.0%	Q1 2026	May 15, 2026
Benson Investment Management Company, Inc.	History	Closed out	0	0	—	1.89%	—	-111,920	-100.0%	Q1 2026	Apr 13, 2026
Jain Global LLC	History	Closed out	0	0	—	0.03%	—	-110,036	-100.0%	Q1 2026	May 15, 2026
Forum Financial Management, LP	History	Closed out	0	0	—	0.04%	—	-69,279	-100.0%	Q1 2026	Apr 23, 2026
Campbell & CO Investment Adviser LLC	History	Closed out	0	0	—	0.13%	—	-54,704	-100.0%	Q1 2026	May 15, 2026
Verition Fund Management LLC	History	Closed out	0	0	—	0.01%	—	-38,942	-100.0%	Q1 2026	May 15, 2026
Gradient Investments LLC	History	Closed out	0	0	—	0.03%	—	-34,816	-100.0%	Q1 2026	Apr 13, 2026
XY Capital Ltd	History	Closed out	0	0	—	1.01%	—	-33,261	-100.0%	Q1 2026	May 12, 2026
Virtu Financial LLC	History	Closed out	0	0	—	0.06%	—	-31,550	-100.0%	Q1 2026	May 14, 2026
Parallax Volatility Advisers, L.P.	History	Closed out	0	0	—	0.0%	—	-30,000	-100.0%	Q1 2026	May 15, 2026
Diameter Capital Partners LP	History	Closed out	0	0	—	0.12%	—	-28,000	-100.0%	Q1 2026	May 15, 2026
DARK FOREST CAPITAL MANAGEMENT LP	History	Closed out	0	0	—	0.06%	—	-26,856	-100.0%	Q1 2026	May 15, 2026
FLOW TRADERS U.S. LLC	History	Closed out	0	0	—	0.04%	—	-23,098	-100.0%	Q1 2026	May 15, 2026
CWA Asset Management Group, LLC	History	Closed out	0	0	—	0.04%	—	-20,464	-100.0%	Q1 2026	Apr 20, 2026
ACADIAN ASSET MANAGEMENT LLC	History	Closed out	0	0	—	0.0%	—	-19,747	-100.0%	Q1 2026	May 13, 2026
Runnymede Capital Advisors, Inc.	History	Closed out	0	0	—	0.44%	—	-15,632	-100.0%	Q1 2026	Apr 13, 2026
WINTON GROUP Ltd	History	Closed out	0	0	—	0.02%	—	-14,000	-100.0%	Q1 2026	May 12, 2026
AlphaCore Capital LLC	History	Closed out	0	0	—	0.02%	—	-13,938	-100.0%	Q1 2026	May 15, 2026
Murphy, Middleton, Hinkle & Parker, Inc.	History	Closed out	0	0	—	0.61%	—	-11,475	-100.0%	Q1 2026	Apr 15, 2026
AXXCESS WEALTH MANAGEMENT, LLC	History	Closed out	0	0	—	0.01%	—	-10,818	-100.0%	Q1 2026	Apr 29, 2026
London & Capital Asset Management Ltd	History	Closed out	0	0	—	0.01%	—	-10,572	-100.0%	Q1 2026	May 15, 2026
Frank, Rimerman Advisors LLC	History	Closed out	0	0	—	0.03%	—	-10,266	-100.0%	Q1 2026	Apr 29, 2026
HighPoint Advisor Group LLC	History	Closed out	0	0	—	0.02%	—	-10,085	-100.0%	Q1 2026	May 14, 2026
IFG Advisory, LLC	History	Closed out	0	0	—	0.02%	—	-9,213	-100.0%	Q1 2026	May 12, 2026
AIGEN INVESTMENT MANAGEMENT, LP	History	Closed out	0	0	—	0.1%	—	-8,590	-100.0%	Q1 2026	May 15, 2026
Carr Financial Group Corp	History	Closed out	0	0	—	0.11%	—	-8,367	-100.0%	Q1 2026	May 12, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	Closed out	0	0	—	0.01%	—	-8,354	-100.0%	Q1 2026	May 05, 2026
JGP Wealth Management, LLC	History	Closed out	0	0	—	0.04%	—	-8,320	-100.0%	Q1 2026	Apr 08, 2026
PharVision Advisers, LLC	History	Closed out	0	0	—	0.2%	—	-8,121	-100.0%	Q1 2026	May 11, 2026
Engineers Gate Manager LP	History	Closed out	0	0	—	0.0%	—	-7,473	-100.0%	Q1 2026	May 15, 2026
Dynamic Advisor Solutions LLC	History	Closed out	0	0	—	0.01%	—	-7,290	-100.0%	Q1 2026	Apr 08, 2026
Brucke Financial, Inc.	History	Closed out	0	0	—	0.18%	—	-6,894	-100.0%	Q1 2026	Apr 10, 2026
CERTIOR FINANCIAL GROUP, LLC	History	Closed out	0	0	—	0.21%	—	-6,509	-100.0%	Q1 2026	Apr 27, 2026
Y.D. More Investments Ltd	History	Closed out	0	0	—	0.02%	—	-6,500	-100.0%	Q1 2026	May 04, 2026
New Republic Capital, LLC	History	Closed out	0	0	—	0.08%	—	-6,462	-100.0%	Q1 2026	May 01, 2026
BANK OF STOCKTON	History	Closed out	0	0	—	0.09%	—	-6,443	-100.0%	Q1 2026	Apr 29, 2026
Cordatus Wealth Management LLC	History	Closed out	0	0	—	0.07%	—	-6,316	-100.0%	Q1 2026	Apr 29, 2026
First County Bank /CT/	History	Closed out	0	0	—	0.16%	—	-6,258	-100.0%	Q1 2026	Apr 03, 2026
JOURNEY STRATEGIC WEALTH LLC	History	Closed out	0	0	—	0.01%	—	-6,087	-100.0%	Q1 2026	Apr 15, 2026
Bellevue Group AG	History	Closed out	0	0	—	0.01%	—	-5,851	-100.0%	Q1 2026	May 14, 2026
DEARBORN PARTNERS LLC	History	Closed out	0	0	—	0.01%	—	-5,729	-100.0%	Q1 2026	May 12, 2026
Wealthspire Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-5,624	-100.0%	Q1 2026	May 01, 2026
Clark Asset Management, LLC	History	Closed out	0	0	—	0.03%	—	-5,341	-100.0%	Q1 2026	Apr 16, 2026
Wedmont Private Capital	History	Closed out	0	0	—	0.01%	—	-5,244	-100.0%	Q1 2026	Apr 09, 2026
Florida Trust Wealth Management Co	History	Closed out	0	0	—	0.01%	—	-5,058	-100.0%	Q1 2026	May 14, 2026
SHRIER WEALTH MANAGEMENT, LLC	History	Closed out	0	0	—	0.1%	—	-5,003	-100.0%	Q1 2026	Apr 14, 2026
Alan B Lancz & Associates, Inc.	History	Closed out	0	0	—	0.21%	—	-5,000	-100.0%	Q1 2026	May 05, 2026
Venturi Wealth Management, LLC	History	Closed out	0	0	—	0.01%	—	-4,938	-100.0%	Q1 2026	Apr 21, 2026
DAYMARK WEALTH PARTNERS, LLC	History	Closed out	0	0	—	0.01%	—	-4,738	-100.0%	Q1 2026	May 11, 2026
Midwest Trust Co	History	Closed out	0	0	—	0.0%	—	-4,724	-100.0%	Q1 2026	May 01, 2026
SCOTIA CAPITAL INC.	History	Closed out	0	0	—	0.0%	—	-4,492	-100.0%	Q1 2026	May 13, 2026
Planned Solutions, Inc.	History	Closed out	0	0	—	0.07%	—	-4,462	-100.0%	Q1 2026	Apr 09, 2026
Arete Wealth Advisors, LLC	History	Closed out	0	0	—	0.01%	—	-4,262	-100.0%	Q1 2026	May 20, 2026
GSA CAPITAL PARTNERS LLP	History	Closed out	0	0	—	0.02%	—	-4,222	-100.0%	Q1 2026	May 08, 2026
OARSMAN CAPITAL, INC.	History	Closed out	0	0	—	0.03%	—	-4,220	-100.0%	Q1 2026	Apr 27, 2026
Lloyd Advisory Services, LLC.	History	Closed out	0	0	—	0.07%	—	-3,857	-100.0%	Q1 2026	May 13, 2026
T. Rowe Price Investment Management, Inc.	History	Closed out	0	0	—	0.0%	—	-3,108	-100.0%	Q1 2026	May 15, 2026
Strengthening Families & Communities, LLC	History	Closed out	0	0	—	0.05%	—	-3,000	-100.0%	Q1 2026	May 11, 2026
Cape Investment Advisory, Inc.	History	Closed out	0	0	—	0.03%	—	-2,062	-100.0%	Q1 2026	May 15, 2026
Garner Asset Management Corp	History	Closed out	0	0	—	0.04%	—	-1,944	-100.0%	Q1 2026	Apr 28, 2026
Asset Dedication, LLC	History	Reduced	6	0	—	0.01%	—	-1,806	-99.67%	Q1 2026	May 29, 2026
Garton & Associates Financial Advisors LLC	History	Closed out	0	0	—	0.05%	—	-1,795	-100.0%	Q1 2026	May 11, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	History	Closed out	0	0	—	0.01%	—	-1,300	-100.0%	Q1 2026	Apr 20, 2026
BAYBAN	History	Reduced	18	0	—	0.04%	—	-950	-98.14%	Q1 2026	Apr 24, 2026
Daiwa Securities Group Inc.	History	Closed out	0	0	—	0.0%	—	-783	-100.0%	Q1 2026	May 13, 2026
TCTC Holdings, LLC	History	Closed out	0	0	—	0.0%	—	-750	-100.0%	Q1 2026	May 07, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	Closed out	0	0	—	0.0%	—	-516	-100.0%	Q1 2026	Apr 28, 2026
COUNTRY TRUST BANK	History	Closed out	0	0	—	0.0%	—	-373	-100.0%	Q1 2026	Apr 10, 2026
YANKCOM Partnership	History	Closed out	0	0	—	0.01%	—	-301	-100.0%	Q1 2026	Apr 20, 2026
Acumen Wealth Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-216	-100.0%	Q1 2026	May 13, 2026
Elyxium Wealth, LLC	History	Closed out	0	0	—	0.0%	—	-212	-100.0%	Q1 2026	May 06, 2026
Bravera Wealth	History	Closed out	0	0	—	0.0%	—	-176	-100.0%	Q1 2026	Apr 22, 2026
Wealth Watch Advisors, INC	History	Closed out	0	0	—	0.0%	—	-147	-100.0%	Q1 2026	May 15, 2026
Concord Wealth Partners	History	Closed out	0	0	—	0.0%	—	-141	-100.0%	Q1 2026	May 01, 2026
1015 Capital Partners, LLC	History	Closed out	0	0	—	0.01%	—	-140	-100.0%	Q1 2026	May 11, 2026
TOMPKINS FINANCIAL CORP	History	Closed out	0	0	—	0.0%	—	-99	-100.0%	Q1 2026	Apr 09, 2026
Luken Investment Analytics, LLC	History	Closed out	0	0	—	0.0%	—	-93	-100.0%	Q1 2026	May 12, 2026
Nemes Rush Group LLC	History	Closed out	0	0	—	0.0%	—	-89	-100.0%	Q1 2026	Apr 21, 2026
N.E.W. Advisory Services LLC	History	Closed out	0	0	—	0.0%	—	-88	-100.0%	Q1 2026	May 04, 2026
STEPH & CO	History	Closed out	0	0	—	0.0%	—	-86	-100.0%	Q1 2026	Apr 17, 2026
DecisionPoint Financial, LLC	History	Closed out	0	0	—	0.0%	—	-81	-100.0%	Q1 2026	May 06, 2026
AMERICAN NATIONAL BANK & TRUST	History	Closed out	0	0	—	0.0%	—	-80	-100.0%	Q1 2026	Apr 23, 2026
Glen Eagle Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-79	-100.0%	Q1 2026	May 15, 2026
HFM Investment Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-77	-100.0%	Q1 2026	May 01, 2026
Quent Capital, LLC	History	Closed out	0	0	—	0.0%	—	-59	-100.0%	Q1 2026	Apr 28, 2026
Nova Wealth Management, Inc.	History	Closed out	0	0	—	0.0%	—	-45	-100.0%	Q1 2026	Apr 14, 2026
Johnson Financial Group, Inc.	History	Closed out	0	0	—	0.0%	—	-40	-100.0%	Q1 2026	May 07, 2026
Global Wealth Strategies & Associates	History	Closed out	0	0	—	0.0%	—	-36	-100.0%	Q1 2026	Apr 03, 2026
Westfuller Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-22	-100.0%	Q1 2026	Apr 28, 2026
Horizon Investments, LLC	History	Closed out	0	0	—	0.0%	—	-21	-100.0%	Q1 2026	May 14, 2026
Abound Wealth Management	History	New	20	0	—	—	—	+20	New	Q1 2026	Apr 10, 2026
MBM WEALTH CONSULTANTS, LLC	History	New	16	0	—	—	—	+16	New	Q1 2026	Apr 20, 2026
Silicon Valley Capital Partners	History	New	15	0	—	—	—	+15	New	Q1 2026	May 19, 2026
GILL CAPITAL PARTNERS, LLC	History	New	14	0	—	—	—	+14	New	Q1 2026	Apr 13, 2026
SOUTHERN MICHIGAN BANK & TRUST	History	New	9	0	—	—	—	+9	New	Q1 2026	Apr 28, 2026
Nvest Wealth Strategies, Inc.	History	New	6	0	—	—	—	+6	New	Q1 2026	Apr 13, 2026
PMV Capital Advisers, LLC	History	New	5	0	—	—	—	+5	New	Q1 2026	Apr 16, 2026
TOTH FINANCIAL ADVISORY CORP	History	No change	2	0	—	—	—	0	0.0%	Q1 2026	Apr 16, 2026
Oakworth Capital, Inc.	History	No change	20	0	—	—	—	0	0.0%	Q1 2026	Apr 24, 2026
Darwin Wealth Management, LLC	History	No change	2	0	—	—	—	0	0.0%	Q1 2026	May 01, 2026
Elevated Capital Advisors, LLC	History	No change	19	0	—	—	—	0	0.0%	Q1 2026	Apr 30, 2026
Goodman Advisory Group, LLC	History	No change	10	0	—	—	—	0	0.0%	Q1 2026	Apr 22, 2026
Smallwood Wealth Investment Management, LLC	History	No change	4	0	—	—	—	0	0.0%	Q1 2026	Apr 22, 2026
Tidemark, LLC	History	No change	8	0	—	—	—	0	0.0%	Q1 2026	May 07, 2026
Sunrise Financial Services, LLC	History	No change	19	0	—	—	—	0	0.0%	Q1 2026	Apr 29, 2026