SONOCO PRODUCTS CO - SON
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 | 11,391,677 | 616,175 | 0.01% | 0.01% | 1 | +381,953 | 3.47% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 9,924,282 | 433,095 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 5,913,788 | 319,876 | 1.08% | 0.88% | 3 | +11,838 | 0.2% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,778,458 | 258,466 | 0.01% | — | 4 | +4,778,458 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,441,221 | 240,225 | 0.01% | — | 5 | +4,441,221 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 4,219,719 | 228,244 | 0.01% | 0.01% | 6 | -79,645 | -1.85% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,931,180 | 212,631 | 0.04% | 0.04% | 7 | +32,810 | 0.84% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,312,638 | 179,180 | 0.01% | 0.01% | 8 | +528,292 | 18.97% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 2,586,388 | 139,897 | 0.58% | 0.48% | 9 | +20,677 | 0.81% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 2,086,499 | 112,859 | 0.24% | 0.15% | 10 | +523,109 | 33.46% | Q1 2026 | May 11, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 2,062,005 | 110,729 | 0.1% | 0.08% | 11 | +718 | 0.03% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,958,999 | 105,987 | 0.01% | 0.0% | 12 | +129,205 | 7.06% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,607,418 | 86,945 | 0.04% | 0.04% | 13 | -305,491 | -15.97% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,497,108 | 80,978 | 0.07% | 0.06% | 14 | +66,483 | 4.65% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 1,257,306 | 68,007 | 0.01% | 0.01% | 15 | -241,397 | -16.11% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,156,427 | 62,550 | 0.04% | 0.04% | 16 | -140,945 | -10.86% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,116,918 | 60,414 | 0.01% | 0.01% | 17 | +12,185 | 1.1% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,107,035 | 59,879 | 0.01% | 0.01% | 18 | +26,136 | 2.42% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 1,251,407 | 54,611 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BROWN ADVISORY INC | History | Reduced | 995,739 | 53,859 | 0.09% | 0.06% | 20 | -22,133 | -2.17% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 950,334 | 51,403 | 0.0% | 0.0% | 21 | +179,567 | 23.3% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 855,747 | 46,287 | 1.33% | 1.1% | 22 | -7,074 | -0.82% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 827,368 | 44,752 | 0.01% | 0.0% | 23 | +40,024 | 5.08% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 810,675 | 43,849 | 0.0% | 0.0% | 24 | +2,703 | 0.33% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 809,742 | 43,800 | 0.01% | 0.01% | 25 | -173,955 | -17.68% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 732,088 | 39,598 | 0.02% | 0.01% | 26 | +514,289 | 236.13% | Q1 2026 | May 14, 2026 |
| COOPER CREEK PARTNERS MANAGEMENT LLC | History | Reduced | 695,816 | 37,637 | 1.29% | 2.25% | 27 | -444,676 | -38.99% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 686,271 | 37,120 | 0.11% | 0.02% | 28 | +565,744 | 469.39% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 671,598 | 36,326 | 0.37% | 0.3% | 29 | +27,972 | 4.35% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 658,542 | 35,620 | 0.01% | 0.0% | 30 | +516,956 | 365.12% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 642,963 | 34,777 | 0.0% | 0.0% | 31 | +472,533 | 277.26% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 612,286 | 33,118 | 0.01% | — | 32 | +612,286 | New | Q1 2026 | May 08, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 601,871 | 32,555 | 0.03% | 0.03% | 33 | -57,257 | -8.69% | Q1 2026 | Apr 22, 2026 |
| ProShare Advisors LLC | History | Reduced | 534,494 | 28,910 | 0.04% | 0.06% | 34 | -259,077 | -32.65% | Q1 2026 | Apr 24, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 468,806 | 25,357 | 0.01% | 0.0% | 35 | +432,694 | 1198.2% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 461,459 | 24,540 | 0.0% | 0.0% | 36 | -8,701 | -1.85% | Q1 2026 | May 13, 2026 |
| Invenomic Capital Management LP | History | Reduced | 439,725 | 23,784 | 1.09% | 1.77% | 37 | -431,717 | -49.54% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 439,322 | 23,762 | 0.0% | 0.0% | 38 | +135,538 | 44.62% | Q1 2026 | May 05, 2026 |
| Charter Oak Advisors LP | History | Added to | 437,287 | 23,652 | 14.33% | 13.96% | 39 | +56,610 | 14.87% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 426,163 | 23,051 | 0.04% | 0.04% | 40 | -121,810 | -22.23% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 411,596 | 22,263 | 0.16% | 0.09% | 41 | +99,252 | 31.78% | Q1 2026 | May 15, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 403,630 | 21,832 | 0.15% | 0.12% | 42 | +35,166 | 9.54% | Q1 2026 | May 15, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 386,591 | 20,910 | 0.06% | 0.05% | 43 | -74,721 | -16.2% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 375,384 | 20,305 | 0.03% | 0.02% | 44 | +48,837 | 14.96% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 364,594 | 19,720 | 0.03% | 0.03% | 45 | +43,908 | 13.69% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 358,717 | 19,403 | 0.01% | 0.0% | 46 | +52,062 | 16.98% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 354,234 | 18,841 | 0.01% | 0.0% | 47 | +335,177 | 1758.81% | Q1 2026 | May 15, 2026 |
| ARGA Investment Management, LP | History | Added to | 347,853 | 18,815 | 0.62% | 0.06% | 48 | +298,756 | 608.5% | Q1 2026 | Apr 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 340,046 | 18,393 | 0.0% | 0.0% | 49 | -14,355 | -4.05% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 334,875 | 18,113 | 0.02% | 0.02% | 50 | -25,744 | -7.14% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 328,972 | 17,794 | 0.02% | 0.04% | 51 | -399,166 | -54.82% | Q1 2026 | Apr 16, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 323,299 | 17,487 | 0.01% | 0.0% | 52 | +240,391 | 289.95% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 322,178 | 17,426 | 0.0% | 0.0% | 53 | +23,131 | 7.73% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 311,777 | 17,200 | 0.83% | 0.76% | 54 | -18,472 | -5.59% | Q1 2026 | Apr 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 314,480 | 17,010 | 0.02% | 0.01% | 55 | +65,145 | 26.13% | Q1 2026 | May 06, 2026 |
| SPEECE THORSON CAPITAL GROUP INC | History | Reduced | 306,637 | 16,586 | 3.78% | 3.13% | 56 | -24,970 | -7.53% | Q1 2026 | Apr 29, 2026 |
| McGowan Group Asset Management, Inc. | History | New | 294,671 | 15,938 | 2.03% | — | 57 | +294,671 | New | Q1 2026 | May 11, 2026 |
| Access Investment Management LLC | History | Added to | 289,855 | 15,678 | 4.17% | 3.01% | 58 | +29,980 | 11.54% | Q1 2026 | May 21, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 270,710 | 14,642 | 0.01% | 0.01% | 59 | +4,488 | 1.69% | Q1 2026 | May 12, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 242,092 | 13,094 | 0.65% | 0.42% | 60 | +42,165 | 21.09% | Q1 2026 | May 14, 2026 |
| Meadow Creek Wealth Advisors LLC | History | No change | 238,986 | 12,926 | 8.36% | 6.67% | 61 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 220,166 | 11,908 | 0.01% | 0.0% | 62 | +8,039 | 3.79% | Q1 2026 | May 04, 2026 |
| Midwest Trust Co | History | Added to | 219,379 | 11,866 | 0.15% | 0.12% | 63 | +403 | 0.18% | Q1 2026 | May 01, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 217,335 | 11,755 | 0.06% | 0.05% | 64 | -4,577 | -2.06% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 212,310 | 11,483 | 0.0% | 0.0% | 65 | +162,504 | 326.27% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Added to | 195,200 | 10,558 | 0.01% | 0.01% | 66 | +800 | 0.41% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 191,348 | 10,350 | 0.0% | 0.0% | 67 | -5,394 | -2.74% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 191,055 | 10,334 | 0.19% | 0.15% | 68 | -2,134 | -1.1% | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 188,714 | 10,207 | 0.01% | 0.01% | 69 | -19,106 | -9.19% | Q1 2026 | May 12, 2026 |
| Bridgewater Associates, LP | History | Reduced | 185,297 | 10,022 | 0.04% | 0.04% | 70 | -81,050 | -30.43% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 182,726 | 9,883 | 0.01% | 0.0% | 71 | +7,871 | 4.5% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 178,725 | 9,667 | 0.04% | 0.03% | 72 | -25,219 | -12.37% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 217,395 | 9,487 | 0.0% | 0.0% | 73 | +100,566 | 86.08% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 174,467 | 9,436 | 0.02% | 0.01% | 74 | +44,100 | 33.83% | Q1 2026 | May 11, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 173,123 | 9,364 | 0.03% | 0.02% | 75 | +18,505 | 11.97% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 167,679 | 9,069 | 0.03% | 0.06% | 76 | -273,205 | -61.97% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 155,000 | 8,383 | 0.08% | 0.06% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 146,910 | 7,946 | 0.01% | 0.01% | 78 | +4,337 | 3.04% | Q1 2026 | Apr 27, 2026 |
| Nuveen, LLC | History | Added to | 146,740 | 7,937 | 0.0% | 0.0% | 79 | +10,573 | 7.76% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 145,303 | 7,859 | 0.0% | 0.0% | 80 | -12,996 | -8.21% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 133,924 | 7,243 | 0.01% | 0.0% | 81 | +115,686 | 634.31% | Q1 2026 | May 01, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 132,375 | 7,160 | 0.02% | 0.0% | 82 | +107,303 | 427.98% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 126,617 | 6,848 | 0.0% | 0.0% | 83 | +24,325 | 23.78% | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | Added to | 121,807 | 6,588 | 0.01% | 0.0% | 84 | +15,240 | 14.3% | Q1 2026 | May 11, 2026 |
| Retirement Systems of Alabama | History | Added to | 120,919 | 6,540 | 0.02% | 0.02% | 85 | +2,543 | 2.15% | Q1 2026 | Apr 24, 2026 |
| Vanguard Global Advisers, LLC | History | New | 117,763 | 6,369 | 0.0% | — | 86 | +117,763 | New | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 113,753 | 6,152 | 0.01% | 0.0% | 87 | +22,919 | 25.23% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 113,304 | 6,129 | 0.11% | 0.13% | 88 | -64,833 | -36.4% | Q1 2026 | May 11, 2026 |
| Beck Bode, LLC | History | New | 110,036 | 5,951 | 1.01% | — | 89 | +110,036 | New | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 109,980 | 5,948 | 0.0% | 0.0% | 90 | -242,640 | -68.81% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 106,963 | 5,785 | 0.0% | 0.0% | 91 | -1,919 | -1.76% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 105,572 | 5,710 | 0.17% | 0.13% | 92 | -193 | -0.18% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 127,075 | 5,545 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 100,000 | 5,409 | 0.28% | 0.24% | 94 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 99,261 | 5,369 | 0.01% | 0.01% | 95 | -1,385 | -1.38% | Q1 2026 | May 08, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 98,763 | 5,342 | 0.75% | 0.25% | 96 | +59,430 | 151.09% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 95,923 | 5,188 | 0.01% | 0.04% | 97 | -780,972 | -89.06% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 94,724 | 5,123 | 0.01% | 0.01% | 98 | +2,481 | 2.69% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 93,234 | 5,043 | 0.0% | — | 99 | +93,234 | New | Q1 2026 | May 08, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 92,812 | 5,020 | 0.08% | 0.05% | 100 | +20,339 | 28.06% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 89,891 | 4,862 | 0.0% | 0.0% | 101 | +29,982 | 50.05% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 85,789 | 4,641 | 0.0% | 0.0% | 102 | +7,826 | 10.04% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Added to | 85,543 | 4,627 | 0.08% | 0.05% | 103 | +15,786 | 22.63% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 80,700 | 4,365 | 0.0% | 0.0% | 104 | -23,996 | -22.92% | Q1 2026 | May 14, 2026 |
| EVR Research LP | History | Reduced | 80,000 | 4,327 | 1.73% | 5.18% | 105 | -140,000 | -63.64% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 77,544 | 4,191 | 0.0% | 0.0% | 106 | +2,430 | 3.24% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 77,413 | 4,187 | 0.0% | 0.0% | 107 | -4,346 | -5.32% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 73,033 | 3,950 | 0.01% | 0.0% | 108 | +33,109 | 82.93% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Added to | 72,529 | 3,923 | 0.01% | 0.01% | 109 | +33,805 | 87.3% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 71,864 | 3,887 | 0.01% | 0.01% | 110 | -5,835 | -7.51% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 71,702 | 3,878 | 0.01% | 0.0% | 111 | -1,489 | -2.03% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 71,357 | 3,834 | 0.01% | 0.0% | 112 | +40,698 | 132.74% | Q1 2026 | May 15, 2026 |
| WASATCH ADVISORS LP | History | No change | 70,037 | 3,788 | 0.03% | 0.02% | 113 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 69,898 | 3,781 | 0.01% | 0.01% | 114 | -3,182 | -4.35% | Q1 2026 | Apr 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 69,736 | 3,772 | 0.0% | 0.0% | 115 | -1,378 | -1.94% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 66,750 | 3,610 | 0.0% | 0.0% | 116 | +43,635 | 188.77% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 65,001 | 3,515 | 0.0% | 0.0% | 117 | -1,881 | -2.81% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 64,503 | 3,488 | 0.03% | — | 118 | +64,503 | New | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Added to | 63,453 | 3,432 | 0.01% | 0.0% | 119 | +60,739 | 2237.99% | Q1 2026 | May 07, 2026 |
| Synergy Asset Management, LLC | History | Reduced | 62,239 | 3,366 | 0.36% | 0.43% | 120 | -32,322 | -34.18% | Q1 2026 | May 13, 2026 |
| RBF Capital, LLC | History | Reduced | 60,361 | 3,264 | 0.16% | 0.15% | 121 | -19,235 | -24.17% | Q1 2026 | May 18, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 60,092 | 3,250 | 0.0% | 0.01% | 122 | -58,372 | -49.27% | Q1 2026 | May 15, 2026 |
| ROWLANDMILLER & PARTNERS.ADV | History | Reduced | 59,956 | 3,243 | 0.66% | 0.52% | 123 | -1,635 | -2.65% | Q1 2026 | Apr 01, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 59,489 | 3,223 | 0.01% | 0.0% | 124 | +1,901 | 3.3% | Q1 2026 | May 14, 2026 |
| CastleKnight Management LP | History | Added to | 58,700 | 3,175 | 0.05% | 0.04% | 125 | +16,400 | 38.77% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 56,375 | 3,049 | 0.01% | 0.0% | 126 | +37,516 | 198.93% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | New | 56,455 | 3,022 | 0.03% | — | 127 | +56,455 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 55,588 | 3,006 | 0.0% | 0.0% | 128 | +25,450 | 84.44% | Q1 2026 | May 11, 2026 |
| Weiss Asset Management LP | History | Added to | 55,090 | 2,979 | 0.05% | 0.01% | 129 | +46,632 | 551.34% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 67,400 | 2,941 | 0.02% | 0.02% | 130 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| EDMP, INC. | History | New | 53,828 | 2,911 | 2.35% | — | 131 | +53,828 | New | Q1 2026 | Apr 28, 2026 |
| GABELLI FUNDS LLC | History | No change | 53,200 | 2,877 | 0.02% | 0.02% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 52,649 | 2,847 | 0.0% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 51,116 | 2,764 | 0.2% | 0.16% | 134 | +731 | 1.45% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | Added to | 48,516 | 2,624 | 0.01% | 0.01% | 135 | +325 | 0.67% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 46,431 | 2,546 | 0.01% | 0.01% | 136 | -38,313 | -45.21% | Q1 2026 | Apr 08, 2026 |
| Anchor Investment Management, LLC | History | Added to | 46,511 | 2,515 | 0.21% | 0.15% | 137 | +4,179 | 9.87% | Q1 2026 | May 01, 2026 |
| Mork Capital Management, LLC | History | No change | 45,130 | 2,441 | 1.73% | 1.2% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 43,762 | 2,414 | 0.0% | — | 139 | +43,762 | New | Q1 2026 | May 05, 2026 |
| AMALGAMATED BANK | History | Added to | 44,364 | 2,400 | 0.02% | 0.01% | 140 | +739 | 1.69% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 43,287 | 2,342 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 42,840 | 2,317 | 0.02% | 0.01% | 142 | +2,051 | 5.03% | Q1 2026 | Apr 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 42,245 | 2,285 | 0.0% | 0.0% | 143 | -48,676 | -53.54% | Q1 2026 | May 12, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 42,149 | 2,280 | 0.01% | 0.01% | 144 | +893 | 2.16% | Q1 2026 | May 14, 2026 |
| KEMPNER CAPITAL MANAGEMENT INC. | History | No change | 52,891 | 2,271 | 2.15% | 2.15% | 145 | 0 | 0.0% | Q4 2025 | Jan 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 40,109 | 2,169 | 0.01% | 0.01% | 146 | -13,745 | -25.52% | Q1 2026 | May 05, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | New | 40,004 | 2,163 | 0.16% | — | 147 | +40,004 | New | Q1 2026 | May 11, 2026 |
| Boston Partners | History | Reduced | 38,841 | 2,100 | 0.0% | 0.0% | 148 | -12,943 | -24.99% | Q1 2026 | May 11, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 38,277 | 2,070 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fruth Investment Management | History | Reduced | 37,850 | 2,047 | 0.51% | 0.45% | 150 | -470 | -1.23% | Q1 2026 | Apr 21, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 37,798 | 2,044 | 0.02% | 0.02% | 151 | -3,251 | -7.92% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Reduced | 37,631 | 2,035 | 0.0% | 0.0% | 152 | -16,607 | -30.62% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 37,509 | 2,029 | 0.0% | 0.0% | 153 | -2,872 | -7.11% | Q1 2026 | May 01, 2026 |
| ALLEN WEALTH MANAGEMENT, LLC | History | Added to | 37,432 | 2,024 | 1.01% | 0.86% | 154 | +4,629 | 14.11% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 37,203 | 2,012 | 0.02% | 0.02% | 155 | +382 | 1.04% | Q1 2026 | Apr 20, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 35,867 | 1,940 | 0.01% | 0.0% | 156 | -500 | -1.37% | Q1 2026 | Apr 28, 2026 |
| Cetera Investment Advisers | History | Added to | 35,419 | 1,915 | 0.0% | 0.0% | 157 | +1,184 | 3.46% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 34,796 | 1,882 | 0.0% | 0.0% | 158 | +6,135 | 21.41% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 34,574 | 1,870 | 0.06% | 0.05% | 159 | -810 | -2.29% | Q1 2026 | May 13, 2026 |
| Westhampton Capital, LLC | History | No change | 34,532 | 1,867 | 0.87% | 0.71% | 160 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Garton & Associates Financial Advisors LLC | History | Reduced | 33,683 | 1,821 | 1.49% | 0.84% | 161 | -540 | -1.58% | Q1 2026 | May 11, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 33,621 | 1,818 | 0.19% | 0.02% | 162 | +28,198 | 519.97% | Q1 2026 | May 07, 2026 |
| Argyle Capital Management, LLC | History | Reduced | 32,758 | 1,771 | 0.58% | 0.48% | 163 | -200 | -0.61% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Reduced | 32,713 | 1,769 | 0.02% | 0.02% | 164 | -4,103 | -11.14% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 32,473 | 1,756 | 0.02% | 0.02% | 165 | +1,583 | 5.12% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Added to | 31,591 | 1,708 | 0.01% | 0.01% | 166 | +4,260 | 15.59% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 31,392 | 1,697 | 0.0% | 0.0% | 167 | -11,093 | -26.11% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Added to | 31,230 | 1,689 | 0.02% | 0.02% | 168 | +617 | 2.02% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 31,105 | 1,682 | 0.02% | 0.02% | 169 | -1,599 | -4.89% | Q1 2026 | Apr 24, 2026 |
| DAVENPORT & Co LLC | History | Added to | 31,057 | 1,679 | 0.01% | 0.01% | 170 | +4 | 0.01% | Q1 2026 | Apr 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 30,947 | 1,673 | 0.0% | 0.0% | 171 | +10,647 | 52.45% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 30,668 | 1,658 | 0.0% | 0.0% | 172 | -778 | -2.47% | Q1 2026 | May 14, 2026 |
| NVWM, LLC | History | Reduced | 29,869 | 1,615 | 0.36% | 0.33% | 173 | -4,797 | -13.84% | Q1 2026 | Apr 27, 2026 |
| Evercore Wealth Management, LLC | History | Reduced | 29,830 | 1,613 | 0.03% | 0.02% | 174 | -5,500 | -15.57% | Q1 2026 | May 15, 2026 |
| Equitable Holdings, Inc. | History | Added to | 30,837 | 1,574 | 0.01% | 0.0% | 175 | +23,711 | 332.74% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 29,016 | 1,570 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 28,762 | 1,555 | 0.01% | 0.01% | 177 | -244 | -0.84% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 28,658 | 1,550 | 0.01% | 0.0% | 178 | -976 | -3.29% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 28,600 | 1,546 | 0.03% | 0.02% | 179 | +1,300 | 4.76% | Q1 2026 | Apr 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 28,372 | 1,534 | 0.0% | 0.0% | 180 | +986 | 3.6% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 27,097 | 1,465 | 0.01% | 0.01% | 181 | -454 | -1.65% | Q1 2026 | May 01, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 26,673 | 1,442 | 0.01% | 0.01% | 182 | +3,629 | 15.75% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 26,186 | 1,416 | 0.0% | 0.0% | 183 | -8,396 | -24.28% | Q1 2026 | May 15, 2026 |
| Dean Capital Management | History | New | 24,943 | 1,349 | 0.56% | — | 184 | +24,943 | New | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 24,790 | 1,340 | 0.01% | 0.01% | 185 | +5,271 | 27.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 24,713 | 1,336 | 0.01% | 0.01% | 186 | +31 | 0.13% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 24,655 | 1,333 | 0.0% | — | 187 | +24,655 | New | Q1 2026 | May 08, 2026 |
| Ancora Advisors LLC | History | Reduced | 24,351 | 1,317 | 0.03% | 0.03% | 188 | -5,201 | -17.6% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 23,751 | 1,284 | 0.01% | 0.0% | 189 | +400 | 1.71% | Q1 2026 | May 04, 2026 |
| CANTOR FITZGERALD INVESTMENT ADVISORS L.P. | History | Reduced | 23,325 | 1,261 | 0.09% | 0.09% | 190 | -3,325 | -12.48% | Q1 2026 | Apr 22, 2026 |
| Curbstone Financial Management Corp | History | No change | 23,010 | 1,244 | 0.24% | 0.19% | 191 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BAILARD, INC. | History | Added to | 22,300 | 1,206 | 0.03% | 0.02% | 192 | +6,300 | 39.38% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 22,114 | 1,196 | 0.0% | 0.0% | 193 | +714 | 3.34% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 22,097 | 1,195 | 0.02% | 0.01% | 194 | +29 | 0.13% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 21,700 | 1,173 | 0.0% | 0.0% | 195 | +600 | 2.84% | Q1 2026 | Apr 29, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 20,969 | 1,134 | 0.1% | 0.12% | 196 | -37,881 | -64.37% | Q1 2026 | May 15, 2026 |
| Powell Investment Advisors, LLC | History | Added to | 20,876 | 1,129 | 0.39% | 0.31% | 197 | +158 | 0.76% | Q1 2026 | Apr 23, 2026 |
| Neuberger Berman Group LLC | History | Added to | 20,731 | 1,121 | 0.0% | 0.0% | 198 | +9,248 | 80.54% | Q1 2026 | May 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Reduced | 20,403 | 1,119 | 0.06% | 0.06% | 199 | -100 | -0.49% | Q1 2026 | Apr 20, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 20,374 | 1,102 | 0.01% | 0.0% | 200 | +6,272 | 44.48% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 20,216 | 1,093 | 0.01% | 0.01% | 201 | +500 | 2.54% | Q1 2026 | Apr 29, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 20,202 | 1,092 | 0.0% | 0.0% | 202 | -2,428 | -10.73% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 20,194 | 1,092 | 0.02% | 0.02% | 203 | -923 | -4.37% | Q1 2026 | May 13, 2026 |
| READYSTATE ASSET MANAGEMENT LP | History | Reduced | 20,008 | 1,082 | 0.05% | 0.04% | 204 | -3,488 | -14.85% | Q1 2026 | May 15, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 19,900 | 1,076 | 0.03% | 0.03% | 205 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Southeast Asset Advisors, LLC | History | No change | 19,788 | 1,070 | 0.12% | 0.08% | 206 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Added to | 19,384 | 1,048 | 0.02% | 0.01% | 207 | +4,014 | 26.12% | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 19,076 | 1,031 | 0.02% | 0.02% | 208 | -2,500 | -11.59% | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | No change | 19,052 | 1,030 | 0.05% | 0.04% | 209 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 18,773 | 1,015 | 0.01% | 0.0% | 210 | -1,087 | -5.47% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 18,648 | 1,008 | 0.0% | 0.0% | 211 | +1,399 | 8.11% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 18,702 | 990 | 0.0% | 0.0% | 212 | +3,797 | 25.47% | Q1 2026 | May 15, 2026 |
| Trust Co of the South | History | Added to | 18,161 | 982 | 0.16% | 0.1% | 213 | +4,383 | 31.81% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 18,054 | 976 | 0.03% | 0.01% | 215 | +7,380 | 69.14% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 18,057 | 976 | 0.01% | 0.01% | 214 | +976 | 5.71% | Q1 2026 | Apr 28, 2026 |
| Financial Engines Advisors L.L.C. | History | Reduced | 17,934 | 970 | 0.0% | 0.0% | 216 | -7,201 | -28.65% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 17,662 | 955 | 0.0% | 0.0% | 217 | +511 | 2.98% | Q1 2026 | May 05, 2026 |
| Man Group plc | History | New | 17,379 | 940 | 0.0% | — | 218 | +17,379 | New | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | New | 17,361 | 939 | 0.26% | — | 219 | +17,361 | New | Q1 2026 | May 11, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 17,060 | 922 | 0.02% | 0.01% | 220 | -572 | -3.24% | Q1 2026 | May 18, 2026 |
| Essex Bank | History | No change | 16,668 | 901 | 0.2% | 0.16% | 221 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Reduced | 15,798 | 854 | 0.4% | 0.36% | 222 | -1,393 | -8.1% | Q1 2026 | Apr 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 15,667 | 847 | 0.0% | 0.0% | 223 | +2,485 | 18.85% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 15,401 | 833 | 0.01% | 0.02% | 224 | -16,280 | -51.39% | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | New | 15,326 | 828 | 0.04% | — | 225 | +15,326 | New | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 15,278 | 826 | 0.03% | 0.03% | 226 | +2,245 | 17.23% | Q1 2026 | Apr 29, 2026 |
| Centiva Capital, LP | History | New | 14,928 | 807 | 0.01% | — | 227 | +14,928 | New | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,557 | 787 | 0.01% | 0.0% | 228 | +1,601 | 12.36% | Q1 2026 | Apr 27, 2026 |
| NATIXIS | History | New | 14,548 | 786 | 0.0% | — | 229 | +14,548 | New | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 14,513 | 785 | 0.0% | 0.0% | 230 | +1,394 | 10.63% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 14,406 | 779 | 0.0% | 0.0% | 231 | +503 | 3.62% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Reduced | 14,394 | 778 | 0.0% | 0.0% | 232 | -791 | -5.21% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 14,291 | 772 | 0.01% | 0.01% | 233 | +85 | 0.6% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 14,247 | 770 | 0.0% | 0.0% | 234 | -3,931 | -21.63% | Q1 2026 | May 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 14,204 | 768 | 0.0% | — | 235 | +14,204 | New | Q1 2026 | Apr 30, 2026 |
| D.B. Root & Company, LLC | History | Reduced | 13,939 | 753 | 0.18% | 0.16% | 236 | -1,158 | -7.67% | Q1 2026 | May 12, 2026 |
| Numerai GP LLC | History | New | 13,254 | 716 | 0.07% | — | 237 | +13,254 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 13,080 | 707 | 0.01% | — | 238 | +13,080 | New | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | New | 13,008 | 703 | 0.06% | — | 240 | +13,008 | New | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 13,000 | 703 | 0.01% | 0.01% | 239 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Reduced | 12,989 | 702 | 0.01% | 0.0% | 241 | -274 | -2.07% | Q1 2026 | Apr 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 12,961 | 701 | 0.0% | 0.03% | 242 | -200,602 | -93.93% | Q1 2026 | May 15, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 12,790 | 691 | 0.07% | 0.05% | 243 | +589 | 4.83% | Q1 2026 | Apr 10, 2026 |
| Blue Trust, Inc. | History | Added to | 12,644 | 683 | 0.01% | 0.0% | 244 | +3,058 | 31.9% | Q1 2026 | Apr 20, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 12,480 | 675 | 0.02% | 0.01% | 245 | -751 | -5.68% | Q1 2026 | Apr 29, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 12,410 | 671 | 0.59% | 0.39% | 246 | +80 | 0.65% | Q1 2026 | Apr 24, 2026 |
| Cascade Investment Advisors, Inc. | History | Added to | 12,262 | 663 | 0.39% | 0.3% | 247 | +700 | 6.05% | Q1 2026 | Apr 13, 2026 |
| XPONANCE LLC | History | Added to | 11,957 | 646 | 0.0% | 0.0% | 248 | +2,778 | 30.26% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 11,831 | 639 | 0.02% | 0.02% | 249 | -1,960 | -14.21% | Q1 2026 | Apr 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,779 | 637 | 0.0% | 0.0% | 250 | -7,868 | -40.05% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 11,596 | 627 | 0.0% | 0.0% | 251 | -2,941 | -20.23% | Q1 2026 | Apr 30, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 11,389 | 616 | 0.06% | 0.04% | 252 | +616 | 5.72% | Q1 2026 | May 12, 2026 |
| PEAK6 LLC | History | Reduced | 11,190 | 605 | 0.0% | 0.0% | 253 | -4,852 | -30.25% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 11,183 | 604 | 0.0% | — | 254 | +11,183 | New | Q1 2026 | May 13, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 11,139 | 602 | 0.34% | 0.44% | 256 | -6,250 | -35.94% | Q1 2026 | Apr 20, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 11,133 | 602 | 0.0% | 0.0% | 255 | +799 | 7.73% | Q1 2026 | May 06, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 11,050 | 597 | 0.0% | 0.0% | 257 | +1,550 | 16.32% | Q1 2026 | May 08, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 10,590 | 572 | 0.04% | — | 258 | +10,590 | New | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Reduced | 10,558 | 571 | 0.01% | 0.05% | 259 | -79,924 | -88.33% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | Added to | 10,540 | 570 | 0.0% | 0.0% | 260 | +59 | 0.56% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 10,517 | 568 | 0.01% | 0.0% | 261 | +1,644 | 18.53% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 10,156 | 549 | 0.0% | — | 262 | +10,156 | New | Q1 2026 | May 14, 2026 |
| Evanson Asset Management, LLC | History | Added to | 2,931 | 546 | 0.03% | 0.03% | 263 | +4 | 0.14% | Q1 2026 | Apr 08, 2026 |
| Ascent Group, LLC | History | Added to | 10,055 | 543 | 0.02% | 0.01% | 264 | +74 | 0.74% | Q1 2026 | May 15, 2026 |
| VestGen Advisors, LLC | History | New | 10,604 | 533 | 0.01% | — | 265 | +10,604 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,840 | 532 | 0.0% | 0.0% | 266 | +314 | 3.3% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Added to | 9,660 | 522 | 0.01% | 0.0% | 267 | +3,002 | 45.09% | Q1 2026 | May 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 9,556 | 516 | 0.04% | 0.04% | 268 | -1,150 | -10.74% | Q1 2026 | Apr 23, 2026 |
| SYON CAPITAL LLC | History | Added to | 9,385 | 507 | 0.03% | 0.02% | 269 | +1,116 | 13.5% | Q1 2026 | May 13, 2026 |
| STEPH & CO | History | Added to | 9,334 | 504 | 0.14% | 0.04% | 270 | +6,529 | 232.76% | Q1 2026 | Apr 17, 2026 |
| Advisory Services Network, LLC | History | Added to | 9,201 | 497 | 0.01% | 0.01% | 271 | +969 | 11.77% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 9,100 | 492 | 0.0% | 0.0% | 272 | -550 | -5.7% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 8,906 | 482 | 0.0% | 0.0% | 273 | -459 | -4.9% | Q1 2026 | Apr 22, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 8,872 | 479 | 0.05% | 0.0% | 274 | +8,834 | 23247.37% | Q1 2026 | May 11, 2026 |
| Fiduciary Alliance LLC | History | Reduced | 8,659 | 477 | 0.03% | 0.02% | 276 | -108 | -1.23% | Q1 2026 | Apr 20, 2026 |
| Eastover Investment Advisors LLC | History | No change | 8,830 | 477 | 0.2% | 0.17% | 275 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Davis Investment Partners, LLC | History | Reduced | 8,519 | 460 | 0.16% | 0.14% | 278 | -535 | -5.91% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 8,517 | 460 | 0.0% | 0.0% | 277 | +51 | 0.6% | Q1 2026 | May 26, 2026 |
| Vestcor Inc | History | New | 8,230 | 445 | 0.01% | — | 279 | +8,230 | New | Q1 2026 | May 12, 2026 |
| Poehling Capital Management, INC. | History | New | 8,135 | 440 | 0.09% | — | 281 | +8,135 | New | Q1 2026 | Apr 21, 2026 |
| World Investment Advisors | History | Added to | 8,142 | 440 | 0.01% | 0.01% | 280 | +154 | 1.93% | Q1 2026 | Apr 27, 2026 |
| Empowered Funds, LLC | History | New | 8,018 | 433 | 0.0% | — | 282 | +8,018 | New | Q1 2026 | May 14, 2026 |
| B.O.S.S. Retirement Advisors, LLC | History | Reduced | 7,877 | 426 | 0.13% | 0.11% | 283 | -84 | -1.06% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 7,867 | 425 | 0.04% | 0.03% | 284 | +316 | 4.18% | Q1 2026 | Apr 15, 2026 |
| MTM Investment Management, LLC | History | No change | 7,866 | 425 | 0.13% | 0.11% | 285 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 7,840 | 424 | 0.0% | 0.0% | 286 | -92 | -1.16% | Q1 2026 | May 11, 2026 |
| Hudson Portfolio Management LLC | History | New | 7,805 | 422 | 0.36% | — | 287 | +7,805 | New | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | New | 7,496 | 405 | 0.07% | — | 288 | +7,496 | New | Q1 2026 | Apr 28, 2026 |
| Verition Fund Management LLC | History | Reduced | 7,460 | 403 | 0.0% | 0.02% | 290 | -82,161 | -91.68% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 7,457 | 403 | 0.0% | 0.0% | 289 | +2,517 | 50.95% | Q1 2026 | Apr 30, 2026 |
| Abacus Planning Group, Inc. | History | Added to | 7,451 | 403 | 0.05% | 0.04% | 291 | +57 | 0.77% | Q1 2026 | Apr 07, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 7,336 | 396 | 0.02% | 0.01% | 292 | -713 | -8.86% | Q1 2026 | May 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 7,270 | 393 | 0.02% | 0.01% | 293 | +109 | 1.52% | Q1 2026 | May 01, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 7,184 | 388 | 0.01% | 0.01% | 294 | -1,644 | -18.62% | Q1 2026 | Apr 21, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 7,172 | 387 | 0.01% | 0.0% | 295 | -80 | -1.1% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Added to | 7,105 | 384 | 0.05% | 0.01% | 296 | +4,463 | 168.93% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 7,018 | 379 | 0.01% | 0.01% | 297 | +10 | 0.14% | Q1 2026 | Apr 14, 2026 |
| Abel Hall, LLC | History | Added to | 6,908 | 373 | 0.08% | 0.06% | 298 | +1,064 | 18.21% | Q1 2026 | Apr 28, 2026 |
| IVC Wealth Advisors LLC | History | Added to | 6,835 | 369 | 0.16% | 0.12% | 299 | +650 | 10.51% | Q1 2026 | Apr 16, 2026 |
| William B. Walkup & Associates, Inc. | History | Reduced | 7,767 | 366 | 0.22% | 0.2% | 300 | -750 | -8.81% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 6,757 | 365 | 0.0% | 0.0% | 301 | -1,283 | -15.96% | Q1 2026 | May 04, 2026 |
| CONNABLE OFFICE INC | History | Added to | 6,699 | 362 | 0.04% | 0.03% | 302 | +153 | 2.34% | Q1 2026 | Apr 29, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,694 | 362 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 6,628 | 359 | 0.0% | 0.0% | 304 | -1,006 | -13.18% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 6,560 | 354 | 0.0% | 0.0% | 305 | +67 | 1.03% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 6,526 | 353 | 0.0% | 0.0% | 306 | +80 | 1.24% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 6,373 | 344 | 0.0% | 0.0% | 307 | +300 | 4.94% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | No change | 6,330 | 342 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Argent Trust Co | History | No change | 6,315 | 341 | 0.01% | 0.01% | 309 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,297 | 340 | 0.0% | — | 311 | +6,297 | New | Q1 2026 | May 12, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 6,288 | 340 | 0.07% | 0.08% | 310 | -2,314 | -26.9% | Q1 2026 | May 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 6,162 | 333 | 0.02% | 0.02% | 312 | -512 | -7.67% | Q1 2026 | Apr 16, 2026 |
| HOLDERNESS INVESTMENTS CO | History | No change | 6,125 | 331 | 0.07% | 0.05% | 313 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Independent Advisor Alliance | History | Reduced | 6,059 | 327 | 0.0% | 0.01% | 314 | -540 | -8.18% | Q1 2026 | May 12, 2026 |
| BFSG, LLC | History | No change | 6,056 | 327 | 0.03% | 0.03% | 315 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 6,000 | 324 | 0.0% | 0.0% | 316 | -685 | -10.25% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 5,809 | 323 | 0.01% | 0.01% | 317 | +101 | 1.77% | Q1 2026 | Apr 09, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 5,949 | 321 | 0.0% | 0.0% | 318 | -705 | -10.6% | Q1 2026 | May 13, 2026 |
| TCTC Holdings, LLC | History | No change | 5,702 | 308 | 0.01% | 0.01% | 319 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Krilogy Financial LLC | History | Added to | 5,519 | 305 | 0.01% | 0.01% | 320 | +154 | 2.87% | Q1 2026 | Apr 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 5,599 | 303 | 0.0% | 0.0% | 321 | +1,140 | 25.57% | Q1 2026 | May 01, 2026 |
| Perigon Wealth Management, LLC | History | New | 5,483 | 296 | 0.01% | — | 322 | +5,483 | New | Q1 2026 | Apr 10, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 7,223 | 294 | 0.01% | 0.0% | 323 | -5,496 | -43.21% | Q1 2026 | May 15, 2026 |
| Bull Harbor Capital LLC | History | New | 5,347 | 289 | 0.08% | — | 325 | +5,347 | New | Q1 2026 | May 18, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 5,343 | 289 | 0.02% | 0.03% | 324 | -2,292 | -30.02% | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 6,062 | 288 | 0.01% | 0.01% | 326 | +381 | 6.71% | Q1 2026 | May 04, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 5,307 | 287 | 0.03% | 0.03% | 328 | +201 | 3.94% | Q1 2026 | Apr 17, 2026 |
| SMITH, MOORE & CO. | History | Reduced | 5,314 | 287 | 0.02% | 0.02% | 327 | -25 | -0.47% | Q1 2026 | May 05, 2026 |
| FOSTER & MOTLEY INC | History | New | 5,264 | 285 | 0.01% | — | 329 | +5,264 | New | Q1 2026 | Apr 21, 2026 |
| Fieldview Capital Management, LLC | History | New | 5,223 | 282 | 0.08% | — | 330 | +5,223 | New | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | No change | 5,200 | 281 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 5,039 | 276 | 0.02% | 0.02% | 332 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RiverFront Investment Group, LLC | History | New | 5,059 | 273 | 0.0% | — | 333 | +5,059 | New | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,927 | 271 | 0.0% | 0.0% | 334 | +910 | 22.65% | Q1 2026 | Apr 07, 2026 |
| EntryPoint Capital, LLC | History | No change | 4,933 | 266 | 0.08% | 0.08% | 335 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Amundi | History | Reduced | 4,905 | 265 | 0.0% | 0.0% | 336 | -28,784 | -85.44% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6,065 | 264 | 0.0% | 0.0% | 337 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 4,831 | 261 | 0.02% | — | 338 | +4,831 | New | Q1 2026 | Apr 28, 2026 |
| Quantum Portfolio Management LLC | History | New | 4,815 | 260 | 0.11% | — | 339 | +4,815 | New | Q1 2026 | May 01, 2026 |
| JMN Financial LLC | History | New | 4,800 | 259 | 0.25% | — | 340 | +4,800 | New | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | New | 4,706 | 254 | 0.0% | — | 341 | +4,706 | New | Q1 2026 | May 13, 2026 |
| Kera Capital Partners, Inc. | History | New | 4,674 | 252 | 0.03% | — | 342 | +4,674 | New | Q1 2026 | May 06, 2026 |
| DnB Asset Management AS | History | New | 4,635 | 250 | 0.0% | — | 343 | +4,635 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,588 | 248 | 0.01% | 0.0% | 344 | +1,063 | 30.16% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | New | 4,577 | 247 | 0.01% | — | 346 | +4,577 | New | Q1 2026 | May 04, 2026 |
| Sagewood Asset Management LP | History | New | 4,574 | 247 | 0.08% | — | 345 | +4,574 | New | Q1 2026 | May 13, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 4,318 | 233 | 0.04% | — | 347 | +4,318 | New | Q1 2026 | May 01, 2026 |
| Trivium Point Advisory, LLC | History | New | 4,259 | 230 | 0.04% | — | 349 | +4,259 | New | Q1 2026 | Apr 21, 2026 |
| Arax Advisory Partners | History | Added to | 4,269 | 230 | 0.01% | 0.0% | 348 | +1,503 | 54.34% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | New | 4,185 | 226 | 0.0% | — | 350 | +4,185 | New | Q1 2026 | May 14, 2026 |
| Nicholson Wealth Management Group, LLC | History | Reduced | 4,153 | 224 | 0.13% | 0.15% | 351 | -1,700 | -29.04% | Q1 2026 | May 04, 2026 |
| Van Diest Capital, LLC | History | New | 4,132 | 223 | 0.18% | — | 353 | +4,132 | New | Q1 2026 | May 15, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 4,124 | 223 | 0.02% | — | 352 | +4,124 | New | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,108 | 222 | 0.0% | 0.0% | 354 | +1,319 | 47.29% | Q1 2026 | May 07, 2026 |
| Alan B Lancz & Associates, Inc. | History | New | 4,100 | 221 | 0.21% | — | 356 | +4,100 | New | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 4,088 | 221 | 0.01% | 0.01% | 355 | -589 | -12.59% | Q1 2026 | May 07, 2026 |
| VIAWEALTH, LLC | History | New | 4,064 | 219 | 0.12% | — | 359 | +4,064 | New | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | New | 4,060 | 219 | 0.01% | — | 357 | +4,060 | New | Q1 2026 | Apr 21, 2026 |
| Ethic Inc. | History | New | 4,052 | 219 | 0.0% | — | 358 | +4,052 | New | Q1 2026 | Apr 27, 2026 |
| Caerus Investment Advisors, LLC | History | No change | 4,928 | 215 | 0.07% | 0.07% | 360 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Neo Ivy Capital Management | History | New | 3,966 | 214 | 0.06% | — | 362 | +3,966 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 3,961 | 214 | 0.0% | 0.0% | 361 | -10 | -0.25% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | New | 3,947 | 213 | 0.0% | — | 363 | +3,947 | New | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,907 | 211 | 0.0% | 0.0% | 364 | -1,046 | -21.12% | Q1 2026 | Apr 30, 2026 |
| waypoint wealth counsel | History | Reduced | 3,885 | 210 | 0.11% | 0.07% | 365 | -770 | -16.54% | Q1 2026 | Apr 23, 2026 |
| Aquatic Capital Management LLC | History | New | 3,866 | 209 | 0.01% | — | 366 | +3,866 | New | Q1 2026 | May 15, 2026 |
| Optimize Financial Inc | History | New | 3,822 | 206 | 0.1% | — | 367 | +3,822 | New | Q1 2026 | May 12, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | New | 3,706 | 200 | 0.02% | — | 368 | +3,706 | New | Q1 2026 | Apr 17, 2026 |
| Allworth Financial LP | History | Added to | 3,550 | 192 | 0.0% | 0.0% | 369 | +554 | 18.49% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,303 | 178 | 0.0% | 0.0% | 370 | -2,521 | -43.29% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,037 | 176 | 0.01% | 0.01% | 371 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GAMMA Investing LLC | History | Added to | 3,231 | 174 | 0.01% | 0.01% | 372 | +630 | 24.22% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,794 | 165 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 3,049 | 164 | 0.0% | — | 374 | +3,049 | New | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,972 | 160 | 0.0% | 0.0% | 375 | +319 | 12.02% | Q1 2026 | Apr 07, 2026 |
| Essential Partners LLC | History | Reduced | 2,757 | 149 | 0.05% | 0.04% | 376 | -169 | -5.78% | Q1 2026 | May 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,476 | 133 | 0.0% | 0.0% | 377 | +249 | 11.18% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 2,355 | 127 | 0.0% | 0.0% | 378 | -3 | -0.13% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 2,310 | 124 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 2,260 | 122 | 0.01% | 0.01% | 380 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| AlphaQuest LLC | History | No change | 2,768 | 120 | 0.01% | 0.01% | 381 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Caldwell Trust Co | History | No change | 2,210 | 119 | 0.01% | 0.01% | 382 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,102 | 113 | 0.0% | 0.0% | 383 | +544 | 34.92% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,099 | 113 | 0.01% | 0.01% | 384 | +316 | 17.72% | Q1 2026 | Apr 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,999 | 108 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,972 | 106 | 0.0% | 0.0% | 386 | -1,024 | -34.18% | Q1 2026 | Apr 13, 2026 |
| Truvestments Capital LLC | History | Reduced | 1,974 | 106 | 0.02% | 0.02% | 387 | -877 | -30.76% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 1,804 | 97 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,778 | 96 | 0.0% | 0.0% | 389 | +458 | 34.7% | Q1 2026 | May 07, 2026 |
| Employees Retirement System of Texas | History | New | 1,663 | 90 | 0.0% | — | 390 | +1,663 | New | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,580 | 85 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Colonial Trust Advisors | History | No change | 1,400 | 75 | 0.01% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,340 | 72 | 0.0% | 0.0% | 393 | +1,201 | 864.03% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,197 | 64 | 0.0% | 0.0% | 395 | -588 | -32.94% | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | Added to | 1,187 | 64 | 0.02% | 0.01% | 396 | +49 | 4.31% | Q1 2026 | Apr 02, 2026 |
| CENTRAL TRUST Co | History | No change | 1,200 | 64 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Co / SC | History | Added to | 1,000 | 54 | 0.01% | 0.0% | 397 | +500 | 100.0% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 844 | 45 | 0.01% | 0.14% | 398 | -13,359 | -94.06% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 814 | 43 | 0.0% | 0.0% | 400 | +560 | 220.47% | Q1 2026 | May 13, 2026 |
| Pflug Koory, LLC | History | No change | 810 | 43 | 0.02% | 0.02% | 399 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Bayforest Capital Ltd | History | Added to | 781 | 42 | 0.05% | 0.02% | 401 | +246 | 45.98% | Q1 2026 | Apr 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 751 | 40 | 0.02% | 0.04% | 402 | -888 | -54.18% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 706 | 38 | 0.0% | 0.01% | 403 | -29,762 | -97.68% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 679 | 36 | 0.0% | 0.0% | 405 | +7 | 1.04% | Q1 2026 | Apr 30, 2026 |
| Hanson & Doremus Investment Management | History | No change | 669 | 36 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Estabrook Capital Management | History | No change | 653 | 35 | 0.01% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 650 | 35 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Key Capital Management, INC | History | Added to | 641 | 34 | 0.02% | 0.02% | 409 | +111 | 20.94% | Q1 2026 | May 07, 2026 |
| Quent Capital, LLC | History | Reduced | 634 | 34 | 0.0% | 0.0% | 408 | -40 | -5.93% | Q1 2026 | Apr 28, 2026 |
| WPG Advisers, LLC | History | Added to | 612 | 33 | 0.02% | 0.01% | 411 | +295 | 93.06% | Q1 2026 | Apr 29, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 615 | 33 | 0.02% | 0.01% | 410 | -20 | -3.15% | Q1 2026 | May 01, 2026 |
| Kennebec Savings Bank | History | Added to | 600 | 32 | 0.03% | 0.02% | 413 | +44 | 7.91% | Q1 2026 | Apr 17, 2026 |
| ST GERMAIN D J CO INC | History | No change | 600 | 32 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 564 | 30 | 0.0% | 0.0% | 414 | +53 | 10.37% | Q1 2026 | Apr 30, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 526 | 28 | 0.02% | 0.02% | 415 | -6 | -1.13% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 466 | 25 | 0.01% | — | 417 | +458 | 5725.0% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 466 | 25 | 0.01% | 0.01% | 418 | -61 | -11.57% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 473 | 25 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 436 | 23 | 0.01% | 0.01% | 419 | +4 | 0.93% | Q1 2026 | Apr 01, 2026 |
| Front Row Advisors LLC | History | No change | 418 | 22 | 0.01% | 0.01% | 420 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| UMB Bank, n.a. | History | Added to | 403 | 21 | 0.0% | 0.0% | 421 | +11 | 2.81% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 377 | 20 | 0.0% | 0.0% | 423 | +113 | 42.8% | Q1 2026 | May 15, 2026 |
| Roble, Belko & Company, Inc | History | Added to | 361 | 20 | 0.0% | 0.0% | 422 | +3 | 0.84% | Q1 2026 | Apr 16, 2026 |
| SouthState Bank Corp | History | No change | 326 | 17 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 300 | 16 | 0.0% | — | 426 | +300 | New | Q1 2026 | Apr 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 303 | 16 | 0.01% | 0.0% | 425 | +61 | 25.21% | Q1 2026 | Apr 14, 2026 |
| Ransom Advisory, Ltd | History | No change | 325 | 14 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 207 | 11 | 0.0% | 0.0% | 428 | +54 | 35.29% | Q1 2026 | Apr 24, 2026 |
| North Star Investment Management Corp. | History | No change | 200 | 10 | 0.0% | 0.0% | 429 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 167 | 9 | 0.0% | — | 433 | +167 | New | Q1 2026 | Apr 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 166 | 9 | 0.0% | 0.0% | 431 | -77 | -31.69% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 174 | 9 | 0.0% | 0.0% | 430 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| YANKCOM Partnership | History | No change | 170 | 9 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 165 | 8 | 0.0% | — | 435 | +165 | New | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 164 | 8 | 0.0% | — | 434 | +164 | New | Q1 2026 | May 08, 2026 |
| POM Investment Strategies, LLC | History | New | 146 | 7 | 0.01% | — | 440 | +146 | New | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | Added to | 147 | 7 | 0.0% | 0.0% | 438 | +23 | 18.55% | Q1 2026 | Apr 03, 2026 |
| ASSETMARK, INC | History | Added to | 132 | 7 | 0.0% | 0.0% | 437 | +15 | 12.82% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | No change | 135 | 7 | 0.0% | 0.0% | 436 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prudent Man Investment Management, Inc. | History | No change | 171 | 7 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Magnolia Wealth Management, LLC | History | New | 125 | 6 | 0.0% | — | 447 | +125 | New | Q1 2026 | May 06, 2026 |
| Community Financial Services Group, LLC | History | New | 118 | 6 | 0.0% | — | 446 | +118 | New | Q1 2026 | Apr 08, 2026 |
| Sachetta, LLC | History | Added to | 125 | 6 | 0.0% | — | 445 | +109 | 681.25% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | Added to | 122 | 6 | 0.0% | 0.0% | 444 | +47 | 62.67% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 126 | 6 | 0.0% | 0.0% | 441 | -39 | -23.64% | Q1 2026 | May 13, 2026 |
| Carolina Wealth Advisors, LLC | History | No change | 128 | 6 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 115 | 6 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Covestor Ltd | History | Reduced | 101 | 5 | 0.0% | 0.06% | 452 | -2,373 | -95.92% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | New | 108 | 5 | 0.0% | — | 455 | +108 | New | Q1 2026 | Apr 29, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 105 | 5 | 0.0% | — | 456 | +105 | New | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Added to | 103 | 5 | 0.0% | — | 453 | +99 | 2475.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 95 | 5 | 0.0% | — | 450 | +78 | 458.82% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 94 | 5 | 0.0% | 0.0% | 451 | +9 | 10.59% | Q1 2026 | Apr 17, 2026 |
| NBC SECURITIES, INC. | History | No change | 108 | 5 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 109 | 5 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 100 | 5 | 0.0% | 0.0% | 454 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 88 | 4 | 0.0% | 0.0% | 461 | -502 | -85.08% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | Reduced | 90 | 4 | 0.0% | 0.0% | 457 | -95 | -51.35% | Q1 2026 | Apr 28, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 92 | 4 | 0.0% | — | 463 | +92 | New | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Added to | 80 | 4 | 0.0% | 0.0% | 460 | +34 | 73.91% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 88 | 4 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DT Investment Partners, LLC | History | No change | 87 | 4 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Stephens Consulting, LLC | History | No change | 100 | 4 | 0.0% | 0.0% | 462 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Fortitude Family Office, LLC | History | Added to | 56 | 3 | 0.0% | — | 466 | +36 | 180.0% | Q1 2026 | Apr 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 71 | 3 | 0.0% | 0.0% | 464 | -9 | -11.25% | Q1 2026 | Apr 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 71 | 3 | 0.0% | 0.0% | 465 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bravera Wealth | History | No change | 67 | 3 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 468 | -7 | -12.73% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parvin Asset Management, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 472 | -424 | -94.85% | Q1 2026 | Apr 28, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 23 | 1 | 0.0% | 0.0% | 471 | -318 | -93.26% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 31 | 1 | 0.0% | — | 482 | +31 | New | Q1 2026 | May 06, 2026 |
| Leonteq Securities AG | History | Reduced | 27 | 1 | 0.0% | 0.0% | 473 | -30 | -52.63% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 25 | 1 | 0.0% | — | 475 | +17 | 212.5% | Q1 2026 | Apr 16, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 21 | 1 | 0.0% | — | 474 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 24 | 1 | 0.0% | 0.0% | 476 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| First Command Advisory Services, Inc. | History | No change | 27 | 1 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| City State Bank | History | No change | 30 | 1 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ORG Partners LLC | History | No change | 36 | 1 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | No change | 20 | 1 | 0.0% | — | 481 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.55% | — | -655,339 | -100.0% | Q1 2026 | Apr 24, 2026 |
| OLD REPUBLIC INTERNATIONAL CORP | History | Closed out | 0 | 0 | — | 1.02% | — | -576,700 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.61% | — | -289,417 | -100.0% | Q1 2026 | May 15, 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 1.34% | — | -137,805 | -100.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -116,958 | -100.0% | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.08% | — | -54,449 | -100.0% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -48,492 | -100.0% | Q1 2026 | May 15, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.01% | — | -47,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -30,090 | -100.0% | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | Closed out | 0 | 0 | — | 0.01% | — | -24,500 | -100.0% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,165 | -100.0% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -17,785 | -100.0% | Q1 2026 | May 11, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,043 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,799 | -100.0% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,491 | -100.0% | Q1 2026 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q1 2026 | May 04, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,601 | -100.0% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,293 | -100.0% | Q1 2026 | May 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,133 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,507 | -100.0% | Q1 2026 | May 08, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,662 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,867 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,082 | -100.0% | Q1 2026 | May 05, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.01% | — | -904 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -550 | -100.0% | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | May 04, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -475 | -100.0% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | Reduced | 12 | 0 | — | 0.0% | — | -450 | -97.4% | Q1 2026 | Apr 22, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 12, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -291 | -100.0% | Q1 2026 | Apr 13, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -76 | -100.0% | Q1 2026 | May 12, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 06, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 17 | 0 | — | — | — | +11 | 183.33% | Q1 2026 | May 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 11 | 0 | — | — | — | +8 | 266.67% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 12, 2026 |
| SHP Wealth Management | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 11 | 0 | — | — | — | +4 | 57.14% | Q1 2026 | Apr 23, 2026 |
| Financial Management Professionals, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 15, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 9 | 0 | — | — | — | +2 | 28.57% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 16 | 0 | — | — | — | +2 | 14.29% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cromwell Holdings LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |