Sony Group Corp - SONY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 110,630,948 | 2,290,060 | 0.78% | 0.95% | 1 | +1,649,360 | 1.51% | Q1 2026 | May 05, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 58,530,830 | 1,211,588 | 0.95% | 1.13% | 2 | +229,400 | 0.39% | Q1 2026 | May 11, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 43,937,137 | 909,499 | 1.9% | 2.31% | 3 | -1,153,022 | -2.56% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 24,987,735 | 517,246 | 0.03% | 0.03% | 4 | +2,384,050 | 10.55% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 16,992,579 | 351,746 | 0.03% | 0.03% | 5 | +1,413,785 | 9.08% | Q1 2026 | May 15, 2026 |
| Mondrian Investment Partners LTD | History | Added to | 11,975,861 | 251,493 | 3.76% | 3.73% | 6 | +3,291,764 | 37.91% | Q1 2026 | Apr 29, 2026 |
| BlackRock, Inc. | History | Added to | 9,389,076 | 194,353 | 0.0% | 0.0% | 7 | +1,018,055 | 12.16% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 8,985,057 | 185,990 | 0.02% | 0.02% | 8 | +1,178,887 | 15.1% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 7,364,415 | 152,443 | 0.02% | 0.02% | 9 | -55,032 | -0.74% | Q1 2026 | May 14, 2026 |
| Capital International Investors | History | Reduced | 7,375,593 | 146,922 | 0.03% | 0.03% | 10 | -71,296 | -0.96% | Q1 2026 | May 13, 2026 |
| HARDING LOEVNER LP | History | Reduced | 6,636,707 | 137,350 | 1.41% | 1.59% | 11 | -405,766 | -5.76% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,571,734 | 136,035 | 0.02% | 0.03% | 12 | -207,188 | -3.06% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,876,955 | 121,652 | 0.03% | 0.04% | 13 | +500,878 | 9.32% | Q1 2026 | May 04, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 5,197,641 | 107,591 | 0.73% | 0.92% | 14 | -121,449 | -2.28% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 5,112,547 | 105,830 | 0.15% | 0.19% | 15 | -116,456 | -2.23% | Q1 2026 | May 13, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 5,062,002 | 104,783 | 0.09% | 0.11% | 16 | -546,048 | -9.74% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 5,044,209 | 104,415 | 0.01% | 0.01% | 17 | -1,092,874 | -17.81% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Reduced | 4,970,832 | 102,896 | 0.01% | 0.02% | 18 | -105,684 | -2.08% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 4,589,084 | 94,994 | 0.94% | 1.22% | 19 | -385,948 | -7.76% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,585,565 | 91,299 | 0.04% | 0.0% | 20 | +4,500,336 | 5280.29% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 3,581,856 | 74,144 | 0.04% | — | 21 | +3,581,856 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 3,470,338 | 71,826 | 0.14% | 0.15% | 22 | +58,704 | 1.72% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,207,482 | 66,394 | 0.01% | 0.01% | 23 | +110,545 | 3.57% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,183,319 | 65,894 | 0.01% | 0.02% | 24 | -2,617,043 | -45.12% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 3,135,095 | 64,403 | 0.01% | 0.01% | 25 | +1,127,941 | 56.2% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,885,032 | 59,720 | 0.01% | 0.01% | 26 | +142,630 | 5.2% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 2,858,777 | 59,176 | 0.05% | 0.07% | 27 | -70,617 | -2.41% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,942,759 | 58,619 | 0.0% | 0.0% | 28 | +795,072 | 37.02% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,838,420 | 47,063 | 0.08% | 0.08% | 29 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,225,380 | 46,065 | 0.01% | 0.01% | 30 | -24,891 | -1.11% | Q1 2026 | May 07, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,210,563 | 45,758 | 0.01% | 0.0% | 31 | +1,025,985 | 86.61% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 2,144,982 | 44,381 | 0.01% | 0.02% | 32 | +17,753 | 0.83% | Q1 2026 | May 14, 2026 |
| Alberta Investment Management Corp | History | New | 1,993,000 | 41,255 | 0.25% | — | 33 | +1,993,000 | New | Q1 2026 | Apr 28, 2026 |
| CIBC Bancorp USA Inc. | History | New | 1,953,645 | 40,458 | 0.05% | — | 34 | +1,953,645 | New | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 1,932,258 | 39,997 | 0.02% | — | 35 | +1,932,258 | New | Q1 2026 | May 14, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 1,949,592 | 38,835 | 0.09% | 0.02% | 36 | +1,504,035 | 337.56% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 1,872,866 | 38,768 | 0.03% | 0.03% | 37 | +84,000 | 4.7% | Q1 2026 | May 12, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 1,779,474 | 36,835 | 0.23% | 0.29% | 38 | -95,077 | -5.07% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,754,134 | 36,310 | 0.02% | 0.01% | 39 | +791,955 | 82.31% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,661,788 | 34,399 | 0.07% | 0.09% | 40 | -28,605 | -1.69% | Q1 2026 | May 06, 2026 |
| Pictet North America Advisors SA | History | Added to | 1,584,630 | 32,801 | 3.26% | 3.74% | 41 | +47,594 | 3.1% | Q1 2026 | Apr 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,393,525 | 28,845 | 0.01% | 0.0% | 42 | +1,208,673 | 653.86% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,326,908 | 27,466 | 0.01% | 0.03% | 43 | -630,131 | -32.2% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 1,265,747 | 26,200 | 0.01% | 0.01% | 44 | +325,402 | 34.6% | Q1 2026 | May 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,257,315 | 26,026 | 0.06% | 0.01% | 45 | +1,121,272 | 824.2% | Q1 2026 | May 11, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 1,156,193 | 23,933 | 0.33% | — | 46 | +1,156,193 | New | Q1 2026 | May 01, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,098,779 | 22,744 | 0.02% | 0.02% | 47 | +72,195 | 7.03% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,077,944 | 22,313 | 0.02% | 0.02% | 48 | +1,948 | 0.18% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,036,782 | 21,461 | 0.04% | 0.05% | 49 | +156,464 | 17.77% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 1,019,167 | 21,096 | 0.03% | 0.05% | 50 | -508,150 | -33.27% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 969,209 | 20,062 | 0.01% | 0.01% | 51 | +179,748 | 22.77% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 964,786 | 19,971 | 0.0% | 0.0% | 52 | +76,499 | 8.61% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 930,232 | 19,255 | 0.0% | 0.0% | 53 | -482,499 | -34.15% | Q1 2026 | May 15, 2026 |
| Martin Investment Management, LLC | History | Reduced | 891,165 | 18,447 | 5.52% | 6.93% | 54 | -77,030 | -7.96% | Q1 2026 | May 13, 2026 |
| IMC-Chicago, LLC | History | Added to | 841,700 | 17,423 | 0.01% | 0.01% | 55 | +282,600 | 50.55% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 839,001 | 17,367 | 0.09% | 0.14% | 56 | -155,118 | -15.6% | Q1 2026 | May 13, 2026 |
| Arnhold LLC | History | Added to | 837,356 | 17,333 | 1.27% | 1.38% | 57 | +127,693 | 17.99% | Q1 2026 | May 11, 2026 |
| CABOT WEALTH MANAGEMENT INC | History | Added to | 830,909 | 17,199 | 1.98% | 2.31% | 58 | +16,326 | 2.0% | Q1 2026 | Apr 24, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 822,042 | 17,016 | 0.01% | 0.01% | 59 | -151,136 | -15.53% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Added to | 816,049 | 16,892 | 0.0% | 0.0% | 60 | +29,580 | 3.76% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 792,600 | 16,406 | 0.03% | 0.02% | 61 | +240,152 | 43.47% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 763,502 | 15,804 | 0.07% | 0.03% | 62 | +292,494 | 62.1% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 759,221 | 15,715 | 0.05% | — | 63 | +759,221 | New | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 753,523 | 15,597 | 0.06% | — | 64 | +753,523 | New | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 742,579 | 15,371 | 0.02% | 0.02% | 65 | +104,100 | 16.3% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 727,569 | 15,060 | 0.0% | 0.0% | 66 | +71,723 | 10.94% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 727,144 | 15,052 | 0.02% | 0.02% | 67 | +60,636 | 9.1% | Q1 2026 | May 15, 2026 |
| CLARK ESTATES INC/NY | History | Added to | 691,600 | 14,316 | 3.44% | 1.55% | 68 | +441,600 | 176.64% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Reduced | 687,517 | 14,231 | 0.66% | 0.81% | 69 | -16,093 | -2.29% | Q1 2026 | May 05, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 669,134 | 13,851 | 0.14% | 0.19% | 70 | +94,053 | 16.35% | Q1 2026 | May 12, 2026 |
| NORGES BANK | History | No change | 538,250 | 13,779 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 661,096 | 13,684 | 0.02% | 0.03% | 72 | +97,910 | 17.39% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 655,000 | 13,558 | 0.02% | — | 73 | +655,000 | New | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 644,071 | 13,332 | 0.01% | 0.0% | 74 | +570,893 | 780.14% | Q1 2026 | May 12, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 625,049 | 12,938 | 0.6% | 0.67% | 75 | +35,096 | 5.95% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 622,907 | 12,894 | 0.02% | 0.02% | 76 | -18,705 | -2.92% | Q1 2026 | May 15, 2026 |
| CapWealth Advisors, LLC | History | Added to | 618,738 | 12,807 | 0.95% | 1.03% | 77 | +31,733 | 5.41% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 617,377 | 12,779 | 0.01% | 0.01% | 78 | +1,465 | 0.24% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 605,752 | 12,539 | 0.0% | 0.01% | 79 | +32,846 | 5.73% | Q1 2026 | May 13, 2026 |
| LATHROP INVESTMENT MANAGEMENT CO | History | Reduced | 591,040 | 12,235 | 2.29% | 2.81% | 80 | -14,687 | -2.42% | Q1 2026 | May 12, 2026 |
| Rock Point Advisors, LLC | History | Added to | 515,468 | 10,670 | 2.89% | 2.91% | 81 | +61,716 | 13.6% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 506,705 | 10,488 | 0.04% | 0.09% | 82 | -665,658 | -56.78% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Reduced | 496,565 | 10,278 | 0.16% | 0.21% | 83 | -28,029 | -5.34% | Q1 2026 | Apr 27, 2026 |
| BCWM, LLC | History | New | 489,017 | 10,122 | 2.87% | — | 84 | +489,017 | New | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 487,727 | 10,095 | 0.15% | 0.17% | 85 | +11,323 | 2.38% | Q1 2026 | May 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 485,430 | 10,048 | 0.07% | 0.06% | 86 | +169,398 | 53.6% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 461,589 | 9,554 | 0.02% | 0.01% | 87 | +184,896 | 66.82% | Q1 2026 | May 14, 2026 |
| Live Oak Private Wealth LLC | History | Added to | 454,318 | 9,404 | 1.31% | 1.53% | 88 | +15,174 | 3.46% | Q1 2026 | Apr 20, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 426,324 | 8,987 | 0.03% | 0.0% | 89 | +420,395 | 7090.49% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 424,385 | 8,784 | 0.01% | 0.01% | 90 | +11,901 | 2.89% | Q1 2026 | May 13, 2026 |
| Foresight Global Investors, Inc. | History | Reduced | 407,011 | 8,425 | 5.47% | 9.3% | 91 | -365,105 | -47.29% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 399,333 | 8,257 | 0.01% | 0.01% | 92 | +18,486 | 4.85% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 394,119 | 8,158 | 0.01% | 0.02% | 93 | -97,873 | -19.89% | Q1 2026 | May 06, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 382,374 | 7,915 | 0.09% | 0.11% | 94 | +26,437 | 7.43% | Q1 2026 | Apr 23, 2026 |
| DV EQUITIES, LLC | History | No change | 298,272 | 7,635 | 1.37% | 1.37% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 361,696 | 7,487 | 0.08% | 0.11% | 96 | -31,865 | -8.1% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Reduced | 361,073 | 7,474 | 0.0% | 0.01% | 97 | -192,711 | -34.8% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 358,534 | 7,421 | 0.01% | 0.01% | 98 | -8,388 | -2.29% | Q1 2026 | Apr 27, 2026 |
| Boston Partners | History | Added to | 345,362 | 7,158 | 0.01% | 0.01% | 99 | +292 | 0.08% | Q1 2026 | May 11, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 341,143 | 7,061 | 0.05% | 0.07% | 100 | -1,146 | -0.33% | Q1 2026 | May 14, 2026 |
| Ramirez Asset Management, Inc. | History | New | 339,615 | 7,019 | 0.84% | — | 101 | +339,615 | New | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 336,462 | 6,968 | 0.03% | 0.03% | 102 | +47,013 | 16.24% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 335,432 | 6,943 | 0.02% | 0.03% | 103 | -83,985 | -20.02% | Q1 2026 | May 04, 2026 |
| MARKEL GROUP INC. | History | No change | 335,000 | 6,934 | 0.06% | 0.07% | 104 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 325,068 | 6,728 | 0.0% | 0.0% | 105 | +25,941 | 8.67% | Q1 2026 | May 08, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 321,630 | 6,657 | 0.43% | 0.45% | 106 | +30,979 | 10.66% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 317,073 | 6,533 | 0.01% | 0.01% | 107 | +33,862 | 11.96% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 313,983 | 6,499 | 0.06% | 0.09% | 108 | -43,331 | -12.13% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 313,092 | 6,481 | 0.01% | 0.01% | 109 | -4,301 | -1.36% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 312,646 | 6,471 | 0.06% | 0.07% | 110 | -35,575 | -10.22% | Q1 2026 | May 13, 2026 |
| Henry James International Management Inc. | History | Reduced | 306,881 | 6,352 | 2.29% | 3.27% | 111 | -98,020 | -24.21% | Q1 2026 | Apr 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 295,454 | 6,115 | 0.12% | 0.04% | 112 | +228,108 | 338.71% | Q1 2026 | Apr 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 294,196 | 6,089 | 0.13% | 0.16% | 113 | -3,213 | -1.08% | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | Added to | 289,117 | 5,984 | 0.31% | 0.3% | 114 | +124,153 | 75.26% | Q1 2026 | Apr 15, 2026 |
| CWM, LLC | History | Reduced | 275,053 | 5,693 | 0.01% | 0.02% | 115 | -10,809 | -3.78% | Q1 2026 | May 14, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 273,351 | 5,658 | 0.02% | 0.05% | 116 | -182,321 | -40.01% | Q1 2026 | May 13, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 272,300 | 5,636 | 0.01% | 0.01% | 117 | -42,244 | -13.43% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 270,880 | 5,607 | 0.06% | 0.09% | 118 | +5,480 | 2.06% | Q1 2026 | May 15, 2026 |
| Inlet Private Wealth, LLC | History | Reduced | 270,424 | 5,597 | 1.43% | 1.64% | 119 | -6,350 | -2.29% | Q1 2026 | May 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | Added to | 263,526 | 5,454 | 0.2% | 0.25% | 120 | +2,630 | 1.01% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 263,110 | 5,446 | 0.11% | 0.13% | 121 | +860 | 0.33% | Q1 2026 | May 13, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 256,317 | 5,305 | 0.22% | 0.27% | 122 | -10,306 | -3.87% | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Reduced | 254,064 | 5,259 | 0.12% | 0.15% | 123 | -12,527 | -4.7% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 240,932 | 4,988 | 0.0% | — | 124 | +240,932 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 240,522 | 4,978 | 0.01% | 0.01% | 125 | +11,025 | 4.8% | Q1 2026 | May 05, 2026 |
| Quinn Opportunity Partners LLC | History | Added to | 240,000 | 4,968 | 0.26% | 0.03% | 126 | +210,000 | 700.0% | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 235,366 | 4,872 | 0.04% | 0.05% | 127 | +634 | 0.27% | Q1 2026 | Apr 07, 2026 |
| O'Brien Greene & Co. Inc | History | Added to | 235,162 | 4,867 | 1.38% | 1.69% | 128 | +13,320 | 6.0% | Q1 2026 | May 06, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 235,014 | 4,864 | 0.03% | 0.03% | 129 | -2,125 | -0.9% | Q1 2026 | May 05, 2026 |
| Stamos Capital Partners, L.P. | History | Added to | 232,958 | 4,822 | 0.75% | 0.53% | 130 | +104,391 | 81.2% | Q1 2026 | May 13, 2026 |
| Waverly Advisors, LLC | History | Reduced | 232,222 | 4,806 | 0.04% | 0.05% | 131 | -4,274 | -1.81% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 231,550 | 4,793 | 0.05% | 0.07% | 132 | -9,732 | -4.03% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 228,244 | 4,724 | 0.01% | 0.01% | 133 | -77,862 | -25.44% | Q1 2026 | May 15, 2026 |
| American Trust Investment Advisors, LLC | History | Added to | 228,102 | 4,721 | 2.61% | 3.04% | 134 | +5,745 | 2.58% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 224,934 | 4,656 | 0.01% | 0.01% | 135 | +46,664 | 26.18% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 1,436 | 4,608 | 0.75% | 0.19% | 136 | -31,682 | -95.66% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 175,557 | 4,494 | 0.09% | 0.09% | 137 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 214,749 | 4,445 | 0.13% | 0.17% | 138 | -6,856 | -3.09% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | New | 213,488 | 4,419 | 0.13% | — | 139 | +213,488 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 211,802 | 4,384 | 0.07% | 0.05% | 140 | +91,415 | 75.93% | Q1 2026 | May 01, 2026 |
| STATE STREET CORP | History | Added to | 210,333 | 4,353 | 0.0% | 0.0% | 141 | +207 | 0.1% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 236,264 | 4,333 | 0.0% | 0.0% | 142 | -200,550 | -45.91% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | Added to | 207,343 | 4,291 | 0.7% | 0.86% | 143 | +640 | 0.31% | Q1 2026 | Apr 22, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 206,783 | 4,280 | 1.04% | 1.23% | 144 | -22 | -0.01% | Q1 2026 | Apr 28, 2026 |
| Rathbones Group PLC | History | Added to | 206,337 | 4,271 | 0.02% | 0.02% | 145 | +10,062 | 5.13% | Q1 2026 | May 12, 2026 |
| Humankind Investments LLC | History | No change | 202,195 | 4,185 | 2.39% | 2.32% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 200,624 | 4,152 | 0.13% | 0.13% | 147 | +94,438 | 88.94% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Reduced | 183,289 | 3,909 | 0.02% | 0.02% | 148 | -1,869 | -1.01% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 188,387 | 3,899 | 0.01% | 0.01% | 149 | -7,834 | -3.99% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 187,806 | 3,887 | 0.0% | 0.0% | 150 | +39,631 | 26.75% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Added to | 186,461 | 3,859 | 0.05% | 0.05% | 151 | +13,348 | 7.71% | Q1 2026 | May 13, 2026 |
| Vident Advisory, LLC | History | Reduced | 185,869 | 3,847 | 0.03% | 0.05% | 152 | -8,454 | -4.35% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 185,233 | 3,834 | 0.07% | 0.12% | 153 | -73,405 | -28.38% | Q1 2026 | Apr 20, 2026 |
| M&T BANK CORP | History | Reduced | 184,079 | 3,810 | 0.01% | 0.02% | 154 | -45,343 | -19.76% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 180,673 | 3,739 | 0.0% | 0.01% | 155 | -294,278 | -61.96% | Q1 2026 | May 13, 2026 |
| Aperture Investors, LLC | History | Added to | 179,731 | 3,720 | 0.47% | 0.45% | 156 | +25,000 | 16.16% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 177,213 | 3,668 | 0.04% | 0.06% | 157 | +336 | 0.19% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 181,045 | 3,570 | 0.01% | 0.01% | 158 | -117,142 | -39.28% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 171,616 | 3,552 | 0.02% | 0.02% | 159 | +46,450 | 37.11% | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 161,752 | 3,348 | 0.0% | 0.01% | 160 | +10,446 | 6.9% | Q1 2026 | Apr 27, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 156,609 | 3,241 | 0.0% | 0.01% | 161 | -227,976 | -59.28% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 154,897 | 3,206 | 0.01% | 0.02% | 162 | -23,516 | -13.18% | Q1 2026 | Apr 30, 2026 |
| BLUE SQUARE ASSET MANAGEMENT, LLC | History | Reduced | 154,754 | 3,203 | 1.52% | 1.77% | 163 | -1,325 | -0.85% | Q1 2026 | Apr 15, 2026 |
| BTC Capital Management, Inc. | History | Added to | 154,232 | 3,192 | 0.22% | 0.18% | 164 | +56,080 | 57.14% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 148,699 | 3,078 | 0.05% | 0.06% | 165 | -3,909 | -2.56% | Q1 2026 | Apr 07, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 147,422 | 3,051 | 0.05% | 0.08% | 166 | -56,579 | -27.73% | Q1 2026 | May 12, 2026 |
| Oxbow Advisors, LLC | History | New | 145,802 | 3,018 | 0.26% | — | 167 | +145,802 | New | Q1 2026 | Apr 27, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 144,761 | 2,996 | 0.01% | — | 168 | +144,761 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 143,267 | 2,965 | 0.02% | 0.01% | 169 | +17,171 | 13.62% | Q1 2026 | May 15, 2026 |
| DELTA CAPITAL MANAGEMENT LLC | History | Reduced | 141,290 | 2,925 | 1.61% | 2.04% | 170 | -180 | -0.13% | Q1 2026 | Apr 29, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 141,144 | 2,921 | 0.02% | 0.02% | 171 | -603 | -0.43% | Q1 2026 | Apr 15, 2026 |
| Ravenswood Partners LP | History | Added to | 140,843 | 2,915 | 1.08% | 1.18% | 172 | +2,927 | 2.12% | Q1 2026 | May 12, 2026 |
| Walleye Trading LLC | History | Reduced | 138,241 | 2,861 | 0.0% | 0.01% | 173 | -238,414 | -63.3% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 135,426 | 2,803 | 0.01% | 0.01% | 174 | +32,197 | 31.19% | Q1 2026 | Apr 24, 2026 |
| Capital International, Inc./CA/ | History | Added to | 133,153 | 2,756 | 0.02% | 0.02% | 175 | +10,544 | 8.6% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 132,654 | 2,746 | 0.01% | 0.01% | 176 | -36,934 | -21.78% | Q1 2026 | Apr 30, 2026 |
| Naviter Wealth, LLC | History | Added to | 131,968 | 2,731 | 0.34% | 0.41% | 177 | +8,059 | 6.5% | Q1 2026 | Apr 10, 2026 |
| JCIC Asset Management Inc. | History | Reduced | 131,273 | 2,717 | 0.83% | 1.17% | 178 | -17,922 | -12.01% | Q1 2026 | Apr 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 126,527 | 2,619 | 0.01% | 0.01% | 179 | +2,473 | 1.99% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 121,992 | 2,525 | 0.01% | 0.01% | 180 | -1,062 | -0.86% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 118,546 | 2,503 | 0.0% | 0.09% | 181 | -2,046,250 | -94.52% | Q1 2026 | May 05, 2026 |
| CHOREO, LLC | History | Added to | 117,324 | 2,428 | 0.03% | 0.04% | 182 | +1,908 | 1.65% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 116,478 | 2,411 | 0.0% | 0.0% | 183 | +4,627 | 4.14% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 112,625 | 2,331 | 0.0% | 0.01% | 184 | -5,976 | -5.04% | Q1 2026 | May 01, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 112,578 | 2,330 | 0.0% | 0.0% | 185 | +5,053 | 4.7% | Q1 2026 | May 12, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 111,052 | 2,298 | 0.02% | 0.02% | 186 | +26,785 | 31.79% | Q1 2026 | May 12, 2026 |
| J. Safra Sarasin Holding AG | History | Added to | 110,581 | 2,285 | 0.04% | 0.04% | 187 | +6,126 | 5.86% | Q1 2026 | May 04, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 109,991 | 2,276 | 0.01% | 0.01% | 188 | +77,472 | 238.24% | Q1 2026 | May 15, 2026 |
| Columbia Asset Management | History | Reduced | 107,500 | 2,225 | 0.42% | 0.5% | 189 | -2,200 | -2.01% | Q1 2026 | Apr 20, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Reduced | 107,434 | 2,223 | 0.03% | 0.04% | 190 | -59,685 | -35.71% | Q1 2026 | May 05, 2026 |
| KLEIN PAVLIS & PEASLEY FINANCIAL, INC. | History | Added to | 106,101 | 2,196 | 1.21% | 1.27% | 191 | +22,182 | 26.43% | Q1 2026 | Apr 23, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 102,576 | 2,123 | 0.4% | 0.46% | 192 | +6,402 | 6.66% | Q1 2026 | Apr 16, 2026 |
| Clearstead Advisors, LLC | History | Added to | 100,449 | 2,079 | 0.02% | 0.01% | 193 | +57,624 | 134.56% | Q1 2026 | May 06, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 100,000 | 2,070 | 0.26% | 0.31% | 194 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Mill Creek Capital Advisors, LLC | History | Reduced | 99,290 | 2,055 | 0.04% | 0.05% | 195 | -45 | -0.05% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 98,272 | 2,034 | 0.0% | 0.0% | 196 | +1,108 | 1.14% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Reduced | 98,177 | 2,032 | 0.06% | 0.09% | 197 | -18,301 | -15.71% | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | Added to | 97,981 | 2,028 | 0.01% | 0.01% | 198 | +14,866 | 17.89% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Reduced | 97,847 | 2,025 | 0.05% | 0.07% | 199 | -28,279 | -22.42% | Q1 2026 | May 11, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 96,394 | 1,995 | 0.03% | 0.01% | 200 | +64,092 | 198.41% | Q1 2026 | May 12, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 95,000 | 1,966 | 0.1% | 0.12% | 201 | -300 | -0.31% | Q1 2026 | Apr 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 94,828 | 1,962 | 0.03% | 0.04% | 202 | +6,041 | 6.8% | Q1 2026 | May 04, 2026 |
| Entropy Technologies, LP | History | New | 92,987 | 1,924 | 0.09% | — | 203 | +92,987 | New | Q1 2026 | May 14, 2026 |
| Waldron Private Wealth LLC | History | Added to | 91,847 | 1,901 | 0.07% | 0.09% | 204 | +322 | 0.35% | Q1 2026 | Apr 10, 2026 |
| Barden Capital Management, Inc. | History | Added to | 91,672 | 1,897 | 1.62% | 1.72% | 205 | +9,733 | 11.88% | Q1 2026 | Apr 07, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Reduced | 91,500 | 1,894 | 0.02% | 0.12% | 206 | -218,800 | -70.51% | Q1 2026 | May 12, 2026 |
| Aviso Financial Inc. | History | Added to | 91,160 | 1,887 | 0.07% | 0.08% | 207 | +13,640 | 17.6% | Q1 2026 | May 13, 2026 |
| Successful Portfolios LLC | History | Added to | 92,938 | 1,852 | 1.02% | 1.18% | 208 | +437 | 0.47% | Q1 2026 | Apr 13, 2026 |
| Partners Group Holding AG | History | Added to | 87,900 | 1,819 | 0.13% | 0.06% | 209 | +51,900 | 144.17% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 85,664 | 1,773 | 0.1% | 0.09% | 210 | +18,682 | 27.89% | Q1 2026 | Apr 21, 2026 |
| Foyston, Gordon & Payne Inc | History | Added to | 85,579 | 1,771 | 0.41% | 0.47% | 211 | +1,904 | 2.28% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 85,312 | 1,765 | 0.01% | 0.01% | 212 | -3,858 | -4.33% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | Added to | 84,525 | 1,749 | 0.11% | 0.14% | 213 | +428 | 0.51% | Q1 2026 | Apr 29, 2026 |
| Strategic Global Advisors, LLC | History | Added to | 84,309 | 1,745 | 0.28% | 0.26% | 214 | +18,927 | 28.95% | Q1 2026 | May 15, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 82,582 | 1,709 | 0.42% | 0.53% | 215 | -274 | -0.33% | Q1 2026 | May 01, 2026 |
| GFS Advisors, LLC | History | New | 8,185 | 1,686 | 0.21% | — | 216 | +8,185 | New | Q1 2026 | Apr 30, 2026 |
| CIBC Asset Management Inc | History | Added to | 82,021 | 1,681 | 0.0% | 0.0% | 217 | +910 | 1.12% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 80,468 | 1,665 | 0.04% | 0.04% | 218 | +8,202 | 11.35% | Q1 2026 | May 14, 2026 |
| Itau Unibanco Holding S.A. | History | Added to | 79,878 | 1,653 | 0.04% | 0.02% | 219 | +51,581 | 182.28% | Q1 2026 | May 15, 2026 |
| Madison Asset Management, LLC | History | Added to | 79,712 | 1,650 | 0.02% | 0.02% | 220 | +5,280 | 7.09% | Q1 2026 | May 07, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 81,405 | 1,610 | 0.03% | 0.08% | 221 | +13,802 | 20.42% | Q1 2026 | May 01, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 62,306 | 1,595 | 0.0% | 0.0% | 222 | +47,962 | 334.37% | Q1 2026 | May 15, 2026 |
| DOLIVER ADVISORS, LP | History | Added to | 75,751 | 1,568 | 0.36% | 0.47% | 223 | +2,964 | 4.07% | Q1 2026 | Apr 08, 2026 |
| Ballentine Partners, LLC | History | Reduced | 75,327 | 1,559 | 0.02% | 0.03% | 224 | -5,481 | -6.78% | Q1 2026 | May 14, 2026 |
| Limestone Investment Advisors LP | History | New | 75,000 | 1,552 | 0.12% | — | 225 | +75,000 | New | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Reduced | 72,607 | 1,502 | 0.01% | 0.01% | 226 | -2,693 | -3.58% | Q1 2026 | May 04, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 72,156 | 1,493 | 0.14% | 0.2% | 227 | -9,378 | -11.5% | Q1 2026 | May 05, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Reduced | 71,856 | 1,487 | 1.45% | 1.75% | 228 | -4,935 | -6.43% | Q1 2026 | Apr 22, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 71,704 | 1,484 | 0.08% | 0.08% | 229 | +4,059 | 6.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 67,084 | 1,418 | 0.0% | 0.0% | 230 | -44,529 | -39.9% | Q1 2026 | Apr 08, 2026 |
| Penbrook Management LLC | History | No change | 68,500 | 1,417 | 1.07% | 1.21% | 231 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 68,454 | 1,416 | 0.04% | — | 232 | +68,454 | New | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | New | 68,184 | 1,411 | 0.05% | — | 233 | +68,184 | New | Q1 2026 | May 14, 2026 |
| Qtron Investments LLC | History | No change | 67,445 | 1,396 | 0.19% | 0.22% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 54,145 | 1,386 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| 17 CAPITAL PARTNERS, LLC | History | No change | 66,110 | 1,368 | 0.7% | 0.87% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 52,587 | 1,346 | 0.02% | 0.02% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| XTX Topco Ltd | History | Reduced | 63,945 | 1,323 | 0.02% | 0.14% | 238 | -143,314 | -69.15% | Q1 2026 | May 15, 2026 |
| Royal Fund Management, LLC | History | New | 62,997 | 1,304 | 0.12% | — | 239 | +62,997 | New | Q1 2026 | May 19, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 62,829 | 1,300 | 0.07% | 0.08% | 240 | +4,495 | 7.71% | Q1 2026 | May 14, 2026 |
| RAELIPSKIE PARTNERSHIP | History | Added to | 59,738 | 1,236 | 0.52% | 0.62% | 241 | +1,554 | 2.67% | Q1 2026 | Apr 29, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 58,946 | 1,220 | 0.02% | 0.02% | 242 | +9,007 | 18.04% | Q1 2026 | Apr 01, 2026 |
| MAI Capital Management | History | Added to | 58,063 | 1,201 | 0.01% | 0.01% | 243 | +3,391 | 6.2% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Reduced | 57,324 | 1,186 | 0.05% | 0.07% | 244 | -5,454 | -8.69% | Q1 2026 | May 05, 2026 |
| INTRUST BANK NA | History | Reduced | 57,292 | 1,185 | 0.1% | 0.13% | 245 | -5,623 | -8.94% | Q1 2026 | May 06, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 56,420 | 1,167 | 0.02% | 0.02% | 246 | -487 | -0.86% | Q1 2026 | May 13, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 55,410 | 1,147 | 0.13% | 0.17% | 247 | -816 | -1.45% | Q1 2026 | Apr 17, 2026 |
| S&CO INC | History | No change | 55,000 | 1,138 | 0.07% | 0.09% | 248 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ellevest, Inc. | History | Reduced | 54,718 | 1,132 | 0.16% | 0.21% | 249 | -3,341 | -5.75% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | Reduced | 54,371 | 1,125 | 0.01% | 0.02% | 250 | -23,194 | -29.9% | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Reduced | 53,078 | 1,098 | 0.03% | 0.03% | 251 | -3,160 | -5.62% | Q1 2026 | May 11, 2026 |
| Advisory Resource Group | History | Added to | 52,607 | 1,088 | 0.19% | 0.21% | 252 | +6,089 | 13.09% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 52,056 | 1,077 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 50,484 | 1,066 | 0.01% | 0.01% | 254 | +17,945 | 55.15% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 53,512 | 1,065 | 0.04% | 0.05% | 255 | +705 | 1.34% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 50,930 | 1,054 | 0.01% | 0.01% | 256 | +2,735 | 5.67% | Q1 2026 | May 15, 2026 |
| WINCAP FINANCIAL LLC | History | Added to | 49,971 | 1,034 | 0.69% | 0.84% | 257 | +2,357 | 4.95% | Q1 2026 | Apr 09, 2026 |
| Sunstone Asset Management, L.P. | History | Added to | 49,626 | 1,027 | 1.21% | 0.86% | 258 | +14,700 | 42.09% | Q1 2026 | May 14, 2026 |
| Alhambra Investment Management LLC | History | Added to | 46,629 | 965 | 0.45% | 0.48% | 259 | +6,385 | 15.87% | Q1 2026 | Apr 15, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 47,381 | 952 | 0.02% | 0.02% | 260 | +3,423 | 7.79% | Q1 2026 | May 15, 2026 |
| Stiles Financial Services Inc | History | Reduced | 45,715 | 946 | 0.29% | 0.37% | 261 | -982 | -2.1% | Q1 2026 | Apr 30, 2026 |
| Composition Wealth, LLC | History | Added to | 45,636 | 944 | 0.01% | 0.01% | 262 | +5,770 | 14.47% | Q1 2026 | Apr 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 45,552 | 942 | 0.09% | 0.12% | 263 | -1,662 | -3.52% | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 44,750 | 926 | 0.01% | 0.01% | 264 | -2,268 | -4.82% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 44,657 | 924 | 0.0% | 0.0% | 265 | +10,865 | 32.15% | Q1 2026 | Apr 16, 2026 |
| GAMMA Investing LLC | History | Reduced | 44,550 | 922 | 0.04% | 0.06% | 266 | -497 | -1.1% | Q1 2026 | Apr 06, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 44,430 | 919 | 0.02% | 0.03% | 267 | -1,832 | -3.96% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 44,280 | 916 | 0.0% | 0.0% | 268 | -15,888 | -26.41% | Q1 2026 | May 14, 2026 |
| Keel Point, LLC | History | No change | 35,375 | 905 | 0.05% | 0.05% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ESL Trust Services, LLC | History | No change | 43,000 | 890 | 0.17% | 0.21% | 270 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DMC Group, LLC | History | Added to | 42,978 | 889 | 0.6% | 0.73% | 271 | +482 | 1.13% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 42,761 | 885 | 0.02% | 0.02% | 272 | -3,185 | -6.93% | Q1 2026 | Apr 22, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 41,953 | 868 | 0.0% | 0.01% | 273 | -29,755 | -41.49% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 41,912 | 867 | 0.01% | 0.01% | 274 | -11,411 | -21.4% | Q1 2026 | Apr 27, 2026 |
| Marex Group plc | History | New | 41,697 | 863 | 0.01% | — | 275 | +41,697 | New | Q1 2026 | May 13, 2026 |
| MITCHELL & PAHL PRIVATE WEALTH, LLC | History | Added to | 41,568 | 860 | 0.35% | 0.43% | 276 | +1,233 | 3.06% | Q1 2026 | Apr 24, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 40,647 | 841 | 0.01% | 0.01% | 277 | +10,247 | 33.71% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 40,457 | 837 | 0.0% | 0.01% | 278 | -4,385 | -9.78% | Q1 2026 | May 14, 2026 |
| Clarius Group, LLC | History | No change | 32,640 | 835 | 0.05% | 0.05% | 279 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Future Fund LLC | History | Added to | 39,951 | 826 | 0.29% | 0.26% | 280 | +7,446 | 22.91% | Q1 2026 | May 06, 2026 |
| TRUSTMARK BANK TRUST DEPARTMENT | History | Reduced | 39,595 | 819 | 0.05% | 0.15% | 281 | -53,447 | -57.44% | Q1 2026 | May 14, 2026 |
| Beck Bode, LLC | History | Added to | 39,306 | 813 | 0.14% | 0.16% | 282 | +1,950 | 5.22% | Q1 2026 | May 07, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 38,458 | 796 | 0.07% | 0.11% | 283 | -6,273 | -14.02% | Q1 2026 | Apr 24, 2026 |
| Private Advisor Group, LLC | History | Added to | 38,079 | 788 | 0.0% | 0.0% | 284 | +1,545 | 4.23% | Q1 2026 | Apr 24, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 37,316 | 772 | 0.03% | 0.04% | 285 | -2,161 | -5.47% | Q1 2026 | Apr 21, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 37,034 | 766 | 0.01% | 0.09% | 286 | -265,167 | -87.75% | Q1 2026 | May 05, 2026 |
| PDS Planning, Inc | History | Added to | 36,593 | 757 | 0.05% | 0.06% | 287 | +1,611 | 4.61% | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 36,255 | 750 | 0.01% | 0.02% | 288 | +3,520 | 10.75% | Q1 2026 | May 07, 2026 |
| Gibbs Wealth Management | History | Reduced | 35,669 | 738 | 0.1% | 0.25% | 289 | -4,906 | -12.09% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Reduced | 35,180 | 728 | 0.03% | 0.05% | 290 | -12,999 | -26.98% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Reduced | 34,700 | 718 | 0.0% | 0.01% | 291 | -151,100 | -81.32% | Q1 2026 | May 13, 2026 |
| Five Oceans Advisors | History | Reduced | 34,669 | 717 | 0.26% | 0.37% | 292 | -6,145 | -15.06% | Q1 2026 | Apr 07, 2026 |
| SYON CAPITAL LLC | History | Reduced | 34,367 | 711 | 0.04% | 0.05% | 293 | -8,091 | -19.06% | Q1 2026 | May 13, 2026 |
| PCM Encore, LLC | History | Added to | 34,208 | 708 | 0.15% | 0.18% | 294 | +1,335 | 4.06% | Q1 2026 | May 12, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 34,065 | 705 | 0.1% | 0.13% | 295 | +140 | 0.41% | Q1 2026 | May 14, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 34,054 | 704 | 0.1% | 0.16% | 296 | -13,467 | -28.34% | Q1 2026 | May 12, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 33,696 | 697 | 0.01% | 0.01% | 297 | -2,666 | -7.33% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 33,550 | 694 | 0.0% | 0.0% | 298 | -17,202 | -33.89% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 33,002 | 683 | 0.08% | — | 299 | +33,002 | New | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | New | 32,632 | 675 | 0.0% | — | 300 | +32,632 | New | Q1 2026 | May 15, 2026 |
| FARLEY CAPITAL L.P. | History | No change | 32,350 | 669 | 0.54% | 0.62% | 301 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 32,249 | 667 | 0.03% | 0.04% | 302 | -3,844 | -10.65% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 31,936 | 661 | 0.0% | 0.0% | 303 | +17,034 | 114.31% | Q1 2026 | May 08, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | Reduced | 31,766 | 657 | 0.01% | 0.02% | 304 | -12,662 | -28.5% | Q1 2026 | May 07, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 31,600 | 654 | 0.09% | 0.16% | 305 | -6,875 | -17.87% | Q1 2026 | Apr 30, 2026 |
| Pitcairn Wealth Advisors LLC | History | Added to | 25,476 | 652 | 0.06% | 0.04% | 306 | +6,976 | 37.71% | Q1 2026 | May 13, 2026 |
| May Hill Capital, LLC | History | Added to | 31,395 | 649 | 0.16% | 0.15% | 307 | +9,278 | 41.95% | Q1 2026 | May 06, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 31,268 | 647 | 0.01% | 0.01% | 308 | -9,992 | -24.22% | Q1 2026 | May 08, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 31,141 | 644 | 0.01% | 0.01% | 309 | +6,346 | 25.59% | Q1 2026 | Apr 22, 2026 |
| Blue Trust, Inc. | History | Reduced | 31,099 | 643 | 0.01% | 0.01% | 311 | -2,087 | -6.29% | Q1 2026 | Apr 20, 2026 |
| Fiera Capital Corp | History | Added to | 31,111 | 643 | 0.0% | 0.0% | 310 | +1,074 | 3.58% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Added to | 30,923 | 640 | 0.0% | 0.0% | 312 | +886 | 2.95% | Q1 2026 | May 13, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 30,729 | 636 | 0.16% | 0.3% | 313 | -15,453 | -33.46% | Q1 2026 | May 15, 2026 |
| ALLIANZ SE | History | Added to | 30,650 | 634 | 0.01% | 0.01% | 314 | +650 | 2.17% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 30,274 | 626 | 0.01% | 0.01% | 315 | +2,105 | 7.47% | Q1 2026 | May 15, 2026 |
| Bridgewater Advisors Inc. | History | Reduced | 27,199 | 619 | 0.04% | 0.04% | 316 | -1,690 | -5.85% | Q1 2026 | May 14, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 29,549 | 611 | 0.08% | 0.11% | 317 | -1,281 | -4.16% | Q1 2026 | Apr 15, 2026 |
| LHM, INC. | History | No change | 29,509 | 610 | 0.24% | 0.28% | 318 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Reduced | 29,271 | 605 | 0.03% | 0.04% | 319 | -1,282 | -4.2% | Q1 2026 | May 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 30,268 | 602 | 0.11% | 0.08% | 320 | +9,345 | 44.66% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 28,781 | 595 | 0.02% | 0.02% | 321 | +11,980 | 71.31% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 28,787 | 595 | 0.06% | 0.09% | 322 | -47 | -0.16% | Q1 2026 | Apr 06, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 28,667 | 593 | 0.15% | 0.2% | 323 | -1,060 | -3.57% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 28,635 | 592 | 0.0% | 0.0% | 324 | -28,615 | -49.98% | Q1 2026 | May 08, 2026 |
| LVW Advisors, LLC | History | Added to | 28,468 | 589 | 0.06% | 0.06% | 325 | +6,494 | 29.55% | Q1 2026 | Apr 20, 2026 |
| BARCLAYS PLC | History | Added to | 28,413 | 588 | 0.0% | 0.0% | 326 | +16,295 | 134.47% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | Added to | 28,449 | 588 | 0.02% | 0.02% | 327 | +195 | 0.69% | Q1 2026 | May 12, 2026 |
| Strategic Investment Advisors / MI | History | Reduced | 28,326 | 586 | 0.04% | 0.08% | 328 | -7,545 | -21.03% | Q1 2026 | May 18, 2026 |
| BKM Wealth Management, LLC | History | Added to | 28,295 | 585 | 0.21% | 0.22% | 329 | +4,359 | 18.21% | Q1 2026 | Apr 22, 2026 |
| HUB Investment Partners, LLC | History | Added to | 28,244 | 584 | 0.01% | 0.01% | 330 | +15,077 | 114.51% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 28,009 | 579 | 0.01% | 0.02% | 331 | -9,122 | -24.57% | Q1 2026 | May 04, 2026 |
| One Wealth Advisors, LLC | History | Added to | 27,996 | 579 | 0.07% | 0.09% | 332 | +154 | 0.55% | Q1 2026 | Apr 21, 2026 |
| Y.D. More Investments Ltd | History | Reduced | 27,900 | 577 | 0.02% | 0.1% | 333 | -50,865 | -64.58% | Q1 2026 | May 04, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 27,846 | 576 | 0.01% | 0.01% | 334 | -3,415 | -10.92% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Reduced | 27,553 | 570 | 0.0% | 0.0% | 335 | -7,001 | -20.26% | Q1 2026 | Apr 30, 2026 |
| Minneapolis Portfolio Management Group, LLC | History | Reduced | 27,480 | 568 | 0.06% | 3.97% | 336 | -1,333,292 | -97.98% | Q1 2026 | May 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 27,282 | 564 | 0.01% | 0.01% | 337 | -10,076 | -26.97% | Q1 2026 | May 05, 2026 |
| TCTC Holdings, LLC | History | No change | 26,813 | 555 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 26,642 | 551 | 0.0% | 0.0% | 339 | -25,225 | -48.63% | Q1 2026 | Apr 29, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 26,572 | 550 | 0.01% | 0.01% | 340 | -2,493 | -8.58% | Q1 2026 | May 08, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 26,417 | 546 | 0.0% | 0.0% | 342 | -5,648 | -17.61% | Q1 2026 | May 15, 2026 |
| MISSION WEALTH MANAGEMENT, LP | History | Reduced | 26,418 | 546 | 0.01% | 0.01% | 341 | -398 | -1.48% | Q1 2026 | May 15, 2026 |
| BSW Wealth Partners | History | Added to | 26,178 | 541 | 0.07% | 0.07% | 343 | +1,930 | 7.96% | Q1 2026 | Apr 14, 2026 |
| Independent Advisor Alliance | History | Added to | 25,922 | 536 | 0.01% | 0.02% | 345 | +1,018 | 4.09% | Q1 2026 | May 12, 2026 |
| BigSur Wealth Management LLC | History | No change | 25,925 | 536 | 0.15% | 0.16% | 344 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 25,839 | 534 | 0.03% | 0.03% | 346 | +5,533 | 27.25% | Q1 2026 | Apr 16, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 25,725 | 532 | 0.0% | 0.01% | 347 | +6,257 | 32.14% | Q1 2026 | May 15, 2026 |
| Intesa Sanpaolo S.p.A. | History | Reduced | 25,619 | 530 | 0.03% | 0.07% | 348 | -24,100 | -48.47% | Q1 2026 | May 15, 2026 |
| NORDEN GROUP LLC | History | Reduced | 25,549 | 528 | 0.05% | 0.07% | 350 | -1,766 | -6.47% | Q1 2026 | Apr 15, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 25,537 | 528 | 0.01% | 0.02% | 349 | -29 | -0.11% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 25,500 | 527 | 0.01% | 0.02% | 351 | -54,709 | -68.21% | Q1 2026 | May 15, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | Added to | 25,402 | 525 | 0.16% | 0.17% | 352 | +3,358 | 15.23% | Q1 2026 | Apr 28, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 25,252 | 522 | 0.07% | 0.09% | 353 | -750 | -2.88% | Q1 2026 | May 04, 2026 |
| Welch Group, LLC | History | No change | 25,156 | 520 | 0.02% | 0.02% | 354 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Seed Wealth Management, Inc. | History | No change | 25,125 | 520 | 0.36% | 0.44% | 355 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| West Family Investments, Inc. | History | Reduced | 25,013 | 517 | 0.18% | 0.21% | 356 | -9,215 | -26.92% | Q1 2026 | May 07, 2026 |
| Heritage Family Offices, LLP | History | Reduced | 24,935 | 516 | 0.23% | 0.42% | 357 | -11,082 | -30.77% | Q1 2026 | Apr 08, 2026 |
| Key FInancial Inc | History | Added to | 24,867 | 514 | 0.09% | 0.11% | 358 | +602 | 2.48% | Q1 2026 | Apr 24, 2026 |
| ANCHYRA PARTNERS LLC | History | Added to | 24,753 | 512 | 0.16% | 0.17% | 359 | +2,998 | 13.78% | Q1 2026 | Apr 17, 2026 |
| SAGE RHINO CAPITAL LLC | History | Reduced | 24,268 | 502 | 0.09% | 0.12% | 360 | -826 | -3.29% | Q1 2026 | Apr 28, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 24,182 | 500 | 0.01% | 0.01% | 361 | +3,954 | 19.55% | Q1 2026 | Apr 20, 2026 |
| World Investment Advisors | History | Reduced | 23,915 | 495 | 0.01% | 0.01% | 362 | -9,568 | -28.58% | Q1 2026 | Apr 27, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 23,908 | 494 | 0.0% | 0.0% | 363 | +1,804 | 8.16% | Q1 2026 | May 08, 2026 |
| Dorato Capital Management | History | Added to | 23,074 | 493 | 0.36% | 0.41% | 364 | +249 | 1.09% | Q1 2026 | Apr 09, 2026 |
| AlphaCore Capital LLC | History | Reduced | 23,804 | 492 | 0.01% | 0.03% | 365 | -21,913 | -47.93% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 23,458 | 485 | 0.0% | 0.0% | 366 | -3,564 | -13.19% | Q1 2026 | May 11, 2026 |
| Twelve Points Wealth Management LLC | History | No change | 23,002 | 476 | 0.1% | 0.13% | 367 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 23,593 | 475 | 0.01% | 0.01% | 368 | -1,036 | -4.21% | Q1 2026 | May 11, 2026 |
| Integrated Advisors Network LLC | History | Added to | 22,925 | 474 | 0.02% | 0.02% | 369 | +1,354 | 6.28% | Q1 2026 | Apr 28, 2026 |
| Kathmere Capital Management, LLC | History | Reduced | 22,787 | 471 | 0.03% | 0.06% | 370 | -11,636 | -33.8% | Q1 2026 | Apr 28, 2026 |
| Savvy Advisors, Inc. | History | Added to | 22,712 | 470 | 0.01% | 0.01% | 372 | +4,816 | 26.91% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 22,748 | 470 | 0.01% | 0.03% | 371 | -4,684 | -17.07% | Q1 2026 | Apr 27, 2026 |
| Gallacher Capital Management LLC | History | Added to | 22,683 | 469 | 0.18% | 0.21% | 373 | +1,056 | 4.88% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 22,474 | 465 | 0.0% | 0.0% | 374 | +29 | 0.13% | Q1 2026 | May 18, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Reduced | 21,994 | 455 | 0.03% | 0.04% | 377 | -634 | -2.8% | Q1 2026 | May 12, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 22,000 | 455 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NICOLET ADVISORY SERVICES, LLC | History | No change | 18,097 | 455 | 0.03% | 0.03% | 376 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 21,815 | 451 | 0.02% | 0.02% | 378 | +9,625 | 78.96% | Q1 2026 | Apr 29, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | Added to | 21,589 | 446 | 0.08% | 0.12% | 379 | +1,074 | 5.24% | Q1 2026 | Apr 09, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 21,401 | 443 | 0.0% | 0.0% | 381 | +3,424 | 19.05% | Q1 2026 | May 13, 2026 |
| SUMMITRY LLC | History | Added to | 21,420 | 443 | 0.02% | 0.02% | 380 | +1,102 | 5.42% | Q1 2026 | May 22, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 21,391 | 442 | 0.0% | 0.01% | 382 | -1,262 | -5.57% | Q1 2026 | May 13, 2026 |
| Rossby Financial, LCC | History | Added to | 20,781 | 438 | 0.09% | 0.16% | 383 | +570 | 2.82% | Q1 2026 | May 11, 2026 |
| Philip James Wealth Mangement, LLC | History | Reduced | 21,056 | 435 | 0.05% | 0.06% | 384 | -83 | -0.39% | Q1 2026 | Apr 28, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 20,964 | 433 | 0.04% | 0.05% | 385 | -13,008 | -38.29% | Q1 2026 | May 14, 2026 |
| Somerset Trust Co | History | Added to | 20,821 | 430 | 0.13% | 0.16% | 386 | +507 | 2.5% | Q1 2026 | Apr 02, 2026 |
| Alvarez & Marsal Private Wealth Partners, LLC | History | New | 20,667 | 427 | 0.06% | — | 389 | +20,667 | New | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 20,654 | 427 | 0.02% | 0.03% | 387 | -5,536 | -21.14% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Added to | 20,663 | 427 | 0.04% | 0.03% | 388 | +5,050 | 32.34% | Q1 2026 | Apr 15, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | Reduced | 20,496 | 424 | 0.02% | 0.02% | 390 | -41 | -0.2% | Q1 2026 | May 11, 2026 |
| Steadtrust LLC | History | No change | 20,400 | 422 | 0.24% | 0.32% | 391 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 20,376 | 421 | 0.02% | 0.04% | 392 | -7,999 | -28.19% | Q1 2026 | May 11, 2026 |
| Bayforest Capital Ltd | History | Reduced | 20,350 | 421 | 0.47% | 0.51% | 393 | -6,500 | -24.21% | Q1 2026 | Apr 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 20,212 | 418 | 0.0% | 0.0% | 394 | +6,807 | 50.78% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Reduced | 20,113 | 416 | 0.01% | 0.02% | 395 | -8,376 | -29.4% | Q1 2026 | May 08, 2026 |
| FCA CORP /TX | History | No change | 20,000 | 414 | 0.12% | 0.14% | 396 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 19,400 | 401 | 0.01% | 0.01% | 398 | -4,773 | -19.75% | Q1 2026 | May 14, 2026 |
| Ovata Capital Management Ltd | History | No change | 20,000 | 401 | 0.06% | 0.06% | 397 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | No change | 19,531 | 398 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Reduced | 18,521 | 395 | 0.01% | 0.02% | 400 | -2,203 | -10.63% | Q1 2026 | Apr 09, 2026 |
| Gateway Wealth Partners, LLC | History | New | 18,999 | 393 | 0.02% | — | 401 | +18,999 | New | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 18,564 | 384 | 0.0% | 0.0% | 402 | +3,026 | 19.47% | Q1 2026 | May 04, 2026 |
| Hardy Reed LLC | History | Added to | 18,446 | 381 | 0.03% | 0.03% | 403 | +584 | 3.27% | Q1 2026 | Apr 28, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 18,291 | 378 | 0.0% | 0.01% | 404 | -1,012 | -5.24% | Q1 2026 | May 08, 2026 |
| Cetera Trust Company, N.A | History | No change | 18,025 | 373 | 0.21% | 0.25% | 405 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Reduced | 17,999 | 372 | 0.02% | 0.02% | 406 | -554 | -2.99% | Q1 2026 | Apr 30, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 17,948 | 371 | 0.01% | 0.01% | 407 | +3,607 | 25.15% | Q1 2026 | Apr 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 17,914 | 370 | 0.01% | 0.01% | 408 | +1,850 | 11.52% | Q1 2026 | Apr 07, 2026 |
| Equitable Holdings, Inc. | History | New | 17,550 | 363 | 0.0% | — | 409 | +17,550 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 17,481 | 361 | 0.04% | 0.05% | 410 | -2,812 | -13.86% | Q1 2026 | May 11, 2026 |
| Optas, LLC | History | Reduced | 17,357 | 359 | 0.05% | 0.07% | 411 | -1,356 | -7.25% | Q1 2026 | Apr 24, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 17,246 | 356 | 0.02% | 0.04% | 412 | -5,565 | -24.4% | Q1 2026 | May 15, 2026 |
| First Affirmative Financial Network | History | New | 17,174 | 355 | 0.14% | — | 414 | +17,174 | New | Q1 2026 | May 11, 2026 |
| Merit Financial Group, LLC | History | Reduced | 17,159 | 355 | 0.0% | 0.0% | 413 | -4,762 | -21.72% | Q1 2026 | Apr 15, 2026 |
| Allworth Financial LP | History | Added to | 16,783 | 347 | 0.0% | 0.0% | 415 | +177 | 1.07% | Q1 2026 | May 14, 2026 |
| SEARLE & CO. | History | No change | 16,500 | 341 | 0.09% | 0.11% | 416 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Leonteq Securities AG | History | Reduced | 16,296 | 337 | 0.01% | 0.05% | 417 | -51,529 | -75.97% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 16,260 | 336 | 0.01% | 0.01% | 418 | +552 | 3.51% | Q1 2026 | Apr 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 16,158 | 334 | 0.0% | 0.0% | 419 | +7,625 | 89.36% | Q1 2026 | May 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 15,907 | 329 | 0.01% | 0.02% | 420 | -3,650 | -18.66% | Q1 2026 | Apr 20, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 15,859 | 328 | 0.04% | 0.05% | 421 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 15,836 | 327 | 0.0% | 0.0% | 422 | +2,870 | 22.13% | Q1 2026 | Apr 30, 2026 |
| Frec Markets, Inc. | History | Added to | 15,608 | 323 | 0.06% | 0.08% | 423 | +4,242 | 37.32% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 15,570 | 322 | 0.0% | 0.01% | 424 | -5,560 | -26.31% | Q1 2026 | Apr 21, 2026 |
| EVOKE WEALTH, LLC | History | Added to | 15,256 | 315 | 0.01% | 0.01% | 425 | +3,016 | 24.64% | Q1 2026 | May 14, 2026 |
| Ascent Group, LLC | History | Reduced | 15,216 | 314 | 0.01% | 0.02% | 426 | -5,619 | -26.97% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Advisors, LLC | History | Added to | 15,126 | 313 | 0.02% | 0.01% | 427 | +4,592 | 43.59% | Q1 2026 | Apr 28, 2026 |
| MENORA MIVTACHIM HOLDINGS LTD. | History | New | 15,000 | 310 | 0.0% | — | 429 | +15,000 | New | Q1 2026 | May 14, 2026 |
| SageView Advisory Group, LLC | History | No change | 12,133 | 310 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aljian Capital Management, LLC | History | Reduced | 14,835 | 307 | 0.06% | 0.08% | 430 | -250 | -1.66% | Q1 2026 | Apr 29, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 14,760 | 305 | 0.08% | — | 431 | +14,760 | New | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 14,186 | 299 | 0.01% | — | 433 | +14,186 | New | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 14,461 | 299 | 0.0% | 0.0% | 432 | +3,317 | 29.76% | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 14,315 | 296 | 0.02% | 0.03% | 434 | -125 | -0.87% | Q1 2026 | May 01, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Added to | 14,294 | 295 | 0.19% | 0.23% | 435 | +894 | 6.67% | Q1 2026 | Apr 27, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 14,222 | 294 | 0.03% | 0.03% | 436 | -500 | -3.4% | Q1 2026 | May 06, 2026 |
| SEEDS INVESTOR LLC | History | Reduced | 13,950 | 292 | 0.04% | 0.08% | 437 | -2,387 | -14.61% | Q1 2026 | May 11, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 14,098 | 291 | 0.0% | 0.01% | 438 | -142 | -1.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Reduced | 14,054 | 290 | 0.01% | 0.02% | 439 | -9,312 | -39.85% | Q1 2026 | May 13, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 14,536 | 289 | 0.02% | 0.02% | 440 | +806 | 5.87% | Q1 2026 | Apr 24, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Added to | 13,878 | 287 | 0.0% | 0.0% | 441 | +386 | 2.86% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 13,823 | 286 | 0.0% | 0.0% | 442 | -15,876 | -53.46% | Q1 2026 | May 14, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 13,805 | 285 | 0.06% | 0.18% | 444 | -20,177 | -59.38% | Q1 2026 | May 12, 2026 |
| DEARBORN PARTNERS LLC | History | Added to | 13,811 | 285 | 0.02% | 0.02% | 443 | +32 | 0.23% | Q1 2026 | May 12, 2026 |
| Wilkinson Global Asset Management LLC | History | Reduced | 13,730 | 284 | 0.02% | 0.03% | 445 | -2,000 | -12.71% | Q1 2026 | May 13, 2026 |
| Traveka Wealth, LLC | History | Reduced | 13,758 | 284 | 0.11% | 0.15% | 447 | -1,112 | -7.48% | Q1 2026 | Apr 22, 2026 |
| Addison Advisors LLC | History | Added to | 13,745 | 284 | 0.06% | 0.08% | 446 | +86 | 0.63% | Q1 2026 | May 08, 2026 |
| Abel Hall, LLC | History | Added to | 13,437 | 278 | 0.06% | 0.07% | 448 | +2,448 | 22.28% | Q1 2026 | Apr 28, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 13,122 | 271 | 0.02% | 0.02% | 450 | +95 | 0.73% | Q1 2026 | May 05, 2026 |
| Florida Trust Wealth Management Co | History | No change | 13,110 | 271 | 0.01% | 0.01% | 449 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| South Shore Capital Advisors | History | Added to | 12,998 | 269 | 0.2% | 0.24% | 451 | +164 | 1.28% | Q1 2026 | Apr 28, 2026 |
| LAUREL OAK WEALTH MANAGEMENT, LLC | History | Reduced | 12,864 | 266 | 0.04% | 0.06% | 453 | -1,656 | -11.4% | Q1 2026 | Apr 21, 2026 |
| Ameritas Advisory Services, LLC | History | Reduced | 12,878 | 266 | 0.01% | 0.01% | 452 | -500 | -3.74% | Q1 2026 | May 12, 2026 |
| Capital Group Private Client Services, Inc. | History | Reduced | 12,784 | 264 | 0.0% | 0.01% | 454 | -661 | -4.92% | Q1 2026 | May 13, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 12,731 | 263 | 0.0% | 0.0% | 455 | -5,951 | -31.85% | Q1 2026 | May 01, 2026 |
| AE Wealth Management LLC | History | Reduced | 12,636 | 261 | 0.0% | 0.0% | 456 | -729 | -5.45% | Q1 2026 | May 13, 2026 |
| Chicago Capital, LLC | History | No change | 12,615 | 261 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CERTUITY, LLC | History | Reduced | 12,537 | 259 | 0.02% | 0.02% | 458 | -908 | -6.75% | Q1 2026 | May 11, 2026 |
| White Knight Strategic Wealth Advisors, LLC | History | Reduced | 12,375 | 256 | 0.22% | 0.3% | 459 | -3,550 | -22.29% | Q1 2026 | May 15, 2026 |
| Livet Wealth, LLC | History | Reduced | 12,329 | 255 | 0.16% | 0.21% | 460 | -1,076 | -8.03% | Q1 2026 | Apr 24, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 12,254 | 253 | 0.01% | 0.01% | 461 | -7 | -0.06% | Q1 2026 | May 12, 2026 |
| Opes Wealth Management LLC | History | Added to | 12,035 | 249 | 0.04% | 0.05% | 462 | +55 | 0.46% | Q1 2026 | Apr 28, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | New | 12,000 | 248 | 0.0% | — | 463 | +12,000 | New | Q1 2026 | May 05, 2026 |
| GeoWealth Management, LLC | History | Reduced | 11,978 | 247 | 0.01% | 0.02% | 464 | -10,523 | -46.77% | Q1 2026 | May 13, 2026 |
| OneAscent Financial Services LLC | History | Added to | 11,922 | 246 | 0.01% | 0.03% | 465 | +1,291 | 12.14% | Q1 2026 | Apr 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 11,839 | 245 | 0.01% | 0.01% | 466 | -5 | -0.04% | Q1 2026 | Apr 27, 2026 |
| DELTA FINANCIAL ADVISORS LLC | History | New | 11,800 | 244 | 0.06% | — | 467 | +11,800 | New | Q1 2026 | May 05, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 11,528 | 238 | 0.01% | 0.01% | 469 | +2,732 | 31.06% | Q1 2026 | Apr 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,543 | 238 | 0.0% | 0.0% | 468 | -133 | -1.14% | Q1 2026 | May 06, 2026 |
| Cromwell Holdings LLC | History | No change | 11,455 | 237 | 0.13% | 0.16% | 470 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Blueshift Asset Management, LLC | History | Reduced | 11,324 | 234 | 0.07% | 0.55% | 471 | -62,885 | -84.74% | Q1 2026 | May 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 11,311 | 234 | 0.05% | 0.06% | 472 | -1,652 | -12.74% | Q1 2026 | Apr 13, 2026 |
| PFG Investments, LLC | History | Reduced | 11,277 | 233 | 0.01% | 0.01% | 473 | -1,100 | -8.89% | Q1 2026 | Apr 27, 2026 |
| Canopy Partners, LLC | History | Reduced | 11,224 | 232 | 0.08% | 0.1% | 474 | -874 | -7.22% | Q1 2026 | May 11, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Reduced | 11,177 | 231 | 0.01% | 0.01% | 476 | -912 | -7.54% | Q1 2026 | Apr 28, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Reduced | 11,160 | 231 | 0.03% | 0.03% | 475 | -455 | -3.92% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | Added to | 11,005 | 227 | 0.0% | 0.0% | 478 | +1,013 | 10.14% | Q1 2026 | May 18, 2026 |
| Portland Global Advisors LLC | History | No change | 10,970 | 227 | 0.02% | 0.03% | 477 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Avior Wealth Management, LLC | History | Added to | 10,956 | 226 | 0.01% | 0.01% | 479 | +1,156 | 11.8% | Q1 2026 | Apr 09, 2026 |
| Advisor OS, LLC | History | New | 10,913 | 225 | 0.02% | — | 481 | +10,913 | New | Q1 2026 | May 07, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 10,872 | 225 | 0.01% | 0.01% | 480 | +2,691 | 32.89% | Q1 2026 | May 06, 2026 |
| Altshuler Shaham Ltd | History | No change | 531,786 | 224 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Diversified Trust Co | History | Reduced | 10,817 | 223 | 0.0% | 0.01% | 483 | -92 | -0.84% | Q1 2026 | Apr 16, 2026 |
| Gryphon Financial Partners LLC | History | New | 10,717 | 221 | 0.02% | — | 485 | +10,717 | New | Q1 2026 | May 06, 2026 |
| Mutual Advisors, LLC | History | New | 10,701 | 221 | 0.0% | — | 484 | +10,701 | New | Q1 2026 | May 01, 2026 |
| ONE WEALTH CAPITAL MANAGEMENT, LLC | History | Reduced | 10,994 | 219 | 0.1% | 0.16% | 486 | -3,700 | -25.18% | Q1 2026 | May 04, 2026 |
| Crewe Advisors LLC | History | Reduced | 10,550 | 218 | 0.02% | 0.02% | 487 | -46 | -0.43% | Q1 2026 | May 07, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 10,525 | 217 | 0.03% | 0.05% | 488 | -5,000 | -32.21% | Q1 2026 | Apr 17, 2026 |
| Jacobi Capital Management LLC | History | Added to | 10,470 | 216 | 0.01% | 0.01% | 490 | +360 | 3.56% | Q1 2026 | May 13, 2026 |
| MEYER HANDELMAN CO | History | No change | 10,435 | 216 | 0.01% | 0.01% | 489 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 10,388 | 215 | 0.02% | 0.03% | 491 | -2,075 | -16.65% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 10,372 | 214 | 0.0% | 0.0% | 492 | -7,715 | -42.65% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 10,347 | 214 | 0.0% | 0.0% | 493 | -679 | -6.16% | Q1 2026 | May 15, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Reduced | 10,325 | 213 | 0.03% | 0.05% | 494 | -1,771 | -14.64% | Q1 2026 | Apr 15, 2026 |
| BAKER TILLY WEALTH MANAGEMENT, LLC | History | Reduced | 10,293 | 213 | 0.05% | 0.07% | 495 | -1,362 | -11.69% | Q1 2026 | Apr 10, 2026 |
| Choate Investment Advisors | History | Added to | 10,278 | 212 | 0.0% | 0.0% | 496 | +343 | 3.45% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Reduced | 10,222 | 211 | 0.0% | 0.01% | 497 | -37,373 | -78.52% | Q1 2026 | May 14, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 9,988 | 206 | 0.0% | 0.01% | 499 | -4,451 | -30.83% | Q1 2026 | Apr 08, 2026 |
| Abundance Wealth Counselors | History | Added to | 9,998 | 206 | 0.03% | 0.04% | 498 | +96 | 0.97% | Q1 2026 | Apr 22, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | New | 9,685 | 203 | 0.02% | — | 505 | +9,685 | New | Q1 2026 | Apr 29, 2026 |
| Baron Wealth Management LLC | History | Reduced | 9,854 | 203 | 0.06% | 0.14% | 503 | -7,399 | -42.89% | Q1 2026 | Apr 16, 2026 |
| Csenge Advisory Group | History | Reduced | 9,846 | 203 | 0.01% | 0.01% | 501 | -265 | -2.62% | Q1 2026 | Apr 30, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 9,840 | 203 | 0.0% | 0.0% | 500 | -223 | -2.22% | Q1 2026 | Apr 20, 2026 |
| Arlington Trust Co LLC | History | Reduced | 9,811 | 203 | 0.02% | 0.03% | 504 | -109 | -1.1% | Q1 2026 | Apr 08, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 9,844 | 203 | 0.04% | 0.05% | 502 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 9,753 | 201 | 0.0% | 0.0% | 506 | -5,214 | -34.84% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 9,336 | 193 | 0.0% | 0.0% | 507 | +5,849 | 167.74% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 9,072 | 187 | 0.0% | 0.0% | 508 | +4,777 | 111.22% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | Reduced | 8,238 | 170 | 0.03% | 0.04% | 509 | -2 | -0.02% | Q1 2026 | Apr 09, 2026 |
| LRI Investments, LLC | History | Reduced | 7,640 | 158 | 0.01% | 0.02% | 510 | -1,420 | -15.67% | Q1 2026 | Apr 30, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 7,317 | 151 | 0.01% | 0.01% | 511 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7,111 | 147 | 0.01% | 0.01% | 512 | +108 | 1.54% | Q1 2026 | May 15, 2026 |
| PALLADIEM, LLC | History | No change | 6,825 | 146 | 0.14% | 0.17% | 513 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 6,908 | 142 | 0.0% | 0.0% | 514 | +81 | 1.19% | Q1 2026 | Apr 13, 2026 |
| CHESAPEAKE ASSET MANAGEMENT LLC | History | Reduced | 6,620 | 137 | 0.11% | 0.28% | 515 | -6,620 | -50.0% | Q1 2026 | May 12, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | No change | 6,640 | 137 | 0.01% | 0.02% | 516 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 6,599 | 136 | 0.01% | 0.01% | 517 | -2,326 | -26.06% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | Added to | 6,499 | 134 | 0.0% | 0.0% | 518 | +431 | 7.1% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 5,753 | 119 | 0.0% | — | 520 | +5,753 | New | Q1 2026 | Apr 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 5,791 | 119 | 0.05% | 0.06% | 519 | -1,485 | -20.41% | Q1 2026 | Apr 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 4,500 | 115 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Maj Invest Holding A/S | History | No change | 5,500 | 114 | 0.01% | 0.01% | 522 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 5,441 | 112 | 0.0% | 0.0% | 523 | -1,653 | -23.3% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 5,279 | 109 | 0.01% | 0.01% | 524 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 4,991 | 105 | 0.01% | 0.01% | 525 | +2,552 | 104.63% | Q1 2026 | May 11, 2026 |
| Anfield Capital Management, LLC | History | New | 5,039 | 104 | 0.03% | — | 526 | +5,039 | New | Q1 2026 | May 12, 2026 |
| Independence Bank of Kentucky | History | Added to | 5,000 | 103 | 0.01% | 0.0% | 528 | +4,749 | 1892.03% | Q1 2026 | Apr 30, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 4,981 | 103 | 0.0% | 0.0% | 527 | -425 | -7.86% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | No change | 4,888 | 101 | 0.01% | 0.01% | 529 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | Added to | 4,767 | 98 | 0.01% | 0.01% | 530 | +1,083 | 29.4% | Q1 2026 | Apr 14, 2026 |
| Hilltop National Bank | History | Added to | 4,776 | 98 | 0.02% | 0.03% | 531 | +343 | 7.74% | Q1 2026 | Apr 02, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 4,573 | 94 | 0.0% | 0.0% | 532 | +286 | 6.67% | Q1 2026 | May 04, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 4,500 | 93 | 0.08% | 0.06% | 533 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 4,406 | 91 | 0.06% | 0.07% | 534 | +303 | 7.38% | Q1 2026 | May 08, 2026 |
| Accent Capital Management, LLC | History | Added to | 4,174 | 86 | 0.04% | 0.02% | 535 | +2,794 | 202.46% | Q1 2026 | May 11, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Reduced | 4,000 | 83 | 0.01% | 0.01% | 536 | -950 | -19.19% | Q1 2026 | May 19, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | No change | 4,001 | 82 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LOM Asset Management Ltd | History | No change | 4,000 | 82 | 0.02% | 0.03% | 538 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 3,885 | 80 | 0.0% | 0.0% | 539 | -245 | -5.93% | Q1 2026 | Apr 07, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 3,809 | 78 | 0.01% | 0.0% | 540 | +2,759 | 262.76% | Q1 2026 | Apr 27, 2026 |
| Legend Capital Advisors LLC | History | New | 3,750 | 77 | 0.05% | — | 541 | +3,750 | New | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 3,585 | 74 | 0.01% | 0.01% | 542 | -756 | -17.42% | Q1 2026 | Apr 30, 2026 |
| Ares Financial Consulting, LLC | History | New | 3,485 | 73 | 0.06% | — | 544 | +3,485 | New | Q1 2026 | Apr 02, 2026 |
| Grove Bank & Trust | History | Reduced | 3,572 | 73 | 0.01% | 0.02% | 543 | -2,456 | -40.74% | Q1 2026 | Apr 08, 2026 |
| Quantbot Technologies LP | History | Reduced | 3,506 | 72 | 0.0% | 0.01% | 545 | -9,480 | -73.0% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 3,462 | 71 | 0.0% | — | 547 | +3,462 | New | Q1 2026 | May 19, 2026 |
| Manchester Capital Management LLC | History | Reduced | 3,445 | 71 | 0.01% | 0.01% | 546 | -201 | -5.51% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 3,162 | 65 | 0.02% | — | 548 | +3,162 | New | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 3,104 | 64 | 0.0% | 0.01% | 549 | -1,541 | -33.18% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3,084 | 63 | 0.02% | — | 550 | +3,084 | New | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,860 | 60 | 0.01% | 0.01% | 551 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| REXFORD CAPITAL INC | History | No change | 2,815 | 58 | 0.04% | 0.05% | 552 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,709 | 56 | 0.0% | 0.0% | 553 | +109 | 4.19% | Q1 2026 | Apr 30, 2026 |
| Colonial Trust Co / SC | History | Added to | 2,692 | 55 | 0.01% | 0.01% | 554 | +177 | 7.04% | Q1 2026 | May 12, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2,638 | 54 | 0.01% | 0.0% | 555 | +1,269 | 92.7% | Q1 2026 | Apr 23, 2026 |
| Community Bank, N.A. | History | No change | 2,590 | 53 | 0.01% | 0.01% | 556 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 2,500 | 52 | 0.0% | 0.0% | 558 | +2,247 | 888.14% | Q1 2026 | May 21, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 2,493 | 52 | 0.04% | 0.04% | 557 | -41 | -1.62% | Q1 2026 | May 15, 2026 |
| Golden State Wealth Management, LLC | History | No change | 2,421 | 50 | 0.01% | 0.01% | 559 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 2,395 | 49 | 0.01% | 0.02% | 560 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Operose Advisors LLC | History | Added to | 2,271 | 47 | 0.01% | 0.01% | 561 | +751 | 49.41% | Q1 2026 | May 12, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 2,265 | 46 | 0.0% | 0.0% | 562 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,182 | 45 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameliora Wealth Management Ltd. | History | No change | 2,200 | 45 | 0.01% | 0.02% | 564 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,170 | 44 | 0.0% | 0.0% | 565 | -320 | -12.85% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 2,034 | 42 | 0.01% | 0.01% | 568 | +888 | 77.49% | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | Reduced | 2,060 | 42 | 0.0% | 0.0% | 566 | -719 | -25.87% | Q1 2026 | Apr 17, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 2,070 | 42 | 0.01% | 0.02% | 567 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Founders Capital Management | History | No change | 2,005 | 41 | 0.02% | 0.03% | 569 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Fairscale Capital, LLC | History | No change | 1,988 | 41 | 0.03% | 0.03% | 570 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EFG International AG | History | New | 1,928 | 39 | 0.0% | — | 571 | +1,928 | New | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 1,802 | 38 | 0.0% | 0.0% | 572 | -883 | -32.89% | Q1 2026 | Apr 27, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 1,810 | 37 | 0.01% | 0.01% | 573 | -185 | -9.27% | Q1 2026 | Apr 15, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Reduced | 1,815 | 37 | 0.02% | 0.02% | 574 | -60 | -3.2% | Q1 2026 | May 01, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,736 | 35 | 0.01% | 0.01% | 576 | +627 | 56.54% | Q1 2026 | May 06, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Reduced | 1,720 | 35 | 0.0% | 0.0% | 575 | -375 | -17.9% | Q1 2026 | May 07, 2026 |
| BAILLIE GIFFORD & CO | History | Added to | 1,672 | 34 | 0.0% | 0.0% | 577 | +121 | 7.8% | Q1 2026 | May 08, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 1,600 | 33 | 0.01% | — | 580 | +1,600 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 1,606 | 33 | 0.0% | 0.01% | 579 | +140 | 9.55% | Q1 2026 | Apr 24, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 1,631 | 33 | 0.0% | 0.0% | 578 | -6 | -0.37% | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | New | 1,550 | 32 | 0.02% | — | 581 | +1,550 | New | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 1,510 | 31 | 0.0% | 0.0% | 583 | -1,210 | -44.49% | Q1 2026 | Apr 20, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 1,506 | 31 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | Reduced | 1,406 | 29 | 0.0% | 0.0% | 585 | -1,987 | -58.56% | Q1 2026 | Apr 24, 2026 |
| Signature Equity Partners, LLC | History | Added to | 1,422 | 29 | 0.02% | 0.01% | 586 | +407 | 40.1% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | No change | 1,431 | 29 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 1,375 | 28 | 0.0% | — | 587 | +1,375 | New | Q1 2026 | May 07, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,332 | 27 | 0.0% | 0.0% | 589 | +433 | 48.16% | Q1 2026 | Apr 17, 2026 |
| Wellington Grp LLC | History | Reduced | 1,350 | 27 | 0.01% | 0.01% | 590 | -262 | -16.25% | Q1 2026 | May 22, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 1,345 | 27 | 0.0% | 0.0% | 588 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Tacita Capital Inc | History | No change | 1,275 | 26 | 0.02% | 0.02% | 591 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,202 | 25 | 0.0% | 0.0% | 592 | +357 | 42.25% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 985 | 25 | 0.0% | 0.0% | 593 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| General Partner, Inc. | History | No change | 1,245 | 25 | 0.02% | 0.02% | 594 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 1,182 | 24 | 0.0% | 0.0% | 595 | +431 | 57.39% | Q1 2026 | Apr 13, 2026 |
| TD Capital Management LLC | History | Added to | 1,161 | 24 | 0.0% | 0.0% | 597 | +206 | 21.57% | Q1 2026 | May 11, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 1,207 | 24 | 0.01% | 0.01% | 599 | +170 | 16.39% | Q1 2026 | Apr 06, 2026 |
| Larson Financial Group LLC | History | Added to | 1,182 | 24 | 0.0% | 0.0% | 598 | +139 | 13.33% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,171 | 24 | 0.0% | 0.0% | 596 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vision Retirement, LLC | History | No change | 1,160 | 24 | 0.01% | 0.01% | 600 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,139 | 23 | 0.01% | — | 604 | +1,139 | New | Q1 2026 | Apr 14, 2026 |
| TSFG, LLC | History | New | 1,100 | 23 | 0.0% | — | 603 | +1,100 | New | Q1 2026 | Apr 27, 2026 |
| Capital Analysts, LLC | History | Reduced | 1,135 | 23 | 0.0% | 0.0% | 601 | -70 | -5.81% | Q1 2026 | May 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 1,135 | 23 | 0.01% | 0.01% | 602 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | No change | 1,079 | 22 | 0.0% | 0.01% | 605 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 1,028 | 21 | 0.0% | 0.0% | 606 | +201 | 24.3% | Q1 2026 | May 11, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Added to | 1,000 | 20 | 0.0% | 0.0% | 607 | +456 | 83.82% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 995 | 19 | 0.0% | 0.0% | 609 | -236 | -19.17% | Q1 2026 | May 06, 2026 |
| AMERIFLEX GROUP, INC. | History | Added to | 930 | 19 | 0.01% | 0.01% | 611 | +100 | 12.05% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | Added to | 939 | 19 | 0.0% | 0.0% | 608 | +24 | 2.62% | Q1 2026 | Apr 23, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 935 | 19 | 0.0% | 0.0% | 610 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 825 | 17 | 0.0% | 0.0% | 612 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advocate Investing Services LLC | History | No change | 845 | 17 | 0.01% | 0.02% | 613 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 786 | 16 | 0.0% | 0.0% | 614 | -5,551 | -87.6% | Q1 2026 | May 14, 2026 |
| Financial Management Professionals, Inc. | History | Reduced | 808 | 16 | 0.0% | 0.0% | 616 | -868 | -51.79% | Q1 2026 | Apr 15, 2026 |
| Triumph Capital Management | History | Reduced | 785 | 16 | 0.0% | 0.01% | 619 | -536 | -40.58% | Q1 2026 | May 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 815 | 16 | 0.0% | 0.0% | 618 | +15 | 1.88% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 788 | 16 | 0.0% | 0.0% | 615 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NVWM, LLC | History | No change | 800 | 16 | 0.0% | 0.0% | 617 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 760 | 15 | 0.0% | 0.0% | 620 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Raiffeisen Bank International AG | History | No change | 725 | 15 | 0.0% | 0.0% | 621 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 765 | 15 | 0.01% | 0.01% | 622 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Destiny Wealth Partners, LLC | History | New | 722 | 14 | 0.0% | — | 624 | +722 | New | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 714 | 14 | 0.0% | 0.0% | 623 | +199 | 38.64% | Q1 2026 | Apr 21, 2026 |
| MASECO LLP | History | Added to | 652 | 13 | 0.0% | 0.0% | 628 | +403 | 161.85% | Q1 2026 | Apr 21, 2026 |
| Spire Wealth Management | History | Reduced | 675 | 13 | 0.0% | 0.0% | 627 | -13 | -1.89% | Q1 2026 | Apr 22, 2026 |
| Oakworth Capital, Inc. | History | No change | 650 | 13 | 0.0% | 0.0% | 625 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | No change | 683 | 13 | 0.0% | 0.0% | 626 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 590 | 12 | 0.01% | 0.01% | 632 | +44 | 8.06% | Q1 2026 | May 05, 2026 |
| J.Safra Asset Management Corp | History | No change | 609 | 12 | 0.0% | 0.0% | 629 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFS Advisors, LLC | History | No change | 590 | 12 | 0.01% | 0.01% | 630 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Signature Resources Capital Management, LLC | History | No change | 600 | 12 | 0.01% | 0.01% | 631 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CKW FINANCIAL GROUP | History | Reduced | 500 | 11 | 0.0% | 0.0% | 635 | -2,000 | -80.0% | Q1 2026 | May 06, 2026 |
| Napier Financial, LLC | History | New | 578 | 11 | 0.0% | — | 640 | +578 | New | Q1 2026 | May 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 557 | 11 | 0.0% | — | 639 | +557 | New | Q1 2026 | May 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 557 | 11 | 0.01% | — | 642 | +557 | New | Q1 2026 | May 12, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 539 | 11 | 0.01% | — | 641 | +539 | New | Q1 2026 | May 05, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 546 | 11 | 0.0% | 0.0% | 633 | +471 | 628.0% | Q1 2026 | Apr 17, 2026 |
| NBT BANK N A /NY | History | Added to | 571 | 11 | 0.0% | 0.0% | 634 | +141 | 32.79% | Q1 2026 | Apr 28, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 533 | 11 | 0.01% | 0.01% | 638 | -66 | -11.02% | Q1 2026 | Apr 07, 2026 |
| Financial Network Wealth Advisors LLC | History | Reduced | 542 | 11 | 0.01% | 0.02% | 637 | -54 | -9.06% | Q1 2026 | May 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 575 | 11 | 0.0% | 0.01% | 636 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | Reduced | 510 | 10 | 0.0% | 0.0% | 647 | -795 | -60.92% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | New | 530 | 10 | 0.0% | — | 650 | +530 | New | Q1 2026 | Apr 21, 2026 |
| HM PAYSON & CO | History | Added to | 500 | 10 | 0.0% | 0.0% | 643 | +438 | 706.45% | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 485 | 10 | 0.0% | 0.0% | 648 | +229 | 89.45% | Q1 2026 | May 14, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 488 | 10 | 0.0% | 0.0% | 644 | +38 | 8.44% | Q1 2026 | Apr 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 505 | 10 | 0.0% | 0.0% | 645 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 500 | 10 | 0.0% | 0.0% | 646 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 500 | 10 | 0.01% | 0.01% | 649 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 471 | 9 | 0.0% | 0.0% | 656 | +357 | 313.16% | Q1 2026 | May 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 461 | 9 | 0.01% | 0.01% | 657 | +155 | 50.65% | Q1 2026 | May 08, 2026 |
| CITY HOLDING CO | History | No change | 458 | 9 | 0.0% | 0.0% | 651 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 473 | 9 | 0.0% | 0.0% | 652 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 353 | 9 | 0.0% | 0.0% | 653 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 458 | 9 | 0.0% | 0.0% | 654 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 380 | 9 | 0.01% | 0.01% | 655 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | New | 391 | 8 | 0.0% | — | 663 | +391 | New | Q1 2026 | May 11, 2026 |
| PROFFITT & GOODSON INC | History | No change | 401 | 8 | 0.0% | 0.0% | 658 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clean Yield Group | History | No change | 400 | 8 | 0.0% | 0.0% | 659 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CNB Bank | History | No change | 400 | 8 | 0.0% | 0.0% | 660 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stephens Consulting, LLC | History | No change | 324 | 8 | 0.0% | 0.0% | 661 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 349 | 8 | 0.01% | 0.01% | 662 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Truvestments Capital LLC | History | New | 359 | 7 | 0.0% | — | 671 | +359 | New | Q1 2026 | May 13, 2026 |
| Turim 21 Investimentos Ltda. | History | New | 354 | 7 | 0.0% | — | 670 | +354 | New | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 345 | 7 | 0.0% | — | 669 | +345 | New | Q1 2026 | Apr 29, 2026 |
| JPL Wealth Management, LLC | History | New | 343 | 7 | 0.0% | — | 672 | +343 | New | Q1 2026 | May 08, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 388 | 7 | 0.0% | 0.0% | 664 | -77 | -16.56% | Q1 2026 | Apr 30, 2026 |
| Ascentis Wealth Management, LLC | History | Reduced | 382 | 7 | 0.0% | 0.0% | 667 | -22 | -5.45% | Q1 2026 | Apr 28, 2026 |
| Fairman Group, LLC | History | No change | 352 | 7 | 0.01% | 0.01% | 665 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | No change | 365 | 7 | 0.0% | 0.0% | 666 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Basepoint Wealth LLC | History | No change | 370 | 7 | 0.0% | 0.01% | 668 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BFSG, LLC | History | Reduced | 333 | 6 | 0.0% | 0.71% | 675 | -285,033 | -99.88% | Q1 2026 | Apr 28, 2026 |
| MidFirst Bank | History | Reduced | 301 | 6 | 0.0% | 0.01% | 676 | -4,193 | -93.3% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 310 | 6 | 0.0% | 0.0% | 673 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sunbelt Securities, Inc. | History | No change | 291 | 6 | 0.0% | 0.0% | 674 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | Reduced | 280 | 5 | 0.0% | 0.0% | 681 | -417 | -59.83% | Q1 2026 | Apr 01, 2026 |
| Essential Partners LLC | History | Reduced | 268 | 5 | 0.0% | 0.0% | 687 | -372 | -58.13% | Q1 2026 | May 21, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 280 | 5 | 0.0% | 0.0% | 684 | -295 | -51.3% | Q1 2026 | May 13, 2026 |
| RMG Wealth Management LLC | History | New | 254 | 5 | 0.0% | — | 688 | +254 | New | Q1 2026 | May 14, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 250 | 5 | 0.0% | 0.0% | 678 | -245 | -49.49% | Q1 2026 | Apr 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 270 | 5 | 0.0% | 0.0% | 682 | +205 | 315.38% | Q1 2026 | Apr 30, 2026 |
| American Capital Advisory, LLC | History | Added to | 279 | 5 | 0.0% | 0.0% | 686 | +195 | 232.14% | Q1 2026 | Apr 29, 2026 |
| ST GERMAIN D J CO INC | History | Added to | 248 | 5 | 0.0% | 0.0% | 677 | +75 | 43.35% | Q1 2026 | Apr 13, 2026 |
| CX Institutional | History | Reduced | 234 | 5 | 0.0% | 0.0% | 683 | -45 | -16.13% | Q1 2026 | Apr 06, 2026 |
| Westend Capital Management, LLC | History | Reduced | 249 | 5 | 0.0% | 0.0% | 680 | -10 | -3.86% | Q1 2026 | Apr 14, 2026 |
| Smithfield Trust Co | History | No change | 220 | 5 | 0.0% | 0.0% | 679 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Archer Investment Corp | History | No change | 285 | 5 | 0.0% | 0.0% | 685 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JDM Financial Group LLC | History | New | 205 | 4 | 0.0% | — | 693 | +205 | New | Q1 2026 | May 20, 2026 |
| DAGCO, INC. | History | Reduced | 196 | 4 | 0.0% | 0.0% | 690 | -50 | -20.33% | Q1 2026 | Apr 20, 2026 |
| IMA Advisory Services, Inc. | History | No change | 240 | 4 | 0.0% | 0.0% | 689 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 229 | 4 | 0.0% | 0.0% | 691 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 204 | 4 | 0.0% | 0.0% | 692 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Park Square Financial Group, LLC | History | New | 178 | 3 | 0.02% | — | 701 | +178 | New | Q1 2026 | May 13, 2026 |
| Abound Wealth Management | History | Reduced | 190 | 3 | 0.0% | 0.0% | 697 | -117 | -38.11% | Q1 2026 | Apr 10, 2026 |
| Nemes Rush Group LLC | History | Reduced | 165 | 3 | 0.0% | 0.0% | 698 | -12 | -6.78% | Q1 2026 | Apr 21, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 145 | 3 | 0.0% | 0.0% | 694 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 160 | 3 | 0.0% | 0.0% | 695 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Coston, McIsaac & Partners | History | No change | 190 | 3 | 0.0% | 0.0% | 696 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Wiser Advisor Group LLC | History | No change | 151 | 3 | 0.0% | 0.0% | 699 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Granite FO LLC | History | No change | 160 | 3 | 0.0% | 0.0% | 700 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| YANKCOM Partnership | History | Reduced | 115 | 2 | 0.0% | 0.01% | 715 | -861 | -88.22% | Q1 2026 | Apr 20, 2026 |
| MOTCO | History | Reduced | 105 | 2 | 0.0% | 0.0% | 704 | -699 | -86.94% | Q1 2026 | Apr 22, 2026 |
| Avion Wealth | History | New | 131 | 2 | 0.0% | — | 719 | +131 | New | Q1 2026 | May 01, 2026 |
| Dogwood Wealth Management LLC | History | New | 108 | 2 | 0.0% | — | 716 | +108 | New | Q1 2026 | May 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 122 | 2 | 0.0% | — | 702 | +107 | 713.33% | Q1 2026 | Apr 16, 2026 |
| Dunhill Financial, LLC | History | Added to | 118 | 2 | 0.0% | — | 712 | +92 | 353.85% | Q1 2026 | May 06, 2026 |
| Wealth Science Advisors LLC | History | New | 92 | 2 | 0.0% | — | 720 | +92 | New | Q1 2026 | Apr 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 100 | 2 | 0.0% | 0.0% | 703 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 2 | 0.0% | 0.0% | 705 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | No change | 104 | 2 | 0.0% | 0.0% | 706 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 115 | 2 | 0.0% | 0.0% | 707 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 708 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SITTNER & NELSON, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 709 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 710 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Gould Capital, LLC | History | No change | 125 | 2 | 0.0% | 0.0% | 711 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 713 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 100 | 2 | 0.0% | 0.0% | 714 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WPG Advisers, LLC | History | No change | 115 | 2 | 0.0% | 0.0% | 717 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Benson Wealth Management INC | History | No change | 129 | 2 | 0.0% | 0.0% | 718 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 70 | 1 | 0.0% | 0.0% | 723 | -7,646 | -99.09% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 55 | 1 | 0.0% | 0.01% | 731 | -1,141 | -95.4% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | Reduced | 70 | 1 | 0.0% | 0.0% | 728 | -200 | -74.07% | Q1 2026 | May 05, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 68 | 1 | 0.0% | — | 734 | +68 | New | Q1 2026 | Apr 28, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | New | 55 | 1 | 0.0% | — | 735 | +55 | New | Q1 2026 | Apr 20, 2026 |
| First Command Advisory Services, Inc. | History | Added to | 67 | 1 | 0.0% | — | 727 | +32 | 91.43% | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | Added to | 71 | 1 | 0.0% | 0.0% | 732 | +11 | 18.33% | Q1 2026 | May 14, 2026 |
| GODSEY & GIBB, INC | History | No change | 75 | 1 | 0.0% | 0.0% | 721 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 50 | 1 | 0.0% | 0.0% | 722 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Heritage Wealth Advisors | History | No change | 90 | 1 | 0.0% | 0.0% | 724 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Darwin Wealth Management, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 725 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Stone House Investment Management, LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 726 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Byrne Asset Management LLC | History | No change | 80 | 1 | 0.0% | 0.0% | 729 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Lodestone Wealth Management LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 730 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 90 | 1 | 0.0% | 0.0% | 733 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Closed out | 0 | 0 | — | 1.58% | — | -5,597,452 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -3,615,444 | -100.0% | Q1 2026 | May 15, 2026 |
| Cartenna Capital, LP | History | Closed out | 0 | 0 | — | 1.06% | — | -1,250,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Closed out | 0 | 0 | — | 0.09% | — | -1,176,915 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.42% | — | -833,175 | -100.0% | Q1 2026 | May 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.26% | — | -680,968 | -100.0% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -600,000 | -100.0% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Closed out | 0 | 0 | — | 0.1% | — | -527,900 | -100.0% | Q1 2026 | May 04, 2026 |
| Nixon Capital, LLC | History | Closed out | 0 | 0 | — | 2.51% | — | -371,886 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital Wealth Planning, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -371,198 | -100.0% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.28% | — | -362,972 | -100.0% | Q1 2026 | May 15, 2026 |
| Benson Investment Management Company, Inc. | History | Closed out | 0 | 0 | — | 1.94% | — | -217,150 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.05% | — | -212,223 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSICO CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -144,018 | -100.0% | Q1 2026 | May 13, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -118,617 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -114,145 | -100.0% | Q1 2026 | Apr 20, 2026 |
| LITTLE HOUSE CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.73% | — | -113,772 | -100.0% | Q1 2026 | May 07, 2026 |
| MOODY LYNN LIEBERSON & WALKER, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -101,550 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -98,600 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -86,469 | -100.0% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -85,799 | -100.0% | Q1 2026 | May 15, 2026 |
| Calamos Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -79,596 | -100.0% | Q1 2026 | May 04, 2026 |
| SOL Capital Management CO | History | Closed out | 0 | 0 | — | 0.17% | — | -75,595 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -72,040 | -100.0% | Q1 2026 | Apr 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -65,465 | -100.0% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.04% | — | -61,822 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -61,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -56,486 | -100.0% | Q1 2026 | May 14, 2026 |
| Dorsey Wright & Associates | History | Closed out | 0 | 0 | — | 0.31% | — | -56,015 | -100.0% | Q1 2026 | May 06, 2026 |
| SECURED RETIREMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.67% | — | -47,162 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,554 | -100.0% | Q1 2026 | May 13, 2026 |
| Weaver Capital Management LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -39,363 | -100.0% | Q1 2026 | Apr 17, 2026 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -38,302 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -37,158 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -34,123 | -100.0% | Q1 2026 | May 15, 2026 |
| COOKSON PEIRCE & CO INC | History | Closed out | 0 | 0 | — | 0.03% | — | -32,969 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Prospera Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -29,049 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Financial & Tax Architects, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -28,547 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,363 | -100.0% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -27,279 | -100.0% | Q1 2026 | May 13, 2026 |
| Avantra Family Wealth, Inc. | History | Closed out | 0 | 0 | — | 0.48% | — | -25,896 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -24,745 | -100.0% | Q1 2026 | May 01, 2026 |
| Cordatus Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -23,634 | -100.0% | Q1 2026 | Apr 29, 2026 |
| SATURNA CAPITAL CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,000 | -100.0% | Q1 2026 | May 11, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,299 | -100.0% | Q1 2026 | May 14, 2026 |
| New Republic Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -17,826 | -100.0% | Q1 2026 | May 01, 2026 |
| Riverwater Partners LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -17,236 | -100.0% | Q1 2026 | May 07, 2026 |
| Simplicity Wealth,LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,463 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Cardinal Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,180 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FIRST AMERICAN TRUST, FSB | History | Closed out | 0 | 0 | — | 0.03% | — | -14,845 | -100.0% | Q1 2026 | May 12, 2026 |
| Icon Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -14,499 | -100.0% | Q1 2026 | May 12, 2026 |
| NorthRock Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,715 | -100.0% | Q1 2026 | May 15, 2026 |
| WEDBUSH SECURITIES INC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,378 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Atlatl Advisers LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -13,355 | -100.0% | Q1 2026 | May 07, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,345 | -100.0% | Q1 2026 | Apr 28, 2026 |
| EVERPAR ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -13,190 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Legacy Wealth Partners, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -12,325 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -12,264 | -100.0% | Q1 2026 | May 04, 2026 |
| Beverly Hills Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,249 | -100.0% | Q1 2026 | May 01, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,870 | -100.0% | Q1 2026 | Apr 10, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -11,630 | -100.0% | Q1 2026 | May 07, 2026 |
| D.A. DAVIDSON & CO. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,295 | -100.0% | Q1 2026 | May 05, 2026 |
| Stratos Wealth Partners, LTD. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,221 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Mayflower Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,212 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Connecticut Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,180 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,788 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,480 | -100.0% | Q1 2026 | May 11, 2026 |
| Corient IA LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -10,410 | -100.0% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Closed out | 0 | 0 | — | 0.01% | — | -10,393 | -100.0% | Q1 2026 | May 13, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -10,335 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,252 | -100.0% | Q1 2026 | May 20, 2026 |
| FIRST FOUNDATION ADVISORS | History | Closed out | 0 | 0 | — | 0.01% | — | -10,120 | -100.0% | Q1 2026 | May 04, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,000 | -100.0% | Q1 2026 | Apr 15, 2026 |
| BFI Infinity Ltd. | History | Closed out | 0 | 0 | — | 0.16% | — | -10,000 | -100.0% | Q1 2026 | Apr 13, 2026 |
| CHESAPEAKE CAPITAL CORP /IL/ | History | Closed out | 0 | 0 | — | 0.21% | — | -9,986 | -100.0% | Q1 2026 | May 07, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,986 | -100.0% | Q1 2026 | May 15, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -9,972 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Wallace Advisory Group, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -9,943 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,910 | -100.0% | Q1 2026 | May 11, 2026 |
| SIMON QUICK ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,860 | -100.0% | Q1 2026 | May 06, 2026 |
| Advisors Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,794 | -100.0% | Q1 2026 | May 01, 2026 |
| Center For Asset Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,732 | -100.0% | Q1 2026 | Apr 16, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,654 | -100.0% | Q1 2026 | May 14, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -9,640 | -100.0% | Q1 2026 | May 11, 2026 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -9,454 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Sage Mountain Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,443 | -100.0% | Q1 2026 | May 11, 2026 |
| Disciplined Investors, L.L.C. | History | Closed out | 0 | 0 | — | 0.16% | — | -9,375 | -100.0% | Q1 2026 | May 12, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -9,365 | -100.0% | Q1 2026 | May 15, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -9,200 | -100.0% | Q1 2026 | May 12, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -9,162 | -100.0% | Q1 2026 | May 15, 2026 |
| Brucke Financial, Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -9,153 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Balefire, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -9,116 | -100.0% | Q1 2026 | May 07, 2026 |
| 55 North Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,073 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,999 | -100.0% | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,760 | -100.0% | Q1 2026 | May 13, 2026 |
| Dynamic Advisor Solutions LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,748 | -100.0% | Q1 2026 | Apr 08, 2026 |
| SVB WEALTH LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,740 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -8,702 | -100.0% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,419 | -100.0% | Q1 2026 | May 11, 2026 |
| RB Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,380 | -100.0% | Q1 2026 | May 14, 2026 |
| Eagle Bay Advisors LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -8,274 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,197 | -100.0% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,104 | -100.0% | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Closed out | 0 | 0 | — | 0.0% | — | -8,094 | -100.0% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,950 | -100.0% | Q1 2026 | May 15, 2026 |
| Hoxton Planning & Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -7,923 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Summit Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,886 | -100.0% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -7,862 | -100.0% | Q1 2026 | Apr 13, 2026 |
| MAIRS & POWER INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,830 | -100.0% | Q1 2026 | May 13, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,964 | -100.0% | Q1 2026 | May 15, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -4,558 | -100.0% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -2,012 | -100.0% | Q1 2026 | May 07, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q1 2026 | May 12, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -1,400 | -100.0% | Q1 2026 | May 13, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,112 | -100.0% | Q1 2026 | May 14, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,078 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,070 | -100.0% | Q1 2026 | May 06, 2026 |
| Davis Capital Management | History | Closed out | 0 | 0 | — | 0.01% | — | -750 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Navigoe, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -682 | -100.0% | Q1 2026 | May 01, 2026 |
| Copeland Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -660 | -100.0% | Q1 2026 | May 06, 2026 |
| Compass Financial Services Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -521 | -100.0% | Q1 2026 | May 01, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -510 | -100.0% | Q1 2026 | May 04, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Front Row Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 19, 2026 |
| Caitlin John, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -245 | -100.0% | Q1 2026 | May 13, 2026 |
| Bear Mountain Capital, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -235 | -100.0% | Q1 2026 | May 12, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -205 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Quaker Wealth Management, LLC | History | Reduced | 45 | 0 | — | 0.0% | — | -198 | -81.48% | Q1 2026 | Apr 10, 2026 |
| Bravera Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -182 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 11, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -134 | -100.0% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -127 | -100.0% | Q1 2026 | May 15, 2026 |
| West Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WealthCollab, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 11, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | New | 43 | 0 | — | — | — | +43 | New | Q1 2026 | May 19, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 01, 2026 |
| NCP Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | May 13, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 12, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 04, 2026 |
| Nvest Wealth Strategies, Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | Apr 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 36 | 0 | — | 0.0% | — | -14 | -28.0% | Q1 2026 | May 13, 2026 |
| Strengthening Families & Communities, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 11, 2026 |
| Strategic Advocates LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 01, 2026 |
| Modus Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 04, 2026 |
| EASTERN BANK | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Winch Advisory Services, LLC | History | No change | 40 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Trust Co | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Roble, Belko & Company, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Nalls Sherbakoff Group, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Mar 12, 2026 |
| New Millennium Group LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |