SouthState Bank Corp - SSB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 10,937,359 | 1,029,314 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 9,472,684 | 876,412 | 0.02% | 0.01% | 2 | +116,333 | 1.24% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,934,851 | 456,554 | 0.09% | 0.09% | 3 | +205,355 | 4.34% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 3,734,578 | 345,523 | 0.01% | 0.01% | 4 | -169,113 | -4.33% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 2,679,111 | 247,872 | 0.17% | 0.08% | 5 | +1,854,613 | 224.94% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 2,127,342 | 196,821 | 0.03% | 0.02% | 6 | +479,615 | 29.11% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 2,108,590 | 195,087 | 0.1% | 0.09% | 7 | +268,038 | 14.56% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,960,189 | 181,397 | 0.01% | 0.01% | 8 | +94,156 | 5.05% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,781,410 | 164,816 | 0.04% | 0.04% | 9 | +157,682 | 9.71% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 1,738,842 | 160,877 | 0.01% | 0.01% | 10 | +92,776 | 5.64% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,682,076 | 155,625 | 0.1% | 0.09% | 11 | -55,482 | -3.19% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,475,269 | 136,492 | 0.01% | 0.01% | 12 | -103,895 | -6.58% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,480,134 | 136,423 | 0.06% | 0.05% | 13 | +417,259 | 39.26% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,442,939 | 133,500 | 0.02% | 0.02% | 14 | +298,821 | 26.12% | Q1 2026 | May 05, 2026 |
| NORGES BANK | History | No change | 1,338,219 | 125,939 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,317,721 | 121,915 | 0.02% | 0.02% | 16 | +280,769 | 27.08% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,235,983 | 114,353 | 0.47% | 0.51% | 17 | -33,604 | -2.65% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,218,874 | 112,770 | 0.02% | 0.02% | 18 | +38,372 | 3.25% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,149,303 | 106,333 | 0.08% | 0.07% | 19 | +111,772 | 10.77% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,078,066 | 100,917 | 0.17% | 0.18% | 20 | -77,007 | -6.67% | Q1 2026 | May 05, 2026 |
| Capital International Investors | History | Reduced | 1,065,412 | 98,571 | 0.02% | 0.02% | 21 | -555,569 | -34.27% | Q1 2026 | May 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 1,013,170 | 93,738 | 0.68% | 0.8% | 22 | -37,489 | -3.57% | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Reduced | 968,015 | 89,560 | 0.01% | 0.03% | 23 | -608,487 | -38.6% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 914,557 | 84,614 | 0.09% | 0.08% | 24 | +75,597 | 9.01% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 850,763 | 78,712 | 0.07% | 0.06% | 25 | +34,929 | 4.28% | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Added to | 843,214 | 78,014 | 0.01% | 0.01% | 26 | +222,705 | 35.89% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 831,623 | 76,941 | 0.01% | 0.01% | 27 | -315,332 | -27.49% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 822,992 | 76,143 | 0.01% | 0.01% | 28 | +7,926 | 0.97% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 787,307 | 72,841 | 0.01% | 0.0% | 29 | +68,776 | 9.57% | Q1 2026 | May 15, 2026 |
| FJ Capital Management LLC | History | Reduced | 778,627 | 72,038 | 8.11% | 8.45% | 30 | -34,406 | -4.23% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 754,592 | 69,814 | 0.01% | 0.01% | 31 | +186,151 | 32.75% | Q1 2026 | May 05, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 728,548 | 67,405 | 1.27% | 0.29% | 32 | +565,196 | 346.0% | Q1 2026 | Apr 24, 2026 |
| Holocene Advisors, LP | History | Added to | 691,437 | 63,971 | 0.15% | 0.06% | 33 | +369,937 | 115.07% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 617,871 | 57,165 | 0.82% | 0.83% | 34 | -33,262 | -5.11% | Q1 2026 | May 22, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 590,878 | 54,668 | 0.02% | 0.02% | 35 | -31,518 | -5.06% | Q1 2026 | May 05, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 539,510 | 49,833 | 3.6% | 3.9% | 36 | +16,916 | 3.24% | Q1 2026 | May 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | New | 443,933 | 41,072 | 0.41% | — | 37 | +443,933 | New | Q1 2026 | Apr 16, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 416,233 | 38,509 | 0.05% | 0.05% | 38 | -3,432 | -0.82% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 410,608 | 37,989 | 0.04% | 0.03% | 39 | +66,796 | 19.43% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 394,345 | 35,629 | 0.0% | 0.0% | 40 | -47,385 | -10.73% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 352,450 | 32,608 | 0.04% | — | 41 | +352,450 | New | Q1 2026 | May 14, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | Added to | 337,045 | 31,183 | 0.17% | 0.11% | 42 | +120,120 | 55.37% | Q1 2026 | Apr 22, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 320,716 | 29,672 | 1.12% | 1.11% | 43 | -7,937 | -2.42% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 295,129 | 27,305 | 0.01% | 0.01% | 44 | -83,772 | -22.11% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 287,963 | 26,642 | 0.05% | 0.02% | 45 | +185,920 | 182.2% | Q1 2026 | May 01, 2026 |
| MetLife Investment Management, LLC | History | New | 276,053 | 25,540 | 0.13% | — | 46 | +276,053 | New | Q1 2026 | May 14, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 271,444 | 25,113 | 0.16% | 0.16% | 47 | +9 | 0.0% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Reduced | 271,276 | 25,098 | 0.04% | 0.04% | 48 | -14,441 | -5.05% | Q1 2026 | May 06, 2026 |
| Stieven Capital Advisors, L.P. | History | Added to | 269,500 | 24,934 | 5.33% | 4.3% | 49 | +23,200 | 9.42% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 265,456 | 24,559 | 0.08% | 0.08% | 50 | +904 | 0.34% | Q1 2026 | Apr 24, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 260,504 | 24,101 | 0.02% | 0.02% | 51 | +1,399 | 0.54% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 257,843 | 23,855 | 0.0% | 0.01% | 52 | -2,066 | -0.79% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 255,323 | 23,622 | 0.01% | 0.01% | 53 | +14,158 | 5.87% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 234,784 | 21,722 | 0.14% | 0.2% | 54 | -298,187 | -55.95% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 221,291 | 20,473 | 0.01% | 0.01% | 55 | +5,154 | 2.38% | Q1 2026 | May 04, 2026 |
| CINCINNATI FINANCIAL CORP | History | New | 200,419 | 18,542 | 0.37% | — | 56 | +200,419 | New | Q1 2026 | May 11, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Added to | 200,004 | 18,504 | 3.64% | 3.12% | 57 | +13,004 | 6.95% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Reduced | 198,930 | 18,405 | 0.01% | 0.01% | 58 | -600 | -0.3% | Q1 2026 | May 07, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 193,800 | 17,930 | 0.03% | 0.03% | 59 | -30,000 | -13.4% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 193,338 | 17,887 | 0.38% | 0.41% | 60 | -12,213 | -5.94% | Q1 2026 | May 13, 2026 |
| CINCINNATI INSURANCE CO | History | New | 190,274 | 17,604 | 0.27% | — | 61 | +190,274 | New | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 177,233 | 16,397 | 0.0% | 0.0% | 62 | +61,498 | 53.14% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 173,236 | 16,027 | 0.01% | 0.01% | 63 | +3,678 | 2.17% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 169,870 | 15,716 | 0.04% | 0.04% | 64 | -3,609 | -2.08% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 168,902 | 15,626 | 0.06% | 0.03% | 65 | +93,744 | 124.73% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 164,624 | 15,231 | 0.02% | 0.01% | 66 | +67,142 | 68.88% | Q1 2026 | May 08, 2026 |
| Jain Global LLC | History | Reduced | 149,872 | 13,866 | 0.06% | 0.11% | 67 | -89,635 | -37.42% | Q1 2026 | May 15, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 148,400 | 13,729 | 0.43% | 1.25% | 68 | -294,450 | -66.49% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 138,812 | 12,842 | 0.02% | 0.01% | 69 | +27,524 | 24.73% | Q1 2026 | May 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 135,627 | 12,549 | 0.02% | 0.01% | 70 | +67,923 | 100.32% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 133,346 | 12,337 | 0.0% | 0.0% | 71 | -33,119 | -19.9% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 127,793 | 11,823 | 0.0% | 0.0% | 72 | -20,213 | -13.66% | Q1 2026 | May 08, 2026 |
| Hudson Bay Capital Management LP | History | New | 126,869 | 11,737 | 0.04% | — | 73 | +126,869 | New | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 125,942 | 11,652 | 0.0% | 0.0% | 74 | -2,647 | -2.06% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 123,795 | 11,650 | 0.0% | 0.01% | 75 | -109,908 | -47.03% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 121,749 | 11,264 | 0.0% | 0.0% | 76 | +36,288 | 42.46% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 119,039 | 11,013 | 0.01% | 0.01% | 77 | +23,477 | 24.57% | Q1 2026 | May 15, 2026 |
| Azora Capital LP | History | New | 118,438 | 10,957 | 0.72% | — | 78 | +118,438 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 116,333 | 10,763 | 0.01% | 0.02% | 79 | -71,294 | -38.0% | Q1 2026 | May 05, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 113,177 | 10,317 | 0.32% | 0.24% | 80 | +28,400 | 33.5% | Q1 2026 | May 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 109,500 | 10,130 | 0.12% | 0.11% | 81 | -4,359 | -3.83% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 108,514 | 10,039 | 0.0% | 0.0% | 82 | +4,923 | 4.75% | Q1 2026 | May 04, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 107,184 | 9,916 | 0.47% | 0.41% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 104,827 | 9,698 | 0.0% | 0.0% | 84 | +50,238 | 92.03% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 100,970 | 9,341 | 0.0% | 0.0% | 85 | +87,711 | 661.52% | Q1 2026 | May 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 100,855 | 9,331 | 0.27% | 0.28% | 86 | -1,805 | -1.76% | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 100,000 | 9,252 | 0.08% | 0.08% | 87 | +20,000 | 25.0% | Q1 2026 | May 15, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 99,523 | 9,207 | 0.16% | 0.15% | 88 | +6,408 | 6.88% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 98,605 | 9,122 | 0.07% | 0.06% | 89 | +6,158 | 6.66% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 98,477 | 9,111 | 0.02% | 0.01% | 90 | +36,351 | 58.51% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Added to | 93,342 | 8,636 | 0.06% | 0.06% | 91 | +1,848 | 2.02% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 89,013 | 8,235 | 0.0% | 0.0% | 92 | +1,945 | 2.23% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 87,382 | 8,085 | 0.0% | 0.0% | 93 | +6,718 | 8.33% | Q1 2026 | May 15, 2026 |
| Channing Capital Management, LLC | History | Reduced | 85,107 | 7,874 | 0.2% | 0.26% | 94 | -22,431 | -20.86% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Added to | 84,332 | 7,802 | 0.06% | 0.01% | 95 | +71,849 | 575.57% | Q1 2026 | May 15, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 83,005 | 7,679 | 0.38% | 0.41% | 96 | -2,868 | -3.34% | Q1 2026 | Apr 17, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 79,948 | 7,396 | 0.01% | 0.01% | 97 | +1,496 | 1.91% | Q1 2026 | May 12, 2026 |
| Longaeva Partners L.P. | History | Reduced | 77,688 | 7,187 | 0.27% | 0.68% | 98 | -8,504 | -9.87% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 76,969 | 7,121 | 0.0% | 0.0% | 99 | +32,083 | 71.48% | Q1 2026 | May 12, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 75,780 | 7,011 | 0.11% | 0.02% | 100 | +60,780 | 405.2% | Q1 2026 | May 14, 2026 |
| Vest Financial, LLC | History | Added to | 73,246 | 6,776 | 0.08% | 0.07% | 101 | +10,675 | 17.06% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Reduced | 71,505 | 6,615 | 0.0% | 0.0% | 102 | -15,151 | -17.48% | Q1 2026 | May 11, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 71,218 | 6,589 | 0.0% | 0.0% | 103 | -21,229 | -22.96% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 70,942 | 6,563 | 0.01% | 0.02% | 104 | -104,416 | -59.54% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 68,106 | 6,301 | 0.08% | 0.07% | 105 | +19,657 | 40.57% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 67,608 | 6,255 | 0.05% | 0.05% | 106 | -2,850 | -4.04% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 61,222 | 5,664 | 0.0% | — | 107 | +61,222 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 60,519 | 5,599 | 0.01% | 0.01% | 108 | -29,625 | -32.86% | Q1 2026 | Apr 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 52,936 | 4,897 | 0.09% | — | 109 | +52,936 | New | Q1 2026 | Apr 27, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 51,227 | 4,739 | 0.02% | 0.03% | 110 | -37,469 | -42.24% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 50,814 | 4,701 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cincinnati Specialty Underwriters Insurance CO | History | New | 50,000 | 4,626 | 1.12% | — | 112 | +50,000 | New | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | Reduced | 48,832 | 4,517 | 0.21% | 0.21% | 113 | -316 | -0.64% | Q1 2026 | May 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 48,472 | 4,484 | 0.04% | 0.04% | 114 | +161 | 0.33% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 48,457 | 4,483 | 0.03% | 0.03% | 115 | +7 | 0.01% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 46,826 | 4,406 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 47,088 | 4,356 | 0.54% | 0.56% | 117 | -197 | -0.42% | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 46,911 | 4,340 | 0.01% | — | 118 | +46,911 | New | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Reduced | 44,617 | 4,128 | 0.03% | 0.03% | 119 | -159 | -0.36% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 44,587 | 4,125 | 0.01% | 0.01% | 120 | -1,580 | -3.42% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 44,574 | 4,125 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 45,861 | 4,115 | 0.0% | 0.0% | 122 | +45,358 | 9017.5% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 42,513 | 3,933 | 0.07% | 0.1% | 123 | +1,155 | 2.79% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 42,189 | 3,903 | 0.03% | 0.03% | 124 | +311 | 0.74% | Q1 2026 | Apr 29, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 41,992 | 3,885 | 0.01% | 0.01% | 125 | -33 | -0.08% | Q1 2026 | May 14, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 41,153 | 3,807 | 0.49% | 0.56% | 126 | -8,219 | -16.65% | Q1 2026 | May 14, 2026 |
| Sciencast Management LP | History | Added to | 40,767 | 3,771 | 0.48% | 0.11% | 127 | +32,442 | 389.69% | Q1 2026 | May 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 40,235 | 3,722 | 0.07% | 0.09% | 128 | -10,608 | -20.86% | Q1 2026 | Apr 13, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 39,717 | 3,674 | 0.63% | 0.63% | 129 | +604 | 1.54% | Q1 2026 | May 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 38,728 | 3,583 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 38,205 | 3,534 | 0.0% | 0.0% | 131 | +23,253 | 155.52% | Q1 2026 | May 06, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 38,072 | 3,522 | 0.12% | 0.12% | 132 | +365 | 0.97% | Q1 2026 | Apr 17, 2026 |
| Curi Capital, LLC | History | Added to | 37,337 | 3,454 | 0.06% | 0.06% | 133 | +7 | 0.02% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 37,054 | 3,428 | 0.0% | 0.0% | 134 | +25,529 | 221.51% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 36,885 | 3,412 | 0.01% | 0.01% | 135 | +5,292 | 16.75% | Q1 2026 | May 15, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 36,632 | 3,389 | 0.79% | 0.77% | 136 | +1,265 | 3.58% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 35,923 | 3,380 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Red Spruce Capital, LLC | History | Added to | 36,257 | 3,354 | 1.38% | 1.36% | 138 | +43 | 0.12% | Q1 2026 | Apr 09, 2026 |
| Oliver Luxxe Assets LLC | History | New | 35,597 | 3,293 | 0.49% | — | 139 | +35,597 | New | Q1 2026 | Apr 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 35,232 | 3,259 | 0.01% | 0.01% | 140 | -3,361 | -8.71% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 35,049 | 3,242 | 0.01% | 0.01% | 141 | +3,388 | 10.7% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 34,412 | 3,183 | 0.01% | 0.0% | 142 | +33,327 | 3071.61% | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,368 | 3,133 | 0.01% | 0.0% | 143 | -2,824 | -7.8% | Q1 2026 | Apr 08, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 32,877 | 3,041 | 0.0% | 0.0% | 144 | -2,688 | -7.56% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | No change | 31,823 | 2,944 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 31,581 | 2,921 | 0.01% | — | 147 | +31,581 | New | Q1 2026 | May 14, 2026 |
| SALZHAUER MICHAEL | History | No change | 31,581 | 2,921 | 1.38% | 1.22% | 146 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BIP Wealth, LLC | History | Added to | 31,254 | 2,891 | 0.12% | 0.1% | 148 | +642 | 2.1% | Q1 2026 | Apr 27, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 30,957 | 2,864 | 0.02% | 0.02% | 149 | +8,065 | 35.23% | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | New | 30,501 | 2,821 | 0.13% | — | 150 | +30,501 | New | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 29,971 | 2,773 | 0.02% | 0.02% | 151 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Handelsbanken Fonder AB | History | Added to | 29,738 | 2,751 | 0.01% | 0.01% | 152 | +300 | 1.02% | Q1 2026 | Apr 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 29,203 | 2,701 | 0.03% | 0.03% | 153 | -1,957 | -6.28% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 28,700 | 2,655 | 0.05% | 0.04% | 154 | +900 | 3.24% | Q1 2026 | Apr 20, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 28,444 | 2,631 | 0.15% | 0.08% | 155 | +11,323 | 66.14% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 27,842 | 2,575 | 0.0% | 0.01% | 156 | -120,036 | -81.17% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 27,610 | 2,554 | 0.01% | 0.01% | 157 | -566 | -2.01% | Q1 2026 | May 01, 2026 |
| Independent Advisor Alliance | History | Reduced | 27,320 | 2,527 | 0.03% | 0.06% | 158 | -601 | -2.15% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 27,227 | 2,517 | 0.0% | 0.0% | 159 | +5,485 | 25.23% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 26,277 | 2,431 | 0.0% | 0.0% | 160 | +1,929 | 7.92% | Q1 2026 | May 06, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 26,043 | 2,409 | 0.0% | 0.0% | 161 | -47,320 | -64.5% | Q1 2026 | May 14, 2026 |
| Polaris Capital Management, LLC | History | No change | 25,761 | 2,383 | 0.19% | 0.2% | 162 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 25,517 | 2,363 | 0.0% | 0.0% | 163 | -11,282 | -30.66% | Q1 2026 | Apr 30, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 25,039 | 2,316 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 24,839 | 2,298 | 0.01% | 0.01% | 165 | -314 | -1.25% | Q1 2026 | May 01, 2026 |
| PMC FIG Opportunities LLC | History | Added to | 24,307 | 2,248 | 3.46% | 2.9% | 166 | +4,660 | 23.72% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 23,900 | 2,211 | 0.01% | 0.01% | 167 | +100 | 0.42% | Q1 2026 | May 04, 2026 |
| Atom Investors LP | History | Reduced | 23,711 | 2,193 | 0.16% | 0.35% | 168 | -22,488 | -48.68% | Q1 2026 | May 15, 2026 |
| M Holdings Securities, Inc. | History | New | 22,621 | 2,124 | 0.14% | — | 169 | +22,621 | New | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 22,659 | 2,096 | 0.01% | 0.01% | 170 | +2,375 | 11.71% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 22,650 | 2,095 | 0.05% | 0.1% | 171 | +631 | 2.87% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 22,375 | 2,070 | 0.02% | 0.03% | 172 | +356 | 1.62% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 22,210 | 2,054 | 0.03% | 0.02% | 173 | -279 | -1.24% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 22,115 | 2,046 | 0.01% | 0.01% | 174 | +500 | 2.31% | Q1 2026 | Apr 29, 2026 |
| Cyndeo Wealth Partners, LLC | History | No change | 22,062 | 2,041 | 0.11% | 0.11% | 175 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Petiole USA ltd | History | Reduced | 22,025 | 2,037 | 1.42% | 1.44% | 176 | -1,600 | -6.77% | Q1 2026 | May 14, 2026 |
| CONTINENTAL ADVISORS LLC | History | Added to | 22,012 | 2,036 | 1.04% | 0.74% | 177 | +3,500 | 18.91% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 21,399 | 1,979 | 0.06% | 0.13% | 178 | -27,184 | -55.95% | Q1 2026 | May 18, 2026 |
| CWM, LLC | History | Added to | 21,120 | 1,954 | 0.01% | 0.0% | 179 | +2,073 | 10.88% | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 21,048 | 1,947 | 0.06% | 0.05% | 180 | +1,355 | 6.88% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 20,700 | 1,915 | 0.0% | 0.0% | 181 | +6,400 | 44.76% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 20,341 | 1,881 | 0.02% | 0.02% | 182 | +300 | 1.5% | Q1 2026 | Apr 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 20,000 | 1,850 | 0.06% | 0.06% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 19,800 | 1,831 | 0.31% | 0.43% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Waverly Advisors, LLC | History | Added to | 19,485 | 1,802 | 0.01% | 0.01% | 185 | +720 | 3.84% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 19,308 | 1,786 | 0.02% | — | 186 | +19,308 | New | Q1 2026 | Apr 23, 2026 |
| Cetera Investment Advisers | History | Added to | 18,959 | 1,754 | 0.0% | 0.0% | 187 | +116 | 0.62% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 18,319 | 1,694 | 0.08% | 0.08% | 188 | -2 | -0.01% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 18,263 | 1,689 | 0.05% | 0.05% | 189 | -158 | -0.86% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 18,045 | 1,669 | 0.01% | 0.01% | 190 | +129 | 0.72% | Q1 2026 | Apr 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 17,600 | 1,628 | 0.0% | 0.0% | 191 | -2,744 | -13.49% | Q1 2026 | Apr 27, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 17,510 | 1,620 | 0.01% | — | 192 | +17,510 | New | Q1 2026 | May 13, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 17,504 | 1,619 | 0.14% | 0.14% | 193 | -334 | -1.87% | Q1 2026 | May 01, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 17,433 | 1,612 | 0.03% | — | 194 | +17,433 | New | Q1 2026 | May 11, 2026 |
| iSAM Funds (UK) Ltd | History | New | 17,318 | 1,602 | 0.79% | — | 195 | +17,318 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 16,891 | 1,562 | 0.01% | 0.01% | 196 | +606 | 3.72% | Q1 2026 | May 15, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Added to | 16,623 | 1,537 | 0.04% | 0.04% | 197 | +96 | 0.58% | Q1 2026 | Apr 29, 2026 |
| GREENLEAF TRUST | History | Added to | 16,572 | 1,533 | 0.02% | 0.01% | 198 | +44 | 0.27% | Q1 2026 | Apr 27, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 16,154 | 1,494 | 0.0% | 0.0% | 200 | +1,021 | 6.75% | Q1 2026 | Apr 22, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | No change | 16,149 | 1,494 | 0.17% | 0.18% | 199 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Linscomb Wealth, Inc. | History | Added to | 15,862 | 1,467 | 0.07% | 0.06% | 201 | +553 | 3.61% | Q1 2026 | May 11, 2026 |
| Laurel Wealth Advisors LLC | History | No change | 15,029 | 1,446 | 0.14% | 0.19% | 202 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,541 | 1,437 | 0.0% | 0.0% | 203 | +5,398 | 53.22% | Q1 2026 | Apr 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 15,526 | 1,436 | 0.01% | 0.01% | 204 | +5,505 | 54.93% | Q1 2026 | May 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 15,000 | 1,411 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 14,975 | 1,385 | 0.01% | 0.0% | 206 | +773 | 5.44% | Q1 2026 | Apr 30, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Reduced | 14,847 | 1,373 | 0.03% | 0.04% | 207 | -1,980 | -11.77% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 14,681 | 1,358 | 0.0% | 0.0% | 208 | +3,236 | 28.27% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,539 | 1,345 | 0.0% | 0.0% | 209 | +2,621 | 21.99% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 14,450 | 1,336 | 0.02% | 0.02% | 210 | +1,916 | 15.29% | Q1 2026 | Apr 07, 2026 |
| World Investment Advisors | History | Added to | 14,292 | 1,322 | 0.02% | 0.02% | 211 | +1,185 | 9.04% | Q1 2026 | Apr 27, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 13,004 | 1,252 | 0.02% | 0.03% | 212 | -100 | -0.76% | Q1 2026 | May 11, 2026 |
| MAVERICK CAPITAL LTD | History | New | 13,497 | 1,248 | 0.01% | — | 213 | +13,497 | New | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,215 | 1,222 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Oak Thistle LLC | History | New | 12,964 | 1,199 | 0.12% | — | 215 | +12,964 | New | Q1 2026 | Apr 10, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 12,703 | 1,175 | 0.01% | 0.01% | 216 | -4,822 | -27.51% | Q1 2026 | May 07, 2026 |
| Fourthstone LLC | History | New | 12,600 | 1,165 | 0.2% | — | 217 | +12,600 | New | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 12,505 | 1,156 | 0.09% | — | 218 | +12,505 | New | Q1 2026 | May 15, 2026 |
| Zurich Insurance Group Ltd/FI | History | No change | 12,400 | 1,147 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | No change | 12,102 | 1,119 | 0.11% | 0.11% | 220 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| XPONANCE LLC | History | Added to | 12,001 | 1,110 | 0.01% | 0.01% | 221 | +2,705 | 29.1% | Q1 2026 | May 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 11,865 | 1,097 | 0.01% | 0.01% | 222 | +3,008 | 33.96% | Q1 2026 | May 07, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,783 | 1,090 | 0.01% | 0.01% | 223 | +412 | 3.62% | Q1 2026 | Apr 20, 2026 |
| Tributary Capital Management, LLC | History | Added to | 11,763 | 1,088 | 0.11% | 0.11% | 224 | +119 | 1.02% | Q1 2026 | May 04, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 11,447 | 1,059 | 0.03% | 0.03% | 225 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Investors Research Corp | History | No change | 11,347 | 1,049 | 0.2% | 0.2% | 226 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Huber Capital Management LLC | History | No change | 11,293 | 1,044 | 0.16% | 0.16% | 227 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 11,198 | 1,036 | 0.0% | 0.0% | 228 | -80,626 | -87.8% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 11,147 | 1,031 | 0.01% | 0.01% | 229 | -1,090 | -8.91% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,121 | 1,028 | 0.0% | 0.0% | 230 | -622 | -5.3% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 10,868 | 1,005 | 0.1% | 0.28% | 231 | -31,632 | -74.43% | Q1 2026 | May 15, 2026 |
| First National Advisers, LLC | History | Added to | 10,688 | 988 | 0.14% | 0.12% | 232 | +1,689 | 18.77% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 10,520 | 973 | 0.0% | 0.02% | 233 | -142,457 | -93.12% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,497 | 971 | 0.0% | 0.0% | 234 | -42 | -0.4% | Q1 2026 | Apr 30, 2026 |
| SPIREPOINT PRIVATE CLIENT, LLC | History | No change | 10,364 | 958 | 0.09% | 0.09% | 235 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KDK Private Wealth Management, LLC | History | Reduced | 10,312 | 954 | 0.87% | 0.85% | 236 | -15 | -0.15% | Q1 2026 | Apr 29, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 10,217 | 945 | 0.09% | — | 237 | +10,217 | New | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 9,983 | 923 | 0.0% | 0.0% | 238 | +4,240 | 73.83% | Q1 2026 | May 14, 2026 |
| SFMG, LLC | History | Added to | 9,895 | 915 | 0.06% | 0.06% | 239 | +12 | 0.12% | Q1 2026 | May 12, 2026 |
| Carlson Capital, L.P. | History | No change | 9,700 | 912 | 0.32% | 0.32% | 240 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,857 | 911 | 0.01% | 0.01% | 241 | -170 | -1.7% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 9,598 | 888 | 0.0% | 0.0% | 242 | -466 | -4.63% | Q1 2026 | May 14, 2026 |
| Persistent Asset Partners Ltd | History | Added to | 9,595 | 887 | 0.33% | 0.3% | 243 | +2,579 | 36.76% | Q1 2026 | May 12, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 9,529 | 881 | 0.3% | 0.3% | 244 | +55 | 0.58% | Q1 2026 | Apr 01, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 9,633 | 870 | 0.15% | — | 245 | +9,633 | New | Q1 2026 | May 12, 2026 |
| Summit Wealth Partners, LLC | History | No change | 8,805 | 814 | 0.13% | 0.15% | 246 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,493 | 786 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Lummis Asset Management, LP | History | Reduced | 8,326 | 784 | 0.47% | 0.52% | 248 | -689 | -7.64% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,431 | 780 | 0.0% | 0.0% | 249 | +1,012 | 13.64% | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 8,163 | 755 | 0.0% | 0.0% | 250 | +3,280 | 67.17% | Q1 2026 | May 15, 2026 |
| Angel Oak Capital Advisors, LLC | History | No change | 8,000 | 740 | 0.82% | 1.09% | 251 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 7,880 | 729 | 0.0% | 0.0% | 252 | +1,124 | 16.64% | Q1 2026 | May 11, 2026 |
| DGS Capital Management, LLC | History | Added to | 7,594 | 702 | 0.12% | 0.08% | 253 | +2,360 | 45.09% | Q1 2026 | Apr 28, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 7,527 | 696 | 0.01% | 0.01% | 254 | +5 | 0.07% | Q1 2026 | May 11, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | New | 7,501 | 693 | 0.16% | — | 255 | +7,501 | New | Q1 2026 | May 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 7,217 | 667 | 0.03% | 0.03% | 256 | -100 | -1.37% | Q1 2026 | May 01, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,152 | 661 | 0.0% | 0.01% | 257 | -48,836 | -87.23% | Q1 2026 | May 12, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 11,826 | 658 | 0.0% | 0.0% | 258 | +7,110 | 150.76% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 6,940 | 642 | 0.02% | 0.02% | 259 | -996 | -12.55% | Q1 2026 | Apr 07, 2026 |
| Nicholson Wealth Management Group, LLC | History | Reduced | 6,919 | 640 | 0.37% | 0.39% | 260 | -192 | -2.7% | Q1 2026 | May 04, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 6,835 | 632 | 0.07% | 0.07% | 261 | +10 | 0.15% | Q1 2026 | Apr 24, 2026 |
| JMN Financial LLC | History | Added to | 6,747 | 624 | 0.61% | 0.48% | 262 | +1,630 | 31.85% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 6,736 | 623 | 0.0% | 0.0% | 263 | -1,386 | -17.06% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 6,721 | 621 | 0.02% | 0.02% | 264 | +182 | 2.78% | Q1 2026 | May 13, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | New | 6,666 | 616 | 0.07% | — | 266 | +6,666 | New | Q1 2026 | Apr 29, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 6,665 | 616 | 0.07% | 0.07% | 265 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 6,471 | 598 | 0.07% | 0.07% | 267 | +7 | 0.11% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 6,371 | 589 | 0.0% | 0.0% | 268 | +2,947 | 86.07% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | No change | 6,320 | 584 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | New | 6,274 | 580 | 0.03% | — | 270 | +6,274 | New | Q1 2026 | May 11, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 6,268 | 579 | 0.01% | — | 271 | +6,268 | New | Q1 2026 | Apr 13, 2026 |
| One Capital Management, LLC | History | New | 6,212 | 574 | 0.02% | — | 272 | +6,212 | New | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,187 | 572 | 0.0% | 0.0% | 273 | +360 | 6.18% | Q1 2026 | May 05, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 6,108 | 565 | 0.01% | 0.01% | 274 | -471 | -7.16% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Added to | 5,877 | 543 | 0.04% | 0.04% | 275 | +25 | 0.43% | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,863 | 542 | 0.0% | 0.0% | 276 | -1,850 | -23.99% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 5,858 | 541 | 0.0% | 0.0% | 277 | -15,305 | -72.32% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 5,810 | 537 | 0.0% | 0.0% | 278 | -133 | -2.24% | Q1 2026 | Apr 24, 2026 |
| Cutler Capital Management, LLC | History | Added to | 5,755 | 532 | 0.14% | 0.16% | 279 | +32 | 0.56% | Q1 2026 | May 15, 2026 |
| OpenArc Corporate Advisory, LLC | History | Reduced | 5,702 | 527 | 0.01% | 0.01% | 280 | -189 | -3.21% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,579 | 516 | 0.0% | 0.0% | 281 | +536 | 10.63% | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 5,432 | 511 | 0.03% | 0.03% | 282 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Savant Capital, LLC | History | Added to | 5,510 | 509 | 0.0% | 0.0% | 283 | +879 | 18.98% | Q1 2026 | May 04, 2026 |
| CFO4Life Group, LLC | History | Added to | 5,509 | 509 | 0.08% | 0.07% | 284 | +3 | 0.05% | Q1 2026 | May 11, 2026 |
| Qsemble Capital Management, LP | History | Added to | 5,456 | 504 | 0.04% | 0.04% | 285 | +701 | 14.74% | Q1 2026 | May 07, 2026 |
| DnB Asset Management AS | History | New | 5,415 | 500 | 0.0% | — | 286 | +5,415 | New | Q1 2026 | May 14, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 5,393 | 498 | 0.05% | 0.05% | 287 | -933 | -14.75% | Q1 2026 | Apr 29, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 5,306 | 490 | 0.0% | 0.0% | 288 | -980 | -15.59% | Q1 2026 | May 13, 2026 |
| Utah Retirement Systems | History | No change | 5,301 | 490 | 0.01% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trust Point Inc. | History | Reduced | 5,295 | 489 | 0.04% | 0.04% | 290 | -337 | -5.98% | Q1 2026 | Apr 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 5,146 | 476 | 0.03% | 0.04% | 291 | -708 | -12.09% | Q1 2026 | May 06, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 5,096 | 471 | 0.0% | — | 292 | +5,096 | New | Q1 2026 | May 15, 2026 |
| Optimize Financial Inc | History | New | 5,035 | 465 | 0.23% | — | 293 | +5,035 | New | Q1 2026 | May 12, 2026 |
| Diametric Capital, LP | History | New | 5,012 | 463 | 0.12% | — | 295 | +5,012 | New | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | Added to | 5,007 | 463 | 0.05% | 0.02% | 294 | +3,775 | 306.41% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 4,950 | 457 | 0.0% | 0.0% | 296 | -16 | -0.32% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 4,892 | 452 | 0.0% | 0.0% | 297 | -14 | -0.29% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,874 | 450 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 4,812 | 445 | 0.0% | 0.0% | 299 | -41 | -0.84% | Q1 2026 | May 13, 2026 |
| First City Capital Management, Inc. | History | No change | 4,801 | 444 | 0.24% | 0.24% | 300 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vise Technologies, Inc. | History | No change | 4,664 | 438 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Management, Inc. | History | No change | 4,704 | 435 | 0.07% | 0.07% | 302 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 4,660 | 431 | 0.0% | 0.0% | 303 | +601 | 14.81% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,603 | 425 | 0.0% | 0.0% | 304 | -765 | -14.25% | Q1 2026 | Apr 30, 2026 |
| Wealth Preservation Advisors, LLC | History | Added to | 4,586 | 424 | 0.35% | 0.21% | 305 | +97 | 2.16% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 4,531 | 419 | 0.01% | 0.0% | 306 | +1,318 | 41.02% | Q1 2026 | May 12, 2026 |
| Meeder Advisory Services, Inc. | History | Added to | 4,505 | 416 | 0.02% | 0.02% | 307 | +72 | 1.62% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 4,457 | 412 | 0.01% | 0.01% | 308 | +56 | 1.27% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 4,455 | 412 | 0.0% | 0.0% | 309 | +19 | 0.43% | Q1 2026 | Apr 22, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 4,229 | 408 | 0.03% | 0.02% | 310 | +831 | 24.46% | Q1 2026 | May 12, 2026 |
| DOLIVER ADVISORS, LP | History | Reduced | 4,382 | 405 | 0.09% | 0.11% | 311 | -324 | -6.88% | Q1 2026 | Apr 08, 2026 |
| Richard Young Associates, Ltd. | History | Reduced | 4,304 | 398 | 0.3% | 0.34% | 312 | -300 | -6.52% | Q1 2026 | May 07, 2026 |
| Colonial Trust Advisors | History | Reduced | 4,194 | 388 | 0.03% | 0.04% | 313 | -1,294 | -23.58% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 4,146 | 383 | 0.01% | 0.0% | 314 | +1,413 | 51.7% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | Reduced | 4,083 | 377 | 0.0% | 0.0% | 315 | -12,179 | -74.89% | Q1 2026 | May 15, 2026 |
| Teza Capital Management LLC | History | New | 4,080 | 377 | 1.38% | — | 316 | +4,080 | New | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | New | 4,071 | 376 | 0.04% | — | 317 | +4,071 | New | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 3,996 | 369 | 0.0% | — | 318 | +3,996 | New | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,974 | 367 | 0.0% | 0.0% | 319 | -55 | -1.37% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Added to | 3,958 | 366 | 0.0% | 0.0% | 320 | +129 | 3.37% | Q1 2026 | May 12, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 3,869 | 364 | 0.07% | 0.07% | 321 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,872 | 364 | 0.01% | 0.01% | 322 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,897 | 360 | 0.01% | 0.01% | 323 | -2,688 | -40.82% | Q1 2026 | Apr 22, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 3,768 | 349 | 0.02% | 0.07% | 324 | -5,091 | -57.47% | Q1 2026 | May 08, 2026 |
| Atria Investments, Inc | History | Added to | 3,747 | 346 | 0.0% | 0.0% | 325 | +111 | 3.05% | Q1 2026 | May 05, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 3,742 | 346 | 0.0% | 0.0% | 326 | +87 | 2.38% | Q1 2026 | May 08, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 3,701 | 342 | 0.01% | — | 327 | +3,701 | New | Q1 2026 | Apr 20, 2026 |
| Palacios Wealth Management, LLC | History | New | 3,507 | 342 | 0.21% | — | 328 | +3,507 | New | Q1 2026 | May 11, 2026 |
| Crusonia Wealth Advisors LLC | History | Reduced | 3,673 | 339 | 0.07% | 0.1% | 329 | -1,084 | -22.79% | Q1 2026 | May 12, 2026 |
| Platform Technology Partners | History | New | 3,632 | 336 | 0.06% | — | 330 | +3,632 | New | Q1 2026 | Apr 27, 2026 |
| Bison Wealth, LLC | History | Added to | 3,647 | 335 | 0.03% | 0.03% | 331 | +175 | 5.04% | Q1 2026 | May 15, 2026 |
| FLYWHEEL PRIVATE WEALTH LLC | History | New | 3,601 | 333 | 0.19% | — | 333 | +3,601 | New | Q1 2026 | Apr 16, 2026 |
| WEST PACES ADVISORS INC. | History | No change | 3,600 | 333 | 0.06% | 0.07% | 332 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ISLAY CAPITAL MANAGEMENT, LLC | History | Reduced | 3,597 | 332 | 0.17% | 0.23% | 334 | -500 | -12.2% | Q1 2026 | May 14, 2026 |
| MAINSAIL ASSET MANAGEMENT, LLC | History | Added to | 3,593 | 332 | 0.15% | 0.14% | 335 | +2 | 0.06% | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 3,588 | 331 | 0.02% | 0.03% | 336 | -1,331 | -27.06% | Q1 2026 | Apr 21, 2026 |
| Peachtree Investment Partners, LLC | History | No change | 3,575 | 330 | 0.13% | 0.11% | 337 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 3,499 | 323 | 0.01% | 0.01% | 338 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,445 | 318 | 0.01% | 0.0% | 340 | +1,279 | 59.05% | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | Added to | 3,446 | 318 | 0.03% | 0.02% | 339 | +862 | 33.36% | Q1 2026 | May 06, 2026 |
| J.W. COLE ADVISORS, INC. | History | New | 3,433 | 317 | 0.01% | — | 341 | +3,433 | New | Q1 2026 | Apr 23, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 3,240 | 316 | 0.01% | 0.01% | 342 | -68 | -2.06% | Q1 2026 | May 04, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,412 | 315 | 0.0% | 0.0% | 343 | +260 | 8.25% | Q1 2026 | May 08, 2026 |
| INGALLS & SNYDER LLC | History | No change | 3,340 | 309 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Requisite Capital Management, LLC | History | Added to | 3,296 | 304 | 0.06% | 0.06% | 345 | +1 | 0.03% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 3,270 | 302 | 0.0% | 0.0% | 346 | +315 | 10.66% | Q1 2026 | May 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 3,255 | 301 | 0.01% | 0.01% | 347 | -227 | -6.52% | Q1 2026 | May 15, 2026 |
| Segment Wealth Management, LLC | History | No change | 3,229 | 298 | 0.02% | 0.02% | 348 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 3,211 | 297 | 0.0% | 0.0% | 349 | +579 | 22.0% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 3,193 | 295 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DAVENPORT & Co LLC | History | No change | 3,159 | 292 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| CIBC Asset Management Inc | History | No change | 3,151 | 291 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | No change | 3,146 | 291 | 0.01% | 0.01% | 353 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 3,146 | 291 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 3,137 | 290 | 0.0% | 0.0% | 355 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Emerald Investment Advisers, LLC | History | New | 3,080 | 284 | 0.03% | — | 356 | +3,080 | New | Q1 2026 | May 11, 2026 |
| GTS SECURITIES LLC | History | New | 3,009 | 278 | 0.01% | — | 357 | +3,009 | New | Q1 2026 | May 14, 2026 |
| Wedmont Private Capital | History | Added to | 2,855 | 277 | 0.01% | 0.01% | 359 | +56 | 2.0% | Q1 2026 | Apr 09, 2026 |
| Callahan Advisors, LLC | History | No change | 3,000 | 277 | 0.02% | 0.02% | 358 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Weil Company, Inc. | History | No change | 2,970 | 274 | 0.06% | 0.06% | 360 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| North Dakota State Investment Board | History | Reduced | 2,932 | 271 | 0.01% | 0.01% | 361 | -613 | -17.29% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 2,916 | 269 | 0.0% | 0.01% | 362 | -74,997 | -96.26% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 2,856 | 264 | 0.01% | 0.01% | 363 | -454 | -13.72% | Q1 2026 | Apr 24, 2026 |
| Abel Hall, LLC | History | Added to | 2,857 | 264 | 0.06% | 0.06% | 364 | +196 | 7.37% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,833 | 262 | 0.0% | 0.0% | 365 | +252 | 9.76% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 2,789 | 258 | 0.0% | 0.0% | 366 | +420 | 17.73% | Q1 2026 | May 15, 2026 |
| HANOVER ADVISORS INC | History | No change | 2,780 | 257 | 0.1% | 0.1% | 367 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trail Ridge Investment Advisors, LLC | History | No change | 2,762 | 255 | 0.11% | 0.11% | 368 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FourThought Financial Partners, LLC | History | Added to | 2,739 | 253 | 0.02% | 0.02% | 369 | +195 | 7.67% | Q1 2026 | May 07, 2026 |
| Compound Planning, Inc. | History | Added to | 2,610 | 241 | 0.01% | 0.01% | 370 | +201 | 8.34% | Q1 2026 | May 14, 2026 |
| Voleon Capital Management LP | History | New | 2,601 | 240 | 0.01% | — | 372 | +2,601 | New | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | No change | 2,600 | 240 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| MQS Management LLC | History | New | 2,580 | 238 | 0.16% | — | 374 | +2,580 | New | Q1 2026 | Apr 23, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | Reduced | 2,582 | 238 | 0.0% | 0.0% | 373 | -213 | -7.62% | Q1 2026 | Apr 29, 2026 |
| Vident Advisory, LLC | History | Added to | 2,559 | 236 | 0.0% | 0.0% | 375 | +80 | 3.23% | Q1 2026 | May 14, 2026 |
| Peak Asset Management, LLC | History | Reduced | 2,527 | 233 | 0.04% | 0.05% | 376 | -600 | -19.19% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | New | 2,516 | 232 | 0.0% | — | 377 | +2,516 | New | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 2,488 | 230 | 0.0% | 0.0% | 378 | +77 | 3.19% | Q1 2026 | May 13, 2026 |
| BUILDER INVESTMENT GROUP INC /ADV | History | No change | 2,422 | 224 | 0.05% | 0.05% | 379 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| LEAVELL INVESTMENT MANAGEMENT, INC. | History | Added to | 2,382 | 220 | 0.01% | 0.01% | 380 | +12 | 0.51% | Q1 2026 | May 12, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 2,350 | 217 | 0.01% | 0.01% | 381 | +28 | 1.21% | Q1 2026 | Apr 28, 2026 |
| Biltmore Family Office, LLC | History | No change | 2,336 | 216 | 0.03% | 0.03% | 382 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AE Wealth Management LLC | History | New | 2,326 | 215 | 0.0% | — | 383 | +2,326 | New | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,313 | 214 | 0.0% | 0.0% | 384 | -47 | -1.99% | Q1 2026 | May 04, 2026 |
| Abacus Planning Group, Inc. | History | No change | 2,286 | 211 | 0.03% | 0.03% | 385 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 2,265 | 209 | 0.01% | 0.01% | 386 | -42 | -1.82% | Q1 2026 | May 14, 2026 |
| Ceeto Capital Group, LLC | History | No change | 2,258 | 209 | 0.06% | 0.06% | 387 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,241 | 207 | 0.0% | 0.0% | 388 | +789 | 54.34% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Reduced | 2,248 | 207 | 0.0% | 0.01% | 389 | -255 | -10.19% | Q1 2026 | May 13, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 2,222 | 205 | 0.03% | 0.02% | 390 | +710 | 46.96% | Q1 2026 | Apr 07, 2026 |
| Mill Capital Management, LLC | History | Reduced | 2,214 | 204 | 0.02% | 0.02% | 391 | -225 | -9.23% | Q1 2026 | May 04, 2026 |
| Jump Financial, LLC | History | New | 2,184 | 202 | 0.0% | — | 392 | +2,184 | New | Q1 2026 | May 14, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 2,174 | 201 | 0.02% | 0.02% | 393 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Hamilton Wealth, LLC | History | No change | 2,178 | 201 | 0.01% | 0.04% | 394 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Allworth Financial LP | History | New | 2,152 | 199 | 0.0% | — | 395 | +2,152 | New | Q1 2026 | May 14, 2026 |
| Oakworth Capital, Inc. | History | No change | 2,122 | 196 | 0.01% | 0.01% | 396 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Added to | 2,111 | 195 | 0.01% | 0.01% | 397 | +146 | 7.43% | Q1 2026 | Apr 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,861 | 172 | 0.0% | 0.0% | 398 | +134 | 7.76% | Q1 2026 | Apr 30, 2026 |
| Daytona Street Capital LLC | History | No change | 11,200 | 157 | 0.12% | 0.13% | 399 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,614 | 149 | 0.0% | 0.0% | 400 | -35 | -2.12% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 1,513 | 139 | 0.0% | 0.0% | 401 | +141 | 10.28% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 1,220 | 112 | 0.0% | — | 402 | +1,220 | New | Q1 2026 | May 15, 2026 |
| Corsicana & Co. | History | No change | 1,200 | 111 | 0.07% | 0.06% | 403 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Added to | 1,046 | 96 | 0.0% | 0.0% | 404 | +64 | 6.52% | Q1 2026 | Apr 20, 2026 |
| BFSG, LLC | History | No change | 1,030 | 95 | 0.01% | 0.01% | 405 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 982 | 90 | 0.01% | 0.01% | 406 | +554 | 129.44% | Q1 2026 | Apr 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 970 | 89 | 0.0% | 0.0% | 408 | +390 | 67.24% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 968 | 89 | 0.0% | 0.0% | 407 | +114 | 13.35% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 944 | 87 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | No change | 892 | 82 | 0.0% | 0.0% | 410 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 830 | 75 | 0.0% | 0.0% | 411 | -13 | -1.54% | Q1 2026 | May 08, 2026 |
| State of Wyoming | History | Reduced | 787 | 72 | 0.01% | 0.01% | 412 | -309 | -28.19% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 772 | 71 | 0.0% | 0.0% | 414 | +624 | 421.62% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | Reduced | 769 | 71 | 0.0% | 0.0% | 413 | -44 | -5.41% | Q1 2026 | Apr 30, 2026 |
| Collier Financial | History | Added to | 761 | 70 | 0.05% | 0.05% | 415 | +5 | 0.66% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 689 | 64 | 0.04% | 0.04% | 416 | -197 | -22.23% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 683 | 63 | 0.0% | 0.0% | 417 | -329 | -32.51% | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 650 | 61 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Caldwell Trust Co | History | No change | 621 | 57 | 0.01% | 0.01% | 419 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 589 | 54 | 0.01% | 0.01% | 420 | +62 | 11.76% | Q1 2026 | May 11, 2026 |
| GHP Investment Advisors, Inc. | History | New | 561 | 51 | 0.0% | — | 421 | +561 | New | Q1 2026 | Apr 21, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 526 | 48 | 0.0% | 0.0% | 422 | +154 | 41.4% | Q1 2026 | May 08, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 513 | 47 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TFC Financial Management, Inc. | History | Added to | 502 | 46 | 0.01% | 0.01% | 424 | +3 | 0.6% | Q1 2026 | Apr 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 480 | 44 | 0.0% | 0.0% | 425 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 465 | 43 | 0.0% | 0.0% | 426 | +112 | 31.73% | Q1 2026 | May 11, 2026 |
| Quarry LP | History | Added to | 463 | 42 | 0.01% | 0.0% | 427 | +427 | 1186.11% | Q1 2026 | May 15, 2026 |
| Wellington Grp LLC | History | No change | 460 | 42 | 0.01% | 0.01% | 428 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| SIMPLEX TRADING, LLC | History | New | 436 | 40 | 0.0% | — | 429 | +436 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 420 | 38 | 0.0% | 0.0% | 430 | +210 | 100.0% | Q1 2026 | Apr 24, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 398 | 37 | 0.03% | 0.0% | 431 | +341 | 598.25% | Q1 2026 | Apr 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 393 | 36 | 0.0% | 0.0% | 432 | +194 | 97.49% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 382 | 35 | 0.0% | 0.0% | 433 | -128 | -25.1% | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 285 | 26 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | No change | 279 | 25 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 267 | 24 | 0.01% | 0.02% | 437 | -280 | -51.19% | Q1 2026 | May 21, 2026 |
| Arax Advisory Partners | History | Added to | 264 | 24 | 0.0% | 0.0% | 436 | +82 | 45.05% | Q1 2026 | May 13, 2026 |
| V-Square Quantitative Management LLC | History | No change | 238 | 22 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 226 | 20 | 0.0% | 0.0% | 439 | -422 | -65.12% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 197 | 18 | 0.01% | 0.01% | 440 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 187 | 17 | 0.0% | — | 442 | +187 | New | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 188 | 17 | 0.0% | 0.0% | 441 | +59 | 45.74% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 166 | 15 | 0.0% | — | 443 | +166 | New | Q1 2026 | Apr 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 154 | 14 | 0.0% | 0.0% | 444 | -566 | -78.61% | Q1 2026 | May 15, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | New | 160 | 14 | 0.0% | — | 446 | +160 | New | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 160 | 14 | 0.0% | 0.0% | 445 | +25 | 18.52% | Q1 2026 | Apr 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 146 | 13 | 0.0% | — | 450 | +146 | New | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Reduced | 141 | 13 | 0.0% | 0.0% | 449 | -43 | -23.37% | Q1 2026 | Apr 13, 2026 |
| NFSG Corp | History | No change | 141 | 13 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| City State Bank | History | No change | 150 | 13 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 123 | 11 | 0.0% | 0.0% | 452 | -41 | -25.0% | Q1 2026 | Apr 16, 2026 |
| GODSEY & GIBB, INC | History | No change | 120 | 11 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CVA Family Office, LLC | History | New | 109 | 10 | 0.0% | — | 453 | +109 | New | Q1 2026 | Apr 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 106 | 9 | 0.0% | 0.0% | 454 | -381 | -78.23% | Q1 2026 | May 07, 2026 |
| LRI Investments, LLC | History | New | 88 | 8 | 0.0% | — | 458 | +88 | New | Q1 2026 | Apr 30, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 87 | 8 | 0.0% | 0.0% | 455 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 87 | 8 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Red Tortoise LLC | History | No change | 93 | 8 | 0.0% | 0.0% | 457 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CX Institutional | History | New | 72 | 7 | 0.0% | — | 459 | +72 | New | Q1 2026 | Apr 06, 2026 |
| Quent Capital, LLC | History | Reduced | 59 | 5 | 0.0% | 0.0% | 462 | -139 | -70.2% | Q1 2026 | Apr 28, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 57 | 5 | 0.0% | 0.0% | 463 | +10 | 21.28% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 57 | 5 | 0.0% | 0.0% | 460 | +5 | 9.62% | Q1 2026 | Apr 20, 2026 |
| Key FInancial Inc | History | No change | 58 | 5 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MidFirst Bank | History | Reduced | 47 | 4 | 0.0% | 0.03% | 467 | -4,179 | -98.89% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | New | 52 | 4 | 0.0% | — | 468 | +52 | New | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 52 | 4 | 0.0% | — | 465 | +49 | 1633.33% | Q1 2026 | May 13, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 50 | 4 | 0.0% | 0.0% | 466 | +6 | 13.64% | Q1 2026 | Apr 17, 2026 |
| North Star Investment Management Corp. | History | No change | 44 | 4 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Torren Management, LLC | History | Reduced | 23 | 2 | 0.0% | 0.03% | 473 | -707 | -96.85% | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | New | 30 | 2 | 0.0% | — | 478 | +30 | New | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 28 | 2 | 0.0% | — | 477 | +28 | New | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | New | 27 | 2 | 0.0% | — | 475 | +27 | New | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 30 | 2 | 0.0% | — | 472 | +25 | 500.0% | Q1 2026 | May 11, 2026 |
| Ascentis Independent Advisors | History | New | 25 | 2 | 0.0% | — | 476 | +25 | New | Q1 2026 | Apr 28, 2026 |
| TD Capital Management LLC | History | New | 23 | 2 | 0.0% | — | 474 | +23 | New | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 23 | 2 | 0.0% | 0.0% | 471 | -17 | -42.5% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 23 | 2 | 0.0% | 0.0% | 469 | +12 | 109.09% | Q1 2026 | Apr 23, 2026 |
| Imprint Wealth LLC | History | No change | 30 | 2 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 479 | -347 | -94.55% | Q1 2026 | May 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 20 | 1 | 0.0% | — | 486 | +20 | New | Q1 2026 | Apr 17, 2026 |
| Cornerstone Financial Management LLC | History | New | 15 | 1 | 0.0% | — | 488 | +15 | New | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 14 | 1 | 0.0% | — | 487 | +14 | New | Q1 2026 | May 15, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 21 | 1 | 0.0% | 0.0% | 484 | +8 | 61.54% | Q1 2026 | May 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 12 | 1 | 0.0% | — | 481 | +5 | 71.43% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 12 | 1 | 0.0% | 0.0% | 483 | +1 | 9.09% | Q1 2026 | Apr 08, 2026 |
| Marquette Asset Management, LLC | History | No change | 19 | 1 | 0.0% | 0.0% | 480 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Cromwell Holdings LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WPG Advisers, LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 485 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Select Equity Group, L.P. | History | Closed out | 0 | 0 | — | 0.13% | — | -323,140 | -100.0% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.27% | — | -125,005 | -100.0% | Q1 2026 | Apr 28, 2026 |
| North Reef Capital Management LP | History | Closed out | 0 | 0 | — | 0.34% | — | -90,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -52,481 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -32,674 | -100.0% | Q1 2026 | May 15, 2026 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.14% | — | -32,661 | -100.0% | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,579 | -100.0% | Q1 2026 | May 13, 2026 |
| Forest Hill Capital, LLC | History | Closed out | 0 | 0 | — | 1.2% | — | -25,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -22,875 | -100.0% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -17,530 | -100.0% | Q1 2026 | May 15, 2026 |
| Ferguson Shapiro LLC | History | Closed out | 0 | 0 | — | 0.38% | — | -13,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,805 | -100.0% | Q1 2026 | May 06, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,032 | -100.0% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.21% | — | -9,836 | -100.0% | Q1 2026 | May 13, 2026 |
| Verdence Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -8,096 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -6,697 | -100.0% | Q1 2026 | May 12, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Closed out | 0 | 0 | — | 0.03% | — | -6,660 | -100.0% | Q1 2026 | May 12, 2026 |
| Minerva Advisors LLC | History | Closed out | 0 | 0 | — | 0.36% | — | -5,661 | -100.0% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,086 | -100.0% | Q1 2026 | May 11, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,808 | -100.0% | Q1 2026 | May 15, 2026 |
| Black Diamond Financial, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,704 | -100.0% | Q1 2026 | May 05, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,654 | -100.0% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,596 | -100.0% | Q1 2026 | May 11, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,279 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -4,172 | -100.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -3,920 | -100.0% | Q1 2026 | May 11, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -3,878 | -100.0% | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,831 | -100.0% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,032 | -100.0% | Q1 2026 | Apr 29, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -2,879 | -100.0% | Q1 2026 | May 14, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,842 | -100.0% | Q1 2026 | May 01, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,721 | -100.0% | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,700 | -100.0% | Q1 2026 | May 12, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,512 | -100.0% | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -2,311 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Keyes, Stange & Wooten Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,274 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Perigon Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,228 | -100.0% | Q1 2026 | Apr 10, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.0% | — | -2,165 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Southeast Asset Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,157 | -100.0% | Q1 2026 | May 13, 2026 |
| Sagewood Asset Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -2,156 | -100.0% | Q1 2026 | May 13, 2026 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,130 | -100.0% | Q1 2026 | Apr 23, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Closed out | 0 | 0 | — | 0.01% | — | -1,500 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 07, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 12, 2026 |
| Cresta Advisors, Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -255 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 14, 2026 |
| Commonwealth Retirement Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 11, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | Apr 17, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -64 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Acumen Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 27, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 05, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -6 | -54.55% | Q1 2026 | Apr 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 30, 2026 |
| Bare Financial Services, Inc | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 17, 2026 |
| SHP Wealth Management | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Activest Wealth Management | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| TopTier Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 05, 2026 |
| Prestige Wealth Management Group LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 3 | 0 | — | — | — | -1 | -25.0% | Q1 2026 | May 13, 2026 |
| American Capital Advisory, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 04, 2026 |
| IMA Advisory Services, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ORG Partners LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |