STEWART INFORMATION SERVICES CORP - STC
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,127,040 | 315,723 | 0.01% | 0.01% | 1 | +349,965 | 7.33% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 2,734,635 | 168,398 | 0.01% | 0.01% | 2 | +19,334 | 0.71% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,569,225 | 158,212 | 0.12% | 0.11% | 3 | +417,505 | 19.4% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 2,044,758 | 143,664 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,542,240 | 94,970 | 0.02% | 0.02% | 5 | +1,887 | 0.12% | Q1 2026 | May 07, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,489,626 | 90,867 | 0.15% | 0.18% | 6 | -136,719 | -8.41% | Q1 2026 | May 05, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,329,705 | 81,883 | 0.0% | — | 7 | +1,329,705 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,296,960 | 79,866 | 0.0% | 0.0% | 8 | +63,012 | 5.11% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Added to | 858,416 | 52,861 | 0.01% | 0.01% | 9 | +16,339 | 1.94% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 807,996 | 49,756 | 0.02% | 0.02% | 10 | +106,848 | 15.24% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 737,349 | 45,415 | 0.0% | 0.0% | 11 | +73,724 | 11.11% | Q1 2026 | May 15, 2026 |
| COOKE & BIELER LP | History | Added to | 628,521 | 38,704 | 0.44% | 0.41% | 12 | +65,518 | 11.64% | Q1 2026 | May 04, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 605,659 | 37,296 | 0.0% | — | 13 | +605,659 | New | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 498,607 | 30,704 | 0.0% | 0.01% | 14 | -671 | -0.13% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 484,841 | 29,856 | 0.0% | 0.0% | 15 | +161,497 | 49.95% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 443,859 | 27,332 | 0.0% | 0.0% | 16 | -31,766 | -6.68% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 390,532 | 23,861 | 0.13% | 0.14% | 17 | +24,972 | 6.83% | Q1 2026 | Apr 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 360,826 | 22,219 | 0.01% | 0.03% | 18 | -377,193 | -51.11% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 352,161 | 21,686 | 0.0% | 0.0% | 19 | +29,141 | 9.02% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 338,714 | 20,858 | 0.01% | 0.01% | 20 | -15,357 | -4.34% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 321,637 | 19,806 | 0.0% | 0.0% | 21 | -28,471 | -8.13% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 261,931 | 16,129 | 0.0% | 0.0% | 22 | +4,295 | 1.67% | Q1 2026 | May 05, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 256,938 | 15,822 | 1.54% | 1.83% | 23 | -7,764 | -2.93% | Q1 2026 | May 04, 2026 |
| Zimmer Partners, LP | History | Reduced | 245,942 | 15,145 | 0.37% | 0.66% | 24 | -108,465 | -30.6% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 229,772 | 14,149 | 0.0% | 0.0% | 25 | +70,435 | 44.21% | Q1 2026 | Apr 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 217,488 | 13,392 | 0.0% | 0.0% | 26 | +32,137 | 17.34% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 215,213 | 13,252 | 0.0% | 0.0% | 27 | +2,631 | 1.24% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 213,827 | 13,167 | 0.02% | 0.03% | 28 | +881 | 0.41% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 195,279 | 12,025 | 0.0% | — | 29 | +195,279 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 181,135 | 11,154 | 0.0% | 0.0% | 30 | -13,566 | -6.97% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 146,870 | 9,044 | 0.0% | 0.0% | 31 | +13,317 | 9.97% | Q1 2026 | May 04, 2026 |
| RBF Capital, LLC | History | No change | 145,540 | 8,962 | 0.44% | 0.45% | 32 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 138,257 | 8,513 | 0.03% | 0.03% | 33 | +4,550 | 3.4% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 125,618 | 7,735 | 0.01% | 0.02% | 34 | +3,839 | 3.15% | Q1 2026 | May 14, 2026 |
| HEARTLAND ADVISORS INC | History | No change | 125,000 | 7,697 | 0.39% | 0.47% | 35 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 123,211 | 7,587 | 0.01% | 0.01% | 36 | +33,136 | 36.79% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | Added to | 114,143 | 7,028 | 0.01% | 0.01% | 37 | +4,542 | 4.14% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 109,979 | 6,772 | 0.01% | 0.01% | 38 | +32,983 | 42.84% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 109,052 | 6,664 | 0.0% | 0.0% | 39 | -2,353 | -2.11% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 108,115 | 6,657 | 0.02% | 0.02% | 40 | +11,135 | 11.48% | Q1 2026 | May 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 106,381 | 6,550 | 0.48% | 0.5% | 41 | -3,068 | -2.8% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 104,731 | 6,449 | 0.03% | 0.02% | 42 | +31,402 | 42.82% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 102,930 | 6,338 | 0.0% | 0.0% | 43 | -7,373 | -6.68% | Q1 2026 | May 04, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 102,547 | 6,314 | 0.03% | 0.02% | 44 | +15,801 | 18.22% | Q1 2026 | May 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Added to | 101,466 | 6,199 | 0.01% | 0.01% | 45 | +176 | 0.17% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 84,997 | 5,234 | 0.0% | 0.0% | 46 | +6,547 | 8.35% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 80,187 | 4,937 | 0.01% | 0.01% | 47 | -12,900 | -13.86% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 78,803 | 4,852 | 0.0% | 0.0% | 48 | +1,148 | 1.48% | Q1 2026 | May 13, 2026 |
| Burkehill Global Management, LP | History | No change | 75,000 | 4,618 | 0.23% | 0.35% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 75,046 | 4,585 | 0.0% | 0.0% | 50 | -38,046 | -33.64% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 74,388 | 4,580 | 0.0% | 0.0% | 51 | -1,545 | -2.03% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 71,512 | 4,403 | 0.0% | 0.0% | 52 | +56,450 | 374.78% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 68,138 | 4,195 | 0.0% | 0.0% | 53 | -20,735 | -23.33% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 65,001 | 4,002 | 0.0% | 0.0% | 54 | -331 | -0.51% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 64,046 | 3,944 | 0.0% | 0.0% | 55 | +812 | 1.28% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 62,259 | 3,833 | 0.0% | 0.0% | 56 | -976 | -1.54% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Added to | 59,200 | 3,645 | 0.0% | 0.0% | 57 | +3,900 | 7.05% | Q1 2026 | May 07, 2026 |
| Vident Advisory, LLC | History | Added to | 55,554 | 3,421 | 0.03% | 0.03% | 58 | +2,865 | 5.44% | Q1 2026 | May 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | New | 54,742 | 3,371 | 0.13% | — | 59 | +54,742 | New | Q1 2026 | Apr 23, 2026 |
| BARCLAYS PLC | History | Reduced | 47,477 | 2,923 | 0.0% | 0.0% | 60 | -3,345 | -6.58% | Q1 2026 | May 14, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 41,633 | 2,563 | 0.2% | 0.21% | 61 | +4,200 | 11.22% | Q1 2026 | May 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 37,408 | 2,303 | 0.0% | 0.0% | 62 | +11,058 | 41.97% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 37,214 | 2,292 | 0.0% | 0.01% | 63 | -775 | -2.04% | Q1 2026 | Apr 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 32,627 | 2,292 | 0.0% | 0.0% | 64 | +117 | 0.36% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 34,667 | 2,135 | 0.0% | 0.0% | 65 | +7,289 | 26.62% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 34,527 | 2,126 | 0.0% | 0.0% | 66 | -6,390 | -15.62% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | New | 34,186 | 2,105 | 0.0% | — | 67 | +34,186 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 34,143 | 2,102 | 0.0% | 0.0% | 68 | +15,754 | 85.67% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 33,984 | 2,092 | 0.0% | 0.0% | 69 | +2,063 | 6.46% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 32,124 | 1,978 | 0.0% | 0.0% | 70 | +2,927 | 10.03% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 31,103 | 1,915 | 0.0% | 0.0% | 71 | +22 | 0.07% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 30,836 | 1,898 | 0.0% | 0.0% | 72 | +4,745 | 18.19% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | New | 30,817 | 1,897 | 0.01% | — | 73 | +30,817 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 27,345 | 1,683 | 0.03% | 0.02% | 74 | +18,163 | 197.81% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 26,665 | 1,642 | 0.0% | 0.0% | 75 | +3,651 | 15.86% | Q1 2026 | May 06, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 26,649 | 1,641 | 0.01% | — | 76 | +26,649 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 25,515 | 1,571 | 0.0% | 0.0% | 77 | +17,095 | 203.03% | Q1 2026 | May 11, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 25,461 | 1,567 | 0.02% | 0.04% | 78 | -9,607 | -27.4% | Q1 2026 | Apr 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 25,392 | 1,563 | 0.02% | 0.01% | 79 | +9,488 | 59.66% | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 25,030 | 1,539 | 0.0% | 0.0% | 80 | +992 | 4.13% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 22,000 | 1,354 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 20,550 | 1,265 | 0.0% | 0.0% | 82 | -7,356 | -26.36% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 20,371 | 1,254 | 0.0% | — | 83 | +20,371 | New | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 20,173 | 1,242 | 0.0% | 0.0% | 84 | +916 | 4.76% | Q1 2026 | May 01, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 20,096 | 1,237 | 0.0% | — | 85 | +20,096 | New | Q1 2026 | May 08, 2026 |
| VARCOV Co. | History | Added to | 19,699 | 1,213 | 0.45% | 0.18% | 86 | +13,138 | 200.24% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 18,511 | 1,139 | 0.0% | — | 87 | +18,511 | New | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 17,030 | 1,048 | 0.01% | 0.02% | 88 | -14,964 | -46.77% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 16,850 | 1,037 | 0.01% | 0.0% | 89 | +15,923 | 1717.69% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 16,410 | 1,010 | 0.01% | 0.01% | 90 | +1,192 | 7.83% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 16,226 | 999 | 0.0% | 0.0% | 91 | -1,255 | -7.18% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 16,128 | 992 | 0.01% | 0.01% | 92 | +649 | 4.19% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 16,116 | 992 | 0.01% | 0.01% | 93 | +308 | 1.95% | Q1 2026 | May 05, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 15,101 | 929 | 0.0% | 0.0% | 94 | +8,900 | 143.53% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 14,534 | 895 | 0.0% | 0.0% | 95 | -37,939 | -72.3% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 14,481 | 891 | 0.0% | 0.0% | 96 | -234 | -1.59% | Q1 2026 | May 11, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 14,357 | 884 | 0.05% | 0.05% | 97 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 14,113 | 869 | 0.0% | 0.0% | 98 | +1,180 | 9.12% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 14,055 | 865 | 0.0% | 0.0% | 99 | -1,458 | -9.4% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 13,814 | 850 | 0.0% | 0.0% | 100 | -1,539 | -10.02% | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 13,400 | 825 | 0.01% | 0.02% | 101 | +600 | 4.69% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 13,253 | 816 | 0.0% | 0.0% | 102 | +359 | 2.78% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 13,166 | 810 | 0.0% | 0.0% | 103 | -8,508 | -39.25% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 13,079 | 805 | 0.0% | — | 104 | +13,079 | New | Q1 2026 | May 08, 2026 |
| Unison Advisors LLC | History | Added to | 13,032 | 802 | 0.06% | 0.08% | 105 | +97 | 0.75% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,460 | 767 | 0.0% | 0.0% | 106 | +6,494 | 108.85% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 11,807 | 727 | 0.01% | 0.0% | 107 | +10,880 | 1173.68% | Q1 2026 | Apr 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 11,765 | 723 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 11,353 | 699 | 0.0% | 0.0% | 109 | +7,818 | 221.16% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 11,225 | 691 | 0.0% | 0.0% | 110 | +4,966 | 79.34% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,477 | 677 | 0.0% | 0.0% | 111 | +11,440 | 30918.92% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | New | 10,805 | 665 | 0.0% | — | 112 | +10,805 | New | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Added to | 10,428 | 642 | 0.02% | 0.02% | 113 | +1,868 | 21.82% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 10,400 | 640 | 0.0% | 0.0% | 114 | +2,300 | 28.4% | Q1 2026 | Apr 28, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 9,745 | 600 | 0.0% | 0.0% | 115 | -2,312 | -19.18% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,700 | 597 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 8,445 | 593 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,526 | 586 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 8,880 | 546 | 0.0% | 0.0% | 119 | -1,648 | -15.65% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,649 | 532 | 0.0% | 0.0% | 120 | +8,554 | 9004.21% | Q1 2026 | May 01, 2026 |
| AMALGAMATED BANK | History | Added to | 8,625 | 531 | 0.0% | 0.0% | 121 | +495 | 6.09% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 8,539 | 525 | 0.02% | 0.06% | 122 | -17,185 | -66.81% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 8,273 | 509 | 0.02% | 0.02% | 123 | -298 | -3.48% | Q1 2026 | May 11, 2026 |
| ALGERT GLOBAL LLC | History | New | 8,240 | 507 | 0.01% | — | 124 | +8,240 | New | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Added to | 8,219 | 506 | 0.0% | 0.0% | 125 | +342 | 4.34% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 8,054 | 495 | 0.01% | 0.01% | 126 | +524 | 6.96% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,697 | 473 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 7,635 | 469 | 0.0% | 0.0% | 128 | +671 | 9.64% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | New | 7,585 | 467 | 0.0% | — | 129 | +7,585 | New | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 7,562 | 465 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 7,488 | 461 | 0.0% | — | 131 | +7,488 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 7,474 | 460 | 0.0% | 0.0% | 132 | +536 | 7.73% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,995 | 430 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 6,987 | 429 | 0.0% | 0.0% | 134 | +683 | 10.83% | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 6,897 | 424 | 0.01% | 0.01% | 135 | +500 | 7.82% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,883 | 423 | 0.0% | — | 136 | +6,883 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 6,600 | 406 | 0.0% | 0.0% | 137 | +600 | 10.0% | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 6,549 | 403 | 0.0% | 0.0% | 138 | +957 | 17.11% | Q1 2026 | May 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 6,470 | 398 | 0.04% | — | 139 | +6,470 | New | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | New | 5,703 | 351 | 0.0% | — | 140 | +5,703 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 4,870 | 342 | 0.02% | 0.02% | 141 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Brevan Howard Capital Management LP | History | New | 5,529 | 340 | 0.0% | — | 142 | +5,529 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 5,256 | 324 | 0.0% | 0.0% | 143 | -8,984 | -63.09% | Q1 2026 | Apr 16, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,907 | 302 | 0.0% | 0.0% | 144 | -160 | -3.16% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,807 | 296 | 0.0% | 0.0% | 145 | -14,789 | -75.47% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,739 | 291 | 0.0% | 0.0% | 147 | -833 | -14.95% | Q1 2026 | Apr 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,735 | 291 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 4,679 | 288 | 0.0% | — | 149 | +4,679 | New | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,683 | 288 | 0.0% | 0.0% | 148 | -724 | -13.39% | Q1 2026 | Apr 24, 2026 |
| DRW Securities, LLC | History | New | 4,579 | 281 | 0.0% | — | 150 | +4,579 | New | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,508 | 277 | 0.0% | 0.0% | 151 | +715 | 18.85% | Q1 2026 | Apr 22, 2026 |
| XPONANCE LLC | History | New | 4,497 | 276 | 0.0% | — | 152 | +4,497 | New | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 4,378 | 269 | 0.01% | 0.01% | 153 | +287 | 7.02% | Q1 2026 | May 04, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,302 | 264 | 0.02% | — | 156 | +4,302 | New | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 4,288 | 264 | 0.0% | 0.01% | 155 | -2,612 | -37.86% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 4,293 | 264 | 0.0% | 0.0% | 154 | -5 | -0.12% | Q1 2026 | Apr 22, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 4,161 | 256 | 0.01% | 0.01% | 157 | +40 | 0.97% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 3,848 | 236 | 0.0% | 0.0% | 158 | -111 | -2.8% | Q1 2026 | Apr 30, 2026 |
| BAILARD, INC. | History | New | 3,800 | 234 | 0.01% | — | 159 | +3,800 | New | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 3,741 | 230 | 0.0% | 0.0% | 160 | +679 | 22.18% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,672 | 226 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,592 | 221 | 0.0% | 0.0% | 162 | -199 | -5.25% | Q1 2026 | May 14, 2026 |
| Odyssean, LLC | History | New | 3,539 | 217 | 0.08% | — | 164 | +3,539 | New | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | New | 3,534 | 217 | 0.0% | — | 163 | +3,534 | New | Q1 2026 | Apr 16, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,459 | 213 | 0.0% | 0.0% | 165 | +256 | 7.99% | Q1 2026 | May 07, 2026 |
| Verdad Advisers, LP | History | New | 3,326 | 204 | 0.23% | — | 166 | +3,326 | New | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 3,273 | 201 | 0.0% | — | 167 | +3,273 | New | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,197 | 196 | 0.0% | 0.0% | 168 | +523 | 19.56% | Q1 2026 | May 08, 2026 |
| Penserra Capital Management LLC | History | Added to | 3,171 | 195 | 0.0% | 0.0% | 169 | +64 | 2.06% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 2,462 | 151 | 0.0% | 0.0% | 170 | +138 | 5.94% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,285 | 140 | 0.0% | 0.0% | 171 | +288 | 14.42% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 2,228 | 137 | 0.0% | 0.0% | 172 | -34 | -1.5% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,950 | 120 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | New | 1,923 | 118 | 0.01% | — | 174 | +1,923 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,707 | 104 | 0.0% | 0.0% | 175 | +116 | 7.29% | Q1 2026 | Apr 07, 2026 |
| Copeland Capital Management, LLC | History | Added to | 1,199 | 73 | 0.0% | 0.0% | 176 | +80 | 7.15% | Q1 2026 | May 06, 2026 |
| KBC Group NV | History | No change | 1,012 | 62 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 997 | 61 | 0.0% | 0.0% | 178 | -611 | -38.0% | Q1 2026 | Apr 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 980 | 60 | 0.0% | 0.0% | 179 | +43 | 4.59% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 930 | 57 | 0.0% | 0.0% | 180 | +350 | 60.34% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 844 | 51 | 0.0% | 0.0% | 181 | +16 | 1.93% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 669 | 41 | 0.0% | 0.01% | 182 | -494 | -42.48% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 583 | 35 | 0.0% | 0.0% | 183 | +11 | 1.92% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 562 | 34 | 0.0% | 0.0% | 184 | -157 | -21.84% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 509 | 30 | 0.0% | 0.0% | 185 | +306 | 150.74% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 439 | 27 | 0.0% | 0.0% | 186 | +28 | 6.81% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 425 | 26 | 0.0% | 0.0% | 187 | +393 | 1228.13% | Q1 2026 | May 01, 2026 |
| Blue Trust, Inc. | History | Reduced | 427 | 26 | 0.0% | 0.0% | 188 | -107 | -20.04% | Q1 2026 | Apr 20, 2026 |
| Caitlin John, LLC | History | No change | 427 | 26 | 0.02% | 0.02% | 189 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 391 | 24 | 0.0% | 0.0% | 190 | +225 | 135.54% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 360 | 22 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 299 | 18 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 278 | 17 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | Reduced | 271 | 16 | 0.0% | 0.0% | 194 | -80 | -22.79% | Q1 2026 | May 11, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 237 | 14 | 0.0% | 0.01% | 195 | -703 | -74.79% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 229 | 14 | 0.0% | 0.0% | 196 | +2 | 0.88% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 205 | 13 | 0.0% | 0.0% | 197 | -5 | -2.38% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 210 | 12 | 0.0% | 0.0% | 199 | -305 | -59.22% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 208 | 12 | 0.0% | — | 200 | +208 | New | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 175 | 12 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 180 | 11 | 0.01% | — | 201 | +180 | New | Q1 2026 | May 05, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 173 | 10 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 152 | 9 | 0.0% | 0.0% | 203 | +55 | 56.7% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 130 | 8 | 0.0% | 0.0% | 205 | +22 | 20.37% | Q1 2026 | May 07, 2026 |
| NBC SECURITIES, INC. | History | No change | 141 | 8 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Parallel Advisors, LLC | History | No change | 115 | 7 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 49,931 | 6 | 0.0% | — | 210 | +95 | 0.19% | Q1 2026 | Apr 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 104 | 6 | 0.0% | 0.0% | 208 | +78 | 300.0% | Q1 2026 | Apr 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 107 | 6 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | No change | 91 | 6 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 86 | 5 | 0.0% | 0.0% | 213 | -348 | -80.18% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 83 | 5 | 0.0% | 0.0% | 212 | -4 | -4.6% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 56 | 3 | 0.0% | 0.0% | 214 | +18 | 47.37% | Q1 2026 | May 13, 2026 |
| Private Wealth Management Group, LLC | History | Added to | 56 | 3 | 0.0% | 0.0% | 215 | +15 | 36.59% | Q1 2026 | Apr 23, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 38 | 2 | 0.0% | 0.0% | 218 | -88 | -69.84% | Q1 2026 | Apr 16, 2026 |
| Root Financial Partners, LLC | History | Reduced | 47 | 2 | 0.0% | 0.0% | 219 | -48 | -50.53% | Q1 2026 | Apr 24, 2026 |
| Quarry LP | History | New | 39 | 2 | 0.0% | — | 221 | +39 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 36 | 2 | 0.0% | 0.0% | 217 | -36 | -50.0% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 33 | 2 | 0.0% | — | 222 | +33 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 42 | 2 | 0.0% | 0.0% | 216 | -29 | -40.85% | Q1 2026 | May 07, 2026 |
| Bare Financial Services, Inc | History | Reduced | 33 | 2 | 0.0% | 0.0% | 220 | -7 | -17.5% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 226 | -34 | -55.74% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 21 | 1 | 0.0% | 0.0% | 224 | -1 | -4.55% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | No change | 21 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 18 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -446,884 | -100.0% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -300,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Ghisallo Capital Management LLC | History | Closed out | 0 | 0 | — | 0.88% | — | -280,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Portolan Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -117,708 | -100.0% | Q1 2026 | May 15, 2026 |
| Beacon Harbor Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 1.38% | — | -88,625 | -100.0% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -77,125 | -100.0% | Q1 2026 | May 12, 2026 |
| 1492 Capital Management LLC | History | Closed out | 0 | 0 | — | 0.93% | — | -34,682 | -100.0% | Q1 2026 | Apr 22, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -25,000 | -100.0% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,824 | -100.0% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -7,613 | -100.0% | Q1 2026 | May 14, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.08% | — | -7,572 | -100.0% | Q1 2026 | May 12, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,469 | -100.0% | Q1 2026 | May 15, 2026 |
| ELEMENT CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -6,742 | -100.0% | Q1 2026 | May 12, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.0% | — | -6,500 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Financial Partners, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -3,999 | -100.0% | Q1 2026 | May 14, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.11% | — | -3,552 | -100.0% | Q1 2026 | Apr 08, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,417 | -100.0% | Q1 2026 | Apr 24, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,272 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -3,146 | -100.0% | Q1 2026 | May 15, 2026 |
| Marietta Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,012 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -981 | -100.0% | Q1 2026 | May 06, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -906 | -100.0% | Q1 2026 | May 13, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 7 | 0 | — | 0.0% | — | -13 | -65.0% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 11 | 0 | — | 0.0% | — | -10 | -47.62% | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 29, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 6 | 0 | — | — | — | -3 | -33.33% | Q1 2026 | Apr 20, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Covestor Ltd | History | Reduced | 5 | 0 | — | — | — | -2 | -28.57% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 15, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 16 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Spire Wealth Management | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |