STARWOOD PROPERTY TRUST, INC. - STWD
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 35,253,859 | 607,071 | 0.01% | 0.01% | 1 | +407,014 | 1.17% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 32,798,284 | 590,697 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 15,592,547 | 268,503 | 0.01% | — | 3 | +15,592,547 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 15,096,105 | 259,954 | 0.01% | — | 4 | +15,096,105 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 11,804,339 | 208,818 | 0.01% | 0.01% | 5 | +280,131 | 2.43% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 7,425,251 | 127,862 | 0.01% | 0.01% | 6 | -189,485 | -2.49% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 6,591,526 | 113,533 | 0.01% | 0.01% | 7 | +185,107 | 2.89% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 5,710,784 | 98,360 | 0.02% | 0.02% | 8 | -151,361 | -2.58% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 5,431,995 | 93,538 | 0.01% | 0.01% | 9 | +96,567 | 1.81% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 5,256,362 | 90,514 | 0.07% | 0.13% | 10 | +319,644 | 6.47% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 4,174,202 | 75,177 | 0.01% | 0.01% | 11 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Advisors Capital Management, LLC | History | Added to | 4,004,158 | 68,951 | 0.8% | 0.78% | 12 | +301,223 | 8.13% | Q1 2026 | May 01, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,799,801 | 48,212 | 0.05% | 0.03% | 13 | +1,144,793 | 69.17% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 2,721,506 | 46,864 | 0.01% | 0.01% | 14 | +51,099 | 1.91% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 2,628,711 | 45,266 | 0.01% | 0.01% | 15 | -11,850 | -0.45% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,568,377 | 44,227 | 0.01% | 0.01% | 16 | +113,839 | 4.64% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,447,603 | 42,147 | 0.01% | 0.01% | 17 | -27,572 | -1.11% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 2,248,464 | 39,055 | 0.0% | 0.0% | 18 | -689,940 | -23.48% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 2,167,317 | 37,321 | 0.01% | — | 19 | +2,167,317 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,957,590 | 33,709 | 0.0% | 0.0% | 20 | +24,286 | 1.26% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,948,252 | 33,548 | 0.0% | 0.0% | 21 | +1,632,111 | 516.26% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,746,800 | 31,459 | 0.06% | 0.06% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,767,528 | 30,436 | 0.04% | 0.03% | 23 | +505,458 | 40.05% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 1,606,897 | 27,670 | 0.0% | 0.0% | 24 | -4,780 | -0.3% | Q1 2026 | May 12, 2026 |
| Portman Square Capital LLP | History | Added to | 1,566,893 | 26,981 | 1.04% | 0.95% | 25 | +376,493 | 31.63% | Q1 2026 | Apr 27, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,424,257 | 24,526 | 0.02% | 0.02% | 26 | -927 | -0.07% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,304,121 | 22,456 | 0.0% | 0.01% | 27 | -831,088 | -38.92% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,257,017 | 21,645 | 0.01% | 0.01% | 28 | +33,782 | 2.76% | Q1 2026 | May 13, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 1,177,955 | 20,284 | 1.0% | 1.11% | 29 | -35,341 | -2.91% | Q1 2026 | Apr 17, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Added to | 1,157,515 | 19,932 | 1.28% | 1.06% | 30 | +240,312 | 26.2% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,118,559 | 19,261 | 0.0% | 0.0% | 31 | +356,341 | 46.75% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 916,496 | 15,782 | 0.0% | 0.0% | 32 | +35,694 | 4.05% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 907,859 | 15,633 | 0.01% | 0.01% | 33 | +9,137 | 1.02% | Q1 2026 | May 12, 2026 |
| CapWealth Advisors, LLC | History | New | 873,703 | 15,045 | 1.12% | — | 34 | +873,703 | New | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 855,604 | 14,733 | 0.03% | 0.02% | 35 | +91,336 | 11.95% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 816,379 | 14,058 | 0.0% | 0.0% | 36 | +216,351 | 36.06% | Q1 2026 | May 04, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 777,800 | 13,393 | 0.03% | 0.02% | 37 | +171,600 | 28.31% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 777,465 | 13,387 | 0.01% | 0.01% | 38 | +28,722 | 3.84% | Q1 2026 | May 04, 2026 |
| Cetera Investment Advisers | History | Added to | 764,957 | 13,172 | 0.01% | 0.01% | 39 | +161,049 | 26.67% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 761,291 | 13,109 | 0.0% | 0.01% | 40 | -365,662 | -32.45% | Q1 2026 | Apr 30, 2026 |
| LPL Financial LLC | History | Reduced | 719,771 | 12,394 | 0.0% | 0.0% | 41 | -64,332 | -8.2% | Q1 2026 | May 06, 2026 |
| Swiss National Bank | History | Added to | 696,365 | 11,991 | 0.01% | 0.01% | 42 | +8,700 | 1.27% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 681,157 | 11,729 | 0.0% | 0.0% | 43 | -352,702 | -34.12% | Q1 2026 | May 15, 2026 |
| NFC Investments, LLC | History | Reduced | 672,514 | 11,581 | 3.22% | 3.48% | 44 | -11,375 | -1.66% | Q1 2026 | May 12, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 672,416 | 11,579 | 0.03% | 0.03% | 45 | -2,046 | -0.3% | Q1 2026 | May 08, 2026 |
| Columbus Macro, LLC | History | Added to | 651,930 | 11,226 | 1.2% | 0.98% | 46 | +153,089 | 30.69% | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | Added to | 623,803 | 10,741 | 0.03% | 0.03% | 47 | +55,851 | 9.83% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 623,614 | 10,738 | 0.01% | 0.01% | 48 | -374,293 | -37.51% | Q1 2026 | May 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 622,391 | 10,717 | 0.01% | 0.01% | 49 | -46,951 | -7.01% | Q1 2026 | May 06, 2026 |
| Seneca House Advisors | History | Added to | 621,728 | 10,706 | 4.25% | 3.94% | 50 | +36,886 | 6.31% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 618,784 | 10,655 | 0.02% | 0.01% | 51 | +390,000 | 170.47% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 618,591 | 10,652 | 0.01% | 0.01% | 52 | -82,710 | -11.79% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 533,383 | 9,184 | 0.04% | 0.03% | 53 | +2,808 | 0.53% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 529,682 | 9,121 | 0.01% | 0.0% | 54 | +379,182 | 251.95% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 478,661 | 8,242 | 0.0% | 0.0% | 55 | -42,821 | -8.21% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 454,388 | 8,183 | 0.0% | 0.0% | 56 | -39,664 | -8.03% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 426,765 | 7,348 | 0.02% | 0.02% | 57 | +8,975 | 2.15% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 422,460 | 7,274 | 0.01% | 0.01% | 58 | +90,377 | 27.22% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 419,338 | 7,221 | 0.25% | 0.05% | 59 | +334,757 | 395.78% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | Reduced | 404,333 | 6,962 | 0.0% | 0.0% | 60 | -57,485 | -12.45% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 393,990 | 6,784 | 0.01% | 0.01% | 61 | -159,084 | -28.76% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 358,683 | 6,176 | 0.0% | 0.01% | 62 | -62,376 | -14.81% | Q1 2026 | May 13, 2026 |
| SkyOak Wealth, LLC | History | Added to | 346,798 | 5,971 | 1.09% | 1.01% | 63 | +33,655 | 10.75% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Reduced | 338,177 | 5,823 | 0.01% | 0.01% | 64 | -34,660 | -9.3% | Q1 2026 | Apr 16, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 331,004 | 5,699 | 0.02% | 0.02% | 65 | +128,300 | 63.29% | Q1 2026 | Apr 30, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 318,267 | 5,480 | 0.01% | 0.01% | 66 | -16,212 | -4.85% | Q1 2026 | May 08, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 317,206 | 5,462 | 0.12% | 0.12% | 67 | +24,278 | 8.29% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 309,342 | 5,326 | 0.0% | — | 68 | +309,342 | New | Q1 2026 | May 08, 2026 |
| Sargent Investment Group, LLC | History | Added to | 292,573 | 5,038 | 0.66% | 0.62% | 69 | +18,011 | 6.56% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 289,910 | 4,992 | 0.01% | 0.01% | 70 | -210,768 | -42.1% | Q1 2026 | Apr 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 286,990 | 4,942 | 0.0% | 0.0% | 71 | +26,324 | 10.1% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 285,280 | 4,913 | 0.0% | 0.0% | 72 | +28,818 | 11.24% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 294,391 | 4,860 | 0.01% | 0.0% | 73 | +94,987 | 47.64% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 271,841 | 4,681 | 0.0% | 0.0% | 74 | -5,313 | -1.92% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 265,990 | 4,580 | 0.22% | 0.21% | 75 | +12,356 | 4.87% | Q1 2026 | May 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 248,411 | 4,278 | 0.01% | 0.01% | 76 | -15,684 | -5.94% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 238,875 | 4,119 | 0.01% | 0.01% | 77 | +4,242 | 1.81% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 241,632 | 4,117 | 0.0% | 0.0% | 78 | +236,941 | 5050.97% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 238,319 | 4,104 | 0.01% | 0.01% | 79 | -12,210 | -4.87% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 237,978 | 4,097 | 0.01% | 0.0% | 80 | +144,195 | 153.75% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 237,658 | 4,092 | 0.04% | 0.04% | 81 | +26,959 | 12.8% | Q1 2026 | Apr 20, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 230,102 | 3,964 | 0.02% | 0.02% | 82 | -9,126 | -3.81% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 226,300 | 3,896 | 0.0% | 0.0% | 83 | -612,625 | -73.03% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 221,300 | 3,810 | 0.0% | 0.0% | 84 | -261,500 | -54.16% | Q1 2026 | May 14, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | Reduced | 214,523 | 3,694 | 0.23% | 0.29% | 85 | -56,734 | -20.92% | Q1 2026 | May 04, 2026 |
| Oak Thistle LLC | History | Added to | 212,437 | 3,658 | 0.36% | 0.2% | 86 | +133,840 | 170.29% | Q1 2026 | Apr 10, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 206,984 | 3,564 | 0.28% | 0.27% | 87 | +12,460 | 6.41% | Q1 2026 | May 13, 2026 |
| Truvestments Capital LLC | History | Added to | 204,572 | 3,522 | 0.64% | 0.64% | 88 | +9,467 | 4.85% | Q1 2026 | May 13, 2026 |
| HBK INVESTMENTS L P | History | New | 200,000 | 3,444 | 0.03% | — | 89 | +200,000 | New | Q1 2026 | May 15, 2026 |
| Carmel Capital Partners, LLC | History | Added to | 197,863 | 3,407 | 1.23% | 1.15% | 90 | +16,187 | 8.91% | Q1 2026 | Apr 30, 2026 |
| Waterloo Capital, L.P. | History | Added to | 195,300 | 3,363 | 0.24% | 0.25% | 91 | +3,689 | 1.93% | Q1 2026 | May 12, 2026 |
| Grange Capital, LLC | History | Reduced | 193,534 | 3,332 | 3.32% | 4.44% | 92 | -63,333 | -24.66% | Q1 2026 | Apr 28, 2026 |
| Texas Capital Bank Wealth Management Services Inc | History | Reduced | 191,620 | 3,299 | 0.2% | 0.21% | 93 | -8,487 | -4.24% | Q1 2026 | May 11, 2026 |
| RFG Advisory, LLC | History | Added to | 189,624 | 3,265 | 0.06% | 0.06% | 94 | +1,827 | 0.97% | Q1 2026 | Apr 17, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 181,347 | 3,122 | 0.1% | 0.18% | 95 | -172,495 | -48.75% | Q1 2026 | May 18, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 178,662 | 3,076 | 0.0% | 0.01% | 96 | -300,000 | -62.67% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 172,943 | 3,062 | 0.01% | 0.01% | 97 | +4,746 | 2.82% | Q1 2026 | May 13, 2026 |
| Argosy-Lionbridge Management, LLC | History | Reduced | 176,250 | 3,035 | 2.13% | 2.86% | 98 | -75,000 | -29.85% | Q1 2026 | May 15, 2026 |
| OmniStar Financial Group, Inc. | History | Added to | 175,049 | 3,013 | 1.56% | 0.41% | 99 | +136,569 | 354.91% | Q1 2026 | May 15, 2026 |
| United Advisor Group, LLC | History | Added to | 173,717 | 2,991 | 0.37% | 0.36% | 100 | +12,389 | 7.68% | Q1 2026 | Apr 17, 2026 |
| MetLife Investment Management, LLC | History | Added to | 171,206 | 2,948 | 0.02% | 0.01% | 101 | +1,147 | 0.67% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 171,158 | 2,947 | 0.03% | 0.03% | 102 | +24,867 | 17.0% | Q1 2026 | Apr 27, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 169,789 | 2,923 | 0.01% | — | 103 | +169,789 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 169,287 | 2,915 | 0.0% | 0.0% | 104 | +15,831 | 10.32% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 165,971 | 2,858 | 0.0% | 0.0% | 105 | +33,383 | 25.18% | Q1 2026 | May 12, 2026 |
| Holocene Advisors, LP | History | New | 163,755 | 2,819 | 0.01% | — | 106 | +163,755 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 162,106 | 2,791 | 0.01% | 0.01% | 107 | +50,492 | 45.24% | Q1 2026 | Apr 30, 2026 |
| Blue Owl Capital Holdings LP | History | New | 158,545 | 2,730 | 0.73% | — | 108 | +158,545 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 157,878 | 2,718 | 0.0% | 0.0% | 109 | +50,104 | 46.49% | Q1 2026 | May 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 157,748 | 2,717 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 157,765 | 2,716 | 1.24% | 1.39% | 111 | -15,365 | -8.87% | Q1 2026 | May 18, 2026 |
| AMALGAMATED BANK | History | Added to | 157,417 | 2,711 | 0.02% | 0.02% | 112 | +3,887 | 2.53% | Q1 2026 | May 08, 2026 |
| Focused Wealth Management, Inc | History | Reduced | 157,131 | 2,705 | 0.28% | 0.33% | 113 | -18,116 | -10.34% | Q1 2026 | Apr 20, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 155,551 | 2,678 | 0.0% | 0.0% | 114 | +54,627 | 54.13% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Added to | 151,774 | 2,614 | 0.01% | 0.01% | 115 | +7,266 | 5.03% | Q1 2026 | May 07, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 148,009 | 2,549 | 0.01% | 0.01% | 116 | +3,151 | 2.18% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 147,292 | 2,536 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 146,409 | 2,521 | 0.0% | 0.0% | 118 | -299,933 | -67.2% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Reduced | 145,900 | 2,512 | 0.0% | 0.0% | 119 | -12,500 | -7.89% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Added to | 145,797 | 2,510 | 0.0% | 0.0% | 120 | +23,754 | 19.46% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 137,551 | 2,477 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 143,207 | 2,466 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 141,429 | 2,435 | 0.0% | — | 123 | +141,429 | New | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 141,197 | 2,431 | 0.0% | 0.0% | 124 | +3,377 | 2.45% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Reduced | 138,677 | 2,388 | 0.04% | 0.07% | 126 | -12,885 | -8.5% | Q1 2026 | May 11, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | Added to | 138,725 | 2,388 | 0.18% | 0.17% | 125 | +3,305 | 2.44% | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | Reduced | 138,660 | 2,387 | 0.04% | 0.11% | 127 | -88,285 | -38.9% | Q1 2026 | May 15, 2026 |
| AVENIR CORP | History | Reduced | 136,193 | 2,345 | 0.29% | 0.27% | 128 | -565 | -0.41% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 135,628 | 2,335 | 0.0% | 0.0% | 129 | -42,229 | -23.74% | Q1 2026 | Apr 27, 2026 |
| Kovack Advisors, Inc. | History | Added to | 135,108 | 2,314 | 0.12% | 0.06% | 130 | +65,566 | 94.28% | Q1 2026 | May 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 133,404 | 2,297 | 0.03% | 0.03% | 131 | -11,470 | -7.92% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 130,586 | 2,249 | 0.0% | 0.0% | 132 | -5,615 | -4.12% | Q1 2026 | May 08, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 130,387 | 2,245 | 1.62% | 1.59% | 133 | -14,933 | -10.28% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 128,540 | 2,213 | 0.01% | 0.01% | 134 | -1,737 | -1.33% | Q1 2026 | Apr 22, 2026 |
| Baird Financial Group, Inc. | History | Added to | 125,559 | 2,162 | 0.0% | 0.0% | 135 | +7,665 | 6.5% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 123,748 | 2,130 | 0.03% | 0.03% | 136 | +17,222 | 16.17% | Q1 2026 | May 04, 2026 |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | History | Added to | 122,959 | 2,117 | 0.36% | 0.26% | 137 | +41,919 | 51.73% | Q1 2026 | Apr 30, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 118,750 | 2,044 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 116,893 | 2,013 | 0.0% | 0.0% | 139 | -10,943 | -8.56% | Q1 2026 | Apr 27, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 116,830 | 2,012 | 0.0% | 0.0% | 140 | +4,689 | 4.18% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 116,735 | 2,010 | 0.02% | 0.02% | 141 | -5,530 | -4.52% | Q1 2026 | Apr 24, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 116,529 | 2,006 | 0.0% | 0.01% | 142 | -98,339 | -45.77% | Q1 2026 | May 11, 2026 |
| Premier Fund Managers Ltd | History | No change | 115,000 | 1,998 | 0.14% | 0.12% | 143 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CORRADO ADVISORS, LLC | History | Added to | 115,711 | 1,992 | 1.04% | 0.94% | 144 | +11,438 | 10.97% | Q1 2026 | Apr 30, 2026 |
| HUB Investment Partners, LLC | History | Reduced | 114,961 | 1,979 | 0.05% | 0.07% | 145 | -39,362 | -25.51% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 111,355 | 1,970 | 0.05% | 0.05% | 146 | +192 | 0.17% | Q1 2026 | May 14, 2026 |
| One William Street Capital Management, L.P. | History | New | 114,000 | 1,963 | 0.17% | — | 147 | +114,000 | New | Q1 2026 | May 14, 2026 |
| Aljian Capital Management, LLC | History | No change | 112,633 | 1,939 | 0.4% | 0.4% | 148 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| GFS Advisors, LLC | History | Reduced | 13,500 | 1,909 | 0.24% | 0.44% | 149 | -193,295 | -93.47% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 110,745 | 1,907 | 0.03% | 0.04% | 150 | -326 | -0.29% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 109,124 | 1,879 | 0.01% | 0.01% | 151 | -2,433 | -2.18% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 100,134 | 1,814 | 0.01% | 0.0% | 152 | +48,537 | 94.07% | Q1 2026 | May 15, 2026 |
| LAKE STREET PRIVATE WEALTH, LLC | History | Added to | 103,450 | 1,781 | 0.23% | 0.19% | 153 | +15,750 | 17.96% | Q1 2026 | Apr 13, 2026 |
| SlateStone Wealth, LLC | History | Added to | 103,100 | 1,775 | 0.15% | 0.14% | 154 | +11,173 | 12.15% | Q1 2026 | May 14, 2026 |
| Collar Capital Management, LLC | History | Added to | 101,262 | 1,743 | 1.13% | 1.19% | 155 | +2,111 | 2.13% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 100,900 | 1,737 | 0.03% | 0.03% | 156 | +4,600 | 4.78% | Q1 2026 | Apr 20, 2026 |
| Riverview Capital Advisers, LLC | History | Reduced | 98,021 | 1,687 | 0.56% | 0.59% | 157 | -10,986 | -10.08% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 96,689 | 1,664 | 0.01% | 0.01% | 158 | -579 | -0.6% | Q1 2026 | May 01, 2026 |
| Penserra Capital Management LLC | History | Added to | 95,561 | 1,645 | 0.02% | 0.02% | 159 | +2,590 | 2.79% | Q1 2026 | May 11, 2026 |
| Adams Asset Advisors, LLC | History | Added to | 95,177 | 1,638 | 0.18% | 0.15% | 160 | +30,647 | 47.49% | Q1 2026 | Apr 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 92,120 | 1,586 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 89,432 | 1,540 | 0.0% | — | 162 | +89,432 | New | Q1 2026 | May 08, 2026 |
| Aviance Capital Partners, LLC | History | Added to | 88,582 | 1,525 | 0.18% | 0.18% | 163 | +1,000 | 1.14% | Q1 2026 | May 06, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 84,358 | 1,522 | 0.03% | — | 164 | +84,358 | New | Q1 2026 | May 01, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 87,221 | 1,501 | 0.01% | 0.01% | 165 | +109 | 0.13% | Q1 2026 | May 01, 2026 |
| CIBC Bancorp USA Inc. | History | New | 86,113 | 1,482 | 0.0% | — | 166 | +86,113 | New | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 85,840 | 1,478 | 0.0% | 0.0% | 167 | -194 | -0.23% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 85,700 | 1,475 | 0.01% | 0.02% | 168 | +10,130 | 13.4% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 85,394 | 1,470 | 0.08% | 0.09% | 169 | -2,210 | -2.52% | Q1 2026 | May 07, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 83,800 | 1,443 | 0.01% | 0.01% | 170 | +1,500 | 1.82% | Q1 2026 | May 04, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 82,768 | 1,425 | 0.09% | 0.08% | 171 | +20,240 | 32.37% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 77,400 | 1,364 | 0.01% | 0.01% | 172 | +3,000 | 4.03% | Q1 2026 | Apr 29, 2026 |
| Cercano Management LLC | History | No change | 79,029 | 1,360 | 0.06% | 0.05% | 173 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 77,987 | 1,342 | 0.02% | 0.02% | 174 | +102 | 0.13% | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | No change | 77,197 | 1,329 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bramshill Investments, LLC | History | Reduced | 75,810 | 1,305 | 0.11% | 0.08% | 176 | -499 | -0.65% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 75,674 | 1,303 | 0.0% | 0.0% | 177 | -20,305 | -21.16% | Q1 2026 | May 12, 2026 |
| Apella Capital, LLC | History | New | 71,756 | 1,301 | 0.02% | — | 178 | +71,756 | New | Q1 2026 | Apr 20, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Added to | 73,722 | 1,269 | 0.28% | 0.27% | 179 | +1,816 | 2.53% | Q1 2026 | Apr 29, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 69,392 | 1,252 | 0.19% | 0.05% | 180 | -14,800 | -17.58% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 42,614 | 1,245 | 0.0% | 0.0% | 181 | -160,802 | -79.05% | Q1 2026 | May 12, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 72,116 | 1,241 | 0.02% | 0.02% | 182 | +5,114 | 7.63% | Q1 2026 | Apr 22, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 71,800 | 1,236 | 0.04% | 0.04% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 71,374 | 1,229 | 0.02% | 0.02% | 184 | +2,100 | 3.03% | Q1 2026 | Apr 29, 2026 |
| Almitas Capital LLC | History | No change | 71,000 | 1,222 | 0.28% | 0.28% | 185 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 70,737 | 1,218 | 0.0% | 0.03% | 186 | -767,075 | -91.56% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 70,426 | 1,212 | 0.02% | 0.02% | 187 | +2,357 | 3.46% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 67,367 | 1,150 | 0.01% | 0.01% | 188 | +3,285 | 5.13% | Q1 2026 | Apr 07, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 65,905 | 1,134 | 0.01% | 0.01% | 189 | +7,090 | 12.05% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 65,530 | 1,128 | 0.03% | 0.04% | 190 | +332 | 0.51% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 65,505 | 1,127 | 0.01% | 0.01% | 191 | +16,243 | 32.97% | Q1 2026 | May 06, 2026 |
| Carnegie Lake Advisors LLC | History | Reduced | 64,693 | 1,114 | 0.44% | 0.5% | 193 | -8,206 | -11.26% | Q1 2026 | Apr 29, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 64,710 | 1,114 | 0.01% | 0.01% | 192 | -3,247 | -4.78% | Q1 2026 | May 05, 2026 |
| ALLSTATE CORP | History | New | 64,430 | 1,109 | 0.01% | — | 194 | +64,430 | New | Q1 2026 | May 11, 2026 |
| BOSTON FAMILY OFFICE LLC | History | Added to | 63,475 | 1,093 | 0.07% | 0.06% | 195 | +10,470 | 19.75% | Q1 2026 | May 13, 2026 |
| Register Financial Advisors LLC | History | Reduced | 62,490 | 1,076 | 0.4% | 0.45% | 196 | -1,983 | -3.08% | Q1 2026 | Apr 15, 2026 |
| NEOS Investment Management LLC | History | Added to | 60,911 | 1,048 | 0.01% | 0.0% | 197 | +16,470 | 37.06% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 60,690 | 1,045 | 0.03% | 0.12% | 198 | -158,541 | -72.32% | Q1 2026 | May 15, 2026 |
| WealthBridge Capital Management, LLC | History | Added to | 60,071 | 1,034 | 0.24% | 0.21% | 199 | +8,509 | 16.5% | Q1 2026 | Apr 17, 2026 |
| PFG Investments, LLC | History | Reduced | 57,713 | 993 | 0.05% | 0.05% | 200 | -1,764 | -2.97% | Q1 2026 | Apr 27, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 57,251 | 985 | 0.0% | 0.0% | 201 | +2,715 | 4.98% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | Reduced | 56,881 | 979 | 0.01% | 0.01% | 202 | -11,841 | -17.23% | Q1 2026 | Apr 27, 2026 |
| Greenland Capital Management LP | History | New | 56,000 | 964 | 0.12% | — | 203 | +56,000 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 55,890 | 962 | 0.01% | 0.01% | 204 | +8,482 | 17.89% | Q1 2026 | Apr 23, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 54,919 | 945 | 0.0% | 0.0% | 205 | -409,697 | -88.18% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Reduced | 54,178 | 932 | 0.0% | 0.01% | 206 | -306,394 | -84.97% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Reduced | 54,099 | 931 | 0.0% | 0.01% | 207 | -21,849 | -28.77% | Q1 2026 | Apr 24, 2026 |
| Stratos Wealth Advisors, LLC | History | Reduced | 54,029 | 930 | 0.06% | 0.05% | 208 | -732 | -1.34% | Q1 2026 | Apr 28, 2026 |
| GoalVest Advisory LLC | History | Added to | 53,884 | 927 | 0.18% | 0.15% | 209 | +9,464 | 21.31% | Q1 2026 | Apr 13, 2026 |
| XPONANCE LLC | History | Added to | 51,615 | 888 | 0.01% | 0.01% | 210 | +10,081 | 24.27% | Q1 2026 | May 13, 2026 |
| WJ Financial Advisors LLC | History | Added to | 51,337 | 884 | 0.71% | 0.68% | 211 | +9,212 | 21.87% | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 51,204 | 881 | 0.0% | 0.0% | 212 | +1,370 | 2.75% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 50,209 | 864 | 0.0% | 0.02% | 213 | -187,785 | -78.9% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 49,881 | 858 | 0.0% | 0.0% | 214 | -37,335 | -42.81% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 49,469 | 851 | 0.01% | 0.0% | 215 | +49,375 | 52526.6% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 49,075 | 845 | 0.01% | 0.0% | 216 | +38,587 | 367.92% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 46,128 | 830 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 45,947 | 829 | 0.05% | 0.05% | 218 | +6,459 | 16.36% | Q1 2026 | May 12, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 47,296 | 814 | 0.0% | 0.0% | 219 | +1,000 | 2.16% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 47,164 | 812 | 0.0% | 0.0% | 220 | +1,468 | 3.21% | Q1 2026 | May 14, 2026 |
| WealthTrust Axiom LLC | History | Added to | 46,854 | 806 | 0.2% | 0.21% | 221 | +2,311 | 5.19% | Q1 2026 | May 11, 2026 |
| NewEdge Wealth, LLC | History | Added to | 46,769 | 805 | 0.01% | 0.01% | 222 | +732 | 1.59% | Q1 2026 | May 13, 2026 |
| Palogic Value Management, L.P. | History | Added to | 46,258 | 796 | 0.34% | 0.34% | 223 | +591 | 1.29% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | No change | 46,000 | 792 | 0.07% | 0.07% | 224 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 45,220 | 778 | 0.01% | 0.01% | 225 | +7,152 | 18.79% | Q1 2026 | Apr 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 45,512 | 777 | 0.05% | 0.04% | 226 | +9,670 | 26.98% | Q1 2026 | May 01, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 45,035 | 775 | 0.02% | 0.03% | 227 | -7,927 | -14.97% | Q1 2026 | May 11, 2026 |
| DigitalBridge Group, Inc. | History | Added to | 44,800 | 771 | 0.05% | 0.06% | 228 | +3,200 | 7.69% | Q1 2026 | May 14, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Reduced | 42,448 | 770 | 0.35% | 0.37% | 229 | -2,119 | -4.75% | Q1 2026 | Apr 23, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 44,554 | 767 | 0.0% | — | 230 | +44,554 | New | Q1 2026 | May 12, 2026 |
| Ethic Inc. | History | Reduced | 44,287 | 762 | 0.01% | 0.01% | 231 | -2,966 | -6.28% | Q1 2026 | Apr 27, 2026 |
| Boston Partners | History | Reduced | 42,950 | 760 | 0.0% | 0.0% | 232 | -41 | -0.1% | Q1 2026 | May 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 43,360 | 746 | 0.01% | 0.0% | 233 | +11,752 | 37.18% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Reduced | 43,042 | 741 | 0.0% | 0.0% | 234 | -19,263 | -30.92% | Q1 2026 | May 15, 2026 |
| CenterStar Asset Management, LLC | History | New | 42,903 | 738 | 0.09% | — | 235 | +42,903 | New | Q1 2026 | May 01, 2026 |
| Accel Wealth Management | History | Added to | 42,819 | 737 | 0.19% | 0.21% | 236 | +295 | 0.69% | Q1 2026 | Apr 08, 2026 |
| E&G Advisors, LP | History | Reduced | 42,784 | 736 | 0.16% | 0.17% | 237 | -500 | -1.16% | Q1 2026 | Apr 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 42,715 | 735 | 0.0% | 0.0% | 238 | +13,974 | 48.62% | Q1 2026 | May 11, 2026 |
| Fiduciary Group, LLC | History | Added to | 42,679 | 734 | 0.06% | 0.05% | 239 | +8,373 | 24.41% | Q1 2026 | May 11, 2026 |
| BROWN ADVISORY INC | History | Reduced | 41,752 | 718 | 0.0% | 0.0% | 240 | -5,680 | -11.98% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 41,236 | 710 | 0.01% | 0.01% | 241 | +10,043 | 32.2% | Q1 2026 | May 12, 2026 |
| Carson Advisory Inc. | History | No change | 40,457 | 696 | 0.36% | 0.38% | 242 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 40,078 | 690 | 0.0% | 0.0% | 243 | -1,552 | -3.73% | Q1 2026 | May 06, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 40,000 | 688 | 0.0% | 0.03% | 244 | -1,085,000 | -96.44% | Q1 2026 | May 15, 2026 |
| InTrack Investment Management Inc | History | Added to | 38,799 | 668 | 0.38% | 0.37% | 245 | +2,512 | 6.92% | Q1 2026 | Apr 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 38,777 | 667 | 0.0% | 0.0% | 246 | -1,866 | -4.59% | Q1 2026 | May 04, 2026 |
| VISION FINANCIAL MARKETS LLC | History | Reduced | 37,700 | 649 | 0.63% | 0.77% | 247 | -4,000 | -9.59% | Q1 2026 | Apr 24, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 37,297 | 642 | 0.0% | 0.0% | 248 | +3,862 | 11.55% | Q1 2026 | Apr 27, 2026 |
| Red Spruce Capital, LLC | History | No change | 37,123 | 639 | 0.26% | 0.27% | 249 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Mutual Advisors, LLC | History | Reduced | 36,553 | 629 | 0.01% | 0.01% | 250 | -55 | -0.15% | Q1 2026 | May 01, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 36,230 | 623 | 0.01% | 0.0% | 251 | +22,278 | 159.68% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 34,984 | 602 | 0.01% | 0.01% | 252 | +475 | 1.38% | Q1 2026 | Apr 20, 2026 |
| Amundi | History | Added to | 34,743 | 598 | 0.0% | 0.0% | 253 | +14,021 | 67.66% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 34,591 | 595 | 0.01% | 0.02% | 254 | +400 | 1.17% | Q1 2026 | Apr 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 33,888 | 583 | 0.0% | 0.0% | 255 | +14,330 | 73.27% | Q1 2026 | May 15, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 33,660 | 579 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 33,595 | 578 | 0.39% | 0.39% | 257 | +1,115 | 3.43% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 32,755 | 575 | 0.0% | 0.0% | 258 | +20,681 | 171.29% | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | Added to | 32,675 | 558 | 0.01% | 0.01% | 259 | +1,009 | 3.19% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Reduced | 30,717 | 543 | 0.01% | 0.1% | 260 | -82,655 | -72.91% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 30,931 | 532 | 0.0% | 0.0% | 261 | +1,831 | 6.29% | Q1 2026 | May 06, 2026 |
| Miller Global Investments, LLC | History | Added to | 30,790 | 530 | 0.49% | 0.5% | 262 | +221 | 0.72% | Q1 2026 | Apr 06, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 30,735 | 529 | 0.06% | 0.07% | 263 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO | History | Reduced | 30,150 | 520 | 0.01% | 0.01% | 264 | -60 | -0.2% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Added to | 30,124 | 518 | 0.01% | 0.01% | 265 | +2,017 | 7.18% | Q1 2026 | May 11, 2026 |
| Crusonia Wealth Advisors LLC | History | New | 30,016 | 516 | 0.11% | — | 266 | +30,016 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 29,758 | 512 | 0.0% | 0.0% | 267 | +2,316 | 8.44% | Q1 2026 | May 08, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Added to | 28,847 | 510 | 0.26% | 0.29% | 268 | +210 | 0.73% | Q1 2026 | Apr 22, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 29,217 | 503 | 0.01% | 0.03% | 269 | -82,655 | -73.88% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 28,989 | 499 | 0.0% | 0.0% | 270 | +14,357 | 98.12% | Q1 2026 | Apr 30, 2026 |
| MCF Advisors LLC | History | No change | 28,842 | 496 | 0.02% | 0.03% | 271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bank OZK | History | No change | 28,700 | 494 | 0.17% | 0.18% | 272 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Element Wealth, LLC | History | Added to | 28,586 | 492 | 0.2% | 0.2% | 273 | +962 | 3.48% | Q1 2026 | May 04, 2026 |
| Pinion Investment Advisors, LLC | History | Added to | 28,389 | 488 | 0.11% | 0.1% | 274 | +5,210 | 22.48% | Q1 2026 | Apr 24, 2026 |
| SVRN Asset Management, LLC | History | No change | 28,200 | 485 | 0.47% | 0.42% | 275 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| World Investment Advisors | History | Added to | 28,137 | 484 | 0.01% | 0.01% | 276 | +75 | 0.27% | Q1 2026 | Apr 27, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 27,800 | 478 | 0.0% | 0.0% | 277 | +11,900 | 74.84% | Q1 2026 | May 14, 2026 |
| CreativeOne Wealth, LLC | History | Reduced | 27,649 | 476 | 0.01% | 0.01% | 279 | -2,416 | -8.04% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 27,671 | 476 | 0.0% | 0.0% | 278 | -322 | -1.15% | Q1 2026 | May 11, 2026 |
| KENNICOTT CAPITAL MANAGEMENT LLC | History | No change | 27,240 | 469 | 0.26% | 0.24% | 280 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 27,044 | 465 | 0.01% | 0.01% | 281 | -39 | -0.14% | Q1 2026 | Apr 07, 2026 |
| Freestone Grove Partners LP | History | New | 26,699 | 459 | 0.0% | — | 284 | +26,699 | New | Q1 2026 | May 15, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 26,645 | 459 | 0.0% | 0.0% | 282 | +8,188 | 44.36% | Q1 2026 | Apr 07, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 26,674 | 459 | 0.02% | 0.02% | 283 | +24 | 0.09% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Added to | 26,611 | 458 | 0.0% | 0.0% | 285 | +3,318 | 14.24% | Q1 2026 | May 11, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 25,310 | 447 | 0.0% | 0.0% | 286 | -22,622 | -47.2% | Q1 2026 | May 15, 2026 |
| Wealth Quarterback LLC | History | Added to | 25,930 | 446 | 0.18% | 0.16% | 287 | +1,520 | 6.23% | Q1 2026 | Apr 09, 2026 |
| PEAK FINANCIAL ADVISORS LLC | History | Added to | 25,664 | 441 | 0.2% | 0.2% | 289 | +559 | 2.23% | Q1 2026 | Apr 22, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 25,659 | 441 | 0.02% | 0.02% | 288 | +350 | 1.38% | Q1 2026 | May 01, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 25,525 | 439 | 0.0% | 0.0% | 290 | -1,500 | -5.55% | Q1 2026 | Apr 15, 2026 |
| MMBG INVESTMENT ADVISORS CO. | History | Reduced | 24,715 | 437 | 0.04% | 0.09% | 291 | -31,010 | -55.65% | Q1 2026 | Apr 30, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 24,153 | 434 | 0.0% | 0.0% | 292 | -38,101 | -61.2% | Q1 2026 | Apr 30, 2026 |
| Aubrey Capital Management Ltd | History | Reduced | 25,000 | 430 | 0.23% | 0.39% | 293 | -28,600 | -53.36% | Q1 2026 | May 05, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 24,962 | 429 | 0.0% | 0.0% | 294 | +2,784 | 12.55% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 24,781 | 426 | 0.0% | 0.0% | 295 | +4,179 | 20.28% | Q1 2026 | May 14, 2026 |
| Red Door Wealth Management, LLC | History | No change | 24,575 | 423 | 0.04% | 0.05% | 296 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Brevan Howard Capital Management LP | History | New | 24,540 | 422 | 0.0% | — | 297 | +24,540 | New | Q1 2026 | May 15, 2026 |
| Samalin Investment Counsel, LLC | History | Added to | 23,747 | 408 | 0.14% | 0.14% | 298 | +2,437 | 11.44% | Q1 2026 | Apr 22, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | Reduced | 23,575 | 405 | 0.17% | 0.19% | 299 | -1,000 | -4.07% | Q1 2026 | May 01, 2026 |
| Focus Financial Network, Inc. | History | Added to | 23,573 | 405 | 0.01% | 0.01% | 300 | +344 | 1.48% | Q1 2026 | Apr 14, 2026 |
| CWM, LLC | History | Added to | 22,963 | 395 | 0.0% | 0.0% | 301 | +541 | 2.41% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 22,855 | 393 | 0.01% | 0.01% | 302 | +3,112 | 15.76% | Q1 2026 | May 15, 2026 |
| Morey & Quinn Wealth Partners, LLC | History | No change | 22,568 | 388 | 0.28% | 0.29% | 303 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 22,324 | 384 | 0.12% | 0.09% | 304 | +6,269 | 39.05% | Q1 2026 | Apr 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 22,123 | 381 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rathbones Group PLC | History | No change | 21,990 | 378 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Meridian Wealth Management, LLC | History | No change | 21,895 | 377 | 0.01% | 0.01% | 307 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHICAGO TRUST Co NA | History | Added to | 21,800 | 375 | 0.06% | 0.05% | 308 | +4,000 | 22.47% | Q1 2026 | Apr 24, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 21,722 | 374 | 0.0% | 0.0% | 309 | +5,792 | 36.36% | Q1 2026 | May 14, 2026 |
| MQS Management LLC | History | Added to | 21,620 | 372 | 0.25% | 0.19% | 310 | +3,412 | 18.74% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 21,270 | 366 | 0.0% | 0.0% | 311 | -6,238 | -22.68% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 21,179 | 364 | 0.0% | 0.0% | 312 | -1,485 | -6.55% | Q1 2026 | May 13, 2026 |
| Prospera Financial Services Inc | History | Added to | 21,183 | 364 | 0.01% | 0.01% | 313 | +686 | 3.35% | Q1 2026 | Apr 14, 2026 |
| TRB Wealth Management, LLC | History | New | 20,000 | 354 | 0.05% | — | 314 | +20,000 | New | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 20,538 | 353 | 0.0% | 0.0% | 315 | +2,796 | 15.76% | Q1 2026 | May 05, 2026 |
| Vantage Financial Partners, LLC | History | No change | 19,268 | 347 | 0.07% | 0.07% | 316 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Fisher Asset Management, LLC | History | New | 20,014 | 344 | 0.0% | — | 318 | +20,014 | New | Q1 2026 | May 05, 2026 |
| Callodine Capital Management, LP | History | Reduced | 20,000 | 344 | 0.02% | 0.06% | 317 | -19,360 | -49.19% | Q1 2026 | May 15, 2026 |
| Westbourne Investment Advisors, Inc. | History | Added to | 19,800 | 340 | 0.1% | 0.09% | 319 | +1,500 | 8.2% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Added to | 19,235 | 331 | 0.01% | 0.01% | 320 | +112 | 0.59% | Q1 2026 | May 13, 2026 |
| Provenance Wealth Advisors, LLC | History | No change | 19,248 | 331 | 0.04% | 0.04% | 321 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WCG Wealth Advisors LLC | History | Reduced | 19,192 | 330 | 0.01% | 0.01% | 322 | -272 | -1.4% | Q1 2026 | May 12, 2026 |
| DRW Securities, LLC | History | Added to | 18,939 | 326 | 0.0% | 0.01% | 323 | +6,978 | 58.34% | Q1 2026 | May 13, 2026 |
| DnB Asset Management AS | History | New | 18,836 | 324 | 0.0% | — | 324 | +18,836 | New | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 18,643 | 321 | 0.0% | 0.0% | 325 | +7,304 | 64.41% | Q1 2026 | Apr 30, 2026 |
| Leo Wealth, LLC | History | Reduced | 18,525 | 319 | 0.02% | 0.03% | 326 | -3,816 | -17.08% | Q1 2026 | May 05, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 18,350 | 315 | 0.0% | 0.0% | 327 | +1,000 | 5.76% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 18,233 | 313 | 0.0% | — | 328 | +18,233 | New | Q1 2026 | May 15, 2026 |
| Utah Retirement Systems | History | No change | 18,156 | 312 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 18,057 | 311 | 0.01% | 0.05% | 330 | -54,149 | -74.99% | Q1 2026 | May 14, 2026 |
| DoubleLine ETF Adviser LP | History | Reduced | 18,060 | 310 | 0.12% | 0.12% | 331 | -4,286 | -19.18% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 17,849 | 307 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Advisory Services Network, LLC | History | Added to | 17,658 | 304 | 0.0% | 0.0% | 333 | +4,103 | 30.27% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 17,570 | 302 | 0.27% | 0.25% | 334 | +1,005 | 6.07% | Q1 2026 | Apr 22, 2026 |
| Acorn Wealth Advisors, LLC | History | Added to | 17,456 | 300 | 0.09% | 0.09% | 335 | +221 | 1.28% | Q1 2026 | Apr 30, 2026 |
| M&T BANK CORP | History | Added to | 16,346 | 281 | 0.0% | 0.0% | 336 | +5,523 | 51.03% | Q1 2026 | May 12, 2026 |
| Norris Financial Group, LLC | History | Reduced | 16,254 | 279 | 0.09% | 0.53% | 338 | -70,848 | -81.34% | Q1 2026 | May 20, 2026 |
| GENTRY PRIVATE WEALTH, LLC | History | Added to | 16,212 | 279 | 0.17% | 0.15% | 337 | +2,813 | 20.99% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | New | 16,161 | 278 | 0.0% | — | 339 | +16,161 | New | Q1 2026 | May 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 15,350 | 264 | 0.01% | 0.04% | 340 | -31,000 | -66.88% | Q1 2026 | Apr 13, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 15,050 | 259 | 0.02% | 0.02% | 341 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Formidable Asset Management, LLC | History | Reduced | 14,372 | 258 | 0.04% | 0.05% | 342 | -3,224 | -18.32% | Q1 2026 | Apr 22, 2026 |
| Essex Financial Services, Inc. | History | Reduced | 14,642 | 252 | 0.01% | 0.02% | 343 | -129 | -0.87% | Q1 2026 | Apr 24, 2026 |
| Kingstone Capital Partners Texas, LLC | History | Added to | 14,446 | 249 | 0.15% | 0.12% | 344 | +3,116 | 27.5% | Q1 2026 | May 05, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 14,313 | 246 | 0.0% | 0.0% | 345 | -3,569 | -19.96% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | New | 14,127 | 243 | 0.01% | — | 346 | +14,127 | New | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 14,059 | 242 | 0.0% | 0.01% | 347 | -9,174 | -39.49% | Q1 2026 | Apr 22, 2026 |
| ProShare Advisors LLC | History | Added to | 13,962 | 240 | 0.0% | 0.0% | 348 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| ALPS ADVISORS INC | History | Reduced | 13,896 | 239 | 0.0% | 0.0% | 349 | -1,448 | -9.44% | Q1 2026 | May 08, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 13,825 | 238 | 0.01% | 0.01% | 350 | +439 | 3.28% | Q1 2026 | Apr 17, 2026 |
| Westmount Partners, LLC | History | Added to | 13,777 | 237 | 0.06% | 0.06% | 351 | +102 | 0.75% | Q1 2026 | Apr 16, 2026 |
| Boxwood Ventures, Inc. | History | Reduced | 13,341 | 236 | 0.25% | 0.31% | 352 | -3,452 | -20.56% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 13,600 | 234 | 0.0% | 0.0% | 353 | -14,806 | -52.12% | Q1 2026 | May 13, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 13,480 | 232 | 0.0% | — | 354 | +13,480 | New | Q1 2026 | Apr 13, 2026 |
| Tradition Wealth Management, LLC | History | New | 13,156 | 226 | 0.02% | — | 355 | +13,156 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,068 | 225 | 0.0% | 0.0% | 356 | +2,647 | 25.4% | Q1 2026 | May 15, 2026 |
| WMG Financial Advisors, LLC | History | Reduced | 13,007 | 223 | 0.09% | 0.1% | 357 | -1,000 | -7.14% | Q1 2026 | Apr 23, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 12,725 | 219 | 0.01% | 0.01% | 358 | -836 | -6.16% | Q1 2026 | May 13, 2026 |
| COFG Advisors, LLC | History | Added to | 12,421 | 213 | 0.05% | 0.05% | 359 | +241 | 1.98% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 12,341 | 212 | 0.0% | 0.0% | 360 | +1,501 | 13.85% | Q1 2026 | Apr 30, 2026 |
| FIRETHORN WEALTH PARTNERS, LLC | History | Added to | 12,299 | 211 | 0.08% | 0.08% | 361 | +338 | 2.83% | Q1 2026 | Apr 09, 2026 |
| Summit Trail Advisors, LLC | History | New | 12,088 | 208 | 0.0% | — | 362 | +12,088 | New | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 12,022 | 207 | 0.01% | — | 363 | +12,022 | New | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Added to | 61,256 | 204 | 0.01% | 0.01% | 364 | +51,212 | 509.88% | Q1 2026 | Apr 24, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | Reduced | 11,667 | 200 | 0.13% | 0.15% | 365 | -371 | -3.08% | Q1 2026 | Apr 27, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Reduced | 11,614 | 199 | 0.05% | 0.19% | 367 | -32,263 | -73.53% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 11,569 | 199 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 11,545 | 198 | 0.0% | 0.0% | 368 | -2,580 | -18.27% | Q1 2026 | May 14, 2026 |
| Cetera Trust Company, N.A | History | Reduced | 11,455 | 197 | 0.11% | 0.12% | 369 | -1,350 | -10.54% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 11,325 | 195 | 0.0% | 0.0% | 371 | -6 | -0.05% | Q1 2026 | May 14, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 11,362 | 195 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | Added to | 11,216 | 193 | 0.22% | 0.02% | 375 | +9,727 | 653.26% | Q1 2026 | Apr 15, 2026 |
| Meridian Wealth Advisors, LLC | History | Reduced | 11,250 | 193 | 0.03% | 0.03% | 373 | -2,700 | -19.35% | Q1 2026 | May 11, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 11,217 | 193 | 0.08% | 0.1% | 374 | -1,489 | -11.72% | Q1 2026 | May 01, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | Reduced | 11,260 | 193 | 0.04% | 0.05% | 372 | -1,400 | -11.06% | Q1 2026 | Apr 15, 2026 |
| RiverFront Investment Group, LLC | History | No change | 11,100 | 191 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FineMark National Bank & Trust | History | No change | 10,454 | 188 | 0.01% | 0.01% | 377 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crumly & Associates Inc. | History | No change | 10,962 | 188 | 0.04% | 0.04% | 378 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 10,882 | 187 | 0.0% | 0.0% | 379 | -488 | -4.29% | Q1 2026 | May 06, 2026 |
| Hoxton Planning & Management, LLC | History | New | 10,842 | 186 | 0.06% | — | 381 | +10,842 | New | Q1 2026 | Apr 20, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 10,849 | 186 | 0.06% | 0.07% | 380 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Added to | 10,761 | 185 | 0.0% | 0.0% | 382 | +2,445 | 29.4% | Q1 2026 | May 14, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 10,718 | 184 | 0.01% | 0.02% | 383 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Reduced | 10,353 | 183 | 0.0% | 0.0% | 384 | -454 | -4.2% | Q1 2026 | May 12, 2026 |
| Argyle Capital Partners, LLC | History | New | 10,500 | 180 | 0.13% | — | 387 | +10,500 | New | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | No change | 10,500 | 180 | 0.01% | 0.01% | 385 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Corps Capital Advisors, LLC | History | No change | 10,507 | 180 | 0.16% | 0.2% | 386 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Left Brain Wealth Management, LLC | History | No change | 10,450 | 179 | 0.07% | 0.07% | 388 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WEDBUSH SECURITIES INC | History | Reduced | 10,341 | 178 | 0.01% | 0.01% | 389 | -3,371 | -24.58% | Q1 2026 | Apr 21, 2026 |
| Atom Investors LP | History | New | 10,237 | 176 | 0.01% | — | 390 | +10,237 | New | Q1 2026 | May 15, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | New | 10,133 | 174 | 0.11% | — | 392 | +10,133 | New | Q1 2026 | May 13, 2026 |
| North Dakota State Investment Board | History | Reduced | 10,107 | 174 | 0.01% | 0.01% | 391 | -2,181 | -17.75% | Q1 2026 | May 08, 2026 |
| Glen Eagle Advisors, LLC | History | New | 10,100 | 173 | 0.02% | — | 393 | +10,100 | New | Q1 2026 | May 15, 2026 |
| Stonebridge Financial Group, LLC / MO | History | New | 10,039 | 172 | 0.15% | — | 395 | +10,039 | New | Q1 2026 | Apr 17, 2026 |
| Brooklyn Investment Group | History | New | 10,028 | 172 | 0.01% | — | 394 | +10,028 | New | Q1 2026 | Apr 29, 2026 |
| NBC SECURITIES, INC. | History | Added to | 9,769 | 168 | 0.01% | 0.01% | 396 | +1,749 | 21.81% | Q1 2026 | Apr 14, 2026 |
| Crewe Advisors LLC | History | Added to | 9,293 | 160 | 0.01% | 0.01% | 397 | +246 | 2.72% | Q1 2026 | May 07, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,053 | 155 | 0.0% | 0.02% | 398 | -473,397 | -98.12% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 8,460 | 145 | 0.0% | 0.0% | 399 | +2,344 | 38.33% | Q1 2026 | May 06, 2026 |
| Westend Capital Management, LLC | History | New | 8,391 | 144 | 0.04% | — | 400 | +8,391 | New | Q1 2026 | Apr 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 8,300 | 142 | 0.0% | 0.0% | 402 | +2,800 | 50.91% | Q1 2026 | May 11, 2026 |
| STRS OHIO | History | Reduced | 8,269 | 142 | 0.0% | 0.0% | 401 | -13 | -0.16% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 8,010 | 137 | 0.0% | 0.0% | 404 | +2,965 | 58.77% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 7,961 | 137 | 0.0% | 0.0% | 403 | +2,750 | 52.77% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Added to | 7,552 | 130 | 0.02% | 0.01% | 405 | +3,667 | 94.39% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 7,043 | 121 | 0.0% | 0.0% | 406 | +3,881 | 122.74% | Q1 2026 | May 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 6,760 | 116 | 0.0% | 0.0% | 407 | +1,755 | 35.06% | Q1 2026 | May 14, 2026 |
| BROOKFIELD Corp /ON/ | History | Added to | 6,567 | 113 | 0.0% | 0.0% | 408 | +3,574 | 119.41% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 6,087 | 109 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 6,262 | 108 | 0.0% | 0.0% | 410 | -659 | -9.52% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5,993 | 107 | 0.0% | 0.0% | 411 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wilmington Savings Fund Society, FSB | History | New | 5,600 | 96 | 0.0% | — | 412 | +5,600 | New | Q1 2026 | Apr 30, 2026 |
| Clearstead Trust, LLC | History | Reduced | 5,494 | 94 | 0.02% | 0.03% | 414 | -5,735 | -51.07% | Q1 2026 | May 06, 2026 |
| PRIVATE TRUST CO NA | History | No change | 5,460 | 94 | 0.01% | 0.01% | 413 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 5,398 | 93 | 0.0% | 0.0% | 415 | +74 | 1.39% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 5,153 | 88 | 0.0% | 0.0% | 416 | +281 | 5.77% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 5,148 | 87 | 0.02% | 0.0% | 418 | +4,377 | 567.7% | Q1 2026 | May 11, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 5,082 | 87 | 0.0% | 0.0% | 417 | +364 | 7.72% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 4,757 | 81 | 0.0% | 0.0% | 419 | +1,474 | 44.9% | Q1 2026 | Apr 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,529 | 77 | 0.0% | 0.0% | 421 | +1,263 | 38.67% | Q1 2026 | May 07, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 4,500 | 77 | 0.02% | 0.02% | 420 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Western Wealth Management, LLC | History | New | 4,289 | 73 | 0.0% | — | 422 | +4,289 | New | Q1 2026 | May 19, 2026 |
| SSA SWISS ADVISORS AG | History | No change | 3,760 | 67 | 0.03% | 0.03% | 423 | 0 | 0.0% | Q4 2025 | Feb 26, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Reduced | 3,859 | 66 | 0.0% | 0.0% | 424 | -1,450 | -27.31% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 3,710 | 64 | 0.04% | 0.04% | 425 | -608 | -14.08% | Q1 2026 | May 05, 2026 |
| North Star Investment Management Corp. | History | Added to | 3,410 | 58 | 0.0% | 0.0% | 426 | +3,210 | 1605.0% | Q1 2026 | Apr 23, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 12,442 | 46 | 0.0% | 0.0% | 428 | -1,418 | -10.23% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 2,706 | 46 | 0.0% | 0.0% | 427 | +523 | 23.96% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,517 | 43 | 0.0% | — | 429 | +2,517 | New | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | Added to | 2,493 | 42 | 0.0% | 0.0% | 430 | +997 | 66.64% | Q1 2026 | Apr 17, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 2,226 | 38 | 0.01% | 0.02% | 431 | -1,088 | -32.83% | Q1 2026 | Apr 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 2,176 | 37 | 0.0% | 0.0% | 433 | -550 | -20.18% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2,151 | 37 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,075 | 37 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 2,139 | 36 | 0.04% | 0.04% | 435 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,992 | 34 | 0.0% | 0.0% | 436 | +543 | 37.47% | Q1 2026 | Apr 13, 2026 |
| Orion Capital Management LLC | History | No change | 2,000 | 34 | 0.01% | 0.01% | 437 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smallwood Wealth Investment Management, LLC | History | No change | 2,000 | 34 | 0.02% | 0.02% | 438 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 172,500 | 30 | 0.0% | 0.0% | 439 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| IFG Advisory, LLC | History | New | 1,732 | 29 | 0.08% | — | 440 | +1,732 | New | Q1 2026 | May 12, 2026 |
| Heritage Wealth Advisors | History | No change | 1,610 | 27 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Grove Bank & Trust | History | No change | 1,600 | 27 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,518 | 26 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,500 | 25 | 0.0% | 0.0% | 445 | +400 | 36.36% | Q1 2026 | Apr 27, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,500 | 25 | 0.01% | 0.01% | 444 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HM PAYSON & CO | History | Reduced | 1,400 | 24 | 0.0% | 0.0% | 446 | -8,600 | -86.0% | Q1 2026 | Apr 13, 2026 |
| Osbon Capital Management LLC | History | New | 1,365 | 23 | 0.02% | — | 448 | +1,365 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 1,380 | 23 | 0.0% | 0.0% | 447 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 1,306 | 22 | 0.0% | — | 449 | +1,306 | New | Q1 2026 | Apr 30, 2026 |
| Pacific Center for Financial Services | History | No change | 1,200 | 20 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 1,141 | 19 | 0.0% | — | 452 | +1,141 | New | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,107 | 19 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 1,088 | 18 | 0.0% | — | 455 | +1,088 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 1,050 | 18 | 0.0% | 0.0% | 453 | +750 | 250.0% | Q1 2026 | Apr 24, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Reduced | 1,048 | 18 | 0.02% | 0.02% | 454 | -3 | -0.29% | Q1 2026 | May 06, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 1,000 | 17 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 1,000 | 17 | 0.01% | 0.01% | 457 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vision Retirement, LLC | History | No change | 1,028 | 17 | 0.0% | 0.0% | 458 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 982 | 16 | 0.0% | 0.0% | 460 | +184 | 23.06% | Q1 2026 | Apr 29, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 939 | 16 | 0.0% | 0.0% | 459 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 940 | 16 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| Hurley Capital, LLC | History | Reduced | 920 | 15 | 0.01% | 0.01% | 462 | -32 | -3.36% | Q1 2026 | May 06, 2026 |
| Triumph Capital Management | History | Reduced | 900 | 15 | 0.0% | 0.0% | 463 | -2 | -0.22% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | Added to | 850 | 14 | 0.01% | 0.01% | 464 | +76 | 9.82% | Q1 2026 | May 14, 2026 |
| PROTECTIVE LIFE CORP | History | New | 766 | 13 | 0.04% | — | 473 | +766 | New | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 802 | 13 | 0.0% | 0.0% | 465 | +687 | 597.39% | Q1 2026 | May 11, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 789 | 13 | 0.01% | 0.02% | 471 | -619 | -43.96% | Q1 2026 | Apr 17, 2026 |
| Activest Wealth Management | History | Reduced | 799 | 13 | 0.0% | 0.0% | 468 | -222 | -21.74% | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 761 | 13 | 0.0% | 0.0% | 469 | -50 | -6.17% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 714 | 13 | 0.0% | 0.0% | 467 | +18 | 2.59% | Q1 2026 | May 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 805 | 13 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 800 | 13 | 0.0% | 0.0% | 470 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Mountain Hill Investment Partners Corp. | History | No change | 760 | 13 | 0.01% | 0.01% | 472 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 700 | 12 | 0.01% | 0.01% | 474 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Coston, McIsaac & Partners | History | New | 623 | 10 | 0.0% | — | 476 | +623 | New | Q1 2026 | Apr 22, 2026 |
| Global Wealth Strategies & Associates | History | No change | 600 | 10 | 0.0% | 0.0% | 475 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 564 | 9 | 0.0% | — | 481 | +564 | New | Q1 2026 | May 08, 2026 |
| Legacy Wealth Managment, LLC/ID | History | New | 562 | 9 | 0.0% | — | 482 | +562 | New | Q1 2026 | May 07, 2026 |
| City State Bank | History | Added to | 530 | 9 | 0.0% | 0.0% | 479 | +270 | 103.85% | Q1 2026 | Apr 20, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 547 | 9 | 0.0% | 0.0% | 477 | +63 | 13.02% | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 509 | 9 | 0.0% | 0.0% | 480 | +9 | 1.8% | Q1 2026 | May 06, 2026 |
| DV EQUITIES, LLC | History | No change | 500 | 9 | 0.0% | 0.0% | 478 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Versant Capital Management, Inc | History | Added to | 497 | 8 | 0.0% | 0.0% | 485 | +340 | 216.56% | Q1 2026 | Apr 06, 2026 |
| Quent Capital, LLC | History | Reduced | 478 | 8 | 0.0% | 0.0% | 488 | -15 | -3.04% | Q1 2026 | Apr 28, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 500 | 8 | 0.0% | 0.0% | 483 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 449 | 8 | 0.01% | 0.01% | 484 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| WFA of San Diego, LLC | History | No change | 500 | 8 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | No change | 500 | 8 | 0.0% | 0.0% | 487 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Medallion Wealth Advisors, LLC | History | Reduced | 420 | 7 | 0.0% | 0.01% | 490 | -425 | -50.3% | Q1 2026 | Apr 24, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 407 | 7 | 0.0% | — | 491 | +407 | New | Q1 2026 | Apr 30, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 400 | 7 | 0.0% | 0.0% | 489 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 399 | 6 | 0.0% | 0.0% | 496 | -347 | -46.51% | Q1 2026 | Apr 30, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 400 | 6 | 0.0% | 0.0% | 492 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 375 | 6 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 405 | 6 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 363 | 6 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Knott David M Jr | History | No change | 400 | 6 | 0.0% | 0.0% | 497 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IFS Advisors, LLC | History | New | 275 | 4 | 0.0% | — | 505 | +275 | New | Q1 2026 | Apr 06, 2026 |
| Bollard Group LLC | History | New | 260 | 4 | 0.0% | — | 504 | +260 | New | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 256 | 4 | 0.0% | 0.0% | 503 | -216 | -45.76% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Reduced | 252 | 4 | 0.0% | 0.0% | 499 | -146 | -36.68% | Q1 2026 | May 06, 2026 |
| Signature Resources Capital Management, LLC | History | Reduced | 283 | 4 | 0.0% | 0.0% | 501 | -51 | -15.27% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 290 | 4 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD Capital Management LLC | History | No change | 244 | 4 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | No change | 250 | 4 | 0.0% | 0.0% | 502 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Sachetta, LLC | History | New | 198 | 3 | 0.0% | — | 511 | +198 | New | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | Added to | 206 | 3 | 0.0% | 0.0% | 507 | +150 | 267.86% | Q1 2026 | Apr 28, 2026 |
| COUNTRY TRUST BANK | History | No change | 200 | 3 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Larson Financial Group LLC | History | No change | 200 | 3 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NFSG Corp | History | No change | 200 | 3 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ares Financial Consulting, LLC | History | No change | 230 | 3 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Ascentis Independent Advisors | History | New | 136 | 2 | 0.0% | — | 521 | +136 | New | Q1 2026 | Apr 28, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 128 | 2 | 0.0% | — | 520 | +128 | New | Q1 2026 | May 13, 2026 |
| BOKF, NA | History | New | 117 | 2 | 0.0% | — | 519 | +117 | New | Q1 2026 | May 08, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 134 | 2 | 0.0% | 0.0% | 517 | -12 | -8.22% | Q1 2026 | Apr 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 122 | 2 | 0.0% | 0.0% | 512 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 157 | 2 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Geneos Wealth Management Inc. | History | No change | 168 | 2 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kingdom Financial Group LLC. | History | No change | 128 | 2 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Motiv8 Investments LLC | History | No change | 130 | 2 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 130 | 2 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | Reduced | 74 | 1 | 0.0% | 0.01% | 528 | -323 | -81.36% | Q1 2026 | Apr 29, 2026 |
| Blue Trust, Inc. | History | New | 82 | 1 | 0.0% | — | 530 | +82 | New | Q1 2026 | Apr 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 66 | 1 | 0.0% | — | 529 | +66 | New | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 71 | 1 | 0.0% | 0.0% | 525 | -44 | -38.26% | Q1 2026 | Apr 17, 2026 |
| SouthState Bank Corp | History | Added to | 99 | 1 | 0.0% | 0.0% | 522 | +28 | 39.44% | Q1 2026 | May 05, 2026 |
| Cromwell Holdings LLC | History | Added to | 61 | 1 | 0.0% | — | 526 | +14 | 29.79% | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | Added to | 59 | 1 | 0.0% | 0.0% | 524 | +1 | 1.72% | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 100 | 1 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| LRI Investments, LLC | History | No change | 77 | 1 | 0.0% | 0.0% | 527 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Closed out | 0 | 0 | — | 0.69% | — | -500,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -275,118 | -100.0% | Q1 2026 | May 15, 2026 |
| Limestone Investment Advisors LP | History | Closed out | 0 | 0 | — | 0.03% | — | -250,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -210,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -162,095 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.03% | — | -161,873 | -100.0% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -115,400 | -100.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114,603 | -100.0% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.31% | — | -108,371 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.01% | — | -99,236 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -78,654 | -100.0% | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -51,587 | -100.0% | Q1 2026 | May 07, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,118 | -100.0% | Q1 2026 | May 13, 2026 |
| LDR Capital Management LLC | History | Closed out | 0 | 0 | — | 0.57% | — | -22,851 | -100.0% | Q1 2026 | May 11, 2026 |
| IFC Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,294 | -100.0% | Q1 2026 | May 04, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,126 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Whalen Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -13,132 | -100.0% | Q1 2026 | Apr 13, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Carnegie Investment Counsel | History | Closed out | 0 | 0 | — | 0.0% | — | -12,475 | -100.0% | Q1 2026 | May 01, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,667 | -100.0% | Q1 2026 | May 15, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Closed out | 0 | 0 | — | 0.04% | — | -11,212 | -100.0% | Q1 2026 | May 12, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,617 | -100.0% | Q1 2026 | Apr 28, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,450 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,140 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Operose Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,900 | -100.0% | Q1 2026 | May 12, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -9,100 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -8,625 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Skaana Management L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,500 | -100.0% | Q1 2026 | May 11, 2026 |
| Holos Integrated Wealth LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,236 | -100.0% | Q1 2026 | Apr 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,947 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,142 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -806 | -100.0% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 12, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -800 | -100.0% | Q1 2026 | May 15, 2026 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q1 2026 | May 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -500 | -100.0% | Q1 2026 | May 11, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -472 | -100.0% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -470 | -100.0% | Q1 2026 | May 05, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | Apr 15, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -277 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Golden State Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -267 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q1 2026 | Apr 17, 2026 |
| HHM Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -175 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Financial Management LLC | History | Reduced | 28 | 0 | — | 0.0% | — | -134 | -82.72% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -111 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Elequin Capital, LP | History | Reduced | 37 | 0 | — | 0.0% | — | -102 | -73.38% | Q1 2026 | May 11, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 05, 2026 |
| Rialto Wealth Management, LLC | History | New | 46 | 0 | — | — | — | +46 | New | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -39 | -100.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Added to | 58 | 0 | — | — | — | +28 | 93.33% | Q1 2026 | May 01, 2026 |
| Bare Financial Services, Inc | History | New | 28 | 0 | — | — | — | +28 | New | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q1 2026 | May 21, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Apr 29, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 18 | 0 | — | 0.0% | — | -13 | -41.94% | Q1 2026 | Apr 16, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 06, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 56 | 0 | — | 0.0% | — | -9 | -13.85% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 54 | 0 | — | — | — | +3 | 5.88% | Q1 2026 | Apr 23, 2026 |
| Quattro Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 56 | 0 | — | — | — | +2 | 3.7% | Q1 2026 | Apr 21, 2026 |
| TFC Financial Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 23, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DecisionPoint Financial, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SWAN Capital LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 46 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |