STANLEY BLACK & DECKER, INC. - SWK

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025

13D/13G major owners: Ownership tab.

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.

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Investor	History	Status	Shares held	Market value ($000)	% of portfolio	Previous %	Rank	Change in shares	% change in shares	Source	Date reported
VANGUARD GROUP INC	History	No change	18,154,948	1,348,549	0.02%	0.02%	1	0	0.0%	Q4 2025	Jan 29, 2026
Capital Research Global Investors	History	Added to	12,975,998	922,036	0.14%	0.18%	2	+119,481	0.93%	Q1 2026	May 13, 2026
BlackRock, Inc.	History	Added to	10,324,071	733,628	0.01%	0.01%	3	+59,765	0.58%	Q1 2026	May 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC	History	New	10,064,474	715,181	0.02%	—	4	+10,064,474	New	Q1 2026	May 15, 2026
PRICE T ROWE ASSOCIATES INC /MD/	History	Added to	10,031,732	712,856	0.08%	0.08%	5	+133,542	1.35%	Q1 2026	May 15, 2026
STATE STREET CORP	History	Reduced	8,335,187	592,298	0.02%	0.02%	6	-549,462	-6.18%	Q1 2026	May 15, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC	History	New	6,886,035	489,321	0.03%	—	7	+6,886,035	New	Q1 2026	May 08, 2026
DIMENSIONAL FUND ADVISORS LP	History	Added to	4,976,851	353,618	0.07%	0.08%	8	+92,573	1.9%	Q1 2026	May 07, 2026
Great Hill Capital LLC	History	Reduced	2,659,508	301,286	19.61%	29.71%	9	-121,990	-4.39%	Q1 2026	Apr 29, 2026
GEODE CAPITAL MANAGEMENT, LLC	History	Added to	4,151,262	294,482	0.02%	0.02%	10	+110,173	2.73%	Q1 2026	May 15, 2026
AMERIPRISE FINANCIAL INC	History	Reduced	4,004,872	284,587	0.07%	0.07%	11	-25,700	-0.64%	Q1 2026	May 15, 2026
WELLS FARGO & COMPANY/MN	History	Reduced	3,955,743	281,095	0.05%	0.05%	12	-10,338	-0.26%	Q1 2026	May 11, 2026
Invesco Ltd.	History	Added to	3,605,886	256,234	0.04%	0.04%	13	+276,993	8.32%	Q1 2026	May 12, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC	History	Reduced	3,220,670	228,860	0.71%	0.72%	14	-7,577	-0.23%	Q1 2026	May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP	History	Reduced	3,015,637	214,291	0.02%	0.03%	15	-700,238	-18.84%	Q1 2026	May 15, 2026
MORGAN STANLEY	History	Added to	2,761,892	196,260	0.01%	0.01%	16	+382,676	16.08%	Q1 2026	May 15, 2026
SCHRODER INVESTMENT MANAGEMENT GROUP	History	Added to	2,624,166	186,473	0.15%	0.15%	17	+38,166	1.48%	Q1 2026	May 14, 2026
Clean Energy Transition LLP	History	Reduced	2,601,390	184,854	12.03%	18.2%	18	-334,683	-11.4%	Q1 2026	May 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C.	History	Added to	2,300,421	163,467	0.25%	0.09%	19	+1,534,586	200.38%	Q1 2026	May 15, 2026
ProShare Advisors LLC	History	Reduced	2,021,797	143,668	0.21%	0.31%	20	-314,087	-13.45%	Q1 2026	Apr 24, 2026
NORGES BANK	History	No change	1,803,457	133,960	0.01%	0.01%	21	0	0.0%	Q4 2025	Feb 10, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	History	Added to	1,698,376	120,686	0.02%	0.02%	22	+56,052	3.41%	Q1 2026	May 15, 2026
GOLDMAN SACHS GROUP INC	History	Added to	1,657,648	117,792	0.01%	0.01%	23	+145,769	9.64%	Q1 2026	May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	History	Reduced	1,643,332	116,775	0.04%	0.04%	24	-228,507	-12.21%	Q1 2026	May 14, 2026
UBS Group AG	History	Added to	1,525,368	108,392	0.02%	0.02%	25	+201,382	15.21%	Q1 2026	May 05, 2026
FORT WASHINGTON INVESTMENT ADVISORS INC /OH/	History	Reduced	1,432,504	101,793	0.56%	0.62%	26	-130,400	-8.34%	Q1 2026	Apr 22, 2026
NORTHERN TRUST CORP	History	Added to	1,335,011	94,865	0.01%	0.01%	27	+14,394	1.09%	Q1 2026	May 14, 2026
Bank of New York Mellon Corp	History	Added to	1,297,222	92,180	0.02%	0.02%	28	+14,464	1.13%	Q1 2026	May 05, 2026
AQR CAPITAL MANAGEMENT LLC	History	Added to	1,221,501	84,845	0.04%	0.02%	29	+711,870	139.68%	Q1 2026	May 15, 2026
VANGUARD FIDUCIARY TRUST CO	History	New	871,980	61,962	0.02%	—	30	+871,980	New	Q1 2026	May 08, 2026
BANK OF AMERICA CORP /DE/	History	Reduced	845,799	60,102	0.0%	0.01%	31	-475,356	-35.98%	Q1 2026	May 15, 2026
COOKE & BIELER LP	History	Reduced	833,900	59,256	0.67%	0.96%	32	-407,646	-32.83%	Q1 2026	May 04, 2026
STIFEL FINANCIAL CORP	History	Added to	754,118	53,587	0.05%	0.05%	33	+26,845	3.69%	Q1 2026	May 12, 2026
Freestone Grove Partners LP	History	Added to	708,037	50,313	0.36%	0.06%	34	+593,025	515.62%	Q1 2026	May 15, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	History	New	667,722	47,448	0.03%	—	35	+667,722	New	Q1 2026	May 14, 2026
Caption Management, LLC	History	New	623,363	44,296	0.26%	—	36	+623,363	New	Q1 2026	May 15, 2026
Vest Financial, LLC	History	Reduced	619,875	44,048	0.53%	0.67%	37	-92,634	-13.0%	Q1 2026	Apr 23, 2026
CITADEL ADVISORS LLC	History	Reduced	580,720	41,265	0.01%	0.01%	38	-502,258	-46.38%	Q1 2026	May 15, 2026
DEUTSCHE BANK AG\	History	Added to	556,450	39,541	0.01%	0.01%	39	+78,040	16.31%	Q1 2026	May 06, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	History	Added to	552,996	39,295	0.01%	0.01%	40	+7,430	1.36%	Q1 2026	May 13, 2026
Clark Capital Management Group, Inc.	History	New	551,997	39,224	0.24%	—	41	+551,997	New	Q1 2026	May 15, 2026
BNP PARIBAS FINANCIAL MARKETS	History	Added to	532,066	38,800	0.02%	0.01%	42	+224,918	73.23%	Q1 2026	May 12, 2026
WILSEY ASSET MANAGEMENT INC	History	Added to	533,523	37,912	5.94%	6.03%	43	+10,251	1.96%	Q1 2026	Apr 28, 2026
Paralel Advisors LLC	History	Reduced	530,000	37,661	1.57%	1.96%	44	-150,000	-22.06%	Q1 2026	May 07, 2026
Mariner, LLC	History	Added to	520,241	36,968	0.04%	0.04%	45	+46,425	9.8%	Q1 2026	May 13, 2026
AMERICAN CENTURY COMPANIES INC	History	Added to	514,771	36,579	0.02%	0.0%	46	+508,548	8172.07%	Q1 2026	May 15, 2026
FIRST TRUST ADVISORS LP	History	Added to	480,739	34,161	0.02%	0.02%	47	+34,871	7.82%	Q1 2026	May 13, 2026
Gotham Asset Management, LLC	History	Added to	466,267	33,132	0.1%	0.07%	48	+200,548	75.47%	Q1 2026	May 15, 2026
NOMURA ASSET MANAGEMENT CO LTD	History	Reduced	461,958	32,826	0.08%	0.1%	49	-70,004	-13.16%	Q1 2026	May 11, 2026
FMR LLC	History	Added to	449,661	31,952	0.0%	0.0%	50	+15,997	3.69%	Q1 2026	May 15, 2026
AEGON ASSET MANAGEMENT UK PLC	History	New	435,220	30,909	0.41%	—	51	+435,220	New	Q1 2026	Apr 16, 2026
Alyeska Investment Group, L.P.	History	Reduced	432,566	30,738	0.09%	0.25%	52	-758,974	-63.7%	Q1 2026	May 15, 2026
Nuveen, LLC	History	Added to	415,992	29,560	0.01%	0.01%	53	+32,715	8.54%	Q1 2026	Apr 30, 2026
MILLENNIUM MANAGEMENT LLC	History	Added to	413,167	29,359	0.01%	0.01%	54	+97,774	31.0%	Q1 2026	May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP	History	Added to	409,327	29,086	0.01%	0.0%	55	+49,762	13.84%	Q1 2026	May 15, 2026
JPMORGAN CHASE & CO	History	Added to	427,485	28,821	0.0%	0.0%	56	+129,467	43.44%	Q1 2026	May 13, 2026
ARIEL INVESTMENTS, LLC	History	Reduced	396,952	28,207	0.32%	0.34%	57	-24,435	-5.8%	Q1 2026	May 14, 2026
IMC-Chicago, LLC	History	Added to	375,900	26,711	0.01%	0.01%	58	+5,200	1.4%	Q1 2026	May 05, 2026
JANE STREET GROUP, LLC	History	Added to	371,314	26,385	0.0%	0.0%	59	+57,086	18.17%	Q1 2026	May 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE	History	Added to	371,251	26,381	0.02%	0.02%	60	+38,958	11.72%	Q1 2026	May 15, 2026
ROYAL BANK OF CANADA	History	Reduced	358,991	25,510	0.0%	0.0%	61	-24,542	-6.4%	Q1 2026	May 15, 2026
Janney Montgomery Scott LLC	History	Added to	352,631	25,058	0.06%	0.04%	62	+139,473	65.43%	Q1 2026	Apr 22, 2026
COMMONWEALTH EQUITY SERVICES, LLC	History	Added to	349,046	24,803	0.03%	0.03%	63	+13,287	3.96%	Q1 2026	Apr 27, 2026
Vanguard Global Advisers, LLC	History	New	347,955	24,725	0.01%	—	64	+347,955	New	Q1 2026	May 08, 2026
Amundi	History	Added to	336,884	23,938	0.01%	0.0%	65	+98,655	41.41%	Q1 2026	May 15, 2026
RAYMOND JAMES FINANCIAL INC	History	Reduced	330,248	23,467	0.01%	0.01%	66	-29,344	-8.16%	Q1 2026	May 14, 2026
BARCLAYS PLC	History	Reduced	327,624	23,280	0.01%	0.01%	67	-16,402	-4.77%	Q1 2026	May 14, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P.	History	Added to	314,226	22,328	0.33%	0.29%	68	+44,314	16.42%	Q1 2026	May 12, 2026
Swiss National Bank	History	Added to	306,535	21,782	0.01%	0.01%	69	+1,300	0.43%	Q1 2026	May 07, 2026
Sunriver Management LLC	History	Reduced	293,036	20,823	3.52%	3.38%	70	-140,637	-32.43%	Q1 2026	May 14, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	History	Added to	285,930	20,318	0.01%	0.01%	71	+15,438	5.71%	Q1 2026	May 06, 2026
Qube Research & Technologies Ltd	History	Added to	285,027	20,254	0.02%	0.0%	72	+279,127	4730.97%	Q1 2026	May 15, 2026
D. E. Shaw & Co., Inc.	History	Reduced	282,873	20,100	0.01%	0.03%	73	-407,788	-59.04%	Q1 2026	May 15, 2026
RHUMBLINE ADVISERS	History	Added to	280,841	19,956	0.02%	0.02%	74	+4,327	1.56%	Q1 2026	May 12, 2026
Legal & General Group Plc	History	Reduced	273,417	19,427	0.0%	0.0%	75	-22,454	-7.59%	Q1 2026	May 08, 2026
PEAK6 LLC	History	Reduced	270,573	19,226	0.05%	0.04%	76	-24,311	-8.24%	Q1 2026	May 13, 2026
SEI INVESTMENTS CO	History	Added to	265,676	18,878	0.02%	0.01%	77	+93,548	54.35%	Q1 2026	May 13, 2026
Russell Investments Group, Ltd.	History	Reduced	261,093	18,543	0.02%	0.03%	78	-108,903	-29.43%	Q1 2026	May 08, 2026
Mitsubishi UFJ Asset Management Co., Ltd.	History	Added to	248,422	17,652	0.01%	0.01%	79	+368	0.15%	Q1 2026	May 12, 2026
Quantinno Capital Management LP	History	Added to	247,135	17,561	0.03%	0.03%	80	+61,376	33.04%	Q1 2026	May 15, 2026
ENVESTNET ASSET MANAGEMENT INC	History	Added to	245,876	17,471	0.0%	0.0%	81	+125,749	104.68%	Q1 2026	May 04, 2026
Swiss Life Asset Management Ltd	History	Added to	231,662	16,461	0.08%	0.08%	82	+9,331	4.2%	Q1 2026	May 14, 2026
Hardman Johnston Global Advisors LLC	History	Added to	223,484	15,880	0.75%	0.38%	83	+114,916	105.85%	Q1 2026	May 13, 2026
SIMPLEX TRADING, LLC	History	Reduced	220,268	15,652	0.01%	0.01%	84	-62,960	-22.23%	Q1 2026	May 14, 2026
VICTORY CAPITAL MANAGEMENT INC	History	Added to	212,574	15,105	0.01%	0.0%	85	+97,211	84.27%	Q1 2026	May 15, 2026
GODSEY & GIBB, INC	History	Added to	212,332	15,088	1.31%	1.39%	86	+3,659	1.75%	Q1 2026	Apr 20, 2026
HSBC HOLDINGS PLC	History	Reduced	207,667	14,712	0.01%	0.01%	87	-34,841	-14.37%	Q1 2026	Apr 30, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P.	History	Added to	202,710	14,404	1.06%	1.06%	88	+10,778	5.62%	Q1 2026	Apr 22, 2026
DELTA ASSET MANAGEMENT LLC/TN	History	Reduced	189,206	13,444	1.23%	1.23%	89	-3,476	-1.8%	Q1 2026	May 11, 2026
NEW SOUTH CAPITAL MANAGEMENT INC	History	Added to	189,197	13,444	0.64%	0.64%	90	+1,628	0.87%	Q1 2026	May 12, 2026
ALLIANCEBERNSTEIN L.P.	History	Reduced	176,434	13,105	0.0%	0.0%	91	-7,612	-4.14%	Q1 2026	May 15, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	History	Added to	178,974	12,717	0.01%	0.01%	92	+32,606	22.28%	Q1 2026	May 15, 2026
PRINCIPAL FINANCIAL GROUP INC	History	Added to	172,533	12,260	0.01%	0.01%	93	+1,638	0.96%	Q1 2026	May 04, 2026
Man Group plc	History	Added to	170,551	12,119	0.02%	0.01%	94	+85,563	100.68%	Q1 2026	May 15, 2026
TUDOR INVESTMENT CORP ET AL	History	Reduced	166,469	11,829	0.02%	0.02%	95	-7,569	-4.35%	Q1 2026	May 15, 2026
CITIGROUP INC	History	Reduced	163,930	11,648	0.0%	0.01%	96	-24,764	-13.12%	Q1 2026	May 11, 2026
LPL Financial LLC	History	Added to	161,396	11,468	0.0%	0.0%	97	+35,336	28.03%	Q1 2026	May 06, 2026
FIFTH THIRD BANCORP	History	Added to	154,867	11,004	0.02%	0.0%	98	+147,101	1894.17%	Q1 2026	May 01, 2026
COMERICA BANK	History	No change	144,803	10,755	0.04%	0.04%	99	0	0.0%	Q4 2025	Jan 29, 2026
Gilman Hill Asset Management, LLC	History	Reduced	144,063	10,237	1.55%	1.75%	100	-5,176	-3.47%	Q1 2026	Apr 08, 2026
CANADA PENSION PLAN INVESTMENT BOARD	History	Added to	141,400	10,047	0.01%	0.0%	101	+136,881	3029.01%	Q1 2026	May 15, 2026
VANGUARD ASSET MANAGEMENT, Ltd	History	New	140,399	9,976	0.01%	—	102	+140,399	New	Q1 2026	May 08, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	History	No change	138,400	9,834	0.02%	0.02%	103	0	0.0%	Q1 2026	May 08, 2026
BANK OF MONTREAL /CAN/	History	Reduced	130,229	9,254	0.0%	0.0%	104	-19,864	-13.23%	Q1 2026	May 13, 2026
Kiltearn Partners LLP	History	Reduced	127,800	9,081	2.44%	2.49%	105	-26,700	-17.28%	Q1 2026	May 14, 2026
Meiji Yasuda Asset Management Co Ltd.	History	Reduced	127,749	9,077	0.45%	0.56%	106	-29,324	-18.67%	Q1 2026	May 14, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM	History	No change	127,097	9,032	0.02%	0.02%	107	0	0.0%	Q1 2026	Apr 27, 2026
EASTERN BANK	History	Added to	126,182	8,966	0.15%	0.0%	108	+122,800	3630.99%	Q1 2026	Apr 07, 2026
Walleye Trading LLC	History	Reduced	125,900	8,946	0.01%	0.02%	109	-23,800	-15.9%	Q1 2026	May 08, 2026
ALGERT GLOBAL LLC	History	New	125,590	8,924	0.13%	—	110	+125,590	New	Q1 2026	May 14, 2026
BCWM, LLC	History	Added to	125,362	8,908	2.52%	2.65%	111	+6,342	5.33%	Q1 2026	May 14, 2026
Sound Income Strategies, LLC	History	Added to	123,254	8,772	0.42%	0.48%	112	+3,916	3.28%	Q1 2026	Apr 27, 2026
Point72 Asset Management, L.P.	History	Reduced	123,200	8,754	0.01%	0.06%	113	-629,007	-83.62%	Q1 2026	May 15, 2026
IEQ CAPITAL, LLC	History	Added to	122,036	8,671	0.04%	0.01%	114	+62,828	106.11%	Q1 2026	May 14, 2026
DE BURLO GROUP INC	History	Reduced	121,995	8,668	1.96%	1.87%	115	-85,292	-41.15%	Q1 2026	May 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC	History	Added to	120,808	8,584	0.03%	0.01%	116	+88,116	269.53%	Q1 2026	May 15, 2026
Americana Partners, LLC	History	Added to	119,407	8,485	0.22%	0.23%	117	+6,147	5.43%	Q1 2026	May 12, 2026
KENNEDY CAPITAL MANAGEMENT LLC	History	Added to	115,966	8,240	0.17%	0.14%	118	+27,924	31.72%	Q1 2026	May 13, 2026
South Dakota Investment Council	History	No change	113,214	8,045	0.15%	0.16%	119	0	0.0%	Q1 2026	May 18, 2026
Janney Capital Management LLC	History	No change	107,936	8,018	0.5%	0.5%	120	0	0.0%	Q4 2025	Feb 11, 2026
Douglas Lane & Associates, LLC	History	Added to	112,302	7,980	0.12%	0.11%	121	+5,452	5.1%	Q1 2026	Apr 15, 2026
JONES FINANCIAL COMPANIES LLLP	History	Added to	111,646	7,688	0.0%	0.0%	122	+13,738	14.03%	Q1 2026	May 15, 2026
GROUP ONE TRADING LLC	History	Reduced	106,955	7,600	0.01%	0.02%	123	-75,154	-41.27%	Q1 2026	May 13, 2026
Squarepoint Ops LLC	History	Added to	105,817	7,519	0.01%	0.01%	124	+3,289	3.21%	Q1 2026	May 15, 2026
Rempart Asset Management Inc.	History	Reduced	102,061	7,252	1.53%	1.44%	125	-350	-0.34%	Q1 2026	Apr 15, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH	History	Reduced	98,327	7,011	0.01%	0.02%	126	-28,881	-22.7%	Q1 2026	May 11, 2026
Alphadyne Asset Management LP	History	New	95,842	6,810	0.12%	—	127	+95,842	New	Q1 2026	May 15, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC	History	Added to	95,517	6,787	0.03%	0.0%	128	+88,063	1181.42%	Q1 2026	May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC	History	Reduced	92,939	6,604	0.08%	0.08%	129	-1,559	-1.65%	Q1 2026	Apr 24, 2026
Walleye Capital LLC	History	Reduced	92,415	6,567	0.03%	0.04%	130	-67,996	-42.39%	Q1 2026	May 13, 2026
VAN DEN BERG MANAGEMENT I, INC	History	Added to	92,203	6,551	1.5%	1.52%	131	+2,602	2.9%	Q1 2026	May 15, 2026
Horizon Investments, LLC	History	Added to	91,113	6,474	0.07%	0.08%	132	+10,295	12.74%	Q1 2026	May 14, 2026
Ensign Peak Advisors, Inc	History	Reduced	84,411	5,998	0.01%	0.01%	133	-1,240	-1.45%	Q1 2026	May 13, 2026
Advisors Asset Management, Inc.	History	Added to	83,785	5,953	0.1%	0.09%	134	+15,008	21.82%	Q1 2026	May 15, 2026
NEW YORK STATE COMMON RETIREMENT FUND	History	Reduced	81,463	5,788	0.01%	0.01%	135	-4,100	-4.79%	Q1 2026	May 06, 2026
Catherine Avery Investment Management LLC	History	Added to	78,248	5,560	2.49%	2.65%	136	+18,669	31.33%	Q1 2026	May 15, 2026
PRUDENTIAL FINANCIAL INC	History	Reduced	77,452	5,503	0.01%	0.01%	137	-2,255	-2.83%	Q1 2026	May 13, 2026
Chevy Chase Trust Holdings, LLC	History	Reduced	76,304	5,422	0.02%	0.02%	138	-2,224	-2.83%	Q1 2026	May 15, 2026
FEDERATED HERMES, INC.	History	Added to	75,585	5,371	0.01%	0.01%	139	+1,775	2.4%	Q1 2026	May 11, 2026
Cetera Investment Advisers	History	Added to	75,389	5,357	0.01%	0.0%	140	+17,592	30.44%	Q1 2026	May 13, 2026
Regents Gate Capital LLP	History	New	74,393	5,286	1.13%	—	141	+74,393	New	Q1 2026	May 07, 2026
NORDEA INVESTMENT MANAGEMENT AB	History	Reduced	75,510	5,210	0.0%	0.01%	142	-2,679	-3.43%	Q1 2026	May 13, 2026
OPPENHEIMER ASSET MANAGEMENT INC.	History	Added to	72,500	5,151	0.06%	0.06%	143	+7,872	12.18%	Q1 2026	Apr 23, 2026
Monte Financial Group, LLC	History	Added to	71,303	5,066	1.8%	1.97%	144	+85	0.12%	Q1 2026	May 14, 2026
Goelzer Investment Management, Inc.	History	Added to	71,270	5,064	0.24%	0.24%	145	+160	0.23%	Q1 2026	Apr 09, 2026
SG Americas Securities, LLC	History	Reduced	69,918	4,968	0.01%	0.01%	146	-2,180	-3.02%	Q1 2026	Apr 16, 2026
Insight Wealth Strategies, LLC	History	Added to	69,926	4,968	0.55%	0.58%	147	+2,131	3.14%	Q1 2026	Apr 10, 2026
Brevan Howard Capital Management LP	History	New	69,405	4,931	0.04%	—	148	+69,405	New	Q1 2026	May 15, 2026
Old North State Wealth Management, LLC	History	Reduced	68,721	4,887	2.26%	2.59%	149	-5,366	-7.24%	Q1 2026	Apr 17, 2026
APG Asset Management N.V.	History	Reduced	79,105	4,878	0.02%	0.01%	150	-1,200	-1.49%	Q1 2026	May 13, 2026
JANUS HENDERSON GROUP PLC	History	Reduced	68,591	4,871	0.0%	0.0%	151	-384	-0.56%	Q1 2026	May 18, 2026
DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD.	History	New	66,542	4,728	0.48%	—	152	+66,542	New	Q1 2026	May 14, 2026
Treasurer of the State of North Carolina	History	Added to	66,168	4,702	0.01%	0.02%	153	+1,409	2.18%	Q1 2026	May 14, 2026
GUGGENHEIM CAPITAL LLC	History	Added to	66,129	4,699	0.04%	0.02%	154	+33,672	103.74%	Q1 2026	May 15, 2026
Sompo Asset Management Co., Ltd.	History	Added to	66,083	4,695	0.86%	0.83%	155	+540	0.82%	Q1 2026	Apr 30, 2026
Sumitomo Mitsui Trust Group, Inc.	History	Reduced	65,507	4,654	0.0%	0.0%	156	-6,957	-9.6%	Q1 2026	Apr 30, 2026
NATIONAL BANK OF CANADA /FI/	History	Added to	65,336	4,642	0.0%	0.0%	157	+866	1.34%	Q1 2026	May 14, 2026
Police & Firemen's Retirement System of New Jersey	History	No change	65,255	4,637	0.04%	0.04%	158	0	0.0%	Q1 2026	Apr 29, 2026
Engineers Gate Manager LP	History	Reduced	64,883	4,610	0.06%	0.22%	159	-188,800	-74.42%	Q1 2026	May 15, 2026
ICON ADVISERS INC/CO	History	Added to	64,550	4,586	1.06%	0.54%	160	+30,710	90.75%	Q1 2026	May 13, 2026
Baird Financial Group, Inc.	History	Added to	63,073	4,481	0.01%	0.01%	161	+5,597	9.74%	Q1 2026	May 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD	History	Reduced	61,933	4,400	0.01%	0.01%	162	-6,900	-10.02%	Q1 2026	May 15, 2026
COMMERCE BANK	History	Reduced	61,259	4,353	0.02%	0.03%	163	-277	-0.45%	Q1 2026	May 11, 2026
MEYER HANDELMAN CO	History	No change	61,082	4,340	0.13%	0.14%	164	0	0.0%	Q1 2026	Apr 20, 2026
NewSquare Capital LLC	History	Reduced	61,034	4,337	0.38%	0.41%	165	-813	-1.31%	Q1 2026	May 08, 2026
CANADA LIFE ASSURANCE Co	History	Added to	60,919	4,335	0.01%	0.01%	166	+418	0.69%	Q1 2026	May 14, 2026
Erste Asset Management GmbH	History	Added to	63,406	4,274	0.04%	0.02%	167	+29,770	88.51%	Q1 2026	May 11, 2026
Creative Planning	History	Added to	56,736	4,031	0.0%	0.0%	168	+26,155	85.53%	Q1 2026	May 12, 2026
Concurrent Investment Advisors, LLC	History	Added to	56,727	4,030	0.04%	0.04%	169	+11,210	24.63%	Q1 2026	Apr 20, 2026
Zurcher Kantonalbank (Zurich Cantonalbank)	History	Added to	55,113	3,916	0.01%	0.01%	170	+10,288	22.95%	Q1 2026	May 15, 2026
Olstein Capital Management, L.P.	History	Reduced	55,000	3,908	0.85%	1.17%	171	-22,000	-28.57%	Q1 2026	Apr 21, 2026
State of New Jersey Common Pension Fund D	History	No change	52,359	3,720	0.01%	0.01%	172	0	0.0%	Q1 2026	May 05, 2026
DANSKE BANK A/S	History	Reduced	49,216	3,497	0.01%	0.01%	173	-693	-1.39%	Q1 2026	May 12, 2026
Cerity Partners LLC	History	Reduced	48,843	3,470	0.0%	0.01%	174	-7,963	-14.02%	Q1 2026	May 15, 2026
Legato Capital Management LLC	History	Added to	48,800	3,467	0.32%	0.21%	175	+16,000	48.78%	Q1 2026	May 14, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	History	Reduced	48,726	3,462	0.01%	0.01%	176	-1,384	-2.76%	Q1 2026	May 14, 2026
CIBC Bancorp USA Inc.	History	New	46,834	3,328	0.0%	—	177	+46,834	New	Q1 2026	May 12, 2026
Mirae Asset Global Investments Co., Ltd.	History	Added to	46,569	3,309	0.0%	0.01%	178	+6,846	17.23%	Q1 2026	May 04, 2026
TRUIST FINANCIAL CORP	History	Added to	46,478	3,302	0.0%	0.0%	179	+38,831	507.79%	Q1 2026	Apr 27, 2026
Pekin Hardy Strauss, Inc.	History	Reduced	45,439	3,228	0.34%	0.34%	180	-4,685	-9.35%	Q1 2026	May 06, 2026
Robeco Institutional Asset Management B.V.	History	Added to	45,312	3,219	0.0%	0.0%	181	+12,313	37.31%	Q1 2026	Apr 21, 2026
Brendel Financial Advisors LLC	History	New	45,070	3,202	1.58%	—	182	+45,070	New	Q1 2026	Apr 15, 2026
ExodusPoint Capital Management, LP	History	New	45,000	3,195	0.03%	—	183	+45,000	New	Q1 2026	May 14, 2026
PNC FINANCIAL SERVICES GROUP, INC.	History	Added to	44,959	3,194	0.0%	0.0%	184	+3,644	8.82%	Q1 2026	May 08, 2026
Handelsbanken Fonder AB	History	No change	44,400	3,155	0.01%	0.01%	185	0	0.0%	Q1 2026	Apr 28, 2026
CWM, LLC	History	Added to	44,090	3,133	0.01%	0.0%	186	+26,577	151.76%	Q1 2026	May 14, 2026
HighTower Advisors, LLC	History	Reduced	44,065	3,131	0.0%	0.0%	187	-3,159	-6.69%	Q1 2026	May 05, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD	History	Added to	44,045	3,129	0.01%	0.01%	188	+4,459	11.26%	Q1 2026	May 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al	History	No change	41,750	3,101	0.02%	0.02%	189	0	0.0%	Q4 2025	Feb 04, 2026
Allen Capital Group, LLC	History	No change	41,404	3,075	0.28%	0.28%	190	0	0.0%	Q4 2025	Feb 09, 2026
Arizona State Retirement System	History	Reduced	42,538	3,022	0.02%	0.02%	191	-425	-0.99%	Q1 2026	May 01, 2026
Czech National Bank	History	Added to	42,182	2,997	0.02%	0.02%	192	+1,342	3.29%	Q1 2026	Apr 13, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	History	Reduced	43,647	2,995	0.01%	0.01%	193	-15,536	-26.25%	Q1 2026	Apr 08, 2026
Kinloch Capital, LLC	History	Added to	41,701	2,963	1.21%	0.99%	194	+10,786	34.89%	Q1 2026	May 15, 2026
NISA INVESTMENT ADVISORS, LLC	History	Reduced	41,577	2,954	0.01%	0.01%	195	-1,458	-3.39%	Q1 2026	Apr 30, 2026
TWINBEECH CAPITAL LP	History	Added to	40,927	2,908	0.3%	0.02%	196	+37,669	1156.2%	Q1 2026	May 15, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM	History	Reduced	40,431	2,873	0.02%	0.01%	197	-100	-0.25%	Q1 2026	May 04, 2026
Vanguard Investments Australia, Ltd.	History	New	39,804	2,828	0.01%	—	200	+39,804	New	Q1 2026	May 08, 2026
Y-Intercept (Hong Kong) Ltd	History	Added to	39,808	2,828	0.05%	0.05%	199	+9,974	33.43%	Q1 2026	Apr 27, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	History	Added to	39,811	2,828	0.02%	0.02%	198	+5,045	14.51%	Q1 2026	May 07, 2026
FIRST CITIZENS BANK & TRUST CO	History	New	39,718	2,822	0.06%	—	201	+39,718	New	Q1 2026	May 13, 2026
BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	History	Reduced	39,211	2,781	0.02%	0.02%	202	-5,368	-12.04%	Q1 2026	May 14, 2026
Envestnet Portfolio Solutions, Inc.	History	New	37,012	2,630	0.01%	—	203	+37,012	New	Q1 2026	Apr 29, 2026
Pictet Asset Management Holding SA	History	Added to	36,785	2,613	0.0%	0.0%	204	+1,189	3.34%	Q1 2026	Apr 22, 2026
MetLife Investment Management, LLC	History	Reduced	36,182	2,571	0.01%	0.01%	205	-939	-2.53%	Q1 2026	May 14, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	History	Added to	36,079	2,563	0.01%	0.01%	206	+52	0.14%	Q1 2026	May 01, 2026
Fiduciary Alliance LLC	History	Added to	38,150	2,562	0.15%	0.03%	207	+31,402	465.35%	Q1 2026	Apr 20, 2026
Mitsubishi UFJ Trust & Banking Corp	History	Added to	35,988	2,557	0.01%	0.0%	208	+9,326	34.98%	Q1 2026	May 12, 2026
CIBC Asset Management Inc	History	Added to	34,453	2,448	0.01%	0.01%	209	+154	0.45%	Q1 2026	May 12, 2026
KLP KAPITALFORVALTNING AS	History	Added to	34,200	2,430	0.01%	0.01%	210	+1,100	3.32%	Q1 2026	Apr 29, 2026
Kovack Advisors, Inc.	History	Reduced	34,163	2,427	0.13%	0.12%	211	-870	-2.48%	Q1 2026	May 12, 2026
Sage Capital Advisors,llc	History	Added to	34,019	2,417	0.56%	0.6%	212	+272	0.81%	Q1 2026	Apr 07, 2026
Retirement Systems of Alabama	History	Reduced	32,891	2,337	0.01%	0.01%	213	-60	-0.18%	Q1 2026	Apr 24, 2026
Tidal Investments LLC	History	Added to	32,727	2,325	0.0%	0.0%	214	+5,445	19.96%	Q1 2026	May 15, 2026
State of Tennessee, Department of Treasury	History	No change	31,353	2,227	0.01%	0.01%	215	0	0.0%	Q1 2026	May 15, 2026
All Terrain Financial Advisors, LLC	History	Added to	31,065	2,207	0.52%	0.52%	216	+771	2.55%	Q1 2026	May 12, 2026
Arkadios Wealth Advisors	History	Added to	31,056	2,206	0.04%	0.04%	217	+6,660	27.3%	Q1 2026	May 18, 2026
VOYA INVESTMENT MANAGEMENT LLC	History	Reduced	30,569	2,172	0.0%	0.04%	218	-582,203	-95.01%	Q1 2026	May 12, 2026
Neuberger Berman Group LLC	History	Added to	30,086	2,137	0.0%	0.0%	219	+8,505	39.41%	Q1 2026	May 14, 2026
AMALGAMATED BANK	History	Reduced	28,513	2,026	0.02%	0.02%	220	-2,987	-9.48%	Q1 2026	May 08, 2026
OSAIC HOLDINGS, INC.	History	Reduced	27,645	1,965	0.0%	0.0%	221	-1,691	-5.76%	Q1 2026	May 15, 2026
TD ASSET MANAGEMENT INC	History	Added to	27,005	1,918	0.0%	0.0%	222	+106	0.39%	Q1 2026	May 11, 2026
Summit Trail Advisors, LLC	History	Reduced	26,634	1,892	0.03%	0.04%	223	-3,492	-11.59%	Q1 2026	May 12, 2026
BROWN ADVISORY INC	History	Added to	26,232	1,864	0.0%	0.0%	224	+71	0.27%	Q1 2026	May 15, 2026
HRT FINANCIAL LP	History	Reduced	26,008	1,848	0.0%	0.02%	225	-71,348	-73.29%	Q1 2026	May 14, 2026
MML INVESTORS SERVICES, LLC	History	Added to	25,678	1,824	0.01%	0.0%	226	+12,702	97.89%	Q1 2026	May 04, 2026
THRIVENT FINANCIAL FOR LUTHERANS	History	Reduced	25,453	1,809	0.0%	0.0%	227	-9,416	-27.0%	Q1 2026	May 01, 2026
SCOTIA CAPITAL INC.	History	Reduced	25,392	1,804	0.01%	0.01%	228	-88	-0.35%	Q1 2026	May 13, 2026
Utah Retirement Systems	History	No change	25,378	1,803	0.02%	0.02%	229	0	0.0%	Q1 2026	May 15, 2026
Cambridge Investment Research Advisors, Inc.	History	Reduced	25,198	1,791	0.0%	0.01%	230	-385	-1.5%	Q1 2026	Apr 30, 2026
DekaBank Deutsche Girozentrale	History	No change	25,979	1,781	0.0%	0.0%	231	0	0.0%	Q1 2026	May 07, 2026
Ally Financial Inc.	History	No change	25,000	1,776	0.22%	0.23%	232	0	0.0%	Q1 2026	May 12, 2026
Resona Asset Management Co.,Ltd.	History	Reduced	26,102	1,759	0.01%	0.01%	233	-3,470	-11.73%	Q1 2026	Apr 29, 2026
Focus Partners Wealth	History	Added to	24,746	1,758	0.0%	0.0%	234	+8,525	52.56%	Q1 2026	May 14, 2026
CAPTRUST FINANCIAL ADVISORS	History	Added to	24,701	1,755	0.0%	0.0%	235	+5,710	30.07%	Q1 2026	May 14, 2026
CULLINAN ASSOCIATES INC	History	No change	24,600	1,748	0.14%	0.12%	236	0	0.0%	Q1 2026	May 01, 2026
TORONTO DOMINION BANK	History	Reduced	24,281	1,725	0.0%	0.0%	237	-1,980	-7.54%	Q1 2026	May 15, 2026
Impax Asset Management Group plc	History	Added to	23,972	1,703	0.01%	0.01%	238	+9,030	60.43%	Q1 2026	May 12, 2026
Kestra Advisory Services, LLC	History	Added to	23,478	1,668	0.01%	0.01%	239	+1,611	7.37%	Q1 2026	Apr 30, 2026
FLPUTNAM INVESTMENT MANAGEMENT CO	History	Added to	22,741	1,615	0.02%	0.02%	240	+44	0.19%	Q1 2026	May 05, 2026
Peak Asset Management, LLC	History	No change	22,733	1,615	0.28%	0.29%	241	0	0.0%	Q1 2026	May 14, 2026
HARBOR CAPITAL ADVISORS, INC.	History	Added to	22,435	1,594	0.13%	0.06%	242	+11,203	99.74%	Q1 2026	Apr 28, 2026
UniSuper Management Pty Ltd	History	Reduced	22,435	1,594	0.01%	0.01%	243	-357	-1.57%	Q1 2026	May 11, 2026
&PARTNERS	History	Added to	22,113	1,571	0.01%	0.01%	244	+9,074	69.59%	Q1 2026	May 15, 2026
NEOS Investment Management LLC	History	Added to	22,113	1,571	0.01%	0.01%	245	+5,368	32.06%	Q1 2026	May 15, 2026
ALLEN WEALTH MANAGEMENT, LLC	History	Added to	21,947	1,559	0.78%	0.87%	246	+2,388	12.21%	Q1 2026	May 08, 2026
Vident Advisory, LLC	History	Added to	21,834	1,551	0.01%	0.01%	247	+277	1.28%	Q1 2026	May 14, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	History	Added to	21,766	1,546	0.0%	0.0%	248	+614	2.9%	Q1 2026	May 15, 2026
INTEGRITY ALLIANCE, LLC.	History	Added to	21,692	1,541	0.06%	0.06%	249	+119	0.55%	Q1 2026	May 11, 2026
M&T BANK CORP	History	Reduced	21,002	1,492	0.01%	0.01%	250	-84	-0.4%	Q1 2026	May 12, 2026
Aberdeen Group plc	History	Reduced	20,971	1,490	0.0%	0.0%	251	-3,733	-15.11%	Q1 2026	Apr 29, 2026
AlphaQuest LLC	History	No change	19,775	1,468	0.08%	0.08%	252	0	0.0%	Q4 2025	Feb 09, 2026
Rockefeller Capital Management L.P.	History	Added to	20,412	1,450	0.0%	0.0%	253	+3,244	18.9%	Q1 2026	May 14, 2026
Polianta Ltd	History	Reduced	20,200	1,435	0.19%	0.21%	254	-1,500	-6.91%	Q1 2026	Apr 16, 2026
K2 PRINCIPAL FUND, L.P.	History	New	20,000	1,421	0.1%	—	255	+20,000	New	Q1 2026	May 14, 2026
Essex Financial Services, Inc.	History	Reduced	19,878	1,412	0.08%	0.09%	256	-728	-3.53%	Q1 2026	Apr 24, 2026
Ameritas Investment Partners, Inc.	History	Added to	19,433	1,380	0.04%	0.04%	257	+1,518	8.47%	Q1 2026	May 13, 2026
Daiwa Securities Group Inc.	History	Added to	19,350	1,375	0.0%	0.0%	258	+1,330	7.38%	Q1 2026	May 13, 2026
MERCER GLOBAL ADVISORS INC /ADV	History	Added to	19,309	1,372	0.0%	0.0%	259	+9,376	94.39%	Q1 2026	May 15, 2026
Blackhawk Capital Partners, LLC	History	Reduced	19,117	1,358	0.5%	0.56%	260	-962	-4.79%	Q1 2026	May 05, 2026
Machina Capital S.A.S.	History	New	19,008	1,350	0.27%	—	261	+19,008	New	Q1 2026	May 13, 2026
GREENWOOD CAPITAL ASSOCIATES LLC	History	Added to	18,367	1,305	0.14%	0.12%	262	+3,014	19.63%	Q1 2026	Apr 29, 2026
BDF-GESTION	History	No change	17,919	1,273	0.17%	0.16%	263	0	0.0%	Q1 2026	Apr 10, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND	History	No change	17,728	1,259	0.02%	0.02%	264	0	0.0%	Q1 2026	Apr 29, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS	History	Reduced	17,577	1,249	0.01%	0.01%	265	-3,451	-16.41%	Q1 2026	Apr 30, 2026
NATIXIS ADVISORS, LLC	History	Added to	17,062	1,212	0.0%	0.0%	266	+3,431	25.17%	Q1 2026	May 13, 2026
RPg Family Wealth Advisory, LLC	History	Added to	16,976	1,206	0.25%	0.26%	267	+1,265	8.05%	Q1 2026	May 14, 2026
XPONANCE LLC	History	Added to	16,961	1,205	0.01%	0.01%	268	+3,789	28.77%	Q1 2026	May 13, 2026
Corient Private Wealth LLC	History	Reduced	17,018	1,203	0.0%	0.0%	269	-12,145	-41.65%	Q1 2026	May 15, 2026
CIBC WORLD MARKETS CORP	History	No change	16,171	1,201	0.01%	0.01%	270	0	0.0%	Q4 2025	Feb 12, 2026
Virtu Financial LLC	History	New	16,785	1,193	0.05%	—	271	+16,785	New	Q1 2026	May 14, 2026
CIBC WORLD MARKET INC.	History	Reduced	16,699	1,186	0.0%	0.0%	272	-1,040	-5.86%	Q1 2026	May 14, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	History	Reduced	16,478	1,170	0.01%	0.01%	273	-156	-0.94%	Q1 2026	May 07, 2026
Allen Mooney & Barnes Investment Advisors LLC	History	Added to	16,399	1,165	0.17%	0.18%	274	+352	2.19%	Q1 2026	Apr 13, 2026
Grey Ledge Advisors, LLC	History	Added to	16,302	1,158	0.26%	0.17%	275	+6,366	64.07%	Q1 2026	Apr 20, 2026
DARK FOREST CAPITAL MANAGEMENT LP	History	Reduced	15,881	1,128	0.1%	0.06%	276	-1,994	-11.16%	Q1 2026	May 15, 2026
CenterStar Asset Management, LLC	History	Reduced	15,800	1,122	0.14%	0.38%	277	-2,500	-13.66%	Q1 2026	May 01, 2026
XTX Topco Ltd	History	Reduced	15,768	1,120	0.02%	0.04%	278	-6,946	-30.58%	Q1 2026	May 15, 2026
Clearstead Advisors, LLC	History	Added to	15,642	1,111	0.01%	0.01%	279	+3,031	24.03%	Q1 2026	May 06, 2026
State of Alaska, Department of Revenue	History	Added to	15,519	1,102	0.01%	0.01%	281	+140	0.91%	Q1 2026	Apr 20, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO	History	No change	15,504	1,102	0.0%	0.0%	280	0	0.0%	Q1 2026	May 14, 2026
Sequoia Financial Advisors, LLC	History	Reduced	15,441	1,097	0.01%	0.01%	283	-1,172	-7.05%	Q1 2026	Apr 30, 2026
Loudon Investment Management, LLC	History	Reduced	15,445	1,097	0.59%	0.61%	282	-350	-2.22%	Q1 2026	May 11, 2026
Texas Yale Capital Corp.	History	No change	15,367	1,091	0.03%	0.03%	284	0	0.0%	Q1 2026	May 04, 2026
TRED AVON FAMILY WEALTH, LLC	History	Added to	15,320	1,088	0.36%	0.3%	285	+3,060	24.96%	Q1 2026	Apr 22, 2026
Cascade Investment Advisors, Inc.	History	Reduced	15,270	1,085	0.64%	0.67%	286	-170	-1.1%	Q1 2026	Apr 13, 2026
SEGALL BRYANT & HAMILL, LLC	History	No change	15,221	1,081	0.02%	0.02%	287	0	0.0%	Q1 2026	May 22, 2026
Assenagon Asset Management S.A.	History	Reduced	15,201	1,080	0.0%	0.0%	288	-14,349	-48.56%	Q1 2026	Apr 20, 2026
Crescent Sterling, Ltd.	History	Added to	15,113	1,073	1.04%	1.1%	289	+662	4.58%	Q1 2026	Apr 07, 2026
Rathbones Group PLC	History	Added to	15,066	1,070	0.0%	0.0%	290	+110	0.74%	Q1 2026	May 12, 2026
Beacon Pointe Advisors, LLC	History	Added to	14,896	1,058	0.01%	0.01%	291	+1,193	8.71%	Q1 2026	May 15, 2026
Leonteq Securities AG	History	Added to	14,699	1,044	0.04%	0.01%	292	+9,449	179.98%	Q1 2026	Apr 27, 2026
Mork Capital Management, LLC	History	No change	14,630	1,039	0.74%	0.66%	293	0	0.0%	Q1 2026	May 15, 2026
Kentucky Retirement Systems	History	New	12,815	1,034	0.08%	—	294	+12,815	New	Q1 2026	May 19, 2026
Rakuten Investment Management, Inc.	History	Added to	15,254	1,028	0.0%	0.0%	295	+1,440	10.42%	Q1 2026	May 12, 2026
Jain Global LLC	History	Added to	14,460	1,027	0.0%	0.0%	296	+3,970	37.85%	Q1 2026	May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	History	Added to	14,367	1,020	0.0%	0.0%	297	+521	3.76%	Q1 2026	May 07, 2026
Rafferty Asset Management, LLC	History	Reduced	13,879	986	0.0%	0.01%	298	-5,938	-29.96%	Q1 2026	May 15, 2026
MARSHALL WACE, LLP	History	New	13,593	965	0.0%	—	299	+13,593	New	Q1 2026	May 14, 2026
PRIVATE TRUST CO NA	History	Added to	13,512	960	0.09%	0.09%	300	+21	0.16%	Q1 2026	Apr 30, 2026
ROMANO BROTHERS AND COMPANY	History	No change	13,107	931	0.11%	0.11%	301	0	0.0%	Q1 2026	Apr 21, 2026
KEYBANK NATIONAL ASSOCIATION/OH	History	Added to	13,046	927	0.0%	0.0%	302	+2,886	28.41%	Q1 2026	Apr 24, 2026
US BANCORP \DE\	History	Reduced	13,000	923	0.0%	0.0%	303	-2,066	-13.71%	Q1 2026	May 14, 2026
FRANKLIN RESOURCES INC	History	Reduced	12,975	922	0.0%	0.0%	304	-1,000	-7.16%	Q1 2026	May 13, 2026
Atria Investments, Inc	History	Reduced	12,960	920	0.01%	0.02%	305	-6,935	-34.86%	Q1 2026	May 05, 2026
NAPLES GLOBAL ADVISORS, LLC	History	Reduced	12,959	920	0.07%	0.07%	306	-87	-0.67%	Q1 2026	Apr 20, 2026
Capital International Sarl	History	Added to	12,820	910	0.01%	0.01%	307	+2,414	23.2%	Q1 2026	May 13, 2026
Investors Research Corp	History	Added to	12,779	908	0.17%	0.17%	308	+475	3.86%	Q1 2026	Apr 03, 2026
Ethic Inc.	History	Reduced	12,696	902	0.01%	0.02%	309	-2,338	-15.55%	Q1 2026	Apr 27, 2026
Capital Advisors, Ltd. LLC	History	No change	12,519	890	0.1%	0.1%	310	0	0.0%	Q1 2026	Apr 16, 2026
DUMONT & BLAKE INVESTMENT ADVISORS LLC	History	Reduced	12,501	888	0.22%	0.23%	311	-272	-2.13%	Q1 2026	Apr 28, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC.	History	New	12,423	882	0.18%	—	312	+12,423	New	Q1 2026	Apr 20, 2026
Pathstone Holdings, LLC	History	Reduced	12,296	873	0.0%	0.0%	313	-1,316	-9.67%	Q1 2026	May 11, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY	History	No change	12,074	858	0.01%	0.01%	314	0	0.0%	Q1 2026	May 04, 2026
PRINCIPAL SECURITIES, INC.	History	Added to	11,932	847	0.01%	0.0%	315	+8,733	272.99%	Q1 2026	May 13, 2026
BROWN, LISLE/CUMMINGS, INC.	History	Added to	11,862	842	0.21%	0.22%	316	+4	0.03%	Q1 2026	Apr 17, 2026
Blueshift Asset Management, LLC	History	Reduced	11,808	839	0.25%	0.45%	317	-9,197	-43.78%	Q1 2026	May 14, 2026
GAMMA Investing LLC	History	Added to	11,724	833	0.04%	0.04%	318	+371	3.27%	Q1 2026	Apr 06, 2026
Integrated Wealth Concepts LLC	History	Added to	11,585	823	0.01%	0.0%	319	+8,111	233.48%	Q1 2026	May 15, 2026
Crown Oak Advisors, LLC	History	Added to	11,481	815	0.41%	0.4%	320	+7	0.06%	Q1 2026	Apr 24, 2026
Federation des caisses Desjardins du Quebec	History	Reduced	11,217	797	0.0%	0.0%	321	-3,375	-23.13%	Q1 2026	May 13, 2026
Sivia Capital Partners, LLC	History	New	11,022	783	0.15%	—	322	+11,022	New	Q1 2026	May 12, 2026
Dakota Wealth Management	History	Reduced	10,781	766	0.02%	0.02%	323	-1,829	-14.5%	Q1 2026	May 07, 2026
Farther Finance Advisors, LLC	History	Added to	10,722	763	0.01%	0.0%	324	+4,646	76.46%	Q1 2026	Apr 07, 2026
Sky Investment Group LLC	History	Reduced	10,731	762	0.13%	0.14%	325	-910	-7.82%	Q1 2026	Apr 16, 2026
Procyon Advisors, LLC	History	Added to	10,583	752	0.04%	0.03%	326	+1,334	14.42%	Q1 2026	May 04, 2026
Miller Investment Management, LP	History	No change	10,555	750	0.07%	0.08%	327	0	0.0%	Q1 2026	May 08, 2026
Vanguard Personalized Indexing Management, LLC	History	Added to	10,482	744	0.01%	0.01%	328	+238	2.32%	Q1 2026	May 14, 2026
Total Wealth Planning & Management, Inc.	History	Added to	10,400	739	0.55%	0.55%	329	+400	4.0%	Q1 2026	May 05, 2026
SlateStone Wealth, LLC	History	Added to	10,187	724	0.06%	0.06%	330	+770	8.18%	Q1 2026	May 14, 2026
REGIONS FINANCIAL CORP	History	Reduced	10,188	723	0.0%	0.0%	331	-71	-0.69%	Q1 2026	May 05, 2026
Parallax Volatility Advisers, L.P.	History	Added to	9,328	711	0.0%	0.0%	332	+1,828	24.37%	Q1 2026	May 15, 2026
JACOBS LEVY EQUITY MANAGEMENT, INC	History	New	9,837	699	0.0%	—	333	+9,837	New	Q1 2026	May 15, 2026
KBC Group NV	History	Added to	9,810	697	0.0%	0.0%	334	+555	6.0%	Q1 2026	May 07, 2026
Ridgewood Investments LLC	History	New	9,796	696	0.28%	—	335	+9,796	New	Q1 2026	Apr 03, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	History	Added to	9,730	691	0.0%	0.0%	336	+3,608	58.93%	Q1 2026	May 14, 2026
Apollon Wealth Management, LLC	History	Reduced	9,712	690	0.01%	0.02%	338	-2,026	-17.26%	Q1 2026	Apr 22, 2026
STEPHENS INC /AR/	History	Reduced	9,720	690	0.01%	0.01%	337	-99	-1.01%	Q1 2026	Apr 28, 2026
Redwood Investment Management, LLC	History	Reduced	9,489	674	0.08%	0.09%	339	-865	-8.35%	Q1 2026	May 14, 2026
Focus Partners Advisor Solutions, LLC	History	Added to	9,400	667	0.01%	0.0%	340	+5,201	123.86%	Q1 2026	May 13, 2026
Ascentis Independent Advisors	History	New	9,384	666	0.05%	—	341	+9,384	New	Q1 2026	Apr 28, 2026
MIZUHO SECURITIES USA LLC	History	Reduced	9,363	665	0.02%	0.01%	342	-1,915	-16.98%	Q1 2026	May 11, 2026
Applied Capital LLC/FL	History	Reduced	9,342	663	0.31%	0.43%	344	-325	-3.36%	Q1 2026	May 07, 2026
Norinchukin Bank, The	History	Added to	9,335	663	0.01%	0.01%	343	+6	0.06%	Q1 2026	May 15, 2026
Sigma Planning Corp	History	Added to	9,229	655	0.02%	0.02%	345	+1,152	14.26%	Q1 2026	May 04, 2026
BESSEMER GROUP INC	History	Added to	9,223	654	0.0%	0.0%	346	+134	1.47%	Q1 2026	May 06, 2026
ROCKLAND TRUST CO	History	Added to	9,157	650	0.03%	0.02%	347	+834	10.02%	Q1 2026	Apr 16, 2026
JB Capital LLC	History	Added to	9,058	643	0.03%	0.02%	348	+3,740	70.33%	Q1 2026	Apr 27, 2026
RB Capital Management, LLC	History	Added to	8,919	633	0.13%	0.13%	349	+290	3.36%	Q1 2026	May 14, 2026
SummitTX Capital, L.P.	History	New	8,875	630	0.02%	—	350	+8,875	New	Q1 2026	May 15, 2026
Navalign, LLC	History	Added to	8,805	625	0.16%	0.15%	351	+371	4.4%	Q1 2026	Apr 29, 2026
Brooklyn Investment Group	History	New	8,785	624	0.02%	—	353	+8,785	New	Q1 2026	Apr 29, 2026
EVOLVE PRIVATE WEALTH, LLC	History	Added to	8,781	624	0.03%	0.02%	352	+5,066	136.37%	Q1 2026	Apr 16, 2026
HARTFORD INVESTMENT MANAGEMENT CO	History	Reduced	8,779	623	0.02%	0.02%	354	-105	-1.18%	Q1 2026	Apr 15, 2026
DRW Securities, LLC	History	New	8,619	612	0.01%	—	355	+8,619	New	Q1 2026	May 13, 2026
Crestwood Advisors Group, LLC	History	Added to	8,567	608	0.01%	0.01%	356	+1,251	17.1%	Q1 2026	May 05, 2026
Polymer Capital Management (US) LLC	History	Reduced	8,537	606	0.06%	0.08%	357	-1,240	-12.68%	Q1 2026	May 13, 2026
Maryland State Retirement & Pension System	History	No change	8,223	584	0.01%	0.01%	358	0	0.0%	Q1 2026	May 04, 2026
BARTLETT & CO. WEALTH MANAGEMENT LLC	History	Added to	7,753	580	0.01%	0.01%	359	+14	0.18%	Q1 2026	May 06, 2026
Chicago Capital, LLC	History	Added to	8,153	579	0.02%	0.01%	360	+2,830	53.17%	Q1 2026	Apr 23, 2026
World Investment Advisors	History	Added to	8,063	572	0.01%	0.01%	361	+1,355	20.2%	Q1 2026	Apr 27, 2026
DnB Asset Management AS	History	New	8,020	569	0.0%	—	362	+8,020	New	Q1 2026	May 14, 2026
PARK AVENUE SECURITIES LLC	History	New	7,956	565	0.0%	—	363	+7,956	New	Q1 2026	Apr 07, 2026
Private Advisor Group, LLC	History	Reduced	7,944	564	0.0%	0.0%	364	-758	-8.71%	Q1 2026	Apr 24, 2026
Louisiana State Employees Retirement System	History	No change	7,900	561	0.01%	0.01%	365	0	0.0%	Q1 2026	Apr 20, 2026
GSA CAPITAL PARTNERS LLP	History	Added to	7,823	556	0.03%	0.03%	366	+3,702	89.83%	Q1 2026	May 08, 2026
BALYASNY ASSET MANAGEMENT L.P.	History	Reduced	7,646	543	0.0%	0.02%	367	-255,327	-97.09%	Q1 2026	May 15, 2026
Empowered Funds, LLC	History	New	7,655	543	0.0%	—	368	+7,655	New	Q1 2026	May 14, 2026
CREATIVE FINANCIAL DESIGNS INC /ADV	History	Reduced	7,609	540	0.03%	0.05%	369	-3,443	-31.15%	Q1 2026	Apr 13, 2026
Verition Fund Management LLC	History	Reduced	7,567	537	0.0%	0.03%	370	-78,771	-91.24%	Q1 2026	May 15, 2026
Merit Financial Group, LLC	History	Added to	7,560	537	0.0%	0.0%	371	+2,722	56.26%	Q1 2026	Apr 15, 2026
Allspring Global Investments Holdings, LLC	History	Reduced	7,550	537	0.0%	0.0%	372	-98	-1.28%	Q1 2026	May 05, 2026
MACKENZIE FINANCIAL CORP	History	Added to	7,551	536	0.0%	0.0%	373	+110	1.48%	Q1 2026	May 13, 2026
CM Management, LLC	History	New	7,500	532	0.44%	—	375	+7,500	New	Q1 2026	May 08, 2026
HB Wealth Management, LLC	History	Added to	7,496	532	0.0%	0.0%	374	+1,588	26.88%	Q1 2026	Apr 27, 2026
BNP Paribas Asset Management Holding S.A.	History	Reduced	7,304	519	0.0%	0.0%	376	-1,236	-14.47%	Q1 2026	May 14, 2026
Patriot Financial Group Insurance Agency, LLC	History	Added to	7,296	518	0.03%	0.03%	377	+3,464	90.4%	Q1 2026	Apr 22, 2026
BANK OF NOVA SCOTIA	History	Added to	7,258	515	0.0%	0.0%	378	+780	12.04%	Q1 2026	May 14, 2026
Martin Capital Partners, LLC	History	Reduced	7,242	515	0.19%	0.2%	379	-16	-0.22%	Q1 2026	Apr 07, 2026
Global X Japan Co., Ltd.	History	Reduced	7,195	511	0.03%	0.05%	382	-1,144	-13.72%	Q1 2026	Apr 13, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD	History	No change	7,193	511	0.02%	0.02%	380	0	0.0%	Q1 2026	May 04, 2026
Penobscot Investment Management Company, Inc.	History	No change	7,193	511	0.04%	0.04%	381	0	0.0%	Q1 2026	Apr 29, 2026
Independent Advisor Alliance	History	Reduced	7,138	507	0.01%	0.01%	383	-1,002	-12.31%	Q1 2026	May 12, 2026
Asset Management One Co., Ltd.	History	Reduced	7,066	502	0.0%	0.0%	384	-371	-4.99%	Q1 2026	May 08, 2026
Savant Capital, LLC	History	Reduced	6,918	491	0.0%	0.0%	385	-4,693	-40.42%	Q1 2026	May 04, 2026
BRIDGES INVESTMENT MANAGEMENT INC	History	Reduced	6,835	485	0.01%	0.01%	386	-2,335	-25.46%	Q1 2026	May 04, 2026
Mutual Advisors, LLC	History	Reduced	6,811	483	0.01%	0.01%	387	-1,432	-17.37%	Q1 2026	May 01, 2026
STONERIDGE INVESTMENT PARTNERS LLC	History	No change	6,739	479	0.35%	0.35%	388	0	0.0%	Q1 2026	May 06, 2026
LSV ASSET MANAGEMENT	History	New	6,700	476	0.0%	—	390	+6,700	New	Q1 2026	May 11, 2026
SYON CAPITAL LLC	History	Added to	6,706	476	0.02%	0.01%	389	+3,730	125.34%	Q1 2026	May 13, 2026
Argyle Capital Management, LLC	History	No change	6,675	474	0.15%	0.17%	391	0	0.0%	Q1 2026	Apr 28, 2026
ROTHSCHILD INVESTMENT LLC	History	Added to	6,668	473	0.02%	0.02%	392	+2,385	55.69%	Q1 2026	May 07, 2026
Cypress Capital Group	History	Reduced	6,664	473	0.05%	0.06%	393	-115	-1.7%	Q1 2026	May 15, 2026
State of Wyoming	History	New	6,653	472	0.06%	—	394	+6,653	New	Q1 2026	May 13, 2026
GREAT LAKES ADVISORS, LLC	History	New	6,599	468	0.0%	—	395	+6,599	New	Q1 2026	May 11, 2026
Castleview Partners, LLC	History	Added to	6,542	464	0.24%	0.2%	396	+1,065	19.44%	Q1 2026	May 01, 2026
EQUITABLE TRUST CO	History	New	6,510	462	0.02%	—	397	+6,510	New	Q1 2026	Apr 30, 2026
GLENMEDE TRUST CO NA	History	No change	6,154	457	0.0%	0.0%	398	0	0.0%	Q4 2025	Feb 17, 2026
PFG Investments, LLC	History	Added to	6,413	455	0.02%	0.02%	399	+787	13.99%	Q1 2026	Apr 27, 2026
MUFG Securities EMEA plc	History	Reduced	6,353	451	0.01%	0.07%	400	-79,193	-92.57%	Q1 2026	May 11, 2026
Choate Investment Advisors	History	No change	6,333	450	0.01%	0.01%	401	0	0.0%	Q1 2026	May 13, 2026
Intrua Financial, LLC	History	Reduced	6,270	445	0.05%	0.05%	402	-109	-1.71%	Q1 2026	Apr 23, 2026
Mesirow Financial Investment Management, Inc.	History	No change	6,160	437	0.01%	0.01%	403	0	0.0%	Q1 2026	Apr 21, 2026
LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA	History	No change	6,000	433	0.0%	0.0%	404	0	0.0%	Q1 2026	Apr 13, 2026
Keystone Financial Group	History	Added to	6,034	428	0.03%	0.03%	405	+1,049	21.04%	Q1 2026	May 13, 2026
GREAT VALLEY ADVISOR GROUP, INC.	History	Added to	6,003	427	0.01%	0.01%	406	+1	0.02%	Q1 2026	May 11, 2026
111 Capital	History	New	5,994	425	0.1%	—	407	+5,994	New	Q1 2026	May 11, 2026
Atom Investors LP	History	New	5,961	423	0.03%	—	409	+5,961	New	Q1 2026	May 15, 2026
Principle Wealth Partners LLC	History	Reduced	5,964	423	0.02%	0.02%	408	-25	-0.42%	Q1 2026	May 07, 2026
Chicago Partners Investment Group LLC	History	New	5,587	422	0.01%	—	410	+5,587	New	Q1 2026	May 04, 2026
Q3 Asset Management	History	New	5,827	414	0.1%	—	412	+5,827	New	Q1 2026	Apr 28, 2026
Jump Financial, LLC	History	Added to	5,833	414	0.01%	0.0%	411	+2,920	100.24%	Q1 2026	May 14, 2026
Sterling Capital Management LLC	History	Reduced	5,824	413	0.01%	0.01%	413	-3,339	-36.44%	Q1 2026	Apr 22, 2026
STOREBRAND ASSET MANAGEMENT AS	History	No change	5,815	413	0.0%	0.0%	414	0	0.0%	Q1 2026	May 05, 2026
Glenview Trust Co	History	No change	5,807	412	0.01%	0.01%	415	0	0.0%	Q1 2026	May 08, 2026
Allworth Financial LP	History	Added to	5,746	408	0.0%	0.0%	416	+1,816	46.21%	Q1 2026	May 14, 2026
ANCHYRA PARTNERS LLC	History	Added to	5,718	406	0.12%	0.13%	417	+192	3.47%	Q1 2026	Apr 17, 2026
Wagner Wealth Management, Corp	History	New	5,706	405	0.36%	—	418	+5,706	New	Q1 2026	May 05, 2026
BENEDICT FINANCIAL ADVISORS INC	History	Reduced	5,608	398	0.08%	0.09%	419	-168	-2.91%	Q1 2026	Apr 20, 2026
Aptus Capital Advisors, LLC	History	Reduced	5,605	398	0.0%	0.0%	420	-94	-1.65%	Q1 2026	May 11, 2026
MIRABELLA FINANCIAL SERVICES LLP	History	New	5,536	393	0.04%	—	422	+5,536	New	Q1 2026	May 12, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC	History	Added to	5,534	393	0.0%	0.0%	421	+350	6.75%	Q1 2026	May 13, 2026
Stratos Wealth Partners, LTD.	History	Reduced	5,500	390	0.0%	0.0%	423	-277	-4.79%	Q1 2026	Apr 28, 2026
OMERS ADMINISTRATION Corp	History	No change	5,488	389	0.0%	0.0%	424	0	0.0%	Q1 2026	May 15, 2026
Avior Wealth Management, LLC	History	Reduced	5,469	388	0.01%	0.01%	425	-510	-8.53%	Q1 2026	Apr 09, 2026
Miller Financial Services LLC	History	Reduced	5,443	386	0.42%	0.54%	426	-800	-12.81%	Q1 2026	May 01, 2026
Connor, Clark & Lunn Investment Management Ltd.	History	New	5,409	384	0.0%	—	428	+5,409	New	Q1 2026	May 11, 2026
Orion Porfolio Solutions, LLC	History	Added to	5,416	384	0.0%	0.0%	427	+839	18.33%	Q1 2026	May 13, 2026
Empirical Finance, LLC	History	Reduced	5,349	380	0.02%	0.02%	429	-7	-0.13%	Q1 2026	May 14, 2026
NOMURA HOLDINGS INC	History	Added to	5,305	376	0.0%	0.0%	430	+2,156	68.47%	Q1 2026	May 15, 2026
MACQUARIE GROUP LTD	History	Reduced	5,111	363	0.0%	0.0%	431	-1,254	-19.7%	Q1 2026	May 15, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	History	Added to	4,956	352	0.01%	0.0%	432	+7	0.14%	Q1 2026	May 08, 2026
New Age Alpha Advisors, LLC	History	New	4,953	351	0.02%	—	433	+4,953	New	Q1 2026	May 11, 2026
Florida Trust Wealth Management Co	History	Reduced	4,859	345	0.01%	0.01%	434	-580	-10.66%	Q1 2026	May 14, 2026
Sumitomo Mitsui DS Asset Management Company, Ltd	History	No change	4,814	342	0.0%	0.0%	435	0	0.0%	Q1 2026	Apr 24, 2026
EVERGREEN CAPITAL MANAGEMENT LLC	History	Added to	4,724	335	0.01%	0.01%	436	+310	7.02%	Q1 2026	May 14, 2026
FOUNDATIONS INVESTMENT ADVISORS, LLC	History	New	4,690	333	0.0%	—	437	+4,690	New	Q1 2026	May 11, 2026
Caprock Group, LLC	History	New	4,651	330	0.01%	—	438	+4,651	New	Q1 2026	May 11, 2026
OneDigital Investment Advisors LLC	History	New	4,634	329	0.0%	—	439	+4,634	New	Q1 2026	May 08, 2026
Crossmark Global Holdings, Inc.	History	Reduced	4,547	323	0.0%	0.0%	440	-59	-1.28%	Q1 2026	May 11, 2026
Forvis Mazars Wealth Advisors, LLC	History	Reduced	4,537	322	0.01%	0.01%	441	-5	-0.11%	Q1 2026	May 01, 2026
North Dakota State Investment Board	History	Reduced	4,519	321	0.01%	0.01%	442	-781	-14.74%	Q1 2026	May 08, 2026
Gateway Wealth Partners, LLC	History	New	4,428	314	0.01%	—	444	+4,428	New	Q1 2026	May 15, 2026
Argent Trust Co	History	No change	4,419	314	0.01%	0.01%	443	0	0.0%	Q1 2026	May 13, 2026
Steward Partners Investment Advisory, LLC	History	Added to	4,371	310	0.0%	0.0%	445	+143	3.38%	Q1 2026	May 08, 2026
EXCHANGE TRADED CONCEPTS, LLC	History	Added to	4,360	309	0.0%	0.0%	446	+272	6.65%	Q1 2026	Apr 14, 2026
Concentric Capital Strategies, LP	History	Reduced	4,280	304	0.03%	0.44%	448	-118,556	-96.52%	Q1 2026	May 15, 2026
MUFG SECURITIES AMERICAS INC.	History	Added to	4,286	304	0.02%	0.02%	447	+113	2.71%	Q1 2026	May 11, 2026
Wealthfront Advisers LLC	History	Added to	4,254	302	0.0%	0.0%	449	+338	8.63%	Q1 2026	May 05, 2026
MONECO ADVISORS, LLC	History	Added to	4,264	302	0.02%	0.02%	450	+28	0.66%	Q1 2026	May 07, 2026
Gen-Wealth Partners Inc	History	Added to	4,210	299	0.09%	0.1%	451	+50	1.2%	Q1 2026	May 08, 2026
SECURIAN ASSET MANAGEMENT, INC	History	No change	4,195	298	0.01%	0.01%	452	0	0.0%	Q1 2026	May 01, 2026
VestGen Advisors, LLC	History	New	3,767	297	0.01%	—	453	+3,767	New	Q1 2026	May 14, 2026
Cardinal Point Capital Management ULC	History	Reduced	4,175	296	0.02%	0.02%	454	-625	-13.02%	Q1 2026	Apr 20, 2026
Fruth Investment Management	History	No change	4,075	289	0.07%	0.08%	455	0	0.0%	Q1 2026	Apr 21, 2026
Capital Investment Advisors, LLC	History	Added to	4,007	284	0.0%	0.0%	456	+733	22.39%	Q1 2026	Apr 17, 2026
Larson Financial Group LLC	History	Reduced	3,986	283	0.01%	0.01%	457	-169	-4.07%	Q1 2026	May 15, 2026
Red Door Wealth Management, LLC	History	Reduced	3,994	283	0.03%	0.03%	458	-51	-1.26%	Q1 2026	Apr 22, 2026
BAXTER BROS INC	History	New	3,914	278	0.03%	—	459	+3,914	New	Q1 2026	Apr 28, 2026
BLAIR WILLIAM & CO/IL	History	Reduced	3,867	274	0.0%	0.0%	460	-221	-5.41%	Q1 2026	May 08, 2026
Mendel Capital Management LLC	History	New	3,738	265	0.13%	—	461	+3,738	New	Q1 2026	Apr 21, 2026
1620 INVESTMENT ADVISORS, INC.	History	New	3,728	264	0.18%	—	463	+3,728	New	Q1 2026	May 13, 2026
High Net Worth Advisory Group LLC	History	No change	3,720	264	0.06%	0.06%	462	0	0.0%	Q1 2026	Apr 17, 2026
V-Square Quantitative Management LLC	History	No change	3,703	263	0.03%	0.03%	464	0	0.0%	Q1 2026	Apr 27, 2026
STRS OHIO	History	Reduced	3,697	262	0.0%	0.0%	465	-5	-0.14%	Q1 2026	Apr 24, 2026
UNITED CAPITAL FINANCIAL ADVISORS, LLC	History	Added to	3,673	260	0.0%	0.0%	466	+494	15.54%	Q1 2026	May 15, 2026
Sanctuary Advisors, LLC	History	Reduced	3,615	256	0.0%	0.0%	468	-2,150	-37.29%	Q1 2026	May 05, 2026
ADVISORS MANAGEMENT GROUP INC /ADV	History	Added to	3,604	256	0.05%	0.05%	467	+23	0.64%	Q1 2026	May 01, 2026
MONETA GROUP INVESTMENT ADVISORS LLC	History	Reduced	3,599	255	0.0%	0.0%	469	-6	-0.17%	Q1 2026	May 12, 2026
Eurizon Capital SGR S.p.A.	History	Added to	3,624	253	0.0%	0.0%	470	+2,297	173.1%	Q1 2026	May 08, 2026
BRADLEY FOSTER & SARGENT INC/CT	History	No change	3,536	251	0.0%	0.0%	471	0	0.0%	Q1 2026	May 15, 2026
Innova Wealth Partners	History	New	3,510	249	0.12%	—	472	+3,510	New	Q1 2026	Apr 24, 2026
D.A. DAVIDSON & CO.	History	Reduced	3,502	248	0.0%	0.0%	473	-2,125	-37.76%	Q1 2026	May 05, 2026
Arax Advisory Partners	History	Added to	3,495	248	0.01%	0.01%	474	+202	6.13%	Q1 2026	May 13, 2026
Marex Group plc	History	Added to	3,499	248	0.0%	0.0%	475	+52	1.51%	Q1 2026	May 13, 2026
Hilltop Holdings Inc.	History	Reduced	3,476	246	0.02%	0.04%	476	-5,085	-59.4%	Q1 2026	May 14, 2026
Alpha Zero LLC	History	No change	3,458	245	0.12%	0.14%	477	0	0.0%	Q1 2026	May 07, 2026
Canada Post Corp Registered Pension Plan	History	No change	3,383	240	0.01%	0.01%	478	0	0.0%	Q1 2026	May 12, 2026
SFG Wealth Management, LLC.	History	New	3,371	239	0.1%	—	479	+3,371	New	Q1 2026	Apr 22, 2026
Savvy Advisors, Inc.	History	New	3,350	238	0.01%	—	480	+3,350	New	Q1 2026	May 11, 2026
Curi Capital, LLC	History	New	3,296	234	0.0%	—	481	+3,296	New	Q1 2026	May 15, 2026
Kingsview Wealth Management, LLC	History	New	3,292	233	0.0%	—	482	+3,292	New	Q1 2026	May 12, 2026
Wealthcare Advisory Partners LLC	History	Added to	3,266	232	0.0%	0.0%	483	+488	17.57%	Q1 2026	Apr 14, 2026
Pinnacle Financial Partners, Inc.	History	New	3,248	231	0.0%	—	484	+3,248	New	Q1 2026	May 14, 2026
Sound Financial Strategies Group, LLC	History	New	3,248	230	0.16%	—	486	+3,248	New	Q1 2026	May 08, 2026
Moors & Cabot, Inc.	History	Reduced	3,247	230	0.01%	0.01%	485	-599	-15.57%	Q1 2026	May 08, 2026
SRH ADVISORS, LLC	History	No change	3,234	229	0.07%	0.07%	487	0	0.0%	Q1 2026	Apr 29, 2026
Strategic Blueprint, LLC	History	Reduced	3,219	228	0.01%	0.01%	490	-79	-2.4%	Q1 2026	Apr 29, 2026
AFFINITY INVESTMENT ADVISORS, LLC	History	No change	3,211	228	0.14%	0.16%	488	0	0.0%	Q1 2026	May 14, 2026
PATTON FUND MANAGEMENT, INC.	History	No change	3,210	228	0.04%	0.03%	489	0	0.0%	Q1 2026	Apr 22, 2026
Wealth Science Advisors LLC	History	No change	3,081	228	0.13%	0.13%	491	0	0.0%	Q1 2026	Apr 08, 2026
BROWN BROTHERS HARRIMAN & CO	History	Added to	3,186	226	0.0%	0.0%	492	+2,354	282.93%	Q1 2026	May 14, 2026
Gifford Fong Associates	History	No change	3,000	223	0.04%	0.04%	493	0	0.0%	Q4 2025	Feb 10, 2026
Ransom Advisory, Ltd	History	No change	3,000	222	0.09%	0.09%	494	0	0.0%	Q4 2025	Jan 06, 2026
Twin Tree Management, LP	History	Reduced	3,100	220	0.0%	0.08%	495	-115,400	-97.38%	Q1 2026	May 14, 2026
Walser Wealth Management Company, A Ltd Liability Co	History	New	3,090	219	0.1%	—	496	+3,090	New	Q1 2026	Apr 28, 2026
MAI Capital Management	History	Added to	3,072	218	0.0%	0.0%	497	+738	31.62%	Q1 2026	May 15, 2026
Gallagher Fiduciary Advisors, LLC	History	Added to	3,041	216	0.01%	0.01%	498	+13	0.43%	Q1 2026	May 15, 2026
Tower Research Capital LLC (TRC)	History	Reduced	3,030	215	0.01%	0.01%	499	-4,929	-61.93%	Q1 2026	May 15, 2026
Bull Harbor Capital LLC	History	New	3,028	215	0.06%	—	500	+3,028	New	Q1 2026	May 18, 2026
CIDEL ASSET MANAGEMENT INC	History	New	3,024	214	0.01%	—	501	+3,024	New	Q1 2026	Apr 17, 2026
TWO SIGMA INVESTMENTS, LP	History	Reduced	3,000	213	0.0%	0.0%	502	-9,900	-76.74%	Q1 2026	May 15, 2026
Lido Advisors, LLC	History	New	3,000	213	0.0%	—	503	+3,000	New	Q1 2026	May 13, 2026
KESTRA PRIVATE WEALTH SERVICES, LLC	History	Added to	2,993	212	0.0%	0.0%	504	+206	7.39%	Q1 2026	Apr 20, 2026
VARCOV Co.	History	New	2,970	211	0.08%	—	506	+2,970	New	Q1 2026	May 15, 2026
Equitable Holdings, Inc.	History	New	2,849	211	0.0%	—	505	+2,849	New	Q1 2026	May 15, 2026
Laird Norton Wetherby Trust Company, LLC	History	Reduced	2,969	210	0.0%	0.01%	507	-279	-8.59%	Q1 2026	May 15, 2026
HUNTINGTON NATIONAL BANK	History	Added to	2,948	209	0.0%	0.0%	508	+291	10.95%	Q1 2026	May 15, 2026
Paragon Capital Management Ltd	History	Reduced	2,954	209	0.04%	0.05%	509	-120	-3.9%	Q1 2026	Apr 15, 2026
Bridgewater Associates, LP	History	New	2,917	207	0.0%	—	511	+2,917	New	Q1 2026	May 15, 2026
Bayforest Capital Ltd	History	New	2,917	207	0.23%	—	512	+2,917	New	Q1 2026	Apr 15, 2026
Inscription Capital, LLC	History	Added to	2,925	207	0.02%	0.02%	510	+14	0.48%	Q1 2026	Apr 20, 2026
Metis Global Partners, LLC	History	Reduced	2,901	206	0.01%	0.01%	513	-371	-11.34%	Q1 2026	May 07, 2026
HARBOUR INVESTMENTS, INC.	History	Added to	2,877	204	0.0%	0.0%	514	+2,405	509.53%	Q1 2026	May 15, 2026
Capital Investment Advisory Services, LLC	History	Reduced	2,881	204	0.01%	0.02%	515	-573	-16.59%	Q1 2026	May 05, 2026
Summit Financial, LLC	History	Added to	2,884	204	0.0%	0.0%	516	+160	5.87%	Q1 2026	May 15, 2026
FIDUCIARY TRUST CO	History	New	2,846	202	0.0%	—	517	+2,846	New	Q1 2026	May 15, 2026
Pallas Capital Advisors LLC	History	New	2,837	201	0.01%	—	518	+2,837	New	Q1 2026	Apr 21, 2026
HANTZ FINANCIAL SERVICES, INC.	History	Added to	2,801	199	0.0%	0.0%	519	+1,146	69.24%	Q1 2026	May 01, 2026
IFP Advisors, Inc	History	Added to	2,796	198	0.0%	0.0%	520	+1,887	207.59%	Q1 2026	Apr 13, 2026
TEMA ETFS LLC	History	Added to	2,779	197	0.01%	0.02%	521	+14	0.51%	Q1 2026	Apr 15, 2026
CX Institutional	History	Reduced	2,760	196	0.01%	0.01%	522	-483	-14.89%	Q1 2026	Apr 06, 2026
TIAA Wealth Investment Management LLC	History	New	2,748	195	0.0%	—	523	+2,748	New	Q1 2026	May 12, 2026
Wilmington Savings Fund Society, FSB	History	Reduced	2,648	188	0.0%	0.01%	524	-2,350	-47.02%	Q1 2026	Apr 30, 2026
TRUST CO OF VERMONT	History	No change	2,465	183	0.01%	0.01%	525	0	0.0%	Q4 2025	Jan 16, 2026
CIBC Private Wealth Group LLC	History	No change	2,318	172	0.0%	0.0%	526	0	0.0%	Q4 2025	Feb 12, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC	History	Reduced	2,380	169	0.0%	0.0%	527	-1,163	-32.83%	Q1 2026	May 08, 2026
UMB Bank, n.a.	History	Added to	2,317	164	0.0%	0.0%	528	+37	1.62%	Q1 2026	May 11, 2026
Center for Financial Planning, Inc.	History	No change	2,308	164	0.02%	0.02%	529	0	0.0%	Q1 2026	May 04, 2026
MATHER GROUP, LLC.	History	New	2,223	157	0.0%	—	530	+2,223	New	Q1 2026	Apr 13, 2026
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	History	New	2,106	149	0.0%	—	531	+2,106	New	Q1 2026	May 12, 2026
Geneos Wealth Management Inc.	History	Added to	2,078	147	0.0%	0.0%	532	+7	0.34%	Q1 2026	May 04, 2026
Parallel Advisors, LLC	History	Added to	2,040	144	0.0%	0.0%	533	+395	24.01%	Q1 2026	May 07, 2026
MEEDER ASSET MANAGEMENT INC	History	Added to	1,991	141	0.01%	0.0%	534	+1,873	1587.29%	Q1 2026	May 07, 2026
FARMERS & MERCHANTS INVESTMENTS INC	History	No change	1,785	126	0.0%	0.0%	535	0	0.0%	Q1 2026	Apr 23, 2026
Roxbury Financial LLC	History	Added to	1,762	125	0.11%	0.12%	536	+6	0.34%	Q1 2026	Apr 17, 2026
MCF Advisors LLC	History	Added to	1,712	121	0.01%	—	537	+1,700	14166.67%	Q1 2026	May 11, 2026
EverSource Wealth Advisors, LLC	History	Added to	1,677	119	0.0%	0.0%	538	+720	75.24%	Q1 2026	May 15, 2026
Annis Gardner Whiting Capital Advisors, LLC	History	Reduced	1,682	119	0.02%	0.02%	539	-90	-5.08%	Q1 2026	May 06, 2026
Employees Retirement System of Texas	History	New	1,577	112	0.0%	—	540	+1,577	New	Q1 2026	May 13, 2026
Siemens Fonds Invest GmbH	History	No change	1,524	108	0.01%	0.01%	541	0	0.0%	Q1 2026	May 15, 2026
HAZLETT, BURT & WATSON, INC.	History	No change	1,479	106	0.03%	0.03%	542	0	0.0%	Q1 2026	May 14, 2026
GPS Wealth Strategies Group, LLC	History	No change	1,420	105	0.09%	0.09%	543	0	0.0%	Q4 2025	Feb 06, 2026
Ameritas Advisory Services, LLC	History	New	1,436	102	0.0%	—	544	+1,436	New	Q1 2026	May 12, 2026
ESL Trust Services, LLC	History	No change	1,300	92	0.02%	0.02%	545	0	0.0%	Q1 2026	May 07, 2026
Atlantic Union Bankshares Corp	History	Added to	1,261	89	0.0%	0.0%	546	+4	0.32%	Q1 2026	May 12, 2026
TOMPKINS FINANCIAL CORP	History	No change	1,245	88	0.01%	0.01%	547	0	0.0%	Q1 2026	Apr 09, 2026
Deseret Mutual Benefit Administrators	History	Added to	1,164	82	0.03%	0.02%	548	+594	104.21%	Q1 2026	May 08, 2026
TD PRIVATE CLIENT WEALTH LLC	History	Added to	1,101	78	0.0%	0.0%	549	+255	30.14%	Q1 2026	Apr 27, 2026
Optiver Holding B.V.	History	Added to	1,065	75	0.0%	0.0%	550	+877	466.49%	Q1 2026	May 15, 2026
Rialto Wealth Management, LLC	History	Added to	1,034	73	0.02%	0.02%	551	+5	0.49%	Q1 2026	May 14, 2026
Kennebec Savings Bank	History	No change	1,000	71	0.06%	0.06%	552	0	0.0%	Q1 2026	Apr 17, 2026
Hartford Financial Management Inc.	History	Reduced	999	70	0.02%	0.02%	553	-178	-15.12%	Q1 2026	Apr 15, 2026
Rossby Financial, LCC	History	Added to	948	67	0.01%	0.0%	555	+894	1655.56%	Q1 2026	May 11, 2026
Financial Gravity Asset Management, Inc.	History	Added to	944	67	0.01%	0.01%	554	+152	19.19%	Q1 2026	May 08, 2026
Essential Partners LLC	History	Added to	932	66	0.02%	0.01%	556	+611	190.34%	Q1 2026	May 21, 2026
Global Retirement Partners, LLC	History	No change	858	63	0.0%	0.0%	557	0	0.0%	Q4 2025	Feb 06, 2026
ASSETMARK, INC	History	Added to	880	62	0.0%	0.0%	559	+146	19.89%	Q1 2026	May 06, 2026
TRUST CO OF TOLEDO NA /OH/	History	Added to	875	62	0.01%	0.01%	558	+5	0.57%	Q1 2026	Apr 15, 2026
Penserra Capital Management LLC	History	Added to	861	61	0.0%	0.0%	560	+27	3.24%	Q1 2026	May 11, 2026
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	History	Reduced	852	60	0.0%	0.01%	563	-1,797	-67.84%	Q1 2026	May 01, 2026
CALDWELL SUTTER CAPITAL, INC.	History	Added to	849	60	0.02%	0.02%	561	+191	29.03%	Q1 2026	May 05, 2026
SIGNATUREFD, LLC	History	Added to	858	60	0.0%	0.0%	562	+152	21.53%	Q1 2026	Apr 07, 2026
SBI Securities Co., Ltd.	History	Added to	834	59	0.0%	0.0%	564	+38	4.77%	Q1 2026	Apr 27, 2026
TD Waterhouse Canada Inc.	History	Added to	813	57	0.0%	0.0%	565	+113	16.14%	Q1 2026	May 12, 2026
New England Capital Financial Advisors LLC	History	Reduced	766	54	0.01%	0.02%	567	-69	-8.26%	Q1 2026	Apr 27, 2026
Bollard Group LLC	History	Added to	764	54	0.0%	0.0%	566	+7	0.92%	Q1 2026	May 14, 2026
Minot DeBlois Advisors LLC	History	No change	750	53	0.05%	0.05%	568	0	0.0%	Q1 2026	May 08, 2026
Medallion Wealth Advisors, LLC	History	Added to	720	51	0.02%	0.02%	570	+5	0.7%	Q1 2026	Apr 24, 2026
WEBSTER BANK, N. A.	History	No change	726	51	0.0%	0.0%	569	0	0.0%	Q1 2026	Apr 17, 2026
MassMutual Private Wealth & Trust, FSB	History	Added to	676	48	0.0%	0.0%	571	+50	7.99%	Q1 2026	Apr 13, 2026
RICHARDSON FINANCIAL SERVICES INC.	History	New	668	47	0.03%	—	572	+668	New	Q1 2026	May 01, 2026
Pinnacle Wealth Planning Services, Inc.	History	Added to	661	46	0.0%	0.0%	573	+89	15.56%	Q1 2026	May 11, 2026
Versant Capital Management, Inc	History	Added to	657	46	0.0%	0.01%	574	+32	5.12%	Q1 2026	Apr 06, 2026
ARMSTRONG ADVISORY GROUP, INC	History	No change	651	46	0.0%	0.0%	575	0	0.0%	Q1 2026	Apr 10, 2026
Advisory Services Network, LLC	History	New	644	45	0.0%	—	576	+644	New	Q1 2026	May 15, 2026
AlphaCore Capital LLC	History	Reduced	586	41	0.0%	0.0%	577	-818	-58.26%	Q1 2026	May 15, 2026
Spire Wealth Management	History	Reduced	576	40	0.0%	0.0%	579	-3	-0.52%	Q1 2026	Apr 22, 2026
First Command Advisory Services, Inc.	History	No change	575	40	0.0%	0.0%	578	0	0.0%	Q1 2026	May 07, 2026
Transamerica Financial Advisors, LLC	History	Added to	549	39	0.0%	0.0%	581	+278	102.58%	Q1 2026	May 15, 2026
Sunbelt Securities, Inc.	History	Reduced	557	39	0.0%	0.0%	582	-150	-21.22%	Q1 2026	May 15, 2026
MONTAG A & ASSOCIATES INC	History	No change	549	39	0.0%	0.0%	580	0	0.0%	Q1 2026	Apr 29, 2026
WHITTIER TRUST CO	History	No change	547	37	0.0%	0.0%	583	0	0.0%	Q1 2026	Apr 28, 2026
BEACON INVESTMENT ADVISORY SERVICES, INC.	History	New	510	36	0.0%	—	586	+510	New	Q1 2026	Apr 14, 2026
Root Financial Partners, LLC	History	Added to	520	36	0.0%	0.0%	585	+119	29.68%	Q1 2026	Apr 24, 2026
Beaird Harris Wealth Management, LLC	History	No change	508	36	0.0%	0.0%	584	0	0.0%	Q1 2026	May 14, 2026
Parkside Financial Bank & Trust	History	Added to	498	35	0.0%	0.0%	587	+32	6.87%	Q1 2026	May 13, 2026
Jackson, Grant Investment Advisers, Inc.	History	No change	500	35	0.01%	0.01%	588	0	0.0%	Q1 2026	May 08, 2026
Millstone Evans Group, LLC	History	No change	500	35	0.02%	0.02%	589	0	0.0%	Q1 2026	Apr 30, 2026
ST GERMAIN D J CO INC	History	Reduced	490	34	0.0%	0.0%	590	-133	-21.35%	Q1 2026	Apr 13, 2026
Bogart Wealth, LLC	History	Added to	490	34	0.0%	0.0%	591	+17	3.59%	Q1 2026	Apr 28, 2026
Cromwell Holdings LLC	History	Reduced	470	33	0.02%	0.02%	593	-68	-12.64%	Q1 2026	Apr 30, 2026
Capital Analysts, LLC	History	No change	464	33	0.0%	0.0%	592	0	0.0%	Q1 2026	May 14, 2026
Crews Bank & Trust	History	No change	454	32	0.0%	0.0%	594	0	0.0%	Q1 2026	May 13, 2026
Fairman Group, LLC	History	No change	443	31	0.03%	0.03%	595	0	0.0%	Q1 2026	Apr 23, 2026
Motiv8 Investments LLC	History	No change	417	31	0.02%	0.02%	596	0	0.0%	Q4 2025	Feb 13, 2026
CYBER HORNET ETFs LLC	History	Reduced	426	30	0.02%	0.02%	597	-19	-4.27%	Q1 2026	May 08, 2026
1248 Management, LLC	History	No change	427	30	0.01%	0.02%	598	0	0.0%	Q1 2026	May 15, 2026
Clarity Asset Management, Inc.	History	Reduced	418	29	0.01%	0.02%	600	-62	-12.92%	Q1 2026	May 04, 2026
QUADRANT CAPITAL GROUP LLC	History	No change	415	29	0.0%	0.0%	599	0	0.0%	Q1 2026	May 13, 2026
Hanson & Doremus Investment Management	History	No change	400	28	0.0%	0.0%	601	0	0.0%	Q1 2026	Apr 17, 2026
GW&K Investment Management, LLC	History	Reduced	384	27	0.0%	0.0%	602	-27	-6.57%	Q1 2026	May 13, 2026
Smartleaf Asset Management LLC	History	Added to	399	26	0.0%	0.0%	604	+22	5.84%	Q1 2026	May 15, 2026
Princeton Global Asset Management LLC	History	No change	375	26	0.0%	0.0%	603	0	0.0%	Q1 2026	Apr 22, 2026
True Wealth Design, LLC	History	Added to	365	25	0.01%	0.0%	607	+241	194.35%	Q1 2026	Apr 13, 2026
TD Capital Management LLC	History	Added to	361	25	0.0%	0.0%	605	+4	1.12%	Q1 2026	May 11, 2026
GoalVest Advisory LLC	History	No change	354	25	0.0%	0.0%	606	0	0.0%	Q1 2026	Apr 13, 2026
Vanguard National Trust Co	History	New	344	24	0.0%	—	609	+344	New	Q1 2026	May 08, 2026
United Community Bank	History	New	342	24	0.01%	—	610	+342	New	Q1 2026	Apr 24, 2026
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/	History	Added to	340	24	0.0%	0.0%	608	+13	3.98%	Q1 2026	May 08, 2026
Ancora Advisors LLC	History	No change	335	23	0.0%	0.0%	611	0	0.0%	Q1 2026	May 15, 2026
American Capital Advisory, LLC	History	No change	323	22	0.01%	0.01%	612	0	0.0%	Q1 2026	Apr 29, 2026
CVA Family Office, LLC	History	Added to	303	21	0.0%	0.0%	613	+211	229.35%	Q1 2026	Apr 29, 2026
Cassaday & Co Wealth Management LLC	History	New	284	20	0.0%	—	614	+284	New	Q1 2026	May 07, 2026
Key Capital Management, INC	History	Added to	272	19	0.01%	0.0%	617	+202	288.57%	Q1 2026	May 07, 2026
CoreCap Advisors, LLC	History	Reduced	277	19	0.0%	0.0%	616	-1	-0.36%	Q1 2026	Apr 07, 2026
JNBA Financial Advisors	History	No change	274	19	0.0%	0.0%	615	0	0.0%	Q1 2026	Apr 22, 2026
MTM Investment Management, LLC	History	Added to	263	18	0.01%	0.01%	619	+3	1.15%	Q1 2026	May 06, 2026
Plante Moran Financial Advisors, LLC	History	No change	255	18	0.0%	0.0%	618	0	0.0%	Q1 2026	May 05, 2026
Quent Capital, LLC	History	Added to	244	17	0.0%	0.0%	620	+74	43.53%	Q1 2026	Apr 28, 2026
JFS WEALTH ADVISORS, LLC	History	Added to	238	16	0.0%	0.0%	621	+9	3.93%	Q1 2026	Apr 20, 2026
DV EQUITIES, LLC	History	No change	217	16	0.0%	0.0%	622	0	0.0%	Q4 2025	Feb 17, 2026
Washington Trust Advisors, Inc.	History	No change	229	16	0.0%	0.0%	623	0	0.0%	Q1 2026	Apr 06, 2026
Coston, McIsaac & Partners	History	Added to	216	15	0.0%	0.0%	624	+1	0.47%	Q1 2026	Apr 22, 2026
SALEM INVESTMENT COUNSELORS INC	History	New	200	14	0.0%	—	629	+200	New	Q1 2026	Apr 29, 2026
Blue Trust, Inc.	History	Reduced	200	14	0.0%	0.0%	627	-47	-19.03%	Q1 2026	Apr 20, 2026
CULLEN/FROST BANKERS, INC.	History	Reduced	203	14	0.0%	0.0%	625	-39	-16.12%	Q1 2026	May 05, 2026
GHP Investment Advisors, Inc.	History	No change	202	14	0.0%	0.0%	626	0	0.0%	Q1 2026	Apr 21, 2026
Hilltop National Bank	History	No change	200	14	0.0%	0.0%	628	0	0.0%	Q1 2026	Apr 02, 2026
CENTRAL TRUST Co	History	No change	192	13	0.0%	0.0%	630	0	0.0%	Q1 2026	Apr 17, 2026
SageView Advisory Group, LLC	History	No change	181	13	0.0%	0.0%	631	0	0.0%	Q4 2025	Feb 17, 2026
Clearstead Trust, LLC	History	No change	164	11	0.0%	0.0%	632	0	0.0%	Q1 2026	May 06, 2026
Private Wealth Management Group, LLC	History	No change	165	11	0.0%	0.0%	633	0	0.0%	Q1 2026	Apr 23, 2026
BAYBAN	History	No change	159	11	0.01%	0.01%	634	0	0.0%	Q1 2026	Apr 24, 2026
Quarry LP	History	Reduced	150	10	0.0%	0.01%	637	-707	-82.5%	Q1 2026	May 15, 2026
FIRST HORIZON CORP	History	Added to	141	10	0.0%	0.0%	636	+85	151.79%	Q1 2026	Apr 30, 2026
Keating Financial Advisory Services, Inc.	History	Added to	141	10	0.0%	0.0%	638	+70	98.59%	Q1 2026	May 15, 2026
BOKF, NA	History	Added to	150	10	0.0%	0.0%	635	+13	9.49%	Q1 2026	May 08, 2026
ELEVATION WEALTH PARTNERS, LLC	History	New	134	9	0.0%	—	642	+134	New	Q1 2026	Apr 14, 2026
Cornerstone Planning Group LLC	History	Added to	122	9	0.0%	0.0%	639	+92	306.67%	Q1 2026	May 06, 2026
City State Bank	History	No change	133	9	0.0%	0.0%	640	0	0.0%	Q1 2026	Apr 20, 2026
ORG Partners LLC	History	No change	132	9	0.0%	0.0%	641	0	0.0%	Q4 2025	Jan 14, 2026
Sachetta, LLC	History	Added to	119	8	0.0%	0.0%	645	+94	376.0%	Q1 2026	May 01, 2026
EVERMAY WEALTH MANAGEMENT LLC	History	No change	126	8	0.0%	0.0%	643	0	0.0%	Q1 2026	May 11, 2026
Westside Investment Management, Inc.	History	No change	118	8	0.0%	0.0%	644	0	0.0%	Q1 2026	May 04, 2026
Reyes Financial Architecture, Inc.	History	No change	117	8	0.01%	0.0%	646	0	0.0%	Q1 2026	May 11, 2026
TWIN PEAKS WEALTH ADVISORS, LLC	History	New	110	7	0.0%	—	652	+110	New	Q1 2026	May 08, 2026
NBC SECURITIES, INC.	History	No change	100	7	0.0%	0.0%	647	0	0.0%	Q1 2026	Apr 14, 2026
North Star Investment Management Corp.	History	No change	100	7	0.0%	0.0%	648	0	0.0%	Q1 2026	Apr 23, 2026
Atlantic Private Wealth, LLC	History	No change	100	7	0.0%	0.0%	649	0	0.0%	Q1 2026	May 08, 2026
Ulland Investment Advisors, LLC	History	No change	97	7	0.01%	0.01%	650	0	0.0%	Q1 2026	Apr 27, 2026
Spurstone Advisory Services, LLC	History	No change	100	7	0.12%	0.11%	651	0	0.0%	Q1 2026	Apr 28, 2026
Murphy & Mullick Capital Management Corp	History	Reduced	93	6	0.0%	0.01%	656	-129	-58.11%	Q1 2026	Apr 17, 2026
Arlington Trust Co LLC	History	New	92	6	0.0%	—	658	+92	New	Q1 2026	Apr 08, 2026
Basepoint Wealth LLC	History	New	91	6	0.0%	—	659	+91	New	Q1 2026	May 07, 2026
SJS Investment Consulting Inc.	History	Added to	92	6	0.0%	—	655	+81	736.36%	Q1 2026	Apr 23, 2026
Physician Wealth Advisors, Inc.	History	Added to	94	6	0.0%	0.0%	654	+22	30.56%	Q1 2026	Apr 24, 2026
VISION FINANCIAL MARKETS LLC	History	No change	87	6	0.01%	0.01%	653	0	0.0%	Q1 2026	Apr 24, 2026
Caldwell Trust Co	History	No change	85	6	0.0%	0.0%	657	0	0.0%	Q1 2026	Apr 22, 2026
Fortitude Family Office, LLC	History	Reduced	81	5	0.0%	0.03%	663	-1,436	-94.66%	Q1 2026	Apr 15, 2026
CHAPMAN FINANCIAL GROUP, LLC	History	Reduced	80	5	0.0%	0.02%	664	-300	-78.95%	Q1 2026	May 12, 2026
Park Square Financial Group, LLC	History	New	82	5	0.04%	—	665	+82	New	Q1 2026	May 13, 2026
Signature Equity Partners, LLC	History	New	78	5	0.0%	—	666	+78	New	Q1 2026	May 13, 2026
Covestor Ltd	History	Reduced	77	5	0.0%	0.01%	662	-76	-49.67%	Q1 2026	May 05, 2026
Founders Capital Management	History	No change	83	5	0.0%	0.0%	660	0	0.0%	Q1 2026	Apr 21, 2026
N.E.W. Advisory Services LLC	History	No change	80	5	0.0%	0.0%	661	0	0.0%	Q1 2026	May 04, 2026
FINANCIAL CONSULATE, INC	History	Added to	60	4	0.0%	0.0%	667	+23	62.16%	Q1 2026	Apr 21, 2026
POM Investment Strategies, LLC	History	No change	58	4	0.0%	0.0%	668	0	0.0%	Q1 2026	May 11, 2026
Wiser Advisor Group LLC	History	No change	61	4	0.0%	0.0%	669	0	0.0%	Q1 2026	Apr 22, 2026
WPG Advisers, LLC	History	No change	69	4	0.0%	0.0%	670	0	0.0%	Q1 2026	Apr 29, 2026
MCGUIRE CAPITAL ADVISORS INC	History	No change	61	4	0.0%	0.0%	671	0	0.0%	Q1 2026	May 14, 2026
Grove Bank & Trust	History	Reduced	56	3	0.0%	0.0%	672	-125	-69.06%	Q1 2026	Apr 08, 2026
Activest Wealth Management	History	Added to	52	3	0.0%	—	675	+50	2500.0%	Q1 2026	Apr 15, 2026
Kilter Group LLC	History	Added to	49	3	0.0%	—	678	+39	390.0%	Q1 2026	May 14, 2026
Westfuller Advisors, LLC	History	Reduced	47	3	0.0%	0.0%	677	-5	-9.62%	Q1 2026	Apr 28, 2026
E Fund Management (Hong Kong) Co., Ltd.	History	No change	48	3	0.0%	0.0%	673	0	0.0%	Q1 2026	Apr 08, 2026
Pacifica Partners Inc.	History	No change	54	3	0.0%	0.0%	674	0	0.0%	Q1 2026	Apr 09, 2026
Red Tortoise LLC	History	No change	54	3	0.0%	0.0%	676	0	0.0%	Q1 2026	Apr 21, 2026
Birchwood Financial Partners, Inc.	History	No change	44	3	0.0%	0.0%	679	0	0.0%	Q1 2026	May 05, 2026
Ascentis Wealth Management, LLC	History	Reduced	41	2	0.0%	0.0%	689	-216	-84.05%	Q1 2026	Apr 28, 2026
Owl Creek Wealth Partners LLC	History	New	37	2	0.0%	—	690	+37	New	Q1 2026	May 13, 2026
SHP Wealth Management	History	Added to	32	2	0.0%	0.0%	685	+3	10.34%	Q1 2026	May 08, 2026
DiNuzzo Private Wealth, Inc.	History	Added to	31	2	0.0%	0.0%	688	+3	10.71%	Q1 2026	Apr 08, 2026
Colonial Trust Advisors	History	No change	35	2	0.0%	0.0%	680	0	0.0%	Q1 2026	May 12, 2026
NVWM, LLC	History	No change	39	2	0.0%	0.0%	681	0	0.0%	Q1 2026	Apr 27, 2026
SFAM, LLC	History	No change	31	2	0.0%	0.0%	682	0	0.0%	Q1 2026	May 04, 2026
Triumph Capital Management	History	No change	39	2	0.0%	0.0%	683	0	0.0%	Q1 2026	May 13, 2026
Key FInancial Inc	History	No change	29	2	0.0%	0.0%	684	0	0.0%	Q1 2026	Apr 24, 2026
Abound Wealth Management	History	No change	40	2	0.0%	0.0%	686	0	0.0%	Q1 2026	Apr 10, 2026
CGC Financial Services, LLC	History	No change	33	2	0.0%	0.0%	687	0	0.0%	Q1 2026	Apr 13, 2026
SUMMIT SECURITIES GROUP LLC	History	Reduced	25	1	0.0%	0.0%	695	-204	-89.08%	Q1 2026	Apr 30, 2026
TFC Financial Management, Inc.	History	Reduced	15	1	0.0%	0.0%	703	-26	-63.41%	Q1 2026	Apr 23, 2026
Lloyd Advisory Services, LLC.	History	New	19	1	0.0%	—	707	+19	New	Q1 2026	May 13, 2026
Burk Holdings LLC	History	New	16	1	0.0%	—	708	+16	New	Q1 2026	May 07, 2026
OGOREK ANTHONY JOSEPH /NY/ /ADV	History	Reduced	21	1	0.0%	0.0%	691	-9	-30.0%	Q1 2026	May 11, 2026
Bay Harbor Wealth Management, LLC	History	Added to	20	1	0.0%	0.0%	699	+6	42.86%	Q1 2026	Apr 14, 2026
MV CAPITAL MANAGEMENT, INC.	History	Added to	21	1	0.0%	0.0%	696	+1	5.0%	Q1 2026	Apr 30, 2026
SouthState Bank Corp	History	No change	22	1	0.0%	0.0%	692	0	0.0%	Q1 2026	May 05, 2026
PROFFITT & GOODSON INC	History	No change	17	1	0.0%	0.0%	693	0	0.0%	Q1 2026	May 06, 2026
AdvisorNet Financial, Inc	History	No change	15	1	0.0%	0.0%	694	0	0.0%	Q1 2026	Apr 17, 2026
Darwin Wealth Management, LLC	History	No change	25	1	0.0%	0.0%	697	0	0.0%	Q1 2026	May 01, 2026
HHM Wealth Advisors, LLC	History	No change	22	1	0.0%	0.0%	698	0	0.0%	Q1 2026	Apr 17, 2026
Prestige Wealth Management Group LLC	History	No change	25	1	0.0%	0.0%	700	0	0.0%	Q1 2026	May 13, 2026
Golden State Wealth Management, LLC	History	No change	18	1	0.0%	0.0%	701	0	0.0%	Q1 2026	Apr 28, 2026
Avion Wealth	History	No change	16	1	0.0%	0.0%	702	0	0.0%	Q1 2026	May 01, 2026
Kingdom Financial Group LLC.	History	No change	19	1	0.0%	0.0%	704	0	0.0%	Q1 2026	May 13, 2026
Aspect Partners, LLC	History	No change	24	1	0.0%	0.0%	705	0	0.0%	Q1 2026	Apr 02, 2026
Cornerstone Financial Management LLC	History	No change	17	1	0.0%	0.0%	706	0	0.0%	Q1 2026	May 08, 2026
Vulcan Value Partners, LLC	History	Closed out	0	0	—	1.45%	—	-1,059,558	-100.0%	Q1 2026	May 11, 2026
NFJ INVESTMENT GROUP, LLC	History	Closed out	0	0	—	1.95%	—	-730,245	-100.0%	Q1 2026	May 13, 2026
Woodline Partners LP	History	Closed out	0	0	—	0.1%	—	-362,180	-100.0%	Q1 2026	May 15, 2026
Holocene Advisors, LP	History	Closed out	0	0	—	0.05%	—	-342,972	-100.0%	Q1 2026	May 15, 2026
CAPITAL FUND MANAGEMENT S.A.	History	Closed out	0	0	—	0.03%	—	-133,400	-100.0%	Q1 2026	May 14, 2026
CREDIT INDUSTRIEL ET COMMERCIAL	History	Closed out	0	0	—	0.44%	—	-77,537	-100.0%	Q1 2026	Apr 29, 2026
MOORE CAPITAL MANAGEMENT, LP	History	Closed out	0	0	—	0.07%	—	-66,529	-100.0%	Q1 2026	May 15, 2026
Schonfeld Strategic Advisors LLC	History	Closed out	0	0	—	0.02%	—	-62,586	-100.0%	Q1 2026	May 15, 2026
LBP AM SA	History	Closed out	0	0	—	0.03%	—	-31,996	-100.0%	Q1 2026	Apr 27, 2026
CenterBook Partners LP	History	Closed out	0	0	—	0.11%	—	-31,591	-100.0%	Q1 2026	May 05, 2026
NewEdge Advisors, LLC	History	Closed out	0	0	—	0.01%	—	-30,179	-100.0%	Q1 2026	May 15, 2026
LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	History	Closed out	0	0	—	0.12%	—	-24,539	-100.0%	Q1 2026	May 12, 2026
LECAP ASSET MANAGEMENT LTD	History	Closed out	0	0	—	0.68%	—	-22,830	-100.0%	Q1 2026	Apr 30, 2026
Quantitative Investment Management, LLC	History	Closed out	0	0	—	0.15%	—	-21,311	-100.0%	Q1 2026	May 15, 2026
Qsemble Capital Management, LP	History	Closed out	0	0	—	0.12%	—	-20,248	-100.0%	Q1 2026	May 07, 2026
WBI INVESTMENTS, LLC	History	Closed out	0	0	—	0.37%	—	-19,302	-100.0%	Q1 2026	May 11, 2026
Oak Thistle LLC	History	Closed out	0	0	—	0.18%	—	-17,836	-100.0%	Q1 2026	Apr 10, 2026
Pacer Advisors, Inc.	History	Closed out	0	0	—	0.0%	—	-16,124	-100.0%	Q1 2026	May 06, 2026
SHERMAN PORFOLIOS, LLC	History	Closed out	0	0	—	0.07%	—	-13,176	-100.0%	Q1 2026	May 13, 2026
NATIXIS	History	Closed out	0	0	—	0.0%	—	-12,403	-100.0%	Q1 2026	May 14, 2026
AXQ CAPITAL, LP	History	Closed out	0	0	—	0.18%	—	-10,778	-100.0%	Q1 2026	May 13, 2026
Howard Capital Management Inc.	History	Closed out	0	0	—	0.01%	—	-10,174	-100.0%	Q1 2026	May 05, 2026
CREDIT AGRICOLE S A	History	Closed out	0	0	—	0.0%	—	-9,921	-100.0%	Q1 2026	May 15, 2026
Bramshill Investments, LLC	History	Closed out	0	0	—	0.04%	—	-9,689	-100.0%	Q1 2026	May 15, 2026
Jefferies Financial Group Inc.	History	Closed out	0	0	—	0.0%	—	-8,253	-100.0%	Q1 2026	May 07, 2026
iSAM Funds (UK) Ltd	History	Closed out	0	0	—	0.21%	—	-7,862	-100.0%	Q1 2026	May 13, 2026
Headlands Technologies LLC	History	Closed out	0	0	—	0.04%	—	-7,257	-100.0%	Q1 2026	May 13, 2026
BEARING POINT CAPITAL, LLC	History	Closed out	0	0	—	0.07%	—	-6,417	-100.0%	Q1 2026	May 07, 2026
FORA Capital, LLC	History	Closed out	0	0	—	0.07%	—	-6,122	-100.0%	Q1 2026	May 14, 2026
Mondrian Investment Partners LTD	History	Closed out	0	0	—	0.01%	—	-5,243	-100.0%	Q1 2026	Apr 29, 2026
TIAA TRUST, NATIONAL ASSOCIATION	History	Closed out	0	0	—	0.0%	—	-4,778	-100.0%	Q1 2026	May 12, 2026
BLUEFIN CAPITAL MANAGEMENT, LLC	History	Closed out	0	0	—	0.08%	—	-4,600	-100.0%	Q1 2026	May 15, 2026
PRAXIS INVESTMENT MANAGEMENT INC	History	Closed out	0	0	—	0.02%	—	-4,540	-100.0%	Q1 2026	Apr 28, 2026
CAPSTONE INVESTMENT ADVISORS, LLC	History	Closed out	0	0	—	0.0%	—	-4,341	-100.0%	Q1 2026	May 15, 2026
CARRET ASSET MANAGEMENT, LLC	History	Closed out	0	0	—	0.03%	—	-4,140	-100.0%	Q1 2026	May 15, 2026
Optimize Financial Inc	History	Closed out	0	0	—	0.15%	—	-4,099	-100.0%	Q1 2026	May 12, 2026
ARMISTICE CAPITAL, LLC	History	Closed out	0	0	—	0.0%	—	-4,014	-100.0%	Q1 2026	May 15, 2026
West Tower Group, LLC	History	Closed out	0	0	—	0.67%	—	-4,000	-100.0%	Q1 2026	Apr 29, 2026
WealthTrust Axiom LLC	History	Closed out	0	0	—	0.08%	—	-3,938	-100.0%	Q1 2026	May 11, 2026
J.W. COLE ADVISORS, INC.	History	Closed out	0	0	—	0.01%	—	-3,559	-100.0%	Q1 2026	Apr 23, 2026
BOOTHBAY FUND MANAGEMENT, LLC	History	Closed out	0	0	—	0.0%	—	-3,471	-100.0%	Q1 2026	May 15, 2026
Revisor Wealth Management LLC	History	Closed out	0	0	—	0.07%	—	-3,360	-100.0%	Q1 2026	Apr 27, 2026
WEDBUSH SECURITIES INC	History	Closed out	0	0	—	0.01%	—	-3,352	-100.0%	Q1 2026	Apr 21, 2026
Cannell & Spears LLC	History	Closed out	0	0	—	0.0%	—	-3,320	-100.0%	Q1 2026	May 15, 2026
Wealthspire Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-3,320	-100.0%	Q1 2026	May 01, 2026
KINGSWOOD WEALTH ADVISORS, LLC	History	Closed out	0	0	—	0.01%	—	-3,298	-100.0%	Q1 2026	Apr 28, 2026
Entropy Technologies, LP	History	Closed out	0	0	—	0.01%	—	-3,285	-100.0%	Q1 2026	May 14, 2026
CHOREO, LLC	History	Closed out	0	0	—	0.0%	—	-3,277	-100.0%	Q1 2026	May 12, 2026
Forum Financial Management, LP	History	Closed out	0	0	—	0.0%	—	-3,259	-100.0%	Q1 2026	Apr 23, 2026
Scientech Research LLC	History	Closed out	0	0	—	0.15%	—	-3,251	-100.0%	Q1 2026	May 15, 2026
HANCOCK WHITNEY CORP	History	Closed out	0	0	—	0.0%	—	-3,136	-100.0%	Q1 2026	May 15, 2026
MGO ONE SEVEN LLC	History	Closed out	0	0	—	0.0%	—	-3,072	-100.0%	Q1 2026	May 14, 2026
Vontobel Holding Ltd.	History	Closed out	0	0	—	0.0%	—	-3,026	-100.0%	Q1 2026	May 08, 2026
DAVENPORT & Co LLC	History	Closed out	0	0	—	0.0%	—	-2,978	-100.0%	Q1 2026	Apr 15, 2026
COLDSTREAM CAPITAL MANAGEMENT INC	History	Closed out	0	0	—	0.0%	—	-2,924	-100.0%	Q1 2026	May 08, 2026
BURNEY CO/	History	Closed out	0	0	—	0.01%	—	-2,781	-100.0%	Q1 2026	Apr 29, 2026
Safe Harbor Fiduciary, LLC	History	Closed out	0	0	—	0.18%	—	-2,727	-100.0%	Q1 2026	May 15, 2026
Aquatic Capital Management LLC	History	Closed out	0	0	—	0.0%	—	-1,454	-100.0%	Q1 2026	May 15, 2026
Cape Investment Advisory, Inc.	History	Closed out	0	0	—	0.01%	—	-446	-100.0%	Q1 2026	May 15, 2026
SENTRY INVESTMENT MANAGEMENT LLC	History	Closed out	0	0	—	0.02%	—	-422	-100.0%	Q1 2026	May 07, 2026
Colonial Trust Co / SC	History	Closed out	0	0	—	0.0%	—	-330	-100.0%	Q1 2026	May 12, 2026
THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.	History	Closed out	0	0	—	0.01%	—	-300	-100.0%	Q1 2026	Apr 14, 2026
DV Trading LLC	History	Closed out	0	0	—	0.0%	—	-300	-100.0%	Q1 2026	May 15, 2026
Elyxium Wealth, LLC	History	Closed out	0	0	—	0.01%	—	-280	-100.0%	Q1 2026	May 06, 2026
Kohmann Bosshard Financial Services, LLC	History	Closed out	0	0	—	0.0%	—	-200	-100.0%	Q1 2026	May 01, 2026
VALLEY WEALTH MANAGERS, INC.	History	Closed out	0	0	—	0.0%	—	-150	-100.0%	Q1 2026	May 06, 2026
Fideuram Asset Management (Ireland) dac	History	Closed out	0	0	—	0.0%	—	-132	-100.0%	Q1 2026	May 11, 2026
FLAGSHIP HARBOR ADVISORS, LLC	History	Closed out	0	0	—	0.0%	—	-127	-100.0%	Q1 2026	Apr 28, 2026
Migdal Insurance & Financial Holdings Ltd.	History	Closed out	0	0	—	0.0%	—	-78	-100.0%	Q1 2026	May 14, 2026
TCTC Holdings, LLC	History	Closed out	0	0	—	0.0%	—	-71	-100.0%	Q1 2026	May 07, 2026
HARBOR INVESTMENT ADVISORY, LLC	History	Reduced	12	0	—	0.0%	—	-68	-85.0%	Q1 2026	Apr 23, 2026
Inlight Wealth Management, LLC	History	Closed out	0	0	—	0.0%	—	-67	-100.0%	Q1 2026	May 04, 2026
Garner Asset Management Corp	History	Closed out	0	0	—	0.0%	—	-65	-100.0%	Q1 2026	Apr 28, 2026
West Financial Advisors, LLC	History	Closed out	0	0	—	0.0%	—	-64	-100.0%	Q1 2026	Apr 08, 2026
MARK SHEPTOFF FINANCIAL PLANNING, LLC	History	Closed out	0	0	—	0.0%	—	-50	-100.0%	Q1 2026	May 11, 2026
HOWARD HUGHES MEDICAL INSTITUTE	History	Closed out	0	0	—	0.0%	—	-33	-100.0%	Q1 2026	May 15, 2026
Clark Wealth Partners	History	Reduced	8	0	—	0.0%	—	-31	-79.49%	Q1 2026	May 11, 2026
Manchester Capital Management LLC	History	Reduced	12	0	—	0.0%	—	-30	-71.43%	Q1 2026	May 11, 2026
Strategic Wealth Partners, Ltd.	History	Closed out	0	0	—	0.0%	—	-25	-100.0%	Q1 2026	May 12, 2026
Greenline Wealth Management LLC	History	Closed out	0	0	—	0.0%	—	-25	-100.0%	Q1 2026	May 14, 2026
Clayton Financial Group LLC	History	Reduced	9	0	—	0.0%	—	-19	-67.86%	Q1 2026	Apr 13, 2026
Wealth Watch Advisors, INC	History	Closed out	0	0	—	0.0%	—	-16	-100.0%	Q1 2026	May 15, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC	History	Closed out	0	0	—	0.0%	—	-15	-100.0%	Q1 2026	May 14, 2026
Mowery & Schoenfeld Wealth Management, LLC	History	Closed out	0	0	—	0.0%	—	-14	-100.0%	Q1 2026	May 01, 2026
HIGHLINE WEALTH PARTNERS LLC	History	New	11	0	—	—	—	+11	New	Q1 2026	Apr 06, 2026
Vermillion Wealth Management, Inc.	History	New	10	0	—	—	—	+10	New	Q1 2026	Apr 17, 2026
Financial Network Wealth Advisors LLC	History	Closed out	0	0	—	—	—	-10	-100.0%	Q1 2026	May 14, 2026
Synergy Investment Management, LLC	History	New	9	0	—	—	—	+9	New	Q1 2026	May 14, 2026
OPTIMA CAPITAL LLC	History	Closed out	0	0	—	—	—	-9	-100.0%	Q1 2026	May 04, 2026
Vision Retirement, LLC	History	New	8	0	—	—	—	+8	New	Q1 2026	May 07, 2026
Torren Management, LLC	History	Closed out	0	0	—	—	—	-7	-100.0%	Q1 2026	Apr 30, 2026
Portus Wealth Advisors, LLC	History	New	5	0	—	—	—	+5	New	Q1 2026	Apr 22, 2026
Rakuten Securities, Inc.	History	Closed out	0	0	—	—	—	-5	-100.0%	Q1 2026	May 01, 2026
TopTier Wealth Management, LLC	History	New	4	0	—	—	—	+4	New	Q1 2026	May 05, 2026
Tidemark, LLC	History	New	3	0	—	—	—	+3	New	Q1 2026	May 07, 2026
CURIO WEALTH, LLC	History	New	3	0	—	—	—	+3	New	Q1 2026	May 11, 2026
HFM Investment Advisors, LLC	History	Added to	11	0	—	—	—	+2	22.22%	Q1 2026	May 01, 2026
Merkkuri Wealth Advisors LLC	History	New	2	0	—	—	—	+2	New	Q1 2026	Apr 21, 2026
MidFirst Bank	History	New	2	0	—	—	—	+2	New	Q1 2026	May 15, 2026
Private Wealth Asset Management, LLC	History	Closed out	0	0	—	—	—	-2	-100.0%	Q1 2026	May 06, 2026
Dunhill Financial, LLC	History	Reduced	7	0	—	—	—	-1	-12.5%	Q1 2026	May 06, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	History	Closed out	0	0	—	—	—	-1	-100.0%	Q1 2026	May 15, 2026
BOYD WATTERSON ASSET MANAGEMENT LLC/OH	History	No change	12	0	—	—	—	0	0.0%	Q1 2026	Apr 27, 2026
WHITTIER TRUST CO OF NEVADA INC	History	No change	3	0	—	—	—	0	0.0%	Q1 2026	Apr 28, 2026
ATLAS CAPITAL ADVISORS INC.	History	No change	11	0	—	—	—	0	0.0%	Q1 2026	May 11, 2026
Stone House Investment Management, LLC	History	No change	7	0	—	—	—	0	0.0%	Q1 2026	Apr 22, 2026
Quaker Wealth Management, LLC	History	No change	6	0	—	—	—	0	0.0%	Q1 2026	Apr 10, 2026
Truvestments Capital LLC	History	No change	1	0	—	—	—	0	0.0%	Q1 2026	May 13, 2026
WOLFF WIESE MAGANA LLC	History	No change	10	0	—	—	—	0	0.0%	Q1 2026	Apr 13, 2026
Cherry Tree Wealth Management, LLC	History	No change	3	0	—	—	—	0	0.0%	Q1 2026	May 05, 2026
Bruce G. Allen Investments, LLC	History	No change	11	0	—	—	—	0	0.0%	Q1 2026	May 08, 2026
Caitlin John, LLC	History	No change	8	0	—	—	—	0	0.0%	Q1 2026	May 13, 2026
Principia Wealth Advisory, LLC	History	No change	9	0	—	—	—	0	0.0%	Q4 2025	Feb 10, 2026
Hughes Financial Services, LLC	History	No change	9	0	—	—	—	0	0.0%	Q1 2026	Apr 29, 2026
Boreal Capital Management LLC	History	No change	10	0	—	—	—	0	0.0%	Q1 2026	May 14, 2026
1015 Capital Partners, LLC	History	No change	10	0	—	—	—	0	0.0%	Q1 2026	May 11, 2026