STANDEX INTERNATIONAL CORP/DE/ - SXI
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 | 1,730,550 | 441,047 | 0.01% | 0.01% | 1 | +13,490 | 0.79% | Q1 2026 | May 13, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 1,317,226 | 335,708 | 2.23% | 1.77% | 2 | -52,633 | -3.84% | Q1 2026 | Apr 21, 2026 |
| VANGUARD GROUP INC | History | No change | 1,372,691 | 298,258 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 795,300 | 202,690 | 0.15% | 0.13% | 4 | -14,337 | -1.77% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 742,492 | 189,231 | 0.01% | — | 5 | +742,492 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 543,626 | 138,548 | 0.0% | — | 6 | +543,626 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 498,361 | 127,012 | 0.0% | 0.0% | 7 | +12,632 | 2.6% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 474,027 | 120,810 | 0.4% | 0.28% | 8 | +81,207 | 20.67% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 318,909 | 81,274 | 0.02% | 0.02% | 9 | -35,441 | -10.0% | Q1 2026 | May 07, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 314,404 | 80,129 | 0.58% | 0.55% | 10 | -50,990 | -13.95% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 298,863 | 76,178 | 0.0% | 0.0% | 11 | +17,260 | 6.13% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 294,890 | 75,155 | 0.55% | 0.57% | 12 | -27,512 | -8.53% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 270,402 | 68,914 | 0.07% | 0.04% | 13 | +71,215 | 35.75% | Q1 2026 | May 12, 2026 |
| Capital Research Global Investors | History | New | 248,603 | 63,358 | 0.01% | — | 14 | +248,603 | New | Q1 2026 | May 13, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 240,792 | 61,368 | 1.36% | 1.19% | 15 | -5,051 | -2.05% | Q1 2026 | May 06, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 223,097 | 56,859 | 0.04% | 0.01% | 16 | +193,816 | 661.92% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 221,387 | 56,423 | 0.01% | 0.01% | 17 | +70,934 | 47.15% | Q1 2026 | May 15, 2026 |
| Ophir Asset Management Pty Ltd | History | New | 197,012 | 50,210 | 5.85% | — | 18 | +197,012 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 175,478 | 44,722 | 0.0% | 0.0% | 19 | -865 | -0.49% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 168,980 | 43,066 | 0.01% | 0.0% | 20 | +327 | 0.19% | Q1 2026 | May 14, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 168,463 | 42,934 | 0.54% | 0.51% | 21 | -64,300 | -27.62% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 159,959 | 40,316 | 0.01% | 0.01% | 22 | -23,290 | -12.71% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 151,987 | 38,735 | 0.01% | 0.01% | 23 | +571 | 0.38% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 126,828 | 32,323 | 0.0% | 0.0% | 24 | -26,527 | -17.3% | Q1 2026 | May 15, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 106,543 | 27,153 | 1.34% | 1.19% | 25 | -2,103 | -1.94% | Q1 2026 | Apr 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 103,614 | 26,948 | 0.05% | 0.06% | 26 | -51,921 | -33.38% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 105,064 | 26,773 | 0.02% | 0.02% | 27 | +4,520 | 4.5% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 100,128 | 25,518 | 0.0% | 0.0% | 28 | +39,216 | 64.38% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 94,207 | 24,009 | 0.01% | 0.01% | 29 | +4,388 | 4.89% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 90,155 | 22,976 | 0.0% | 0.0% | 30 | -2,040 | -2.21% | Q1 2026 | May 05, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 89,177 | 22,727 | 0.48% | 0.44% | 31 | -6,664 | -6.95% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 88,626 | 22,587 | 0.04% | 0.02% | 32 | +33,082 | 59.56% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Reduced | 88,226 | 22,485 | 0.0% | 0.0% | 33 | -3,217 | -3.52% | Q1 2026 | May 05, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 85,100 | 21,689 | 0.07% | 0.1% | 34 | -59,900 | -41.31% | Q1 2026 | Apr 28, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 83,066 | 21,170 | 0.01% | — | 35 | +83,066 | New | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 74,008 | 18,861 | 0.19% | 0.16% | 36 | -1,085 | -1.44% | Q1 2026 | May 14, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 71,823 | 18,304 | 0.13% | 0.13% | 37 | -14,755 | -17.04% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 68,338 | 17,417 | 0.03% | 0.02% | 38 | +9,765 | 16.67% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 59,171 | 15,080 | 0.01% | 0.01% | 39 | +1,271 | 2.2% | Q1 2026 | May 04, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 58,514 | 14,912 | 0.25% | 0.22% | 40 | -1,290 | -2.16% | Q1 2026 | May 15, 2026 |
| ANCHOR CAPITAL MANAGEMENT COMPANY, LLC | History | Reduced | 56,214 | 14,326 | 15.45% | 14.73% | 41 | -20,173 | -26.41% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | Reduced | 49,604 | 12,642 | 0.3% | 0.27% | 42 | -2,605 | -4.99% | Q1 2026 | Apr 30, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 44,200 | 11,264 | 0.08% | 0.07% | 43 | -300 | -0.67% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 43,343 | 11,046 | 0.03% | 0.03% | 44 | +1,402 | 3.34% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 35,630 | 9,080 | 0.0% | 0.0% | 45 | +2,867 | 8.75% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | New | 34,158 | 8,705 | 0.25% | — | 46 | +34,158 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 34,266 | 8,566 | 0.0% | 0.0% | 47 | -10,220 | -22.97% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 32,965 | 8,401 | 0.01% | 0.01% | 48 | +463 | 1.42% | Q1 2026 | May 12, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 30,339 | 7,732 | 0.03% | 0.03% | 49 | -7,769 | -20.39% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 29,924 | 7,626 | 0.0% | 0.0% | 50 | +6,162 | 25.93% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 29,240 | 7,452 | 0.0% | 0.0% | 51 | -2,110 | -6.73% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 26,994 | 6,879 | 0.0% | 0.01% | 52 | -4,801 | -15.1% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 26,583 | 6,774 | 0.01% | 0.01% | 53 | -218 | -0.81% | Q1 2026 | Apr 24, 2026 |
| Nuveen, LLC | History | Added to | 25,026 | 6,378 | 0.0% | 0.0% | 54 | +894 | 3.7% | Q1 2026 | Apr 30, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,797 | 6,319 | 0.0% | 0.0% | 55 | -20,552 | -45.32% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 24,624 | 6,275 | 0.0% | 0.0% | 56 | +6,693 | 37.33% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 24,335 | 6,202 | 0.01% | 0.01% | 57 | -1,578 | -6.09% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Added to | 24,000 | 6,116 | 0.0% | 0.0% | 58 | +200 | 0.84% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 22,157 | 5,646 | 0.01% | 0.0% | 59 | +1,663 | 8.11% | Q1 2026 | May 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 20,902 | 5,327 | 0.02% | 0.01% | 60 | +13,208 | 171.67% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 20,334 | 5,182 | 0.0% | 0.0% | 61 | -9,580 | -32.03% | Q1 2026 | May 11, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 19,607 | 4,997 | 0.05% | 0.03% | 62 | +1,657 | 9.23% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 19,534 | 4,978 | 0.19% | 0.11% | 63 | +4,884 | 33.34% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 18,787 | 4,788 | 0.01% | 0.01% | 64 | -14,136 | -42.94% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 17,532 | 4,468 | 0.01% | 0.0% | 65 | +16,414 | 1468.16% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 17,331 | 4,417 | 0.01% | 0.01% | 66 | -1,391 | -7.43% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 15,598 | 3,975 | 0.05% | 0.03% | 67 | +2,514 | 19.21% | Q1 2026 | Apr 23, 2026 |
| XTX Topco Ltd | History | Added to | 15,138 | 3,858 | 0.07% | 0.03% | 68 | +10,731 | 243.5% | Q1 2026 | May 15, 2026 |
| Emerald Investment Advisers, LLC | History | New | 14,970 | 3,815 | 0.34% | — | 69 | +14,970 | New | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 14,604 | 3,721 | 0.0% | 0.0% | 70 | +3,059 | 26.5% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 14,443 | 3,680 | 0.0% | 0.0% | 71 | +8,997 | 165.2% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,900 | 3,542 | 0.0% | 0.0% | 72 | -11,994 | -46.32% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 13,703 | 3,492 | 0.0% | 0.0% | 73 | -11,993 | -46.67% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 13,704 | 3,492 | 0.06% | 0.03% | 74 | +5,186 | 60.88% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 13,611 | 3,468 | 0.0% | 0.0% | 75 | +335 | 2.52% | Q1 2026 | May 06, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 13,486 | 3,437 | 0.97% | 0.9% | 76 | -1,598 | -10.59% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 13,449 | 3,428 | 0.0% | 0.0% | 77 | +2,088 | 18.38% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 12,194 | 3,107 | 0.0% | 0.0% | 78 | +2,949 | 31.9% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 14,150 | 3,074 | 0.0% | 0.0% | 79 | -200 | -1.39% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 11,825 | 3,013 | 0.01% | 0.01% | 80 | +427 | 3.75% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 11,821 | 3,012 | 0.0% | 0.0% | 81 | -1,005 | -7.84% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 11,681 | 2,977 | 0.01% | 0.01% | 82 | -700 | -5.65% | Q1 2026 | May 14, 2026 |
| One Capital Management, LLC | History | New | 11,343 | 2,890 | 0.08% | — | 83 | +11,343 | New | Q1 2026 | May 12, 2026 |
| Future Fund LLC | History | New | 11,343 | 2,890 | 1.02% | — | 84 | +11,343 | New | Q1 2026 | May 06, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 11,318 | 2,884 | 0.16% | 0.14% | 85 | -77 | -0.68% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | New | 10,949 | 2,790 | 0.0% | — | 86 | +10,949 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,708 | 2,729 | 0.0% | 0.0% | 87 | +1,356 | 14.5% | Q1 2026 | May 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 9,778 | 2,493 | 0.0% | 0.0% | 88 | -793 | -7.5% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 9,115 | 2,323 | 0.0% | 0.0% | 89 | -968 | -9.6% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 9,039 | 2,303 | 0.0% | — | 90 | +9,039 | New | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 8,981 | 2,288 | 0.01% | — | 91 | +8,981 | New | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 8,798 | 2,242 | 0.01% | 0.01% | 92 | -738 | -7.74% | Q1 2026 | May 05, 2026 |
| Pflug Koory, LLC | History | No change | 8,640 | 2,201 | 1.01% | 0.88% | 93 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,138 | 2,074 | 0.01% | 0.01% | 94 | -3,553 | -30.39% | Q1 2026 | May 04, 2026 |
| 1ST SOURCE BANK | History | Added to | 8,126 | 2,070 | 0.11% | 0.07% | 95 | +2,000 | 32.65% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,602 | 1,937 | 0.0% | 0.0% | 96 | +394 | 5.47% | Q1 2026 | May 15, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Reduced | 7,070 | 1,802 | 0.06% | 0.05% | 97 | -76 | -1.06% | Q1 2026 | May 14, 2026 |
| NorthCoast Asset Management LLC | History | New | 6,968 | 1,775 | 0.04% | — | 98 | +6,968 | New | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,712 | 1,710 | 0.0% | 0.0% | 99 | +1,438 | 27.27% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,692 | 1,697 | 0.0% | 0.0% | 100 | +4,016 | 109.25% | Q1 2026 | May 01, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 6,641 | 1,691 | 0.02% | 0.02% | 101 | -210 | -3.07% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 6,557 | 1,671 | 0.01% | 0.01% | 102 | -186 | -2.76% | Q1 2026 | May 14, 2026 |
| HM PAYSON & CO | History | No change | 6,344 | 1,616 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 6,185 | 1,576 | 0.02% | 0.02% | 104 | -356 | -5.44% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 5,671 | 1,446 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,642 | 1,437 | 0.0% | 0.0% | 106 | +55 | 0.98% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,601 | 1,427 | 0.0% | 0.0% | 107 | -227 | -3.89% | Q1 2026 | Apr 27, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 5,489 | 1,398 | 0.0% | 0.0% | 108 | -156 | -2.76% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,400 | 1,376 | 0.02% | 0.02% | 109 | -200 | -3.57% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 5,168 | 1,317 | 0.01% | 0.01% | 110 | +17 | 0.33% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 5,145 | 1,311 | 0.02% | 0.02% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 5,073 | 1,292 | 0.0% | 0.0% | 112 | -35 | -0.69% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,874 | 1,242 | 0.0% | 0.0% | 113 | +210 | 4.5% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,779 | 1,217 | 0.0% | — | 114 | +4,779 | New | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Reduced | 4,717 | 1,202 | 0.0% | 0.0% | 115 | -279 | -5.58% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 4,652 | 1,185 | 0.0% | 0.0% | 116 | -746 | -13.82% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 4,632 | 1,180 | 0.0% | 0.0% | 117 | +300 | 6.93% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Reduced | 4,591 | 1,170 | 0.02% | 0.02% | 118 | -96 | -2.05% | Q1 2026 | Apr 16, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 4,545 | 1,158 | 0.09% | 0.08% | 119 | -758 | -14.29% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 4,539 | 1,156 | 0.0% | 0.0% | 120 | -2,851 | -38.58% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | New | 4,230 | 1,078 | 0.02% | — | 121 | +4,230 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 4,165 | 1,061 | 0.0% | 0.0% | 123 | +1,052 | 33.79% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 4,165 | 1,061 | 0.0% | 0.0% | 122 | -941 | -18.43% | Q1 2026 | Apr 16, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,100 | 1,044 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 4,090 | 1,043 | 0.01% | 0.01% | 125 | +184 | 4.71% | Q1 2026 | May 12, 2026 |
| Round Rock Advisors LLC | History | Added to | 4,031 | 1,027 | 0.16% | 0.13% | 126 | +14 | 0.35% | Q1 2026 | May 15, 2026 |
| Rodgers Brothers Inc. | History | No change | 4,000 | 1,019 | 0.12% | 0.1% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Central Pacific Bank - Trust Division | History | Added to | 3,815 | 972 | 0.12% | 0.08% | 128 | +837 | 28.11% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,736 | 952 | 0.02% | 0.02% | 129 | -3,061 | -45.03% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 3,659 | 933 | 0.01% | 0.01% | 130 | +159 | 4.54% | Q1 2026 | Apr 07, 2026 |
| CenterBook Partners LP | History | Added to | 3,625 | 923 | 0.05% | 0.03% | 131 | +1,078 | 42.32% | Q1 2026 | May 05, 2026 |
| Amundi | History | Added to | 3,585 | 913 | 0.0% | 0.0% | 132 | +1,686 | 88.78% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,485 | 888 | 0.01% | 0.01% | 133 | -20 | -0.57% | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 3,438 | 876 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 3,917 | 851 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Arizona State Retirement System | History | Reduced | 3,328 | 848 | 0.0% | 0.0% | 136 | -53 | -1.57% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,263 | 831 | 0.01% | 0.01% | 137 | -39 | -1.18% | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | Reduced | 3,233 | 824 | 0.0% | 0.0% | 138 | -4,820 | -59.85% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,189 | 812 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 3,097 | 789 | 0.0% | 0.0% | 140 | -9 | -0.29% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 3,069 | 782 | 0.06% | 0.04% | 141 | +927 | 43.28% | Q1 2026 | Apr 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 3,016 | 769 | 0.01% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 2,997 | 763 | 0.0% | 0.0% | 143 | -3 | -0.1% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 2,942 | 749 | 0.0% | — | 144 | +2,942 | New | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 2,767 | 705 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,677 | 689 | 0.0% | 0.0% | 147 | -1,049 | -28.15% | Q1 2026 | Apr 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,705 | 689 | 0.0% | 0.0% | 146 | -27 | -0.99% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 2,700 | 688 | 0.0% | 0.0% | 148 | +100 | 3.85% | Q1 2026 | Apr 29, 2026 |
| S&CO INC | History | No change | 2,685 | 684 | 0.04% | 0.04% | 149 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Reduced | 2,523 | 643 | 0.0% | 0.0% | 150 | -495 | -16.4% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 2,507 | 638 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Inspire Investing, LLC | History | Reduced | 2,494 | 635 | 0.05% | 0.05% | 152 | -124 | -4.74% | Q1 2026 | Apr 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 2,483 | 632 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 2,440 | 621 | 0.01% | 0.01% | 154 | -1,892 | -43.67% | Q1 2026 | May 08, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 2,377 | 605 | 0.08% | 0.08% | 155 | +54 | 2.32% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 2,303 | 586 | 0.0% | 0.0% | 156 | -16,460 | -87.73% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,274 | 579 | 0.01% | 0.0% | 157 | +384 | 20.32% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | New | 2,270 | 578 | 0.17% | — | 158 | +2,270 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,231 | 569 | 0.0% | 0.0% | 159 | -22 | -0.98% | Q1 2026 | Apr 30, 2026 |
| Legacy Private Trust Co. | History | No change | 2,210 | 563 | 0.03% | 0.03% | 160 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HFR Wealth Management, LLC | History | No change | 2,171 | 553 | 0.14% | 0.11% | 161 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,168 | 552 | 0.0% | 0.0% | 162 | +448 | 26.05% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 2,159 | 550 | 0.0% | 0.0% | 163 | +1,204 | 126.07% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | Added to | 2,078 | 529 | 0.0% | 0.0% | 164 | +40 | 1.96% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 2,050 | 522 | 0.0% | 0.0% | 165 | +556 | 37.22% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 2,026 | 516 | 0.0% | 0.0% | 166 | -626 | -23.6% | Q1 2026 | May 11, 2026 |
| BURNEY CO/ | History | No change | 1,981 | 504 | 0.02% | 0.01% | 167 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,976 | 503 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 1,905 | 485 | 0.43% | 0.44% | 169 | -453 | -19.21% | Q1 2026 | Apr 22, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 1,857 | 473 | 0.0% | 0.01% | 170 | -901 | -32.67% | Q1 2026 | May 12, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,764 | 449 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| apricus wealth, LLC | History | Reduced | 1,760 | 448 | 0.22% | 0.21% | 172 | -144 | -7.56% | Q1 2026 | Apr 22, 2026 |
| AE Wealth Management LLC | History | Added to | 1,722 | 438 | 0.0% | 0.0% | 173 | +109 | 6.76% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 1,610 | 410 | 0.0% | 0.0% | 174 | +527 | 48.66% | Q1 2026 | May 05, 2026 |
| Virtu Financial LLC | History | Reduced | 1,550 | 395 | 0.02% | 0.02% | 175 | -830 | -34.87% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,441 | 367 | 0.01% | 0.01% | 176 | -62 | -4.13% | Q1 2026 | May 13, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 1,419 | 362 | 0.01% | 0.01% | 177 | +467 | 49.05% | Q1 2026 | Apr 21, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,387 | 353 | 0.0% | 0.0% | 178 | +2 | 0.14% | Q1 2026 | May 07, 2026 |
| HighTower Advisors, LLC | History | New | 1,359 | 346 | 0.0% | — | 180 | +1,359 | New | Q1 2026 | May 05, 2026 |
| DIVIDEND ASSETS CAPITAL, LLC | History | No change | 1,361 | 346 | 0.07% | 0.06% | 179 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 1,303 | 332 | 0.0% | 0.0% | 181 | +124 | 10.52% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,297 | 330 | 0.0% | 0.0% | 182 | +141 | 12.2% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | New | 1,278 | 326 | 0.0% | — | 183 | +1,278 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 1,207 | 307 | 0.01% | 0.01% | 184 | -346 | -22.28% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 1,145 | 291 | 0.0% | 0.0% | 185 | -223 | -16.3% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 1,134 | 289 | 0.0% | 0.0% | 186 | +190 | 20.13% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,123 | 286 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | No change | 1,117 | 284 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | No change | 1,085 | 276 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,057 | 269 | 0.01% | 0.01% | 190 | +87 | 8.97% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,005 | 256 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SMART Wealth LLC | History | No change | 1,000 | 254 | 0.07% | 0.07% | 192 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 988 | 251 | 0.0% | 0.0% | 193 | -298 | -23.17% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,148 | 249 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 962 | 245 | 0.0% | 0.0% | 195 | -147 | -13.26% | Q1 2026 | May 13, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 952 | 242 | 0.02% | 0.02% | 196 | -100 | -9.51% | Q1 2026 | Apr 09, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 949 | 241 | 0.0% | 0.0% | 197 | -226 | -19.23% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | New | 928 | 236 | 0.0% | — | 200 | +928 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 926 | 236 | 0.02% | 0.02% | 199 | +2 | 0.22% | Q1 2026 | May 11, 2026 |
| Hanson & Doremus Investment Management | History | No change | 926 | 236 | 0.03% | 0.02% | 198 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 911 | 232 | 0.0% | 0.0% | 201 | +70 | 8.32% | Q1 2026 | May 08, 2026 |
| Hummer Financial Advisory Services Inc | History | New | 900 | 229 | 0.16% | — | 203 | +900 | New | Q1 2026 | Apr 08, 2026 |
| Bouchey Financial Group Ltd | History | New | 840 | 229 | 0.02% | — | 202 | +840 | New | Q1 2026 | Apr 13, 2026 |
| Brooklyn Investment Group | History | New | 898 | 228 | 0.01% | — | 205 | +898 | New | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 912 | 228 | 0.01% | 0.01% | 204 | -307 | -25.18% | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | New | 877 | 223 | 0.01% | — | 206 | +877 | New | Q1 2026 | May 01, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | No change | 867 | 220 | 0.02% | 0.02% | 207 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Inspire Advisors, LLC | History | New | 830 | 211 | 0.02% | — | 208 | +830 | New | Q1 2026 | May 15, 2026 |
| Curated Wealth Partners LLC | History | New | 815 | 207 | 0.03% | — | 209 | +815 | New | Q1 2026 | Apr 09, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 796 | 202 | 0.0% | — | 210 | +796 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 790 | 201 | 0.0% | 0.0% | 211 | +358 | 82.87% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 695 | 177 | 0.0% | 0.0% | 212 | +12 | 1.76% | Q1 2026 | Apr 30, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 551 | 140 | 0.0% | 0.0% | 213 | -8 | -1.43% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | Added to | 510 | 130 | 0.0% | 0.0% | 214 | +141 | 38.21% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 387 | 98 | 0.0% | 0.0% | 215 | -12 | -3.01% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 299 | 76 | 0.0% | 0.0% | 216 | +137 | 84.57% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 290 | 72 | 0.0% | 0.0% | 217 | +55 | 23.4% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 268 | 68 | 0.0% | 0.0% | 219 | +9 | 3.47% | Q1 2026 | Apr 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 267 | 68 | 0.0% | 0.0% | 218 | +4 | 1.52% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | No change | 240 | 61 | 0.01% | 0.01% | 220 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | Added to | 233 | 59 | 0.0% | 0.0% | 221 | +37 | 18.88% | Q1 2026 | May 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 218 | 55 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WHITTIER TRUST CO | History | No change | 212 | 53 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 192 | 48 | 0.0% | 0.0% | 224 | +30 | 18.52% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 185 | 47 | 0.0% | — | 225 | +185 | New | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 163 | 41 | 0.0% | 0.0% | 226 | -45 | -21.63% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 159 | 40 | 0.0% | 0.0% | 227 | +31 | 24.22% | Q1 2026 | May 15, 2026 |
| BIRCHBROOK, INC. | History | No change | 150 | 38 | 0.02% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| State of Wyoming | History | New | 144 | 36 | 0.0% | — | 230 | +144 | New | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 143 | 36 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 138 | 35 | 0.0% | 0.0% | 231 | +39 | 39.39% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 130 | 33 | 0.0% | 0.0% | 232 | +36 | 38.3% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 133 | 33 | 0.0% | 0.0% | 233 | +11 | 9.02% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 129 | 32 | 0.0% | 0.0% | 234 | +1 | 0.78% | Q1 2026 | May 11, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 119 | 30 | 0.0% | 0.0% | 235 | +20 | 20.2% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 116 | 29 | 0.0% | 0.0% | 236 | +1 | 0.87% | Q1 2026 | May 06, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 113 | 28 | 0.01% | — | 240 | +113 | New | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 109 | 28 | 0.0% | 0.0% | 239 | +18 | 19.78% | Q1 2026 | Apr 07, 2026 |
| FIRST HORIZON CORP | History | No change | 111 | 28 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | No change | 111 | 28 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ST GERMAIN D J CO INC | History | No change | 108 | 27 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| AlphaQuest LLC | History | No change | 119 | 25 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Opal Wealth Advisors, LLC | History | New | 87 | 22 | 0.0% | — | 243 | +87 | New | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 84 | 21 | 0.0% | 0.0% | 244 | +34 | 68.0% | Q1 2026 | May 01, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 86 | 21 | 0.01% | 0.01% | 245 | -2 | -2.27% | Q1 2026 | Apr 07, 2026 |
| Centerpoint Advisors, LLC | History | No change | 79 | 20 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kemnay Advisory Services Inc. | History | New | 76 | 19 | 0.0% | — | 247 | +76 | New | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 66 | 16 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 59 | 15 | 0.0% | 0.0% | 249 | +33 | 126.92% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 60 | 15 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Millstone Evans Group, LLC | History | New | 50 | 12 | 0.01% | — | 253 | +50 | New | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 50 | 12 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Key FInancial Inc | History | No change | 48 | 12 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 40 | 10 | 0.0% | 0.0% | 254 | +18 | 81.82% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 60 | 9 | 0.0% | 0.01% | 255 | -19 | -24.05% | Q1 2026 | May 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Reduced | 32 | 8 | 0.0% | 0.0% | 256 | -100 | -75.76% | Q1 2026 | May 12, 2026 |
| WPG Advisers, LLC | History | Reduced | 35 | 8 | 0.01% | 0.01% | 258 | -7 | -16.67% | Q1 2026 | Apr 29, 2026 |
| Root Financial Partners, LLC | History | Added to | 35 | 8 | 0.0% | 0.0% | 257 | +5 | 16.67% | Q1 2026 | Apr 24, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 33 | 7 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| JNBA Financial Advisors | History | New | 26 | 6 | 0.0% | — | 261 | +26 | New | Q1 2026 | Apr 22, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 25 | 6 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 22 | 5 | 0.0% | — | 264 | +22 | New | Q1 2026 | May 08, 2026 |
| Whipplewood Advisors, LLC | History | New | 20 | 5 | 0.0% | — | 265 | +20 | New | Q1 2026 | Apr 30, 2026 |
| St. Johns Investment Management Company, LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | No change | 20 | 5 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Torren Management, LLC | History | Reduced | 16 | 4 | 0.0% | 0.07% | 266 | -610 | -97.44% | Q1 2026 | Apr 30, 2026 |
| Bare Financial Services, Inc | History | New | 13 | 3 | 0.0% | — | 270 | +13 | New | Q1 2026 | May 14, 2026 |
| LRI Investments, LLC | History | New | 12 | 3 | 0.0% | — | 271 | +12 | New | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 12 | 3 | 0.0% | — | 269 | +10 | 500.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 15 | 3 | 0.0% | 0.0% | 267 | +6 | 66.67% | Q1 2026 | May 07, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 14 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NewEdge Advisors, LLC | History | Added to | 2,757 | 2 | 0.0% | 0.0% | 274 | +2,667 | 2963.33% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 10 | 2 | 0.0% | — | 275 | +10 | New | Q1 2026 | Apr 28, 2026 |
| PRIVATE TRUST CO NA | History | No change | 9 | 2 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | No change | 11 | 2 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 7 | 1 | 0.0% | 0.0% | 277 | -1 | -12.5% | Q1 2026 | Apr 23, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 6 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | No change | 4 | 1 | 0.0% | — | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Bell Investment Advisors, Inc | History | No change | 4 | 1 | 0.0% | — | 280 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -83,913 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,200 | -100.0% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,497 | -100.0% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,458 | -100.0% | Q1 2026 | May 15, 2026 |
| Heck Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -7,176 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.03% | — | -3,617 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,575 | -100.0% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,569 | -100.0% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,440 | -100.0% | Q1 2026 | May 01, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,148 | -100.0% | Q1 2026 | May 15, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,056 | -100.0% | Q1 2026 | May 06, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -993 | -100.0% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -915 | -100.0% | Q1 2026 | May 15, 2026 |
| Jessup Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.04% | — | -625 | -100.0% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| Morse Asset Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -24 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 28, 2026 |