TAKEDA PHARMACEUTICAL CO LTD - TAK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Capital Research Global Investors | History | Added to | 19,104,219 | 353,810 | 0.05% | 0.04% | 1 | +5,617,447 | 41.65% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 7,117,486 | 131,815 | 0.01% | 0.0% | 2 | +3,060,618 | 75.44% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 6,469,600 | 119,817 | 0.01% | 0.01% | 3 | +96,398 | 1.51% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 6,424,984 | 118,990 | 0.18% | — | 4 | +6,424,984 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,618,728 | 104,058 | 0.01% | 0.01% | 5 | +813,493 | 16.93% | Q1 2026 | May 15, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 4,430,642 | 82,055 | 0.58% | 0.46% | 6 | +548,760 | 14.14% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 3,176,421 | 58,827 | 0.0% | 0.0% | 7 | +444,823 | 16.28% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 3,116,311 | 57,714 | 0.03% | 0.05% | 8 | -2,566,536 | -45.16% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,989,100 | 55,358 | 0.09% | 0.06% | 9 | +370,800 | 14.16% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 2,740,229 | 50,749 | 0.01% | 0.01% | 10 | -1,383,294 | -33.55% | Q1 2026 | May 05, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,602,543 | 48,199 | 0.03% | 0.04% | 11 | -1,691,207 | -39.39% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 2,260,104 | 41,857 | 0.03% | 0.03% | 12 | -45,293 | -1.96% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 2,166,460 | 40,122 | 0.01% | 0.0% | 13 | +201,826 | 10.27% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,971,074 | 36,504 | 0.03% | 0.03% | 14 | -411,555 | -17.27% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,961,038 | 36,318 | 0.0% | 0.0% | 15 | +262,123 | 15.43% | Q1 2026 | May 14, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Added to | 1,798,398 | 33,306 | 3.99% | 2.82% | 16 | +302,652 | 20.23% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,411,927 | 26,148 | 0.01% | 0.0% | 17 | +391,283 | 38.34% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,289,326 | 23,878 | 0.04% | 0.03% | 18 | +219,999 | 20.57% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,136,022 | 21,039 | 0.0% | 0.0% | 19 | +75,561 | 7.13% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 894,423 | 16,564 | 0.01% | 0.01% | 20 | +215,146 | 31.67% | Q1 2026 | May 15, 2026 |
| Capital Wealth Planning, LLC | History | New | 886,835 | 16,424 | 0.09% | — | 21 | +886,835 | New | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 777,148 | 14,392 | 0.21% | 0.17% | 22 | +31,972 | 4.29% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 628,550 | 11,640 | 0.01% | 0.01% | 23 | +74,260 | 13.4% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 614,851 | 11,386 | 0.0% | 0.0% | 24 | +60,725 | 10.96% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 542,996 | 10,056 | 0.01% | 0.0% | 25 | +147,606 | 37.33% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 540,348 | 10,007 | 0.0% | 0.0% | 26 | +126,656 | 30.62% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 515,359 | 9,544 | 0.0% | 0.0% | 27 | +106,759 | 26.13% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 510,225 | 9,449 | 0.01% | 0.0% | 28 | +292,697 | 134.56% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 482,387 | 8,873 | 0.01% | 0.01% | 29 | -79,662 | -14.17% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 474,207 | 8,782 | 0.0% | 0.0% | 30 | +117,773 | 33.04% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 453,981 | 8,294 | 0.0% | 0.0% | 31 | +211,802 | 87.46% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 431,602 | 7,993 | 0.13% | 0.1% | 32 | +68,844 | 18.98% | Q1 2026 | May 04, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 382,251 | 7,079 | 0.01% | 0.01% | 33 | +5,388 | 1.43% | Q1 2026 | May 11, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 367,688 | 6,809 | 0.07% | 0.05% | 34 | +78,958 | 27.35% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 358,174 | 6,633 | 0.0% | 0.0% | 35 | +339,104 | 1778.21% | Q1 2026 | May 11, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 345,822 | 6,404 | 0.07% | 0.04% | 36 | +156,248 | 82.42% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Added to | 334,836 | 6,201 | 0.1% | 0.07% | 37 | +30,181 | 9.91% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 324,034 | 6,001 | 0.01% | 0.01% | 38 | +96,280 | 42.27% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 319,969 | 5,925 | 0.0% | 0.0% | 39 | -42,899 | -11.82% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 311,700 | 5,772 | 0.0% | — | 40 | +311,700 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 312,016 | 5,766 | 0.0% | 0.0% | 41 | +138,407 | 79.72% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 283,038 | 5,242 | 0.08% | 0.06% | 42 | +29,560 | 11.66% | Q1 2026 | May 01, 2026 |
| Walleye Capital LLC | History | Added to | 265,217 | 4,911 | 0.02% | 0.0% | 43 | +182,134 | 219.22% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 298,400 | 4,652 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Pathstone Holdings, LLC | History | Added to | 241,293 | 4,468 | 0.02% | 0.01% | 45 | +24,916 | 11.52% | Q1 2026 | May 11, 2026 |
| Clean Yield Group | History | Reduced | 238,365 | 4,414 | 1.24% | 1.13% | 46 | -22,439 | -8.6% | Q1 2026 | Apr 14, 2026 |
| Mariner, LLC | History | Added to | 234,988 | 4,351 | 0.01% | 0.0% | 47 | +47,348 | 25.23% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 229,943 | 4,258 | 0.0% | 0.0% | 48 | +38,740 | 20.26% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | New | 229,460 | 4,249 | 0.03% | — | 49 | +229,460 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 227,616 | 4,215 | 0.01% | 0.0% | 50 | +71,496 | 45.8% | Q1 2026 | May 06, 2026 |
| Cetera Investment Advisers | History | Added to | 224,015 | 4,148 | 0.0% | 0.0% | 51 | +15,093 | 7.22% | Q1 2026 | May 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 218,977 | 4,055 | 0.06% | 0.04% | 52 | +3,250 | 1.51% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 194,037 | 3,593 | 0.0% | 0.0% | 53 | +13,902 | 7.72% | Q1 2026 | May 15, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 192,000 | 3,555 | 0.07% | 0.06% | 54 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 190,413 | 3,526 | 0.0% | 0.0% | 55 | +4,864 | 2.62% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 185,765 | 3,440 | 0.02% | 0.01% | 56 | +48,509 | 35.34% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 174,896 | 3,239 | 0.1% | 0.06% | 57 | +88,691 | 102.88% | Q1 2026 | Apr 29, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 172,961 | 3,203 | 0.0% | 0.0% | 58 | -2,777 | -1.58% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 170,357 | 3,155 | 0.0% | 0.0% | 59 | +44,715 | 35.59% | Q1 2026 | May 13, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 165,803 | 3,070 | 0.75% | 0.64% | 60 | -980 | -0.59% | Q1 2026 | Apr 08, 2026 |
| Carrera Capital Advisors | History | Added to | 165,122 | 3,058 | 0.47% | 0.42% | 61 | +4,763 | 2.97% | Q1 2026 | May 04, 2026 |
| Callan Family Office, LLC | History | Added to | 162,957 | 3,017 | 0.07% | 0.05% | 62 | +8,703 | 5.64% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 158,629 | 2,937 | 0.01% | 0.0% | 63 | +39,855 | 33.56% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 153,759 | 2,847 | 0.08% | 0.07% | 64 | -6,382 | -3.99% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 141,882 | 2,627 | 0.06% | 0.02% | 65 | +112,092 | 376.27% | Q1 2026 | Apr 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 140,578 | 2,603 | 0.0% | 0.0% | 66 | -446 | -0.32% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 140,193 | 2,597 | 0.0% | — | 67 | +140,193 | New | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 136,900 | 2,535 | 0.0% | 0.0% | 68 | -54,862 | -28.61% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 136,388 | 2,525 | 0.0% | 0.0% | 69 | +14,728 | 12.11% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 135,679 | 2,512 | 0.0% | 0.0% | 70 | -27,607 | -16.91% | Q1 2026 | May 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 132,089 | 2,446 | 0.02% | 0.02% | 71 | -3,308 | -2.44% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 129,548 | 2,399 | 0.0% | 0.0% | 72 | +29,566 | 29.57% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 129,335 | 2,395 | 0.0% | 0.0% | 73 | +18,181 | 16.36% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 127,505 | 2,361 | 0.07% | 0.04% | 74 | +46,487 | 57.38% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 126,074 | 2,334 | 0.01% | 0.0% | 75 | +66,993 | 113.39% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 123,374 | 2,284 | 0.0% | — | 76 | +123,374 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 121,661 | 2,253 | 0.0% | 0.0% | 77 | +4,025 | 3.42% | Q1 2026 | May 12, 2026 |
| Summit Global Investments | History | Added to | 116,494 | 2,157 | 0.13% | 0.1% | 78 | +12,121 | 11.61% | Q1 2026 | May 07, 2026 |
| Boston Partners | History | Added to | 115,522 | 2,139 | 0.0% | 0.0% | 79 | +21,812 | 23.28% | Q1 2026 | May 11, 2026 |
| Gold Investment Management Ltd. | History | Added to | 111,300 | 2,061 | 0.64% | 0.54% | 80 | +3,018 | 2.79% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 104,316 | 1,931 | 0.01% | 0.0% | 81 | +13,206 | 14.49% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 103,082 | 1,909 | 0.0% | 0.0% | 82 | +8,254 | 8.7% | Q1 2026 | May 05, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 98,936 | 1,832 | 0.01% | 0.01% | 83 | +15,704 | 18.87% | Q1 2026 | Apr 30, 2026 |
| HERITAGE INVESTORS MANAGEMENT CORP | History | Reduced | 98,339 | 1,821 | 0.06% | 0.04% | 84 | -533 | -0.54% | Q1 2026 | Apr 24, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 97,313 | 1,802 | 0.02% | 0.01% | 85 | +18,518 | 23.5% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 95,024 | 1,759 | 0.0% | 0.0% | 86 | +32,296 | 51.49% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 101,870 | 1,588 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Vise Technologies, Inc. | History | No change | 96,317 | 1,501 | 0.03% | 0.03% | 88 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Corient Private Wealth LLC | History | Reduced | 80,361 | 1,468 | 0.0% | 0.0% | 89 | -11,002 | -12.04% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 77,465 | 1,434 | 0.0% | 0.0% | 90 | -24,379 | -23.94% | Q1 2026 | May 04, 2026 |
| PCM Encore, LLC | History | Added to | 76,905 | 1,424 | 0.29% | 0.25% | 91 | +1,115 | 1.47% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Added to | 75,036 | 1,389 | 0.01% | 0.01% | 92 | +15,901 | 26.89% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 71,324 | 1,320 | 0.02% | 0.03% | 93 | -152 | -0.21% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 70,023 | 1,296 | 0.02% | 0.02% | 94 | +4,329 | 6.59% | Q1 2026 | Apr 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 69,832 | 1,293 | 0.0% | 0.0% | 95 | +4,688 | 7.2% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 64,399 | 1,192 | 0.01% | 0.01% | 96 | +6,125 | 10.51% | Q1 2026 | Apr 23, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 63,624 | 1,178 | 0.0% | 0.0% | 97 | +34,949 | 121.88% | Q1 2026 | May 15, 2026 |
| Arjuna Capital | History | Added to | 62,195 | 1,151 | 0.29% | 0.23% | 98 | +1,198 | 1.96% | Q1 2026 | May 06, 2026 |
| Tidal Investments LLC | History | No change | 60,614 | 1,122 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 59,618 | 1,104 | 0.03% | 0.02% | 100 | +13,945 | 30.53% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 58,355 | 1,080 | 0.02% | 0.02% | 101 | +4,379 | 8.11% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 56,714 | 1,050 | 0.0% | 0.0% | 102 | -2,168 | -3.68% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 56,108 | 1,039 | 0.0% | 0.0% | 103 | +45,458 | 426.84% | Q1 2026 | May 13, 2026 |
| First Affirmative Financial Network | History | New | 56,101 | 1,038 | 0.4% | — | 104 | +56,101 | New | Q1 2026 | May 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 54,600 | 1,011 | 0.05% | 0.04% | 105 | -200 | -0.36% | Q1 2026 | Apr 13, 2026 |
| Squarepoint Ops LLC | History | New | 54,391 | 1,007 | 0.0% | — | 106 | +54,391 | New | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 53,205 | 985 | 0.02% | 0.01% | 107 | +29,353 | 123.06% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | New | 52,964 | 980 | 0.01% | — | 108 | +52,964 | New | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 52,518 | 972 | 0.0% | 0.0% | 109 | -9,044 | -14.69% | Q1 2026 | May 12, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 52,189 | 966 | 0.02% | 0.02% | 110 | +1,977 | 3.94% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 51,644 | 956 | 0.05% | 0.03% | 111 | +8,513 | 19.74% | Q1 2026 | May 13, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 47,533 | 880 | 0.07% | 0.06% | 112 | -6,876 | -12.64% | Q1 2026 | Apr 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 45,942 | 850 | 0.01% | 0.01% | 113 | -920 | -1.96% | Q1 2026 | May 04, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 45,823 | 849 | 0.01% | 0.0% | 114 | +8,139 | 21.6% | Q1 2026 | Apr 07, 2026 |
| Naviter Wealth, LLC | History | Added to | 44,701 | 827 | 0.1% | 0.08% | 115 | +4,293 | 10.62% | Q1 2026 | Apr 10, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 43,791 | 811 | 0.05% | 0.03% | 116 | +13,529 | 44.71% | Q1 2026 | Apr 21, 2026 |
| Probity Advisors, Inc. | History | Added to | 43,523 | 806 | 0.13% | 0.11% | 117 | +90 | 0.21% | Q1 2026 | Apr 28, 2026 |
| Caprock Group, LLC | History | Added to | 43,141 | 798 | 0.02% | 0.01% | 118 | +6,869 | 18.94% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 43,464 | 773 | 0.0% | 0.0% | 119 | -64,382 | -59.7% | Q1 2026 | May 08, 2026 |
| CHOREO, LLC | History | Added to | 41,213 | 763 | 0.01% | 0.01% | 120 | +6,603 | 19.08% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 40,510 | 759 | 0.0% | 0.0% | 121 | -23,467 | -36.68% | Q1 2026 | Apr 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 40,802 | 755 | 0.04% | 0.03% | 122 | +12,104 | 42.18% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 39,215 | 726 | 0.0% | 0.0% | 123 | +26,369 | 205.27% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | Added to | 38,517 | 713 | 0.07% | 0.07% | 124 | +3,534 | 10.1% | Q1 2026 | Apr 06, 2026 |
| SG Trading Solutions, LLC | History | No change | 43,758 | 682 | 0.16% | 0.16% | 125 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| Sivia Capital Partners, LLC | History | Added to | 34,760 | 643 | 0.12% | 0.07% | 126 | +12,470 | 55.94% | Q1 2026 | May 12, 2026 |
| Abel Hall, LLC | History | Added to | 34,099 | 631 | 0.13% | 0.12% | 127 | +781 | 2.34% | Q1 2026 | Apr 28, 2026 |
| &PARTNERS | History | Added to | 33,099 | 612 | 0.0% | 0.0% | 128 | +4,470 | 15.61% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 32,930 | 609 | 0.0% | — | 129 | +32,930 | New | Q1 2026 | May 15, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 32,658 | 604 | 0.03% | — | 130 | +32,658 | New | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 32,394 | 599 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 31,300 | 579 | 0.0% | 0.0% | 132 | -1,339 | -4.1% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | New | 31,263 | 578 | 0.01% | — | 133 | +31,263 | New | Q1 2026 | May 12, 2026 |
| Lester Murray Antman dba SimplyRich | History | Reduced | 30,702 | 568 | 0.15% | 0.13% | 134 | -437 | -1.4% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 30,256 | 560 | 0.0% | 0.0% | 135 | +16,289 | 116.62% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 30,205 | 559 | 0.0% | 0.0% | 136 | +2,640 | 9.58% | Q1 2026 | May 26, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 29,785 | 551 | 0.01% | 0.01% | 137 | +5,301 | 21.65% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 29,457 | 545 | 0.0% | 0.0% | 138 | +5,831 | 24.68% | Q1 2026 | May 05, 2026 |
| Ellevest, Inc. | History | Reduced | 29,411 | 544 | 0.08% | 0.07% | 139 | -4,330 | -12.83% | Q1 2026 | May 11, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 28,944 | 542 | 0.0% | 0.0% | 140 | +8,549 | 41.92% | Q1 2026 | May 05, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 28,360 | 525 | 0.0% | 0.0% | 141 | +7,733 | 37.49% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 28,454 | 519 | 0.02% | 0.01% | 142 | +3,682 | 14.86% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 27,454 | 508 | 0.0% | 0.0% | 143 | +6,474 | 30.86% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 32,238 | 502 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Advisor Group, LLC | History | Added to | 26,488 | 490 | 0.0% | 0.0% | 145 | +3,892 | 17.22% | Q1 2026 | Apr 24, 2026 |
| Bridgefront Capital, LLC | History | Reduced | 26,406 | 489 | 0.12% | 0.14% | 146 | -10,173 | -27.81% | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 26,029 | 482 | 0.03% | 0.02% | 147 | +1,125 | 4.52% | Q1 2026 | Apr 16, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 26,017 | 481 | 0.0% | 0.0% | 148 | +8,605 | 49.42% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 25,896 | 479 | 0.01% | 0.01% | 149 | +12,669 | 95.78% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 25,788 | 477 | 0.02% | 0.02% | 150 | +2,337 | 9.97% | Q1 2026 | Apr 21, 2026 |
| MPS Loria Financial Planners, LLC | History | New | 25,746 | 476 | 0.13% | — | 151 | +25,746 | New | Q1 2026 | May 08, 2026 |
| Ballentine Partners, LLC | History | Added to | 25,670 | 475 | 0.01% | 0.01% | 152 | +2,177 | 9.27% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Added to | 24,924 | 461 | 0.0% | 0.0% | 153 | +7,161 | 40.31% | Q1 2026 | Apr 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 24,651 | 456 | 0.01% | 0.01% | 154 | +2,343 | 10.5% | Q1 2026 | Jun 02, 2026 |
| Gallacher Capital Management LLC | History | Added to | 24,520 | 454 | 0.17% | 0.13% | 155 | +2,839 | 13.09% | Q1 2026 | May 05, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 23,925 | 443 | 0.01% | 0.0% | 156 | +14,101 | 143.54% | Q1 2026 | Apr 27, 2026 |
| DGS Capital Management, LLC | History | Added to | 23,106 | 427 | 0.07% | 0.04% | 157 | +8,936 | 63.06% | Q1 2026 | Apr 28, 2026 |
| Lido Advisors, LLC | History | Reduced | 22,886 | 423 | 0.0% | 0.0% | 158 | -4,828 | -17.42% | Q1 2026 | May 13, 2026 |
| Jefferies Financial Group Inc. | History | New | 22,654 | 419 | 0.0% | — | 159 | +22,654 | New | Q1 2026 | May 07, 2026 |
| Inscription Capital, LLC | History | Added to | 22,011 | 407 | 0.04% | 0.03% | 160 | +778 | 3.66% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 20,250 | 375 | 0.0% | 0.0% | 161 | +15,066 | 290.63% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 20,034 | 371 | 0.0% | 0.0% | 162 | +735 | 3.81% | Q1 2026 | Apr 27, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 19,973 | 369 | 0.06% | 0.06% | 163 | -1,257 | -5.92% | Q1 2026 | May 01, 2026 |
| AXQ CAPITAL, LP | History | New | 18,926 | 350 | 0.05% | — | 164 | +18,926 | New | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 20,781 | 344 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | New | 18,485 | 342 | 0.0% | — | 166 | +18,485 | New | Q1 2026 | May 12, 2026 |
| Dorsey & Whitney Trust CO LLC | History | Added to | 18,465 | 341 | 0.02% | 0.01% | 167 | +881 | 5.01% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 17,828 | 334 | 0.0% | 0.0% | 168 | +7,959 | 80.65% | Q1 2026 | Apr 07, 2026 |
| Vontobel Holding Ltd. | History | No change | 17,619 | 326 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Keenan, LLC | History | No change | 17,513 | 324 | 0.27% | 0.24% | 170 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Trek Financial, LLC | History | Added to | 17,451 | 323 | 0.02% | 0.01% | 171 | +3,828 | 28.1% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 17,216 | 318 | 0.02% | 0.01% | 172 | +734 | 4.45% | Q1 2026 | May 07, 2026 |
| HB Wealth Management, LLC | History | Added to | 17,055 | 315 | 0.0% | 0.0% | 173 | +5,034 | 41.88% | Q1 2026 | Apr 27, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 16,806 | 311 | 0.1% | 0.06% | 175 | +2,626 | 18.52% | Q1 2026 | May 12, 2026 |
| KOTLER KEVIN | History | No change | 20,000 | 311 | 0.07% | 0.07% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 16,634 | 308 | 0.08% | 0.06% | 176 | +110 | 0.67% | Q1 2026 | May 01, 2026 |
| Bulltick Wealth Management, LLC | History | Added to | 16,338 | 302 | 0.07% | 0.04% | 177 | +4,941 | 43.35% | Q1 2026 | Apr 27, 2026 |
| SYM FINANCIAL Corp | History | Added to | 16,170 | 299 | 0.03% | 0.03% | 178 | +168 | 1.05% | Q1 2026 | May 08, 2026 |
| PDS Planning, Inc | History | Added to | 15,986 | 296 | 0.02% | 0.02% | 179 | +698 | 4.57% | Q1 2026 | Apr 21, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 15,932 | 295 | 0.02% | 0.01% | 180 | +4,888 | 44.26% | Q1 2026 | Apr 28, 2026 |
| BSW Wealth Partners | History | Added to | 15,831 | 293 | 0.04% | 0.03% | 181 | +1,953 | 14.07% | Q1 2026 | Apr 14, 2026 |
| West Family Investments, Inc. | History | Added to | 15,606 | 289 | 0.1% | 0.05% | 182 | +599 | 3.99% | Q1 2026 | May 07, 2026 |
| Ascent Group, LLC | History | New | 15,592 | 288 | 0.01% | — | 183 | +15,592 | New | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 15,447 | 286 | 0.0% | — | 184 | +15,447 | New | Q1 2026 | May 08, 2026 |
| Intelligence Driven Advisers, LLC | History | Added to | 15,437 | 285 | 0.05% | 0.03% | 185 | +18 | 0.12% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 15,300 | 283 | 0.0% | 0.0% | 186 | -8,700 | -36.25% | Q1 2026 | May 05, 2026 |
| FULTON BANK, N.A. | History | New | 15,234 | 282 | 0.01% | — | 187 | +15,234 | New | Q1 2026 | Apr 24, 2026 |
| Corient IA LLC | History | No change | 14,880 | 275 | 0.26% | 0.22% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Checchi Capital Advisers, LLC | History | Added to | 14,591 | 270 | 0.01% | 0.01% | 189 | +786 | 5.69% | Q1 2026 | May 04, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 14,543 | 269 | 0.0% | 0.0% | 190 | -12,844 | -46.9% | Q1 2026 | Apr 29, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 14,360 | 265 | 0.0% | 0.0% | 191 | +3,525 | 32.53% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 14,232 | 263 | 0.0% | 0.0% | 192 | +3,712 | 35.29% | Q1 2026 | May 05, 2026 |
| Larry Mathis Financial Planning, LLC | History | Reduced | 14,187 | 262 | 0.23% | 0.2% | 193 | -156 | -1.09% | Q1 2026 | Apr 21, 2026 |
| Sowell Financial Services LLC | History | Added to | 14,129 | 261 | 0.01% | 0.01% | 194 | +1,018 | 7.76% | Q1 2026 | Apr 20, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 14,079 | 260 | 0.0% | 0.0% | 195 | -9,002 | -39.0% | Q1 2026 | May 14, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Added to | 14,360 | 259 | 0.02% | 0.02% | 196 | +1,232 | 9.38% | Q1 2026 | Apr 29, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 13,905 | 257 | 0.11% | 0.06% | 197 | +3,590 | 34.8% | Q1 2026 | Apr 20, 2026 |
| May Hill Capital, LLC | History | New | 13,637 | 252 | 0.06% | — | 198 | +13,637 | New | Q1 2026 | May 06, 2026 |
| Pure Financial Advisors, LLC | History | Added to | 13,575 | 251 | 0.0% | 0.0% | 199 | +3,047 | 28.94% | Q1 2026 | Apr 10, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 13,535 | 250 | 0.01% | 0.01% | 200 | +1,921 | 16.54% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 12,733 | 235 | 0.0% | 0.0% | 201 | +258 | 2.07% | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | New | 12,647 | 234 | 0.03% | — | 202 | +12,647 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12,912 | 231 | 0.0% | 0.0% | 203 | +11,327 | 714.64% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 12,499 | 231 | 0.01% | 0.01% | 204 | +3,361 | 36.78% | Q1 2026 | Apr 06, 2026 |
| ANCHYRA PARTNERS LLC | History | New | 12,466 | 230 | 0.07% | — | 205 | +12,466 | New | Q1 2026 | Apr 17, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 12,575 | 229 | 0.01% | 0.01% | 206 | -796 | -5.95% | Q1 2026 | Apr 24, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 11,948 | 221 | 0.04% | 0.03% | 207 | +207 | 1.76% | Q1 2026 | Apr 28, 2026 |
| Independent Advisor Alliance | History | New | 11,789 | 218 | 0.0% | — | 208 | +11,789 | New | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,757 | 217 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Qtron Investments LLC | History | No change | 11,757 | 217 | 0.03% | 0.02% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Five Oceans Advisors | History | No change | 11,648 | 215 | 0.08% | 0.06% | 211 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Frec Markets, Inc. | History | New | 11,530 | 213 | 0.04% | — | 212 | +11,530 | New | Q1 2026 | May 13, 2026 |
| Cornerstone Select Advisors, LLC | History | Reduced | 11,492 | 212 | 0.13% | 0.12% | 213 | -98 | -0.85% | Q1 2026 | May 13, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | New | 11,146 | 206 | 0.04% | — | 214 | +11,146 | New | Q1 2026 | Apr 13, 2026 |
| SAGESPRING WEALTH PARTNERS, LLC | History | New | 11,016 | 204 | 0.0% | — | 216 | +11,016 | New | Q1 2026 | May 07, 2026 |
| Hexagon Capital Partners LLC | History | Added to | 11,027 | 204 | 0.03% | 0.03% | 215 | +697 | 6.75% | Q1 2026 | May 04, 2026 |
| CWM, LLC | History | Added to | 10,958 | 202 | 0.0% | 0.0% | 217 | +5,137 | 88.25% | Q1 2026 | May 14, 2026 |
| Arista Wealth Management, LLC | History | No change | 10,961 | 202 | 0.02% | 0.02% | 218 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BLUEFIN CAPITAL MANAGEMENT, LLC | History | New | 10,900 | 201 | 0.13% | — | 219 | +10,900 | New | Q1 2026 | May 15, 2026 |
| Dynasty Wealth Management, LLC | History | New | 10,533 | 195 | 0.0% | — | 220 | +10,533 | New | Q1 2026 | May 14, 2026 |
| Bayforest Capital Ltd | History | Reduced | 10,291 | 190 | 0.21% | 0.17% | 221 | -4,699 | -31.35% | Q1 2026 | Apr 15, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,178 | 188 | 0.01% | 0.01% | 222 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | No change | 10,178 | 188 | 0.02% | 0.02% | 223 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| XPONANCE LLC | History | New | 10,134 | 187 | 0.0% | — | 224 | +10,134 | New | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 10,049 | 186 | 0.0% | — | 226 | +10,049 | New | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | No change | 10,081 | 186 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | New | 10,029 | 185 | 0.0% | — | 228 | +10,029 | New | Q1 2026 | Apr 07, 2026 |
| Walkner Condon Financial Advisors LLC | History | New | 10,021 | 185 | 0.02% | — | 229 | +10,021 | New | Q1 2026 | Apr 28, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 10,000 | 185 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,917 | 183 | 0.0% | 0.0% | 230 | +142 | 1.45% | Q1 2026 | May 13, 2026 |
| Equitable Holdings, Inc. | History | Added to | 11,613 | 181 | 0.0% | 0.0% | 231 | +773 | 7.13% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | New | 9,746 | 180 | 0.0% | — | 232 | +9,746 | New | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 10,742 | 167 | 0.0% | — | 233 | +10,742 | New | Q1 2026 | May 15, 2026 |
| REXFORD CAPITAL INC | History | Reduced | 8,440 | 156 | 0.11% | 0.1% | 234 | -145 | -1.69% | Q1 2026 | Apr 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 8,107 | 150 | 0.0% | 0.0% | 235 | +3,495 | 75.78% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 7,759 | 143 | 0.0% | 0.0% | 236 | +759 | 10.84% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 7,673 | 142 | 0.0% | 0.0% | 237 | -20,668 | -72.93% | Q1 2026 | May 13, 2026 |
| TSFG, LLC | History | Reduced | 7,604 | 141 | 0.02% | 0.02% | 238 | -135 | -1.74% | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | Reduced | 7,065 | 131 | 0.0% | 0.0% | 239 | -6,791 | -49.01% | Q1 2026 | Apr 16, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 6,812 | 126 | 0.0% | 0.0% | 240 | +5,900 | 646.93% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 6,596 | 122 | 0.01% | 0.01% | 241 | +132 | 2.04% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,412 | 118 | 0.0% | 0.0% | 242 | -5,943 | -48.1% | Q1 2026 | Apr 20, 2026 |
| First Command Advisory Services, Inc. | History | New | 5,505 | 101 | 0.0% | — | 243 | +5,505 | New | Q1 2026 | May 07, 2026 |
| Manchester Capital Management LLC | History | No change | 4,649 | 86 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 4,343 | 80 | 0.0% | 0.0% | 245 | -2,835 | -39.5% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 3,900 | 72 | 0.0% | 0.0% | 246 | -7,500 | -65.79% | Q1 2026 | May 13, 2026 |
| Erste Asset Management GmbH | History | No change | 3,674 | 68 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,515 | 65 | 0.0% | 0.0% | 248 | +211 | 6.39% | Q1 2026 | May 01, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3,404 | 63 | 0.02% | — | 249 | +3,404 | New | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 3,330 | 61 | 0.02% | — | 250 | +3,330 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 2,895 | 53 | 0.0% | 0.0% | 251 | +815 | 39.18% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 2,640 | 48 | 0.01% | 0.0% | 252 | +1,859 | 238.03% | Q1 2026 | Apr 21, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,591 | 48 | 0.0% | 0.0% | 253 | +1,459 | 128.89% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | Added to | 2,581 | 47 | 0.01% | 0.01% | 255 | +763 | 41.97% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 2,560 | 47 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Reduced | 2,537 | 46 | 0.0% | 0.0% | 256 | -158 | -5.86% | Q1 2026 | May 08, 2026 |
| Financial Avengers, Inc. | History | No change | 2,500 | 46 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 2,374 | 43 | 0.0% | 0.0% | 258 | +667 | 39.07% | Q1 2026 | Apr 30, 2026 |
| Addison Advisors LLC | History | No change | 2,170 | 40 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Smithfield Trust Co | History | Reduced | 2,108 | 36 | 0.0% | 0.0% | 260 | -4 | -0.19% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,796 | 33 | 0.0% | 0.0% | 261 | -418 | -18.88% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | Added to | 1,819 | 33 | 0.0% | 0.0% | 262 | +406 | 28.73% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,739 | 32 | 0.0% | 0.0% | 263 | -4,987 | -74.15% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,693 | 31 | 0.0% | 0.0% | 264 | +74 | 4.57% | Q1 2026 | Apr 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 1,723 | 31 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,468 | 27 | 0.0% | 0.0% | 266 | +507 | 52.76% | Q1 2026 | Apr 23, 2026 |
| Financial Perspectives, Inc | History | No change | 1,437 | 26 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 1,286 | 24 | 0.0% | 0.0% | 269 | +706 | 121.72% | Q1 2026 | Apr 27, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,313 | 24 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 1,284 | 23 | 0.01% | — | 270 | +1,224 | 2040.0% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 1,241 | 22 | 0.0% | 0.0% | 271 | -16,096 | -92.84% | Q1 2026 | May 14, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 1,204 | 22 | 0.02% | 0.0% | 274 | +1,133 | 1595.77% | Q1 2026 | Apr 02, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,238 | 22 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 1,195 | 22 | 0.01% | 0.01% | 273 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Essential Partners LLC | History | Added to | 1,087 | 20 | 0.01% | 0.0% | 277 | +212 | 24.23% | Q1 2026 | May 21, 2026 |
| UMB Bank, n.a. | History | No change | 1,117 | 20 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 1,124 | 20 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Stone House Investment Management, LLC | History | New | 1,077 | 19 | 0.0% | — | 279 | +1,077 | New | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | Added to | 1,079 | 19 | 0.0% | 0.0% | 278 | +29 | 2.76% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,025 | 18 | 0.0% | 0.0% | 280 | -2,201 | -68.23% | Q1 2026 | May 07, 2026 |
| Bruce G. Allen Investments, LLC | History | Added to | 1,008 | 18 | 0.01% | 0.01% | 282 | +427 | 73.49% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 978 | 18 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Destiny Wealth Partners, LLC | History | New | 940 | 17 | 0.0% | — | 285 | +940 | New | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | Added to | 942 | 17 | 0.01% | — | 283 | +913 | 3148.28% | Q1 2026 | May 14, 2026 |
| Cornerstone National Bank & Trust Co | History | Added to | 956 | 17 | 0.01% | 0.0% | 284 | +302 | 46.18% | Q1 2026 | Apr 14, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 905 | 16 | 0.0% | 0.0% | 286 | +535 | 144.59% | Q1 2026 | Apr 17, 2026 |
| Strengthening Families & Communities, LLC | History | New | 814 | 15 | 0.0% | — | 287 | +814 | New | Q1 2026 | May 11, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 806 | 14 | 0.01% | — | 291 | +806 | New | Q1 2026 | Apr 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 768 | 14 | 0.0% | 0.0% | 288 | +474 | 161.22% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 779 | 14 | 0.0% | 0.0% | 289 | -14 | -1.77% | Q1 2026 | Apr 22, 2026 |
| SageView Advisory Group, LLC | History | No change | 928 | 14 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Investors Research Corp | History | Reduced | 725 | 13 | 0.0% | 0.13% | 292 | -43,794 | -98.37% | Q1 2026 | Apr 03, 2026 |
| IFP Advisors, Inc | History | Reduced | 609 | 11 | 0.0% | 0.0% | 294 | -160 | -20.81% | Q1 2026 | Apr 13, 2026 |
| GW&K Investment Management, LLC | History | Added to | 580 | 11 | 0.0% | 0.0% | 293 | +76 | 15.08% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 615 | 10 | 0.0% | 0.0% | 295 | +158 | 34.57% | Q1 2026 | May 06, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 535 | 9 | 0.0% | 0.0% | 296 | -669 | -55.56% | Q1 2026 | Apr 13, 2026 |
| Piscataqua Savings Bank | History | No change | 518 | 9 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Western Wealth Management, LLC | History | New | 447 | 8 | 0.0% | — | 299 | +447 | New | Q1 2026 | May 19, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 447 | 8 | 0.01% | 0.0% | 298 | +352 | 370.53% | Q1 2026 | Apr 07, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 397 | 7 | 0.0% | — | 302 | +397 | New | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Added to | 418 | 7 | 0.0% | 0.0% | 301 | +35 | 9.14% | Q1 2026 | Jun 02, 2026 |
| MOTCO | History | No change | 401 | 7 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 371 | 6 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 326 | 6 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 376 | 6 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MACQUARIE GROUP LTD | History | No change | 324 | 6 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Colonial Trust Advisors | History | No change | 352 | 6 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Signature Equity Partners, LLC | History | No change | 344 | 6 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 370 | 5 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 354 | 5 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 307 | 5 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 296 | 5 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| MASECO LLP | History | No change | 316 | 5 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 245 | 4 | 0.0% | — | 318 | +245 | New | Q1 2026 | Apr 09, 2026 |
| North Star Investment Management Corp. | History | Added to | 250 | 4 | 0.0% | 0.0% | 315 | +24 | 10.62% | Q1 2026 | Apr 23, 2026 |
| COUNTRY TRUST BANK | History | No change | 259 | 4 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Coston, McIsaac & Partners | History | No change | 259 | 4 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 235 | 4 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Community Financial Services Group, LLC | History | New | 201 | 3 | 0.0% | — | 331 | +201 | New | Q1 2026 | Apr 08, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 182 | 3 | 0.0% | — | 324 | +154 | 550.0% | Q1 2026 | Apr 30, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 211 | 3 | 0.0% | 0.0% | 322 | +86 | 68.8% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 204 | 3 | 0.0% | 0.0% | 330 | +84 | 70.0% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 180 | 3 | 0.0% | 0.0% | 325 | +56 | 45.16% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | Added to | 204 | 3 | 0.0% | 0.0% | 326 | +27 | 15.25% | Q1 2026 | Apr 24, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 196 | 3 | 0.0% | 0.0% | 320 | -5 | -2.49% | Q1 2026 | May 06, 2026 |
| Bangor Savings Bank | History | No change | 186 | 3 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | No change | 251 | 3 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JNBA Financial Advisors | History | No change | 173 | 3 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Nemes Rush Group LLC | History | No change | 169 | 3 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Evelyn Partners Investment Management LLP | History | No change | 167 | 3 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 163 | 3 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 146 | 2 | 0.0% | 0.0% | 332 | -703 | -82.8% | Q1 2026 | Apr 20, 2026 |
| American Capital Advisory, LLC | History | Added to | 143 | 2 | 0.0% | — | 337 | +134 | 1488.89% | Q1 2026 | Apr 29, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 132 | 2 | 0.0% | — | 342 | +132 | New | Q1 2026 | May 05, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 115 | 2 | 0.0% | — | 341 | +115 | New | Q1 2026 | May 07, 2026 |
| PFS Partners, LLC | History | Reduced | 136 | 2 | 0.0% | 0.0% | 335 | -91 | -40.09% | Q1 2026 | Apr 09, 2026 |
| Archer Investment Corp | History | No change | 147 | 2 | 0.0% | 0.0% | 333 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 125 | 2 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Tidemark, LLC | History | No change | 126 | 2 | 0.0% | 0.0% | 336 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 148 | 2 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 145 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 140 | 2 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Burk Holdings LLC | History | New | 83 | 1 | 0.0% | — | 353 | +83 | New | Q1 2026 | May 07, 2026 |
| MATHER GROUP, LLC. | History | New | 65 | 1 | 0.0% | — | 351 | +65 | New | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | New | 56 | 1 | 0.0% | — | 352 | +56 | New | Q1 2026 | May 14, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | No change | 58 | 1 | 0.0% | — | 343 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CENTRAL TRUST Co | History | No change | 62 | 1 | 0.0% | — | 344 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HM PAYSON & CO | History | No change | 100 | 1 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Trust Co | History | No change | 64 | 1 | 0.0% | — | 346 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Front Row Advisors LLC | History | No change | 57 | 1 | 0.0% | — | 347 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Gould Capital, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 348 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Investment Management Services Ltd | History | No change | 98 | 1 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | No change | 63 | 1 | 0.0% | — | 350 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,364,089 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -962,502 | -100.0% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.02% | — | -823,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -197,507 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -115,250 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -102,334 | -100.0% | Q1 2026 | Apr 23, 2026 |
| China Universal Asset Management Co., Ltd. | History | Closed out | 0 | 0 | — | 0.08% | — | -64,000 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -56,265 | -100.0% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -42,831 | -100.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -41,134 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,159 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,725 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -16,973 | -100.0% | Q1 2026 | Apr 27, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,481 | -100.0% | Q1 2026 | May 14, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,346 | -100.0% | Q1 2026 | May 01, 2026 |
| Valeo Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,220 | -100.0% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -10,011 | -100.0% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,002 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,477 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Wellington Grp LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,308 | -100.0% | Q1 2026 | May 22, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,500 | -100.0% | Q1 2026 | May 12, 2026 |
| Reyes Financial Architecture, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,670 | -100.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,369 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,118 | -100.0% | Q1 2026 | May 06, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.23% | — | -714 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -387 | -100.0% | Q1 2026 | May 08, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -372 | -100.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| Mondrian Investment Partners LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -299 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -230 | -100.0% | Q1 2026 | May 14, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 1 | 0 | — | 0.0% | — | -190 | -99.48% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | May 11, 2026 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | — | — | -45 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | Apr 06, 2026 |
| Silicon Valley Capital Partners | History | New | 39 | 0 | — | — | — | +39 | New | Q1 2026 | May 19, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | Apr 29, 2026 |
| Beaird Harris Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -31 | -100.0% | Q1 2026 | May 14, 2026 |
| Global Trust Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MidFirst Bank | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 34 | 0 | — | — | — | +17 | 100.0% | Q1 2026 | May 11, 2026 |
| Arlington Trust Co LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | Apr 08, 2026 |
| Abound Wealth Management | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 10, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 35 | 0 | — | — | — | -7 | -16.67% | Q1 2026 | May 15, 2026 |
| Evelyn Partners Asset Management Ltd | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Collier Financial | History | No change | 50 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kingdom Financial Group LLC. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Glass Jacobson Investment Advisors llc | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |