TELEPHONE & DATA SYSTEMS INC /DE/ - TDSPRU
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 | 14,922,314 | 628,229 | 0.01% | 0.01% | 1 | +50,239 | 0.34% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 11,375,121 | 466,379 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Third Point LLC | History | Reduced | 6,600,000 | 277,860 | 13.34% | 3.76% | 3 | -75,000 | -1.12% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,482,147 | 272,897 | 0.06% | 0.05% | 4 | +90,097 | 1.41% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,256,295 | 263,390 | 0.01% | — | 5 | +6,256,295 | New | Q1 2026 | May 08, 2026 |
| CARRONADE CAPITAL MANAGEMENT, LP | History | Added to | 4,623,934 | 194,668 | 2.54% | 2.35% | 6 | +420,340 | 10.0% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,304,742 | 181,229 | 0.0% | — | 7 | +4,304,742 | New | Q1 2026 | May 15, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | Added to | 4,292,243 | 180,703 | 2.76% | 2.15% | 8 | +603,857 | 16.37% | Q1 2026 | May 20, 2026 |
| STATE STREET CORP | History | Added to | 4,191,440 | 176,459 | 0.01% | 0.01% | 9 | +142,055 | 3.51% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,688,614 | 155,290 | 0.08% | 0.07% | 10 | +123,853 | 3.47% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,404,511 | 101,249 | 0.01% | 0.01% | 11 | -11,042 | -0.46% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 2,196,822 | 92,486 | 0.01% | 0.01% | 12 | -114,175 | -4.94% | Q1 2026 | May 15, 2026 |
| Rubric Capital Management LP | History | No change | 1,850,000 | 77,885 | 0.83% | 0.91% | 13 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,698,564 | 71,509 | 0.0% | 0.0% | 14 | -170,972 | -9.15% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 1,519,000 | 63,949 | 0.43% | 0.42% | 15 | -7,500 | -0.49% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 1,506,011 | 63,403 | 0.62% | 0.63% | 16 | -97,015 | -6.05% | Q1 2026 | May 14, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | No change | 1,411,700 | 59,432 | 0.81% | 0.92% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| 140 Summer Partners LP | History | Added to | 1,336,731 | 56,276 | 3.44% | 3.99% | 18 | +21,425 | 1.63% | Q1 2026 | May 14, 2026 |
| REDWOOD CAPITAL MANAGEMENT, LLC | History | Added to | 1,275,282 | 53,689 | 7.96% | 3.85% | 19 | +398,702 | 45.48% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,249,999 | 52,624 | 0.06% | 0.05% | 20 | -32,358 | -2.52% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,137,090 | 47,871 | 0.01% | 0.01% | 21 | +6,885 | 0.61% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,038,855 | 43,735 | 0.01% | 0.01% | 22 | +40,510 | 4.06% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 1,016,884 | 42,810 | 0.01% | 0.01% | 23 | -232,460 | -18.61% | Q1 2026 | May 12, 2026 |
| FOURSIXTHREE CAPITAL LP | History | Reduced | 940,927 | 39,613 | 14.76% | 19.26% | 24 | -268,922 | -22.23% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 865,977 | 36,457 | 0.01% | 0.01% | 25 | -245,951 | -22.12% | Q1 2026 | May 06, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 826,873 | 34,811 | 0.01% | 0.01% | 26 | -31,577 | -3.68% | Q1 2026 | May 05, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 818,700 | 34,467 | 0.12% | 0.1% | 27 | +68,700 | 9.16% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 805,993 | 33,932 | 0.01% | 0.01% | 28 | -103,693 | -11.4% | Q1 2026 | May 05, 2026 |
| DENDUR CAPITAL LP | History | New | 802,000 | 33,764 | 2.47% | — | 29 | +802,000 | New | Q1 2026 | May 15, 2026 |
| VR Advisory Services Ltd | History | Added to | 730,904 | 30,771 | 3.64% | 3.72% | 30 | +157,899 | 27.56% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 661,938 | 27,662 | 0.0% | 0.0% | 31 | +278,447 | 72.61% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 635,975 | 26,774 | 0.01% | — | 32 | +635,975 | New | Q1 2026 | May 08, 2026 |
| TCW GROUP INC | History | Added to | 612,032 | 25,766 | 0.19% | 0.18% | 33 | +6,800 | 1.12% | Q1 2026 | May 14, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Added to | 600,000 | 25,260 | 0.52% | 0.4% | 34 | +150,000 | 33.33% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 586,485 | 24,691 | 0.03% | 0.05% | 35 | -551,472 | -48.46% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 555,400 | 23,382 | 0.04% | 0.06% | 36 | -295,000 | -34.69% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 541,663 | 22,208 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 524,086 | 22,064 | 0.03% | 0.03% | 38 | -7,353 | -1.38% | Q1 2026 | May 14, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | New | 516,000 | 21,688 | 1.29% | — | 39 | +516,000 | New | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 506,773 | 21,335 | 0.01% | 0.0% | 40 | +251,834 | 98.78% | Q1 2026 | Apr 30, 2026 |
| Rokos Capital Management LLP | History | New | 500,000 | 21,040 | 0.16% | — | 41 | +500,000 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 487,037 | 20,504 | 0.04% | 0.01% | 42 | +359,117 | 280.74% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 477,704 | 20,111 | 0.01% | 0.01% | 43 | +9,242 | 1.97% | Q1 2026 | May 04, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 446,489 | 18,797 | 0.19% | 0.04% | 44 | +342,002 | 327.32% | Q1 2026 | May 12, 2026 |
| Knighthead Capital Management, LLC | History | New | 445,695 | 18,763 | 1.23% | — | 45 | +445,695 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 407,109 | 17,139 | 0.0% | 0.0% | 46 | +70,358 | 20.89% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 401,698 | 16,911 | 0.0% | 0.0% | 47 | -126,013 | -23.88% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 351,644 | 14,804 | 0.05% | 0.05% | 48 | +11,503 | 3.38% | Q1 2026 | May 13, 2026 |
| Empyrean Capital Partners, LP | History | No change | 300,000 | 12,630 | 0.41% | 0.43% | 49 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Kerrisdale Advisers, LLC | History | Reduced | 297,966 | 12,544 | 4.77% | 9.77% | 50 | -208,101 | -41.12% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 286,100 | 12,044 | 0.01% | 0.01% | 51 | +4,222 | 1.5% | Q1 2026 | May 12, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 278,324 | 11,717 | 0.08% | 0.07% | 52 | +50,209 | 22.01% | Q1 2026 | Apr 14, 2026 |
| FMR LLC | History | Added to | 274,249 | 11,545 | 0.0% | 0.0% | 53 | +12,392 | 4.73% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 267,847 | 11,276 | 0.0% | 0.0% | 54 | +12,235 | 4.79% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 242,640 | 10,215 | 0.0% | 0.0% | 55 | -25,438 | -9.49% | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 235,465 | 9,913 | 0.11% | 0.1% | 56 | -1,643 | -0.69% | Q1 2026 | May 07, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 225,400 | 9,489 | 0.34% | 0.34% | 57 | -7,900 | -3.39% | Q1 2026 | Apr 21, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 216,681 | 9,122 | 0.01% | 0.01% | 58 | -118,380 | -35.33% | Q1 2026 | May 11, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 213,605 | 8,992 | 0.07% | — | 59 | +213,605 | New | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 208,769 | 8,789 | 0.11% | 0.11% | 60 | -5,273 | -2.46% | Q1 2026 | Apr 21, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 205,492 | 8,651 | 0.11% | 0.16% | 61 | -57,724 | -21.93% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 203,000 | 8,546 | 0.0% | 0.0% | 62 | +700 | 0.35% | Q1 2026 | May 07, 2026 |
| COOPER INVESTORS PTY LTD | History | New | 196,421 | 8,269 | 3.37% | — | 63 | +196,421 | New | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 189,538 | 7,979 | 0.0% | 0.0% | 64 | -7,795 | -3.95% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 181,339 | 7,634 | 0.0% | 0.02% | 65 | -862,827 | -82.63% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 167,187 | 7,038 | 0.0% | 0.0% | 66 | -71,184 | -29.86% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 155,611 | 6,546 | 0.01% | 0.0% | 67 | +134,659 | 642.7% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 155,010 | 6,525 | 0.0% | 0.0% | 68 | +18,624 | 13.66% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 154,313 | 6,496 | 0.01% | 0.01% | 69 | -1,453 | -0.93% | Q1 2026 | May 13, 2026 |
| Phocas Financial Corp. | History | New | 149,225 | 6,282 | 0.99% | — | 70 | +149,225 | New | Q1 2026 | Apr 30, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 146,013 | 6,147 | 0.03% | 0.0% | 71 | +137,166 | 1550.42% | Q1 2026 | Apr 30, 2026 |
| Jain Global LLC | History | Reduced | 128,576 | 5,413 | 0.02% | 0.03% | 72 | -11,058 | -7.92% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | Reduced | 125,000 | 5,263 | 0.14% | 0.18% | 73 | -25,000 | -16.67% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 124,665 | 5,248 | 0.01% | 0.0% | 74 | +27,455 | 28.24% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 121,910 | 5,133 | 0.0% | 0.0% | 75 | +20,239 | 19.91% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 121,500 | 5,115 | 0.03% | 0.01% | 76 | +70,473 | 138.11% | Q1 2026 | May 15, 2026 |
| HAHN CAPITAL MANAGEMENT LLC | History | New | 118,735 | 4,998 | 3.14% | — | 77 | +118,735 | New | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 116,395 | 4,900 | 0.01% | 0.0% | 78 | +71,109 | 157.02% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 115,566 | 4,865 | 0.0% | 0.0% | 79 | -11,452 | -9.02% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 115,000 | 4,841 | 0.0% | 0.0% | 80 | -158,653 | -57.98% | Q1 2026 | May 12, 2026 |
| Sentinel Dome Partners, LLC | History | Reduced | 115,000 | 4,841 | 4.61% | 3.35% | 81 | -5,000 | -4.17% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 114,977 | 4,840 | 0.07% | 0.07% | 82 | +5,800 | 5.31% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 112,617 | 4,741 | 0.0% | 0.0% | 83 | +57,921 | 105.9% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 115,123 | 4,720 | 0.0% | 0.0% | 84 | -5,317 | -4.41% | Q1 2026 | May 15, 2026 |
| Krilogy Financial LLC | History | Reduced | 101,030 | 4,603 | 0.15% | 0.17% | 85 | -11,178 | -9.96% | Q1 2026 | Apr 17, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 104,370 | 4,394 | 0.01% | 0.01% | 86 | -11,682 | -10.07% | Q1 2026 | Apr 27, 2026 |
| CastleKnight Management LP | History | Reduced | 99,800 | 4,201 | 0.07% | 0.12% | 87 | -37,600 | -27.37% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 98,314 | 4,139 | 0.0% | 0.0% | 88 | -72,838 | -42.56% | Q1 2026 | May 14, 2026 |
| Diametric Capital, LP | History | Reduced | 94,768 | 3,989 | 1.04% | 1.12% | 89 | -7,489 | -7.32% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 90,393 | 3,805 | 0.0% | — | 90 | +90,393 | New | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 89,382 | 3,762 | 0.0% | 0.0% | 91 | +20,283 | 29.35% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 91,300 | 3,743 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 88,810 | 3,738 | 0.01% | 0.01% | 93 | +490 | 0.55% | Q1 2026 | May 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 87,299 | 3,675 | 0.04% | 0.03% | 94 | -8,094 | -8.48% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,602 | 3,641 | 0.0% | 0.0% | 95 | +3,984 | 4.82% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 85,900 | 3,616 | 0.0% | — | 96 | +85,900 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 82,764 | 3,483 | 0.01% | 0.01% | 97 | -6,385 | -7.16% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Added to | 81,746 | 3,441 | 0.0% | 0.0% | 98 | +14,624 | 21.79% | Q1 2026 | May 15, 2026 |
| DigitalBridge Group, Inc. | History | Reduced | 80,800 | 3,401 | 0.21% | 0.64% | 99 | -124,900 | -60.72% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 80,187 | 3,375 | 0.32% | — | 100 | +80,187 | New | Q1 2026 | May 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 79,607 | 3,351 | 0.01% | 0.02% | 101 | -22,473 | -22.02% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Added to | 77,800 | 3,275 | 0.0% | 0.0% | 102 | +47,700 | 158.47% | Q1 2026 | May 05, 2026 |
| Beartown Capital Management, LLC | History | No change | 75,000 | 3,157 | 1.51% | 2.22% | 103 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Saba Capital Management, L.P. | History | Reduced | 74,484 | 3,135 | 0.09% | 0.1% | 104 | -5,516 | -6.9% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 73,208 | 3,082 | 0.0% | 0.0% | 105 | -129,643 | -63.91% | Q1 2026 | May 12, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 71,127 | 2,994 | 0.09% | 0.58% | 106 | -411,952 | -85.28% | Q1 2026 | May 08, 2026 |
| Sunstone Asset Management, L.P. | History | No change | 70,604 | 2,972 | 3.49% | 2.77% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 70,105 | 2,951 | 0.01% | — | 108 | +70,105 | New | Q1 2026 | May 11, 2026 |
| Resolute Capital Asset Partners LLC | History | New | 70,000 | 2,947 | 1.55% | — | 109 | +70,000 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 65,600 | 2,762 | 0.01% | 0.0% | 110 | -1,931 | -2.86% | Q1 2026 | May 01, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 58,507 | 2,463 | 0.0% | 0.0% | 111 | +26,072 | 80.38% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 56,571 | 2,381 | 0.01% | 0.01% | 112 | -46,102 | -44.9% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 54,340 | 2,287 | 0.01% | 0.01% | 113 | -1,518 | -2.72% | Q1 2026 | May 14, 2026 |
| Aperture Investors, LLC | History | New | 54,292 | 2,285 | 0.29% | — | 114 | +54,292 | New | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 53,144 | 2,237 | 0.0% | 0.0% | 115 | -3,011 | -5.36% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 52,700 | 2,218 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 52,637 | 2,216 | 0.0% | 0.0% | 117 | +27,833 | 112.21% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 52,117 | 2,193 | 0.02% | 0.02% | 118 | -1,529 | -2.85% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 51,162 | 2,153 | 0.03% | 0.03% | 119 | -5,340 | -9.45% | Q1 2026 | May 05, 2026 |
| Squarepoint Ops LLC | History | Added to | 50,591 | 2,129 | 0.0% | 0.0% | 120 | +27,715 | 121.15% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 49,384 | 2,079 | 0.01% | 0.01% | 121 | -7,241 | -12.79% | Q1 2026 | May 05, 2026 |
| Vanguard Global Advisers, LLC | History | New | 49,039 | 2,064 | 0.0% | — | 122 | +49,039 | New | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 48,652 | 2,048 | 0.0% | 0.0% | 123 | -1,094 | -2.2% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 47,300 | 1,991 | 0.0% | 0.0% | 124 | +35,700 | 307.76% | Q1 2026 | May 08, 2026 |
| ALGERT GLOBAL LLC | History | New | 47,150 | 1,985 | 0.03% | — | 125 | +47,150 | New | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 46,934 | 1,974 | 0.0% | 0.0% | 126 | +3,720 | 8.61% | Q1 2026 | May 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 46,658 | 1,964 | 0.0% | 0.0% | 127 | +402 | 0.87% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 46,589 | 1,961 | 0.15% | 0.27% | 128 | -43,054 | -48.03% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 45,381 | 1,910 | 0.0% | 0.0% | 129 | -73,673 | -61.88% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 44,905 | 1,890 | 0.0% | 0.0% | 130 | -74,476 | -62.39% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 43,768 | 1,842 | 0.03% | 0.05% | 131 | -6,535 | -12.99% | Q1 2026 | Apr 27, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 43,600 | 1,835 | 0.03% | 0.03% | 132 | -1,400 | -3.11% | Q1 2026 | Apr 20, 2026 |
| Governors Lane LP | History | Reduced | 43,386 | 1,826 | 0.12% | 0.18% | 133 | -29,391 | -40.39% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 40,647 | 1,711 | 0.0% | 0.0% | 134 | +2,591 | 6.81% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 39,184 | 1,650 | 0.0% | 0.0% | 135 | +682 | 1.77% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 38,639 | 1,626 | 0.0% | 0.0% | 136 | +5,917 | 18.08% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 38,016 | 1,600 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CROBAN | History | Reduced | 37,366 | 1,572 | 0.74% | 0.74% | 138 | -160 | -0.43% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 37,242 | 1,567 | 0.0% | — | 139 | +37,242 | New | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 37,057 | 1,560 | 0.0% | 0.0% | 140 | +449 | 1.23% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 36,529 | 1,537 | 0.0% | 0.0% | 141 | +12,834 | 54.16% | Q1 2026 | May 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 37,400 | 1,533 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 36,337 | 1,530 | 0.0% | 0.0% | 143 | +1,976 | 5.75% | Q1 2026 | Apr 22, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 36,271 | 1,527 | 0.02% | 0.03% | 144 | -15,054 | -29.33% | Q1 2026 | May 22, 2026 |
| SEI INVESTMENTS CO | History | Added to | 35,493 | 1,494 | 0.0% | 0.0% | 145 | +3,778 | 11.91% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 34,448 | 1,450 | 0.03% | 0.02% | 146 | +11,758 | 51.82% | Q1 2026 | May 15, 2026 |
| Alhambra Investment Management LLC | History | No change | 34,000 | 1,431 | 0.66% | 0.65% | 147 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BARCLAYS PLC | History | Reduced | 33,451 | 1,408 | 0.0% | 0.0% | 148 | -369,760 | -91.7% | Q1 2026 | May 14, 2026 |
| SHIKIAR ASSET MANAGEMENT INC | History | New | 66,800 | 1,337 | 0.39% | — | 149 | +66,800 | New | Q1 2026 | Apr 23, 2026 |
| Handelsbanken Fonder AB | History | No change | 30,725 | 1,294 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 30,078 | 1,266 | 0.04% | 0.04% | 151 | +5,288 | 21.33% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Reduced | 29,340 | 1,235 | 0.01% | 0.02% | 152 | -10,551 | -26.45% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 28,988 | 1,220 | 0.01% | 0.01% | 153 | -52 | -0.18% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 28,736 | 1,209 | 0.0% | 0.0% | 154 | +2,272 | 8.59% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 28,334 | 1,193 | 0.01% | 0.01% | 155 | -262 | -0.92% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 28,169 | 1,185 | 0.01% | 0.01% | 156 | -409 | -1.43% | Q1 2026 | May 01, 2026 |
| CenterBook Partners LP | History | New | 27,850 | 1,172 | 0.06% | — | 157 | +27,850 | New | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 27,226 | 1,146 | 0.01% | 0.01% | 158 | +849 | 3.22% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 27,457 | 1,125 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Blackstone Inc. | History | New | 26,660 | 1,122 | 0.0% | — | 160 | +26,660 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 26,439 | 1,113 | 0.0% | 0.0% | 161 | +24,940 | 1663.78% | Q1 2026 | May 01, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 26,200 | 1,103 | 0.14% | 0.13% | 162 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Creative Planning | History | Added to | 26,134 | 1,100 | 0.0% | 0.0% | 163 | +5,974 | 29.63% | Q1 2026 | May 12, 2026 |
| CSS LLC/IL | History | Added to | 25,939 | 1,092 | 0.05% | 0.04% | 164 | +6,104 | 30.77% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 25,900 | 1,090 | 0.0% | 0.0% | 165 | +700 | 2.78% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 25,506 | 1,073 | 0.0% | — | 166 | +25,506 | New | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 25,400 | 1,069 | 0.0% | 0.01% | 167 | -144,900 | -85.09% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 24,734 | 1,041 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 24,304 | 1,023 | 0.01% | 0.01% | 169 | -27 | -0.11% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Reduced | 24,161 | 1,017 | 0.0% | 0.0% | 170 | -4,251 | -14.96% | Q1 2026 | May 11, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 23,586 | 992 | 0.06% | 0.07% | 171 | -172 | -0.72% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 23,518 | 990 | 0.02% | 0.03% | 172 | -3,200 | -11.98% | Q1 2026 | May 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 22,513 | 947 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 22,422 | 943 | 0.01% | 0.01% | 174 | -100 | -0.44% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | Added to | 21,996 | 926 | 0.0% | 0.0% | 175 | +3,442 | 18.55% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 21,727 | 914 | 0.01% | 0.0% | 176 | +17,504 | 414.49% | Q1 2026 | Apr 14, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 21,633 | 910 | 0.02% | 0.02% | 177 | -3,107 | -12.56% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 21,305 | 896 | 0.02% | 0.02% | 178 | +39 | 0.18% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 21,022 | 885 | 0.04% | 0.05% | 179 | -3,128 | -12.95% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Reduced | 20,631 | 868 | 0.01% | 0.01% | 180 | -2,486 | -10.75% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 20,615 | 867 | 0.0% | 0.0% | 181 | -3 | -0.01% | Q1 2026 | Apr 29, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 20,000 | 842 | 0.01% | 0.01% | 182 | -20,144 | -50.18% | Q1 2026 | May 07, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 19,615 | 825 | 0.01% | 0.03% | 183 | -18,262 | -48.21% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 19,087 | 803 | 0.0% | 0.0% | 184 | +7,755 | 68.43% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | New | 18,980 | 799 | 0.02% | — | 185 | +18,980 | New | Q1 2026 | Apr 29, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 16,706 | 703 | 0.0% | 0.0% | 186 | +2,010 | 13.68% | Q1 2026 | Apr 22, 2026 |
| FIDELIS CAPITAL PARTNERS, LLC | History | Added to | 16,599 | 698 | 0.05% | 0.05% | 187 | +1 | 0.01% | Q1 2026 | May 06, 2026 |
| AlphaQuest LLC | History | No change | 16,803 | 688 | 0.04% | 0.04% | 188 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 16,266 | 684 | 0.04% | 0.04% | 189 | -1,130 | -6.5% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 15,480 | 651 | 0.0% | 0.0% | 190 | -3,865 | -19.98% | Q1 2026 | Apr 24, 2026 |
| OmniStar Financial Group, Inc. | History | New | 15,166 | 638 | 0.33% | — | 191 | +15,166 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 15,114 | 636 | 0.0% | 0.0% | 192 | -94 | -0.62% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 15,100 | 635 | 0.0% | 0.0% | 193 | +9,234 | 157.42% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Added to | 15,088 | 635 | 0.0% | 0.0% | 194 | +55 | 0.37% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 15,062 | 634 | 0.0% | 0.0% | 195 | +2,506 | 19.96% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 14,998 | 631 | 0.05% | 0.17% | 196 | -31,427 | -67.69% | Q1 2026 | Apr 23, 2026 |
| MARSHALL WACE, LLP | History | New | 15,007 | 631 | 0.0% | — | 197 | +15,007 | New | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 14,830 | 624 | 0.0% | 0.0% | 198 | -8,485 | -36.39% | Q1 2026 | Apr 30, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 14,302 | 602 | 0.01% | 0.01% | 200 | -60 | -0.42% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 14,303 | 602 | 0.0% | 0.0% | 199 | -13 | -0.09% | Q1 2026 | May 08, 2026 |
| INCEPTIONR LLC | History | New | 14,155 | 595 | 0.14% | — | 201 | +14,155 | New | Q1 2026 | May 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Added to | 14,117 | 594 | 0.26% | 0.16% | 202 | +4,492 | 46.67% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 13,999 | 589 | 0.03% | 0.03% | 203 | -1,455 | -9.42% | Q1 2026 | May 11, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 13,549 | 570 | 0.01% | 0.01% | 204 | +1,979 | 17.1% | Q1 2026 | May 04, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 13,537 | 569 | 0.0% | 0.02% | 205 | -287,992 | -95.51% | Q1 2026 | Apr 20, 2026 |
| Callan Family Office, LLC | History | Reduced | 13,402 | 564 | 0.01% | 0.01% | 206 | -1,475 | -9.91% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | Added to | 13,200 | 555 | 0.0% | 0.0% | 207 | +600 | 4.76% | Q1 2026 | Apr 24, 2026 |
| STIFEL FINANCIAL CORP | History | New | 13,080 | 550 | 0.0% | — | 208 | +13,080 | New | Q1 2026 | May 12, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 12,791 | 538 | 0.02% | 0.02% | 209 | -6,677 | -34.3% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 12,758 | 537 | 0.0% | 0.0% | 210 | -26,839 | -67.78% | Q1 2026 | Apr 16, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 12,168 | 512 | 0.01% | 0.01% | 211 | -22 | -0.18% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 11,910 | 501 | 0.0% | 0.0% | 212 | +1,136 | 10.54% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,670 | 491 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 11,635 | 489 | 0.0% | 0.0% | 214 | +1,213 | 11.64% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,130 | 468 | 0.01% | 0.01% | 215 | +5,323 | 91.67% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 11,028 | 464 | 0.0% | 0.0% | 216 | +2,217 | 25.16% | Q1 2026 | May 04, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 11,000 | 463 | 0.07% | 0.07% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,759 | 452 | 0.0% | 0.0% | 218 | +1,234 | 12.96% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 10,631 | 447 | 0.0% | 0.0% | 219 | +863 | 8.83% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 10,485 | 441 | 0.0% | 0.0% | 220 | +42 | 0.4% | Q1 2026 | May 14, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 9,500 | 430 | 0.01% | — | 221 | +9,500 | New | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | New | 10,116 | 425 | 0.01% | — | 222 | +10,116 | New | Q1 2026 | May 04, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | No change | 10,000 | 417 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,750 | 410 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 9,732 | 409 | 0.0% | 0.0% | 225 | +238 | 2.51% | Q1 2026 | May 11, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 9,714 | 408 | 0.0% | 0.0% | 226 | +835 | 9.4% | Q1 2026 | Apr 30, 2026 |
| CIBC Asset Management Inc | History | Reduced | 9,548 | 401 | 0.0% | 0.0% | 227 | -256 | -2.61% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 9,333 | 392 | 0.0% | 0.0% | 228 | +1,442 | 18.27% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 9,012 | 379 | 0.01% | 0.01% | 229 | -611 | -6.35% | Q1 2026 | Apr 27, 2026 |
| Carlson Capital, L.P. | History | No change | 9,000 | 369 | 0.13% | 0.13% | 230 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 8,345 | 351 | 0.01% | 0.14% | 231 | -149,048 | -94.7% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 8,300 | 349 | 0.0% | 0.0% | 232 | -137,516 | -94.31% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 7,760 | 349 | 0.02% | 0.02% | 233 | -1,286 | -14.22% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,083 | 340 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mutual Advisors, LLC | History | New | 7,834 | 329 | 0.01% | — | 235 | +7,834 | New | Q1 2026 | May 01, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 7,197 | 323 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Waldron Private Wealth LLC | History | No change | 7,400 | 311 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | Reduced | 7,372 | 310 | 0.0% | 0.0% | 238 | -384 | -4.95% | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Reduced | 7,344 | 309 | 0.0% | 0.0% | 239 | -18 | -0.24% | Q1 2026 | May 14, 2026 |
| Massar Capital Management, LP | History | New | 7,297 | 307 | 0.03% | — | 240 | +7,297 | New | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 7,034 | 296 | 0.01% | 0.01% | 241 | -6 | -0.09% | Q1 2026 | Apr 21, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 7,025 | 295 | 0.0% | 0.0% | 242 | -70 | -0.99% | Q1 2026 | May 11, 2026 |
| DRW Securities, LLC | History | New | 6,917 | 291 | 0.0% | — | 243 | +6,917 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 6,660 | 280 | 0.01% | 0.01% | 244 | +278 | 4.36% | Q1 2026 | Apr 06, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 6,621 | 278 | 0.0% | 0.0% | 245 | +1,686 | 34.16% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 6,417 | 270 | 0.19% | 0.14% | 247 | -11 | -0.17% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 6,588 | 270 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AE Wealth Management LLC | History | New | 6,204 | 261 | 0.0% | — | 248 | +6,204 | New | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 6,165 | 259 | 0.01% | 0.01% | 249 | +131 | 2.17% | Q1 2026 | Apr 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,120 | 257 | 0.0% | 0.0% | 250 | +94 | 1.56% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Reduced | 5,882 | 247 | 0.0% | 0.0% | 251 | -1 | -0.02% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 5,701 | 240 | 0.0% | 0.0% | 252 | +329 | 6.12% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,679 | 239 | 0.0% | 0.0% | 253 | +43 | 0.76% | Q1 2026 | Apr 30, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 5,290 | 237 | 0.0% | 0.0% | 254 | -1,064 | -16.75% | Q1 2026 | May 06, 2026 |
| GREENLEAF TRUST | History | Added to | 5,534 | 232 | 0.0% | 0.0% | 255 | +32 | 0.58% | Q1 2026 | Apr 27, 2026 |
| SAGE RHINO CAPITAL LLC | History | Added to | 5,454 | 229 | 0.04% | 0.04% | 256 | +165 | 3.12% | Q1 2026 | Apr 28, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,424 | 228 | 0.01% | 0.01% | 257 | -6,619 | -54.96% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 5,409 | 227 | 0.0% | — | 258 | +5,409 | New | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | New | 5,393 | 227 | 0.01% | — | 259 | +5,393 | New | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | Reduced | 5,277 | 222 | 0.02% | 0.02% | 260 | -450 | -7.86% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,062 | 213 | 0.0% | — | 261 | +5,062 | New | Q1 2026 | May 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 5,042 | 212 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| T3 Companies, LLC | History | Reduced | 5,000 | 210 | 0.27% | 0.89% | 264 | -12,436 | -71.32% | Q1 2026 | May 07, 2026 |
| MARINER INVESTMENT GROUP LLC | History | No change | 5,000 | 210 | 0.06% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | New | 4,879 | 205 | 0.0% | — | 267 | +4,879 | New | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 4,888 | 205 | 0.0% | 0.0% | 265 | -4,294 | -46.77% | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 4,879 | 205 | 0.0% | 0.0% | 266 | -41 | -0.83% | Q1 2026 | May 14, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | New | 4,800 | 202 | 0.04% | — | 268 | +4,800 | New | Q1 2026 | Apr 13, 2026 |
| GTS SECURITIES LLC | History | New | 4,768 | 200 | 0.01% | — | 269 | +4,768 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 4,262 | 179 | 0.0% | 0.0% | 270 | -24 | -0.56% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 4,100 | 172 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Freestone Grove Partners LP | History | New | 3,555 | 149 | 0.0% | — | 272 | +3,555 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,311 | 139 | 0.0% | 0.0% | 273 | -2,476 | -42.79% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,307 | 139 | 0.0% | 0.0% | 274 | +484 | 17.14% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,300 | 138 | 0.0% | 0.0% | 275 | -273 | -7.64% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 3,247 | 137 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,998 | 126 | 0.01% | 0.02% | 277 | -10,234 | -77.34% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,815 | 124 | 0.0% | 0.0% | 278 | +169 | 6.39% | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 3,000 | 123 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| True Link Financial Advisors, LLC | History | New | 2,700 | 113 | 0.01% | — | 280 | +2,700 | New | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,588 | 108 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | No change | 2,347 | 98 | 0.01% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,296 | 95 | 0.0% | 0.01% | 283 | -1,169 | -33.74% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,224 | 91 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ameliora Wealth Management Ltd. | History | New | 2,145 | 90 | 0.03% | — | 286 | +2,145 | New | Q1 2026 | Apr 23, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,151 | 90 | 0.01% | 0.01% | 285 | +95 | 4.62% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,830 | 77 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,780 | 74 | 0.0% | 0.0% | 288 | +405 | 29.45% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,736 | 73 | 0.0% | 0.0% | 289 | -1,395 | -44.55% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,734 | 73 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 1,668 | 70 | 0.01% | 0.01% | 291 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Strengthening Families & Communities, LLC | History | New | 1,616 | 68 | 0.02% | — | 292 | +1,616 | New | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,446 | 60 | 0.0% | 0.0% | 293 | +42 | 2.99% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 1,412 | 59 | 0.0% | 0.0% | 294 | +116 | 8.95% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,340 | 56 | 0.0% | 0.0% | 295 | -99 | -6.88% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 1,210 | 50 | 0.0% | 0.0% | 296 | +799 | 194.4% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | No change | 1,200 | 50 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,085 | 45 | 0.0% | 0.0% | 298 | +245 | 29.17% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 920 | 38 | 0.0% | 0.0% | 299 | +626 | 212.93% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 780 | 32 | 0.01% | — | 301 | +780 | New | Q1 2026 | May 08, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 780 | 32 | 0.01% | 0.0% | 300 | +511 | 189.96% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 681 | 30 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | New | 647 | 27 | 0.0% | — | 303 | +647 | New | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 550 | 23 | 0.0% | — | 304 | +550 | New | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 504 | 21 | 0.0% | — | 305 | +500 | 12500.0% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 514 | 21 | 0.0% | 0.0% | 306 | +9 | 1.78% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 448 | 19 | 0.0% | 0.0% | 307 | +249 | 125.13% | Q1 2026 | Apr 27, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 445 | 18 | 0.0% | 0.0% | 308 | +274 | 160.23% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 376 | 16 | 0.0% | 0.0% | 309 | +221 | 142.58% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 403 | 16 | 0.0% | 0.0% | 311 | +92 | 29.58% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 393 | 16 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 377 | 15 | 0.0% | 0.0% | 313 | +49 | 14.94% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Added to | 376 | 15 | 0.0% | 0.0% | 312 | +47 | 14.29% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 341 | 14 | 0.0% | 0.0% | 314 | -17 | -4.75% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 327 | 13 | 0.0% | 0.0% | 315 | +126 | 62.69% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 247 | 10 | 0.0% | 0.0% | 317 | +110 | 80.29% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 245 | 10 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 217 | 9 | 0.0% | 0.0% | 318 | +70 | 47.62% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 203 | 8 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 184 | 7 | 0.0% | — | 322 | +184 | New | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 171 | 7 | 0.0% | 0.0% | 321 | -15 | -8.06% | Q1 2026 | May 07, 2026 |
| SouthState Bank Corp | History | No change | 174 | 7 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 143 | 6 | 0.0% | — | 326 | +143 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 149 | 6 | 0.0% | — | 325 | +125 | 520.83% | Q1 2026 | Apr 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 149 | 6 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 154 | 6 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Reduced | 140 | 5 | 0.0% | 0.11% | 329 | -5,232 | -97.39% | Q1 2026 | Apr 30, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 139 | 5 | 0.0% | 0.0% | 328 | +9 | 6.92% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 139 | 5 | 0.0% | 0.0% | 327 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Anfield Capital Management, LLC | History | New | 100 | 4 | 0.0% | — | 334 | +100 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 118 | 4 | 0.0% | 0.0% | 332 | +61 | 107.02% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 100 | 4 | 0.0% | 0.0% | 333 | +53 | 112.77% | Q1 2026 | Apr 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 96 | 4 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 101 | 4 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bayforest Capital Ltd | History | New | 76 | 3 | 0.0% | — | 338 | +76 | New | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 83 | 3 | 0.0% | 0.0% | 336 | -3 | -3.49% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 93 | 3 | 0.0% | 0.0% | 337 | -1 | -1.06% | Q1 2026 | Apr 20, 2026 |
| COUNTRY TRUST BANK | History | No change | 90 | 3 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Quarry LP | History | Reduced | 59 | 2 | 0.0% | 0.34% | 341 | -53,199 | -99.89% | Q1 2026 | May 15, 2026 |
| Arlington Trust Co LLC | History | New | 70 | 2 | 0.0% | — | 344 | +70 | New | Q1 2026 | Apr 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 56 | 2 | 0.0% | — | 343 | +56 | New | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 60 | 2 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Manchester Capital Management LLC | History | No change | 54 | 2 | 0.0% | 0.0% | 340 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 38 | 1 | 0.0% | 0.02% | 347 | -2,208 | -98.31% | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 42 | 1 | 0.0% | 0.0% | 345 | -92 | -68.66% | Q1 2026 | May 15, 2026 |
| AXS Investments LLC | History | New | 32 | 1 | 0.0% | — | 351 | +32 | New | Q1 2026 | May 06, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 27 | 1 | 0.0% | — | 348 | +21 | 350.0% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 349 | -12 | -32.43% | Q1 2026 | Apr 29, 2026 |
| Bell Investment Advisors, Inc | History | No change | 24 | 1 | 0.0% | — | 346 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Kilter Group LLC | History | No change | 32 | 1 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diameter Capital Partners LP | History | Closed out | 0 | 0 | — | 4.0% | — | -1,067,297 | -100.0% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Closed out | 0 | 0 | — | 0.02% | — | -313,800 | -100.0% | Q1 2026 | May 15, 2026 |
| KETTLE HILL CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 2.16% | — | -236,635 | -100.0% | Q1 2026 | May 15, 2026 |
| SCOGGIN MANAGEMENT LP | History | Closed out | 0 | 0 | — | 1.42% | — | -225,000 | -100.0% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.23% | — | -165,657 | -100.0% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -98,373 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -74,338 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.02% | — | -41,482 | -100.0% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -40,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -34,152 | -100.0% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.15% | — | -22,696 | -100.0% | Q1 2026 | May 15, 2026 |
| Axecap Investments, LLC | History | Closed out | 0 | 0 | — | 0.51% | — | -20,290 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.13% | — | -20,205 | -100.0% | Q1 2026 | May 12, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -18,154 | -100.0% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -16,859 | -100.0% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -15,944 | -100.0% | Q1 2026 | May 12, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,967 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,939 | -100.0% | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,555 | -100.0% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.1% | — | -10,934 | -100.0% | Q1 2026 | May 13, 2026 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,035 | -100.0% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Closed out | 0 | 0 | — | 0.0% | — | -8,564 | -100.0% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,300 | -100.0% | Q1 2026 | May 14, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,423 | -100.0% | Q1 2026 | Apr 23, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,300 | -100.0% | Q1 2026 | May 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,255 | -100.0% | Q1 2026 | Apr 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,089 | -100.0% | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,425 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.0% | — | -343 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Matrix Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q1 2026 | Apr 09, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -162 | -100.0% | Q1 2026 | Apr 23, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | Apr 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 14 | 0 | — | — | — | +7 | 100.0% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 20 | 0 | — | — | — | +7 | 53.85% | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 16 | 0 | — | — | — | +7 | 77.78% | Q1 2026 | Apr 21, 2026 |
| Rossby Financial, LCC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| CURIO WEALTH, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 18 | 0 | — | — | — | +2 | 12.5% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 18 | 0 | — | — | — | +2 | 12.5% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q1 2026 | May 14, 2026 |
| Marquette Asset Management, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD Capital Management LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HFM Investment Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |