TFI International Inc. - TFII
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 7,156,534 | 776,498 | 1.24% | 1.24% | 1 | +70,900 | 1.0% | Q1 2026 | May 14, 2026 |
| FIL Ltd | History | Reduced | 4,782,544 | 520,575 | 0.4% | 0.47% | 2 | -1,256,638 | -20.81% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 3,980,503 | 432,402 | 0.4% | 0.36% | 3 | -638,272 | -13.82% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 3,702,480 | 402,197 | 0.19% | 0.17% | 4 | -78,021 | -2.06% | Q1 2026 | May 18, 2026 |
| FMR LLC | History | Reduced | 3,652,221 | 397,541 | 0.02% | 0.02% | 5 | -303,309 | -7.67% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 3,424,218 | 353,934 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,106,691 | 337,479 | 0.06% | 0.03% | 7 | +1,105,712 | 55.26% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,269,844 | 247,070 | 0.01% | — | 8 | +2,269,844 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 2,210,600 | 237,651 | 0.85% | 0.85% | 9 | +42,310 | 1.95% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 2,040,522 | 221,889 | 0.19% | 0.13% | 10 | +506,421 | 33.01% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,409,188 | 151,989 | 0.14% | 0.14% | 11 | -134,612 | -8.72% | Q1 2026 | May 14, 2026 |
| Maple Rock Capital Partners Inc. | History | New | 1,361,831 | 147,935 | 4.81% | — | 12 | +1,361,831 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,190,609 | 129,621 | 0.05% | 0.03% | 13 | +241,320 | 25.42% | Q1 2026 | May 13, 2026 |
| Turtle Creek Asset Management Inc. | History | Reduced | 1,082,942 | 117,639 | 4.4% | 6.25% | 14 | -292,300 | -21.25% | Q1 2026 | May 19, 2026 |
| NORGES BANK | History | No change | 1,026,741 | 106,128 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 896,308 | 97,251 | 0.1% | 0.09% | 16 | -133,563 | -12.97% | Q1 2026 | May 08, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | Reduced | 884,525 | 96,407 | 3.35% | 3.11% | 17 | -21,174 | -2.34% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 730,517 | 79,135 | 0.0% | 0.0% | 18 | -2,993 | -0.41% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 710,196 | 77,290 | 0.13% | 0.15% | 19 | -167,111 | -19.05% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 685,106 | 74,573 | 0.02% | — | 20 | +685,106 | New | Q1 2026 | May 08, 2026 |
| Clearbridge Investments, LLC | History | New | 630,632 | 68,505 | 0.06% | — | 21 | +630,632 | New | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 567,836 | 61,799 | 0.07% | 0.02% | 22 | +425,977 | 300.28% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 565,650 | 60,687 | 0.03% | 0.04% | 23 | -113,239 | -16.68% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 536,224 | 58,181 | 0.05% | 0.07% | 24 | -260,269 | -32.68% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Added to | 520,631 | 56,556 | 0.0% | 0.0% | 25 | +216,831 | 71.37% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 457,753 | 49,835 | 0.03% | 0.03% | 26 | +38,900 | 9.29% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 453,373 | 49,191 | 0.01% | 0.01% | 27 | +12,835 | 2.91% | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 449,127 | 48,857 | 0.03% | 0.02% | 28 | +125,420 | 38.74% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Added to | 435,012 | 47,493 | 0.12% | 0.02% | 29 | +356,223 | 452.12% | Q1 2026 | May 12, 2026 |
| Baskin Financial Services Inc. | History | Reduced | 421,203 | 45,848 | 3.75% | 3.33% | 30 | -6,419 | -1.5% | Q1 2026 | Apr 13, 2026 |
| QV Investors Inc. | History | Reduced | 401,295 | 43,541 | 3.52% | 3.47% | 31 | -8,441 | -2.06% | Q1 2026 | Apr 22, 2026 |
| CDAM (UK) Ltd | History | Reduced | 394,559 | 42,860 | 9.5% | 7.56% | 32 | -7,576 | -1.88% | Q1 2026 | May 14, 2026 |
| Turas Capital Management LP | History | New | 394,372 | 42,840 | 10.94% | — | 33 | +394,372 | New | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 390,789 | 42,451 | 0.0% | 0.0% | 34 | +37,570 | 10.64% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Reduced | 349,787 | 37,750 | 0.16% | 0.16% | 35 | -25,634 | -6.83% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 339,813 | 35,673 | 0.0% | 0.0% | 36 | +4,545 | 1.36% | Q1 2026 | May 13, 2026 |
| Hauser Brothers GmbH | History | Added to | 326,900 | 35,511 | 49.76% | 23.67% | 37 | +4,700 | 1.46% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 314,186 | 34,198 | 0.02% | — | 38 | +314,186 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 287,321 | 31,207 | 0.01% | 0.0% | 39 | +129,242 | 81.76% | Q1 2026 | May 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 280,156 | 30,397 | 0.0% | 0.0% | 40 | +27,887 | 11.05% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 263,100 | 28,596 | 0.02% | 0.01% | 41 | +55,900 | 26.98% | Q1 2026 | May 07, 2026 |
| Scheer, Rowlett & Associates Investment Management Ltd. | History | Reduced | 242,180 | 26,366 | 1.9% | 1.92% | 42 | -27,983 | -10.36% | Q1 2026 | May 11, 2026 |
| MONTRUSCO BOLTON INVESTMENTS INC. | History | Reduced | 238,165 | 25,841 | 0.39% | 0.39% | 43 | -60,990 | -20.39% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 231,785 | 25,178 | 0.02% | 0.06% | 44 | -176,590 | -43.24% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 230,131 | 25,054 | 0.06% | 0.19% | 45 | -470,938 | -67.17% | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 226,412 | 24,902 | 0.07% | 0.18% | 46 | -59,531 | -20.82% | Q1 2026 | May 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 155,322 | 23,518 | 0.01% | 0.01% | 47 | -37,353 | -19.39% | Q1 2026 | May 14, 2026 |
| Addenda Capital Inc. | History | Reduced | 135,340 | 20,582 | 0.58% | 0.58% | 48 | -4,483 | -3.21% | Q1 2026 | Apr 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 188,258 | 20,450 | 0.0% | 0.0% | 49 | +30,080 | 19.02% | Q1 2026 | May 15, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 178,124 | 19,375 | 0.45% | 0.44% | 50 | -11,493 | -6.06% | Q1 2026 | May 13, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 147,501 | 16,055 | 0.02% | 0.03% | 51 | -22,419 | -13.19% | Q1 2026 | May 15, 2026 |
| Hill City Capital, LP | History | No change | 145,000 | 15,751 | 0.56% | 0.57% | 52 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 140,556 | 15,299 | 0.01% | — | 53 | +140,556 | New | Q1 2026 | May 08, 2026 |
| SIG North Trading, ULC | History | Added to | 137,058 | 14,888 | 0.3% | 0.19% | 54 | +36,738 | 36.62% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 134,524 | 14,613 | 0.0% | 0.0% | 55 | +8,372 | 6.64% | Q1 2026 | May 06, 2026 |
| Nicholas Investment Partners, LP | History | Added to | 133,620 | 14,515 | 1.05% | 0.65% | 56 | +47,631 | 55.39% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 131,384 | 14,272 | 0.0% | 0.0% | 57 | -58,456 | -30.79% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 115,057 | 12,498 | 0.0% | 0.0% | 58 | +49,411 | 75.27% | Q1 2026 | May 05, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Reduced | 111,600 | 12,144 | 1.46% | 1.19% | 59 | -15,000 | -11.85% | Q1 2026 | May 07, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 110,035 | 11,973 | 0.02% | 0.02% | 60 | -2,315 | -2.06% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 114,510 | 11,834 | 0.02% | 0.02% | 61 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 102,844 | 11,171 | 0.0% | 0.0% | 62 | +61,422 | 148.28% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 99,854 | 10,871 | 0.03% | 0.04% | 63 | -19,742 | -16.51% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 98,644 | 10,715 | 0.0% | 0.0% | 64 | +3,460 | 3.64% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 95,581 | 10,382 | 0.36% | — | 65 | +95,581 | New | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | New | 84,412 | 9,169 | 0.04% | — | 66 | +84,412 | New | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 83,207 | 9,028 | 0.0% | 0.0% | 67 | +28,163 | 51.16% | Q1 2026 | Apr 30, 2026 |
| Aviso Financial Inc. | History | Added to | 82,573 | 8,978 | 0.32% | 0.32% | 68 | +148 | 0.18% | Q1 2026 | May 13, 2026 |
| AYAL Capital Advisors Ltd | History | Added to | 79,900 | 8,679 | 2.35% | 1.4% | 69 | +40,950 | 105.13% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 79,724 | 8,660 | 0.02% | 0.0% | 70 | +59,824 | 300.62% | Q1 2026 | May 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 78,131 | 8,487 | 0.18% | 0.17% | 71 | -70 | -0.09% | Q1 2026 | May 13, 2026 |
| River Road Asset Management, LLC | History | New | 77,540 | 8,423 | 0.1% | — | 72 | +77,540 | New | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 76,500 | 8,310 | 0.01% | — | 73 | +76,500 | New | Q1 2026 | May 14, 2026 |
| INTACT INVESTMENT MANAGEMENT INC. | History | New | 75,600 | 8,226 | 0.23% | — | 74 | +75,600 | New | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 73,608 | 7,996 | 0.01% | 0.0% | 75 | +14,883 | 25.34% | Q1 2026 | May 15, 2026 |
| Triasima Portfolio Management inc. | History | New | 68,741 | 7,458 | 1.13% | — | 76 | +68,741 | New | Q1 2026 | Apr 24, 2026 |
| Amundi | History | Added to | 68,253 | 7,414 | 0.0% | 0.0% | 77 | +4,897 | 7.73% | Q1 2026 | May 15, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | New | 68,170 | 7,405 | 1.0% | — | 78 | +68,170 | New | Q1 2026 | May 15, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 66,021 | 7,187 | 0.04% | 0.02% | 79 | +25,043 | 61.11% | Q1 2026 | May 13, 2026 |
| Norwood Investment Partners, LP | History | Added to | 64,000 | 6,952 | 10.7% | 3.72% | 80 | +32,000 | 100.0% | Q1 2026 | May 14, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 59,550 | 6,468 | 0.02% | 0.01% | 81 | +38,322 | 180.53% | Q1 2026 | May 13, 2026 |
| K.J. Harrison & Partners Inc | History | Added to | 58,295 | 6,332 | 1.04% | 0.69% | 82 | +8,000 | 15.91% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,005 | 6,083 | 0.0% | 0.0% | 83 | -131,008 | -70.05% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 55,684 | 6,048 | 0.04% | 0.07% | 84 | -94,201 | -62.85% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 51,600 | 5,605 | 0.0% | 0.0% | 85 | +23,500 | 83.63% | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | Added to | 51,037 | 5,535 | 0.23% | 0.0% | 86 | +50,037 | 5003.7% | Q1 2026 | May 15, 2026 |
| Bastion Asset Management Inc. | History | New | 49,672 | 5,356 | 1.63% | — | 87 | +49,672 | New | Q1 2026 | May 05, 2026 |
| CIDEL ASSET MANAGEMENT INC | History | Added to | 48,078 | 5,216 | 0.28% | 0.34% | 88 | +1,808 | 3.91% | Q1 2026 | Apr 17, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 47,562 | 5,166 | 0.01% | 0.01% | 89 | -1,440 | -2.94% | Q1 2026 | May 14, 2026 |
| AVIVA PLC | History | Added to | 43,391 | 4,708 | 0.01% | 0.01% | 90 | +1,014 | 2.39% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 40,841 | 4,436 | 0.0% | 0.02% | 91 | -1,220,903 | -96.76% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 40,061 | 4,351 | 0.01% | 0.01% | 92 | +9,348 | 30.44% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 39,863 | 4,330 | 0.01% | — | 93 | +39,863 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 40,049 | 4,318 | 0.01% | 0.01% | 94 | -547 | -1.35% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 39,390 | 4,287 | 0.01% | — | 95 | +39,390 | New | Q1 2026 | May 08, 2026 |
| Guardian Partners Inc. | History | Added to | 39,300 | 4,276 | 0.36% | 0.37% | 96 | +1,340 | 3.53% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 36,710 | 3,987 | 0.0% | 0.0% | 97 | +33,799 | 1161.08% | Q1 2026 | May 15, 2026 |
| PCJ Investment Counsel Ltd. | History | Added to | 36,020 | 3,921 | 1.11% | 0.22% | 98 | +27,280 | 312.13% | Q1 2026 | May 11, 2026 |
| RBF Capital, LLC | History | No change | 35,500 | 3,856 | 0.19% | 0.16% | 99 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 34,800 | 3,775 | 0.01% | 0.01% | 100 | -2,900 | -7.69% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 33,117 | 3,587 | 0.0% | 0.0% | 101 | -308 | -0.92% | Q1 2026 | Apr 22, 2026 |
| Vestcor Inc | History | Added to | 32,400 | 3,520 | 0.1% | 0.05% | 102 | +17,000 | 110.39% | Q1 2026 | May 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 31,398 | 3,407 | 0.23% | 0.21% | 103 | +1,020 | 3.36% | Q1 2026 | May 05, 2026 |
| Andra AP-fonden | History | New | 21,016 | 3,182 | 0.04% | — | 104 | +21,016 | New | Q1 2026 | May 08, 2026 |
| APG Asset Management N.V. | History | Reduced | 33,190 | 3,125 | 0.01% | 0.01% | 105 | -2,313 | -6.51% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Added to | 27,860 | 3,026 | 0.09% | 0.03% | 106 | +18,587 | 200.44% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 27,746 | 3,019 | 0.0% | 0.0% | 107 | -2,311 | -7.69% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 27,286 | 2,970 | 0.0% | 0.0% | 108 | +1,939 | 7.65% | Q1 2026 | May 15, 2026 |
| USS Investment Management Ltd | History | Added to | 26,114 | 2,833 | 0.01% | 0.01% | 109 | +1,304 | 5.26% | Q1 2026 | Apr 24, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 25,863 | 2,804 | 0.0% | 0.0% | 111 | +9,071 | 54.02% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 25,811 | 2,804 | 0.0% | 0.0% | 110 | +2,827 | 12.3% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 25,383 | 2,754 | 0.0% | 0.0% | 112 | -8,348 | -24.75% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | No change | 25,124 | 2,725 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legato Capital Management LLC | History | Added to | 24,236 | 2,632 | 0.24% | 0.14% | 114 | +8,130 | 50.48% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 22,856 | 2,488 | 0.0% | 0.0% | 115 | +2,244 | 10.89% | Q1 2026 | May 13, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 22,135 | 2,405 | 0.05% | 0.06% | 116 | -4,915 | -18.17% | Q1 2026 | May 13, 2026 |
| Capital World Investors | History | Reduced | 22,075 | 2,402 | 0.0% | 0.0% | 117 | -15 | -0.07% | Q1 2026 | May 13, 2026 |
| Roundview Capital LLC | History | Added to | 21,591 | 2,345 | 0.15% | 0.14% | 118 | +307 | 1.44% | Q1 2026 | May 08, 2026 |
| GUARDIAN CAPITAL LP | History | Reduced | 21,446 | 2,326 | 0.06% | 0.11% | 119 | -14,300 | -40.0% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | New | 20,710 | 2,254 | 0.01% | — | 120 | +20,710 | New | Q1 2026 | Apr 28, 2026 |
| XTX Topco Ltd | History | New | 20,188 | 2,193 | 0.04% | — | 121 | +20,188 | New | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA TRUST CO | History | Reduced | 19,620 | 2,131 | 0.18% | 0.18% | 122 | -603 | -2.98% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 18,913 | 2,052 | 0.0% | 0.0% | 123 | +402 | 2.17% | Q1 2026 | May 15, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Added to | 18,726 | 2,031 | 0.01% | 0.01% | 124 | +328 | 1.78% | Q1 2026 | Apr 23, 2026 |
| Avanza Fonder AB | History | Added to | 13,389 | 2,027 | 0.06% | 0.03% | 125 | +4,889 | 57.52% | Q1 2026 | Apr 15, 2026 |
| Magnetar Financial LLC | History | Added to | 18,276 | 1,985 | 0.02% | 0.02% | 126 | +2,634 | 16.84% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 18,168 | 1,973 | 0.02% | 0.03% | 127 | -28 | -0.15% | Q1 2026 | May 15, 2026 |
| Value Partners Investments Inc. | History | Added to | 17,790 | 1,932 | 0.15% | 0.13% | 128 | +835 | 4.92% | Q1 2026 | Apr 21, 2026 |
| Creative Planning | History | Added to | 17,732 | 1,926 | 0.0% | 0.0% | 129 | +2,157 | 13.85% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 16,309 | 1,771 | 0.0% | 0.0% | 130 | +5,152 | 46.18% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Added to | 15,441 | 1,623 | 0.0% | 0.0% | 131 | +2,121 | 15.92% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 14,371 | 1,561 | 0.0% | 0.0% | 132 | +6,801 | 89.84% | Q1 2026 | May 06, 2026 |
| MAVERICK CAPITAL LTD | History | New | 13,569 | 1,477 | 0.02% | — | 133 | +13,569 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 12,980 | 1,408 | 0.0% | 0.0% | 134 | +1,077 | 9.05% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 12,800 | 1,390 | 0.0% | 0.0% | 135 | -516 | -3.88% | Q1 2026 | Apr 30, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 12,600 | 1,371 | 0.0% | 0.0% | 136 | -31,500 | -71.43% | Q1 2026 | May 15, 2026 |
| Claret Asset Management Corp | History | Added to | 12,461 | 1,356 | 0.16% | 0.15% | 137 | +132 | 1.07% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 12,081 | 1,312 | 0.0% | — | 138 | +12,081 | New | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | New | 11,492 | 1,248 | 0.01% | — | 139 | +11,492 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 11,398 | 1,238 | 0.0% | 0.0% | 140 | +4,531 | 65.98% | Q1 2026 | May 06, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 11,256 | 1,202 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Investment Management Corp of Ontario | History | Added to | 10,957 | 1,190 | 0.02% | 0.01% | 142 | +1,500 | 15.86% | Q1 2026 | May 15, 2026 |
| SEB Asset Management AB | History | New | 10,774 | 1,169 | 0.0% | — | 143 | +10,774 | New | Q1 2026 | May 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,007 | 1,085 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pathstone Holdings, LLC | History | Added to | 9,845 | 1,069 | 0.0% | 0.0% | 145 | +112 | 1.15% | Q1 2026 | May 11, 2026 |
| Cumberland Partners Ltd | History | New | 9,710 | 1,054 | 0.08% | — | 146 | +9,710 | New | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 8,907 | 967 | 0.0% | 0.01% | 147 | -10,527 | -54.17% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 8,798 | 952 | 0.0% | 0.0% | 148 | +8,198 | 1366.33% | Q1 2026 | May 13, 2026 |
| Utah Retirement Systems | History | No change | 8,748 | 949 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Korea Investment CORP | History | Reduced | 8,237 | 893 | 0.0% | 0.0% | 150 | -9,590 | -53.79% | Q1 2026 | May 12, 2026 |
| BCV Asset Management Inc. | History | New | 7,996 | 832 | 0.03% | — | 152 | +7,996 | New | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Added to | 7,660 | 832 | 0.0% | 0.0% | 151 | +19 | 0.25% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,488 | 813 | 0.0% | 0.01% | 153 | -7,013 | -48.36% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 7,761 | 802 | 0.0% | 0.0% | 154 | -316 | -3.91% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 7,001 | 760 | 0.0% | 0.0% | 155 | -3,589 | -33.89% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Reduced | 6,976 | 757 | 0.08% | 0.12% | 156 | -2,625 | -27.34% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 6,879 | 748 | 0.0% | 0.01% | 157 | -4,105 | -37.37% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 6,786 | 737 | 0.0% | 0.0% | 158 | +543 | 8.7% | Q1 2026 | May 13, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | No change | 6,583 | 715 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CenterBook Partners LP | History | Reduced | 6,512 | 707 | 0.04% | 0.05% | 160 | -3,474 | -34.79% | Q1 2026 | May 05, 2026 |
| Perbak Capital Partners LLP | History | Reduced | 6,333 | 687 | 0.17% | 0.22% | 161 | -539 | -7.84% | Q1 2026 | May 15, 2026 |
| Gold Investment Management Ltd. | History | No change | 6,302 | 685 | 0.21% | 0.21% | 162 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Graham Capital Management, L.P. | History | New | 6,127 | 665 | 0.02% | — | 163 | +6,127 | New | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 5,983 | 651 | 0.0% | 0.0% | 164 | +4,396 | 277.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 4,077 | 595 | 0.0% | 0.0% | 165 | +2,009 | 97.15% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 5,361 | 584 | 0.01% | 0.01% | 166 | -46 | -0.85% | Q1 2026 | May 11, 2026 |
| Cardinal Point Capital Management ULC | History | Reduced | 5,290 | 574 | 0.04% | 0.04% | 167 | -50 | -0.94% | Q1 2026 | Apr 20, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 5,220 | 567 | 0.09% | — | 168 | +5,220 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 5,162 | 560 | 0.0% | 0.0% | 169 | +3,017 | 140.65% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 5,154 | 559 | 0.01% | 0.01% | 170 | -634 | -10.95% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 5,059 | 549 | 0.0% | 0.0% | 171 | -105 | -2.03% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 5,016 | 544 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Shay Capital LLC | History | New | 5,000 | 543 | 0.05% | — | 173 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 4,843 | 525 | 0.0% | 0.0% | 174 | +674 | 16.17% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 4,642 | 504 | 0.0% | — | 175 | +4,642 | New | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 4,297 | 466 | 0.01% | 0.01% | 176 | +21 | 0.49% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 4,259 | 462 | 0.0% | 0.0% | 177 | -492 | -10.36% | Q1 2026 | May 14, 2026 |
| Americana Partners, LLC | History | No change | 4,119 | 447 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ewing Morris & Co. Investment Partners Ltd. | History | Added to | 3,848 | 419 | 0.19% | 0.11% | 179 | +1,487 | 62.98% | Q1 2026 | May 11, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 3,495 | 379 | 0.0% | 0.0% | 180 | -2,358 | -40.29% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 3,499 | 379 | 0.0% | 0.0% | 181 | +940 | 36.73% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | Added to | 3,242 | 352 | 0.02% | 0.02% | 182 | +5 | 0.15% | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | Added to | 3,042 | 330 | 0.0% | 0.0% | 183 | +216 | 7.64% | Q1 2026 | May 04, 2026 |
| Capital International Investors | History | Reduced | 3,141 | 329 | 0.0% | 0.0% | 184 | -3,501 | -52.71% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 2,546 | 276 | 0.0% | — | 185 | +2,546 | New | Q1 2026 | May 12, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 2,540 | 275 | 0.0% | — | 186 | +2,540 | New | Q1 2026 | May 01, 2026 |
| Jefferies Financial Group Inc. | History | New | 2,386 | 259 | 0.0% | — | 187 | +2,386 | New | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Reduced | 2,160 | 234 | 0.0% | 0.0% | 188 | -207 | -8.75% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,105 | 228 | 0.0% | 0.0% | 189 | -56 | -2.59% | Q1 2026 | May 14, 2026 |
| CastleKnight Management LP | History | New | 2,000 | 217 | 0.0% | — | 190 | +2,000 | New | Q1 2026 | May 15, 2026 |
| UniSuper Management Pty Ltd | History | New | 1,400 | 211 | 0.0% | — | 191 | +1,400 | New | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 1,998 | 206 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SG Americas Securities, LLC | History | Added to | 1,700 | 185 | 0.0% | 0.0% | 193 | +621 | 57.55% | Q1 2026 | Apr 16, 2026 |
| OSLO PENSJONSFORSIKRING AS | History | New | 1,700 | 184 | 0.03% | — | 194 | +1,700 | New | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,553 | 168 | 0.0% | 0.0% | 195 | -31 | -1.96% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 864 | 93 | 0.0% | 0.0% | 196 | +707 | 450.32% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 767 | 83 | 0.0% | 0.0% | 197 | +711 | 1269.64% | Q1 2026 | May 13, 2026 |
| NATIXIS | History | Added to | 767 | 83 | 0.0% | 0.0% | 198 | +100 | 14.99% | Q1 2026 | May 14, 2026 |
| Tacita Capital Inc | History | No change | 701 | 76 | 0.04% | 0.04% | 199 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 633 | 69 | 0.07% | 0.02% | 200 | +405 | 177.63% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | New | 548 | 59 | 0.0% | — | 201 | +548 | New | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 541 | 58 | 0.0% | 0.0% | 202 | -23 | -4.08% | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 338 | 36 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 327 | 35 | 0.0% | 0.0% | 204 | -178 | -35.25% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 319 | 34 | 0.0% | 0.0% | 205 | -2 | -0.62% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 277 | 30 | 0.0% | 0.0% | 206 | +161 | 138.79% | Q1 2026 | Apr 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 274 | 29 | 0.0% | 0.0% | 209 | -36 | -11.61% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 273 | 29 | 0.0% | 0.0% | 207 | -24 | -8.08% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Reduced | 275 | 29 | 0.0% | 0.0% | 208 | -7 | -2.48% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 194 | 21 | 0.0% | 0.0% | 210 | +68 | 53.97% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | No change | 189 | 20 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 155 | 16 | 0.0% | 0.0% | 212 | +126 | 434.48% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 124 | 13 | 0.0% | 0.0% | 213 | -13 | -9.49% | Q1 2026 | Apr 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 105 | 11 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 8,880 | 9 | 0.0% | 0.0% | 215 | -15,292 | -63.26% | Q1 2026 | Apr 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 69 | 7 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | No change | 76 | 7 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 57 | 6 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Advisory Services Network, LLC | History | New | 53 | 5 | 0.0% | — | 220 | +53 | New | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 54 | 5 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 44 | 4 | 0.0% | 0.0% | 222 | +27 | 158.82% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 41 | 4 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 34 | 3 | 0.0% | 0.0% | 224 | -34 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Kozak & Associates, Inc. | History | No change | 28 | 3 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 35 | 3 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 27 | 2 | 0.0% | 0.0% | 226 | -104 | -79.39% | Q1 2026 | May 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 24 | 2 | 0.0% | — | 231 | +24 | New | Q1 2026 | May 12, 2026 |
| MATHER GROUP, LLC. | History | New | 20 | 2 | 0.0% | — | 230 | +20 | New | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | New | 19 | 2 | 0.0% | — | 229 | +19 | New | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 27 | 2 | 0.0% | 0.0% | 228 | +12 | 80.0% | Q1 2026 | Apr 20, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 18 | 2 | 0.0% | 0.0% | 227 | -1 | -5.26% | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | New | 18 | 1 | 0.0% | — | 238 | +18 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 10 | 1 | 0.0% | 0.0% | 232 | -9 | -47.37% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 18 | 1 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | No change | 14 | 1 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CVA Family Office, LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Waratah Capital Advisors Ltd. | History | Closed out | 0 | 0 | — | 0.35% | — | -100,600 | -100.0% | Q1 2026 | May 11, 2026 |
| Polar Asset Management Partners Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -25,000 | -100.0% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -24,661 | -100.0% | Q1 2026 | May 15, 2026 |
| Canoe Financial LP | History | Closed out | 0 | 0 | — | 0.02% | — | -16,200 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -15,600 | -100.0% | Q1 2026 | May 14, 2026 |
| Caldwell Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.91% | — | -14,200 | -100.0% | Q1 2026 | May 14, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -10,522 | -100.0% | Q1 2026 | May 15, 2026 |
| Bristol Gate Capital Partners Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -6,940 | -100.0% | Q1 2026 | May 12, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,759 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,746 | -100.0% | Q1 2026 | May 15, 2026 |
| LRT Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -4,514 | -100.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,085 | -100.0% | Q1 2026 | May 08, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Timelo Investment Management Inc. | History | Closed out | 0 | 0 | — | 0.1% | — | -2,800 | -100.0% | Q1 2026 | May 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -2,643 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,352 | -100.0% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -2,300 | -100.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5 | 0 | — | 0.0% | — | -2,270 | -99.78% | Q1 2026 | May 12, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -2,268 | -100.0% | Q1 2026 | May 15, 2026 |
| ASAHI LIFE ASSET MANAGEMENT CO., LTD. | History | Closed out | 0 | 0 | — | 0.13% | — | -2,178 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Closed out | 0 | 0 | — | 0.0% | — | -1,800 | -100.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -1,527 | -100.0% | Q1 2026 | May 13, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,416 | -100.0% | Q1 2026 | May 14, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 12, 2026 |
| Beutel, Goodman & Co Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -145 | -100.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 21, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 9 | 0 | — | — | — | +7 | 350.0% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q1 2026 | Apr 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Parkside Financial Bank & Trust | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Planning Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| SageView Advisory Group, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Nemes Rush Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |