TIM S.A. - TIMB
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Robeco Institutional Asset Management B.V. | History | Added to | 4,005,801 | 106,113 | 0.15% | 0.1% | 1 | +536,823 | 15.47% | Q1 2026 | Apr 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,786,425 | 47,322 | 0.07% | 0.06% | 2 | -61,961 | -3.35% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 1,330,774 | 35,252 | 0.0% | 0.0% | 3 | +196,722 | 17.35% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,198,675 | 31,752 | 0.02% | 0.02% | 4 | -400,021 | -25.02% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 1,192,831 | 31,598 | 0.05% | 0.04% | 5 | -156,209 | -11.58% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | New | 1,372,105 | 26,687 | 0.01% | — | 6 | +1,372,105 | New | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 926,670 | 23,602 | 0.0% | 0.0% | 7 | +487,570 | 111.04% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 718,140 | 19,023 | 0.01% | 0.01% | 8 | +158,290 | 28.27% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 676,225 | 18,218 | 0.0% | 0.0% | 9 | +18,386 | 2.79% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 616,698 | 16,336 | 0.24% | 0.18% | 10 | -17,946 | -2.83% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 564,974 | 14,966 | 0.0% | 0.0% | 11 | +27,558 | 5.13% | Q1 2026 | May 05, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 505,198 | 13,382 | 0.0% | — | 12 | +505,198 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 490,478 | 12,992 | 0.03% | 0.02% | 13 | +78,379 | 19.02% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 411,766 | 10,907 | 0.05% | 0.05% | 14 | -10,875 | -2.57% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 544,728 | 10,594 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 378,205 | 10,018 | 0.01% | 0.01% | 16 | +42,370 | 12.62% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 359,578 | 9,525 | 0.02% | 0.01% | 17 | +168,737 | 88.42% | Q1 2026 | May 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 293,536 | 7,476 | 0.01% | 0.01% | 18 | -94,019 | -24.26% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 251,330 | 6,657 | 0.0% | 0.0% | 19 | +167,504 | 199.82% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 228,309 | 6,047 | 0.0% | 0.0% | 20 | -250,774 | -52.34% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 217,879 | 5,771 | 0.01% | 0.0% | 21 | +165,750 | 317.96% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | No change | 200,968 | 5,280 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 164,076 | 4,346 | 0.0% | — | 23 | +164,076 | New | Q1 2026 | May 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 160,786 | 4,259 | 0.03% | 0.02% | 24 | +11,084 | 7.4% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 160,219 | 4,244 | 0.0% | 0.0% | 25 | +66,907 | 71.7% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 156,090 | 4,134 | 0.0% | 0.0% | 26 | -25,303 | -13.95% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 153,354 | 4,062 | 0.03% | 0.01% | 27 | +87,732 | 133.69% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 145,541 | 3,855 | 0.01% | — | 28 | +145,541 | New | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 140,520 | 3,722 | 0.06% | 0.05% | 29 | -7,432 | -5.02% | Q1 2026 | Apr 20, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 186,730 | 3,631 | 0.24% | 0.24% | 30 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 135,167 | 3,578 | 0.0% | 0.0% | 31 | +48,232 | 55.48% | Q1 2026 | Apr 30, 2026 |
| Boston Partners | History | Added to | 129,950 | 3,442 | 0.0% | 0.0% | 32 | +89,947 | 224.85% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 127,823 | 3,386 | 0.0% | 0.0% | 33 | +29,674 | 30.23% | Q1 2026 | May 15, 2026 |
| Altman Advisors, Inc. | History | Reduced | 120,636 | 3,195 | 1.32% | 0.89% | 34 | -947 | -0.78% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 115,896 | 3,070 | 0.0% | 0.0% | 35 | +53,617 | 86.09% | Q1 2026 | May 07, 2026 |
| GABELLI FUNDS LLC | History | No change | 102,575 | 2,717 | 0.02% | 0.01% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 101,199 | 2,680 | 0.0% | — | 37 | +101,199 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 94,380 | 2,500 | 0.0% | 0.0% | 38 | +2,437 | 2.65% | Q1 2026 | May 07, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 90,415 | 2,395 | 0.01% | 0.0% | 39 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 89,317 | 2,366 | 0.0% | 0.0% | 40 | +2,599 | 3.0% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 82,230 | 2,178 | 0.0% | 0.0% | 41 | +54,580 | 197.4% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 80,757 | 2,139 | 0.0% | 0.0% | 42 | +1,267 | 1.59% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 73,957 | 1,959 | 0.18% | 0.14% | 43 | +729 | 1.0% | Q1 2026 | Apr 24, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 71,505 | 1,894 | 0.01% | — | 44 | +71,505 | New | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 66,306 | 1,756 | 0.01% | 0.01% | 45 | +12,485 | 23.2% | Q1 2026 | May 08, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 63,902 | 1,692 | 0.0% | 0.0% | 46 | -17,800 | -21.79% | Q1 2026 | Apr 30, 2026 |
| Tredje AP-fonden | History | New | 61,800 | 1,637 | 0.01% | — | 47 | +61,800 | New | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 57,626 | 1,524 | 0.0% | 0.01% | 48 | -102,546 | -64.02% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 56,200 | 1,488 | 0.0% | — | 49 | +56,200 | New | Q1 2026 | May 15, 2026 |
| CAPITAL INSIGHT PARTNERS, LLC | History | No change | 66,596 | 1,325 | 0.28% | 0.28% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 46,556 | 1,232 | 0.0% | 0.0% | 51 | -15,679 | -25.19% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Reduced | 41,392 | 1,109 | 0.03% | 0.02% | 52 | -208 | -0.5% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 56,900 | 1,106 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DGS Capital Management, LLC | History | Added to | 40,919 | 1,083 | 0.18% | 0.13% | 54 | +753 | 1.87% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Reduced | 39,899 | 1,056 | 0.0% | 0.0% | 55 | -2,265 | -5.37% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 37,979 | 1,006 | 0.0% | — | 56 | +37,979 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 37,904 | 1,004 | 0.0% | 0.0% | 57 | -3,245 | -7.89% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 37,655 | 997 | 0.0% | 0.0% | 58 | +1,220 | 3.35% | Q1 2026 | May 15, 2026 |
| GAM Holding AG | History | No change | 50,000 | 972 | 0.06% | 0.06% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Mariner, LLC | History | Added to | 36,020 | 953 | 0.0% | 0.0% | 60 | +4,295 | 13.54% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | New | 34,370 | 910 | 0.12% | — | 61 | +34,370 | New | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 33,119 | 877 | 0.01% | 0.01% | 62 | +5,551 | 20.14% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Added to | 32,995 | 874 | 0.01% | 0.01% | 63 | +3,638 | 12.39% | Q1 2026 | Apr 27, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 31,934 | 853 | 0.0% | 0.0% | 64 | +1,109 | 3.6% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 31,778 | 841 | 0.0% | 0.0% | 65 | -3,678 | -10.37% | Q1 2026 | May 04, 2026 |
| Aprio Wealth Management, LLC | History | Reduced | 27,762 | 735 | 0.04% | 0.03% | 66 | -115 | -0.41% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 26,450 | 700 | 0.0% | 0.0% | 67 | -2,828 | -9.66% | Q1 2026 | May 14, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 26,102 | 698 | 0.02% | 0.01% | 68 | -1,742 | -6.26% | Q1 2026 | May 15, 2026 |
| Qtron Investments LLC | History | Added to | 24,624 | 652 | 0.09% | 0.06% | 69 | +2,141 | 9.52% | Q1 2026 | May 15, 2026 |
| Sanchez Gaunt Capital Management, LLC | History | New | 23,522 | 623 | 0.39% | — | 70 | +23,522 | New | Q1 2026 | Apr 14, 2026 |
| OMERS ADMINISTRATION Corp | History | No change | 22,321 | 591 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RFG Advisory, LLC | History | New | 21,796 | 577 | 0.01% | — | 72 | +21,796 | New | Q1 2026 | Apr 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 21,682 | 574 | 0.01% | 0.0% | 73 | +529 | 2.5% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 21,479 | 568 | 0.02% | 0.01% | 74 | +4,802 | 28.79% | Q1 2026 | Apr 29, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 20,719 | 548 | 0.0% | 0.0% | 75 | -1,965 | -8.66% | Q1 2026 | Apr 30, 2026 |
| Ballentine Partners, LLC | History | Added to | 20,372 | 539 | 0.01% | 0.01% | 76 | +1,655 | 8.84% | Q1 2026 | May 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 20,317 | 538 | 0.06% | 0.04% | 77 | -607 | -2.9% | Q1 2026 | May 06, 2026 |
| Vise Technologies, Inc. | History | No change | 26,707 | 519 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HRT FINANCIAL LP | History | New | 19,386 | 513 | 0.0% | — | 79 | +19,386 | New | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 19,580 | 498 | 0.09% | — | 81 | +19,580 | New | Q1 2026 | May 12, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 18,812 | 498 | 0.01% | 0.0% | 80 | +4,358 | 30.15% | Q1 2026 | Apr 27, 2026 |
| Aquatic Capital Management LLC | History | New | 18,439 | 488 | 0.01% | — | 82 | +18,439 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 18,179 | 481 | 0.0% | 0.0% | 83 | +14,385 | 379.15% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 18,122 | 480 | 0.0% | 0.0% | 84 | -4,443 | -19.69% | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 18,088 | 479 | 0.01% | 0.01% | 85 | -3,546 | -16.39% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 17,997 | 476 | 0.0% | — | 86 | +17,997 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | New | 17,848 | 472 | 0.0% | — | 87 | +17,848 | New | Q1 2026 | May 06, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 16,554 | 438 | 0.03% | 0.02% | 88 | +787 | 4.99% | Q1 2026 | Apr 28, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 15,874 | 420 | 0.0% | 0.0% | 89 | +3,130 | 24.56% | Q1 2026 | May 08, 2026 |
| VPR Management LLC | History | No change | 15,760 | 417 | 0.17% | 0.14% | 90 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 14,985 | 396 | 0.0% | 0.0% | 91 | -28,014 | -65.15% | Q1 2026 | May 05, 2026 |
| Northwest & Ethical Investments L.P. | History | New | 14,600 | 386 | 0.01% | — | 92 | +14,600 | New | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 14,309 | 379 | 0.0% | 0.0% | 93 | +2,668 | 22.92% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 14,245 | 377 | 0.0% | 0.0% | 94 | -9,085 | -38.94% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 14,202 | 376 | 0.0% | — | 95 | +14,202 | New | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 12,542 | 332 | 0.09% | — | 96 | +12,542 | New | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | New | 11,800 | 312 | 0.03% | — | 97 | +11,800 | New | Q1 2026 | Apr 16, 2026 |
| SG Americas Securities, LLC | History | New | 11,068 | 293 | 0.0% | — | 98 | +11,068 | New | Q1 2026 | Apr 16, 2026 |
| D'Orazio & Associates, Inc. | History | New | 10,817 | 286 | 0.04% | — | 99 | +10,817 | New | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 10,332 | 274 | 0.0% | 0.0% | 100 | -75 | -0.72% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | New | 10,230 | 272 | 0.0% | — | 101 | +10,230 | New | Q1 2026 | May 11, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,111 | 267 | 0.03% | — | 102 | +10,111 | New | Q1 2026 | May 15, 2026 |
| Beck Bode, LLC | History | Reduced | 10,079 | 266 | 0.05% | 0.05% | 103 | -6,025 | -37.41% | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | New | 9,979 | 264 | 0.0% | — | 104 | +9,979 | New | Q1 2026 | May 13, 2026 |
| JMN Financial LLC | History | Reduced | 9,190 | 245 | 0.24% | 0.21% | 105 | -1,484 | -13.9% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | New | 9,095 | 240 | 0.0% | — | 106 | +9,095 | New | Q1 2026 | May 08, 2026 |
| NIA IMPACT ADVISORS, LLC | History | New | 8,408 | 222 | 0.1% | — | 107 | +8,408 | New | Q1 2026 | May 08, 2026 |
| World Investment Advisors | History | New | 8,197 | 217 | 0.0% | — | 108 | +8,197 | New | Q1 2026 | Apr 27, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | New | 8,125 | 215 | 0.0% | — | 109 | +8,125 | New | Q1 2026 | May 15, 2026 |
| Argentarii, LLC | History | New | 7,862 | 208 | 0.07% | — | 110 | +7,862 | New | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | New | 7,764 | 205 | 0.0% | — | 111 | +7,764 | New | Q1 2026 | Apr 24, 2026 |
| Holistic Financial Partners | History | New | 7,690 | 203 | 0.08% | — | 112 | +7,690 | New | Q1 2026 | May 05, 2026 |
| Virtus Investment Advisers, LLC | History | Reduced | 7,333 | 194 | 0.05% | 0.04% | 113 | -773 | -9.54% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 6,562 | 173 | 0.0% | 0.0% | 114 | -84 | -1.26% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 6,011 | 159 | 0.0% | 0.0% | 115 | -583 | -8.84% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Reduced | 6,020 | 159 | 0.0% | 0.0% | 116 | -364 | -5.7% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,760 | 152 | 0.0% | 0.0% | 117 | +234 | 4.23% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 5,402 | 143 | 0.0% | 0.0% | 118 | -33,358 | -86.06% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 5,264 | 139 | 0.0% | 0.0% | 119 | +127 | 2.47% | Q1 2026 | Apr 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 5,047 | 133 | 0.0% | 0.0% | 120 | -40,293 | -88.87% | Q1 2026 | May 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 4,808 | 127 | 0.02% | — | 121 | +4,808 | New | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,604 | 123 | 0.0% | 0.0% | 122 | -419 | -8.34% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 4,544 | 120 | 0.0% | 0.0% | 123 | +1,925 | 73.5% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 4,325 | 114 | 0.0% | 0.0% | 124 | +440 | 11.33% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 4,191 | 111 | 0.01% | 0.01% | 125 | +386 | 10.14% | Q1 2026 | Apr 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 4,090 | 108 | 0.0% | 0.0% | 126 | -122 | -2.9% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,625 | 96 | 0.0% | 0.0% | 127 | +3,096 | 585.26% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,556 | 94 | 0.0% | 0.0% | 128 | -555 | -13.5% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 3,573 | 94 | 0.0% | 0.0% | 129 | +11 | 0.31% | Q1 2026 | Apr 06, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 2,854 | 75 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,312 | 61 | 0.0% | 0.0% | 131 | +126 | 5.76% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | New | 1,878 | 49 | 0.0% | — | 132 | +1,878 | New | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,258 | 33 | 0.0% | 0.0% | 133 | -155 | -10.97% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Added to | 21,510 | 21 | 0.0% | 0.0% | 134 | +6,959 | 47.82% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 819 | 21 | 0.0% | — | 135 | +819 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 708 | 18 | 0.0% | 0.0% | 136 | +485 | 217.49% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 714 | 18 | 0.0% | 0.0% | 137 | -1 | -0.14% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 645 | 17 | 0.01% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 616 | 16 | 0.01% | — | 139 | +616 | New | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 593 | 15 | 0.0% | 0.0% | 140 | +422 | 246.78% | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 594 | 15 | 0.0% | 0.0% | 141 | +12 | 2.06% | Q1 2026 | Apr 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 525 | 13 | 0.0% | 0.01% | 142 | -787 | -59.98% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | New | 479 | 12 | 0.0% | — | 144 | +479 | New | Q1 2026 | May 11, 2026 |
| Byrne Asset Management LLC | History | Reduced | 490 | 12 | 0.01% | 0.01% | 143 | -135 | -21.6% | Q1 2026 | Apr 02, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 452 | 11 | 0.0% | — | 145 | +450 | 22500.0% | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 438 | 11 | 0.0% | — | 146 | +435 | 14500.0% | Q1 2026 | May 15, 2026 |
| Acumen Wealth Advisors, LLC | History | New | 253 | 6 | 0.0% | — | 147 | +253 | New | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | No change | 189 | 5 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Dogwood Wealth Management LLC | History | New | 183 | 4 | 0.0% | — | 151 | +183 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 155 | 4 | 0.0% | — | 150 | +155 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | No change | 161 | 4 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 117 | 3 | 0.0% | — | 152 | +92 | 368.0% | Q1 2026 | Apr 21, 2026 |
| Larson Financial Group LLC | History | Added to | 114 | 3 | 0.0% | — | 154 | +90 | 375.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 142 | 3 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 117 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 182 | 3 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 76 | 2 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 79 | 2 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 145 | 2 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Navigoe, LLC | History | No change | 108 | 2 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 49 | 1 | 0.0% | 0.0% | 162 | -128 | -72.32% | Q1 2026 | May 13, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 62 | 1 | 0.0% | 0.0% | 163 | -8 | -11.43% | Q1 2026 | May 06, 2026 |
| NBC SECURITIES, INC. | History | No change | 63 | 1 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Allianz Asset Management GmbH | History | Closed out | 0 | 0 | — | 0.0% | — | -119,739 | -100.0% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -105,334 | -100.0% | Q1 2026 | May 15, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -66,932 | -100.0% | Q1 2026 | May 14, 2026 |
| GOLDENTREE ASSET MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.07% | — | -65,010 | -100.0% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -64,400 | -100.0% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -45,632 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -38,702 | -100.0% | Q1 2026 | May 04, 2026 |
| Archford Capital Strategies, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -34,766 | -100.0% | Q1 2026 | Apr 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -31,607 | -100.0% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -11,403 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -10,683 | -100.0% | Q1 2026 | May 11, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,567 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,994 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -631 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -51 | -100.0% | Q1 2026 | May 13, 2026 |
| Frazier Financial Advisors, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 05, 2026 |
| Investors Portfolio Services LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | Added to | 18 | 0 | — | — | — | +5 | 38.46% | Q1 2026 | Apr 22, 2026 |
| True Wealth Design, LLC | History | Added to | 17 | 0 | — | — | — | +4 | 30.77% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 24, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |