Talen Energy Corp - TLN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 4,457,654 | 1,670,907 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 4,090,497 | 1,305,809 | 0.02% | 0.03% | 2 | +90,774 | 2.27% | Q1 2026 | May 13, 2026 |
| Rubric Capital Management LP | History | No change | 3,602,171 | 1,149,921 | 12.18% | 16.15% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MFN Partners Management, LP | History | No change | 3,000,000 | 957,690 | 20.06% | 23.89% | 4 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,096,199 | 669,169 | 0.04% | — | 5 | +2,096,199 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,046,365 | 653,261 | 0.02% | — | 6 | +2,046,365 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,880,091 | 600,181 | 0.07% | 0.05% | 7 | +633,669 | 50.84% | Q1 2026 | May 15, 2026 |
| LONE PINE CAPITAL LLC | History | Added to | 1,817,947 | 580,343 | 4.63% | 3.56% | 8 | +525,431 | 40.65% | Q1 2026 | May 15, 2026 |
| Sachem Head Capital Management LP | History | Added to | 1,547,500 | 494,008 | 11.9% | 8.79% | 9 | +547,500 | 54.75% | Q1 2026 | May 15, 2026 |
| REAVES W H & CO INC | History | Reduced | 1,510,697 | 482,259 | 8.0% | 9.98% | 10 | -11,000 | -0.72% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 1,343,015 | 428,730 | 0.01% | 0.02% | 11 | +21,535 | 1.63% | Q1 2026 | May 15, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 1,185,953 | 378,591 | 1.66% | 2.65% | 12 | -618,141 | -34.26% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 963,572 | 307,601 | 0.05% | 0.08% | 13 | -477,809 | -33.15% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 957,221 | 305,573 | 0.05% | 0.03% | 14 | +341,479 | 55.46% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 909,910 | 290,558 | 0.02% | 0.03% | 15 | -139,286 | -13.28% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 852,261 | 272,067 | 0.11% | 0.06% | 16 | +498,362 | 140.82% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 791,463 | 252,658 | 0.03% | 0.02% | 17 | +496,067 | 167.93% | Q1 2026 | May 12, 2026 |
| Capital World Investors | History | No change | 774,999 | 247,402 | 0.03% | 0.04% | 18 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NORGES BANK | History | No change | 602,736 | 225,929 | 0.02% | 0.02% | 19 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CARRONADE CAPITAL MANAGEMENT, LP | History | Added to | 644,484 | 205,739 | 2.69% | 2.95% | 20 | +67,245 | 11.65% | Q1 2026 | May 15, 2026 |
| Two Seas Capital LP | History | Added to | 579,129 | 184,875 | 2.58% | 3.03% | 21 | +187,155 | 47.75% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 544,677 | 173,877 | 0.01% | 0.01% | 22 | -100,676 | -15.6% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 525,214 | 167,664 | 0.55% | 0.6% | 23 | -44,185 | -7.76% | Q1 2026 | May 08, 2026 |
| OAKTREE CAPITAL MANAGEMENT LP | History | Reduced | 481,117 | 153,586 | 2.34% | 3.37% | 24 | -150,000 | -23.77% | Q1 2026 | May 20, 2026 |
| Attestor Capital Ltd | History | Added to | 479,936 | 153,209 | 40.37% | 25.46% | 25 | +336,098 | 233.66% | Q1 2026 | Apr 24, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 443,821 | 141,681 | 0.07% | 0.08% | 26 | +40,742 | 10.11% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 406,498 | 129,766 | 0.01% | 0.01% | 27 | -30,925 | -7.07% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 396,057 | 126,433 | 0.02% | 0.02% | 28 | +26,959 | 7.3% | Q1 2026 | May 15, 2026 |
| YACKTMAN ASSET MANAGEMENT LP | History | Reduced | 359,900 | 114,890 | 1.53% | 1.89% | 29 | -100 | -0.03% | Q1 2026 | May 01, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 334,391 | 106,747 | 0.11% | 0.1% | 30 | +54,868 | 19.63% | Q1 2026 | Apr 22, 2026 |
| UBS Group AG | History | Added to | 332,489 | 106,140 | 0.02% | 0.02% | 31 | +75,274 | 29.27% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 329,069 | 105,048 | 0.01% | 0.0% | 32 | +220,679 | 203.6% | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Reduced | 322,497 | 102,950 | 0.02% | 0.02% | 33 | -12,880 | -3.84% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 318,975 | 101,826 | 0.01% | 0.01% | 34 | +6,997 | 2.24% | Q1 2026 | May 14, 2026 |
| Deltroit Asset Management (UK) LLP | History | Added to | 310,380 | 99,082 | 15.92% | 15.0% | 35 | +35,380 | 12.87% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 301,964 | 96,396 | 0.08% | 0.1% | 36 | -19,094 | -5.95% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 300,578 | 95,953 | 0.02% | 0.02% | 37 | +1,643 | 0.55% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 299,600 | 95,641 | 0.03% | 0.04% | 38 | +36,600 | 13.92% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 284,008 | 90,663 | 0.02% | — | 39 | +284,008 | New | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 275,105 | 87,821 | 0.05% | 0.04% | 40 | +112,317 | 69.0% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Added to | 266,099 | 84,946 | 0.38% | 0.36% | 41 | +855 | 0.32% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 257,438 | 84,460 | 0.14% | 0.18% | 42 | -27,972 | -9.8% | Q1 2026 | May 05, 2026 |
| Glendon Capital Management LP | History | Reduced | 257,024 | 82,049 | 10.19% | 5.91% | 43 | -7,918 | -2.99% | Q1 2026 | May 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 253,851 | 81,036 | 0.32% | 0.18% | 44 | +115,238 | 83.14% | Q1 2026 | May 15, 2026 |
| DG Capital Management, LLC | History | Added to | 252,144 | 80,491 | 24.67% | 0.41% | 45 | +249,632 | 9937.58% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 249,555 | 79,665 | 0.13% | 0.08% | 46 | +91,948 | 58.34% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 242,293 | 77,347 | 0.09% | 0.1% | 47 | -20,860 | -7.93% | Q1 2026 | May 15, 2026 |
| Atalan Capital Partners, LP | History | Reduced | 229,600 | 73,295 | 6.76% | 7.45% | 48 | -49,715 | -17.8% | Q1 2026 | May 15, 2026 |
| Two Creeks Capital Management, LP | History | Added to | 224,779 | 71,756 | 7.37% | 4.09% | 49 | +91,817 | 69.06% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 220,613 | 70,426 | 0.05% | 0.06% | 50 | -58,289 | -20.9% | Q1 2026 | May 06, 2026 |
| Blue Grotto Capital, LLC | History | Added to | 220,000 | 70,230 | 8.09% | 6.17% | 51 | +59,837 | 37.36% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 216,300 | 69,049 | 0.12% | 0.07% | 52 | +91,300 | 73.04% | Q1 2026 | May 08, 2026 |
| Bornite Capital Management LP | History | Added to | 208,800 | 66,655 | 11.21% | 7.54% | 53 | +2,800 | 1.36% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 203,400 | 64,931 | 0.12% | 0.09% | 54 | +66,600 | 48.68% | Q1 2026 | May 13, 2026 |
| Artemis Investment Management LLP | History | Added to | 191,333 | 61,079 | 0.65% | 0.25% | 55 | +136,219 | 247.16% | Q1 2026 | Apr 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 186,900 | 59,664 | 0.15% | 0.01% | 56 | +179,000 | 2265.82% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 184,399 | 58,865 | 0.02% | 0.02% | 57 | +50,144 | 37.35% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 182,995 | 58,417 | 0.03% | 0.05% | 58 | -132,502 | -42.0% | Q1 2026 | May 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 158,714 | 50,666 | 0.01% | 0.01% | 59 | +15,336 | 10.7% | Q1 2026 | May 15, 2026 |
| TREMBLANT CAPITAL GROUP | History | Added to | 157,560 | 50,297 | 1.62% | 1.16% | 60 | +36,613 | 30.27% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 158,293 | 49,550 | 0.0% | 0.01% | 61 | -235,322 | -59.78% | Q1 2026 | May 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 153,437 | 48,981 | 0.07% | 0.14% | 62 | -110,756 | -41.92% | Q1 2026 | Apr 20, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 153,413 | 48,974 | 0.03% | 0.03% | 63 | +19,071 | 14.2% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 147,394 | 47,052 | 0.01% | 0.01% | 64 | +25,850 | 21.27% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 145,451 | 46,432 | 0.0% | 0.0% | 65 | -16,400 | -10.13% | Q1 2026 | May 15, 2026 |
| TORTOISE CAPITAL ADVISORS, L.L.C. | History | Added to | 139,041 | 44,386 | 0.46% | 0.56% | 66 | +22,340 | 19.14% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 137,933 | 44,032 | 0.01% | 0.01% | 67 | +23,010 | 20.02% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 137,868 | 44,014 | 0.04% | 0.06% | 68 | -30,623 | -18.17% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 131,729 | 42,051 | 0.05% | 0.05% | 69 | +25,881 | 24.45% | Q1 2026 | May 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 131,461 | 41,966 | 0.18% | 0.19% | 70 | +7,234 | 5.82% | Q1 2026 | May 11, 2026 |
| FIL Ltd | History | Reduced | 130,675 | 41,715 | 0.03% | 0.04% | 71 | -3,459 | -2.58% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | New | 125,940 | 40,203 | 0.1% | — | 72 | +125,940 | New | Q1 2026 | May 15, 2026 |
| DENDUR CAPITAL LP | History | New | 124,000 | 39,584 | 2.9% | — | 73 | +124,000 | New | Q1 2026 | May 15, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 120,181 | 38,365 | 0.46% | 0.49% | 74 | -3,340 | -2.7% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | New | 117,539 | 37,521 | 0.15% | — | 75 | +117,539 | New | Q1 2026 | May 15, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Reduced | 117,183 | 37,358 | 0.62% | 0.73% | 76 | -7,413 | -5.95% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 115,856 | 36,984 | 0.03% | 0.03% | 77 | +3,498 | 3.11% | Q1 2026 | May 12, 2026 |
| Clearline Capital LP | History | Reduced | 113,196 | 36,135 | 1.88% | 2.47% | 78 | -20,631 | -15.42% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 110,025 | 35,110 | 0.01% | 0.01% | 79 | +3,654 | 3.44% | Q1 2026 | May 07, 2026 |
| Charter Oak Advisors LP | History | Added to | 109,931 | 35,093 | 21.27% | 26.86% | 80 | +24,687 | 28.96% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 101,953 | 32,546 | 0.02% | 0.02% | 81 | +3,718 | 3.78% | Q1 2026 | May 04, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 101,566 | 32,422 | 0.06% | 0.01% | 82 | +76,354 | 302.85% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | New | 90,995 | 29,048 | 0.36% | — | 83 | +90,995 | New | Q1 2026 | May 15, 2026 |
| TRAN CAPITAL MANAGEMENT, L.P. | History | Reduced | 90,712 | 28,957 | 3.98% | 7.19% | 84 | -69,333 | -43.32% | Q1 2026 | Apr 14, 2026 |
| CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT | History | Reduced | 89,300 | 28,507 | 1.41% | 2.52% | 85 | -27,900 | -23.81% | Q1 2026 | Apr 28, 2026 |
| Nuveen, LLC | History | Added to | 87,150 | 27,820 | 0.01% | 0.01% | 86 | +4,572 | 5.54% | Q1 2026 | Apr 30, 2026 |
| Amundi | History | Added to | 85,720 | 27,364 | 0.01% | 0.01% | 87 | +16,400 | 23.66% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Reduced | 82,940 | 26,476 | 0.06% | 0.08% | 88 | -33,077 | -28.51% | Q1 2026 | May 15, 2026 |
| OnyxPoint Global Management LP | History | Reduced | 82,565 | 26,357 | 6.21% | 11.93% | 89 | -31,798 | -27.8% | Q1 2026 | May 15, 2026 |
| Portolan Capital Management, LLC | History | Added to | 81,574 | 26,040 | 1.39% | 1.51% | 90 | +6,590 | 8.79% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 80,334 | 25,645 | 0.03% | 0.04% | 91 | -4,902 | -5.75% | Q1 2026 | May 14, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | Reduced | 80,000 | 25,538 | 3.94% | 5.7% | 92 | -7,200 | -8.26% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 79,669 | 25,432 | 0.02% | 0.04% | 93 | +12,450 | 18.52% | Q1 2026 | May 15, 2026 |
| Yaupon Capital Management LP | History | New | 79,156 | 25,268 | 0.79% | — | 94 | +79,156 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 76,840 | 24,529 | 0.01% | 0.02% | 95 | +280 | 0.37% | Q1 2026 | May 07, 2026 |
| Covalis Capital LLP | History | New | 76,237 | 24,337 | 1.5% | — | 96 | +76,237 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 74,456 | 23,768 | 0.01% | 0.02% | 97 | -1,403 | -1.85% | Q1 2026 | May 06, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 73,307 | 23,402 | 0.02% | 0.0% | 98 | +73,281 | 281850.0% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 72,122 | 23,023 | 0.16% | 0.1% | 99 | +36,868 | 104.58% | Q1 2026 | Apr 14, 2026 |
| Value Aligned Research Advisors, LLC | History | Reduced | 69,703 | 22,251 | 0.11% | 0.59% | 100 | -87,644 | -55.7% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 68,526 | 21,874 | 0.01% | 0.01% | 101 | -7,362 | -9.7% | Q1 2026 | May 15, 2026 |
| Philosophy Capital Management LLC | History | Added to | 68,315 | 21,808 | 1.34% | 1.04% | 102 | +7,556 | 12.44% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 65,482 | 20,903 | 0.01% | 0.01% | 103 | -11,012 | -14.4% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 55,563 | 20,827 | 0.01% | 0.01% | 104 | -8,839 | -13.72% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 64,542 | 20,603 | 0.0% | 0.01% | 105 | -1,130 | -1.72% | Q1 2026 | May 13, 2026 |
| GARNET EQUITY CAPITAL HOLDINGS, INC. | History | No change | 64,537 | 20,602 | 3.21% | 3.17% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Owl Creek Asset Management, L.P. | History | Reduced | 64,043 | 20,444 | 1.48% | 1.08% | 107 | -31,592 | -33.03% | Q1 2026 | May 15, 2026 |
| Engle Capital Management, L.P. | History | Reduced | 62,502 | 19,952 | 6.8% | 11.14% | 108 | -14,498 | -18.83% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 61,815 | 19,733 | 0.01% | 0.02% | 109 | +3,327 | 5.69% | Q1 2026 | May 13, 2026 |
| CastleKnight Management LP | History | Added to | 59,100 | 18,866 | 0.31% | 0.42% | 110 | +8,200 | 16.11% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 58,984 | 18,829 | 0.63% | 0.49% | 111 | +907 | 1.56% | Q1 2026 | Apr 28, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 56,864 | 18,750 | 0.05% | 0.03% | 112 | +11,264 | 24.7% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 58,441 | 18,656 | 0.0% | 0.01% | 113 | -7,624 | -11.54% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Added to | 57,398 | 18,323 | 0.03% | 0.04% | 114 | +688 | 1.21% | Q1 2026 | May 15, 2026 |
| P SCHOENFELD ASSET MANAGEMENT LP | History | Reduced | 56,378 | 17,997 | 9.78% | 7.96% | 115 | -3,700 | -6.16% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 56,328 | 17,981 | 0.06% | 0.08% | 116 | -3,654 | -6.09% | Q1 2026 | May 15, 2026 |
| Rokos Capital Management LLP | History | No change | 56,052 | 17,891 | 0.14% | 0.08% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 56,010 | 17,880 | 0.06% | 0.07% | 118 | +1,178 | 2.15% | Q1 2026 | Apr 24, 2026 |
| SELDON CAPITAL LP | History | Reduced | 55,800 | 17,813 | 6.55% | 9.2% | 119 | -15,064 | -21.26% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 54,929 | 17,534 | 0.02% | 0.01% | 120 | +30,883 | 128.43% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 54,847 | 17,508 | 0.09% | 0.02% | 121 | +43,414 | 379.73% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 54,370 | 17,356 | 0.01% | 0.01% | 122 | -3,770 | -6.48% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 53,751 | 17,158 | 0.0% | 0.0% | 123 | +16,142 | 42.92% | Q1 2026 | May 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 52,789 | 16,851 | 0.01% | 0.03% | 124 | -60,283 | -53.31% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 52,741 | 16,836 | 0.02% | 0.01% | 125 | +26,116 | 98.09% | Q1 2026 | May 12, 2026 |
| Capital International Investors | History | Reduced | 52,393 | 16,725 | 0.0% | 0.01% | 126 | -105,519 | -66.82% | Q1 2026 | May 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 47,574 | 15,187 | 0.11% | 0.12% | 127 | +5,261 | 12.43% | Q1 2026 | May 13, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | History | New | 47,000 | 15,003 | 4.57% | — | 128 | +47,000 | New | Q1 2026 | May 15, 2026 |
| National Philanthropic Trust | History | No change | 46,688 | 14,904 | 0.16% | 0.17% | 129 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 46,075 | 14,708 | 0.15% | 0.17% | 130 | +825 | 1.82% | Q1 2026 | Apr 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 45,753 | 14,605 | 0.02% | 0.01% | 131 | +8,859 | 24.01% | Q1 2026 | May 15, 2026 |
| River Road Asset Management, LLC | History | Reduced | 42,920 | 13,701 | 0.16% | 0.21% | 132 | -8,975 | -17.29% | Q1 2026 | Apr 30, 2026 |
| Ripple Effect Asset Management LP | History | Added to | 42,509 | 13,570 | 2.0% | 1.07% | 133 | +32,509 | 325.09% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 41,028 | 13,098 | 0.02% | 0.03% | 134 | +972 | 2.43% | Q1 2026 | May 01, 2026 |
| PEAK6 LLC | History | Reduced | 41,014 | 13,092 | 0.03% | 0.06% | 135 | -43,588 | -51.52% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 40,993 | 13,087 | 0.0% | 0.0% | 136 | -34,601 | -45.77% | Q1 2026 | May 15, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 40,611 | 12,964 | 0.13% | 0.18% | 137 | +3,380 | 9.08% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 40,476 | 12,921 | 0.0% | 0.0% | 138 | +12,111 | 42.7% | Q1 2026 | May 11, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 40,000 | 12,769 | 0.04% | — | 139 | +40,000 | New | Q1 2026 | May 14, 2026 |
| CLEARFIELD CAPITAL MANAGEMENT LP | History | No change | 39,100 | 12,481 | 6.64% | 6.57% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 37,600 | 12,185 | 0.14% | 0.14% | 141 | +3,552 | 10.43% | Q1 2026 | Apr 28, 2026 |
| Empowered Funds, LLC | History | Added to | 38,070 | 12,153 | 0.08% | 0.19% | 142 | +7,581 | 24.86% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 37,593 | 12,000 | 0.07% | 0.06% | 143 | +12,958 | 52.6% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 36,854 | 11,764 | 0.02% | 0.02% | 144 | +358 | 0.98% | Q1 2026 | May 08, 2026 |
| Fund 1 Investments, LLC | History | Added to | 35,000 | 11,173 | 1.28% | 0.85% | 145 | +16,500 | 89.19% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 33,851 | 10,806 | 0.01% | 0.06% | 146 | -147,814 | -81.37% | Q1 2026 | May 15, 2026 |
| NORTH POINT PORTFOLIO MANAGERS CORP/OH | History | New | 32,673 | 10,430 | 1.86% | — | 147 | +32,673 | New | Q1 2026 | Apr 24, 2026 |
| Arrow Capital Management, LLC | History | Added to | 32,340 | 10,323 | 7.16% | 6.11% | 148 | +4,296 | 15.32% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 29,150 | 10,258 | 0.18% | — | 149 | +29,150 | New | Q1 2026 | May 01, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 31,764 | 10,140 | 0.02% | 0.02% | 150 | -1,591 | -4.77% | Q1 2026 | Apr 27, 2026 |
| Aventail Capital Group, LP | History | Reduced | 31,669 | 10,109 | 0.48% | 1.14% | 151 | -20,917 | -39.78% | Q1 2026 | May 15, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 26,225 | 9,830 | 1.15% | 1.15% | 152 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 30,574 | 9,760 | 0.01% | — | 153 | +30,574 | New | Q1 2026 | May 08, 2026 |
| LONESTAR CAPITAL MANAGEMENT LLC | History | Added to | 30,000 | 9,576 | 1.43% | 0.96% | 154 | +14,000 | 87.5% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 29,608 | 9,451 | 0.02% | 0.02% | 155 | +3,058 | 11.52% | Q1 2026 | May 15, 2026 |
| Yost Capital Management, LP | History | No change | 25,059 | 9,393 | 13.63% | 13.63% | 156 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Parkwood LLC | History | Reduced | 28,983 | 9,252 | 0.82% | 1.01% | 157 | -5,981 | -17.11% | Q1 2026 | May 15, 2026 |
| Diversify Advisory Services, LLC | History | Reduced | 25,761 | 9,065 | 1.38% | 0.32% | 158 | -1,760 | -6.4% | Q1 2026 | May 01, 2026 |
| Twin Tree Management, LP | History | Reduced | 27,124 | 8,658 | 0.18% | 0.18% | 159 | -28,176 | -50.95% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 26,884 | 8,582 | 0.0% | 0.03% | 160 | +830 | 3.19% | Q1 2026 | May 04, 2026 |
| Boston Partners | History | Reduced | 26,590 | 8,489 | 0.01% | 0.01% | 161 | -1,514 | -5.39% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 26,417 | 8,433 | 0.0% | 0.01% | 162 | -29,642 | -52.88% | Q1 2026 | May 11, 2026 |
| RWC Asset Management LLP | History | Added to | 25,518 | 8,146 | 0.34% | 0.45% | 163 | +977 | 3.98% | Q1 2026 | Apr 27, 2026 |
| Tidal Investments LLC | History | Added to | 25,280 | 8,063 | 0.02% | 0.01% | 164 | +10,508 | 71.13% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 24,700 | 7,884 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DnB Asset Management AS | History | Added to | 23,766 | 7,586 | 0.03% | 0.0% | 166 | +23,072 | 3324.5% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 23,637 | 7,545 | 0.01% | 0.01% | 167 | -1,648 | -6.52% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 22,500 | 7,182 | 0.15% | 0.27% | 168 | -27,889 | -55.35% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 22,471 | 7,173 | 0.04% | 0.04% | 169 | +151 | 0.68% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Added to | 21,524 | 6,871 | 0.05% | 0.06% | 170 | +679 | 3.26% | Q1 2026 | May 08, 2026 |
| Stenham Asset Management Ltd | History | No change | 21,500 | 6,863 | 3.33% | 4.02% | 171 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 21,052 | 6,720 | 0.01% | 0.01% | 172 | +4,890 | 30.26% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 20,719 | 6,614 | 0.03% | 0.15% | 173 | -80,209 | -79.47% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 20,500 | 6,544 | 0.0% | 0.01% | 174 | -49,011 | -70.51% | Q1 2026 | May 14, 2026 |
| Steamboat Capital Partners, LLC | History | Reduced | 20,410 | 6,515 | 1.62% | 2.11% | 175 | -133 | -0.65% | Q1 2026 | May 15, 2026 |
| Arosa Capital Management LP | History | Reduced | 20,000 | 6,384 | 0.97% | 5.18% | 176 | -90,000 | -81.82% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 19,565 | 6,245 | 0.02% | 0.02% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 19,426 | 6,201 | 0.05% | 0.06% | 178 | +110 | 0.57% | Q1 2026 | Apr 29, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 19,419 | 6,199 | 0.02% | 0.02% | 179 | +410 | 2.16% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 18,974 | 6,149 | 0.13% | 0.15% | 180 | +868 | 4.79% | Q1 2026 | Apr 28, 2026 |
| Intrinsic Edge Capital Management LLC | History | New | 18,500 | 5,905 | 0.98% | — | 181 | +18,500 | New | Q1 2026 | May 18, 2026 |
| Atika Capital Management LLC | History | Reduced | 18,490 | 5,902 | 0.74% | 1.66% | 182 | -23,610 | -56.08% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 18,454 | 5,891 | 0.02% | 0.03% | 183 | +210 | 1.15% | Q1 2026 | Apr 30, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 18,389 | 5,870 | 0.0% | 0.01% | 184 | -9,718 | -34.58% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | Added to | 18,303 | 5,842 | 0.2% | 0.05% | 185 | +14,171 | 342.96% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 18,270 | 5,832 | 0.0% | — | 186 | +18,270 | New | Q1 2026 | May 08, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 18,000 | 5,746 | 0.02% | 0.06% | 187 | -31,700 | -63.78% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 17,800 | 5,682 | 0.01% | 0.01% | 188 | +4,500 | 33.83% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 17,744 | 5,664 | 0.01% | 0.01% | 189 | +9,501 | 115.26% | Q1 2026 | May 14, 2026 |
| VMS Asset Management Limited | History | Added to | 17,583 | 5,613 | 3.43% | 1.31% | 190 | +8,491 | 93.39% | Q1 2026 | May 13, 2026 |
| CenterBook Partners LP | History | Added to | 17,573 | 5,609 | 0.3% | 0.09% | 191 | +12,874 | 273.97% | Q1 2026 | May 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 17,508 | 5,589 | 0.06% | 0.07% | 192 | -1,507 | -7.93% | Q1 2026 | May 07, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 17,484 | 5,581 | 0.01% | 0.01% | 193 | -11,569 | -39.82% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,449 | 5,568 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 17,754 | 5,558 | 0.0% | 0.0% | 195 | +5,641 | 46.57% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 16,614 | 5,303 | 0.04% | 0.02% | 196 | +9,503 | 133.64% | Q1 2026 | May 14, 2026 |
| ING GROEP NV | History | Reduced | 16,500 | 5,267 | 0.03% | 0.07% | 197 | -14,300 | -46.43% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 16,492 | 5,264 | 0.01% | 0.01% | 198 | -1,887 | -10.27% | Q1 2026 | May 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 16,393 | 5,233 | 0.01% | 0.01% | 199 | -3,165 | -16.18% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 13,669 | 5,123 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 15,951 | 5,092 | 0.01% | 0.01% | 201 | -13,938 | -46.63% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 15,387 | 4,911 | 0.37% | 0.43% | 202 | -27 | -0.18% | Q1 2026 | Apr 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 15,084 | 4,815 | 0.01% | 0.0% | 203 | +13,240 | 718.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 14,992 | 4,785 | 0.01% | 0.0% | 204 | +12,962 | 638.52% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Added to | 14,202 | 4,533 | 0.08% | 0.04% | 205 | +10,608 | 295.16% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 14,085 | 4,496 | 0.02% | 0.01% | 206 | +3,998 | 39.64% | Q1 2026 | Apr 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 14,033 | 4,479 | 0.03% | 0.02% | 207 | +7,976 | 131.68% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 14,000 | 4,470 | 0.03% | 0.04% | 208 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 17,583 | 4,403 | 0.06% | 0.03% | 209 | +8,491 | 93.39% | Q1 2026 | Apr 22, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,727 | 4,382 | 0.05% | 0.06% | 210 | -454 | -3.2% | Q1 2026 | Apr 24, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 13,464 | 4,298 | 0.02% | 0.02% | 211 | +81 | 0.61% | Q1 2026 | May 05, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 13,415 | 4,282 | 0.01% | 0.0% | 212 | +13,255 | 8284.38% | Q1 2026 | May 01, 2026 |
| Marnell Management LLC | History | Added to | 13,264 | 4,234 | 1.47% | 1.05% | 213 | +7,504 | 130.28% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 13,204 | 4,215 | 0.01% | 0.02% | 214 | -615 | -4.45% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 13,200 | 4,213 | 0.07% | 0.08% | 215 | +600 | 4.76% | Q1 2026 | Apr 20, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 12,856 | 4,104 | 0.05% | 0.08% | 216 | -1,249 | -8.86% | Q1 2026 | Apr 23, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 12,850 | 4,102 | 0.81% | 0.95% | 217 | +950 | 7.98% | Q1 2026 | Apr 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 12,642 | 4,035 | 0.07% | 0.08% | 218 | +386 | 3.15% | Q1 2026 | May 15, 2026 |
| SaddleRock Capital Management LLC | History | New | 11,764 | 3,755 | 3.96% | — | 219 | +11,764 | New | Q1 2026 | May 15, 2026 |
| Candelo Capital Management LP | History | Reduced | 11,700 | 3,734 | 3.08% | 4.21% | 220 | -900 | -7.14% | Q1 2026 | May 15, 2026 |
| Purpose Unlimited Inc. | History | Reduced | 11,638 | 3,715 | 0.15% | 0.35% | 221 | -8,631 | -42.58% | Q1 2026 | May 15, 2026 |
| Riggs Asset Managment Co. Inc. | History | Added to | 11,550 | 3,687 | 0.76% | 0.86% | 222 | +210 | 1.85% | Q1 2026 | May 11, 2026 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | History | Reduced | 11,549 | 3,686 | 0.07% | 0.13% | 223 | -4,212 | -26.72% | Q1 2026 | May 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 11,111 | 3,546 | 0.01% | 0.01% | 224 | +2,698 | 32.07% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 11,000 | 3,511 | 0.02% | 0.02% | 225 | +200 | 1.85% | Q1 2026 | May 04, 2026 |
| KP Management LLC | History | No change | 11,000 | 3,511 | 0.86% | 1.14% | 226 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 9,280 | 3,478 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Altshuler Shaham Ltd | History | Reduced | 10,774 | 3,439 | 0.06% | 0.08% | 228 | -4,089 | -27.51% | Q1 2026 | May 18, 2026 |
| Arizona State Retirement System | History | Reduced | 10,667 | 3,405 | 0.02% | 0.02% | 229 | -188 | -1.73% | Q1 2026 | May 01, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 10,500 | 3,351 | 0.72% | 0.38% | 230 | +6,300 | 150.0% | Q1 2026 | May 11, 2026 |
| Potrero Capital Research LLC | History | Reduced | 10,418 | 3,325 | 2.04% | 9.78% | 231 | -67,082 | -86.56% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 10,235 | 3,267 | 0.05% | 0.04% | 232 | +12 | 0.12% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 10,118 | 3,230 | 0.0% | 0.0% | 233 | +7,901 | 356.38% | Q1 2026 | Apr 16, 2026 |
| BECK CAPITAL MANAGEMENT, LLC | History | Added to | 9,942 | 3,173 | 0.73% | 0.88% | 234 | +88 | 0.89% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,823 | 3,135 | 0.01% | — | 235 | +9,823 | New | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 9,700 | 3,096 | 0.0% | 0.15% | 236 | -355,849 | -97.35% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 9,500 | 3,032 | 0.0% | — | 237 | +9,500 | New | Q1 2026 | May 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 9,400 | 3,001 | 0.09% | 0.11% | 238 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 9,362 | 2,988 | 0.04% | 0.04% | 239 | +283 | 3.12% | Q1 2026 | Apr 29, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,908 | 2,964 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 9,167 | 2,926 | 0.01% | 0.01% | 241 | -6,726 | -42.32% | Q1 2026 | May 13, 2026 |
| Sagefield Capital LP | History | Reduced | 9,039 | 2,885 | 0.21% | 0.51% | 242 | -7,150 | -44.17% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,781 | 2,803 | 0.0% | 0.0% | 243 | +2,598 | 42.02% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 8,725 | 2,788 | 0.0% | 0.01% | 244 | -15,524 | -64.02% | Q1 2026 | Apr 30, 2026 |
| Main Management ETF Advisors, LLC | History | New | 8,713 | 2,781 | 0.1% | — | 245 | +8,713 | New | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Added to | 8,591 | 2,742 | 0.13% | 0.14% | 246 | +1,474 | 20.71% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 8,581 | 2,739 | 0.03% | 0.06% | 247 | -4,526 | -34.53% | Q1 2026 | Apr 23, 2026 |
| Pacer Advisors, Inc. | History | Added to | 8,516 | 2,718 | 0.01% | 0.01% | 248 | +278 | 3.37% | Q1 2026 | May 06, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 8,417 | 2,686 | 0.08% | 0.1% | 249 | +44 | 0.53% | Q1 2026 | May 13, 2026 |
| CHILTON INVESTMENT CO INC. | History | New | 8,069 | 2,575 | 0.06% | — | 250 | +8,069 | New | Q1 2026 | May 15, 2026 |
| Williams Jones Wealth Management, LLC. | History | Reduced | 7,952 | 2,538 | 0.03% | 0.04% | 251 | -1,324 | -14.27% | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 7,817 | 2,495 | 0.0% | 0.0% | 252 | +109 | 1.41% | Q1 2026 | May 13, 2026 |
| AXON CAPITAL LP | History | New | 7,800 | 2,489 | 3.59% | — | 253 | +7,800 | New | Q1 2026 | May 14, 2026 |
| Hartree Partners, LP | History | Reduced | 7,500 | 2,394 | 0.51% | 1.9% | 254 | -6,500 | -46.43% | Q1 2026 | May 12, 2026 |
| SPX Gestao de Recursos Ltda | History | Reduced | 7,490 | 2,391 | 0.2% | 0.36% | 255 | -2,000 | -21.07% | Q1 2026 | May 06, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 7,310 | 2,333 | 0.04% | 0.35% | 256 | -46,733 | -86.47% | Q1 2026 | Apr 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,252 | 2,321 | 0.0% | 0.0% | 257 | +75 | 1.05% | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 7,187 | 2,294 | 0.14% | 0.01% | 258 | +6,950 | 2932.49% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 7,139 | 2,278 | 0.0% | 0.0% | 259 | +2,068 | 40.78% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 7,030 | 2,244 | 0.01% | 0.01% | 260 | +1,006 | 16.7% | Q1 2026 | May 08, 2026 |
| De Lisle Partners LLP | History | No change | 7,000 | 2,234 | 0.27% | 0.34% | 261 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,663 | 2,127 | 0.01% | 0.01% | 262 | -4,966 | -42.7% | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 6,569 | 2,097 | 0.0% | 0.01% | 263 | -51,718 | -88.73% | Q1 2026 | May 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 6,484 | 2,069 | 0.01% | — | 264 | +6,484 | New | Q1 2026 | May 08, 2026 |
| Aperture Investors, LLC | History | No change | 6,285 | 2,006 | 0.25% | 0.27% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NICOLET BANKSHARES INC | History | New | 6,277 | 2,003 | 0.07% | — | 266 | +6,277 | New | Q1 2026 | May 14, 2026 |
| SUVRETTA CAPITAL MANAGEMENT, LLC | History | New | 5,970 | 1,905 | 0.05% | — | 267 | +5,970 | New | Q1 2026 | May 15, 2026 |
| Colonial River Investments, LLC | History | Added to | 5,916 | 1,888 | 0.68% | 0.72% | 268 | +491 | 9.05% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,827 | 1,860 | 0.0% | 0.0% | 269 | +1,490 | 34.36% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 5,727 | 1,828 | 0.0% | 0.0% | 270 | -138 | -2.35% | Q1 2026 | Apr 27, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 5,640 | 1,800 | 0.0% | 0.0% | 271 | -1,390 | -19.77% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,607 | 1,789 | 0.01% | 0.01% | 272 | -847 | -13.12% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 5,395 | 1,769 | 0.02% | 0.01% | 273 | +1,752 | 48.09% | Q1 2026 | Apr 07, 2026 |
| XPONANCE LLC | History | Added to | 5,502 | 1,756 | 0.01% | 0.01% | 274 | +1,283 | 30.41% | Q1 2026 | May 13, 2026 |
| Formidable Asset Management, LLC | History | Added to | 4,641 | 1,675 | 0.26% | 0.2% | 275 | +1,293 | 38.62% | Q1 2026 | Apr 22, 2026 |
| Centiva Capital, LP | History | New | 5,000 | 1,596 | 0.01% | — | 277 | +5,000 | New | Q1 2026 | May 14, 2026 |
| Union Square Park Capital Management, LLC | History | No change | 5,000 | 1,596 | 0.91% | 0.9% | 276 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 4,900 | 1,564 | 0.11% | 0.11% | 278 | +375 | 8.29% | Q1 2026 | May 05, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 4,882 | 1,558 | 0.01% | 0.15% | 279 | -70,960 | -93.56% | Q1 2026 | May 07, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 4,880 | 1,557 | 0.04% | 0.04% | 280 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 4,813 | 1,536 | 0.02% | 0.02% | 281 | +225 | 4.9% | Q1 2026 | Apr 20, 2026 |
| ALLSTATE CORP | History | New | 4,676 | 1,492 | 0.02% | — | 282 | +4,676 | New | Q1 2026 | May 11, 2026 |
| Polianta Ltd | History | New | 4,600 | 1,468 | 0.19% | — | 283 | +4,600 | New | Q1 2026 | Apr 16, 2026 |
| O'Brien Greene & Co. Inc | History | Reduced | 4,546 | 1,451 | 0.41% | 1.23% | 284 | -6,530 | -58.96% | Q1 2026 | May 06, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 4,539 | 1,448 | 0.0% | 0.0% | 285 | +73 | 1.63% | Q1 2026 | May 11, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 4,501 | 1,436 | 0.03% | 0.01% | 286 | +3,924 | 680.07% | Q1 2026 | Apr 27, 2026 |
| Ninepoint Partners LP | History | No change | 3,764 | 1,410 | 0.16% | 0.16% | 287 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALPS ADVISORS INC | History | Added to | 4,369 | 1,394 | 0.01% | 0.01% | 288 | +1,288 | 41.8% | Q1 2026 | May 08, 2026 |
| CLOVERFIELDS CAPITAL GROUP, LP | History | No change | 4,367 | 1,394 | 0.45% | 0.51% | 289 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 4,359 | 1,391 | 0.0% | 0.0% | 290 | -684 | -13.56% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 4,315 | 1,377 | 0.0% | — | 291 | +4,315 | New | Q1 2026 | May 12, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 4,250 | 1,356 | 0.17% | 0.46% | 292 | -1,180 | -21.73% | Q1 2026 | May 13, 2026 |
| Qsemble Capital Management, LP | History | Added to | 4,230 | 1,350 | 0.1% | 0.07% | 293 | +1,845 | 77.36% | Q1 2026 | May 07, 2026 |
| Defiance ETFs, LLC | History | New | 4,119 | 1,314 | 0.02% | — | 294 | +4,119 | New | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 4,036 | 1,288 | 0.01% | 0.07% | 295 | -46,687 | -92.04% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,990 | 1,274 | 0.0% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cassaday & Co Wealth Management LLC | History | No change | 3,900 | 1,244 | 0.03% | 0.03% | 297 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Mutual Advisors, LLC | History | Reduced | 3,835 | 1,224 | 0.03% | 0.05% | 298 | -2,027 | -34.58% | Q1 2026 | May 01, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | Reduced | 3,639 | 1,161 | 0.12% | 0.32% | 299 | -5,462 | -60.02% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 3,617 | 1,154 | 0.02% | 0.02% | 300 | +1 | 0.03% | Q1 2026 | May 12, 2026 |
| Fortitude Advisory Group L.L.C. | History | New | 3,586 | 1,144 | 0.51% | — | 301 | +3,586 | New | Q1 2026 | Apr 28, 2026 |
| OSSIAM | History | Added to | 3,576 | 1,141 | 0.02% | 0.01% | 302 | +1,691 | 89.71% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Reduced | 3,509 | 1,120 | 0.0% | 0.04% | 303 | -28,727 | -89.11% | Q1 2026 | May 13, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 3,416 | 1,111 | 0.09% | 0.02% | 304 | +2,830 | 482.94% | Q1 2026 | May 06, 2026 |
| MidWestOne Financial Group, Inc. | History | No change | 2,963 | 1,110 | 0.12% | 0.12% | 305 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| State of Wyoming | History | Added to | 3,466 | 1,106 | 0.13% | 0.08% | 307 | +1,604 | 86.14% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,464 | 1,106 | 0.0% | 0.0% | 306 | -28 | -0.8% | Q1 2026 | Apr 30, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 3,430 | 1,094 | 0.0% | 0.0% | 308 | +44 | 1.3% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | New | 3,412 | 1,089 | 0.05% | — | 309 | +3,412 | New | Q1 2026 | May 14, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,364 | 1,073 | 0.04% | 0.05% | 310 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Added to | 3,263 | 1,041 | 0.0% | 0.0% | 311 | +663 | 25.5% | Q1 2026 | May 12, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 3,186 | 1,017 | 0.0% | 0.0% | 312 | +322 | 11.24% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,162 | 1,009 | 0.0% | 0.01% | 313 | -761 | -19.4% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 3,159 | 1,008 | 0.01% | 0.02% | 314 | +354 | 12.62% | Q1 2026 | May 11, 2026 |
| PFG Advisors | History | Added to | 3,136 | 1,001 | 0.05% | 0.05% | 315 | +231 | 7.95% | Q1 2026 | May 05, 2026 |
| HighVista Strategies LLC | History | Reduced | 3,118 | 995 | 0.27% | 0.34% | 316 | -370 | -10.61% | Q1 2026 | May 15, 2026 |
| Catalyst Capital Advisors LLC | History | New | 3,085 | 984 | 0.02% | — | 317 | +3,085 | New | Q1 2026 | May 06, 2026 |
| South Dakota Investment Council | History | Added to | 3,063 | 978 | 0.02% | 0.02% | 318 | +203 | 7.1% | Q1 2026 | May 18, 2026 |
| INCEPTIONR LLC | History | New | 2,992 | 955 | 0.23% | — | 319 | +2,992 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Reduced | 2,962 | 945 | 0.0% | 0.0% | 320 | -7,898 | -72.73% | Q1 2026 | May 14, 2026 |
| LIBERTY ONE INVESTMENT MANAGEMENT, LLC | History | Added to | 2,950 | 941 | 0.1% | 0.1% | 321 | +771 | 35.38% | Q1 2026 | May 14, 2026 |
| Pursuit Wealth Management LLC | History | No change | 2,492 | 934 | 0.8% | 0.8% | 322 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,872 | 917 | 0.03% | 0.03% | 323 | +472 | 19.67% | Q1 2026 | Apr 21, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 2,831 | 903 | 0.0% | 0.0% | 324 | -1,475 | -34.25% | Q1 2026 | May 06, 2026 |
| Dockside LLC | History | Reduced | 2,770 | 884 | 0.22% | 0.49% | 325 | -2,274 | -45.08% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,712 | 865 | 0.01% | 0.01% | 326 | -775 | -22.23% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,664 | 864 | 0.0% | 0.0% | 327 | +1,472 | 123.49% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,687 | 857 | 0.0% | 0.01% | 328 | -3,416 | -55.97% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,222 | 832 | 0.01% | 0.01% | 329 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,568 | 819 | 0.0% | 0.0% | 330 | -41 | -1.57% | Q1 2026 | May 04, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 2,522 | 805 | 0.08% | 0.14% | 331 | -712 | -22.02% | Q1 2026 | May 07, 2026 |
| THOROUGHBRED FINANCIAL SERVICES, LLC | History | No change | 2,492 | 795 | 0.05% | 0.06% | 332 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CLEAR WAVE WEALTH MANAGEMENT LLC | History | New | 2,484 | 792 | 0.17% | — | 333 | +2,484 | New | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 2,475 | 790 | 0.0% | 0.01% | 334 | -208 | -7.75% | Q1 2026 | May 14, 2026 |
| Oak Thistle LLC | History | Added to | 2,432 | 776 | 0.08% | 0.1% | 335 | +478 | 24.46% | Q1 2026 | Apr 10, 2026 |
| Utah Retirement Systems | History | No change | 2,398 | 765 | 0.01% | 0.01% | 336 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | New | 2,373 | 757 | 0.0% | — | 337 | +2,373 | New | Q1 2026 | May 05, 2026 |
| Northwest & Ethical Investments L.P. | History | No change | 2,328 | 754 | 0.02% | 0.02% | 338 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| McLaughlin Asset Management, Inc. | History | Reduced | 2,346 | 748 | 0.71% | 0.81% | 339 | -56 | -2.33% | Q1 2026 | Apr 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 2,335 | 745 | 0.0% | 0.0% | 340 | +238 | 11.35% | Q1 2026 | May 15, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | No change | 2,318 | 739 | 0.01% | 0.01% | 341 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 2,297 | 733 | 0.01% | 0.01% | 342 | -272 | -10.59% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 2,296 | 732 | 0.12% | — | 343 | +2,296 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 2,268 | 724 | 0.0% | 0.0% | 344 | +749 | 49.31% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,248 | 717 | 0.02% | 0.02% | 345 | +292 | 14.93% | Q1 2026 | May 15, 2026 |
| Red Door Wealth Management, LLC | History | Added to | 2,236 | 713 | 0.07% | 0.09% | 346 | +45 | 2.05% | Q1 2026 | Apr 22, 2026 |
| Atria Investments, Inc | History | Reduced | 2,223 | 709 | 0.01% | 0.01% | 348 | -1,008 | -31.2% | Q1 2026 | May 05, 2026 |
| Ancora Advisors LLC | History | Reduced | 2,223 | 709 | 0.02% | 0.02% | 347 | -704 | -24.05% | Q1 2026 | May 15, 2026 |
| WORLD EQUITY GROUP, INC. | History | Added to | 2,213 | 706 | 0.18% | 0.16% | 349 | +727 | 48.92% | Q1 2026 | May 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,205 | 703 | 0.01% | 0.02% | 350 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,181 | 696 | 0.01% | 0.01% | 351 | +559 | 34.46% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Added to | 2,157 | 688 | 0.01% | 0.01% | 352 | +457 | 26.88% | Q1 2026 | May 14, 2026 |
| CX Institutional | History | Added to | 2,147 | 685 | 0.02% | 0.02% | 353 | +10 | 0.47% | Q1 2026 | Apr 06, 2026 |
| VARCOV Co. | History | New | 2,127 | 679 | 0.25% | — | 354 | +2,127 | New | Q1 2026 | May 15, 2026 |
| Calydon Capital | History | Added to | 2,094 | 668 | 0.11% | 0.08% | 355 | +859 | 69.55% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 2,045 | 652 | 0.0% | 0.0% | 356 | -6,615 | -76.39% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,014 | 642 | 0.0% | 0.0% | 357 | +152 | 8.16% | Q1 2026 | May 08, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 2,011 | 641 | 0.11% | — | 358 | +2,011 | New | Q1 2026 | May 11, 2026 |
| Morse Asset Management, Inc | History | Reduced | 2,000 | 638 | 0.13% | 0.21% | 361 | -855 | -29.95% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,001 | 638 | 0.0% | 0.0% | 360 | +46 | 2.35% | Q1 2026 | May 13, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | No change | 2,000 | 638 | 0.09% | 0.12% | 359 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | New | 1,996 | 637 | 0.01% | — | 362 | +1,996 | New | Q1 2026 | May 08, 2026 |
| Parcion Private Wealth LLC | History | Reduced | 1,985 | 633 | 0.04% | 0.05% | 363 | -2 | -0.1% | Q1 2026 | Apr 22, 2026 |
| &PARTNERS | History | Added to | 1,894 | 631 | 0.0% | 0.0% | 364 | +671 | 54.87% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 1,978 | 631 | 0.0% | 0.0% | 365 | +72 | 3.78% | Q1 2026 | May 15, 2026 |
| Peak Planning Group, LLC | History | Reduced | 1,926 | 614 | 0.17% | 0.25% | 366 | -472 | -19.68% | Q1 2026 | Apr 22, 2026 |
| CASTLEARK MANAGEMENT LLC | History | Reduced | 1,920 | 612 | 0.02% | 0.09% | 367 | -6,150 | -76.21% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 1,908 | 609 | 0.0% | 0.0% | 368 | -76 | -3.83% | Q1 2026 | May 12, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 1,863 | 594 | 0.01% | 0.02% | 369 | -690 | -27.03% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | No change | 1,833 | 585 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | Reduced | 1,760 | 561 | 0.29% | 0.73% | 371 | -4,168 | -70.31% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,714 | 547 | 0.02% | 0.02% | 372 | +498 | 40.95% | Q1 2026 | Apr 17, 2026 |
| Vestcor Inc | History | New | 1,700 | 543 | 0.01% | — | 373 | +1,700 | New | Q1 2026 | May 12, 2026 |
| Biltmore Family Office, LLC | History | New | 1,670 | 533 | 0.07% | — | 374 | +1,670 | New | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,606 | 526 | 0.0% | 0.0% | 375 | -858 | -34.82% | Q1 2026 | Apr 08, 2026 |
| Vident Advisory, LLC | History | Added to | 1,647 | 525 | 0.0% | 0.0% | 376 | +563 | 51.94% | Q1 2026 | May 14, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | New | 1,641 | 523 | 0.04% | — | 377 | +1,641 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 1,635 | 521 | 0.0% | 0.0% | 378 | -45 | -2.68% | Q1 2026 | May 14, 2026 |
| Synergy Asset Management, LLC | History | New | 1,623 | 518 | 0.06% | — | 379 | +1,623 | New | Q1 2026 | May 13, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | Added to | 1,589 | 507 | 0.02% | 0.02% | 380 | +555 | 53.68% | Q1 2026 | Apr 28, 2026 |
| CREDIT AGRICOLE S A | History | New | 1,582 | 505 | 0.0% | — | 381 | +1,582 | New | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | No change | 1,575 | 502 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 1,556 | 496 | 0.0% | 0.0% | 383 | +275 | 21.47% | Q1 2026 | Apr 30, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 1,464 | 496 | 0.01% | 0.01% | 384 | +22 | 1.53% | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,531 | 488 | 0.01% | 0.02% | 386 | -1,158 | -43.06% | Q1 2026 | Apr 22, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Added to | 1,529 | 488 | 0.03% | 0.03% | 385 | +159 | 11.61% | Q1 2026 | Apr 28, 2026 |
| AlphaQuest LLC | History | No change | 1,278 | 479 | 0.03% | 0.03% | 387 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 1,500 | 478 | 0.07% | 0.09% | 388 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 1,491 | 475 | 0.0% | 0.0% | 389 | -1,197 | -44.53% | Q1 2026 | May 07, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 1,479 | 472 | 0.01% | 0.01% | 390 | -45 | -2.95% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,474 | 470 | 0.0% | 0.0% | 391 | +34 | 2.36% | Q1 2026 | May 14, 2026 |
| FDx Advisors, Inc. | History | New | 1,462 | 467 | 0.15% | — | 392 | +1,462 | New | Q1 2026 | May 01, 2026 |
| ALTFEST L J & CO INC | History | Added to | 1,423 | 454 | 0.05% | 0.05% | 393 | +164 | 13.03% | Q1 2026 | Apr 28, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 1,378 | 439 | 0.0% | 0.02% | 394 | -12,212 | -89.86% | Q1 2026 | May 15, 2026 |
| MARINER INVESTMENT GROUP LLC | History | Added to | 60,000 | 429 | 0.12% | 0.11% | 395 | +55,000 | 1100.0% | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,343 | 428 | 0.0% | 0.0% | 396 | +241 | 21.87% | Q1 2026 | May 15, 2026 |
| North Dakota State Investment Board | History | Reduced | 1,326 | 423 | 0.02% | 0.02% | 397 | -269 | -16.87% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Added to | 1,252 | 399 | 0.01% | 0.01% | 398 | +607 | 94.11% | Q1 2026 | Apr 29, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,245 | 397 | 0.0% | 0.0% | 399 | +325 | 35.33% | Q1 2026 | Apr 20, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 1,230 | 392 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| KBC Group NV | History | Added to | 1,197 | 382 | 0.0% | 0.0% | 401 | +98 | 8.92% | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,199 | 382 | 0.0% | 0.0% | 402 | +47 | 4.08% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,180 | 376 | 0.0% | 0.0% | 403 | +719 | 155.97% | Q1 2026 | May 14, 2026 |
| Goldstein Advisors, LLC | History | Reduced | 1,179 | 376 | 0.04% | 0.06% | 404 | -288 | -19.63% | Q1 2026 | Apr 28, 2026 |
| Per Stirling Capital Management, LLC. | History | No change | 1,171 | 373 | 0.04% | 0.05% | 405 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 1,143 | 364 | 0.01% | 0.01% | 406 | +123 | 12.06% | Q1 2026 | Apr 24, 2026 |
| Allegheny Financial Group | History | Added to | 1,131 | 361 | 0.05% | 0.05% | 407 | +225 | 24.83% | Q1 2026 | Apr 16, 2026 |
| EP Wealth Advisors, LLC | History | New | 1,130 | 360 | 0.0% | — | 408 | +1,130 | New | Q1 2026 | May 14, 2026 |
| Summit Financial, LLC | History | Reduced | 1,100 | 351 | 0.0% | 0.01% | 409 | -18 | -1.61% | Q1 2026 | May 15, 2026 |
| Bank of Marin | History | Reduced | 1,086 | 346 | 0.25% | 0.86% | 410 | -2,254 | -67.49% | Q1 2026 | May 14, 2026 |
| Orchard Capital Management, LLC | History | Reduced | 1,060 | 338 | 0.35% | 0.52% | 411 | -546 | -34.0% | Q1 2026 | May 13, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 1,054 | 336 | 0.02% | 0.02% | 412 | +1 | 0.09% | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,045 | 333 | 0.01% | 0.01% | 413 | +36 | 3.57% | Q1 2026 | Apr 20, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 1,035 | 330 | 0.0% | 0.02% | 414 | -48,163 | -97.9% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,031 | 329 | 0.01% | 0.0% | 416 | +440 | 74.45% | Q1 2026 | May 01, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 1,031 | 329 | 0.02% | 0.01% | 415 | +337 | 48.56% | Q1 2026 | Apr 13, 2026 |
| Whalen Wealth Management Inc. | History | New | 1,013 | 323 | 0.17% | — | 418 | +1,013 | New | Q1 2026 | Apr 13, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 1,012 | 323 | 0.0% | 0.0% | 417 | +329 | 48.17% | Q1 2026 | May 11, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 1,009 | 322 | 0.14% | 0.15% | 419 | +90 | 9.79% | Q1 2026 | May 01, 2026 |
| Greenland Capital Management LP | History | New | 1,000 | 319 | 0.04% | — | 421 | +1,000 | New | Q1 2026 | May 15, 2026 |
| Corient IA LLC | History | New | 1,000 | 319 | 0.3% | — | 422 | +1,000 | New | Q1 2026 | May 14, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 1,000 | 319 | 0.0% | 0.0% | 420 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Diversified Enterprises, LLC | History | Reduced | 996 | 317 | 0.02% | 0.03% | 424 | -324 | -24.55% | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | No change | 996 | 317 | 0.01% | 0.01% | 423 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Reduced | 988 | 315 | 0.0% | 0.0% | 425 | -1,146 | -53.7% | Q1 2026 | May 05, 2026 |
| Blueshift Asset Management, LLC | History | New | 978 | 312 | 0.09% | — | 427 | +978 | New | Q1 2026 | May 14, 2026 |
| Values First Advisors, Inc. | History | Added to | 979 | 312 | 0.16% | 0.18% | 426 | +44 | 4.71% | Q1 2026 | Apr 17, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 960 | 306 | 0.0% | — | 429 | +960 | New | Q1 2026 | Apr 30, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 959 | 306 | 0.01% | — | 428 | +959 | New | Q1 2026 | May 15, 2026 |
| Sequent Planning LLC | History | Added to | 957 | 305 | 0.07% | 0.08% | 430 | +71 | 8.01% | Q1 2026 | Apr 21, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | Added to | 916 | 292 | 0.13% | 0.12% | 431 | +329 | 56.05% | Q1 2026 | Apr 28, 2026 |
| Atlatl Advisers LLC | History | No change | 910 | 290 | 0.22% | 0.13% | 432 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quarry LP | History | Reduced | 901 | 287 | 0.05% | 0.11% | 433 | -1,016 | -53.0% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Reduced | 899 | 286 | 0.01% | 0.01% | 434 | -145 | -13.89% | Q1 2026 | May 04, 2026 |
| Odyssean, LLC | History | New | 892 | 284 | 0.1% | — | 435 | +892 | New | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 889 | 283 | 0.01% | 0.01% | 436 | +48 | 5.71% | Q1 2026 | May 14, 2026 |
| ALTA CAPITAL MANAGEMENT LLC/ | History | Added to | 859 | 274 | 0.02% | 0.02% | 437 | +62 | 7.78% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 851 | 271 | 0.0% | 0.0% | 438 | -2 | -0.23% | Q1 2026 | Apr 28, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 838 | 267 | 0.04% | — | 439 | +838 | New | Q1 2026 | Apr 27, 2026 |
| LAFFER TENGLER INVESTMENTS, INC. | History | Added to | 830 | 264 | 0.04% | 0.04% | 440 | +39 | 4.93% | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 824 | 263 | 0.01% | 0.01% | 441 | +374 | 83.11% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Added to | 816 | 260 | 0.0% | 0.0% | 442 | +159 | 24.2% | Q1 2026 | May 14, 2026 |
| Stanley-Laman Group, Ltd. | History | New | 802 | 256 | 0.03% | — | 443 | +802 | New | Q1 2026 | Apr 16, 2026 |
| Venturi Wealth Management, LLC | History | Reduced | 788 | 251 | 0.01% | 0.01% | 444 | -25 | -3.08% | Q1 2026 | Apr 21, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 782 | 249 | 0.0% | 0.0% | 445 | +187 | 31.43% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 781 | 249 | 0.0% | 0.0% | 446 | +169 | 27.61% | Q1 2026 | Apr 27, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 778 | 248 | 0.0% | — | 448 | +778 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 778 | 248 | 0.01% | 0.01% | 447 | -6 | -0.77% | Q1 2026 | Apr 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Reduced | 775 | 247 | 0.1% | 0.13% | 449 | -253 | -24.61% | Q1 2026 | Apr 14, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | Added to | 775 | 247 | 0.02% | 0.02% | 450 | +3 | 0.39% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 768 | 245 | 0.0% | 0.0% | 451 | +102 | 15.32% | Q1 2026 | Apr 10, 2026 |
| Stratos Wealth Partners, LTD. | History | Added to | 770 | 245 | 0.0% | 0.0% | 452 | +26 | 3.49% | Q1 2026 | Apr 28, 2026 |
| Ameritas Advisory Services, LLC | History | New | 765 | 244 | 0.01% | — | 454 | +765 | New | Q1 2026 | May 12, 2026 |
| OneAscent Investment Solutions LLC | History | Added to | 766 | 244 | 0.24% | 0.3% | 453 | +20 | 2.68% | Q1 2026 | Apr 29, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 764 | 243 | 0.0% | 0.0% | 455 | -172 | -18.38% | Q1 2026 | May 06, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 760 | 242 | 0.01% | 0.01% | 456 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Reduced | 750 | 239 | 0.01% | 0.02% | 457 | -10 | -1.32% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Reduced | 747 | 238 | 0.02% | 0.05% | 458 | -817 | -52.24% | Q1 2026 | May 06, 2026 |
| Saranac Partners Ltd | History | New | 970 | 237 | 0.1% | — | 459 | +970 | New | Q1 2026 | May 15, 2026 |
| Essex Financial Services, Inc. | History | New | 733 | 233 | 0.01% | — | 460 | +733 | New | Q1 2026 | Apr 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 723 | 230 | 0.0% | 0.0% | 461 | +136 | 23.17% | Q1 2026 | May 14, 2026 |
| denkapparat Operations GmbH | History | New | 718 | 229 | 0.09% | — | 462 | +718 | New | Q1 2026 | May 11, 2026 |
| Congress Park Capital LLC | History | No change | 700 | 223 | 0.07% | 0.08% | 463 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 5,484 | 221 | 0.03% | — | 465 | +5,484 | New | Q1 2026 | May 12, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Reduced | 706 | 221 | 0.01% | 0.01% | 464 | -86 | -10.86% | Q1 2026 | Apr 24, 2026 |
| Hudock, Inc. | History | New | 685 | 218 | 0.03% | — | 466 | +685 | New | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 682 | 217 | 0.0% | 0.01% | 468 | -3,136 | -82.14% | Q1 2026 | May 13, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 682 | 217 | 0.0% | 0.0% | 467 | -667 | -49.44% | Q1 2026 | May 14, 2026 |
| Meriwether Wealth & Planning, LLC | History | No change | 667 | 212 | 0.12% | 0.14% | 469 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 653 | 208 | 0.01% | 0.02% | 470 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 652 | 208 | 0.0% | 0.0% | 471 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 644 | 205 | 0.0% | 0.0% | 472 | -124 | -16.15% | Q1 2026 | May 15, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 643 | 205 | 0.01% | 0.01% | 473 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 632 | 201 | 0.01% | 0.01% | 474 | -57 | -8.27% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Holdings, LLC | History | No change | 609 | 194 | 0.06% | 0.08% | 475 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Reduced | 595 | 189 | 0.01% | 0.01% | 476 | -158 | -20.98% | Q1 2026 | Apr 30, 2026 |
| Costello Asset Management, INC | History | No change | 546 | 174 | 0.06% | 0.07% | 477 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 482 | 153 | 0.0% | 0.01% | 478 | +7 | 1.47% | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | Added to | 461 | 147 | 0.03% | 0.0% | 479 | +450 | 4090.91% | Q1 2026 | May 04, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 450 | 143 | 0.0% | — | 480 | +450 | New | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 446 | 142 | 0.0% | 0.0% | 481 | +44 | 10.95% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 432 | 137 | 0.0% | 0.0% | 482 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 428 | 136 | 0.01% | 0.01% | 483 | +93 | 27.76% | Q1 2026 | Apr 06, 2026 |
| Advisory Services Network, LLC | History | New | 426 | 135 | 0.0% | — | 484 | +426 | New | Q1 2026 | May 15, 2026 |
| Employees Retirement System of Texas | History | New | 380 | 121 | 0.0% | — | 485 | +380 | New | Q1 2026 | May 13, 2026 |
| BROOKFIELD Corp /ON/ | History | Added to | 371 | 118 | 0.0% | 0.0% | 486 | +22 | 6.3% | Q1 2026 | May 15, 2026 |
| Whipplewood Advisors, LLC | History | Added to | 362 | 115 | 0.06% | 0.0% | 487 | +356 | 5933.33% | Q1 2026 | Apr 30, 2026 |
| WPG Advisers, LLC | History | Reduced | 331 | 105 | 0.08% | 0.2% | 488 | -406 | -55.09% | Q1 2026 | Apr 29, 2026 |
| Berbice Capital Management LLC | History | Added to | 320 | 102 | 0.07% | 0.06% | 489 | +40 | 14.29% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 318 | 101 | 0.0% | 0.0% | 490 | -21 | -6.19% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 197 | 91 | 0.0% | 0.0% | 491 | +182 | 1213.33% | Q1 2026 | May 13, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 286 | 91 | 0.04% | 0.02% | 492 | +125 | 77.64% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Reduced | 275 | 87 | 0.0% | 0.0% | 493 | -57 | -17.17% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 258 | 82 | 0.02% | 0.0% | 494 | +249 | 2766.67% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 244 | 77 | 0.0% | 0.0% | 495 | -102 | -29.48% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 215 | 68 | 0.0% | — | 496 | +215 | New | Q1 2026 | May 19, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 213 | 67 | 0.0% | 0.0% | 497 | +79 | 58.96% | Q1 2026 | May 07, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | Reduced | 200 | 62 | 0.0% | 0.01% | 498 | -200 | -50.0% | Q1 2026 | Apr 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 172 | 54 | 0.01% | 0.03% | 499 | -136 | -44.16% | Q1 2026 | May 11, 2026 |
| Golden State Wealth Management, LLC | History | No change | 156 | 49 | 0.01% | 0.01% | 500 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Reduced | 152 | 48 | 0.0% | 0.0% | 501 | -38 | -20.0% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 147 | 46 | 0.0% | 0.0% | 502 | +12 | 8.89% | Q1 2026 | Apr 07, 2026 |
| BESSEMER GROUP INC | History | Added to | 126 | 41 | 0.0% | 0.0% | 503 | +101 | 404.0% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 129 | 41 | 0.0% | 0.0% | 504 | +33 | 34.38% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 127 | 40 | 0.0% | 0.0% | 505 | +64 | 101.59% | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | Added to | 121 | 39 | 0.01% | 0.0% | 508 | +111 | 1110.0% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 125 | 39 | 0.0% | 0.0% | 506 | +37 | 42.05% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 106 | 39 | 0.0% | 0.0% | 507 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LRI Investments, LLC | History | Reduced | 120 | 38 | 0.0% | 0.01% | 510 | -57 | -32.2% | Q1 2026 | Apr 30, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 120 | 38 | 0.01% | 0.01% | 509 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Bank of New Hampshire | History | New | 107 | 34 | 0.01% | — | 512 | +107 | New | Q1 2026 | Apr 13, 2026 |
| Smithfield Trust Co | History | No change | 107 | 34 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 104 | 33 | 0.0% | 0.0% | 513 | -8 | -7.14% | Q1 2026 | Apr 17, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 100 | 31 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 94 | 30 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 91 | 29 | 0.01% | 0.01% | 516 | +25 | 37.88% | Q1 2026 | Apr 22, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 81 | 25 | 0.0% | 0.0% | 517 | +19 | 30.65% | Q1 2026 | May 15, 2026 |
| Accent Capital Management, LLC | History | Added to | 76 | 24 | 0.01% | 0.01% | 519 | +26 | 52.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Added to | 77 | 24 | 0.0% | 0.0% | 518 | +17 | 28.33% | Q1 2026 | May 06, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 71 | 22 | 0.01% | 0.01% | 521 | +18 | 33.96% | Q1 2026 | May 01, 2026 |
| Bogart Wealth, LLC | History | Added to | 70 | 22 | 0.0% | 0.0% | 520 | +3 | 4.48% | Q1 2026 | Apr 28, 2026 |
| CENTRAL TRUST Co | History | Added to | 66 | 21 | 0.0% | 0.0% | 522 | +56 | 560.0% | Q1 2026 | Apr 17, 2026 |
| Parallel Advisors, LLC | History | Added to | 67 | 21 | 0.0% | 0.0% | 523 | +17 | 34.0% | Q1 2026 | May 07, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 61 | 19 | 0.0% | 0.02% | 524 | -1,044 | -94.48% | Q1 2026 | May 13, 2026 |
| Harel Insurance Investments & Financial Services Ltd. | History | Added to | 55 | 18 | 0.0% | 0.0% | 525 | +4 | 7.84% | Q1 2026 | May 05, 2026 |
| Grove Bank & Trust | History | Reduced | 54 | 17 | 0.0% | 0.0% | 526 | -29 | -34.94% | Q1 2026 | Apr 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 54 | 17 | 0.0% | 0.0% | 527 | +28 | 107.69% | Q1 2026 | Apr 06, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 51 | 16 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | No change | 48 | 15 | 0.0% | 0.0% | 529 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Itau Unibanco Holding S.A. | History | Reduced | 46 | 14 | 0.0% | 0.1% | 530 | -10,996 | -99.58% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 45 | 14 | 0.0% | 0.0% | 532 | -173 | -79.36% | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 45 | 14 | 0.0% | — | 534 | +45 | New | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 44 | 14 | 0.0% | 0.0% | 533 | +27 | 158.82% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 46 | 14 | 0.0% | 0.0% | 531 | +23 | 100.0% | Q1 2026 | Apr 29, 2026 |
| Quent Capital, LLC | History | Added to | 43 | 13 | 0.0% | — | 536 | +41 | 2050.0% | Q1 2026 | Apr 28, 2026 |
| Matrix Trust Co | History | Added to | 42 | 13 | 0.0% | 0.0% | 535 | +2 | 5.0% | Q1 2026 | Apr 09, 2026 |
| Larson Financial Group LLC | History | New | 38 | 12 | 0.0% | — | 538 | +38 | New | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 40 | 12 | 0.0% | 0.0% | 537 | +1 | 2.56% | Q1 2026 | Apr 23, 2026 |
| Colonial Trust Advisors | History | New | 37 | 11 | 0.0% | — | 541 | +37 | New | Q1 2026 | May 12, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 37 | 11 | 0.0% | 0.0% | 539 | +20 | 117.65% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 37 | 11 | 0.01% | 0.01% | 540 | -1 | -2.63% | Q1 2026 | May 13, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 33 | 10 | 0.01% | — | 542 | +33 | New | Q1 2026 | May 12, 2026 |
| Dunhill Financial, LLC | History | Added to | 30 | 9 | 0.0% | — | 545 | +29 | 2900.0% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | Reduced | 27 | 9 | 0.01% | 0.01% | 544 | -17 | -38.64% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 29 | 9 | 0.0% | 0.0% | 543 | -7 | -19.44% | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 28 | 8 | 0.0% | 0.0% | 546 | -10 | -26.32% | Q1 2026 | Apr 17, 2026 |
| Kennebec Savings Bank | History | No change | 27 | 8 | 0.01% | 0.01% | 547 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hilton Head Capital Partners, LLC | History | New | 24 | 7 | 0.0% | — | 551 | +24 | New | Q1 2026 | Apr 20, 2026 |
| Bayforest Capital Ltd | History | New | 23 | 7 | 0.01% | — | 550 | +23 | New | Q1 2026 | Apr 15, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 25 | 7 | 0.0% | 0.0% | 548 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 24 | 7 | 0.0% | 0.0% | 549 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Aventura Private Wealth, LLC | History | New | 21 | 6 | 0.0% | — | 557 | +21 | New | Q1 2026 | May 05, 2026 |
| Main Street Group, LTD | History | New | 20 | 6 | 0.0% | — | 555 | +20 | New | Q1 2026 | May 06, 2026 |
| Mosley Wealth Management | History | New | 15 | 6 | 0.0% | — | 556 | +15 | New | Q1 2026 | Apr 27, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | No change | 20 | 6 | 0.0% | 0.0% | 552 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Sound Income Strategies, LLC | History | No change | 20 | 6 | 0.0% | 0.0% | 553 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 21 | 6 | 0.0% | 0.0% | 554 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Kemnay Advisory Services Inc. | History | New | 18 | 5 | 0.0% | — | 560 | +18 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 16 | 5 | 0.0% | 0.0% | 558 | +1 | 6.67% | Q1 2026 | Apr 30, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 16 | 5 | 0.0% | 0.0% | 559 | -1 | -5.88% | Q1 2026 | Apr 07, 2026 |
| Millstone Evans Group, LLC | History | New | 15 | 4 | 0.0% | — | 563 | +15 | New | Q1 2026 | Apr 30, 2026 |
| Hurley Capital, LLC | History | New | 13 | 4 | 0.0% | — | 562 | +13 | New | Q1 2026 | May 06, 2026 |
| Aspect Partners, LLC | History | No change | 13 | 4 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Tradewinds Capital Management, LLC | History | New | 10 | 3 | 0.0% | — | 569 | +10 | New | Q1 2026 | Apr 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 9 | 3 | 0.0% | — | 570 | +9 | New | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 10 | 3 | 0.0% | 0.0% | 568 | -1 | -9.09% | Q1 2026 | Apr 24, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 10 | 3 | 0.0% | 0.0% | 564 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 10 | 3 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BERKSHIRE CAPITAL HOLDINGS INC | History | No change | 10 | 3 | 0.0% | 0.0% | 566 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Trust Asset Management, LLC | History | No change | 11 | 3 | 0.0% | 0.0% | 567 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 8 | 2 | 0.0% | — | 572 | +8 | New | Q1 2026 | Apr 17, 2026 |
| WealthCollab, LLC | History | New | 8 | 2 | 0.0% | — | 574 | +8 | New | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | New | 7 | 2 | 0.0% | — | 573 | +7 | New | Q1 2026 | Apr 29, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 6 | 1 | 0.0% | — | 585 | +6 | New | Q1 2026 | Apr 08, 2026 |
| MCF Advisors LLC | History | New | 5 | 1 | 0.0% | — | 581 | +5 | New | Q1 2026 | May 11, 2026 |
| Cromwell Holdings LLC | History | New | 5 | 1 | 0.0% | — | 582 | +5 | New | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 4 | 1 | 0.0% | — | 583 | +4 | New | Q1 2026 | May 08, 2026 |
| Wall Street Financial Group, Inc. | History | New | 4 | 1 | 0.0% | — | 584 | +4 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 6 | 1 | 0.0% | 0.0% | 578 | +3 | 100.0% | Q1 2026 | Apr 24, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 4 | 1 | 0.0% | 0.0% | 575 | +1 | 33.33% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | Reduced | 5 | 1 | 0.0% | 0.0% | 576 | -1 | -16.67% | Q1 2026 | May 01, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 5 | 1 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Kilter Group LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 579 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 6 | 1 | 0.0% | 0.0% | 580 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MAPLELANE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 2.48% | — | -189,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Newbrook Capital Advisors LP | History | Closed out | 0 | 0 | — | 6.63% | — | -140,991 | -100.0% | Q1 2026 | May 15, 2026 |
| PointState Capital LP | History | Closed out | 0 | 0 | — | 0.75% | — | -135,870 | -100.0% | Q1 2026 | May 15, 2026 |
| TCW GROUP INC | History | Closed out | 0 | 0 | — | 0.32% | — | -120,225 | -100.0% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -109,456 | -100.0% | Q1 2026 | May 15, 2026 |
| Progeny 3, Inc. | History | Closed out | 0 | 0 | — | 1.75% | — | -86,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Forest Avenue Capital Management LP | History | Closed out | 0 | 0 | — | 1.65% | — | -66,880 | -100.0% | Q1 2026 | May 14, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | 0.03% | — | -51,001 | -100.0% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.13% | — | -48,954 | -100.0% | Q1 2026 | May 15, 2026 |
| GLENVIEW CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -43,761 | -100.0% | Q1 2026 | May 15, 2026 |
| Genoa Capital Gestora de Recursos Ltda. | History | Closed out | 0 | 0 | — | 6.02% | — | -35,126 | -100.0% | Q1 2026 | May 11, 2026 |
| Sourcerock Group LLC | History | Closed out | 0 | 0 | — | 0.59% | — | -28,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Dilation Capital Management LP | History | Closed out | 0 | 0 | — | 4.76% | — | -27,632 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Merewether Investment Management, LP | History | Closed out | 0 | 0 | — | 0.21% | — | -23,908 | -100.0% | Q1 2026 | May 15, 2026 |
| Munro Partners | History | Closed out | 0 | 0 | — | 0.23% | — | -23,125 | -100.0% | Q1 2026 | May 05, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -19,467 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,259 | -100.0% | Q1 2026 | May 15, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.27% | — | -15,122 | -100.0% | Q1 2026 | May 15, 2026 |
| Artisan Partners Limited Partnership | History | Closed out | 0 | 0 | — | 0.01% | — | -14,261 | -100.0% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -13,981 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Zweig-DiMenna Associates LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -12,100 | -100.0% | Q1 2026 | May 05, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,251 | -100.0% | Q1 2026 | May 15, 2026 |
| Alphadyne Asset Management LP | History | Closed out | 0 | 0 | — | 0.08% | — | -9,656 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.11% | — | -8,524 | -100.0% | Q1 2026 | May 13, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -6,708 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -6,273 | -100.0% | Q1 2026 | Apr 27, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.1% | — | -6,125 | -100.0% | Q1 2026 | May 15, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.03% | — | -5,871 | -100.0% | Q1 2026 | May 13, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.3% | — | -5,741 | -100.0% | Q1 2026 | May 07, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -5,472 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -5,465 | -100.0% | Q1 2026 | May 14, 2026 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -5,436 | -100.0% | Q1 2026 | May 15, 2026 |
| L2 Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.25% | — | -5,082 | -100.0% | Q1 2026 | May 14, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,000 | -100.0% | Q1 2026 | May 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -5,000 | -100.0% | Q1 2026 | Apr 30, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -4,570 | -100.0% | Q1 2026 | May 14, 2026 |
| Vennlight Capital Management, LP | History | Closed out | 0 | 0 | — | 1.76% | — | -4,440 | -100.0% | Q1 2026 | May 15, 2026 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -3,891 | -100.0% | Q1 2026 | May 07, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,038 | -100.0% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,977 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,668 | -100.0% | Q1 2026 | May 11, 2026 |
| Impact Partnership Wealth, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -2,433 | -100.0% | Q1 2026 | Apr 23, 2026 |
| FirstWave Capital Management LLC | History | Closed out | 0 | 0 | — | 0.54% | — | -2,406 | -100.0% | Q1 2026 | May 11, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -2,344 | -100.0% | Q1 2026 | May 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,330 | -100.0% | Q1 2026 | May 08, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Closed out | 0 | 0 | — | 0.47% | — | -2,140 | -100.0% | Q1 2026 | May 13, 2026 |
| StoneX Group Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,775 | -100.0% | Q1 2026 | May 14, 2026 |
| Kovack Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -1,610 | -100.0% | Q1 2026 | May 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,510 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -852 | -100.0% | Q1 2026 | May 11, 2026 |
| Cambria Investment Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -848 | -100.0% | Q1 2026 | May 14, 2026 |
| Nicholas Wealth, LLC. | History | Closed out | 0 | 0 | — | 0.21% | — | -846 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -827 | -100.0% | Q1 2026 | May 13, 2026 |
| Omnitrust Wealth Management, Inc | History | Closed out | 0 | 0 | — | 0.39% | — | -819 | -100.0% | Q1 2026 | Apr 22, 2026 |
| JAG CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -814 | -100.0% | Q1 2026 | May 06, 2026 |
| Strategic Blueprint, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -795 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -787 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -729 | -100.0% | Q1 2026 | May 13, 2026 |
| Central Asset Investments & Management Holdings (HK) Ltd | History | Closed out | 0 | 0 | — | 0.17% | — | -720 | -100.0% | Q1 2026 | May 08, 2026 |
| Banco BTG Pactual S.A. | History | Closed out | 0 | 0 | — | 0.04% | — | -703 | -100.0% | Q1 2026 | May 12, 2026 |
| Daiwa Securities Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -671 | -100.0% | Q1 2026 | May 13, 2026 |
| ELEVATUS WELATH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.07% | — | -662 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Meeder Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -622 | -100.0% | Q1 2026 | May 07, 2026 |
| OneAscent Financial Services LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -614 | -100.0% | Q1 2026 | Apr 21, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -600 | -100.0% | Q1 2026 | May 13, 2026 |
| Family Manage LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -594 | -100.0% | Q1 2026 | May 15, 2026 |
| Chicago Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -591 | -100.0% | Q1 2026 | Apr 23, 2026 |
| SMART Wealth LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -578 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -577 | -100.0% | Q1 2026 | May 15, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -569 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Prosperity Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -563 | -100.0% | Q1 2026 | May 13, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -203 | -100.0% | Q1 2026 | May 14, 2026 |
| Migdal Insurance & Financial Holdings Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -105 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -63 | -100.0% | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FWL INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18 | -100.0% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| Vision Retirement, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 07, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 1 | 0 | — | 0.0% | — | -14 | -93.33% | Q1 2026 | Apr 23, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | May 11, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9 | -100.0% | Q1 2026 | May 15, 2026 |
| RHL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 13, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -6 | -100.0% | Q1 2026 | Apr 23, 2026 |
| JPL Wealth Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 15, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| SHP Wealth Management | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Marquette Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Valued Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 30, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 14, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 21, 2026 |
| 1015 Capital Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 11, 2026 |
| SouthState Bank Corp | History | No change | 3 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ORG Partners LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bare Financial Services, Inc | History | No change | 3 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Cornerstone Financial Management LLC | History | No change | 3 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |