TransMedics Group, Inc. - TMDX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 5,293,331 | 526,210 | 0.01% | 0.01% | 1 | -101,901 | -1.89% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 5,096,243 | 506,617 | 0.03% | 0.03% | 2 | +19,207 | 0.38% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 3,605,279 | 438,582 | 0.01% | 0.01% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,919,535 | 190,820 | 0.01% | — | 4 | +1,919,535 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,478,152 | 146,943 | 0.0% | — | 5 | +1,478,152 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,319,479 | 131,169 | 0.0% | 0.01% | 6 | +44,346 | 3.48% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,037,974 | 103,184 | 0.02% | 0.01% | 7 | +353,400 | 51.62% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 939,523 | 93,397 | 0.02% | 0.03% | 8 | -57,355 | -5.75% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 885,841 | 88,061 | 0.15% | 0.15% | 9 | +53,600 | 6.44% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 867,175 | 86,205 | 0.01% | 0.01% | 10 | +195,475 | 29.1% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 866,282 | 86,117 | 0.01% | 0.01% | 11 | -99,649 | -10.32% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 839,155 | 83,435 | 0.01% | 0.01% | 12 | +22,681 | 2.78% | Q1 2026 | May 15, 2026 |
| Hood River Capital Management LLC | History | Added to | 699,770 | 69,564 | 0.7% | 0.92% | 13 | +9,413 | 1.36% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 694,150 | 69,005 | 0.0% | 0.0% | 14 | +26,389 | 3.95% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 581,793 | 57,836 | 0.01% | 0.01% | 15 | -77,503 | -11.76% | Q1 2026 | May 05, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 548,824 | 54,531 | 0.9% | 1.04% | 16 | +557 | 0.1% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 516,679 | 51,354 | 0.01% | 0.01% | 17 | +26,969 | 5.51% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 486,473 | 48,360 | 0.01% | 0.01% | 18 | +53,152 | 12.27% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 362,300 | 44,073 | 0.09% | 0.09% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital World Investors | History | Added to | 374,177 | 37,196 | 0.01% | 0.0% | 20 | +146,736 | 64.52% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 357,381 | 35,527 | 0.02% | 0.0% | 21 | +285,337 | 396.06% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 346,683 | 34,464 | 0.0% | 0.01% | 22 | -223,287 | -39.18% | Q1 2026 | May 15, 2026 |
| WASATCH ADVISORS LP | History | Added to | 346,144 | 34,410 | 0.23% | 0.24% | 23 | +14,296 | 4.31% | Q1 2026 | Apr 21, 2026 |
| EMERALD ADVISERS, LLC | History | Reduced | 342,791 | 34,076 | 1.08% | 1.32% | 24 | -8,558 | -2.44% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 338,159 | 33,616 | 0.0% | 0.01% | 25 | -1,057 | -0.31% | Q1 2026 | May 14, 2026 |
| BRAIDWELL LP | History | Added to | 329,391 | 32,744 | 1.09% | 1.23% | 26 | +14,050 | 4.46% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 325,140 | 32,322 | 0.03% | 0.07% | 27 | -110,829 | -25.42% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 320,471 | 31,858 | 0.33% | 0.39% | 28 | +17,711 | 5.85% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 318,926 | 31,704 | 0.0% | 0.01% | 29 | -4,100 | -1.27% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 311,880 | 31,003 | 0.01% | 0.01% | 30 | +116,949 | 60.0% | Q1 2026 | May 15, 2026 |
| BAILLIE GIFFORD & CO | History | Reduced | 305,194 | 30,339 | 0.03% | 0.03% | 31 | -11,279 | -3.56% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 295,176 | 29,343 | 0.0% | 0.0% | 32 | +15,873 | 5.68% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 308,341 | 29,079 | 0.0% | 0.0% | 33 | -66,920 | -17.83% | Q1 2026 | May 13, 2026 |
| ZEVENBERGEN CAPITAL INVESTMENTS LLC | History | Added to | 286,521 | 28,483 | 0.82% | 0.76% | 34 | +6,343 | 2.26% | Q1 2026 | Apr 09, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 273,801 | 27,218 | 0.01% | 0.01% | 35 | +15,251 | 5.9% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 244,382 | 24,294 | 0.24% | 0.3% | 36 | +1,233 | 0.51% | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 236,394 | 23,499 | 0.01% | — | 37 | +236,394 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 231,433 | 23,006 | 0.01% | 0.01% | 38 | +37,656 | 19.43% | Q1 2026 | May 04, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 229,326 | 22,797 | 1.11% | 1.36% | 39 | -575 | -0.25% | Q1 2026 | May 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 228,601 | 22,725 | 0.0% | 0.01% | 40 | -121,346 | -34.68% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 213,973 | 21,271 | 0.07% | 0.08% | 41 | -2,900 | -1.34% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 211,368 | 21,012 | 0.0% | 0.0% | 42 | -7,228 | -3.31% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Added to | 203,592 | 20,239 | 0.01% | 0.01% | 43 | +67,692 | 49.81% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 195,433 | 19,427 | 0.01% | 0.01% | 44 | +30,860 | 18.75% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 190,578 | 18,945 | 0.0% | 0.01% | 45 | -9,127 | -4.57% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 174,017 | 17,299 | 0.05% | 0.04% | 46 | +38,128 | 28.06% | Q1 2026 | May 08, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 171,068 | 17,005 | 0.45% | 0.5% | 47 | -15,911 | -8.51% | Q1 2026 | May 15, 2026 |
| Candriam S.C.A. | History | Added to | 158,766 | 15,782 | 0.08% | 0.07% | 48 | +49,580 | 45.41% | Q1 2026 | Apr 30, 2026 |
| Man Group plc | History | Added to | 158,409 | 15,747 | 0.03% | 0.02% | 49 | +62,745 | 65.59% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 144,614 | 15,212 | 0.01% | 0.01% | 50 | -64,915 | -30.98% | Q1 2026 | May 12, 2026 |
| DAVIDSON KEMPNER CAPITAL MANAGEMENT LP | History | No change | 146,400 | 14,553 | 0.2% | 0.28% | 51 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FirstWave Capital Management LLC | History | Added to | 124,268 | 12,353 | 13.13% | 5.39% | 52 | +49,706 | 66.66% | Q1 2026 | May 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 122,255 | 12,153 | 0.04% | 0.05% | 53 | +3,999 | 3.38% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 116,546 | 11,585 | 0.0% | 0.0% | 54 | +73,359 | 169.86% | Q1 2026 | May 04, 2026 |
| ExodusPoint Capital Management, LP | History | New | 115,345 | 11,466 | 0.09% | — | 55 | +115,345 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 113,472 | 11,280 | 0.14% | 0.2% | 56 | -3,094 | -2.65% | Q1 2026 | Apr 23, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 115,035 | 11,144 | 0.0% | 0.0% | 57 | +2,503 | 2.22% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Added to | 106,300 | 10,567 | 0.08% | 0.1% | 58 | +13,819 | 14.94% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 104,714 | 10,409 | 0.0% | 0.0% | 59 | -19,625 | -15.78% | Q1 2026 | May 15, 2026 |
| Bellevue Group AG | History | Added to | 101,139 | 10,054 | 0.24% | 0.23% | 60 | +3,254 | 3.32% | Q1 2026 | May 14, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 97,954 | 9,737 | 1.38% | 1.46% | 61 | -47,964 | -32.87% | Q1 2026 | May 14, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Reduced | 96,445 | 9,587 | 0.69% | 0.83% | 62 | -2,023 | -2.05% | Q1 2026 | May 14, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 93,543 | 9,299 | 0.39% | 0.38% | 63 | +16,314 | 21.12% | Q1 2026 | May 13, 2026 |
| Lagoda Investment Management, L.P. | History | Reduced | 90,530 | 8,999 | 5.55% | 7.38% | 64 | -14,270 | -13.62% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 89,824 | 8,929 | 0.01% | 0.01% | 65 | +1,788 | 2.03% | Q1 2026 | May 12, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 87,389 | 8,687 | 0.02% | 0.02% | 66 | +170 | 0.19% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 85,100 | 8,459 | 0.0% | 0.0% | 67 | +5,500 | 6.91% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 78,753 | 7,828 | 0.0% | 0.0% | 68 | -7,115 | -8.29% | Q1 2026 | May 08, 2026 |
| Montanaro Asset Management Ltd | History | Reduced | 78,739 | 7,827 | 2.34% | 3.46% | 69 | -23,200 | -22.76% | Q1 2026 | May 11, 2026 |
| Nuveen, LLC | History | Added to | 78,419 | 7,795 | 0.0% | 0.0% | 70 | +3,256 | 4.33% | Q1 2026 | Apr 30, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 75,569 | 7,512 | 0.01% | 0.02% | 71 | -5,034 | -6.25% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 73,488 | 7,305 | 0.0% | 0.0% | 72 | +1,537 | 2.14% | Q1 2026 | May 18, 2026 |
| SEI INVESTMENTS CO | History | Added to | 69,629 | 6,922 | 0.01% | 0.01% | 73 | +14,338 | 25.93% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 69,366 | 6,895 | 0.0% | 0.01% | 74 | -54,820 | -44.14% | Q1 2026 | May 13, 2026 |
| Longaeva Partners L.P. | History | New | 69,057 | 6,864 | 0.25% | — | 75 | +69,057 | New | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 64,794 | 6,441 | 0.01% | 0.01% | 76 | +13,385 | 26.04% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 64,200 | 6,382 | 0.0% | 0.0% | 77 | +300 | 0.47% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 62,595 | 6,222 | 0.0% | 0.0% | 78 | +47,049 | 302.64% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 61,630 | 6,126 | 0.01% | 0.01% | 79 | +4,525 | 7.92% | Q1 2026 | May 13, 2026 |
| Bastion Asset Management Inc. | History | Reduced | 55,463 | 6,102 | 1.86% | 3.99% | 80 | -2,133 | -3.7% | Q1 2026 | May 05, 2026 |
| Biondo Investment Advisors, LLC | History | Added to | 57,970 | 5,762 | 0.74% | 0.84% | 81 | +755 | 1.32% | Q1 2026 | May 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 57,184 | 5,684 | 0.21% | 0.22% | 82 | -2,973 | -4.94% | Q1 2026 | Apr 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 56,917 | 5,658 | 0.01% | 0.0% | 83 | +45,917 | 417.43% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 53,889 | 5,357 | 0.0% | 0.0% | 84 | +28,404 | 111.45% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 52,625 | 5,231 | 0.07% | 0.02% | 85 | +38,852 | 282.09% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 42,764 | 5,202 | 0.0% | 0.0% | 86 | +622 | 1.48% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 51,386 | 5,108 | 0.01% | 0.01% | 87 | +4,085 | 8.64% | Q1 2026 | May 11, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 47,636 | 4,735 | 0.01% | 0.01% | 88 | +16,945 | 55.21% | Q1 2026 | May 13, 2026 |
| Integrated Advisors Network LLC | History | New | 47,590 | 4,730 | 0.25% | — | 89 | +47,590 | New | Q1 2026 | Apr 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 47,275 | 4,699 | 0.01% | 0.02% | 90 | -45,171 | -48.86% | Q1 2026 | May 11, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 47,084 | 4,680 | 0.02% | 0.01% | 91 | +27,084 | 135.42% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 45,821 | 4,555 | 0.01% | 0.01% | 92 | +12,812 | 38.81% | Q1 2026 | May 06, 2026 |
| BEACONLIGHT CAPITAL, LLC | History | Added to | 42,478 | 4,222 | 2.22% | 2.08% | 93 | +13,134 | 44.76% | Q1 2026 | May 14, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Added to | 37,411 | 4,076 | 0.14% | 0.11% | 94 | +9,534 | 34.2% | Q1 2026 | May 11, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 40,114 | 3,987 | 0.03% | 0.59% | 95 | -671,927 | -94.37% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Reduced | 40,086 | 3,984 | 0.26% | 0.3% | 96 | -25,453 | -38.84% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 39,896 | 3,966 | 0.0% | 0.0% | 97 | +8,633 | 27.61% | Q1 2026 | May 06, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 38,830 | 3,775 | 0.0% | 0.0% | 98 | +6,838 | 21.37% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 37,840 | 3,761 | 0.0% | 0.0% | 99 | +7,019 | 22.77% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 37,820 | 3,759 | 0.01% | 0.02% | 100 | -3,052 | -7.47% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 30,574 | 3,719 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HRT FINANCIAL LP | History | New | 33,102 | 3,290 | 0.01% | — | 102 | +33,102 | New | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 32,909 | 3,271 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Added to | 31,500 | 3,131 | 0.68% | 0.43% | 104 | +16,800 | 114.29% | Q1 2026 | May 11, 2026 |
| Geneos Wealth Management Inc. | History | New | 30,635 | 3,045 | 0.07% | — | 105 | +30,635 | New | Q1 2026 | May 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 30,618 | 3,043 | 0.01% | 0.01% | 106 | -1,332 | -4.17% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 24,666 | 3,000 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 30,005 | 2,982 | 0.01% | 0.01% | 108 | -264 | -0.87% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 29,763 | 2,958 | 0.0% | — | 109 | +29,763 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 29,430 | 2,926 | 0.01% | 0.01% | 110 | -73 | -0.25% | Q1 2026 | Apr 27, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 26,937 | 2,678 | 0.0% | 0.0% | 111 | -35,896 | -57.13% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 25,898 | 2,574 | 0.0% | 0.01% | 112 | -3,943 | -13.21% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 25,444 | 2,529 | 0.04% | 0.06% | 113 | -4,850 | -16.01% | Q1 2026 | May 14, 2026 |
| Emerald Investment Advisers, LLC | History | New | 25,042 | 2,489 | 0.22% | — | 114 | +25,042 | New | Q1 2026 | May 11, 2026 |
| Bullseye Asset Management LLC | History | No change | 24,061 | 2,392 | 1.39% | 1.58% | 115 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 22,810 | 2,268 | 0.0% | 0.01% | 116 | -673 | -2.87% | Q1 2026 | May 01, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 22,584 | 2,245 | 0.01% | 0.04% | 117 | -79,441 | -77.86% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 21,883 | 2,175 | 0.02% | 0.02% | 118 | +2,970 | 15.7% | Q1 2026 | May 08, 2026 |
| Regency Capital Management Inc.\DE | History | New | 21,846 | 2,171 | 0.97% | — | 119 | +21,846 | New | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Added to | 21,202 | 2,107 | 0.0% | 0.0% | 120 | +7,327 | 52.81% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 20,954 | 2,083 | 0.04% | 0.05% | 121 | -371 | -1.74% | Q1 2026 | Apr 10, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 20,802 | 2,067 | 0.0% | 0.0% | 122 | +20,363 | 4638.5% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Reduced | 20,637 | 2,051 | 0.0% | 0.0% | 123 | -993 | -4.59% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 20,132 | 2,001 | 0.0% | 0.0% | 124 | -2,359 | -10.49% | Q1 2026 | Apr 27, 2026 |
| 683 Capital Management, LLC | History | No change | 20,000 | 1,988 | 0.1% | 0.11% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 19,718 | 1,960 | 1.12% | 1.22% | 126 | -105 | -0.53% | Q1 2026 | Apr 29, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 19,618 | 1,950 | 0.02% | 0.03% | 127 | -915 | -4.46% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 18,640 | 1,853 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 18,327 | 1,821 | 0.01% | 0.01% | 129 | -193 | -1.04% | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 17,593 | 1,748 | 0.05% | 0.06% | 130 | +1,935 | 12.36% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 17,445 | 1,734 | 0.0% | 0.01% | 131 | -224 | -1.27% | Q1 2026 | Apr 30, 2026 |
| Jump Financial, LLC | History | Added to | 17,387 | 1,728 | 0.02% | 0.01% | 132 | +13,987 | 411.38% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 17,073 | 1,697 | 0.0% | 0.0% | 133 | +6,302 | 58.51% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 16,924 | 1,682 | 0.01% | 0.01% | 134 | -1,500 | -8.14% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 16,870 | 1,677 | 0.02% | 0.02% | 135 | -531 | -3.05% | Q1 2026 | Apr 20, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 16,779 | 1,668 | 0.01% | 0.01% | 136 | +8,260 | 96.96% | Q1 2026 | May 04, 2026 |
| Militia Capital Management LLC | History | New | 16,600 | 1,650 | 0.37% | — | 137 | +16,600 | New | Q1 2026 | May 13, 2026 |
| Gladstone Institutional Advisory LLC | History | Reduced | 16,595 | 1,649 | 0.06% | 0.08% | 138 | -10 | -0.06% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 15,800 | 1,570 | 0.0% | 0.0% | 139 | -8,300 | -34.44% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 15,646 | 1,555 | 0.0% | 0.02% | 140 | -174,824 | -91.79% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | New | 15,600 | 1,550 | 0.16% | — | 141 | +15,600 | New | Q1 2026 | May 15, 2026 |
| BLUE JEAN FINANCIAL LLC | History | New | 15,273 | 1,518 | 1.25% | — | 142 | +15,273 | New | Q1 2026 | Apr 21, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 15,255 | 1,516 | 0.0% | 0.0% | 143 | -516 | -3.27% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 15,234 | 1,514 | 0.0% | 0.0% | 144 | -457 | -2.91% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 15,200 | 1,511 | 0.03% | 0.03% | 145 | -500 | -3.18% | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 15,121 | 1,503 | 0.0% | 0.0% | 146 | +8,250 | 120.07% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 14,971 | 1,488 | 0.01% | 0.01% | 147 | -363 | -2.37% | Q1 2026 | May 05, 2026 |
| HB Wealth Management, LLC | History | Added to | 14,843 | 1,475 | 0.01% | 0.01% | 148 | +107 | 0.73% | Q1 2026 | Apr 27, 2026 |
| Militia Capital Partners, LP | History | No change | 12,000 | 1,459 | 0.55% | 0.55% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 14,666 | 1,457 | 0.0% | 0.01% | 150 | +1,094 | 8.06% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 14,595 | 1,450 | 0.0% | — | 151 | +14,595 | New | Q1 2026 | May 08, 2026 |
| Summit Financial, LLC | History | Added to | 14,176 | 1,409 | 0.02% | 0.02% | 152 | +458 | 3.34% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 13,900 | 1,382 | 0.0% | 0.0% | 153 | +2,900 | 26.36% | Q1 2026 | Apr 28, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 13,380 | 1,330 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SHELTON WEALTH MANAGEMENT, LLC | History | Reduced | 13,148 | 1,307 | 0.57% | 0.7% | 155 | -237 | -1.77% | Q1 2026 | Apr 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 13,101 | 1,302 | 0.0% | 0.0% | 156 | -3,164 | -19.45% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 10,400 | 1,265 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 12,589 | 1,251 | 0.0% | 0.0% | 158 | +937 | 8.04% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Reduced | 12,519 | 1,244 | 0.0% | 0.0% | 159 | -3,888 | -23.7% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 12,300 | 1,222 | 0.0% | 0.0% | 160 | -700 | -5.38% | Q1 2026 | May 15, 2026 |
| CAMPBELL NEWMAN ASSET MANAGEMENT INC | History | Added to | 12,248 | 1,217 | 0.1% | 0.11% | 161 | +209 | 1.74% | Q1 2026 | Apr 16, 2026 |
| WINTON GROUP Ltd | History | Added to | 11,941 | 1,187 | 0.04% | 0.02% | 162 | +6,318 | 112.36% | Q1 2026 | May 12, 2026 |
| STEINBERGANNA WEALTH MANAGEMENT | History | New | 11,596 | 1,152 | 0.55% | — | 163 | +11,596 | New | Q1 2026 | Apr 15, 2026 |
| Portolan Capital Management, LLC | History | Reduced | 10,688 | 1,062 | 0.06% | 0.63% | 164 | -86,205 | -88.97% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Reduced | 10,367 | 1,031 | 0.04% | 0.13% | 165 | -16,582 | -61.53% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 10,220 | 1,016 | 0.0% | 0.0% | 166 | -1,803 | -15.0% | Q1 2026 | May 13, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 10,170 | 1,011 | 0.05% | 0.04% | 167 | +2,500 | 32.59% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,819 | 976 | 0.01% | 0.01% | 168 | -70 | -0.71% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 9,790 | 973 | 0.01% | 0.01% | 169 | +1,328 | 15.69% | Q1 2026 | Apr 07, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 9,600 | 954 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,421 | 936 | 0.01% | 0.01% | 171 | -70 | -0.74% | Q1 2026 | Apr 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 9,306 | 925 | 0.0% | 0.0% | 172 | +675 | 7.82% | Q1 2026 | Apr 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,121 | 906 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 8,961 | 890 | 0.0% | 0.0% | 174 | -18,916 | -67.86% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 8,918 | 886 | 0.01% | 0.01% | 175 | -199 | -2.18% | Q1 2026 | May 01, 2026 |
| Strong Tower Advisory Services | History | New | 8,891 | 883 | 0.17% | — | 176 | +8,891 | New | Q1 2026 | Apr 16, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 8,744 | 869 | 0.0% | 0.01% | 178 | -4,789 | -35.39% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,744 | 869 | 0.0% | 0.0% | 177 | -3,190 | -26.73% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,641 | 857 | 0.0% | 0.0% | 179 | +5,557 | 180.19% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 8,500 | 844 | 0.0% | 0.0% | 180 | -36,100 | -80.94% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,451 | 840 | 0.0% | 0.01% | 181 | -9 | -0.11% | Q1 2026 | May 01, 2026 |
| Kensington Investment Counsel, LLC | History | Reduced | 8,291 | 824 | 0.4% | 0.77% | 182 | -7,293 | -46.8% | Q1 2026 | May 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,217 | 816 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,118 | 807 | 0.0% | — | 184 | +8,118 | New | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,059 | 801 | 0.0% | 0.0% | 185 | +5,354 | 197.93% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 7,779 | 773 | 0.0% | 0.0% | 187 | +2,971 | 61.79% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 7,784 | 773 | 0.01% | 0.01% | 186 | -13 | -0.17% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 7,647 | 760 | 0.02% | 0.03% | 188 | -34 | -0.44% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 7,566 | 752 | 0.0% | 0.0% | 189 | -76 | -0.99% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 7,507 | 746 | 0.01% | 0.01% | 190 | -13 | -0.17% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 7,481 | 743 | 0.0% | 0.0% | 191 | +2,381 | 46.69% | Q1 2026 | May 15, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Reduced | 7,422 | 737 | 0.01% | 0.01% | 192 | -3,406 | -31.46% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Reduced | 7,274 | 723 | 0.0% | 0.01% | 193 | -103,222 | -93.42% | Q1 2026 | May 15, 2026 |
| Oasis Advisors, LLC | History | New | 7,232 | 718 | 0.14% | — | 194 | +7,232 | New | Q1 2026 | May 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,100 | 705 | 0.0% | 0.0% | 195 | +200 | 2.9% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 6,989 | 697 | 0.0% | 0.0% | 196 | +115 | 1.67% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,969 | 692 | 0.0% | 0.0% | 197 | +5,289 | 314.82% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 6,910 | 687 | 0.0% | 0.0% | 198 | -8,815 | -56.06% | Q1 2026 | Apr 16, 2026 |
| Amundi | History | Added to | 6,897 | 685 | 0.0% | 0.0% | 199 | +1,640 | 31.2% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 6,813 | 677 | 0.0% | 0.0% | 200 | -5,739 | -45.72% | Q1 2026 | May 13, 2026 |
| Harbour Capital Advisors, LLC | History | Reduced | 5,807 | 665 | 0.13% | 0.15% | 201 | -20 | -0.34% | Q1 2026 | Apr 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 6,465 | 649 | 0.0% | 0.0% | 202 | +652 | 11.22% | Q1 2026 | May 05, 2026 |
| Havemeyer Place LP | History | Added to | 6,170 | 613 | 0.07% | 0.05% | 203 | +4,093 | 197.06% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Reduced | 6,132 | 609 | 0.01% | 0.04% | 205 | -7,561 | -55.22% | Q1 2026 | May 15, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 6,130 | 609 | 0.01% | 0.01% | 204 | -77 | -1.24% | Q1 2026 | May 15, 2026 |
| Prosperity Wealth Management, Inc. | History | No change | 4,870 | 592 | 0.2% | 0.2% | 206 | 0 | 0.0% | Q4 2025 | Mar 27, 2026 |
| Values First Advisors, Inc. | History | Added to | 5,944 | 590 | 0.31% | 0.36% | 207 | +181 | 3.14% | Q1 2026 | Apr 17, 2026 |
| Yorktown Management & Research Co Inc | History | Added to | 5,800 | 576 | 0.48% | 0.34% | 208 | +2,300 | 65.71% | Q1 2026 | Apr 20, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 5,711 | 567 | 0.0% | 0.0% | 209 | -52 | -0.9% | Q1 2026 | May 05, 2026 |
| Centiva Capital, LP | History | New | 5,674 | 564 | 0.0% | — | 210 | +5,674 | New | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,455 | 542 | 0.0% | 0.0% | 211 | -83 | -1.5% | Q1 2026 | Apr 22, 2026 |
| ProShare Advisors LLC | History | Reduced | 5,405 | 537 | 0.0% | 0.0% | 212 | -1,305 | -19.45% | Q1 2026 | Apr 24, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 5,355 | 532 | 0.01% | 0.02% | 213 | -1,220 | -18.56% | Q1 2026 | May 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 5,272 | 524 | 0.0% | 0.0% | 214 | -397 | -7.0% | Q1 2026 | Apr 30, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,266 | 523 | 0.0% | 0.0% | 215 | +408 | 8.4% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | New | 5,195 | 516 | 0.0% | — | 216 | +5,195 | New | Q1 2026 | May 14, 2026 |
| Keebeck Wealth Management | History | Added to | 5,175 | 514 | 0.06% | 0.06% | 217 | +572 | 12.43% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 4,202 | 511 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| &PARTNERS | History | Reduced | 5,137 | 510 | 0.0% | 0.0% | 219 | -1,595 | -23.69% | Q1 2026 | May 15, 2026 |
| Cornerstone Wealth Management, LLC | History | Reduced | 5,097 | 506 | 0.03% | 0.03% | 220 | -19 | -0.37% | Q1 2026 | Apr 23, 2026 |
| RB Capital Management, LLC | History | No change | 5,081 | 505 | 0.11% | 0.12% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Prosight Management, LP | History | New | 5,000 | 497 | 0.08% | — | 222 | +5,000 | New | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 4,972 | 494 | 0.01% | 0.01% | 223 | -43 | -0.86% | Q1 2026 | May 04, 2026 |
| Abundance Wealth Counselors | History | Reduced | 4,891 | 486 | 0.07% | 0.13% | 224 | -1,271 | -20.63% | Q1 2026 | Apr 22, 2026 |
| Private Advisor Group, LLC | History | New | 4,721 | 469 | 0.0% | — | 225 | +4,721 | New | Q1 2026 | Apr 24, 2026 |
| CFG Wealth Management Services, Inc. | History | New | 4,689 | 466 | 0.42% | — | 226 | +4,689 | New | Q1 2026 | May 07, 2026 |
| INTRUST BANK NA | History | Added to | 4,642 | 461 | 0.04% | 0.05% | 227 | +86 | 1.89% | Q1 2026 | May 06, 2026 |
| Generali Investments, Management Co LLC | History | Added to | 4,614 | 458 | 0.11% | 0.07% | 228 | +1,736 | 60.32% | Q1 2026 | Apr 09, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 4,590 | 456 | 0.0% | 0.01% | 229 | -20,970 | -82.04% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 4,439 | 441 | 0.01% | 0.01% | 230 | +169 | 3.96% | Q1 2026 | Apr 13, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 4,405 | 437 | 0.0% | 0.0% | 231 | +43 | 0.99% | Q1 2026 | May 14, 2026 |
| Odyssean, LLC | History | New | 4,390 | 436 | 0.16% | — | 232 | +4,390 | New | Q1 2026 | May 15, 2026 |
| Phoenix Financial Ltd. | History | Added to | 4,371 | 434 | 0.0% | 0.0% | 233 | +1,480 | 51.19% | Q1 2026 | May 11, 2026 |
| Precision Wealth Strategies, LLC | History | New | 4,357 | 433 | 0.14% | — | 234 | +4,357 | New | Q1 2026 | May 06, 2026 |
| Investment Research Partners LLC | History | Added to | 4,352 | 432 | 0.18% | 0.21% | 235 | +386 | 9.73% | Q1 2026 | Apr 29, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,339 | 431 | 0.0% | 0.0% | 236 | -363 | -7.72% | Q1 2026 | Apr 29, 2026 |
| DnB Asset Management AS | History | New | 4,202 | 417 | 0.0% | — | 237 | +4,202 | New | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 4,011 | 398 | 0.0% | 0.0% | 238 | -3 | -0.07% | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,911 | 388 | 0.0% | 0.0% | 239 | +5 | 0.13% | Q1 2026 | May 07, 2026 |
| Plan A Wealth LLC | History | Added to | 3,859 | 383 | 0.18% | 0.21% | 240 | +283 | 7.91% | Q1 2026 | May 15, 2026 |
| VIRTUE ASSET MANAGEMENT LLC | History | Reduced | 3,818 | 379 | 0.3% | 0.38% | 241 | -122 | -3.1% | Q1 2026 | May 12, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 3,789 | 376 | 0.21% | 0.23% | 242 | +333 | 9.64% | Q1 2026 | May 12, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,698 | 367 | 0.0% | 0.0% | 243 | +700 | 23.35% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,654 | 363 | 0.0% | 0.0% | 244 | +7 | 0.19% | Q1 2026 | May 08, 2026 |
| nVerses Capital, LLC | History | New | 3,644 | 362 | 0.33% | — | 246 | +3,644 | New | Q1 2026 | May 13, 2026 |
| HighPoint Advisor Group LLC | History | Added to | 3,646 | 362 | 0.02% | 0.02% | 245 | +691 | 23.38% | Q1 2026 | May 14, 2026 |
| BOKF, NA | History | New | 3,591 | 356 | 0.01% | — | 247 | +3,591 | New | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,539 | 352 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 3,540 | 351 | 0.01% | 0.01% | 249 | +1,184 | 50.25% | Q1 2026 | May 14, 2026 |
| Optimize Financial Inc | History | Reduced | 3,419 | 339 | 0.17% | 0.25% | 250 | -700 | -16.99% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,353 | 336 | 0.0% | 0.0% | 251 | +2,287 | 214.54% | Q1 2026 | Apr 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 3,364 | 334 | 0.06% | — | 252 | +3,362 | 168100.0% | Q1 2026 | May 11, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Reduced | 3,357 | 333 | 0.0% | 0.01% | 255 | -825 | -19.73% | Q1 2026 | May 11, 2026 |
| Blueshift Asset Management, LLC | History | Added to | 3,358 | 333 | 0.1% | 0.09% | 254 | +667 | 24.79% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 3,355 | 333 | 0.01% | 0.01% | 253 | -214 | -6.0% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 3,329 | 330 | 0.0% | 0.0% | 256 | +993 | 42.51% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,287 | 326 | 0.01% | 0.01% | 257 | -20 | -0.6% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 3,238 | 321 | 0.0% | 0.0% | 259 | -3,092 | -48.85% | Q1 2026 | May 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 3,232 | 321 | 0.0% | 0.0% | 258 | -84 | -2.53% | Q1 2026 | May 14, 2026 |
| SLT Holdings LLC | History | Reduced | 3,224 | 320 | 0.22% | 0.32% | 260 | -875 | -21.35% | Q1 2026 | Apr 21, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,212 | 318 | 0.0% | 0.0% | 261 | +826 | 34.62% | Q1 2026 | May 15, 2026 |
| Advyzon Investment Management, LLC | History | New | 3,196 | 317 | 0.03% | — | 262 | +3,196 | New | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 3,161 | 314 | 0.0% | 0.0% | 263 | +514 | 19.42% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,156 | 313 | 0.0% | 0.0% | 264 | +465 | 17.28% | Q1 2026 | May 14, 2026 |
| Sava Infond d.o.o. | History | No change | 3,100 | 308 | 0.04% | 0.05% | 265 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cynosure Group, LLC | History | New | 3,036 | 301 | 0.04% | — | 266 | +3,036 | New | Q1 2026 | May 13, 2026 |
| Sugar Maple Asset Management, LLC | History | No change | 3,000 | 298 | 0.18% | 0.24% | 267 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 2,920 | 290 | 0.01% | — | 269 | +2,920 | New | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Reduced | 2,924 | 290 | 0.0% | 0.0% | 268 | -38 | -1.28% | Q1 2026 | May 12, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 2,916 | 289 | 0.03% | 0.14% | 270 | -8,281 | -73.96% | Q1 2026 | May 13, 2026 |
| CSS LLC/IL | History | No change | 2,880 | 286 | 0.01% | 0.02% | 271 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Reduced | 2,831 | 281 | 0.02% | 0.04% | 272 | -875 | -23.61% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 2,814 | 279 | 0.01% | 0.02% | 273 | -4,971 | -63.85% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,778 | 276 | 0.01% | 0.01% | 274 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 2,745 | 273 | 0.02% | 0.02% | 275 | +512 | 22.93% | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 2,222 | 270 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Cresset Asset Management, LLC | History | New | 2,648 | 263 | 0.0% | — | 277 | +2,648 | New | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 2,637 | 262 | 0.04% | 0.06% | 278 | +1 | 0.04% | Q1 2026 | May 06, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 2,586 | 257 | 0.02% | 0.02% | 279 | +541 | 26.45% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | New | 2,512 | 249 | 0.01% | — | 281 | +2,512 | New | Q1 2026 | Apr 13, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 2,512 | 249 | 0.0% | 0.0% | 280 | +36 | 1.45% | Q1 2026 | Apr 27, 2026 |
| TRUEFG, LLC | History | No change | 2,500 | 248 | 0.07% | 0.08% | 282 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 2,465 | 245 | 0.0% | 0.0% | 283 | +2,190 | 796.36% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 2,451 | 243 | 0.0% | 0.0% | 284 | -6,667 | -73.12% | Q1 2026 | May 13, 2026 |
| IHT Wealth Management, LLC | History | New | 2,393 | 237 | 0.01% | — | 287 | +2,393 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,392 | 237 | 0.01% | 0.01% | 285 | -1,360 | -36.25% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Added to | 2,391 | 237 | 0.0% | 0.0% | 286 | +1,061 | 79.77% | Q1 2026 | May 06, 2026 |
| Fiduciary Alliance LLC | History | New | 2,016 | 234 | 0.01% | — | 288 | +2,016 | New | Q1 2026 | Apr 20, 2026 |
| Clearview Wealth Management LLC | History | New | 2,326 | 231 | 0.16% | — | 289 | +2,326 | New | Q1 2026 | May 15, 2026 |
| Total Clarity Wealth Management, Inc. | History | Added to | 2,322 | 230 | 0.05% | 0.06% | 290 | +112 | 5.07% | Q1 2026 | Apr 17, 2026 |
| Caprock Group, LLC | History | Added to | 2,312 | 229 | 0.01% | 0.01% | 291 | +295 | 14.63% | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 2,280 | 226 | 0.0% | 0.0% | 292 | +5 | 0.22% | Q1 2026 | May 11, 2026 |
| Vident Advisory, LLC | History | New | 2,229 | 221 | 0.0% | — | 293 | +2,229 | New | Q1 2026 | May 14, 2026 |
| Integrity Investment Advisors, LLC | History | Reduced | 2,222 | 220 | 0.12% | 0.15% | 294 | -8 | -0.36% | Q1 2026 | Apr 29, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 2,194 | 218 | 0.06% | — | 295 | +2,194 | New | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,191 | 217 | 0.0% | — | 296 | +2,191 | New | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 2,137 | 212 | 0.0% | 0.01% | 297 | -10,405 | -82.96% | Q1 2026 | May 15, 2026 |
| Bleichroeder LP | History | No change | 2,100 | 208 | 0.04% | 0.04% | 298 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 2,082 | 206 | 0.0% | 0.0% | 300 | +426 | 25.72% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 2,072 | 206 | 0.0% | 0.0% | 299 | +288 | 16.14% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | Added to | 2,077 | 206 | 0.01% | 0.01% | 301 | +211 | 11.31% | Q1 2026 | May 08, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | No change | 2,016 | 200 | 0.02% | 0.02% | 302 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Reduced | 2,010 | 199 | 0.0% | 0.01% | 303 | -4,273 | -68.01% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,906 | 189 | 0.01% | 0.01% | 304 | +15 | 0.79% | Q1 2026 | Apr 06, 2026 |
| Global Assets Advisory, LLC | History | New | 1,870 | 185 | 0.05% | — | 305 | +1,870 | New | Q1 2026 | May 01, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | Reduced | 1,800 | 178 | 0.07% | 0.13% | 306 | -996 | -35.62% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,782 | 177 | 0.0% | 0.0% | 307 | +1,583 | 795.48% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 1,758 | 174 | 0.01% | 0.01% | 308 | -42 | -2.33% | Q1 2026 | May 11, 2026 |
| STRS OHIO | History | Reduced | 1,700 | 168 | 0.0% | 0.0% | 309 | -100 | -5.56% | Q1 2026 | Apr 24, 2026 |
| Signature Equity Partners, LLC | History | New | 1,195 | 118 | 0.06% | — | 310 | +1,195 | New | Q1 2026 | May 13, 2026 |
| ARCADIA INVESTMENT MANAGEMENT CORP/MI | History | No change | 1,155 | 114 | 0.02% | 0.02% | 311 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 1,050 | 104 | 0.01% | 0.02% | 312 | -1,457 | -58.12% | Q1 2026 | Apr 14, 2026 |
| Vestcor Inc | History | New | 1,000 | 99 | 0.0% | — | 314 | +1,000 | New | Q1 2026 | May 12, 2026 |
| China Universal Asset Management Co., Ltd. | History | No change | 1,000 | 99 | 0.01% | 0.01% | 313 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| KBC Group NV | History | No change | 970 | 96 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 870 | 86 | 0.0% | 0.0% | 316 | +559 | 179.74% | Q1 2026 | May 01, 2026 |
| State of Wyoming | History | Added to | 863 | 85 | 0.01% | 0.01% | 317 | +39 | 4.73% | Q1 2026 | May 13, 2026 |
| Morse Asset Management, Inc | History | Added to | 812 | 80 | 0.02% | 0.02% | 318 | +126 | 18.37% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 800 | 79 | 0.0% | 0.0% | 319 | +21 | 2.7% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 770 | 76 | 0.01% | 0.01% | 320 | -2 | -0.26% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 771 | 72 | 0.0% | 0.01% | 321 | -423 | -35.43% | Q1 2026 | May 15, 2026 |
| RiverPark Advisors, LLC | History | Reduced | 675 | 67 | 0.02% | 0.02% | 322 | -9 | -1.32% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 655 | 62 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 611 | 60 | 0.0% | 0.0% | 324 | +96 | 18.64% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 478 | 58 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 574 | 57 | 0.0% | — | 327 | +574 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 581 | 57 | 0.0% | 0.0% | 326 | -12 | -2.02% | Q1 2026 | May 13, 2026 |
| CENTRAL TRUST Co | History | No change | 550 | 54 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 533 | 52 | 0.0% | — | 330 | +533 | New | Q1 2026 | Apr 14, 2026 |
| Covestor Ltd | History | Added to | 526 | 52 | 0.04% | 0.01% | 329 | +420 | 396.23% | Q1 2026 | May 05, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 500 | 49 | 0.01% | 0.01% | 331 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 500 | 49 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 484 | 48 | 0.0% | 0.0% | 333 | -89 | -15.53% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 485 | 48 | 0.0% | 0.0% | 334 | +6 | 1.25% | Q1 2026 | Apr 07, 2026 |
| ADIRONDACK TRUST CO | History | No change | 460 | 45 | 0.02% | 0.02% | 335 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 425 | 44 | 0.0% | 0.0% | 336 | +207 | 94.95% | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | Reduced | 437 | 43 | 0.0% | 0.0% | 337 | -1,328 | -75.24% | Q1 2026 | May 15, 2026 |
| FIRST HORIZON CORP | History | Reduced | 429 | 42 | 0.0% | 0.0% | 338 | -273 | -38.89% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 409 | 40 | 0.0% | 0.0% | 339 | +129 | 46.07% | Q1 2026 | May 07, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 400 | 39 | 0.0% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Oakworth Capital, Inc. | History | No change | 372 | 36 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | Reduced | 355 | 35 | 0.0% | 0.0% | 342 | -11 | -3.01% | Q1 2026 | May 11, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 322 | 32 | 0.01% | 0.02% | 343 | -100 | -23.7% | Q1 2026 | May 01, 2026 |
| Titan Wealth (CI) Ltd | History | No change | 325 | 32 | 0.01% | 0.01% | 344 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Reduced | 301 | 30 | 0.0% | 0.0% | 345 | -300 | -49.92% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | New | 300 | 29 | 0.0% | — | 348 | +300 | New | Q1 2026 | Apr 23, 2026 |
| Ascentis Independent Advisors | History | New | 299 | 29 | 0.0% | — | 349 | +299 | New | Q1 2026 | Apr 28, 2026 |
| Bayforest Capital Ltd | History | New | 294 | 29 | 0.03% | — | 350 | +294 | New | Q1 2026 | Apr 15, 2026 |
| NFSG Corp | History | No change | 300 | 29 | 0.0% | 0.01% | 346 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LOM Asset Management Ltd | History | No change | 300 | 29 | 0.01% | 0.01% | 347 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | No change | 282 | 28 | 0.0% | 0.0% | 351 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ORG Partners LLC | History | No change | 222 | 27 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 254 | 25 | 0.0% | 0.02% | 353 | -571 | -69.21% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 241 | 24 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 218 | 21 | 0.0% | 0.0% | 355 | -4 | -1.8% | Q1 2026 | Apr 22, 2026 |
| MB, LEVIS & ASSOCIATES, LLC | History | New | 200 | 19 | 0.01% | — | 356 | +200 | New | Q1 2026 | Apr 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 162 | 16 | 0.0% | 0.0% | 357 | -10 | -5.81% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 160 | 15 | 0.0% | 0.0% | 358 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 150 | 14 | 0.0% | 0.0% | 359 | -32 | -17.58% | Q1 2026 | May 06, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 150 | 14 | 0.0% | 0.0% | 360 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| TRUST CO OF VERMONT | History | No change | 110 | 13 | 0.0% | 0.0% | 361 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MCF Advisors LLC | History | No change | 137 | 13 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Asset Dedication, LLC | History | No change | 92 | 11 | 0.0% | 0.0% | 363 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Matrix Trust Co | History | New | 104 | 10 | 0.0% | — | 364 | +104 | New | Q1 2026 | Apr 09, 2026 |
| Parkside Financial Bank & Trust | History | No change | 94 | 9 | 0.0% | 0.0% | 365 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Triumph Capital Management | History | No change | 100 | 9 | 0.0% | 0.0% | 366 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| City State Bank | History | No change | 100 | 9 | 0.0% | 0.0% | 367 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 82 | 8 | 0.0% | — | 368 | +81 | 8100.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 85 | 8 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Golden State Wealth Management, LLC | History | No change | 82 | 8 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Coston, McIsaac & Partners | History | New | 76 | 7 | 0.0% | — | 376 | +76 | New | Q1 2026 | Apr 22, 2026 |
| Bare Financial Services, Inc | History | Added to | 75 | 7 | 0.0% | 0.0% | 375 | +28 | 59.57% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 80 | 7 | 0.0% | 0.0% | 371 | +5 | 6.67% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 71 | 7 | 0.0% | 0.0% | 372 | +5 | 7.58% | Q1 2026 | May 07, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 74 | 7 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Avalon Trust Co | History | No change | 75 | 7 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 90 | 6 | 0.0% | 0.0% | 377 | +21 | 30.43% | Q1 2026 | May 13, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 69 | 6 | 0.0% | 0.0% | 378 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Western Wealth Management, LLC | History | New | 58 | 5 | 0.0% | — | 381 | +58 | New | Q1 2026 | May 19, 2026 |
| Truvestments Capital LLC | History | No change | 57 | 5 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 54 | 5 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 61 | 4 | 0.0% | 0.0% | 384 | +38 | 165.22% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 45 | 4 | 0.0% | 0.0% | 385 | +32 | 246.15% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 45 | 4 | 0.0% | 0.0% | 382 | -7 | -13.46% | Q1 2026 | May 14, 2026 |
| HighMark Wealth Management LLC | History | Added to | 41 | 4 | 0.0% | 0.0% | 383 | +1 | 2.5% | Q1 2026 | May 05, 2026 |
| Elequin Capital, LP | History | Reduced | 37 | 3 | 0.0% | 0.0% | 387 | -70 | -65.42% | Q1 2026 | May 11, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 40 | 3 | 0.0% | — | 390 | +40 | New | Q1 2026 | Apr 14, 2026 |
| MAI Capital Management | History | Added to | 33 | 3 | 0.0% | — | 386 | +30 | 1000.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 40 | 3 | 0.0% | 0.0% | 389 | +18 | 81.82% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 31 | 3 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 30 | 2 | 0.0% | — | 396 | +30 | New | Q1 2026 | May 08, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 24 | 2 | 0.0% | 0.0% | 393 | +2 | 9.09% | Q1 2026 | May 13, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 21 | 2 | 0.0% | 0.0% | 394 | +2 | 10.53% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 22 | 2 | 0.0% | 0.0% | 391 | -1 | -4.35% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 26 | 2 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | No change | 29 | 2 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | New | 19 | 1 | 0.0% | — | 406 | +19 | New | Q1 2026 | Apr 06, 2026 |
| MATHER GROUP, LLC. | History | New | 17 | 1 | 0.0% | — | 405 | +17 | New | Q1 2026 | Apr 13, 2026 |
| JPL Wealth Management, LLC | History | New | 15 | 1 | 0.0% | — | 407 | +15 | New | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 1 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | No change | 19 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 14 | 1 | 0.0% | 0.0% | 400 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 17 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bell Investment Advisors, Inc | History | No change | 16 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 13 | 1 | 0.0% | 0.0% | 403 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Torren Management, LLC | History | No change | 11 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.06% | — | -108,000 | -100.0% | Q1 2026 | May 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -91,065 | -100.0% | Q1 2026 | May 15, 2026 |
| Lisanti Capital Growth, LLC | History | Closed out | 0 | 0 | — | 1.64% | — | -56,751 | -100.0% | Q1 2026 | May 06, 2026 |
| Parkman Healthcare Partners LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -45,174 | -100.0% | Q1 2026 | May 15, 2026 |
| Meridiem Capital Partners LP | History | Closed out | 0 | 0 | — | 0.27% | — | -36,668 | -100.0% | Q1 2026 | May 15, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -25,492 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -17,888 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -15,735 | -100.0% | Q1 2026 | May 14, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -15,264 | -100.0% | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -11,045 | -100.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.06% | — | -10,588 | -100.0% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,299 | -100.0% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,344 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,022 | -100.0% | Q1 2026 | May 13, 2026 |
| Wakefield Asset Management LLLP | History | Closed out | 0 | 0 | — | 0.29% | — | -8,801 | -100.0% | Q1 2026 | May 12, 2026 |
| Regal Partners Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -8,600 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,761 | -100.0% | Q1 2026 | May 15, 2026 |
| CLOUGH CAPITAL PARTNERS L P | History | Closed out | 0 | 0 | — | 0.08% | — | -7,119 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,200 | -100.0% | Q1 2026 | May 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,036 | -100.0% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,742 | -100.0% | Q1 2026 | May 14, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.07% | — | -3,712 | -100.0% | Q1 2026 | May 12, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -3,537 | -100.0% | Q1 2026 | May 13, 2026 |
| Eddie Patel Inc | History | Closed out | 0 | 0 | — | 0.31% | — | -3,406 | -100.0% | Q1 2026 | May 11, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.02% | — | -3,260 | -100.0% | Q1 2026 | May 07, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,943 | -100.0% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,771 | -100.0% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,577 | -100.0% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,552 | -100.0% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,502 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -2,472 | -100.0% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Closed out | 0 | 0 | — | 0.01% | — | -2,236 | -100.0% | Q1 2026 | Apr 22, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,207 | -100.0% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -2,123 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,086 | -100.0% | Q1 2026 | May 13, 2026 |
| Venturi Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,973 | -100.0% | Q1 2026 | Apr 21, 2026 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,906 | -100.0% | Q1 2026 | May 08, 2026 |
| Indivisible Partners | History | Closed out | 0 | 0 | — | 0.02% | — | -1,891 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,767 | -100.0% | Q1 2026 | Apr 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,764 | -100.0% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,747 | -100.0% | Q1 2026 | May 08, 2026 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,744 | -100.0% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,728 | -100.0% | Q1 2026 | May 14, 2026 |
| Brookstone Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -1,718 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,694 | -100.0% | Q1 2026 | May 05, 2026 |
| Meridian Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,679 | -100.0% | Q1 2026 | May 06, 2026 |
| 49 WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,677 | -100.0% | Q1 2026 | May 13, 2026 |
| OPAL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -1,677 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -504 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Harvest Fund Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -255 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -195 | -100.0% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Reduced | 10 | 0 | — | 0.0% | — | -188 | -94.95% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -164 | -100.0% | Q1 2026 | May 12, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -141 | -100.0% | Q1 2026 | Apr 21, 2026 |
| CoreCap Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q1 2026 | Apr 07, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -99 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -98 | -100.0% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -15 | -100.0% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | Apr 29, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -7 | -43.75% | Q1 2026 | May 15, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | Added to | 9 | 0 | — | — | — | +5 | 125.0% | Q1 2026 | Apr 15, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -4 | -44.44% | Q1 2026 | Apr 28, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 6 | 0 | — | — | — | +4 | 200.0% | Q1 2026 | Apr 21, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 08, 2026 |
| Marquette Asset Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q1 2026 | Apr 20, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | Apr 30, 2026 |
| Hughes Financial Services, LLC | History | Added to | 5 | 0 | — | — | — | +3 | 150.0% | Q1 2026 | Apr 29, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q1 2026 | Apr 23, 2026 |
| ROSS\JOHNSON & Associates LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 08, 2026 |
| Abound Wealth Management | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 14, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| HFM Investment Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 01, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD Capital Management LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bogart Wealth, LLC | History | No change | 9 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SHP Wealth Management | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SWAN Capital LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Ankerstar Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |