TEEKAY TANKERS LTD. - TNK
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,903,749 | 139,579 | 0.03% | 0.02% | 1 | +68,437 | 3.73% | Q1 2026 | May 07, 2026 |
| Mercuria Capital Strategies, LLC | History | Added to | 1,778,956 | 130,433 | 49.85% | 37.27% | 2 | +550,662 | 44.83% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 1,657,298 | 121,513 | 0.01% | 0.0% | 3 | +246,871 | 17.5% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,512,317 | 110,883 | 0.0% | 0.0% | 4 | -185,565 | -10.93% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 989,969 | 72,584 | 0.04% | 0.03% | 5 | -23,635 | -2.33% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 706,797 | 51,797 | 0.07% | 0.03% | 6 | +418,185 | 144.9% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 614,297 | 45,040 | 0.0% | 0.0% | 7 | -137,871 | -18.33% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 558,000 | 40,912 | 0.06% | 0.05% | 8 | +900 | 0.16% | Q1 2026 | May 14, 2026 |
| Summit Street Capital Management, LLC | History | No change | 471,147 | 34,544 | 4.88% | 3.96% | 9 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 421,085 | 30,873 | 0.0% | 0.0% | 10 | +62,287 | 17.36% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 408,962 | 29,985 | 0.03% | 0.02% | 11 | +129,273 | 46.22% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 401,385 | 29,429 | 0.0% | 0.0% | 12 | +1,553 | 0.39% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 391,763 | 28,724 | 0.0% | 0.0% | 13 | -36,377 | -8.5% | Q1 2026 | May 05, 2026 |
| CastleKnight Management LP | History | Reduced | 390,336 | 28,619 | 0.48% | 0.8% | 14 | -285,431 | -42.24% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 360,461 | 25,964 | 0.0% | 0.0% | 15 | -57,022 | -13.66% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 352,257 | 25,827 | 0.01% | 0.0% | 16 | -16,287 | -4.42% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 320,495 | 23,498 | 0.08% | 0.06% | 17 | -571 | -0.18% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 318,769 | 23,372 | 0.0% | 0.0% | 18 | +70,987 | 28.65% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 300,968 | 22,066 | 0.0% | 0.0% | 19 | +148,644 | 97.58% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 292,342 | 21,434 | 0.43% | 0.3% | 20 | +21,172 | 7.81% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 261,260 | 19,155 | 0.0% | 0.0% | 21 | +121,686 | 87.18% | Q1 2026 | May 15, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | New | 250,000 | 18,330 | 0.5% | — | 22 | +250,000 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 242,180 | 17,756 | 0.01% | 0.01% | 23 | +53,170 | 28.13% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 219,074 | 16,062 | 0.03% | 0.01% | 24 | +106,192 | 94.07% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 217,493 | 15,946 | 0.01% | 0.0% | 25 | +170,940 | 367.19% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 205,725 | 15,083 | 0.0% | 0.0% | 26 | +8,020 | 4.06% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 200,206 | 14,679 | 0.03% | 0.01% | 27 | +148,941 | 290.53% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Added to | 191,472 | 14,038 | 0.09% | 0.14% | 28 | +33,302 | 21.05% | Q1 2026 | May 14, 2026 |
| Oceanic Investment Management LTD | History | Added to | 190,592 | 13,974 | 11.85% | 2.06% | 29 | +153,767 | 417.56% | Q1 2026 | May 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 189,533 | 13,896 | 0.32% | 0.27% | 30 | -25,195 | -11.73% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 188,952 | 13,853 | 0.0% | — | 31 | +188,952 | New | Q1 2026 | May 08, 2026 |
| Hartree Partners, LP | History | Added to | 185,462 | 13,598 | 2.91% | 2.87% | 32 | +37,102 | 25.01% | Q1 2026 | May 12, 2026 |
| NEOS Investment Management LLC | History | Added to | 180,758 | 13,253 | 0.07% | 0.0% | 33 | +165,321 | 1070.94% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 174,284 | 12,778 | 0.02% | 0.01% | 34 | +57,177 | 48.82% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 173,670 | 12,733 | 0.0% | 0.0% | 35 | -36,216 | -17.26% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 170,519 | 12,502 | 0.02% | — | 36 | +170,519 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 166,824 | 12,130 | 0.01% | 0.01% | 37 | +74,786 | 81.26% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 165,392 | 12,126 | 0.0% | 0.0% | 38 | -187,703 | -53.16% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Added to | 160,734 | 11,785 | 0.02% | 0.01% | 39 | +62,200 | 63.13% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 212,892 | 11,372 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 152,529 | 11,183 | 0.05% | 0.04% | 41 | -24,279 | -13.73% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 145,390 | 10,659 | 0.11% | 0.09% | 42 | -26,658 | -15.49% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 145,325 | 10,655 | 0.03% | 0.02% | 43 | +50,807 | 53.75% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 124,885 | 9,156 | 0.01% | 0.0% | 44 | +78,138 | 167.15% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 109,583 | 8,034 | 0.06% | 0.05% | 45 | +13,116 | 13.6% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 106,160 | 7,783 | 0.01% | 0.0% | 46 | +64,645 | 155.71% | Q1 2026 | May 13, 2026 |
| Quantedge Capital Pte Ltd | History | Reduced | 104,718 | 7,677 | 4.2% | 2.74% | 47 | -3,100 | -2.88% | Q1 2026 | May 12, 2026 |
| DENALI ADVISORS LLC | History | Added to | 100,690 | 7,382 | 0.82% | 0.53% | 48 | +10,518 | 11.66% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 95,989 | 7,037 | 0.01% | — | 49 | +95,989 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 90,519 | 6,636 | 0.0% | 0.0% | 50 | -6,340 | -6.55% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 89,926 | 6,593 | 0.0% | 0.0% | 51 | +23,696 | 35.78% | Q1 2026 | May 13, 2026 |
| CSM Advisors, LLC | History | Added to | 84,424 | 6,190 | 0.15% | 0.1% | 52 | +13,089 | 18.35% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 82,796 | 6,070 | 0.0% | 0.0% | 53 | -63,582 | -43.44% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 82,401 | 6,041 | 0.01% | 0.01% | 54 | -14,462 | -14.93% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 81,828 | 5,999 | 0.08% | 0.01% | 55 | +66,656 | 439.34% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 71,438 | 5,237 | 0.0% | 0.0% | 56 | +28,839 | 67.7% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 71,005 | 5,206 | 0.01% | 0.0% | 57 | +5,254 | 7.99% | Q1 2026 | May 14, 2026 |
| FEARNLEY ASSET MANAGEMENT AS | History | Reduced | 69,094 | 5,065 | 1.66% | 8.21% | 58 | -265,800 | -79.37% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 65,842 | 4,827 | 0.0% | — | 59 | +65,842 | New | Q1 2026 | May 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 64,367 | 4,719 | 0.12% | 0.08% | 60 | +5,772 | 9.85% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 61,899 | 4,538 | 0.0% | 0.0% | 61 | -2,451 | -3.81% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Reduced | 58,381 | 4,280 | 0.0% | 0.0% | 62 | -177 | -0.3% | Q1 2026 | Apr 30, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 58,216 | 4,268 | 0.04% | 0.03% | 63 | +744 | 1.29% | Q1 2026 | May 11, 2026 |
| Hudson Bay Capital Management LP | History | No change | 56,159 | 4,117 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 55,000 | 4,032 | 0.02% | 0.01% | 65 | +15,000 | 37.5% | Q1 2026 | Apr 29, 2026 |
| Engineers Gate Manager LP | History | Added to | 54,242 | 3,977 | 0.05% | 0.01% | 66 | +36,219 | 200.96% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 46,934 | 3,441 | 0.0% | 0.0% | 67 | -8,254 | -14.96% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 42,031 | 3,081 | 0.01% | 0.01% | 68 | +2,447 | 6.18% | Q1 2026 | May 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 38,427 | 2,817 | 0.27% | 0.11% | 69 | +18,804 | 95.83% | Q1 2026 | Apr 10, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 37,826 | 2,773 | 0.01% | 0.0% | 70 | +20,000 | 112.2% | Q1 2026 | May 15, 2026 |
| Glenorchy Capital Ltd | History | Added to | 37,501 | 2,749 | 0.16% | 0.12% | 71 | +564 | 1.53% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 35,302 | 2,588 | 0.0% | 0.0% | 72 | +6,200 | 21.3% | Q1 2026 | May 06, 2026 |
| SHARIAPORTFOLIO, INC. | History | No change | 48,065 | 2,567 | 1.08% | 1.08% | 73 | 0 | 0.0% | Q4 2025 | Jan 21, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 34,546 | 2,533 | 0.16% | 0.12% | 74 | +7,758 | 28.96% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Added to | 34,019 | 2,494 | 0.04% | 0.03% | 75 | +11,583 | 51.63% | Q1 2026 | May 15, 2026 |
| Strategic Global Advisors, LLC | History | Reduced | 33,526 | 2,458 | 0.39% | 0.29% | 76 | -1,031 | -2.98% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 31,433 | 2,304 | 0.0% | 0.0% | 77 | +296 | 0.95% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 29,187 | 2,140 | 0.0% | 0.0% | 78 | +18,261 | 167.13% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 28,759 | 2,108 | 0.0% | — | 79 | +28,759 | New | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 26,454 | 1,939 | 0.04% | 0.07% | 80 | -32,723 | -55.3% | Q1 2026 | Apr 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 26,200 | 1,920 | 0.01% | 0.0% | 81 | -33 | -0.13% | Q1 2026 | May 14, 2026 |
| Manatuck Hill Partners, LLC | History | New | 24,000 | 1,759 | 0.47% | — | 82 | +24,000 | New | Q1 2026 | May 15, 2026 |
| Marnell Management LLC | History | Added to | 23,567 | 1,727 | 0.6% | 0.6% | 83 | +494 | 2.14% | Q1 2026 | May 14, 2026 |
| Amundi | History | New | 22,216 | 1,628 | 0.0% | — | 84 | +22,216 | New | Q1 2026 | May 15, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 21,000 | 1,539 | 0.33% | — | 85 | +21,000 | New | Q1 2026 | May 11, 2026 |
| Kendall Capital Management | History | Reduced | 19,842 | 1,454 | 0.3% | 0.22% | 86 | -143 | -0.72% | Q1 2026 | Apr 24, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 19,755 | 1,448 | 0.0% | 0.0% | 87 | +2,130 | 12.09% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 19,657 | 1,441 | 0.01% | 0.01% | 88 | -166 | -0.84% | Q1 2026 | May 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 20,507 | 1,424 | 0.02% | 0.01% | 89 | -53 | -0.26% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 19,345 | 1,418 | 0.0% | 0.0% | 90 | +6,850 | 54.82% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | New | 18,336 | 1,344 | 0.04% | — | 91 | +18,336 | New | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 18,251 | 1,338 | 0.0% | 0.0% | 92 | +6,617 | 56.88% | Q1 2026 | Apr 16, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 24,620 | 1,315 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 17,560 | 1,287 | 0.0% | — | 94 | +17,560 | New | Q1 2026 | Apr 21, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,400 | 1,276 | 0.0% | 0.0% | 95 | +2,993 | 20.77% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 16,034 | 1,175 | 0.09% | 0.02% | 96 | +11,594 | 261.13% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 15,627 | 1,145 | 0.02% | 0.01% | 97 | +2,363 | 17.82% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,478 | 1,134 | 0.0% | 0.0% | 98 | +5,112 | 49.32% | Q1 2026 | May 14, 2026 |
| MYDA Advisors LLC | History | New | 15,000 | 1,099 | 0.18% | — | 99 | +15,000 | New | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 14,853 | 1,089 | 0.0% | — | 100 | +14,853 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 19,038 | 1,017 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 13,730 | 1,006 | 0.02% | 0.01% | 102 | -622 | -4.33% | Q1 2026 | Apr 27, 2026 |
| Unison Advisors LLC | History | Added to | 13,326 | 977 | 0.07% | 0.06% | 103 | +55 | 0.41% | Q1 2026 | Apr 28, 2026 |
| Summit Global Investments | History | Reduced | 13,146 | 964 | 0.06% | 0.04% | 104 | -57 | -0.43% | Q1 2026 | May 07, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 13,098 | 960 | 0.0% | 0.0% | 105 | -145 | -1.09% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 12,885 | 944 | 0.0% | 0.0% | 106 | +2,345 | 22.25% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 12,690 | 914 | 0.16% | 0.23% | 107 | -14,642 | -53.57% | Q1 2026 | May 12, 2026 |
| STRS OHIO | History | Reduced | 12,200 | 894 | 0.0% | 0.0% | 108 | -1,800 | -12.86% | Q1 2026 | Apr 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 11,970 | 873 | 0.0% | 0.0% | 109 | +1,245 | 11.61% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,271 | 826 | 0.0% | 0.0% | 110 | +112 | 1.0% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Added to | 11,185 | 820 | 0.0% | 0.0% | 111 | +5,957 | 113.94% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | New | 11,078 | 812 | 0.0% | — | 112 | +11,078 | New | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Reduced | 10,931 | 801 | 0.01% | 0.01% | 113 | -2,512 | -18.69% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 10,741 | 787 | 0.0% | 0.0% | 114 | +3,654 | 51.56% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 10,318 | 756 | 0.0% | 0.0% | 115 | -56,657 | -84.59% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 10,302 | 755 | 0.0% | 0.0% | 116 | +3,518 | 51.86% | Q1 2026 | May 15, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 10,161 | 745 | 0.04% | 0.02% | 117 | +3,089 | 43.68% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Added to | 10,072 | 738 | 0.0% | 0.0% | 118 | +901 | 9.82% | Q1 2026 | May 14, 2026 |
| HARVEY CAPITAL MANAGEMENT INC | History | No change | 9,985 | 732 | 0.17% | 0.11% | 119 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 9,800 | 718 | 0.0% | — | 120 | +9,800 | New | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,498 | 696 | 0.0% | 0.0% | 121 | -17,719 | -65.1% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 9,235 | 677 | 0.0% | — | 122 | +9,235 | New | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | New | 9,230 | 676 | 0.02% | — | 123 | +9,230 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 8,187 | 630 | 0.0% | 0.0% | 124 | +1,813 | 28.44% | Q1 2026 | Apr 08, 2026 |
| Essex Financial Services, Inc. | History | Added to | 8,089 | 593 | 0.03% | 0.02% | 125 | +17 | 0.21% | Q1 2026 | Apr 24, 2026 |
| IHT Wealth Management, LLC | History | Added to | 8,045 | 589 | 0.01% | 0.01% | 126 | +31 | 0.39% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 7,886 | 578 | 0.0% | 0.0% | 127 | +600 | 8.23% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,455 | 546 | 0.0% | 0.0% | 128 | +830 | 12.53% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 7,073 | 518 | 0.0% | 0.0% | 129 | -1,171 | -14.2% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,727 | 493 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Added to | 6,658 | 488 | 0.0% | 0.0% | 131 | +671 | 11.21% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,612 | 484 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AVIVA PLC | History | Reduced | 6,253 | 458 | 0.0% | 0.0% | 133 | -2,202 | -26.04% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Reduced | 6,255 | 458 | 0.0% | 0.0% | 134 | -1,804 | -22.38% | Q1 2026 | May 11, 2026 |
| Ellevest, Inc. | History | Reduced | 6,169 | 452 | 0.06% | 0.05% | 135 | -430 | -6.52% | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,113 | 448 | 0.0% | 0.0% | 136 | -3,002 | -32.93% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,084 | 446 | 0.0% | 0.0% | 137 | -407 | -6.27% | Q1 2026 | May 12, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 6,052 | 443 | 0.0% | 0.0% | 138 | +138 | 2.33% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 6,000 | 439 | 0.08% | — | 139 | +6,000 | New | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 5,969 | 437 | 0.0% | 0.0% | 140 | +5,870 | 5929.29% | Q1 2026 | May 08, 2026 |
| MQS Management LLC | History | Reduced | 5,938 | 435 | 0.29% | 0.28% | 141 | -2,964 | -33.3% | Q1 2026 | Apr 23, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 5,918 | 433 | 0.01% | — | 142 | +5,918 | New | Q1 2026 | May 08, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Reduced | 5,813 | 426 | 0.11% | 0.15% | 144 | -5,179 | -47.12% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 5,812 | 426 | 0.02% | 0.01% | 143 | +1,331 | 29.7% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,731 | 420 | 0.01% | 0.01% | 145 | -3,434 | -37.47% | Q1 2026 | Apr 22, 2026 |
| Brevan Howard Capital Management LP | History | New | 5,659 | 414 | 0.0% | — | 146 | +5,659 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | New | 5,413 | 396 | 0.0% | — | 147 | +5,413 | New | Q1 2026 | May 12, 2026 |
| U S GLOBAL INVESTORS INC | History | Added to | 5,383 | 394 | 0.05% | 0.02% | 148 | +1,615 | 42.86% | Q1 2026 | May 01, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 4,949 | 362 | 0.02% | — | 149 | +4,949 | New | Q1 2026 | May 15, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | New | 4,906 | 359 | 0.02% | — | 150 | +4,906 | New | Q1 2026 | May 07, 2026 |
| Entropy Technologies, LP | History | New | 4,848 | 355 | 0.02% | — | 151 | +4,848 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,814 | 352 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 4,751 | 348 | 0.0% | 0.0% | 153 | -3,939 | -45.33% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | New | 4,219 | 309 | 0.0% | — | 154 | +4,219 | New | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 4,211 | 307 | 0.0% | 0.0% | 155 | -885 | -17.37% | Q1 2026 | Apr 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,161 | 305 | 0.0% | 0.0% | 156 | -228 | -5.19% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 4,138 | 303 | 0.0% | 0.0% | 157 | -1,902 | -31.49% | Q1 2026 | May 11, 2026 |
| CenterBook Partners LP | History | New | 4,060 | 297 | 0.02% | — | 158 | +4,060 | New | Q1 2026 | May 05, 2026 |
| Insight Wealth Partners, LLC | History | New | 4,026 | 295 | 0.04% | — | 160 | +4,026 | New | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 4,031 | 295 | 0.0% | 0.0% | 159 | +3,515 | 681.2% | Q1 2026 | May 04, 2026 |
| Savant Capital, LLC | History | New | 4,020 | 294 | 0.0% | — | 161 | +4,020 | New | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 3,952 | 289 | 0.0% | — | 162 | +3,952 | New | Q1 2026 | May 15, 2026 |
| Baron Wealth Management LLC | History | Reduced | 3,916 | 287 | 0.09% | 0.07% | 163 | -119 | -2.95% | Q1 2026 | Apr 16, 2026 |
| Sequoia Financial Advisors, LLC | History | New | 3,687 | 270 | 0.0% | — | 165 | +3,687 | New | Q1 2026 | Apr 30, 2026 |
| Vise Technologies, Inc. | History | No change | 5,064 | 270 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,483 | 255 | 0.0% | 0.0% | 166 | -909 | -20.7% | Q1 2026 | Apr 24, 2026 |
| Magnetar Financial LLC | History | Reduced | 3,406 | 249 | 0.0% | 0.0% | 167 | -2,221 | -39.47% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | New | 3,360 | 246 | 0.0% | — | 169 | +3,360 | New | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 3,357 | 246 | 0.0% | 0.0% | 168 | -1,242 | -27.01% | Q1 2026 | Apr 14, 2026 |
| Abel Hall, LLC | History | New | 3,291 | 241 | 0.05% | — | 170 | +3,291 | New | Q1 2026 | Apr 28, 2026 |
| State of Wyoming | History | Reduced | 3,237 | 237 | 0.03% | 0.04% | 171 | -4,026 | -55.43% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 3,027 | 220 | 0.0% | — | 172 | +3,027 | New | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 2,997 | 219 | 0.03% | — | 173 | +2,997 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | New | 2,964 | 217 | 0.0% | — | 174 | +2,964 | New | Q1 2026 | May 14, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 2,834 | 207 | 0.02% | — | 175 | +2,834 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 2,383 | 174 | 0.02% | 0.01% | 176 | -23 | -0.96% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,007 | 147 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 1,925 | 141 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,810 | 132 | 0.0% | 0.0% | 179 | -197 | -9.82% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 1,800 | 131 | 0.0% | 0.0% | 181 | +681 | 60.86% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,798 | 131 | 0.0% | 0.0% | 180 | -29 | -1.59% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,326 | 124 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,632 | 119 | 0.0% | 0.0% | 183 | -168 | -9.33% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,318 | 96 | 0.0% | 0.0% | 184 | +1,250 | 1838.24% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,321 | 96 | 0.0% | 0.0% | 185 | +150 | 12.81% | Q1 2026 | Apr 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,301 | 95 | 0.0% | 0.0% | 186 | -179 | -12.09% | Q1 2026 | May 15, 2026 |
| Estabrook Capital Management | History | No change | 1,200 | 87 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,081 | 79 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,065 | 78 | 0.0% | 0.0% | 189 | -165 | -13.41% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 951 | 69 | 0.01% | 0.04% | 190 | -1,851 | -66.06% | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 868 | 63 | 0.05% | — | 191 | +868 | New | Q1 2026 | Apr 02, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 784 | 57 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 768 | 56 | 0.0% | — | 193 | +768 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 729 | 52 | 0.0% | 0.0% | 194 | +525 | 257.35% | Q1 2026 | May 15, 2026 |
| Fulcrum Asset Management LLP | History | New | 720 | 51 | 0.01% | — | 195 | +720 | New | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 687 | 50 | 0.0% | 0.0% | 196 | -3 | -0.43% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 649 | 47 | 0.0% | 0.0% | 197 | +203 | 45.52% | Q1 2026 | Apr 07, 2026 |
| Global Trust Asset Management, LLC | History | New | 625 | 45 | 0.02% | — | 198 | +625 | New | Q1 2026 | Apr 23, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 594 | 43 | 0.0% | 0.0% | 199 | -5,817 | -90.73% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 518 | 38 | 0.0% | — | 200 | +518 | New | Q1 2026 | Apr 28, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 500 | 36 | 0.03% | — | 201 | +500 | New | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 483 | 35 | 0.0% | 0.0% | 202 | +39 | 8.78% | Q1 2026 | Apr 06, 2026 |
| Matrix Trust Co | History | Added to | 425 | 31 | 0.01% | 0.0% | 204 | +16 | 3.91% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 424 | 31 | 0.0% | 0.0% | 203 | -2 | -0.47% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 415 | 30 | 0.0% | 0.0% | 206 | +3 | 0.73% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 414 | 30 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 391 | 28 | 0.0% | 0.0% | 207 | +360 | 1161.29% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Reduced | 386 | 28 | 0.0% | 0.0% | 208 | -259 | -40.16% | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 310 | 22 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | No change | 312 | 22 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Longview Financial Advisors, Inc. | History | New | 239 | 17 | 0.01% | — | 211 | +239 | New | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 224 | 16 | 0.0% | 0.0% | 212 | +85 | 61.15% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | No change | 230 | 16 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 199 | 15 | 0.0% | — | 214 | +196 | 6533.33% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 187 | 13 | 0.0% | 0.0% | 215 | +115 | 159.72% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 157 | 11 | 0.0% | 0.0% | 216 | -16 | -9.25% | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 133 | 9 | 0.0% | 0.0% | 217 | -5 | -3.62% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 125 | 9 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 94 | 7 | 0.0% | 0.0% | 219 | -553 | -85.47% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 90 | 6 | 0.0% | 0.0% | 220 | +19 | 26.76% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 56 | 4 | 0.0% | 0.0% | 221 | +9 | 19.15% | Q1 2026 | May 13, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 63 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Capital Analysts, LLC | History | Reduced | 44 | 3 | 0.0% | 0.0% | 223 | -25 | -36.23% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 50 | 3 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | New | 38 | 2 | 0.0% | — | 229 | +38 | New | Q1 2026 | Apr 24, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 38 | 2 | 0.0% | — | 230 | +38 | New | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Reduced | 39 | 2 | 0.0% | 0.0% | 225 | -15 | -27.78% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 35 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SBI Securities Co., Ltd. | History | No change | 39 | 2 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sankala Group LLC | History | No change | 33 | 2 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Covestor Ltd | History | Reduced | 12 | 1 | 0.0% | 0.0% | 233 | -5 | -29.41% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | No change | 21 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 20 | 1 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sagil Capital LLP | History | Closed out | 0 | 0 | — | 4.55% | — | -373,640 | -100.0% | Q1 2026 | May 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -101,978 | -100.0% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -90,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -73,163 | -100.0% | Q1 2026 | May 06, 2026 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.17% | — | -69,863 | -100.0% | Q1 2026 | May 13, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.54% | — | -52,818 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,374 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,126 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,596 | -100.0% | Q1 2026 | May 14, 2026 |
| CWA Asset Management Group, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,626 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -9,544 | -100.0% | Q1 2026 | May 13, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -9,265 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,064 | -100.0% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,935 | -100.0% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,272 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,633 | -100.0% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,542 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.1% | — | -4,533 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,067 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -755 | -100.0% | Q1 2026 | May 08, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -623 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -425 | -100.0% | Q1 2026 | May 15, 2026 |
| IFC & Insurance Marketing, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -215 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -146 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 07, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -79 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| JPL Wealth Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |