TOWNEBANK PORTSMOUTH VA - TOWN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 8,082,514 | 269,713 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 6,236,916 | 209,996 | 0.0% | 0.0% | 2 | +819,927 | 15.14% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,879,334 | 164,287 | 0.01% | — | 3 | +4,879,334 | New | Q1 2026 | May 08, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 4,595,634 | 154,735 | 0.11% | 0.05% | 4 | +3,080,779 | 203.37% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,399,012 | 148,114 | 0.03% | 0.03% | 5 | +59,267 | 1.37% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,895,642 | 131,166 | 0.0% | — | 6 | +3,895,642 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,556,668 | 86,758 | 0.0% | 0.0% | 7 | +418,270 | 19.56% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,189,461 | 73,732 | 0.0% | 0.0% | 8 | +378,248 | 20.88% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,976,189 | 66,538 | 0.04% | 0.04% | 9 | -122,812 | -5.85% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 1,540,529 | 51,869 | 0.09% | 0.07% | 10 | +25,342 | 1.67% | Q1 2026 | May 15, 2026 |
| Patriot Financial Partners GP II, L.P. | History | New | 1,518,143 | 51,115 | 13.16% | — | 11 | +1,518,143 | New | Q1 2026 | May 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 1,314,373 | 44,255 | 0.02% | 0.01% | 12 | +607,768 | 86.01% | Q1 2026 | May 18, 2026 |
| Capital International Investors | History | New | 1,110,044 | 37,375 | 0.01% | — | 13 | +1,110,044 | New | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 936,599 | 31,535 | 0.0% | 0.0% | 14 | +124,589 | 15.34% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 795,155 | 26,772 | 0.26% | 0.25% | 15 | +51,700 | 6.95% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 773,818 | 26,054 | 0.0% | 0.0% | 16 | +140,246 | 22.14% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 623,214 | 20,983 | 0.01% | 0.01% | 17 | -24,100 | -3.72% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 590,319 | 19,876 | 0.03% | 0.04% | 18 | -88,820 | -13.08% | Q1 2026 | May 14, 2026 |
| FJ Capital Management LLC | History | Added to | 559,772 | 18,847 | 2.12% | 0.67% | 19 | +377,186 | 206.58% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 551,347 | 18,563 | 0.0% | — | 20 | +551,347 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 511,823 | 17,233 | 0.0% | 0.0% | 21 | +125,670 | 32.54% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 504,694 | 16,993 | 0.0% | 0.0% | 22 | +21,489 | 4.45% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 479,836 | 16,156 | 0.0% | 0.0% | 23 | -6,789 | -1.4% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 464,255 | 15,631 | 0.0% | 0.0% | 24 | +8,975 | 1.97% | Q1 2026 | Apr 30, 2026 |
| MARSHALL WACE, LLP | History | Added to | 455,583 | 15,339 | 0.02% | 0.01% | 25 | +257,499 | 129.99% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 455,109 | 15,323 | 0.0% | 0.0% | 26 | -16,204 | -3.44% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 408,814 | 13,764 | 0.0% | 0.0% | 27 | -161,092 | -28.27% | Q1 2026 | May 15, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 408,102 | 13,740 | 0.52% | 0.53% | 28 | -35,997 | -8.11% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 388,428 | 13,078 | 0.01% | 0.01% | 29 | -11,429 | -2.86% | Q1 2026 | May 15, 2026 |
| Lightrock Netherlands B.V. | History | Added to | 332,752 | 11,203 | 2.39% | 2.29% | 30 | +1,500 | 0.45% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 327,673 | 11,032 | 0.0% | 0.0% | 31 | +213,492 | 186.98% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 322,474 | 10,857 | 0.01% | 0.01% | 32 | -22,276 | -6.46% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 322,242 | 10,849 | 0.02% | 0.0% | 33 | +270,161 | 518.73% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 313,486 | 10,555 | 0.01% | 0.01% | 34 | +82,103 | 35.48% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 287,955 | 9,695 | 0.0% | 0.0% | 35 | +43,916 | 18.0% | Q1 2026 | May 14, 2026 |
| Rhino Investment Partners, Inc | History | Added to | 287,682 | 9,686 | 2.7% | 1.58% | 36 | +120,182 | 71.75% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 253,159 | 8,523 | 0.0% | 0.0% | 37 | -108,211 | -29.94% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 227,497 | 7,659 | 0.03% | 0.02% | 38 | +71,495 | 45.83% | Q1 2026 | May 15, 2026 |
| Towne Trust Company, N.A | History | Reduced | 201,876 | 6,797 | 2.18% | 2.13% | 39 | -2,640 | -1.29% | Q1 2026 | Apr 22, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 202,519 | 6,770 | 0.0% | 0.0% | 40 | -190,344 | -48.45% | Q1 2026 | May 13, 2026 |
| Fourthstone LLC | History | New | 200,884 | 6,763 | 1.15% | — | 41 | +200,884 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 199,839 | 6,728 | 0.0% | 0.0% | 42 | +79,927 | 66.65% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 189,953 | 6,395 | 0.12% | 0.11% | 43 | +14,523 | 8.28% | Q1 2026 | Apr 24, 2026 |
| Swiss National Bank | History | Added to | 172,915 | 5,822 | 0.0% | 0.0% | 44 | +21,000 | 13.82% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 172,751 | 5,816 | 0.01% | 0.0% | 45 | +81,158 | 88.61% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Added to | 156,809 | 5,279 | 0.05% | 0.07% | 46 | +341 | 0.22% | Q1 2026 | May 06, 2026 |
| De Lisle Partners LLP | History | Added to | 144,341 | 4,860 | 0.58% | 0.33% | 47 | +67,610 | 88.11% | Q1 2026 | May 13, 2026 |
| MBL Wealth, LLC | History | New | 144,080 | 4,851 | 0.37% | — | 48 | +144,080 | New | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 137,561 | 4,631 | 0.0% | 0.0% | 49 | +13,968 | 11.3% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 130,006 | 4,377 | 0.0% | 0.0% | 50 | +1,467 | 1.14% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 129,642 | 4,326 | 0.0% | 0.0% | 51 | +39,490 | 43.8% | Q1 2026 | May 15, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 127,454 | 4,291 | 0.84% | 0.78% | 52 | -5,046 | -3.81% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | New | 124,547 | 4,193 | 0.1% | — | 53 | +124,547 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 122,083 | 4,110 | 0.01% | 0.0% | 54 | +118,402 | 3216.57% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 118,150 | 3,978 | 0.01% | 0.02% | 55 | -29,179 | -19.81% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 117,998 | 3,972 | 0.01% | 0.01% | 56 | +1,679 | 1.44% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 117,044 | 3,940 | 0.0% | 0.0% | 57 | +4,460 | 3.96% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 110,471 | 3,720 | 0.0% | 0.0% | 58 | +20,115 | 22.26% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 103,556 | 3,486 | 0.02% | 0.02% | 59 | +15,544 | 17.66% | Q1 2026 | Apr 15, 2026 |
| Invesco Ltd. | History | Added to | 97,738 | 3,290 | 0.0% | 0.0% | 60 | +7,344 | 8.12% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 96,847 | 3,260 | 0.0% | 0.0% | 61 | +25,076 | 34.94% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 94,045 | 3,166 | 0.0% | 0.0% | 62 | +20,925 | 28.62% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 93,489 | 3,147 | 0.01% | 0.02% | 63 | -88,520 | -48.63% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 88,250 | 2,971 | 0.0% | — | 64 | +88,250 | New | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 87,672 | 2,951 | 0.03% | 0.01% | 65 | +70,378 | 406.95% | Q1 2026 | Apr 20, 2026 |
| Emerald Investment Advisers, LLC | History | New | 86,568 | 2,914 | 0.26% | — | 66 | +86,568 | New | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 85,800 | 2,888 | 0.0% | 0.0% | 67 | +51,161 | 147.7% | Q1 2026 | May 13, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | New | 85,706 | 2,885 | 0.65% | — | 68 | +85,706 | New | Q1 2026 | May 11, 2026 |
| Fieldview Capital Management, LLC | History | New | 82,283 | 2,770 | 0.81% | — | 69 | +82,283 | New | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 81,849 | 2,755 | 0.0% | 0.0% | 70 | -134,853 | -62.23% | Q1 2026 | May 05, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 77,611 | 2,613 | 0.02% | 0.02% | 71 | -20,903 | -21.22% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 77,559 | 2,611 | 0.0% | 0.0% | 72 | -566 | -0.72% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 76,470 | 2,574 | 0.0% | 0.0% | 73 | +6,229 | 8.87% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 73,253 | 2,466 | 0.0% | 0.0% | 74 | +12,110 | 19.81% | Q1 2026 | May 06, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 68,781 | 2,315 | 0.0% | 0.0% | 75 | +4,124 | 6.38% | Q1 2026 | Apr 27, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 68,308 | 2,299 | 0.0% | 0.0% | 76 | -66,961 | -49.5% | Q1 2026 | May 11, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 67,150 | 2,260 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 66,260 | 2,230 | 0.06% | 0.1% | 78 | -47,373 | -41.69% | Q1 2026 | May 13, 2026 |
| Bayview Asset Management, LLC | History | Added to | 63,302 | 2,131 | 0.82% | 0.42% | 79 | +8,302 | 15.09% | Q1 2026 | May 15, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 62,000 | 2,087 | 2.04% | 1.92% | 80 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BARCLAYS PLC | History | Reduced | 61,748 | 2,079 | 0.0% | 0.0% | 81 | -88,290 | -58.85% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 61,094 | 2,057 | 0.0% | 0.0% | 82 | -20,743 | -25.35% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 60,523 | 2,037 | 0.0% | — | 83 | +60,523 | New | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | New | 58,331 | 1,964 | 0.02% | — | 84 | +58,331 | New | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 57,160 | 1,924 | 0.0% | 0.0% | 85 | +2,037 | 3.7% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,642 | 1,907 | 0.0% | 0.0% | 86 | -114,686 | -66.94% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | New | 50,068 | 1,817 | 0.03% | — | 87 | +50,068 | New | Q1 2026 | Apr 20, 2026 |
| AlphaQuest LLC | History | No change | 53,128 | 1,772 | 0.1% | 0.1% | 88 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Verity Asset Management, Inc. | History | New | 52,245 | 1,759 | 0.74% | — | 89 | +52,245 | New | Q1 2026 | Apr 21, 2026 |
| AMG National Trust Bank | History | Reduced | 51,955 | 1,749 | 0.04% | 0.04% | 90 | -1,120 | -2.11% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 51,368 | 1,729 | 0.0% | 0.0% | 91 | +42,242 | 462.88% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 49,020 | 1,635 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Financial Security Advisor, Inc. | History | Added to | 48,077 | 1,631 | 0.3% | 0.25% | 93 | +9,735 | 25.39% | Q1 2026 | May 04, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 47,886 | 1,612 | 0.01% | 0.0% | 94 | +41,260 | 622.7% | Q1 2026 | May 15, 2026 |
| SALZHAUER MICHAEL | History | Added to | 47,121 | 1,586 | 0.75% | 0.4% | 95 | +18,050 | 62.09% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | Added to | 46,862 | 1,577 | 0.01% | 0.01% | 96 | +5,860 | 14.29% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 45,612 | 1,535 | 0.14% | 0.05% | 97 | +9,781 | 27.3% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 45,467 | 1,530 | 0.01% | 0.01% | 98 | +1,905 | 4.37% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 42,349 | 1,425 | 0.0% | 0.0% | 99 | +6,531 | 18.23% | Q1 2026 | May 15, 2026 |
| BANC FUNDS CO LLC | History | New | 40,804 | 1,373 | 0.26% | — | 100 | +40,804 | New | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 40,373 | 1,359 | 0.0% | 0.0% | 101 | +6,226 | 18.23% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 37,714 | 1,269 | 0.0% | 0.0% | 102 | +1,090 | 2.98% | Q1 2026 | May 06, 2026 |
| EQUITABLE TRUST CO | History | No change | 37,504 | 1,262 | 0.06% | 0.06% | 103 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CHOREO, LLC | History | Added to | 37,149 | 1,260 | 0.02% | 0.01% | 104 | +3,354 | 9.92% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | New | 37,368 | 1,258 | 0.0% | — | 105 | +37,368 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 37,343 | 1,257 | 0.0% | 0.0% | 106 | -2,413 | -6.07% | Q1 2026 | May 04, 2026 |
| Graham Capital Management, L.P. | History | Added to | 37,299 | 1,255 | 0.03% | 0.01% | 107 | +18,696 | 100.5% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 37,089 | 1,248 | 0.0% | 0.0% | 108 | +7,975 | 27.39% | Q1 2026 | May 12, 2026 |
| NOVARE CAPITAL MANAGEMENT LLC | History | New | 36,500 | 1,228 | 0.1% | — | 109 | +36,500 | New | Q1 2026 | Apr 17, 2026 |
| Numerai GP LLC | History | Reduced | 36,196 | 1,218 | 0.12% | 0.22% | 110 | -19,521 | -35.04% | Q1 2026 | May 15, 2026 |
| Old North State Wealth Management, LLC | History | New | 35,290 | 1,188 | 0.55% | — | 111 | +35,290 | New | Q1 2026 | Apr 17, 2026 |
| Bay Capital Advisors, LLC | History | No change | 33,760 | 1,136 | 0.7% | 0.69% | 112 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Peak Planning Group, LLC | History | Reduced | 33,367 | 1,123 | 0.31% | 0.36% | 113 | -5,229 | -13.55% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 31,487 | 1,060 | 0.0% | 0.0% | 114 | +20,218 | 179.41% | Q1 2026 | May 04, 2026 |
| HUB Investment Partners, LLC | History | New | 31,121 | 1,047 | 0.03% | — | 115 | +31,121 | New | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | New | 29,989 | 1,009 | 0.38% | — | 116 | +29,989 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | No change | 29,443 | 991 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 28,875 | 972 | 0.0% | 0.0% | 118 | +11,646 | 67.6% | Q1 2026 | May 12, 2026 |
| Motley Fool Asset Management LLC | History | New | 28,094 | 945 | 0.04% | — | 119 | +28,094 | New | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 27,928 | 940 | 0.0% | 0.0% | 120 | +17,500 | 167.82% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 27,854 | 937 | 0.0% | 0.0% | 121 | +3,100 | 12.52% | Q1 2026 | May 06, 2026 |
| KANAWHA CAPITAL MANAGEMENT LLC | History | Reduced | 27,511 | 926 | 0.07% | 0.07% | 122 | -3,350 | -10.86% | Q1 2026 | Apr 28, 2026 |
| Edgestream Partners, L.P. | History | Added to | 27,231 | 916 | 0.03% | 0.02% | 123 | +3,092 | 12.81% | Q1 2026 | May 18, 2026 |
| SG Americas Securities, LLC | History | Reduced | 25,955 | 874 | 0.0% | 0.0% | 124 | -15,482 | -37.36% | Q1 2026 | Apr 16, 2026 |
| Laurel Wealth Advisors LLC | History | Added to | 24,364 | 852 | 0.08% | 0.0% | 125 | +23,959 | 5915.8% | Q1 2026 | May 12, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 24,799 | 834 | 0.02% | 0.02% | 126 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Entropy Technologies, LP | History | Added to | 24,671 | 830 | 0.04% | 0.02% | 127 | +12,111 | 96.43% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 24,269 | 817 | 0.0% | 0.0% | 128 | +7,385 | 43.74% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Added to | 24,070 | 810 | 0.0% | 0.0% | 129 | +2,660 | 12.42% | Q1 2026 | May 01, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 23,814 | 802 | 0.06% | 0.0% | 130 | +23,559 | 9238.82% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 23,841 | 802 | 0.0% | 0.0% | 131 | -10,702 | -30.98% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 23,431 | 788 | 0.0% | 0.0% | 132 | -1,362 | -5.49% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 22,746 | 766 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 22,585 | 760 | 0.0% | 0.0% | 134 | -179 | -0.79% | Q1 2026 | Apr 30, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 22,417 | 754 | 0.02% | 0.02% | 135 | +20 | 0.09% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 21,129 | 711 | 0.0% | — | 136 | +21,129 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 20,989 | 706 | 0.0% | 0.0% | 137 | +9 | 0.04% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 20,630 | 694 | 0.01% | 0.01% | 138 | +1,166 | 5.99% | Q1 2026 | Apr 29, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 20,413 | 687 | 0.42% | 0.45% | 139 | -3,179 | -13.47% | Q1 2026 | Apr 24, 2026 |
| VISTA INVESTMENT MANAGEMENT | History | Added to | 20,264 | 682 | 0.23% | 0.21% | 140 | +1,140 | 5.96% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 20,043 | 674 | 0.0% | 0.0% | 141 | -4,127 | -17.07% | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | Added to | 19,688 | 663 | 0.0% | 0.0% | 142 | +4,500 | 29.63% | Q1 2026 | Apr 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 19,667 | 662 | 0.01% | 0.01% | 143 | -13,789 | -41.22% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 19,648 | 661 | 0.0% | 0.0% | 144 | -399 | -1.99% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 19,300 | 654 | 0.0% | 0.0% | 145 | +2,900 | 17.68% | Q1 2026 | Apr 29, 2026 |
| Live Oak Private Wealth LLC | History | New | 19,327 | 650 | 0.09% | — | 146 | +19,327 | New | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 18,242 | 614 | 0.0% | 0.0% | 147 | -1,570 | -7.92% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 17,690 | 595 | 0.0% | 0.0% | 148 | +113 | 0.64% | Q1 2026 | May 14, 2026 |
| Bay Rivers Group | History | Added to | 17,526 | 590 | 0.25% | 0.23% | 149 | +148 | 0.85% | Q1 2026 | Apr 13, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 17,405 | 586 | 0.0% | 0.0% | 150 | -239 | -1.35% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 17,386 | 585 | 0.0% | 0.0% | 151 | +10,591 | 155.86% | Q1 2026 | May 15, 2026 |
| Prosperity Consulting Group, LLC | History | Added to | 16,500 | 555 | 0.02% | 0.02% | 152 | +4,925 | 42.55% | Q1 2026 | May 05, 2026 |
| LONDON CO OF VIRGINIA | History | No change | 16,369 | 551 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 16,276 | 547 | 0.0% | 0.0% | 154 | +95 | 0.59% | Q1 2026 | May 12, 2026 |
| O'Brien Greene & Co. Inc | History | No change | 16,042 | 540 | 0.15% | 0.16% | 155 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 15,897 | 535 | 0.0% | 0.01% | 156 | +1,071 | 7.22% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 15,373 | 517 | 0.02% | 0.02% | 157 | +46 | 0.3% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 15,315 | 515 | 0.0% | 0.0% | 158 | +5,607 | 57.76% | Q1 2026 | Apr 27, 2026 |
| Inspire Investing, LLC | History | Added to | 15,199 | 511 | 0.04% | 0.04% | 159 | +1,260 | 9.04% | Q1 2026 | Apr 23, 2026 |
| XML Financial, LLC | History | No change | 15,055 | 506 | 0.04% | 0.04% | 160 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| First Western Trust Bank | History | Reduced | 14,994 | 504 | 0.03% | 0.02% | 161 | -248 | -1.63% | Q1 2026 | May 12, 2026 |
| Cordgrass Capital Advisors, LLC | History | Added to | 14,843 | 499 | 0.12% | 0.05% | 162 | +8,103 | 120.22% | Q1 2026 | May 07, 2026 |
| Freestone Grove Partners LP | History | New | 14,600 | 491 | 0.0% | — | 163 | +14,600 | New | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | Added to | 14,548 | 489 | 0.33% | 0.13% | 164 | +7,928 | 119.76% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 14,374 | 484 | 0.0% | 0.0% | 165 | +128 | 0.9% | Q1 2026 | May 15, 2026 |
| Ascent Group, LLC | History | No change | 13,635 | 459 | 0.02% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Redmond Asset Management, LLC | History | No change | 13,607 | 458 | 0.13% | 0.12% | 167 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Amundi | History | New | 13,432 | 452 | 0.0% | — | 168 | +13,432 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 13,346 | 449 | 0.0% | — | 169 | +13,346 | New | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 13,192 | 446 | 0.0% | 0.0% | 170 | +133 | 1.02% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 13,100 | 441 | 0.0% | 0.0% | 171 | +2,100 | 19.09% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 12,912 | 434 | 0.0% | 0.0% | 172 | +1,369 | 11.86% | Q1 2026 | Apr 22, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 12,915 | 434 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 12,804 | 431 | 0.0% | 0.0% | 174 | +15 | 0.12% | Q1 2026 | Apr 24, 2026 |
| Arkadios Wealth Advisors | History | New | 12,767 | 429 | 0.01% | — | 175 | +12,767 | New | Q1 2026 | May 18, 2026 |
| Wagner Wealth Management, LLC | History | New | 12,681 | 426 | 0.09% | — | 176 | +12,681 | New | Q1 2026 | Apr 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 12,598 | 424 | 0.0% | 0.0% | 177 | -327 | -2.53% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,471 | 419 | 0.0% | 0.0% | 178 | -956 | -7.12% | Q1 2026 | Apr 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | New | 12,147 | 408 | 0.01% | — | 179 | +12,147 | New | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 11,999 | 404 | 0.0% | — | 180 | +11,999 | New | Q1 2026 | May 14, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | New | 11,944 | 402 | 0.11% | — | 181 | +11,944 | New | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,658 | 393 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 11,562 | 389 | 0.0% | — | 183 | +11,562 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 11,295 | 380 | 0.0% | 0.0% | 184 | -41,388 | -78.56% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | New | 11,296 | 380 | 0.04% | — | 185 | +11,296 | New | Q1 2026 | May 13, 2026 |
| Ellsworth Advisors, LLC | History | No change | 10,677 | 359 | 0.07% | 0.07% | 186 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BCS Wealth Management | History | Reduced | 10,620 | 357 | 0.07% | 0.07% | 187 | -10,620 | -50.0% | Q1 2026 | Apr 17, 2026 |
| Compton Wealth Advisory Group, LLC | History | No change | 10,007 | 339 | 0.08% | 0.07% | 188 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Collaborative Wealth Managment Inc. | History | New | 9,725 | 327 | 0.15% | — | 189 | +9,725 | New | Q1 2026 | May 05, 2026 |
| RED REEF ADVISORS LLC | History | New | 9,706 | 326 | 0.34% | — | 190 | +9,706 | New | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 9,430 | 319 | 0.0% | 0.0% | 191 | -932 | -8.99% | Q1 2026 | Apr 08, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,401 | 316 | 0.0% | 0.0% | 192 | -7,628 | -44.79% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 8,991 | 302 | 0.02% | 0.01% | 193 | +2,371 | 35.82% | Q1 2026 | May 12, 2026 |
| Holocene Advisors, LP | History | New | 8,881 | 299 | 0.0% | — | 194 | +8,881 | New | Q1 2026 | May 15, 2026 |
| MCRAE CAPITAL MANAGEMENT INC | History | No change | 8,574 | 288 | 0.06% | 0.06% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 8,534 | 287 | 0.0% | — | 196 | +8,534 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 8,382 | 282 | 0.0% | — | 197 | +8,382 | New | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | New | 8,139 | 274 | 0.1% | — | 198 | +8,139 | New | Q1 2026 | May 15, 2026 |
| Wills Financial Group LLC | History | Added to | 7,960 | 271 | 0.1% | 0.08% | 199 | +1,960 | 32.67% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Added to | 8,032 | 270 | 0.0% | 0.0% | 200 | +975 | 13.82% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 7,950 | 267 | 0.0% | 0.01% | 201 | -52,672 | -86.89% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | New | 7,902 | 266 | 0.0% | — | 202 | +7,902 | New | Q1 2026 | May 13, 2026 |
| Biltmore Family Office, LLC | History | New | 7,000 | 237 | 0.03% | — | 204 | +7,000 | New | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 7,041 | 237 | 0.01% | 0.01% | 203 | +904 | 14.73% | Q1 2026 | May 13, 2026 |
| MTM Investment Management, LLC | History | Added to | 6,969 | 234 | 0.07% | 0.04% | 205 | +3,468 | 99.06% | Q1 2026 | May 06, 2026 |
| American Capital Advisory, LLC | History | No change | 6,755 | 227 | 0.09% | 0.1% | 206 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC | History | No change | 6,727 | 226 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 6,666 | 224 | 0.02% | 0.08% | 208 | -20,479 | -75.44% | Q1 2026 | May 12, 2026 |
| GTS SECURITIES LLC | History | New | 6,638 | 223 | 0.01% | — | 209 | +6,638 | New | Q1 2026 | May 14, 2026 |
| Tull Financial Group, Inc. | History | Added to | 6,456 | 217 | 0.1% | 0.09% | 210 | +10 | 0.16% | Q1 2026 | May 07, 2026 |
| Diversified Trust Co | History | New | 6,367 | 214 | 0.0% | — | 211 | +6,367 | New | Q1 2026 | Apr 16, 2026 |
| OneDigital Investment Advisors LLC | History | New | 6,199 | 208 | 0.0% | — | 212 | +6,199 | New | Q1 2026 | May 08, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 6,128 | 206 | 0.05% | — | 213 | +6,128 | New | Q1 2026 | Apr 08, 2026 |
| KINGSWOOD WEALTH ADVISORS, LLC | History | New | 6,052 | 203 | 0.01% | — | 215 | +6,052 | New | Q1 2026 | Apr 28, 2026 |
| DnB Asset Management AS | History | New | 6,035 | 203 | 0.0% | — | 214 | +6,035 | New | Q1 2026 | May 14, 2026 |
| Aldebaran Financial Inc. | History | No change | 6,000 | 202 | 0.19% | 0.19% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 5,683 | 191 | 0.0% | 0.01% | 217 | -5,418 | -48.81% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,407 | 182 | 0.0% | 0.0% | 218 | -124 | -2.24% | Q1 2026 | May 14, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 5,000 | 169 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,453 | 149 | 0.0% | 0.0% | 220 | +4,202 | 1674.1% | Q1 2026 | May 08, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 3,781 | 127 | 0.09% | 0.08% | 221 | +185 | 5.14% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 3,500 | 117 | 0.0% | — | 222 | +3,500 | New | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 3,320 | 111 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| State of Alaska, Department of Revenue | History | No change | 3,116 | 104 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 3,051 | 102 | 0.0% | — | 225 | +3,051 | New | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 2,939 | 99 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,855 | 96 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,851 | 95 | 0.0% | 0.0% | 228 | -1,393 | -32.82% | Q1 2026 | Apr 22, 2026 |
| SouthState Bank Corp | History | No change | 2,316 | 77 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 2,230 | 75 | 0.0% | 0.0% | 230 | +72 | 3.34% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 2,219 | 74 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 2,038 | 68 | 0.0% | 0.0% | 232 | -239 | -10.5% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,006 | 67 | 0.0% | — | 233 | +2,006 | New | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 1,335 | 44 | 0.0% | 0.0% | 234 | +335 | 33.5% | Q1 2026 | May 12, 2026 |
| PRIVATE TRUST CO NA | History | No change | 1,169 | 39 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,000 | 33 | 0.0% | — | 236 | +1,000 | New | Q1 2026 | Apr 29, 2026 |
| CrossGen Wealth, LLC | History | Reduced | 928 | 31 | 0.03% | 0.05% | 237 | -662 | -41.64% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | Added to | 897 | 30 | 0.0% | 0.0% | 239 | +66 | 7.94% | Q1 2026 | Apr 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 900 | 30 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 868 | 29 | 0.0% | 0.0% | 240 | +15 | 1.76% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 862 | 28 | 0.0% | 0.0% | 241 | -340 | -28.29% | Q1 2026 | May 15, 2026 |
| ABOUND FINANCIAL, LLC | History | No change | 800 | 26 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 663 | 22 | 0.0% | 0.0% | 244 | +30 | 4.74% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 670 | 22 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | New | 603 | 20 | 0.0% | — | 245 | +603 | New | Q1 2026 | Apr 14, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 549 | 18 | 0.0% | 0.0% | 246 | +85 | 18.32% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | New | 524 | 17 | 0.0% | — | 247 | +524 | New | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | New | 498 | 17 | 0.01% | — | 248 | +498 | New | Q1 2026 | Apr 10, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 448 | 15 | 0.0% | 0.0% | 249 | +43 | 10.62% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | No change | 424 | 14 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 394 | 13 | 0.0% | 0.0% | 251 | -900 | -69.55% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Reduced | 360 | 12 | 0.01% | 0.01% | 252 | -354 | -49.58% | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | Added to | 383 | 12 | 0.0% | 0.0% | 253 | +128 | 50.2% | Q1 2026 | Apr 24, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 313 | 10 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| City State Bank | History | No change | 300 | 10 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Optiver Holding B.V. | History | Reduced | 294 | 9 | 0.0% | 0.0% | 257 | -6 | -2.0% | Q1 2026 | May 15, 2026 |
| GODSEY & GIBB, INC | History | No change | 283 | 9 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 250 | 8 | 0.0% | 0.0% | 258 | +203 | 431.91% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 265 | 8 | 0.0% | 0.0% | 260 | +38 | 16.74% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 252 | 8 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 207 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Arax Advisory Partners | History | Added to | 170 | 5 | 0.0% | 0.0% | 262 | +58 | 51.79% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 148 | 4 | 0.0% | 0.0% | 263 | +87 | 142.62% | Q1 2026 | May 07, 2026 |
| Costello Asset Management, INC | History | Added to | 120 | 4 | 0.0% | 0.0% | 264 | +1 | 0.84% | Q1 2026 | Apr 30, 2026 |
| Dogwood Wealth Management LLC | History | No change | 121 | 4 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ares Financial Consulting, LLC | History | No change | 128 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 98 | 3 | 0.0% | 0.0% | 268 | +49 | 100.0% | Q1 2026 | Apr 29, 2026 |
| Heritage Wealth Advisors | History | No change | 116 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LRI Investments, LLC | History | No change | 111 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | New | 81 | 2 | 0.0% | — | 271 | +81 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 60 | 2 | 0.0% | 0.0% | 270 | -10 | -14.29% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 59 | 1 | 0.0% | — | 276 | +59 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 37 | 1 | 0.0% | — | 277 | +37 | New | Q1 2026 | Apr 29, 2026 |
| Essential Partners LLC | History | Reduced | 33 | 1 | 0.0% | 0.0% | 275 | -26 | -44.07% | Q1 2026 | May 21, 2026 |
| Fortitude Family Office, LLC | History | Added to | 43 | 1 | 0.0% | — | 274 | +20 | 86.96% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 40 | 1 | 0.0% | 0.0% | 273 | -19 | -32.2% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Reduced | 59 | 1 | 0.0% | 0.0% | 272 | -15 | -20.27% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -329,249 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -183,490 | -100.0% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -86,804 | -100.0% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -81,297 | -100.0% | Q1 2026 | May 12, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -60,265 | -100.0% | Q1 2026 | May 07, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -45,349 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -36,599 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -31,286 | -100.0% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,294 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -22,009 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,707 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,926 | -100.0% | Q1 2026 | May 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -15,960 | -100.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,441 | -100.0% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,680 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -11,535 | -100.0% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -9,212 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Atria Investments, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,324 | -100.0% | Q1 2026 | May 05, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,331 | -100.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -7,126 | -100.0% | Q1 2026 | May 11, 2026 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -7,087 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -7,067 | -100.0% | Q1 2026 | May 08, 2026 |
| JMN Financial LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -7,043 | -100.0% | Q1 2026 | May 15, 2026 |