TWO HARBORS INVESTMENT CORP. - TWO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 16,566,640 | 189,191 | 0.0% | 0.0% | 1 | -243,148 | -1.45% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 10,974,095 | 115,227 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,119,894 | 69,889 | 0.0% | — | 3 | +6,119,894 | New | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 4,929,421 | 56,293 | 0.07% | 0.03% | 4 | +2,754,851 | 126.68% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,651,280 | 53,117 | 0.0% | — | 5 | +4,651,280 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 3,934,529 | 44,932 | 0.0% | 0.0% | 6 | +18,965 | 0.48% | Q1 2026 | May 15, 2026 |
| Sand Grove Capital Management LLP | History | New | 3,094,787 | 35,342 | 7.96% | — | 7 | +3,094,787 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,479,129 | 28,317 | 0.0% | 0.0% | 8 | -5,919 | -0.24% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,125,337 | 24,271 | 0.01% | 0.01% | 9 | +484,197 | 29.5% | Q1 2026 | May 15, 2026 |
| AQR Arbitrage LLC | History | Added to | 2,021,084 | 23,080 | 0.38% | 0.24% | 10 | +932,441 | 85.65% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 1,955,820 | 22,335 | 0.0% | 0.0% | 11 | -567,342 | -22.49% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,109,499 | 22,149 | 0.01% | 0.0% | 12 | +822,704 | 63.93% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,841,376 | 21,028 | 0.03% | 0.02% | 13 | +717,023 | 63.77% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,497,453 | 17,100 | 0.0% | 0.0% | 14 | +360,840 | 31.75% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,472,326 | 16,813 | 0.0% | 0.0% | 15 | +812,816 | 123.25% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,467,773 | 16,761 | 0.0% | 0.0% | 16 | -96,645 | -6.18% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,378,605 | 15,743 | 0.0% | 0.0% | 17 | -25,748 | -1.83% | Q1 2026 | May 15, 2026 |
| TIG Advisors, LLC | History | New | 1,374,084 | 15,692 | 0.73% | — | 18 | +1,374,084 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,222,791 | 13,964 | 0.0% | 0.0% | 19 | +49,076 | 4.18% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 1,175,801 | 13,427 | 0.0% | 0.0% | 20 | +226,834 | 23.9% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 1,098,779 | 12,548 | 0.01% | 0.01% | 21 | +124,351 | 12.76% | Q1 2026 | May 15, 2026 |
| First Trust Capital Management L.P. | History | Added to | 1,082,650 | 12,363 | 0.65% | 0.07% | 22 | +977,012 | 924.87% | Q1 2026 | May 14, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | New | 1,043,637 | 11,918 | 0.8% | — | 23 | +1,043,637 | New | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 863,903 | 9,865 | 0.01% | 0.01% | 24 | -333,574 | -27.86% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 770,208 | 8,795 | 0.15% | 0.16% | 25 | -150,612 | -16.36% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 763,054 | 8,714 | 0.0% | 0.0% | 26 | +495,634 | 185.34% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 702,183 | 8,018 | 0.0% | — | 27 | +702,183 | New | Q1 2026 | May 08, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 700,000 | 7,994 | 0.01% | 0.0% | 28 | +450,000 | 180.0% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 670,152 | 7,653 | 0.0% | 0.0% | 29 | -458,844 | -40.64% | Q1 2026 | May 15, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | Added to | 664,251 | 7,585 | 0.45% | 0.33% | 30 | +189,651 | 39.96% | Q1 2026 | Apr 21, 2026 |
| Walleye Trading LLC | History | Added to | 594,854 | 6,793 | 0.01% | 0.0% | 31 | +421,954 | 244.05% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 552,825 | 6,313 | 0.0% | 0.0% | 32 | -27,147 | -4.68% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 511,096 | 5,836 | 0.0% | 0.0% | 33 | +13,746 | 2.76% | Q1 2026 | May 04, 2026 |
| NORGES BANK | History | No change | 500,000 | 5,250 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pekin Hardy Strauss, Inc. | History | Reduced | 452,791 | 5,170 | 0.54% | 0.52% | 35 | -80,212 | -15.05% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | New | 425,915 | 4,863 | 0.01% | — | 36 | +425,915 | New | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 423,103 | 4,831 | 0.37% | — | 37 | +423,103 | New | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 415,373 | 4,743 | 0.03% | 0.03% | 38 | -418,529 | -50.19% | Q1 2026 | May 15, 2026 |
| Melqart Asset Management (UK) Ltd | History | New | 376,970 | 4,304 | 0.42% | — | 39 | +376,970 | New | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 375,545 | 4,288 | 0.01% | 0.01% | 40 | +14,629 | 4.05% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 372,478 | 4,253 | 0.06% | — | 41 | +372,478 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 360,700 | 4,119 | 0.0% | 0.0% | 42 | +104,288 | 40.67% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | New | 351,209 | 4,010 | 0.03% | — | 43 | +351,209 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 343,034 | 3,917 | 0.0% | 0.0% | 44 | +180,615 | 111.2% | Q1 2026 | May 15, 2026 |
| Governors Lane LP | History | New | 329,500 | 3,762 | 0.24% | — | 45 | +329,500 | New | Q1 2026 | May 15, 2026 |
| Slotnik Capital, LLC | History | New | 325,000 | 3,711 | 1.09% | — | 46 | +325,000 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 302,912 | 3,459 | 0.0% | 0.0% | 47 | +9,411 | 3.21% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 295,503 | 3,374 | 0.0% | 0.0% | 48 | +295,224 | 105815.05% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 240,647 | 2,748 | 0.0% | 0.0% | 49 | -14,250 | -5.59% | Q1 2026 | May 08, 2026 |
| GraniteShares Advisors LLC | History | Reduced | 229,665 | 2,622 | 1.89% | 1.63% | 50 | -26,296 | -10.27% | Q1 2026 | Apr 23, 2026 |
| Nuveen, LLC | History | Added to | 207,512 | 2,369 | 0.0% | 0.0% | 51 | +1,023 | 0.5% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | No change | 205,288 | 2,344 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HARVEST MANAGEMENT LLC | History | New | 200,000 | 2,284 | 1.11% | — | 53 | +200,000 | New | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | Reduced | 178,000 | 2,032 | 0.04% | 0.03% | 54 | -66,051 | -27.06% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 177,604 | 2,028 | 0.0% | 0.0% | 55 | -1,200,720 | -87.11% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Added to | 155,000 | 1,770 | 0.01% | 0.01% | 56 | +75,000 | 93.75% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 154,909 | 1,769 | 0.01% | — | 57 | +154,909 | New | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 153,900 | 1,757 | 0.0% | 0.0% | 58 | -66,700 | -30.24% | Q1 2026 | May 13, 2026 |
| GABELLI FUNDS LLC | History | Added to | 150,000 | 1,713 | 0.01% | 0.0% | 59 | +100,000 | 200.0% | Q1 2026 | May 14, 2026 |
| Penserra Capital Management LLC | History | Added to | 145,308 | 1,659 | 0.02% | 0.02% | 60 | +3,874 | 2.74% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 141,286 | 1,613 | 0.0% | 0.0% | 61 | +45,602 | 47.66% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 139,717 | 1,595 | 0.0% | 0.0% | 62 | +98,987 | 243.03% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 141,222 | 1,585 | 0.0% | 0.0% | 63 | +55,598 | 64.93% | Q1 2026 | May 13, 2026 |
| GLAZER CAPITAL, LLC | History | New | 125,000 | 1,428 | 0.03% | — | 64 | +125,000 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 124,653 | 1,423 | 0.0% | 0.0% | 65 | -18,373 | -12.85% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | Added to | 121,583 | 1,388 | 0.1% | 0.12% | 66 | +48,708 | 66.84% | Q1 2026 | Apr 28, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | Added to | 119,385 | 1,363 | 0.2% | 0.08% | 67 | +68,110 | 132.83% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 113,706 | 1,299 | 0.0% | 0.0% | 68 | +23,059 | 25.44% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 111,965 | 1,278 | 0.07% | 0.07% | 69 | -560 | -0.5% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 107,566 | 1,228 | 0.0% | 0.0% | 70 | -3,140 | -2.84% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Reduced | 100,000 | 1,142 | 0.0% | 0.0% | 71 | -82,503 | -45.21% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 97,413 | 1,112 | 0.0% | 0.0% | 72 | +11,598 | 13.52% | Q1 2026 | May 06, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 95,353 | 1,088 | 0.02% | — | 73 | +95,353 | New | Q1 2026 | May 15, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | New | 93,000 | 1,062 | 0.08% | — | 74 | +93,000 | New | Q1 2026 | Apr 29, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 91,703 | 1,047 | 0.02% | 0.03% | 75 | -70,949 | -43.62% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 91,552 | 1,045 | 0.0% | 0.0% | 76 | -365,190 | -79.96% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 82,443 | 941 | 0.01% | 0.01% | 77 | -21,880 | -20.97% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 71,516 | 816 | 0.0% | 0.0% | 78 | +46,443 | 185.23% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 69,956 | 799 | 0.0% | 0.0% | 79 | -1,612 | -2.25% | Q1 2026 | May 01, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 68,847 | 786 | 0.0% | — | 80 | +68,847 | New | Q1 2026 | May 08, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 68,366 | 780 | 0.0% | 0.0% | 81 | -109,328 | -61.53% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | New | 56,177 | 641 | 0.0% | — | 82 | +56,177 | New | Q1 2026 | May 05, 2026 |
| Blackstone Inc. | History | New | 53,677 | 612 | 0.0% | — | 83 | +53,677 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 53,098 | 606 | 0.0% | 0.0% | 84 | -84,889 | -61.52% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 53,042 | 605 | 0.0% | 0.0% | 86 | -2,073 | -3.76% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 53,040 | 605 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| GARDNER LEWIS ASSET MANAGEMENT L P | History | New | 52,500 | 599 | 0.13% | — | 87 | +52,500 | New | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 51,623 | 589 | 0.01% | 0.01% | 88 | -1,364 | -2.57% | Q1 2026 | Apr 20, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 51,454 | 587 | 0.08% | 0.1% | 89 | -46,944 | -47.71% | Q1 2026 | May 04, 2026 |
| SummitTX Capital, L.P. | History | New | 50,100 | 572 | 0.02% | — | 90 | +50,100 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 47,412 | 541 | 0.0% | 0.0% | 91 | +25,198 | 113.43% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 46,843 | 534 | 0.0% | 0.02% | 92 | -2,228,017 | -97.94% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 46,500 | 531 | 0.01% | 0.01% | 93 | -1,200 | -2.52% | Q1 2026 | Apr 20, 2026 |
| CSS LLC/IL | History | New | 44,533 | 508 | 0.02% | — | 94 | +44,533 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 43,523 | 497 | 0.0% | — | 95 | +43,523 | New | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 40,829 | 466 | 0.0% | 0.0% | 96 | -55,253 | -57.51% | Q1 2026 | May 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 42,575 | 447 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Reduced | 33,369 | 381 | 0.0% | 0.0% | 98 | -9,093 | -21.41% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 32,976 | 376 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MARINER INVESTMENT GROUP LLC | History | New | 32,776 | 374 | 0.11% | — | 100 | +32,776 | New | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Reduced | 31,403 | 358 | 0.01% | 0.04% | 101 | -100,215 | -76.14% | Q1 2026 | May 15, 2026 |
| APS Management Group, Inc. | History | Added to | 30,782 | 351 | 0.3% | 0.27% | 102 | +950 | 3.18% | Q1 2026 | Apr 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 30,160 | 344 | 0.0% | 0.0% | 103 | -104 | -0.34% | Q1 2026 | May 08, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 29,566 | 337 | 0.0% | 0.0% | 104 | -30,836 | -51.05% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 28,638 | 327 | 0.0% | 0.0% | 105 | -450 | -1.55% | Q1 2026 | May 01, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 27,998 | 319 | 0.0% | 0.0% | 106 | -17,688 | -38.72% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 27,840 | 317 | 0.0% | 0.0% | 108 | +5 | 0.02% | Q1 2026 | Apr 24, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 27,773 | 317 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 27,745 | 316 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 25,861 | 295 | 0.0% | — | 110 | +25,789 | 35818.06% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 25,918 | 295 | 0.0% | 0.0% | 111 | +132 | 0.51% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 25,518 | 292 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 24,415 | 278 | 0.03% | — | 113 | +24,415 | New | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 24,004 | 274 | 0.0% | 0.0% | 115 | +161 | 0.68% | Q1 2026 | Apr 29, 2026 |
| COMERICA BANK | History | No change | 26,149 | 274 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 23,632 | 269 | 0.0% | 0.01% | 116 | -54,278 | -69.67% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 23,322 | 266 | 0.0% | — | 117 | +23,322 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 23,047 | 263 | 0.0% | 0.0% | 118 | -71,530 | -75.63% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 22,600 | 258 | 0.0% | — | 119 | +22,600 | New | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 22,500 | 256 | 0.0% | — | 120 | +22,500 | New | Q1 2026 | May 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 22,114 | 252 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 21,972 | 250 | 0.0% | 0.0% | 122 | -16,222 | -42.47% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 21,823 | 249 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AlphaQuest LLC | History | No change | 23,469 | 246 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 19,941 | 228 | 0.0% | 0.0% | 125 | -3,476 | -14.84% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 19,561 | 223 | 0.0% | 0.0% | 126 | -25,234 | -56.33% | Q1 2026 | May 12, 2026 |
| Amundi | History | Added to | 19,420 | 221 | 0.0% | 0.0% | 127 | +7,568 | 63.85% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 19,100 | 218 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 18,424 | 210 | 0.0% | 0.0% | 129 | -361 | -1.92% | Q1 2026 | Apr 30, 2026 |
| Motiv8 Investments LLC | History | No change | 18,939 | 199 | 0.11% | 0.11% | 130 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 17,242 | 196 | 0.0% | 0.0% | 131 | -8,181 | -32.18% | Q1 2026 | May 08, 2026 |
| Murchinson Ltd. | History | New | 17,000 | 194 | 0.02% | — | 132 | +17,000 | New | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 16,257 | 185 | 0.0% | 0.0% | 133 | -31,405 | -65.89% | Q1 2026 | Apr 24, 2026 |
| COMMONS CAPITAL, LLC | History | Added to | 15,783 | 180 | 0.15% | 0.11% | 134 | +383 | 2.49% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 15,715 | 179 | 0.0% | 0.0% | 135 | -1,312 | -7.71% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 15,658 | 178 | 0.0% | 0.0% | 136 | +285 | 1.85% | Q1 2026 | May 12, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 15,310 | 174 | 0.01% | 0.01% | 137 | +1,180 | 8.35% | Q1 2026 | May 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 15,157 | 173 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Shay Capital LLC | History | New | 15,000 | 171 | 0.01% | — | 140 | +15,000 | New | Q1 2026 | May 15, 2026 |
| Legacy Financial Strategies, LLC | History | No change | 15,050 | 171 | 0.03% | 0.03% | 139 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,584 | 166 | 0.0% | 0.0% | 141 | -585 | -3.86% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 14,476 | 165 | 0.0% | 0.0% | 142 | -64,001 | -81.55% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 14,417 | 165 | 0.0% | 0.0% | 143 | -900 | -5.88% | Q1 2026 | Apr 22, 2026 |
| AMERICAN FINANCIAL GROUP INC | History | No change | 13,897 | 158 | 0.06% | 0.05% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 13,508 | 154 | 0.0% | — | 146 | +13,508 | New | Q1 2026 | Apr 30, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 13,521 | 154 | 0.0% | 0.0% | 145 | -5,533 | -29.04% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 13,178 | 150 | 0.0% | 0.0% | 147 | +38 | 0.29% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | New | 12,960 | 148 | 0.05% | — | 149 | +12,960 | New | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 13,015 | 148 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MAI Capital Management | History | Reduced | 12,450 | 142 | 0.0% | 0.0% | 150 | -3 | -0.02% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 12,118 | 138 | 0.0% | 0.0% | 151 | -2,111 | -14.84% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 11,994 | 136 | 0.0% | 0.0% | 152 | +90 | 0.76% | Q1 2026 | May 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 11,845 | 135 | 0.0% | 0.07% | 153 | -1,561,765 | -99.25% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | New | 11,719 | 133 | 0.0% | — | 154 | +11,719 | New | Q1 2026 | May 13, 2026 |
| DRW Securities, LLC | History | New | 11,375 | 129 | 0.0% | — | 155 | +11,375 | New | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 11,169 | 124 | 0.0% | 0.0% | 157 | -1,222 | -9.86% | Q1 2026 | Apr 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,893 | 124 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 10,705 | 122 | 0.0% | 0.0% | 158 | -1,670 | -13.49% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | New | 10,528 | 120 | 0.0% | — | 160 | +10,528 | New | Q1 2026 | May 12, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 10,612 | 120 | 0.01% | 0.01% | 159 | -351 | -3.2% | Q1 2026 | May 01, 2026 |
| CHICAGO TRUST Co NA | History | New | 10,335 | 118 | 0.02% | — | 161 | +10,335 | New | Q1 2026 | Apr 24, 2026 |
| Secure Asset Management, LLC | History | New | 10,334 | 118 | 0.02% | — | 162 | +10,334 | New | Q1 2026 | Apr 09, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 10,000 | 114 | 0.01% | — | 163 | +10,000 | New | Q1 2026 | May 13, 2026 |
| Rangeley Capital, LLC | History | New | 10,000 | 114 | 0.11% | — | 164 | +10,000 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,963 | 102 | 0.0% | 0.0% | 165 | -4,709 | -34.44% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,813 | 100 | 0.0% | 0.0% | 166 | +2,723 | 44.71% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 8,726 | 99 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 8,135 | 92 | 0.0% | 0.0% | 168 | -11,581 | -58.74% | Q1 2026 | Apr 30, 2026 |
| KBC Group NV | History | No change | 7,794 | 89 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Allworth Financial LP | History | Added to | 7,490 | 85 | 0.0% | 0.0% | 170 | +189 | 2.59% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 6,636 | 75 | 0.01% | 0.0% | 171 | +6,370 | 2394.74% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,142 | 68 | 0.0% | 0.0% | 172 | +1,103 | 21.89% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 5,198 | 59 | 0.0% | 0.0% | 173 | +4,069 | 360.41% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | Reduced | 5,165 | 58 | 0.0% | 0.0% | 174 | -962 | -15.7% | Q1 2026 | May 14, 2026 |
| BALLAST ADVISORS LLC | History | New | 4,396 | 50 | 0.01% | — | 175 | +4,396 | New | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 3,880 | 44 | 0.0% | 0.0% | 176 | -1,237 | -24.17% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 3,889 | 44 | 0.0% | 0.01% | 177 | -47 | -1.19% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,393 | 35 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Triumph Capital Management | History | Reduced | 2,386 | 27 | 0.01% | 0.01% | 179 | -489 | -17.01% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,336 | 26 | 0.0% | — | 180 | +2,336 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,094 | 23 | 0.0% | 0.0% | 182 | +1,320 | 170.54% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,040 | 23 | 0.0% | 0.0% | 181 | -1,253 | -38.05% | Q1 2026 | Apr 22, 2026 |
| JNBA Financial Advisors | History | No change | 1,896 | 21 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 1,641 | 18 | 0.0% | 0.0% | 184 | -441 | -21.18% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,481 | 16 | 0.0% | 0.0% | 186 | -2,344 | -61.28% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,465 | 16 | 0.0% | 0.0% | 185 | +938 | 177.99% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,303 | 14 | 0.0% | 0.0% | 188 | +1,057 | 429.67% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,226 | 14 | 0.0% | 0.0% | 187 | -53 | -4.14% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,022 | 11 | 0.0% | — | 190 | +1,022 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 974 | 11 | 0.0% | — | 191 | +974 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 975 | 11 | 0.0% | 0.0% | 189 | +369 | 60.89% | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Added to | 892 | 10 | 0.0% | 0.0% | 193 | +22 | 2.53% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 920 | 10 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | New | 821 | 9 | 0.0% | — | 195 | +821 | New | Q1 2026 | May 12, 2026 |
| Aventura Private Wealth, LLC | History | No change | 797 | 9 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 751 | 8 | 0.0% | 0.0% | 196 | +307 | 69.14% | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | New | 677 | 7 | 0.0% | — | 198 | +677 | New | Q1 2026 | May 21, 2026 |
| Legacy Wealth Managment, LLC/ID | History | No change | 700 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 561 | 6 | 0.0% | 0.0% | 199 | +428 | 321.8% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 582 | 6 | 0.0% | 0.0% | 200 | +57 | 10.86% | Q1 2026 | May 15, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 454 | 5 | 0.0% | — | 205 | +454 | New | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 469 | 5 | 0.0% | 0.0% | 203 | +364 | 346.67% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 457 | 5 | 0.0% | 0.0% | 201 | +26 | 6.03% | Q1 2026 | May 14, 2026 |
| Coston, McIsaac & Partners | History | Added to | 500 | 5 | 0.0% | 0.0% | 204 | +12 | 2.46% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 506 | 5 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 413 | 4 | 0.0% | 0.0% | 208 | +53 | 14.72% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 387 | 4 | 0.0% | 0.0% | 207 | -37 | -8.73% | Q1 2026 | Apr 07, 2026 |
| MARK SHEPTOFF FINANCIAL PLANNING, LLC | History | No change | 375 | 4 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 282 | 3 | 0.0% | 0.0% | 211 | -6,844 | -96.04% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | New | 275 | 3 | 0.0% | — | 213 | +275 | New | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | Reduced | 279 | 3 | 0.0% | 0.0% | 209 | -221 | -44.2% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 263 | 3 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 350 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 228 | 2 | 0.0% | — | 217 | +228 | New | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 195 | 2 | 0.0% | — | 218 | +195 | New | Q1 2026 | May 19, 2026 |
| LRI Investments, LLC | History | Added to | 207 | 2 | 0.0% | 0.0% | 216 | +48 | 30.19% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | No change | 137 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 217 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | New | 122 | 1 | 0.0% | — | 224 | +122 | New | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 174 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | No change | 117 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GABLES CAPITAL MANAGEMENT INC. | History | No change | 125 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 167 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| City State Bank | History | No change | 100 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,761,802 | -100.0% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -1,199,719 | -100.0% | Q1 2026 | May 15, 2026 |
| Karl Kapital LLC | History | Closed out | 0 | 0 | — | 5.4% | — | -579,667 | -100.0% | Q1 2026 | May 15, 2026 |
| Clayton Partners LLC | History | Closed out | 0 | 0 | — | 1.48% | — | -195,000 | -100.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -189,333 | -100.0% | Q1 2026 | May 14, 2026 |
| Kintayl Capital LP | History | Closed out | 0 | 0 | — | 1.04% | — | -164,160 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -154,353 | -100.0% | Q1 2026 | Apr 16, 2026 |
| NINE MASTS CAPITAL Ltd | History | Closed out | 0 | 0 | — | 0.15% | — | -81,000 | -100.0% | Q1 2026 | May 12, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -71,432 | -100.0% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -56,571 | -100.0% | Q1 2026 | May 05, 2026 |
| Yakira Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.17% | — | -49,250 | -100.0% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -39,521 | -100.0% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -34,164 | -100.0% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -25,836 | -100.0% | Q1 2026 | May 14, 2026 |
| VIRTUS ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -20,274 | -100.0% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,972 | -100.0% | Q1 2026 | Apr 20, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,748 | -100.0% | Q1 2026 | Apr 24, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -11,537 | -100.0% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,774 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,029 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,471 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,937 | -100.0% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -1,934 | -100.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -499 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Chung Wu Investment Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -375 | -100.0% | Q1 2026 | May 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -294 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -212 | -95.93% | Q1 2026 | Apr 28, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 68 | 0 | — | — | — | +68 | New | Q1 2026 | May 06, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 26 | 0 | — | — | — | -53 | -67.09% | Q1 2026 | May 13, 2026 |
| Investors Portfolio Services LLC | History | New | 53 | 0 | — | — | — | +53 | New | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | Closed out | 0 | 0 | — | — | — | -49 | -100.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 72 | 0 | — | — | — | +48 | 200.0% | Q1 2026 | May 07, 2026 |
| Community Financial Services Group, LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 43 | 0 | — | — | — | +25 | 138.89% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 30 | 0 | — | — | — | +18 | 150.0% | Q1 2026 | May 05, 2026 |
| Abound Wealth Management | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 13, 2026 |
| CURIO WEALTH, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quest 10 Wealth Builders, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |