UNITED STATES ANTIMONY CORP - UAMY
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VAN ECK ASSOCIATES CORP | History | New | 10,369,695 | 90,527 | 0.07% | — | 1 | +10,369,695 | New | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 9,883,038 | 86,278 | 0.0% | 0.0% | 2 | +545,719 | 5.84% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 8,047,077 | 70,250 | 0.0% | 0.0% | 3 | +378,051 | 4.93% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,796,705 | 50,605 | 0.01% | 0.0% | 4 | -1,325,845 | -18.61% | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 5,345,710 | 46,668 | 0.34% | 0.04% | 5 | +4,052,162 | 313.26% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,200,486 | 45,400 | 0.0% | — | 6 | +5,200,486 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 7,436,911 | 37,333 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hood River Capital Management LLC | History | Added to | 2,759,376 | 24,089 | 0.24% | 0.13% | 8 | +354,104 | 14.72% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,716,876 | 23,723 | 0.0% | 0.0% | 9 | +60,954 | 2.3% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,491,245 | 21,748 | 0.0% | 0.0% | 10 | -2,837,682 | -53.25% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | New | 2,239,801 | 19,553 | 0.0% | — | 11 | +2,239,801 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 2,012,576 | 17,569 | 0.0% | 0.0% | 12 | +728,940 | 56.79% | Q1 2026 | May 05, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,728,818 | 15,092 | 0.02% | 0.01% | 13 | -400,000 | -18.79% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,599,000 | 13,959 | 0.0% | 0.0% | 14 | -577,183 | -26.52% | Q1 2026 | May 12, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 1,253,528 | 10,943 | 0.01% | 0.0% | 15 | +1,232,683 | 5913.57% | Q1 2026 | May 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,232,688 | 10,761 | 0.0% | — | 16 | +1,232,688 | New | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 1,226,930 | 10,711 | 0.02% | 0.0% | 17 | +963,808 | 366.3% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 1,203,220 | 10,504 | 0.0% | 0.0% | 18 | +54,862 | 4.78% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Added to | 1,098,812 | 9,592 | 0.02% | 0.01% | 19 | +332,112 | 43.32% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 983,473 | 8,585 | 0.0% | 0.0% | 20 | +94,004 | 10.57% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 939,589 | 8,202 | 0.01% | 0.02% | 21 | -1,982,113 | -67.84% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Added to | 375,718 | 7,736 | 1.1% | 0.17% | 22 | +141,040 | 60.1% | Q1 2026 | Apr 17, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 831,164 | 7,256 | 0.0% | — | 23 | +831,164 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 772,172 | 6,741 | 0.0% | 0.0% | 24 | -572,608 | -42.58% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 660,114 | 5,762 | 0.01% | 0.0% | 25 | +319,704 | 93.92% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 724,469 | 5,701 | 0.0% | 0.0% | 26 | +453,739 | 167.6% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 629,183 | 5,492 | 0.0% | 0.0% | 27 | +57,884 | 10.13% | Q1 2026 | May 14, 2026 |
| TANAKA CAPITAL MANAGEMENT INC | History | No change | 615,975 | 5,377 | 8.98% | 5.64% | 28 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 611,100 | 5,334 | 0.01% | 0.0% | 29 | +471,800 | 338.69% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 573,436 | 5,006 | 0.01% | 0.0% | 30 | +327,236 | 132.91% | Q1 2026 | May 08, 2026 |
| McGowan Group Asset Management, Inc. | History | Added to | 444,273 | 3,878 | 0.49% | 0.27% | 31 | +2,838 | 0.64% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | Reduced | 441,700 | 3,856 | 0.0% | 0.0% | 32 | -378,839 | -46.17% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 426,550 | 3,723 | 0.0% | 0.0% | 33 | +59,332 | 16.16% | Q1 2026 | May 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 398,679 | 3,492 | 0.01% | — | 34 | +398,679 | New | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 336,733 | 2,939 | 0.0% | 0.0% | 35 | -32,729 | -8.86% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 335,409 | 2,928 | 0.0% | 0.0% | 36 | -71,007 | -17.47% | Q1 2026 | Apr 30, 2026 |
| HITE Hedge Asset Management LLC | History | New | 333,708 | 2,913 | 0.16% | — | 37 | +333,708 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 313,005 | 2,732 | 0.0% | 0.0% | 38 | +20,545 | 7.02% | Q1 2026 | May 05, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 309,780 | 2,704 | 0.01% | 0.0% | 39 | +60,902 | 24.47% | Q1 2026 | Apr 30, 2026 |
| Orchard Capital Management, LLC | History | No change | 304,623 | 2,659 | 2.77% | 1.33% | 40 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 297,020 | 2,592 | 0.0% | 0.0% | 41 | +68,052 | 29.72% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | Added to | 288,583 | 2,519 | 0.0% | 0.0% | 42 | +245,041 | 562.77% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 262,100 | 2,288 | 0.01% | 0.0% | 43 | +73,900 | 39.27% | Q1 2026 | May 13, 2026 |
| Daiwa Securities Group Inc. | History | New | 370,200 | 2,242 | 0.01% | — | 44 | +370,200 | New | Q1 2026 | May 13, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | New | 248,031 | 2,165 | 0.24% | — | 45 | +248,031 | New | Q1 2026 | Apr 07, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 237,500 | 2,073 | 0.0% | 0.0% | 46 | +26,762 | 12.7% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | No change | 232,800 | 2,032 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 224,315 | 1,958 | 0.0% | 0.0% | 48 | +109,015 | 94.55% | Q1 2026 | May 15, 2026 |
| Granahan Investment Management, LLC | History | Reduced | 218,184 | 1,904 | 0.09% | 0.1% | 49 | -260,807 | -54.45% | Q1 2026 | May 15, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 215,008 | 1,877 | 0.23% | 0.14% | 50 | +61,493 | 40.06% | Q1 2026 | May 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 203,932 | 1,780 | 0.0% | 0.0% | 51 | +76,497 | 60.03% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 194,539 | 1,698 | 0.0% | 0.0% | 52 | -107,972 | -35.69% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 177,813 | 1,552 | 0.0% | 0.0% | 53 | +33,413 | 23.14% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 302,300 | 1,517 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Miller Global Investments, LLC | History | Reduced | 169,942 | 1,483 | 1.36% | 0.78% | 55 | -1,703 | -0.99% | Q1 2026 | Apr 06, 2026 |
| Financial Sense Advisors, Inc. | History | New | 163,602 | 1,428 | 0.29% | — | 56 | +163,602 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 148,212 | 1,294 | 0.0% | 0.0% | 57 | +77,399 | 109.3% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 138,380 | 1,208 | 0.0% | 0.0% | 58 | +19,668 | 16.57% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 137,358 | 1,182 | 0.0% | 0.0% | 59 | +71,546 | 108.71% | Q1 2026 | May 13, 2026 |
| Calamos Advisors LLC | History | Added to | 134,472 | 1,173 | 0.0% | 0.0% | 60 | +14,882 | 12.44% | Q1 2026 | May 04, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 134,064 | 1,170 | 0.0% | 0.0% | 61 | +6,540 | 5.13% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 123,546 | 1,078 | 0.0% | 0.0% | 62 | +93,250 | 307.8% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 121,752 | 1,062 | 0.01% | 0.01% | 63 | +16,752 | 15.95% | Q1 2026 | May 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | No change | 120,200 | 1,052 | 0.05% | 0.03% | 64 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 119,385 | 1,042 | 0.0% | 0.0% | 65 | -43,881 | -26.88% | Q1 2026 | May 13, 2026 |
| GAM Holding AG | History | No change | 200,000 | 1,004 | 0.06% | 0.06% | 66 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 112,293 | 980 | 0.0% | 0.0% | 67 | -884 | -0.78% | Q1 2026 | May 15, 2026 |
| DLD Asset Management, LP | History | Reduced | 110,000 | 960 | 0.09% | 0.32% | 68 | -760,100 | -87.36% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 106,962 | 933 | 0.0% | 0.0% | 69 | -13,748 | -11.39% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 105,197 | 918 | 0.0% | 0.0% | 70 | +103,544 | 6264.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 104,402 | 911 | 0.0% | 0.0% | 71 | -30,894 | -22.83% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 103,346 | 902 | 0.0% | 0.0% | 72 | -56,270 | -35.25% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 100,187 | 874 | 0.0% | 0.0% | 73 | +7,298 | 7.86% | Q1 2026 | May 06, 2026 |
| Swiss Life Asset Management Ltd | History | New | 20,423 | 867 | 0.0% | — | 74 | +20,423 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 94,203 | 822 | 0.0% | 0.0% | 75 | +7,488 | 8.64% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 84,312 | 737 | 0.0% | 0.0% | 76 | +21,227 | 33.65% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 77,994 | 680 | 0.0% | — | 77 | +77,994 | New | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 75,236 | 656 | 0.0% | — | 78 | +75,236 | New | Q1 2026 | May 08, 2026 |
| Belpointe Asset Management LLC | History | New | 74,032 | 646 | 0.02% | — | 80 | +74,032 | New | Q1 2026 | Apr 28, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 74,071 | 646 | 0.14% | 0.08% | 79 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 73,269 | 639 | 0.0% | 0.0% | 81 | -2,292 | -3.03% | Q1 2026 | May 15, 2026 |
| Brooklands Fund Management Ltd | History | No change | 70,000 | 611 | 0.69% | 0.24% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 67,907 | 592 | 0.0% | 0.0% | 83 | +11,671 | 20.75% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 66,523 | 580 | 0.0% | 0.0% | 84 | +19,089 | 40.24% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 115,200 | 578 | 0.0% | 0.0% | 85 | +30,900 | 36.65% | Q1 2026 | May 15, 2026 |
| KIECKHEFER GROUP LLC | History | No change | 66,000 | 576 | 0.27% | 0.16% | 86 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MARSHALL WACE, LLP | History | New | 63,521 | 554 | 0.0% | — | 87 | +63,521 | New | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 61,282 | 534 | 0.0% | 0.0% | 88 | -5,719 | -8.54% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 60,075 | 524 | 0.01% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 55,735 | 486 | 0.0% | 0.0% | 90 | +508 | 0.92% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 54,900 | 480 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Added to | 54,139 | 472 | 0.04% | 0.01% | 92 | +16,587 | 44.17% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 52,016 | 454 | 0.0% | 0.0% | 93 | +6,819 | 15.09% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Added to | 51,135 | 446 | 0.06% | 0.05% | 94 | +10,829 | 26.87% | Q1 2026 | May 13, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 50,981 | 445 | 0.01% | 0.0% | 95 | +2,518 | 5.2% | Q1 2026 | Apr 10, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 50,000 | 436 | 0.01% | 0.01% | 96 | -27,800 | -35.73% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | No change | 50,000 | 436 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Beirne Wealth Consulting Services, LLC | History | Reduced | 49,000 | 427 | 0.12% | 0.07% | 98 | -1,000 | -2.0% | Q1 2026 | Apr 30, 2026 |
| Engineers Gate Manager LP | History | New | 44,977 | 392 | 0.0% | — | 99 | +44,977 | New | Q1 2026 | May 15, 2026 |
| Worth Venture Partners, LLC | History | Added to | 44,650 | 389 | 1.23% | 0.84% | 100 | +21,450 | 92.46% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 44,295 | 387 | 0.03% | 0.04% | 101 | -51,599 | -53.81% | Q1 2026 | Apr 28, 2026 |
| Verity Asset Management, Inc. | History | New | 42,951 | 374 | 0.16% | — | 102 | +42,951 | New | Q1 2026 | Apr 21, 2026 |
| CastleKnight Management LP | History | Reduced | 41,750 | 364 | 0.01% | 0.01% | 103 | -41,750 | -50.0% | Q1 2026 | May 15, 2026 |
| Jaffetilchin Investment Partners, LLC | History | Reduced | 40,348 | 352 | 0.02% | 0.01% | 104 | -6,202 | -13.32% | Q1 2026 | May 13, 2026 |
| TRANSCEND CAPITAL ADVISORS, LLC | History | New | 39,709 | 346 | 0.03% | — | 105 | +39,709 | New | Q1 2026 | May 13, 2026 |
| Wealth Quarterback LLC | History | Added to | 39,592 | 345 | 0.14% | 0.06% | 106 | +3,973 | 11.15% | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | Added to | 39,395 | 343 | 0.0% | 0.0% | 107 | +34,395 | 687.9% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | No change | 38,271 | 334 | 0.03% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 37,008 | 323 | 0.0% | 0.0% | 109 | +26,040 | 237.42% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 35,567 | 310 | 0.0% | 0.0% | 110 | +14,638 | 69.94% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 35,400 | 309 | 0.0% | — | 111 | +35,400 | New | Q1 2026 | May 01, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 34,959 | 305 | 0.0% | 0.0% | 113 | +4,509 | 14.81% | Q1 2026 | Apr 30, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 35,000 | 305 | 0.02% | 0.01% | 112 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 34,800 | 303 | 0.0% | 0.0% | 114 | -6,700 | -16.14% | Q1 2026 | Apr 29, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 33,485 | 292 | 0.0% | 0.0% | 115 | +4,401 | 15.13% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 32,706 | 285 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arizona State Retirement System | History | Reduced | 32,497 | 283 | 0.0% | 0.0% | 117 | -439 | -1.33% | Q1 2026 | May 01, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 32,215 | 281 | 0.0% | 0.0% | 118 | -3,665 | -10.21% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 31,981 | 279 | 0.0% | 0.02% | 119 | -256,988 | -88.93% | Q1 2026 | May 14, 2026 |
| ADVOCATE GROUP LLC | History | No change | 31,950 | 278 | 0.04% | 0.03% | 120 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 53,712 | 269 | 0.08% | 0.08% | 121 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 30,080 | 262 | 0.0% | 0.0% | 122 | -26,958 | -47.26% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 29,977 | 261 | 0.0% | — | 123 | +29,977 | New | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | New | 29,847 | 260 | 0.0% | — | 124 | +29,847 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 29,500 | 257 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 29,355 | 256 | 0.0% | — | 126 | +29,355 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 26,123 | 228 | 0.03% | — | 127 | +26,123 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 26,109 | 227 | 0.0% | 0.0% | 128 | -190 | -0.72% | Q1 2026 | May 12, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 25,710 | 224 | 0.0% | 0.0% | 129 | -2,126 | -7.64% | Q1 2026 | May 15, 2026 |
| Modus Advisors, LLC | History | No change | 25,000 | 218 | 0.06% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Royal Palms Capital LLC | History | No change | 24,700 | 215 | 0.21% | 0.15% | 131 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Segment Wealth Management, LLC | History | No change | 24,300 | 212 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HM PAYSON & CO | History | No change | 23,700 | 206 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Headlands Technologies LLC | History | New | 22,675 | 197 | 0.02% | — | 134 | +22,675 | New | Q1 2026 | May 13, 2026 |
| PURSUE WEALTH PARTNERS LLC | History | New | 22,401 | 196 | 0.12% | — | 135 | +22,401 | New | Q1 2026 | Apr 08, 2026 |
| Visionary Wealth Advisors | History | Reduced | 21,611 | 188 | 0.01% | 0.01% | 136 | -1,300 | -5.67% | Q1 2026 | May 13, 2026 |
| SOA Wealth Advisors, LLC. | History | No change | 21,604 | 188 | 0.04% | 0.02% | 137 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| DRW Securities, LLC | History | New | 20,630 | 180 | 0.0% | — | 138 | +20,630 | New | Q1 2026 | May 13, 2026 |
| Csenge Advisory Group | History | New | 20,608 | 179 | 0.01% | — | 139 | +20,608 | New | Q1 2026 | Apr 30, 2026 |
| Pilgrim Partners Asia Pte Ltd | History | Added to | 19,600 | 171 | 0.07% | 0.04% | 140 | +3,000 | 18.07% | Q1 2026 | May 12, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 19,381 | 169 | 0.01% | — | 141 | +19,381 | New | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 19,346 | 168 | 0.0% | 0.0% | 142 | +6,734 | 53.39% | Q1 2026 | Apr 22, 2026 |
| Corient Private Wealth LLC | History | New | 18,297 | 159 | 0.0% | — | 144 | +18,297 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 18,290 | 159 | 0.0% | — | 143 | +18,290 | New | Q1 2026 | May 13, 2026 |
| Baltimore-Washington Financial Advisors, Inc. | History | Added to | 18,145 | 158 | 0.01% | 0.0% | 145 | +2,116 | 13.2% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 18,064 | 157 | 0.0% | 0.0% | 146 | +4,012 | 28.55% | Q1 2026 | May 05, 2026 |
| Byrne Asset Management LLC | History | Reduced | 17,230 | 150 | 0.09% | 0.06% | 148 | -4,850 | -21.97% | Q1 2026 | Apr 02, 2026 |
| ProShare Advisors LLC | History | Reduced | 17,251 | 150 | 0.0% | 0.0% | 147 | -4,496 | -20.67% | Q1 2026 | Apr 24, 2026 |
| E&G Advisors, LP | History | No change | 17,150 | 149 | 0.03% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Leo Wealth, LLC | History | Added to | 17,000 | 148 | 0.01% | 0.01% | 150 | +61 | 0.36% | Q1 2026 | May 05, 2026 |
| Finer Wealth Management, Inc. | History | No change | 16,158 | 141 | 0.07% | 0.04% | 151 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 15,814 | 138 | 0.0% | 0.0% | 152 | +24 | 0.15% | Q1 2026 | May 15, 2026 |
| THOMPSON DAVIS & CO., INC. | History | New | 15,325 | 133 | 0.09% | — | 153 | +15,325 | New | Q1 2026 | Apr 16, 2026 |
| McAdam, LLC | History | New | 15,311 | 133 | 0.01% | — | 154 | +15,311 | New | Q1 2026 | May 08, 2026 |
| Lincoln Capital LLC | History | Added to | 14,340 | 125 | 0.02% | 0.01% | 155 | +2,857 | 24.88% | Q1 2026 | May 01, 2026 |
| Granite Investment Partners, LLC | History | New | 13,935 | 121 | 0.01% | — | 157 | +13,935 | New | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 13,953 | 121 | 0.0% | 0.0% | 156 | +34 | 0.24% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | New | 13,850 | 120 | 0.0% | — | 158 | +13,850 | New | Q1 2026 | May 12, 2026 |
| Revisor Wealth Management LLC | History | Added to | 13,650 | 119 | 0.03% | 0.03% | 159 | +1,125 | 8.98% | Q1 2026 | Apr 27, 2026 |
| FOREFRONT WEALTH MANAGEMENT INC. | History | No change | 23,624 | 118 | 0.08% | 0.08% | 160 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 13,507 | 117 | 0.0% | — | 161 | +13,507 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 13,300 | 116 | 0.0% | — | 162 | +13,300 | New | Q1 2026 | May 15, 2026 |
| Regal Investment Advisors LLC | History | New | 13,000 | 113 | 0.01% | — | 163 | +13,000 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 12,742 | 111 | 0.0% | 0.0% | 164 | +10,049 | 373.15% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | New | 12,613 | 110 | 0.0% | — | 165 | +12,613 | New | Q1 2026 | Apr 24, 2026 |
| Kingsview Wealth Management, LLC | History | New | 12,237 | 106 | 0.0% | — | 166 | +12,237 | New | Q1 2026 | May 12, 2026 |
| Gateway Wealth Partners, LLC | History | New | 11,800 | 103 | 0.0% | — | 167 | +11,800 | New | Q1 2026 | May 15, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | New | 11,426 | 99 | 0.09% | — | 168 | +11,426 | New | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | New | 11,210 | 97 | 0.0% | — | 170 | +11,210 | New | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 11,222 | 97 | 0.0% | 0.0% | 169 | +5,927 | 111.94% | Q1 2026 | Apr 07, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 10,904 | 95 | 0.0% | 0.0% | 171 | -2,551 | -18.96% | Q1 2026 | Apr 28, 2026 |
| XPONANCE LLC | History | New | 10,793 | 94 | 0.0% | — | 172 | +10,793 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 10,562 | 92 | 0.0% | 0.0% | 173 | +7,046 | 200.4% | Q1 2026 | May 15, 2026 |
| Wealthfront Advisers LLC | History | Reduced | 10,240 | 89 | 0.0% | 0.0% | 175 | -4,778 | -31.82% | Q1 2026 | May 05, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 10,250 | 89 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | New | 10,070 | 87 | 0.0% | — | 176 | +10,070 | New | Q1 2026 | May 05, 2026 |
| Rathbones Group PLC | History | New | 10,000 | 87 | 0.0% | — | 177 | +10,000 | New | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 9,892 | 86 | 0.0% | 0.0% | 178 | +1,500 | 17.87% | Q1 2026 | May 04, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,770 | 85 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Traynor Capital Management, Inc. | History | New | 10,461 | 82 | 0.0% | — | 180 | +10,461 | New | Q1 2026 | May 14, 2026 |
| Crewe Advisors LLC | History | New | 9,000 | 78 | 0.01% | — | 181 | +9,000 | New | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 7,962 | 69 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pine Valley Investments Ltd Liability Co | History | No change | 11,510 | 57 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 11,125 | 55 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 6,105 | 53 | 0.0% | 0.0% | 185 | -844 | -12.15% | Q1 2026 | May 07, 2026 |
| Ensign Peak Advisors, Inc | History | New | 5,800 | 50 | 0.0% | — | 186 | +5,800 | New | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 4,825 | 42 | 0.0% | — | 187 | +4,825 | New | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,642 | 40 | 0.0% | 0.0% | 188 | +3,642 | 364.2% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,974 | 34 | 0.0% | 0.0% | 189 | +326 | 8.94% | Q1 2026 | May 08, 2026 |
| KBC Group NV | History | New | 3,567 | 31 | 0.0% | — | 190 | +3,567 | New | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,525 | 29 | 0.0% | 0.0% | 191 | +1,000 | 39.6% | Q1 2026 | Apr 07, 2026 |
| Nova Wealth Management, Inc. | History | Added to | 3,304 | 28 | 0.02% | 0.01% | 192 | +252 | 8.26% | Q1 2026 | Apr 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | Added to | 3,105 | 27 | 0.0% | 0.0% | 193 | +1,105 | 55.25% | Q1 2026 | Apr 16, 2026 |
| Caption Management, LLC | History | No change | 3,000 | 26 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,967 | 25 | 0.0% | 0.0% | 196 | +2,499 | 533.97% | Q1 2026 | Apr 27, 2026 |
| Security National Bank | History | No change | 2,958 | 25 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 3,000 | 24 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CWM, LLC | History | Added to | 2,684 | 23 | 0.0% | 0.0% | 198 | +2,476 | 1190.38% | Q1 2026 | May 14, 2026 |
| American Capital Advisory, LLC | History | New | 2,000 | 17 | 0.01% | — | 199 | +2,000 | New | Q1 2026 | Apr 29, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,855 | 16 | 0.0% | — | 200 | +1,855 | New | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,634 | 14 | 0.0% | 0.0% | 201 | +1,430 | 700.98% | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | No change | 1,501 | 13 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 1,500 | 12 | 0.0% | 0.0% | 203 | -26,178 | -94.58% | Q1 2026 | Apr 28, 2026 |
| Western Wealth Management, LLC | History | New | 1,285 | 11 | 0.0% | — | 205 | +1,285 | New | Q1 2026 | May 19, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,280 | 11 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | New | 1,069 | 9 | 0.0% | — | 207 | +1,069 | New | Q1 2026 | Apr 29, 2026 |
| Costello Asset Management, INC | History | No change | 1,100 | 9 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CLEAR INVESTMENT RESEARCH, LLC | History | New | 1,000 | 8 | 0.01% | — | 210 | +1,000 | New | Q1 2026 | May 04, 2026 |
| MAI Capital Management | History | New | 964 | 8 | 0.0% | — | 209 | +964 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 948 | 8 | 0.0% | — | 208 | +948 | New | Q1 2026 | Apr 30, 2026 |
| GRATIA CAPITAL, LLC | History | Reduced | 900 | 7 | 0.0% | 1.57% | 211 | -419,100 | -99.79% | Q1 2026 | May 15, 2026 |
| Ascentis Independent Advisors | History | New | 855 | 7 | 0.0% | — | 213 | +855 | New | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 980 | 7 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 773 | 6 | 0.0% | 0.0% | 214 | +39 | 5.31% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | New | 603 | 5 | 0.0% | — | 216 | +603 | New | Q1 2026 | May 14, 2026 |
| ORG Partners LLC | History | No change | 1,075 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 458 | 4 | 0.0% | 0.0% | 218 | +258 | 129.0% | Q1 2026 | May 07, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 500 | 4 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sound Income Strategies, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | No change | 550 | 4 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 445 | 3 | 0.0% | — | 221 | +445 | New | Q1 2026 | Apr 28, 2026 |
| NBC SECURITIES, INC. | History | New | 300 | 2 | 0.0% | — | 227 | +300 | New | Q1 2026 | Apr 14, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| IFP Advisors, Inc | History | No change | 262 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NVWM, LLC | History | No change | 300 | 2 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 300 | 2 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JDM Financial Group LLC | History | No change | 280 | 2 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 176 | 1 | 0.0% | 0.0% | 229 | -522 | -74.79% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 217 | 1 | 0.0% | — | 231 | +217 | New | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | New | 189 | 1 | 0.0% | — | 232 | +189 | New | Q1 2026 | May 13, 2026 |
| Quarry LP | History | New | 183 | 1 | 0.0% | — | 233 | +183 | New | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | No change | 100 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TSFG, LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -480,430 | -100.0% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -359,749 | -100.0% | Q1 2026 | May 14, 2026 |
| HATCH COVE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -203,900 | -100.0% | Q1 2026 | Apr 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -199,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -197,048 | -100.0% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -188,265 | -100.0% | Q1 2026 | May 14, 2026 |
| Dayah Capital LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -180,000 | -100.0% | Q1 2026 | May 19, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | Closed out | 0 | 0 | — | 0.08% | — | -163,398 | -100.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -128,716 | -100.0% | Q1 2026 | May 15, 2026 |
| Kultura Capital Management LP | History | Closed out | 0 | 0 | — | 0.25% | — | -80,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -63,933 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -58,650 | -100.0% | Q1 2026 | May 11, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,352 | -100.0% | Q1 2026 | May 15, 2026 |
| Fore Capital, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -55,000 | -100.0% | Q1 2026 | May 08, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -45,865 | -100.0% | Q1 2026 | May 14, 2026 |
| SIG BROKERAGE, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -40,600 | -100.0% | Q1 2026 | May 15, 2026 |
| SIH Partners, LLLP | History | Closed out | 0 | 0 | — | 0.0% | — | -34,125 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,343 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -21,200 | -100.0% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -20,582 | -100.0% | Q1 2026 | May 15, 2026 |
| GK Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -19,804 | -100.0% | Q1 2026 | Apr 07, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,271 | -100.0% | Q1 2026 | May 15, 2026 |
| SCOTIA CAPITAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,500 | -100.0% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,490 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -14,204 | -100.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,005 | -100.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,940 | -100.0% | Q1 2026 | May 15, 2026 |
| Delta Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.17% | — | -12,582 | -100.0% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -3,900 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -3,739 | -100.0% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -1,700 | -100.0% | Q1 2026 | Apr 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -766 | -100.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -616 | -100.0% | Q1 2026 | May 11, 2026 |
| Luminist Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -302 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -104 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SWAN Capital LLC | History | Reduced | 100 | 0 | — | 0.0% | — | -100 | -50.0% | Q1 2026 | May 14, 2026 |
| Accordant Advisory Group Inc | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 11, 2026 |
| Clark Wealth Partners | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 95 | 0 | — | — | — | +90 | 1800.0% | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | New | 64 | 0 | — | — | — | +64 | New | Q1 2026 | Apr 15, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q1 2026 | May 12, 2026 |
| Covestor Ltd | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | Added to | 101 | 0 | — | — | — | +1 | 1.0% | Q1 2026 | May 08, 2026 |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 83 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Triumph Capital Management | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Investment Research & Advisory Group, Inc. | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |