UNITED BANKSHARES INC/WV - UBSI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 20,166,538 | 835,298 | 0.01% | 0.01% | 1 | +86,459 | 0.43% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 14,542,040 | 558,414 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 7,974,217 | 333,211 | 0.01% | 0.01% | 3 | +24,991 | 0.31% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,661,331 | 317,327 | 0.07% | 0.06% | 4 | +56,808 | 0.75% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 7,277,538 | 301,435 | 0.02% | — | 5 | +7,277,538 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 6,344,890 | 262,805 | 0.01% | — | 6 | +6,344,890 | New | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 4,134,503 | 171,251 | 0.71% | 0.7% | 7 | -105,625 | -2.49% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,942,183 | 163,310 | 0.01% | 0.01% | 8 | +139,845 | 3.68% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 3,119,919 | 129,227 | 0.08% | 0.07% | 9 | -179,469 | -5.44% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 2,374,689 | 98,098 | 0.04% | 0.03% | 10 | +749,484 | 46.12% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,694,830 | 70,199 | 0.01% | 0.01% | 11 | +16,711 | 1.0% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 1,656,172 | 68,598 | 0.5% | 0.49% | 12 | -196,410 | -10.6% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 1,780,352 | 68,365 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,648,776 | 68,292 | 0.01% | 0.01% | 14 | +57,137 | 3.59% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,631,894 | 67,593 | 0.0% | 0.0% | 15 | +277,836 | 20.52% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,607,767 | 66,593 | 0.0% | 0.0% | 16 | +204,626 | 14.58% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,569,829 | 65,022 | 0.01% | 0.01% | 17 | +392,778 | 33.37% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,362,254 | 56,424 | 0.01% | 0.01% | 18 | +10,646 | 0.79% | Q1 2026 | May 05, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 1,327,629 | 54,990 | 0.19% | 0.18% | 19 | -48,117 | -3.5% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 1,211,131 | 50,165 | 0.02% | 0.02% | 20 | +28,190 | 2.38% | Q1 2026 | May 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 984,690 | 40,785 | 0.05% | 0.04% | 21 | +61,772 | 6.69% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 904,635 | 37,469 | 0.01% | — | 22 | +904,635 | New | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Reduced | 902,544 | 37,383 | 0.01% | 0.01% | 23 | -37,940 | -4.03% | Q1 2026 | Apr 30, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | New | 832,340 | 34,475 | 0.35% | — | 24 | +832,340 | New | Q1 2026 | Apr 16, 2026 |
| ProShare Advisors LLC | History | Reduced | 778,714 | 32,254 | 0.05% | 0.08% | 25 | -332,742 | -29.94% | Q1 2026 | Apr 24, 2026 |
| Invesco Ltd. | History | Reduced | 773,956 | 32,057 | 0.0% | 0.01% | 26 | -256,027 | -24.86% | Q1 2026 | May 12, 2026 |
| UNITED BANK | History | Reduced | 710,708 | 29,437 | 3.77% | 3.62% | 27 | -2,580 | -0.36% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 678,854 | 28,118 | 0.0% | 0.0% | 28 | +588,140 | 648.35% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 633,118 | 26,223 | 0.04% | 0.03% | 29 | -1,919 | -0.3% | Q1 2026 | May 06, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 570,961 | 23,649 | 0.02% | 0.01% | 30 | +39,712 | 7.48% | Q1 2026 | May 13, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 432,000 | 17,893 | 0.41% | 0.39% | 31 | -3,530 | -0.81% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 431,396 | 17,868 | 0.02% | 0.01% | 32 | +929 | 0.22% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 427,820 | 17,720 | 0.0% | 0.0% | 33 | -105,207 | -19.74% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 410,132 | 16,997 | 0.0% | 0.0% | 34 | -9,855 | -2.35% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 370,302 | 15,337 | 0.0% | 0.0% | 35 | +20,467 | 5.85% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 368,003 | 14,974 | 0.0% | 0.0% | 36 | -115,078 | -23.82% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 345,929 | 14,328 | 0.01% | 0.01% | 37 | +4,767 | 1.4% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 313,631 | 12,990 | 0.01% | 0.01% | 38 | +10,188 | 3.36% | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 297,590 | 12,326 | 0.0% | 0.0% | 39 | +9,608 | 3.34% | Q1 2026 | May 13, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 293,253 | 12,146 | 0.01% | 0.01% | 40 | +22,499 | 8.31% | Q1 2026 | May 06, 2026 |
| Swiss National Bank | History | Reduced | 277,963 | 11,513 | 0.01% | 0.01% | 41 | -1,200 | -0.43% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 263,895 | 10,930 | 0.0% | 0.0% | 42 | -2,374 | -0.89% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 281,398 | 10,805 | 0.0% | 0.0% | 43 | -5,146 | -1.8% | Q1 2026 | May 15, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | No change | 233,034 | 9,652 | 0.46% | 0.36% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 231,105 | 9,572 | 0.0% | 0.0% | 45 | +117,095 | 102.71% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 229,412 | 9,502 | 0.0% | 0.0% | 46 | +144,647 | 170.64% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 217,518 | 9,009 | 0.04% | 0.03% | 47 | -22,998 | -9.56% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 217,152 | 8,994 | 0.0% | 0.0% | 48 | +7,971 | 3.81% | Q1 2026 | May 04, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 215,644 | 8,931 | 0.0% | 0.01% | 49 | -15,119 | -6.55% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 208,424 | 8,632 | 0.0% | 0.0% | 50 | -829 | -0.4% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 189,805 | 7,861 | 0.0% | 0.0% | 51 | -22,434 | -10.57% | Q1 2026 | May 08, 2026 |
| NTV ASSET MANAGEMENT LLC | History | Added to | 172,525 | 7,145 | 0.79% | 0.7% | 52 | +500 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Retirement Systems of Alabama | History | Added to | 171,083 | 7,086 | 0.02% | 0.02% | 53 | +2,954 | 1.76% | Q1 2026 | Apr 24, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 169,069 | 7,003 | 0.01% | 0.0% | 54 | +147,620 | 688.24% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 164,189 | 6,801 | 0.0% | 0.0% | 55 | +23,257 | 16.5% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 161,999 | 6,709 | 0.01% | 0.01% | 56 | -8,539 | -5.01% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 155,643 | 6,446 | 0.01% | 0.01% | 57 | +22,458 | 16.86% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 147,535 | 6,110 | 0.0% | 0.0% | 58 | +30,157 | 25.69% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | Added to | 146,924 | 6,085 | 0.1% | 0.08% | 59 | +19,463 | 15.27% | Q1 2026 | Apr 21, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 146,514 | 6,068 | 0.09% | 0.14% | 60 | -126,478 | -46.33% | Q1 2026 | May 22, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 142,805 | 5,914 | 0.03% | 0.03% | 61 | -415 | -0.29% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 137,304 | 5,687 | 0.0% | — | 62 | +137,304 | New | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 132,182 | 5,474 | 0.0% | 0.0% | 63 | -6,749 | -4.86% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 126,800 | 5,252 | 0.01% | 0.01% | 64 | -13,781 | -9.8% | Q1 2026 | Apr 27, 2026 |
| Focus Partners Wealth | History | Added to | 121,376 | 5,027 | 0.01% | 0.0% | 65 | +9,769 | 8.75% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 113,931 | 4,719 | 0.05% | 0.05% | 66 | -1,960 | -1.69% | Q1 2026 | Apr 23, 2026 |
| BARCLAYS PLC | History | Reduced | 112,161 | 4,645 | 0.0% | 0.0% | 67 | -237,916 | -67.96% | Q1 2026 | May 14, 2026 |
| 1834 INVESTMENT ADVISORS CO | History | Added to | 111,894 | 4,635 | 0.58% | 0.46% | 68 | +15,550 | 16.14% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 111,869 | 4,633 | 0.0% | 0.0% | 69 | +10,049 | 9.87% | Q1 2026 | May 11, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 110,000 | 4,556 | 0.9% | 0.97% | 70 | -32,500 | -22.81% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 117,542 | 4,513 | 0.03% | 0.03% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | New | 108,618 | 4,498 | 0.81% | — | 72 | +108,618 | New | Q1 2026 | Apr 20, 2026 |
| Holocene Advisors, LP | History | Added to | 105,667 | 4,376 | 0.01% | 0.01% | 73 | +30,395 | 40.38% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Added to | 104,053 | 4,310 | 0.03% | 0.0% | 74 | +94,971 | 1045.71% | Q1 2026 | May 01, 2026 |
| WESBANCO BANK INC | History | Reduced | 101,359 | 4,198 | 0.12% | 0.12% | 75 | -13,360 | -11.65% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 96,793 | 4,010 | 0.0% | 0.0% | 76 | -3,062 | -3.07% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 94,994 | 3,934 | 0.0% | 0.0% | 77 | -4,840 | -4.85% | Q1 2026 | May 12, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 91,272 | 3,780 | 0.02% | 0.01% | 78 | -11,549 | -11.23% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 90,258 | 3,738 | 0.03% | 0.03% | 79 | -759 | -0.83% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 86,762 | 3,599 | 0.01% | 0.01% | 80 | +255 | 0.29% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 85,640 | 3,547 | 0.02% | 0.02% | 81 | +277 | 0.32% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 81,499 | 3,375 | 0.06% | 0.05% | 82 | +7,940 | 10.79% | Q1 2026 | May 18, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 79,603 | 3,297 | 0.0% | 0.0% | 83 | +1,596 | 2.05% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 79,406 | 3,288 | 0.01% | 0.0% | 84 | -3,870 | -4.65% | Q1 2026 | May 15, 2026 |
| Mubadala Investment Co PJSC | History | New | 78,244 | 3,240 | 0.02% | — | 85 | +78,244 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 77,038 | 3,190 | 0.01% | 0.01% | 86 | +1,988 | 2.65% | Q1 2026 | May 14, 2026 |
| Nicholson Wealth Management Group, LLC | History | No change | 76,245 | 3,158 | 1.84% | 1.72% | 87 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 75,082 | 3,109 | 0.09% | 0.08% | 88 | -169 | -0.22% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 73,823 | 3,057 | 0.01% | — | 89 | +73,823 | New | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | No change | 72,399 | 3,012 | 0.12% | 0.11% | 90 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LPL Financial LLC | History | Reduced | 70,933 | 2,938 | 0.0% | 0.0% | 91 | -6,761 | -8.7% | Q1 2026 | May 06, 2026 |
| Graham Capital Management, L.P. | History | Added to | 70,577 | 2,923 | 0.07% | 0.04% | 92 | +30,346 | 75.43% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 69,665 | 2,885 | 0.0% | 0.0% | 93 | +55,176 | 380.81% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 67,564 | 2,798 | 0.0% | 0.0% | 94 | +22,095 | 48.59% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 65,456 | 2,711 | 0.05% | 0.04% | 95 | -4,140 | -5.95% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 65,444 | 2,710 | 0.0% | 0.0% | 96 | +7,809 | 13.55% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 64,520 | 2,672 | 0.0% | 0.0% | 97 | +30,062 | 87.24% | Q1 2026 | May 15, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | New | 63,924 | 2,647 | 0.1% | — | 98 | +63,924 | New | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 63,774 | 2,641 | 0.0% | — | 99 | +63,774 | New | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 63,414 | 2,626 | 0.01% | 0.01% | 100 | +19,286 | 43.7% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 61,565 | 2,550 | 0.0% | 0.0% | 101 | +5,109 | 9.05% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 61,534 | 2,549 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AMALGAMATED BANK | History | Added to | 60,343 | 2,499 | 0.02% | 0.02% | 103 | +1,359 | 2.3% | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 59,404 | 2,460 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 58,575 | 2,426 | 0.01% | 0.01% | 105 | -2,422 | -3.97% | Q1 2026 | May 05, 2026 |
| Artemis Investment Management LLP | History | Added to | 57,978 | 2,401 | 0.03% | 0.02% | 106 | +11,084 | 23.64% | Q1 2026 | Apr 13, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 57,899 | 2,398 | 0.05% | 0.04% | 107 | +67 | 0.12% | Q1 2026 | Apr 14, 2026 |
| STALEY CAPITAL ADVISERS INC | History | No change | 56,541 | 2,341 | 0.1% | 0.09% | 108 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 55,514 | 2,299 | 0.04% | 0.04% | 109 | -5,309 | -8.73% | Q1 2026 | May 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 54,709 | 2,266 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 53,479 | 2,215 | 0.03% | 0.02% | 111 | -4,822 | -8.27% | Q1 2026 | May 07, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 53,146 | 2,201 | 0.04% | 0.04% | 112 | -2,500 | -4.49% | Q1 2026 | May 15, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 53,057 | 2,197 | 0.06% | 0.06% | 113 | -211 | -0.4% | Q1 2026 | May 12, 2026 |
| CrossGen Wealth, LLC | History | Added to | 51,782 | 2,144 | 1.88% | 1.75% | 114 | +10 | 0.02% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 50,906 | 2,108 | 0.0% | 0.0% | 115 | -580 | -1.13% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 49,874 | 2,065 | 0.0% | 0.0% | 116 | +33,511 | 204.8% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,035 | 2,031 | 0.0% | 0.0% | 117 | +47,674 | 3502.87% | Q1 2026 | May 01, 2026 |
| ALLSTATE CORP | History | New | 48,991 | 2,029 | 0.02% | — | 118 | +48,991 | New | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 46,616 | 1,930 | 0.0% | 0.0% | 119 | -366 | -0.78% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 46,543 | 1,928 | 0.0% | 0.0% | 120 | +5,796 | 14.22% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 49,316 | 1,893 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 45,562 | 1,887 | 0.0% | 0.0% | 122 | +7,418 | 19.45% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 45,174 | 1,871 | 0.02% | — | 123 | +45,174 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 43,844 | 1,835 | 0.0% | 0.0% | 124 | +2,887 | 7.05% | Q1 2026 | Apr 08, 2026 |
| Regent Peak Wealth Advisors LLC | History | Reduced | 43,590 | 1,805 | 0.37% | 0.36% | 125 | -3,592 | -7.61% | Q1 2026 | Apr 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 41,814 | 1,732 | 0.01% | 0.01% | 126 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Horizon Investments, LLC | History | Added to | 41,674 | 1,726 | 0.02% | 0.0% | 127 | +39,305 | 1659.14% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 41,247 | 1,708 | 0.0% | 0.0% | 128 | +25,175 | 156.64% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 40,827 | 1,691 | 0.01% | 0.0% | 129 | +38,667 | 1790.14% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 40,835 | 1,691 | 0.02% | 0.02% | 130 | -2,425 | -5.61% | Q1 2026 | Apr 24, 2026 |
| Commonwealth Financial Services, LLC | History | Added to | 40,787 | 1,689 | 0.27% | 0.25% | 131 | +1,258 | 3.18% | Q1 2026 | May 07, 2026 |
| SG Americas Securities, LLC | History | Reduced | 40,530 | 1,679 | 0.0% | 0.0% | 132 | -16,336 | -28.73% | Q1 2026 | Apr 16, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 40,500 | 1,677 | 0.03% | 0.03% | 133 | +1,700 | 4.38% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Reduced | 39,422 | 1,632 | 0.02% | 0.02% | 134 | -663 | -1.65% | Q1 2026 | May 05, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 38,911 | 1,611 | 0.01% | 0.01% | 135 | +7,558 | 24.11% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 38,862 | 1,609 | 0.0% | 0.0% | 136 | -17,243 | -30.73% | Q1 2026 | May 12, 2026 |
| Arizona State Retirement System | History | Reduced | 38,570 | 1,597 | 0.01% | 0.01% | 137 | -910 | -2.3% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 38,525 | 1,595 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 37,528 | 1,554 | 0.0% | 0.0% | 139 | -972 | -2.52% | Q1 2026 | May 01, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 37,034 | 1,533 | 0.05% | 0.04% | 140 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 36,983 | 1,531 | 0.0% | — | 141 | +36,983 | New | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | Added to | 36,646 | 1,518 | 0.01% | 0.0% | 142 | +700 | 1.95% | Q1 2026 | Apr 28, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 35,994 | 1,490 | 0.01% | 0.01% | 143 | -11,080 | -23.54% | Q1 2026 | Jun 02, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 35,814 | 1,483 | 0.0% | 0.0% | 144 | +1,181 | 3.41% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 35,291 | 1,461 | 0.0% | 0.0% | 145 | -2,818 | -7.39% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 34,965 | 1,448 | 0.01% | 0.01% | 146 | -91 | -0.26% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 34,890 | 1,445 | 0.0% | 0.0% | 147 | -2,206 | -5.95% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 34,454 | 1,427 | 0.01% | 0.01% | 148 | -10,601 | -23.53% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 34,198 | 1,416 | 0.02% | — | 150 | +34,198 | New | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 33,889 | 1,416 | 0.04% | 0.03% | 149 | +325 | 0.97% | Q1 2026 | May 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 33,613 | 1,392 | 0.01% | 0.01% | 151 | +500 | 1.51% | Q1 2026 | May 04, 2026 |
| CAMBIAR INVESTORS LLC | History | Reduced | 33,478 | 1,386 | 0.06% | 0.08% | 152 | -11,556 | -25.66% | Q1 2026 | May 12, 2026 |
| Crown Wealth Group, LLC | History | No change | 33,031 | 1,368 | 0.4% | 0.35% | 153 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 32,909 | 1,363 | 0.01% | 0.02% | 154 | -25,778 | -43.92% | Q1 2026 | May 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 32,295 | 1,337 | 0.01% | 0.01% | 155 | +10,891 | 50.88% | Q1 2026 | May 14, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 31,897 | 1,321 | 0.02% | 0.01% | 156 | +4,288 | 15.53% | Q1 2026 | Apr 20, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 31,264 | 1,294 | 0.02% | 0.01% | 157 | -79 | -0.25% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 30,903 | 1,289 | 0.01% | 0.0% | 158 | +600 | 1.98% | Q1 2026 | Apr 29, 2026 |
| Verity Asset Management, Inc. | History | Reduced | 31,095 | 1,287 | 0.54% | 0.51% | 159 | -40 | -0.13% | Q1 2026 | Apr 21, 2026 |
| McKinley Carter Wealth Services, Inc. | History | Added to | 31,000 | 1,284 | 0.07% | 0.07% | 160 | +27 | 0.09% | Q1 2026 | Apr 20, 2026 |
| Klingman & Associates, LLC | History | Added to | 30,852 | 1,277 | 0.06% | 0.06% | 161 | +160 | 0.52% | Q1 2026 | May 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 30,317 | 1,255 | 0.07% | 0.09% | 162 | -15,342 | -33.6% | Q1 2026 | May 07, 2026 |
| DOVER ADVISORS, LLC | History | Reduced | 29,810 | 1,246 | 0.52% | 0.71% | 163 | -17,217 | -36.61% | Q1 2026 | Apr 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 28,612 | 1,185 | 0.02% | 0.01% | 164 | +600 | 2.14% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 27,549 | 1,141 | 0.01% | 0.0% | 165 | +8,189 | 42.3% | Q1 2026 | May 13, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 27,400 | 1,135 | 0.03% | 0.03% | 166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Atlantic Union Bankshares Corp | History | Reduced | 27,398 | 1,134 | 0.02% | 0.02% | 167 | -850 | -3.01% | Q1 2026 | May 12, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 27,107 | 1,122 | 0.01% | — | 168 | +27,107 | New | Q1 2026 | May 12, 2026 |
| Foster Victor Wealth Advisors, LLC | History | No change | 24,959 | 1,088 | 0.06% | 0.06% | 169 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | Reduced | 26,236 | 1,086 | 0.01% | 0.02% | 170 | -1,517 | -5.47% | Q1 2026 | May 15, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 25,832 | 1,069 | 0.33% | 0.32% | 171 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 25,141 | 1,041 | 0.01% | 0.01% | 172 | +74 | 0.3% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | Added to | 24,437 | 1,012 | 0.0% | 0.0% | 173 | +1,984 | 8.84% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 24,313 | 1,007 | 0.0% | 0.0% | 174 | +13,325 | 121.27% | Q1 2026 | May 13, 2026 |
| Integrated Quantitative Investments LLC | History | New | 24,132 | 999 | 0.18% | — | 175 | +24,132 | New | Q1 2026 | May 13, 2026 |
| Main Street Group, LTD | History | No change | 23,870 | 988 | 0.29% | 0.32% | 176 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 23,777 | 984 | 0.0% | 0.0% | 177 | +13,010 | 120.83% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 23,458 | 971 | 0.0% | — | 179 | +23,458 | New | Q1 2026 | Apr 30, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 23,459 | 971 | 0.0% | 0.0% | 178 | -1,062 | -4.33% | Q1 2026 | May 12, 2026 |
| Papamarkou Wellner Asset Management inc. | History | No change | 23,198 | 960 | 0.59% | 0.53% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | New | 22,759 | 942 | 0.09% | — | 181 | +22,759 | New | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 22,560 | 934 | 0.01% | 0.01% | 182 | +28 | 0.12% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 22,099 | 915 | 0.0% | 0.01% | 183 | -10,227 | -31.64% | Q1 2026 | Apr 30, 2026 |
| BIP Wealth, LLC | History | Added to | 21,627 | 895 | 0.04% | 0.03% | 184 | +2,937 | 15.71% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 21,555 | 892 | 0.0% | 0.0% | 185 | +2,549 | 13.41% | Q1 2026 | Apr 24, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 21,397 | 886 | 0.0% | 0.0% | 186 | +1,303 | 6.48% | Q1 2026 | Apr 22, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 21,361 | 884 | 0.09% | 0.08% | 187 | +156 | 0.74% | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,291 | 881 | 0.0% | 0.0% | 188 | -3,007 | -12.38% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 21,216 | 878 | 0.0% | 0.0% | 189 | +3,625 | 20.61% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 20,758 | 859 | 0.0% | 0.0% | 190 | +8,118 | 64.22% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 20,601 | 853 | 0.0% | 0.0% | 191 | +2,945 | 16.68% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 20,077 | 831 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| XPONANCE LLC | History | Added to | 19,847 | 822 | 0.01% | 0.0% | 193 | +2,783 | 16.31% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,506 | 807 | 0.0% | 0.0% | 194 | -2,331 | -10.67% | Q1 2026 | Apr 27, 2026 |
| Tranquility Partners, LLC | History | No change | 18,816 | 779 | 0.29% | 0.26% | 195 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 18,120 | 750 | 0.0% | 0.0% | 196 | -455 | -2.45% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 17,843 | 739 | 0.0% | 0.0% | 197 | -3,066 | -14.66% | Q1 2026 | Apr 30, 2026 |
| Verition Fund Management LLC | History | Reduced | 17,777 | 736 | 0.0% | 0.04% | 198 | -253,871 | -93.46% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | New | 17,751 | 735 | 0.01% | — | 199 | +17,751 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 17,733 | 734 | 0.0% | 0.0% | 200 | +3,323 | 23.06% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 17,000 | 704 | 0.0% | 0.0% | 201 | -9,400 | -35.61% | Q1 2026 | Apr 24, 2026 |
| Pathstone Holdings, LLC | History | Added to | 16,804 | 696 | 0.0% | 0.0% | 202 | +648 | 4.01% | Q1 2026 | May 11, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 16,128 | 668 | 0.0% | 0.0% | 203 | -624 | -3.72% | Q1 2026 | May 06, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 15,654 | 648 | 0.03% | 0.02% | 204 | -1,684 | -9.71% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 15,535 | 643 | 0.0% | 0.0% | 205 | +4,734 | 43.83% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 16,500 | 633 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Cetera Investment Advisers | History | Added to | 15,267 | 632 | 0.0% | 0.0% | 207 | +802 | 5.54% | Q1 2026 | May 13, 2026 |
| Capital Investment Advisors, LLC | History | No change | 15,195 | 629 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Edgestream Partners, L.P. | History | New | 14,946 | 619 | 0.02% | — | 209 | +14,946 | New | Q1 2026 | May 18, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 14,528 | 601 | 0.05% | — | 210 | +14,528 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Added to | 14,485 | 599 | 0.0% | 0.0% | 211 | +7 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 14,436 | 595 | 0.0% | 0.0% | 212 | -2,119 | -12.8% | Q1 2026 | May 08, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 14,172 | 587 | 0.06% | 0.06% | 213 | -2,269 | -13.8% | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 14,538 | 586 | 0.0% | 0.0% | 214 | +1,906 | 15.09% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Reduced | 13,891 | 575 | 0.02% | 0.06% | 215 | -19,716 | -58.67% | Q1 2026 | Apr 29, 2026 |
| Jackson Creek Investment Advisors LLC | History | Added to | 13,824 | 573 | 0.17% | 0.12% | 216 | +3,234 | 30.54% | Q1 2026 | May 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 13,581 | 562 | 0.0% | 0.0% | 217 | +5,814 | 74.86% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 13,573 | 562 | 0.0% | 0.0% | 218 | +5,633 | 70.94% | Q1 2026 | May 14, 2026 |
| ADVISORTRUST PARTNERS, LLC | History | Added to | 13,497 | 559 | 0.23% | 0.16% | 220 | +4,272 | 46.31% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 13,507 | 559 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 13,328 | 552 | 0.33% | 0.3% | 221 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Heritage Wealth Advisors | History | Added to | 13,292 | 550 | 0.02% | 0.02% | 222 | +55 | 0.42% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 13,145 | 544 | 0.0% | 0.01% | 223 | -5,162 | -28.2% | Q1 2026 | May 14, 2026 |
| AVIVA PLC | History | New | 13,011 | 538 | 0.0% | — | 224 | +13,011 | New | Q1 2026 | May 14, 2026 |
| Brown Miller Wealth Management, LLC | History | Added to | 12,775 | 529 | 0.15% | 0.13% | 225 | +125 | 0.99% | Q1 2026 | Apr 23, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 12,628 | 523 | 0.05% | — | 226 | +12,628 | New | Q1 2026 | May 12, 2026 |
| CWA Asset Management Group, LLC | History | No change | 12,619 | 522 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Inspire Investing, LLC | History | Added to | 12,389 | 513 | 0.04% | 0.04% | 228 | +245 | 2.02% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,138 | 502 | 0.01% | 0.0% | 229 | +7,473 | 160.19% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Added to | 12,018 | 497 | 0.11% | 0.06% | 230 | +4,778 | 65.99% | Q1 2026 | Apr 28, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 11,738 | 486 | 0.05% | 0.05% | 231 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 11,469 | 475 | 0.0% | 0.0% | 232 | -209 | -1.79% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 11,444 | 474 | 0.0% | 0.0% | 234 | +1,823 | 18.95% | Q1 2026 | May 11, 2026 |
| AlTi Global, Inc. | History | No change | 11,355 | 474 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COURIER CAPITAL LLC | History | Added to | 11,407 | 472 | 0.03% | 0.01% | 235 | +5,618 | 97.05% | Q1 2026 | Apr 23, 2026 |
| IFP Advisors, Inc | History | Added to | 11,335 | 469 | 0.01% | 0.01% | 236 | +438 | 4.02% | Q1 2026 | Apr 13, 2026 |
| PlanVest Financial, Inc | History | New | 11,033 | 456 | 0.35% | — | 237 | +11,033 | New | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 11,000 | 455 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 10,620 | 439 | 0.0% | 0.0% | 239 | +3,847 | 56.8% | Q1 2026 | May 12, 2026 |
| DGS Capital Management, LLC | History | Added to | 10,506 | 435 | 0.07% | 0.04% | 240 | +4,151 | 65.32% | Q1 2026 | Apr 28, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 9,862 | 432 | 0.05% | 0.03% | 241 | +4,164 | 73.08% | Q1 2026 | Apr 22, 2026 |
| Lynx Investment Advisory | History | Added to | 10,324 | 427 | 0.2% | 0.21% | 242 | +146 | 1.43% | Q1 2026 | Apr 24, 2026 |
| Goldstone Financial Group, LLC | History | Reduced | 10,248 | 424 | 0.05% | 0.06% | 243 | -2,706 | -20.89% | Q1 2026 | Apr 24, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 10,209 | 422 | 0.02% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Centiva Capital, LP | History | New | 10,027 | 415 | 0.0% | — | 245 | +10,027 | New | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 9,866 | 408 | 0.01% | 0.01% | 246 | +650 | 7.05% | Q1 2026 | Apr 20, 2026 |
| RIA Advisory Group LLC | History | New | 9,504 | 393 | 0.09% | — | 247 | +9,504 | New | Q1 2026 | Apr 23, 2026 |
| Janney Capital Management LLC | History | No change | 10,207 | 392 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 9,428 | 390 | 0.01% | 0.01% | 249 | -355 | -3.63% | Q1 2026 | Apr 28, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 9,382 | 388 | 0.01% | 0.01% | 250 | +97 | 1.04% | Q1 2026 | Apr 22, 2026 |
| Riverbend Wealth Management, LLC | History | Added to | 9,275 | 384 | 0.22% | 0.19% | 251 | +1,073 | 13.08% | Q1 2026 | Apr 22, 2026 |
| CITY HOLDING CO | History | No change | 9,258 | 383 | 0.05% | 0.04% | 252 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Braun-Bostich & Associates Inc. | History | Reduced | 9,208 | 381 | 0.24% | 0.22% | 253 | -36 | -0.39% | Q1 2026 | Apr 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 8,938 | 370 | 0.0% | 0.0% | 254 | +2,497 | 38.77% | Q1 2026 | May 14, 2026 |
| Curran Financial Partners, LLC | History | Reduced | 8,841 | 366 | 0.07% | 0.08% | 255 | -2,040 | -18.75% | Q1 2026 | Apr 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 8,602 | 356 | 0.0% | 0.0% | 256 | +872 | 11.28% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 9,258 | 355 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,562 | 354 | 0.0% | 0.0% | 258 | +1,915 | 28.81% | Q1 2026 | Apr 27, 2026 |
| Facet Wealth, Inc. | History | Reduced | 8,445 | 349 | 0.01% | 0.01% | 259 | -182 | -2.11% | Q1 2026 | May 07, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 8,362 | 346 | 0.07% | 0.07% | 260 | -403 | -4.6% | Q1 2026 | Jun 01, 2026 |
| High Point Wealth Management, LLC | History | Added to | 8,299 | 343 | 0.33% | 0.3% | 261 | +81 | 0.99% | Q1 2026 | Apr 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,095 | 335 | 0.0% | 0.0% | 262 | -17 | -0.21% | Q1 2026 | May 07, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | No change | 8,000 | 331 | 0.04% | 0.04% | 263 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CIBC Bancorp USA Inc. | History | New | 7,881 | 326 | 0.0% | — | 264 | +7,881 | New | Q1 2026 | May 12, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 7,718 | 319 | 0.0% | 0.0% | 265 | -100 | -1.28% | Q1 2026 | May 11, 2026 |
| DnB Asset Management AS | History | New | 7,549 | 312 | 0.0% | — | 266 | +7,549 | New | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 7,494 | 310 | 0.01% | 0.01% | 267 | -1,145 | -13.25% | Q1 2026 | Apr 24, 2026 |
| Vise Technologies, Inc. | History | No change | 8,093 | 310 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 7,316 | 303 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 7,156 | 296 | 0.0% | 0.0% | 270 | +142 | 2.02% | Q1 2026 | Apr 20, 2026 |
| TSG Advice Partners, LLC | History | New | 7,012 | 290 | 0.04% | — | 271 | +7,012 | New | Q1 2026 | Apr 24, 2026 |
| Teton Advisors, LLC | History | No change | 7,000 | 289 | 0.2% | 0.19% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,782 | 280 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 6,780 | 280 | 0.07% | 0.06% | 274 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | No change | 6,715 | 278 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 6,678 | 276 | 0.0% | 0.0% | 276 | -8,783 | -56.81% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Reduced | 6,561 | 271 | 0.0% | 0.01% | 277 | -4,271 | -39.43% | Q1 2026 | Apr 14, 2026 |
| Accordant Advisory Group Inc | History | No change | 6,500 | 269 | 0.17% | 0.17% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 6,473 | 268 | 0.0% | — | 279 | +6,473 | New | Q1 2026 | May 15, 2026 |
| Mutual Advisors, LLC | History | Reduced | 6,361 | 263 | 0.01% | 0.01% | 280 | -684 | -9.71% | Q1 2026 | May 01, 2026 |
| GTS SECURITIES LLC | History | New | 6,325 | 261 | 0.01% | — | 281 | +6,325 | New | Q1 2026 | May 14, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Reduced | 6,277 | 259 | 0.01% | 0.03% | 282 | -7,541 | -54.57% | Q1 2026 | May 04, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 6,257 | 259 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| GeoWealth Management, LLC | History | New | 6,227 | 257 | 0.01% | — | 284 | +6,227 | New | Q1 2026 | May 13, 2026 |
| Z3 Capital Partners, LLC | History | No change | 6,187 | 256 | 0.06% | 0.06% | 285 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AE Wealth Management LLC | History | Added to | 6,129 | 253 | 0.0% | 0.0% | 286 | +781 | 14.6% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | No change | 6,020 | 252 | 0.02% | 0.02% | 287 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 6,065 | 251 | 0.01% | 0.02% | 288 | -7,120 | -54.0% | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 6,058 | 250 | 0.0% | — | 289 | +6,058 | New | Q1 2026 | May 04, 2026 |
| CHOREO, LLC | History | New | 5,930 | 247 | 0.0% | — | 290 | +5,930 | New | Q1 2026 | May 12, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 5,942 | 246 | 0.0% | 0.0% | 291 | -6,455 | -52.07% | Q1 2026 | May 13, 2026 |
| Scientech Research LLC | History | New | 5,841 | 241 | 0.2% | — | 293 | +5,841 | New | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | Reduced | 5,835 | 241 | 0.24% | 0.23% | 292 | -53 | -0.9% | Q1 2026 | May 15, 2026 |
| PEOPLES BANK /OH | History | No change | 5,735 | 237 | 0.15% | 0.14% | 294 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 5,631 | 233 | 0.06% | — | 295 | +5,631 | New | Q1 2026 | May 13, 2026 |
| Marathon Strategic Advisors, LLC | History | No change | 5,565 | 230 | 0.17% | 0.16% | 296 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Reduced | 5,481 | 227 | 0.09% | 0.09% | 297 | -235 | -4.11% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 5,447 | 225 | 0.0% | 0.0% | 298 | -12,628 | -69.86% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 5,449 | 225 | 0.0% | — | 299 | +5,449 | New | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | New | 5,336 | 221 | 0.0% | — | 301 | +5,336 | New | Q1 2026 | May 14, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | No change | 5,353 | 221 | 0.04% | 0.04% | 300 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Summit Financial, LLC | History | Reduced | 5,193 | 217 | 0.0% | 0.01% | 303 | -8,919 | -63.2% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 5,244 | 217 | 0.01% | — | 304 | +5,244 | New | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 5,261 | 217 | 0.0% | 0.0% | 302 | +121 | 2.35% | Q1 2026 | May 14, 2026 |
| Hoxton Planning & Management, LLC | History | New | 5,198 | 215 | 0.06% | — | 306 | +5,198 | New | Q1 2026 | Apr 20, 2026 |
| KBC Group NV | History | Added to | 5,180 | 215 | 0.0% | 0.0% | 305 | +946 | 22.34% | Q1 2026 | May 07, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 5,144 | 213 | 0.06% | 0.6% | 307 | -87,057 | -94.42% | Q1 2026 | May 14, 2026 |
| Vectors Research Management, LLC | History | New | 5,118 | 211 | 0.06% | — | 308 | +5,118 | New | Q1 2026 | May 05, 2026 |
| MQS Management LLC | History | New | 5,094 | 210 | 0.14% | — | 309 | +5,094 | New | Q1 2026 | Apr 23, 2026 |
| Legacy Wealth Asset Management, LLC | History | New | 5,012 | 207 | 0.05% | — | 310 | +5,012 | New | Q1 2026 | Apr 08, 2026 |
| Cannon Financial Strategists, Inc. | History | New | 5,000 | 207 | 0.03% | — | 311 | +5,000 | New | Q1 2026 | May 12, 2026 |
| Appalachian Capital Management Ltd | History | New | 5,000 | 207 | 0.17% | — | 312 | +5,000 | New | Q1 2026 | Apr 27, 2026 |
| Savant Capital, LLC | History | New | 4,918 | 203 | 0.0% | — | 314 | +4,918 | New | Q1 2026 | May 04, 2026 |
| Cassaday & Co Wealth Management LLC | History | Reduced | 4,924 | 203 | 0.0% | 0.0% | 313 | -1,022 | -17.19% | Q1 2026 | May 07, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 4,844 | 200 | 0.0% | — | 315 | +4,844 | New | Q1 2026 | May 15, 2026 |
| Granite FO LLC | History | No change | 4,619 | 191 | 0.11% | 0.09% | 316 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 4,249 | 175 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EVERMAY WEALTH MANAGEMENT LLC | History | No change | 4,159 | 173 | 0.02% | 0.02% | 318 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EASTERN BANK | History | Reduced | 3,902 | 161 | 0.0% | 0.0% | 319 | -872 | -18.27% | Q1 2026 | Apr 07, 2026 |
| Trask Adam Roland | History | New | 3,544 | 146 | 0.14% | — | 321 | +3,544 | New | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 3,520 | 146 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,426 | 141 | 0.0% | 0.0% | 322 | -12 | -0.35% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,336 | 138 | 0.0% | 0.0% | 323 | +1,164 | 53.59% | Q1 2026 | May 01, 2026 |
| Bayforest Capital Ltd | History | Reduced | 3,189 | 132 | 0.15% | 0.17% | 325 | -2,811 | -46.85% | Q1 2026 | Apr 15, 2026 |
| Hilltop National Bank | History | No change | 3,192 | 132 | 0.03% | 0.03% | 324 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| GAMMA Investing LLC | History | Added to | 3,177 | 131 | 0.01% | 0.01% | 326 | +353 | 12.5% | Q1 2026 | Apr 06, 2026 |
| AlphaQuest LLC | History | No change | 3,299 | 126 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 2,869 | 118 | 0.0% | 0.0% | 328 | +500 | 21.11% | Q1 2026 | Apr 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,449 | 102 | 0.0% | 0.0% | 329 | -16 | -0.65% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,195 | 90 | 0.0% | 0.0% | 330 | +959 | 77.59% | Q1 2026 | May 07, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 1,900 | 78 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Key FInancial Inc | History | No change | 1,830 | 75 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,795 | 74 | 0.0% | 0.0% | 333 | -295 | -14.11% | Q1 2026 | May 08, 2026 |
| Hughes Financial Services, LLC | History | No change | 1,737 | 71 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,841 | 70 | 0.0% | 0.0% | 335 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,679 | 69 | 0.0% | 0.0% | 336 | +187 | 12.53% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,658 | 68 | 0.0% | 0.0% | 337 | -14 | -0.84% | Q1 2026 | May 11, 2026 |
| FNY Investment Advisers, LLC | History | No change | 1,600 | 66 | 0.03% | 0.02% | 338 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 1,518 | 62 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Canton Hathaway, LLC | History | No change | 1,501 | 62 | 0.01% | 0.01% | 340 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,480 | 61 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 1,385 | 57 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,290 | 53 | 0.0% | 0.0% | 343 | -29 | -2.2% | Q1 2026 | Apr 20, 2026 |
| SHP Wealth Management | History | Reduced | 1,041 | 43 | 0.0% | 0.01% | 344 | -898 | -46.31% | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Reduced | 1,044 | 43 | 0.03% | 0.04% | 345 | -854 | -44.99% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,006 | 41 | 0.0% | 0.0% | 346 | -53 | -5.0% | Q1 2026 | Apr 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 951 | 39 | 0.0% | 0.0% | 347 | +463 | 94.88% | Q1 2026 | Apr 28, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 954 | 39 | 0.0% | 0.0% | 348 | +98 | 11.45% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 857 | 35 | 0.0% | 0.0% | 349 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 827 | 34 | 0.01% | 0.0% | 350 | +414 | 100.24% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 786 | 32 | 0.0% | 0.0% | 352 | +308 | 64.44% | Q1 2026 | Apr 24, 2026 |
| Bogart Wealth, LLC | History | Added to | 776 | 32 | 0.0% | 0.0% | 351 | +13 | 1.7% | Q1 2026 | Apr 28, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 731 | 30 | 0.02% | 0.02% | 353 | -115 | -13.59% | Q1 2026 | May 04, 2026 |
| Ares Financial Consulting, LLC | History | Added to | 700 | 29 | 0.02% | 0.0% | 355 | +603 | 621.65% | Q1 2026 | Apr 02, 2026 |
| Allworth Financial LP | History | Added to | 701 | 29 | 0.0% | 0.0% | 354 | +427 | 155.84% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 684 | 28 | 0.0% | 0.0% | 356 | +404 | 144.29% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 628 | 27 | 0.0% | 0.0% | 357 | +207 | 49.17% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 662 | 27 | 0.0% | 0.0% | 358 | -19 | -2.79% | Q1 2026 | Apr 27, 2026 |
| Anchor Investment Management, LLC | History | No change | 542 | 22 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 501 | 20 | 0.0% | — | 360 | +501 | New | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | Added to | 456 | 18 | 0.0% | 0.0% | 363 | +270 | 145.16% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 451 | 18 | 0.0% | 0.0% | 362 | -132 | -22.64% | Q1 2026 | May 11, 2026 |
| Manchester Capital Management LLC | History | Reduced | 449 | 18 | 0.0% | 0.0% | 361 | -4 | -0.88% | Q1 2026 | May 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | Reduced | 439 | 17 | 0.0% | 0.0% | 364 | -227 | -34.08% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 401 | 16 | 0.0% | 0.0% | 366 | +13 | 3.35% | Q1 2026 | May 15, 2026 |
| BURKETT FINANCIAL SERVICES, LLC | History | Added to | 409 | 16 | 0.01% | 0.01% | 365 | +4 | 0.99% | Q1 2026 | Apr 01, 2026 |
| Versant Capital Management, Inc | History | Added to | 376 | 15 | 0.0% | 0.0% | 367 | +52 | 16.05% | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | Added to | 341 | 14 | 0.0% | 0.0% | 368 | +245 | 255.21% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Added to | 360 | 14 | 0.0% | 0.0% | 370 | +5 | 1.41% | Q1 2026 | May 21, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 346 | 14 | 0.0% | 0.0% | 369 | +3 | 0.87% | Q1 2026 | Apr 30, 2026 |
| Tacita Capital Inc | History | New | 321 | 13 | 0.01% | — | 371 | +321 | New | Q1 2026 | May 07, 2026 |
| DANSKE BANK A/S | History | Reduced | 300 | 12 | 0.0% | 0.0% | 372 | -3,300 | -91.67% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 312 | 12 | 0.0% | — | 373 | +312 | New | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 302 | 11 | 0.0% | 0.0% | 374 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MATHER GROUP, LLC. | History | New | 261 | 10 | 0.0% | — | 379 | +261 | New | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Added to | 262 | 10 | 0.0% | 0.0% | 376 | +27 | 11.49% | Q1 2026 | May 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 250 | 10 | 0.0% | 0.0% | 377 | +4 | 1.63% | Q1 2026 | Jun 02, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 252 | 10 | 0.01% | 0.01% | 378 | +2 | 0.8% | Q1 2026 | Apr 20, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 252 | 10 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 200 | 8 | 0.0% | 0.0% | 382 | -41 | -17.01% | Q1 2026 | Apr 23, 2026 |
| Farmers & Merchants Trust Co of Chambersburg PA | History | No change | 186 | 8 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Clearstead Trust, LLC | History | No change | 217 | 8 | 0.0% | 0.0% | 381 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Tripletail Wealth Management, LLC | History | No change | 200 | 8 | 0.01% | 0.01% | 383 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CVA Family Office, LLC | History | New | 179 | 7 | 0.0% | — | 385 | +179 | New | Q1 2026 | Apr 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 179 | 7 | 0.0% | — | 386 | +179 | New | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Added to | 182 | 7 | 0.0% | — | 384 | +156 | 600.0% | Q1 2026 | Apr 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 160 | 6 | 0.0% | 0.0% | 387 | -110 | -40.74% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 178 | 6 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CENTRAL TRUST Co | History | No change | 139 | 5 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 121 | 5 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 122 | 5 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 131 | 5 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 124 | 5 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fortitude Family Office, LLC | History | Added to | 105 | 4 | 0.0% | 0.0% | 398 | +59 | 128.26% | Q1 2026 | Apr 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 102 | 4 | 0.0% | 0.0% | 400 | +10 | 10.87% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 117 | 4 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Colonial Trust Advisors | History | No change | 100 | 4 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | No change | 102 | 4 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | No change | 108 | 4 | 0.0% | 0.0% | 397 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 105 | 4 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 86 | 3 | 0.0% | — | 404 | +86 | New | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 93 | 3 | 0.0% | 0.0% | 401 | -33 | -26.19% | Q1 2026 | Apr 20, 2026 |
| Kilter Group LLC | History | Added to | 79 | 3 | 0.0% | 0.0% | 403 | +12 | 17.91% | Q1 2026 | May 14, 2026 |
| Bell Investment Advisors, Inc | History | No change | 81 | 3 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TD Capital Management LLC | History | New | 57 | 2 | 0.0% | — | 409 | +57 | New | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | Added to | 68 | 2 | 0.0% | 0.0% | 405 | +30 | 78.95% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 57 | 2 | 0.0% | 0.0% | 408 | +22 | 62.86% | Q1 2026 | May 08, 2026 |
| Holos Integrated Wealth LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 406 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Miller Global Investments, LLC | History | No change | 51 | 2 | 0.0% | 0.0% | 407 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 35 | 1 | 0.0% | 0.0% | 410 | -423 | -92.36% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Added to | 27 | 1 | 0.0% | — | 414 | +24 | 800.0% | Q1 2026 | May 06, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 38 | 1 | 0.0% | — | 416 | +23 | 153.33% | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Reduced | 38 | 1 | 0.0% | 0.0% | 413 | -21 | -35.59% | Q1 2026 | Apr 15, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 25 | 1 | 0.0% | 0.0% | 417 | -17 | -40.48% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 27 | 1 | 0.0% | — | 411 | +13 | 92.86% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 28 | 1 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 25 | 1 | 0.0% | — | 415 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -83,567 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.14% | — | -81,408 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -71,521 | -100.0% | Q1 2026 | May 15, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -58,898 | -100.0% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -48,223 | -100.0% | Q1 2026 | Apr 22, 2026 |
| BW Gestao de Investimentos Ltda. | History | Closed out | 0 | 0 | — | 0.03% | — | -40,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,403 | -100.0% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -33,120 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -19,798 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,510 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,580 | -100.0% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -14,392 | -100.0% | Q1 2026 | May 13, 2026 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,313 | -100.0% | Q1 2026 | May 08, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,634 | -100.0% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,100 | -100.0% | Q1 2026 | May 14, 2026 |
| NorthCrest Asset Manangement, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -9,820 | -100.0% | Q1 2026 | Apr 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,873 | -100.0% | Q1 2026 | May 13, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,350 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,248 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,958 | -100.0% | Q1 2026 | May 15, 2026 |
| Sivia Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,044 | -100.0% | Q1 2026 | May 12, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,557 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -3,362 | -100.0% | Q1 2026 | May 11, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -3,010 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -227 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -91 | -100.0% | Q1 2026 | May 06, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 16 | 0 | — | — | — | +5 | 45.45% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 24 | 0 | — | — | — | +5 | 26.32% | Q1 2026 | Apr 23, 2026 |
| CURIO WEALTH, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 11, 2026 |
| CoreCap Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 17, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 11 | 0 | — | — | — | +2 | 22.22% | Q1 2026 | May 01, 2026 |
| Avion Wealth | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dogwood Wealth Management LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |