Urban Edge Properties - UE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 23,041,901 | 460,377 | 0.01% | 0.01% | 1 | -1,048,324 | -4.35% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 20,412,749 | 391,720 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 18,893,398 | 377,490 | 0.02% | 0.02% | 3 | +1,579,900 | 9.13% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 14,147,537 | 282,667 | 0.01% | — | 4 | +14,147,537 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 7,153,130 | 142,919 | 0.0% | 0.0% | 5 | -36,314 | -0.51% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,682,244 | 113,531 | 0.0% | — | 6 | +5,682,244 | New | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 4,585,256 | 91,613 | 0.06% | 0.03% | 7 | +1,923,202 | 72.25% | Q1 2026 | May 06, 2026 |
| Resolution Capital Ltd | History | Added to | 3,940,938 | 78,739 | 1.66% | 0.96% | 8 | +1,677,531 | 74.12% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 3,545,009 | 70,829 | 0.52% | 0.6% | 9 | -268,872 | -7.05% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,383,103 | 67,606 | 0.0% | 0.0% | 10 | +99,005 | 3.01% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,720,768 | 54,360 | 0.01% | 0.02% | 11 | -1,885,528 | -40.93% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,571,387 | 51,376 | 0.01% | 0.01% | 12 | +57,182 | 2.27% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 2,177,738 | 43,511 | 0.01% | 0.01% | 13 | -253,686 | -10.43% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 1,946,173 | 38,884 | 0.01% | 0.0% | 14 | +988,687 | 103.26% | Q1 2026 | Apr 30, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,867,307 | 37,309 | 0.01% | 0.01% | 15 | +40,485 | 2.22% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,691,209 | 33,790 | 0.0% | 0.0% | 16 | +25,529 | 1.53% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,360,214 | 27,177 | 0.01% | 0.01% | 17 | +214,605 | 18.73% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,317,841 | 26,330 | 0.0% | 0.0% | 18 | +1,003,744 | 319.56% | Q1 2026 | May 05, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,290,977 | 25,793 | 0.01% | 0.01% | 19 | +63,512 | 5.17% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,252,067 | 25,016 | 0.0% | 0.0% | 20 | +69,244 | 5.85% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 1,215,430 | 24,284 | 0.0% | 0.0% | 21 | -76,149 | -5.9% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,145,104 | 22,879 | 0.0% | 0.01% | 22 | -1,075,766 | -48.44% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,049,337 | 20,965 | 0.03% | 0.02% | 23 | +170,862 | 19.45% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 814,103 | 16,265 | 0.0% | — | 24 | +814,103 | New | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 810,854 | 16,200 | 0.0% | 0.0% | 25 | -63,390 | -7.25% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 672,829 | 13,443 | 0.0% | 0.0% | 26 | +7,009 | 1.05% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 633,243 | 12,652 | 0.0% | 0.0% | 27 | -23,251 | -3.54% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 622,354 | 12,434 | 0.01% | 0.01% | 28 | +418,754 | 205.67% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 612,211 | 12,231 | 0.01% | 0.01% | 29 | +12,323 | 2.05% | Q1 2026 | May 04, 2026 |
| Alyeska Investment Group, L.P. | History | New | 562,016 | 11,229 | 0.03% | — | 30 | +562,016 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 522,246 | 10,434 | 0.0% | 0.0% | 31 | -2,909 | -0.55% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 509,193 | 10,209 | 0.0% | 0.0% | 32 | +51,384 | 11.22% | Q1 2026 | May 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 505,723 | 10,104 | 0.04% | 0.02% | 33 | +212,960 | 72.74% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 501,655 | 10,023 | 0.0% | 0.0% | 34 | +116,045 | 30.09% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 478,000 | 9,550 | 0.01% | 0.01% | 35 | +290,727 | 155.24% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 450,597 | 9,002 | 0.03% | 0.03% | 36 | +14,576 | 3.34% | Q1 2026 | May 13, 2026 |
| Bayhunt Capital LLC | History | Reduced | 443,892 | 8,518 | 8.07% | 5.76% | 37 | -99,603 | -18.33% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 371,248 | 7,417 | 0.0% | 0.0% | 38 | +91,133 | 32.53% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 366,188 | 7,316 | 0.01% | 0.01% | 39 | +2,723 | 0.75% | Q1 2026 | May 12, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 346,095 | 6,915 | 0.1% | 0.14% | 40 | -135,085 | -28.07% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 322,669 | 6,455 | 0.01% | 0.01% | 41 | -7,064 | -2.14% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 314,301 | 6,279 | 0.01% | 0.0% | 42 | +111,641 | 55.09% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 280,571 | 5,605 | 0.02% | 0.02% | 43 | -33,736 | -10.73% | Q1 2026 | May 14, 2026 |
| BROOKFIELD Corp /ON/ | History | Reduced | 276,169 | 5,517 | 0.01% | 0.01% | 44 | -14,445 | -4.97% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 268,575 | 5,366 | 0.01% | 0.01% | 45 | +12,180 | 4.75% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 248,009 | 4,955 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 232,295 | 4,641 | 0.0% | 0.0% | 47 | -9,786 | -4.04% | Q1 2026 | Apr 30, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 225,438 | 4,504 | 0.0% | 0.0% | 48 | -11,866 | -5.0% | Q1 2026 | May 15, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | New | 221,395 | 4,423 | 0.32% | — | 49 | +221,395 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 198,156 | 3,959 | 0.0% | — | 50 | +198,156 | New | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 195,300 | 3,902 | 0.01% | 0.01% | 51 | +7,700 | 4.1% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Added to | 194,016 | 3,876 | 0.0% | 0.0% | 52 | +163,421 | 534.14% | Q1 2026 | Apr 16, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 181,718 | 3,631 | 0.01% | 0.01% | 53 | +7,996 | 4.6% | Q1 2026 | Apr 27, 2026 |
| ExodusPoint Capital Management, LP | History | New | 175,190 | 3,500 | 0.03% | — | 54 | +175,190 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 174,764 | 3,491 | 0.0% | 0.0% | 55 | +20,165 | 13.04% | Q1 2026 | May 11, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 173,571 | 3,467 | 0.01% | 0.01% | 56 | +486 | 0.28% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 172,427 | 3,445 | 0.0% | 0.0% | 57 | +9,673 | 5.94% | Q1 2026 | May 06, 2026 |
| STRS OHIO | History | Added to | 169,300 | 3,382 | 0.01% | 0.01% | 58 | +67,200 | 65.82% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 163,781 | 3,272 | 0.01% | 0.0% | 59 | +97,978 | 148.9% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 150,944 | 3,016 | 0.0% | 0.0% | 60 | +22,923 | 17.91% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 156,474 | 3,002 | 0.0% | 0.0% | 61 | +5,388 | 3.57% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 148,595 | 2,968 | 0.0% | 0.0% | 62 | +28,067 | 23.29% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Added to | 139,814 | 2,793 | 0.0% | 0.0% | 63 | +3,417 | 2.51% | Q1 2026 | Apr 30, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 137,838 | 2,754 | 0.04% | 0.04% | 64 | -5,450 | -3.8% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 133,463 | 2,666 | 0.0% | — | 65 | +133,463 | New | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 132,269 | 2,642 | 0.03% | 0.03% | 66 | -1,588 | -1.19% | Q1 2026 | Apr 20, 2026 |
| Squarepoint Ops LLC | History | Added to | 127,851 | 2,554 | 0.0% | 0.0% | 67 | +68,874 | 116.78% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 118,190 | 2,361 | 0.01% | 0.0% | 68 | +8,221 | 7.48% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 115,588 | 2,309 | 0.01% | — | 69 | +115,588 | New | Q1 2026 | May 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 113,643 | 2,270 | 0.0% | 0.01% | 70 | -56,181 | -33.08% | Q1 2026 | May 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | New | 111,157 | 2,220 | 0.06% | — | 71 | +111,157 | New | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 109,065 | 2,179 | 0.01% | 0.01% | 72 | -25,906 | -19.19% | Q1 2026 | May 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 108,343 | 2,165 | 0.02% | 0.02% | 73 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Amundi | History | Added to | 107,268 | 2,143 | 0.0% | 0.0% | 74 | +20,962 | 24.29% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 102,125 | 2,040 | 0.0% | 0.0% | 75 | +4,919 | 5.06% | Q1 2026 | May 12, 2026 |
| Corient Private Wealth LLC | History | New | 96,772 | 1,933 | 0.0% | — | 76 | +96,772 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 88,400 | 1,766 | 0.01% | 0.01% | 77 | +15,936 | 21.99% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 84,073 | 1,680 | 0.0% | 0.0% | 78 | -2,405 | -2.78% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 83,979 | 1,677 | 0.0% | 0.0% | 79 | +25,033 | 42.47% | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 81,168 | 1,621 | 0.0% | 0.0% | 80 | +8,650 | 11.93% | Q1 2026 | May 15, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 76,632 | 1,531 | 0.01% | 0.01% | 81 | -7,535 | -8.95% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 73,280 | 1,464 | 0.01% | 0.01% | 82 | -3,566 | -4.64% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 71,783 | 1,434 | 0.0% | 0.0% | 83 | -948 | -1.3% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 65,900 | 1,316 | 0.01% | 0.0% | 84 | +33,151 | 101.23% | Q1 2026 | May 07, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 65,684 | 1,312 | 0.02% | 0.02% | 85 | -2,590 | -3.79% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 64,313 | 1,284 | 0.0% | 0.0% | 86 | -94,802 | -59.58% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 59,692 | 1,192 | 0.0% | 0.0% | 87 | +554 | 0.94% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 59,341 | 1,185 | 0.0% | 0.0% | 88 | -187,412 | -75.95% | Q1 2026 | May 14, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 55,772 | 1,117 | 0.01% | 0.0% | 89 | +3,302 | 6.29% | Q1 2026 | Apr 29, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 55,900 | 1,116 | 0.02% | 0.02% | 90 | -1,800 | -3.12% | Q1 2026 | Apr 20, 2026 |
| Vert Asset Management LLC | History | Added to | 55,782 | 1,114 | 0.35% | 0.34% | 91 | +2,308 | 4.32% | Q1 2026 | Apr 16, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 55,327 | 1,105 | 0.0% | 0.0% | 92 | +97 | 0.18% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 53,609 | 1,071 | 0.0% | 0.0% | 93 | +42,872 | 399.29% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 53,446 | 1,067 | 0.0% | 0.01% | 94 | -964,161 | -94.75% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 53,249 | 1,064 | 0.0% | 0.0% | 95 | +1,133 | 2.17% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 53,000 | 1,017 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 50,674 | 1,012 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vanguard Global Advisers, LLC | History | New | 50,320 | 1,005 | 0.0% | — | 98 | +50,320 | New | Q1 2026 | May 08, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 49,647 | 991 | 0.0% | 0.0% | 99 | +1,604 | 3.34% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 47,500 | 952 | 0.17% | — | 100 | +47,500 | New | Q1 2026 | May 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 46,937 | 937 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 46,760 | 934 | 0.0% | 0.0% | 102 | +2,182 | 4.89% | Q1 2026 | May 12, 2026 |
| Summit Global Investments | History | Added to | 44,332 | 886 | 0.05% | 0.01% | 103 | +32,921 | 288.5% | Q1 2026 | May 07, 2026 |
| Aberdeen Group plc | History | Reduced | 44,330 | 885 | 0.0% | 0.0% | 104 | -1,193 | -2.62% | Q1 2026 | Apr 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 43,790 | 875 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cerity Partners LLC | History | Reduced | 42,815 | 855 | 0.0% | 0.0% | 106 | -2,655 | -5.84% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 42,470 | 848 | 0.0% | 0.0% | 107 | -200 | -0.47% | Q1 2026 | May 06, 2026 |
| Qube Research & Technologies Ltd | History | New | 40,828 | 815 | 0.0% | — | 108 | +40,828 | New | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 39,976 | 800 | 0.0% | 0.0% | 109 | -17,917 | -30.95% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 40,006 | 799 | 0.02% | 0.04% | 110 | +386 | 0.97% | Q1 2026 | Apr 29, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 40,720 | 781 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 38,461 | 768 | 0.0% | 0.0% | 112 | +6,702 | 21.1% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 38,210 | 763 | 0.01% | 0.01% | 113 | -31,529 | -45.21% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 36,303 | 725 | 0.01% | 0.01% | 114 | -292 | -0.8% | Q1 2026 | May 08, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 35,863 | 717 | 0.0% | 0.0% | 115 | +1,857 | 5.46% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 34,952 | 698 | 0.0% | 0.0% | 116 | -46,105 | -56.88% | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | New | 34,736 | 694 | 0.01% | — | 117 | +34,736 | New | Q1 2026 | Apr 16, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 34,674 | 692 | 0.0% | — | 118 | +34,674 | New | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | New | 34,634 | 691 | 0.01% | — | 119 | +34,634 | New | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 34,569 | 690 | 0.0% | 0.0% | 120 | -398 | -1.14% | Q1 2026 | May 01, 2026 |
| XTX Topco Ltd | History | New | 33,775 | 674 | 0.01% | — | 122 | +33,775 | New | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 33,751 | 674 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 33,639 | 672 | 0.01% | 0.01% | 123 | -415 | -1.22% | Q1 2026 | Apr 24, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 33,344 | 666 | 0.06% | — | 124 | +33,344 | New | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Added to | 33,003 | 659 | 0.02% | 0.01% | 125 | +3,229 | 10.85% | Q1 2026 | May 07, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | Added to | 32,873 | 656 | 0.01% | 0.0% | 126 | +7,251 | 28.3% | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 32,803 | 655 | 0.0% | — | 128 | +32,803 | New | Q1 2026 | May 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 32,811 | 655 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 31,862 | 636 | 0.0% | 0.0% | 129 | -106,870 | -77.03% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | New | 31,336 | 626 | 0.01% | — | 130 | +31,336 | New | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 28,784 | 575 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mariner, LLC | History | Added to | 27,850 | 556 | 0.0% | 0.0% | 132 | +7,970 | 40.09% | Q1 2026 | May 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 26,852 | 548 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 27,400 | 547 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 26,600 | 531 | 0.0% | 0.0% | 135 | +900 | 3.5% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 24,900 | 497 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | Added to | 24,779 | 495 | 0.01% | 0.0% | 137 | +20,236 | 445.43% | Q1 2026 | May 12, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 24,629 | 492 | 0.0% | 0.0% | 138 | +3,232 | 15.1% | Q1 2026 | Apr 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 22,727 | 454 | 0.0% | 0.0% | 139 | -3,340 | -12.81% | Q1 2026 | Apr 30, 2026 |
| Pictet Asset Management Holding SA | History | No change | 22,629 | 452 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 22,319 | 445 | 0.0% | 0.0% | 141 | -565 | -2.47% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 21,645 | 440 | 0.0% | 0.0% | 142 | -45,368 | -67.7% | Q1 2026 | Apr 08, 2026 |
| May Hill Capital, LLC | History | Reduced | 21,504 | 429 | 0.11% | 0.12% | 143 | -1,492 | -6.49% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 21,388 | 427 | 0.0% | 0.0% | 144 | +5,357 | 33.42% | Q1 2026 | May 14, 2026 |
| IFM Investors Pty Ltd | History | Added to | 20,651 | 412 | 0.0% | 0.0% | 145 | +249 | 1.22% | Q1 2026 | Apr 23, 2026 |
| ALTFEST L J & CO INC | History | No change | 20,598 | 411 | 0.04% | 0.04% | 146 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 20,526 | 410 | 0.0% | 0.0% | 147 | +767 | 3.88% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 19,792 | 395 | 0.0% | 0.0% | 148 | -4,936 | -19.96% | Q1 2026 | Apr 24, 2026 |
| Maryland State Retirement & Pension System | History | No change | 18,419 | 368 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TWINBEECH CAPITAL LP | History | New | 18,086 | 361 | 0.04% | — | 150 | +18,086 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 18,056 | 360 | 0.0% | — | 151 | +18,056 | New | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 17,887 | 357 | 0.0% | 0.0% | 152 | -100,919 | -84.94% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 17,701 | 353 | 0.0% | 0.0% | 153 | +721 | 4.25% | Q1 2026 | May 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 17,493 | 349 | 0.0% | — | 154 | +17,493 | New | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Reduced | 16,584 | 331 | 0.0% | 0.0% | 155 | -717 | -4.14% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 16,542 | 329 | 0.0% | 0.0% | 156 | +1,743 | 11.78% | Q1 2026 | May 05, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 16,315 | 325 | 0.0% | 0.0% | 157 | +2,346 | 16.79% | Q1 2026 | May 14, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 15,649 | 312 | 0.04% | 0.03% | 158 | +22 | 0.14% | Q1 2026 | Apr 24, 2026 |
| M&T BANK CORP | History | Reduced | 15,382 | 307 | 0.0% | 0.0% | 159 | -51 | -0.33% | Q1 2026 | May 12, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 15,136 | 302 | 0.0% | 0.0% | 160 | +4,972 | 48.92% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 14,961 | 298 | 0.0% | 0.0% | 161 | +151 | 1.02% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 14,414 | 287 | 0.0% | 0.0% | 162 | +30 | 0.21% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 14,294 | 285 | 0.0% | 0.0% | 163 | +3,617 | 33.88% | Q1 2026 | May 15, 2026 |
| PARTNERS CAPITAL INVESTMENT GROUP, LLP | History | No change | 13,147 | 262 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 13,073 | 261 | 0.01% | 0.01% | 165 | -263 | -1.97% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 13,031 | 260 | 0.0% | 0.0% | 166 | -1,343 | -9.34% | Q1 2026 | May 01, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 12,700 | 253 | 0.0% | 0.0% | 167 | +425 | 3.46% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 12,482 | 249 | 0.0% | — | 169 | +12,482 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 13,015 | 249 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| XPONANCE LLC | History | Added to | 12,101 | 241 | 0.0% | 0.0% | 170 | +2,039 | 20.26% | Q1 2026 | May 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Reduced | 11,934 | 238 | 0.01% | 0.01% | 171 | -1,107 | -8.49% | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | Added to | 11,678 | 233 | 0.0% | 0.0% | 172 | +311 | 2.74% | Q1 2026 | May 14, 2026 |
| CANTOR FITZGERALD, L. P. | History | New | 11,654 | 232 | 0.0% | — | 173 | +11,654 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 10,733 | 214 | 0.0% | 0.0% | 174 | +2,924 | 37.44% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,634 | 212 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,936 | 198 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 9,303 | 185 | 0.05% | 0.04% | 177 | +821 | 9.68% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 8,836 | 176 | 0.0% | 0.0% | 178 | +2,533 | 40.19% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 7,357 | 146 | 0.0% | 0.0% | 179 | -1,113 | -13.14% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 6,780 | 135 | 0.01% | 0.01% | 180 | +586 | 9.46% | Q1 2026 | Apr 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 4,798 | 95 | 0.0% | 0.0% | 181 | +184 | 3.99% | Q1 2026 | May 14, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 4,619 | 92 | 0.0% | 0.01% | 182 | -88,821 | -95.06% | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 4,311 | 86 | 0.01% | 0.01% | 183 | +147 | 3.53% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,217 | 84 | 0.0% | 0.0% | 184 | -3,134 | -42.63% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | No change | 4,246 | 84 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FIL Ltd | History | Reduced | 3,986 | 79 | 0.0% | 0.0% | 186 | -798 | -16.68% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 3,736 | 75 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| State of Wyoming | History | New | 3,294 | 65 | 0.01% | — | 188 | +3,294 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 3,126 | 62 | 0.0% | 0.0% | 189 | -255 | -7.54% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Reduced | 2,710 | 54 | 0.0% | 0.0% | 190 | -910 | -25.14% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,636 | 52 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,568 | 51 | 0.0% | 0.0% | 193 | +1,780 | 225.89% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,593 | 51 | 0.0% | 0.0% | 192 | -1,084 | -29.48% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 2,169 | 43 | 0.0% | 0.0% | 194 | +30 | 1.4% | Q1 2026 | May 14, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,903 | 38 | 0.0% | 0.0% | 195 | -181 | -8.69% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 1,523 | 30 | 0.0% | 0.0% | 196 | -380 | -19.97% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,460 | 29 | 0.0% | 0.0% | 197 | +418 | 40.12% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,381 | 27 | 0.0% | — | 198 | +1,341 | 3352.5% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,369 | 26 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,141 | 22 | 0.0% | 0.0% | 200 | +226 | 24.7% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,063 | 21 | 0.0% | 0.0% | 201 | -1 | -0.09% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,044 | 20 | 0.0% | — | 203 | +1,044 | New | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 1,018 | 20 | 0.0% | 0.0% | 202 | -228 | -18.3% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 832 | 17 | 0.0% | 0.0% | 204 | +370 | 80.09% | Q1 2026 | Apr 28, 2026 |
| UMB Bank, n.a. | History | Reduced | 762 | 15 | 0.0% | 0.0% | 205 | -61 | -7.41% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 669 | 13 | 0.0% | 0.0% | 207 | +495 | 284.48% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | Reduced | 679 | 13 | 0.0% | 0.0% | 208 | -11 | -1.59% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 684 | 13 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | No change | 684 | 13 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Sound Income Strategies, LLC | History | Added to | 569 | 11 | 0.0% | 0.0% | 210 | +6 | 1.07% | Q1 2026 | Apr 27, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 608 | 11 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 530 | 10 | 0.0% | 0.0% | 212 | -291 | -35.44% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 515 | 10 | 0.0% | 0.0% | 213 | +84 | 19.49% | Q1 2026 | Jun 02, 2026 |
| Ares Financial Consulting, LLC | History | New | 497 | 9 | 0.01% | — | 214 | +497 | New | Q1 2026 | Apr 02, 2026 |
| ASSETMARK, INC | History | Added to | 426 | 8 | 0.0% | 0.0% | 215 | +299 | 235.43% | Q1 2026 | May 06, 2026 |
| Capital Analysts, LLC | History | No change | 395 | 8 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 305 | 6 | 0.0% | — | 219 | +292 | 2246.15% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 327 | 6 | 0.0% | 0.0% | 217 | +58 | 21.56% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 341 | 6 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 262 | 5 | 0.0% | 0.0% | 221 | -1,037 | -79.83% | Q1 2026 | May 13, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 279 | 5 | 0.0% | — | 220 | +228 | 447.06% | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 216 | 4 | 0.0% | — | 224 | +216 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | Reduced | 205 | 4 | 0.0% | 0.0% | 223 | -21 | -9.29% | Q1 2026 | May 14, 2026 |
| McIlrath & Eck, LLC | History | No change | 221 | 4 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Essential Partners LLC | History | Reduced | 158 | 3 | 0.0% | 0.0% | 225 | -43 | -21.39% | Q1 2026 | May 21, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 109 | 2 | 0.0% | — | 227 | +109 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 102 | 2 | 0.0% | — | 226 | +102 | New | Q1 2026 | May 11, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 70 | 1 | 0.0% | 0.0% | 228 | -10 | -12.5% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Planning Group LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | No change | 85 | 1 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 92 | 1 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| APG Asset Management US Inc. | History | Closed out | 0 | 0 | — | 0.13% | — | -892,720 | -100.0% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -417,997 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -163,113 | -100.0% | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -121,849 | -100.0% | Q1 2026 | May 14, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -54,246 | -100.0% | Q1 2026 | Apr 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -44,319 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -37,701 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -34,233 | -100.0% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -18,900 | -100.0% | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -16,187 | -100.0% | Q1 2026 | May 08, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,063 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,730 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 40 | 0 | — | 0.0% | — | -3,811 | -98.96% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 30 | 0 | — | 0.0% | — | -164 | -84.54% | Q1 2026 | May 15, 2026 |
| West Branch Capital LLC | History | Closed out | 0 | 0 | — | — | — | -47 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 18 | 0 | — | — | — | +8 | 80.0% | Q1 2026 | Apr 21, 2026 |
| GHP Investment Advisors, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 21, 2026 |
| Westside Investment Management, Inc. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 04, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| ALBION FINANCIAL GROUP /UT | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COUNTRY TRUST BANK | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 49 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 23 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| True Wealth Design, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sachetta, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ankerstar Wealth, LLC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Signature Equity Partners, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |