UGI CORP /PA/ - UGI
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 | 25,659,078 | 934,503 | 0.02% | 0.02% | 1 | +233,289 | 0.92% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 22,682,203 | 848,994 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 14,082,427 | 512,881 | 0.03% | 0.03% | 3 | +686,391 | 5.12% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 11,930,765 | 434,518 | 0.02% | — | 4 | +11,930,765 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 9,605,356 | 349,827 | 0.01% | — | 5 | +9,605,356 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 8,427,167 | 307,043 | 0.23% | 0.2% | 6 | +1,093,158 | 14.91% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 6,749,087 | 248,306 | 0.01% | 0.01% | 7 | -2,332,578 | -25.68% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 6,199,039 | 225,769 | 0.49% | 0.47% | 8 | +423,530 | 7.33% | Q1 2026 | May 11, 2026 |
| SNYDER CAPITAL MANAGEMENT L P | History | Reduced | 5,366,697 | 195,455 | 3.79% | 3.84% | 9 | -144,013 | -2.61% | Q1 2026 | May 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 5,342,372 | 194,569 | 0.66% | 0.71% | 10 | -203,866 | -3.68% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,492,133 | 163,639 | 0.01% | 0.01% | 11 | +149,456 | 3.44% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,518,196 | 128,135 | 0.22% | 0.23% | 12 | +326,752 | 10.24% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 3,506,047 | 127,690 | 0.02% | 0.02% | 13 | +89,389 | 2.62% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 3,070,125 | 111,814 | 0.01% | 0.01% | 14 | +301,335 | 10.88% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 2,942,537 | 110,139 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,901,699 | 105,683 | 0.02% | 0.02% | 16 | +35,583 | 1.24% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,876,897 | 104,776 | 0.02% | 0.02% | 17 | +363,596 | 14.47% | Q1 2026 | May 05, 2026 |
| Invesco Ltd. | History | Reduced | 2,740,069 | 99,793 | 0.02% | 0.02% | 18 | -746,263 | -21.41% | Q1 2026 | May 12, 2026 |
| Hamlin Capital Management, LLC | History | Added to | 2,639,989 | 96,148 | 2.32% | 0.53% | 19 | +2,053,049 | 349.79% | Q1 2026 | Apr 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 2,485,146 | 90,509 | 0.22% | 0.2% | 20 | +281,599 | 12.78% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,462,980 | 89,701 | 0.01% | 0.01% | 21 | +54,656 | 2.27% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 1,970,523 | 71,766 | 0.12% | 0.13% | 22 | -116,705 | -5.59% | Q1 2026 | May 11, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 1,887,304 | 68,735 | 0.06% | 0.06% | 23 | +72,551 | 4.0% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,775,356 | 64,658 | 0.01% | 0.01% | 24 | -167,668 | -8.63% | Q1 2026 | May 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 1,770,406 | 64,478 | 0.34% | 0.53% | 25 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,654,427 | 60,264 | 0.01% | 0.02% | 26 | -186,297 | -10.12% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,617,489 | 58,908 | 0.06% | 0.0% | 27 | +1,593,047 | 6517.66% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,593,122 | 58,021 | 0.03% | 0.01% | 28 | +1,249,374 | 363.46% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,521,047 | 55,396 | 0.04% | 0.08% | 29 | -1,307,677 | -46.23% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,332,798 | 48,540 | 0.01% | — | 30 | +1,332,798 | New | Q1 2026 | May 08, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 1,321,705 | 48,136 | 1.52% | 1.6% | 31 | +5,343 | 0.41% | Q1 2026 | May 15, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | Reduced | 1,309,086 | 47,676 | 0.25% | 0.26% | 32 | -93,806 | -6.69% | Q1 2026 | Apr 23, 2026 |
| Energy Income Partners, LLC | History | Added to | 1,283,595 | 46,748 | 0.75% | 0.84% | 33 | +40,266 | 3.24% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 1,208,297 | 44,006 | 0.03% | 0.03% | 34 | -89,807 | -6.92% | Q1 2026 | May 15, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 1,204,913 | 43,882 | 0.27% | 0.23% | 35 | +8,549 | 0.71% | Q1 2026 | May 07, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 1,201,838 | 43,770 | 0.07% | 0.07% | 36 | -86,873 | -6.74% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,187,798 | 43,580 | 0.0% | 0.0% | 37 | -47,264 | -3.83% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 1,085,937 | 39,549 | 0.05% | 0.04% | 38 | +205,166 | 23.29% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 1,006,018 | 36,640 | 0.07% | 0.07% | 39 | -52,822 | -4.99% | Q1 2026 | May 01, 2026 |
| Portman Square Capital LLP | History | Reduced | 976,500 | 35,564 | 1.37% | 2.24% | 40 | -379,000 | -27.96% | Q1 2026 | Apr 27, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Reduced | 954,418 | 34,759 | 1.0% | 1.05% | 41 | -6,368 | -0.66% | Q1 2026 | May 08, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 946,556 | 34,473 | 0.05% | 0.04% | 42 | -24,098 | -2.48% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 924,617 | 33,674 | 0.02% | 0.02% | 43 | +26,669 | 2.97% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 875,650 | 31,892 | 0.01% | 0.0% | 44 | +151,830 | 20.98% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 799,233 | 29,108 | 0.01% | 0.0% | 45 | +418,585 | 109.97% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 779,141 | 28,376 | 0.05% | 0.03% | 46 | +291,561 | 59.8% | Q1 2026 | May 15, 2026 |
| River Road Asset Management, LLC | History | New | 778,691 | 28,359 | 0.32% | — | 47 | +778,691 | New | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 769,877 | 28,038 | 0.0% | 0.0% | 48 | -21,088 | -2.67% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 760,269 | 27,689 | 0.03% | 0.03% | 49 | +23,820 | 3.23% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 756,092 | 27,536 | 0.0% | 0.01% | 50 | -338,429 | -30.92% | Q1 2026 | May 05, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Added to | 693,394 | 25,253 | 0.63% | 0.59% | 51 | +77,263 | 12.54% | Q1 2026 | May 04, 2026 |
| Squarepoint Ops LLC | History | Reduced | 679,174 | 24,735 | 0.03% | 0.07% | 52 | -974,195 | -58.92% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 671,769 | 24,465 | 0.02% | 0.02% | 53 | +207,174 | 44.59% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 664,678 | 24,207 | 0.03% | 0.03% | 54 | -177,819 | -21.11% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 658,293 | 23,975 | 0.01% | 0.01% | 55 | -101,286 | -13.33% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Added to | 637,849 | 23,469 | 0.1% | 0.1% | 56 | +6,549 | 1.04% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 632,975 | 23,052 | 0.16% | 0.16% | 57 | -2,289 | -0.36% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 625,245 | 22,771 | 0.0% | 0.0% | 58 | +21,480 | 3.56% | Q1 2026 | May 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 611,393 | 22,266 | 0.07% | 0.07% | 59 | +5,190 | 0.86% | Q1 2026 | Apr 24, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 595,195 | 21,677 | 0.03% | 0.01% | 60 | +461,945 | 346.68% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 593,220 | 21,605 | 0.02% | 0.02% | 61 | +131,500 | 28.48% | Q1 2026 | May 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 591,049 | 21,526 | 0.02% | 0.01% | 62 | +358,656 | 154.33% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 590,687 | 21,512 | 0.01% | 0.01% | 63 | +3,695 | 0.63% | Q1 2026 | Apr 30, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 575,461 | 20,958 | 0.02% | 0.02% | 64 | +18,470 | 3.32% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 547,833 | 19,952 | 0.01% | 0.0% | 65 | +508,133 | 1279.93% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 479,105 | 17,449 | 0.01% | 0.01% | 66 | +16,763 | 3.63% | Q1 2026 | May 04, 2026 |
| BURNEY CO/ | History | Reduced | 466,361 | 16,984 | 0.53% | 0.67% | 67 | -105,404 | -18.43% | Q1 2026 | Apr 29, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 460,420 | 16,768 | 0.01% | 0.01% | 68 | +34,054 | 7.99% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 443,772 | 16,162 | 0.0% | 0.0% | 69 | +23,983 | 5.71% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 435,675 | 15,867 | 0.0% | 0.0% | 70 | +160,595 | 58.38% | Q1 2026 | May 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 432,725 | 15,759 | 0.29% | 0.29% | 71 | -4,504 | -1.03% | Q1 2026 | Apr 13, 2026 |
| Swiss National Bank | History | Added to | 425,000 | 15,478 | 0.01% | 0.01% | 72 | +1,200 | 0.28% | Q1 2026 | May 07, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 423,971 | 15,441 | 0.33% | 0.34% | 73 | -6,732 | -1.56% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 409,462 | 14,912 | 0.0% | 0.0% | 74 | -16,831 | -3.95% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 386,338 | 14,460 | 0.0% | 0.0% | 75 | +39,200 | 11.29% | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | Reduced | 395,359 | 14,398 | 0.31% | 0.31% | 76 | -6,950 | -1.73% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 393,505 | 14,331 | 0.01% | 0.01% | 77 | +62,141 | 18.75% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 392,799 | 14,305 | 0.01% | 0.01% | 78 | -281,894 | -41.78% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 392,146 | 14,281 | 0.0% | 0.0% | 79 | +56,167 | 16.72% | Q1 2026 | May 15, 2026 |
| Callodine Capital Management, LP | History | Reduced | 387,287 | 14,104 | 0.99% | 2.03% | 80 | -288,082 | -42.66% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 385,432 | 14,038 | 0.0% | 0.0% | 81 | +62,669 | 19.42% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 377,800 | 13,759 | 0.46% | 0.34% | 82 | -23,794 | -5.92% | Q1 2026 | Apr 28, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 360,783 | 13,139 | 0.02% | 0.01% | 83 | +146,563 | 68.42% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 357,273 | 13,011 | 0.02% | 0.02% | 84 | +139,406 | 63.99% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 355,530 | 12,948 | 0.0% | 0.0% | 85 | -70,336 | -16.52% | Q1 2026 | May 08, 2026 |
| SIR Capital Management, L.P. | History | Added to | 352,450 | 12,836 | 1.2% | 1.37% | 86 | +22,733 | 6.89% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 346,152 | 12,606 | 0.46% | 0.47% | 87 | -11,800 | -3.3% | Q1 2026 | Apr 21, 2026 |
| Oxbow Advisors, LLC | History | Added to | 327,315 | 11,920 | 1.01% | 1.01% | 88 | +19,381 | 6.29% | Q1 2026 | Apr 27, 2026 |
| ROFFMAN MILLER ASSOCIATES INC /PA/ | History | Added to | 304,684 | 11,096 | 0.64% | 0.58% | 89 | +21,037 | 7.42% | Q1 2026 | Apr 14, 2026 |
| RPG Investment Advisory, LLC | History | Reduced | 285,356 | 10,392 | 1.25% | 1.24% | 90 | -5,447 | -1.87% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 280,077 | 10,200 | 0.0% | 0.0% | 91 | -43,782 | -13.52% | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 278,337 | 10,137 | 0.15% | 0.01% | 92 | +263,027 | 1718.01% | Q1 2026 | May 11, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 276,266 | 10,061 | 0.05% | 0.06% | 93 | -4,728 | -1.68% | Q1 2026 | May 05, 2026 |
| Sourcerock Group LLC | History | Reduced | 268,804 | 9,789 | 0.39% | 1.05% | 94 | -235,781 | -46.73% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 257,367 | 9,373 | 0.02% | 0.01% | 95 | +55,854 | 27.72% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 252,074 | 9,180 | 0.01% | 0.01% | 96 | +46,580 | 22.67% | Q1 2026 | May 15, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 250,772 | 9,133 | 0.48% | 0.53% | 97 | -11,770 | -4.48% | Q1 2026 | Apr 13, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 234,421 | 8,537 | 0.03% | 0.04% | 98 | -51,889 | -18.12% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 223,787 | 8,150 | 0.01% | 0.0% | 99 | +97,067 | 76.6% | Q1 2026 | May 12, 2026 |
| STANSBERRY ASSET MANAGEMENT, LLC | History | Added to | 223,053 | 8,123 | 0.84% | 0.83% | 100 | +4,950 | 2.27% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 212,552 | 7,741 | 0.02% | 0.02% | 101 | -7,158 | -3.26% | Q1 2026 | Apr 27, 2026 |
| Empowered Funds, LLC | History | New | 203,309 | 7,404 | 0.05% | — | 102 | +203,309 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 202,427 | 7,372 | 0.0% | 0.0% | 103 | -160,066 | -44.16% | Q1 2026 | May 12, 2026 |
| PEAK6 LLC | History | Reduced | 200,000 | 7,284 | 0.02% | 0.03% | 104 | -200,300 | -50.04% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 199,584 | 7,268 | 0.0% | 0.0% | 105 | -307,094 | -60.61% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 195,563 | 7,122 | 0.05% | 0.06% | 106 | -2,766 | -1.39% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 189,712 | 6,909 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | No change | 184,600 | 6,723 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 180,398 | 6,570 | 0.34% | 0.33% | 109 | +15,211 | 9.21% | Q1 2026 | Apr 21, 2026 |
| BARCLAYS PLC | History | Reduced | 175,802 | 6,402 | 0.0% | 0.0% | 110 | -91,367 | -34.2% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 174,195 | 6,344 | 0.01% | 0.0% | 111 | +170,890 | 5170.65% | Q1 2026 | May 01, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 169,969 | 6,190 | 0.01% | — | 112 | +169,969 | New | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Reduced | 168,577 | 6,139 | 0.01% | 0.01% | 113 | -15,746 | -8.54% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 162,593 | 6,085 | 0.02% | 0.02% | 114 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 160,100 | 5,992 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Calydon Capital | History | Reduced | 164,384 | 5,986 | 0.98% | 1.05% | 116 | -1,786 | -1.07% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Added to | 163,906 | 5,969 | 0.15% | 0.15% | 117 | +14,525 | 9.72% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 152,421 | 5,551 | 0.0% | 0.0% | 118 | +124,542 | 446.72% | Q1 2026 | May 13, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 143,875 | 5,239 | 0.07% | 0.06% | 119 | +15,228 | 11.84% | Q1 2026 | May 05, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 140,403 | 5,121 | 0.01% | 0.01% | 120 | +474 | 0.34% | Q1 2026 | May 14, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 136,203 | 5,098 | 0.34% | 0.34% | 121 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Cerity Partners LLC | History | Reduced | 139,042 | 5,063 | 0.01% | 0.01% | 122 | -10,088 | -6.76% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 135,797 | 4,946 | 0.01% | 0.01% | 123 | +75,941 | 126.87% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 132,771 | 4,835 | 0.0% | 0.0% | 124 | +41,103 | 44.84% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 132,340 | 4,819 | 0.01% | 0.01% | 125 | -113,613 | -46.19% | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | Reduced | 131,938 | 4,805 | 0.01% | 0.01% | 126 | -95,529 | -42.0% | Q1 2026 | Apr 16, 2026 |
| Covalis Capital LLP | History | Reduced | 131,716 | 4,797 | 0.3% | 0.59% | 127 | -91,085 | -40.88% | Q1 2026 | May 15, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 122,821 | 4,471 | 0.1% | 0.1% | 128 | +1,784 | 1.47% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 122,753 | 4,470 | 0.08% | 0.06% | 129 | +56,615 | 85.6% | Q1 2026 | May 15, 2026 |
| MILLER VALUE PARTNERS, LLC | History | Reduced | 121,000 | 4,406 | 1.15% | 3.45% | 130 | -141,000 | -53.82% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 119,351 | 4,346 | 0.01% | 0.01% | 131 | -14,446 | -10.8% | Q1 2026 | May 15, 2026 |
| EDMP, INC. | History | Reduced | 118,392 | 4,311 | 3.49% | 3.67% | 132 | -941 | -0.79% | Q1 2026 | Apr 28, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 118,008 | 4,297 | 0.0% | 0.04% | 133 | -1,114,750 | -90.43% | Q1 2026 | Apr 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 113,680 | 4,182 | 0.02% | 0.02% | 134 | -11,690 | -9.32% | Q1 2026 | Apr 30, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 114,784 | 4,180 | 0.04% | 0.01% | 135 | +78,127 | 213.13% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 112,059 | 4,081 | 0.01% | 0.0% | 136 | +105,876 | 1712.37% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 110,690 | 4,031 | 0.01% | 0.01% | 137 | -706 | -0.63% | Q1 2026 | May 06, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 109,718 | 3,995 | 0.07% | 0.11% | 138 | -57,688 | -34.46% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 108,332 | 3,945 | 0.01% | 0.01% | 139 | -3,773 | -3.37% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 106,042 | 3,862 | 0.03% | 0.03% | 140 | +9,616 | 9.97% | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | Added to | 105,591 | 3,845 | 0.02% | 0.02% | 141 | +572 | 0.54% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 105,310 | 3,835 | 0.0% | 0.0% | 142 | +47,861 | 83.31% | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 102,142 | 3,720 | 0.04% | 0.11% | 143 | -237,644 | -69.94% | Q1 2026 | May 08, 2026 |
| Synergy Asset Management, LLC | History | Added to | 101,224 | 3,686 | 0.39% | 0.39% | 144 | +1,557 | 1.56% | Q1 2026 | May 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 97,600 | 3,653 | 0.02% | 0.02% | 145 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 98,107 | 3,575 | 0.0% | 0.0% | 146 | -2,586 | -2.57% | Q1 2026 | May 18, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 97,890 | 3,565 | 0.05% | 0.04% | 147 | +26,300 | 36.74% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 97,459 | 3,549 | 0.02% | 0.03% | 148 | -70,612 | -42.01% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 96,084 | 3,499 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 95,011 | 3,460 | 0.04% | 0.05% | 150 | +7,552 | 8.63% | Q1 2026 | Apr 23, 2026 |
| Bill Few Associates, Inc. | History | Added to | 93,169 | 3,393 | 0.81% | 0.84% | 151 | +2,037 | 2.24% | Q1 2026 | Apr 08, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 92,053 | 3,353 | 0.01% | 0.01% | 152 | +1,965 | 2.18% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 91,800 | 3,343 | 0.18% | 0.16% | 153 | +20,726 | 29.16% | Q1 2026 | Apr 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 91,141 | 3,319 | 0.03% | 0.03% | 154 | +705 | 0.78% | Q1 2026 | Apr 29, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 90,972 | 3,313 | 0.08% | 0.09% | 155 | -2,027 | -2.18% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 89,343 | 3,253 | 0.0% | 0.0% | 156 | -168,668 | -65.37% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 89,117 | 3,245 | 0.01% | 0.01% | 157 | +1,188 | 1.35% | Q1 2026 | May 13, 2026 |
| Atom Investors LP | History | New | 88,640 | 3,228 | 0.23% | — | 158 | +88,640 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 86,031 | 3,133 | 0.0% | — | 159 | +86,031 | New | Q1 2026 | May 08, 2026 |
| Bridgewater Associates, LP | History | Added to | 85,312 | 3,107 | 0.01% | 0.01% | 160 | +17,472 | 25.75% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 83,540 | 3,042 | 0.01% | 0.01% | 161 | -7,864 | -8.6% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 83,325 | 3,034 | 0.0% | 0.0% | 162 | +11,246 | 15.6% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 82,253 | 2,995 | 0.03% | 0.04% | 163 | -7,193 | -8.04% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 81,193 | 2,957 | 0.0% | 0.0% | 164 | +7,352 | 9.96% | Q1 2026 | May 12, 2026 |
| NewEdge Wealth, LLC | History | Added to | 80,140 | 2,918 | 0.03% | 0.02% | 165 | +28,476 | 55.12% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 79,617 | 2,899 | 0.0% | — | 166 | +79,617 | New | Q1 2026 | May 14, 2026 |
| Oak Thistle LLC | History | Added to | 79,268 | 2,886 | 0.28% | 0.23% | 167 | +35,835 | 82.51% | Q1 2026 | Apr 10, 2026 |
| KBC Group NV | History | Added to | 76,743 | 2,795 | 0.01% | 0.01% | 168 | +516 | 0.68% | Q1 2026 | May 07, 2026 |
| Walsky Investment Management, Inc. | History | Added to | 75,265 | 2,741 | 2.8% | 2.86% | 169 | +87 | 0.12% | Q1 2026 | May 14, 2026 |
| Waterloo Capital, L.P. | History | Reduced | 74,708 | 2,720 | 0.19% | 0.2% | 170 | -667 | -0.88% | Q1 2026 | May 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 74,501 | 2,713 | 0.04% | 0.07% | 171 | -49,537 | -39.94% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 73,687 | 2,683 | 0.0% | 0.0% | 172 | -150,395 | -67.12% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 73,426 | 2,674 | 0.0% | 0.0% | 173 | +2,641 | 3.73% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 72,900 | 2,655 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | No change | 71,503 | 2,622 | 0.2% | 0.16% | 175 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Engineers Gate Manager LP | History | Added to | 71,456 | 2,602 | 0.03% | 0.03% | 176 | +9,834 | 15.96% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 71,261 | 2,595 | 0.0% | 0.0% | 177 | +13,183 | 22.7% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 70,731 | 2,576 | 0.11% | 0.09% | 178 | +1,605 | 2.32% | Q1 2026 | May 13, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 69,994 | 2,549 | 0.04% | 0.03% | 179 | +14,696 | 26.58% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 68,914 | 2,509 | 0.02% | 0.01% | 180 | +13,683 | 24.77% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 67,771 | 2,468 | 0.01% | 0.01% | 181 | -1,933 | -2.77% | Q1 2026 | May 14, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | Added to | 67,245 | 2,449 | 0.02% | 0.01% | 182 | +20,533 | 43.96% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 67,230 | 2,448 | 0.03% | 0.03% | 183 | -4,069 | -5.71% | Q1 2026 | Apr 24, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 66,500 | 2,443 | 0.01% | 0.01% | 184 | -24,800 | -27.16% | Q1 2026 | Apr 29, 2026 |
| M&T BANK CORP | History | Reduced | 66,451 | 2,420 | 0.01% | 0.01% | 185 | -15,796 | -19.21% | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 66,450 | 2,420 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COZAD ASSET MANAGEMENT INC | History | No change | 63,210 | 2,365 | 0.18% | 0.18% | 187 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 64,215 | 2,338 | 0.0% | 0.0% | 188 | -6,656 | -9.39% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 62,200 | 2,265 | 0.04% | 0.04% | 189 | +2,700 | 4.54% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 61,794 | 2,250 | 0.0% | 0.0% | 190 | +20,852 | 50.93% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 61,766 | 2,249 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ALPS ADVISORS INC | History | Reduced | 61,334 | 2,233 | 0.01% | 0.01% | 192 | -2,964 | -4.61% | Q1 2026 | May 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 60,898 | 2,217 | 0.02% | 0.02% | 193 | -5,183 | -7.84% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 60,341 | 2,197 | 0.07% | 0.08% | 194 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arizona State Retirement System | History | Reduced | 59,002 | 2,148 | 0.01% | 0.01% | 195 | -805 | -1.35% | Q1 2026 | May 01, 2026 |
| HANCOCK WHITNEY CORP | History | New | 58,900 | 2,125 | 0.04% | — | 196 | +58,900 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 57,742 | 2,102 | 0.0% | 0.0% | 197 | -2,083 | -3.48% | Q1 2026 | May 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 56,736 | 2,066 | 0.01% | 0.01% | 198 | -13,335 | -19.03% | Q1 2026 | May 08, 2026 |
| MSH Capital Advisors LLC | History | Added to | 56,508 | 2,058 | 0.44% | 0.45% | 199 | +208 | 0.37% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 56,437 | 2,055 | 0.01% | 0.01% | 200 | +9,455 | 20.12% | Q1 2026 | May 13, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 55,348 | 2,015 | 0.03% | 0.05% | 201 | -37,256 | -40.23% | Q1 2026 | Apr 30, 2026 |
| Aventail Capital Group, LP | History | Added to | 54,735 | 1,993 | 0.1% | 0.09% | 202 | +12,003 | 28.09% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 54,617 | 1,989 | 0.0% | — | 203 | +54,617 | New | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 54,468 | 1,983 | 0.01% | — | 204 | +54,468 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 53,778 | 1,958 | 0.01% | 0.01% | 205 | -5 | -0.01% | Q1 2026 | May 01, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 53,304 | 1,944 | 0.01% | 0.01% | 206 | -737 | -1.36% | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 52,681 | 1,918 | 0.0% | 0.0% | 207 | +31,849 | 152.88% | Q1 2026 | May 08, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 50,415 | 1,887 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 51,658 | 1,881 | 0.01% | 0.01% | 209 | +900 | 1.77% | Q1 2026 | May 04, 2026 |
| Amundi | History | Reduced | 50,976 | 1,856 | 0.0% | 0.0% | 210 | -248,157 | -82.96% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 50,000 | 1,821 | 0.09% | 0.08% | 211 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Walleye Capital LLC | History | New | 49,530 | 1,803 | 0.01% | — | 213 | +49,530 | New | Q1 2026 | May 13, 2026 |
| Jacobi Capital Management LLC | History | Added to | 49,529 | 1,803 | 0.1% | 0.11% | 212 | +381 | 0.78% | Q1 2026 | May 13, 2026 |
| STEEL GROVE CAPITAL ADVISORS, LLC | History | Added to | 48,985 | 1,784 | 0.19% | 0.18% | 214 | +3,676 | 8.11% | Q1 2026 | May 07, 2026 |
| Kendall Capital Management | History | Added to | 48,978 | 1,783 | 0.37% | 0.33% | 215 | +7,288 | 17.48% | Q1 2026 | Apr 24, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 48,923 | 1,781 | 0.01% | 0.01% | 216 | -377 | -0.76% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 48,084 | 1,751 | 0.03% | 0.02% | 217 | -3 | -0.01% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 47,348 | 1,736 | 0.0% | 0.0% | 218 | +2,922 | 6.58% | Q1 2026 | May 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 47,128 | 1,729 | 0.3% | — | 219 | +47,128 | New | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 45,384 | 1,652 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 45,344 | 1,651 | 0.1% | — | 221 | +45,344 | New | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 44,026 | 1,603 | 0.02% | 0.02% | 222 | +1,300 | 3.04% | Q1 2026 | Apr 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 43,884 | 1,598 | 0.0% | — | 224 | +43,884 | New | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 43,443 | 1,598 | 0.02% | 0.01% | 223 | +13,095 | 43.15% | Q1 2026 | May 12, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 42,800 | 1,559 | 0.05% | 0.05% | 225 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 42,378 | 1,543 | 0.1% | 0.05% | 226 | +23,439 | 123.76% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 42,100 | 1,533 | 0.0% | 0.0% | 227 | -7,700 | -15.46% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 41,788 | 1,522 | 0.0% | 0.0% | 228 | -197 | -0.47% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 40,962 | 1,492 | 0.0% | 0.0% | 229 | +12,973 | 46.35% | Q1 2026 | May 14, 2026 |
| Aristotle Capital Boston, LLC | History | Added to | 40,759 | 1,486 | 0.09% | 0.08% | 230 | +94 | 0.23% | Q1 2026 | May 15, 2026 |
| Cornerstone Select Advisors, LLC | History | Added to | 40,124 | 1,461 | 0.91% | 0.9% | 231 | +5,515 | 15.94% | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Reduced | 39,754 | 1,448 | 0.04% | 0.05% | 232 | -3,189 | -7.43% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 39,541 | 1,440 | 0.04% | 0.04% | 233 | +152 | 0.39% | Q1 2026 | May 13, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 38,477 | 1,401 | 0.24% | 0.23% | 234 | +1,941 | 5.31% | Q1 2026 | Apr 21, 2026 |
| South Dakota Investment Council | History | No change | 38,266 | 1,394 | 0.03% | 0.03% | 235 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CPC Advisors, LLC | History | Added to | 37,789 | 1,376 | 0.22% | 0.13% | 236 | +3,718 | 10.91% | Q1 2026 | Apr 16, 2026 |
| Walleye Trading LLC | History | Added to | 37,615 | 1,369 | 0.0% | 0.0% | 237 | +710 | 1.92% | Q1 2026 | May 08, 2026 |
| Applied Finance Capital Management, LLC | History | Reduced | 37,506 | 1,365 | 0.1% | 0.1% | 238 | -1,111 | -2.88% | Q1 2026 | May 04, 2026 |
| Corient Private Wealth LLC | History | Added to | 37,984 | 1,357 | 0.0% | 0.0% | 239 | +3,283 | 9.46% | Q1 2026 | May 15, 2026 |
| Argyle Capital Management, LLC | History | Added to | 37,024 | 1,348 | 0.44% | 0.46% | 240 | +150 | 0.41% | Q1 2026 | Apr 28, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 35,232 | 1,283 | 0.0% | 0.01% | 241 | -44,053 | -55.56% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Reduced | 34,691 | 1,263 | 0.0% | 0.0% | 242 | -2,759 | -7.37% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 34,597 | 1,260 | 0.0% | 0.0% | 243 | -43,185 | -55.52% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 33,322 | 1,225 | 0.0% | 0.0% | 244 | -7,726 | -18.82% | Q1 2026 | Apr 08, 2026 |
| Abundance Wealth Counselors | History | Reduced | 33,427 | 1,217 | 0.17% | 0.22% | 245 | -1,187 | -3.43% | Q1 2026 | Apr 22, 2026 |
| Pacer Advisors, Inc. | History | Added to | 32,665 | 1,189 | 0.0% | 0.0% | 246 | +6,967 | 27.11% | Q1 2026 | May 06, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 31,126 | 1,165 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisory Services Network, LLC | History | Reduced | 31,635 | 1,152 | 0.02% | 0.02% | 248 | -3,615 | -10.26% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | No change | 31,600 | 1,150 | 0.02% | 0.03% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 30,610 | 1,145 | 0.06% | 0.06% | 250 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BCM ADVISORS, LLC | History | No change | 32,225 | 1,124 | 0.22% | 0.24% | 251 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Nordwand Advisors, LLC | History | No change | 30,600 | 1,114 | 0.19% | 0.2% | 252 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ALLSTATE CORP | History | New | 30,448 | 1,108 | 0.01% | — | 253 | +30,448 | New | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 30,103 | 1,096 | 0.0% | 0.0% | 254 | -5,570 | -15.61% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 30,104 | 1,096 | 0.01% | 0.0% | 255 | -1,464 | -4.64% | Q1 2026 | Apr 29, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 29,564 | 1,076 | 0.14% | 0.39% | 256 | -16,447 | -35.75% | Q1 2026 | May 13, 2026 |
| Mork Capital Management, LLC | History | Reduced | 29,360 | 1,069 | 0.76% | 0.82% | 257 | -6,340 | -17.76% | Q1 2026 | May 15, 2026 |
| Loudon Investment Management, LLC | History | Reduced | 29,285 | 1,066 | 0.57% | 0.7% | 258 | -6,300 | -17.7% | Q1 2026 | May 11, 2026 |
| XPONANCE LLC | History | Added to | 29,293 | 1,066 | 0.01% | 0.01% | 259 | +5,470 | 22.96% | Q1 2026 | May 13, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 29,093 | 1,059 | 0.02% | 0.02% | 260 | -1,336 | -4.39% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 28,785 | 1,048 | 0.01% | 0.01% | 261 | +420 | 1.48% | Q1 2026 | Apr 15, 2026 |
| CHASE INVESTMENT COUNSEL CORP | History | No change | 28,663 | 1,043 | 0.27% | 0.3% | 262 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| INCEPTIONR LLC | History | Added to | 28,421 | 1,035 | 0.25% | 0.17% | 263 | +12,253 | 75.79% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 28,335 | 1,031 | 0.01% | 0.01% | 264 | +8,602 | 43.59% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | New | 28,300 | 1,030 | 0.0% | — | 265 | +28,300 | New | Q1 2026 | May 05, 2026 |
| Investors Research Corp | History | Reduced | 27,875 | 1,015 | 0.19% | 0.2% | 266 | -1,400 | -4.78% | Q1 2026 | Apr 03, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 27,036 | 994 | 0.07% | 0.08% | 267 | -222 | -0.81% | Q1 2026 | Apr 20, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 27,269 | 993 | 0.0% | 0.0% | 268 | -658 | -2.36% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Reduced | 27,000 | 983 | 0.02% | 0.03% | 269 | -72,100 | -72.75% | Q1 2026 | May 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 26,820 | 976 | 0.01% | 0.01% | 270 | -2,422 | -8.28% | Q1 2026 | May 11, 2026 |
| Csenge Advisory Group | History | Added to | 26,078 | 949 | 0.04% | 0.04% | 271 | +1,665 | 6.82% | Q1 2026 | Apr 30, 2026 |
| Nilsine Partners, LLC | History | Added to | 25,054 | 932 | 0.07% | 0.07% | 272 | +3,157 | 14.42% | Q1 2026 | Apr 29, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 25,087 | 913 | 0.01% | 0.01% | 273 | -2,000 | -7.38% | Q1 2026 | May 04, 2026 |
| SummitTX Capital, L.P. | History | New | 24,965 | 909 | 0.03% | — | 274 | +24,965 | New | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 24,823 | 904 | 0.01% | 0.01% | 275 | +379 | 1.55% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 24,428 | 889 | 0.0% | 0.0% | 276 | +2,935 | 13.66% | Q1 2026 | Apr 30, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 24,329 | 886 | 0.24% | 0.24% | 277 | -76 | -0.31% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Reduced | 24,247 | 883 | 0.01% | 0.01% | 278 | -1,389 | -5.42% | Q1 2026 | May 05, 2026 |
| Clear Harbor Asset Management, LLC | History | No change | 22,782 | 829 | 0.06% | 0.06% | 279 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 22,320 | 813 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 22,198 | 808 | 0.01% | 0.01% | 281 | -2,961 | -11.77% | Q1 2026 | Apr 14, 2026 |
| PRUDENTIAL PLC | History | New | 22,117 | 805 | 0.0% | — | 282 | +22,117 | New | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 21,776 | 793 | 0.01% | 0.01% | 283 | +485 | 2.28% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 21,723 | 791 | 0.0% | 0.0% | 284 | -1,925 | -8.14% | Q1 2026 | May 04, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 21,680 | 789 | 0.22% | 0.26% | 285 | -4,674 | -17.74% | Q1 2026 | May 11, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 21,600 | 786 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fieldview Capital Management, LLC | History | New | 21,521 | 783 | 0.23% | — | 287 | +21,521 | New | Q1 2026 | May 14, 2026 |
| Global Financial Private Client, LLC | History | Added to | 21,441 | 780 | 0.26% | 0.27% | 288 | +830 | 4.03% | Q1 2026 | Apr 20, 2026 |
| NATIXIS | History | Added to | 21,173 | 771 | 0.0% | 0.0% | 289 | +216 | 1.03% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 21,102 | 768 | 0.0% | 0.06% | 290 | -410,153 | -95.11% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | No change | 20,442 | 744 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Added to | 20,220 | 736 | 0.06% | 0.06% | 292 | +127 | 0.63% | Q1 2026 | Apr 14, 2026 |
| Live Oak Investment Partners | History | Added to | 20,205 | 735 | 0.43% | 0.42% | 293 | +2,124 | 11.75% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 19,725 | 718 | 0.0% | 0.0% | 294 | +282 | 1.45% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 19,348 | 704 | 0.0% | 0.0% | 295 | -696 | -3.47% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 19,251 | 701 | 0.0% | 0.0% | 296 | +2,800 | 17.02% | Q1 2026 | May 14, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 19,184 | 698 | 0.04% | 0.04% | 297 | +1,941 | 11.26% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 19,052 | 693 | 0.01% | — | 298 | +19,052 | New | Q1 2026 | May 14, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | Added to | 18,849 | 686 | 0.12% | 0.11% | 299 | +1,265 | 7.19% | Q1 2026 | Apr 29, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 18,541 | 669 | 0.04% | 0.18% | 300 | -51,334 | -73.47% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Reduced | 18,266 | 665 | 0.0% | 0.0% | 301 | -67,898 | -78.8% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 18,196 | 663 | 0.01% | 0.01% | 302 | +5,253 | 40.59% | Q1 2026 | Apr 14, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 17,718 | 645 | 0.01% | 0.01% | 303 | -2,283 | -11.41% | Q1 2026 | May 01, 2026 |
| WESBANCO BANK INC | History | Added to | 17,689 | 644 | 0.02% | 0.01% | 304 | +9,900 | 127.1% | Q1 2026 | Apr 21, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 17,656 | 643 | 0.0% | 0.0% | 305 | -1,025 | -5.49% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | No change | 17,624 | 641 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ascent Group, LLC | History | Added to | 17,553 | 639 | 0.02% | 0.02% | 307 | +1,716 | 10.84% | Q1 2026 | May 15, 2026 |
| Apella Capital, LLC | History | Reduced | 17,222 | 633 | 0.01% | 0.01% | 308 | -390 | -2.21% | Q1 2026 | Apr 20, 2026 |
| ARGA Investment Management, LP | History | Reduced | 17,112 | 623 | 0.02% | 0.03% | 309 | -11,780 | -40.77% | Q1 2026 | Apr 30, 2026 |
| COMMERCE BANK | History | Added to | 16,923 | 616 | 0.0% | 0.0% | 310 | +1,015 | 6.38% | Q1 2026 | May 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 16,635 | 616 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 16,789 | 611 | 0.01% | — | 312 | +16,789 | New | Q1 2026 | May 15, 2026 |
| AVIVA PLC | History | Added to | 16,507 | 601 | 0.0% | 0.0% | 313 | +281 | 1.73% | Q1 2026 | May 14, 2026 |
| denkapparat Operations GmbH | History | No change | 16,508 | 601 | 0.25% | 0.34% | 314 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Reduced | 16,298 | 593 | 0.0% | 0.0% | 315 | -4,827 | -22.85% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 16,042 | 590 | 0.01% | 0.01% | 316 | +768 | 5.03% | Q1 2026 | May 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 16,033 | 583 | 0.1% | — | 318 | +16,033 | New | Q1 2026 | May 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 16,029 | 583 | 0.09% | 0.07% | 317 | +7,573 | 89.56% | Q1 2026 | May 15, 2026 |
| Integrated Wealth Concepts LLC | History | New | 15,969 | 581 | 0.0% | — | 319 | +15,969 | New | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 15,951 | 580 | 0.0% | 0.0% | 320 | +1,369 | 9.39% | Q1 2026 | May 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 15,821 | 576 | 0.02% | 0.02% | 321 | +158 | 1.01% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,941 | 574 | 0.01% | 0.0% | 322 | +3,831 | 31.64% | Q1 2026 | Apr 07, 2026 |
| RD Lewis Holdings, Inc. | History | Reduced | 14,686 | 563 | 0.49% | 0.51% | 323 | -300 | -2.0% | Q1 2026 | Apr 14, 2026 |
| Waverly Advisors, LLC | History | Added to | 14,953 | 544 | 0.0% | 0.0% | 324 | +1,147 | 8.31% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 14,960 | 544 | 0.0% | 0.0% | 325 | -1,104 | -6.87% | Q1 2026 | Apr 30, 2026 |
| Triad Wealth Partners, LLC | History | Added to | 14,853 | 540 | 0.04% | 0.05% | 326 | +642 | 4.52% | Q1 2026 | Apr 16, 2026 |
| Alpha Omega Wealth Management LLC | History | Reduced | 14,775 | 538 | 0.09% | 0.09% | 327 | -19 | -0.13% | Q1 2026 | Apr 07, 2026 |
| Carnegie Investment Counsel | History | No change | 14,294 | 520 | 0.01% | 0.01% | 328 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 14,095 | 513 | 0.0% | 0.0% | 329 | -2,854 | -16.84% | Q1 2026 | May 13, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Reduced | 13,957 | 508 | 0.03% | 0.05% | 330 | -7,053 | -33.57% | Q1 2026 | Apr 28, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 13,685 | 498 | 0.01% | 0.01% | 331 | +816 | 6.34% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,218 | 494 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Family Manage LLC | History | Added to | 13,192 | 480 | 0.06% | 0.05% | 333 | +2,216 | 20.19% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,008 | 473 | 0.01% | 0.01% | 335 | +5,985 | 85.22% | Q1 2026 | May 15, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Reduced | 12,999 | 473 | 0.05% | 0.06% | 334 | -617 | -4.53% | Q1 2026 | May 11, 2026 |
| Horizon Investment Services, LLC | History | Reduced | 12,958 | 471 | 0.16% | 0.19% | 336 | -1,189 | -8.4% | Q1 2026 | May 15, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 12,838 | 467 | 0.04% | 0.11% | 337 | -23,435 | -64.61% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 12,725 | 463 | 0.01% | 0.01% | 338 | -12 | -0.09% | Q1 2026 | May 13, 2026 |
| HARRELL INVESTMENT PARTNERS, LLC | History | New | 12,613 | 459 | 0.11% | — | 339 | +12,613 | New | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 12,434 | 452 | 0.01% | 0.01% | 340 | +2,592 | 26.34% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 12,148 | 442 | 0.0% | 0.0% | 341 | -7,797 | -39.09% | Q1 2026 | Apr 24, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 11,701 | 426 | 0.0% | 0.0% | 342 | +3,020 | 34.79% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | New | 11,575 | 421 | 0.0% | — | 344 | +11,575 | New | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 11,562 | 421 | 0.04% | 0.07% | 343 | -9,309 | -44.6% | Q1 2026 | May 12, 2026 |
| DnB Asset Management AS | History | New | 11,489 | 418 | 0.0% | — | 346 | +11,489 | New | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | No change | 11,500 | 418 | 0.0% | 0.0% | 345 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHS Financial, LLC | History | Reduced | 11,423 | 416 | 0.2% | 0.22% | 347 | -406 | -3.43% | Q1 2026 | Apr 28, 2026 |
| EMC Capital Management | History | No change | 11,109 | 416 | 0.18% | 0.18% | 348 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| V2 Financial group LLC | History | Added to | 11,252 | 409 | 0.19% | 0.21% | 349 | +10 | 0.09% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,817 | 404 | 0.0% | 0.0% | 350 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 10,829 | 394 | 0.0% | 0.0% | 351 | -5 | -0.05% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 10,670 | 388 | 0.01% | 0.01% | 352 | -1,843 | -14.73% | Q1 2026 | Apr 13, 2026 |
| Banco Santander, S.A. | History | New | 10,652 | 387 | 0.0% | — | 353 | +10,652 | New | Q1 2026 | May 08, 2026 |
| RESTON WEALTH MANAGEMENT LLC | History | No change | 10,511 | 382 | 0.12% | 0.12% | 354 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 10,398 | 378 | 0.0% | 0.0% | 355 | -4,864 | -31.87% | Q1 2026 | May 14, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Added to | 10,358 | 377 | 0.01% | 0.01% | 356 | +212 | 2.09% | Q1 2026 | May 01, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 10,145 | 369 | 0.01% | 0.02% | 357 | -2,409 | -19.19% | Q1 2026 | May 15, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 10,000 | 367 | 0.01% | 0.01% | 358 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 10,038 | 365 | 0.0% | 0.01% | 360 | -44,444 | -81.58% | Q1 2026 | May 05, 2026 |
| FULTON BANK, N.A. | History | No change | 10,047 | 365 | 0.01% | 0.01% | 359 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Maryland State Retirement & Pension System | History | No change | 10,047 | 365 | 0.01% | 0.01% | 361 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 10,000 | 364 | 0.02% | 0.02% | 362 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,981 | 363 | 0.0% | 0.0% | 363 | -2,011 | -16.77% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 9,959 | 362 | 0.03% | — | 364 | +9,959 | New | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Added to | 9,818 | 357 | 0.02% | 0.02% | 365 | +694 | 7.61% | Q1 2026 | Apr 06, 2026 |
| Corundum Trust Company, INC | History | New | 9,773 | 355 | 0.81% | — | 366 | +9,773 | New | Q1 2026 | Apr 15, 2026 |
| Trexquant Investment LP | History | Reduced | 9,522 | 346 | 0.0% | 0.07% | 367 | -207,772 | -95.62% | Q1 2026 | May 15, 2026 |
| Investment Research Partners LLC | History | Reduced | 9,507 | 346 | 0.14% | 0.15% | 368 | -119 | -1.24% | Q1 2026 | Apr 29, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | New | 9,392 | 342 | 0.19% | — | 369 | +9,392 | New | Q1 2026 | May 07, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 9,276 | 337 | 0.04% | 0.04% | 370 | -277 | -2.9% | Q1 2026 | May 06, 2026 |
| MMA ASSET MANAGEMENT LLC | History | Reduced | 9,211 | 335 | 0.12% | 0.13% | 371 | -256 | -2.7% | Q1 2026 | Apr 08, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 9,184 | 334 | 0.01% | 0.0% | 372 | +2,851 | 45.02% | Q1 2026 | May 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,153 | 333 | 0.0% | 0.0% | 373 | -801 | -8.05% | Q1 2026 | May 15, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 9,100 | 331 | 0.01% | 0.02% | 374 | -450 | -4.71% | Q1 2026 | May 07, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 8,827 | 321 | 0.0% | — | 375 | +8,827 | New | Q1 2026 | Apr 27, 2026 |
| CFS Investment Advisory Services, LLC | History | Reduced | 8,693 | 319 | 0.02% | 0.02% | 376 | -13 | -0.15% | Q1 2026 | Apr 29, 2026 |
| HB Wealth Management, LLC | History | Added to | 8,757 | 318 | 0.0% | 0.0% | 377 | +1,083 | 14.11% | Q1 2026 | Apr 27, 2026 |
| ProShare Advisors LLC | History | Reduced | 8,608 | 313 | 0.0% | 0.07% | 378 | -979,817 | -99.13% | Q1 2026 | Apr 24, 2026 |
| Chesley Taft & Associates LLC | History | No change | 8,280 | 301 | 0.01% | 0.01% | 379 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 8,000 | 291 | 0.06% | 0.06% | 380 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Compound Planning, Inc. | History | Reduced | 7,848 | 285 | 0.01% | 0.01% | 382 | -221 | -2.74% | Q1 2026 | May 14, 2026 |
| CONNABLE OFFICE INC | History | No change | 7,833 | 285 | 0.03% | 0.03% | 381 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 7,776 | 283 | 0.0% | 0.0% | 383 | +1,430 | 22.53% | Q1 2026 | May 12, 2026 |
| Ellis Investment Partners, LLC | History | Added to | 7,743 | 282 | 0.05% | 0.04% | 384 | +1,067 | 15.98% | Q1 2026 | May 12, 2026 |
| Arkadios Wealth Advisors | History | New | 7,731 | 281 | 0.0% | — | 386 | +7,731 | New | Q1 2026 | May 18, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 7,733 | 281 | 0.01% | 0.01% | 385 | +303 | 4.08% | Q1 2026 | Apr 17, 2026 |
| Belpointe Asset Management LLC | History | Reduced | 7,541 | 274 | 0.01% | 0.01% | 387 | -2,071 | -21.55% | Q1 2026 | Apr 28, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 7,437 | 272 | 0.01% | 0.01% | 388 | +639 | 9.4% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | New | 7,340 | 269 | 0.0% | — | 390 | +7,340 | New | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,409 | 269 | 0.0% | 0.0% | 389 | -925 | -11.1% | Q1 2026 | May 14, 2026 |
| Accurate Wealth Management, LLC | History | Reduced | 6,948 | 263 | 0.03% | 0.05% | 391 | -3,290 | -32.14% | Q1 2026 | Apr 22, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,214 | 262 | 0.0% | 0.01% | 392 | -13,964 | -65.94% | Q1 2026 | Apr 22, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | New | 7,208 | 262 | 0.01% | — | 393 | +7,208 | New | Q1 2026 | May 15, 2026 |
| Beirne Wealth Consulting Services, LLC | History | No change | 7,024 | 258 | 0.07% | 0.08% | 394 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WINTON GROUP Ltd | History | New | 7,071 | 257 | 0.01% | — | 395 | +7,071 | New | Q1 2026 | May 12, 2026 |
| CFO4Life Group, LLC | History | Reduced | 7,046 | 256 | 0.04% | 0.04% | 397 | -604 | -7.9% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Reduced | 7,036 | 256 | 0.0% | 0.0% | 396 | -191 | -2.64% | Q1 2026 | May 14, 2026 |
| SYM FINANCIAL Corp | History | Reduced | 7,016 | 255 | 0.03% | 0.03% | 398 | -24 | -0.34% | Q1 2026 | May 08, 2026 |
| Haverford Trust Co | History | No change | 7,010 | 255 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,948 | 253 | 0.0% | 0.0% | 400 | +425 | 6.52% | Q1 2026 | Apr 10, 2026 |
| Red Door Wealth Management, LLC | History | No change | 6,966 | 253 | 0.03% | 0.03% | 401 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Entropy Technologies, LP | History | Reduced | 6,839 | 249 | 0.01% | 0.15% | 403 | -65,513 | -90.55% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 6,863 | 249 | 0.0% | 0.0% | 402 | +5 | 0.07% | Q1 2026 | Apr 07, 2026 |
| Brooklyn Investment Group | History | Added to | 6,735 | 245 | 0.01% | 0.01% | 404 | +1,246 | 22.7% | Q1 2026 | Apr 29, 2026 |
| Partnership Wealth Management, LLC | History | No change | 6,750 | 245 | 0.19% | 0.18% | 405 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,677 | 243 | 0.07% | 0.1% | 406 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 6,560 | 240 | 0.01% | 0.01% | 408 | -154 | -2.29% | Q1 2026 | May 15, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 6,610 | 240 | 0.08% | 0.08% | 407 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,588 | 239 | 0.0% | 0.0% | 409 | -3,172 | -32.5% | Q1 2026 | Apr 27, 2026 |
| Sigma Planning Corp | History | Added to | 6,548 | 238 | 0.01% | 0.01% | 410 | +714 | 12.24% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 6,519 | 237 | 0.0% | 0.0% | 411 | -698 | -9.67% | Q1 2026 | Apr 15, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 6,440 | 235 | 0.01% | 0.06% | 413 | -39,446 | -85.97% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | No change | 6,477 | 235 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 6,449 | 234 | 0.01% | 0.02% | 414 | -2,313 | -26.4% | Q1 2026 | Apr 27, 2026 |
| Linden Thomas Advisory Services, LLC | History | Reduced | 6,421 | 233 | 0.02% | 0.02% | 415 | -167 | -2.53% | Q1 2026 | Apr 10, 2026 |
| UMB Bank, n.a. | History | Reduced | 6,358 | 231 | 0.0% | 0.0% | 416 | -138 | -2.12% | Q1 2026 | May 11, 2026 |
| HBK Sorce Advisory LLC | History | Added to | 7,123 | 230 | 0.0% | 0.01% | 417 | +69 | 0.98% | Q1 2026 | May 11, 2026 |
| North Dakota State Investment Board | History | Reduced | 6,286 | 228 | 0.01% | 0.01% | 419 | -1,307 | -17.21% | Q1 2026 | May 08, 2026 |
| Vise Technologies, Inc. | History | No change | 6,112 | 228 | 0.0% | 0.0% | 418 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Avior Wealth Management, LLC | History | New | 6,215 | 226 | 0.01% | — | 420 | +6,215 | New | Q1 2026 | Apr 09, 2026 |
| BEACON FINANCIAL GROUP | History | Reduced | 6,169 | 224 | 0.02% | 0.04% | 421 | -5,496 | -47.12% | Q1 2026 | Apr 30, 2026 |
| INVESTED ADVISORS | History | Reduced | 6,147 | 223 | 0.23% | 0.24% | 422 | -98 | -1.57% | Q1 2026 | Apr 29, 2026 |
| Graham Capital Management, L.P. | History | New | 6,019 | 219 | 0.01% | — | 425 | +6,019 | New | Q1 2026 | May 15, 2026 |
| BFSG, LLC | History | Added to | 6,037 | 219 | 0.02% | 0.02% | 423 | +50 | 0.84% | Q1 2026 | Apr 28, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Reduced | 6,014 | 219 | 0.0% | 0.0% | 424 | -2 | -0.03% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 6,011 | 218 | 0.0% | 0.0% | 426 | +1,019 | 20.41% | Q1 2026 | May 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 5,923 | 215 | 0.01% | 0.01% | 427 | -9 | -0.15% | Q1 2026 | Apr 20, 2026 |
| Avantax Planning Partners, Inc. | History | Reduced | 5,740 | 209 | 0.01% | 0.02% | 428 | -9,213 | -61.61% | Q1 2026 | May 04, 2026 |
| Guardian Partners Inc. | History | New | 5,731 | 208 | 0.02% | — | 429 | +5,731 | New | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 5,705 | 207 | 0.01% | 0.01% | 430 | +254 | 4.66% | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 5,644 | 205 | 0.0% | 0.0% | 431 | +1,516 | 36.72% | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | New | 5,589 | 203 | 0.01% | — | 434 | +5,589 | New | Q1 2026 | May 13, 2026 |
| Stone House Investment Management, LLC | History | Added to | 5,586 | 203 | 0.04% | 0.03% | 432 | +28 | 0.5% | Q1 2026 | Apr 22, 2026 |
| Quantum Portfolio Management LLC | History | No change | 5,579 | 203 | 0.09% | 0.09% | 433 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Convergence Financial, LLC | History | New | 5,520 | 201 | 0.02% | — | 437 | +5,520 | New | Q1 2026 | May 11, 2026 |
| Harvest Investment Services, LLC | History | Reduced | 5,519 | 201 | 0.04% | 0.04% | 435 | -71 | -1.27% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Added to | 5,546 | 201 | 0.02% | 0.02% | 436 | +29 | 0.53% | Q1 2026 | May 07, 2026 |
| IHT Wealth Management, LLC | History | Reduced | 5,512 | 200 | 0.0% | 0.01% | 438 | -54 | -0.97% | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 5,285 | 194 | 0.0% | 0.0% | 439 | +262 | 5.22% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 5,307 | 193 | 0.0% | 0.0% | 440 | -447 | -7.77% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 5,275 | 192 | 0.0% | 0.0% | 441 | +296 | 5.94% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 5,143 | 187 | 0.0% | 0.0% | 442 | -8 | -0.16% | Q1 2026 | Apr 24, 2026 |
| OP Asset Management Ltd | History | New | 4,959 | 180 | 0.0% | — | 444 | +4,959 | New | Q1 2026 | Apr 10, 2026 |
| New Age Alpha Advisors, LLC | History | New | 4,953 | 180 | 0.01% | — | 443 | +4,953 | New | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 4,447 | 161 | 0.0% | 0.01% | 445 | -4,573 | -50.7% | Q1 2026 | May 13, 2026 |
| CERTUITY, LLC | History | Reduced | 4,346 | 158 | 0.01% | 0.02% | 446 | -3,878 | -47.15% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 4,330 | 157 | 0.0% | 0.0% | 447 | +920 | 26.98% | Q1 2026 | May 11, 2026 |
| Hartford Financial Management Inc. | History | No change | 3,754 | 136 | 0.03% | 0.04% | 448 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Larson Financial Group LLC | History | Added to | 3,628 | 132 | 0.0% | 0.0% | 449 | +402 | 12.46% | Q1 2026 | May 15, 2026 |
| ST GERMAIN D J CO INC | History | No change | 3,600 | 131 | 0.01% | 0.01% | 450 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Missouri Trust & Investment Co | History | No change | 3,600 | 131 | 0.04% | 0.04% | 451 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 3,559 | 129 | 0.0% | 0.0% | 452 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | Added to | 3,485 | 127 | 0.04% | 0.04% | 453 | +300 | 9.42% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,434 | 125 | 0.0% | 0.0% | 454 | +276 | 8.74% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Asset Management, LLC | History | Reduced | 3,200 | 116 | 0.01% | 0.01% | 455 | -150 | -4.48% | Q1 2026 | May 06, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 3,050 | 111 | 0.0% | 0.0% | 456 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Security National Bank | History | No change | 3,018 | 109 | 0.02% | 0.02% | 457 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SITTNER & NELSON, LLC | History | New | 2,991 | 108 | 0.04% | — | 458 | +2,991 | New | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,881 | 104 | 0.0% | 0.0% | 459 | -2,003 | -41.01% | Q1 2026 | Apr 20, 2026 |
| Quarry LP | History | Added to | 2,820 | 102 | 0.02% | 0.01% | 460 | +715 | 33.97% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 2,735 | 98 | 0.0% | 0.01% | 461 | -104 | -3.66% | Q1 2026 | Apr 27, 2026 |
| MAI Capital Management | History | Added to | 2,456 | 89 | 0.0% | 0.0% | 462 | +460 | 23.05% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 2,401 | 87 | 0.01% | 0.01% | 463 | -2,491 | -50.92% | Q1 2026 | Apr 28, 2026 |
| Vision Retirement, LLC | History | New | 2,411 | 87 | 0.02% | — | 464 | +2,411 | New | Q1 2026 | May 07, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 2,379 | 86 | 0.0% | 0.0% | 465 | -932 | -28.15% | Q1 2026 | Apr 07, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 2,176 | 79 | 0.01% | 0.02% | 467 | -448 | -17.07% | Q1 2026 | May 06, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 2,192 | 79 | 0.0% | 0.0% | 466 | -77 | -3.39% | Q1 2026 | Apr 17, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,098 | 77 | 0.0% | 0.0% | 468 | +700 | 50.07% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,042 | 76 | 0.0% | 0.0% | 469 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,968 | 72 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 1,875 | 68 | 0.0% | 0.0% | 471 | +25 | 1.35% | Q1 2026 | Apr 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 1,800 | 65 | 0.0% | — | 473 | +1,800 | New | Q1 2026 | Apr 14, 2026 |
| Fairman Group, LLC | History | No change | 1,785 | 65 | 0.06% | 0.05% | 472 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Atlantic Edge Private Wealth Management, LLC | History | No change | 1,765 | 64 | 0.02% | 0.02% | 474 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CENTRAL TRUST Co | History | Reduced | 1,582 | 57 | 0.0% | 0.0% | 475 | -257 | -13.97% | Q1 2026 | Apr 17, 2026 |
| Colonial Trust Co / SC | History | Reduced | 1,500 | 54 | 0.01% | 0.01% | 477 | -500 | -25.0% | Q1 2026 | May 12, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,500 | 54 | 0.01% | 0.01% | 476 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HM PAYSON & CO | History | Added to | 1,393 | 50 | 0.0% | 0.0% | 478 | +1,326 | 1979.1% | Q1 2026 | Apr 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,360 | 49 | 0.03% | 0.01% | 479 | +130 | 10.57% | Q1 2026 | May 01, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 1,275 | 46 | 0.04% | 0.05% | 480 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Golden State Wealth Management, LLC | History | No change | 1,258 | 45 | 0.0% | 0.0% | 481 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Bare Financial Services, Inc | History | No change | 1,232 | 44 | 0.01% | 0.01% | 482 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 1,175 | 42 | 0.01% | 0.01% | 483 | +387 | 49.11% | Q1 2026 | May 08, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 1,102 | 41 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 1,116 | 40 | 0.0% | 0.0% | 485 | -359 | -24.34% | Q1 2026 | May 07, 2026 |
| FLAGSHIP WEALTH ADVISORS, LLC | History | No change | 1,049 | 39 | 0.01% | 0.01% | 486 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,066 | 38 | 0.0% | 0.0% | 487 | +915 | 605.96% | Q1 2026 | May 15, 2026 |
| Kimelman & Baird, LLC | History | No change | 1,050 | 38 | 0.0% | 0.0% | 488 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Employees Retirement System of Texas | History | New | 1,019 | 37 | 0.0% | — | 489 | +1,019 | New | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1,014 | 36 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 1,000 | 36 | 0.01% | 0.01% | 491 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Caitlin John, LLC | History | Added to | 978 | 35 | 0.02% | 0.02% | 492 | +1 | 0.1% | Q1 2026 | May 13, 2026 |
| CX Institutional | History | Added to | 920 | 34 | 0.0% | 0.0% | 495 | +9 | 0.99% | Q1 2026 | Apr 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 939 | 34 | 0.0% | 0.0% | 493 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 949 | 34 | 0.0% | 0.0% | 494 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 913 | 33 | 0.0% | 0.0% | 496 | +189 | 26.1% | Q1 2026 | May 11, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 916 | 33 | 0.02% | 0.03% | 497 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Altshuler Shaham Ltd | History | Added to | 880 | 32 | 0.0% | 0.0% | 498 | +236 | 36.65% | Q1 2026 | May 18, 2026 |
| Versant Capital Management, Inc | History | Added to | 871 | 31 | 0.0% | 0.0% | 499 | +335 | 62.5% | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 812 | 29 | 0.0% | 0.0% | 501 | +104 | 14.69% | Q1 2026 | Apr 24, 2026 |
| WPG Advisers, LLC | History | Reduced | 822 | 29 | 0.02% | 0.02% | 502 | -78 | -8.67% | Q1 2026 | Apr 29, 2026 |
| Manchester Capital Management LLC | History | No change | 818 | 29 | 0.0% | 0.0% | 500 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 787 | 28 | 0.0% | — | 505 | +787 | New | Q1 2026 | May 07, 2026 |
| LRI Investments, LLC | History | No change | 786 | 28 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Motiv8 Investments LLC | History | No change | 742 | 28 | 0.02% | 0.02% | 504 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MATHER GROUP, LLC. | History | New | 716 | 26 | 0.0% | — | 509 | +716 | New | Q1 2026 | Apr 13, 2026 |
| Bogart Wealth, LLC | History | Added to | 715 | 26 | 0.0% | 0.0% | 507 | +41 | 6.08% | Q1 2026 | Apr 28, 2026 |
| Heritage Wealth Advisors | History | No change | 720 | 26 | 0.0% | 0.0% | 506 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caldwell Trust Co | History | No change | 741 | 26 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 699 | 25 | 0.0% | 0.0% | 510 | -172 | -19.75% | Q1 2026 | Apr 30, 2026 |
| Elevated Capital Advisors, LLC | History | Reduced | 660 | 24 | 0.01% | 0.09% | 512 | -9,446 | -93.47% | Q1 2026 | Apr 30, 2026 |
| Asset Dedication, LLC | History | No change | 642 | 24 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| ALERUS FINANCIAL NA | History | No change | 645 | 23 | 0.0% | 0.0% | 513 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 625 | 22 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Morton Brown Family Wealth, LLC | History | No change | 627 | 22 | 0.01% | 0.01% | 515 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| United Community Bank | History | Reduced | 595 | 21 | 0.01% | 0.03% | 517 | -1,480 | -71.33% | Q1 2026 | Apr 24, 2026 |
| WHITTIER TRUST CO | History | No change | 600 | 21 | 0.0% | 0.0% | 516 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Covestor Ltd | History | Reduced | 549 | 20 | 0.01% | 0.01% | 518 | -180 | -24.69% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | Added to | 561 | 20 | 0.01% | 0.0% | 519 | +87 | 18.35% | Q1 2026 | Apr 13, 2026 |
| Western Wealth Management, LLC | History | New | 542 | 19 | 0.0% | — | 520 | +542 | New | Q1 2026 | May 19, 2026 |
| Fortis Group Advisors, LLC | History | No change | 515 | 18 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ORG Partners LLC | History | No change | 500 | 18 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Bayforest Capital Ltd | History | Reduced | 487 | 17 | 0.02% | 0.02% | 524 | -261 | -34.89% | Q1 2026 | Apr 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 459 | 17 | 0.0% | 0.0% | 523 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 458 | 16 | 0.0% | 0.0% | 525 | +154 | 50.66% | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 465 | 16 | 0.0% | 0.0% | 526 | +86 | 22.69% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 385 | 14 | 0.0% | — | 529 | +385 | New | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 402 | 14 | 0.0% | 0.0% | 527 | +47 | 13.24% | Q1 2026 | May 13, 2026 |
| FNY Investment Advisers, LLC | History | No change | 400 | 14 | 0.01% | 0.0% | 528 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| North Star Investment Management Corp. | History | No change | 365 | 13 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | No change | 380 | 13 | 0.0% | 0.0% | 531 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Private Wealth Management Group, LLC | History | No change | 367 | 13 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Clearstead Trust, LLC | History | No change | 351 | 12 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | No change | 340 | 12 | 0.0% | 0.0% | 534 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Addison Advisors LLC | History | Added to | 326 | 11 | 0.0% | 0.0% | 537 | +133 | 68.91% | Q1 2026 | May 08, 2026 |
| Financial Management Professionals, Inc. | History | Added to | 317 | 11 | 0.0% | 0.0% | 536 | +3 | 0.96% | Q1 2026 | Apr 15, 2026 |
| Estabrook Capital Management | History | No change | 322 | 11 | 0.0% | 0.0% | 535 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 296 | 10 | 0.01% | — | 539 | +296 | New | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | No change | 294 | 10 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | Added to | 252 | 9 | 0.0% | — | 541 | +230 | 1045.45% | Q1 2026 | Apr 29, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | No change | 254 | 9 | 0.0% | 0.0% | 540 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 229 | 8 | 0.0% | 0.0% | 543 | +199 | 663.33% | Q1 2026 | Apr 06, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 244 | 8 | 0.0% | 0.0% | 542 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Elequin Capital, LP | History | Reduced | 215 | 7 | 0.0% | 0.0% | 546 | -342 | -61.4% | Q1 2026 | May 11, 2026 |
| Community Financial Services Group, LLC | History | New | 216 | 7 | 0.0% | — | 547 | +216 | New | Q1 2026 | Apr 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 199 | 7 | 0.0% | — | 548 | +199 | New | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 195 | 7 | 0.0% | 0.0% | 544 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Triumph Capital Management | History | No change | 203 | 7 | 0.0% | 0.0% | 545 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wall Street Financial Group, Inc. | History | New | 166 | 6 | 0.0% | — | 552 | +166 | New | Q1 2026 | May 05, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 171 | 6 | 0.0% | 0.0% | 551 | +55 | 47.41% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 168 | 6 | 0.0% | 0.0% | 549 | +5 | 3.07% | Q1 2026 | May 13, 2026 |
| High Note Wealth, LLC | History | No change | 190 | 6 | 0.0% | 0.0% | 550 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 141 | 5 | 0.0% | 0.0% | 553 | +17 | 13.71% | Q1 2026 | Apr 17, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 167 | 5 | 0.0% | 0.0% | 554 | +4 | 2.45% | Q1 2026 | May 06, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 116 | 4 | 0.0% | — | 562 | +116 | New | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Added to | 137 | 4 | 0.0% | 0.0% | 559 | +90 | 191.49% | Q1 2026 | Apr 15, 2026 |
| Sachetta, LLC | History | Added to | 131 | 4 | 0.0% | 0.0% | 560 | +67 | 104.69% | Q1 2026 | May 01, 2026 |
| J.Safra Asset Management Corp | History | Added to | 110 | 4 | 0.0% | 0.0% | 557 | +49 | 80.33% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 118 | 4 | 0.0% | 0.0% | 556 | -46 | -28.05% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 127 | 4 | 0.0% | 0.0% | 555 | +41 | 47.67% | Q1 2026 | May 07, 2026 |
| Inspire Investing, LLC | History | No change | 122 | 4 | 0.0% | 0.0% | 558 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ares Financial Consulting, LLC | History | No change | 137 | 4 | 0.0% | 0.0% | 561 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Signature Resources Capital Management, LLC | History | New | 103 | 3 | 0.0% | — | 566 | +103 | New | Q1 2026 | May 01, 2026 |
| BAYBAN | History | New | 83 | 3 | 0.0% | — | 567 | +83 | New | Q1 2026 | Apr 24, 2026 |
| West Financial Advisors, LLC | History | Added to | 104 | 3 | 0.0% | 0.0% | 564 | +1 | 0.97% | Q1 2026 | Apr 08, 2026 |
| McIlrath & Eck, LLC | History | No change | 100 | 3 | 0.0% | 0.0% | 563 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 97 | 3 | 0.0% | 0.0% | 565 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 75 | 2 | 0.0% | 0.0% | 569 | -818 | -91.6% | Q1 2026 | May 06, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 68 | 2 | 0.0% | — | 568 | +46 | 209.09% | Q1 2026 | Apr 17, 2026 |
| Strive Financial Group ,LLC | History | Reduced | 44 | 2 | 0.0% | 0.0% | 572 | -30 | -40.54% | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 570 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 57 | 2 | 0.0% | 0.0% | 571 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | Reduced | 44 | 1 | 0.0% | 0.0% | 579 | -968 | -95.65% | Q1 2026 | Apr 22, 2026 |
| IMA Advisory Services, Inc. | History | Reduced | 54 | 1 | 0.0% | 0.0% | 575 | -61 | -53.04% | Q1 2026 | May 06, 2026 |
| First Pacific Financial | History | New | 51 | 1 | 0.0% | — | 588 | +51 | New | Q1 2026 | Apr 23, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 49 | 1 | 0.0% | — | 589 | +49 | New | Q1 2026 | Apr 14, 2026 |
| NBT BANK N A /NY | History | New | 36 | 1 | 0.0% | — | 587 | +36 | New | Q1 2026 | Apr 28, 2026 |
| Whipplewood Advisors, LLC | History | New | 28 | 1 | 0.0% | — | 590 | +28 | New | Q1 2026 | Apr 30, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 32 | 1 | 0.0% | — | 580 | +12 | 60.0% | Q1 2026 | Apr 23, 2026 |
| Signature Equity Partners, LLC | History | Added to | 46 | 1 | 0.0% | 0.0% | 586 | +5 | 12.2% | Q1 2026 | May 13, 2026 |
| SouthState Bank Corp | History | No change | 50 | 1 | 0.0% | 0.0% | 573 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Coastline Trust Co | History | No change | 30 | 1 | 0.0% | 0.0% | 574 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 45 | 1 | 0.0% | 0.0% | 576 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Archer Investment Corp | History | No change | 30 | 1 | 0.0% | 0.0% | 577 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Team Financial Group, LLC | History | No change | 43 | 1 | 0.0% | 0.0% | 578 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cromwell Holdings LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 581 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Nemes Rush Group LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 582 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 31 | 1 | 0.0% | 0.0% | 583 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WealthCollab, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 584 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kilter Group LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 585 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,732,942 | -100.0% | Q1 2026 | May 15, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Closed out | 0 | 0 | — | 0.78% | — | -431,818 | -100.0% | Q1 2026 | May 14, 2026 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.64% | — | -319,000 | -100.0% | Q1 2026 | May 06, 2026 |
| St. James Investment Company, LLC | History | Closed out | 0 | 0 | — | 1.42% | — | -236,712 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -211,187 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -191,802 | -100.0% | Q1 2026 | May 05, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.17% | — | -159,676 | -100.0% | Q1 2026 | May 18, 2026 |
| Hartree Partners, LP | History | Closed out | 0 | 0 | — | 1.62% | — | -119,300 | -100.0% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -94,302 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -93,384 | -100.0% | Q1 2026 | May 15, 2026 |
| HOURGLASS CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.7% | — | -87,030 | -100.0% | Q1 2026 | May 04, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Closed out | 0 | 0 | — | 0.07% | — | -82,360 | -100.0% | Q1 2026 | May 11, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -79,319 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -78,449 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Coppell Advisory Solutions LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -76,757 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -67,215 | -100.0% | Q1 2026 | May 15, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -63,802 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -61,166 | -100.0% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -49,455 | -100.0% | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -39,917 | -100.0% | Q1 2026 | May 12, 2026 |
| Convergence Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -39,131 | -100.0% | Q1 2026 | May 07, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -26,443 | -100.0% | Q1 2026 | Apr 27, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.26% | — | -19,133 | -100.0% | Q1 2026 | May 13, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -16,944 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.1% | — | -16,438 | -100.0% | Q1 2026 | May 12, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,263 | -100.0% | Q1 2026 | May 12, 2026 |
| Burns Matteson Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -16,029 | -100.0% | Q1 2026 | May 15, 2026 |
| Tevis Investment Management | History | Closed out | 0 | 0 | — | 0.31% | — | -15,520 | -100.0% | Q1 2026 | May 01, 2026 |
| PARK AVENUE SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,732 | -100.0% | Q1 2026 | Apr 07, 2026 |
| WRIGHT INVESTORS SERVICE INC | History | Closed out | 0 | 0 | — | 0.15% | — | -13,167 | -100.0% | Q1 2026 | Apr 29, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -11,028 | -100.0% | Q1 2026 | Apr 30, 2026 |
| J.W. COLE ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,615 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CreativeOne Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,184 | -100.0% | Q1 2026 | May 15, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -9,942 | -100.0% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,464 | -100.0% | Q1 2026 | May 14, 2026 |
| Moran Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,522 | -100.0% | Q1 2026 | Apr 27, 2026 |
| TECTONIC ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,038 | -100.0% | Q1 2026 | Apr 17, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.05% | — | -7,289 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.06% | — | -6,703 | -100.0% | Q1 2026 | May 15, 2026 |
| Salvus Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,410 | -100.0% | Q1 2026 | Apr 10, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -6,226 | -100.0% | Q1 2026 | Apr 29, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -6,159 | -100.0% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -5,783 | -100.0% | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,772 | -100.0% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,618 | -100.0% | Q1 2026 | May 08, 2026 |
| TCV Trust & Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -5,421 | -100.0% | Q1 2026 | Apr 21, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.0% | — | -5,420 | -100.0% | Q1 2026 | May 05, 2026 |
| Sunpointe, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -5,409 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -3,376 | -100.0% | Q1 2026 | May 11, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,883 | -100.0% | Q1 2026 | May 18, 2026 |
| Wealth Preservation Advisors, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -2,669 | -100.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -2,464 | -99.68% | Q1 2026 | May 14, 2026 |
| Beaird Harris Wealth Management, LLC | History | Reduced | 12 | 0 | — | 0.01% | — | -2,250 | -99.47% | Q1 2026 | May 14, 2026 |
| Quintet Private Bank (Europe) S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,880 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Torren Management, LLC | History | Reduced | 13 | 0 | — | 0.03% | — | -1,730 | -99.25% | Q1 2026 | Apr 30, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,262 | -100.0% | Q1 2026 | Apr 09, 2026 |
| V-Square Quantitative Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -876 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FIRST FINANCIAL CORP /IN/ | History | Closed out | 0 | 0 | — | 0.01% | — | -750 | -100.0% | Q1 2026 | Apr 07, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -616 | -100.0% | Q1 2026 | May 15, 2026 |
| William B. Walkup & Associates, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -560 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BOKF, NA | History | Closed out | 0 | 0 | — | 0.0% | — | -494 | -100.0% | Q1 2026 | May 08, 2026 |
| Leonteq Securities AG | History | Closed out | 0 | 0 | — | 0.0% | — | -152 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -84 | -100.0% | Q1 2026 | Apr 28, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -77 | -100.0% | Q1 2026 | May 15, 2026 |
| Camelot Portfolios, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 08, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | May 15, 2026 |
| Dunhill Financial, LLC | History | Added to | 22 | 0 | — | — | — | +18 | 450.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 18 | 0 | — | — | — | +17 | 1700.0% | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 11 | 0 | — | — | — | -15 | -57.69% | Q1 2026 | May 01, 2026 |
| Grove Bank & Trust | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 08, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 17, 2026 |
| TD Waterhouse Canada Inc. | History | Closed out | 0 | 0 | — | — | — | -12 | -100.0% | Q1 2026 | May 12, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 25 | 0 | — | — | — | +11 | 78.57% | Q1 2026 | Apr 14, 2026 |
| Atlantic Union Bankshares Corp | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FINANCIAL CONSULATE, INC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 21, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 13 | 0 | — | — | — | +3 | 30.0% | Q1 2026 | May 01, 2026 |
| CURIO WEALTH, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quaker Wealth Management, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| SHP Wealth Management | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| American Capital Advisory, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Hughes Financial Services, LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |