U-Haul Holding Co /NV/ - UHAL
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 9,710,627 | 457,057 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| YACKTMAN ASSET MANAGEMENT LP | History | Added to | 6,373,700 | 285,725 | 3.81% | 4.02% | 2 | +259,030 | 4.24% | Q1 2026 | May 01, 2026 |
| BlackRock, Inc. | History | Reduced | 5,085,096 | 228,626 | 0.0% | 0.0% | 3 | -49,434 | -0.96% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,820,015 | 216,876 | 0.05% | 0.04% | 4 | +379,283 | 8.54% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,810,754 | 216,154 | 0.01% | — | 5 | +4,810,754 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 4,527,674 | 202,266 | 0.01% | 0.01% | 6 | +303,729 | 7.19% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,198,763 | 188,661 | 0.01% | — | 7 | +4,198,763 | New | Q1 2026 | May 08, 2026 |
| ABRAMS CAPITAL MANAGEMENT, L.P. | History | No change | 3,287,870 | 146,982 | 3.17% | 2.71% | 8 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 3,171,129 | 141,654 | 0.44% | 0.45% | 9 | -55,703 | -1.73% | Q1 2026 | May 15, 2026 |
| Smead Capital Management, Inc. | History | Reduced | 2,146,425 | 95,880 | 2.09% | 2.39% | 10 | -320,586 | -12.99% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 2,075,647 | 93,268 | 0.0% | 0.0% | 11 | +131,179 | 6.75% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,940,990 | 87,188 | 0.01% | 0.01% | 12 | +48,738 | 2.58% | Q1 2026 | May 15, 2026 |
| REINHART PARTNERS, LLC. | History | Added to | 1,833,018 | 81,881 | 2.35% | 2.55% | 13 | +10,441 | 0.57% | Q1 2026 | Apr 13, 2026 |
| NORGES BANK | History | No change | 1,556,747 | 74,767 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Southpoint Capital Advisors LP | History | Reduced | 1,500,000 | 68,130 | 1.4% | 2.77% | 15 | -1,000,000 | -40.0% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 1,408,247 | 62,906 | 1.1% | 0.76% | 16 | +435,459 | 44.76% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,302,767 | 59,103 | 0.04% | 0.02% | 17 | +465,248 | 55.55% | Q1 2026 | May 15, 2026 |
| SCHARF INVESTMENTS, LLC | History | Reduced | 1,210,943 | 55,094 | 1.7% | 1.62% | 18 | -42,270 | -3.37% | Q1 2026 | Apr 13, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 970,663 | 43,359 | 0.07% | 0.07% | 19 | -67,350 | -6.49% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 840,194 | 37,531 | 0.01% | 0.01% | 20 | +55,528 | 7.08% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 795,282 | 36,524 | 0.02% | 0.01% | 21 | +393,276 | 97.83% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 681,782 | 30,641 | 0.01% | — | 22 | +681,782 | New | Q1 2026 | May 08, 2026 |
| Wallace Capital Management Inc. | History | New | 588,535 | 26,434 | 3.04% | — | 23 | +588,535 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 588,416 | 26,426 | 0.0% | 0.0% | 24 | -8,156 | -1.37% | Q1 2026 | May 14, 2026 |
| Bruce & Co., Inc. | History | No change | 525,900 | 23,721 | 6.78% | 7.71% | 25 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 514,139 | 23,525 | 0.0% | 0.0% | 26 | -171,710 | -25.04% | Q1 2026 | May 15, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 463,332 | 20,697 | 1.64% | 1.76% | 27 | -2,885 | -0.62% | Q1 2026 | May 06, 2026 |
| Tidal Investments LLC | History | Added to | 389,700 | 17,407 | 0.04% | 0.04% | 28 | +67,888 | 21.1% | Q1 2026 | May 15, 2026 |
| Tensile Capital Management LP | History | Added to | 381,395 | 17,036 | 2.44% | 0.61% | 29 | +283,000 | 287.62% | Q1 2026 | May 15, 2026 |
| DigitalBridge Group, Inc. | History | New | 347,900 | 15,540 | 0.98% | — | 30 | +347,900 | New | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 331,494 | 14,971 | 0.0% | 0.0% | 31 | +100,206 | 43.33% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 309,733 | 14,595 | 0.02% | 0.03% | 32 | -34,946 | -10.14% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 322,838 | 14,436 | 0.0% | 0.01% | 33 | -66,973 | -17.18% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 309,068 | 13,806 | 0.03% | 0.07% | 34 | -340,615 | -52.43% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 303,311 | 13,612 | 0.0% | 0.0% | 35 | +5,019 | 1.68% | Q1 2026 | May 05, 2026 |
| Ruffer LLP | History | Reduced | 299,133 | 13,399 | 0.55% | 0.65% | 36 | -5,819 | -1.91% | Q1 2026 | May 13, 2026 |
| Bayberry Capital Partners LP | History | Reduced | 290,000 | 12,954 | 4.01% | 6.14% | 37 | -124,154 | -29.98% | Q1 2026 | May 15, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | Added to | 284,375 | 12,703 | 2.06% | 2.2% | 38 | +25,129 | 9.69% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 281,151 | 12,665 | 0.0% | 0.0% | 39 | +28,723 | 11.38% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 261,571 | 11,684 | 0.01% | 0.01% | 40 | +142,943 | 120.5% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 252,694 | 11,447 | 0.0% | 0.0% | 41 | -18,676 | -6.88% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 246,268 | 11,344 | 0.03% | 0.02% | 42 | +130,560 | 112.84% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 231,635 | 11,067 | 0.05% | 0.01% | 43 | +155,918 | 205.92% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 244,864 | 10,938 | 0.25% | 0.29% | 44 | -19,834 | -7.49% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Added to | 225,000 | 10,098 | 0.01% | 0.01% | 45 | +800 | 0.36% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 209,284 | 9,999 | 0.01% | 0.01% | 46 | +38,513 | 22.55% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 210,958 | 9,455 | 0.0% | 0.0% | 47 | +1,142 | 0.54% | Q1 2026 | May 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 210,702 | 9,412 | 0.03% | 0.03% | 48 | +7,231 | 3.55% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 209,012 | 9,354 | 0.0% | 0.0% | 49 | +11,989 | 6.09% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 189,316 | 8,810 | 0.0% | 0.0% | 50 | +67,806 | 55.8% | Q1 2026 | May 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 174,400 | 8,791 | 0.02% | 0.02% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 183,800 | 8,781 | 0.23% | 0.24% | 52 | -34,000 | -15.61% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 186,871 | 8,637 | 0.0% | 0.0% | 53 | +34,289 | 22.47% | Q1 2026 | May 04, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 174,939 | 8,184 | 0.0% | 0.0% | 54 | -153,297 | -46.7% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 176,855 | 7,970 | 0.0% | 0.0% | 55 | +44,812 | 33.94% | Q1 2026 | Apr 30, 2026 |
| NFC Investments, LLC | History | Added to | 178,373 | 7,968 | 2.22% | 1.9% | 56 | +34,161 | 23.69% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 168,769 | 7,830 | 0.0% | 0.0% | 57 | +100,203 | 146.14% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 172,395 | 7,700 | 0.01% | 0.0% | 58 | +25,878 | 17.66% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 162,425 | 7,265 | 0.0% | 0.0% | 59 | -1,552 | -0.95% | Q1 2026 | May 11, 2026 |
| Vision Capital Management, Inc. | History | Added to | 157,141 | 7,019 | 0.89% | 0.88% | 60 | +202 | 0.13% | Q1 2026 | Apr 24, 2026 |
| Midwest Trust Co | History | Added to | 153,852 | 6,872 | 0.09% | 0.09% | 61 | +5,232 | 3.52% | Q1 2026 | May 01, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 151,169 | 6,776 | 0.0% | 0.0% | 62 | -13,319 | -8.1% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 137,554 | 6,572 | 0.01% | 0.0% | 63 | +77,866 | 130.46% | Q1 2026 | May 14, 2026 |
| Orvieto Partners, L.P. | History | Added to | 139,802 | 6,491 | 5.55% | 5.18% | 64 | +12,802 | 10.08% | Q1 2026 | May 14, 2026 |
| Harspring Capital Management, LLC | History | Reduced | 145,000 | 6,477 | 3.41% | 3.21% | 65 | -40,000 | -21.62% | Q1 2026 | May 13, 2026 |
| Oppenheimer & Close, LLC | History | Added to | 140,677 | 6,302 | 3.97% | 3.93% | 66 | +17,919 | 14.6% | Q1 2026 | May 12, 2026 |
| Kerrisdale Advisers, LLC | History | Added to | 139,946 | 6,290 | 2.39% | 1.52% | 67 | +71,991 | 105.94% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 121,199 | 5,452 | 0.01% | 0.0% | 68 | +16,572 | 15.84% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 120,117 | 5,366 | 0.43% | 0.36% | 69 | +21,978 | 22.39% | Q1 2026 | Apr 28, 2026 |
| Applied Fundamental Research, LLC | History | Reduced | 119,045 | 5,317 | 7.02% | 9.84% | 70 | -92,981 | -43.85% | Q1 2026 | May 13, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Added to | 117,166 | 5,233 | 0.77% | 0.8% | 71 | +1,832 | 1.59% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 106,464 | 4,778 | 0.0% | 0.0% | 72 | -2,023 | -1.86% | Q1 2026 | May 12, 2026 |
| CREDIT INDUSTRIEL ET COMMERCIAL | History | Added to | 104,698 | 4,676 | 0.36% | 0.24% | 73 | +38,364 | 57.83% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 97,659 | 4,605 | 0.0% | — | 74 | +97,659 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 99,743 | 4,551 | 0.0% | 0.0% | 75 | -133,523 | -57.24% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 95,655 | 4,294 | 0.0% | 0.0% | 76 | +9,386 | 10.88% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 88,540 | 4,230 | 0.15% | — | 77 | +88,540 | New | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 93,807 | 4,213 | 0.01% | 0.01% | 78 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 91,409 | 4,149 | 0.0% | 0.0% | 79 | -11,467 | -11.15% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 90,249 | 4,117 | 0.01% | 0.0% | 80 | +31,202 | 52.84% | Q1 2026 | May 15, 2026 |
| Diversified Investment Strategies, LLC | History | No change | 91,365 | 4,106 | 2.62% | 2.82% | 81 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 91,340 | 4,096 | 0.01% | 0.01% | 82 | -12,500 | -12.04% | Q1 2026 | May 11, 2026 |
| Deltroit Asset Management (UK) LLP | History | Reduced | 84,418 | 4,033 | 0.65% | 0.75% | 83 | -18,375 | -17.88% | Q1 2026 | May 15, 2026 |
| Skylands Capital, LLC | History | Added to | 87,410 | 3,910 | 0.51% | 0.44% | 84 | +18,700 | 27.22% | Q1 2026 | Apr 22, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 85,619 | 3,859 | 0.01% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Old West Investment Management, LLC | History | Reduced | 79,320 | 3,789 | 0.41% | 1.38% | 86 | -74,030 | -48.28% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 83,658 | 3,749 | 0.0% | 0.0% | 87 | -24,032 | -22.32% | Q1 2026 | May 08, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 80,661 | 3,603 | 0.91% | 0.74% | 88 | +18,631 | 30.04% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 79,643 | 3,483 | 0.0% | 0.0% | 89 | +12,583 | 18.76% | Q1 2026 | May 13, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 74,043 | 3,330 | 0.03% | 0.03% | 90 | -1,355 | -1.8% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 64,610 | 3,207 | 0.17% | 0.25% | 91 | -13,412 | -17.19% | Q1 2026 | May 15, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 71,682 | 3,202 | 0.01% | 0.01% | 92 | -26,441 | -26.95% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 65,314 | 2,955 | 0.0% | 0.0% | 93 | +491 | 0.76% | Q1 2026 | May 15, 2026 |
| Estuary Capital Management LP | History | Reduced | 64,800 | 2,894 | 0.48% | 2.82% | 94 | -275,052 | -80.93% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 60,516 | 2,846 | 0.02% | 0.03% | 95 | -65,310 | -51.91% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 61,773 | 2,759 | 0.01% | 0.0% | 96 | +2,103 | 3.52% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 59,574 | 2,661 | 0.1% | 0.12% | 97 | -16,856 | -22.05% | Q1 2026 | May 15, 2026 |
| RK Asset Management, LLC | History | No change | 54,679 | 2,566 | 2.42% | 2.42% | 98 | 0 | 0.0% | Q4 2025 | Jan 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 54,806 | 2,541 | 0.04% | 0.03% | 99 | +18,355 | 50.36% | Q1 2026 | May 12, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 55,684 | 2,505 | 0.34% | 0.43% | 100 | -647 | -1.15% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 53,731 | 2,454 | 0.04% | 0.09% | 101 | -16,898 | -23.93% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 54,900 | 2,452 | 0.19% | — | 102 | +54,900 | New | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 53,159 | 2,375 | 0.01% | 0.01% | 103 | +1,886 | 3.68% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 50,293 | 2,350 | 0.0% | 0.0% | 104 | +20,943 | 71.36% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 51,500 | 2,312 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SEI INVESTMENTS CO | History | Added to | 49,029 | 2,273 | 0.0% | 0.0% | 106 | +27,858 | 131.59% | Q1 2026 | May 13, 2026 |
| INKWELL CAPITAL LLC | History | Reduced | 49,012 | 2,189 | 2.23% | 2.35% | 107 | -476 | -0.96% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 47,965 | 2,146 | 0.0% | — | 108 | +47,965 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 47,532 | 2,134 | 0.02% | 0.02% | 109 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 46,580 | 2,109 | 0.0% | 0.0% | 110 | -5,339 | -10.28% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 47,029 | 2,100 | 0.01% | 0.01% | 111 | -1,137 | -2.36% | Q1 2026 | May 05, 2026 |
| ROBOTTI ROBERT | History | Added to | 47,000 | 2,099 | 0.33% | 0.34% | 112 | +7,000 | 17.5% | Q1 2026 | May 13, 2026 |
| GRATIA CAPITAL, LLC | History | New | 46,500 | 2,077 | 0.91% | — | 114 | +46,500 | New | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 43,486 | 2,077 | 0.01% | 0.01% | 113 | +9,551 | 28.14% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 43,209 | 2,010 | 0.0% | 0.0% | 115 | -21,994 | -33.73% | Q1 2026 | May 11, 2026 |
| Trexquant Investment LP | History | Reduced | 41,395 | 1,977 | 0.01% | 0.03% | 116 | -19,141 | -31.62% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Added to | 41,968 | 1,875 | 0.0% | 0.0% | 117 | +2,277 | 5.74% | Q1 2026 | May 07, 2026 |
| Chemistry Wealth Management LLC | History | Added to | 41,320 | 1,845 | 0.32% | 0.34% | 118 | +2,879 | 7.49% | Q1 2026 | Apr 09, 2026 |
| Ethic Inc. | History | Added to | 40,378 | 1,820 | 0.03% | 0.03% | 119 | +1,071 | 2.72% | Q1 2026 | Apr 27, 2026 |
| Virtu Financial LLC | History | Added to | 38,012 | 1,816 | 0.08% | 0.07% | 120 | +3,853 | 11.28% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 39,845 | 1,779 | 0.0% | 0.01% | 121 | -211,455 | -84.14% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 36,931 | 1,726 | 0.0% | 0.0% | 122 | -1,794 | -4.63% | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | Reduced | 37,708 | 1,700 | 0.06% | 0.07% | 123 | -1,660 | -4.22% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 38,030 | 1,698 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LPL Financial LLC | History | Reduced | 36,862 | 1,673 | 0.0% | 0.0% | 125 | -10,072 | -21.46% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | Reduced | 35,269 | 1,619 | 0.0% | 0.0% | 126 | -9,286 | -20.84% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 35,797 | 1,599 | 0.02% | — | 127 | +35,797 | New | Q1 2026 | Apr 23, 2026 |
| Lakewood Asset Management LLC | History | Reduced | 35,612 | 1,590 | 1.02% | 1.25% | 128 | -9,917 | -21.78% | Q1 2026 | Apr 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 35,143 | 1,587 | 0.01% | 0.0% | 129 | +2,389 | 7.29% | Q1 2026 | May 14, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 33,693 | 1,505 | 0.19% | 0.27% | 130 | +3,329 | 10.96% | Q1 2026 | May 18, 2026 |
| Ancora Advisors LLC | History | Added to | 33,674 | 1,504 | 0.03% | 0.02% | 131 | +8,350 | 32.97% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 32,341 | 1,444 | 0.13% | 0.33% | 132 | -123,726 | -79.28% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | Added to | 29,920 | 1,429 | 0.53% | 0.25% | 133 | +17,542 | 141.72% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 28,675 | 1,344 | 0.0% | 0.0% | 134 | -3,874 | -11.9% | Q1 2026 | May 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 29,969 | 1,338 | 0.0% | — | 135 | +29,969 | New | Q1 2026 | May 08, 2026 |
| Hyperion Capital Advisors LP | History | Added to | 29,573 | 1,321 | 0.64% | 0.52% | 136 | +6,773 | 29.71% | Q1 2026 | May 14, 2026 |
| FIRST FOUNDATION ADVISORS | History | New | 29,166 | 1,302 | 0.05% | — | 137 | +29,166 | New | Q1 2026 | May 04, 2026 |
| Arizona State Retirement System | History | Reduced | 29,084 | 1,299 | 0.01% | 0.01% | 138 | -570 | -1.92% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 28,600 | 1,278 | 0.0% | 0.0% | 139 | +8,015 | 38.94% | Q1 2026 | Apr 22, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 28,254 | 1,262 | 0.13% | 0.13% | 140 | -11,800 | -29.46% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 28,133 | 1,256 | 0.01% | 0.01% | 141 | -12,989 | -31.59% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 28,017 | 1,251 | 0.01% | — | 142 | +28,017 | New | Q1 2026 | May 11, 2026 |
| Fieldview Capital Management, LLC | History | Reduced | 27,589 | 1,232 | 0.36% | 0.32% | 143 | -12,779 | -31.66% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 27,327 | 1,226 | 0.0% | 0.0% | 144 | +4,589 | 20.18% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 26,962 | 1,204 | 0.0% | 0.0% | 145 | +4,507 | 20.07% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 25,500 | 1,139 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 24,325 | 1,136 | 0.0% | 0.0% | 147 | -11,537 | -32.17% | Q1 2026 | May 12, 2026 |
| RBF Capital, LLC | History | No change | 25,200 | 1,125 | 0.05% | 0.05% | 148 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 25,000 | 1,122 | 0.0% | 0.0% | 149 | +700 | 2.88% | Q1 2026 | Apr 29, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 24,874 | 1,102 | 0.0% | 0.0% | 150 | +18,921 | 317.84% | Q1 2026 | Apr 30, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 22,918 | 1,058 | 0.1% | 0.03% | 151 | +15,286 | 200.29% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 19,998 | 955 | 0.0% | 0.01% | 152 | -36,609 | -64.67% | Q1 2026 | May 15, 2026 |
| Gem Investment Advisors, LLC | History | Reduced | 20,335 | 908 | 0.89% | 1.15% | 153 | -5,735 | -22.0% | Q1 2026 | May 14, 2026 |
| Institute for Wealth Management, LLC. | History | Added to | 20,102 | 897 | 0.1% | 0.05% | 154 | +9,651 | 92.35% | Q1 2026 | May 13, 2026 |
| Atria Investments, Inc | History | Added to | 18,917 | 845 | 0.01% | 0.01% | 155 | +657 | 3.6% | Q1 2026 | May 05, 2026 |
| Lodestone Wealth Management LLC | History | Added to | 18,617 | 831 | 0.33% | 0.35% | 156 | +159 | 0.86% | Q1 2026 | May 01, 2026 |
| Camelot Portfolios, LLC | History | Reduced | 18,117 | 809 | 0.6% | 0.54% | 157 | -603 | -3.22% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Reduced | 18,020 | 805 | 0.0% | 0.01% | 158 | -84,391 | -82.4% | Q1 2026 | Apr 16, 2026 |
| Aquatic Capital Management LLC | History | Added to | 17,648 | 788 | 0.02% | 0.01% | 159 | +10,665 | 152.73% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 17,175 | 767 | 0.0% | 0.0% | 160 | +1,068 | 6.63% | Q1 2026 | Apr 22, 2026 |
| Edgestream Partners, L.P. | History | Added to | 16,976 | 758 | 0.02% | 0.01% | 161 | +10,341 | 155.86% | Q1 2026 | May 18, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 16,772 | 752 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 16,772 | 725 | 0.13% | 0.09% | 163 | +3,650 | 27.82% | Q1 2026 | May 12, 2026 |
| INCEPTIONR LLC | History | New | 14,840 | 709 | 0.17% | — | 164 | +14,840 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 15,597 | 696 | 0.0% | 0.0% | 165 | -281 | -1.77% | Q1 2026 | May 15, 2026 |
| MCDONALD PARTNERS LLC | History | Added to | 14,425 | 689 | 0.16% | 0.23% | 166 | +100 | 0.7% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 13,716 | 655 | 0.0% | 0.0% | 167 | -8,394 | -37.96% | Q1 2026 | May 14, 2026 |
| MAVERICK CAPITAL LTD | History | New | 13,621 | 650 | 0.01% | — | 168 | +13,621 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,455 | 634 | 0.0% | 0.0% | 169 | -43 | -0.32% | Q1 2026 | May 15, 2026 |
| Private Capital Management, LLC | History | New | 13,200 | 630 | 0.06% | — | 170 | +13,200 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,895 | 620 | 0.0% | 0.0% | 171 | -2,098 | -13.12% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 13,557 | 605 | 0.01% | 0.0% | 172 | +684 | 5.31% | Q1 2026 | May 13, 2026 |
| AXQ CAPITAL, LP | History | Added to | 12,970 | 602 | 0.08% | 0.08% | 173 | +4,995 | 62.63% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 13,290 | 593 | 0.0% | 0.0% | 174 | -2,842 | -17.62% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 12,053 | 574 | 0.0% | 0.0% | 177 | -61,439 | -83.6% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 12,477 | 574 | 0.0% | 0.0% | 175 | -24,469 | -66.23% | Q1 2026 | May 12, 2026 |
| Claret Asset Management Corp | History | Reduced | 12,859 | 574 | 0.07% | 0.07% | 176 | -7 | -0.05% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 12,550 | 568 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 12,564 | 561 | 0.0% | 0.0% | 179 | +1,130 | 9.88% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 12,408 | 554 | 0.0% | 0.0% | 180 | -61 | -0.49% | Q1 2026 | May 15, 2026 |
| Lipe & Dalton | History | Reduced | 12,190 | 545 | 0.29% | 0.34% | 181 | -2,475 | -16.88% | Q1 2026 | Apr 29, 2026 |
| GREENLEAF TRUST | History | No change | 11,921 | 532 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| XPONANCE LLC | History | Added to | 11,219 | 501 | 0.0% | 0.0% | 183 | +2,229 | 24.79% | Q1 2026 | May 13, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 10,382 | 496 | 0.01% | — | 184 | +10,382 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 10,866 | 485 | 0.0% | 0.0% | 185 | -586 | -5.12% | Q1 2026 | Apr 27, 2026 |
| Clearbridge Investments, LLC | History | Added to | 10,000 | 477 | 0.0% | 0.0% | 186 | +3,300 | 49.25% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,653 | 476 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 10,637 | 475 | 0.0% | 0.0% | 188 | -41,251 | -79.5% | Q1 2026 | May 15, 2026 |
| Bristlecone Value Partners, LLC | History | Reduced | 10,561 | 471 | 0.41% | 0.59% | 189 | -401 | -3.66% | Q1 2026 | May 08, 2026 |
| Blueshift Asset Management, LLC | History | New | 9,690 | 462 | 0.14% | — | 190 | +9,690 | New | Q1 2026 | May 14, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 10,309 | 460 | 0.11% | 0.11% | 191 | +311 | 3.11% | Q1 2026 | Apr 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 10,154 | 454 | 0.0% | 0.0% | 192 | +4,868 | 92.09% | Q1 2026 | May 14, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 9,261 | 442 | 0.1% | 0.13% | 193 | -1,312 | -12.41% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 9,372 | 417 | 0.0% | 0.0% | 194 | -3,406 | -26.66% | Q1 2026 | May 13, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | History | Added to | 9,235 | 412 | 0.14% | 0.14% | 195 | +205 | 2.27% | Q1 2026 | Apr 02, 2026 |
| Engineers Gate Manager LP | History | Reduced | 8,590 | 410 | 0.01% | 0.01% | 196 | -12,861 | -59.96% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Reduced | 9,120 | 407 | 0.02% | 0.03% | 197 | -1,989 | -17.9% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 8,480 | 405 | 0.01% | 0.01% | 198 | +715 | 9.21% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 8,741 | 391 | 0.0% | 0.0% | 199 | -5,248 | -37.52% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 8,659 | 389 | 0.0% | 0.0% | 200 | +125 | 1.46% | Q1 2026 | May 14, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 8,590 | 383 | 0.03% | — | 201 | +8,590 | New | Q1 2026 | May 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 8,500 | 379 | 0.06% | 0.09% | 202 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Added to | 7,860 | 375 | 0.04% | 0.01% | 203 | +5,366 | 215.16% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,795 | 372 | 0.0% | 0.0% | 204 | +1,129 | 16.94% | Q1 2026 | May 15, 2026 |
| Autumn Glory Partners, LLC | History | New | 8,252 | 368 | 0.14% | — | 205 | +8,252 | New | Q1 2026 | May 04, 2026 |
| Carnegie Lake Advisors LLC | History | No change | 7,545 | 360 | 0.14% | 0.14% | 206 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,941 | 357 | 0.0% | 0.0% | 207 | +114 | 1.46% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 7,088 | 338 | 0.0% | 0.0% | 208 | -3,308 | -31.82% | Q1 2026 | May 05, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 7,441 | 332 | 0.0% | — | 209 | +7,441 | New | Q1 2026 | May 08, 2026 |
| AlphaQuest LLC | History | No change | 6,368 | 321 | 0.02% | 0.02% | 210 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Steadtrust LLC | History | Reduced | 7,180 | 320 | 0.18% | 0.4% | 211 | -6,640 | -48.05% | Q1 2026 | Apr 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 6,887 | 309 | 0.0% | 0.0% | 213 | -1,944 | -22.01% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 6,482 | 309 | 0.0% | 0.0% | 212 | +1,561 | 31.72% | Q1 2026 | May 14, 2026 |
| DnB Asset Management AS | History | New | 6,762 | 302 | 0.0% | — | 214 | +6,762 | New | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 6,222 | 297 | 0.0% | 0.0% | 215 | -18,195 | -74.52% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | New | 5,913 | 283 | 0.01% | — | 216 | +5,913 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 6,137 | 276 | 0.0% | 0.0% | 217 | -76 | -1.22% | Q1 2026 | Apr 30, 2026 |
| Red Door Wealth Management, LLC | History | No change | 6,200 | 276 | 0.03% | 0.03% | 218 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Janney Capital Management LLC | History | No change | 5,854 | 274 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,083 | 272 | 0.0% | 0.0% | 220 | -1,297 | -17.57% | Q1 2026 | May 08, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 5,691 | 271 | 0.0% | 0.0% | 221 | +789 | 16.1% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 5,530 | 264 | 0.04% | — | 224 | +5,530 | New | Q1 2026 | May 15, 2026 |
| Amundi | History | Reduced | 5,915 | 264 | 0.0% | 0.0% | 222 | -4,154 | -41.26% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 5,932 | 264 | 0.0% | 0.0% | 223 | -1,292 | -17.88% | Q1 2026 | Apr 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 5,856 | 261 | 0.0% | 0.0% | 225 | -469 | -7.42% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,741 | 256 | 0.0% | 0.0% | 226 | +338 | 6.26% | Q1 2026 | May 13, 2026 |
| Intellectus Partners, LLC | History | Added to | 5,263 | 251 | 0.05% | 0.05% | 227 | +26 | 0.5% | Q1 2026 | Apr 10, 2026 |
| Marble Wealth, LLC | History | Added to | 5,395 | 240 | 0.04% | 0.03% | 228 | +636 | 13.36% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 5,355 | 239 | 0.0% | 0.0% | 229 | +650 | 13.82% | Q1 2026 | Apr 30, 2026 |
| Ellevest, Inc. | History | New | 5,350 | 238 | 0.03% | — | 231 | +5,350 | New | Q1 2026 | May 11, 2026 |
| Utah Retirement Systems | History | No change | 5,329 | 238 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 4,917 | 234 | 0.0% | 0.0% | 232 | -1,743 | -26.17% | Q1 2026 | Apr 30, 2026 |
| VIAWEALTH, LLC | History | Added to | 5,131 | 229 | 0.13% | 0.13% | 233 | +76 | 1.5% | Q1 2026 | May 11, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 4,600 | 219 | 0.0% | 0.0% | 234 | -48,100 | -91.27% | Q1 2026 | May 14, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 4,772 | 213 | 0.08% | 0.13% | 235 | -2,302 | -32.54% | Q1 2026 | Apr 30, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,687 | 209 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Holocene Advisors, LP | History | Reduced | 4,647 | 207 | 0.0% | 0.0% | 237 | -33,154 | -87.71% | Q1 2026 | May 15, 2026 |
| Net Worth Advisory Group | History | Reduced | 4,336 | 207 | 0.04% | 0.05% | 238 | -579 | -11.78% | Q1 2026 | May 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,599 | 205 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Baker Ellis Asset Management LLC | History | Reduced | 4,540 | 202 | 0.02% | 0.03% | 240 | -100 | -2.16% | Q1 2026 | Apr 17, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 4,500 | 201 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,444 | 199 | 0.0% | 0.0% | 242 | -20 | -0.45% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,271 | 192 | 0.0% | 0.0% | 243 | +2 | 0.05% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,912 | 176 | 0.0% | 0.0% | 244 | -214 | -5.19% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 3,877 | 174 | 0.01% | 0.01% | 245 | +583 | 17.7% | Q1 2026 | Apr 06, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 3,653 | 163 | 0.0% | 0.0% | 246 | -125 | -3.31% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 3,409 | 152 | 0.01% | 0.04% | 247 | -21,895 | -86.53% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,433 | 150 | 0.0% | 0.0% | 248 | +1,727 | 101.23% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 2,885 | 139 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,806 | 130 | 0.0% | 0.0% | 250 | +1,145 | 68.93% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | Added to | 2,642 | 121 | 0.02% | 0.02% | 251 | +2 | 0.08% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,614 | 117 | 0.01% | 0.01% | 252 | +45 | 1.75% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,562 | 117 | 0.0% | 0.0% | 253 | -12 | -0.47% | Q1 2026 | May 07, 2026 |
| STRS OHIO | History | Reduced | 2,603 | 116 | 0.0% | 0.0% | 254 | -4 | -0.15% | Q1 2026 | Apr 24, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 2,580 | 116 | 0.01% | 0.02% | 255 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,559 | 114 | 0.0% | 0.0% | 256 | -1,736 | -40.42% | Q1 2026 | Apr 22, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 1,784 | 105 | 0.03% | — | 257 | +1,784 | New | Q1 2026 | May 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 2,073 | 90 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,962 | 88 | 0.0% | 0.01% | 259 | -7,498 | -79.26% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,839 | 87 | 0.0% | 0.0% | 260 | -848 | -31.56% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | New | 1,871 | 84 | 0.0% | — | 261 | +1,871 | New | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 1,852 | 82 | 0.0% | 0.0% | 262 | +1,635 | 753.46% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,664 | 75 | 0.0% | 0.0% | 263 | +102 | 6.53% | Q1 2026 | Apr 07, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 1,481 | 70 | 0.0% | — | 264 | +1,481 | New | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,500 | 67 | 0.0% | 0.0% | 265 | +385 | 34.53% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | New | 1,351 | 60 | 0.0% | — | 266 | +1,351 | New | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,275 | 58 | 0.0% | 0.0% | 267 | -409 | -24.29% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | Added to | 1,270 | 57 | 0.01% | 0.01% | 268 | +270 | 27.0% | Q1 2026 | Apr 29, 2026 |
| Opal Wealth Advisors, LLC | History | New | 1,058 | 50 | 0.01% | — | 269 | +1,058 | New | Q1 2026 | Apr 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,060 | 49 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Reduced | 986 | 45 | 0.0% | 0.0% | 271 | -277 | -21.93% | Q1 2026 | May 14, 2026 |
| Financial Perspectives, Inc | History | No change | 950 | 42 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 904 | 41 | 0.0% | 0.01% | 273 | -519 | -36.47% | Q1 2026 | Apr 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 725 | 32 | 0.0% | 0.0% | 274 | -899 | -55.36% | Q1 2026 | Apr 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 734 | 32 | 0.0% | 0.0% | 275 | +26 | 3.67% | Q1 2026 | Apr 07, 2026 |
| CoreCap Advisors, LLC | History | No change | 693 | 31 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 615 | 27 | 0.0% | 0.0% | 277 | +552 | 876.19% | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 564 | 25 | 0.0% | 0.0% | 278 | +199 | 54.52% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | No change | 458 | 21 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| High Point Wealth Management, LLC | History | No change | 430 | 20 | 0.02% | 0.02% | 280 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Reduced | 412 | 19 | 0.0% | 0.0% | 281 | -314 | -43.25% | Q1 2026 | May 13, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 423 | 19 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kennebec Savings Bank | History | No change | 414 | 18 | 0.02% | 0.02% | 283 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Daytona Street Capital LLC | History | No change | 400 | 18 | 0.01% | 0.01% | 284 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 385 | 17 | 0.0% | 0.0% | 285 | -376 | -49.41% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 363 | 16 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Destiny Wealth Partners, LLC | History | New | 345 | 15 | 0.0% | — | 287 | +345 | New | Q1 2026 | May 11, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 295 | 14 | 0.01% | 0.01% | 288 | -9 | -2.96% | Q1 2026 | Apr 14, 2026 |
| Pinnacle Bancorp, Inc. | History | Added to | 288 | 13 | 0.0% | 0.0% | 290 | +70 | 32.11% | Q1 2026 | Apr 22, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 297 | 13 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Spire Wealth Management | History | Reduced | 269 | 12 | 0.0% | 0.0% | 291 | -679 | -71.62% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 260 | 11 | 0.0% | 0.0% | 292 | +5 | 1.96% | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 228 | 10 | 0.0% | 0.0% | 293 | -5 | -2.15% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 250 | 10 | 0.0% | 0.0% | 294 | +5 | 2.04% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 217 | 9 | 0.0% | — | 296 | +217 | New | Q1 2026 | May 15, 2026 |
| YANKCOM Partnership | History | No change | 220 | 9 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vanguard National Trust Co | History | New | 180 | 8 | 0.0% | — | 299 | +180 | New | Q1 2026 | May 08, 2026 |
| Larson Financial Group LLC | History | Added to | 174 | 8 | 0.0% | 0.0% | 297 | +141 | 427.27% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 175 | 8 | 0.01% | 0.01% | 298 | -138 | -44.09% | Q1 2026 | May 05, 2026 |
| True Wealth Design, LLC | History | Added to | 147 | 7 | 0.0% | 0.0% | 301 | +26 | 21.49% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 173 | 7 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 128 | 6 | 0.0% | 0.0% | 303 | +26 | 25.49% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | No change | 150 | 6 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 123 | 5 | 0.0% | 0.0% | 304 | -131 | -51.57% | Q1 2026 | Apr 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 120 | 5 | 0.0% | — | 307 | +103 | 605.88% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 131 | 5 | 0.0% | 0.0% | 305 | -43 | -24.71% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 111 | 5 | 0.0% | 0.0% | 306 | +8 | 7.77% | Q1 2026 | Apr 20, 2026 |
| Fortitude Family Office, LLC | History | Added to | 93 | 4 | 0.0% | 0.0% | 313 | +71 | 322.73% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 109 | 4 | 0.0% | 0.0% | 310 | +4 | 3.81% | Q1 2026 | May 11, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 110 | 4 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OGOREK ANTHONY JOSEPH /NY/ /ADV | History | No change | 100 | 4 | 0.0% | 0.0% | 309 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 104 | 4 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 81 | 4 | 0.01% | 0.01% | 312 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bare Financial Services, Inc | History | New | 80 | 3 | 0.0% | — | 319 | +80 | New | Q1 2026 | May 14, 2026 |
| Clearstead Trust, LLC | History | Added to | 71 | 3 | 0.0% | — | 315 | +64 | 914.29% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 76 | 3 | 0.0% | — | 314 | +62 | 442.86% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 83 | 3 | 0.0% | 0.0% | 317 | -23 | -21.7% | Q1 2026 | Apr 23, 2026 |
| High Note Wealth, LLC | History | No change | 71 | 3 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Westfuller Advisors, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Quent Capital, LLC | History | Reduced | 48 | 2 | 0.0% | 0.0% | 322 | -130 | -73.03% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | New | 51 | 2 | 0.0% | — | 324 | +51 | New | Q1 2026 | May 06, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 61 | 2 | 0.0% | 0.0% | 320 | +11 | 22.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 52 | 2 | 0.0% | 0.0% | 321 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strengthening Families & Communities, LLC | History | No change | 60 | 2 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 38 | 1 | 0.0% | 0.0% | 328 | -1,807 | -97.94% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 327 | -479 | -94.48% | Q1 2026 | May 08, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 26 | 1 | 0.0% | — | 330 | +13 | 100.0% | Q1 2026 | Apr 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 22 | 1 | 0.0% | — | 331 | +13 | 144.44% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 25 | 1 | 0.0% | 0.0% | 332 | -10 | -28.57% | Q1 2026 | Apr 17, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Added to | 34 | 1 | 0.0% | 0.0% | 333 | +2 | 6.25% | Q1 2026 | Apr 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 26 | 1 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 18 | 1 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Crewe Advisors LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ares Financial Consulting, LLC | History | No change | 45 | 1 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -261,350 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -132,582 | -100.0% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -64,161 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -40,888 | -100.0% | Q1 2026 | Apr 27, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -37,013 | -100.0% | Q1 2026 | May 14, 2026 |
| Johnson Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -21,944 | -100.0% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -20,935 | -100.0% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.06% | — | -19,153 | -100.0% | Q1 2026 | May 12, 2026 |
| Richard Bernstein Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -16,688 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,186 | -100.0% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,879 | -100.0% | Q1 2026 | May 14, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | Closed out | 0 | 0 | — | 0.23% | — | -11,976 | -100.0% | Q1 2026 | May 15, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.33% | — | -11,974 | -100.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.21% | — | -11,594 | -100.0% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,077 | -100.0% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,706 | -100.0% | Q1 2026 | May 15, 2026 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -9,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,290 | -100.0% | Q1 2026 | May 11, 2026 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -8,278 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,136 | -100.0% | Q1 2026 | May 13, 2026 |
| GABELLI FUNDS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Shay Capital LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,000 | -100.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,807 | -100.0% | Q1 2026 | May 13, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.06% | — | -7,580 | -100.0% | Q1 2026 | May 12, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,686 | -100.0% | Q1 2026 | Apr 23, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,340 | -100.0% | Q1 2026 | May 12, 2026 |
| Investment Management Corp of Ontario | History | Closed out | 0 | 0 | — | 0.0% | — | -5,182 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,102 | -100.0% | Q1 2026 | May 15, 2026 |
| Legacy Capital Group California, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -4,801 | -100.0% | Q1 2026 | May 04, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,770 | -100.0% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,428 | -100.0% | Q1 2026 | May 13, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,423 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,419 | -100.0% | Q1 2026 | Apr 21, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Closed out | 0 | 0 | — | 0.0% | — | -4,414 | -100.0% | Q1 2026 | Apr 24, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -3,197 | -100.0% | Q1 2026 | May 01, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 8 | 0 | — | 0.03% | — | -2,318 | -99.66% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,100 | -100.0% | Q1 2026 | May 15, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,023 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Miller Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -600 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q1 2026 | May 15, 2026 |
| Fideuram Asset Management (Ireland) dac | History | Closed out | 0 | 0 | — | 0.0% | — | -83 | -100.0% | Q1 2026 | May 11, 2026 |
| North Star Investment Management Corp. | History | Closed out | 0 | 0 | — | 0.0% | — | -61 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q1 2026 | May 08, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23 | -100.0% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 24, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2 | 0 | — | — | — | -9 | -81.82% | Q1 2026 | Apr 27, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 17 | 0 | — | — | — | +9 | 112.5% | Q1 2026 | May 14, 2026 |
| Quaker Wealth Management, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | Apr 10, 2026 |
| HFM Investment Advisors, LLC | History | Added to | 12 | 0 | — | — | — | +6 | 100.0% | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 18 | 0 | — | 0.0% | — | -6 | -25.0% | Q1 2026 | May 15, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| Activest Wealth Management | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 15, 2026 |
| CURIO WEALTH, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 3 | 0 | — | — | — | -3 | -50.0% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q1 2026 | May 15, 2026 |
| American Capital Advisory, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| Bogart Wealth, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q1 2026 | Apr 28, 2026 |
| Avion Wealth | History | Added to | 12 | 0 | — | — | — | +1 | 9.09% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Sachetta, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cromwell Holdings LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Red Tortoise LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ORG Partners LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Valued Wealth Advisors LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |