Ubiquiti Inc. - UI
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 | 294,554 | 232,783 | 0.0% | 0.0% | 1 | +3,030 | 1.04% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 218,944 | 173,029 | 0.27% | 0.19% | 2 | -3,920 | -1.76% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 183,564 | 145,068 | 0.08% | 0.06% | 3 | +100 | 0.05% | Q1 2026 | May 14, 2026 |
| SW Investment Management LLC | History | Added to | 142,500 | 112,616 | 24.98% | 20.61% | 4 | +2,500 | 1.79% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 129,203 | 98,824 | 0.05% | 0.03% | 5 | +31,644 | 32.44% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 118,046 | 97,706 | 0.2% | 0.12% | 6 | -37,870 | -24.29% | Q1 2026 | Apr 08, 2026 |
| Capital World Investors | History | Added to | 107,615 | 85,047 | 0.01% | 0.01% | 7 | +7,559 | 7.55% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 85,465 | 67,542 | 0.0% | 0.0% | 8 | +8,918 | 11.65% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 77,949 | 61,603 | 0.0% | 0.0% | 9 | -24,073 | -23.6% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 76,935 | 60,801 | 0.01% | 0.0% | 10 | +16,848 | 28.04% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 75,441 | 59,640 | 0.0% | 0.0% | 11 | +2,349 | 3.21% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 96,943 | 53,643 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 50,405 | 39,834 | 0.0% | — | 13 | +50,405 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 48,455 | 38,293 | 0.01% | 0.0% | 14 | -157 | -0.32% | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 45,639 | 36,068 | 0.11% | 0.09% | 15 | -1,257 | -2.68% | Q1 2026 | May 15, 2026 |
| LONG WALK MANAGEMENT LP | History | Reduced | 45,250 | 35,760 | 10.41% | 10.36% | 16 | -38,900 | -46.23% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 43,124 | 34,080 | 0.03% | 0.02% | 17 | +113 | 0.26% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 43,073 | 31,742 | 0.0% | 0.0% | 18 | +18,198 | 73.16% | Q1 2026 | May 13, 2026 |
| NORGES BANK | History | No change | 51,554 | 28,527 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 29,353 | 23,197 | 0.0% | 0.0% | 20 | -1,773 | -5.7% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 26,578 | 21,004 | 0.01% | 0.01% | 21 | -1,258 | -4.52% | Q1 2026 | May 11, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Reduced | 26,265 | 20,756 | 0.9% | 0.67% | 22 | -2,678 | -9.25% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 25,450 | 20,112 | 0.01% | 0.02% | 23 | -13,016 | -33.84% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 24,807 | 19,604 | 0.0% | 0.0% | 24 | +14,660 | 144.48% | Q1 2026 | May 14, 2026 |
| Claret Asset Management Corp | History | Reduced | 24,591 | 19,434 | 2.32% | 1.62% | 25 | -566 | -2.25% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 23,576 | 18,631 | 0.0% | — | 26 | +23,576 | New | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 22,608 | 17,866 | 0.0% | 0.0% | 27 | +6,251 | 38.22% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 22,129 | 17,488 | 0.02% | 0.03% | 28 | -25,979 | -54.0% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 21,661 | 17,118 | 0.05% | 0.03% | 29 | +1,972 | 10.02% | Q1 2026 | May 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Added to | 20,970 | 16,572 | 1.73% | 1.21% | 30 | +1,394 | 7.12% | Q1 2026 | May 07, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 20,041 | 15,838 | 0.0% | 0.0% | 31 | +493 | 2.52% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 19,970 | 15,782 | 0.0% | 0.0% | 32 | -438 | -2.15% | Q1 2026 | Apr 30, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Reduced | 19,146 | 15,130 | 0.44% | 0.31% | 33 | -875 | -4.37% | Q1 2026 | Apr 29, 2026 |
| Capital Impact Advisors, LLC | History | Reduced | 16,925 | 13,375 | 5.4% | 1.77% | 34 | -24,009 | -58.65% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 16,694 | 13,193 | 0.0% | 0.0% | 35 | +6,331 | 61.09% | Q1 2026 | May 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 16,414 | 12,971 | 0.0% | — | 36 | +16,414 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 16,080 | 12,707 | 0.0% | 0.0% | 37 | -1,299 | -7.47% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 16,441 | 12,457 | 0.0% | 0.0% | 38 | -4,574 | -21.77% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 14,837 | 11,725 | 0.14% | 0.12% | 39 | -203 | -1.35% | Q1 2026 | Apr 23, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,750 | 10,866 | 0.0% | 0.0% | 40 | +2,508 | 22.31% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 10,372 | 10,496 | 0.57% | 0.08% | 41 | +8,223 | 382.64% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 12,980 | 10,257 | 0.0% | 0.0% | 42 | +3,560 | 37.79% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Reduced | 12,644 | 9,992 | 0.0% | 0.0% | 43 | -34,902 | -73.41% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 12,460 | 9,847 | 0.01% | 0.0% | 44 | +12,380 | 15475.0% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 12,446 | 9,836 | 0.02% | 0.01% | 45 | +321 | 2.65% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 11,931 | 9,428 | 0.01% | 0.02% | 46 | -25,699 | -68.29% | Q1 2026 | May 15, 2026 |
| CVFG LLC | History | New | 11,159 | 8,818 | 1.1% | — | 47 | +11,159 | New | Q1 2026 | Apr 29, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 9,625 | 7,606 | 0.06% | 0.04% | 48 | +121 | 1.27% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 9,485 | 7,495 | 0.0% | 0.0% | 49 | -483 | -4.85% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 9,418 | 7,442 | 0.0% | 0.0% | 50 | +6 | 0.06% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 9,041 | 7,145 | 0.0% | 0.0% | 51 | +8,416 | 1346.56% | Q1 2026 | May 13, 2026 |
| Lagoda Investment Management, L.P. | History | Reduced | 8,955 | 7,077 | 4.36% | 3.79% | 52 | -2,865 | -24.24% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | Reduced | 8,502 | 6,718 | 0.07% | 0.06% | 53 | -1,207 | -12.43% | Q1 2026 | Apr 20, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 8,198 | 6,478 | 0.01% | 0.01% | 54 | -784 | -8.73% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | Added to | 7,594 | 6,001 | 0.02% | 0.01% | 55 | +1,593 | 26.55% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 7,424 | 5,867 | 0.0% | 0.0% | 56 | +4,264 | 134.94% | Q1 2026 | May 15, 2026 |
| Monument Capital Management | History | Reduced | 7,422 | 5,865 | 1.47% | 1.09% | 57 | -467 | -5.92% | Q1 2026 | Apr 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 7,374 | 5,827 | 0.07% | 0.05% | 58 | +56 | 0.77% | Q1 2026 | May 05, 2026 |
| Strategic Global Advisors, LLC | History | Reduced | 7,273 | 5,747 | 0.92% | 0.64% | 59 | -180 | -2.42% | Q1 2026 | May 15, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 6,741 | 5,327 | 0.01% | 0.01% | 60 | -192 | -2.77% | Q1 2026 | May 01, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 6,624 | 5,234 | 0.0% | 0.0% | 61 | +783 | 13.41% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 6,100 | 4,820 | 0.0% | — | 62 | +6,100 | New | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 5,551 | 4,386 | 0.04% | 0.01% | 63 | +2,722 | 96.22% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,363 | 4,238 | 0.0% | 0.0% | 64 | +1,551 | 40.69% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 5,236 | 4,117 | 0.01% | 0.0% | 65 | -1,108,332 | -99.53% | Q1 2026 | May 15, 2026 |
| Motley Fool Asset Management LLC | History | Added to | 5,153 | 4,072 | 0.18% | 0.02% | 66 | +4,176 | 427.43% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 4,948 | 3,910 | 0.0% | 0.0% | 67 | -8 | -0.16% | Q1 2026 | May 06, 2026 |
| Creative Planning | History | Added to | 4,913 | 3,882 | 0.0% | 0.0% | 68 | +776 | 18.76% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 4,843 | 3,828 | 0.0% | 0.0% | 69 | +243 | 5.28% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 4,631 | 3,659 | 0.01% | 0.01% | 70 | +40 | 0.87% | Q1 2026 | May 06, 2026 |
| Inspire Investing, LLC | History | Reduced | 4,446 | 3,513 | 0.29% | 0.24% | 71 | -312 | -6.56% | Q1 2026 | Apr 23, 2026 |
| Vident Advisory, LLC | History | Added to | 4,424 | 3,496 | 0.03% | 0.02% | 72 | +696 | 18.67% | Q1 2026 | May 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Reduced | 4,200 | 3,319 | 0.72% | 1.12% | 73 | -4,200 | -50.0% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Added to | 4,219 | 3,312 | 0.0% | 0.0% | 74 | +80 | 1.93% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | New | 4,028 | 3,181 | 0.0% | — | 75 | +4,028 | New | Q1 2026 | May 13, 2026 |
| Willis Investment Counsel | History | Added to | 3,928 | 3,104 | 0.17% | 0.1% | 76 | +280 | 7.68% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Added to | 3,885 | 3,070 | 0.05% | 0.01% | 77 | +2,910 | 298.46% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 3,863 | 3,052 | 0.01% | 0.0% | 78 | +858 | 28.55% | Q1 2026 | May 15, 2026 |
| Convergence Financial, LLC | History | New | 3,860 | 3,050 | 0.32% | — | 79 | +3,860 | New | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 3,846 | 3,039 | 0.0% | 0.0% | 80 | +719 | 22.99% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 3,764 | 2,974 | 0.01% | 0.0% | 81 | +817 | 27.72% | Q1 2026 | May 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | No change | 3,710 | 2,931 | 0.17% | 0.11% | 82 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 3,528 | 2,788 | 0.0% | 0.0% | 83 | +76 | 2.2% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 3,505 | 2,769 | 0.01% | 0.0% | 84 | -1,537 | -30.48% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,750 | 2,670 | 0.05% | — | 85 | +2,750 | New | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,306 | 2,612 | 0.0% | 0.0% | 86 | +517 | 18.54% | Q1 2026 | May 07, 2026 |
| CIM, LLC | History | New | 3,282 | 2,593 | 0.37% | — | 87 | +3,282 | New | Q1 2026 | May 18, 2026 |
| Vestcor Inc | History | Reduced | 3,266 | 2,581 | 0.07% | 0.05% | 88 | -185 | -5.36% | Q1 2026 | May 12, 2026 |
| Segment Wealth Management, LLC | History | Added to | 3,257 | 2,573 | 0.15% | 0.06% | 89 | +1,273 | 64.16% | Q1 2026 | Apr 20, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,242 | 2,562 | 0.01% | 0.01% | 90 | -251 | -7.19% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 3,203 | 2,531 | 0.0% | 0.0% | 91 | -14,803 | -82.21% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,148 | 2,487 | 0.0% | 0.0% | 92 | +2,150 | 215.43% | Q1 2026 | May 14, 2026 |
| Voleon Capital Management LP | History | Added to | 3,041 | 2,403 | 0.05% | 0.03% | 93 | +158 | 5.48% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,938 | 2,321 | 0.0% | 0.0% | 94 | +2,248 | 325.8% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 4,184 | 2,315 | 0.0% | 0.0% | 95 | +2,342 | 127.14% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 2,900 | 2,291 | 0.02% | 0.0% | 96 | +1,980 | 215.22% | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | Reduced | 2,833 | 2,238 | 0.37% | 0.33% | 97 | -626 | -18.1% | Q1 2026 | Apr 28, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,704 | 2,136 | 0.0% | 0.0% | 98 | +203 | 8.12% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | Reduced | 2,630 | 2,078 | 0.01% | 0.01% | 99 | -5,411 | -67.29% | Q1 2026 | May 13, 2026 |
| OSSIAM | History | Added to | 2,488 | 1,966 | 0.03% | 0.02% | 101 | +1,103 | 79.64% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 2,488 | 1,966 | 0.0% | 0.0% | 100 | +216 | 9.51% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 2,432 | 1,921 | 0.0% | — | 102 | +2,432 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,335 | 1,845 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cerity Partners LLC | History | Added to | 2,334 | 1,844 | 0.0% | 0.0% | 104 | +700 | 42.84% | Q1 2026 | May 15, 2026 |
| Passumpsic Savings Bank | History | No change | 3,258 | 1,802 | 0.99% | 0.99% | 105 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 2,262 | 1,783 | 0.0% | — | 106 | +2,262 | New | Q1 2026 | May 13, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Reduced | 2,251 | 1,778 | 0.06% | 0.06% | 107 | -1,147 | -33.76% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 2,165 | 1,710 | 0.05% | 0.04% | 108 | +10 | 0.46% | Q1 2026 | May 13, 2026 |
| Intrinsic Value Partners, LLC | History | Reduced | 2,139 | 1,690 | 1.3% | 1.13% | 109 | -590 | -21.62% | Q1 2026 | Apr 28, 2026 |
| Penserra Capital Management LLC | History | Added to | 2,082 | 1,644 | 0.02% | 0.0% | 110 | +2,060 | 9363.64% | Q1 2026 | May 11, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 2,033 | 1,606 | 0.47% | 0.04% | 111 | +1,624 | 397.07% | Q1 2026 | May 14, 2026 |
| Militia Capital Management LLC | History | New | 2,000 | 1,580 | 0.36% | — | 112 | +2,000 | New | Q1 2026 | May 13, 2026 |
| Vest Financial, LLC | History | Added to | 1,994 | 1,575 | 0.02% | 0.01% | 113 | +53 | 2.73% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,979 | 1,564 | 0.0% | 0.0% | 114 | +1,099 | 124.89% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 1,853 | 1,558 | 0.05% | 0.02% | 115 | -55 | -2.88% | Q1 2026 | Apr 08, 2026 |
| CIBC Asset Management Inc | History | No change | 1,964 | 1,552 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 1,939 | 1,532 | 0.01% | 0.0% | 117 | +130 | 7.19% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,938 | 1,531 | 0.0% | 0.0% | 118 | +555 | 40.13% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Added to | 1,933 | 1,527 | 0.56% | 0.53% | 119 | +601 | 45.12% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 1,911 | 1,510 | 0.05% | 0.02% | 120 | +1,193 | 166.16% | Q1 2026 | Apr 29, 2026 |
| Carnegie Investment Counsel | History | Reduced | 1,885 | 1,489 | 0.03% | 0.02% | 121 | -340 | -15.28% | Q1 2026 | May 01, 2026 |
| Plum Street Advisors, LLC | History | No change | 1,880 | 1,485 | 0.51% | 0.37% | 122 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 1,838 | 1,452 | 0.09% | — | 123 | +1,838 | New | Q1 2026 | May 12, 2026 |
| SUMMITRY LLC | History | New | 1,736 | 1,371 | 0.05% | — | 124 | +1,736 | New | Q1 2026 | May 22, 2026 |
| Cetera Investment Advisers | History | Added to | 1,707 | 1,348 | 0.0% | 0.0% | 125 | +298 | 21.15% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 1,695 | 1,339 | 0.0% | 0.0% | 126 | +40 | 2.42% | Q1 2026 | Apr 27, 2026 |
| Astoria Portfolio Advisors LLC. | History | No change | 1,300 | 1,312 | 0.28% | 0.21% | 127 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 1,576 | 1,245 | 0.0% | — | 128 | +1,576 | New | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | Added to | 1,563 | 1,235 | 0.08% | 0.05% | 129 | +320 | 25.74% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,560 | 1,232 | 0.0% | 0.0% | 130 | -7,928 | -83.56% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,558 | 1,231 | 0.0% | 0.0% | 131 | -48 | -2.99% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 1,540 | 1,217 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Morningstar Investment Management LLC | History | Added to | 1,483 | 1,172 | 0.07% | 0.02% | 133 | +787 | 113.07% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 1,520 | 1,143 | 0.0% | 0.0% | 134 | +612 | 67.4% | Q1 2026 | May 08, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | New | 1,439 | 1,137 | 0.06% | — | 135 | +1,439 | New | Q1 2026 | Apr 13, 2026 |
| Atlas Brown,Inc. | History | No change | 1,425 | 1,126 | 0.34% | 0.23% | 136 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 1,357 | 1,072 | 0.01% | 0.01% | 138 | -20 | -1.45% | Q1 2026 | May 14, 2026 |
| Employees Retirement System of Texas | History | No change | 1,356 | 1,072 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Inspire Advisors, LLC | History | Reduced | 1,274 | 1,006 | 0.08% | 0.07% | 139 | -91 | -6.67% | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 1,267 | 1,001 | 0.02% | 0.01% | 140 | +2 | 0.16% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | New | 1,265 | 999 | 0.0% | — | 142 | +1,265 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,265 | 999 | 0.0% | 0.0% | 141 | +40 | 3.27% | Q1 2026 | May 15, 2026 |
| MILESTONE ASSET MANAGEMENT, LLC | History | Added to | 1,261 | 996 | 0.18% | 0.08% | 143 | +490 | 63.55% | Q1 2026 | Apr 15, 2026 |
| GC Wealth Management RIA, LLC | History | No change | 1,250 | 987 | 0.04% | 0.03% | 144 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| North Dakota State Investment Board | History | Reduced | 1,245 | 983 | 0.04% | 0.03% | 145 | -118 | -8.66% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 1,235 | 976 | 0.0% | 0.0% | 146 | +131 | 11.87% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,225 | 968 | 0.0% | 0.0% | 147 | -42 | -3.31% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,221 | 965 | 0.0% | 0.0% | 148 | +384 | 45.88% | Q1 2026 | May 14, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 1,220 | 964 | 0.31% | 0.23% | 149 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,206 | 953 | 0.0% | 0.0% | 150 | -556 | -31.56% | Q1 2026 | Apr 16, 2026 |
| M&T BANK CORP | History | Reduced | 1,192 | 942 | 0.0% | 0.0% | 151 | -53 | -4.26% | Q1 2026 | May 12, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | No change | 1,184 | 935 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 1,182 | 934 | 0.0% | 0.0% | 153 | +64 | 5.72% | Q1 2026 | May 04, 2026 |
| Alpha Cubed Investments, LLC | History | No change | 1,661 | 919 | 0.03% | 0.03% | 154 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Amundi | History | Reduced | 1,143 | 903 | 0.0% | 0.0% | 155 | -143 | -11.12% | Q1 2026 | May 15, 2026 |
| HANSEATIC MANAGEMENT SERVICES INC | History | New | 1,128 | 891 | 0.85% | — | 156 | +1,128 | New | Q1 2026 | May 06, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 1,066 | 842 | 0.03% | 0.02% | 157 | -77 | -6.74% | Q1 2026 | Apr 21, 2026 |
| BURNEY CO/ | History | Reduced | 1,060 | 837 | 0.03% | 0.03% | 158 | -405 | -27.65% | Q1 2026 | Apr 29, 2026 |
| a16z Perennial Management, L.P. | History | No change | 1,058 | 836 | 0.07% | 0.04% | 159 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 1,053 | 832 | 0.02% | 0.01% | 160 | +7 | 0.67% | Q1 2026 | May 08, 2026 |
| Focus Partners Wealth | History | Added to | 978 | 819 | 0.0% | 0.0% | 161 | +573 | 141.48% | Q1 2026 | May 14, 2026 |
| PFG Advisors | History | Reduced | 1,029 | 813 | 0.04% | 0.03% | 162 | -10 | -0.96% | Q1 2026 | May 05, 2026 |
| Summit Financial, LLC | History | New | 1,017 | 803 | 0.01% | — | 163 | +1,017 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 1,008 | 796 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 1,007 | 795 | 0.07% | 0.03% | 165 | -21 | -2.04% | Q1 2026 | May 14, 2026 |
| WISCONSIN CAPITAL MANAGEMENT LLC | History | No change | 1,000 | 790 | 0.43% | 0.28% | 166 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 995 | 786 | 0.01% | 0.0% | 167 | +949 | 2063.04% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 985 | 778 | 0.01% | 0.01% | 168 | +250 | 34.01% | Q1 2026 | May 07, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | No change | 945 | 746 | 0.01% | 0.01% | 169 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sigma Planning Corp | History | New | 930 | 734 | 0.02% | — | 170 | +930 | New | Q1 2026 | May 04, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | Added to | 904 | 714 | 0.07% | 0.04% | 171 | +1 | 0.11% | Q1 2026 | May 11, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 892 | 704 | 0.02% | 0.01% | 172 | +375 | 72.53% | Q1 2026 | May 13, 2026 |
| Banque Cantonale Vaudoise | History | Added to | 883 | 698 | 0.03% | 0.0% | 173 | +714 | 422.49% | Q1 2026 | Apr 20, 2026 |
| Oxinas Partners, LLC | History | No change | 875 | 691 | 0.32% | 0.23% | 174 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CHOREO, LLC | History | Reduced | 872 | 689 | 0.01% | 0.01% | 175 | -16 | -1.8% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 866 | 684 | 0.0% | 0.0% | 176 | +62 | 7.71% | Q1 2026 | Apr 22, 2026 |
| STOCK YARDS BANK & TRUST CO | History | Reduced | 861 | 680 | 0.02% | 0.02% | 178 | -338 | -28.19% | Q1 2026 | Apr 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 861 | 680 | 0.0% | 0.0% | 177 | +292 | 51.32% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 848 | 670 | 0.0% | 0.0% | 179 | +100 | 13.37% | Q1 2026 | Apr 30, 2026 |
| Wedmont Private Capital | History | Added to | 726 | 653 | 0.02% | 0.01% | 180 | +19 | 2.69% | Q1 2026 | Apr 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | New | 819 | 647 | 0.0% | — | 181 | +819 | New | Q1 2026 | Apr 30, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 800 | 632 | 0.01% | 0.01% | 182 | -300 | -27.27% | Q1 2026 | May 13, 2026 |
| Brookstone Capital Management | History | New | 782 | 618 | 0.01% | — | 184 | +782 | New | Q1 2026 | Apr 16, 2026 |
| Baron Wealth Management LLC | History | Reduced | 782 | 618 | 0.18% | 0.16% | 183 | -156 | -16.63% | Q1 2026 | Apr 16, 2026 |
| Advisory Services Network, LLC | History | Reduced | 769 | 607 | 0.01% | 0.01% | 185 | -37 | -4.59% | Q1 2026 | May 15, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 763 | 602 | 0.27% | 0.2% | 186 | -38 | -4.74% | Q1 2026 | May 11, 2026 |
| AVIVA PLC | History | Reduced | 748 | 591 | 0.0% | 0.0% | 187 | -214 | -22.25% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | New | 746 | 589 | 0.0% | — | 188 | +746 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 742 | 586 | 0.0% | 0.0% | 189 | +83 | 12.59% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | New | 724 | 572 | 0.01% | — | 190 | +724 | New | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | Added to | 714 | 564 | 0.07% | 0.01% | 191 | +593 | 490.08% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 700 | 553 | 0.0% | 0.0% | 192 | -9 | -1.27% | Q1 2026 | May 06, 2026 |
| HB Wealth Management, LLC | History | New | 689 | 544 | 0.0% | — | 193 | +689 | New | Q1 2026 | Apr 27, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 658 | 520 | 0.0% | — | 194 | +658 | New | Q1 2026 | May 07, 2026 |
| Woodline Partners LP | History | Reduced | 654 | 516 | 0.0% | 0.0% | 195 | -161 | -19.75% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 642 | 507 | 0.0% | 0.0% | 196 | -13 | -1.98% | Q1 2026 | Apr 29, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 638 | 504 | 0.0% | 0.0% | 197 | +522 | 450.0% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Added to | 627 | 495 | 0.0% | 0.0% | 198 | +106 | 20.35% | Q1 2026 | Apr 15, 2026 |
| SP Asset Management LLC | History | No change | 627 | 495 | 0.04% | 0.03% | 199 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Centiva Capital, LP | History | New | 613 | 484 | 0.0% | — | 201 | +613 | New | Q1 2026 | May 14, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Added to | 613 | 484 | 0.07% | 0.05% | 200 | +17 | 2.85% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 598 | 472 | 0.0% | 0.0% | 202 | -14 | -2.29% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 592 | 467 | 0.0% | 0.0% | 203 | -3,546 | -85.69% | Q1 2026 | Apr 30, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 588 | 464 | 0.0% | 0.0% | 204 | +2 | 0.34% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 568 | 448 | 0.0% | 0.0% | 205 | -240 | -29.7% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 559 | 441 | 0.0% | — | 207 | +559 | New | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Added to | 558 | 441 | 0.03% | 0.02% | 206 | +8 | 1.45% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 546 | 431 | 0.0% | 0.0% | 208 | +138 | 33.82% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 532 | 420 | 0.01% | 0.0% | 209 | +42 | 8.57% | Q1 2026 | May 12, 2026 |
| AIMZ Investment Advisors, LLC | History | No change | 525 | 414 | 0.13% | 0.08% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 747 | 413 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Horst & Graben Wealth Management LLC | History | No change | 405 | 408 | 0.06% | 0.03% | 212 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Abacus Planning Group, Inc. | History | No change | 515 | 406 | 0.05% | 0.04% | 213 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| GREENLEAF TRUST | History | Reduced | 505 | 399 | 0.0% | 0.0% | 214 | -11 | -2.13% | Q1 2026 | Apr 27, 2026 |
| Sagewood Asset Management LP | History | Reduced | 506 | 399 | 0.12% | 0.1% | 215 | -4 | -0.78% | Q1 2026 | May 13, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 500 | 395 | 0.07% | — | 219 | +500 | New | Q1 2026 | May 11, 2026 |
| FIDUCIARY TRUST CO | History | No change | 500 | 395 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | No change | 500 | 395 | 0.02% | 0.01% | 217 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| bLong Financial, LLC | History | No change | 500 | 395 | 0.3% | 0.19% | 218 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| City Center Advisors, LLC | History | New | 491 | 388 | 0.36% | — | 220 | +491 | New | Q1 2026 | Apr 07, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 490 | 387 | 0.0% | 0.0% | 221 | -16 | -3.16% | Q1 2026 | May 01, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 481 | 380 | 0.01% | — | 222 | +481 | New | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 480 | 379 | 0.0% | — | 223 | +480 | New | Q1 2026 | May 15, 2026 |
| Vanguard National Trust Co | History | New | 473 | 373 | 0.02% | — | 224 | +473 | New | Q1 2026 | May 08, 2026 |
| Empowered Funds, LLC | History | Reduced | 471 | 372 | 0.0% | 0.01% | 225 | -270 | -36.44% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 470 | 371 | 0.0% | — | 226 | +470 | New | Q1 2026 | May 15, 2026 |
| ABSHER WEALTH MANAGEMENT, LLC | History | No change | 467 | 369 | 0.04% | 0.03% | 227 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 457 | 361 | 0.01% | 0.16% | 228 | -9,652 | -95.48% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 449 | 354 | 0.0% | 0.0% | 229 | +35 | 8.45% | Q1 2026 | May 13, 2026 |
| Stirlingshire Investments, Inc. | History | Reduced | 446 | 352 | 0.31% | 0.23% | 230 | -30 | -6.3% | Q1 2026 | May 04, 2026 |
| Chicago Partners Investment Group LLC | History | New | 343 | 344 | 0.01% | — | 231 | +343 | New | Q1 2026 | May 04, 2026 |
| Essential Partners LLC | History | No change | 433 | 342 | 0.12% | 0.07% | 232 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Quantum Portfolio Management LLC | History | No change | 432 | 341 | 0.15% | 0.11% | 233 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Arkadios Wealth Advisors | History | New | 431 | 340 | 0.01% | — | 234 | +431 | New | Q1 2026 | May 18, 2026 |
| Hunting Hill Global Capital, LLC | History | Reduced | 426 | 336 | 0.26% | 0.34% | 235 | -467 | -52.3% | Q1 2026 | May 15, 2026 |
| RIVERSEDGE ADVISORS, LLC | History | Added to | 415 | 327 | 0.05% | 0.04% | 236 | +10 | 2.47% | Q1 2026 | Apr 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 411 | 324 | 0.0% | 0.02% | 237 | -34,697 | -98.83% | Q1 2026 | May 12, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 411 | 324 | 0.01% | 0.0% | 238 | +10 | 2.49% | Q1 2026 | May 14, 2026 |
| JMN Financial LLC | History | Reduced | 407 | 321 | 0.32% | 0.42% | 239 | -353 | -46.45% | Q1 2026 | May 15, 2026 |
| Stratos Wealth Partners, LTD. | History | Reduced | 403 | 318 | 0.0% | 0.0% | 240 | -256 | -38.85% | Q1 2026 | Apr 28, 2026 |
| TD ASSET MANAGEMENT INC | History | New | 400 | 316 | 0.0% | — | 241 | +400 | New | Q1 2026 | May 11, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 393 | 310 | 0.03% | 0.03% | 242 | -40 | -9.24% | Q1 2026 | May 12, 2026 |
| Fairman Group, LLC | History | No change | 375 | 296 | 0.25% | 0.17% | 243 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Virtue Capital Management, LLC | History | Added to | 401 | 295 | 0.04% | 0.03% | 244 | +13 | 3.35% | Q1 2026 | May 07, 2026 |
| Empower Advisory Group, LLC | History | No change | 373 | 294 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legato Capital Management LLC | History | Reduced | 370 | 292 | 0.03% | 0.03% | 246 | -178 | -32.48% | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 370 | 292 | 0.05% | 0.07% | 247 | -178 | -32.48% | Q1 2026 | May 13, 2026 |
| TABR Capital Management, LLC | History | New | 366 | 289 | 0.27% | — | 249 | +366 | New | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 366 | 289 | 0.0% | 0.0% | 248 | +16 | 4.57% | Q1 2026 | Apr 07, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 364 | 287 | 0.0% | — | 250 | +364 | New | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | New | 361 | 285 | 0.0% | — | 251 | +361 | New | Q1 2026 | Apr 24, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 361 | 284 | 0.0% | 0.0% | 252 | +11 | 3.14% | Q1 2026 | May 14, 2026 |
| Grant Private Wealth Management Inc | History | Reduced | 359 | 283 | 0.15% | 0.14% | 253 | -50 | -12.22% | Q1 2026 | Apr 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 357 | 282 | 0.0% | 0.0% | 254 | -27 | -7.03% | Q1 2026 | May 08, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | New | 356 | 281 | 0.01% | — | 255 | +356 | New | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | Added to | 332 | 279 | 0.04% | 0.01% | 256 | +230 | 225.49% | Q1 2026 | May 04, 2026 |
| Turtle Creek Wealth Advisors, LLC | History | New | 349 | 275 | 0.02% | — | 257 | +349 | New | Q1 2026 | Apr 27, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | New | 341 | 269 | 0.01% | — | 258 | +341 | New | Q1 2026 | May 15, 2026 |
| CreativeOne Wealth, LLC | History | New | 340 | 268 | 0.01% | — | 260 | +340 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 339 | 268 | 0.0% | — | 259 | +339 | New | Q1 2026 | Apr 30, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 334 | 263 | 0.01% | — | 262 | +334 | New | Q1 2026 | Apr 16, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 357 | 263 | 0.05% | 0.05% | 261 | -226 | -38.77% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | New | 331 | 261 | 0.0% | — | 264 | +331 | New | Q1 2026 | May 13, 2026 |
| JB Capital LLC | History | Reduced | 330 | 261 | 0.01% | 0.01% | 263 | -51 | -13.39% | Q1 2026 | Apr 27, 2026 |
| D'Orazio & Associates, Inc. | History | New | 330 | 260 | 0.03% | — | 265 | +330 | New | Q1 2026 | May 07, 2026 |
| Trek Financial, LLC | History | New | 330 | 260 | 0.01% | — | 266 | +330 | New | Q1 2026 | May 13, 2026 |
| Moran Wealth Management, LLC | History | New | 328 | 259 | 0.01% | — | 267 | +328 | New | Q1 2026 | Apr 27, 2026 |
| HBW ADVISORY SERVICES LLC | History | New | 327 | 258 | 0.03% | — | 268 | +327 | New | Q1 2026 | May 04, 2026 |
| CFC Planning Co LLC | History | Reduced | 326 | 257 | 0.18% | 0.17% | 269 | -89 | -21.45% | Q1 2026 | Apr 24, 2026 |
| one8zero8, LLC | History | New | 325 | 256 | 0.06% | — | 271 | +325 | New | Q1 2026 | May 07, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 324 | 256 | 0.0% | 0.0% | 270 | -48 | -12.9% | Q1 2026 | May 13, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 322 | 254 | 0.02% | — | 272 | +322 | New | Q1 2026 | Apr 29, 2026 |
| Bannerstone Capital Management, LLC | History | New | 321 | 253 | 0.24% | — | 273 | +321 | New | Q1 2026 | May 11, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 320 | 252 | 0.03% | 0.03% | 275 | -205 | -39.05% | Q1 2026 | Apr 15, 2026 |
| Arax Advisory Partners | History | Added to | 320 | 252 | 0.01% | 0.0% | 274 | +26 | 8.84% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 322 | 250 | 0.0% | 0.0% | 276 | -113 | -25.98% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 310 | 245 | 0.0% | — | 277 | +310 | New | Q1 2026 | May 04, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 310 | 244 | 0.0% | — | 278 | +310 | New | Q1 2026 | May 11, 2026 |
| Wealthfront Advisers LLC | History | New | 306 | 241 | 0.0% | — | 279 | +306 | New | Q1 2026 | May 05, 2026 |
| Tannin Capital LLC | History | New | 305 | 241 | 0.17% | — | 280 | +305 | New | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | New | 300 | 237 | 0.0% | — | 281 | +300 | New | Q1 2026 | May 11, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 287 | 226 | 0.06% | — | 284 | +287 | New | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | New | 286 | 226 | 0.0% | — | 283 | +286 | New | Q1 2026 | May 14, 2026 |
| AMERICAN NATIONAL BANK & TRUST | History | Reduced | 286 | 226 | 0.02% | 0.02% | 282 | -54 | -15.88% | Q1 2026 | Apr 23, 2026 |
| Snider Financial Group | History | New | 285 | 225 | 0.07% | — | 285 | +285 | New | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 400 | 221 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Financial Guidance Group, Inc. | History | New | 274 | 216 | 0.09% | — | 287 | +274 | New | Q1 2026 | Apr 23, 2026 |
| Cresset Asset Management, LLC | History | New | 273 | 215 | 0.0% | — | 288 | +273 | New | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | New | 270 | 213 | 0.12% | — | 289 | +270 | New | Q1 2026 | Apr 29, 2026 |
| nVerses Capital, LLC | History | New | 266 | 210 | 0.19% | — | 290 | +266 | New | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | New | 261 | 206 | 0.0% | — | 291 | +261 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 259 | 204 | 0.0% | 0.0% | 292 | -13 | -4.78% | Q1 2026 | May 14, 2026 |
| Sivia Capital Partners, LLC | History | New | 256 | 202 | 0.04% | — | 293 | +256 | New | Q1 2026 | May 12, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 234 | 184 | 0.0% | 0.0% | 294 | -21 | -8.24% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 231 | 182 | 0.0% | 0.0% | 295 | -31 | -11.83% | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | No change | 211 | 166 | 0.01% | 0.01% | 296 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Financial Perspectives, Inc | History | No change | 206 | 162 | 0.05% | 0.03% | 297 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 196 | 154 | 0.0% | 0.0% | 298 | -193 | -49.61% | Q1 2026 | Apr 13, 2026 |
| GAMMA Investing LLC | History | Added to | 181 | 143 | 0.01% | 0.0% | 300 | +24 | 15.29% | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 181 | 143 | 0.0% | 0.0% | 299 | +17 | 10.37% | Q1 2026 | Apr 27, 2026 |