UNITED MICROELECTRONICS CORP - UMC
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 | 27,495,880 | 246,913 | 0.0% | 0.0% | 1 | +512,365 | 1.9% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 14,714,030 | 132,131 | 0.06% | 0.04% | 2 | +5,249,718 | 55.47% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 13,524,036 | 106,298 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 9,655,402 | 86,705 | 0.07% | 0.06% | 4 | +3,980,009 | 70.13% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 8,988,443 | 80,716 | 0.0% | — | 5 | +8,988,443 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 8,777,903 | 78,825 | 0.0% | 0.0% | 6 | +1,109,073 | 14.46% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 8,514,644 | 76,461 | 0.01% | 0.01% | 7 | +3,549,697 | 71.5% | Q1 2026 | May 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 8,124,199 | 72,942 | 0.1% | 0.03% | 8 | +5,826,613 | 253.6% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 5,874,864 | 52,756 | 0.01% | 0.0% | 9 | +1,148,958 | 24.31% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 5,728,901 | 51,445 | 0.09% | 0.03% | 10 | +3,604,924 | 169.73% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 5,101,879 | 45,814 | 0.05% | 0.0% | 11 | +4,838,763 | 1839.02% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 5,013,209 | 45,018 | 0.0% | 0.0% | 12 | +185,119 | 3.83% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 4,983,653 | 44,753 | 0.18% | 0.18% | 13 | -1,494,177 | -23.07% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 4,738,867 | 42,555 | 0.01% | 0.01% | 14 | -772,917 | -14.02% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 4,296,722 | 38,584 | 0.02% | 0.01% | 15 | +1,288,362 | 42.83% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 3,198,874 | 28,725 | 0.0% | 0.0% | 16 | -19,009 | -0.59% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 3,449,200 | 27,110 | 0.05% | 0.05% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Tidal Investments LLC | History | Added to | 3,005,651 | 26,990 | 0.06% | 0.0% | 18 | +2,858,617 | 1944.19% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,849,737 | 25,590 | 0.01% | 0.0% | 19 | +333,011 | 13.23% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,764,138 | 24,821 | 0.0% | 0.0% | 20 | +1,990,871 | 257.46% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,763,082 | 24,812 | 0.0% | — | 21 | +2,763,082 | New | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,656,419 | 23,854 | 0.0% | 0.0% | 22 | +1,373,166 | 107.01% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,603,218 | 23,376 | 0.0% | 0.0% | 23 | -3,000,472 | -53.54% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 2,364,371 | 21,232 | 0.01% | 0.01% | 24 | +204,186 | 9.45% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,891,608 | 16,986 | 0.01% | 0.0% | 25 | +1,021,348 | 117.36% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,854,029 | 16,649 | 0.01% | 0.0% | 26 | +1,037,030 | 126.93% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,581,879 | 14,205 | 0.01% | 0.01% | 27 | +107,669 | 7.3% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,059,322 | 9,512 | 0.0% | 0.0% | 28 | -208,288 | -16.43% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,049,370 | 9,423 | 0.01% | 0.0% | 29 | +739,712 | 238.88% | Q1 2026 | May 14, 2026 |
| MATTHEWS INTERNATIONAL CAPITAL MANAGEMENT LLC | History | New | 977,645 | 8,779 | 3.56% | — | 30 | +977,645 | New | Q1 2026 | May 04, 2026 |
| Moran Wealth Management, LLC | History | Added to | 910,416 | 8,175 | 0.25% | 0.19% | 31 | +118,049 | 14.9% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Added to | 815,563 | 7,323 | 0.01% | 0.01% | 32 | +236,031 | 40.73% | Q1 2026 | May 14, 2026 |
| Mizuho Securities Co. Ltd. | History | No change | 782 | 7,022 | 0.09% | 0.08% | 33 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 745,338 | 6,693 | 0.03% | 0.01% | 34 | +499,780 | 203.53% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 710,604 | 6,381 | 0.01% | 0.01% | 35 | +108,050 | 17.93% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 710,083 | 6,376 | 0.01% | 0.0% | 36 | +695,616 | 4808.29% | Q1 2026 | May 11, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 694,211 | 6,234 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 667,577 | 5,994 | 0.01% | 0.0% | 38 | -61,755 | -8.47% | Q1 2026 | May 12, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 653,499 | 5,868 | 0.05% | 0.05% | 39 | -5,322 | -0.81% | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | Added to | 635,255 | 5,704 | 0.05% | 0.04% | 40 | +77,975 | 13.99% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 603,979 | 5,423 | 0.16% | 0.17% | 41 | -163,655 | -21.32% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 539,683 | 4,846 | 0.01% | 0.0% | 42 | +287,533 | 114.03% | Q1 2026 | May 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 524,204 | 4,535 | 0.01% | 0.01% | 43 | +77,691 | 17.4% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 462,655 | 4,154 | 0.12% | 0.08% | 44 | +133,229 | 40.44% | Q1 2026 | May 13, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 461,552 | 4,144 | 0.09% | 0.07% | 45 | +6,507 | 1.43% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 443,697 | 3,984 | 0.06% | 0.06% | 46 | -51,892 | -10.47% | Q1 2026 | Apr 27, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 440,567 | 3,956 | 0.0% | — | 47 | +440,567 | New | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 432,045 | 3,879 | 0.03% | 0.02% | 48 | +19,718 | 4.78% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 426,641 | 3,831 | 0.02% | 0.02% | 49 | +43,527 | 11.36% | Q1 2026 | May 13, 2026 |
| Baird Financial Group, Inc. | History | Added to | 425,903 | 3,824 | 0.01% | 0.01% | 50 | +16,200 | 3.95% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 418,320 | 3,756 | 0.04% | 0.03% | 51 | +5,940 | 1.44% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 406,392 | 3,649 | 0.0% | 0.0% | 52 | -27,261 | -6.29% | Q1 2026 | May 13, 2026 |
| North of South Capital LLP | History | Added to | 405,075 | 3,637 | 0.33% | 0.14% | 53 | +203,075 | 100.53% | Q1 2026 | Apr 20, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 364,169 | 3,270 | 0.01% | — | 54 | +364,169 | New | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 363,088 | 3,260 | 0.05% | 0.04% | 55 | +56,571 | 18.46% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 361,039 | 3,242 | 0.01% | 0.0% | 56 | +321,499 | 813.1% | Q1 2026 | May 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 311,532 | 2,797 | 0.0% | 0.0% | 57 | +66,761 | 27.27% | Q1 2026 | Apr 21, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 307,352 | 2,760 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 293,095 | 2,523 | 0.0% | 0.02% | 59 | -3,811,881 | -92.86% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Added to | 264,671 | 2,376 | 0.0% | 0.0% | 60 | +235,371 | 803.31% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 260,704 | 2,244 | 0.0% | 0.0% | 61 | +119,364 | 84.45% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 244,754 | 2,197 | 0.0% | 0.0% | 62 | +3,139 | 1.3% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 230,854 | 2,073 | 0.03% | 0.03% | 63 | +750 | 0.33% | Q1 2026 | Apr 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 226,720 | 2,036 | 0.0% | 0.0% | 64 | +49,266 | 27.76% | Q1 2026 | May 13, 2026 |
| OLD MISSION CAPITAL LLC | History | New | 225,774 | 2,027 | 0.03% | — | 65 | +225,774 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 208,870 | 1,875 | 0.01% | 0.0% | 66 | -1,540 | -0.73% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 208,349 | 1,870 | 0.02% | 0.0% | 67 | +176,222 | 548.52% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 207,053 | 1,859 | 0.01% | 0.01% | 68 | +9,057 | 4.57% | Q1 2026 | Apr 30, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 205,414 | 1,844 | 0.0% | 0.03% | 69 | -4,533,912 | -95.67% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 194,724 | 1,748 | 0.02% | 0.01% | 70 | +118,898 | 156.8% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 190,382 | 1,702 | 0.0% | 0.0% | 71 | +17,286 | 9.99% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 185,473 | 1,665 | 0.02% | 0.03% | 72 | -49,844 | -21.18% | Q1 2026 | May 11, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 183,859 | 1,651 | 0.08% | 0.06% | 73 | +11,501 | 6.67% | Q1 2026 | May 11, 2026 |
| Brooklyn Investment Group | History | Added to | 176,548 | 1,585 | 0.05% | 0.05% | 74 | +42,935 | 32.13% | Q1 2026 | Apr 29, 2026 |
| SEI INVESTMENTS CO | History | Added to | 169,183 | 1,519 | 0.0% | 0.0% | 75 | +141,385 | 508.62% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 166,757 | 1,497 | 0.0% | 0.0% | 76 | +195 | 0.12% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | New | 164,919 | 1,480 | 0.0% | — | 77 | +164,919 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | New | 163,818 | 1,471 | 0.0% | — | 78 | +163,818 | New | Q1 2026 | May 12, 2026 |
| Ballentine Partners, LLC | History | Added to | 162,094 | 1,455 | 0.02% | 0.02% | 79 | +6,989 | 4.51% | Q1 2026 | May 14, 2026 |
| Delta Global Management LP | History | New | 159,747 | 1,434 | 0.12% | — | 80 | +159,747 | New | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Reduced | 153,593 | 1,379 | 0.08% | 0.12% | 81 | -107,528 | -41.18% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Added to | 156,245 | 1,378 | 0.0% | 0.0% | 82 | +9,279 | 6.31% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 152,661 | 1,370 | 0.0% | 0.0% | 83 | +51,846 | 51.43% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | New | 150,855 | 1,354 | 0.02% | — | 84 | +150,855 | New | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 147,544 | 1,324 | 0.03% | 0.01% | 85 | +74,725 | 102.62% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 142,996 | 1,284 | 0.01% | 0.01% | 86 | -9,038 | -5.94% | Q1 2026 | Apr 27, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 79,803 | 1,270 | 0.08% | 0.06% | 87 | +1,449 | 1.85% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | New | 134,029 | 1,203 | 0.01% | — | 88 | +134,029 | New | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 129,895 | 1,166 | 0.0% | 0.0% | 89 | +1,074 | 0.83% | Q1 2026 | May 14, 2026 |
| West Family Investments, Inc. | History | Reduced | 125,324 | 1,125 | 0.39% | 0.28% | 90 | -27,255 | -17.86% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 124,838 | 1,121 | 0.02% | 0.02% | 91 | +3,706 | 3.06% | Q1 2026 | Jun 02, 2026 |
| Vise Technologies, Inc. | History | No change | 142,234 | 1,117 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 124,345 | 1,116 | 0.04% | 0.03% | 93 | -1,458 | -1.16% | Q1 2026 | Apr 24, 2026 |
| Squarepoint Ops LLC | History | New | 123,495 | 1,108 | 0.0% | — | 94 | +123,495 | New | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | No change | 123,033 | 1,104 | 0.07% | 0.06% | 95 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Reduced | 120,148 | 1,078 | 0.0% | 0.0% | 96 | -93,542 | -43.77% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 114,065 | 1,024 | 0.0% | 0.0% | 97 | +57,164 | 100.46% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | New | 113,737 | 1,021 | 0.0% | — | 98 | +113,737 | New | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | Added to | 112,644 | 1,011 | 0.02% | 0.02% | 99 | +8,528 | 8.19% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 112,356 | 1,008 | 0.0% | 0.0% | 100 | +45,413 | 67.84% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 102,902 | 924 | 0.0% | 0.0% | 101 | +2,478 | 2.47% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 102,764 | 922 | 0.0% | 0.0% | 102 | +12,829 | 14.26% | Q1 2026 | May 12, 2026 |
| Headlands Technologies LLC | History | New | 101,756 | 913 | 0.1% | — | 103 | +101,756 | New | Q1 2026 | May 13, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 101,415 | 910 | 0.05% | 0.06% | 104 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| SG Americas Securities, LLC | History | New | 99,946 | 898 | 0.0% | — | 105 | +99,946 | New | Q1 2026 | Apr 16, 2026 |
| DRW Securities, LLC | History | New | 98,977 | 888 | 0.01% | — | 106 | +98,977 | New | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 97,227 | 873 | 0.0% | — | 107 | +97,227 | New | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | Added to | 95,304 | 855 | 0.14% | 0.12% | 108 | +2,359 | 2.54% | Q1 2026 | Apr 28, 2026 |
| AIA Group Ltd | History | New | 90,799 | 815 | 0.01% | — | 109 | +90,799 | New | Q1 2026 | May 06, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 87,700 | 787 | 0.01% | 0.0% | 110 | +65,800 | 300.46% | Q1 2026 | May 12, 2026 |
| Jain Global LLC | History | New | 87,230 | 783 | 0.0% | — | 111 | +87,230 | New | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 86,927 | 780 | 0.01% | 0.0% | 112 | +46,549 | 115.28% | Q1 2026 | Apr 27, 2026 |
| Quantbot Technologies LP | History | Added to | 86,138 | 773 | 0.03% | 0.01% | 113 | +30,013 | 53.48% | Q1 2026 | May 13, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 83,710 | 751 | 0.01% | 0.01% | 114 | +580 | 0.7% | Q1 2026 | Apr 20, 2026 |
| TCW GROUP INC | History | Added to | 83,033 | 745 | 0.01% | 0.0% | 115 | +9,658 | 13.16% | Q1 2026 | May 14, 2026 |
| Ignite Planners, LLC | History | Reduced | 81,497 | 730 | 0.11% | 0.13% | 116 | -3,431 | -4.04% | Q1 2026 | Apr 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 77,966 | 700 | 0.0% | 0.0% | 117 | +22,009 | 39.33% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | New | 77,000 | 691 | 0.0% | — | 118 | +77,000 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 75,632 | 679 | 0.0% | — | 119 | +75,551 | 93272.84% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | Reduced | 75,486 | 677 | 0.01% | 0.01% | 120 | -10,000 | -11.7% | Q1 2026 | Apr 20, 2026 |
| NOMURA HOLDINGS INC | History | New | 73,700 | 661 | 0.0% | — | 121 | +73,700 | New | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 72,016 | 647 | 0.0% | 0.0% | 122 | -3,487 | -4.62% | Q1 2026 | Apr 30, 2026 |
| PDS Planning, Inc | History | Reduced | 72,025 | 646 | 0.04% | 0.04% | 123 | -1,851 | -2.51% | Q1 2026 | Apr 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 69,988 | 628 | 0.0% | — | 124 | +69,988 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 66,637 | 598 | 0.01% | 0.01% | 125 | +2,547 | 3.97% | Q1 2026 | May 01, 2026 |
| Vanguard Global Advisers, LLC | History | New | 63,308 | 568 | 0.0% | — | 127 | +63,308 | New | Q1 2026 | May 08, 2026 |
| FIL Ltd | History | Reduced | 63,259 | 568 | 0.0% | 0.0% | 126 | -15,595 | -19.78% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 61,630 | 553 | 0.02% | 0.01% | 128 | +8,486 | 15.97% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 59,173 | 531 | 0.0% | 0.0% | 129 | +33,278 | 128.51% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Added to | 56,558 | 507 | 0.0% | 0.0% | 130 | +55,895 | 8430.62% | Q1 2026 | Jun 02, 2026 |
| AXQ CAPITAL, LP | History | New | 56,101 | 503 | 0.06% | — | 131 | +56,101 | New | Q1 2026 | May 13, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 55,860 | 501 | 0.05% | 0.04% | 132 | -765 | -1.35% | Q1 2026 | Apr 24, 2026 |
| RFG Advisory, LLC | History | New | 55,230 | 495 | 0.01% | — | 133 | +55,230 | New | Q1 2026 | Apr 17, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 53,982 | 484 | 0.06% | — | 134 | +53,982 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 45,546 | 473 | 0.0% | 0.0% | 135 | +3,184 | 7.52% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 51,364 | 461 | 0.0% | — | 136 | +51,364 | New | Q1 2026 | May 14, 2026 |
| Ridgewood Investments LLC | History | New | 50,692 | 455 | 0.19% | — | 137 | +50,692 | New | Q1 2026 | Apr 03, 2026 |
| Rockefeller Capital Management L.P. | History | New | 50,292 | 451 | 0.0% | — | 138 | +50,292 | New | Q1 2026 | May 14, 2026 |
| SYMMETRY PEAK MANAGEMENT LLC | History | New | 50,000 | 449 | 0.13% | — | 139 | +50,000 | New | Q1 2026 | May 15, 2026 |
| Amundi | History | New | 49,953 | 448 | 0.0% | — | 140 | +49,953 | New | Q1 2026 | May 15, 2026 |
| Haven Private, LLC | History | New | 49,050 | 440 | 0.19% | — | 141 | +49,050 | New | Q1 2026 | May 05, 2026 |
| XPONANCE LLC | History | Added to | 47,952 | 430 | 0.0% | 0.0% | 142 | +27,458 | 133.98% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 47,796 | 428 | 0.0% | 0.0% | 143 | +1,871 | 4.07% | Q1 2026 | May 13, 2026 |
| Artemis Investment Management LLP | History | New | 44,485 | 399 | 0.0% | — | 144 | +44,485 | New | Q1 2026 | Apr 13, 2026 |
| First Affirmative Financial Network | History | New | 43,759 | 392 | 0.15% | — | 145 | +43,759 | New | Q1 2026 | May 11, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 39,961 | 383 | 0.02% | 0.02% | 146 | +1,326 | 3.43% | Q1 2026 | Apr 20, 2026 |
| Ariadne Wealth Management, LP | History | No change | 42,006 | 377 | 0.17% | 0.18% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PCM Encore, LLC | History | Added to | 40,166 | 360 | 0.07% | 0.06% | 148 | +3,507 | 9.57% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 39,941 | 358 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 39,775 | 357 | 0.0% | 0.0% | 150 | +71 | 0.18% | Q1 2026 | May 15, 2026 |
| Foster Group, Inc. | History | Added to | 39,626 | 355 | 0.01% | 0.01% | 151 | +62 | 0.16% | Q1 2026 | Apr 13, 2026 |
| BSW Wealth Partners | History | Reduced | 39,277 | 352 | 0.04% | 0.05% | 152 | -12,296 | -23.84% | Q1 2026 | Apr 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 38,116 | 342 | 0.0% | 0.0% | 153 | +18,015 | 89.62% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 37,217 | 334 | 0.01% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,669 | 330 | 0.0% | 0.0% | 155 | +7,577 | 26.04% | Q1 2026 | May 15, 2026 |
| Aaron Wealth Advisors LLC | History | New | 35,927 | 322 | 0.02% | — | 156 | +35,927 | New | Q1 2026 | Apr 21, 2026 |
| Trek Financial, LLC | History | Added to | 33,538 | 301 | 0.02% | 0.01% | 157 | +7,891 | 30.77% | Q1 2026 | May 13, 2026 |
| FOCUSED ALPHA, LLC | History | Added to | 32,869 | 295 | 0.09% | 0.06% | 158 | +4,761 | 16.94% | Q1 2026 | May 12, 2026 |
| Arta Finance Wealth Management LLC | History | Reduced | 31,617 | 283 | 0.14% | 0.16% | 159 | -7,677 | -19.54% | Q1 2026 | Apr 20, 2026 |
| CogentBlue Wealth Advisors, LLC | History | Added to | 29,758 | 267 | 0.18% | 0.16% | 160 | +552 | 1.89% | Q1 2026 | Apr 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 29,467 | 264 | 0.0% | 0.0% | 161 | +2,890 | 10.87% | Q1 2026 | Jul 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 28,989 | 260 | 0.0% | 0.0% | 162 | +7,199 | 33.04% | Q1 2026 | May 15, 2026 |
| Candriam S.C.A. | History | No change | 28,764 | 258 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| VERUS CAPITAL PARTNERS, LLC | History | Added to | 28,700 | 257 | 0.02% | 0.01% | 164 | +50 | 0.17% | Q1 2026 | May 21, 2026 |
| ExodusPoint Capital Management, LP | History | New | 27,712 | 248 | 0.0% | — | 166 | +27,712 | New | Q1 2026 | May 14, 2026 |
| FourThought Financial Partners, LLC | History | Reduced | 27,626 | 248 | 0.02% | 0.02% | 165 | -3,731 | -11.9% | Q1 2026 | May 07, 2026 |
| Savant Capital, LLC | History | Added to | 27,240 | 244 | 0.0% | 0.0% | 167 | +6,356 | 30.43% | Q1 2026 | May 04, 2026 |
| Greenspring Advisors, LLC | History | Added to | 27,256 | 244 | 0.01% | 0.01% | 168 | +1,243 | 4.78% | Q1 2026 | May 04, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 27,052 | 242 | 0.0% | 0.0% | 170 | +7,162 | 36.01% | Q1 2026 | May 04, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 26,990 | 242 | 0.0% | 0.0% | 169 | -2,059 | -7.09% | Q1 2026 | May 26, 2026 |
| ASSETMARK, INC | History | Added to | 26,797 | 240 | 0.0% | 0.0% | 171 | +11,612 | 76.47% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 26,370 | 236 | 0.01% | 0.0% | 172 | +25,612 | 3378.89% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 26,119 | 234 | 0.01% | 0.01% | 173 | +8,139 | 45.27% | Q1 2026 | May 15, 2026 |
| Aprio Wealth Management, LLC | History | Added to | 25,988 | 233 | 0.01% | 0.01% | 174 | +2,378 | 10.07% | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 25,687 | 230 | 0.0% | 0.0% | 175 | -4,700 | -15.47% | Q1 2026 | May 08, 2026 |
| Canopy Partners, LLC | History | Added to | 25,645 | 230 | 0.08% | 0.06% | 176 | +356 | 1.41% | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 25,382 | 227 | 0.04% | 0.05% | 178 | +1,470 | 6.15% | Q1 2026 | May 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 25,355 | 227 | 0.0% | 0.0% | 177 | +1,285 | 5.34% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 24,524 | 220 | 0.0% | — | 179 | +24,524 | New | Q1 2026 | Apr 24, 2026 |
| HB Wealth Management, LLC | History | Added to | 24,150 | 216 | 0.0% | 0.0% | 181 | +4,709 | 24.22% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Reduced | 24,135 | 216 | 0.0% | 0.0% | 180 | -164 | -0.67% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 24,031 | 215 | 0.02% | 0.02% | 182 | -589 | -2.39% | Q1 2026 | May 11, 2026 |
| Vest Financial, LLC | History | Added to | 23,689 | 212 | 0.0% | 0.0% | 183 | +2,430 | 11.43% | Q1 2026 | Apr 23, 2026 |
| IMC-Chicago, LLC | History | New | 23,529 | 211 | 0.0% | — | 186 | +23,529 | New | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 23,585 | 211 | 0.0% | 0.0% | 185 | +4,183 | 21.56% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 23,570 | 211 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 23,170 | 208 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 23,112 | 207 | 0.0% | 0.0% | 188 | +5,954 | 34.7% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | New | 21,496 | 191 | 0.0% | — | 190 | +21,496 | New | Q1 2026 | Apr 30, 2026 |
| Resonant Capital Advisors, LLC | History | Added to | 21,343 | 191 | 0.01% | 0.01% | 189 | +539 | 2.59% | Q1 2026 | Apr 29, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 21,173 | 190 | 0.0% | 0.0% | 191 | +1,672 | 8.57% | Q1 2026 | May 05, 2026 |
| Oakum Bay Capital LLC | History | New | 21,000 | 188 | 0.1% | — | 192 | +21,000 | New | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Added to | 20,757 | 186 | 0.0% | 0.0% | 193 | +4,787 | 29.97% | Q1 2026 | May 05, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | New | 21,147 | 182 | 0.0% | — | 195 | +21,147 | New | Q1 2026 | May 15, 2026 |
| GeoWealth Management, LLC | History | Added to | 20,326 | 182 | 0.01% | 0.0% | 194 | +6,548 | 47.53% | Q1 2026 | May 13, 2026 |
| COZAD ASSET MANAGEMENT INC | History | Added to | 20,001 | 179 | 0.01% | 0.01% | 196 | +5,872 | 41.56% | Q1 2026 | May 28, 2026 |
| Centiva Capital, LP | History | Added to | 19,732 | 177 | 0.0% | 0.0% | 197 | +6,463 | 48.71% | Q1 2026 | May 14, 2026 |
| ABC ARBITRAGE SA | History | New | 19,658 | 176 | 0.02% | — | 198 | +19,658 | New | Q1 2026 | May 04, 2026 |
| Systematic Alpha Investments, LLC | History | New | 19,400 | 174 | 0.01% | — | 199 | +19,400 | New | Q1 2026 | May 18, 2026 |
| Graham Capital Management, L.P. | History | Added to | 19,334 | 173 | 0.0% | 0.0% | 200 | +8,121 | 72.42% | Q1 2026 | May 15, 2026 |
| Euro Pacific Asset Management, LLC | History | Added to | 18,552 | 171 | 0.02% | 0.01% | 201 | +3,836 | 26.07% | Q1 2026 | May 06, 2026 |
| SYON CAPITAL LLC | History | Added to | 18,952 | 170 | 0.01% | 0.01% | 202 | +5,883 | 45.01% | Q1 2026 | May 13, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 18,921 | 169 | 0.0% | 0.0% | 203 | -406 | -2.1% | Q1 2026 | May 08, 2026 |
| SummitTX Capital, L.P. | History | New | 18,790 | 168 | 0.01% | — | 204 | +18,790 | New | Q1 2026 | May 15, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 18,475 | 165 | 0.03% | 0.04% | 205 | -6,319 | -25.49% | Q1 2026 | May 12, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 18,193 | 163 | 0.05% | 0.04% | 206 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cetera Investment Advisers | History | Added to | 17,755 | 159 | 0.0% | 0.0% | 207 | +2,283 | 14.76% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 17,567 | 157 | 0.0% | — | 208 | +17,567 | New | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Reduced | 17,313 | 155 | 0.01% | 0.01% | 209 | -1,559 | -8.26% | Q1 2026 | May 15, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 16,948 | 152 | 0.04% | 0.04% | 210 | -2,325 | -12.06% | Q1 2026 | May 01, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 16,866 | 151 | 0.01% | 0.01% | 211 | -1,346 | -7.39% | Q1 2026 | Apr 21, 2026 |
| BROWN ADVISORY INC | History | New | 16,620 | 149 | 0.0% | — | 213 | +16,620 | New | Q1 2026 | May 15, 2026 |
| Leo Wealth, LLC | History | Added to | 16,700 | 149 | 0.01% | 0.01% | 212 | +1,752 | 11.72% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 16,834 | 146 | 0.0% | 0.0% | 214 | -584 | -3.35% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 16,208 | 145 | 0.0% | — | 215 | +16,208 | New | Q1 2026 | Apr 27, 2026 |
| Commonwealth Financial Services, LLC | History | New | 15,576 | 139 | 0.02% | — | 216 | +15,576 | New | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 15,300 | 137 | 0.0% | 0.0% | 217 | +8,114 | 112.91% | Q1 2026 | May 15, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 15,041 | 135 | 0.01% | 0.01% | 218 | +427 | 2.92% | Q1 2026 | Apr 21, 2026 |
| Wealth Architects, LLC | History | No change | 14,981 | 134 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 14,597 | 131 | 0.0% | 0.0% | 220 | -471 | -3.13% | Q1 2026 | Apr 09, 2026 |
| Allworth Financial LP | History | Added to | 14,559 | 130 | 0.0% | 0.0% | 221 | +5,742 | 65.12% | Q1 2026 | May 14, 2026 |
| May Hill Capital, LLC | History | Added to | 14,353 | 128 | 0.03% | 0.03% | 223 | +261 | 1.85% | Q1 2026 | May 06, 2026 |
| Ascent Group, LLC | History | Reduced | 14,343 | 128 | 0.0% | 0.0% | 222 | -29 | -0.2% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 14,062 | 126 | 0.0% | 0.0% | 224 | +2,717 | 23.95% | Q1 2026 | Apr 07, 2026 |
| Sanctuary Advisors, LLC | History | New | 13,860 | 124 | 0.0% | — | 226 | +13,860 | New | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 13,896 | 124 | 0.0% | 0.0% | 225 | +2,297 | 19.8% | Q1 2026 | Apr 27, 2026 |
| AVIVA PLC | History | No change | 13,807 | 123 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Basecamp Wealth Advisors LLC | History | No change | 13,779 | 123 | 0.03% | 0.02% | 228 | 0 | 0.0% | Q1 2026 | Jun 24, 2026 |
| V-Square Quantitative Management LLC | History | New | 13,395 | 120 | 0.01% | — | 229 | +13,395 | New | Q1 2026 | Apr 27, 2026 |
| Diversified Trust Co | History | Reduced | 13,317 | 119 | 0.0% | 0.0% | 230 | -1,518 | -10.23% | Q1 2026 | Apr 16, 2026 |
| Choate Investment Advisors | History | Added to | 13,189 | 118 | 0.0% | 0.0% | 231 | +325 | 2.53% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 13,098 | 117 | 0.0% | — | 233 | +13,098 | New | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 13,050 | 117 | 0.0% | 0.0% | 232 | +492 | 3.92% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | Added to | 12,782 | 114 | 0.01% | 0.0% | 235 | +533 | 4.35% | Q1 2026 | Apr 06, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | Added to | 12,714 | 114 | 0.06% | 0.05% | 234 | +502 | 4.11% | Q1 2026 | May 05, 2026 |
| Composition Wealth, LLC | History | New | 12,496 | 112 | 0.0% | — | 236 | +12,496 | New | Q1 2026 | Apr 08, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 12,372 | 111 | 0.0% | 0.0% | 237 | -4,159 | -25.16% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Added to | 12,357 | 110 | 0.0% | 0.0% | 238 | +1,968 | 18.94% | Q1 2026 | Apr 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 12,217 | 109 | 0.0% | — | 239 | +12,217 | New | Q1 2026 | May 04, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 12,025 | 107 | 0.0% | 0.0% | 240 | +370 | 3.17% | Q1 2026 | Apr 08, 2026 |
| Verdence Capital Advisors LLC | History | Reduced | 11,715 | 105 | 0.01% | 0.01% | 241 | -1,373 | -10.49% | Q1 2026 | Apr 30, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 11,688 | 104 | 0.0% | 0.0% | 242 | -5,424 | -31.7% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | New | 11,488 | 103 | 0.02% | — | 243 | +11,488 | New | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 11,262 | 101 | 0.0% | — | 246 | +11,262 | New | Q1 2026 | Apr 07, 2026 |
| Sepio Capital, LP | History | Reduced | 11,327 | 101 | 0.01% | 0.01% | 244 | -1,842 | -13.99% | Q1 2026 | May 13, 2026 |
| Hardy Reed LLC | History | Added to | 11,338 | 101 | 0.01% | 0.01% | 245 | +110 | 0.98% | Q1 2026 | Apr 28, 2026 |
| Frec Markets, Inc. | History | New | 11,124 | 99 | 0.02% | — | 247 | +11,124 | New | Q1 2026 | May 13, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 10,849 | 97 | 0.0% | 0.0% | 248 | +604 | 5.9% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 10,778 | 96 | 0.01% | 0.12% | 249 | -156,134 | -93.54% | Q1 2026 | Apr 23, 2026 |
| Virtu Financial LLC | History | New | 10,465 | 94 | 0.0% | — | 250 | +10,465 | New | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 10,435 | 93 | 0.02% | 0.02% | 251 | +882 | 9.23% | Q1 2026 | Apr 29, 2026 |
| CHOREO, LLC | History | Reduced | 10,307 | 92 | 0.0% | 0.0% | 252 | -181 | -1.73% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 7,975 | 71 | 0.0% | 0.0% | 253 | +4,701 | 143.59% | Q1 2026 | Jul 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 8,070 | 71 | 0.0% | 0.0% | 254 | +3,603 | 80.66% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 7,408 | 66 | 0.0% | 0.0% | 255 | -2,332 | -23.94% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 7,842 | 61 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parvin Asset Management, LLC | History | No change | 6,600 | 59 | 0.04% | 0.04% | 257 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 6,480 | 58 | 0.0% | 0.0% | 258 | +2,384 | 58.2% | Q1 2026 | Apr 27, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 6,766 | 58 | 0.0% | 0.0% | 259 | -69 | -1.01% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | Reduced | 5,489 | 49 | 0.05% | 0.41% | 260 | -64,748 | -92.19% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,518 | 31 | 0.0% | 0.0% | 261 | +1,435 | 68.89% | Q1 2026 | May 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 3,300 | 29 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| E Fund Management (Hong Kong) Co., Ltd. | History | New | 3,114 | 27 | 0.01% | — | 263 | +3,114 | New | Q1 2026 | Apr 08, 2026 |
| Arax Advisory Partners | History | Reduced | 2,774 | 24 | 0.0% | 0.0% | 264 | -5,882 | -67.95% | Q1 2026 | May 13, 2026 |
| Wall Street Financial Group, Inc. | History | New | 2,695 | 24 | 0.01% | — | 265 | +2,695 | New | Q1 2026 | May 05, 2026 |
| SHP Wealth Management | History | Added to | 2,282 | 20 | 0.0% | 0.0% | 267 | +404 | 21.51% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,247 | 20 | 0.0% | 0.0% | 266 | +175 | 8.45% | Q1 2026 | Apr 30, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 2,188 | 19 | 0.0% | 0.0% | 268 | -638 | -22.58% | Q1 2026 | Apr 20, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,471 | 19 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 2,004 | 18 | 0.0% | — | 270 | +2,004 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,910 | 17 | 0.0% | — | 271 | +1,910 | New | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,822 | 16 | 0.0% | 0.0% | 272 | +204 | 12.61% | Q1 2026 | Apr 17, 2026 |
| First Command Advisory Services, Inc. | History | New | 1,760 | 15 | 0.0% | — | 273 | +1,760 | New | Q1 2026 | May 07, 2026 |
| Banque Cantonale Vaudoise | History | No change | 1,549 | 14 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,482 | 13 | 0.0% | — | 277 | +1,482 | New | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,592 | 13 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Wiser Advisor Group LLC | History | No change | 1,469 | 13 | 0.02% | 0.01% | 276 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| LRI Investments, LLC | History | Added to | 1,146 | 10 | 0.0% | 0.0% | 279 | +782 | 214.84% | Q1 2026 | Apr 30, 2026 |
| Key FInancial Inc | History | No change | 1,200 | 10 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 1,020 | 9 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WealthCollab, LLC | History | No change | 1,068 | 9 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 960 | 8 | 0.0% | 0.0% | 286 | +165 | 20.75% | Q1 2026 | Apr 06, 2026 |
| True Wealth Design, LLC | History | Added to | 914 | 8 | 0.0% | 0.0% | 285 | +25 | 2.81% | Q1 2026 | Apr 13, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 1,000 | 8 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | Added to | 826 | 7 | 0.0% | 0.0% | 287 | +47 | 6.03% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 708 | 6 | 0.0% | — | 288 | +605 | 587.38% | Q1 2026 | Apr 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 559 | 5 | 0.0% | 0.0% | 289 | -60 | -9.69% | Q1 2026 | Apr 24, 2026 |
| PRIVATE TRUST CO NA | History | New | 499 | 4 | 0.0% | — | 298 | +499 | New | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Added to | 451 | 4 | 0.0% | — | 296 | +359 | 390.22% | Q1 2026 | May 11, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 544 | 4 | 0.0% | 0.0% | 297 | +50 | 10.12% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 458 | 4 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 553 | 4 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ancora Advisors LLC | History | No change | 480 | 4 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 535 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Stone House Investment Management, LLC | History | No change | 495 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 500 | 4 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | No change | 369 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Valued Wealth Advisors LLC | History | No change | 423 | 3 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | New | 318 | 2 | 0.0% | — | 304 | +318 | New | Q1 2026 | Apr 06, 2026 |
| IMA Advisory Services, Inc. | History | New | 287 | 2 | 0.0% | — | 303 | +287 | New | Q1 2026 | May 06, 2026 |
| Root Financial Partners, LLC | History | New | 285 | 2 | 0.0% | — | 306 | +285 | New | Q1 2026 | Apr 24, 2026 |
| Elequin Capital, LP | History | New | 229 | 2 | 0.0% | — | 305 | +229 | New | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 372 | 2 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 267 | 2 | 0.0% | 0.0% | 302 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 114 | 1 | 0.0% | 0.04% | 309 | -199,561 | -99.94% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | New | 196 | 1 | 0.0% | — | 312 | +196 | New | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 118 | 1 | 0.0% | — | 313 | +118 | New | Q1 2026 | May 08, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 155 | 1 | 0.0% | — | 307 | +106 | 216.33% | Q1 2026 | May 15, 2026 |
| Clean Yield Group | History | No change | 218 | 1 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Trust Co | History | No change | 158 | 1 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Golden State Wealth Management, LLC | History | No change | 201 | 1 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,980,820 | -100.0% | Q1 2026 | May 15, 2026 |
| KADENSA CAPITAL Ltd | History | Closed out | 0 | 0 | — | 1.09% | — | -1,335,392 | -100.0% | Q1 2026 | May 15, 2026 |
| Symmetry Investments LP | History | Closed out | 0 | 0 | — | 0.13% | — | -185,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -168,648 | -100.0% | Q1 2026 | May 04, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -94,282 | -100.0% | Q1 2026 | May 14, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -64,661 | -100.0% | Q1 2026 | May 14, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -54,434 | -100.0% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.1% | — | -27,926 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -22,550 | -100.0% | Q1 2026 | May 15, 2026 |
| FLOW TRADERS U.S. LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,508 | -100.0% | Q1 2026 | May 15, 2026 |
| Henry James International Management Inc. | History | Closed out | 0 | 0 | — | 0.03% | — | -13,747 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.24% | — | -13,663 | -100.0% | Q1 2026 | May 04, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,985 | -100.0% | Q1 2026 | May 13, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -12,745 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,006 | -100.0% | Q1 2026 | May 01, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -8,107 | -100.0% | Q1 2026 | May 05, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,679 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -661 | -100.0% | Q1 2026 | May 13, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -363 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Safe Harbor Fiduciary, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| VIRTUS ADVISERS, LLC | History | New | 102 | 0 | — | — | — | +102 | New | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 08, 2026 |
| BAYBAN | History | Closed out | 0 | 0 | — | — | — | -100 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Abound Wealth Management | History | Reduced | 70 | 0 | — | 0.0% | — | -90 | -56.25% | Q1 2026 | Apr 10, 2026 |
| Silicon Valley Capital Partners | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 19, 2026 |
| FNY Investment Advisers, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Seneschal Advisors, LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bogart Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Sound Income Strategies, LLC | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Financial Gravity Asset Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | No change | 69 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |