Uniti Group Inc. - UNIT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Elliott Investment Management L.P. | History | No change | 59,012,219 | 553,534 | 2.75% | 1.83% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 27,059,908 | 253,821 | 0.0% | 0.0% | 2 | +96,455 | 0.36% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 17,970,377 | 168,563 | 0.12% | 0.01% | 3 | +16,364,077 | 1018.74% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 23,202,733 | 162,651 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 12,188,888 | 114,331 | 0.01% | — | 5 | +12,188,888 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 9,883,412 | 92,706 | 0.0% | — | 6 | +9,883,412 | New | Q1 2026 | May 15, 2026 |
| Apollo Management Holdings, L.P. | History | Reduced | 9,271,714 | 86,968 | 1.14% | 0.55% | 7 | -324,359 | -3.38% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 7,782,588 | 73,000 | 0.0% | 0.0% | 8 | +665,654 | 9.35% | Q1 2026 | May 15, 2026 |
| Bracebridge Capital, LLC | History | Added to | 7,743,465 | 72,633 | 1.95% | 1.56% | 9 | +801,690 | 11.55% | Q1 2026 | May 15, 2026 |
| Diameter Capital Partners LP | History | Added to | 5,681,528 | 53,292 | 4.99% | 0.96% | 10 | +4,181,528 | 278.77% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,379,992 | 50,464 | 0.07% | 0.02% | 11 | +3,285,172 | 156.82% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Added to | 4,571,600 | 42,881 | 0.09% | 0.05% | 12 | +966,500 | 26.81% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,454,509 | 41,791 | 0.0% | 0.0% | 13 | +101,780 | 2.34% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 3,690,371 | 34,615 | 0.01% | 0.0% | 14 | +44,016 | 1.21% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 3,620,345 | 33,958 | 0.0% | 0.0% | 15 | -219,800 | -5.72% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 3,448,842 | 32,350 | 0.03% | 0.02% | 16 | +2,342 | 0.07% | Q1 2026 | May 11, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 2,764,761 | 25,933 | 0.07% | 0.03% | 17 | -637,870 | -18.75% | Q1 2026 | May 15, 2026 |
| KING STREET CAPITAL MANAGEMENT, L.P. | History | No change | 2,498,226 | 23,433 | 7.14% | 2.42% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 2,278,930 | 21,376 | 0.01% | 0.01% | 19 | +66,144 | 2.99% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 2,105,769 | 19,752 | 0.0% | 0.0% | 20 | -45,162 | -2.1% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,164,251 | 17,530 | 0.0% | 0.0% | 21 | +1,095,456 | 102.49% | Q1 2026 | May 13, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 1,767,028 | 16,575 | 0.04% | 0.04% | 22 | -803,864 | -31.27% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,374,260 | 12,890 | 0.0% | 0.0% | 23 | -10,529 | -0.76% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 1,366,141 | 12,814 | 0.0% | 0.01% | 24 | -1,397,437 | -50.57% | Q1 2026 | May 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,330,830 | 12,471 | 0.0% | 0.0% | 25 | -521,014 | -28.13% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 1,303,740 | 12,229 | 0.0% | 0.0% | 26 | +153,512 | 13.35% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,205,294 | 11,305 | 0.0% | — | 27 | +1,205,294 | New | Q1 2026 | May 08, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 1,140,776 | 10,710 | 0.83% | 0.71% | 28 | -127,934 | -10.08% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,120,013 | 10,505 | 0.0% | 0.0% | 29 | -420,575 | -27.3% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 1,028,818 | 9,650 | 0.32% | — | 30 | +1,028,818 | New | Q1 2026 | Apr 28, 2026 |
| Arena Capital Advisors, LLC- CA | History | Reduced | 1,022,703 | 9,592 | 4.8% | 4.97% | 31 | -150,000 | -12.79% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Reduced | 998,070 | 9,361 | 0.0% | 0.0% | 32 | -831,834 | -45.46% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 982,221 | 9,213 | 0.0% | 0.0% | 33 | -77,739 | -7.33% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 896,200 | 8,406 | 0.05% | 0.01% | 34 | +536,479 | 149.14% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 887,936 | 8,328 | 0.0% | 0.0% | 35 | -3,015 | -0.34% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 870,891 | 8,168 | 0.0% | 0.0% | 36 | +16,971 | 1.99% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 791,653 | 7,425 | 0.0% | 0.0% | 37 | +5,714 | 0.73% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 791,223 | 7,421 | 0.0% | 0.0% | 38 | +218,316 | 38.11% | Q1 2026 | May 14, 2026 |
| Sentinel Dome Partners, LLC | History | No change | 781,907 | 7,334 | 6.98% | 3.73% | 39 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 760,379 | 7,132 | 0.0% | 0.0% | 40 | +64,636 | 9.29% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 742,336 | 6,963 | 0.01% | 0.01% | 41 | +111,571 | 17.69% | Q1 2026 | May 06, 2026 |
| CITIGROUP INC | History | Added to | 720,651 | 6,759 | 0.0% | 0.0% | 42 | +151,307 | 26.58% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 713,001 | 6,687 | 0.09% | 0.07% | 43 | -57,103 | -7.41% | Q1 2026 | Apr 21, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 641,345 | 6,015 | 0.02% | 0.01% | 44 | +21,180 | 3.42% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 636,163 | 5,967 | 0.0% | 0.0% | 45 | +152,723 | 31.59% | Q1 2026 | Apr 30, 2026 |
| MIROVA | History | New | 514,675 | 4,827 | 0.2% | — | 46 | +514,675 | New | Q1 2026 | May 14, 2026 |
| MIZUHO MARKETS AMERICAS LLC | History | Added to | 505,246 | 4,739 | 0.13% | 0.05% | 47 | +107,000 | 26.87% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 493,743 | 4,631 | 0.01% | 0.0% | 48 | +85,541 | 20.96% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | No change | 478,910 | 4,492 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 466,579 | 4,376 | 0.0% | 0.0% | 50 | +20,225 | 4.53% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 460,107 | 4,315 | 0.0% | 0.0% | 51 | -17,679 | -3.7% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 448,091 | 4,203 | 0.0% | — | 52 | +448,091 | New | Q1 2026 | May 13, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 438,380 | 4,112 | 0.01% | 0.0% | 53 | +258,380 | 143.54% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 413,205 | 3,875 | 0.0% | 0.0% | 54 | -33,659 | -7.53% | Q1 2026 | May 08, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 408,627 | 3,832 | 0.36% | 0.01% | 55 | +389,211 | 2004.59% | Q1 2026 | May 12, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 407,906 | 3,826 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | Reduced | 399,037 | 3,742 | 0.01% | 0.01% | 57 | -122,200 | -23.44% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 398,051 | 3,733 | 0.0% | 0.0% | 58 | +16,419 | 4.3% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 349,034 | 3,273 | 0.0% | 0.0% | 59 | -75,468 | -17.78% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 347,358 | 3,258 | 0.0% | 0.0% | 60 | +73,234 | 26.72% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 337,197 | 3,162 | 0.01% | 0.01% | 61 | -210,397 | -38.42% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 335,858 | 3,150 | 0.0% | 0.0% | 62 | -18,635 | -5.26% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 335,518 | 3,147 | 0.0% | 0.0% | 63 | -621,285 | -64.93% | Q1 2026 | May 11, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 333,852 | 3,131 | 0.01% | 0.01% | 64 | -30,343 | -8.33% | Q1 2026 | May 06, 2026 |
| Swiss National Bank | History | No change | 306,357 | 2,873 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Silver Point Capital L.P. | History | Reduced | 300,000 | 2,814 | 0.22% | 0.13% | 66 | -115,000 | -27.71% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 292,177 | 2,740 | 0.0% | 0.0% | 67 | -145,328 | -33.22% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 274,893 | 2,578 | 0.0% | 0.0% | 68 | +232,662 | 550.93% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 261,150 | 2,449 | 0.0% | 0.0% | 69 | +77,927 | 42.53% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 250,160 | 2,346 | 0.0% | 0.0% | 70 | -120,600 | -32.53% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 231,966 | 2,175 | 0.0% | 0.0% | 71 | -60,785 | -20.76% | Q1 2026 | May 14, 2026 |
| Caption Management, LLC | History | Added to | 222,000 | 2,082 | 0.01% | 0.0% | 72 | +147,000 | 196.0% | Q1 2026 | May 15, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 211,018 | 1,979 | 0.1% | 0.06% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Reduced | 204,509 | 1,918 | 0.0% | 0.0% | 74 | -26,347 | -11.41% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 202,030 | 1,895 | 0.0% | 0.0% | 75 | +25,808 | 14.65% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 199,339 | 1,870 | 0.0% | 0.0% | 76 | +30,595 | 18.13% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 188,432 | 1,767 | 0.0% | 0.0% | 77 | +108,438 | 135.56% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 188,084 | 1,764 | 0.0% | 0.0% | 78 | -5,835 | -3.01% | Q1 2026 | Apr 27, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 184,407 | 1,729 | 0.0% | 0.0% | 79 | +16,170 | 9.61% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 171,559 | 1,609 | 0.0% | 0.0% | 80 | +24,594 | 16.73% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 168,462 | 1,580 | 0.02% | 0.02% | 81 | -127,880 | -43.15% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 220,524 | 1,545 | 0.0% | 0.0% | 82 | -1,520 | -0.68% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 155,458 | 1,458 | 0.03% | — | 83 | +155,458 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 136,649 | 1,281 | 0.01% | 0.01% | 84 | -3,112 | -2.23% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA ADVISORS GROUP, INC. | History | Reduced | 125,406 | 1,176 | 0.04% | 0.02% | 85 | -23,686 | -15.89% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 119,662 | 1,122 | 0.0% | 0.0% | 86 | -192,722 | -61.69% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 111,214 | 1,043 | 0.01% | 0.01% | 87 | +10,457 | 10.38% | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 108,061 | 1,013 | 0.0% | — | 88 | +108,061 | New | Q1 2026 | May 08, 2026 |
| Strategic Financial Concepts, LLC | History | New | 103,773 | 973 | 0.24% | — | 89 | +103,773 | New | Q1 2026 | May 12, 2026 |
| HSBC HOLDINGS PLC | History | New | 189,863 | 953 | 0.0% | — | 90 | +189,863 | New | Q1 2026 | Apr 30, 2026 |
| CastleKnight Management LP | History | No change | 95,258 | 893 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 92,743 | 869 | 0.0% | 0.0% | 92 | +4,782 | 5.44% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 84,991 | 797 | 0.0% | 0.0% | 93 | -7,584 | -8.19% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | New | 84,142 | 789 | 0.01% | — | 94 | +84,142 | New | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 80,399 | 754 | 0.0% | 0.01% | 95 | -914,764 | -91.92% | Q1 2026 | Apr 16, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 80,263 | 752 | 0.01% | 0.01% | 96 | -11,331 | -12.37% | Q1 2026 | May 05, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 79,500 | 745 | 0.01% | 0.01% | 97 | -2,600 | -3.17% | Q1 2026 | Apr 20, 2026 |
| MARSHALL WACE, LLP | History | New | 78,524 | 736 | 0.0% | — | 98 | +78,524 | New | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 75,106 | 704 | 0.0% | 0.0% | 99 | +29,679 | 65.33% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 70,648 | 662 | 0.0% | 0.0% | 101 | +22,221 | 45.89% | Q1 2026 | May 15, 2026 |
| CAISSE DES DEPOTS ET CONSIGNATIONS | History | No change | 70,655 | 662 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Vanguard Global Advisers, LLC | History | New | 70,519 | 661 | 0.0% | — | 102 | +70,519 | New | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 62,151 | 583 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Inspire Investing, LLC | History | Reduced | 61,655 | 578 | 0.05% | 0.04% | 104 | -5,454 | -8.13% | Q1 2026 | Apr 23, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 57,517 | 539 | 0.0% | 0.0% | 105 | +14,010 | 32.2% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 54,342 | 509 | 0.0% | 0.0% | 106 | +17,811 | 48.76% | Q1 2026 | May 12, 2026 |
| Amundi | History | Added to | 52,782 | 495 | 0.0% | 0.0% | 107 | +14,618 | 38.3% | Q1 2026 | May 15, 2026 |
| JACKSON THORNTON WEALTH MANAGEMENT, LLC | History | Reduced | 45,694 | 495 | 0.04% | 0.03% | 108 | -1,656 | -3.5% | Q1 2026 | Apr 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 51,413 | 482 | 0.0% | 0.0% | 109 | +16,335 | 46.57% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 51,236 | 481 | 0.0% | 0.0% | 110 | -390 | -0.76% | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 54,571 | 452 | 0.0% | 0.0% | 111 | +5,740 | 11.75% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 48,123 | 451 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 47,947 | 449 | 0.0% | 0.0% | 113 | +29,467 | 159.45% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 47,415 | 444 | 0.01% | 0.0% | 114 | -131 | -0.28% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 44,783 | 420 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 44,334 | 415 | 0.0% | 0.0% | 116 | -48 | -0.11% | Q1 2026 | May 01, 2026 |
| Arizona State Retirement System | History | Reduced | 42,674 | 400 | 0.0% | 0.0% | 117 | -685 | -1.58% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 41,663 | 391 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 41,260 | 387 | 0.0% | — | 119 | +41,260 | New | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 40,965 | 384 | 0.01% | 0.0% | 120 | -72 | -0.18% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 40,395 | 378 | 0.0% | 0.0% | 121 | -31,880 | -44.11% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 39,155 | 367 | 0.0% | 0.01% | 122 | -154,441 | -79.77% | Q1 2026 | May 15, 2026 |
| RiverFront Investment Group, LLC | History | Added to | 37,553 | 352 | 0.01% | 0.0% | 123 | +3,202 | 9.32% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 36,983 | 346 | 0.0% | 0.0% | 124 | -658 | -1.75% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 35,237 | 330 | 0.0% | — | 125 | +35,237 | New | Q1 2026 | May 14, 2026 |
| Concentric Capital Strategies, LP | History | New | 35,121 | 329 | 0.03% | — | 126 | +35,121 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 35,037 | 328 | 0.0% | 0.0% | 127 | -226,211 | -86.59% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 34,470 | 323 | 0.0% | 0.0% | 128 | -3,116 | -8.29% | Q1 2026 | Apr 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 33,363 | 312 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 33,241 | 311 | 0.0% | 0.0% | 130 | +2,621 | 8.56% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 30,556 | 286 | 0.0% | — | 131 | +30,556 | New | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | New | 30,000 | 281 | 0.0% | — | 132 | +30,000 | New | Q1 2026 | May 07, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Reduced | 29,103 | 272 | 0.01% | 0.01% | 133 | -18,482 | -38.84% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 27,827 | 261 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ProShare Advisors LLC | History | Reduced | 26,153 | 245 | 0.0% | 0.0% | 135 | -6,506 | -19.92% | Q1 2026 | Apr 24, 2026 |
| Maryland State Retirement & Pension System | History | No change | 26,200 | 245 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| First Pacific Advisors, LP | History | No change | 25,235 | 236 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Scientech Research LLC | History | Reduced | 24,662 | 231 | 0.19% | 0.13% | 138 | -4,902 | -16.58% | Q1 2026 | May 15, 2026 |
| Oakum Bay Capital LLC | History | Reduced | 24,593 | 230 | 0.12% | 0.14% | 139 | -17,000 | -40.87% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Reduced | 23,671 | 222 | 0.0% | 0.0% | 140 | -20,009 | -45.81% | Q1 2026 | May 08, 2026 |
| Swiss Life Asset Management Ltd | History | New | 15,072 | 210 | 0.0% | — | 141 | +15,072 | New | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 21,700 | 203 | 0.0% | 0.0% | 142 | -726 | -3.24% | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 21,097 | 197 | 0.0% | 0.0% | 143 | -78 | -0.37% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,835 | 195 | 0.0% | 0.0% | 144 | +2,186 | 11.72% | Q1 2026 | May 13, 2026 |
| TMB Capital Partners, LLC | History | Reduced | 20,532 | 192 | 0.06% | 0.06% | 146 | -5,925 | -22.39% | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 20,517 | 192 | 0.0% | 0.0% | 145 | +27 | 0.13% | Q1 2026 | May 07, 2026 |
| Callan Family Office, LLC | History | New | 19,684 | 184 | 0.0% | — | 147 | +19,684 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 17,459 | 163 | 0.0% | 0.0% | 148 | +1,755 | 11.18% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | Added to | 17,203 | 161 | 0.0% | 0.0% | 152 | +4,034 | 30.63% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 17,192 | 161 | 0.0% | 0.0% | 150 | +3,088 | 21.89% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 15,590 | 161 | 0.0% | 0.0% | 151 | +2,670 | 20.67% | Q1 2026 | Apr 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 17,157 | 161 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Inscription Capital, LLC | History | Added to | 16,981 | 159 | 0.02% | 0.01% | 153 | +721 | 4.43% | Q1 2026 | Apr 20, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,975 | 149 | 0.0% | 0.0% | 154 | +83 | 0.52% | Q1 2026 | May 04, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 15,800 | 148 | 0.0% | 0.0% | 155 | -2,600 | -14.13% | Q1 2026 | May 13, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 14,500 | 136 | 0.03% | 0.02% | 157 | +1,000 | 7.41% | Q1 2026 | Apr 10, 2026 |
| ARES MANAGEMENT LLC | History | No change | 14,518 | 136 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | New | 14,409 | 135 | 0.0% | — | 158 | +14,409 | New | Q1 2026 | May 12, 2026 |
| Optimize Financial Inc | History | Reduced | 14,275 | 133 | 0.07% | 0.1% | 159 | -14,457 | -50.32% | Q1 2026 | May 12, 2026 |
| Tuttle Capital Management, LLC | History | New | 13,872 | 130 | 0.21% | — | 160 | +13,872 | New | Q1 2026 | May 04, 2026 |
| CIBC WORLD MARKET INC. | History | Added to | 13,841 | 129 | 0.0% | 0.0% | 161 | +2,250 | 19.41% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 13,577 | 127 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 13,408 | 125 | 0.0% | 0.0% | 163 | +3,124 | 30.38% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,194 | 123 | 0.0% | 0.0% | 164 | +668 | 5.33% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 12,753 | 119 | 0.0% | 0.0% | 165 | -1,426 | -10.06% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 12,271 | 115 | 0.0% | 0.0% | 166 | +78 | 0.64% | Q1 2026 | Apr 13, 2026 |
| IMC-Chicago, LLC | History | New | 12,241 | 114 | 0.0% | — | 167 | +12,241 | New | Q1 2026 | May 05, 2026 |
| Cetera Investment Advisers | History | Added to | 12,115 | 113 | 0.0% | 0.0% | 168 | +845 | 7.5% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 11,830 | 110 | 0.0% | 0.0% | 169 | -20 | -0.17% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | New | 10,868 | 101 | 0.0% | — | 171 | +10,868 | New | Q1 2026 | May 05, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 10,816 | 101 | 0.0% | 0.0% | 170 | -581 | -5.1% | Q1 2026 | May 15, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 10,625 | 99 | 0.0% | — | 172 | +10,625 | New | Q1 2026 | May 04, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 10,243 | 96 | 0.0% | 0.0% | 173 | -2,100 | -17.01% | Q1 2026 | Apr 28, 2026 |
| Massar Capital Management, LP | History | New | 10,037 | 94 | 0.01% | — | 174 | +10,037 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 8,919 | 83 | 0.0% | 0.0% | 175 | +102 | 1.16% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 11,065 | 77 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SHERBROOKE PARK ADVISERS LLC | History | No change | 10,416 | 73 | 0.19% | 0.19% | 177 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FNY Investment Advisers, LLC | History | Reduced | 7,660 | 71 | 0.03% | 0.02% | 178 | -4,634 | -37.69% | Q1 2026 | Apr 15, 2026 |
| Hilton Head Capital Partners, LLC | History | Added to | 7,195 | 67 | 0.04% | 0.02% | 180 | +1,494 | 26.21% | Q1 2026 | Apr 20, 2026 |
| EMC Capital Management | History | No change | 9,562 | 67 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 6,354 | 59 | 0.0% | 0.0% | 181 | +3,082 | 94.19% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,541 | 51 | 0.0% | 0.0% | 182 | -4,099 | -42.52% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 5,318 | 49 | 0.0% | 0.0% | 183 | +534 | 11.16% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 4,740 | 44 | 0.0% | 0.0% | 184 | +424 | 9.82% | Q1 2026 | May 08, 2026 |
| KBC Group NV | History | New | 4,636 | 43 | 0.0% | — | 185 | +4,636 | New | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 4,253 | 39 | 0.0% | 0.0% | 186 | -20,581 | -82.87% | Q1 2026 | May 14, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 4,039 | 37 | 0.01% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Elequin Capital, LP | History | Added to | 3,750 | 35 | 0.0% | 0.0% | 188 | +3,596 | 2335.06% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,436 | 32 | 0.0% | 0.0% | 190 | -40,470 | -92.17% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,436 | 32 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 3,028 | 28 | 0.0% | 0.0% | 191 | -292 | -8.8% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 2,550 | 23 | 0.0% | — | 193 | +2,550 | New | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,470 | 23 | 0.0% | 0.0% | 192 | +2,110 | 586.11% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 2,154 | 20 | 0.0% | 0.0% | 194 | +299 | 16.12% | Q1 2026 | Apr 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 1,944 | 18 | 0.0% | — | 196 | +1,944 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,389 | 18 | 0.0% | 0.0% | 195 | +936 | 64.42% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,634 | 15 | 0.0% | 0.0% | 197 | -3 | -0.18% | Q1 2026 | May 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 1,431 | 13 | 0.0% | — | 199 | +1,431 | New | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,348 | 13 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,277 | 11 | 0.0% | 0.0% | 200 | +684 | 115.35% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Added to | 973 | 9 | 0.0% | 0.0% | 201 | +192 | 24.58% | Q1 2026 | May 11, 2026 |
| Bollard Group LLC | History | No change | 954 | 9 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | Reduced | 833 | 7 | 0.0% | 0.01% | 203 | -1,161 | -58.22% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 746 | 6 | 0.0% | 0.0% | 204 | +502 | 205.74% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 667 | 6 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 585 | 5 | 0.0% | — | 208 | +585 | New | Q1 2026 | May 13, 2026 |
| Avion Wealth | History | No change | 602 | 5 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TSFG, LLC | History | No change | 482 | 5 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MATHER GROUP, LLC. | History | New | 476 | 4 | 0.0% | — | 210 | +476 | New | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 497 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 396 | 3 | 0.0% | 0.0% | 211 | -3,300 | -89.29% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Added to | 382 | 3 | 0.0% | — | 212 | +286 | 297.92% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 540 | 3 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 240 | 2 | 0.0% | 0.0% | 214 | +59 | 32.6% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 226 | 2 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 275 | 2 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 140 | 1 | 0.0% | — | 223 | +140 | New | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 140 | 1 | 0.0% | — | 224 | +140 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 124 | 1 | 0.0% | 0.0% | 219 | -89 | -41.78% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | Reduced | 140 | 1 | 0.0% | 0.0% | 221 | -31 | -18.13% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | Reduced | 199 | 1 | 0.0% | 0.0% | 220 | -30 | -13.1% | Q1 2026 | Apr 20, 2026 |
| Parkside Financial Bank & Trust | History | No change | 186 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 129 | 1 | 0.0% | — | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Graney & King, LLC | History | No change | 183 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Searchlight Capital Partners, L.P. | History | Closed out | 0 | 0 | — | 14.71% | — | -2,273,504 | -100.0% | Q1 2026 | May 15, 2026 |
| CONTRARIAN CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.82% | — | -443,810 | -100.0% | Q1 2026 | May 14, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -380,042 | -100.0% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -180,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Aperture Investors, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -177,223 | -100.0% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -155,037 | -100.0% | Q1 2026 | May 15, 2026 |
| ADVENT CAPITAL MANAGEMENT /DE/ | History | Closed out | 0 | 0 | — | 0.01% | — | -100,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Holocene Advisors, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -75,842 | -100.0% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -75,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -44,236 | -100.0% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.05% | — | -43,000 | -100.0% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,574 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,329 | -100.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,302 | -100.0% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,140 | -100.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,202 | -100.0% | Q1 2026 | May 13, 2026 |
| Maridea Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,572 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,404 | -100.0% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,371 | -100.0% | Q1 2026 | May 04, 2026 |
| Sculptor Capital LP | History | Closed out | 0 | 0 | — | 0.0% | — | -7,380 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,122 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Federation des caisses Desjardins du Quebec | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -846 | -100.0% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 95 | 0 | — | 0.0% | — | -386 | -80.25% | Q1 2026 | Apr 07, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q1 2026 | May 13, 2026 |
| Sunrise Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -180 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Investors Portfolio Services LLC | History | New | 86 | 0 | — | — | — | +86 | New | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | New | 62 | 0 | — | — | — | +62 | New | Q1 2026 | May 12, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 55 | 0 | — | — | — | +55 | New | Q1 2026 | May 07, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 49 | 0 | — | — | — | +49 | New | Q1 2026 | Apr 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Added to | 44 | 0 | — | — | — | +35 | 388.89% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Closed out | 0 | 0 | — | — | — | -30 | -100.0% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | May 19, 2026 |
| True Wealth Design, LLC | History | Added to | 46 | 0 | — | — | — | +23 | 100.0% | Q1 2026 | Apr 13, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Reduced | 32 | 0 | — | — | — | -16 | -33.33% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 33 | 0 | — | — | — | +15 | 83.33% | Q1 2026 | Apr 21, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | May 07, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 102 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CITY HOLDING CO | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 92 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 105 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ancora Advisors LLC | History | No change | 76 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MCF Advisors LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 48 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 57 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Abound Wealth Management | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Smartleaf Asset Management LLC | History | No change | 75 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Comprehensive Financial Planning, Inc./PA | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Ankerstar Wealth, LLC | History | No change | 37 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |