UPBOUND GROUP, INC. - UPBD
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 8,208,065 | 148,155 | 0.0% | 0.0% | 1 | +71,082 | 0.87% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 7,132,443 | 125,245 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 5,407,814 | 97,611 | 0.01% | 0.0% | 3 | +210,458 | 4.05% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,939,142 | 71,101 | 0.0% | — | 4 | +3,939,142 | New | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 3,903,686 | 70,461 | 0.33% | 0.22% | 5 | -197,547 | -4.82% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,394,770 | 43,226 | 0.01% | 0.01% | 6 | +327,203 | 15.83% | Q1 2026 | May 07, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 2,313,279 | 41,755 | 0.09% | 0.1% | 7 | -202,000 | -8.03% | Q1 2026 | May 11, 2026 |
| STATE STREET CORP | History | Reduced | 2,296,489 | 41,451 | 0.0% | 0.0% | 8 | -114,035 | -4.73% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,275,668 | 41,075 | 0.0% | — | 9 | +2,275,668 | New | Q1 2026 | May 15, 2026 |
| Huber Capital Management LLC | History | Reduced | 1,702,605 | 30,732 | 4.75% | 4.5% | 10 | -36,440 | -2.1% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,376,972 | 24,854 | 0.0% | 0.0% | 11 | +650,028 | 89.42% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,354,984 | 24,461 | 0.0% | 0.0% | 12 | +75,884 | 5.93% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,268,008 | 22,887 | 0.0% | 0.0% | 13 | +32,469 | 2.63% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,256,080 | 22,672 | 0.0% | 0.0% | 14 | -59,592 | -4.53% | Q1 2026 | May 15, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 1,122,938 | 20,269 | 0.64% | 0.63% | 15 | +17,891 | 1.62% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 855,176 | 15,435 | 0.0% | 0.0% | 16 | -14,622 | -1.68% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 783,721 | 14,146 | 0.0% | 0.0% | 17 | -24,656 | -3.05% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 737,660 | 13,314 | 0.04% | 0.0% | 18 | +675,660 | 1089.77% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 669,071 | 12,076 | 0.26% | 0.25% | 19 | -3,218 | -0.48% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 602,160 | 10,868 | 0.0% | 0.0% | 20 | +7,119 | 1.2% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 596,702 | 10,770 | 0.01% | 0.01% | 21 | +155,351 | 35.2% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 531,825 | 9,599 | 0.0% | 0.0% | 22 | -16,805 | -3.06% | Q1 2026 | May 12, 2026 |
| Pacer Advisors, Inc. | History | New | 413,005 | 7,454 | 0.02% | — | 23 | +413,005 | New | Q1 2026 | May 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 363,941 | 6,569 | 0.13% | 0.13% | 24 | +16,090 | 4.63% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 363,747 | 6,565 | 0.0% | 0.0% | 25 | +1,140 | 0.31% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 344,341 | 6,215 | 0.0% | — | 26 | +344,341 | New | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 342,949 | 6,190 | 0.0% | 0.0% | 27 | +74,544 | 27.77% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 303,918 | 5,485 | 0.0% | 0.0% | 28 | +55,199 | 22.19% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 287,314 | 5,186 | 0.0% | 0.0% | 29 | -46,101 | -13.83% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Added to | 285,978 | 5,162 | 0.13% | 0.12% | 30 | +33,993 | 13.49% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 274,266 | 4,950 | 0.04% | 0.01% | 31 | +196,658 | 253.4% | Q1 2026 | May 15, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | New | 273,370 | 4,934 | 0.18% | — | 32 | +273,370 | New | Q1 2026 | Apr 23, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 263,823 | 4,762 | 0.08% | 0.05% | 33 | +101,605 | 62.63% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 258,815 | 4,671 | 0.01% | 0.01% | 34 | -23,505 | -8.33% | Q1 2026 | May 11, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 252,214 | 4,552 | 0.02% | 0.02% | 35 | -76,539 | -23.28% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 245,468 | 4,430 | 0.0% | 0.01% | 36 | -305,183 | -55.42% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 244,848 | 4,419 | 0.0% | 0.0% | 37 | +174,682 | 248.96% | Q1 2026 | May 13, 2026 |
| Empowered Funds, LLC | History | Added to | 240,726 | 4,345 | 0.03% | 0.06% | 38 | +25,875 | 12.04% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 231,337 | 4,175 | 0.01% | 0.01% | 39 | -70,569 | -23.37% | Q1 2026 | May 11, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 228,785 | 4,129 | 0.0% | 0.0% | 40 | -132,800 | -36.73% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 220,238 | 3,975 | 0.0% | 0.0% | 41 | +143,240 | 186.03% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 196,526 | 3,547 | 0.0% | 0.0% | 42 | +71,598 | 57.31% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 194,819 | 3,516 | 0.0% | 0.0% | 43 | +18,758 | 10.65% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 186,415 | 3,364 | 0.01% | 0.01% | 44 | +5,820 | 3.22% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 182,689 | 3,297 | 0.0% | 0.0% | 45 | -268,482 | -59.51% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 179,690 | 3,243 | 0.03% | 0.03% | 46 | +9,769 | 5.75% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 179,399 | 3,238 | 0.0% | 0.0% | 47 | -212,181 | -54.19% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 173,582 | 3,133 | 0.0% | — | 48 | +173,582 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 170,403 | 3,075 | 0.0% | 0.0% | 49 | +8,654 | 5.35% | Q1 2026 | May 08, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 150,195 | 2,711 | 0.05% | 0.04% | 50 | +53,918 | 56.0% | Q1 2026 | Apr 27, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 149,493 | 2,698 | 0.0% | 0.0% | 51 | +56,145 | 60.15% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 148,383 | 2,678 | 0.0% | 0.0% | 52 | +2,423 | 1.66% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Reduced | 148,218 | 2,675 | 0.0% | 0.0% | 53 | -366,431 | -71.2% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 147,951 | 2,670 | 0.0% | 0.0% | 54 | +31,041 | 26.55% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | Added to | 146,577 | 2,645 | 0.22% | 0.21% | 55 | +13,508 | 10.15% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Reduced | 144,609 | 2,610 | 0.14% | 0.14% | 56 | -3,700 | -2.49% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 127,526 | 2,301 | 0.0% | 0.0% | 57 | +1,229 | 0.97% | Q1 2026 | May 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 127,095 | 2,294 | 0.15% | 0.03% | 58 | +103,276 | 433.59% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 126,813 | 2,288 | 0.0% | 0.0% | 59 | -9,747 | -7.14% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 124,581 | 2,248 | 0.01% | 0.02% | 60 | -182,205 | -59.39% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 124,515 | 2,247 | 0.0% | 0.0% | 61 | +37,115 | 42.47% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | New | 121,533 | 2,193 | 0.0% | — | 62 | +121,533 | New | Q1 2026 | May 11, 2026 |
| MILLER VALUE PARTNERS, LLC | History | Added to | 120,000 | 2,166 | 0.57% | 0.43% | 63 | +50,000 | 71.43% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 118,502 | 2,138 | 0.03% | — | 64 | +118,502 | New | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 115,297 | 2,081 | 0.0% | 0.0% | 65 | +10,139 | 9.64% | Q1 2026 | May 14, 2026 |
| CLARK ESTATES INC/NY | History | No change | 113,000 | 2,039 | 0.49% | 0.48% | 66 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 109,422 | 1,975 | 0.0% | — | 67 | +109,422 | New | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | No change | 102,800 | 1,855 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 102,526 | 1,850 | 0.0% | 0.0% | 69 | +270 | 0.26% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 99,247 | 1,791 | 0.0% | 0.0% | 70 | -19,955 | -16.74% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 96,177 | 1,736 | 0.0% | 0.0% | 71 | +40,529 | 72.83% | Q1 2026 | May 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 86,365 | 1,580 | 0.03% | 0.02% | 72 | -522 | -0.6% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 81,455 | 1,470 | 0.0% | 0.0% | 73 | -215,257 | -72.55% | Q1 2026 | May 12, 2026 |
| Range Financial Group LLC | History | Added to | 80,999 | 1,462 | 0.49% | 0.46% | 74 | +5,117 | 6.74% | Q1 2026 | Apr 30, 2026 |
| BEACON FINANCIAL GROUP | History | Added to | 75,991 | 1,371 | 0.14% | 0.13% | 75 | +74 | 0.1% | Q1 2026 | Apr 30, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 74,511 | 1,341 | 0.0% | 0.0% | 76 | -23,839 | -24.24% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 72,561 | 1,310 | 0.0% | 0.0% | 77 | +12,603 | 21.02% | Q1 2026 | May 15, 2026 |
| Kendall Capital Management | History | Added to | 70,705 | 1,276 | 0.26% | 0.24% | 78 | +5,835 | 8.99% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 72,428 | 1,271 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 70,232 | 1,267 | 0.0% | 0.0% | 80 | +23,891 | 51.55% | Q1 2026 | May 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 68,884 | 1,243 | 0.0% | 0.0% | 81 | -13,672 | -16.56% | Q1 2026 | Apr 27, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 68,563 | 1,237 | 0.0% | 0.0% | 82 | +10,690 | 18.47% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 67,013 | 1,209 | 0.0% | 0.0% | 83 | +8,458 | 14.44% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 63,900 | 1,153 | 0.0% | — | 84 | +63,900 | New | Q1 2026 | May 14, 2026 |
| Mork Capital Management, LLC | History | No change | 62,610 | 1,130 | 0.8% | 0.67% | 85 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 56,780 | 1,025 | 0.02% | 0.08% | 86 | -218,170 | -79.35% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 54,482 | 983 | 0.0% | 0.0% | 87 | +1,650 | 3.12% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 54,059 | 976 | 0.0% | 0.0% | 88 | +252 | 0.47% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 52,131 | 940 | 0.0% | 0.0% | 89 | -34,219 | -39.63% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 49,681 | 896 | 0.0% | 0.0% | 90 | -71,865 | -59.13% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 48,344 | 872 | 0.0% | 0.0% | 91 | -101,774 | -67.8% | Q1 2026 | May 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 48,090 | 868 | 0.0% | 0.0% | 92 | -391 | -0.81% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 47,463 | 856 | 0.0% | 0.0% | 93 | +21,578 | 83.36% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | New | 45,800 | 826 | 0.0% | — | 94 | +45,800 | New | Q1 2026 | May 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 46,600 | 818 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Freestone Grove Partners LP | History | Added to | 45,314 | 817 | 0.01% | 0.0% | 96 | +26,152 | 136.48% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 43,184 | 779 | 0.01% | — | 97 | +43,184 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 41,666 | 752 | 0.0% | 0.0% | 98 | +10,621 | 34.21% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 41,477 | 748 | 0.01% | 0.01% | 99 | -11,600 | -21.86% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 40,815 | 715 | 0.01% | 0.01% | 100 | -9,528 | -18.93% | Q1 2026 | May 14, 2026 |
| Summit Global Investments | History | Reduced | 37,522 | 677 | 0.04% | 0.04% | 101 | -1,617 | -4.13% | Q1 2026 | May 07, 2026 |
| Engineers Gate Manager LP | History | Added to | 36,310 | 655 | 0.01% | 0.01% | 102 | +6,991 | 23.84% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 36,485 | 644 | 0.01% | 0.01% | 103 | +1,716 | 4.94% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 34,786 | 628 | 0.0% | 0.0% | 104 | -1,025 | -2.86% | Q1 2026 | May 01, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 33,286 | 600 | 0.0% | 0.0% | 105 | -4,711 | -12.4% | Q1 2026 | May 14, 2026 |
| Optimize Financial Inc | History | New | 32,595 | 588 | 0.29% | — | 106 | +32,595 | New | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 31,949 | 576 | 0.0% | — | 107 | +31,949 | New | Q1 2026 | May 08, 2026 |
| Man Group plc | History | New | 31,469 | 568 | 0.0% | — | 108 | +31,469 | New | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 31,249 | 564 | 0.01% | 0.01% | 109 | +4,467 | 16.68% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 30,120 | 543 | 0.0% | 0.0% | 110 | -36,559 | -54.83% | Q1 2026 | May 11, 2026 |
| Inspire Investing, LLC | History | Added to | 29,733 | 536 | 0.04% | 0.04% | 111 | +2,639 | 9.74% | Q1 2026 | Apr 23, 2026 |
| MetLife Investment Management, LLC | History | Added to | 29,553 | 533 | 0.0% | 0.0% | 112 | +1,157 | 4.07% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 29,344 | 529 | 0.0% | 0.0% | 113 | -12,306 | -29.55% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 29,104 | 524 | 0.01% | 0.01% | 114 | -617 | -2.08% | Q1 2026 | Apr 20, 2026 |
| Krane Funds Advisors LLC | History | Added to | 28,778 | 518 | 0.02% | 0.01% | 115 | +6,180 | 27.35% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | New | 25,932 | 468 | 0.01% | — | 116 | +25,932 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 24,618 | 444 | 0.0% | 0.0% | 117 | +271 | 1.11% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 24,100 | 435 | 0.0% | 0.0% | 118 | -49,672 | -67.33% | Q1 2026 | May 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,555 | 425 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 23,100 | 416 | 0.01% | 0.01% | 120 | -800 | -3.35% | Q1 2026 | Apr 20, 2026 |
| Truvestments Capital LLC | History | No change | 23,051 | 416 | 0.08% | 0.07% | 121 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 22,517 | 406 | 0.0% | 0.0% | 122 | -519 | -2.25% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 21,778 | 393 | 0.01% | 0.01% | 123 | -7,469 | -25.54% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 21,362 | 375 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 20,714 | 373 | 0.0% | 0.0% | 125 | -1,193 | -5.45% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Added to | 20,608 | 371 | 0.01% | 0.01% | 126 | +2,462 | 13.57% | Q1 2026 | Apr 16, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 20,354 | 367 | 0.01% | 0.0% | 127 | +7,808 | 62.23% | Q1 2026 | May 13, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 20,303 | 366 | 0.01% | 0.01% | 128 | -3,182 | -13.55% | Q1 2026 | Apr 07, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 19,488 | 351 | 0.0% | 0.0% | 129 | +7,440 | 61.75% | Q1 2026 | Apr 29, 2026 |
| EntryPoint Capital, LLC | History | New | 17,911 | 323 | 0.09% | — | 130 | +17,911 | New | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 17,160 | 309 | 0.0% | 0.0% | 131 | -530 | -3.0% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 16,851 | 304 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 16,763 | 297 | 0.0% | 0.0% | 133 | -5,890 | -26.0% | Q1 2026 | Apr 30, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 15,739 | 284 | 0.0% | — | 135 | +15,739 | New | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 15,737 | 284 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,612 | 281 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 15,484 | 279 | 0.08% | 0.07% | 137 | +432 | 2.87% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 15,018 | 271 | 0.0% | 0.0% | 138 | -391 | -2.54% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 14,601 | 263 | 0.0% | 0.0% | 139 | +6,165 | 73.08% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,573 | 263 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | New | 14,554 | 262 | 0.0% | — | 141 | +14,554 | New | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 14,312 | 258 | 0.0% | 0.0% | 142 | -99 | -0.69% | Q1 2026 | May 01, 2026 |
| PFG Investments, LLC | History | New | 14,261 | 257 | 0.01% | — | 143 | +14,261 | New | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 13,908 | 251 | 0.0% | 0.0% | 144 | -3,475 | -19.99% | Q1 2026 | Apr 30, 2026 |
| CIBC WORLD MARKET INC. | History | No change | 13,946 | 251 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,855 | 250 | 0.0% | 0.0% | 146 | -261 | -1.85% | Q1 2026 | Apr 24, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 13,750 | 248 | 0.0% | 0.0% | 147 | -5,453 | -28.4% | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | No change | 13,603 | 245 | 0.02% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 13,500 | 243 | 0.0% | — | 149 | +13,500 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 13,151 | 237 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,888 | 232 | 0.0% | 0.0% | 151 | -14 | -0.11% | Q1 2026 | May 01, 2026 |
| Optimist Retirement Group LLC | History | New | 12,454 | 224 | 0.1% | — | 152 | +12,454 | New | Q1 2026 | May 11, 2026 |
| ALPS ADVISORS INC | History | Reduced | 12,367 | 223 | 0.0% | 0.0% | 153 | -1,290 | -9.45% | Q1 2026 | May 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,303 | 222 | 0.0% | 0.0% | 154 | +12,027 | 4357.61% | Q1 2026 | May 01, 2026 |
| Jefferies Financial Group Inc. | History | New | 12,211 | 220 | 0.0% | — | 155 | +12,211 | New | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 12,391 | 217 | 0.0% | — | 156 | +12,391 | New | Q1 2026 | Apr 08, 2026 |
| Tidal Investments LLC | History | Added to | 12,013 | 216 | 0.0% | 0.0% | 157 | +224 | 1.9% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 11,916 | 215 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 11,817 | 213 | 0.0% | — | 159 | +11,817 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 11,800 | 212 | 0.0% | 0.0% | 160 | +1,100 | 10.28% | Q1 2026 | Apr 29, 2026 |
| STEPHENS INC /AR/ | History | New | 11,563 | 208 | 0.0% | — | 161 | +11,563 | New | Q1 2026 | Apr 28, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,122 | 200 | 0.01% | 0.0% | 162 | +9,938 | 839.36% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 11,202 | 196 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CWM, LLC | History | Reduced | 10,396 | 187 | 0.0% | 0.0% | 164 | -1,331 | -11.35% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | New | 10,344 | 186 | 0.01% | — | 165 | +10,344 | New | Q1 2026 | Apr 29, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 8,652 | 156 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 8,601 | 155 | 0.0% | 0.0% | 167 | +1,551 | 22.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,609 | 119 | 0.0% | 0.0% | 168 | +1,894 | 40.17% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,390 | 115 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 5,307 | 95 | 0.06% | 0.06% | 170 | -257 | -4.62% | Q1 2026 | Apr 24, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,388 | 79 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 3,740 | 67 | 0.0% | 0.0% | 172 | +340 | 10.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,656 | 66 | 0.0% | 0.0% | 174 | +2,208 | 152.49% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,685 | 66 | 0.0% | 0.0% | 173 | +1,226 | 49.86% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,901 | 52 | 0.0% | 0.0% | 175 | -3,326 | -53.41% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,842 | 51 | 0.0% | 0.0% | 176 | +225 | 8.6% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,742 | 49 | 0.01% | 0.0% | 177 | +257 | 10.34% | Q1 2026 | May 11, 2026 |
| KBC Group NV | History | No change | 2,454 | 44 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Security National Bank | History | No change | 2,469 | 44 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,136 | 38 | 0.0% | 0.0% | 180 | +946 | 79.5% | Q1 2026 | Apr 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,500 | 27 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,263 | 22 | 0.0% | 0.0% | 182 | -834 | -39.77% | Q1 2026 | Apr 22, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,200 | 21 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 1,144 | 20 | 0.0% | 0.0% | 184 | -50,144 | -97.77% | Q1 2026 | May 08, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,082 | 19 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 1,000 | 18 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 772 | 13 | 0.0% | 0.0% | 187 | +443 | 134.65% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 727 | 13 | 0.0% | 0.0% | 188 | +313 | 75.6% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 569 | 10 | 0.0% | 0.0% | 189 | +436 | 327.82% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | New | 535 | 9 | 0.0% | — | 192 | +535 | New | Q1 2026 | Apr 14, 2026 |
| UMB Bank, n.a. | History | Added to | 511 | 9 | 0.0% | — | 190 | +457 | 846.3% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 522 | 9 | 0.0% | 0.0% | 191 | +11 | 2.15% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 450 | 8 | 0.01% | 0.01% | 194 | -508 | -53.03% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Added to | 479 | 8 | 0.0% | 0.0% | 193 | +315 | 192.07% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 426 | 7 | 0.0% | 0.0% | 196 | +110 | 34.81% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | No change | 432 | 7 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 412 | 7 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 253 | 6 | 0.0% | — | 204 | +253 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 350 | 6 | 0.0% | 0.0% | 203 | +150 | 75.0% | Q1 2026 | Apr 07, 2026 |
| US BANCORP \DE\ | History | Added to | 384 | 6 | 0.0% | 0.0% | 198 | +82 | 27.15% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 357 | 6 | 0.0% | 0.0% | 200 | +11 | 3.18% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 335 | 6 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Front Row Advisors LLC | History | No change | 374 | 6 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 338 | 6 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | New | 307 | 5 | 0.0% | — | 206 | +307 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 304 | 5 | 0.0% | 0.0% | 205 | -22 | -6.75% | Q1 2026 | Apr 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 247 | 4 | 0.0% | 0.0% | 208 | -732 | -74.77% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 250 | 4 | 0.0% | 0.0% | 209 | -509 | -67.06% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | New | 251 | 4 | 0.0% | — | 213 | +251 | New | Q1 2026 | May 07, 2026 |
| Main Street Group, LTD | History | New | 240 | 4 | 0.0% | — | 214 | +240 | New | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | Added to | 224 | 4 | 0.0% | 0.0% | 212 | +157 | 234.33% | Q1 2026 | May 21, 2026 |
| True Wealth Design, LLC | History | Reduced | 238 | 4 | 0.0% | 0.0% | 211 | -2 | -0.83% | Q1 2026 | Apr 13, 2026 |
| BESSEMER GROUP INC | History | No change | 259 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 269 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 55 | 3 | 0.0% | 0.0% | 216 | -1,542 | -96.56% | Q1 2026 | May 13, 2026 |
| Quarry LP | History | Reduced | 190 | 3 | 0.0% | 0.0% | 217 | -600 | -75.95% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 193 | 3 | 0.0% | 0.0% | 218 | +77 | 66.38% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 185 | 3 | 0.0% | 0.0% | 215 | +30 | 19.35% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 132 | 2 | 0.0% | — | 219 | +100 | 312.5% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Added to | 141 | 2 | 0.0% | 0.0% | 220 | +83 | 143.1% | Q1 2026 | Apr 22, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 122 | 2 | 0.0% | 0.0% | 221 | -25 | -17.01% | Q1 2026 | Apr 27, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 63 | 1 | 0.0% | — | 226 | +63 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 71 | 1 | 0.0% | 0.0% | 224 | -61 | -46.21% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 36 | 1 | 0.0% | — | 223 | +24 | 200.0% | Q1 2026 | Apr 16, 2026 |
| Parkside Financial Bank & Trust | History | No change | 107 | 1 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 56 | 1 | 0.0% | — | 225 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -103,873 | -100.0% | Q1 2026 | May 15, 2026 |
| Western Standard LLC | History | Closed out | 0 | 0 | — | 0.81% | — | -100,000 | -100.0% | Q1 2026 | May 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.07% | — | -44,520 | -100.0% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -36,932 | -100.0% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -33,108 | -100.0% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -29,675 | -100.0% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,031 | -100.0% | Q1 2026 | Apr 16, 2026 |
| FIDUCIARY FINANCIAL GROUP, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,813 | -100.0% | Q1 2026 | Apr 13, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -17,468 | -100.0% | Q1 2026 | May 14, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,028 | -100.0% | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Closed out | 0 | 0 | — | 0.01% | — | -16,745 | -100.0% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -15,541 | -100.0% | Q1 2026 | Apr 20, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,423 | -100.0% | Q1 2026 | Apr 14, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,767 | -100.0% | Q1 2026 | May 14, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,477 | -100.0% | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -11,844 | -100.0% | Q1 2026 | Apr 23, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -11,678 | -100.0% | Q1 2026 | May 11, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,625 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,602 | -100.0% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -10,443 | -100.0% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,205 | -100.0% | Q1 2026 | Apr 24, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,038 | -100.0% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -9,500 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -3,800 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,900 | -100.0% | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -979 | -100.0% | Q1 2026 | May 12, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -566 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Glen Eagle Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -400 | -100.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -143 | -90.51% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -52 | -100.0% | Q1 2026 | May 07, 2026 |
| Arlington Trust Co LLC | History | New | 44 | 0 | — | — | — | +44 | New | Q1 2026 | Apr 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 40 | 0 | — | — | — | +36 | 900.0% | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 54 | 0 | — | — | — | +25 | 86.21% | Q1 2026 | May 08, 2026 |
| Gunpowder Capital Management, LLC dba Oliver Wealth Management | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | May 08, 2026 |
| Investors Portfolio Services LLC | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 18 | 0 | — | — | — | +15 | 500.0% | Q1 2026 | Apr 21, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -15 | -100.0% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 32 | 0 | — | — | — | +11 | 52.38% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 15 | 0 | — | — | — | +8 | 114.29% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q1 2026 | Apr 23, 2026 |
| Signature Resources Capital Management, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trust Co | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 25 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 51 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |