Upstart Holdings, Inc. - UPST
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| REX Advisers, LLC | History | New | 141,500 | 775,137 | 2.34% | — | 1 | +141,500 | New | Q1 2026 | Apr 16, 2026 |
| VANGUARD GROUP INC | History | No change | 8,073,659 | 353,061 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 7,403,079 | 189,888 | 0.0% | 0.01% | 3 | +314,319 | 4.43% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 6,800,606 | 174,435 | 0.02% | 0.03% | 4 | +192,917 | 2.92% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 4,170,262 | 106,967 | 0.02% | 0.03% | 5 | -28,097 | -0.67% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 3,975,059 | 101,960 | 0.01% | 0.01% | 6 | -231,556 | -5.5% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,752,050 | 96,240 | 0.0% | — | 7 | +3,752,050 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,743,541 | 96,021 | 0.01% | — | 8 | +3,743,541 | New | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Added to | 3,389,610 | 86,943 | 0.09% | 0.02% | 9 | +2,826,042 | 501.46% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,769,423 | 71,035 | 0.01% | 0.02% | 10 | +441,239 | 18.95% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | Added to | 2,683,540 | 68,832 | 0.02% | 0.04% | 11 | +425,326 | 18.83% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,124,078 | 54,492 | 0.0% | 0.01% | 12 | +55,563 | 2.69% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,053,086 | 52,661 | 0.0% | 0.0% | 13 | +52,033 | 2.6% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 1,141,425 | 49,914 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 1,650,876 | 42,344 | 0.03% | 0.05% | 15 | -522,511 | -24.04% | Q1 2026 | May 15, 2026 |
| Clear Street Group Inc. | History | Reduced | 1,605,206 | 41,173 | 0.17% | 0.42% | 16 | -969,508 | -37.65% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,559,486 | 40,000 | 0.0% | 0.01% | 17 | -118,138 | -7.04% | Q1 2026 | May 15, 2026 |
| Halter Ferguson Financial Inc. | History | Added to | 1,467,360 | 37,637 | 8.26% | 3.99% | 18 | +1,052,039 | 253.31% | Q1 2026 | Apr 28, 2026 |
| BARCLAYS PLC | History | Added to | 1,452,286 | 37,251 | 0.01% | 0.01% | 19 | +408,184 | 39.09% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 1,256,867 | 32,238 | 0.0% | 0.01% | 20 | +464,530 | 58.63% | Q1 2026 | May 05, 2026 |
| Optiver Holding B.V. | History | Added to | 1,242,400 | 31,867 | 0.01% | 0.01% | 21 | +578,795 | 87.22% | Q1 2026 | May 15, 2026 |
| BAILLIE GIFFORD & CO | History | Added to | 1,108,295 | 28,427 | 0.03% | 0.03% | 22 | +349,366 | 46.03% | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,022,780 | 26,233 | 0.01% | 0.0% | 23 | +744,190 | 267.13% | Q1 2026 | May 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 997,016 | 25,573 | 0.03% | 0.01% | 24 | +768,904 | 337.07% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 994,679 | 25,513 | 0.12% | 0.17% | 25 | -390,066 | -28.17% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 967,587 | 24,818 | 0.03% | 0.01% | 26 | +672,587 | 228.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 889,860 | 22,824 | 0.03% | 0.02% | 27 | +419,081 | 89.02% | Q1 2026 | May 15, 2026 |
| COATUE MANAGEMENT LLC | History | New | 870,947 | 22,339 | 0.08% | — | 28 | +870,947 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 824,864 | 21,157 | 0.01% | 0.01% | 29 | +486,211 | 143.57% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 806,341 | 20,682 | 0.01% | 0.01% | 30 | +242,696 | 43.06% | Q1 2026 | May 11, 2026 |
| PEAK6 LLC | History | Added to | 791,230 | 20,295 | 0.05% | 0.03% | 31 | +362,913 | 84.73% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 788,044 | 20,252 | 0.01% | 0.01% | 32 | +577,899 | 275.0% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 758,887 | 19,465 | 0.0% | 0.0% | 33 | +14,701 | 1.98% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 656,018 | 16,826 | 0.0% | 0.01% | 34 | -89,818 | -12.04% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 597,310 | 15,321 | 0.0% | — | 35 | +597,310 | New | Q1 2026 | May 08, 2026 |
| KADENSA CAPITAL Ltd | History | Added to | 589,871 | 15,130 | 2.11% | 2.37% | 36 | +68,885 | 13.22% | Q1 2026 | May 15, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 559,525 | 14,351 | 0.06% | 0.17% | 37 | -446,605 | -44.39% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 505,978 | 12,978 | 0.0% | 0.01% | 38 | -2,032,448 | -80.07% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 479,300 | 12,294 | 0.02% | 0.04% | 39 | +13,000 | 2.79% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 438,000 | 11,234 | 0.01% | 0.02% | 40 | -209,372 | -32.34% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 373,455 | 9,579 | 0.01% | 0.01% | 41 | +54,908 | 17.24% | Q1 2026 | May 13, 2026 |
| GC Wealth Management RIA, LLC | History | Added to | 344,646 | 8,840 | 0.37% | 0.4% | 42 | +95,172 | 38.15% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 337,287 | 8,651 | 0.03% | 0.06% | 43 | +1,101 | 0.33% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Reduced | 328,038 | 8,414 | 0.01% | 0.03% | 44 | -176,032 | -34.92% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 308,007 | 7,900 | 0.01% | 0.02% | 45 | +110,607 | 56.03% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 217,173 | 7,221 | 0.0% | 0.0% | 46 | +157,111 | 261.58% | Q1 2026 | May 12, 2026 |
| Caption Management, LLC | History | Added to | 280,000 | 7,182 | 0.04% | 0.08% | 47 | +15,000 | 5.66% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 267,341 | 6,857 | 0.0% | 0.0% | 48 | -1,873 | -0.7% | Q1 2026 | May 05, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 251,143 | 6,441 | 0.04% | 0.03% | 49 | +97,112 | 63.05% | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | New | 226,197 | 5,801 | 0.04% | — | 50 | +226,197 | New | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 215,345 | 5,523 | 0.02% | 0.05% | 51 | -132,536 | -38.1% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 209,947 | 5,384 | 0.01% | 0.02% | 52 | +92,847 | 79.29% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 202,879 | 5,203 | 0.01% | 0.01% | 53 | -74,820 | -26.94% | Q1 2026 | May 15, 2026 |
| Maxi Investments CY Ltd | History | No change | 193,400 | 4,961 | 1.08% | 1.54% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 188,872 | 4,844 | 0.01% | 0.02% | 55 | +23,071 | 13.91% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 188,344 | 4,831 | 0.0% | 0.0% | 56 | -1,288 | -0.68% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Reduced | 183,637 | 4,710 | 0.01% | 0.06% | 57 | -920,214 | -83.36% | Q1 2026 | Apr 16, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 180,606 | 4,632 | 0.01% | 0.1% | 58 | -670,233 | -78.77% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 178,984 | 4,590 | 0.0% | 0.0% | 59 | +21,552 | 13.69% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Added to | 173,200 | 4,442 | 0.0% | 0.0% | 60 | +2,400 | 1.41% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 99,991 | 4,372 | 0.0% | 0.0% | 61 | +1,181 | 1.2% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 161,770 | 4,149 | 0.0% | 0.0% | 62 | -48,394 | -23.03% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 170,062 | 4,118 | 0.0% | 0.0% | 63 | -240,546 | -58.58% | Q1 2026 | May 13, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 151,475 | 3,885 | 0.01% | 0.01% | 64 | +8,667 | 6.07% | Q1 2026 | May 14, 2026 |
| Holocene Advisors, LP | History | Added to | 134,934 | 3,461 | 0.01% | 0.0% | 65 | +125,892 | 1392.3% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 128,800 | 3,303 | 0.04% | 0.01% | 66 | +119,410 | 1271.67% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Reduced | 116,308 | 2,983 | 0.02% | 0.32% | 67 | -1,062,689 | -90.14% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 115,008 | 2,948 | 0.0% | 0.08% | 68 | -1,093,193 | -90.48% | Q1 2026 | May 15, 2026 |
| Banco Santander, S.A. | History | Added to | 109,300 | 2,803 | 0.02% | 0.01% | 69 | +68,777 | 169.72% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 108,871 | 2,792 | 0.0% | 0.0% | 70 | -5,810 | -5.07% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 108,065 | 2,771 | 0.0% | 0.0% | 71 | -945 | -0.87% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 107,290 | 2,751 | 0.0% | 0.0% | 72 | +16,303 | 17.92% | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | Added to | 106,086 | 2,721 | 0.11% | 0.1% | 73 | +35,776 | 50.88% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 105,393 | 2,703 | 0.0% | 0.01% | 74 | -4,243 | -3.87% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 103,860 | 2,664 | 0.0% | 0.01% | 75 | +24,492 | 30.86% | Q1 2026 | May 15, 2026 |
| Neo Ivy Capital Management | History | Reduced | 102,953 | 2,640 | 0.7% | 0.97% | 76 | -37,322 | -26.61% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 100,693 | 2,582 | 0.0% | 0.0% | 77 | +17,675 | 21.29% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 100,192 | 2,569 | 0.0% | 0.01% | 78 | +29,957 | 42.65% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | No change | 100,041 | 2,566 | 0.15% | 0.28% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 97,604 | 2,504 | 0.0% | 0.0% | 80 | +17,225 | 21.43% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 96,580 | 2,477 | 0.02% | 0.01% | 81 | +55,993 | 137.96% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 93,020 | 2,385 | 0.0% | 0.0% | 82 | -542 | -0.58% | Q1 2026 | May 14, 2026 |
| Divisadero Street Capital Management, LP | History | Reduced | 89,589 | 2,297 | 0.1% | 0.76% | 83 | -280,411 | -75.79% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 86,669 | 2,223 | 0.0% | 0.0% | 84 | +26,360 | 43.71% | Q1 2026 | May 15, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Added to | 83,941 | 2,153 | 0.01% | 0.01% | 85 | +2,354 | 2.89% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | Reduced | 81,815 | 2,098 | 0.01% | 0.05% | 87 | -286,954 | -77.81% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 81,800 | 2,098 | 0.03% | 0.01% | 86 | +62,013 | 313.4% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 81,488 | 2,090 | 0.0% | 0.0% | 88 | -9,164 | -10.11% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 80,987 | 2,077 | 0.0% | 0.0% | 89 | +6,984 | 9.44% | Q1 2026 | May 06, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 83,501 | 2,064 | 0.0% | 0.0% | 90 | -4,442 | -5.05% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 79,691 | 2,044 | 0.0% | — | 91 | +79,691 | New | Q1 2026 | May 08, 2026 |
| Headlands Technologies LLC | History | New | 79,501 | 2,039 | 0.23% | — | 92 | +79,501 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 77,791 | 1,995 | 0.0% | 0.0% | 93 | +65,991 | 559.25% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 76,407 | 1,959 | 0.01% | — | 94 | +76,407 | New | Q1 2026 | Apr 14, 2026 |
| WINTON GROUP Ltd | History | New | 75,900 | 1,946 | 0.07% | — | 95 | +75,900 | New | Q1 2026 | May 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 70,797 | 1,815 | 0.0% | 0.0% | 96 | +20,415 | 40.52% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 69,694 | 1,787 | 0.0% | 0.0% | 97 | -14,551 | -17.27% | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | New | 69,342 | 1,778 | 0.02% | — | 98 | +69,342 | New | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Reduced | 68,054 | 1,745 | 0.01% | 0.01% | 99 | -3,269 | -4.58% | Q1 2026 | Apr 24, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 67,525 | 1,732 | 0.01% | 0.04% | 100 | -152,526 | -69.31% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 63,435 | 1,627 | 0.0% | 0.01% | 101 | -12,255 | -16.19% | Q1 2026 | May 04, 2026 |
| SummitTX Capital, L.P. | History | Reduced | 59,503 | 1,526 | 0.05% | 0.11% | 102 | -25,720 | -30.18% | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | New | 59,216 | 1,518 | 0.18% | — | 103 | +59,216 | New | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 33,000 | 1,443 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 54,168 | 1,389 | 0.0% | 0.0% | 105 | +1,789 | 3.42% | Q1 2026 | Apr 27, 2026 |
| Creative Planning | History | Added to | 53,914 | 1,382 | 0.0% | 0.0% | 106 | +8,524 | 18.78% | Q1 2026 | May 12, 2026 |
| Liontrust Investment Partners LLP | History | Reduced | 52,013 | 1,334 | 0.02% | 0.05% | 107 | -19,511 | -27.28% | Q1 2026 | May 20, 2026 |
| SANDLER CAPITAL MANAGEMENT | History | Added to | 52,000 | 1,333 | 0.69% | 0.69% | 108 | +3,600 | 7.44% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 48,714 | 1,249 | 0.02% | 0.01% | 109 | +28,604 | 142.24% | Q1 2026 | May 15, 2026 |
| TCI Wealth Advisors, Inc. | History | Added to | 48,389 | 1,241 | 0.07% | 0.11% | 110 | +4,000 | 9.01% | Q1 2026 | Apr 27, 2026 |
| MetLife Investment Management, LLC | History | Added to | 47,530 | 1,219 | 0.01% | 0.01% | 111 | +639 | 1.36% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 45,836 | 1,175 | 0.1% | 0.17% | 112 | -38,244 | -45.49% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 45,062 | 1,155 | 0.0% | 0.01% | 113 | -139,637 | -75.6% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Added to | 44,934 | 1,152 | 0.17% | 0.26% | 114 | +1,811 | 4.2% | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 44,760 | 1,148 | 0.07% | 0.03% | 115 | +37,920 | 554.39% | Q1 2026 | May 08, 2026 |
| GMT CAPITAL CORP | History | New | 42,000 | 1,077 | 0.05% | — | 116 | +42,000 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 41,047 | 1,052 | 0.0% | 0.0% | 117 | -2,806 | -6.4% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Reduced | 38,218 | 980 | 0.01% | 0.03% | 118 | -2,253 | -5.57% | Q1 2026 | Apr 08, 2026 |
| Altshuler Shaham Ltd | History | Added to | 37,800 | 969 | 0.02% | 0.02% | 119 | +10,800 | 40.0% | Q1 2026 | May 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,276 | 948 | 0.0% | 0.0% | 120 | +24,267 | 173.22% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 36,899 | 946 | 0.0% | 0.0% | 121 | +11,885 | 47.51% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 36,803 | 943 | 0.0% | 0.0% | 122 | -8,364 | -18.52% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Added to | 35,883 | 920 | 0.34% | 0.5% | 123 | +19,872 | 124.11% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 35,711 | 915 | 0.0% | 0.0% | 124 | +5,500 | 18.21% | Q1 2026 | May 15, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 35,688 | 915 | 0.06% | 0.12% | 125 | -2,000 | -5.31% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 35,554 | 911 | 0.0% | — | 126 | +35,554 | New | Q1 2026 | May 08, 2026 |
| SCS Capital Management LLC | History | No change | 35,140 | 901 | 0.01% | 0.02% | 127 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sepio Capital, LP | History | No change | 33,405 | 856 | 0.05% | 0.08% | 128 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Interval Partners, LP | History | Reduced | 32,200 | 825 | 0.02% | 0.09% | 129 | -80,092 | -71.32% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 30,910 | 792 | 0.01% | 0.03% | 130 | -3,948 | -11.33% | Q1 2026 | Apr 22, 2026 |
| Falcon Wealth Planning | History | Reduced | 30,105 | 772 | 0.05% | 0.11% | 131 | -260 | -0.86% | Q1 2026 | Apr 20, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 17,189 | 751 | 0.18% | 0.18% | 132 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Rare Wolf Capital LLC | History | Added to | 29,277 | 750 | 0.49% | 0.38% | 133 | +15,202 | 108.01% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 27,588 | 707 | 0.0% | 0.0% | 134 | -6,212 | -18.38% | Q1 2026 | May 15, 2026 |
| Intellectus Partners, LLC | History | Added to | 27,250 | 698 | 0.14% | 0.23% | 135 | +550 | 2.06% | Q1 2026 | Apr 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 27,126 | 695 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ALLSTATE CORP | History | New | 26,700 | 684 | 0.01% | — | 137 | +26,700 | New | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 26,062 | 668 | 0.0% | 0.0% | 138 | +1,208 | 4.86% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 26,059 | 660 | 0.05% | 0.06% | 139 | +5,755 | 28.34% | Q1 2026 | May 01, 2026 |
| WMG Financial Advisors, LLC | History | Added to | 25,727 | 659 | 0.27% | 0.31% | 140 | +8,265 | 47.33% | Q1 2026 | Apr 23, 2026 |
| Gemmer Asset Management LLC | History | Added to | 25,393 | 651 | 0.05% | 0.08% | 141 | +1,375 | 5.72% | Q1 2026 | Apr 22, 2026 |
| Bridgefront Capital, LLC | History | New | 25,038 | 642 | 0.16% | — | 142 | +25,038 | New | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 24,935 | 639 | 0.0% | 0.0% | 143 | +3,680 | 17.31% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 24,722 | 633 | 0.0% | 0.0% | 144 | +3,241 | 15.09% | Q1 2026 | May 18, 2026 |
| Jain Global LLC | History | New | 24,542 | 629 | 0.0% | — | 145 | +24,542 | New | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 24,119 | 619 | 0.0% | 0.0% | 146 | +5,135 | 27.05% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 24,050 | 616 | 0.0% | 0.01% | 147 | -305 | -1.25% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 24,014 | 615 | 0.01% | 0.02% | 148 | -17,685 | -42.41% | Q1 2026 | May 08, 2026 |
| BAILARD, INC. | History | No change | 23,910 | 613 | 0.01% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 23,800 | 610 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 23,145 | 593 | 0.01% | 0.01% | 151 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 22,947 | 588 | 0.07% | 0.07% | 152 | +9,432 | 69.79% | Q1 2026 | May 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 21,350 | 547 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 21,291 | 546 | 0.0% | 0.0% | 154 | -6,854 | -24.35% | Q1 2026 | May 04, 2026 |
| EMC Capital Management | History | No change | 11,050 | 543 | 0.24% | 0.24% | 155 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 20,915 | 536 | 0.0% | — | 156 | +20,915 | New | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 20,339 | 521 | 0.02% | — | 157 | +20,339 | New | Q1 2026 | Apr 29, 2026 |
| Gator Capital Management, LLC | History | New | 20,000 | 513 | 0.1% | — | 158 | +20,000 | New | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 19,781 | 507 | 0.0% | 0.0% | 159 | -17,927 | -47.54% | Q1 2026 | May 15, 2026 |
| Leonteq Securities AG | History | Added to | 19,510 | 500 | 0.02% | 0.02% | 160 | +3,141 | 19.19% | Q1 2026 | Apr 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 19,300 | 495 | 0.0% | 0.0% | 161 | +800 | 4.32% | Q1 2026 | Apr 29, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 18,763 | 481 | 0.0% | 0.01% | 162 | -9,042 | -32.52% | Q1 2026 | Apr 30, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 18,643 | 478 | 0.0% | 0.0% | 163 | +5,532 | 42.19% | Q1 2026 | Apr 22, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 18,300 | 469 | 0.0% | 0.0% | 164 | +7,200 | 64.86% | Q1 2026 | May 15, 2026 |
| Simplicity Wealth,LLC | History | Reduced | 18,209 | 467 | 0.03% | 0.06% | 165 | -3,370 | -15.62% | Q1 2026 | Apr 30, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 18,000 | 461 | 0.01% | 0.02% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 17,751 | 455 | 0.01% | 0.02% | 167 | -217 | -1.21% | Q1 2026 | Apr 27, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 16,471 | 422 | 0.11% | 0.08% | 168 | +8,986 | 120.05% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 15,978 | 409 | 0.01% | 0.01% | 169 | +8,098 | 102.77% | Q1 2026 | Apr 14, 2026 |
| Royal Fund Management, LLC | History | Reduced | 15,840 | 406 | 0.04% | 0.07% | 170 | -900 | -5.38% | Q1 2026 | May 19, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 15,629 | 400 | 0.0% | 0.0% | 171 | +1,714 | 12.32% | Q1 2026 | May 08, 2026 |
| Kercheville Advisors, LLC | History | Added to | 15,000 | 384 | 0.12% | 0.06% | 172 | +10,000 | 200.0% | Q1 2026 | Apr 20, 2026 |
| Entropy Technologies, LP | History | New | 14,958 | 383 | 0.02% | — | 174 | +14,958 | New | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 14,939 | 383 | 0.0% | 0.01% | 173 | +2,600 | 21.07% | Q1 2026 | May 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 14,800 | 379 | 0.06% | — | 176 | +14,800 | New | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,791 | 379 | 0.0% | 0.0% | 175 | -458 | -3.0% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Added to | 14,736 | 377 | 0.0% | 0.0% | 177 | +2,734 | 22.78% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 14,595 | 374 | 0.0% | 0.0% | 178 | -2,721 | -15.71% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | Reduced | 14,546 | 373 | 0.03% | 0.18% | 179 | -38,148 | -72.4% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 14,528 | 372 | 0.0% | 0.0% | 180 | +1,018 | 7.54% | Q1 2026 | Apr 22, 2026 |
| Integrated Financial Solutions, Inc. | History | Reduced | 14,510 | 372 | 0.26% | 0.41% | 181 | -1,000 | -6.45% | Q1 2026 | Apr 10, 2026 |
| INTERCAPITAL, LLC | History | New | 14,000 | 359 | 0.12% | — | 182 | +14,000 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 13,630 | 349 | 0.0% | 0.0% | 183 | +8,285 | 155.0% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 13,410 | 344 | 0.0% | 0.0% | 184 | +523 | 4.06% | Q1 2026 | May 13, 2026 |
| PFG Investments, LLC | History | No change | 12,900 | 330 | 0.02% | 0.03% | 185 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Fairbanks Capital Management, Inc. | History | No change | 12,800 | 328 | 0.21% | 0.31% | 186 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | Added to | 12,617 | 323 | 0.01% | 0.01% | 187 | +3,387 | 36.7% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,495 | 320 | 0.0% | 0.0% | 188 | -3,085 | -19.8% | Q1 2026 | Apr 24, 2026 |
| Phoenix Financial Ltd. | History | Added to | 12,312 | 315 | 0.0% | 0.0% | 189 | +3,830 | 45.15% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 11,897 | 305 | 0.0% | 0.0% | 190 | -10,961 | -47.95% | Q1 2026 | Apr 30, 2026 |
| Portman Square Capital LLP | History | Added to | 11,810 | 302 | 0.01% | 0.02% | 191 | +2,710 | 29.78% | Q1 2026 | Apr 27, 2026 |
| Capital Advantage, Inc. | History | No change | 11,625 | 298 | 0.04% | 0.07% | 192 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 11,486 | 294 | 0.0% | 0.01% | 193 | -1,730 | -13.09% | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Added to | 11,184 | 286 | 0.0% | 0.01% | 194 | +1,258 | 12.67% | Q1 2026 | Apr 27, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Reduced | 11,009 | 282 | 0.01% | 0.01% | 195 | -80 | -0.72% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 10,313 | 264 | 0.0% | 0.0% | 196 | +669 | 6.94% | Q1 2026 | May 14, 2026 |
| Inspire Advisors, LLC | History | Added to | 9,850 | 252 | 0.02% | 0.03% | 197 | +2,108 | 27.23% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 9,778 | 250 | 0.0% | 0.0% | 198 | +25 | 0.26% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 5,640 | 246 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| nVerses Capital, LLC | History | New | 9,383 | 240 | 0.22% | — | 200 | +9,383 | New | Q1 2026 | May 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | New | 9,217 | 236 | 0.02% | — | 201 | +9,217 | New | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 9,123 | 234 | 0.0% | 0.0% | 202 | +358 | 4.08% | Q1 2026 | Apr 23, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,953 | 229 | 0.0% | 0.01% | 203 | -917 | -9.29% | Q1 2026 | May 08, 2026 |
| AMI ASSET MANAGEMENT CORP | History | Reduced | 8,787 | 225 | 0.01% | 0.02% | 204 | -210 | -2.33% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 8,738 | 224 | 0.01% | 0.01% | 205 | -2,281 | -20.7% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 8,559 | 219 | 0.0% | 0.0% | 206 | +3,861 | 82.18% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 8,401 | 215 | 0.0% | 0.0% | 207 | -300 | -3.45% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 8,347 | 214 | 0.01% | 0.1% | 208 | -69,240 | -89.24% | Q1 2026 | May 15, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | No change | 8,232 | 211 | 0.01% | 0.02% | 209 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NFSG Corp | History | Reduced | 8,085 | 207 | 0.03% | 0.06% | 211 | -1,333 | -14.15% | Q1 2026 | May 05, 2026 |
| XPONANCE LLC | History | Added to | 8,084 | 207 | 0.0% | 0.0% | 210 | +1,315 | 19.43% | Q1 2026 | May 13, 2026 |
| Strategic Family Wealth Counselors, L.L.C. | History | Added to | 8,021 | 205 | 0.05% | 0.08% | 212 | +29 | 0.36% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 7,946 | 203 | 0.0% | 0.0% | 213 | -19,222 | -70.75% | Q1 2026 | May 08, 2026 |
| EP Wealth Advisors, LLC | History | New | 7,879 | 202 | 0.0% | — | 214 | +7,879 | New | Q1 2026 | May 14, 2026 |
| HUB Investment Partners, LLC | History | Added to | 7,838 | 201 | 0.0% | 0.01% | 215 | +2,836 | 56.7% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 4,456 | 194 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AlphaQuest LLC | History | No change | 4,204 | 183 | 0.01% | 0.01% | 217 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,037 | 180 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | Added to | 6,901 | 177 | 0.02% | 0.03% | 219 | +674 | 10.82% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,512 | 167 | 0.0% | 0.0% | 220 | -29,047 | -81.69% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 6,325 | 162 | 0.03% | 0.06% | 222 | +575 | 10.0% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 6,334 | 162 | 0.0% | 0.0% | 221 | -116 | -1.8% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,524 | 142 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,150 | 132 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,957 | 127 | 0.0% | 0.0% | 225 | +4,357 | 726.17% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | Reduced | 4,654 | 119 | 0.0% | 0.0% | 226 | -553 | -10.62% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 4,341 | 111 | 0.0% | 0.01% | 227 | -5,941 | -57.78% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,885 | 99 | 0.0% | 0.0% | 228 | +1,186 | 43.94% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,573 | 90 | 0.0% | 0.0% | 230 | +1,846 | 106.89% | Q1 2026 | Apr 07, 2026 |
| KBC Group NV | History | Added to | 3,510 | 90 | 0.0% | 0.0% | 229 | +1,097 | 45.46% | Q1 2026 | May 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 3,399 | 87 | 0.0% | — | 231 | +3,399 | New | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 3,110 | 79 | 0.0% | 0.0% | 232 | +925 | 42.33% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 2,886 | 74 | 0.0% | 0.0% | 233 | -6,859 | -70.38% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Reduced | 2,705 | 69 | 0.0% | 0.0% | 234 | -738 | -21.43% | Q1 2026 | May 14, 2026 |
| Orion Capital Management LLC | History | No change | 2,700 | 69 | 0.02% | 0.04% | 235 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 2,605 | 66 | 0.02% | — | 236 | +2,605 | New | Q1 2026 | May 08, 2026 |
| Westside Investment Management, Inc. | History | No change | 2,500 | 64 | 0.01% | 0.02% | 237 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 2,359 | 60 | 0.01% | 0.0% | 238 | +2,153 | 1045.15% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,293 | 58 | 0.01% | 0.0% | 239 | +1,886 | 463.39% | Q1 2026 | Apr 06, 2026 |
| GAMMA Investing LLC | History | Added to | 2,173 | 55 | 0.0% | 0.0% | 240 | +361 | 19.92% | Q1 2026 | Apr 06, 2026 |
| Holos Integrated Wealth LLC | History | No change | 2,041 | 53 | 0.03% | 0.05% | 241 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | Reduced | 2,062 | 52 | 0.0% | 0.01% | 242 | -2,970 | -59.02% | Q1 2026 | May 19, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 2,000 | 51 | 0.0% | — | 243 | +2,000 | New | Q1 2026 | May 07, 2026 |
| Rakuten Securities, Inc. | History | Reduced | 1,953 | 50 | 0.02% | 0.06% | 244 | -2,251 | -53.54% | Q1 2026 | May 01, 2026 |
| Geneos Wealth Management Inc. | History | Added to | 1,842 | 47 | 0.0% | 0.0% | 245 | +1,350 | 274.39% | Q1 2026 | May 04, 2026 |
| Allworth Financial LP | History | Added to | 1,821 | 46 | 0.0% | 0.0% | 247 | +215 | 13.39% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 1,803 | 46 | 0.0% | 0.0% | 246 | +39 | 2.21% | Q1 2026 | May 08, 2026 |
| Clearstead Advisors, LLC | History | No change | 1,500 | 38 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,456 | 37 | 0.0% | 0.0% | 249 | +233 | 19.05% | Q1 2026 | Apr 07, 2026 |
| Persistent Asset Partners Ltd | History | New | 188 | 36 | 0.01% | — | 251 | +188 | New | Q1 2026 | May 12, 2026 |
| Anfield Capital Management, LLC | History | No change | 1,416 | 36 | 0.01% | 0.02% | 250 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,253 | 32 | 0.0% | 0.0% | 252 | +673 | 116.03% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,135 | 29 | 0.0% | 0.0% | 253 | +844 | 290.03% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,118 | 28 | 0.0% | 0.02% | 254 | -10,583 | -90.45% | Q1 2026 | May 15, 2026 |
| Osbon Capital Management LLC | History | No change | 1,129 | 28 | 0.02% | 0.05% | 255 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 1,061 | 27 | 0.0% | 0.0% | 256 | +61 | 6.1% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,015 | 26 | 0.0% | 0.0% | 257 | +68 | 7.18% | Q1 2026 | May 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 1,072 | 26 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 756 | 18 | 0.0% | — | 259 | +756 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 601 | 15 | 0.0% | 0.0% | 260 | +123 | 25.73% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 558 | 14 | 0.0% | 0.0% | 261 | -7 | -1.24% | Q1 2026 | Apr 22, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 512 | 13 | 0.0% | 0.0% | 262 | +76 | 17.43% | Q1 2026 | May 05, 2026 |
| SageView Advisory Group, LLC | History | No change | 259 | 11 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 409 | 10 | 0.0% | 0.0% | 265 | -610 | -59.86% | Q1 2026 | May 08, 2026 |
| Bank of Jackson Hole Trust | History | Added to | 414 | 10 | 0.0% | 0.0% | 266 | +258 | 165.38% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Added to | 406 | 10 | 0.0% | 0.0% | 264 | +15 | 3.84% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | No change | 375 | 9 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Y.D. More Investments Ltd | History | No change | 370 | 9 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Root Financial Partners, LLC | History | Added to | 329 | 8 | 0.0% | 0.0% | 270 | +132 | 67.01% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | No change | 334 | 8 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 200 | 8 | 0.01% | 0.01% | 271 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 295 | 7 | 0.0% | 0.0% | 274 | -1,186 | -80.08% | Q1 2026 | Apr 07, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 300 | 7 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 300 | 7 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 253 | 6 | 0.0% | 0.0% | 275 | -18,070 | -98.62% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 212 | 5 | 0.0% | 0.0% | 281 | -55 | -20.6% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 204 | 5 | 0.0% | 0.0% | 277 | -20 | -8.93% | Q1 2026 | Apr 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 200 | 5 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | No change | 212 | 5 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 200 | 5 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| City State Bank | History | No change | 200 | 5 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Elequin Capital, LP | History | Reduced | 162 | 4 | 0.0% | 0.0% | 284 | -311 | -65.75% | Q1 2026 | May 11, 2026 |
| Mosley Wealth Management | History | New | 86 | 4 | 0.0% | — | 287 | +86 | New | Q1 2026 | Apr 27, 2026 |
| Arax Advisory Partners | History | Added to | 167 | 4 | 0.0% | 0.0% | 282 | +60 | 56.07% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 114 | 4 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Dogwood Wealth Management LLC | History | No change | 165 | 4 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 150 | 4 | 0.0% | 0.01% | 286 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ascentis Independent Advisors | History | New | 135 | 3 | 0.0% | — | 295 | +135 | New | Q1 2026 | Apr 28, 2026 |
| Hanson & Doremus Investment Management | History | New | 125 | 3 | 0.0% | — | 294 | +125 | New | Q1 2026 | Apr 17, 2026 |
| MAI Capital Management | History | Added to | 137 | 3 | 0.0% | — | 289 | +123 | 878.57% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 113 | 3 | 0.0% | 0.0% | 293 | -88 | -43.78% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Reduced | 100 | 3 | 0.0% | 0.0% | 290 | -65 | -39.39% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 120 | 3 | 0.0% | 0.0% | 288 | +10 | 9.09% | Q1 2026 | May 07, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 155 | 3 | 0.0% | 0.0% | 292 | +5 | 3.33% | Q1 2026 | Apr 17, 2026 |
| ADIRONDACK TRUST CO | History | No change | 150 | 3 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Main Street Group, LTD | History | New | 100 | 2 | 0.0% | — | 304 | +100 | New | Q1 2026 | May 06, 2026 |
| Rossby Financial, LCC | History | New | 100 | 2 | 0.0% | — | 305 | +100 | New | Q1 2026 | May 11, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | New | 99 | 2 | 0.0% | — | 306 | +99 | New | Q1 2026 | Apr 08, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 93 | 2 | 0.0% | — | 303 | +93 | New | Q1 2026 | Apr 24, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 90 | 2 | 0.0% | — | 302 | +90 | New | Q1 2026 | Apr 13, 2026 |