Utz Brands, Inc. - UTZ
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 7,679,985 | 79,718 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 5,645,280 | 44,710 | 0.0% | 0.0% | 2 | +33,752 | 0.6% | Q1 2026 | May 13, 2026 |
| Copeland Capital Management, LLC | History | Added to | 4,063,561 | 32,183 | 0.72% | 0.8% | 3 | +613,699 | 17.79% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 4,097,184 | 32,080 | 0.0% | 0.0% | 4 | -1,395,248 | -25.4% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,030,830 | 31,924 | 0.0% | — | 5 | +4,030,830 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,160,932 | 25,034 | 0.0% | — | 6 | +3,160,932 | New | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 2,623,324 | 20,776 | 0.03% | 0.03% | 7 | +462,565 | 21.41% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 2,558,300 | 20,261 | 0.06% | 0.07% | 8 | +143,509 | 5.94% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,998,089 | 15,824 | 0.0% | 0.0% | 9 | +355,460 | 21.64% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 1,991,828 | 15,775 | 0.02% | 0.01% | 10 | +1,336,246 | 203.83% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,811,332 | 14,349 | 0.0% | 0.0% | 11 | +3,065 | 0.17% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,758,137 | 13,924 | 0.0% | 0.0% | 12 | +72,746 | 4.32% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,725,964 | 13,669 | 0.01% | 0.01% | 13 | +1,247,483 | 260.72% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | New | 1,642,579 | 13,009 | 0.05% | — | 14 | +1,642,579 | New | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | New | 1,588,297 | 12,579 | 0.22% | — | 15 | +1,588,297 | New | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,457,204 | 11,541 | 0.01% | 0.02% | 16 | -201,298 | -12.14% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,446,392 | 11,455 | 0.0% | 0.01% | 17 | -3,368,097 | -69.96% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,444,512 | 11,441 | 0.1% | 0.13% | 18 | +40,846 | 2.91% | Q1 2026 | May 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 1,393,133 | 11,033 | 0.01% | 0.01% | 19 | -437,091 | -23.88% | Q1 2026 | May 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 1,368,664 | 10,839 | 0.0% | 0.0% | 20 | -72,718 | -5.05% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 1,368,120 | 10,835 | 0.01% | 0.0% | 21 | +1,011,939 | 284.11% | Q1 2026 | May 15, 2026 |
| DF DENT & CO INC | History | Added to | 1,325,603 | 10,498 | 0.2% | 0.19% | 22 | +26,353 | 2.03% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,313,976 | 10,406 | 0.0% | 0.0% | 23 | +380,777 | 40.8% | Q1 2026 | May 05, 2026 |
| Ceredex Value Advisors LLC | History | New | 1,264,500 | 10,014 | 0.32% | — | 24 | +1,264,500 | New | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,239,093 | 9,813 | 0.0% | 0.01% | 25 | -1,303,124 | -51.26% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,213,158 | 9,608 | 0.0% | 0.0% | 26 | +159,062 | 15.09% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 1,129,750 | 8,947 | 0.02% | 0.02% | 27 | +243,500 | 27.48% | Q1 2026 | May 14, 2026 |
| CastleKnight Management LP | History | Added to | 997,300 | 7,898 | 0.13% | 0.01% | 28 | +968,200 | 3327.15% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 987,109 | 7,817 | 0.0% | 0.0% | 29 | -20,026 | -1.99% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 937,060 | 7,421 | 0.0% | 0.0% | 30 | +356,428 | 61.39% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 903,500 | 7,155 | 0.01% | 0.01% | 31 | -28,742 | -3.08% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 883,123 | 6,994 | 0.0% | 0.0% | 32 | -867,295 | -49.55% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 877,935 | 6,953 | 0.05% | 0.05% | 33 | +321,302 | 57.72% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 849,461 | 6,727 | 0.15% | 0.07% | 34 | +561,961 | 195.46% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 796,586 | 6,308 | 0.0% | 0.0% | 35 | +167,958 | 26.72% | Q1 2026 | May 15, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | History | Added to | 788,892 | 6,248 | 0.04% | 0.03% | 36 | +203,036 | 34.66% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 737,062 | 5,837 | 0.0% | 0.0% | 37 | -138,898 | -15.86% | Q1 2026 | May 04, 2026 |
| MORGAN STANLEY | History | Reduced | 594,765 | 4,710 | 0.0% | 0.0% | 38 | -401,243 | -40.29% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 576,391 | 4,565 | 0.0% | 0.0% | 39 | -31,680 | -5.21% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 506,784 | 4,013 | 0.0% | — | 40 | +506,784 | New | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Reduced | 455,148 | 3,604 | 0.0% | 0.01% | 41 | -539,270 | -54.23% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 407,981 | 3,231 | 0.01% | 0.01% | 42 | -4,282 | -1.04% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 362,223 | 2,868 | 0.01% | 0.01% | 43 | +226,243 | 166.38% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 352,228 | 2,789 | 0.0% | 0.0% | 44 | +46,599 | 15.25% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 304,310 | 2,410 | 0.0% | 0.0% | 45 | +61,668 | 25.42% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 291,034 | 2,304 | 0.0% | 0.0% | 46 | +170,211 | 140.88% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 272,920 | 2,161 | 0.14% | 0.18% | 47 | +10,477 | 3.99% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 269,139 | 2,131 | 0.0% | 0.0% | 48 | +42,137 | 18.56% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 262,942 | 2,082 | 0.0% | 0.0% | 49 | -579,475 | -68.79% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 254,283 | 2,013 | 0.0% | 0.01% | 50 | -10,214 | -3.86% | Q1 2026 | May 15, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 247,751 | 1,962 | 0.02% | 0.03% | 51 | -863 | -0.35% | Q1 2026 | May 01, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 188,100 | 1,952 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Cetera Investment Advisers | History | Added to | 240,723 | 1,906 | 0.0% | 0.0% | 53 | +199,250 | 480.43% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 223,633 | 1,771 | 0.0% | 0.0% | 54 | +82,955 | 58.97% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 221,758 | 1,756 | 0.0% | — | 55 | +221,758 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 209,231 | 1,657 | 0.0% | 0.0% | 56 | -4,965 | -2.32% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 196,987 | 1,560 | 0.0% | 0.0% | 57 | +181,118 | 1141.33% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 193,028 | 1,529 | 0.1% | 0.06% | 58 | +129,851 | 205.54% | Q1 2026 | May 08, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 180,320 | 1,428 | 0.02% | 0.02% | 59 | +66,680 | 58.68% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 167,427 | 1,326 | 0.0% | 0.0% | 60 | +109,261 | 187.84% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 151,874 | 1,202 | 0.0% | 0.0% | 61 | +19,874 | 15.06% | Q1 2026 | May 12, 2026 |
| Swiss National Bank | History | No change | 144,600 | 1,145 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 141,278 | 1,118 | 0.0% | 0.0% | 63 | +738 | 0.53% | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 133,818 | 1,059 | 0.0% | 0.01% | 64 | -6,358 | -4.54% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Added to | 125,706 | 995 | 0.02% | 0.02% | 65 | +51,211 | 68.74% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 117,512 | 931 | 0.0% | 0.0% | 66 | +24,732 | 26.66% | Q1 2026 | May 15, 2026 |
| Select Asset Management & Trust | History | No change | 110,519 | 875 | 0.27% | 0.36% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 109,425 | 866 | 0.0% | 0.0% | 68 | -276 | -0.25% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 106,420 | 842 | 0.0% | 0.0% | 69 | +59,623 | 127.41% | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | New | 103,489 | 819 | 0.01% | — | 70 | +103,489 | New | Q1 2026 | May 13, 2026 |
| Freestone Grove Partners LP | History | New | 100,598 | 796 | 0.01% | — | 71 | +100,598 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 96,868 | 767 | 0.0% | 0.0% | 72 | -10,579 | -9.85% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 95,468 | 756 | 0.0% | 0.0% | 73 | +23,887 | 33.37% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 95,413 | 755 | 0.0% | 0.0% | 74 | -73,190 | -43.41% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 95,003 | 752 | 0.01% | 0.0% | 75 | +42,490 | 80.91% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 93,363 | 739 | 0.0% | 0.0% | 76 | -1,053 | -1.12% | Q1 2026 | May 12, 2026 |
| Sageworth Trust Co | History | No change | 91,760 | 726 | 0.03% | 0.04% | 77 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 82,824 | 655 | 0.0% | 0.0% | 78 | +69,324 | 513.51% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 75,100 | 594 | 0.0% | 0.0% | 79 | -393,005 | -83.96% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 57,220 | 593 | 0.0% | 0.0% | 80 | -17,300 | -23.22% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 74,213 | 587 | 0.0% | 0.0% | 81 | -45,643 | -38.08% | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 68,777 | 544 | 0.0% | — | 82 | +68,777 | New | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 67,191 | 532 | 0.0% | 0.0% | 83 | -6,328 | -8.61% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 66,740 | 528 | 0.0% | 0.0% | 84 | -10,308 | -13.38% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | New | 65,908 | 521 | 0.01% | — | 86 | +65,908 | New | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 65,877 | 521 | 0.0% | 0.0% | 85 | +3,784 | 6.09% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 60,630 | 480 | 0.0% | 0.0% | 87 | +12,783 | 26.72% | Q1 2026 | May 13, 2026 |
| OUTFITTERS FINANCIAL LLC | History | Reduced | 60,370 | 478 | 0.37% | 0.5% | 88 | -1,275 | -2.07% | Q1 2026 | Apr 21, 2026 |
| LPL Financial LLC | History | Reduced | 58,496 | 463 | 0.0% | 0.0% | 89 | -41,715 | -41.63% | Q1 2026 | May 06, 2026 |
| Kimelman & Baird, LLC | History | Added to | 55,984 | 443 | 0.04% | 0.04% | 90 | +1,500 | 2.75% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 54,437 | 431 | 0.0% | 0.0% | 91 | -93,054 | -63.09% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 53,573 | 424 | 0.0% | — | 92 | +53,573 | New | Q1 2026 | May 01, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 52,100 | 412 | 0.0% | — | 93 | +52,100 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 51,395 | 407 | 0.01% | — | 94 | +51,395 | New | Q1 2026 | May 15, 2026 |
| LEVIN CAPITAL STRATEGIES, L.P. | History | New | 50,184 | 397 | 0.03% | — | 95 | +50,184 | New | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 44,001 | 348 | 0.0% | — | 97 | +44,001 | New | Q1 2026 | May 08, 2026 |
| Numerai GP LLC | History | New | 43,960 | 348 | 0.03% | — | 96 | +43,960 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 43,916 | 347 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 43,768 | 346 | 0.0% | 0.0% | 99 | -248,427 | -85.02% | Q1 2026 | May 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 43,483 | 344 | 0.0% | 0.0% | 100 | -11,994 | -21.62% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 42,344 | 335 | 0.0% | 0.0% | 101 | +6,481 | 18.07% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 30,394 | 315 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 39,623 | 313 | 0.0% | 0.0% | 103 | -6,537 | -14.16% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 39,083 | 309 | 0.01% | 0.01% | 104 | +1,725 | 4.62% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 38,121 | 301 | 0.0% | 0.0% | 105 | +3,843 | 11.21% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 37,930 | 300 | 0.0% | 0.0% | 106 | -4,279 | -10.14% | Q1 2026 | Apr 27, 2026 |
| Shay Capital LLC | History | New | 37,750 | 298 | 0.02% | — | 107 | +37,750 | New | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 36,932 | 292 | 0.0% | 0.01% | 108 | -31,252 | -45.83% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 34,521 | 273 | 0.0% | 0.0% | 109 | +366 | 1.07% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 34,319 | 271 | 0.0% | — | 110 | +34,319 | New | Q1 2026 | May 13, 2026 |
| Bridgefront Capital, LLC | History | New | 33,927 | 268 | 0.07% | — | 111 | +33,927 | New | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 30,700 | 243 | 0.02% | — | 112 | +30,700 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | New | 30,413 | 240 | 0.0% | — | 114 | +30,413 | New | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 30,400 | 240 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 29,880 | 236 | 0.01% | 0.0% | 115 | +6,986 | 30.51% | Q1 2026 | May 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 29,795 | 235 | 0.0% | 0.0% | 116 | +400 | 1.36% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 30,021 | 230 | 0.0% | 0.0% | 117 | +2,264 | 8.16% | Q1 2026 | Apr 30, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 29,038 | 229 | 0.0% | 0.0% | 118 | +1,455 | 5.27% | Q1 2026 | Apr 23, 2026 |
| IMC-Chicago, LLC | History | New | 28,558 | 226 | 0.0% | — | 119 | +28,558 | New | Q1 2026 | May 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 28,633 | 224 | 0.04% | 0.14% | 120 | -61,454 | -68.22% | Q1 2026 | May 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 27,504 | 217 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 26,212 | 207 | 0.03% | 0.04% | 122 | +4,759 | 22.18% | Q1 2026 | Apr 30, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 25,000 | 198 | 0.0% | 0.01% | 123 | -200,059 | -88.89% | Q1 2026 | May 07, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 24,200 | 191 | 0.0% | 0.0% | 124 | +19,177 | 381.78% | Q1 2026 | May 13, 2026 |
| First Bank & Trust | History | Added to | 23,699 | 187 | 0.03% | 0.03% | 125 | +5,713 | 31.76% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 23,301 | 184 | 0.0% | 0.0% | 126 | -9,160 | -28.22% | Q1 2026 | May 14, 2026 |
| COMMERCE BANK | History | Reduced | 22,565 | 178 | 0.0% | 0.0% | 127 | -707 | -3.04% | Q1 2026 | May 11, 2026 |
| Handelsbanken Fonder AB | History | No change | 22,300 | 177 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Reduced | 22,341 | 176 | 0.07% | 0.1% | 129 | -660 | -2.87% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 21,090 | 167 | 0.0% | 0.0% | 130 | -8,111 | -27.78% | Q1 2026 | Apr 24, 2026 |
| Centiva Capital, LP | History | Added to | 20,670 | 163 | 0.0% | 0.0% | 132 | +7,362 | 55.32% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,707 | 163 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 20,560 | 162 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Added to | 20,431 | 161 | 0.0% | 0.0% | 134 | +149 | 0.73% | Q1 2026 | May 01, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 20,628 | 159 | 0.0% | 0.01% | 135 | +3,936 | 23.58% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 20,046 | 158 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 19,841 | 157 | 0.0% | 0.0% | 137 | -14,136 | -41.6% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 19,878 | 157 | 0.0% | 0.0% | 138 | -1,023 | -4.89% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Reduced | 18,249 | 145 | 0.0% | 0.0% | 139 | -7,565 | -29.31% | Q1 2026 | Apr 16, 2026 |
| Inscription Capital, LLC | History | New | 18,150 | 143 | 0.02% | — | 140 | +18,150 | New | Q1 2026 | Apr 20, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,047 | 135 | 0.0% | 0.0% | 141 | +514 | 3.11% | Q1 2026 | May 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 17,143 | 135 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 16,820 | 133 | 0.0% | 0.0% | 143 | -11,981 | -41.6% | Q1 2026 | May 08, 2026 |
| Blueshift Asset Management, LLC | History | New | 16,379 | 129 | 0.04% | — | 144 | +16,379 | New | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 16,267 | 128 | 0.0% | 0.0% | 145 | -1,028 | -5.94% | Q1 2026 | May 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 15,672 | 124 | 0.0% | — | 147 | +15,672 | New | Q1 2026 | May 08, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,782 | 124 | 0.0% | 0.0% | 146 | -9,103 | -36.58% | Q1 2026 | May 04, 2026 |
| Cerity Partners LLC | History | Added to | 15,493 | 122 | 0.0% | 0.0% | 149 | +5,260 | 51.4% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 15,482 | 122 | 0.0% | 0.0% | 148 | -811 | -4.98% | Q1 2026 | May 08, 2026 |
| BERKSHIRE ASSET MANAGEMENT LLC/PA | History | No change | 14,100 | 111 | 0.0% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 13,779 | 109 | 0.0% | 0.0% | 151 | -11,629 | -45.77% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 13,752 | 106 | 0.0% | — | 152 | +13,752 | New | Q1 2026 | Apr 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 13,366 | 105 | 0.0% | 0.0% | 153 | -337 | -2.46% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 12,759 | 101 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 12,749 | 100 | 0.0% | 0.04% | 155 | -106,781 | -89.33% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | New | 12,145 | 96 | 0.0% | — | 156 | +12,145 | New | Q1 2026 | Apr 22, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,012 | 95 | 0.0% | 0.01% | 157 | -90,201 | -88.25% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 11,570 | 91 | 0.0% | — | 159 | +11,570 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 11,578 | 91 | 0.0% | 0.0% | 158 | +10,022 | 644.09% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | New | 11,238 | 89 | 0.0% | — | 160 | +11,238 | New | Q1 2026 | May 05, 2026 |
| &PARTNERS | History | Reduced | 11,030 | 87 | 0.0% | 0.0% | 161 | -3,268 | -22.86% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,674 | 84 | 0.0% | 0.0% | 162 | -2,783 | -20.68% | Q1 2026 | Apr 24, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 10,481 | 83 | 0.0% | — | 163 | +10,481 | New | Q1 2026 | May 14, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 10,000 | 79 | 0.0% | 0.05% | 164 | -281,113 | -96.56% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 10,612 | 78 | 0.0% | 0.0% | 165 | +9,484 | 840.78% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 6,846 | 55 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 5,983 | 47 | 0.0% | 0.0% | 167 | -2,548 | -29.87% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,050 | 47 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Added to | 5,720 | 45 | 0.0% | 0.0% | 169 | +1,050 | 22.48% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 5,571 | 44 | 0.0% | 0.0% | 170 | -820 | -12.83% | Q1 2026 | Jun 02, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,343 | 34 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 2,825 | 22 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,818 | 21 | 0.0% | 0.0% | 174 | -1,538 | -35.31% | Q1 2026 | Apr 07, 2026 |
| ASSETMARK, INC | History | No change | 2,720 | 21 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 2,514 | 19 | 0.0% | — | 178 | +2,514 | New | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 2,519 | 19 | 0.0% | 0.0% | 176 | +2,300 | 1050.23% | Q1 2026 | May 12, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,454 | 19 | 0.0% | 0.0% | 175 | -1,790 | -42.18% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,407 | 19 | 0.0% | 0.0% | 177 | +1,176 | 95.53% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,344 | 18 | 0.0% | 0.0% | 179 | -6,473 | -73.41% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,106 | 16 | 0.0% | 0.0% | 180 | -12,020 | -85.09% | Q1 2026 | May 14, 2026 |
| Newton One Investments LLC | History | Added to | 1,732 | 13 | 0.0% | 0.01% | 181 | +11 | 0.64% | Q1 2026 | Apr 24, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 1,548 | 11 | 0.0% | 0.0% | 182 | +175 | 12.75% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,313 | 10 | 0.0% | 0.01% | 185 | -2,823 | -68.25% | Q1 2026 | Apr 06, 2026 |
| EASTERN BANK | History | No change | 1,288 | 10 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,000 | 10 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,250 | 9 | 0.0% | 0.0% | 187 | +482 | 62.76% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,194 | 9 | 0.0% | 0.0% | 186 | -226 | -15.92% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,103 | 8 | 0.0% | 0.0% | 188 | -1,449 | -56.78% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 1,000 | 7 | 0.0% | — | 191 | +1,000 | New | Q1 2026 | Apr 29, 2026 |
| FIRST HORIZON CORP | History | Added to | 904 | 7 | 0.0% | 0.0% | 189 | +256 | 39.51% | Q1 2026 | Apr 30, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,000 | 7 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Added to | 791 | 6 | 0.0% | 0.0% | 192 | +384 | 94.35% | Q1 2026 | May 14, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 742 | 5 | 0.0% | 0.0% | 194 | -1,069 | -59.03% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 659 | 5 | 0.0% | 0.0% | 193 | +498 | 309.32% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 493 | 4 | 0.0% | 0.0% | 195 | +350 | 244.76% | Q1 2026 | Apr 28, 2026 |
| Optiver Holding B.V. | History | Added to | 506 | 4 | 0.0% | 0.0% | 196 | +8 | 1.61% | Q1 2026 | Jun 02, 2026 |
| Essential Partners LLC | History | New | 421 | 3 | 0.0% | — | 199 | +421 | New | Q1 2026 | May 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | New | 400 | 3 | 0.0% | — | 198 | +400 | New | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 495 | 3 | 0.0% | 0.0% | 197 | +336 | 211.32% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Reduced | 289 | 2 | 0.0% | 0.0% | 206 | -1,623 | -84.88% | Q1 2026 | Apr 06, 2026 |
| Rossby Financial, LCC | History | New | 365 | 2 | 0.0% | — | 208 | +365 | New | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | New | 294 | 2 | 0.0% | — | 207 | +294 | New | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Added to | 287 | 2 | 0.0% | — | 203 | +254 | 769.7% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 300 | 2 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 259 | 2 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 288 | 2 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Costello Asset Management, INC | History | No change | 300 | 2 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| DV EQUITIES, LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 250 | 1 | 0.0% | — | 212 | +250 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 209 | 1 | 0.0% | — | 211 | +209 | New | Q1 2026 | May 07, 2026 |
| WPG Advisers, LLC | History | Reduced | 162 | 1 | 0.0% | 0.0% | 210 | -198 | -55.0% | Q1 2026 | Apr 29, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 144 | 1 | 0.0% | — | 213 | +144 | New | Q1 2026 | May 11, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 144 | 1 | 0.0% | — | 214 | +144 | New | Q1 2026 | May 15, 2026 |
| Navigoe, LLC | History | No change | 210 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BAHL & GAYNOR INC | History | Closed out | 0 | 0 | — | 0.05% | — | -974,470 | -100.0% | Q1 2026 | May 07, 2026 |
| Tributary Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.95% | — | -931,650 | -100.0% | Q1 2026 | May 04, 2026 |
| Invenomic Capital Management LP | History | Closed out | 0 | 0 | — | 0.2% | — | -411,457 | -100.0% | Q1 2026 | May 15, 2026 |
| EMERALD ADVISERS, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -360,650 | -100.0% | Q1 2026 | May 04, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -315,070 | -100.0% | Q1 2026 | May 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -300,260 | -100.0% | Q1 2026 | May 15, 2026 |
| LONDON CO OF VIRGINIA | History | Closed out | 0 | 0 | — | 0.01% | — | -144,413 | -100.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -135,353 | -100.0% | Q1 2026 | May 13, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Closed out | 0 | 0 | — | 0.04% | — | -72,163 | -100.0% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,048 | -100.0% | Q1 2026 | May 13, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.04% | — | -64,370 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Savoir Faire Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.24% | — | -49,255 | -100.0% | Q1 2026 | May 01, 2026 |
| Legacy Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -42,384 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -39,750 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -38,595 | -100.0% | Q1 2026 | May 15, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -37,675 | -100.0% | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,000 | -100.0% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Closed out | 0 | 0 | — | 0.01% | — | -31,303 | -100.0% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,516 | -100.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,190 | -100.0% | Q1 2026 | May 05, 2026 |
| Baird Financial Group, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -20,010 | -100.0% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19,455 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,598 | -100.0% | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -15,897 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,385 | -100.0% | Q1 2026 | May 15, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,212 | -100.0% | Q1 2026 | May 15, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.05% | — | -11,030 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,714 | -100.0% | Q1 2026 | May 14, 2026 |
| Diametric Capital, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -10,118 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -6,125 | -100.0% | Q1 2026 | May 13, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,561 | -100.0% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,314 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,035 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -836 | -100.0% | Q1 2026 | Apr 20, 2026 |
| UMB Bank, n.a. | History | Closed out | 0 | 0 | — | 0.0% | — | -786 | -100.0% | Q1 2026 | May 11, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -527 | -100.0% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 13 | 0 | — | 0.0% | — | -172 | -92.97% | Q1 2026 | Apr 27, 2026 |
| Crewe Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -136 | -100.0% | Q1 2026 | May 07, 2026 |
| Ascentis Independent Advisors | History | New | 121 | 0 | — | — | — | +121 | New | Q1 2026 | Apr 28, 2026 |
| Main Street Group, LTD | History | New | 100 | 0 | — | — | — | +100 | New | Q1 2026 | May 06, 2026 |
| Investors Portfolio Services LLC | History | New | 69 | 0 | — | — | — | +69 | New | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | New | 66 | 0 | — | — | — | +66 | New | Q1 2026 | Apr 15, 2026 |
| Covestor Ltd | History | Reduced | 39 | 0 | — | 0.0% | — | -60 | -60.61% | Q1 2026 | May 05, 2026 |
| Parkside Financial Bank & Trust | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | New | 51 | 0 | — | — | — | +51 | New | Q1 2026 | Apr 13, 2026 |
| Cornerstone Financial Management LLC | History | Closed out | 0 | 0 | — | — | — | -48 | -100.0% | Q1 2026 | May 08, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 40 | 0 | — | 0.0% | — | -31 | -43.66% | Q1 2026 | Apr 16, 2026 |
| Advocate Investing Services LLC | History | Closed out | 0 | 0 | — | — | — | -28 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Strive Financial Group ,LLC | History | Closed out | 0 | 0 | — | — | — | -27 | -100.0% | Q1 2026 | May 15, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 25 | 0 | — | — | — | +25 | New | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Reduced | 2 | 0 | — | — | — | -9 | -81.82% | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 23, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Whipplewood Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 30, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 14, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NBC SECURITIES, INC. | History | No change | 100 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MidFirst Bank | History | No change | 90 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |