UNIVERSAL CORP /VA/ - UVV
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 | 3,807,886 | 200,675 | 0.0% | 0.0% | 1 | +28,641 | 0.76% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,983,924 | 157,401 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,774,857 | 93,535 | 0.02% | 0.02% | 3 | -7,235 | -0.41% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,742,526 | 91,831 | 0.0% | — | 4 | +1,742,526 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Reduced | 1,398,418 | 73,696 | 0.0% | 0.0% | 5 | -45,188 | -3.13% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,067,995 | 56,283 | 0.0% | — | 6 | +1,067,995 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 827,379 | 43,602 | 0.01% | 0.01% | 7 | -26,343 | -3.09% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 603,690 | 31,822 | 0.0% | 0.0% | 8 | -20,691 | -3.31% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 586,301 | 30,898 | 0.01% | 0.01% | 9 | -24,224 | -3.97% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 478,025 | 25,191 | 0.0% | 0.0% | 10 | -46,916 | -8.94% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 433,452 | 22,842 | 0.02% | 0.02% | 11 | +175,049 | 67.74% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 409,957 | 21,604 | 0.03% | 0.02% | 12 | +64,360 | 18.62% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 364,405 | 19,204 | 0.0% | 0.0% | 13 | -2,501 | -0.68% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 353,655 | 18,637 | 0.01% | 0.01% | 14 | +92,617 | 35.48% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 333,423 | 17,571 | 0.0% | 0.0% | 15 | -22,123 | -6.22% | Q1 2026 | May 05, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 329,488 | 17,364 | 0.06% | 0.05% | 16 | +1,810 | 0.55% | Q1 2026 | Apr 24, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 315,019 | 16,601 | 0.01% | 0.01% | 17 | +137,060 | 77.02% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 299,990 | 15,809 | 0.02% | 0.02% | 18 | -88,698 | -22.82% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 283,122 | 14,920 | 0.02% | 0.02% | 19 | +5,763 | 2.08% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 249,995 | 13,174 | 0.0% | 0.0% | 20 | +11,076 | 4.64% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 220,920 | 11,642 | 0.0% | 0.0% | 21 | +100,771 | 83.87% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 176,400 | 9,305 | 0.02% | 0.02% | 22 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 173,766 | 9,157 | 0.01% | 0.01% | 23 | -4,856 | -2.72% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 158,757 | 8,366 | 0.0% | — | 24 | +158,757 | New | Q1 2026 | May 08, 2026 |
| Adams Asset Advisors, LLC | History | No change | 142,083 | 7,487 | 0.84% | 0.99% | 25 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 122,310 | 6,445 | 0.04% | 0.04% | 26 | -10,900 | -8.18% | Q1 2026 | Apr 15, 2026 |
| ProShare Advisors LLC | History | Added to | 122,165 | 6,438 | 0.01% | 0.01% | 27 | +2,880 | 2.41% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 121,627 | 6,409 | 0.0% | 0.0% | 28 | +31,249 | 34.58% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 121,109 | 6,382 | 0.0% | 0.0% | 29 | +2,369 | 2.0% | Q1 2026 | May 04, 2026 |
| Vestcor Inc | History | Added to | 108,156 | 5,700 | 0.16% | 0.05% | 30 | +74,892 | 225.14% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 107,833 | 5,682 | 0.0% | 0.0% | 31 | -204,954 | -65.53% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 107,615 | 5,671 | 0.0% | 0.0% | 32 | +96,317 | 852.51% | Q1 2026 | May 13, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 98,883 | 5,216 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 98,395 | 5,185 | 0.05% | 0.05% | 34 | -4,279 | -4.17% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 92,876 | 4,894 | 0.01% | 0.0% | 35 | +87,492 | 1625.04% | Q1 2026 | Apr 27, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 89,161 | 4,698 | 0.01% | 0.02% | 36 | -16,712 | -15.78% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 80,071 | 4,219 | 0.01% | — | 37 | +80,071 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 72,913 | 3,842 | 0.0% | 0.0% | 38 | -2,827 | -3.73% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 72,186 | 3,804 | 0.06% | 0.1% | 39 | -41,112 | -36.29% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 70,850 | 3,733 | 0.0% | 0.0% | 40 | -12,417 | -14.91% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 65,906 | 3,473 | 0.0% | 0.0% | 41 | +11,517 | 21.18% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | New | 60,000 | 3,162 | 0.01% | — | 42 | +60,000 | New | Q1 2026 | May 13, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 59,018 | 3,110 | 0.32% | 0.36% | 43 | -2,678 | -4.34% | Q1 2026 | May 07, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 58,621 | 3,089 | 0.0% | 0.0% | 44 | +1,422 | 2.49% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 57,095 | 3,008 | 0.0% | 0.0% | 45 | +10,011 | 21.26% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Reduced | 56,535 | 2,979 | 0.0% | 0.0% | 46 | -1,638 | -2.82% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 55,465 | 2,923 | 0.0% | 0.0% | 47 | -7,481 | -11.88% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 50,219 | 2,664 | 0.0% | 0.0% | 48 | +438 | 0.88% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 50,342 | 2,653 | 0.0% | 0.0% | 49 | -3,348 | -6.24% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | No change | 49,100 | 2,587 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Point72 Asset Management, L.P. | History | New | 46,068 | 2,427 | 0.0% | — | 51 | +46,068 | New | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 41,693 | 2,197 | 0.02% | 0.01% | 52 | +4,613 | 12.44% | Q1 2026 | Apr 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 40,157 | 2,116 | 0.0% | 0.0% | 53 | +16,141 | 67.21% | Q1 2026 | Apr 16, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 39,700 | 2,092 | 0.0% | 0.0% | 54 | +16,200 | 68.94% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 39,209 | 2,066 | 0.05% | 0.05% | 55 | +5,595 | 16.64% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 39,156 | 2,063 | 0.0% | — | 56 | +39,156 | New | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 38,456 | 2,026 | 0.0% | 0.0% | 57 | -456 | -1.17% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 37,283 | 1,964 | 0.03% | 0.03% | 58 | +5,397 | 16.93% | Q1 2026 | May 18, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 37,144 | 1,957 | 0.0% | 0.0% | 59 | -792 | -2.09% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 36,520 | 1,924 | 0.0% | 0.0% | 60 | -3,355 | -8.41% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 35,163 | 1,853 | 0.01% | — | 61 | +35,163 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 34,989 | 1,843 | 0.0% | 0.0% | 62 | -14,260 | -28.95% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 34,038 | 1,793 | 0.0% | 0.0% | 63 | +8,738 | 34.54% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 31,747 | 1,674 | 0.0% | 0.0% | 64 | +3,250 | 11.4% | Q1 2026 | May 15, 2026 |
| FOUNDATIONS INVESTMENT ADVISORS, LLC | History | Added to | 30,621 | 1,613 | 0.02% | 0.01% | 65 | +8,939 | 41.23% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL TRUST CO | History | No change | 29,432 | 1,551 | 0.05% | 0.05% | 66 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 28,762 | 1,515 | 0.0% | 0.0% | 67 | -135,018 | -82.44% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 28,367 | 1,494 | 0.0% | 0.0% | 68 | +8,339 | 41.64% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 28,189 | 1,485 | 0.0% | 0.0% | 69 | +12,288 | 77.28% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,331 | 1,440 | 0.0% | 0.0% | 70 | -492 | -1.77% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 27,007 | 1,423 | 0.0% | 0.0% | 71 | -1,326 | -4.68% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 26,493 | 1,397 | 0.0% | 0.0% | 72 | -200 | -0.75% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 26,043 | 1,372 | 0.0% | 0.0% | 73 | -19,917 | -43.34% | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Reduced | 25,970 | 1,368 | 0.0% | 0.0% | 74 | -175 | -0.67% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 24,303 | 1,281 | 0.0% | 0.0% | 75 | +827 | 3.52% | Q1 2026 | Apr 30, 2026 |
| CoreCap Advisors, LLC | History | Added to | 23,011 | 1,212 | 0.04% | 0.04% | 76 | +1,105 | 5.04% | Q1 2026 | Apr 07, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 22,400 | 1,180 | 0.01% | 0.0% | 77 | +8,454 | 60.62% | Q1 2026 | May 07, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 22,090 | 1,164 | 0.01% | 0.01% | 78 | -11,346 | -33.93% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 21,972 | 1,157 | 0.0% | 0.0% | 79 | -2,737 | -11.08% | Q1 2026 | May 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 20,851 | 1,098 | 0.0% | 0.0% | 80 | +3,133 | 17.68% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 20,080 | 1,058 | 0.0% | 0.0% | 81 | -7,092 | -26.1% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 19,879 | 1,047 | 0.0% | 0.0% | 82 | +14,851 | 295.37% | Q1 2026 | May 15, 2026 |
| Heritage Wealth Advisors | History | Added to | 18,618 | 981 | 0.04% | 0.04% | 83 | +262 | 1.43% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 17,890 | 942 | 0.0% | 0.0% | 84 | +3,778 | 26.77% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 17,859 | 941 | 0.0% | — | 85 | +17,859 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,776 | 936 | 0.0% | 0.0% | 86 | +5,768 | 48.03% | Q1 2026 | May 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 17,490 | 922 | 0.0% | 0.0% | 87 | -1,837 | -9.5% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 17,095 | 900 | 0.0% | — | 88 | +17,095 | New | Q1 2026 | Apr 30, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 16,173 | 852 | 0.0% | 0.0% | 89 | +6,900 | 74.41% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | Added to | 15,944 | 840 | 0.01% | 0.01% | 90 | +3,159 | 24.71% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 15,692 | 826 | 0.01% | 0.02% | 91 | -9,357 | -37.35% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 15,390 | 811 | 0.0% | 0.0% | 92 | +435 | 2.91% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 15,217 | 801 | 0.0% | 0.0% | 93 | +2,155 | 16.5% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 15,169 | 799 | 0.0% | 0.0% | 94 | +7,686 | 102.71% | Q1 2026 | May 15, 2026 |
| BRANDYWINE TRUST CO | History | No change | 14,907 | 785 | 0.14% | 0.14% | 95 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Added to | 13,917 | 733 | 0.03% | 0.01% | 96 | +11,041 | 383.9% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 13,504 | 711 | 0.0% | 0.0% | 97 | -126 | -0.92% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,410 | 706 | 0.01% | 0.01% | 98 | -278 | -2.03% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 12,914 | 680 | 0.01% | 0.01% | 99 | -119 | -0.91% | Q1 2026 | May 05, 2026 |
| Freestone Grove Partners LP | History | New | 12,836 | 676 | 0.0% | — | 100 | +12,836 | New | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 12,554 | 661 | 0.17% | — | 101 | +12,554 | New | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | Added to | 12,345 | 650 | 0.02% | 0.02% | 102 | +740 | 6.38% | Q1 2026 | Apr 29, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 11,991 | 642 | 0.01% | 0.01% | 103 | +4,279 | 55.48% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 11,334 | 597 | 0.0% | — | 104 | +11,334 | New | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 11,156 | 587 | 0.0% | 0.0% | 105 | +2,544 | 29.54% | Q1 2026 | May 13, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,100 | 584 | 0.01% | 0.01% | 106 | -300 | -2.63% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 10,851 | 575 | 0.0% | 0.0% | 107 | -4,860 | -30.93% | Q1 2026 | Apr 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,762 | 567 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Numerai GP LLC | History | Added to | 10,500 | 553 | 0.06% | 0.06% | 109 | +965 | 10.12% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,333 | 544 | 0.0% | 0.0% | 110 | -231 | -2.19% | Q1 2026 | May 15, 2026 |
| Sigma Planning Corp | History | Added to | 10,149 | 534 | 0.01% | 0.01% | 111 | +3,060 | 43.17% | Q1 2026 | May 04, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10,106 | 533 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,956 | 524 | 0.0% | — | 113 | +9,956 | New | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 9,934 | 523 | 0.0% | 0.0% | 114 | -494 | -4.74% | Q1 2026 | May 08, 2026 |
| Edgestream Partners, L.P. | History | New | 9,640 | 508 | 0.02% | — | 115 | +9,640 | New | Q1 2026 | May 18, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | New | 9,182 | 483 | 0.03% | — | 116 | +9,182 | New | Q1 2026 | Apr 22, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 8,907 | 469 | 0.0% | — | 117 | +8,907 | New | Q1 2026 | May 12, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 8,775 | 462 | 0.0% | 0.0% | 118 | +96 | 1.11% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 8,744 | 460 | 0.0% | 0.0% | 119 | +7,620 | 677.94% | Q1 2026 | Apr 30, 2026 |
| REXFORD CAPITAL INC | History | Added to | 8,725 | 459 | 0.33% | 0.35% | 120 | +54 | 0.62% | Q1 2026 | Apr 23, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,460 | 445 | 0.0% | 0.0% | 121 | +2,425 | 40.18% | Q1 2026 | May 05, 2026 |
| Walser Wealth Management Company, A Ltd Liability Co | History | New | 8,412 | 443 | 0.2% | — | 122 | +8,412 | New | Q1 2026 | Apr 28, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 7,923 | 417 | 0.0% | 0.0% | 123 | -15,780 | -66.57% | Q1 2026 | May 12, 2026 |
| 3Chopt Investment Partners, LLC | History | No change | 7,800 | 411 | 0.09% | 0.09% | 124 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 7,500 | 395 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,457 | 392 | 0.0% | 0.0% | 126 | -467 | -5.89% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 7,384 | 389 | 0.0% | 0.0% | 127 | -4,050 | -35.42% | Q1 2026 | May 11, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 7,280 | 383 | 0.06% | — | 128 | +7,280 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,153 | 377 | 0.0% | 0.0% | 129 | -94 | -1.3% | Q1 2026 | May 08, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 7,112 | 374 | 0.01% | 0.03% | 130 | -11,781 | -62.36% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 6,886 | 362 | 0.0% | 0.0% | 131 | -114 | -1.63% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 6,845 | 360 | 0.0% | 0.0% | 132 | -110 | -1.58% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,723 | 354 | 0.0% | — | 133 | +6,723 | New | Q1 2026 | May 08, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 6,701 | 353 | 0.02% | 0.02% | 134 | -896 | -11.79% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,692 | 352 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Odyssean, LLC | History | New | 6,618 | 348 | 0.13% | — | 136 | +6,618 | New | Q1 2026 | May 15, 2026 |
| Taylor Hoffman Capital Management LLC | History | No change | 6,459 | 340 | 0.1% | 0.1% | 137 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 6,384 | 336 | 0.0% | 0.0% | 139 | +95 | 1.51% | Q1 2026 | May 13, 2026 |
| HOWLAND CAPITAL MANAGEMENT LLC | History | No change | 6,383 | 336 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 6,307 | 332 | 0.0% | 0.0% | 140 | -8 | -0.13% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,252 | 329 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | New | 6,168 | 325 | 0.01% | — | 142 | +6,168 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,163 | 324 | 0.0% | 0.0% | 143 | -7 | -0.11% | Q1 2026 | May 01, 2026 |
| DRW Securities, LLC | History | New | 6,025 | 317 | 0.0% | — | 144 | +6,025 | New | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | New | 5,943 | 313 | 0.02% | — | 145 | +5,943 | New | Q1 2026 | Apr 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 5,908 | 311 | 0.0% | 0.0% | 146 | -2,090 | -26.13% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,738 | 302 | 0.0% | 0.0% | 147 | +41 | 0.72% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,615 | 295 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOWE BROCKENBROUGH & CO INC | History | No change | 5,438 | 286 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vident Advisory, LLC | History | Reduced | 5,155 | 271 | 0.0% | 0.0% | 150 | -692 | -11.84% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 5,072 | 267 | 0.0% | 0.0% | 151 | -5,792 | -53.31% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 5,057 | 266 | 0.0% | 0.01% | 152 | -222 | -4.21% | Q1 2026 | Apr 20, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 4,570 | 240 | 0.11% | 0.11% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 4,512 | 237 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 4,428 | 233 | 0.0% | — | 155 | +4,428 | New | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 4,360 | 229 | 0.0% | 0.01% | 156 | -70,290 | -94.16% | Q1 2026 | May 11, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | Added to | 4,315 | 227 | 0.01% | 0.0% | 157 | +100 | 2.37% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,084 | 215 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 3,888 | 205 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 3,886 | 204 | 0.0% | — | 160 | +3,886 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 3,858 | 203 | 0.0% | 0.0% | 161 | -1,738 | -31.06% | Q1 2026 | Apr 27, 2026 |
| City Center Advisors, LLC | History | New | 3,809 | 200 | 0.18% | — | 163 | +3,809 | New | Q1 2026 | Apr 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 3,800 | 200 | 0.0% | 0.0% | 162 | +400 | 11.76% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 3,400 | 179 | 0.1% | 0.1% | 164 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,377 | 177 | 0.0% | 0.0% | 165 | +3,251 | 2580.16% | Q1 2026 | May 01, 2026 |
| SITTNER & NELSON, LLC | History | No change | 3,250 | 171 | 0.06% | 0.07% | 166 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 3,040 | 160 | 0.01% | 0.0% | 167 | +1,683 | 124.02% | Q1 2026 | Apr 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,788 | 146 | 0.0% | 0.0% | 168 | -326 | -10.47% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,602 | 137 | 0.0% | 0.0% | 169 | -126 | -4.62% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 2,396 | 126 | 0.0% | 0.0% | 170 | +313 | 15.03% | Q1 2026 | Apr 27, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 2,241 | 118 | 0.01% | 0.01% | 171 | -522 | -18.89% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 2,107 | 111 | 0.0% | 0.0% | 172 | +40 | 1.94% | Q1 2026 | May 14, 2026 |
| Byrne Asset Management LLC | History | No change | 2,093 | 110 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| FMR LLC | History | Reduced | 2,029 | 106 | 0.0% | 0.0% | 174 | -417 | -17.05% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,022 | 106 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,607 | 84 | 0.0% | 0.01% | 177 | -2,491 | -60.79% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,592 | 84 | 0.0% | 0.0% | 176 | -319 | -16.69% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Added to | 1,581 | 83 | 0.0% | 0.0% | 178 | +1,487 | 1581.91% | Q1 2026 | Apr 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,591 | 83 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 1,283 | 67 | 0.0% | 0.0% | 180 | -547 | -29.89% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,216 | 64 | 0.0% | 0.0% | 181 | +53 | 4.56% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 1,141 | 60 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Triumph Capital Management | History | No change | 1,135 | 59 | 0.01% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,070 | 56 | 0.01% | 0.01% | 184 | +27 | 2.59% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,038 | 54 | 0.0% | 0.0% | 185 | +588 | 130.67% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 1,008 | 53 | 0.06% | 0.04% | 186 | +303 | 42.98% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 946 | 49 | 0.0% | 0.0% | 187 | -1 | -0.11% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 900 | 47 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilton Head Capital Partners, LLC | History | No change | 900 | 47 | 0.03% | 0.03% | 189 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 802 | 42 | 0.0% | 0.0% | 190 | -593 | -42.51% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 805 | 42 | 0.0% | 0.0% | 191 | -14 | -1.71% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 780 | 41 | 0.0% | 0.0% | 192 | -34 | -4.18% | Q1 2026 | Apr 20, 2026 |
| AlphaQuest LLC | History | No change | 767 | 40 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 674 | 35 | 0.0% | 0.0% | 194 | +208 | 44.64% | Q1 2026 | Apr 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 612 | 32 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Added to | 518 | 27 | 0.0% | 0.0% | 196 | +208 | 67.1% | Q1 2026 | May 06, 2026 |
| Versant Capital Management, Inc | History | No change | 514 | 27 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Advisory Services Network, LLC | History | New | 500 | 26 | 0.0% | — | 200 | +500 | New | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 497 | 26 | 0.0% | 0.0% | 199 | +184 | 58.79% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 497 | 26 | 0.0% | 0.0% | 198 | +40 | 8.75% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 460 | 24 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 349 | 18 | 0.0% | 0.0% | 202 | +20 | 6.08% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 300 | 15 | 0.0% | — | 205 | +300 | New | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 284 | 15 | 0.0% | 0.0% | 204 | -61 | -17.68% | Q1 2026 | May 15, 2026 |
| Bogart Wealth, LLC | History | No change | 300 | 15 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 240 | 12 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MAI Capital Management | History | New | 207 | 10 | 0.0% | — | 209 | +207 | New | Q1 2026 | May 15, 2026 |
| Advocate Investing Services LLC | History | New | 200 | 10 | 0.01% | — | 210 | +200 | New | Q1 2026 | Apr 22, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 200 | 10 | 0.02% | — | 211 | +200 | New | Q1 2026 | May 11, 2026 |
| Capital Advisors, Ltd. LLC | History | Reduced | 184 | 10 | 0.0% | 0.0% | 208 | -19 | -9.36% | Q1 2026 | Apr 16, 2026 |
| PRIVATE TRUST CO NA | History | No change | 193 | 10 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | Reduced | 159 | 8 | 0.0% | 0.0% | 212 | -3 | -1.85% | Q1 2026 | May 11, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 138 | 7 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 130 | 6 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 100 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 101 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Reduced | 93 | 4 | 0.0% | 0.0% | 217 | -15 | -13.89% | Q1 2026 | May 07, 2026 |
| Fortitude Family Office, LLC | History | No change | 82 | 4 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 73 | 3 | 0.0% | — | 221 | +73 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | New | 58 | 3 | 0.0% | — | 220 | +58 | New | Q1 2026 | Apr 24, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 75 | 3 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Added to | 48 | 2 | 0.0% | 0.0% | 224 | +22 | 84.62% | Q1 2026 | May 15, 2026 |
| GODSEY & GIBB, INC | History | No change | 42 | 2 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 46 | 2 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Reduced | 23 | 1 | 0.0% | 0.0% | 225 | -243 | -91.35% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 20 | 1 | 0.0% | — | 230 | +20 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 18 | 1 | 0.0% | 0.0% | 227 | +2 | 12.5% | Q1 2026 | May 05, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 22 | 1 | 0.0% | 0.0% | 226 | -1 | -4.35% | Q1 2026 | Apr 29, 2026 |
| Ares Financial Consulting, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Cornerstone Financial Management LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,284 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -17,714 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,769 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,239 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,533 | -100.0% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,576 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,227 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,040 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,377 | -100.0% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -6,575 | -100.0% | Q1 2026 | May 15, 2026 |
| AdvisorShares Investments LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,106 | -100.0% | Q1 2026 | Apr 28, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,507 | -100.0% | Q1 2026 | May 11, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,011 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -3,875 | -100.0% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,855 | -100.0% | Q1 2026 | May 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,740 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -555 | -100.0% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -109 | -100.0% | Q1 2026 | May 08, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -75 | -100.0% | Q1 2026 | May 12, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 16 | 0 | — | 0.0% | — | -24 | -60.0% | Q1 2026 | Apr 13, 2026 |
| Sankala Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Mar 31, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -8 | -38.1% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -5 | -25.0% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 18 | 0 | — | 0.0% | — | -3 | -14.29% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 21, 2026 |
| Frazier Financial Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Mowery & Schoenfeld Wealth Management, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |