VILLAGE SUPER MARKET INC - VLGEA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 737,682 | 31,152 | 0.01% | 0.01% | 1 | +892 | 0.12% | Q1 2026 | May 07, 2026 |
| BlackRock, Inc. | History | Added to | 716,329 | 30,250 | 0.0% | 0.0% | 2 | +14,578 | 2.08% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 618,772 | 21,901 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 464,084 | 19,598 | 0.03% | 0.03% | 4 | -21,900 | -4.51% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 426,933 | 18,029 | 0.01% | 0.01% | 5 | +41,730 | 10.83% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 405,312 | 17,116 | 0.39% | 0.37% | 6 | -40,675 | -9.12% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 395,912 | 16,719 | 0.0% | — | 7 | +395,912 | New | Q1 2026 | May 15, 2026 |
| MONEY CONCEPTS CAPITAL CORP | History | Added to | 391,214 | 16,520 | 0.91% | 0.73% | 8 | +21,150 | 5.72% | Q1 2026 | Apr 30, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 222,657 | 9,405 | 0.0% | 0.0% | 9 | +3,827 | 1.75% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 208,422 | 8,801 | 0.0% | 0.0% | 10 | +5,580 | 2.75% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 185,500 | 7,833 | 0.08% | 0.06% | 11 | -5,300 | -2.78% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 170,545 | 7,202 | 0.0% | — | 12 | +170,545 | New | Q1 2026 | May 08, 2026 |
| Bulldog Investors, LLP | History | No change | 170,515 | 7,200 | 1.62% | 1.34% | 13 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 151,631 | 6,403 | 0.13% | 0.11% | 14 | +6,633 | 4.57% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 144,387 | 6,097 | 0.0% | 0.0% | 15 | -30,105 | -17.25% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 129,570 | 5,471 | 0.05% | 0.05% | 16 | -1,350 | -1.03% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Added to | 101,646 | 4,292 | 0.0% | 0.0% | 17 | +930 | 0.92% | Q1 2026 | May 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 95,890 | 4,105 | 0.01% | 0.01% | 18 | -14,691 | -13.29% | Q1 2026 | May 05, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 95,671 | 4,040 | 0.01% | 0.01% | 19 | -3,400 | -3.43% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 85,553 | 3,612 | 0.0% | 0.0% | 20 | -5,741 | -6.29% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 85,381 | 3,605 | 0.02% | — | 21 | +85,381 | New | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 80,234 | 3,388 | 0.0% | 0.0% | 22 | +1,828 | 2.33% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 77,112 | 3,256 | 0.0% | 0.0% | 23 | +14,091 | 22.36% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 73,019 | 3,083 | 0.0% | 0.0% | 24 | -21 | -0.03% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 69,800 | 2,947 | 0.02% | 0.02% | 25 | -2,800 | -3.86% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 64,246 | 2,713 | 0.0% | 0.0% | 26 | +11,166 | 21.04% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 59,142 | 2,497 | 0.0% | — | 27 | +59,142 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 57,269 | 2,451 | 0.0% | 0.0% | 28 | +43,767 | 324.15% | Q1 2026 | May 13, 2026 |
| AEGIS FINANCIAL CORP | History | No change | 55,733 | 2,353 | 0.41% | 0.47% | 29 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 53,499 | 2,259 | 0.0% | 0.0% | 30 | +13,531 | 33.85% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Added to | 50,477 | 2,131 | 0.0% | 0.0% | 31 | +24,798 | 96.57% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 50,000 | 2,111 | 0.13% | 0.11% | 32 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 49,273 | 2,080 | 0.0% | 0.0% | 33 | +32,667 | 196.72% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 44,431 | 1,876 | 0.0% | 0.0% | 34 | +4,518 | 11.32% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 43,041 | 1,817 | 0.0% | 0.0% | 35 | +884 | 2.1% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 35,281 | 1,489 | 0.0% | 0.0% | 36 | +27,447 | 350.36% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 31,011 | 1,309 | 0.01% | 0.01% | 37 | -847 | -2.66% | Q1 2026 | May 13, 2026 |
| Uncommon Cents Investing LLC | History | Reduced | 30,310 | 1,279 | 0.3% | 0.27% | 38 | -755 | -2.43% | Q1 2026 | Apr 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 29,745 | 1,256 | 0.0% | 0.0% | 39 | +175 | 0.59% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 28,526 | 1,204 | 0.0% | 0.0% | 40 | +13,994 | 96.3% | Q1 2026 | May 13, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 27,763 | 1,172 | 0.0% | 0.0% | 41 | +56 | 0.2% | Q1 2026 | May 11, 2026 |
| Trexquant Investment LP | History | Added to | 26,822 | 1,132 | 0.01% | 0.01% | 42 | +5,372 | 25.04% | Q1 2026 | May 15, 2026 |
| Value Investment Professionals, LLC | History | Added to | 26,823 | 1,132 | 1.04% | 0.99% | 43 | +27 | 0.1% | Q1 2026 | Apr 27, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 28,607 | 1,012 | 0.01% | 0.01% | 44 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 22,841 | 964 | 0.0% | 0.0% | 45 | +6,647 | 41.05% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 22,606 | 954 | 0.0% | 0.0% | 46 | +3,914 | 20.94% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | New | 21,874 | 923 | 0.0% | — | 47 | +21,874 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 21,398 | 903 | 0.0% | — | 48 | +21,398 | New | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 21,312 | 900 | 0.0% | 0.0% | 49 | -14,064 | -39.76% | Q1 2026 | May 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 20,529 | 866 | 0.02% | 0.01% | 50 | +9,240 | 81.85% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 20,039 | 846 | 0.0% | 0.0% | 51 | +11,480 | 134.13% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 18,100 | 764 | 0.0% | 0.0% | 52 | +300 | 1.69% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 17,760 | 750 | 0.0% | 0.0% | 53 | -2,349 | -11.68% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 17,677 | 747 | 0.0% | 0.0% | 54 | +453 | 2.63% | Q1 2026 | Apr 22, 2026 |
| Nuveen, LLC | History | Reduced | 15,330 | 647 | 0.0% | 0.0% | 55 | -1,241 | -7.49% | Q1 2026 | Apr 30, 2026 |
| Invesco Ltd. | History | Reduced | 13,875 | 585 | 0.0% | 0.0% | 56 | -877 | -5.94% | Q1 2026 | May 12, 2026 |
| DGS Capital Management, LLC | History | Added to | 13,414 | 566 | 0.09% | 0.06% | 57 | +3,276 | 32.31% | Q1 2026 | Apr 28, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 15,800 | 559 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HRT FINANCIAL LP | History | New | 13,152 | 555 | 0.0% | — | 60 | +13,152 | New | Q1 2026 | May 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | No change | 13,148 | 555 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| SHUFRO ROSE & CO LLC | History | Reduced | 12,500 | 527 | 0.04% | 0.03% | 61 | -1,894 | -13.16% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 12,149 | 513 | 0.0% | 0.0% | 62 | +31 | 0.26% | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 11,846 | 500 | 0.0% | 0.0% | 63 | -503 | -4.07% | Q1 2026 | May 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 10,109 | 426 | 0.0% | — | 64 | +10,109 | New | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | New | 9,648 | 407 | 0.01% | — | 65 | +9,648 | New | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 9,537 | 402 | 0.0% | — | 67 | +9,537 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 11,370 | 402 | 0.0% | 0.0% | 66 | +400 | 3.65% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 9,100 | 384 | 0.0% | 0.0% | 68 | -300 | -3.19% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 9,062 | 382 | 0.0% | 0.0% | 69 | +209 | 2.36% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,910 | 376 | 0.0% | 0.0% | 70 | +6,062 | 212.85% | Q1 2026 | May 12, 2026 |
| Fort Point Capital Partners LLC | History | No change | 8,891 | 375 | 0.05% | 0.04% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 10,332 | 365 | 0.02% | 0.02% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Added to | 8,198 | 346 | 0.0% | 0.0% | 73 | +6,125 | 295.47% | Q1 2026 | May 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 7,880 | 332 | 0.0% | 0.0% | 74 | -552 | -6.55% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 7,788 | 328 | 0.0% | 0.0% | 75 | +1,700 | 27.92% | Q1 2026 | May 06, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 7,781 | 328 | 0.0% | 0.0% | 76 | -567 | -6.79% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | No change | 6,845 | 289 | 0.08% | 0.09% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | New | 6,800 | 287 | 0.01% | — | 78 | +6,800 | New | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 6,603 | 278 | 0.0% | 0.0% | 79 | +519 | 8.53% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 6,449 | 273 | 0.0% | — | 80 | +6,449 | New | Q1 2026 | May 15, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 6,040 | 260 | 0.0% | 0.0% | 81 | -87 | -1.42% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 5,108 | 215 | 0.0% | — | 82 | +5,108 | New | Q1 2026 | Apr 20, 2026 |
| MAI Capital Management | History | Added to | 4,956 | 209 | 0.0% | 0.0% | 83 | +6 | 0.12% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 4,909 | 207 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 4,753 | 200 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 4,718 | 199 | 0.0% | 0.0% | 86 | +1,461 | 44.86% | Q1 2026 | Apr 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,356 | 183 | 0.0% | 0.0% | 87 | +102 | 2.4% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,074 | 172 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 3,847 | 162 | 0.0% | — | 89 | +3,847 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 3,559 | 150 | 0.0% | 0.0% | 90 | -6,805 | -65.66% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 2,836 | 119 | 0.0% | 0.0% | 91 | +233 | 8.95% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,545 | 107 | 0.0% | 0.0% | 92 | -192 | -7.01% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,393 | 101 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,376 | 100 | 0.0% | 0.0% | 94 | -188 | -7.33% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 2,099 | 88 | 0.0% | 0.0% | 95 | -119 | -5.37% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 2,004 | 84 | 0.0% | 0.0% | 96 | -12,270 | -85.96% | Q1 2026 | May 14, 2026 |
| Morton Brown Family Wealth, LLC | History | New | 1,821 | 76 | 0.02% | — | 97 | +1,821 | New | Q1 2026 | Apr 20, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,760 | 73 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,700 | 71 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,571 | 66 | 0.0% | 0.0% | 100 | +1,215 | 341.29% | Q1 2026 | May 15, 2026 |
| Abound Wealth Management | History | No change | 1,500 | 63 | 0.01% | 0.01% | 101 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,242 | 52 | 0.0% | 0.0% | 102 | +47 | 3.93% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1,066 | 45 | 0.0% | 0.0% | 103 | -167 | -13.54% | Q1 2026 | Apr 27, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Reduced | 908 | 38 | 0.02% | 0.06% | 104 | -2,805 | -75.55% | Q1 2026 | May 06, 2026 |
| Legal & General Group Plc | History | No change | 835 | 35 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 815 | 34 | 0.0% | 0.0% | 106 | -117 | -12.55% | Q1 2026 | Apr 07, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 791 | 33 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 759 | 32 | 0.0% | 0.0% | 108 | -175 | -18.74% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 608 | 25 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 591 | 24 | 0.0% | — | 110 | +570 | 2714.29% | Q1 2026 | Apr 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 519 | 21 | 0.0% | 0.0% | 111 | +326 | 168.91% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 496 | 20 | 0.0% | 0.0% | 112 | -68 | -12.06% | Q1 2026 | May 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 485 | 20 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 313 | 13 | 0.0% | — | 115 | +313 | New | Q1 2026 | Apr 28, 2026 |
| Covestor Ltd | History | Reduced | 312 | 13 | 0.01% | 0.01% | 114 | -5 | -1.58% | Q1 2026 | May 05, 2026 |
| Allworth Financial LP | History | Added to | 306 | 12 | 0.0% | 0.0% | 117 | +269 | 727.03% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 303 | 12 | 0.0% | 0.0% | 116 | -225 | -42.61% | Q1 2026 | Apr 22, 2026 |
| Arax Advisory Partners | History | Reduced | 300 | 12 | 0.0% | 0.0% | 118 | -6 | -1.96% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 300 | 12 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| High Point Wealth Management, LLC | History | Added to | 266 | 11 | 0.01% | 0.01% | 120 | +2 | 0.76% | Q1 2026 | Apr 08, 2026 |
| IFP Advisors, Inc | History | Added to | 187 | 7 | 0.0% | 0.0% | 121 | +10 | 5.65% | Q1 2026 | Apr 13, 2026 |
| WealthCollab, LLC | History | No change | 180 | 7 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 142 | 6 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | New | 137 | 5 | 0.0% | — | 125 | +137 | New | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | New | 126 | 5 | 0.0% | — | 124 | +126 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 126 | 4 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Optiver Holding B.V. | History | Added to | 82 | 3 | 0.0% | 0.0% | 127 | +16 | 24.24% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 50 | 2 | 0.0% | — | 135 | +50 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 69 | 2 | 0.0% | 0.0% | 132 | +15 | 27.78% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 58 | 2 | 0.0% | 0.0% | 131 | -5 | -7.94% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 65 | 2 | 0.0% | 0.0% | 134 | -1 | -1.52% | Q1 2026 | May 21, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 54 | 2 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 48 | 2 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Cornerstone Financial Management LLC | History | No change | 56 | 2 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | Added to | 43 | 1 | 0.0% | — | 137 | +31 | 258.33% | Q1 2026 | May 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 27 | 1 | 0.0% | — | 141 | +27 | New | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 45 | 1 | 0.0% | 0.0% | 136 | +2 | 4.65% | Q1 2026 | Apr 30, 2026 |
| Avion Wealth | History | No change | 38 | 1 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Smartleaf Asset Management LLC | History | No change | 27 | 1 | 0.0% | — | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | No change | 28 | 1 | 0.0% | — | 140 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Axecap Investments, LLC | History | Closed out | 0 | 0 | — | 1.07% | — | -49,189 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Verdad Advisers, LP | History | Closed out | 0 | 0 | — | 0.81% | — | -20,000 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,376 | -100.0% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -12,900 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -9,427 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -288 | -100.0% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6 | 0 | — | 0.0% | — | -259 | -97.74% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -88 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 24, 2026 |
| Transamerica Financial Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 7 | 0 | — | — | — | -1 | -12.5% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Torren Management, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |