Voya Financial, Inc. - VOYA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 10,993,362 | 818,895 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 9,392,187 | 641,674 | 0.01% | 0.01% | 2 | -118,960 | -1.25% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 6,183,349 | 422,447 | 0.05% | 0.05% | 3 | -551,853 | -8.19% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 6,148,950 | 420,096 | 0.08% | 0.06% | 4 | +1,656,042 | 36.86% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,733,062 | 391,682 | 0.02% | — | 5 | +5,733,062 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 5,585,571 | 381,606 | 0.07% | 0.08% | 6 | -829,040 | -12.92% | Q1 2026 | May 05, 2026 |
| FMR LLC | History | Reduced | 4,794,268 | 327,544 | 0.02% | 0.02% | 7 | -171,468 | -3.45% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,174,199 | 285,181 | 0.01% | — | 8 | +4,174,199 | New | Q1 2026 | May 15, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 3,673,118 | 250,947 | 0.81% | 0.81% | 9 | +46,906 | 1.29% | Q1 2026 | Apr 24, 2026 |
| STATE STREET CORP | History | Added to | 3,252,537 | 222,213 | 0.01% | 0.01% | 10 | +12,715 | 0.39% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,944,459 | 201,165 | 0.05% | 0.05% | 11 | +232,173 | 8.56% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,699,676 | 184,435 | 0.04% | 0.04% | 12 | +248,935 | 10.16% | Q1 2026 | May 07, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 2,354,731 | 160,875 | 0.05% | 0.07% | 13 | -351,623 | -12.99% | Q1 2026 | May 14, 2026 |
| Boston Partners | History | Reduced | 2,077,013 | 141,894 | 0.15% | 0.27% | 14 | -1,480,268 | -41.61% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,881,277 | 128,556 | 0.01% | 0.01% | 15 | +53,915 | 2.95% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,629,858 | 111,351 | 0.02% | 0.02% | 16 | +109,665 | 7.21% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,618,234 | 110,557 | 0.01% | 0.01% | 17 | -35,759 | -2.16% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,536,312 | 104,960 | 0.14% | 0.11% | 18 | +332,625 | 27.63% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 1,500,000 | 102,480 | 0.16% | — | 19 | +1,500,000 | New | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | Reduced | 1,276,081 | 87,181 | 0.07% | 0.07% | 20 | -19,555 | -1.51% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 1,115,667 | 83,106 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,044,310 | 71,347 | 0.15% | 0.16% | 22 | +44,850 | 4.49% | Q1 2026 | May 11, 2026 |
| GW&K Investment Management, LLC | History | Added to | 1,019,038 | 69,621 | 0.61% | 0.6% | 23 | +94,859 | 10.26% | Q1 2026 | May 13, 2026 |
| Woodline Partners LP | History | New | 950,319 | 64,925 | 0.25% | — | 24 | +950,319 | New | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 863,543 | 58,997 | 0.1% | 0.09% | 25 | +42,471 | 5.17% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 803,194 | 54,874 | 0.01% | 0.01% | 26 | -25,683 | -3.1% | Q1 2026 | May 14, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 754,048 | 51,431 | 3.72% | 3.91% | 27 | +93,305 | 14.12% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 741,663 | 50,670 | 0.01% | 0.0% | 28 | +720,084 | 3336.97% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 694,929 | 47,477 | 0.01% | 0.01% | 29 | +28,259 | 4.24% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 592,681 | 40,491 | 0.0% | 0.01% | 30 | -75,404 | -11.29% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 582,285 | 39,781 | 0.01% | — | 31 | +582,285 | New | Q1 2026 | May 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 496,650 | 36,995 | 0.22% | 0.22% | 32 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 526,864 | 35,995 | 0.03% | 0.01% | 33 | +388,520 | 280.84% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 514,453 | 34,941 | 0.02% | 0.02% | 34 | -124,641 | -19.5% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 439,235 | 30,008 | 0.55% | 0.6% | 35 | -7,755 | -1.73% | Q1 2026 | Apr 13, 2026 |
| Jain Global LLC | History | New | 395,618 | 27,028 | 0.11% | — | 36 | +395,618 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 385,568 | 26,342 | 0.0% | 0.0% | 37 | -646 | -0.17% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 383,464 | 26,198 | 0.01% | 0.0% | 38 | +332,148 | 647.26% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 372,677 | 25,461 | 0.18% | 0.39% | 39 | -351,574 | -48.54% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 350,678 | 23,958 | 0.01% | 0.01% | 40 | -118,945 | -25.33% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 337,948 | 23,088 | 0.12% | 0.02% | 41 | +291,434 | 626.55% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 330,819 | 22,601 | 0.01% | 0.01% | 42 | +16,973 | 5.41% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 323,544 | 22,104 | 0.09% | 0.0% | 43 | +316,108 | 4251.05% | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 310,204 | 21,193 | 0.03% | 0.02% | 44 | +95,012 | 44.15% | Q1 2026 | May 15, 2026 |
| Leeward Investments, LLC - MA | History | Added to | 289,498 | 19,778 | 0.98% | 0.94% | 45 | +41,014 | 16.51% | Q1 2026 | Apr 17, 2026 |
| Prana Capital Management, LP | History | Added to | 286,296 | 19,559 | 0.59% | 0.53% | 46 | +90,423 | 46.16% | Q1 2026 | May 15, 2026 |
| Cander Asset Management LP | History | Added to | 280,213 | 19,144 | 3.44% | 3.39% | 47 | +34,103 | 13.86% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 263,884 | 18,028 | 0.0% | 0.0% | 48 | -35,498 | -11.86% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 254,786 | 17,406 | 0.01% | 0.02% | 49 | +1,648 | 0.65% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 253,613 | 17,325 | 0.02% | 0.02% | 50 | +20,875 | 8.97% | Q1 2026 | May 13, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 244,219 | 16,681 | 1.04% | 1.16% | 51 | -39,004 | -13.77% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 249,281 | 16,676 | 0.0% | 0.0% | 52 | +47,835 | 23.75% | Q1 2026 | May 13, 2026 |
| Retirement Systems of Alabama | History | Reduced | 239,939 | 16,392 | 0.05% | 0.06% | 53 | -27,172 | -10.17% | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 237,550 | 16,229 | 0.03% | 0.03% | 54 | +15,186 | 6.83% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 231,972 | 15,849 | 0.12% | 0.13% | 55 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Nuveen, LLC | History | Reduced | 219,713 | 15,010 | 0.0% | 0.01% | 56 | -100,067 | -31.29% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 212,488 | 14,517 | 0.0% | 0.0% | 57 | -66,042 | -23.71% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 209,857 | 14,337 | 0.01% | 0.01% | 58 | +5,103 | 2.49% | Q1 2026 | May 04, 2026 |
| Gillson Capital LP | History | New | 208,355 | 14,235 | 1.17% | — | 59 | +208,355 | New | Q1 2026 | May 15, 2026 |
| Impax Asset Management Group plc | History | Added to | 208,179 | 14,222 | 0.1% | 0.09% | 60 | +5,078 | 2.5% | Q1 2026 | May 12, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 207,704 | 14,190 | 0.67% | 0.59% | 61 | +12,423 | 6.36% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 204,573 | 13,976 | 0.01% | 0.01% | 62 | +8,722 | 4.45% | Q1 2026 | May 06, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 202,984 | 13,867 | 0.05% | 0.06% | 63 | -50,756 | -20.0% | Q1 2026 | May 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 193,594 | 13,170 | 0.02% | 0.03% | 64 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 192,142 | 13,127 | 0.0% | 0.0% | 65 | +46,929 | 32.32% | Q1 2026 | May 04, 2026 |
| Epoch Investment Partners, Inc. | History | Added to | 189,949 | 12,977 | 0.08% | 0.07% | 66 | +22,439 | 13.4% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Added to | 189,778 | 12,965 | 0.09% | 0.01% | 67 | +176,026 | 1280.0% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 188,519 | 12,879 | 0.02% | 0.02% | 68 | +15,107 | 8.71% | Q1 2026 | May 11, 2026 |
| Swiss National Bank | History | Reduced | 188,200 | 12,857 | 0.01% | 0.01% | 69 | -1,900 | -1.0% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 186,305 | 12,728 | 0.01% | 0.01% | 70 | +109,551 | 142.73% | Q1 2026 | May 15, 2026 |
| M&G Plc | History | Reduced | 181,554 | 12,345 | 0.06% | 0.07% | 71 | -2,581 | -1.4% | Q1 2026 | May 13, 2026 |
| Gator Capital Management, LLC | History | Added to | 153,275 | 10,471 | 2.14% | 1.89% | 72 | +28,005 | 22.36% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 148,812 | 10,166 | 0.0% | 0.0% | 73 | +15,022 | 11.23% | Q1 2026 | May 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 141,571 | 9,672 | 0.19% | 0.0% | 74 | -37 | -0.03% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 121,425 | 9,044 | 0.0% | 0.0% | 75 | -50,057 | -29.19% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 129,556 | 8,851 | 0.03% | 0.03% | 76 | +2,074 | 1.63% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 126,783 | 8,661 | 0.3% | 0.48% | 77 | -89,780 | -41.46% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 125,126 | 8,548 | 0.0% | 0.0% | 78 | -44,892 | -26.4% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 122,741 | 8,385 | 0.06% | 0.0% | 79 | +117,900 | 2435.45% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 120,989 | 8,265 | 0.0% | 0.0% | 80 | -28,450 | -19.04% | Q1 2026 | May 08, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 116,791 | 7,979 | 0.03% | 0.04% | 81 | -36,668 | -23.89% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 116,730 | 7,974 | 0.0% | 0.0% | 82 | +43,990 | 60.48% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 116,663 | 7,970 | 0.02% | 0.02% | 83 | -7,214 | -5.82% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 113,718 | 7,769 | 0.01% | 0.0% | 84 | +103,728 | 1038.32% | Q1 2026 | Apr 16, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 113,207 | 7,734 | 0.01% | 0.01% | 85 | +22,484 | 24.78% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 110,803 | 7,570 | 0.05% | 0.0% | 86 | +95,687 | 633.02% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 110,603 | 7,407 | 0.01% | 0.01% | 87 | +6,856 | 6.61% | Q1 2026 | May 05, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 107,596 | 7,351 | 0.11% | 0.11% | 88 | +15,570 | 16.92% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 106,482 | 7,272 | 0.01% | 0.01% | 89 | -4,253 | -3.84% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 100,000 | 6,831 | 0.02% | 0.0% | 90 | +94,867 | 1848.18% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 96,939 | 6,622 | 0.01% | 0.01% | 91 | -651 | -0.67% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 96,427 | 6,587 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 94,867 | 6,481 | 0.0% | 0.0% | 93 | +7,700 | 8.83% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 94,760 | 6,474 | 0.01% | 0.01% | 94 | +61 | 0.06% | Q1 2026 | May 11, 2026 |
| Man Group plc | History | Added to | 91,921 | 6,280 | 0.01% | 0.01% | 95 | +16,145 | 21.31% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 91,243 | 6,252 | 0.0% | 0.01% | 96 | -30,024 | -24.76% | Q1 2026 | Apr 30, 2026 |
| Bridgewater Associates, LP | History | Reduced | 88,486 | 6,045 | 0.03% | 0.04% | 97 | -70,587 | -44.37% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 84,340 | 5,764 | 0.01% | 0.01% | 98 | +23,032 | 37.57% | Q1 2026 | May 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 82,497 | 5,636 | 0.0% | — | 99 | +82,497 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 77,823 | 5,316 | 0.0% | 0.02% | 100 | -690,878 | -89.88% | Q1 2026 | May 15, 2026 |
| Cadence Bank | History | No change | 70,770 | 5,271 | 0.31% | 0.31% | 101 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Numerai GP LLC | History | Added to | 75,123 | 5,132 | 0.51% | 0.19% | 102 | +54,163 | 258.41% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 71,267 | 4,869 | 0.0% | 0.0% | 103 | -2,110 | -2.88% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 64,163 | 4,779 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 67,905 | 4,637 | 0.01% | 0.01% | 105 | -37,816 | -35.77% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 66,759 | 4,560 | 0.0% | 0.0% | 106 | +1,366 | 2.09% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 66,693 | 4,556 | 0.03% | — | 107 | +66,693 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 65,276 | 4,459 | 0.0% | 0.0% | 108 | -2,839 | -4.17% | Q1 2026 | May 15, 2026 |
| Northwest & Ethical Investments L.P. | History | Added to | 64,554 | 4,410 | 0.1% | 0.09% | 109 | +9,719 | 17.72% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 63,058 | 4,308 | 0.01% | 0.0% | 110 | +61,795 | 4892.72% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 61,561 | 4,205 | 0.0% | 0.0% | 111 | -2,477 | -3.87% | Q1 2026 | May 11, 2026 |
| KELLY FINANCIAL GROUP LLC | History | Added to | 4,077,462 | 4,077 | 1.03% | 1.04% | 112 | +5,360 | 0.13% | Q1 2026 | Apr 09, 2026 |
| Private Advisor Group, LLC | History | Added to | 55,765 | 3,809 | 0.02% | 0.02% | 113 | +105 | 0.19% | Q1 2026 | Apr 24, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 54,783 | 3,745 | 0.01% | 0.01% | 114 | +326 | 0.6% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 54,640 | 3,733 | 0.01% | 0.02% | 115 | -55,604 | -50.44% | Q1 2026 | May 12, 2026 |
| Parallax Volatility Advisers, L.P. | History | New | 49,107 | 3,677 | 0.01% | — | 116 | +49,107 | New | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 53,155 | 3,631 | 0.01% | 0.01% | 117 | -16,700 | -23.91% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 52,497 | 3,586 | 0.01% | 0.01% | 118 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cerity Partners LLC | History | Reduced | 52,406 | 3,580 | 0.01% | 0.01% | 119 | -3,517 | -6.29% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 52,264 | 3,570 | 0.0% | — | 120 | +52,264 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 48,900 | 3,340 | 0.0% | 0.0% | 121 | +37,761 | 339.0% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 48,204 | 3,293 | 0.02% | — | 122 | +48,204 | New | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 47,273 | 3,229 | 0.04% | 0.04% | 123 | +5,514 | 13.2% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 46,353 | 3,167 | 0.01% | 0.01% | 124 | -57,874 | -55.53% | Q1 2026 | May 01, 2026 |
| Amundi | History | Added to | 44,983 | 3,073 | 0.0% | 0.0% | 125 | +40,046 | 811.14% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 42,923 | 2,932 | 0.02% | 0.02% | 126 | +564 | 1.33% | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 42,657 | 2,914 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 41,510 | 2,835 | 0.0% | 0.0% | 128 | -39,143 | -48.53% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 40,714 | 2,782 | 0.01% | 0.01% | 129 | +430 | 1.07% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 40,493 | 2,766 | 0.02% | 0.03% | 130 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MORGAN DEMPSEY CAPITAL MANAGEMENT LLC | History | Reduced | 40,385 | 2,759 | 1.26% | 1.5% | 131 | -990 | -2.39% | Q1 2026 | May 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 40,120 | 2,741 | 0.0% | 0.0% | 132 | +150 | 0.38% | Q1 2026 | May 13, 2026 |
| FCA CORP /TX | History | Added to | 40,001 | 2,732 | 0.77% | 0.82% | 133 | +987 | 2.53% | Q1 2026 | May 14, 2026 |
| TFO Wealth Partners, LLC | History | New | 39,174 | 2,676 | 0.36% | — | 134 | +39,174 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 38,883 | 2,656 | 0.01% | 0.01% | 135 | +6,372 | 19.6% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 36,873 | 2,519 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 36,022 | 2,461 | 0.03% | 0.03% | 137 | -3,583 | -9.05% | Q1 2026 | May 07, 2026 |
| LPL Financial LLC | History | Added to | 34,989 | 2,390 | 0.0% | 0.0% | 138 | +592 | 1.72% | Q1 2026 | May 06, 2026 |
| Four Tree Island Advisory LLC | History | Added to | 33,659 | 2,299 | 1.16% | 1.34% | 139 | +1,127 | 3.46% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 33,016 | 2,289 | 0.0% | 0.0% | 140 | -25,902 | -43.96% | Q1 2026 | May 12, 2026 |
| Oak Thistle LLC | History | New | 33,276 | 2,273 | 0.22% | — | 141 | +33,276 | New | Q1 2026 | Apr 10, 2026 |
| Handelsbanken Fonder AB | History | Added to | 33,200 | 2,268 | 0.01% | 0.01% | 142 | +8,400 | 33.87% | Q1 2026 | Apr 28, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 33,202 | 2,268 | 0.01% | 0.02% | 143 | -6,256 | -15.85% | Q1 2026 | May 13, 2026 |
| Vestcor Inc | History | Added to | 32,556 | 2,224 | 0.06% | 0.01% | 144 | +27,885 | 596.98% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 31,644 | 2,161 | 0.0% | 0.0% | 145 | -978 | -3.0% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 30,967 | 2,115 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 29,978 | 2,048 | 0.01% | 0.01% | 147 | -1,198 | -3.84% | Q1 2026 | May 14, 2026 |
| CORSAIR CAPITAL MANAGEMENT, L.P. | History | Reduced | 29,837 | 2,038 | 0.3% | 0.43% | 148 | -7,500 | -20.09% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 29,314 | 2,002 | 0.0% | 0.0% | 149 | +20,532 | 233.8% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 28,644 | 1,956 | 0.02% | 0.02% | 150 | -1,842 | -6.04% | Q1 2026 | Apr 24, 2026 |
| Vest Financial, LLC | History | New | 28,342 | 1,936 | 0.02% | — | 152 | +28,342 | New | Q1 2026 | Apr 23, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 28,330 | 1,936 | 0.0% | 0.0% | 151 | -3,315 | -10.48% | Q1 2026 | Apr 27, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 28,957 | 1,917 | 0.0% | 0.0% | 153 | +27,978 | 2857.81% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 27,762 | 1,890 | 0.0% | 0.0% | 154 | -36,294 | -56.66% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 25,273 | 1,882 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 27,300 | 1,865 | 0.03% | 0.03% | 156 | +1,000 | 3.8% | Q1 2026 | Apr 20, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 26,561 | 1,814 | 0.01% | 0.01% | 157 | -632 | -2.32% | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | New | 26,519 | 1,811 | 0.02% | — | 158 | +26,519 | New | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 26,422 | 1,805 | 0.0% | 0.0% | 159 | -31,247 | -54.18% | Q1 2026 | May 11, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 26,415 | 1,804 | 1.07% | 1.19% | 160 | -815 | -2.99% | Q1 2026 | Apr 13, 2026 |
| Arizona State Retirement System | History | Reduced | 26,140 | 1,785 | 0.01% | 0.01% | 161 | -632 | -2.36% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Added to | 25,889 | 1,768 | 0.05% | 0.0% | 162 | +25,491 | 6404.77% | Q1 2026 | May 13, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 24,800 | 1,694 | 0.0% | 0.0% | 163 | -15,500 | -38.46% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 24,547 | 1,677 | 0.03% | 0.03% | 164 | +1,657 | 7.24% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 23,963 | 1,637 | 0.0% | 0.0% | 165 | +9,493 | 65.6% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 23,552 | 1,609 | 0.01% | 0.01% | 166 | -262 | -1.1% | Q1 2026 | May 01, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 23,515 | 1,607 | 0.0% | 0.01% | 167 | -36,514 | -60.83% | Q1 2026 | Apr 22, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 23,521 | 1,606 | 0.0% | — | 168 | +23,521 | New | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 23,209 | 1,585 | 0.01% | 0.01% | 169 | -464 | -1.96% | Q1 2026 | May 13, 2026 |
| Cresset Asset Management, LLC | History | Added to | 23,121 | 1,579 | 0.01% | 0.01% | 170 | +155 | 0.67% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 22,768 | 1,555 | 0.0% | 0.0% | 171 | +2,202 | 10.71% | Q1 2026 | Apr 27, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 22,616 | 1,545 | 0.01% | 0.01% | 172 | +100 | 0.44% | Q1 2026 | May 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Reduced | 21,200 | 1,448 | 0.01% | 0.01% | 173 | -400 | -1.85% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 21,058 | 1,438 | 0.02% | 0.02% | 174 | -234 | -1.1% | Q1 2026 | May 08, 2026 |
| Chesley Taft & Associates LLC | History | No change | 20,785 | 1,420 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 20,448 | 1,397 | 0.03% | 0.03% | 176 | -204 | -0.99% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 20,260 | 1,384 | 0.02% | 0.02% | 177 | +17 | 0.08% | Q1 2026 | Apr 23, 2026 |
| Qsemble Capital Management, LP | History | Reduced | 20,181 | 1,378 | 0.11% | 0.28% | 178 | -25,430 | -55.75% | Q1 2026 | May 07, 2026 |
| Davis Capital Management | History | Added to | 20,075 | 1,371 | 0.93% | 1.0% | 179 | +474 | 2.42% | Q1 2026 | Apr 16, 2026 |
| Arjuna Capital | History | Added to | 19,967 | 1,364 | 0.35% | 0.36% | 180 | +121 | 0.61% | Q1 2026 | May 06, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 19,800 | 1,353 | 0.04% | 0.04% | 181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 19,500 | 1,332 | 0.02% | 0.02% | 182 | -393 | -1.98% | Q1 2026 | May 12, 2026 |
| Dockside LLC | History | New | 19,457 | 1,329 | 0.33% | — | 183 | +19,457 | New | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 19,306 | 1,318 | 0.02% | 0.02% | 185 | +513 | 2.73% | Q1 2026 | May 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 19,304 | 1,318 | 0.02% | 0.02% | 184 | +300 | 1.58% | Q1 2026 | Apr 29, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 8,779 | 1,317 | 0.01% | 0.0% | 186 | +4,243 | 93.54% | Q1 2026 | May 14, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 18,178 | 1,241 | 0.05% | 0.05% | 187 | +1,813 | 11.08% | Q1 2026 | Apr 30, 2026 |
| Confluence Wealth Services, Inc. | History | Added to | 17,932 | 1,225 | 0.05% | 0.05% | 188 | +1,143 | 6.81% | Q1 2026 | May 07, 2026 |
| Engineers Gate Manager LP | History | Reduced | 17,348 | 1,185 | 0.01% | 0.05% | 189 | -40,223 | -69.87% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 17,317 | 1,183 | 0.04% | 0.04% | 190 | -123 | -0.71% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 16,933 | 1,156 | 0.01% | 0.02% | 191 | -57,244 | -77.17% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 16,613 | 1,134 | 0.02% | 0.02% | 192 | -891 | -5.09% | Q1 2026 | Apr 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 15,634 | 1,068 | 0.0% | 0.0% | 193 | +581 | 3.86% | Q1 2026 | Apr 22, 2026 |
| TWIN FOCUS CAPITAL PARTNERS, LLC | History | No change | 15,540 | 1,061 | 0.12% | 0.13% | 194 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Walleye Trading LLC | History | Added to | 15,433 | 1,054 | 0.0% | 0.0% | 195 | +10,932 | 242.88% | Q1 2026 | May 08, 2026 |
| Redwood Investment Management, LLC | History | New | 15,341 | 1,048 | 0.13% | — | 196 | +15,341 | New | Q1 2026 | May 14, 2026 |
| SEB Asset Management AB | History | New | 15,100 | 1,031 | 0.0% | — | 198 | +15,100 | New | Q1 2026 | May 07, 2026 |
| Jump Financial, LLC | History | Added to | 15,100 | 1,031 | 0.01% | 0.0% | 197 | +12,281 | 435.65% | Q1 2026 | May 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 14,537 | 993 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 13,857 | 946 | 0.0% | 0.0% | 200 | +10,658 | 333.17% | Q1 2026 | Apr 30, 2026 |
| Quantbot Technologies LP | History | Reduced | 13,548 | 925 | 0.04% | 0.05% | 201 | -6,332 | -31.85% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 13,523 | 923 | 0.02% | — | 202 | +13,523 | New | Q1 2026 | May 11, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 13,352 | 912 | 0.0% | 0.0% | 203 | -2,347 | -14.95% | Q1 2026 | May 13, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 13,334 | 910 | 0.0% | 0.0% | 204 | +1,061 | 8.64% | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | New | 13,281 | 907 | 0.03% | — | 205 | +13,281 | New | Q1 2026 | May 12, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 13,265 | 906 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 13,035 | 890 | 0.01% | 0.01% | 207 | +3,187 | 32.36% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 12,680 | 859 | 0.28% | — | 208 | +12,680 | New | Q1 2026 | May 13, 2026 |
| YHB Investment Advisors, Inc. | History | No change | 12,557 | 857 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TWIN CAPITAL MANAGEMENT INC | History | Added to | 12,538 | 856 | 0.11% | 0.11% | 210 | +242 | 1.97% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,666 | 850 | 0.0% | 0.0% | 211 | -7,043 | -35.73% | Q1 2026 | Apr 08, 2026 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | History | No change | 12,238 | 836 | 0.05% | 0.05% | 212 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 12,162 | 831 | 0.01% | 0.01% | 213 | -191 | -1.55% | Q1 2026 | Apr 07, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 11,910 | 813 | 0.01% | 0.01% | 214 | +3,091 | 35.05% | Q1 2026 | May 07, 2026 |
| Pathstone Holdings, LLC | History | Added to | 11,832 | 808 | 0.0% | 0.0% | 215 | +403 | 3.53% | Q1 2026 | May 11, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 11,062 | 755 | 0.0% | 0.0% | 216 | -424 | -3.69% | Q1 2026 | May 06, 2026 |
| Net Worth Advisory Group | History | Reduced | 10,914 | 745 | 0.15% | 0.17% | 217 | -228 | -2.05% | Q1 2026 | May 05, 2026 |
| IMC-Chicago, LLC | History | Reduced | 10,700 | 731 | 0.0% | 0.0% | 218 | -1,800 | -14.4% | Q1 2026 | May 05, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 10,626 | 725 | 0.0% | 0.0% | 219 | -853 | -7.43% | Q1 2026 | May 14, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 10,262 | 701 | 0.01% | 0.01% | 220 | -1,278 | -11.07% | Q1 2026 | May 08, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 9,398 | 700 | 0.05% | 0.05% | 221 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 10,000 | 683 | 0.12% | — | 222 | +10,000 | New | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 9,927 | 678 | 0.0% | 0.0% | 223 | +380 | 3.98% | Q1 2026 | May 06, 2026 |
| CenterStar Asset Management, LLC | History | New | 9,600 | 655 | 0.08% | — | 224 | +9,600 | New | Q1 2026 | May 01, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 9,518 | 650 | 0.01% | 0.02% | 225 | -2,703 | -22.12% | Q1 2026 | May 15, 2026 |
| A&I FINANCIAL SERVICES, LLC | History | Added to | 9,519 | 650 | 0.31% | 0.32% | 226 | +371 | 4.06% | Q1 2026 | Apr 15, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 9,445 | 645 | 0.02% | 0.13% | 228 | -51,220 | -84.43% | Q1 2026 | May 18, 2026 |
| State of Alaska, Department of Revenue | History | No change | 9,451 | 645 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 9,423 | 643 | 0.0% | 0.0% | 229 | -2,159 | -18.64% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 9,384 | 641 | 0.01% | 0.01% | 230 | +2,322 | 32.88% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,277 | 633 | 0.0% | 0.0% | 231 | -2,326 | -20.05% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 9,205 | 628 | 0.0% | 0.0% | 232 | -137 | -1.47% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9,173 | 626 | 0.0% | 0.0% | 233 | -920 | -9.12% | Q1 2026 | Jun 02, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Added to | 9,149 | 625 | 0.01% | 0.01% | 234 | +125 | 1.39% | Q1 2026 | Apr 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 8,972 | 612 | 0.06% | — | 235 | +8,972 | New | Q1 2026 | May 12, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,874 | 606 | 0.0% | 0.0% | 236 | +72 | 0.82% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Added to | 8,759 | 598 | 0.0% | 0.0% | 237 | +278 | 3.28% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 8,725 | 596 | 0.0% | 0.0% | 238 | -265 | -2.95% | Q1 2026 | May 12, 2026 |
| Calydon Capital | History | Added to | 8,644 | 590 | 0.1% | 0.1% | 239 | +301 | 3.61% | Q1 2026 | May 15, 2026 |
| AVIVA PLC | History | New | 8,531 | 582 | 0.0% | — | 240 | +8,531 | New | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 8,300 | 567 | 0.0% | 0.0% | 241 | +4,900 | 144.12% | Q1 2026 | May 14, 2026 |
| Weiss Asset Management LP | History | Reduced | 8,155 | 557 | 0.01% | 0.03% | 242 | -23,672 | -74.38% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 8,146 | 556 | 0.0% | 0.02% | 243 | -17,311 | -68.0% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 8,330 | 555 | 0.0% | 0.0% | 244 | +471 | 5.99% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,097 | 553 | 0.01% | 0.01% | 245 | +127 | 1.59% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | Added to | 7,997 | 546 | 0.0% | 0.0% | 246 | +3,590 | 81.46% | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | Added to | 7,900 | 539 | 0.13% | 0.06% | 247 | +5,014 | 173.74% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | New | 7,879 | 538 | 0.0% | — | 248 | +7,879 | New | Q1 2026 | May 15, 2026 |
| Trail Ridge Investment Advisors, LLC | History | Reduced | 7,758 | 530 | 0.23% | 0.29% | 249 | -1,188 | -13.28% | Q1 2026 | May 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 7,589 | 518 | 0.01% | 0.01% | 250 | -715 | -8.61% | Q1 2026 | May 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 7,498 | 512 | 0.07% | 0.09% | 251 | -29 | -0.39% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,408 | 506 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 7,308 | 499 | 0.01% | 0.01% | 253 | +52 | 0.72% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 7,235 | 494 | 0.0% | 0.0% | 254 | -872 | -10.76% | Q1 2026 | May 14, 2026 |
| Optimize Financial Inc | History | New | 7,035 | 480 | 0.24% | — | 255 | +7,035 | New | Q1 2026 | May 12, 2026 |
| Pinnacle Financial Partners, Inc. | History | Added to | 6,972 | 476 | 0.0% | 0.0% | 257 | +29 | 0.42% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 6,400 | 476 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SYON CAPITAL LLC | History | Added to | 6,822 | 466 | 0.02% | 0.02% | 260 | +788 | 13.06% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Reduced | 6,830 | 466 | 0.0% | 0.0% | 258 | -116 | -1.67% | Q1 2026 | May 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Reduced | 6,835 | 466 | 0.02% | 0.02% | 259 | -100 | -1.44% | Q1 2026 | May 01, 2026 |
| M&T BANK CORP | History | Reduced | 6,797 | 464 | 0.0% | 0.0% | 261 | -433 | -5.99% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | New | 6,561 | 448 | 0.0% | — | 262 | +6,561 | New | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 6,547 | 447 | 0.0% | 0.0% | 263 | -35,381 | -84.39% | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 6,514 | 445 | 0.01% | 0.02% | 264 | -2,145 | -24.77% | Q1 2026 | May 13, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 6,464 | 441 | 0.04% | 0.05% | 265 | -61 | -0.93% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 6,446 | 440 | 0.0% | 0.0% | 266 | +1,360 | 26.74% | Q1 2026 | Apr 30, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 6,405 | 437 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 5,825 | 433 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CenterBook Partners LP | History | Reduced | 6,320 | 431 | 0.02% | 0.14% | 269 | -33,395 | -84.09% | Q1 2026 | May 05, 2026 |
| Harbor Advisors LLC | History | No change | 6,000 | 409 | 0.06% | 0.07% | 270 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Reduced | 5,941 | 405 | 0.0% | 0.01% | 271 | -2,291 | -27.83% | Q1 2026 | May 05, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 5,898 | 402 | 0.01% | 0.0% | 272 | +3,062 | 107.97% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,039 | 399 | 0.0% | 0.0% | 273 | +761 | 14.42% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Reduced | 5,815 | 397 | 0.01% | 0.01% | 274 | -183 | -3.05% | Q1 2026 | Apr 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 5,798 | 396 | 0.0% | 0.01% | 275 | -51,261 | -89.84% | Q1 2026 | May 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 5,789 | 395 | 0.0% | 0.0% | 276 | -1,870 | -24.42% | Q1 2026 | May 13, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 5,726 | 391 | 0.0% | 0.0% | 277 | +340 | 6.31% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 5,490 | 375 | 0.0% | 0.0% | 278 | -7,592 | -58.03% | Q1 2026 | May 14, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 5,479 | 374 | 0.06% | — | 279 | +5,479 | New | Q1 2026 | Apr 09, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,442 | 371 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 5,400 | 368 | 0.0% | 0.0% | 281 | -100 | -1.82% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 5,292 | 361 | 0.0% | — | 282 | +5,292 | New | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 5,255 | 359 | 0.0% | 0.0% | 283 | -346 | -6.18% | Q1 2026 | May 04, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Reduced | 5,227 | 357 | 0.0% | 0.0% | 284 | -11,854 | -69.4% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 5,200 | 355 | 0.0% | 0.0% | 285 | -111 | -2.09% | Q1 2026 | May 05, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 5,176 | 353 | 0.1% | 0.2% | 286 | -4,913 | -48.7% | Q1 2026 | May 11, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 5,178 | 353 | 0.0% | 0.0% | 287 | -499 | -8.79% | Q1 2026 | May 14, 2026 |
| Utah Retirement Systems | History | No change | 5,156 | 352 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 5,120 | 349 | 0.0% | — | 289 | +5,120 | New | Q1 2026 | May 13, 2026 |
| Diversified Trust Co | History | Reduced | 5,062 | 345 | 0.01% | 0.01% | 290 | -5,411 | -51.67% | Q1 2026 | Apr 16, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 4,996 | 341 | 0.0% | 0.0% | 291 | +866 | 20.97% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 4,820 | 329 | 0.01% | — | 292 | +4,820 | New | Q1 2026 | Apr 29, 2026 |
| Compass Ion Advisors, LLC | History | Reduced | 4,770 | 325 | 0.03% | 0.04% | 293 | -1,280 | -21.16% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,664 | 318 | 0.0% | 0.0% | 294 | -1,093 | -18.99% | Q1 2026 | Apr 27, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 4,653 | 317 | 0.0% | 0.01% | 295 | -15,017 | -76.34% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 4,631 | 316 | 0.0% | 0.0% | 296 | +614 | 15.29% | Q1 2026 | May 14, 2026 |
| Maryland State Retirement & Pension System | History | No change | 4,595 | 313 | 0.01% | 0.01% | 297 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 4,388 | 299 | 0.02% | 0.03% | 298 | -915 | -17.25% | Q1 2026 | Apr 14, 2026 |
| Fifth Third Wealth Advisors LLC | History | Reduced | 4,295 | 293 | 0.01% | 0.01% | 299 | -126 | -2.85% | Q1 2026 | Apr 17, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 4,257 | 290 | 0.02% | — | 300 | +4,257 | New | Q1 2026 | Apr 16, 2026 |
| DnB Asset Management AS | History | New | 4,167 | 284 | 0.0% | — | 301 | +4,167 | New | Q1 2026 | May 14, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 4,154 | 283 | 0.01% | 0.01% | 302 | +1,330 | 47.1% | Q1 2026 | Apr 13, 2026 |
| XTX Topco Ltd | History | Reduced | 4,141 | 282 | 0.0% | 0.08% | 303 | -34,273 | -89.22% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 4,115 | 281 | 0.0% | 0.01% | 304 | -315 | -7.11% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 4,108 | 280 | 0.01% | 0.01% | 305 | -1,989 | -32.62% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Added to | 3,985 | 272 | 0.0% | 0.0% | 306 | +520 | 15.01% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 3,893 | 265 | 0.0% | 0.0% | 308 | +1,156 | 42.24% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | Added to | 3,881 | 265 | 0.0% | 0.0% | 307 | +139 | 3.71% | Q1 2026 | May 11, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 3,796 | 259 | 0.0% | 0.0% | 309 | -38 | -0.99% | Q1 2026 | May 26, 2026 |
| ProShare Advisors LLC | History | Reduced | 3,771 | 257 | 0.0% | 0.0% | 310 | -45 | -1.18% | Q1 2026 | Apr 24, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 3,754 | 256 | 0.01% | 0.01% | 311 | -359 | -8.73% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Reduced | 3,681 | 251 | 0.0% | 0.0% | 312 | -362 | -8.95% | Q1 2026 | Apr 27, 2026 |
| Avidian Wealth Enterprises, LLC | History | Reduced | 3,590 | 245 | 0.01% | 0.01% | 313 | -80 | -2.18% | Q1 2026 | May 07, 2026 |
| Caprock Group, LLC | History | New | 3,583 | 244 | 0.01% | — | 314 | +3,583 | New | Q1 2026 | May 11, 2026 |
| FJ Capital Management LLC | History | Reduced | 3,501 | 239 | 0.03% | 0.29% | 315 | -31,814 | -90.09% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,437 | 235 | 0.0% | 0.0% | 316 | -227 | -6.2% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 3,428 | 234 | 0.01% | 0.01% | 317 | +83 | 2.48% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 3,377 | 230 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 3,345 | 228 | 0.01% | 0.01% | 319 | +369 | 12.4% | Q1 2026 | Apr 06, 2026 |
| nVerses Capital, LLC | History | New | 3,241 | 221 | 0.2% | — | 321 | +3,241 | New | Q1 2026 | May 13, 2026 |
| Janney Capital Management LLC | History | No change | 2,973 | 221 | 0.01% | 0.01% | 320 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Capital Investment Advisory Services, LLC | History | Added to | 3,209 | 219 | 0.02% | 0.02% | 322 | +9 | 0.28% | Q1 2026 | May 05, 2026 |
| Beacon Bridge Wealth Partners, LLC | History | No change | 3,217 | 219 | 0.07% | 0.08% | 323 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 3,198 | 218 | 0.01% | — | 325 | +3,198 | New | Q1 2026 | Apr 28, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,191 | 218 | 0.0% | 0.01% | 324 | -2,497 | -43.9% | Q1 2026 | Apr 22, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,167 | 216 | 0.01% | 0.01% | 326 | -435 | -12.08% | Q1 2026 | Apr 24, 2026 |
| Paragon Capital Management Ltd | History | Reduced | 3,149 | 215 | 0.05% | 0.05% | 327 | -146 | -4.43% | Q1 2026 | Apr 15, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | No change | 3,141 | 214 | 0.0% | 0.0% | 328 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | New | 3,091 | 211 | 0.0% | — | 329 | +3,091 | New | Q1 2026 | May 08, 2026 |
| CIBC Asset Management Inc | History | No change | 3,008 | 205 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 2,976 | 203 | 0.02% | 0.03% | 331 | -96 | -3.13% | Q1 2026 | May 06, 2026 |
| KBC Group NV | History | No change | 2,864 | 196 | 0.0% | 0.0% | 332 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,610 | 174 | 0.0% | 0.0% | 333 | +1,845 | 241.18% | Q1 2026 | May 12, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 2,500 | 170 | 0.0% | 0.0% | 335 | -2,100 | -45.65% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 2,500 | 170 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 2,394 | 163 | 0.04% | 0.04% | 336 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 2,406 | 161 | 0.0% | — | 337 | +2,406 | New | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Reduced | 2,275 | 155 | 0.0% | 0.0% | 338 | -28 | -1.22% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,993 | 136 | 0.0% | 0.0% | 339 | +344 | 20.86% | Q1 2026 | Jun 02, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,867 | 127 | 0.0% | 0.0% | 340 | -43 | -2.25% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | No change | 1,790 | 122 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| 1015 Capital Partners, LLC | History | No change | 1,748 | 119 | 0.12% | 0.13% | 342 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,706 | 117 | 0.0% | 0.0% | 343 | +531 | 45.19% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,679 | 112 | 0.0% | 0.0% | 344 | -243 | -12.64% | Q1 2026 | Apr 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,590 | 108 | 0.0% | 0.0% | 346 | +520 | 48.6% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 1,588 | 108 | 0.0% | 0.0% | 345 | +405 | 34.23% | Q1 2026 | May 15, 2026 |
| Murphy & Mullick Capital Management Corp | History | No change | 1,593 | 108 | 0.08% | 0.09% | 347 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Grove Bank & Trust | History | Reduced | 1,465 | 100 | 0.01% | 0.01% | 348 | -200 | -12.01% | Q1 2026 | Apr 08, 2026 |
| Quent Capital, LLC | History | Reduced | 1,415 | 96 | 0.01% | 0.01% | 349 | -714 | -33.54% | Q1 2026 | Apr 28, 2026 |
| Fulcrum Asset Management LLP | History | Added to | 1,410 | 94 | 0.01% | 0.03% | 350 | +63 | 4.68% | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,290 | 88 | 0.0% | 0.0% | 351 | -17 | -1.3% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,144 | 85 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Johnson Financial Group, Inc. | History | Reduced | 1,171 | 80 | 0.0% | 0.02% | 353 | -6,243 | -84.21% | Q1 2026 | May 07, 2026 |
| Quarry LP | History | New | 1,169 | 79 | 0.01% | — | 354 | +1,169 | New | Q1 2026 | May 15, 2026 |
| MOTCO | History | Reduced | 1,030 | 70 | 0.01% | 0.01% | 355 | -398 | -27.87% | Q1 2026 | Apr 22, 2026 |
| Hilltop National Bank | History | Reduced | 1,021 | 69 | 0.02% | 0.02% | 356 | -129 | -11.22% | Q1 2026 | Apr 02, 2026 |
| Key FInancial Inc | History | No change | 999 | 68 | 0.01% | 0.01% | 357 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 965 | 65 | 0.0% | 0.0% | 358 | +70 | 7.82% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 859 | 63 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 912 | 62 | 0.01% | 0.01% | 360 | -78 | -7.88% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | New | 843 | 57 | 0.0% | — | 362 | +843 | New | Q1 2026 | Apr 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 844 | 57 | 0.0% | 0.0% | 361 | +162 | 23.75% | Q1 2026 | Apr 30, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 779 | 53 | 0.0% | 0.0% | 363 | +654 | 523.2% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Reduced | 779 | 53 | 0.0% | 0.0% | 364 | -136 | -14.86% | Q1 2026 | Apr 13, 2026 |
| Park Place Capital Corp | History | New | 771 | 52 | 0.01% | — | 365 | +771 | New | Q1 2026 | Apr 09, 2026 |
| Advisory Services Network, LLC | History | New | 736 | 50 | 0.0% | — | 366 | +736 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 730 | 48 | 0.0% | 0.0% | 367 | +118 | 19.28% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 634 | 43 | 0.0% | 0.0% | 368 | +198 | 45.41% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | No change | 632 | 43 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 603 | 41 | 0.0% | 0.0% | 370 | +139 | 29.96% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 573 | 39 | 0.0% | 0.0% | 371 | +214 | 59.61% | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 501 | 34 | 0.0% | 0.0% | 372 | -662 | -56.92% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Reduced | 500 | 34 | 0.0% | 0.01% | 373 | -73 | -12.74% | Q1 2026 | Apr 06, 2026 |
| State of Wyoming | History | Reduced | 458 | 31 | 0.0% | 0.0% | 374 | -16 | -3.38% | Q1 2026 | May 13, 2026 |
| V-Square Quantitative Management LLC | History | No change | 441 | 30 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Added to | 396 | 27 | 0.0% | 0.0% | 376 | +15 | 3.94% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | Reduced | 393 | 26 | 0.0% | 0.01% | 377 | -915 | -69.95% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 346 | 23 | 0.0% | 0.01% | 378 | -2,078 | -85.73% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 331 | 22 | 0.0% | 0.0% | 379 | -1,456 | -81.48% | Q1 2026 | May 06, 2026 |
| Smithfield Trust Co | History | No change | 350 | 21 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| DANSKE BANK A/S | History | Reduced | 300 | 20 | 0.0% | 0.0% | 381 | -1,200 | -80.0% | Q1 2026 | May 12, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 300 | 20 | 0.0% | 0.0% | 382 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 270 | 18 | 0.0% | 0.0% | 383 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| NFSG Corp | History | No change | 250 | 17 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 228 | 15 | 0.0% | 0.0% | 385 | +15 | 7.04% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 193 | 13 | 0.0% | 0.0% | 387 | -288 | -59.88% | Q1 2026 | May 12, 2026 |
| MONTAG A & ASSOCIATES INC | History | Reduced | 200 | 13 | 0.0% | 0.0% | 386 | -90 | -31.03% | Q1 2026 | Apr 29, 2026 |
| Clearstead Trust, LLC | History | Reduced | 204 | 13 | 0.0% | 0.0% | 388 | -32 | -13.56% | Q1 2026 | May 06, 2026 |
| Vision Retirement, LLC | History | No change | 197 | 13 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 187 | 12 | 0.0% | — | 394 | +187 | New | Q1 2026 | Apr 30, 2026 |
| Matrix Trust Co | History | Added to | 172 | 12 | 0.0% | 0.0% | 391 | +9 | 5.52% | Q1 2026 | Apr 09, 2026 |
| Manchester Capital Management LLC | History | No change | 185 | 12 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Creative Capital Management Investments LLC | History | No change | 190 | 12 | 0.0% | 0.0% | 392 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Arlington Trust Co LLC | History | No change | 190 | 12 | 0.0% | 0.0% | 393 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 150 | 10 | 0.0% | — | 397 | +150 | New | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 148 | 10 | 0.0% | — | 396 | +148 | New | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 145 | 10 | 0.0% | 0.0% | 395 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | New | 140 | 9 | 0.0% | — | 400 | +140 | New | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 135 | 9 | 0.0% | 0.0% | 398 | -4 | -2.88% | Q1 2026 | May 15, 2026 |
| Cetera Trust Company, N.A | History | No change | 145 | 9 | 0.01% | 0.01% | 399 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 120 | 8 | 0.0% | — | 403 | +120 | New | Q1 2026 | Apr 28, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 119 | 8 | 0.0% | — | 404 | +119 | New | Q1 2026 | Apr 06, 2026 |
| SHP Wealth Management | History | Added to | 120 | 8 | 0.0% | 0.0% | 401 | +13 | 12.15% | Q1 2026 | May 08, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 134 | 8 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | Reduced | 113 | 7 | 0.0% | 0.0% | 406 | -77 | -40.53% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 114 | 7 | 0.0% | 0.0% | 405 | +60 | 111.11% | Q1 2026 | May 15, 2026 |
| WPG Advisers, LLC | History | Reduced | 111 | 7 | 0.01% | 0.01% | 407 | -5 | -4.31% | Q1 2026 | Apr 29, 2026 |
| Kemnay Advisory Services Inc. | History | New | 98 | 6 | 0.0% | — | 411 | +98 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 86 | 6 | 0.0% | 0.01% | 410 | -59 | -40.69% | Q1 2026 | May 05, 2026 |
| ASSETMARK, INC | History | Added to | 88 | 6 | 0.0% | 0.0% | 408 | +11 | 14.29% | Q1 2026 | May 06, 2026 |
| Lavaca Capital LLC | History | No change | 100 | 6 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | New | 77 | 5 | 0.0% | — | 415 | +77 | New | Q1 2026 | May 01, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 76 | 5 | 0.0% | 0.0% | 413 | -9 | -10.59% | Q1 2026 | Apr 20, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 75 | 5 | 0.0% | 0.0% | 414 | +8 | 11.94% | Q1 2026 | Apr 17, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 84 | 5 | 0.0% | 0.0% | 412 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 68 | 4 | 0.0% | 0.0% | 418 | -240 | -77.92% | Q1 2026 | Apr 23, 2026 |
| First Command Advisory Services, Inc. | History | New | 203 | 4 | 0.0% | — | 421 | +203 | New | Q1 2026 | May 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 61 | 4 | 0.0% | — | 419 | +59 | 2950.0% | Q1 2026 | Apr 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 65 | 4 | 0.0% | 0.0% | 420 | +9 | 16.07% | Q1 2026 | May 15, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 60 | 4 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Salomon & Ludwin, LLC | History | No change | 74 | 4 | 0.0% | 0.0% | 417 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Whipplewood Advisors, LLC | History | New | 51 | 3 | 0.0% | — | 430 | +51 | New | Q1 2026 | Apr 30, 2026 |
| Signature Resources Capital Management, LLC | History | New | 50 | 3 | 0.0% | — | 429 | +50 | New | Q1 2026 | May 01, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 44 | 3 | 0.0% | — | 431 | +44 | New | Q1 2026 | May 05, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 48 | 3 | 0.0% | 0.0% | 422 | -39 | -44.83% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 58 | 3 | 0.0% | 0.0% | 428 | +36 | 163.64% | Q1 2026 | May 11, 2026 |
| J.Safra Asset Management Corp | History | Added to | 47 | 3 | 0.0% | 0.0% | 424 | +22 | 88.0% | Q1 2026 | May 04, 2026 |
| Fortitude Family Office, LLC | History | Added to | 56 | 3 | 0.0% | 0.0% | 426 | +18 | 47.37% | Q1 2026 | Apr 15, 2026 |
| High Note Wealth, LLC | History | Reduced | 53 | 3 | 0.0% | 0.0% | 425 | -1 | -1.85% | Q1 2026 | May 11, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 56 | 3 | 0.0% | 0.0% | 423 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 49 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Asset Dedication, LLC | History | Reduced | 37 | 2 | 0.0% | 0.0% | 433 | -280 | -88.33% | Q1 2026 | May 29, 2026 |
| Geneos Wealth Management Inc. | History | New | 40 | 2 | 0.0% | — | 436 | +40 | New | Q1 2026 | May 04, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 37 | 2 | 0.0% | — | 438 | +37 | New | Q1 2026 | Apr 24, 2026 |
| Western Wealth Management, LLC | History | New | 31 | 2 | 0.0% | — | 437 | +31 | New | Q1 2026 | May 19, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 31 | 2 | 0.0% | 0.0% | 435 | +10 | 47.62% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 35 | 2 | 0.0% | 0.0% | 432 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Red Tortoise LLC | History | No change | 31 | 2 | 0.0% | 0.0% | 434 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Essential Partners LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 452 | -144 | -84.21% | Q1 2026 | May 21, 2026 |
| Bare Financial Services, Inc | History | Added to | 29 | 1 | 0.0% | — | 450 | +21 | 262.5% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | New | 16 | 1 | 0.0% | — | 453 | +16 | New | Q1 2026 | May 12, 2026 |
| Bogart Wealth, LLC | History | Added to | 15 | 1 | 0.0% | — | 444 | +8 | 114.29% | Q1 2026 | Apr 28, 2026 |
| Cromwell Holdings LLC | History | Added to | 15 | 1 | 0.0% | — | 447 | +5 | 50.0% | Q1 2026 | Apr 30, 2026 |
| FIRST HORIZON CORP | History | Added to | 25 | 1 | 0.0% | 0.0% | 439 | +4 | 19.05% | Q1 2026 | Apr 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 16 | 1 | 0.0% | — | 445 | +4 | 33.33% | Q1 2026 | Apr 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 23 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SouthState Bank Corp | History | No change | 19 | 1 | 0.0% | 0.0% | 441 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Westside Investment Management, Inc. | History | No change | 16 | 1 | 0.0% | 0.0% | 442 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 10 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HOEY INVESTMENTS, INC | History | No change | 20 | 1 | 0.0% | 0.0% | 446 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dunhill Financial, LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 448 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 449 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Kilter Group LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 451 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Verdad Advisers, LP | History | Closed out | 0 | 0 | — | 2.17% | — | -2,000,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.08% | — | -400,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -224,071 | -100.0% | Q1 2026 | May 15, 2026 |
| Ceredex Value Advisors LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -172,900 | -100.0% | Q1 2026 | May 14, 2026 |
| River Road Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -124,490 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -57,017 | -100.0% | Q1 2026 | Apr 27, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,768 | -100.0% | Q1 2026 | May 14, 2026 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.14% | — | -42,265 | -100.0% | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.11% | — | -32,633 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,173 | -100.0% | Q1 2026 | May 13, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -18,601 | -100.0% | Q1 2026 | May 15, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -18,040 | -100.0% | Q1 2026 | May 05, 2026 |
| ICON ADVISERS INC/CO | History | Closed out | 0 | 0 | — | 0.25% | — | -15,733 | -100.0% | Q1 2026 | May 13, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -15,100 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -13,922 | -100.0% | Q1 2026 | May 08, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,492 | -100.0% | Q1 2026 | May 14, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,000 | -100.0% | Q1 2026 | May 14, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.27% | — | -8,957 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Coastline Trust Co | History | Closed out | 0 | 0 | — | 0.06% | — | -8,075 | -100.0% | Q1 2026 | Apr 03, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -8,032 | -100.0% | Q1 2026 | May 15, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -7,832 | -100.0% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -7,611 | -100.0% | Q1 2026 | May 13, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -7,459 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,666 | -100.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,066 | -100.0% | Q1 2026 | May 05, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -5,701 | -100.0% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,028 | -100.0% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -4,574 | -100.0% | Q1 2026 | May 13, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,471 | -100.0% | Q1 2026 | Apr 23, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,279 | -100.0% | Q1 2026 | May 14, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -4,014 | -100.0% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.02% | — | -3,877 | -100.0% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,568 | -100.0% | Q1 2026 | May 01, 2026 |
| North Dakota State Investment Board | History | Closed out | 0 | 0 | — | 0.01% | — | -3,400 | -100.0% | Q1 2026 | May 08, 2026 |
| Ballentine Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,167 | -100.0% | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,978 | -100.0% | Q1 2026 | May 04, 2026 |
| CATALYST FINANCIAL PARTNERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -2,921 | -100.0% | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,920 | -100.0% | Q1 2026 | May 07, 2026 |
| Financial Engines Advisors L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,838 | -100.0% | Q1 2026 | May 14, 2026 |
| Merit Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,792 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Thrive Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,776 | -100.0% | Q1 2026 | Apr 09, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -2,449 | -100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Reduced | 9 | 0 | — | 0.06% | — | -1,620 | -99.45% | Q1 2026 | Apr 30, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -1,379 | -100.0% | Q1 2026 | May 06, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,030 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,030 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -590 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 13, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -316 | -100.0% | Q1 2026 | Apr 28, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -193 | -100.0% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -86 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Dogwood Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | Apr 06, 2026 |
| McIlrath & Eck, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 19, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 6 | 0 | — | 0.0% | — | -21 | -77.78% | Q1 2026 | May 08, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 13, 2026 |
| Cedar Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | Reduced | 13 | 0 | — | 0.0% | — | -11 | -45.83% | Q1 2026 | May 13, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 7 | 0 | — | — | — | +5 | 250.0% | Q1 2026 | May 15, 2026 |
| CURIO WEALTH, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 11, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | May 11, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Quaker Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q1 2026 | Apr 10, 2026 |
| Signature Equity Partners, LLC | History | Added to | 12 | 0 | — | — | — | +2 | 20.0% | Q1 2026 | May 13, 2026 |
| Bayforest Capital Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 15, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| EASTERN BANK | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | Apr 07, 2026 |
| TFC Financial Management, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| TORONTO DOMINION BANK | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 15, 2026 |
| AdvisorNet Financial, Inc | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| IMA Advisory Services, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Financial Management Professionals, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Avion Wealth | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Raleigh Capital Management Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Private Wealth Management Group, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| American Capital Advisory, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Cornerstone Financial Management LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |