Veris Residential, Inc. - VRE
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 | Reduced | 15,067,443 | 284,322 | 0.0% | 0.0% | 1 | -414,947 | -2.68% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 11,697,209 | 174,054 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 8,050,725 | 151,917 | 0.01% | — | 3 | +8,050,725 | New | Q1 2026 | May 08, 2026 |
| H/2 CREDIT MANAGER LP | History | No change | 5,472,814 | 103,272 | 20.67% | 17.83% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 4,593,925 | 87,048 | 0.0% | 0.0% | 5 | -22,317 | -0.48% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,468,452 | 65,449 | 0.0% | — | 6 | +3,468,452 | New | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 3,069,250 | 57,916 | 0.0% | 0.0% | 7 | +531,865 | 20.96% | Q1 2026 | May 15, 2026 |
| Madison International Realty Holdings, LLC | History | No change | 3,689,120 | 54,894 | 100.0% | 100.0% | 8 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Polar Asset Management Partners Inc. | History | New | 2,724,667 | 51,414 | 1.03% | — | 9 | +2,724,667 | New | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 2,679,761 | 50,567 | 0.07% | 0.01% | 10 | +2,077,098 | 344.65% | Q1 2026 | May 15, 2026 |
| First Trust Capital Management L.P. | History | New | 2,480,213 | 46,801 | 2.46% | — | 11 | +2,480,213 | New | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,143,850 | 40,461 | 0.0% | 0.0% | 12 | +80,666 | 3.91% | Q1 2026 | May 15, 2026 |
| FIL Ltd | History | New | 1,850,000 | 34,909 | 0.03% | — | 13 | +1,850,000 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,541,045 | 29,079 | 0.0% | 0.0% | 14 | -38,078 | -2.41% | Q1 2026 | May 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 1,533,840 | 28,943 | 0.32% | — | 15 | +1,533,840 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,523,128 | 28,741 | 0.01% | 0.01% | 16 | -64,594 | -4.07% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,444,089 | 27,249 | 0.0% | 0.0% | 17 | +117,200 | 8.83% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,386,022 | 26,265 | 0.0% | 0.0% | 18 | +29,625 | 2.18% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,299,958 | 24,530 | 0.01% | 0.01% | 19 | +222,674 | 20.67% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 965,900 | 18,226 | 0.03% | 0.01% | 20 | +447,700 | 86.4% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 943,876 | 17,810 | 0.01% | 0.01% | 21 | +518,615 | 121.95% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 905,526 | 17,087 | 0.0% | 0.0% | 22 | -225,168 | -19.91% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 863,958 | 16,302 | 0.0% | 0.0% | 23 | +262,458 | 43.63% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 861,961 | 16,265 | 0.0% | 0.0% | 24 | -368,608 | -29.95% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 826,187 | 15,590 | 0.0% | 0.0% | 25 | +93,807 | 12.81% | Q1 2026 | May 15, 2026 |
| ALPINE ASSOCIATES MANAGEMENT INC. | History | New | 748,452 | 14,123 | 0.83% | — | 26 | +748,452 | New | Q1 2026 | Apr 21, 2026 |
| Squarepoint Ops LLC | History | Added to | 736,795 | 13,903 | 0.02% | 0.0% | 27 | +697,070 | 1754.74% | Q1 2026 | May 15, 2026 |
| AQR Arbitrage LLC | History | New | 709,714 | 13,392 | 0.22% | — | 28 | +709,714 | New | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Reduced | 659,439 | 12,443 | 0.05% | 0.05% | 29 | -231,509 | -25.98% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 637,007 | 12,020 | 0.0% | 0.0% | 30 | -15,981 | -2.45% | Q1 2026 | May 05, 2026 |
| WATER ISLAND CAPITAL LLC | History | New | 597,390 | 11,272 | 1.26% | — | 31 | +597,390 | New | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | New | 534,864 | 10,092 | 0.07% | — | 32 | +534,864 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 526,442 | 9,933 | 0.0% | — | 33 | +526,442 | New | Q1 2026 | May 08, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 504,917 | 9,527 | 0.02% | 0.01% | 34 | +222,398 | 78.72% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 476,019 | 8,982 | 0.01% | 0.02% | 35 | -894,990 | -65.28% | Q1 2026 | May 15, 2026 |
| TIG Advisors, LLC | History | New | 473,792 | 8,940 | 0.41% | — | 36 | +473,792 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 464,182 | 8,759 | 0.0% | 0.0% | 37 | +226,520 | 95.31% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 459,015 | 8,661 | 0.0% | 0.0% | 38 | +85,951 | 23.04% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 450,177 | 8,494 | 0.0% | 0.0% | 39 | +5,209 | 1.17% | Q1 2026 | May 06, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | New | 435,503 | 8,217 | 0.55% | — | 40 | +435,503 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 394,666 | 7,447 | 0.0% | 0.0% | 41 | +7,803 | 2.02% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Added to | 366,205 | 6,910 | 0.0% | 0.0% | 42 | +197 | 0.05% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 421,600 | 6,273 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 290,578 | 5,483 | 0.02% | 0.01% | 44 | +9,091 | 3.23% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 280,640 | 5,295 | 0.0% | 0.0% | 45 | +184,370 | 191.51% | Q1 2026 | May 15, 2026 |
| GLAZER CAPITAL, LLC | History | New | 252,108 | 4,757 | 0.1% | — | 46 | +252,108 | New | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 232,931 | 4,395 | 0.0% | 0.0% | 47 | -4,161 | -1.76% | Q1 2026 | May 12, 2026 |
| GABELLI FUNDS LLC | History | New | 231,549 | 4,369 | 0.03% | — | 48 | +231,549 | New | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 204,268 | 3,859 | 0.01% | 0.01% | 49 | +772 | 0.38% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 198,889 | 3,753 | 0.0% | 0.0% | 50 | +103,689 | 108.92% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 188,521 | 3,557 | 0.01% | 0.0% | 51 | +88,893 | 89.22% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 179,875 | 3,394 | 0.0% | 0.0% | 52 | +6,425 | 3.7% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 165,900 | 3,130 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 143,773 | 2,712 | 0.0% | 0.0% | 54 | -47,677 | -24.9% | Q1 2026 | Apr 30, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | New | 142,350 | 2,686 | 0.4% | — | 55 | +142,350 | New | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | New | 138,681 | 2,616 | 0.09% | — | 56 | +138,681 | New | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 127,900 | 2,413 | 0.01% | 0.0% | 57 | +7,400 | 6.14% | Q1 2026 | May 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | New | 120,016 | 2,264 | 0.02% | — | 58 | +120,016 | New | Q1 2026 | May 07, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 115,972 | 2,188 | 0.01% | — | 59 | +115,972 | New | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 110,457 | 2,084 | 0.01% | 0.0% | 60 | -5,667 | -4.88% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 105,818 | 1,996 | 0.01% | 0.0% | 61 | +61,281 | 137.6% | Q1 2026 | May 01, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 101,968 | 1,924 | 0.0% | — | 62 | +101,968 | New | Q1 2026 | May 15, 2026 |
| SYQUANT CAPITAL SAS | History | New | 100,000 | 1,887 | 0.29% | — | 63 | +100,000 | New | Q1 2026 | Apr 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 96,390 | 1,819 | 0.0% | 0.0% | 64 | +11,488 | 13.53% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 94,167 | 1,776 | 0.0% | 0.0% | 65 | +81,428 | 639.2% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 90,620 | 1,709 | 0.01% | 0.01% | 66 | -19,757 | -17.9% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 113,605 | 1,690 | 0.0% | 0.0% | 67 | +14,514 | 14.65% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 88,800 | 1,675 | 0.0% | 0.0% | 68 | -4,910 | -5.24% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 88,371 | 1,667 | 0.0% | 0.0% | 69 | -1,207 | -1.35% | Q1 2026 | Apr 30, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 85,677 | 1,616 | 0.01% | 0.0% | 70 | +6,444 | 8.13% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | New | 85,013 | 1,604 | 0.0% | — | 71 | +85,013 | New | Q1 2026 | May 15, 2026 |
| Mint Tower Capital Management B.V. | History | New | 84,720 | 1,599 | 0.14% | — | 72 | +84,720 | New | Q1 2026 | May 04, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 84,695 | 1,596 | 0.02% | 0.01% | 73 | +1,001 | 1.2% | Q1 2026 | Apr 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 83,925 | 1,583 | 0.0% | 0.1% | 74 | -5,497,450 | -98.5% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | Added to | 81,457 | 1,537 | 0.01% | 0.0% | 75 | +49,600 | 155.7% | Q1 2026 | Apr 28, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 79,281 | 1,496 | 0.0% | 0.0% | 76 | +9,306 | 13.3% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 78,655 | 1,484 | 0.0% | 0.0% | 77 | -5,668 | -6.72% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 75,995 | 1,434 | 0.0% | — | 78 | +75,995 | New | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 73,268 | 1,382 | 0.0% | — | 79 | +73,268 | New | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 72,781 | 1,373 | 0.0% | 0.0% | 80 | +16,970 | 30.41% | Q1 2026 | May 01, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 70,523 | 1,330 | 0.0% | — | 81 | +70,523 | New | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 70,316 | 1,326 | 0.0% | 0.0% | 82 | +10,908 | 18.36% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | New | 69,900 | 1,319 | 0.04% | — | 83 | +69,900 | New | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 67,038 | 1,265 | 0.04% | — | 84 | +67,038 | New | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | Reduced | 66,115 | 1,247 | 0.0% | 0.01% | 85 | -73,673 | -52.7% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 64,402 | 1,215 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| One68 Global Capital, LLC | History | New | 60,000 | 1,132 | 3.66% | — | 87 | +60,000 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 58,123 | 1,096 | 0.0% | 0.0% | 88 | -194,576 | -77.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 58,083 | 1,096 | 0.0% | 0.0% | 89 | -7,650 | -11.64% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 56,449 | 1,065 | 0.0% | 0.0% | 90 | +2,426 | 4.49% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 54,349 | 1,026 | 0.0% | 0.0% | 91 | -2,726 | -4.78% | Q1 2026 | Apr 27, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 50,447 | 951 | 0.01% | 0.21% | 92 | -899,386 | -94.69% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 49,800 | 939 | 0.01% | 0.01% | 93 | +12,960 | 35.18% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | New | 49,088 | 926 | 2.27% | — | 94 | +49,088 | New | Q1 2026 | May 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | New | 48,608 | 917 | 0.01% | — | 95 | +48,608 | New | Q1 2026 | May 04, 2026 |
| MetLife Investment Management, LLC | History | Added to | 45,097 | 850 | 0.0% | 0.0% | 96 | +4,641 | 11.47% | Q1 2026 | May 14, 2026 |
| Knights of Columbus Asset Advisors LLC | History | No change | 43,542 | 821 | 0.05% | 0.04% | 97 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 41,440 | 781 | 0.01% | 0.01% | 98 | -4,213 | -9.23% | Q1 2026 | May 05, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 40,955 | 772 | 0.0% | 0.0% | 99 | +3,219 | 8.53% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 39,853 | 752 | 0.0% | 0.0% | 100 | -7,889 | -16.52% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 37,247 | 702 | 0.0% | 0.0% | 101 | +2,172 | 6.19% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 36,420 | 689 | 0.0% | 0.0% | 102 | +2,521 | 7.44% | Q1 2026 | Apr 29, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 35,881 | 679 | 0.12% | 0.1% | 103 | -6,606 | -15.55% | Q1 2026 | May 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 36,000 | 679 | 0.01% | 0.01% | 104 | -1,200 | -3.23% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 35,244 | 665 | 0.0% | 0.0% | 105 | +3,037 | 9.43% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 35,003 | 660 | 0.0% | 0.0% | 106 | -5,647 | -13.89% | Q1 2026 | May 08, 2026 |
| Advisor OS, LLC | History | New | 34,923 | 658 | 0.05% | — | 107 | +34,923 | New | Q1 2026 | May 07, 2026 |
| GeoWealth Management, LLC | History | Added to | 34,104 | 643 | 0.02% | 0.01% | 108 | +12,957 | 61.27% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 33,994 | 641 | 0.0% | 0.0% | 109 | +9,089 | 36.49% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 33,455 | 631 | 0.0% | — | 110 | +33,455 | New | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 32,625 | 615 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 32,411 | 611 | 0.0% | 0.0% | 112 | +2,300 | 7.64% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 32,038 | 604 | 0.0% | 0.03% | 113 | -544,005 | -94.44% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 31,673 | 597 | 0.0% | 0.0% | 114 | -54,640 | -63.3% | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Added to | 31,682 | 597 | 0.0% | 0.0% | 115 | +16,934 | 114.82% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 30,523 | 575 | 0.0% | 0.0% | 116 | -144,968 | -82.61% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 37,901 | 563 | 0.03% | 0.03% | 117 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Inspire Investing, LLC | History | Reduced | 27,132 | 511 | 0.04% | 0.04% | 118 | -4,199 | -13.4% | Q1 2026 | Apr 23, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 26,953 | 508 | 0.0% | 0.02% | 119 | -128,222 | -82.63% | Q1 2026 | May 14, 2026 |
| Aberdeen Group plc | History | Reduced | 26,533 | 500 | 0.0% | 0.0% | 120 | -522 | -1.93% | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | Added to | 26,411 | 498 | 0.0% | 0.0% | 121 | +979 | 3.85% | Q1 2026 | May 15, 2026 |
| Vert Asset Management LLC | History | Reduced | 26,298 | 496 | 0.16% | 0.19% | 122 | -12,833 | -32.79% | Q1 2026 | Apr 16, 2026 |
| UBS Group AG | History | Reduced | 25,706 | 485 | 0.0% | 0.0% | 123 | -244,234 | -90.48% | Q1 2026 | May 05, 2026 |
| Jump Financial, LLC | History | New | 25,007 | 471 | 0.01% | — | 124 | +25,007 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 24,786 | 467 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FJ Capital Management LLC | History | New | 24,246 | 457 | 0.05% | — | 126 | +24,246 | New | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | No change | 23,693 | 447 | 0.05% | 0.04% | 127 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| HEITMAN REAL ESTATE SECURITIES LLC | History | Reduced | 23,386 | 441 | 0.03% | 0.03% | 128 | -2,950 | -11.2% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 23,206 | 438 | 0.0% | 0.0% | 129 | -211 | -0.9% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 23,071 | 435 | 0.0% | 0.0% | 130 | -327 | -1.4% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 22,867 | 431 | 0.0% | 0.0% | 131 | +1,411 | 6.58% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 22,743 | 429 | 0.0% | 0.0% | 132 | -44,626 | -66.24% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 22,591 | 426 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 22,448 | 424 | 0.0% | 0.0% | 134 | +2,214 | 10.94% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 22,017 | 415 | 0.0% | 0.0% | 135 | -13,339 | -37.73% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 21,847 | 412 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 21,571 | 407 | 0.0% | 0.0% | 137 | -439 | -1.99% | Q1 2026 | Apr 24, 2026 |
| CWM, LLC | History | Added to | 21,268 | 401 | 0.0% | 0.0% | 138 | +4,665 | 28.1% | Q1 2026 | May 14, 2026 |
| Metis Global Partners, LLC | History | Added to | 21,284 | 401 | 0.01% | 0.01% | 139 | +2,067 | 10.76% | Q1 2026 | May 07, 2026 |
| Quantbot Technologies LP | History | New | 20,441 | 385 | 0.02% | — | 140 | +20,441 | New | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 20,361 | 384 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 20,334 | 383 | 0.0% | 0.0% | 142 | +438 | 2.2% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 19,914 | 375 | 0.0% | 0.0% | 143 | +3,401 | 20.6% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 19,384 | 374 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 19,434 | 366 | 0.0% | 0.0% | 145 | +2,278 | 13.28% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 19,218 | 362 | 0.0% | 0.0% | 146 | -14,023 | -42.19% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 18,582 | 350 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 18,000 | 340 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 16,966 | 320 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| UniSuper Management Pty Ltd | History | Added to | 16,800 | 317 | 0.0% | 0.0% | 150 | +1,100 | 7.01% | Q1 2026 | May 11, 2026 |
| Vestcor Inc | History | Added to | 16,555 | 312 | 0.01% | 0.0% | 151 | +10,229 | 161.7% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 16,144 | 305 | 0.0% | 0.0% | 152 | +2,013 | 14.25% | Q1 2026 | Apr 08, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 15,701 | 296 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | No change | 15,062 | 284 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Empirical Asset Management, LLC | History | New | 14,472 | 273 | 0.07% | — | 155 | +14,472 | New | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 14,378 | 271 | 0.0% | 0.0% | 156 | -911 | -5.96% | Q1 2026 | May 12, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 14,150 | 267 | 0.0% | — | 157 | +14,150 | New | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 13,416 | 253 | 0.0% | 0.01% | 158 | -1,289,735 | -98.97% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 13,286 | 250 | 0.02% | 0.05% | 160 | -32,827 | -71.19% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 13,300 | 250 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pictet Asset Management Holding SA | History | No change | 13,268 | 250 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| IFM Investors Pty Ltd | History | Added to | 12,891 | 243 | 0.0% | 0.0% | 162 | +719 | 5.91% | Q1 2026 | Apr 23, 2026 |
| SG Americas Securities, LLC | History | Reduced | 12,850 | 242 | 0.0% | 0.01% | 163 | -505,985 | -97.52% | Q1 2026 | Apr 16, 2026 |
| Murchinson Ltd. | History | New | 12,700 | 239 | 0.03% | — | 164 | +12,700 | New | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 12,635 | 238 | 0.0% | 0.0% | 165 | +473 | 3.89% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 12,236 | 230 | 0.0% | 0.0% | 166 | -64,073 | -83.97% | Q1 2026 | May 11, 2026 |
| Maryland State Retirement & Pension System | History | No change | 11,820 | 223 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PenderFund Capital Management Ltd. | History | New | 11,600 | 218 | 0.03% | — | 168 | +11,600 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 11,516 | 217 | 0.0% | — | 169 | +11,516 | New | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 10,905 | 205 | 0.0% | — | 170 | +10,905 | New | Q1 2026 | Apr 30, 2026 |
| Shay Capital LLC | History | New | 10,000 | 188 | 0.02% | — | 171 | +10,000 | New | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 9,761 | 184 | 0.01% | — | 172 | +9,761 | New | Q1 2026 | Apr 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,437 | 178 | 0.0% | 0.0% | 173 | +3,407 | 56.5% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 9,269 | 174 | 0.0% | 0.01% | 174 | -796,759 | -98.85% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 7,731 | 146 | 0.0% | 0.0% | 175 | -4,149 | -34.92% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,440 | 140 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,599 | 124 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 6,227 | 118 | 0.0% | 0.0% | 178 | -2,052 | -24.79% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 5,008 | 94 | 0.01% | 0.01% | 179 | +55 | 1.11% | Q1 2026 | Apr 06, 2026 |
| LONGFELLOW INVESTMENT MANAGEMENT CO LLC | History | New | 4,013 | 75 | 0.02% | — | 180 | +4,013 | New | Q1 2026 | May 12, 2026 |
| KBC Group NV | History | No change | 3,600 | 68 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 3,352 | 63 | 0.0% | 0.0% | 182 | +1,398 | 71.55% | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,099 | 58 | 0.0% | 0.0% | 183 | +859 | 38.35% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,847 | 53 | 0.0% | 0.0% | 184 | +420 | 17.31% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 2,700 | 50 | 0.0% | 0.0% | 185 | +1,247 | 85.82% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,632 | 49 | 0.0% | 0.0% | 186 | -1,741 | -39.81% | Q1 2026 | Apr 22, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 2,489 | 46 | 0.0% | 0.0% | 187 | -569,040 | -99.56% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,083 | 39 | 0.0% | 0.0% | 188 | +132 | 6.77% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,767 | 33 | 0.0% | 0.0% | 189 | +81 | 4.8% | Q1 2026 | May 11, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,732 | 32 | 0.0% | 0.0% | 190 | -725 | -29.51% | Q1 2026 | May 04, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 1,600 | 30 | 0.0% | 0.0% | 191 | -739 | -31.59% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,468 | 28 | 0.0% | 0.0% | 192 | +45 | 3.16% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,438 | 27 | 0.0% | 0.0% | 193 | +319 | 28.51% | Q1 2026 | May 13, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 1,287 | 24 | 0.0% | 0.0% | 194 | -106 | -7.61% | Q1 2026 | Apr 15, 2026 |
| US BANCORP \DE\ | History | Added to | 1,220 | 23 | 0.0% | 0.0% | 195 | +221 | 22.12% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,234 | 23 | 0.0% | 0.0% | 196 | -8 | -0.64% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 1,190 | 22 | 0.0% | 0.0% | 197 | +517 | 76.82% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,163 | 21 | 0.0% | 0.0% | 198 | +1,061 | 1040.2% | Q1 2026 | Jun 02, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 1,000 | 18 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 906 | 17 | 0.0% | 0.0% | 200 | +523 | 136.55% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 883 | 16 | 0.0% | 0.0% | 201 | +301 | 51.72% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 652 | 13 | 0.0% | 0.0% | 202 | +569 | 685.54% | Q1 2026 | May 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 691 | 13 | 0.0% | 0.0% | 203 | +156 | 29.16% | Q1 2026 | Apr 07, 2026 |
| PFS Partners, LLC | History | Added to | 617 | 11 | 0.01% | 0.0% | 204 | +2 | 0.33% | Q1 2026 | Apr 09, 2026 |
| Essential Partners LLC | History | Reduced | 559 | 10 | 0.0% | 0.01% | 206 | -730 | -56.63% | Q1 2026 | May 21, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 563 | 10 | 0.0% | 0.0% | 205 | +150 | 36.32% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 443 | 8 | 0.0% | 0.0% | 208 | -22 | -4.73% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Added to | 470 | 8 | 0.0% | 0.0% | 207 | +9 | 1.95% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 401 | 7 | 0.0% | — | 210 | +401 | New | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 396 | 7 | 0.0% | — | 211 | +396 | New | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 386 | 7 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | New | 326 | 6 | 0.0% | — | 212 | +326 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 285 | 5 | 0.0% | 0.0% | 213 | +70 | 32.56% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 308 | 5 | 0.0% | 0.0% | 214 | +20 | 6.94% | Q1 2026 | Apr 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 312 | 5 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 392 | 5 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 253 | 4 | 0.0% | 0.0% | 217 | -36 | -12.46% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | New | 182 | 3 | 0.0% | — | 221 | +182 | New | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 204 | 3 | 0.0% | — | 218 | +155 | 316.33% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Reduced | 211 | 3 | 0.0% | 0.0% | 219 | -9 | -4.09% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 167 | 3 | 0.0% | 0.0% | 220 | -2 | -1.18% | Q1 2026 | Apr 13, 2026 |
| Marquette Asset Management, LLC | History | New | 130 | 2 | 0.0% | — | 224 | +130 | New | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 114 | 2 | 0.0% | — | 225 | +114 | New | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 107 | 2 | 0.0% | — | 223 | +107 | New | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 154 | 2 | 0.0% | 0.0% | 222 | +28 | 22.22% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 69 | 1 | 0.0% | 0.0% | 226 | -380 | -84.63% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 64 | 1 | 0.0% | — | 230 | +64 | New | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | No change | 53 | 1 | 0.0% | — | 227 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 72 | 1 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | No change | 78 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -1,350,832 | -100.0% | Q1 2026 | May 14, 2026 |
| Adelante Capital Management LLC | History | Closed out | 0 | 0 | — | 0.74% | — | -737,176 | -100.0% | Q1 2026 | May 15, 2026 |
| APG Asset Management US Inc. | History | Closed out | 0 | 0 | — | 0.08% | — | -696,155 | -100.0% | Q1 2026 | May 13, 2026 |
| Starwood Capital Group Management, L.L.C. | History | Closed out | 0 | 0 | — | 3.11% | — | -419,533 | -100.0% | Q1 2026 | May 15, 2026 |
| DigitalBridge Group, Inc. | History | Closed out | 0 | 0 | — | 0.28% | — | -246,519 | -100.0% | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -238,432 | -100.0% | Q1 2026 | May 14, 2026 |
| OVERSEA-CHINESE BANKING Corp Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -236,821 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.01% | — | -228,906 | -100.0% | Q1 2026 | May 15, 2026 |
| B&I Capital AG | History | Closed out | 0 | 0 | — | 0.98% | — | -184,640 | -100.0% | Q1 2026 | May 06, 2026 |
| Long Pond Capital, LP | History | Closed out | 0 | 0 | — | 0.26% | — | -150,000 | -100.0% | Q1 2026 | May 14, 2026 |
| Hazelview Securities Inc. | History | Closed out | 0 | 0 | — | 0.34% | — | -117,887 | -100.0% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -90,190 | -100.0% | Q1 2026 | May 14, 2026 |
| Centerpoint Advisors, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -73,047 | -100.0% | Q1 2026 | May 07, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48,315 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -44,801 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -41,456 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -34,660 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -26,166 | -100.0% | Q1 2026 | Apr 27, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -23,695 | -100.0% | Q1 2026 | May 15, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -22,965 | -100.0% | Q1 2026 | May 05, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -20,159 | -100.0% | Q1 2026 | May 11, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -17,576 | -100.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,527 | -100.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,551 | -100.0% | Q1 2026 | May 11, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.02% | — | -14,557 | -100.0% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,525 | -100.0% | Q1 2026 | May 05, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,292 | -100.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 16 | 0 | — | 0.02% | — | -2,811 | -99.43% | Q1 2026 | May 05, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,362 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -538 | -100.0% | Q1 2026 | May 13, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -35 | -100.0% | Q1 2026 | May 04, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | Apr 30, 2026 |
| Bare Financial Services, Inc | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 52 | 0 | — | — | — | -6 | -10.34% | Q1 2026 | Apr 23, 2026 |
| Advisory Services Network, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 9 | 0 | — | — | — | +4 | 80.0% | Q1 2026 | Apr 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 9 | 0 | — | — | — | +3 | 50.0% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Dunhill Financial, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ankerstar Wealth, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |