VIRTUS INVESTMENT PARTNERS, INC. - VRTS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 837,779 | 136,683 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 999,368 | 134,265 | 0.0% | 0.0% | 2 | +17,712 | 1.8% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 484,890 | 65,144 | 0.0% | — | 3 | +484,890 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 438,734 | 58,943 | 0.0% | 0.0% | 4 | +132,359 | 43.2% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 318,009 | 42,724 | 0.03% | 0.02% | 5 | +72,665 | 29.62% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 305,115 | 40,990 | 0.01% | 0.01% | 6 | +7,987 | 2.69% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 285,546 | 38,363 | 0.0% | — | 7 | +285,546 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 258,815 | 34,771 | 0.01% | 0.01% | 8 | -41,283 | -13.76% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 188,813 | 25,367 | 0.01% | 0.01% | 9 | +16,312 | 9.46% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 159,225 | 21,395 | 0.0% | 0.0% | 10 | +7,478 | 4.93% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 132,274 | 17,770 | 0.01% | 0.01% | 11 | +9,549 | 7.78% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 103,866 | 13,954 | 0.02% | 0.02% | 12 | +13,392 | 14.8% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 96,572 | 12,974 | 0.04% | 0.03% | 13 | +29,400 | 43.77% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 96,056 | 12,905 | 0.0% | 0.0% | 14 | +20,156 | 26.56% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 92,462 | 12,034 | 0.0% | 0.0% | 15 | +256 | 0.28% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 86,553 | 11,628 | 0.01% | 0.02% | 16 | +19,046 | 28.21% | Q1 2026 | May 15, 2026 |
| Zimmer Partners, LP | History | Added to | 84,121 | 11,301 | 0.27% | 0.11% | 17 | +59,121 | 236.48% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 78,048 | 10,485 | 0.0% | 0.0% | 18 | -17,840 | -18.61% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 77,098 | 10,358 | 0.16% | 0.2% | 19 | -2,779 | -3.48% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 70,248 | 9,437 | 0.0% | 0.0% | 20 | -7,689 | -9.87% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 69,754 | 9,371 | 0.0% | 0.0% | 21 | -5,220 | -6.96% | Q1 2026 | May 05, 2026 |
| Gator Capital Management, LLC | History | Added to | 59,210 | 7,954 | 1.63% | 1.87% | 22 | +2,619 | 4.63% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 58,988 | 7,925 | 0.0% | 0.0% | 23 | +25,220 | 74.69% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 56,041 | 7,529 | 0.04% | 0.05% | 24 | -4,292 | -7.11% | Q1 2026 | May 26, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 52,930 | 7,111 | 0.01% | 0.0% | 25 | +14,600 | 38.09% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 47,326 | 6,358 | 0.01% | 0.01% | 26 | +15,310 | 47.82% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | New | 41,958 | 5,637 | 0.0% | — | 27 | +41,958 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 40,776 | 5,478 | 0.0% | — | 28 | +40,776 | New | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 35,365 | 4,751 | 0.0% | 0.0% | 29 | +87 | 0.25% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Added to | 32,674 | 4,389 | 0.01% | 0.0% | 30 | +11,813 | 56.63% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 30,963 | 4,159 | 0.0% | 0.0% | 31 | +17,811 | 135.42% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 30,857 | 4,145 | 0.0% | 0.0% | 32 | +596 | 1.97% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Added to | 29,804 | 4,004 | 0.0% | 0.0% | 33 | +3,042 | 11.37% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 28,971 | 3,892 | 0.0% | 0.0% | 34 | -2,860 | -8.98% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 27,229 | 3,658 | 0.01% | 0.0% | 35 | +11,500 | 73.11% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 26,124 | 3,509 | 0.0% | 0.0% | 36 | -12,848 | -32.97% | Q1 2026 | May 15, 2026 |
| AWH Capital, L.P. | History | No change | 24,742 | 3,324 | 3.02% | 3.72% | 37 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 23,626 | 3,174 | 0.06% | — | 38 | +23,626 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 23,354 | 3,137 | 0.0% | 0.0% | 39 | -8,942 | -27.69% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 22,753 | 3,056 | 0.01% | 0.01% | 40 | +791 | 3.6% | Q1 2026 | May 13, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 18,506 | 3,019 | 0.2% | 0.2% | 41 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Man Group plc | History | Added to | 21,461 | 2,883 | 0.01% | 0.0% | 42 | +7,601 | 54.84% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,867 | 2,803 | 0.0% | 0.0% | 43 | -804 | -3.71% | Q1 2026 | May 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 17,704 | 2,378 | 0.01% | 0.01% | 44 | +594 | 3.47% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 16,888 | 2,268 | 0.0% | 0.0% | 45 | +7,189 | 74.12% | Q1 2026 | May 12, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 13,890 | 2,266 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 15,707 | 2,110 | 0.0% | 0.0% | 47 | -3,217 | -17.0% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 15,703 | 2,109 | 0.0% | 0.0% | 48 | +14,212 | 953.19% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 12,644 | 2,062 | 0.12% | 0.12% | 49 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Empowered Funds, LLC | History | New | 15,319 | 2,058 | 0.01% | — | 50 | +15,319 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 14,117 | 1,896 | 0.0% | 0.0% | 51 | +6,824 | 93.57% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 13,879 | 1,861 | 0.0% | 0.0% | 52 | -1,725 | -11.05% | Q1 2026 | May 08, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 13,185 | 1,771 | 0.01% | 0.01% | 53 | -4,774 | -26.58% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | No change | 12,700 | 1,706 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Huber Capital Management LLC | History | Added to | 12,568 | 1,688 | 0.26% | 0.25% | 55 | +2,061 | 19.62% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 12,491 | 1,678 | 0.0% | 0.0% | 56 | -1,836 | -12.81% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 12,325 | 1,655 | 0.0% | 0.01% | 57 | -13,089 | -51.5% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 11,836 | 1,590 | 0.01% | — | 58 | +11,836 | New | Q1 2026 | Apr 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 11,725 | 1,576 | 0.0% | 0.0% | 59 | -25,335 | -68.36% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 10,796 | 1,450 | 0.0% | 0.0% | 60 | +6,514 | 152.13% | Q1 2026 | May 15, 2026 |
| Villanova Investment Management Co LLC | History | Reduced | 10,534 | 1,415 | 1.45% | 1.66% | 61 | -3,918 | -27.11% | Q1 2026 | May 08, 2026 |
| Clayton Partners LLC | History | New | 10,000 | 1,343 | 0.98% | — | 62 | +10,000 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 9,926 | 1,333 | 0.0% | 0.0% | 63 | +75 | 0.76% | Q1 2026 | May 13, 2026 |
| Kennondale Capital Management LLC | History | Added to | 9,774 | 1,313 | 0.95% | 0.7% | 64 | +3,937 | 67.45% | Q1 2026 | May 11, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 7,900 | 1,288 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 7,561 | 1,233 | 0.0% | 0.0% | 66 | -4 | -0.05% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 8,061 | 1,082 | 0.02% | 0.05% | 67 | -6,666 | -45.26% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 7,675 | 1,031 | 0.0% | 0.0% | 68 | -17,477 | -69.49% | Q1 2026 | May 12, 2026 |
| Quinn Opportunity Partners LLC | History | No change | 7,450 | 1,000 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 7,347 | 987 | 0.0% | 0.0% | 70 | -4,639 | -38.7% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | Reduced | 6,525 | 876 | 0.01% | 0.01% | 71 | -974 | -12.99% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Reduced | 6,214 | 834 | 0.03% | 0.04% | 72 | -1,344 | -17.78% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 6,100 | 819 | 0.0% | 0.0% | 73 | -48 | -0.78% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 6,066 | 814 | 0.0% | 0.0% | 74 | +621 | 11.4% | Q1 2026 | May 06, 2026 |
| Jump Financial, LLC | History | Added to | 6,050 | 812 | 0.01% | 0.0% | 75 | +4,456 | 279.55% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | Added to | 5,806 | 780 | 0.29% | 0.11% | 76 | +4,149 | 250.39% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 5,767 | 775 | 0.0% | 0.0% | 77 | +22 | 0.38% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,634 | 756 | 0.0% | — | 78 | +5,634 | New | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,603 | 752 | 0.0% | 0.0% | 79 | -617 | -9.92% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 5,462 | 734 | 0.0% | 0.0% | 80 | +61 | 1.13% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 5,228 | 702 | 0.0% | 0.0% | 81 | +2,186 | 71.86% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 5,144 | 691 | 0.01% | 0.0% | 82 | +2,274 | 79.23% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | Added to | 4,970 | 667 | 0.01% | 0.01% | 83 | +962 | 24.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 4,908 | 659 | 0.01% | — | 84 | +4,908 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 4,652 | 624 | 0.0% | 0.0% | 85 | -639 | -12.08% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 4,594 | 617 | 0.01% | 0.0% | 86 | +3,276 | 248.56% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 4,599 | 617 | 0.0% | 0.0% | 87 | -2,453 | -34.78% | Q1 2026 | May 05, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 4,444 | 597 | 0.0% | 0.0% | 88 | -1,296 | -22.58% | Q1 2026 | May 04, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 4,237 | 569 | 0.0% | 0.0% | 89 | -125 | -2.87% | Q1 2026 | May 01, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 4,195 | 563 | 0.0% | — | 90 | +4,195 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 4,190 | 562 | 0.0% | 0.0% | 91 | -7,063 | -62.77% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,079 | 548 | 0.0% | 0.0% | 92 | -11,471 | -73.77% | Q1 2026 | May 12, 2026 |
| CenterBook Partners LP | History | Reduced | 3,955 | 531 | 0.03% | 0.05% | 93 | -2,293 | -36.7% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 3,948 | 530 | 0.02% | 0.02% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 3,642 | 489 | 0.0% | 0.0% | 95 | -2,723 | -42.78% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 3,639 | 488 | 0.0% | 0.0% | 97 | -105 | -2.8% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 3,634 | 488 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 3,446 | 462 | 0.01% | 0.01% | 98 | +77 | 2.29% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 3,397 | 456 | 0.0% | 0.01% | 99 | -98 | -2.8% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 3,054 | 409 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 3,006 | 403 | 0.0% | 0.0% | 101 | +16 | 0.54% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | Added to | 2,982 | 400 | 0.04% | 0.03% | 102 | +1,429 | 92.02% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 2,897 | 389 | 0.01% | — | 104 | +2,897 | New | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 2,900 | 389 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 2,853 | 383 | 0.0% | — | 106 | +2,853 | New | Q1 2026 | May 05, 2026 |
| EntryPoint Capital, LLC | History | Added to | 2,853 | 383 | 0.11% | 0.13% | 105 | +884 | 44.9% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 2,957 | 376 | 0.0% | 0.0% | 108 | -344 | -10.42% | Q1 2026 | Apr 08, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 2,800 | 376 | 0.01% | 0.01% | 107 | -100 | -3.45% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 2,741 | 368 | 0.0% | 0.0% | 109 | -83 | -2.94% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,651 | 356 | 0.0% | 0.0% | 110 | -4,765 | -64.25% | Q1 2026 | May 11, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 2,618 | 351 | 0.1% | 0.06% | 111 | +1,150 | 78.34% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 2,596 | 348 | 0.0% | — | 112 | +2,596 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 2,582 | 339 | 0.0% | 0.0% | 113 | -13 | -0.5% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 2,458 | 330 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CHOREO, LLC | History | Added to | 2,441 | 327 | 0.0% | 0.0% | 116 | +241 | 10.95% | Q1 2026 | May 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 2,438 | 327 | 0.01% | 0.01% | 115 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 2,423 | 325 | 0.0% | — | 117 | +2,423 | New | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | New | 2,377 | 319 | 0.12% | — | 118 | +2,377 | New | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 2,353 | 316 | 0.0% | 0.0% | 119 | -7 | -0.3% | Q1 2026 | Apr 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,292 | 308 | 0.0% | 0.0% | 120 | -85,932 | -97.4% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 2,239 | 300 | 0.01% | 0.02% | 121 | -1,328 | -37.23% | Q1 2026 | May 15, 2026 |
| Capital Investment Advisors, LLC | History | Added to | 1,970 | 264 | 0.0% | 0.0% | 122 | +116 | 6.26% | Q1 2026 | Apr 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 1,832 | 246 | 0.0% | 0.0% | 123 | -245 | -11.8% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 1,829 | 246 | 0.0% | 0.0% | 124 | -17 | -0.92% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 1,497 | 244 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 1,816 | 243 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 1,800 | 242 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Arizona State Retirement System | History | Reduced | 1,764 | 236 | 0.0% | 0.0% | 129 | -37 | -2.05% | Q1 2026 | May 01, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | No change | 1,760 | 236 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Reduced | 1,741 | 233 | 0.0% | 0.0% | 130 | -652 | -27.25% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 1,686 | 226 | 0.0% | 0.0% | 131 | -34 | -1.98% | Q1 2026 | Apr 24, 2026 |
| AXQ CAPITAL, LP | History | New | 1,677 | 225 | 0.03% | — | 132 | +1,677 | New | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 1,672 | 224 | 0.0% | 0.0% | 133 | -124 | -6.9% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,657 | 223 | 0.0% | 0.0% | 134 | -4,755 | -74.16% | Q1 2026 | Apr 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,609 | 217 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Focus Financial Network, Inc. | History | New | 1,602 | 215 | 0.01% | — | 136 | +1,602 | New | Q1 2026 | Apr 14, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 1,598 | 214 | 0.02% | — | 137 | +1,598 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 1,573 | 211 | 0.0% | 0.0% | 138 | +1,514 | 2566.1% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 1,570 | 210 | 0.0% | 0.0% | 139 | -2 | -0.13% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 1,513 | 203 | 0.0% | — | 140 | +1,513 | New | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 1,490 | 200 | 0.0% | 0.0% | 141 | -1,395 | -48.35% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 1,436 | 192 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,400 | 188 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Caitlin John, LLC | History | Reduced | 1,357 | 182 | 0.11% | 0.17% | 144 | -272 | -16.7% | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | No change | 1,000 | 134 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 905 | 121 | 0.0% | 0.0% | 146 | +317 | 53.91% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 646 | 86 | 0.0% | 0.0% | 147 | +383 | 145.63% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 606 | 79 | 0.0% | 0.0% | 148 | +372 | 158.97% | Q1 2026 | Apr 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 565 | 75 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 549 | 73 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 473 | 63 | 0.0% | 0.01% | 151 | -2,282 | -82.83% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 413 | 55 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 371 | 49 | 0.0% | 0.0% | 153 | -128 | -25.65% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 356 | 47 | 0.0% | 0.01% | 154 | -188 | -34.56% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | New | 269 | 36 | 0.0% | — | 155 | +269 | New | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Added to | 258 | 34 | 0.0% | 0.0% | 156 | +172 | 200.0% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 240 | 32 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 214 | 28 | 0.0% | 0.0% | 158 | -162 | -43.09% | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 200 | 26 | 0.0% | — | 159 | +200 | New | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 173 | 23 | 0.0% | 0.0% | 160 | +34 | 24.46% | Q1 2026 | May 14, 2026 |
| ST GERMAIN D J CO INC | History | No change | 171 | 22 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 149 | 20 | 0.0% | 0.0% | 163 | +113 | 313.89% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 150 | 20 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 142 | 19 | 0.0% | 0.0% | 165 | +130 | 1083.33% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 145 | 19 | 0.0% | 0.0% | 166 | +106 | 271.79% | Q1 2026 | Apr 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 140 | 19 | 0.0% | 0.0% | 164 | +70 | 100.0% | Q1 2026 | Apr 28, 2026 |
| Nova Wealth Management, Inc. | History | New | 136 | 18 | 0.01% | — | 169 | +136 | New | Q1 2026 | Apr 14, 2026 |
| Optiver Holding B.V. | History | Added to | 134 | 18 | 0.0% | 0.0% | 167 | +116 | 644.44% | Q1 2026 | Jun 02, 2026 |
| Hilltop National Bank | History | No change | 141 | 18 | 0.0% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 139 | 17 | 0.0% | 0.0% | 170 | +94 | 208.89% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 126 | 16 | 0.0% | 0.0% | 171 | +26 | 26.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 111 | 15 | 0.0% | 0.0% | 172 | -125 | -52.97% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 115 | 15 | 0.0% | 0.0% | 173 | +101 | 721.43% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Reduced | 112 | 15 | 0.01% | 0.01% | 174 | -18 | -13.85% | Q1 2026 | May 21, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 108 | 14 | 0.0% | 0.0% | 175 | -31 | -22.3% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 95 | 13 | 0.0% | 0.0% | 176 | +61 | 179.41% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 96 | 12 | 0.0% | 0.0% | 178 | +55 | 134.15% | Q1 2026 | Apr 07, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 90 | 12 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| UMB Bank, n.a. | History | Added to | 85 | 11 | 0.0% | 0.0% | 179 | +3 | 3.66% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 72 | 11 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Virginia Estate & Retirement Planning Advisors Inc. | History | New | 500 | 10 | 0.02% | — | 181 | +500 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 70 | 9 | 0.0% | 0.0% | 183 | -75 | -51.72% | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 74 | 9 | 0.0% | 0.0% | 182 | +56 | 311.11% | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | No change | 62 | 8 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 58 | 7 | 0.0% | 0.0% | 185 | -7 | -10.77% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 49 | 6 | 0.0% | — | 186 | +49 | New | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 38 | 5 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 39 | 5 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 44 | 5 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 32 | 4 | 0.0% | — | 193 | +32 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 36 | 4 | 0.0% | 0.0% | 191 | +28 | 350.0% | Q1 2026 | Jun 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 30 | 4 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 33 | 4 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 24 | 3 | 0.0% | 0.0% | 196 | -78 | -76.47% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 27 | 3 | 0.0% | — | 197 | +27 | New | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 24 | 3 | 0.0% | 0.0% | 194 | +2 | 9.09% | Q1 2026 | Apr 13, 2026 |
| JTC Employer Solutions Trustee Ltd | History | No change | 25 | 3 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 20 | 2 | 0.0% | 0.0% | 198 | -811 | -97.59% | Q1 2026 | Apr 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 14 | 2 | 0.0% | 0.02% | 204 | -293 | -95.44% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 17 | 2 | 0.0% | 0.0% | 201 | -48 | -73.85% | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 20 | 2 | 0.0% | — | 202 | +17 | 566.67% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 22 | 2 | 0.0% | 0.0% | 200 | +15 | 214.29% | Q1 2026 | Apr 27, 2026 |
| Centerpoint Advisors, LLC | History | New | 12 | 2 | 0.0% | — | 206 | +12 | New | Q1 2026 | May 07, 2026 |
| EASTERN BANK | History | No change | 16 | 2 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Management Group, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 15 | 2 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NBT BANK N A /NY | History | Reduced | 12 | 1 | 0.0% | 0.0% | 208 | -151 | -92.64% | Q1 2026 | Apr 28, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 12 | 1 | 0.0% | — | 218 | +12 | New | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 12 | 1 | 0.0% | 0.0% | 211 | -11 | -47.83% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 10 | 1 | 0.0% | — | 220 | +10 | New | Q1 2026 | May 08, 2026 |
| JPL Wealth Management, LLC | History | New | 10 | 1 | 0.0% | — | 221 | +10 | New | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 10 | 1 | 0.0% | — | 215 | +9 | 900.0% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 11 | 1 | 0.0% | — | 217 | +8 | 266.67% | Q1 2026 | May 08, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 8 | 1 | 0.0% | — | 219 | +8 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 11 | 1 | 0.0% | 0.0% | 209 | +4 | 57.14% | Q1 2026 | May 01, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 7 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 11 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 8 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 13 | 1 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MTM Investment Management, LLC | History | No change | 9 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | No change | 5 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -87,812 | -100.0% | Q1 2026 | May 07, 2026 |
| Vulcan Value Partners, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -77,326 | -100.0% | Q1 2026 | May 11, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -23,390 | -100.0% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,088 | -100.0% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.01% | — | -15,982 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.0% | — | -14,921 | -100.0% | Q1 2026 | May 14, 2026 |
| Nearwater Capital Markets, Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -11,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,690 | -100.0% | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -7,966 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,624 | -100.0% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,450 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,375 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -5,253 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,216 | -100.0% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,144 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,937 | -100.0% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -4,678 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -4,282 | -100.0% | Q1 2026 | May 15, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -4,080 | -100.0% | Q1 2026 | May 27, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -3,006 | -100.0% | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,418 | -100.0% | Q1 2026 | May 13, 2026 |
| Pallas Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,574 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -1,416 | -100.0% | Q1 2026 | May 11, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -1,271 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,247 | -100.0% | Q1 2026 | Apr 24, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -584 | -100.0% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -48 | -100.0% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 06, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q1 2026 | May 08, 2026 |
| Avion Wealth | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 01, 2026 |
| Bell Investment Advisors, Inc | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| Retirement Wealth Solutions LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 07, 2026 |
| Rialto Wealth Management, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 21, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 6 | 0 | — | — | — | +1 | 20.0% | Q1 2026 | Apr 22, 2026 |
| Larson Financial Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| Princeton Global Asset Management LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 22, 2026 |
| Rossby Financial, LCC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COUNTRY TRUST BANK | History | No change | 7 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JNBA Financial Advisors | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Triumph Capital Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 7 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fortis Group Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 7 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Fairman Group, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |