NCR Voyix Corp - VYX
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.
Showing first 300 of
351 rows for faster page load.
Load all rows.
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 | 18,087,393 | 184,491 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Greenhouse Funds LLLP | History | Added to | 22,431,714 | 141,992 | 6.36% | 6.76% | 2 | +4,080,727 | 22.24% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 22,010,469 | 139,326 | 0.0% | 0.0% | 3 | +149,008 | 0.68% | Q1 2026 | May 13, 2026 |
| SHAPIRO CAPITAL MANAGEMENT LLC | History | Added to | 10,325,760 | 65,362 | 4.09% | 4.55% | 4 | +1,870,575 | 22.12% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 6,463,494 | 40,913 | 0.14% | 0.23% | 5 | -194,566 | -2.92% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 6,269,979 | 39,688 | 0.01% | 0.01% | 6 | +1,334,716 | 27.04% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 5,748,883 | 36,390 | 0.0% | 0.0% | 7 | +18,398 | 0.32% | Q1 2026 | May 15, 2026 |
| First Pacific Advisors, LP | History | Added to | 5,405,082 | 34,214 | 0.48% | 0.68% | 8 | +366,874 | 7.28% | Q1 2026 | May 13, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 3,787,717 | 23,976 | 0.69% | 0.85% | 9 | +919,895 | 32.08% | Q1 2026 | May 08, 2026 |
| MASTERS CAPITAL MANAGEMENT LLC | History | Added to | 3,500,000 | 22,155 | 0.73% | 1.25% | 10 | +500,000 | 16.67% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 3,459,740 | 21,898 | 0.02% | 0.06% | 11 | -2,288,117 | -39.81% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,349,322 | 21,205 | 0.0% | 0.0% | 12 | +60,817 | 1.85% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,325,228 | 21,038 | 0.02% | 0.01% | 13 | +1,555,977 | 87.95% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Added to | 3,300,199 | 20,890 | 0.03% | 0.05% | 14 | +50,003 | 1.54% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 3,159,473 | 19,999 | 0.01% | 0.0% | 15 | +3,119,887 | 7881.29% | Q1 2026 | May 11, 2026 |
| Clearline Capital LP | History | Reduced | 2,410,714 | 15,259 | 0.79% | 1.4% | 16 | -379,434 | -13.6% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 2,308,846 | 14,614 | 0.0% | 0.0% | 17 | -220,715 | -8.73% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,917,001 | 12,134 | 0.0% | 0.0% | 18 | -46,222 | -2.35% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,763,150 | 11,160 | 0.0% | 0.0% | 19 | -185,873 | -9.54% | Q1 2026 | May 15, 2026 |
| River Road Asset Management, LLC | History | Reduced | 1,551,205 | 9,819 | 0.11% | 0.29% | 20 | -1,047,115 | -40.3% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,457,195 | 9,224 | 0.0% | 0.0% | 21 | +111,717 | 8.3% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 1,416,345 | 8,965 | 0.0% | 0.0% | 22 | -522,202 | -26.94% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,252,211 | 7,926 | 0.01% | 0.01% | 23 | +544,827 | 77.02% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,250,893 | 7,918 | 0.02% | 0.02% | 24 | +335,105 | 36.59% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 1,170,394 | 7,408 | 0.0% | 0.0% | 25 | +165,081 | 16.42% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 1,098,972 | 6,956 | 0.05% | 0.09% | 26 | -158,244 | -12.59% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,071,241 | 6,780 | 0.0% | 0.0% | 27 | -57,298 | -5.08% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 860,823 | 5,449 | 0.0% | 0.0% | 28 | -69,559 | -7.48% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 819,090 | 5,184 | 0.01% | 0.02% | 29 | -585,325 | -41.68% | Q1 2026 | May 08, 2026 |
| North Reef Capital Management LP | History | Reduced | 810,732 | 5,131 | 0.18% | 0.34% | 30 | -29,663 | -3.53% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 800,583 | 5,067 | 0.01% | 0.0% | 31 | +329,339 | 69.89% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 769,196 | 4,869 | 0.0% | 0.0% | 32 | +219,878 | 40.03% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 758,616 | 4,802 | 0.0% | 0.0% | 33 | -286,617 | -27.42% | Q1 2026 | May 15, 2026 |
| Crescent Grove Advisors, LLC | History | Added to | 727,002 | 4,601 | 0.44% | 0.58% | 34 | +110,320 | 17.89% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 725,535 | 4,527 | 0.0% | 0.0% | 35 | -66,210 | -8.36% | Q1 2026 | May 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 673,207 | 4,261 | 0.0% | 0.0% | 36 | +13,110 | 1.99% | Q1 2026 | May 04, 2026 |
| GENERAL AMERICAN INVESTORS CO INC | History | Reduced | 669,912 | 4,240 | 0.28% | 0.68% | 37 | -510,402 | -43.24% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 572,685 | 3,625 | 0.0% | 0.0% | 38 | +499,209 | 679.42% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 495,496 | 3,136 | 0.01% | 0.02% | 39 | +16,450 | 3.43% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 432,329 | 2,736 | 0.0% | 0.0% | 40 | +4,636 | 1.08% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Reduced | 406,050 | 2,570 | 0.0% | 0.0% | 41 | -9,035 | -2.18% | Q1 2026 | Apr 30, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 402,774 | 2,549 | 0.08% | 0.18% | 42 | -215,798 | -34.89% | Q1 2026 | May 18, 2026 |
| Villanova Investment Management Co LLC | History | Added to | 400,330 | 2,534 | 2.6% | 2.42% | 43 | +63,019 | 18.68% | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | New | 382,059 | 2,418 | 0.02% | — | 44 | +382,059 | New | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 381,274 | 2,413 | 0.03% | 0.05% | 45 | +123,518 | 47.92% | Q1 2026 | May 12, 2026 |
| Optimize Financial Inc | History | Added to | 356,989 | 2,259 | 1.11% | 0.54% | 46 | +251,473 | 238.33% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 337,919 | 2,139 | 0.0% | 0.0% | 47 | +8,720 | 2.65% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 320,877 | 2,031 | 0.0% | 0.0% | 48 | -42,773 | -11.76% | Q1 2026 | May 08, 2026 |
| WINTON GROUP Ltd | History | Reduced | 317,919 | 2,012 | 0.07% | 0.14% | 49 | -93,329 | -22.69% | Q1 2026 | May 12, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 311,061 | 1,969 | 0.0% | 0.0% | 50 | +36,928 | 13.47% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 185,053 | 1,887 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 292,675 | 1,852 | 0.0% | 0.0% | 52 | +68,756 | 30.71% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 176,587 | 1,801 | 0.0% | 0.0% | 53 | +1,314 | 0.75% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 283,470 | 1,794 | 0.0% | 0.01% | 54 | -7,054 | -2.43% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 279,051 | 1,766 | 0.0% | 0.0% | 55 | -188,675 | -40.34% | Q1 2026 | May 15, 2026 |
| Palogic Value Management, L.P. | History | Added to | 275,000 | 1,740 | 0.73% | 0.83% | 56 | +79,903 | 40.96% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 273,852 | 1,733 | 0.14% | 0.23% | 57 | -13,571 | -4.72% | Q1 2026 | Apr 28, 2026 |
| Swiss National Bank | History | No change | 258,959 | 1,639 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 250,317 | 1,584 | 0.02% | 0.03% | 59 | +48,099 | 23.79% | Q1 2026 | May 22, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 241,542 | 1,528 | 0.0% | 0.0% | 60 | +19,571 | 8.82% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 237,057 | 1,500 | 0.0% | 0.0% | 61 | -14,502 | -5.76% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 224,029 | 1,418 | 0.0% | 0.0% | 62 | -15,667 | -6.54% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 220,576 | 1,396 | 0.01% | — | 63 | +220,576 | New | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 220,339 | 1,394 | 0.0% | 0.0% | 64 | +104,391 | 90.03% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 215,894 | 1,366 | 0.0% | 0.0% | 65 | -59,750 | -21.68% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 210,778 | 1,334 | 0.0% | 0.0% | 66 | +80,795 | 62.16% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 203,547 | 1,288 | 0.01% | 0.01% | 67 | -123,383 | -37.74% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 174,089 | 1,101 | 0.0% | 0.0% | 68 | +46,471 | 36.41% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 168,789 | 1,068 | 0.0% | 0.0% | 69 | -4,553 | -2.63% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 166,069 | 1,052 | 0.0% | 0.0% | 70 | +32,649 | 24.47% | Q1 2026 | May 15, 2026 |
| Expect Equity LLC | History | No change | 165,509 | 1,047 | 1.0% | 1.63% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AREX Capital Management, LP | History | Added to | 158,864 | 1,005 | 1.66% | 3.52% | 72 | +37,500 | 30.9% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 148,746 | 941 | 0.0% | 0.0% | 73 | +147,229 | 9705.27% | Q1 2026 | May 01, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 146,134 | 925 | 0.0% | — | 74 | +146,134 | New | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 141,316 | 890 | 0.0% | 0.0% | 75 | +121,946 | 629.56% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 132,070 | 836 | 0.0% | 0.0% | 76 | +13,391 | 11.28% | Q1 2026 | May 06, 2026 |
| Gotham Asset Management, LLC | History | Added to | 130,634 | 826 | 0.0% | 0.0% | 77 | +15,593 | 13.55% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 130,200 | 824 | 0.01% | 0.07% | 78 | -544,738 | -80.71% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 117,512 | 743 | 0.0% | 0.0% | 79 | -66,340 | -36.08% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 116,982 | 740 | 0.0% | 0.0% | 80 | -2,806 | -2.34% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | New | 116,801 | 739 | 0.0% | — | 81 | +116,801 | New | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | Added to | 113,666 | 719 | 0.05% | 0.06% | 82 | +35,352 | 45.14% | Q1 2026 | May 15, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 105,920 | 670 | 0.28% | 0.35% | 83 | +25,000 | 30.89% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Reduced | 95,342 | 603 | 0.01% | 0.02% | 84 | -32,367 | -25.34% | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 92,443 | 585 | 0.0% | 0.0% | 85 | -2,724 | -2.86% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 90,420 | 572 | 0.0% | 0.0% | 86 | -9,867 | -9.84% | Q1 2026 | May 13, 2026 |
| Marex Group plc | History | Reduced | 87,064 | 551 | 0.0% | 0.01% | 87 | -29 | -0.03% | Q1 2026 | May 13, 2026 |
| CREDIT AGRICOLE S A | History | New | 87,000 | 550 | 0.0% | — | 88 | +87,000 | New | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 81,320 | 514 | 0.0% | 0.01% | 89 | +15,989 | 24.47% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 79,282 | 501 | 0.0% | 0.0% | 90 | +58,836 | 287.76% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 77,045 | 487 | 0.01% | 0.01% | 91 | +1,238 | 1.63% | Q1 2026 | May 05, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 76,388 | 483 | 0.08% | — | 92 | +76,388 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 70,277 | 444 | 0.0% | 0.0% | 93 | -5,510 | -7.27% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 68,872 | 435 | 0.0% | 0.01% | 94 | -1,648 | -2.34% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 65,777 | 416 | 0.0% | 0.0% | 95 | -105,285 | -61.55% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 65,264 | 413 | 0.0% | 0.0% | 96 | +615 | 0.95% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 64,571 | 409 | 0.0% | 0.0% | 97 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Sterling Capital Management LLC | History | Reduced | 63,559 | 402 | 0.01% | 0.02% | 98 | -52,461 | -45.22% | Q1 2026 | Apr 22, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 61,400 | 388 | 0.01% | 0.01% | 99 | -2,000 | -3.15% | Q1 2026 | Apr 20, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 57,280 | 362 | 0.0% | 0.01% | 100 | +9,732 | 20.47% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 56,399 | 357 | 0.0% | 0.0% | 101 | -6,306 | -10.06% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 54,886 | 347 | 0.01% | 0.01% | 102 | +43,205 | 369.87% | Q1 2026 | Apr 29, 2026 |
| SG Americas Securities, LLC | History | Reduced | 50,798 | 322 | 0.0% | 0.0% | 103 | -11,472 | -18.42% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 50,827 | 321 | 0.0% | 0.0% | 104 | +1,649 | 3.35% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Reduced | 49,663 | 314 | 0.01% | 0.02% | 105 | -25,894 | -34.27% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 49,322 | 312 | 0.0% | — | 107 | +49,322 | New | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Reduced | 49,423 | 312 | 0.0% | 0.0% | 106 | -44,970 | -47.64% | Q1 2026 | May 12, 2026 |
| Quantbot Technologies LP | History | New | 45,348 | 287 | 0.01% | — | 108 | +45,348 | New | Q1 2026 | May 13, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | No change | 45,000 | 284 | 0.0% | 0.01% | 109 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 44,534 | 282 | 0.02% | — | 110 | +44,534 | New | Q1 2026 | May 08, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 41,716 | 264 | 0.11% | — | 111 | +41,716 | New | Q1 2026 | May 15, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 41,348 | 261 | 0.04% | — | 112 | +41,348 | New | Q1 2026 | Apr 27, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 40,514 | 256 | 0.01% | 0.14% | 113 | -255,124 | -86.3% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 40,298 | 255 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 40,273 | 254 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 39,896 | 253 | 0.0% | 0.0% | 116 | -296 | -0.74% | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | No change | 39,604 | 251 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 38,606 | 244 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Freestone Grove Partners LP | History | Reduced | 38,383 | 242 | 0.0% | 0.01% | 120 | -39,362 | -50.63% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 38,287 | 242 | 0.0% | 0.0% | 119 | +7,892 | 25.96% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 36,851 | 233 | 0.0% | 0.0% | 121 | -360 | -0.97% | Q1 2026 | Apr 24, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 36,725 | 232 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Jones Kertz & Associates, Inc. | History | Reduced | 36,635 | 231 | 0.12% | 0.25% | 123 | -11,095 | -23.25% | Q1 2026 | Apr 23, 2026 |
| Arizona State Retirement System | History | Reduced | 36,183 | 229 | 0.0% | 0.0% | 124 | -533 | -1.45% | Q1 2026 | May 01, 2026 |
| GLENMEDE TRUST CO NA | History | New | 35,455 | 224 | 0.0% | — | 125 | +35,455 | New | Q1 2026 | May 26, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 34,656 | 220 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 34,250 | 216 | 0.0% | 0.0% | 127 | -37 | -0.11% | Q1 2026 | May 01, 2026 |
| AlphaQuest LLC | History | No change | 21,098 | 215 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 31,679 | 200 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cerity Partners LLC | History | Added to | 31,376 | 198 | 0.0% | 0.0% | 130 | +10,777 | 52.32% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 30,421 | 192 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 30,320 | 191 | 0.0% | 0.01% | 132 | -32,955 | -52.08% | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 28,100 | 177 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BFSG, LLC | History | Added to | 27,700 | 175 | 0.02% | 0.02% | 134 | +6,485 | 30.57% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 27,202 | 172 | 0.0% | 0.0% | 135 | +16,167 | 146.51% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 26,474 | 167 | 0.0% | 0.0% | 136 | -899 | -3.28% | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 26,024 | 162 | 0.03% | — | 137 | +26,024 | New | Q1 2026 | May 12, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 25,319 | 160 | 0.0% | 0.0% | 138 | +223 | 0.89% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 25,264 | 159 | 0.0% | 0.0% | 139 | -191,469 | -88.34% | Q1 2026 | May 14, 2026 |
| Trajan Wealth LLC | History | Added to | 24,822 | 157 | 0.01% | 0.01% | 140 | +11,722 | 89.48% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | New | 24,200 | 153 | 0.0% | — | 141 | +24,200 | New | Q1 2026 | Apr 24, 2026 |
| Engineers Gate Manager LP | History | New | 23,031 | 145 | 0.0% | — | 142 | +23,031 | New | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 21,649 | 137 | 0.0% | 0.0% | 143 | -5,395 | -19.95% | Q1 2026 | Apr 24, 2026 |
| BTG Pactual Asset Management US LLC | History | New | 21,560 | 136 | 0.01% | — | 144 | +21,560 | New | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 21,328 | 135 | 0.0% | — | 145 | +21,328 | New | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | New | 21,121 | 133 | 0.03% | — | 147 | +21,121 | New | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Added to | 21,130 | 133 | 0.0% | 0.0% | 146 | +3,343 | 18.79% | Q1 2026 | May 06, 2026 |
| Kendall Capital Management | History | No change | 20,900 | 132 | 0.03% | 0.04% | 148 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Pictet Asset Management Holding SA | History | No change | 20,884 | 132 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Maryland State Retirement & Pension System | History | No change | 20,071 | 127 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 19,917 | 126 | 0.0% | 0.0% | 151 | -32 | -0.16% | Q1 2026 | May 15, 2026 |
| BlueChip Wealth Advisors LLC | History | No change | 18,462 | 116 | 0.05% | 0.08% | 152 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 17,619 | 111 | 0.0% | 0.0% | 153 | +3,478 | 24.6% | Q1 2026 | May 11, 2026 |
| Olympiad Research LP | History | New | 17,352 | 109 | 0.33% | — | 154 | +17,352 | New | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 16,847 | 106 | 0.0% | 0.0% | 155 | +1,236 | 7.92% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 16,468 | 104 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 16,324 | 103 | 0.01% | — | 157 | +16,324 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 15,808 | 100 | 0.0% | 0.0% | 159 | +3,463 | 28.05% | Q1 2026 | May 04, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 15,850 | 100 | 0.0% | 0.0% | 158 | +21 | 0.13% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | New | 14,174 | 99 | 0.0% | — | 160 | +14,174 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 15,229 | 96 | 0.0% | 0.0% | 161 | -106,527 | -87.49% | Q1 2026 | May 06, 2026 |
| Scientech Research LLC | History | New | 14,703 | 93 | 0.08% | — | 163 | +14,703 | New | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 14,784 | 93 | 0.0% | 0.0% | 162 | -326 | -2.16% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | No change | 13,583 | 85 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 12,927 | 81 | 0.0% | — | 165 | +12,927 | New | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 12,693 | 80 | 0.0% | 0.0% | 166 | +1,628 | 14.71% | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 12,490 | 79 | 0.0% | — | 167 | +12,490 | New | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 12,172 | 77 | 0.0% | — | 169 | +12,172 | New | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 12,233 | 77 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 11,626 | 73 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 11,186 | 70 | 0.0% | 0.0% | 171 | +7,244 | 183.76% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 11,013 | 69 | 0.0% | — | 172 | +11,013 | New | Q1 2026 | Apr 27, 2026 |
| Trek Financial, LLC | History | New | 10,505 | 66 | 0.0% | — | 175 | +10,505 | New | Q1 2026 | May 13, 2026 |
| FORA Capital, LLC | History | New | 10,474 | 66 | 0.0% | — | 174 | +10,474 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 10,470 | 66 | 0.0% | 0.0% | 173 | -2,588 | -19.82% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 10,215 | 65 | 0.0% | 0.0% | 176 | -16,258 | -61.41% | Q1 2026 | May 15, 2026 |
| W.G. Shaheen & Associates DBA Whitney & Co | History | No change | 10,000 | 63 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,574 | 54 | 0.0% | 0.0% | 178 | -6,309 | -42.39% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 7,408 | 47 | 0.0% | 0.0% | 179 | -1,308 | -15.01% | Q1 2026 | May 01, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 7,370 | 46 | 0.0% | 0.0% | 180 | +4,685 | 174.49% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 6,010 | 38 | 0.0% | 0.0% | 181 | +4,046 | 206.01% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 5,374 | 34 | 0.0% | 0.0% | 182 | +421 | 8.5% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 4,816 | 30 | 0.0% | 0.0% | 183 | -791 | -14.11% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,810 | 30 | 0.0% | 0.0% | 184 | -224 | -4.45% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | Added to | 4,585 | 29 | 0.0% | 0.0% | 185 | +2,845 | 163.51% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 4,362 | 28 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hanson & Doremus Investment Management | History | Reduced | 3,610 | 23 | 0.0% | 0.0% | 187 | -350 | -8.84% | Q1 2026 | Apr 17, 2026 |
| Blue Trust, Inc. | History | Added to | 3,336 | 21 | 0.0% | 0.0% | 190 | +40 | 1.21% | Q1 2026 | Apr 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 3,400 | 21 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Investors Research Corp | History | No change | 3,400 | 21 | 0.0% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Allworth Financial LP | History | New | 1,968 | 12 | 0.0% | — | 192 | +1,968 | New | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 1,987 | 12 | 0.0% | 0.0% | 191 | +1,322 | 198.8% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,726 | 10 | 0.0% | 0.0% | 193 | -5,381 | -75.71% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,477 | 9 | 0.0% | 0.0% | 194 | -155 | -9.5% | Q1 2026 | May 14, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,444 | 9 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,389 | 8 | 0.0% | 0.0% | 196 | -535 | -27.81% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 806 | 5 | 0.0% | 0.0% | 197 | +496 | 160.0% | Q1 2026 | Apr 13, 2026 |
| North Star Investment Management Corp. | History | Added to | 870 | 5 | 0.0% | 0.0% | 198 | +60 | 7.41% | Q1 2026 | Apr 23, 2026 |
| LRI Investments, LLC | History | No change | 911 | 5 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 640 | 4 | 0.0% | 0.0% | 202 | -1,515 | -70.3% | Q1 2026 | May 08, 2026 |
| Community Financial Services Group, LLC | History | New | 646 | 4 | 0.0% | — | 204 | +646 | New | Q1 2026 | Apr 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 736 | 4 | 0.0% | 0.0% | 200 | +214 | 41.0% | Q1 2026 | May 15, 2026 |
| WFA of San Diego, LLC | History | Reduced | 750 | 4 | 0.0% | 0.01% | 203 | -152 | -16.85% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 749 | 4 | 0.0% | 0.0% | 201 | -126 | -14.4% | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Reduced | 480 | 3 | 0.0% | 0.0% | 209 | -1,600 | -76.92% | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 542 | 3 | 0.0% | — | 212 | +542 | New | Q1 2026 | May 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 524 | 3 | 0.0% | — | 211 | +524 | New | Q1 2026 | May 07, 2026 |
| Golden State Wealth Management, LLC | History | New | 500 | 3 | 0.0% | — | 210 | +500 | New | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 547 | 3 | 0.0% | 0.0% | 207 | +196 | 55.84% | Q1 2026 | Jun 02, 2026 |
| ST GERMAIN D J CO INC | History | No change | 500 | 3 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 480 | 3 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 592 | 3 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 466 | 2 | 0.0% | 0.0% | 214 | -4,277 | -90.17% | Q1 2026 | May 13, 2026 |
| Purpose Unlimited Inc. | History | New | 342 | 2 | 0.0% | — | 218 | +342 | New | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 323 | 2 | 0.0% | — | 217 | +323 | New | Q1 2026 | May 19, 2026 |
| Covestor Ltd | History | Reduced | 380 | 2 | 0.0% | 0.0% | 215 | -298 | -43.95% | Q1 2026 | May 05, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 465 | 2 | 0.0% | 0.0% | 216 | -28 | -5.68% | Q1 2026 | Apr 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 362 | 2 | 0.0% | 0.0% | 213 | -7 | -1.9% | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 193 | 1 | 0.0% | 0.0% | 222 | -375 | -66.02% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 282 | 1 | 0.0% | 0.0% | 219 | -333 | -54.15% | Q1 2026 | May 15, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 273 | 1 | 0.0% | — | 231 | +273 | New | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 242 | 1 | 0.0% | — | 233 | +242 | New | Q1 2026 | May 15, 2026 |
| TOMPKINS FINANCIAL CORP | History | New | 200 | 1 | 0.0% | — | 232 | +200 | New | Q1 2026 | Apr 09, 2026 |
| Kilter Group LLC | History | New | 197 | 1 | 0.0% | — | 235 | +197 | New | Q1 2026 | May 14, 2026 |
| Hickory Point Bank & Trust | History | New | 186 | 1 | 0.0% | — | 234 | +186 | New | Q1 2026 | Apr 03, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 212 | 1 | 0.0% | 0.0% | 228 | +50 | 30.86% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 172 | 1 | 0.0% | 0.0% | 225 | +37 | 27.41% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 169 | 1 | 0.0% | 0.0% | 226 | -10 | -5.59% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 196 | 1 | 0.0% | 0.0% | 230 | +6 | 3.16% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 162 | 1 | 0.0% | 0.0% | 221 | -2 | -1.22% | Q1 2026 | May 07, 2026 |
| WEBSTER BANK, N. A. | History | No change | 292 | 1 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 110 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Litman Gregory Wealth Management LLC | History | No change | 100 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SHP Wealth Management | History | No change | 204 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 222 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.01% | — | -966,435 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -442,665 | -100.0% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -275,396 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -173,364 | -100.0% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.1% | — | -137,100 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -87,898 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -84,390 | -100.0% | Q1 2026 | May 14, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -78,098 | -100.0% | Q1 2026 | May 15, 2026 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -62,623 | -100.0% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -40,800 | -100.0% | Q1 2026 | May 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -27,804 | -100.0% | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,444 | -100.0% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,023 | -100.0% | Q1 2026 | May 14, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -17,076 | -100.0% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,951 | -100.0% | Q1 2026 | Apr 24, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,083 | -100.0% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -14,057 | -100.0% | Q1 2026 | May 13, 2026 |
| Community Bank of Raymore | History | Closed out | 0 | 0 | — | 0.08% | — | -11,750 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,864 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quent Capital, LLC | History | Reduced | 7 | 0 | — | 0.0% | — | -1,250 | -99.44% | Q1 2026 | Apr 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,084 | -100.0% | Q1 2026 | May 13, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,000 | -100.0% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -943 | -100.0% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 102 | 0 | — | 0.0% | — | -938 | -90.19% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 103 | 0 | — | 0.0% | — | -603 | -85.41% | Q1 2026 | Apr 27, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -305 | -100.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -304 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -283 | -100.0% | Q1 2026 | May 13, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -266 | -100.0% | Q1 2026 | May 11, 2026 |
| VALLEY NATIONAL ADVISERS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -264 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -189 | -100.0% | Q1 2026 | Apr 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -188 | -98.95% | Q1 2026 | May 07, 2026 |
| True Link Financial Advisors, LLC | History | New | 142 | 0 | — | — | — | +142 | New | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 138 | 0 | — | — | — | +138 | New | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Reduced | 42 | 0 | — | 0.0% | — | -129 | -75.44% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 128 | 0 | — | — | — | +128 | New | Q1 2026 | May 13, 2026 |
| Estate Planners Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -122 | -100.0% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 9 | 0 | — | 0.0% | — | -100 | -91.74% | Q1 2026 | Apr 13, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 88 | 0 | — | — | — | +88 | New | Q1 2026 | Apr 14, 2026 |
| Center for Financial Planning, Inc. | History | Closed out | 0 | 0 | — | — | — | -88 | -100.0% | Q1 2026 | May 04, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -85 | -100.0% | Q1 2026 | Apr 28, 2026 |
| MRP Capital Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -81 | -100.0% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | New | 79 | 0 | — | — | — | +79 | New | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 77 | 0 | — | — | — | +77 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Reduced | 119 | 0 | — | 0.0% | — | -70 | -37.04% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 70 | 0 | — | — | — | +69 | 6900.0% | Q1 2026 | May 15, 2026 |
| Napier Financial, LLC | History | New | 56 | 0 | — | — | — | +56 | New | Q1 2026 | May 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 151 | 0 | — | — | — | +55 | 57.29% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -54 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BAYBAN | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | Apr 24, 2026 |
| Laurel Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 12, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -50 | -100.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Added to | 109 | 0 | — | — | — | +46 | 73.02% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 134 | 0 | — | — | — | +44 | 48.89% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -41 | -100.0% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 37 | 0 | — | — | — | +37 | New | Q1 2026 | Apr 13, 2026 |
| ASSETMARK, INC | History | Reduced | 10 | 0 | — | — | — | -31 | -75.61% | Q1 2026 | May 06, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | Apr 27, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 15, 2026 |
| Leo H. Evart, Inc. | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | May 14, 2026 |