WOODSIDE ENERGY GROUP LTD - WDS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | History | Added to | 4,873,014 | 116,367 | 0.01% | 0.0% | 1 | +333,858 | 7.36% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,917,444 | 93,548 | 0.01% | 0.01% | 2 | +500,736 | 14.66% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 2,544,231 | 60,756 | 0.0% | 0.0% | 3 | +163,200 | 6.85% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,684,725 | 40,231 | 0.01% | 0.0% | 4 | +313,509 | 22.86% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,119,202 | 26,726 | 0.02% | 0.01% | 5 | +229,625 | 25.81% | Q1 2026 | May 13, 2026 |
| Clearbridge Investments, LLC | History | New | 951,220 | 22,715 | 0.02% | — | 6 | +951,220 | New | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 730,300 | 17,439 | 0.0% | 0.0% | 7 | -492,612 | -40.28% | Q1 2026 | May 05, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 669,453 | 15,986 | 0.04% | 0.01% | 8 | +525,042 | 363.57% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 630,144 | 15,049 | 0.0% | 0.0% | 9 | -87,875 | -12.24% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 613,278 | 14,645 | 0.02% | 0.02% | 10 | +104,720 | 20.59% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 603,042 | 14,400 | 0.0% | 0.0% | 11 | +83,555 | 16.08% | Q1 2026 | May 15, 2026 |
| STATE FARM MUTUAL AUTOMOBILE INSURANCE CO | History | No change | 487,503 | 11,641 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 457,196 | 10,917 | 0.0% | 0.0% | 13 | +66,177 | 16.92% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 405,049 | 9,672 | 0.01% | 0.0% | 14 | +92,884 | 29.75% | Q1 2026 | May 12, 2026 |
| Trek Financial, LLC | History | New | 349,810 | 8,353 | 0.44% | — | 15 | +349,810 | New | Q1 2026 | May 13, 2026 |
| EARNEST PARTNERS LLC | History | Added to | 340,408 | 8,128 | 0.03% | 0.02% | 16 | +75,464 | 28.48% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 331,458 | 8,018 | 0.0% | 0.0% | 17 | -135,958 | -29.09% | Q1 2026 | May 13, 2026 |
| HOURGLASS CAPITAL, LLC | History | Added to | 324,360 | 7,745 | 1.61% | 1.04% | 18 | +15,050 | 4.87% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | New | 295,239 | 7,050 | 0.01% | — | 19 | +295,239 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 270,644 | 6,462 | 0.0% | 0.0% | 20 | +42,557 | 18.66% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 263,103 | 6,282 | 0.01% | 0.0% | 21 | +84,895 | 47.64% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 248,581 | 5,936 | 0.0% | 0.0% | 22 | +225,430 | 973.74% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 237,815 | 5,771 | 0.0% | 0.0% | 23 | +93,651 | 64.96% | Q1 2026 | May 13, 2026 |
| PEAK6 LLC | History | Added to | 232,400 | 5,549 | 0.01% | 0.0% | 24 | +216,400 | 1352.5% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Added to | 225,516 | 5,385 | 0.0% | 0.0% | 25 | +192,060 | 574.07% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 178,300 | 4,257 | 0.0% | 0.0% | 26 | +118,000 | 195.69% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 155,266 | 3,713 | 0.0% | 0.0% | 27 | +122,893 | 379.62% | Q1 2026 | May 14, 2026 |
| NICHOLS & PRATT ADVISERS LLP /MA | History | Reduced | 136,788 | 3,266 | 0.21% | 0.14% | 28 | -9,076 | -6.22% | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 133,698 | 3,192 | 0.0% | 0.0% | 29 | +119,170 | 820.28% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 127,545 | 3,045 | 0.0% | 0.0% | 30 | +25,207 | 24.63% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Added to | 126,330 | 3,016 | 0.03% | 0.02% | 31 | +20,228 | 19.06% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 118,604 | 2,832 | 0.0% | 0.0% | 32 | -24,167 | -16.93% | Q1 2026 | May 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 117,646 | 2,809 | 0.01% | 0.0% | 33 | +65,589 | 125.99% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 110,462 | 2,637 | 0.03% | 0.02% | 34 | -9,937 | -8.25% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 109,776 | 2,621 | 0.0% | 0.0% | 35 | +8,662 | 8.57% | Q1 2026 | May 13, 2026 |
| McAlvany Wealth Management LLC | History | Added to | 107,005 | 2,597 | 1.75% | 1.13% | 36 | +12,086 | 12.73% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 107,642 | 2,571 | 0.0% | 0.0% | 37 | +18,600 | 20.89% | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Added to | 106,722 | 2,548 | 0.02% | 0.01% | 38 | +29,850 | 38.83% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 106,057 | 2,532 | 0.0% | 0.0% | 39 | +39,423 | 59.16% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 103,277 | 2,466 | 0.0% | 0.0% | 40 | +15,593 | 17.78% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 98,094 | 2,342 | 0.0% | 0.0% | 41 | +16,642 | 20.43% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 92,165 | 2,200 | 0.0% | 0.0% | 42 | +25,677 | 38.62% | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | New | 91,035 | 2,173 | 0.0% | — | 43 | +91,035 | New | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 90,857 | 2,169 | 0.0% | 0.0% | 44 | -547,617 | -85.77% | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | New | 80,697 | 2,107 | 0.01% | — | 45 | +80,697 | New | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | New | 87,661 | 2,093 | 0.02% | — | 46 | +87,661 | New | Q1 2026 | May 12, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | New | 87,146 | 2,081 | 0.03% | — | 47 | +87,146 | New | Q1 2026 | Apr 01, 2026 |
| Cetera Investment Advisers | History | Added to | 85,765 | 2,048 | 0.0% | 0.0% | 48 | +28,235 | 49.08% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 85,681 | 2,046 | 0.01% | 0.0% | 49 | +48,074 | 127.83% | Q1 2026 | May 14, 2026 |
| Ethic Inc. | History | Added to | 84,319 | 2,013 | 0.03% | 0.02% | 50 | +4,495 | 5.63% | Q1 2026 | Apr 27, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 82,754 | 1,976 | 0.02% | 0.02% | 51 | -651 | -0.78% | Q1 2026 | Apr 23, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 79,469 | 1,898 | 0.0% | 0.0% | 52 | +23,681 | 42.45% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 78,321 | 1,870 | 0.0% | 0.0% | 53 | -6,604 | -7.78% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 75,877 | 1,811 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| U S GLOBAL INVESTORS INC | History | Added to | 75,000 | 1,791 | 0.21% | 0.07% | 55 | +35,000 | 87.5% | Q1 2026 | May 01, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 69,039 | 1,648 | 0.05% | 0.02% | 56 | +34,923 | 102.37% | Q1 2026 | May 13, 2026 |
| PKO Investment Management Joint-Stock Co | History | Added to | 69,000 | 1,647 | 0.14% | 0.06% | 57 | +23,000 | 50.0% | Q1 2026 | Apr 17, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 67,818 | 1,619 | 0.0% | 0.0% | 58 | +11,393 | 20.19% | Q1 2026 | May 08, 2026 |
| BAROMETER CAPITAL MANAGEMENT INC. | History | New | 66,800 | 1,595 | 0.55% | — | 59 | +66,800 | New | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | New | 60,638 | 1,448 | 0.01% | — | 60 | +60,638 | New | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 59,891 | 1,430 | 0.01% | 0.0% | 61 | +3,554 | 6.31% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 58,904 | 1,406 | 0.02% | 0.01% | 62 | -738 | -1.24% | Q1 2026 | Apr 07, 2026 |
| LPL Financial LLC | History | Added to | 58,197 | 1,389 | 0.0% | 0.0% | 63 | +9,953 | 20.63% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 56,177 | 1,341 | 0.03% | 0.02% | 64 | -5,664 | -9.16% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 53,947 | 1,288 | 0.01% | 0.0% | 65 | +11,403 | 26.8% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 51,124 | 1,220 | 0.0% | 0.0% | 66 | +47,194 | 1200.87% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 50,741 | 1,211 | 0.01% | 0.0% | 67 | +8,718 | 20.75% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Reduced | 50,581 | 1,207 | 0.26% | 0.19% | 68 | -1,143 | -2.21% | Q1 2026 | Apr 28, 2026 |
| Pathstone Holdings, LLC | History | Added to | 49,885 | 1,191 | 0.0% | 0.0% | 69 | +7,370 | 17.34% | Q1 2026 | May 11, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 49,676 | 1,186 | 0.03% | 0.01% | 70 | +3,723 | 8.1% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 48,692 | 1,163 | 0.0% | 0.0% | 71 | +7,389 | 17.89% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 48,378 | 1,155 | 0.0% | 0.0% | 72 | +2,198 | 4.76% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 46,798 | 1,117 | 0.0% | 0.0% | 73 | -19,262 | -29.16% | Q1 2026 | May 14, 2026 |
| 180 WEALTH ADVISORS, LLC | History | Added to | 46,563 | 1,111 | 0.13% | 0.08% | 74 | +194 | 0.42% | Q1 2026 | May 01, 2026 |
| SYON CAPITAL LLC | History | Added to | 46,037 | 1,099 | 0.06% | 0.01% | 75 | +28,476 | 162.15% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 45,114 | 1,077 | 0.03% | 0.03% | 76 | +1,992 | 4.62% | Q1 2026 | Apr 29, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Added to | 44,626 | 1,065 | 0.02% | 0.01% | 77 | +1,900 | 4.45% | Q1 2026 | Apr 30, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 44,015 | 1,051 | 0.01% | 0.01% | 78 | +6,122 | 16.16% | Q1 2026 | Apr 27, 2026 |
| Corient Private Wealth LLC | History | Added to | 43,095 | 1,018 | 0.0% | 0.0% | 79 | +3,187 | 7.99% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 41,383 | 989 | 0.0% | 0.0% | 80 | +3,400 | 8.95% | Q1 2026 | May 15, 2026 |
| ASSOCIATED BANC-CORP | History | Reduced | 40,842 | 975 | 0.03% | 0.02% | 81 | -1,253 | -2.98% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 40,781 | 973 | 0.0% | 0.0% | 82 | -13,884 | -25.4% | Q1 2026 | May 08, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 40,500 | 967 | 0.12% | 0.02% | 83 | +30,500 | 305.0% | Q1 2026 | Apr 30, 2026 |
| Callan Family Office, LLC | History | Reduced | 40,372 | 964 | 0.02% | 0.01% | 84 | -887 | -2.15% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 37,337 | 892 | 0.0% | 0.0% | 85 | -5,653 | -13.15% | Q1 2026 | Apr 30, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 36,171 | 863 | 0.01% | 0.0% | 86 | +13,199 | 57.46% | Q1 2026 | May 15, 2026 |
| Hikari Tsushin, Inc. | History | No change | 35,381 | 844 | 0.06% | 0.04% | 87 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NINE MASTS CAPITAL Ltd | History | No change | 34,317 | 819 | 0.12% | 0.09% | 88 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 32,995 | 787 | 0.01% | — | 89 | +32,995 | New | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 30,831 | 764 | 0.0% | 0.0% | 90 | +10,401 | 50.91% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 31,303 | 747 | 0.0% | 0.0% | 91 | +11,770 | 60.26% | Q1 2026 | May 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 30,480 | 727 | 0.01% | 0.01% | 92 | +3,663 | 13.66% | Q1 2026 | May 04, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 30,391 | 725 | 0.0% | — | 93 | +30,391 | New | Q1 2026 | May 04, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 30,284 | 723 | 0.0% | 0.0% | 94 | +25,983 | 604.12% | Q1 2026 | May 13, 2026 |
| Dynasty Wealth Management, LLC | History | Added to | 29,538 | 705 | 0.01% | 0.0% | 95 | +371 | 1.27% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 29,471 | 703 | 0.13% | — | 96 | +29,407 | 45948.44% | Q1 2026 | May 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 29,169 | 696 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BankChampaign, National Association | History | Reduced | 28,036 | 669 | 0.66% | 0.46% | 98 | -1,725 | -5.8% | Q1 2026 | May 21, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 27,184 | 649 | 0.0% | 0.0% | 99 | +26,484 | 3783.43% | Q1 2026 | May 14, 2026 |
| Naviter Wealth, LLC | History | Added to | 26,692 | 637 | 0.08% | 0.05% | 100 | +2,133 | 8.69% | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,634 | 636 | 0.0% | 0.0% | 101 | +2,572 | 10.69% | Q1 2026 | Apr 27, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 26,526 | 633 | 0.0% | 0.0% | 102 | -3,456 | -11.53% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 25,918 | 618 | 0.0% | 0.0% | 103 | +1,532 | 6.28% | Q1 2026 | May 04, 2026 |
| Perpetual Ltd | History | New | 25,565 | 610 | 0.01% | — | 104 | +25,565 | New | Q1 2026 | Apr 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 24,927 | 595 | 0.06% | 0.05% | 105 | +1,605 | 6.88% | Q1 2026 | Apr 06, 2026 |
| Waverly Advisors, LLC | History | Reduced | 24,819 | 592 | 0.0% | 0.0% | 106 | -2,558 | -9.34% | Q1 2026 | May 15, 2026 |
| SALT Holding Corp. | History | No change | 23,908 | 570 | 0.34% | 0.29% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 23,573 | 562 | 0.02% | 0.01% | 108 | +4,720 | 25.04% | Q1 2026 | May 14, 2026 |
| Steadtrust LLC | History | New | 23,000 | 549 | 0.31% | — | 109 | +23,000 | New | Q1 2026 | Apr 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 22,373 | 534 | 0.01% | 0.01% | 110 | -2,467 | -9.93% | Q1 2026 | May 01, 2026 |
| XTX Topco Ltd | History | Reduced | 22,109 | 527 | 0.01% | 0.06% | 112 | -135,054 | -85.93% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 22,098 | 527 | 0.02% | 0.0% | 111 | +16,337 | 283.58% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 22,059 | 526 | 0.0% | 0.0% | 113 | -3,378 | -13.28% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | New | 21,979 | 524 | 0.0% | — | 114 | +21,979 | New | Q1 2026 | May 05, 2026 |
| Caprock Group, LLC | History | Added to | 21,927 | 523 | 0.01% | 0.01% | 115 | +2,947 | 15.53% | Q1 2026 | May 11, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 21,601 | 515 | 0.03% | 0.01% | 116 | +9,099 | 72.78% | Q1 2026 | Apr 21, 2026 |
| Summit Trail Advisors, LLC | History | New | 20,365 | 486 | 0.01% | — | 117 | +20,365 | New | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,193 | 482 | 0.0% | 0.0% | 118 | +32 | 0.16% | Q1 2026 | May 13, 2026 |
| Cedar Wealth Management, LLC | History | Reduced | 19,481 | 465 | 0.14% | 0.12% | 119 | -5,987 | -23.51% | Q1 2026 | May 14, 2026 |
| Summit Global Investments | History | Reduced | 18,813 | 449 | 0.03% | 0.02% | 120 | -3,389 | -15.26% | Q1 2026 | May 07, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 17,282 | 412 | 0.0% | — | 121 | +17,282 | New | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 16,958 | 411 | 0.0% | 0.0% | 122 | +6,467 | 61.64% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 16,935 | 404 | 0.0% | 0.0% | 123 | -718,520 | -97.7% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 16,895 | 403 | 0.0% | — | 125 | +16,895 | New | Q1 2026 | May 15, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 16,903 | 403 | 0.04% | 0.02% | 124 | +695 | 4.29% | Q1 2026 | Apr 09, 2026 |
| Focus Partners Wealth | History | Added to | 16,815 | 401 | 0.0% | 0.0% | 126 | +5,855 | 53.42% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Reduced | 16,565 | 395 | 0.01% | 0.0% | 127 | -142 | -0.85% | Q1 2026 | May 14, 2026 |
| Vise Technologies, Inc. | History | No change | 24,532 | 382 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Argent Trust Co | History | No change | 15,400 | 367 | 0.01% | 0.01% | 129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 15,230 | 363 | 0.0% | 0.0% | 130 | +2,806 | 22.59% | Q1 2026 | May 15, 2026 |
| SIG BROKERAGE, LP | History | New | 15,095 | 360 | 0.01% | — | 132 | +15,095 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 15,082 | 360 | 0.0% | 0.0% | 131 | +1,365 | 9.95% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 14,592 | 348 | 0.0% | 0.0% | 133 | +1,472 | 11.22% | Q1 2026 | May 12, 2026 |
| Balanced Rock Investment Advisors LLC | History | Added to | 13,935 | 332 | 0.23% | 0.15% | 134 | +205 | 1.49% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 13,889 | 331 | 0.0% | — | 135 | +13,889 | New | Q1 2026 | May 15, 2026 |
| SG Trading Solutions, LLC | History | No change | 21,076 | 329 | 0.08% | 0.08% | 136 | 0 | 0.0% | Q4 2025 | Feb 24, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 13,749 | 328 | 0.04% | 0.02% | 137 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GREENLEAF TRUST | History | Added to | 13,555 | 323 | 0.0% | 0.0% | 138 | +1,337 | 10.94% | Q1 2026 | Apr 27, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 13,386 | 319 | 0.0% | — | 139 | +13,386 | New | Q1 2026 | Apr 24, 2026 |
| Sanctuary Advisors, LLC | History | New | 12,505 | 298 | 0.0% | — | 140 | +12,505 | New | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,416 | 296 | 0.0% | 0.0% | 141 | +1,243 | 11.13% | Q1 2026 | May 15, 2026 |
| Meriwether Wealth & Planning, LLC | History | Added to | 12,371 | 295 | 0.16% | 0.1% | 142 | +812 | 7.02% | Q1 2026 | Apr 09, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 12,200 | 291 | 0.0% | — | 143 | +12,200 | New | Q1 2026 | Apr 23, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | New | 11,923 | 289 | 0.0% | — | 144 | +11,923 | New | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 12,052 | 287 | 0.0% | 0.0% | 145 | +535 | 4.65% | Q1 2026 | Apr 20, 2026 |
| PDS Planning, Inc | History | Reduced | 11,711 | 279 | 0.02% | 0.01% | 146 | -308 | -2.56% | Q1 2026 | Apr 21, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,521 | 275 | 0.0% | 0.0% | 147 | -267 | -2.27% | Q1 2026 | May 01, 2026 |
| Checchi Capital Advisers, LLC | History | New | 11,260 | 268 | 0.01% | — | 148 | +11,260 | New | Q1 2026 | May 04, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,194 | 267 | 0.0% | 0.0% | 149 | +605 | 5.71% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 11,073 | 264 | 0.0% | — | 150 | +11,073 | New | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | New | 11,022 | 263 | 0.0% | — | 151 | +11,022 | New | Q1 2026 | May 06, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 11,000 | 262 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Marks Group Wealth Management, Inc | History | New | 10,294 | 245 | 0.02% | — | 153 | +10,294 | New | Q1 2026 | May 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 10,093 | 241 | 0.01% | — | 154 | +10,093 | New | Q1 2026 | May 08, 2026 |
| BlueCrest Capital Management Ltd | History | New | 10,000 | 238 | 0.01% | — | 155 | +10,000 | New | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | New | 10,000 | 238 | 0.0% | — | 156 | +10,000 | New | Q1 2026 | May 15, 2026 |
| SAGE RHINO CAPITAL LLC | History | New | 9,866 | 235 | 0.04% | — | 157 | +9,866 | New | Q1 2026 | Apr 28, 2026 |
| AXQ CAPITAL, LP | History | New | 9,854 | 235 | 0.03% | — | 158 | +9,854 | New | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | New | 9,684 | 231 | 0.0% | — | 159 | +9,684 | New | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 9,295 | 225 | 0.01% | 0.01% | 160 | +297 | 3.3% | Q1 2026 | May 15, 2026 |
| Lester Murray Antman dba SimplyRich | History | New | 9,214 | 220 | 0.06% | — | 161 | +9,214 | New | Q1 2026 | May 01, 2026 |
| Global Retirement Partners, LLC | History | No change | 13,988 | 218 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Parallel Advisors, LLC | History | Added to | 9,094 | 217 | 0.0% | 0.0% | 163 | +2,339 | 34.63% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 8,882 | 212 | 0.0% | 0.0% | 164 | +5,055 | 132.09% | Q1 2026 | May 11, 2026 |
| Moors & Cabot, Inc. | History | New | 8,821 | 210 | 0.01% | — | 165 | +8,821 | New | Q1 2026 | May 08, 2026 |
| West Family Investments, Inc. | History | New | 8,712 | 208 | 0.07% | — | 166 | +8,712 | New | Q1 2026 | May 07, 2026 |
| Bridgewater Advisors Inc. | History | New | 9,085 | 203 | 0.01% | — | 167 | +9,085 | New | Q1 2026 | May 14, 2026 |
| Dorsey & Whitney Trust CO LLC | History | New | 8,395 | 200 | 0.01% | — | 168 | +8,395 | New | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | New | 8,210 | 196 | 0.0% | — | 169 | +8,210 | New | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 12,428 | 193 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CWM, LLC | History | Added to | 7,738 | 184 | 0.0% | 0.0% | 171 | +3,365 | 76.95% | Q1 2026 | May 14, 2026 |
| DV EQUITIES, LLC | History | No change | 10,936 | 170 | 0.03% | 0.03% | 172 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 6,340 | 151 | 0.0% | 0.0% | 173 | +665 | 11.72% | Q1 2026 | May 15, 2026 |
| Cromwell Holdings LLC | History | New | 5,987 | 142 | 0.08% | — | 174 | +5,987 | New | Q1 2026 | Apr 30, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 5,491 | 131 | 0.0% | 0.0% | 175 | -265 | -4.6% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 5,518 | 131 | 0.01% | 0.01% | 176 | +167 | 3.12% | Q1 2026 | May 11, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 8,373 | 129 | 0.03% | 0.03% | 177 | +568 | 7.28% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Added to | 5,235 | 125 | 0.01% | 0.0% | 178 | +1,719 | 48.89% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,885 | 115 | 0.0% | 0.0% | 179 | +607 | 14.19% | Q1 2026 | Apr 07, 2026 |
| Twin Tree Management, LP | History | New | 4,735 | 113 | 0.0% | — | 180 | +4,735 | New | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | New | 4,652 | 111 | 0.0% | — | 181 | +4,652 | New | Q1 2026 | May 15, 2026 |
| Gordian Capital Singapore Pte Ltd | History | New | 4,500 | 107 | 0.18% | — | 182 | +4,500 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 3,855 | 92 | 0.0% | 0.0% | 183 | -52 | -1.33% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 3,460 | 82 | 0.0% | 0.0% | 184 | +515 | 17.49% | Q1 2026 | May 01, 2026 |
| Manchester Capital Management LLC | History | Reduced | 3,443 | 82 | 0.01% | 0.01% | 185 | -7 | -0.2% | Q1 2026 | May 11, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 3,414 | 81 | 0.01% | 0.01% | 186 | +190 | 5.89% | Q1 2026 | Apr 27, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 3,247 | 77 | 0.0% | 0.0% | 187 | +450 | 16.09% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 2,666 | 63 | 0.0% | 0.0% | 188 | -10 | -0.37% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,345 | 56 | 0.01% | 0.0% | 189 | +1,808 | 336.69% | Q1 2026 | May 11, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 2,319 | 55 | 0.02% | — | 190 | +2,319 | New | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,178 | 52 | 0.0% | 0.0% | 191 | +336 | 18.24% | Q1 2026 | May 07, 2026 |
| EFG International AG | History | No change | 2,059 | 49 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Grove Bank & Trust | History | Reduced | 1,990 | 47 | 0.01% | 0.0% | 193 | -7 | -0.35% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Added to | 1,769 | 42 | 0.0% | 0.0% | 194 | +452 | 34.32% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,719 | 41 | 0.0% | 0.0% | 195 | +219 | 14.6% | Q1 2026 | Apr 30, 2026 |
| Stone House Investment Management, LLC | History | No change | 1,500 | 35 | 0.01% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1,458 | 34 | 0.01% | — | 198 | +1,458 | New | Q1 2026 | May 08, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 1,425 | 34 | 0.02% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,421 | 33 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 1,371 | 32 | 0.0% | 0.0% | 200 | +419 | 44.01% | Q1 2026 | May 06, 2026 |
| Tanglewood Legacy Advisors, LLC | History | No change | 1,360 | 32 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 1,250 | 29 | 0.0% | 0.0% | 203 | +834 | 200.48% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,255 | 29 | 0.0% | 0.0% | 202 | +381 | 43.59% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 1,032 | 24 | 0.0% | 0.0% | 204 | -56 | -5.15% | Q1 2026 | May 13, 2026 |
| WealthCollab, LLC | History | No change | 1,009 | 24 | 0.01% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 963 | 22 | 0.0% | — | 206 | +922 | 2248.78% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | No change | 875 | 20 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Citizens National Bank Trust Department | History | New | 834 | 19 | 0.0% | — | 210 | +834 | New | Q1 2026 | May 04, 2026 |
| Ancora Advisors LLC | History | Added to | 815 | 19 | 0.0% | 0.0% | 209 | +720 | 757.89% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 796 | 19 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 744 | 17 | 0.0% | 0.0% | 211 | +86 | 13.07% | Q1 2026 | May 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 705 | 16 | 0.0% | 0.0% | 212 | +103 | 17.11% | Q1 2026 | Apr 17, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 634 | 15 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Larson Financial Group LLC | History | Added to | 624 | 14 | 0.0% | 0.0% | 214 | +266 | 74.3% | Q1 2026 | May 15, 2026 |
| Addison Advisors LLC | History | Reduced | 605 | 14 | 0.0% | 0.0% | 215 | -3 | -0.49% | Q1 2026 | May 08, 2026 |
| Signature Equity Partners, LLC | History | Added to | 566 | 13 | 0.01% | 0.0% | 218 | +453 | 400.88% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 565 | 13 | 0.0% | 0.0% | 216 | +205 | 56.94% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 563 | 13 | 0.0% | 0.0% | 217 | +121 | 27.38% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Reduced | 502 | 12 | 0.0% | 0.0% | 220 | -1,241 | -71.2% | Q1 2026 | May 06, 2026 |
| Atlantic Union Bankshares Corp | History | Added to | 504 | 12 | 0.0% | — | 219 | +450 | 833.33% | Q1 2026 | May 12, 2026 |
| True Wealth Design, LLC | History | Added to | 530 | 12 | 0.0% | 0.0% | 224 | +285 | 116.33% | Q1 2026 | Apr 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 815 | 12 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 506 | 12 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GoalVest Advisory LLC | History | No change | 505 | 12 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 467 | 11 | 0.0% | 0.0% | 225 | +9 | 1.97% | Q1 2026 | Apr 27, 2026 |
| Dunhill Financial, LLC | History | Reduced | 498 | 11 | 0.0% | 0.0% | 226 | -2 | -0.4% | Q1 2026 | May 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 473 | 11 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 402 | 9 | 0.0% | — | 231 | +402 | New | Q1 2026 | Apr 30, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 393 | 9 | 0.0% | 0.0% | 228 | -350 | -47.11% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 388 | 9 | 0.0% | 0.0% | 230 | +49 | 14.45% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Added to | 392 | 9 | 0.0% | 0.0% | 229 | +44 | 12.64% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 353 | 8 | 0.0% | 0.0% | 232 | +126 | 55.51% | Q1 2026 | May 15, 2026 |
| Western Wealth Management, LLC | History | New | 320 | 7 | 0.0% | — | 237 | +320 | New | Q1 2026 | May 19, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 296 | 7 | 0.0% | 0.0% | 234 | +171 | 136.8% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 318 | 7 | 0.0% | 0.0% | 235 | +92 | 40.71% | Q1 2026 | Apr 23, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 319 | 7 | 0.01% | 0.0% | 236 | +70 | 28.11% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 319 | 7 | 0.0% | 0.0% | 233 | +3 | 0.95% | Q1 2026 | Apr 21, 2026 |
| MOTCO | History | No change | 272 | 6 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Crewe Advisors LLC | History | No change | 255 | 6 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 220 | 5 | 0.0% | 0.0% | 240 | -1,440 | -86.75% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 231 | 5 | 0.0% | — | 241 | +231 | New | Q1 2026 | Apr 29, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 201 | 4 | 0.0% | 0.0% | 243 | -102 | -33.66% | Q1 2026 | May 08, 2026 |
| North Star Investment Management Corp. | History | Added to | 206 | 4 | 0.0% | 0.0% | 242 | +18 | 9.57% | Q1 2026 | Apr 23, 2026 |
| RMG Wealth Management LLC | History | New | 153 | 3 | 0.0% | — | 253 | +153 | New | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 151 | 3 | 0.0% | — | 256 | +151 | New | Q1 2026 | Apr 06, 2026 |
| Nemes Rush Group LLC | History | New | 140 | 3 | 0.0% | — | 254 | +140 | New | Q1 2026 | Apr 21, 2026 |
| Arlington Trust Co LLC | History | New | 137 | 3 | 0.0% | — | 255 | +137 | New | Q1 2026 | Apr 08, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 131 | 3 | 0.0% | — | 258 | +131 | New | Q1 2026 | May 12, 2026 |
| Dogwood Wealth Management LLC | History | New | 128 | 3 | 0.0% | — | 257 | +128 | New | Q1 2026 | May 12, 2026 |
| Root Financial Partners, LLC | History | Added to | 163 | 3 | 0.0% | 0.0% | 251 | +75 | 85.23% | Q1 2026 | Apr 24, 2026 |
| Plante Moran Financial Advisors, LLC | History | Added to | 126 | 3 | 0.0% | 0.0% | 246 | +26 | 26.0% | Q1 2026 | May 05, 2026 |
| Smithfield Trust Co | History | No change | 145 | 3 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bangor Savings Bank | History | No change | 161 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Vermillion Wealth Management, Inc. | History | No change | 158 | 3 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Costello Asset Management, INC | History | No change | 136 | 3 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Archer Investment Corp | History | No change | 144 | 3 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| REDMONT WEALTH ADVISORS LLC | History | No change | 217 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Financial Perspectives, Inc | History | No change | 131 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| N.E.W. Advisory Services LLC | History | New | 108 | 2 | 0.0% | — | 270 | +108 | New | Q1 2026 | May 04, 2026 |
| Hickory Point Bank & Trust | History | New | 100 | 2 | 0.0% | — | 271 | +100 | New | Q1 2026 | Apr 03, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 98 | 2 | 0.0% | — | 261 | +75 | 326.09% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 92 | 2 | 0.0% | — | 263 | +70 | 318.18% | Q1 2026 | Apr 13, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 94 | 2 | 0.0% | — | 262 | +66 | 235.71% | Q1 2026 | Apr 30, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 106 | 2 | 0.0% | 0.0% | 259 | -47 | -30.72% | Q1 2026 | Apr 13, 2026 |
| American Capital Advisory, LLC | History | Added to | 84 | 2 | 0.0% | — | 266 | +40 | 90.91% | Q1 2026 | Apr 29, 2026 |
| BOYD WATTERSON ASSET MANAGEMENT LLC/OH | History | No change | 89 | 2 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 108 | 2 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CVA Family Office, LLC | History | No change | 122 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Hilltop National Bank | History | No change | 108 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Motiv8 Investments LLC | History | No change | 136 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 166 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Pacifica Partners Inc. | History | Reduced | 61 | 1 | 0.0% | 0.0% | 279 | -111 | -64.53% | Q1 2026 | Apr 09, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 51 | 1 | 0.0% | 0.0% | 278 | -101 | -66.45% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | New | 72 | 1 | 0.0% | — | 286 | +72 | New | Q1 2026 | May 04, 2026 |
| Burk Holdings LLC | History | New | 63 | 1 | 0.0% | — | 291 | +63 | New | Q1 2026 | May 07, 2026 |
| Kilter Group LLC | History | Added to | 75 | 1 | 0.0% | — | 283 | +61 | 435.71% | Q1 2026 | May 14, 2026 |
| Main Street Group, LTD | History | New | 59 | 1 | 0.0% | — | 289 | +59 | New | Q1 2026 | May 06, 2026 |
| SHP Wealth Management | History | New | 56 | 1 | 0.0% | — | 287 | +56 | New | Q1 2026 | May 08, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 52 | 1 | 0.0% | — | 288 | +52 | New | Q1 2026 | May 07, 2026 |
| Vanguard National Trust Co | History | New | 48 | 1 | 0.0% | — | 290 | +48 | New | Q1 2026 | May 08, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 56 | 1 | 0.0% | 0.0% | 275 | -40 | -41.67% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | Added to | 61 | 1 | 0.0% | — | 276 | +17 | 38.64% | Q1 2026 | May 13, 2026 |
| Basepoint Wealth LLC | History | Reduced | 61 | 1 | 0.0% | 0.0% | 285 | -10 | -14.08% | Q1 2026 | May 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Added to | 70 | 1 | 0.0% | 0.0% | 272 | +6 | 9.38% | Q1 2026 | Apr 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | No change | 78 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Community Bank, N.A. | History | No change | 54 | 1 | 0.0% | — | 274 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Spire Wealth Management | History | No change | 66 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 57 | 1 | 0.0% | — | 281 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 72 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boreal Capital Management LLC | History | No change | 46 | 1 | 0.0% | — | 284 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -451,787 | -100.0% | Q1 2026 | May 15, 2026 |
| XY Capital Ltd | History | Closed out | 0 | 0 | — | 1.48% | — | -150,417 | -100.0% | Q1 2026 | May 12, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -137,332 | -100.0% | Q1 2026 | May 15, 2026 |
| OLD MISSION CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -132,381 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -69,905 | -100.0% | Q1 2026 | Apr 23, 2026 |
| ABC ARBITRAGE SA | History | Closed out | 0 | 0 | — | 0.08% | — | -53,374 | -100.0% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -38,172 | -100.0% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,946 | -100.0% | Q1 2026 | May 15, 2026 |
| American Trust Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -17,944 | -100.0% | Q1 2026 | May 15, 2026 |