WINMARK CORP - WINA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 466,377 | 199,399 | 0.0% | 0.0% | 1 | +201,790 | 76.27% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 284,676 | 121,713 | 0.09% | 0.09% | 2 | -8,161 | -2.79% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 205,875 | 88,021 | 0.14% | 0.13% | 3 | -2,280 | -1.1% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 186,832 | 75,655 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AltraVue Capital, LLC | History | Reduced | 161,863 | 69,204 | 5.96% | 5.81% | 5 | -12,210 | -7.01% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 150,369 | 64,290 | 0.05% | 0.04% | 6 | -1,649 | -1.08% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 137,822 | 58,925 | 0.0% | — | 7 | +137,822 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 123,645 | 52,864 | 0.0% | 0.0% | 8 | +39,823 | 47.51% | Q1 2026 | May 15, 2026 |
| Port Capital LLC | History | Reduced | 98,186 | 41,979 | 1.87% | 1.71% | 9 | -2 | -0.0% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 96,419 | 41,223 | 0.17% | 0.15% | 10 | +105 | 0.11% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 95,370 | 40,775 | 0.01% | 0.01% | 11 | -9,317 | -8.9% | Q1 2026 | May 05, 2026 |
| Nine Ten Capital Management LLC | History | No change | 83,671 | 35,774 | 11.36% | 10.73% | 12 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 81,317 | 34,773 | 0.0% | 0.0% | 13 | +2,690 | 3.42% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 74,379 | 31,800 | 0.01% | 0.01% | 14 | +3,771 | 5.34% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 75,422 | 30,541 | 0.01% | 0.01% | 15 | -2,701 | -3.46% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 70,018 | 29,936 | 0.0% | 0.0% | 16 | -12,368 | -15.01% | Q1 2026 | May 15, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 64,947 | 27,768 | 0.62% | 0.6% | 17 | -1,188 | -1.8% | Q1 2026 | May 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 50,773 | 21,707 | 0.0% | — | 18 | +50,773 | New | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 42,738 | 18,273 | 0.03% | 0.03% | 19 | +1,440 | 3.49% | Q1 2026 | May 06, 2026 |
| Man Group plc | History | Added to | 37,362 | 15,974 | 0.03% | 0.03% | 20 | +663 | 1.81% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 35,407 | 15,138 | 0.0% | 0.0% | 21 | +1,602 | 4.74% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 33,508 | 14,326 | 0.0% | 0.0% | 22 | +13,413 | 66.75% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 30,770 | 13,155 | 0.0% | 0.0% | 23 | +7,384 | 31.57% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 30,530 | 13,053 | 0.02% | 0.02% | 24 | -2,785 | -8.36% | Q1 2026 | May 14, 2026 |
| Select Equity Group, L.P. | History | Added to | 30,409 | 13,001 | 0.07% | 0.05% | 25 | +54 | 0.18% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 27,361 | 11,587 | 0.0% | 0.0% | 26 | +8,548 | 45.44% | Q1 2026 | May 14, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | No change | 26,600 | 11,372 | 0.4% | 0.38% | 27 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 25,794 | 11,028 | 0.0% | 0.0% | 28 | +991 | 4.0% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 22,396 | 9,575 | 0.0% | 0.0% | 29 | +15,517 | 225.57% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 22,086 | 9,565 | 0.02% | 0.01% | 30 | +2,350 | 11.91% | Q1 2026 | May 05, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 19,432 | 8,308 | 0.0% | — | 31 | +19,432 | New | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 19,362 | 8,278 | 0.0% | 0.0% | 32 | -2,055 | -9.6% | Q1 2026 | May 04, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 18,847 | 8,057 | 0.06% | 0.04% | 33 | +3,738 | 24.74% | Q1 2026 | Apr 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 17,928 | 7,665 | 0.0% | 0.0% | 34 | +1,629 | 9.99% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 16,620 | 7,105 | 0.15% | 0.14% | 35 | +215 | 1.31% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | No change | 14,915 | 6,376 | 0.58% | 0.52% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 14,827 | 6,339 | 0.0% | 0.0% | 37 | +3,394 | 29.69% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,735 | 6,299 | 0.01% | 0.01% | 38 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 14,712 | 6,289 | 0.0% | 0.0% | 39 | +1,886 | 14.7% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 14,512 | 6,204 | 0.0% | 0.0% | 40 | -2,722 | -15.79% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 14,371 | 6,144 | 0.0% | — | 41 | +14,371 | New | Q1 2026 | May 04, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 14,358 | 6,138 | 0.39% | 0.39% | 42 | +46 | 0.32% | Q1 2026 | May 12, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 12,103 | 5,174 | 0.04% | 0.03% | 43 | +114 | 0.95% | Q1 2026 | May 11, 2026 |
| Vest Financial, LLC | History | Added to | 11,610 | 4,963 | 0.06% | 0.05% | 44 | +1,062 | 10.07% | Q1 2026 | Apr 23, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 10,766 | 4,602 | 0.0% | 0.0% | 45 | +3,175 | 41.83% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 10,563 | 4,516 | 0.01% | — | 46 | +10,563 | New | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 10,284 | 4,397 | 0.0% | 0.0% | 47 | -1,901 | -15.6% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 9,987 | 4,269 | 0.06% | 0.06% | 48 | +280 | 2.88% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | New | 9,477 | 4,051 | 0.02% | — | 49 | +9,477 | New | Q1 2026 | May 15, 2026 |
| LGT Fund Management Co Ltd. | History | Reduced | 9,260 | 3,959 | 0.17% | 0.33% | 50 | -1,025 | -9.97% | Q1 2026 | Apr 28, 2026 |
| Squarepoint Ops LLC | History | Added to | 8,702 | 3,720 | 0.0% | 0.0% | 51 | +5,148 | 144.85% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 8,588 | 3,671 | 0.05% | — | 52 | +8,588 | New | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,518 | 3,642 | 0.0% | 0.0% | 53 | -107 | -1.24% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 7,958 | 3,402 | 0.0% | 0.0% | 54 | +2,202 | 38.26% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | New | 7,540 | 3,223 | 0.03% | — | 55 | +7,540 | New | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 7,358 | 3,145 | 0.0% | 0.0% | 56 | +294 | 4.16% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Added to | 6,698 | 2,863 | 0.0% | 0.0% | 57 | +3,623 | 117.82% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 6,664 | 2,849 | 0.0% | 0.0% | 58 | +14 | 0.21% | Q1 2026 | May 13, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Reduced | 6,455 | 2,759 | 0.85% | 0.86% | 59 | -1,731 | -21.15% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,403 | 2,737 | 0.0% | 0.0% | 60 | -343 | -5.08% | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 6,246 | 2,670 | 0.0% | 0.0% | 61 | -83 | -1.31% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,168 | 2,637 | 0.01% | 0.01% | 62 | -98 | -1.56% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | No change | 5,960 | 2,548 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 5,934 | 2,537 | 0.0% | 0.0% | 64 | +4,414 | 290.39% | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | Added to | 5,224 | 2,234 | 0.06% | 0.06% | 65 | +67 | 1.3% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 5,182 | 2,215 | 0.0% | 0.0% | 66 | +2,029 | 64.35% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 5,114 | 2,186 | 0.0% | 0.0% | 67 | +12 | 0.24% | Q1 2026 | Apr 27, 2026 |
| OP Asset Management Ltd | History | Added to | 5,044 | 2,156 | 0.03% | 0.02% | 68 | +1,000 | 24.73% | Q1 2026 | Apr 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 4,770 | 2,039 | 0.01% | 0.01% | 69 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 4,740 | 2,026 | 0.0% | 0.0% | 70 | +1,974 | 71.37% | Q1 2026 | May 01, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 4,719 | 2,017 | 0.0% | 0.0% | 71 | +3,757 | 390.54% | Q1 2026 | May 15, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Added to | 4,473 | 1,912 | 0.33% | 0.29% | 72 | +54 | 1.22% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 4,507 | 1,903 | 0.0% | 0.0% | 73 | +212 | 4.94% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,167 | 1,781 | 0.0% | 0.0% | 74 | -147 | -3.41% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 4,106 | 1,758 | 0.0% | 0.0% | 75 | +691 | 20.23% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 3,973 | 1,698 | 0.0% | 0.0% | 76 | +1,075 | 37.09% | Q1 2026 | May 15, 2026 |
| Stonebridge Capital Advisors LLC | History | Reduced | 3,835 | 1,639 | 0.11% | 0.12% | 77 | -500 | -11.53% | Q1 2026 | May 14, 2026 |
| ANCHOR CAPITAL ADVISORS LLC | History | Reduced | 3,731 | 1,595 | 0.05% | 0.04% | 78 | -1 | -0.03% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 3,493 | 1,493 | 0.0% | 0.0% | 79 | +208 | 6.33% | Q1 2026 | May 06, 2026 |
| DGS Capital Management, LLC | History | Added to | 3,426 | 1,464 | 0.24% | 0.21% | 80 | +340 | 11.02% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,311 | 1,415 | 0.0% | 0.0% | 81 | -10,476 | -75.98% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 3,098 | 1,324 | 0.0% | — | 82 | +3,098 | New | Q1 2026 | May 13, 2026 |
| PROMETHIUM ADVISORS,LLC | History | Reduced | 3,064 | 1,310 | 0.68% | 1.29% | 83 | -2,855 | -48.23% | Q1 2026 | Apr 22, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 2,951 | 1,260 | 0.01% | 0.01% | 84 | +1,473 | 99.66% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 3,080 | 1,247 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 2,918 | 1,244 | 0.0% | 0.0% | 86 | +2,243 | 332.3% | Q1 2026 | May 14, 2026 |
| SEB Asset Management AB | History | New | 2,674 | 1,143 | 0.0% | — | 87 | +2,674 | New | Q1 2026 | May 07, 2026 |
| Roundview Capital LLC | History | Reduced | 2,437 | 1,041 | 0.06% | 0.06% | 88 | -156 | -6.02% | Q1 2026 | May 08, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 2,283 | 976 | 0.01% | 0.0% | 89 | +1,424 | 165.77% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Added to | 2,193 | 937 | 0.04% | 0.01% | 90 | +1,381 | 170.07% | Q1 2026 | May 14, 2026 |
| WINTON GROUP Ltd | History | New | 2,150 | 919 | 0.03% | — | 91 | +2,150 | New | Q1 2026 | May 12, 2026 |
| State of Tennessee, Department of Treasury | History | New | 2,127 | 909 | 0.0% | — | 92 | +2,127 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,105 | 900 | 0.0% | 0.0% | 93 | +386 | 22.45% | Q1 2026 | May 15, 2026 |
| SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC | History | Reduced | 2,050 | 876 | 0.18% | 0.18% | 94 | -100 | -4.65% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,038 | 871 | 0.0% | 0.0% | 95 | +175 | 9.39% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 2,023 | 864 | 0.0% | 0.0% | 96 | +802 | 65.68% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,019 | 863 | 0.0% | 0.0% | 97 | -70 | -3.35% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 1,972 | 842 | 0.0% | 0.0% | 98 | -45 | -2.23% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,959 | 837 | 0.0% | 0.0% | 99 | -2,780 | -58.66% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 1,905 | 814 | 0.0% | — | 100 | +1,905 | New | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 1,899 | 811 | 0.01% | 0.01% | 101 | -43 | -2.21% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 1,881 | 804 | 0.09% | 0.06% | 102 | +535 | 39.75% | Q1 2026 | Apr 24, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 1,803 | 770 | 0.01% | — | 103 | +1,803 | New | Q1 2026 | Apr 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 1,711 | 731 | 0.0% | 0.01% | 104 | -4,249 | -71.29% | Q1 2026 | Apr 30, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 1,644 | 703 | 0.0% | 0.0% | 105 | +4 | 0.24% | Q1 2026 | Apr 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 1,605 | 686 | 0.0% | 0.0% | 106 | -129 | -7.44% | Q1 2026 | May 14, 2026 |
| Morningstar Investment Management LLC | History | Reduced | 1,601 | 684 | 0.04% | 0.05% | 107 | -424 | -20.94% | Q1 2026 | May 14, 2026 |
| WHITE PINE CAPITAL LLC | History | Reduced | 1,580 | 675 | 0.19% | 0.18% | 108 | -29 | -1.8% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 1,578 | 674 | 0.01% | 0.02% | 109 | -161 | -9.26% | Q1 2026 | Apr 27, 2026 |
| Engineers Gate Manager LP | History | Added to | 1,548 | 661 | 0.01% | 0.01% | 110 | +134 | 9.48% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | New | 1,508 | 644 | 0.01% | — | 111 | +1,508 | New | Q1 2026 | May 05, 2026 |
| MAVERICK CAPITAL LTD | History | Reduced | 1,506 | 643 | 0.01% | 0.03% | 112 | -5,429 | -78.28% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,500 | 641 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Laurus Global Equity Management Inc. | History | Reduced | 1,430 | 611 | 0.6% | 0.86% | 114 | -1,170 | -45.0% | Q1 2026 | Apr 01, 2026 |
| CWA Asset Management Group, LLC | History | Reduced | 1,427 | 610 | 0.02% | 0.02% | 116 | -280 | -16.4% | Q1 2026 | Apr 20, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 1,429 | 610 | 0.01% | 0.01% | 115 | -59 | -3.97% | Q1 2026 | Apr 16, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,398 | 597 | 0.0% | 0.0% | 117 | +15 | 1.08% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 1,384 | 591 | 0.0% | 0.0% | 118 | -38 | -2.67% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | New | 1,300 | 555 | 0.01% | — | 119 | +1,300 | New | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,288 | 550 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 1,258 | 537 | 0.0% | 0.0% | 121 | -147 | -10.46% | Q1 2026 | May 08, 2026 |
| AlphaQuest LLC | History | No change | 1,317 | 533 | 0.03% | 0.03% | 122 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Inspire Investing, LLC | History | Added to | 1,192 | 509 | 0.04% | 0.04% | 123 | +36 | 3.11% | Q1 2026 | Apr 23, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,173 | 501 | 0.0% | — | 124 | +1,173 | New | Q1 2026 | May 08, 2026 |
| Entropy Technologies, LP | History | New | 1,120 | 478 | 0.02% | — | 125 | +1,120 | New | Q1 2026 | May 14, 2026 |
| Vancity Investment Management Ltd | History | Added to | 1,073 | 459 | 0.07% | 0.06% | 126 | +51 | 4.99% | Q1 2026 | May 15, 2026 |
| KNIGHTSBRIDGE ASSET MANAGEMENT, LLC | History | Reduced | 1,063 | 454 | 0.06% | 0.07% | 127 | -84 | -7.32% | Q1 2026 | May 15, 2026 |
| AVIVA PLC | History | Reduced | 1,018 | 435 | 0.0% | 0.0% | 128 | -132 | -11.48% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 1,017 | 434 | 0.0% | 0.0% | 129 | +176 | 20.93% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Reduced | 979 | 418 | 0.01% | 0.01% | 130 | -251 | -20.41% | Q1 2026 | May 08, 2026 |
| OMERS ADMINISTRATION Corp | History | Added to | 963 | 411 | 0.0% | 0.0% | 131 | +120 | 14.23% | Q1 2026 | May 15, 2026 |
| Murphy Pohlad Asset Management LLC | History | No change | 940 | 401 | 0.14% | 0.15% | 132 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| OneAscent Financial Services LLC | History | Added to | 930 | 397 | 0.02% | 0.03% | 133 | +3 | 0.32% | Q1 2026 | Apr 21, 2026 |
| FIFTH THIRD BANCORP | History | New | 921 | 393 | 0.0% | — | 134 | +921 | New | Q1 2026 | May 01, 2026 |
| Headlands Technologies LLC | History | New | 912 | 389 | 0.04% | — | 136 | +912 | New | Q1 2026 | May 13, 2026 |
| Mission Creek Capital Partners, Inc. | History | Added to | 911 | 389 | 0.08% | 0.05% | 135 | +341 | 59.82% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Reduced | 893 | 381 | 0.0% | 0.0% | 137 | -547 | -37.99% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Added to | 852 | 364 | 0.0% | 0.0% | 138 | +758 | 806.38% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 831 | 355 | 0.0% | 0.0% | 139 | -12 | -1.42% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 822 | 351 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | New | 788 | 336 | 0.0% | — | 141 | +788 | New | Q1 2026 | Apr 24, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 784 | 335 | 0.0% | — | 142 | +784 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | New | 731 | 312 | 0.0% | — | 143 | +731 | New | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 726 | 310 | 0.0% | 0.0% | 144 | +3 | 0.41% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 718 | 306 | 0.0% | 0.0% | 145 | +134 | 22.95% | Q1 2026 | May 15, 2026 |
| Blueshift Asset Management, LLC | History | New | 715 | 305 | 0.09% | — | 146 | +715 | New | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | New | 679 | 290 | 0.0% | — | 147 | +679 | New | Q1 2026 | Apr 29, 2026 |
| BAILARD, INC. | History | No change | 671 | 286 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 660 | 282 | 0.0% | 0.0% | 149 | -7,231 | -91.64% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 659 | 281 | 0.0% | 0.0% | 150 | -507 | -43.48% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | New | 650 | 277 | 0.0% | — | 151 | +650 | New | Q1 2026 | May 04, 2026 |
| Numerai GP LLC | History | New | 621 | 265 | 0.03% | — | 152 | +621 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 600 | 256 | 0.0% | — | 153 | +600 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | New | 593 | 254 | 0.0% | — | 154 | +593 | New | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 588 | 251 | 0.0% | 0.0% | 155 | -5,859 | -90.88% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 554 | 236 | 0.0% | 0.0% | 156 | -302 | -35.28% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | New | 549 | 234 | 0.02% | — | 157 | +549 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 545 | 233 | 0.0% | 0.0% | 158 | +69 | 14.5% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | New | 537 | 229 | 0.0% | — | 159 | +537 | New | Q1 2026 | Apr 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 513 | 219 | 0.0% | 0.0% | 160 | -9 | -1.72% | Q1 2026 | May 12, 2026 |
| Vise Technologies, Inc. | History | No change | 526 | 212 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Amundi | History | New | 495 | 211 | 0.0% | — | 162 | +495 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 490 | 210 | 0.0% | — | 163 | +490 | New | Q1 2026 | Apr 08, 2026 |
| Empowered Funds, LLC | History | New | 476 | 203 | 0.0% | — | 164 | +476 | New | Q1 2026 | May 14, 2026 |
| JMN Financial LLC | History | New | 473 | 202 | 0.2% | — | 165 | +473 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 343 | 146 | 0.0% | 0.0% | 166 | +53 | 18.28% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | New | 339 | 144 | 0.0% | — | 167 | +339 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 336 | 143 | 0.0% | 0.0% | 168 | +229 | 214.02% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 333 | 142 | 0.0% | 0.0% | 169 | -4,309 | -92.83% | Q1 2026 | Apr 16, 2026 |
| Pacer Advisors, Inc. | History | New | 334 | 142 | 0.0% | — | 170 | +334 | New | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Added to | 313 | 133 | 0.0% | 0.0% | 171 | +13 | 4.33% | Q1 2026 | Apr 20, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 310 | 131 | 0.0% | 0.0% | 172 | -761 | -71.06% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 321 | 129 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CENTAURUS FINANCIAL, INC. | History | No change | 251 | 107 | 0.01% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 249 | 106 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 216 | 92 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 213 | 89 | 0.0% | 0.0% | 177 | +1 | 0.47% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 190 | 76 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 158 | 67 | 0.0% | 0.0% | 179 | +3 | 1.94% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 152 | 64 | 0.0% | 0.0% | 180 | -483 | -76.06% | Q1 2026 | Apr 30, 2026 |
| Quantbot Technologies LP | History | New | 131 | 56 | 0.0% | — | 181 | +131 | New | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 108 | 46 | 0.0% | 0.0% | 182 | +70 | 184.21% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 99 | 42 | 0.0% | 0.0% | 183 | -73 | -42.44% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 97 | 41 | 0.0% | 0.0% | 184 | +22 | 29.33% | Q1 2026 | May 11, 2026 |
| WealthCollab, LLC | History | Added to | 89 | 38 | 0.02% | 0.01% | 185 | +2 | 2.3% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 79 | 33 | 0.0% | 0.0% | 186 | +26 | 49.06% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 74 | 31 | 0.0% | 0.0% | 187 | +35 | 89.74% | Q1 2026 | Apr 07, 2026 |
| State of Wyoming | History | Added to | 71 | 30 | 0.0% | 0.0% | 188 | +42 | 144.83% | Q1 2026 | May 13, 2026 |
| Geneos Wealth Management Inc. | History | No change | 70 | 29 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 67 | 28 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 58 | 24 | 0.0% | 0.0% | 191 | +2 | 3.57% | Q1 2026 | Jun 02, 2026 |
| Arax Advisory Partners | History | Reduced | 54 | 23 | 0.0% | 0.0% | 192 | -12 | -18.18% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | New | 46 | 19 | 0.0% | — | 195 | +46 | New | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 46 | 19 | 0.0% | 0.0% | 193 | +22 | 91.67% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 46 | 19 | 0.0% | 0.0% | 194 | +3 | 6.98% | Q1 2026 | Apr 06, 2026 |
| GAMMA Investing LLC | History | Added to | 41 | 17 | 0.0% | 0.0% | 196 | +29 | 241.67% | Q1 2026 | Apr 06, 2026 |
| Advisory Services Network, LLC | History | New | 37 | 15 | 0.0% | — | 197 | +37 | New | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 32 | 13 | 0.0% | 0.0% | 198 | -12 | -27.27% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 26 | 11 | 0.0% | 0.02% | 199 | -222 | -89.52% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 21 | 8 | 0.0% | — | 202 | +21 | New | Q1 2026 | May 07, 2026 |
| SHP Wealth Management | History | No change | 21 | 8 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bank of Jackson Hole Trust | History | No change | 20 | 8 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Align Financial, LLC | History | Reduced | 18 | 7 | 0.0% | 0.0% | 205 | -7,271 | -99.75% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 17 | 7 | 0.0% | 0.0% | 203 | +9 | 112.5% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 21 | 7 | 0.0% | 0.0% | 204 | +1 | 5.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 16 | 6 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15 | 6 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | No change | 15 | 6 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 14 | 5 | 0.0% | 0.0% | 209 | +6 | 75.0% | Q1 2026 | May 15, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 14 | 5 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Reduced | 10 | 4 | 0.0% | 0.0% | 214 | -11 | -52.38% | Q1 2026 | May 14, 2026 |
| FIRST HORIZON CORP | History | Added to | 10 | 4 | 0.0% | 0.0% | 211 | +5 | 100.0% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11 | 4 | 0.0% | 0.0% | 213 | +5 | 83.33% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10 | 4 | 0.0% | 0.0% | 212 | +3 | 42.86% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11 | 4 | 0.0% | 0.0% | 215 | +1 | 10.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 9 | 3 | 0.0% | 0.0% | 217 | -3 | -25.0% | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | Reduced | 9 | 3 | 0.0% | 0.0% | 218 | -1 | -10.0% | Q1 2026 | May 21, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 8 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 7 | 2 | 0.0% | 0.0% | 222 | -12 | -63.16% | Q1 2026 | Apr 13, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 5 | 2 | 0.0% | 0.0% | 224 | -8 | -61.54% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 6 | 2 | 0.0% | — | 220 | +5 | 500.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 6 | 2 | 0.0% | — | 225 | +5 | 500.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 5 | 2 | 0.0% | — | 226 | +5 | New | Q1 2026 | May 01, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 5 | 2 | 0.0% | 0.0% | 223 | -1 | -16.67% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5 | 2 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | No change | 5 | 2 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Reduced | 3 | 1 | 0.0% | 0.0% | 228 | -8 | -72.73% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 4 | 1 | 0.0% | — | 229 | +4 | New | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | No change | 3 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -51,781 | -100.0% | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,030 | -100.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.12% | — | -6,678 | -100.0% | Q1 2026 | May 15, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.01% | — | -4,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,922 | -100.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,637 | -100.0% | Q1 2026 | May 12, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Closed out | 0 | 0 | — | 0.02% | — | -1,700 | -100.0% | Q1 2026 | May 13, 2026 |
| CANNELL CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.32% | — | -1,647 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,558 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -1,452 | -100.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,085 | -100.0% | Q1 2026 | May 14, 2026 |
| MONIMUS CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.29% | — | -1,081 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -1,071 | -100.0% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,005 | -100.0% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -902 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -866 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -824 | -100.0% | Q1 2026 | May 08, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -813 | -100.0% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -790 | -100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -786 | -100.0% | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -777 | -100.0% | Q1 2026 | May 13, 2026 |
| City State Bank | History | Closed out | 0 | 0 | — | 0.08% | — | -750 | -100.0% | Q1 2026 | Apr 20, 2026 |
| TrueMark Investments, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -706 | -100.0% | Q1 2026 | Apr 20, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -705 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Snowden Capital Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -598 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -579 | -100.0% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -545 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -522 | -100.0% | Q1 2026 | May 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -518 | -100.0% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49 | -100.0% | Q1 2026 | May 12, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q1 2026 | Jun 02, 2026 |
| UMB Bank, n.a. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 11, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 04, 2026 |
| Larson Financial Group LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Avion Wealth | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MidFirst Bank | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |