Worthington Steel, Inc. - WS
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 5,104,629 | 154,925 | 0.0% | 0.0% | 1 | -351,582 | -6.44% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,287,641 | 148,438 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,520,318 | 76,484 | 0.02% | 0.02% | 3 | +68,775 | 2.81% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,276,276 | 69,084 | 0.0% | — | 4 | +2,276,276 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 2,264,356 | 68,723 | 0.0% | 0.0% | 5 | +411,693 | 22.22% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,623,452 | 49,271 | 0.0% | — | 6 | +1,623,452 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 956,241 | 33,105 | 0.01% | 0.01% | 7 | -58,902 | -5.8% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 837,890 | 25,434 | 0.0% | 0.0% | 8 | +62,694 | 8.09% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 739,057 | 22,430 | 0.0% | 0.0% | 9 | -72,775 | -8.96% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 564,797 | 17,141 | 0.07% | 0.06% | 10 | +34,728 | 6.55% | Q1 2026 | Apr 30, 2026 |
| T. Rowe Price Investment Management, Inc. | History | New | 528,301 | 16,034 | 0.01% | — | 11 | +528,301 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 488,685 | 14,831 | 0.0% | 0.0% | 12 | +86,088 | 21.38% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 417,661 | 12,676 | 0.01% | 0.01% | 13 | -68,702 | -14.13% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 413,585 | 12,552 | 0.03% | 0.03% | 14 | +47,913 | 13.1% | Q1 2026 | May 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 383,362 | 11,635 | 0.23% | 0.26% | 15 | +25,226 | 7.04% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 377,514 | 11,457 | 0.0% | 0.0% | 16 | +169,857 | 81.8% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 363,186 | 11,022 | 0.0% | 0.0% | 17 | +11,328 | 3.22% | Q1 2026 | May 14, 2026 |
| FIL Ltd | History | Added to | 360,509 | 10,941 | 0.01% | 0.01% | 18 | +123,713 | 52.24% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 355,010 | 10,774 | 0.0% | 0.0% | 19 | +159,238 | 81.34% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 341,410 | 10,361 | 0.0% | 0.0% | 20 | -5,606 | -1.62% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Reduced | 289,364 | 8,782 | 0.0% | 0.0% | 21 | -448 | -0.15% | Q1 2026 | Apr 30, 2026 |
| Windsor Advisory Group, LLC | History | Added to | 275,885 | 8,373 | 7.0% | 6.41% | 22 | +68,330 | 32.92% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 255,936 | 7,767 | 0.0% | 0.0% | 23 | +17,598 | 7.38% | Q1 2026 | May 05, 2026 |
| Empowered Funds, LLC | History | New | 240,916 | 7,311 | 0.05% | — | 24 | +240,916 | New | Q1 2026 | May 14, 2026 |
| CSM Advisors, LLC | History | Added to | 232,135 | 7,044 | 0.17% | 0.2% | 25 | +19,447 | 9.14% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 216,622 | 6,574 | 0.0% | — | 26 | +216,622 | New | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 206,905 | 6,279 | 0.02% | 0.03% | 27 | -4 | -0.0% | Q1 2026 | Apr 24, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 201,425 | 6,113 | 0.0% | 0.0% | 28 | +46,358 | 29.9% | Q1 2026 | May 04, 2026 |
| DENALI ADVISORS LLC | History | Added to | 199,415 | 6,052 | 0.67% | 0.26% | 29 | +131,715 | 194.56% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 186,438 | 5,658 | 0.01% | 0.01% | 30 | +35,638 | 23.63% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 170,985 | 5,189 | 0.0% | 0.0% | 31 | +116,455 | 213.56% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 170,063 | 5,161 | 0.01% | 0.01% | 32 | +20,440 | 13.66% | Q1 2026 | May 13, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 162,218 | 4,923 | 0.09% | 0.11% | 33 | -9,474 | -5.52% | Q1 2026 | Apr 24, 2026 |
| Lido Advisors, LLC | History | Reduced | 161,984 | 4,916 | 0.02% | 0.02% | 34 | -6,003 | -3.57% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 145,248 | 4,514 | 0.01% | 0.01% | 35 | -56,725 | -28.09% | Q1 2026 | May 05, 2026 |
| De Lisle Partners LLP | History | Added to | 129,194 | 3,922 | 0.47% | 0.22% | 36 | +80,000 | 162.62% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 119,440 | 3,625 | 0.0% | 0.01% | 37 | -27,867 | -18.92% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 118,994 | 3,611 | 0.0% | 0.0% | 38 | +48,425 | 68.62% | Q1 2026 | May 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 116,282 | 3,529 | 0.01% | 0.01% | 39 | +3,468 | 3.07% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 107,185 | 3,253 | 0.0% | 0.0% | 40 | +56,841 | 112.91% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 102,161 | 3,100 | 0.0% | 0.0% | 41 | +1,201 | 1.19% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 98,301 | 2,983 | 0.0% | 0.0% | 42 | -24,800 | -20.15% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 85,083 | 2,582 | 0.0% | 0.0% | 43 | +1,501 | 1.8% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 79,776 | 2,421 | 0.0% | 0.0% | 44 | -14,786 | -15.64% | Q1 2026 | Apr 16, 2026 |
| Smithfield Trust Co | History | No change | 76,116 | 2,309 | 0.1% | 0.12% | 45 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 75,220 | 2,282 | 0.0% | 0.0% | 46 | -5,924 | -7.3% | Q1 2026 | May 08, 2026 |
| Midwest Trust Co | History | Reduced | 73,887 | 2,242 | 0.03% | 0.03% | 47 | -2,051 | -2.7% | Q1 2026 | May 01, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 73,552 | 2,232 | 0.0% | 0.0% | 48 | -16,839 | -18.63% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 71,474 | 2,169 | 0.0% | 0.0% | 49 | +40,097 | 127.79% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 65,200 | 1,978 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 63,860 | 1,938 | 0.0% | 0.0% | 51 | +34,200 | 115.31% | Q1 2026 | May 06, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 62,538 | 1,898 | 0.02% | 0.02% | 52 | -2,728 | -4.18% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 61,300 | 1,860 | 0.0% | — | 53 | +61,300 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 55,486 | 1,684 | 0.0% | 0.0% | 54 | +40,013 | 258.6% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 53,528 | 1,624 | 0.0% | 0.0% | 55 | +2,371 | 4.63% | Q1 2026 | May 06, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 53,006 | 1,609 | 0.0% | 0.0% | 56 | -5,136 | -8.83% | Q1 2026 | Apr 27, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 52,083 | 1,580 | 0.0% | — | 57 | +52,083 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 50,883 | 1,544 | 0.0% | 0.0% | 58 | +16,788 | 49.24% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 50,528 | 1,533 | 0.0% | 0.0% | 59 | +16,352 | 47.85% | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | No change | 50,166 | 1,522 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 52,553 | 1,509 | 0.0% | 0.0% | 61 | +4,396 | 9.13% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,149 | 1,461 | 0.0% | 0.0% | 62 | +32,404 | 205.81% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 47,996 | 1,456 | 0.0% | 0.0% | 63 | +614 | 1.3% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 47,189 | 1,432 | 0.0% | 0.0% | 64 | -117,699 | -71.38% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 44,807 | 1,359 | 0.0% | 0.0% | 65 | +3,530 | 8.55% | Q1 2026 | May 06, 2026 |
| WINTON GROUP Ltd | History | Reduced | 41,484 | 1,259 | 0.04% | 0.1% | 66 | -42,289 | -50.48% | Q1 2026 | May 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 41,420 | 1,257 | 0.02% | 0.03% | 67 | -2,299 | -5.26% | Q1 2026 | Apr 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 41,180 | 1,249 | 0.02% | 0.0% | 68 | +29,718 | 259.27% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 35,899 | 1,242 | 0.07% | 0.07% | 69 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 39,660 | 1,204 | 0.0% | 0.0% | 70 | +6,710 | 20.36% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 39,290 | 1,192 | 0.01% | 0.1% | 71 | -247,456 | -86.3% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 38,355 | 1,164 | 0.0% | 0.0% | 72 | -15,774 | -29.14% | Q1 2026 | May 14, 2026 |
| Weiss Asset Management LP | History | Added to | 36,300 | 1,101 | 0.02% | 0.01% | 73 | +12,126 | 50.16% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 34,451 | 1,045 | 0.0% | 0.01% | 74 | -73,349 | -68.04% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 33,244 | 1,008 | 0.0% | 0.0% | 75 | -22 | -0.07% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | New | 32,943 | 999 | 0.02% | — | 76 | +32,943 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 31,766 | 964 | 0.0% | 0.0% | 77 | -245 | -0.77% | Q1 2026 | May 15, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 29,316 | 889 | 0.0% | — | 79 | +29,316 | New | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,305 | 889 | 0.0% | 0.0% | 78 | +16,085 | 121.67% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 29,053 | 881 | 0.0% | 0.0% | 80 | -1,469 | -4.81% | Q1 2026 | May 08, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 28,147 | 854 | 0.0% | 0.0% | 81 | -350 | -1.23% | Q1 2026 | Apr 22, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 27,255 | 827 | 0.0% | — | 82 | +27,255 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 26,603 | 807 | 0.0% | 0.0% | 83 | -23,095 | -46.47% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 25,689 | 779 | 0.0% | — | 84 | +25,689 | New | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 25,153 | 763 | 0.02% | — | 85 | +25,153 | New | Q1 2026 | Apr 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 24,635 | 748 | 0.06% | 0.04% | 86 | +10,129 | 69.83% | Q1 2026 | Apr 28, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 24,231 | 735 | 0.0% | 0.0% | 87 | -1,071 | -4.23% | Q1 2026 | May 15, 2026 |
| GERBER, LLC | History | No change | 24,108 | 731 | 0.41% | 0.47% | 88 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| G2 CAPITAL MANAGEMENT, LLC / OH | History | Added to | 22,771 | 691 | 0.17% | 0.15% | 89 | +4,301 | 23.29% | Q1 2026 | May 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 22,299 | 676 | 0.06% | — | 90 | +22,299 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 21,704 | 659 | 0.0% | 0.0% | 91 | -650 | -2.91% | Q1 2026 | May 01, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 21,705 | 658 | 0.01% | 0.01% | 92 | +2,864 | 15.2% | Q1 2026 | Apr 20, 2026 |
| STRS OHIO | History | Added to | 21,600 | 655 | 0.0% | 0.0% | 93 | +1,200 | 5.88% | Q1 2026 | Apr 24, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 21,556 | 654 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cardinal Capital Management | History | Added to | 21,473 | 651 | 0.08% | 0.09% | 95 | +1,176 | 5.79% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 20,663 | 627 | 0.0% | 0.0% | 96 | +10,936 | 112.43% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 20,376 | 618 | 0.01% | 0.01% | 97 | +3,941 | 23.98% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 19,971 | 606 | 0.0% | 0.0% | 98 | -1,870 | -8.56% | Q1 2026 | May 06, 2026 |
| VIRTUS ADVISERS, LLC | History | New | 19,705 | 598 | 0.28% | — | 99 | +19,705 | New | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 19,668 | 596 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 16,112 | 557 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 17,366 | 527 | 0.0% | 0.0% | 102 | +488 | 2.89% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 17,080 | 518 | 0.01% | 0.01% | 103 | -1,104 | -6.07% | Q1 2026 | Apr 27, 2026 |
| Vident Advisory, LLC | History | Reduced | 16,828 | 510 | 0.0% | 0.01% | 104 | -1,175 | -6.53% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 15,886 | 482 | 0.0% | 0.0% | 105 | +1,480 | 10.27% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 15,419 | 467 | 0.0% | 0.0% | 106 | +160 | 1.05% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 15,137 | 459 | 0.07% | 0.31% | 107 | -23,903 | -61.23% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,459 | 439 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 14,400 | 437 | 0.01% | 0.01% | 109 | -500 | -3.36% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 14,366 | 436 | 0.0% | 0.0% | 110 | -443 | -2.99% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,159 | 429 | 0.0% | 0.0% | 111 | +1,948 | 15.95% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 14,591 | 426 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 15,531 | 393 | 0.13% | 0.0% | 113 | +15,474 | 27147.37% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | New | 12,207 | 370 | 0.0% | — | 114 | +12,207 | New | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | Added to | 12,148 | 368 | 0.02% | 0.03% | 115 | +1 | 0.01% | Q1 2026 | Apr 21, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 12,011 | 364 | 0.01% | 0.02% | 116 | -15,860 | -56.91% | Q1 2026 | May 13, 2026 |
| HARVEST MANAGEMENT LLC | History | New | 12,000 | 364 | 0.18% | — | 117 | +12,000 | New | Q1 2026 | May 15, 2026 |
| IFG Advisory, LLC | History | New | 12,000 | 364 | 1.04% | — | 118 | +12,000 | New | Q1 2026 | May 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 11,716 | 356 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| M&T BANK CORP | History | Added to | 11,216 | 340 | 0.0% | 0.0% | 120 | +30 | 0.27% | Q1 2026 | May 12, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 11,175 | 339 | 0.01% | 0.01% | 121 | -300 | -2.61% | Q1 2026 | Apr 16, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 10,400 | 315 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 10,329 | 314 | 0.0% | 0.0% | 123 | -813 | -7.3% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 10,300 | 312 | 0.04% | 0.02% | 124 | +3,932 | 61.75% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | New | 10,000 | 303 | 0.01% | — | 126 | +10,000 | New | Q1 2026 | May 15, 2026 |
| World Investment Advisors | History | Reduced | 10,000 | 303 | 0.0% | 0.01% | 125 | -16 | -0.16% | Q1 2026 | Apr 27, 2026 |
| AMALGAMATED BANK | History | Reduced | 9,372 | 284 | 0.0% | 0.0% | 127 | -100 | -1.06% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 9,078 | 275 | 0.0% | 0.0% | 129 | -3,310 | -26.72% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 9,068 | 275 | 0.0% | 0.0% | 128 | -1,182 | -11.53% | Q1 2026 | May 11, 2026 |
| Arizona State Retirement System | History | Reduced | 9,081 | 275 | 0.0% | 0.0% | 130 | -111 | -1.21% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,085 | 275 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,792 | 266 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Summit Financial Strategies, Inc. | History | No change | 8,771 | 266 | 0.02% | 0.02% | 133 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 8,649 | 262 | 0.0% | 0.0% | 134 | -143 | -1.63% | Q1 2026 | Apr 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 8,526 | 258 | 0.0% | 0.01% | 136 | -12,914 | -60.23% | Q1 2026 | May 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 8,529 | 258 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,321 | 252 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | No change | 8,286 | 251 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 8,208 | 249 | 0.0% | 0.0% | 139 | -717 | -8.03% | Q1 2026 | May 11, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 6,375 | 244 | 0.0% | 0.0% | 140 | +33 | 0.52% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 8,041 | 244 | 0.0% | 0.0% | 141 | -13 | -0.16% | Q1 2026 | May 01, 2026 |
| Moran Wealth Management, LLC | History | New | 8,029 | 243 | 0.01% | — | 142 | +8,029 | New | Q1 2026 | Apr 27, 2026 |
| Cerity Partners LLC | History | Reduced | 8,002 | 242 | 0.0% | 0.0% | 143 | -225 | -2.73% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,769 | 235 | 0.0% | 0.0% | 144 | +2,120 | 37.53% | Q1 2026 | May 15, 2026 |
| Frazier Financial Advisors, LLC | History | Added to | 7,674 | 232 | 0.13% | 0.16% | 145 | +24 | 0.31% | Q1 2026 | May 05, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 7,517 | 228 | 0.01% | — | 146 | +7,517 | New | Q1 2026 | May 11, 2026 |
| Mountain Lake Investment Management LLC | History | New | 7,500 | 227 | 0.15% | — | 147 | +7,500 | New | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 7,456 | 226 | 0.0% | — | 149 | +7,456 | New | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 7,455 | 226 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,393 | 224 | 0.0% | 0.0% | 150 | -2,203 | -22.96% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,400 | 224 | 0.0% | 0.0% | 151 | +500 | 7.25% | Q1 2026 | Apr 29, 2026 |
| Summit Global Investments | History | Reduced | 7,149 | 217 | 0.01% | 0.04% | 152 | -13,087 | -64.67% | Q1 2026 | May 07, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 7,143 | 216 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 6,807 | 206 | 0.01% | 0.01% | 154 | -607 | -8.19% | Q1 2026 | May 15, 2026 |
| Beacon Financial Advisory LLC | History | No change | 6,797 | 206 | 0.05% | 0.05% | 155 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,604 | 200 | 0.0% | 0.0% | 156 | -16,299 | -71.17% | Q1 2026 | May 05, 2026 |
| BARCLAYS PLC | History | Reduced | 6,386 | 193 | 0.0% | 0.0% | 157 | -44,841 | -87.53% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 4,773 | 144 | 0.04% | 0.05% | 158 | -485 | -9.22% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 4,696 | 142 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 4,421 | 134 | 0.0% | 0.0% | 160 | -5,159 | -53.85% | Q1 2026 | May 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,500 | 106 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,903 | 88 | 0.0% | 0.0% | 162 | +2,074 | 250.18% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,913 | 88 | 0.0% | 0.0% | 164 | +1,349 | 86.25% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 2,922 | 88 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,746 | 83 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 2,699 | 81 | 0.0% | — | 166 | +2,699 | New | Q1 2026 | Apr 29, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 2,220 | 62 | 0.0% | 0.0% | 167 | +1,113 | 100.54% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,914 | 58 | 0.0% | 0.0% | 168 | +247 | 14.82% | Q1 2026 | Apr 06, 2026 |
| CWM, LLC | History | Added to | 1,789 | 54 | 0.0% | 0.0% | 169 | +54 | 3.11% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,710 | 52 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OP Asset Management Ltd | History | New | 1,627 | 49 | 0.0% | — | 171 | +1,627 | New | Q1 2026 | Apr 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,603 | 48 | 0.0% | 0.0% | 172 | -15,430 | -90.59% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | No change | 1,415 | 42 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,367 | 41 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,320 | 40 | 0.0% | 0.0% | 175 | +570 | 76.0% | Q1 2026 | May 14, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,012 | 38 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Clean Yield Group | History | No change | 1,200 | 36 | 0.01% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,139 | 35 | 0.0% | 0.0% | 178 | +229 | 25.16% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,125 | 34 | 0.0% | 0.0% | 179 | +11 | 0.99% | Q1 2026 | May 11, 2026 |
| Ritter Daniher Financial Advisory LLC / DE | History | No change | 1,150 | 34 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,089 | 33 | 0.0% | 0.0% | 181 | -805 | -42.5% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,079 | 32 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Anchor Investment Management, LLC | History | No change | 999 | 30 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Key FInancial Inc | History | No change | 1,002 | 30 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| GGM Financial LLC | History | No change | 699 | 21 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Founders Capital Management | History | New | 600 | 18 | 0.01% | — | 189 | +600 | New | Q1 2026 | Apr 21, 2026 |
| Parallel Advisors, LLC | History | Added to | 619 | 18 | 0.0% | 0.0% | 187 | +562 | 985.96% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 600 | 18 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| McMillan Office, Inc. | History | No change | 600 | 18 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 576 | 17 | 0.0% | 0.0% | 190 | +57 | 10.98% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 575 | 17 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Cassaday & Co Wealth Management LLC | History | New | 489 | 14 | 0.0% | — | 193 | +489 | New | Q1 2026 | May 07, 2026 |
| ORG Partners LLC | History | No change | 410 | 14 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ASSETMARK, INC | History | New | 443 | 13 | 0.0% | — | 194 | +443 | New | Q1 2026 | May 06, 2026 |
| Ascentis Independent Advisors | History | New | 410 | 12 | 0.0% | — | 197 | +410 | New | Q1 2026 | Apr 28, 2026 |
| Rossby Financial, LCC | History | New | 400 | 12 | 0.0% | — | 198 | +400 | New | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 397 | 12 | 0.0% | 0.0% | 196 | +285 | 254.46% | Q1 2026 | Apr 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 398 | 12 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 390 | 11 | 0.0% | 0.0% | 199 | +35 | 9.86% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 360 | 10 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | No change | 356 | 10 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Nvest Wealth Strategies, Inc. | History | No change | 334 | 10 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Allworth Financial LP | History | Added to | 325 | 9 | 0.0% | 0.0% | 204 | +43 | 15.25% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | No change | 311 | 9 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Caldwell Trust Co | History | Reduced | 252 | 7 | 0.0% | 0.01% | 207 | -1,500 | -85.62% | Q1 2026 | Apr 22, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 250 | 7 | 0.0% | 0.0% | 206 | -500 | -66.67% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Added to | 248 | 7 | 0.0% | 0.0% | 205 | +15 | 6.44% | Q1 2026 | May 14, 2026 |
| Kemnay Advisory Services Inc. | History | New | 226 | 6 | 0.0% | — | 209 | +226 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 223 | 6 | 0.0% | 0.0% | 208 | -53 | -19.2% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Added to | 186 | 5 | 0.0% | 0.0% | 211 | +68 | 57.63% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | No change | 183 | 5 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Salomon & Ludwin, LLC | History | No change | 195 | 5 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Reduced | 156 | 4 | 0.0% | 0.0% | 213 | -4 | -2.5% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 150 | 4 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 102 | 3 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | No change | 108 | 3 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strengthening Families & Communities, LLC | History | New | 96 | 2 | 0.0% | — | 219 | +96 | New | Q1 2026 | May 11, 2026 |
| Investors Portfolio Services LLC | History | New | 65 | 2 | 0.0% | — | 220 | +65 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 65 | 2 | 0.0% | 0.0% | 218 | +3 | 4.84% | Q1 2026 | Apr 27, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 69 | 2 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Arax Advisory Partners | History | Reduced | 38 | 1 | 0.0% | 0.0% | 224 | -60 | -61.22% | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 51 | 1 | 0.0% | — | 230 | +51 | New | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 41 | 1 | 0.0% | — | 231 | +41 | New | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Added to | 55 | 1 | 0.0% | 0.0% | 228 | +5 | 10.0% | Q1 2026 | May 15, 2026 |
| TD Capital Management LLC | History | Added to | 35 | 1 | 0.0% | 0.0% | 222 | +1 | 2.94% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 40 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 40 | 1 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Sunbelt Securities, Inc. | History | No change | 63 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| High Note Wealth, LLC | History | No change | 47 | 1 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 48 | 1 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -76,728 | -100.0% | Q1 2026 | May 15, 2026 |
| LeClair Wealth Partners LLC | History | Closed out | 0 | 0 | — | 1.17% | — | -58,314 | -100.0% | Q1 2026 | May 05, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -39,173 | -100.0% | Q1 2026 | May 14, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -29,316 | -100.0% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -28,450 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -22,615 | -100.0% | Q1 2026 | May 14, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -22,463 | -100.0% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,280 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,384 | -100.0% | Q1 2026 | May 15, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -13,346 | -100.0% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,816 | -100.0% | Q1 2026 | May 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,973 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.04% | — | -7,100 | -100.0% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -7,002 | -100.0% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,858 | -100.0% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,384 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Closed out | 0 | 0 | — | 0.0% | — | -6,162 | -100.0% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,049 | -100.0% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,022 | -100.0% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,015 | -100.0% | Q1 2026 | May 04, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,667 | -100.0% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -2,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,941 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Torren Management, LLC | History | Reduced | 17 | 0 | — | 0.02% | — | -1,356 | -98.76% | Q1 2026 | Apr 30, 2026 |
| Kohmann Bosshard Financial Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 01, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 21 | 0 | — | — | — | +18 | 600.0% | Q1 2026 | Apr 24, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 15 | 0 | — | — | — | +7 | 87.5% | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 9 | 0 | — | — | — | +7 | 350.0% | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Essential Partners LLC | History | Reduced | 18 | 0 | — | — | — | -4 | -18.18% | Q1 2026 | May 21, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SBI Securities Co., Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | No change | 30 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ankerstar Wealth, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |