WINTRUST FINANCIAL CORP - WTFC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 6,747,204 | 943,394 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 6,296,593 | 874,848 | 0.02% | 0.01% | 2 | +131,739 | 2.14% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 5,286,382 | 734,489 | 0.04% | 0.04% | 3 | -98,385 | -1.83% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,586,873 | 498,360 | 0.03% | — | 4 | +3,586,873 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,025,764 | 420,399 | 0.01% | — | 5 | +3,025,764 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,701,984 | 375,389 | 0.08% | 0.08% | 6 | -5,693 | -0.21% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 2,586,355 | 359,348 | 0.01% | 0.01% | 7 | -88,261 | -3.3% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 1,830,268 | 254,297 | 0.18% | 0.15% | 8 | +385,069 | 26.64% | Q1 2026 | May 13, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,400,634 | 194,604 | 0.8% | 0.86% | 9 | -39,471 | -2.74% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,368,735 | 190,172 | 0.03% | 0.02% | 10 | +229,615 | 20.16% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,319,317 | 183,347 | 0.01% | 0.01% | 11 | +46,275 | 3.63% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,265,800 | 175,872 | 0.09% | 0.09% | 12 | -7,057 | -0.55% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,018,578 | 141,521 | 0.01% | 0.01% | 13 | -32,641 | -3.11% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Added to | 957,243 | 132,999 | 0.12% | 0.1% | 14 | +82,473 | 9.43% | Q1 2026 | May 13, 2026 |
| Capital International Investors | History | Reduced | 902,667 | 125,416 | 0.03% | 0.03% | 15 | -431,799 | -32.36% | Q1 2026 | May 13, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 848,645 | 117,910 | 0.08% | 0.08% | 16 | -144,659 | -14.56% | Q1 2026 | May 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | No change | 832,352 | 115,646 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 807,547 | 112,200 | 0.02% | 0.02% | 18 | +34,842 | 4.51% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 800,487 | 111,924 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 787,584 | 109,426 | 0.01% | 0.01% | 20 | +18,913 | 2.46% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 745,273 | 103,548 | 0.1% | 0.1% | 21 | -3,116 | -0.42% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 698,876 | 97,101 | 0.04% | 0.05% | 22 | -75,653 | -9.77% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 722,655 | 96,510 | 0.01% | 0.01% | 23 | -40,438 | -5.3% | Q1 2026 | May 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 650,600 | 90,394 | 0.3% | 0.31% | 24 | -826 | -0.13% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 626,118 | 86,992 | 0.54% | 0.51% | 25 | +36,387 | 6.17% | Q1 2026 | May 15, 2026 |
| Artemis Investment Management LLP | History | Added to | 611,620 | 84,978 | 0.9% | 0.72% | 26 | +187,594 | 44.24% | Q1 2026 | Apr 13, 2026 |
| Channing Capital Management, LLC | History | Reduced | 610,689 | 84,849 | 2.17% | 2.34% | 27 | -40,675 | -6.24% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 606,003 | 84,731 | 0.03% | 0.03% | 28 | -125,325 | -17.14% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 595,830 | 82,784 | 0.02% | 0.01% | 29 | +69,444 | 13.19% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 570,819 | 79,308 | 0.04% | 0.04% | 30 | -38,608 | -6.34% | Q1 2026 | May 18, 2026 |
| Fiera Capital Corp | History | Added to | 548,112 | 76,154 | 0.26% | 0.24% | 31 | +13,158 | 2.46% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 530,471 | 73,703 | 0.12% | 0.11% | 32 | +60,654 | 12.91% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 525,930 | 73,072 | 0.05% | 0.05% | 33 | -74,140 | -12.36% | Q1 2026 | May 15, 2026 |
| REINHART PARTNERS, LLC. | History | Reduced | 524,560 | 72,884 | 2.1% | 2.2% | 34 | -11 | -0.0% | Q1 2026 | Apr 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 510,716 | 70,958 | 0.01% | 0.01% | 35 | +167,350 | 48.74% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 499,494 | 69,399 | 0.0% | 0.0% | 36 | +18,350 | 3.81% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 493,076 | 68,508 | 0.13% | 0.13% | 37 | -12,252 | -2.42% | Q1 2026 | May 01, 2026 |
| Aberdeen Group plc | History | Added to | 476,311 | 66,178 | 0.11% | 0.1% | 38 | +2,669 | 0.56% | Q1 2026 | Apr 29, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 462,012 | 64,191 | 0.66% | 0.81% | 39 | -81,036 | -14.92% | Q1 2026 | May 15, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 455,222 | 63,248 | 0.27% | 0.33% | 40 | -104,540 | -18.68% | Q1 2026 | May 11, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 443,075 | 61,560 | 0.02% | 0.02% | 41 | -27,383 | -5.82% | Q1 2026 | May 05, 2026 |
| Capital World Investors | History | New | 431,799 | 59,994 | 0.01% | — | 42 | +431,799 | New | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 422,862 | 58,752 | 0.02% | 0.02% | 43 | +36,163 | 9.35% | Q1 2026 | May 04, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 415,573 | 57,739 | 0.01% | — | 44 | +415,573 | New | Q1 2026 | May 08, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 399,035 | 55,443 | 0.49% | 0.5% | 45 | -12,178 | -2.96% | Q1 2026 | May 13, 2026 |
| FIL Ltd | History | Added to | 358,090 | 49,753 | 0.04% | 0.04% | 46 | +243 | 0.07% | Q1 2026 | May 15, 2026 |
| Junto Capital Management LP | History | Added to | 356,597 | 49,545 | 1.04% | 0.78% | 47 | +103,109 | 40.68% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 332,352 | 46,176 | 0.06% | 0.06% | 48 | -3,100 | -0.92% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 319,773 | 44,429 | 0.01% | 0.01% | 49 | -5,801 | -1.78% | Q1 2026 | May 14, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | Reduced | 294,670 | 40,941 | 0.36% | 0.4% | 50 | -35,854 | -10.85% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 293,032 | 40,713 | 0.05% | 0.05% | 51 | -6,660 | -2.22% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 282,378 | 39,233 | 0.07% | 0.05% | 52 | +115,097 | 68.8% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 281,071 | 39,052 | 0.02% | 0.03% | 53 | -169,764 | -37.66% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 271,530 | 37,726 | 0.01% | 0.0% | 54 | +51,997 | 23.69% | Q1 2026 | May 05, 2026 |
| Boston Partners | History | Added to | 266,843 | 37,108 | 0.04% | 0.04% | 55 | +15,928 | 6.35% | Q1 2026 | May 11, 2026 |
| Nuveen, LLC | History | Reduced | 254,341 | 35,338 | 0.01% | 0.01% | 56 | -4,413 | -1.71% | Q1 2026 | Apr 30, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | New | 246,665 | 34,271 | 0.34% | — | 57 | +246,665 | New | Q1 2026 | Apr 16, 2026 |
| Global Alpha Capital Management Ltd. | History | Reduced | 234,380 | 32,564 | 1.96% | 2.02% | 58 | -1,904 | -0.81% | Q1 2026 | May 11, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 233,454 | 32,436 | 0.69% | 0.7% | 59 | -2,606 | -1.1% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 229,801 | 31,929 | 0.04% | 0.04% | 60 | +48,768 | 26.94% | Q1 2026 | May 13, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 205,963 | 28,616 | 0.21% | 0.25% | 61 | -9,997 | -4.63% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 202,376 | 28,118 | 0.09% | 0.09% | 62 | -14,356 | -6.62% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 198,292 | 27,550 | 0.02% | 0.02% | 63 | +3,243 | 1.66% | Q1 2026 | May 12, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 187,772 | 25,091 | 1.78% | 2.09% | 64 | -69,499 | -27.01% | Q1 2026 | May 14, 2026 |
| Lightrock Netherlands B.V. | History | Reduced | 180,371 | 25,060 | 5.35% | 5.26% | 65 | -1,129 | -0.62% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 180,236 | 25,041 | 0.0% | 0.0% | 66 | +178,533 | 10483.44% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 176,853 | 24,571 | 0.01% | 0.0% | 67 | +92,507 | 109.68% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 176,025 | 24,456 | 0.07% | 0.0% | 68 | +170,928 | 3353.5% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 170,782 | 23,728 | 0.06% | 0.08% | 69 | -91,056 | -34.78% | Q1 2026 | May 15, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 168,932 | 23,471 | 1.16% | 1.22% | 70 | -3,328 | -1.93% | Q1 2026 | Apr 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 174,063 | 23,010 | 0.01% | 0.0% | 71 | +173,322 | 23390.28% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 156,063 | 21,683 | 0.01% | 0.01% | 72 | +26,070 | 20.05% | Q1 2026 | May 06, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 154,411 | 21,453 | 0.0% | 0.0% | 73 | +477 | 0.31% | Q1 2026 | May 13, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 153,453 | 21,320 | 1.31% | 1.35% | 74 | -9,535 | -5.85% | Q1 2026 | Apr 30, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 147,086 | 20,600 | 0.03% | 0.04% | 75 | -43,401 | -22.78% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 135,575 | 18,836 | 0.0% | 0.0% | 76 | -1,228 | -0.9% | Q1 2026 | May 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 134,767 | 18,724 | 0.04% | 0.05% | 77 | -9,376 | -6.5% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 132,819 | 18,453 | 0.02% | 0.01% | 78 | +86,327 | 185.68% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 132,467 | 18,404 | 0.01% | 0.01% | 79 | +300 | 0.23% | Q1 2026 | May 07, 2026 |
| Curi Capital, LLC | History | Added to | 126,443 | 17,567 | 0.31% | 0.26% | 80 | +17,577 | 16.15% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 117,200 | 16,283 | 0.03% | 0.02% | 81 | +13,000 | 12.48% | Q1 2026 | May 15, 2026 |
| Nicholas Investment Partners, LP | History | Reduced | 116,841 | 16,233 | 1.17% | 1.2% | 82 | -749 | -0.64% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 117,069 | 15,973 | 0.01% | 0.01% | 83 | +38,152 | 48.34% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 112,397 | 15,616 | 0.0% | 0.0% | 84 | +6,143 | 5.78% | Q1 2026 | May 06, 2026 |
| Amundi | History | Reduced | 111,458 | 15,485 | 0.0% | 0.01% | 85 | -36,296 | -24.57% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 111,201 | 15,450 | 0.12% | 0.12% | 86 | +4,420 | 4.14% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 108,471 | 15,070 | 0.01% | 0.01% | 87 | +27,249 | 33.55% | Q1 2026 | May 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 107,189 | 14,892 | 0.11% | 0.09% | 88 | +16,330 | 17.97% | Q1 2026 | Apr 14, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 107,113 | 14,882 | 0.02% | 0.03% | 89 | -48,289 | -31.07% | Q1 2026 | May 14, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 106,000 | 14,727 | 0.46% | 0.53% | 90 | -21,050 | -16.57% | Q1 2026 | May 14, 2026 |
| CHICAGO TRUST Co NA | History | Reduced | 105,371 | 14,640 | 2.34% | 2.62% | 91 | -14,367 | -12.0% | Q1 2026 | Apr 24, 2026 |
| Trexquant Investment LP | History | Added to | 102,497 | 14,240 | 0.1% | 0.01% | 92 | +95,479 | 1360.49% | Q1 2026 | May 15, 2026 |
| Stieven Capital Advisors, L.P. | History | Reduced | 96,083 | 13,349 | 2.85% | 3.21% | 93 | -27,900 | -22.5% | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 94,092 | 13,073 | 0.19% | — | 94 | +94,092 | New | Q1 2026 | May 22, 2026 |
| Polar Asset Management Partners Inc. | History | New | 94,034 | 13,065 | 0.26% | — | 95 | +94,034 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 93,731 | 13,023 | 0.03% | 0.03% | 96 | -2,378 | -2.47% | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | Added to | 92,333 | 12,829 | 0.01% | 0.01% | 97 | +40,696 | 78.81% | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 90,131 | 12,523 | 0.0% | 0.0% | 98 | -21,557 | -19.3% | Q1 2026 | May 15, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 88,133 | 12,245 | 0.1% | 0.09% | 99 | +903 | 1.04% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 86,630 | 12,036 | 0.0% | 0.0% | 100 | -13,112 | -13.15% | Q1 2026 | May 08, 2026 |
| Retirement Systems of Alabama | History | Added to | 82,108 | 11,408 | 0.04% | 0.04% | 101 | +1,732 | 2.15% | Q1 2026 | Apr 24, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 80,846 | 11,232 | 0.13% | 0.12% | 102 | -2,602 | -3.12% | Q1 2026 | May 07, 2026 |
| Phocas Financial Corp. | History | Reduced | 79,058 | 10,984 | 1.72% | 2.24% | 103 | -44,256 | -35.89% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 78,726 | 10,938 | 0.01% | 0.01% | 104 | +15,309 | 24.14% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 78,700 | 10,934 | 0.01% | 0.0% | 105 | +72,000 | 1074.63% | Q1 2026 | May 15, 2026 |
| Emerald Investment Advisers, LLC | History | New | 76,532 | 10,633 | 0.96% | — | 106 | +76,532 | New | Q1 2026 | May 11, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 74,702 | 10,379 | 0.08% | 0.08% | 107 | -11,095 | -12.93% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 74,141 | 10,301 | 0.08% | 0.04% | 108 | +41,237 | 125.33% | Q1 2026 | May 14, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 65,156 | 9,052 | 1.63% | 1.72% | 109 | -677 | -1.03% | Q1 2026 | Apr 20, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 65,000 | 9,031 | 0.3% | — | 110 | +65,000 | New | Q1 2026 | Apr 28, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 63,975 | 8,888 | 0.01% | — | 111 | +63,975 | New | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 63,774 | 8,860 | 0.17% | 0.16% | 112 | -7,182 | -10.12% | Q1 2026 | Apr 22, 2026 |
| STRS OHIO | History | Reduced | 60,579 | 8,416 | 0.03% | 0.04% | 113 | -17,702 | -22.61% | Q1 2026 | Apr 24, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 58,499 | 8,127 | 0.03% | 0.03% | 114 | -5,189 | -8.15% | Q1 2026 | May 14, 2026 |
| MAIRS & POWER INC | History | Added to | 57,744 | 8,022 | 0.08% | 0.06% | 115 | +11,111 | 23.83% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 57,157 | 7,942 | 0.0% | 0.0% | 116 | +6,229 | 12.23% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 54,210 | 7,531 | 0.01% | 0.01% | 117 | +32,555 | 150.33% | Q1 2026 | May 01, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 54,159 | 7,524 | 0.05% | 0.05% | 118 | -1,306 | -2.35% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 53,238 | 7,396 | 0.01% | 0.01% | 119 | -2,282 | -4.11% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 52,707 | 7,323 | 0.0% | 0.0% | 120 | -11,446 | -17.84% | Q1 2026 | May 11, 2026 |
| Vest Financial, LLC | History | Added to | 51,745 | 7,189 | 0.09% | 0.08% | 121 | +5,770 | 12.55% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Added to | 50,769 | 7,040 | 0.01% | 0.0% | 122 | +14,754 | 40.97% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 49,454 | 6,871 | 0.01% | 0.02% | 123 | -16,284 | -24.77% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 47,307 | 6,572 | 0.0% | 0.0% | 124 | +20,849 | 78.8% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 46,600 | 6,474 | 0.0% | 0.0% | 125 | -20,104 | -30.14% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 46,556 | 6,468 | 0.01% | 0.01% | 126 | -1,155 | -2.42% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 45,773 | 6,359 | 0.01% | 0.01% | 127 | -490 | -1.06% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Added to | 45,570 | 6,331 | 0.01% | 0.0% | 128 | +40,557 | 809.04% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | Added to | 45,072 | 6,262 | 0.02% | 0.0% | 129 | +43,065 | 2145.74% | Q1 2026 | May 07, 2026 |
| IAT REINSURANCE CO LTD. | History | Added to | 240,000 | 6,201 | 2.0% | 1.68% | 130 | +20,000 | 9.09% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 43,822 | 6,088 | 0.01% | 0.01% | 131 | +5,088 | 13.14% | Q1 2026 | May 13, 2026 |
| BURNEY CO/ | History | Added to | 41,144 | 5,716 | 0.18% | 0.01% | 132 | +38,560 | 1492.26% | Q1 2026 | Apr 29, 2026 |
| HANCOCK WHITNEY CORP | History | New | 37,630 | 5,665 | 0.1% | — | 133 | +37,630 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 38,695 | 5,376 | 0.02% | 0.02% | 134 | -1,207 | -3.02% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 38,536 | 5,354 | 0.0% | — | 136 | +38,536 | New | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 38,529 | 5,354 | 0.01% | 0.01% | 135 | +957 | 2.55% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 36,671 | 5,095 | 0.04% | 0.04% | 137 | -3,412 | -8.51% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 36,344 | 5,049 | 0.01% | 0.01% | 138 | -2,631 | -6.75% | Q1 2026 | May 11, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 35,803 | 4,974 | 4.87% | 4.64% | 139 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 35,279 | 4,932 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 34,892 | 4,847 | 0.02% | 0.03% | 141 | -24,966 | -41.71% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 34,691 | 4,819 | 0.07% | 0.09% | 142 | -8,808 | -20.25% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 33,776 | 4,692 | 0.0% | 0.0% | 143 | +2,110 | 6.66% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 33,730 | 4,686 | 0.01% | 0.01% | 144 | +174 | 0.52% | Q1 2026 | May 14, 2026 |
| Walleye Capital LLC | History | New | 33,001 | 4,585 | 0.02% | — | 145 | +33,001 | New | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 32,930 | 4,575 | 0.02% | 0.02% | 146 | +222 | 0.68% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 31,906 | 4,433 | 0.01% | 0.02% | 147 | -36,018 | -53.03% | Q1 2026 | May 15, 2026 |
| EFG International AG | History | Added to | 30,570 | 4,246 | 0.09% | 0.07% | 148 | +2,949 | 10.68% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 30,465 | 4,233 | 0.03% | 0.03% | 149 | +494 | 1.65% | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 30,201 | 4,196 | 0.03% | 0.04% | 150 | -6,235 | -17.11% | Q1 2026 | May 15, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 29,978 | 4,165 | 0.01% | 0.01% | 151 | -743 | -2.42% | Q1 2026 | May 04, 2026 |
| Petiole USA ltd | History | No change | 29,750 | 4,133 | 2.89% | 2.7% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 28,840 | 4,007 | 0.01% | 0.01% | 153 | +5,694 | 24.6% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 28,255 | 3,926 | 0.01% | 0.01% | 154 | +600 | 2.17% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 28,064 | 3,899 | 0.03% | 0.03% | 155 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 28,059 | 3,898 | 0.01% | 0.01% | 156 | -440 | -1.54% | Q1 2026 | Apr 30, 2026 |
| Alberta Investment Management Corp | History | Reduced | 28,000 | 3,890 | 0.02% | 0.07% | 157 | -51,550 | -64.8% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 27,489 | 3,819 | 0.02% | 0.0% | 158 | +27,415 | 37047.3% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 27,209 | 3,780 | 0.23% | 0.24% | 159 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SHAKER INVESTMENTS LLC/OH | History | New | 27,079 | 3,762 | 1.71% | — | 160 | +27,079 | New | Q1 2026 | May 05, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 27,065 | 3,760 | 0.11% | 0.05% | 161 | +13,769 | 103.56% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 26,051 | 3,619 | 0.21% | 0.05% | 162 | +18,790 | 258.78% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 25,705 | 3,571 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 24,807 | 3,446 | 0.09% | 0.08% | 164 | +5,248 | 26.83% | Q1 2026 | May 12, 2026 |
| Future Fund LLC | History | Added to | 24,800 | 3,445 | 1.21% | 0.87% | 165 | +5,248 | 26.84% | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 24,291 | 3,374 | 0.06% | — | 167 | +24,291 | New | Q1 2026 | Apr 27, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 24,284 | 3,374 | 0.88% | 0.91% | 166 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 23,440 | 3,256 | 0.0% | 0.0% | 168 | +4,530 | 23.96% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 23,211 | 3,224 | 0.12% | 0.18% | 169 | -13,679 | -37.08% | Q1 2026 | May 15, 2026 |
| VESTOR CAPITAL, LLC | History | Added to | 23,054 | 3,203 | 0.23% | 0.22% | 170 | +23,006 | 47929.17% | Q1 2026 | May 21, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 22,622 | 3,143 | 0.0% | 0.0% | 171 | -1,085 | -4.58% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 21,328 | 2,963 | 0.02% | 0.02% | 172 | -2,311 | -9.78% | Q1 2026 | May 05, 2026 |
| Oliver Luxxe Assets LLC | History | Reduced | 21,325 | 2,962 | 0.44% | 0.45% | 173 | -24 | -0.11% | Q1 2026 | Apr 08, 2026 |
| Advisors Capital Management, LLC | History | Reduced | 20,459 | 2,842 | 0.03% | 0.03% | 174 | -260 | -1.25% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 20,395 | 2,833 | 0.02% | 0.02% | 175 | +2,100 | 11.48% | Q1 2026 | May 04, 2026 |
| Legato Capital Management LLC | History | Reduced | 20,111 | 2,794 | 0.25% | 0.24% | 176 | -199 | -0.98% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 19,756 | 2,744 | 0.0% | 0.0% | 177 | -2,142 | -9.78% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 19,712 | 2,738 | 0.03% | 0.03% | 178 | -1,050 | -5.06% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 19,400 | 2,695 | 0.05% | 0.04% | 179 | +900 | 4.86% | Q1 2026 | Apr 20, 2026 |
| HighTower Advisors, LLC | History | Added to | 19,158 | 2,661 | 0.0% | 0.0% | 180 | +2,526 | 15.19% | Q1 2026 | May 05, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 19,067 | 2,649 | 0.02% | 0.02% | 181 | +285 | 1.52% | Q1 2026 | Apr 07, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 18,875 | 2,622 | 0.0% | — | 182 | +18,875 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 18,856 | 2,619 | 0.01% | 0.01% | 183 | +104 | 0.55% | Q1 2026 | May 08, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 18,800 | 2,612 | 0.05% | 0.05% | 184 | +75 | 0.4% | Q1 2026 | Apr 13, 2026 |
| Empowered Funds, LLC | History | New | 18,796 | 2,611 | 0.02% | — | 185 | +18,796 | New | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 18,560 | 2,577 | 0.01% | 0.01% | 186 | -8,134 | -30.47% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 18,395 | 2,555 | 0.01% | 0.01% | 187 | -216 | -1.16% | Q1 2026 | May 01, 2026 |
| Access Investment Management LLC | History | Added to | 18,275 | 2,539 | 0.68% | 0.65% | 188 | +40 | 0.22% | Q1 2026 | May 21, 2026 |
| HENNESSY ADVISORS INC | History | No change | 18,000 | 2,500 | 0.09% | 0.09% | 189 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 17,735 | 2,464 | 0.01% | — | 190 | +17,735 | New | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 17,606 | 2,446 | 0.0% | 0.01% | 191 | -469 | -2.59% | Q1 2026 | May 06, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 17,226 | 2,393 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 16,780 | 2,331 | 0.01% | 0.01% | 193 | +22 | 0.13% | Q1 2026 | May 01, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 16,453 | 2,285 | 0.03% | 0.03% | 194 | +87 | 0.53% | Q1 2026 | Apr 23, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 16,163 | 2,245 | 0.01% | 0.01% | 195 | +300 | 1.89% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 15,938 | 2,214 | 0.02% | 0.03% | 196 | -813 | -4.85% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 15,776 | 2,191 | 0.01% | 0.01% | 197 | -237 | -1.48% | Q1 2026 | May 05, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 15,674 | 2,177 | 0.02% | 0.02% | 198 | +80 | 0.51% | Q1 2026 | May 01, 2026 |
| Handelsbanken Fonder AB | History | No change | 15,623 | 2,171 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 15,004 | 2,084 | 0.03% | 0.02% | 200 | +20 | 0.13% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 14,775 | 2,052 | 0.01% | 0.01% | 201 | -2,246 | -13.2% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 14,700 | 2,042 | 0.01% | 0.01% | 202 | +400 | 2.8% | Q1 2026 | Apr 29, 2026 |
| ALBERT D MASON INC | History | Added to | 14,648 | 2,035 | 1.32% | 1.34% | 203 | +34 | 0.23% | Q1 2026 | Apr 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 14,608 | 2,029 | 0.03% | 0.02% | 204 | +6,463 | 79.35% | Q1 2026 | May 12, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | Reduced | 14,392 | 1,999 | 1.54% | 2.81% | 205 | -10,000 | -41.0% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 14,015 | 1,947 | 0.16% | 0.23% | 206 | -6,962 | -33.19% | Q1 2026 | Apr 28, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 13,921 | 1,934 | 0.11% | 1.17% | 207 | -141,054 | -91.02% | Q1 2026 | May 07, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 13,727 | 1,907 | 0.03% | 0.02% | 208 | +362 | 2.71% | Q1 2026 | Apr 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,700 | 1,903 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 13,672 | 1,899 | 0.0% | 0.01% | 210 | -28,819 | -67.82% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 13,417 | 1,859 | 0.0% | 0.0% | 211 | +237 | 1.8% | Q1 2026 | May 08, 2026 |
| one8zero8, LLC | History | Reduced | 12,800 | 1,778 | 0.4% | 0.39% | 212 | -125 | -0.97% | Q1 2026 | May 07, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 12,338 | 1,714 | 0.05% | 0.05% | 213 | +64 | 0.52% | Q1 2026 | May 13, 2026 |
| Convergence Investment Partners, LLC | History | New | 11,998 | 1,667 | 0.27% | — | 214 | +11,998 | New | Q1 2026 | May 07, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 11,980 | 1,664 | 0.01% | 0.01% | 215 | -116 | -0.96% | Q1 2026 | Apr 30, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 11,569 | 1,617 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Richard Bernstein Advisors LLC | History | New | 11,465 | 1,592 | 0.05% | — | 217 | +11,465 | New | Q1 2026 | Apr 22, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 11,320 | 1,573 | 0.1% | — | 218 | +11,320 | New | Q1 2026 | May 08, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 11,300 | 1,570 | 0.02% | 0.02% | 219 | +344 | 3.14% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Added to | 10,911 | 1,531 | 0.0% | 0.0% | 220 | +4,812 | 78.9% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 10,768 | 1,496 | 0.01% | 0.01% | 221 | +62 | 0.58% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,747 | 1,493 | 0.0% | 0.0% | 222 | -89 | -0.82% | Q1 2026 | Apr 22, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 10,683 | 1,484 | 0.02% | 0.02% | 223 | +838 | 8.51% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,615 | 1,474 | 0.0% | 0.0% | 224 | +657 | 6.6% | Q1 2026 | Apr 22, 2026 |
| Aurora Investment Counsel | History | Reduced | 10,538 | 1,464 | 0.81% | 0.8% | 225 | -303 | -2.79% | Q1 2026 | May 06, 2026 |
| Atria Investments, Inc | History | Reduced | 10,438 | 1,450 | 0.02% | 0.02% | 226 | -78 | -0.74% | Q1 2026 | May 05, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 10,260 | 1,425 | 0.02% | 0.02% | 227 | +1,574 | 18.12% | Q1 2026 | May 15, 2026 |
| NORRIS PERNE & FRENCH LLP/MI | History | Reduced | 10,169 | 1,412 | 0.09% | 0.1% | 228 | -639 | -5.91% | Q1 2026 | Apr 22, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,013 | 1,391 | 0.0% | 0.0% | 229 | +1,016 | 11.29% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,585 | 1,331 | 0.0% | 0.0% | 230 | -162 | -1.66% | Q1 2026 | Apr 27, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Reduced | 9,214 | 1,280 | 0.25% | 0.47% | 231 | -9,786 | -51.51% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 9,085 | 1,262 | 0.04% | 0.04% | 232 | +171 | 1.92% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,026 | 1,254 | 0.0% | 0.0% | 233 | -70 | -0.77% | Q1 2026 | May 08, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | No change | 8,733 | 1,213 | 0.06% | 0.06% | 234 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,677 | 1,205 | 0.0% | 0.0% | 235 | -123 | -1.4% | Q1 2026 | May 12, 2026 |
| Hunter Perkins Capital Management, LLC | History | Added to | 8,656 | 1,203 | 0.28% | 0.28% | 236 | +66 | 0.77% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 8,606 | 1,195 | 0.0% | 0.0% | 237 | -503 | -5.52% | Q1 2026 | May 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 8,410 | 1,168 | 0.01% | 0.01% | 238 | +745 | 9.72% | Q1 2026 | May 14, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 8,030 | 1,115 | 0.01% | 0.01% | 239 | +2,154 | 36.66% | Q1 2026 | May 07, 2026 |
| XPONANCE LLC | History | Added to | 8,000 | 1,111 | 0.01% | 0.01% | 240 | +1,848 | 30.04% | Q1 2026 | May 13, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 7,953 | 1,104 | 0.0% | 0.0% | 241 | -59 | -0.74% | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 7,773 | 1,079 | 0.01% | 0.0% | 242 | +3,711 | 91.36% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Reduced | 7,455 | 1,035 | 0.01% | 0.01% | 243 | -1,632 | -17.96% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 7,409 | 1,029 | 0.0% | 0.01% | 244 | +661 | 9.8% | Q1 2026 | May 04, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 7,165 | 995 | 0.06% | 0.05% | 245 | -1,222 | -14.57% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 7,107 | 993 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 6,938 | 963 | 0.0% | — | 247 | +6,938 | New | Q1 2026 | May 12, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 6,700 | 930 | 0.0% | 0.0% | 248 | +413 | 6.57% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,645 | 927 | 0.0% | 0.0% | 249 | -1,484 | -18.26% | Q1 2026 | Apr 08, 2026 |
| State of Alaska, Department of Revenue | History | No change | 6,653 | 924 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | New | 6,534 | 907 | 0.01% | — | 251 | +6,534 | New | Q1 2026 | May 05, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,447 | 895 | 0.0% | 0.0% | 252 | +1,748 | 37.2% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 6,285 | 873 | 0.02% | 0.01% | 253 | +3,987 | 173.5% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5,859 | 814 | 0.04% | 0.05% | 254 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 5,765 | 800 | 0.0% | 0.0% | 255 | +2,613 | 82.9% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 5,680 | 789 | 0.0% | 0.0% | 256 | -1,332 | -19.0% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | No change | 5,684 | 789 | 0.07% | 0.08% | 257 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Inspire Advisors, LLC | History | Reduced | 5,610 | 779 | 0.06% | 0.08% | 258 | -520 | -8.48% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | New | 5,601 | 778 | 0.38% | — | 259 | +5,601 | New | Q1 2026 | May 13, 2026 |
| OP Asset Management Ltd | History | No change | 5,560 | 772 | 0.01% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 5,553 | 771 | 0.01% | 0.01% | 261 | -1,159 | -17.27% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 5,370 | 746 | 0.0% | 0.0% | 262 | -70,089 | -92.88% | Q1 2026 | May 12, 2026 |
| Simplicity Wealth,LLC | History | Added to | 5,308 | 737 | 0.04% | 0.04% | 263 | +26 | 0.49% | Q1 2026 | Apr 30, 2026 |
| World Investment Advisors | History | Added to | 5,178 | 719 | 0.01% | 0.01% | 264 | +24 | 0.47% | Q1 2026 | Apr 27, 2026 |
| Blue Trust, Inc. | History | Reduced | 5,097 | 708 | 0.01% | 0.01% | 265 | -33 | -0.64% | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | Added to | 5,041 | 700 | 0.02% | 0.01% | 266 | +3,534 | 234.51% | Q1 2026 | Apr 29, 2026 |
| Man Group plc | History | No change | 5,022 | 697 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | Added to | 4,921 | 683 | 0.06% | 0.05% | 268 | +241 | 5.15% | Q1 2026 | May 06, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 4,898 | 680 | 0.03% | 0.03% | 269 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CSS LLC/IL | History | No change | 4,884 | 678 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,843 | 673 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Reduced | 4,840 | 672 | 0.02% | 0.02% | 272 | -1,129 | -18.91% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 4,812 | 668 | 0.0% | — | 274 | +4,812 | New | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,811 | 668 | 0.0% | 0.0% | 273 | -59 | -1.21% | Q1 2026 | May 12, 2026 |
| GREENLEAF TRUST | History | Added to | 4,794 | 666 | 0.01% | 0.01% | 275 | +53 | 1.12% | Q1 2026 | Apr 27, 2026 |
| Pekin Hardy Strauss, Inc. | History | No change | 4,750 | 659 | 0.07% | 0.06% | 276 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,675 | 649 | 0.0% | 0.0% | 277 | -2,126 | -31.26% | Q1 2026 | Apr 24, 2026 |
| Well Done, LLC | History | Reduced | 4,658 | 647 | 0.1% | 0.1% | 278 | -208 | -4.27% | Q1 2026 | Apr 14, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 4,576 | 635 | 0.02% | 0.02% | 279 | +655 | 16.7% | Q1 2026 | May 12, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | No change | 4,546 | 631 | 0.15% | 0.15% | 280 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Merit Financial Group, LLC | History | Added to | 4,463 | 620 | 0.0% | 0.0% | 281 | +551 | 14.08% | Q1 2026 | Apr 15, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 4,385 | 609 | 0.02% | 0.01% | 282 | +356 | 8.84% | Q1 2026 | May 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,362 | 606 | 0.0% | 0.0% | 283 | +83 | 1.94% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 4,312 | 599 | 0.0% | 0.05% | 284 | -250,017 | -98.3% | Q1 2026 | May 15, 2026 |
| Western Pacific Wealth Management, LP | History | No change | 4,237 | 588 | 0.6% | 0.57% | 285 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Vestcor Inc | History | No change | 4,207 | 585 | 0.02% | 0.02% | 286 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Reduced | 4,208 | 584 | 0.0% | 0.0% | 287 | -527 | -11.13% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 4,166 | 578 | 0.0% | 0.0% | 288 | +2,083 | 100.0% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,147 | 576 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Gateway Wealth Partners, LLC | History | New | 4,138 | 574 | 0.02% | — | 290 | +4,138 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,091 | 568 | 0.01% | 0.01% | 291 | +23 | 0.57% | Q1 2026 | Apr 07, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 4,048 | 562 | 0.01% | 0.01% | 292 | -656 | -13.95% | Q1 2026 | May 08, 2026 |
| EJF Capital LP | History | Reduced | 3,900 | 541 | 0.38% | 0.33% | 293 | -308 | -7.32% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 3,873 | 538 | 0.0% | 0.0% | 294 | -459 | -10.6% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | New | 3,843 | 533 | 0.02% | — | 296 | +3,843 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 3,840 | 533 | 0.0% | 0.0% | 295 | -29 | -0.75% | Q1 2026 | Apr 30, 2026 |
| Forum Financial Management, LP | History | Reduced | 3,825 | 531 | 0.01% | 0.01% | 297 | -2,691 | -41.3% | Q1 2026 | Apr 23, 2026 |
| ALPS ADVISORS INC | History | Added to | 3,806 | 528 | 0.0% | 0.0% | 298 | +409 | 12.04% | Q1 2026 | May 08, 2026 |
| Ethic Inc. | History | Added to | 3,795 | 527 | 0.01% | 0.01% | 299 | +595 | 18.59% | Q1 2026 | Apr 27, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 3,635 | 505 | 0.15% | 0.15% | 300 | -41 | -1.12% | Q1 2026 | May 05, 2026 |
| Vise Technologies, Inc. | History | No change | 3,589 | 501 | 0.01% | 0.01% | 301 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 3,586 | 498 | 0.0% | 0.0% | 302 | +1,808 | 101.69% | Q1 2026 | May 15, 2026 |
| PRINCETON CAPITAL MANAGEMENT LLC | History | No change | 3,472 | 482 | 0.13% | 0.13% | 303 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Optimize Financial Inc | History | New | 3,449 | 479 | 0.24% | — | 305 | +3,449 | New | Q1 2026 | May 12, 2026 |
| Utah Retirement Systems | History | No change | 3,450 | 479 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Reduced | 3,411 | 473 | 0.03% | 0.38% | 306 | -67,446 | -95.19% | Q1 2026 | May 11, 2026 |
| Blueshift Asset Management, LLC | History | New | 3,410 | 473 | 0.14% | — | 307 | +3,410 | New | Q1 2026 | May 14, 2026 |
| BARR E S & CO | History | No change | 3,374 | 468 | 0.03% | 0.02% | 308 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 3,279 | 455 | 0.01% | — | 310 | +3,279 | New | Q1 2026 | Apr 27, 2026 |
| DnB Asset Management AS | History | New | 3,275 | 455 | 0.0% | — | 309 | +3,275 | New | Q1 2026 | May 14, 2026 |
| Mach-1 Financial Group, LLC | History | Reduced | 3,271 | 454 | 0.16% | 0.12% | 311 | -1,034 | -24.02% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 3,258 | 452 | 0.0% | 0.0% | 312 | -550 | -14.44% | Q1 2026 | Apr 29, 2026 |
| Cresset Asset Management, LLC | History | Added to | 3,234 | 449 | 0.0% | 0.0% | 313 | +116 | 3.72% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 3,168 | 440 | 0.0% | 0.0% | 314 | -3,237 | -50.54% | Q1 2026 | May 14, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 3,163 | 439 | 0.05% | 0.05% | 315 | -142 | -4.3% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,061 | 428 | 0.01% | 0.01% | 316 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 3,048 | 423 | 0.0% | 0.01% | 317 | -2,721 | -47.17% | Q1 2026 | May 08, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,032 | 421 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Callan Family Office, LLC | History | Reduced | 2,990 | 415 | 0.01% | 0.01% | 319 | -630 | -17.4% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | New | 2,971 | 412 | 0.01% | — | 320 | +2,971 | New | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 2,961 | 411 | 0.0% | — | 321 | +2,961 | New | Q1 2026 | May 15, 2026 |
| CAMBIENT FAMILY OFFICE, LLC | History | No change | 2,957 | 410 | 0.06% | 0.06% | 322 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Coyle Financial Counsel LLC | History | Reduced | 2,911 | 404 | 0.09% | 0.09% | 323 | -8 | -0.27% | Q1 2026 | May 12, 2026 |
| VAN STRUM & TOWNE INC. | History | No change | 2,870 | 398 | 0.12% | 0.11% | 324 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,688 | 397 | 0.01% | 0.01% | 326 | +1,282 | 91.18% | Q1 2026 | May 04, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 2,843 | 397 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Paulson Wealth Management Inc. | History | Added to | 2,841 | 394 | 0.09% | 0.08% | 327 | +387 | 15.77% | Q1 2026 | May 08, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 2,625 | 388 | 0.01% | — | 329 | +2,625 | New | Q1 2026 | May 01, 2026 |
| INSPIRION WEALTH ADVISORS, LLC | History | No change | 2,799 | 388 | 0.05% | 0.05% | 328 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Added to | 2,774 | 385 | 0.01% | 0.01% | 330 | +61 | 2.25% | Q1 2026 | May 15, 2026 |
| Capstone Financial Advisors, Inc. | History | Added to | 2,769 | 384 | 0.02% | 0.02% | 331 | +470 | 20.44% | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 2,595 | 378 | 0.05% | 0.03% | 332 | +1,181 | 83.52% | Q1 2026 | Apr 22, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,716 | 377 | 0.01% | 0.0% | 333 | +2,161 | 389.37% | Q1 2026 | May 01, 2026 |
| Argent Trust Co | History | No change | 2,700 | 375 | 0.01% | 0.01% | 334 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 2,689 | 373 | 0.0% | 0.0% | 336 | +540 | 25.13% | Q1 2026 | Apr 27, 2026 |
| ProShare Advisors LLC | History | Added to | 2,687 | 373 | 0.0% | 0.0% | 335 | +3 | 0.11% | Q1 2026 | Apr 24, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 2,684 | 372 | 0.01% | 0.01% | 337 | +425 | 18.81% | Q1 2026 | May 14, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 2,683 | 372 | 0.02% | 0.02% | 338 | +159 | 6.3% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 2,673 | 371 | 0.0% | 0.0% | 339 | +552 | 26.03% | Q1 2026 | May 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 2,658 | 369 | 0.01% | 0.0% | 340 | +2,418 | 1007.5% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 2,655 | 368 | 0.0% | 0.05% | 341 | -64,930 | -96.07% | Q1 2026 | May 07, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 2,591 | 360 | 0.01% | 0.01% | 342 | +27 | 1.05% | Q1 2026 | Apr 21, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,573 | 357 | 0.0% | 0.0% | 343 | +343 | 15.38% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,551 | 354 | 0.0% | 0.01% | 344 | -1,309 | -33.91% | Q1 2026 | May 06, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 2,553 | 354 | 0.01% | 0.01% | 345 | +53 | 2.12% | Q1 2026 | Apr 15, 2026 |
| MeadowBrook Investment Advisors LLC | History | Added to | 2,545 | 353 | 0.31% | 0.29% | 346 | +75 | 3.04% | Q1 2026 | Apr 22, 2026 |
| CERTUITY, LLC | History | New | 2,479 | 344 | 0.02% | — | 347 | +2,479 | New | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 2,413 | 335 | 0.0% | 0.0% | 348 | +5 | 0.21% | Q1 2026 | May 11, 2026 |
| SYON CAPITAL LLC | History | Reduced | 2,403 | 333 | 0.02% | 0.02% | 349 | -356 | -12.9% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,388 | 331 | 0.01% | 0.01% | 350 | -1,228 | -33.96% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,381 | 330 | 0.0% | 0.0% | 351 | +244 | 11.42% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 2,365 | 328 | 0.0% | 0.0% | 352 | -213 | -8.26% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | New | 2,268 | 315 | 0.0% | — | 354 | +2,268 | New | Q1 2026 | Apr 10, 2026 |
| Csenge Advisory Group | History | Added to | 2,269 | 315 | 0.01% | 0.01% | 353 | +273 | 13.68% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Added to | 2,185 | 308 | 0.01% | 0.01% | 355 | +330 | 17.79% | Q1 2026 | May 13, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 2,208 | 306 | 0.01% | 0.01% | 356 | -150 | -6.36% | Q1 2026 | May 15, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Reduced | 2,202 | 305 | 0.07% | 0.07% | 357 | -9 | -0.41% | Q1 2026 | May 05, 2026 |
| Chicago Wealth Management, Inc. | History | No change | 2,161 | 300 | 0.12% | 0.12% | 358 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 2,133 | 296 | 0.01% | 0.01% | 359 | +18 | 0.85% | Q1 2026 | Apr 21, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 2,116 | 293 | 0.01% | 0.01% | 360 | +258 | 13.89% | Q1 2026 | Apr 17, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 2,107 | 292 | 0.01% | 0.01% | 361 | -114 | -5.13% | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 2,098 | 291 | 0.01% | — | 362 | +2,098 | New | Q1 2026 | May 14, 2026 |
| Baker Avenue Asset Management, LP | History | Added to | 2,051 | 284 | 0.01% | 0.0% | 363 | +570 | 38.49% | Q1 2026 | May 12, 2026 |
| Meeder Advisory Services, Inc. | History | New | 2,036 | 282 | 0.01% | — | 364 | +2,036 | New | Q1 2026 | May 07, 2026 |
| Chicago Capital, LLC | History | No change | 2,024 | 281 | 0.01% | 0.01% | 365 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Performance Wealth Partners, LLC | History | No change | 2,000 | 277 | 0.01% | 0.01% | 366 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 3,609 | 276 | 0.0% | 0.0% | 367 | +1,906 | 111.92% | Q1 2026 | May 06, 2026 |
| GAMMA Investing LLC | History | Added to | 1,992 | 276 | 0.01% | 0.01% | 368 | +237 | 13.5% | Q1 2026 | Apr 06, 2026 |
| HB Wealth Management, LLC | History | Added to | 1,981 | 275 | 0.0% | 0.0% | 369 | +213 | 12.05% | Q1 2026 | Apr 27, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,979 | 274 | 0.0% | 0.0% | 370 | +133 | 7.2% | Q1 2026 | Apr 20, 2026 |
| PARK NATIONAL CORP /OH/ | History | Added to | 1,958 | 272 | 0.01% | 0.01% | 371 | +61 | 3.22% | Q1 2026 | Apr 16, 2026 |
| Westover Capital Advisors, LLC | History | No change | 1,956 | 271 | 0.05% | 0.05% | 372 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| FULTON BANK, N.A. | History | Added to | 1,945 | 270 | 0.01% | 0.01% | 373 | +1 | 0.05% | Q1 2026 | Apr 24, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 1,937 | 269 | 0.01% | 0.01% | 374 | -279 | -12.59% | Q1 2026 | Apr 24, 2026 |
| North Dakota State Investment Board | History | Reduced | 1,929 | 268 | 0.01% | 0.01% | 375 | -405 | -17.35% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 1,928 | 267 | 0.0% | 0.0% | 376 | +224 | 13.15% | Q1 2026 | May 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Reduced | 1,917 | 266 | 0.04% | 0.05% | 378 | -76 | -3.81% | Q1 2026 | May 01, 2026 |
| DB&C Advisors, LLC | History | Added to | 1,917 | 266 | 0.35% | 0.33% | 379 | +7 | 0.37% | Q1 2026 | Apr 24, 2026 |
| CIBC Asset Management Inc | History | No change | 1,920 | 266 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 1,909 | 265 | 0.0% | 0.0% | 380 | -40 | -2.05% | Q1 2026 | Apr 23, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 1,882 | 261 | 0.0% | — | 381 | +1,882 | New | Q1 2026 | May 04, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 1,865 | 259 | 0.0% | 0.0% | 382 | +240 | 14.77% | Q1 2026 | Apr 10, 2026 |
| Compound Planning, Inc. | History | Added to | 1,868 | 259 | 0.01% | 0.01% | 383 | +94 | 5.3% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 1,864 | 258 | 0.0% | 0.01% | 384 | -6,024 | -76.37% | Q1 2026 | May 15, 2026 |
| Optas, LLC | History | Added to | 1,850 | 257 | 0.04% | 0.03% | 385 | +265 | 16.72% | Q1 2026 | Apr 24, 2026 |
| NBC SECURITIES, INC. | History | Added to | 1,822 | 253 | 0.02% | 0.0% | 386 | +1,635 | 874.33% | Q1 2026 | Apr 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 1,799 | 250 | 0.02% | — | 387 | +1,799 | New | Q1 2026 | Apr 28, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 1,716 | 238 | 0.03% | 0.03% | 388 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Scientech Research LLC | History | New | 1,710 | 237 | 0.2% | — | 389 | +1,710 | New | Q1 2026 | May 15, 2026 |
| Phillips Wealth Planners LLC | History | Reduced | 1,537 | 231 | 0.17% | 0.19% | 390 | -23 | -1.47% | Q1 2026 | May 14, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Reduced | 1,638 | 227 | 0.05% | 0.04% | 391 | -1 | -0.06% | Q1 2026 | Apr 13, 2026 |
| LeClair Wealth Partners LLC | History | New | 1,631 | 226 | 0.08% | — | 394 | +1,631 | New | Q1 2026 | May 05, 2026 |
| OpenArc Corporate Advisory, LLC | History | Added to | 1,629 | 226 | 0.0% | 0.0% | 393 | +179 | 12.34% | Q1 2026 | May 11, 2026 |
| Blue Water Asset Management | History | Added to | 1,631 | 226 | 0.08% | 0.08% | 392 | +8 | 0.49% | Q1 2026 | May 05, 2026 |
| HUB Investment Partners, LLC | History | New | 1,611 | 223 | 0.01% | — | 397 | +1,611 | New | Q1 2026 | May 15, 2026 |
| Riverpoint Wealth Management Holdings, LLC | History | Added to | 1,611 | 223 | 0.05% | 0.05% | 395 | +6 | 0.37% | Q1 2026 | May 04, 2026 |
| Financial Advisory Corp | History | Added to | 1,606 | 223 | 0.03% | 0.03% | 396 | +6 | 0.38% | Q1 2026 | Apr 10, 2026 |
| Clearwater Capital Advisors, LLC | History | Added to | 1,596 | 221 | 0.02% | 0.02% | 398 | +109 | 7.33% | Q1 2026 | May 13, 2026 |
| VOISARD ASSET MANAGEMENT GROUP, INC. | History | Added to | 1,598 | 221 | 0.05% | 0.05% | 399 | +6 | 0.38% | Q1 2026 | Apr 10, 2026 |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | History | Reduced | 1,565 | 217 | 0.07% | 0.09% | 400 | -265 | -14.48% | Q1 2026 | May 04, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 1,545 | 214 | 0.01% | 0.01% | 401 | -11 | -0.71% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Reduced | 1,538 | 213 | 0.0% | 0.06% | 402 | -31,749 | -95.38% | Q1 2026 | May 14, 2026 |
| Frec Markets, Inc. | History | New | 1,515 | 210 | 0.04% | — | 406 | +1,515 | New | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 1,514 | 210 | 0.0% | 0.0% | 403 | -237 | -13.54% | Q1 2026 | Apr 14, 2026 |
| TSFG, LLC | History | Reduced | 1,510 | 210 | 0.03% | 0.03% | 404 | -50 | -3.21% | Q1 2026 | Apr 27, 2026 |
| Cornerstone National Bank & Trust Co | History | No change | 1,500 | 210 | 0.08% | 0.08% | 405 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Vident Advisory, LLC | History | New | 1,509 | 209 | 0.0% | — | 407 | +1,509 | New | Q1 2026 | May 14, 2026 |
| HARTLINE INVESTMENT CORP/ | History | No change | 1,500 | 208 | 0.02% | 0.02% | 408 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 1,500 | 208 | 0.01% | 0.01% | 409 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 1,500 | 208 | 0.01% | 0.01% | 410 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 1,493 | 207 | 0.02% | — | 411 | +1,493 | New | Q1 2026 | May 12, 2026 |
| Platform Technology Partners | History | New | 1,473 | 204 | 0.04% | — | 412 | +1,473 | New | Q1 2026 | Apr 27, 2026 |
| American Trust | History | Reduced | 1,456 | 202 | 0.02% | 0.02% | 413 | -275 | -15.89% | Q1 2026 | May 01, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,442 | 200 | 0.0% | 0.0% | 414 | -3 | -0.21% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,414 | 197 | 0.0% | 0.0% | 415 | +85 | 6.4% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Added to | 1,387 | 192 | 0.0% | 0.0% | 416 | +288 | 26.21% | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | No change | 1,350 | 191 | 0.15% | 0.15% | 417 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | New | 1,321 | 183 | 0.0% | — | 418 | +1,321 | New | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | Reduced | 1,250 | 173 | 0.0% | 0.0% | 419 | -200 | -13.79% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,238 | 172 | 0.02% | 0.02% | 420 | +59 | 5.0% | Q1 2026 | Apr 06, 2026 |
| GeoWealth Management, LLC | History | New | 1,198 | 166 | 0.01% | — | 421 | +1,198 | New | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 1,072 | 148 | 0.0% | 0.0% | 423 | -65 | -5.72% | Q1 2026 | Apr 27, 2026 |
| UMB Bank, n.a. | History | Added to | 1,072 | 148 | 0.0% | 0.0% | 422 | +51 | 5.0% | Q1 2026 | May 11, 2026 |
| DHJJ Financial Advisors, Ltd. | History | No change | 1,033 | 143 | 0.05% | 0.05% | 424 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 992 | 137 | 0.01% | 0.01% | 425 | +145 | 17.12% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 976 | 135 | 0.0% | 0.0% | 426 | +70 | 7.73% | Q1 2026 | May 07, 2026 |
| AlphaQuest LLC | History | No change | 819 | 114 | 0.01% | 0.01% | 427 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 771 | 108 | 0.0% | 0.0% | 428 | -125 | -13.95% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 703 | 97 | 0.0% | 0.0% | 429 | +124 | 21.42% | Q1 2026 | May 14, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 685 | 95 | 0.01% | 0.01% | 430 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| TRUST CO OF VERMONT | History | No change | 634 | 88 | 0.0% | 0.0% | 431 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Operose Advisors LLC | History | New | 623 | 86 | 0.02% | — | 432 | +623 | New | Q1 2026 | May 12, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 566 | 75 | 0.0% | 0.0% | 433 | -96 | -14.5% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 527 | 73 | 0.01% | 0.01% | 434 | -191 | -26.6% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 520 | 72 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 507 | 70 | 0.0% | 0.0% | 436 | -5,710 | -91.84% | Q1 2026 | May 08, 2026 |
| Bayforest Capital Ltd | History | Reduced | 442 | 61 | 0.07% | 0.32% | 437 | -2,669 | -85.79% | Q1 2026 | Apr 15, 2026 |
| Reyes Financial Architecture, Inc. | History | Reduced | 435 | 60 | 0.05% | 0.05% | 439 | -123 | -22.04% | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 433 | 60 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 428 | 59 | 0.0% | 0.0% | 440 | +199 | 86.9% | Q1 2026 | Apr 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 405 | 56 | 0.04% | 0.02% | 441 | +39 | 10.66% | Q1 2026 | May 01, 2026 |
| Quent Capital, LLC | History | Reduced | 391 | 54 | 0.0% | 0.0% | 442 | -88 | -18.37% | Q1 2026 | Apr 28, 2026 |
| Harvest Fund Management Co., Ltd | History | Reduced | 376 | 52 | 0.0% | 0.03% | 443 | -6,336 | -94.4% | Q1 2026 | May 13, 2026 |
| REAP Financial Group, LLC | History | Added to | 378 | 52 | 0.01% | 0.01% | 444 | +5 | 1.34% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Added to | 354 | 49 | 0.0% | 0.0% | 445 | +1 | 0.28% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 350 | 48 | 0.0% | 0.0% | 446 | +24 | 7.36% | Q1 2026 | May 15, 2026 |
| Millstone Evans Group, LLC | History | No change | 348 | 48 | 0.03% | 0.03% | 447 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | Added to | 345 | 47 | 0.0% | 0.0% | 448 | +43 | 14.24% | Q1 2026 | May 15, 2026 |
| Ares Financial Consulting, LLC | History | New | 334 | 46 | 0.04% | — | 449 | +334 | New | Q1 2026 | Apr 02, 2026 |
| Strive Financial Group ,LLC | History | Added to | 318 | 44 | 0.02% | 0.02% | 451 | +39 | 13.98% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 319 | 44 | 0.0% | 0.0% | 450 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 301 | 41 | 0.0% | 0.0% | 452 | +56 | 22.86% | Q1 2026 | Apr 24, 2026 |
| Leonteq Securities AG | History | New | 285 | 39 | 0.0% | — | 454 | +285 | New | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 282 | 39 | 0.0% | 0.0% | 453 | +235 | 500.0% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 277 | 38 | 0.01% | — | 455 | +277 | New | Q1 2026 | Apr 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 254 | 35 | 0.01% | — | 457 | +254 | New | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 257 | 35 | 0.01% | 0.0% | 456 | +7 | 2.8% | Q1 2026 | May 15, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 251 | 34 | 0.0% | 0.0% | 458 | +118 | 88.72% | Q1 2026 | May 05, 2026 |
| WHITTIER TRUST CO | History | Reduced | 238 | 33 | 0.0% | 0.0% | 459 | -17 | -6.67% | Q1 2026 | Apr 28, 2026 |
| Park Place Capital Corp | History | No change | 232 | 32 | 0.01% | 0.01% | 460 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 225 | 31 | 0.0% | 0.0% | 461 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Raleigh Capital Management Inc. | History | Added to | 211 | 29 | 0.01% | 0.01% | 462 | +1 | 0.48% | Q1 2026 | Apr 28, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 203 | 28 | 0.0% | 0.0% | 463 | +112 | 123.08% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 173 | 24 | 0.0% | 0.0% | 464 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 167 | 23 | 0.0% | 0.0% | 465 | -109 | -39.49% | Q1 2026 | Apr 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 169 | 23 | 0.0% | 0.0% | 466 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 167 | 23 | 0.0% | 0.0% | 467 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Westside Investment Management, Inc. | History | No change | 160 | 22 | 0.0% | 0.0% | 468 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 148 | 20 | 0.0% | — | 469 | +142 | 2366.67% | Q1 2026 | Apr 30, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 149 | 20 | 0.01% | 0.01% | 471 | -19 | -11.31% | Q1 2026 | Apr 20, 2026 |
| Gen-Wealth Partners Inc | History | No change | 150 | 20 | 0.01% | 0.01% | 470 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Trask Adam Roland | History | New | 138 | 19 | 0.02% | — | 475 | +138 | New | Q1 2026 | May 15, 2026 |
| Spire Wealth Management | History | Added to | 139 | 19 | 0.0% | 0.0% | 473 | +16 | 13.01% | Q1 2026 | Apr 22, 2026 |
| Key FInancial Inc | History | No change | 139 | 19 | 0.0% | 0.0% | 472 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 136 | 19 | 0.0% | 0.0% | 474 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sapience Investments, LLC | History | Reduced | 136 | 18 | 2.33% | 2.49% | 476 | -4,590 | -97.12% | Q1 2026 | May 15, 2026 |
| Basepoint Wealth LLC | History | Added to | 136 | 18 | 0.01% | 0.01% | 478 | +3 | 2.26% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | No change | 133 | 18 | 0.0% | 0.0% | 477 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 134 | 17 | 0.0% | — | 480 | +134 | New | Q1 2026 | May 08, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | No change | 126 | 17 | 0.0% | 0.0% | 479 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 116 | 16 | 0.0% | 0.0% | 482 | -50 | -30.12% | Q1 2026 | Apr 17, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 111 | 16 | 0.0% | 0.0% | 481 | +6 | 5.71% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | Added to | 120 | 16 | 0.0% | 0.0% | 483 | +5 | 4.35% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 114 | 15 | 0.0% | 0.0% | 484 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Kemnay Advisory Services Inc. | History | New | 102 | 14 | 0.0% | — | 486 | +102 | New | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Added to | 105 | 14 | 0.01% | 0.0% | 485 | +39 | 59.09% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 13 | 0.0% | 0.0% | 487 | -700 | -87.5% | Q1 2026 | May 12, 2026 |
| Covestor Ltd | History | Reduced | 94 | 13 | 0.01% | 0.02% | 488 | -182 | -65.94% | Q1 2026 | May 05, 2026 |
| CVA Family Office, LLC | History | New | 94 | 13 | 0.0% | — | 489 | +94 | New | Q1 2026 | Apr 29, 2026 |
| True Wealth Design, LLC | History | Added to | 92 | 12 | 0.0% | 0.0% | 491 | +6 | 6.98% | Q1 2026 | Apr 13, 2026 |
| FIRST HORIZON CORP | History | No change | 93 | 12 | 0.0% | 0.0% | 490 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Rossby Financial, LCC | History | Added to | 84 | 11 | 0.0% | 0.0% | 492 | +71 | 546.15% | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 75 | 10 | 0.0% | — | 494 | +75 | New | Q1 2026 | Apr 13, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 75 | 10 | 0.0% | 0.0% | 493 | +3 | 4.17% | Q1 2026 | Apr 20, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 69 | 9 | 0.0% | — | 496 | +69 | New | Q1 2026 | Apr 17, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 68 | 9 | 0.0% | — | 497 | +68 | New | Q1 2026 | Apr 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 71 | 9 | 0.0% | 0.0% | 495 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 62 | 8 | 0.0% | — | 502 | +62 | New | Q1 2026 | May 08, 2026 |
| WPG Advisers, LLC | History | Reduced | 62 | 8 | 0.01% | 0.01% | 501 | -58 | -48.33% | Q1 2026 | Apr 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 60 | 8 | 0.0% | 0.0% | 500 | +5 | 9.09% | Q1 2026 | Apr 23, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 59 | 8 | 0.0% | 0.0% | 498 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 58 | 8 | 0.0% | 0.0% | 499 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| LRI Investments, LLC | History | Reduced | 52 | 7 | 0.0% | 0.01% | 506 | -711 | -93.18% | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Added to | 57 | 7 | 0.0% | 0.0% | 505 | +25 | 78.13% | Q1 2026 | Apr 15, 2026 |
| Avion Wealth | History | Added to | 51 | 7 | 0.0% | 0.0% | 504 | +15 | 41.67% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | Added to | 54 | 7 | 0.0% | 0.0% | 507 | +2 | 3.85% | Q1 2026 | May 13, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 56 | 7 | 0.0% | 0.0% | 503 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Joseph Group Capital Management | History | New | 47 | 6 | 0.0% | — | 512 | +47 | New | Q1 2026 | May 08, 2026 |
| JDM Financial Group LLC | History | New | 47 | 6 | 0.0% | — | 513 | +47 | New | Q1 2026 | May 20, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 47 | 6 | 0.0% | 0.0% | 508 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 44 | 6 | 0.0% | 0.0% | 509 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| High Note Wealth, LLC | History | No change | 46 | 6 | 0.0% | 0.0% | 510 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 48 | 6 | 0.0% | 0.0% | 511 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 36 | 5 | 0.0% | — | 516 | +36 | New | Q1 2026 | May 13, 2026 |
| Sachetta, LLC | History | No change | 37 | 5 | 0.0% | 0.0% | 514 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 39 | 5 | 0.0% | 0.0% | 515 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Park Square Financial Group, LLC | History | New | 30 | 4 | 0.03% | — | 523 | +30 | New | Q1 2026 | May 13, 2026 |
| ALBION FINANCIAL GROUP /UT | History | Added to | 29 | 4 | 0.0% | 0.0% | 517 | +15 | 107.14% | Q1 2026 | Apr 27, 2026 |
| Geneos Wealth Management Inc. | History | No change | 35 | 4 | 0.0% | 0.0% | 518 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 31 | 4 | 0.0% | 0.0% | 519 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Motiv8 Investments LLC | History | No change | 32 | 4 | 0.0% | 0.0% | 520 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 33 | 4 | 0.0% | 0.0% | 521 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bravera Wealth | History | No change | 31 | 4 | 0.0% | 0.0% | 522 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Torren Management, LLC | History | Reduced | 23 | 3 | 0.0% | 0.03% | 524 | -358 | -93.96% | Q1 2026 | Apr 30, 2026 |
| CX Institutional | History | New | 22 | 3 | 0.0% | — | 526 | +22 | New | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | No change | 22 | 3 | 0.0% | 0.0% | 525 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Investors Portfolio Services LLC | History | New | 19 | 2 | 0.0% | — | 531 | +19 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 18 | 2 | 0.0% | 0.0% | 529 | +6 | 50.0% | Q1 2026 | May 08, 2026 |
| Bogart Wealth, LLC | History | Reduced | 20 | 2 | 0.0% | 0.0% | 527 | -2 | -9.09% | Q1 2026 | Apr 28, 2026 |
| ORG Partners LLC | History | No change | 16 | 2 | 0.0% | 0.0% | 528 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Sunrise Financial Services, LLC | History | No change | 18 | 2 | 0.0% | 0.0% | 530 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Abound Wealth Management | History | New | 14 | 1 | 0.0% | — | 545 | +14 | New | Q1 2026 | Apr 10, 2026 |
| Dunhill Financial, LLC | History | Added to | 14 | 1 | 0.0% | — | 536 | +13 | 1300.0% | Q1 2026 | May 06, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 12 | 1 | 0.0% | — | 542 | +12 | New | Q1 2026 | Apr 29, 2026 |
| NBT BANK N A /NY | History | New | 10 | 1 | 0.0% | — | 543 | +10 | New | Q1 2026 | Apr 28, 2026 |
| Investors Research Corp | History | New | 10 | 1 | 0.0% | — | 544 | +10 | New | Q1 2026 | Apr 03, 2026 |
| Valued Wealth Advisors LLC | History | New | 8 | 1 | 0.0% | — | 546 | +8 | New | Q1 2026 | Apr 30, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 11 | 1 | 0.0% | — | 534 | +4 | 57.14% | Q1 2026 | Apr 14, 2026 |
| Cromwell Holdings LLC | History | Added to | 10 | 1 | 0.0% | — | 535 | +4 | 66.67% | Q1 2026 | Apr 30, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 539 | -4 | -23.53% | Q1 2026 | Apr 28, 2026 |
| Hughes Financial Services, LLC | History | Added to | 12 | 1 | 0.0% | 0.0% | 540 | +1 | 9.09% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 14 | 1 | 0.0% | 0.0% | 541 | +1 | 7.69% | Q1 2026 | May 14, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 10 | 1 | 0.0% | 0.0% | 532 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| First Command Advisory Services, Inc. | History | No change | 12 | 1 | 0.0% | 0.0% | 533 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 14 | 1 | 0.0% | 0.0% | 537 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 8 | 1 | 0.0% | 0.0% | 538 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -203,554 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.04% | — | -172,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Longaeva Partners L.P. | History | Closed out | 0 | 0 | — | 0.76% | — | -64,715 | -100.0% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -61,025 | -100.0% | Q1 2026 | May 14, 2026 |
| Interval Partners, LP | History | Closed out | 0 | 0 | — | 0.15% | — | -59,269 | -100.0% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.02% | — | -49,100 | -100.0% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -40,294 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,189 | -100.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,042 | -100.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,725 | -100.0% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,198 | -100.0% | Q1 2026 | Apr 30, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -9,611 | -100.0% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,300 | -100.0% | Q1 2026 | May 04, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -7,067 | -100.0% | Q1 2026 | May 13, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -4,059 | -100.0% | Q1 2026 | May 14, 2026 |
| HighPoint Advisor Group LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -3,898 | -100.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,585 | -100.0% | Q1 2026 | May 15, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.18% | — | -3,283 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI | History | Closed out | 0 | 0 | — | 0.03% | — | -3,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -2,814 | -100.0% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,785 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,606 | -100.0% | Q1 2026 | May 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -2,579 | -100.0% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,452 | -100.0% | Q1 2026 | May 13, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | 0.02% | — | -2,000 | -100.0% | Q1 2026 | Apr 14, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,964 | -100.0% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,697 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilltop Holdings Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,645 | -100.0% | Q1 2026 | May 14, 2026 |
| LVZ, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -1,523 | -100.0% | Q1 2026 | Apr 28, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,499 | -100.0% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,300 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -1,138 | -100.0% | Q1 2026 | May 13, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -225 | -100.0% | Q1 2026 | May 06, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -201 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q1 2026 | May 15, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q1 2026 | May 15, 2026 |
| Carolina Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Prestige Wealth Management Group LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 13, 2026 |
| AdvisorNet Financial, Inc | History | Added to | 5 | 0 | — | — | — | +4 | 400.0% | Q1 2026 | Apr 17, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q1 2026 | Apr 27, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 30, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 05, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 7 | 0 | — | — | — | +2 | 40.0% | Q1 2026 | Apr 07, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Activest Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Nemes Rush Group LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 21, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IMA Advisory Services, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Anfield Capital Management, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 6 | 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 |
| Bare Financial Services, Inc | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ROSS\JOHNSON & Associates LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HFM Investment Advisors, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |