Aspen Technology, Inc. - 29109X106
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,772,339 | 941,689 | 2.17% | 2.19% | 1 | -386,352 | -9.29% | Q4 2024 | Feb 21, 2025 |
| BlackRock, Inc. | History | Reduced | 3,660,801 | 913,845 | 0.02% | 0.02% | 2 | -358,098 | -8.91% | Q4 2024 | Feb 07, 2025 |
| VANGUARD GROUP INC | History | Added to | 2,831,209 | 706,754 | 0.01% | 0.01% | 3 | +36,497 | 1.31% | Q4 2024 | Feb 11, 2025 |
| UBS Group AG | History | Added to | 1,234,940 | 308,278 | 0.06% | 0.0% | 4 | +1,161,751 | 1587.33% | Q4 2024 | Feb 14, 2025 |
| STATE STREET CORP | History | Added to | 1,017,886 | 254,089 | 0.01% | 0.01% | 5 | +20,633 | 2.07% | Q4 2024 | Feb 14, 2025 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 882,192 | 220,362 | 0.23% | 0.24% | 6 | -34,924 | -3.81% | Q4 2024 | Jan 06, 2025 |
| FRANKLIN RESOURCES INC | History | Added to | 690,940 | 172,479 | 0.05% | 0.0% | 7 | +661,820 | 2272.73% | Q4 2024 | Feb 12, 2025 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 674,006 | 170,450 | 0.5% | 0.63% | 8 | -219,891 | -24.6% | Q4 2024 | Feb 14, 2025 |
| Assenagon Asset Management S.A. | History | Added to | 634,210 | 158,317 | 0.26% | 0.0% | 9 | +632,545 | 37990.69% | Q4 2024 | Jan 14, 2025 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 623,820 | 155,721 | 0.04% | 0.04% | 10 | +12,456 | 2.04% | Q4 2024 | Feb 13, 2025 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 522,033 | 130,699 | 0.01% | 0.01% | 11 | -43,413 | -7.68% | Q4 2024 | Feb 12, 2025 |
| Independent Franchise Partners LLP | History | Reduced | 520,184 | 129,853 | 0.97% | 1.17% | 12 | -35,374 | -6.37% | Q4 2024 | Feb 13, 2025 |
| DEUTSCHE BANK AG\ | History | Added to | 509,410 | 127,164 | 0.05% | 0.01% | 13 | +396,607 | 351.59% | Q4 2024 | Jun 30, 2025 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 504,815 | 126,017 | 0.03% | 0.03% | 14 | -42,032 | -7.69% | Q4 2024 | Feb 13, 2025 |
| JPMORGAN CHASE & CO | History | Reduced | 314,504 | 78,509 | 0.01% | 0.01% | 15 | -48,945 | -13.47% | Q4 2024 | Feb 12, 2025 |
| NORGES BANK | History | New | 283,671 | 70,812 | 0.01% | — | 16 | +283,671 | New | Q4 2024 | Feb 12, 2025 |
| NORTHERN TRUST CORP | History | Added to | 269,548 | 67,287 | 0.01% | 0.01% | 17 | +66,640 | 32.84% | Q4 2024 | Feb 14, 2025 |
| RAYMOND JAMES FINANCIAL INC | History | New | 267,115 | 66,679 | 0.02% | — | 18 | +267,115 | New | Q4 2024 | Apr 23, 2025 |
| BAMCO INC /NY/ | History | Reduced | 253,214 | 63,209 | 0.16% | 0.3% | 19 | -214,797 | -45.9% | Q4 2024 | Feb 14, 2025 |
| Stephens Investment Management Group LLC | History | Reduced | 248,287 | 61,979 | 0.83% | 0.82% | 20 | -2,970 | -1.18% | Q4 2024 | Jan 28, 2025 |
| GOLDMAN SACHS GROUP INC | History | Added to | 234,190 | 58,460 | 0.01% | 0.0% | 21 | +194,522 | 490.38% | Q4 2024 | Feb 11, 2025 |
| Bank of New York Mellon Corp | History | Reduced | 230,344 | 57,500 | 0.01% | 0.01% | 22 | -5,240 | -2.22% | Q4 2024 | Feb 04, 2025 |
| NOMURA HOLDINGS INC | History | New | 199,396 | 49,775 | 0.07% | — | 23 | +199,396 | New | Q4 2024 | Feb 14, 2025 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 198,352 | 49,514 | 0.01% | 0.02% | 24 | -53,061 | -21.11% | Q4 2024 | Feb 14, 2025 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 172,813 | 43,139 | 0.01% | 0.01% | 25 | -18,101 | -9.48% | Q4 2024 | Feb 13, 2025 |
| MORGAN STANLEY | History | Reduced | 171,812 | 42,889 | 0.0% | 0.0% | 26 | -99,942 | -36.78% | Q4 2024 | May 15, 2025 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 170,350 | 42,524 | 0.01% | 0.01% | 27 | +2,518 | 1.5% | Q4 2024 | Feb 06, 2025 |
| ROYAL BANK OF CANADA | History | Added to | 170,263 | 42,502 | 0.01% | 0.0% | 28 | +74,333 | 77.49% | Q4 2024 | Feb 14, 2025 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 155,678 | 38,861 | 0.02% | 0.03% | 29 | -75,898 | -32.77% | Q4 2024 | Feb 14, 2025 |
| Amundi | History | Added to | 142,897 | 35,874 | 0.01% | 0.0% | 30 | +110,838 | 345.73% | Q4 2024 | Feb 07, 2025 |
| D. E. Shaw & Co., Inc. | History | Reduced | 125,257 | 31,267 | 0.02% | 0.03% | 31 | -26,919 | -17.69% | Q4 2024 | Feb 14, 2025 |
| CITADEL ADVISORS LLC | History | Reduced | 124,860 | 31,168 | 0.01% | 0.01% | 32 | -98,445 | -44.09% | Q4 2024 | Feb 14, 2025 |
| AQR Arbitrage LLC | History | New | 123,424 | 30,810 | 0.67% | — | 33 | +123,424 | New | Q4 2024 | Feb 14, 2025 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 114,647 | 28,619 | 0.02% | 0.01% | 34 | +69,596 | 154.48% | Q4 2024 | Apr 23, 2025 |
| Neuberger Berman Group LLC | History | Reduced | 112,984 | 28,204 | 0.02% | 0.16% | 35 | -766,317 | -87.15% | Q4 2024 | Feb 13, 2025 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 111,603 | 27,859 | 0.2% | 0.27% | 36 | -54,749 | -32.91% | Q4 2024 | Feb 12, 2025 |
| Man Group plc | History | Added to | 110,293 | 27,532 | 0.07% | 0.0% | 37 | +102,942 | 1400.38% | Q4 2024 | Feb 14, 2025 |
| Legal & General Group Plc | History | Reduced | 98,238 | 24,523 | 0.01% | 0.01% | 38 | -643 | -0.65% | Q4 2024 | Feb 13, 2025 |
| STIFEL FINANCIAL CORP | History | Reduced | 96,133 | 23,997 | 0.02% | 0.02% | 39 | -1,210 | -1.24% | Q4 2024 | Feb 13, 2025 |
| Invesco Ltd. | History | Added to | 94,027 | 23,471 | 0.0% | 0.0% | 40 | +44,711 | 90.66% | Q4 2024 | Feb 13, 2025 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 85,623 | 21,374 | 0.03% | 0.01% | 41 | +57,012 | 199.27% | Q4 2024 | Feb 14, 2025 |
| Swiss National Bank | History | Reduced | 80,500 | 20,095 | 0.01% | 0.01% | 42 | -4,200 | -4.96% | Q4 2024 | Feb 10, 2025 |
| RHUMBLINE ADVISERS | History | Reduced | 79,004 | 19,721 | 0.02% | 0.02% | 43 | -1,196 | -1.49% | Q4 2024 | May 29, 2025 |
| Hudson Bay Capital Management LP | History | New | 78,121 | 19,501 | 0.07% | — | 44 | +78,121 | New | Q4 2024 | Feb 14, 2025 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 76,509 | 19,098 | 15.64% | 0.01% | 45 | -253,992 | -76.85% | Q4 2024 | Mar 24, 2025 |
| Clearbridge Investments, LLC | History | Reduced | 70,157 | 17,513 | 0.01% | 0.09% | 46 | -385,980 | -84.62% | Q4 2024 | Feb 12, 2025 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 66,430 | 16,582 | 0.03% | — | 47 | +66,430 | New | Q4 2024 | Feb 14, 2025 |
| BARCLAYS PLC | History | Reduced | 65,497 | 16,350 | 0.0% | 0.01% | 48 | -13,921 | -17.53% | Q4 2024 | Mar 19, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 63,370 | 15,819 | 0.01% | 1.77% | 49 | -59,371 | -48.37% | Q4 2024 | Jan 31, 2025 |
| BLI - Banque de Luxembourg Investments | History | New | 59,544 | 14,826 | 0.4% | — | 50 | +59,544 | New | Q4 2024 | Feb 14, 2025 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 57,967 | 14,470 | 0.01% | 0.1% | 51 | -524,715 | -90.05% | Q4 2024 | Jan 28, 2025 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 55,680 | 13,899 | 0.01% | 0.0% | 52 | +44,913 | 417.14% | Q4 2024 | Feb 14, 2025 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 55,080 | 13,749 | 0.02% | — | 53 | +55,080 | New | Q4 2024 | Feb 13, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 53,764 | 13,421 | 0.0% | 0.0% | 54 | +26,358 | 96.18% | Q4 2024 | Feb 14, 2025 |
| HSBC HOLDINGS PLC | History | Added to | 52,121 | 13,022 | 0.01% | 0.0% | 55 | +31,243 | 149.65% | Q4 2024 | Feb 14, 2025 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 50,905 | 12,707 | 0.01% | 0.01% | 56 | -1,058 | -2.04% | Q4 2024 | Mar 18, 2025 |
| SEI INVESTMENTS CO | History | Reduced | 49,544 | 12,367 | 0.02% | 0.02% | 57 | -23,750 | -32.4% | Q4 2024 | Feb 11, 2025 |
| NATIXIS | History | New | 48,921 | 12,212 | 0.07% | — | 58 | +48,921 | New | Q4 2024 | Feb 13, 2025 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 46,326 | 11,564 | 0.23% | 0.21% | 59 | -442 | -0.95% | Q4 2024 | Jan 31, 2025 |
| CITIGROUP INC | History | Added to | 45,361 | 11,323 | 0.01% | 0.0% | 60 | +22,121 | 95.19% | Q4 2024 | Feb 12, 2025 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 42,058 | 10,498 | 0.03% | 0.04% | 61 | -9,571 | -18.54% | Q4 2024 | Feb 13, 2025 |
| BANK OF NOVA SCOTIA | History | Added to | 40,838 | 10,194 | 0.02% | 0.0% | 62 | +37,675 | 1191.12% | Q4 2024 | Jul 02, 2025 |
| Pentwater Capital Management LP | History | New | 38,000 | 9,485 | 0.1% | — | 63 | +38,000 | New | Q4 2024 | Feb 14, 2025 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 37,819 | 9,440 | 0.0% | 0.0% | 64 | -567 | -1.48% | Q4 2024 | Feb 12, 2025 |
| Sculptor Capital LP | History | New | 37,238 | 9,295 | 0.12% | — | 65 | +37,238 | New | Q4 2024 | Feb 14, 2025 |
| Holocene Advisors, LP | History | New | 36,700 | 9,161 | 0.03% | — | 66 | +36,700 | New | Q4 2024 | Feb 14, 2025 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 36,012 | 8,989 | 0.0% | 0.11% | 67 | -150,522 | -80.69% | Q4 2024 | Feb 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Added to | 35,793 | 8,935 | 0.05% | 0.0% | 68 | +33,556 | 1500.04% | Q4 2024 | Feb 14, 2025 |
| SONA ASSET MANAGEMENT (US) LLC | History | New | 35,631 | 8,894 | 0.35% | — | 69 | +35,631 | New | Q4 2024 | Feb 14, 2025 |
| Retirement Systems of Alabama | History | Added to | 32,301 | 8,063 | 0.03% | 0.03% | 70 | +28 | 0.09% | Q4 2024 | Jan 27, 2025 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 29,852 | 7,451 | 0.0% | 0.0% | 71 | -35,681 | -54.45% | Q4 2024 | Feb 14, 2025 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 29,560 | 7,379 | 0.01% | 0.01% | 72 | -100 | -0.34% | Q4 2024 | Feb 10, 2025 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 28,096 | 7,013 | 0.1% | 0.08% | 73 | +2,637 | 10.36% | Q4 2024 | Feb 11, 2025 |
| NewEdge Wealth, LLC | History | Reduced | 27,304 | 6,815 | 0.12% | 0.12% | 74 | -626 | -2.24% | Q4 2024 | Feb 05, 2025 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 27,292 | 6,812 | 0.23% | 0.24% | 75 | +643 | 2.41% | Q4 2024 | Feb 06, 2025 |
| FIRST TRUST ADVISORS LP | History | Added to | 26,928 | 6,722 | 0.01% | 0.01% | 76 | +4,037 | 17.64% | Q4 2024 | Feb 13, 2025 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,618 | 6,644 | 0.01% | 0.01% | 77 | -633 | -2.32% | Q4 2024 | Jan 31, 2025 |
| ExodusPoint Capital Management, LP | History | New | 26,551 | 6,628 | 0.05% | — | 78 | +26,551 | New | Q4 2024 | Feb 12, 2025 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 26,523 | 6,620 | 0.01% | 0.0% | 79 | +26,408 | 22963.48% | Q4 2024 | Feb 12, 2025 |
| LPL Financial LLC | History | Reduced | 25,977 | 6,484 | 0.0% | 0.0% | 80 | -4,015 | -13.39% | Q4 2024 | Feb 11, 2025 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 25,000 | 6,240 | 0.01% | 0.0% | 81 | +22,425 | 870.87% | Q4 2024 | Feb 14, 2025 |
| DnB Asset Management AS | History | Added to | 22,821 | 5,696 | 0.02% | 0.02% | 82 | +1,844 | 8.79% | Q4 2024 | Feb 12, 2025 |
| FMR LLC | History | Added to | 22,704 | 5,667 | 0.0% | 0.0% | 83 | +18,335 | 419.66% | Q4 2024 | Feb 13, 2025 |
| Pacer Advisors, Inc. | History | Added to | 22,631 | 5,649 | 0.01% | 0.01% | 84 | +7,048 | 45.23% | Q4 2024 | Jan 22, 2025 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 22,229 | 5,549 | 0.0% | 0.0% | 85 | -418 | -1.85% | Q4 2024 | Feb 14, 2025 |
| Verition Fund Management LLC | History | Added to | 21,339 | 5,326 | 0.02% | 0.01% | 86 | +13,210 | 162.5% | Q4 2024 | Feb 14, 2025 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 20,698 | 5,166 | 0.01% | 0.01% | 87 | -256 | -1.22% | Q4 2024 | Feb 12, 2025 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 19,219 | 4,822 | 0.0% | 0.0% | 88 | +160 | 0.84% | Q4 2024 | Feb 12, 2025 |
| Ensign Peak Advisors, Inc | History | No change | 18,837 | 4,702 | 0.01% | 0.01% | 89 | 0 | 0.0% | Q4 2024 | Feb 14, 2025 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 17,513 | 4,371 | 0.01% | 0.0% | 90 | +12,017 | 218.65% | Q4 2024 | Feb 07, 2025 |
| DANSKE BANK A/S | History | Added to | 16,153 | 4,032 | 0.01% | 0.01% | 91 | +1,400 | 9.49% | Q4 2024 | Mar 18, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 16,088 | 4,016 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2024 | Feb 14, 2025 |
| AVIVA PLC | History | New | 15,989 | 3,991 | 0.01% | — | 93 | +15,989 | New | Q4 2024 | Feb 13, 2025 |
| Atria Investments, Inc | History | Reduced | 15,824 | 3,950 | 0.05% | 0.05% | 94 | -1,037 | -6.15% | Q4 2024 | Feb 06, 2025 |
| Pictet Asset Management Holding SA | History | Added to | 15,389 | 3,841 | 0.0% | 0.0% | 95 | +2,865 | 22.88% | Q4 2024 | Feb 12, 2025 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | Added to | 15,250 | 3,807 | 0.04% | 0.04% | 96 | +300 | 2.01% | Q4 2024 | Feb 04, 2025 |
| MetLife Investment Management, LLC | History | Added to | 14,981 | 3,739 | 0.02% | 0.02% | 97 | +1,244 | 9.06% | Q4 2024 | Feb 13, 2025 |
| REGIONS FINANCIAL CORP | History | Reduced | 14,725 | 3,675 | 0.03% | 0.03% | 98 | -730 | -4.72% | Q4 2024 | Feb 14, 2025 |
| COMERICA BANK | History | Reduced | 14,595 | 3,643 | 0.01% | 0.01% | 99 | -881 | -5.69% | Q4 2024 | Feb 14, 2025 |
| BNP PARIBAS FINANCIAL MARKETS | History | New | 14,589 | 3,641 | 0.0% | — | 100 | +14,589 | New | Q4 2024 | Feb 14, 2025 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 14,465 | 3,610 | 0.0% | 0.0% | 101 | -1,001 | -6.47% | Q4 2024 | Oct 08, 2025 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 14,032 | 3,502 | 0.04% | 0.04% | 102 | -328 | -2.28% | Q4 2024 | Feb 05, 2025 |
| &PARTNERS | History | Added to | 12,644 | 3,176 | 0.04% | 0.03% | 103 | +5,779 | 84.18% | Q4 2024 | Feb 14, 2025 |
| US BANCORP \DE\ | History | Reduced | 12,698 | 3,169 | 0.0% | 0.0% | 104 | -997 | -7.28% | Q4 2024 | Feb 05, 2025 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 12,617 | 3,149 | 0.02% | 0.02% | 105 | -1,210 | -8.75% | Q4 2024 | Feb 14, 2025 |
| State of Tennessee, Department of Treasury | History | Reduced | 12,506 | 3,121 | 0.01% | 0.01% | 106 | -352 | -2.74% | Q4 2024 | Feb 13, 2025 |
| KLP KAPITALFORVALTNING AS | History | New | 12,450 | 3,107 | 0.01% | — | 107 | +12,450 | New | Q4 2024 | Feb 11, 2025 |
| MARSHALL WACE, LLP | History | Reduced | 12,110 | 3,023 | 0.0% | 0.02% | 108 | -51,999 | -81.11% | Q4 2024 | Feb 13, 2025 |
| Lansforsakringar Fondforvaltning AB (publ) | History | New | 10,976 | 2,739 | 0.02% | — | 109 | +10,976 | New | Q4 2024 | Apr 14, 2025 |
| M&T BANK CORP | History | Reduced | 10,953 | 2,734 | 0.01% | 0.01% | 110 | -173 | -1.55% | Q4 2024 | Feb 06, 2025 |
| J. Safra Sarasin Holding AG | History | New | 10,867 | 2,712 | 0.05% | — | 111 | +10,867 | New | Q4 2024 | Feb 14, 2025 |
| Sanctuary Advisors, LLC | History | Reduced | 10,218 | 2,702 | 0.02% | 0.02% | 112 | -2,388 | -18.94% | Q4 2024 | Jan 31, 2025 |
| Russell Investments Group, Ltd. | History | Reduced | 10,719 | 2,674 | 0.0% | 0.01% | 113 | -8,503 | -44.24% | Q4 2024 | Feb 13, 2025 |
| Walleye Capital LLC | History | New | 10,605 | 2,647 | 0.01% | — | 114 | +10,605 | New | Q4 2024 | Feb 13, 2025 |
| Asset Management One Co., Ltd. | History | Reduced | 10,518 | 2,640 | 0.01% | 0.01% | 115 | -96 | -0.9% | Q4 2024 | Jan 30, 2025 |
| State of New Jersey Common Pension Fund D | History | Reduced | 10,330 | 2,578 | 0.01% | 0.01% | 116 | -541 | -4.98% | Q4 2024 | Jan 31, 2025 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 10,188 | 2,544 | 0.02% | 0.02% | 117 | -847 | -7.68% | Q4 2024 | Feb 13, 2025 |
| AGF MANAGEMENT LTD | History | Reduced | 10,170 | 2,538 | 0.01% | 0.02% | 118 | -3,976 | -28.11% | Q4 2024 | Feb 07, 2025 |
| Squarepoint Ops LLC | History | New | 10,106 | 2,522 | 0.0% | — | 119 | +10,106 | New | Q4 2024 | Feb 14, 2025 |
| LMR Partners LLP | History | New | 10,000 | 2,496 | 0.02% | — | 120 | +10,000 | New | Q4 2024 | Feb 14, 2025 |
| Centiva Capital, LP | History | New | 10,000 | 2,496 | 0.05% | — | 121 | +10,000 | New | Q4 2024 | Feb 14, 2025 |
| Police & Firemen's Retirement System of New Jersey | History | New | 9,680 | 2,416 | 0.02% | — | 122 | +9,680 | New | Q4 2024 | Feb 11, 2025 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,382 | 2,342 | 0.03% | 0.03% | 123 | -412 | -4.21% | Q4 2024 | Jan 27, 2025 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 9,325 | 2,327 | 0.0% | 0.0% | 124 | -1,327 | -12.46% | Q4 2024 | Feb 06, 2025 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 9,238 | 2,306 | 0.01% | 0.01% | 125 | -529 | -5.42% | Q4 2024 | Feb 19, 2025 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 9,216 | 2,300 | 0.06% | 0.07% | 126 | -256 | -2.7% | Q4 2024 | Feb 11, 2025 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 8,910 | 2,224 | 0.0% | 0.0% | 127 | +2,632 | 41.92% | Q4 2024 | Feb 11, 2025 |
| STRS OHIO | History | Added to | 8,520 | 2,126 | 0.01% | 0.01% | 128 | +2,326 | 37.55% | Q4 2024 | May 28, 2025 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 8,307 | 2,073 | 0.01% | 0.01% | 129 | -100 | -1.19% | Q4 2024 | Feb 06, 2025 |
| Arizona State Retirement System | History | Added to | 8,259 | 2,061 | 0.01% | 0.01% | 130 | +94 | 1.15% | Q4 2024 | Feb 06, 2025 |
| Skandinaviska Enskilda Banken AB (publ) | History | Added to | 7,763 | 1,932 | 0.01% | 0.01% | 132 | +484 | 6.65% | Q4 2024 | Feb 10, 2025 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 7,743 | 1,932 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q4 2024 | Feb 12, 2025 |
| Louisiana State Employees Retirement System | History | No change | 7,400 | 1,847 | 0.03% | 0.03% | 133 | 0 | 0.0% | Q4 2024 | Jan 29, 2025 |
| Illinois Municipal Retirement Fund | History | No change | 6,973 | 1,740 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q4 2024 | Feb 04, 2025 |
| Brevan Howard Capital Management LP | History | Added to | 6,869 | 1,714 | 0.01% | 0.0% | 135 | +5,018 | 271.1% | Q4 2024 | Feb 14, 2025 |
| PRUDENTIAL PLC | History | No change | 6,859 | 1,712 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q4 2024 | Feb 13, 2025 |
| Graham Capital Management, L.P. | History | Reduced | 6,682 | 1,668 | 0.03% | 0.03% | 137 | -1,774 | -20.98% | Q4 2024 | Feb 14, 2025 |
| Corient Private Wealth LLC | History | Reduced | 6,362 | 1,588 | 0.0% | 0.0% | 138 | -2,280 | -26.38% | Q4 2024 | Feb 10, 2025 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 6,112 | 1,525 | 0.0% | 0.0% | 139 | +134 | 2.24% | Q4 2024 | Feb 11, 2025 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 5,904 | 1,473 | 0.03% | 0.03% | 140 | +10 | 0.17% | Q4 2024 | Feb 11, 2025 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 5,867 | 1,464 | 0.01% | 0.01% | 141 | +11 | 0.19% | Q4 2024 | Feb 11, 2025 |
| Swiss Life Asset Management Ltd | History | Added to | 5,775 | 1,440 | 0.01% | 0.01% | 142 | +3,843 | 198.91% | Q4 2024 | Dec 09, 2025 |
| CREDIT AGRICOLE S A | History | Reduced | 5,621 | 1,403 | 0.0% | 0.01% | 143 | -866 | -13.35% | Q4 2024 | Feb 14, 2025 |
| GABELLI FUNDS LLC | History | Added to | 5,617 | 1,402 | 0.01% | 0.0% | 144 | +3,739 | 199.09% | Q4 2024 | Feb 13, 2025 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Added to | 5,455 | 1,361 | 0.01% | 0.01% | 145 | +695 | 14.6% | Q4 2024 | Feb 18, 2025 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 5,366 | 1,339 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2024 | Feb 05, 2025 |
| Korea Investment CORP | History | Reduced | 5,229 | 1,305 | 0.0% | 0.01% | 147 | -7,864 | -60.06% | Q4 2024 | Feb 12, 2025 |
| Polar Asset Management Partners Inc. | History | New | 5,000 | 1,248 | 0.01% | — | 148 | +5,000 | New | Q4 2024 | Feb 25, 2025 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 4,875 | 1,216 | 0.0% | 0.0% | 149 | -1,149 | -19.07% | Q4 2024 | Feb 10, 2025 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 4,815 | 1,201 | 0.0% | 0.0% | 150 | -9,807 | -67.07% | Q4 2024 | Feb 14, 2025 |
| XPONANCE, INC. | History | Added to | 4,750 | 1,185 | 0.01% | 0.01% | 151 | +275 | 6.15% | Q4 2024 | Feb 11, 2025 |
| SIMPLEX TRADING, LLC | History | New | 4,688 | 1,170 | 0.0% | — | 152 | +4,688 | New | Q4 2024 | Feb 11, 2025 |
| Pathstone Holdings, LLC | History | Added to | 4,626 | 1,154 | 0.01% | 0.0% | 153 | +1,151 | 33.12% | Q4 2024 | Feb 14, 2025 |
| B. Metzler seel. Sohn & Co. AG | History | Reduced | 4,548 | 1,135 | 0.01% | 0.01% | 154 | -58 | -1.26% | Q4 2024 | Feb 12, 2025 |
| BAILARD, INC. | History | Added to | 4,541 | 1,133 | 0.03% | 0.03% | 155 | +41 | 0.91% | Q4 2024 | Feb 05, 2025 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | New | 4,267 | 1,065 | 0.0% | — | 156 | +4,267 | New | Q4 2024 | Feb 28, 2025 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 4,182 | 1,043 | 0.0% | 0.01% | 157 | -12,384 | -74.76% | Q4 2024 | Jan 23, 2025 |
| Cetera Investment Advisers | History | Reduced | 3,953 | 986 | 0.0% | 0.0% | 158 | -2,192 | -35.67% | Q4 2024 | Feb 14, 2025 |
| TORONTO DOMINION BANK | History | Reduced | 3,832 | 956 | 0.0% | 0.0% | 159 | -57 | -1.47% | Q4 2024 | Feb 19, 2025 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,822 | 954 | 0.0% | 0.0% | 160 | +308 | 8.76% | Q4 2024 | Feb 13, 2025 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN/ /ADV | History | Reduced | 3,604 | 904 | 0.01% | 0.01% | 161 | -4 | -0.11% | Q4 2024 | Feb 14, 2025 |
| Mariner, LLC | History | Reduced | 3,538 | 883 | 0.0% | 0.0% | 162 | -1,407 | -28.45% | Q4 2024 | Feb 13, 2025 |
| Allianz Asset Management GmbH | History | Reduced | 3,441 | 858 | 0.0% | 0.0% | 163 | -1,263 | -26.85% | Q4 2024 | Feb 03, 2025 |
| HighTower Advisors, LLC | History | Added to | 3,386 | 845 | 0.0% | 0.0% | 164 | +165 | 5.12% | Q4 2024 | Feb 07, 2025 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,332 | 831 | 0.0% | 0.05% | 165 | -205,096 | -98.4% | Q4 2024 | May 02, 2025 |
| STEPHENS INC /AR/ | History | Added to | 3,210 | 801 | 0.01% | 0.01% | 166 | +75 | 2.39% | Q4 2024 | Jan 28, 2025 |
| FEDERATED HERMES, INC. | History | Added to | 3,154 | 787 | 0.0% | 0.0% | 167 | +431 | 15.83% | Q4 2024 | Feb 13, 2025 |
| TD ASSET MANAGEMENT INC | History | Added to | 3,042 | 759 | 0.0% | 0.0% | 168 | +219 | 7.76% | Q4 2024 | Feb 11, 2025 |
| MML INVESTORS SERVICES, LLC | History | Added to | 2,945 | 735 | 0.0% | 0.0% | 169 | +107 | 3.77% | Q4 2024 | Feb 13, 2025 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 2,852 | 711 | 0.01% | 0.01% | 170 | -265 | -8.5% | Q4 2024 | Feb 05, 2025 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,776 | 692 | 0.0% | 0.0% | 171 | +1,110 | 66.63% | Q4 2024 | Feb 14, 2025 |
| Integrated Wealth Concepts LLC | History | Reduced | 2,453 | 612 | 0.01% | 0.01% | 172 | -1,650 | -40.21% | Q4 2024 | Feb 14, 2025 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 2,420 | 604 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q4 2024 | Jan 28, 2025 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,305 | 575 | 0.01% | 0.01% | 174 | +132 | 6.07% | Q4 2024 | Feb 10, 2025 |
| GUGGENHEIM CAPITAL LLC | History | New | 2,261 | 564 | 0.0% | — | 175 | +2,261 | New | Q4 2024 | Feb 13, 2025 |
| Dai-ichi Life Insurance Company, Ltd | History | No change | 2,256 | 563 | 0.02% | 0.01% | 176 | 0 | 0.0% | Q4 2024 | Feb 13, 2025 |
| CIBC Asset Management Inc | History | Added to | 2,219 | 553 | 0.0% | 0.0% | 177 | +187 | 9.2% | Q4 2024 | Jan 31, 2025 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 2,200 | 549 | 0.0% | — | 178 | +2,200 | New | Q4 2024 | Feb 13, 2025 |
| Quantinno Capital Management LP | History | Added to | 2,122 | 529 | 0.01% | 0.0% | 179 | +543 | 34.39% | Q4 2024 | Feb 14, 2025 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 2,100 | 524 | 0.0% | 0.0% | 180 | -1,990 | -48.66% | Q4 2024 | Feb 14, 2025 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,008 | 501 | 0.0% | 0.0% | 181 | -948 | -32.07% | Q4 2024 | Jun 06, 2025 |
| Gibbs Wealth Management | History | Reduced | 1,987 | 496 | 0.13% | 0.2% | 182 | -585 | -22.74% | Q4 2024 | Nov 04, 2025 |
| MACQUARIE GROUP LTD | History | Added to | 1,919 | 479 | 0.0% | 0.0% | 183 | +1,281 | 200.78% | Q4 2024 | Feb 14, 2025 |
| OLD NATIONAL BANCORP /IN/ | History | Reduced | 1,915 | 478 | 0.01% | 0.01% | 184 | -34 | -1.74% | Q4 2024 | Jan 23, 2025 |
| Forum Financial Management, LP | History | Added to | 1,862 | 464 | 0.01% | 0.0% | 185 | +993 | 114.27% | Q4 2024 | Feb 20, 2025 |
| Callan Family Office, LLC | History | New | 1,832 | 457 | 0.03% | — | 186 | +1,832 | New | Q4 2024 | Feb 07, 2025 |
| Gotham Asset Management, LLC | History | Reduced | 1,817 | 453 | 0.0% | 0.01% | 187 | -627 | -25.65% | Q4 2024 | Feb 14, 2025 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 1,773 | 442 | 0.0% | — | 188 | +1,773 | New | Q4 2024 | Feb 12, 2025 |
| Crossmark Global Holdings, Inc. | History | Reduced | 1,706 | 426 | 0.01% | 0.01% | 189 | -481 | -21.99% | Q4 2024 | Jan 16, 2025 |
| Avanza Fonder AB | History | New | 1,700 | 424 | 0.01% | — | 190 | +1,700 | New | Q4 2024 | Jan 15, 2025 |
| Creative Planning | History | Reduced | 1,649 | 411 | 0.0% | 0.0% | 191 | -186 | -10.14% | Q4 2024 | Feb 14, 2025 |
| Sterling Capital Management LLC | History | Added to | 1,607 | 401 | 0.01% | 0.0% | 192 | +582 | 56.78% | Q4 2024 | Feb 13, 2025 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,599 | 399 | 0.01% | 0.01% | 193 | +173 | 12.13% | Q4 2024 | Feb 13, 2025 |
| COMMERCE BANK | History | Added to | 1,577 | 393 | 0.0% | 0.0% | 194 | +27 | 1.74% | Q4 2024 | Feb 13, 2025 |
| Maryland State Retirement & Pension System | History | No change | 1,539 | 384 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q4 2024 | Feb 11, 2025 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 1,519 | 379 | 0.0% | 0.0% | 196 | +207 | 15.78% | Q4 2024 | Mar 17, 2025 |
| ProShare Advisors LLC | History | Added to | 1,501 | 374 | 0.0% | 0.0% | 197 | +58 | 4.02% | Q4 2024 | Feb 14, 2025 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 1,488 | 371 | 0.0% | 0.0% | 198 | -258 | -14.78% | Q4 2024 | Feb 11, 2025 |
| Utah Retirement Systems | History | No change | 1,470 | 366 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2024 | Feb 14, 2025 |
| Kestra Advisory Services, LLC | History | Reduced | 1,433 | 357 | 0.0% | 0.0% | 200 | -234 | -14.04% | Q4 2024 | Feb 10, 2025 |
| Apollon Wealth Management, LLC | History | Reduced | 1,430 | 356 | 0.01% | 0.01% | 201 | -84 | -5.55% | Q4 2024 | Jan 28, 2025 |
| Dynasty Wealth Management, LLC | History | Reduced | 1,416 | 353 | 0.01% | 0.01% | 202 | -92 | -6.1% | Q4 2024 | Feb 05, 2025 |
| JANE STREET GROUP, LLC | History | Reduced | 1,409 | 351 | 0.0% | 0.0% | 203 | -437 | -23.67% | Q4 2024 | Feb 14, 2025 |
| WESBANCO BANK INC | History | Reduced | 1,384 | 345 | 0.01% | 0.01% | 204 | -164 | -10.59% | Q4 2024 | Jan 17, 2025 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Reduced | 1,334 | 333 | 0.01% | 0.01% | 205 | -145 | -9.8% | Q4 2024 | Feb 10, 2025 |
| OSSIAM | History | Added to | 1,319 | 329 | 0.01% | 0.0% | 206 | +585 | 79.7% | Q4 2024 | Feb 13, 2025 |
| Caprock Group, LLC | History | New | 1,311 | 327 | 0.01% | — | 207 | +1,311 | New | Q4 2024 | Jan 23, 2025 |
| E. Ohman J:or Asset Management AB | History | No change | 1,300 | 324 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q4 2024 | Jan 27, 2025 |
| DAVENPORT & Co LLC | History | Added to | 1,291 | 322 | 0.0% | 0.0% | 209 | +35 | 2.79% | Q4 2024 | Jan 24, 2025 |
| CIBC WORLD MARKETS CORP | History | Reduced | 1,288 | 321 | 0.0% | 0.0% | 210 | -373 | -22.46% | Q4 2024 | Feb 10, 2025 |
| APG Asset Management N.V. | History | New | 1,298 | 312 | 0.0% | — | 211 | +1,298 | New | Q4 2024 | Feb 13, 2025 |
| OMERS ADMINISTRATION Corp | History | Reduced | 1,197 | 298 | 0.0% | 0.0% | 212 | -1,000 | -45.52% | Q4 2024 | Feb 14, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,173 | 292 | 0.0% | 0.0% | 213 | +14 | 1.21% | Q4 2024 | Feb 07, 2025 |
| WHITTIER TRUST CO | History | Reduced | 1,109 | 276 | 0.0% | 0.0% | 214 | -10 | -0.89% | Q4 2024 | Feb 11, 2025 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 1,075 | 268 | 0.0% | 0.0% | 215 | -16 | -1.47% | Q4 2024 | Feb 05, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 1,068 | 266 | 0.0% | 0.01% | 216 | -428 | -28.61% | Q4 2024 | Feb 10, 2025 |
| D.A. DAVIDSON & CO. | History | No change | 1,065 | 265 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2024 | Jan 31, 2025 |
| Dakota Wealth Management | History | New | 1,051 | 262 | 0.01% | — | 218 | +1,051 | New | Q4 2024 | Jan 17, 2025 |
| Lido Advisors, LLC | History | New | 1,017 | 253 | 0.0% | — | 219 | +1,017 | New | Q4 2024 | Feb 14, 2025 |
| Focus Partners Wealth | History | New | 969 | 250 | 0.0% | — | 221 | +969 | New | Q4 2024 | May 29, 2025 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 1,002 | 250 | 0.01% | 0.01% | 220 | -91 | -8.33% | Q4 2024 | Feb 13, 2025 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 998 | 249 | 0.01% | 0.02% | 222 | -1,483 | -59.77% | Q4 2024 | Jan 27, 2025 |
| OneDigital Investment Advisors LLC | History | Reduced | 921 | 229 | 0.0% | 0.01% | 223 | -1,692 | -64.75% | Q4 2024 | Feb 13, 2025 |
| Walleye Trading LLC | History | Reduced | 900 | 224 | 0.0% | 0.0% | 224 | -1,996 | -68.92% | Q4 2024 | Feb 13, 2025 |
| APG Asset Management US Inc. | History | New | 896 | 223 | 0.0% | — | 225 | +896 | New | Q4 2024 | Feb 13, 2025 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 882 | 220 | 0.0% | 0.0% | 226 | -58 | -6.17% | Q4 2024 | Feb 10, 2025 |
| Cerity Partners LLC | History | Reduced | 911 | 218 | 0.0% | 0.0% | 228 | -208 | -18.59% | Q4 2024 | Feb 13, 2025 |
| BROWN ADVISORY INC | History | Reduced | 876 | 218 | 0.0% | 0.0% | 227 | -25 | -2.77% | Q4 2024 | Feb 14, 2025 |
| Atomi Financial Group, Inc. | History | New | 864 | 215 | 0.01% | — | 229 | +864 | New | Q4 2024 | Jan 17, 2025 |
| OFI INVEST ASSET MANAGEMENT | History | New | 872 | 210 | 0.0% | — | 230 | +872 | New | Q4 2024 | Feb 07, 2025 |
| ALLSTATE CORP | History | New | 835 | 208 | 0.01% | — | 231 | +835 | New | Q4 2024 | Feb 12, 2025 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 696 | 173 | 0.0% | 0.0% | 232 | -21 | -2.93% | Q4 2024 | Feb 06, 2025 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 616 | 153 | 0.0% | 0.0% | 233 | +59 | 10.59% | Q4 2024 | Feb 11, 2025 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 546 | 136 | 0.0% | 0.0% | 234 | -2 | -0.36% | Q4 2024 | Feb 11, 2025 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 456 | 113 | 0.0% | 0.0% | 235 | -68 | -12.98% | Q4 2024 | Jan 30, 2025 |
| Farther Finance Advisors, LLC | History | Reduced | 365 | 91 | 0.0% | 0.0% | 236 | -146 | -28.57% | Q4 2024 | Feb 10, 2025 |
| TD Waterhouse Canada Inc. | History | Added to | 366 | 91 | 0.0% | 0.0% | 237 | +22 | 6.4% | Q4 2024 | Feb 13, 2025 |
| FIFTH THIRD BANCORP | History | Reduced | 351 | 87 | 0.0% | 0.0% | 238 | -81 | -18.75% | Q4 2024 | Jan 21, 2025 |
| CIBC Private Wealth Group LLC | History | Added to | 290 | 72 | 0.0% | 0.0% | 239 | +110 | 61.11% | Q4 2024 | Feb 12, 2025 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 270 | 67 | 0.0% | 0.0% | 240 | +151 | 126.89% | Q4 2024 | Jan 27, 2025 |
| Tortoise Investment Management, LLC | History | Added to | 255 | 63 | 0.01% | 0.0% | 241 | +110 | 75.86% | Q4 2024 | Aug 07, 2025 |
| Blue Trust, Inc. | History | Added to | 232 | 57 | 0.0% | — | 242 | +228 | 5700.0% | Q4 2024 | Jan 30, 2025 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 213 | 53 | 0.0% | 0.0% | 243 | +193 | 965.0% | Q4 2024 | Feb 06, 2025 |
| Wilmington Savings Fund Society, FSB | History | No change | 172 | 42 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2024 | Jan 28, 2025 |
| NewEdge Advisors, LLC | History | Reduced | 166 | 41 | 0.0% | 0.0% | 245 | -7 | -4.05% | Q4 2024 | Feb 13, 2025 |
| Advisors Asset Management, Inc. | History | New | 148 | 36 | 0.0% | — | 246 | +148 | New | Q4 2024 | Feb 10, 2025 |
| IFP Advisors, Inc | History | Reduced | 142 | 36 | 0.0% | 0.0% | 247 | -3 | -2.07% | Q4 2024 | Feb 04, 2025 |
| Parallel Advisors, LLC | History | Added to | 140 | 34 | 0.0% | 0.0% | 249 | +11 | 8.53% | Q4 2024 | Feb 10, 2025 |
| SRS Capital Advisors, Inc. | History | No change | 137 | 34 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2024 | Feb 05, 2025 |
| CI INVESTMENTS INC. | History | Added to | 113 | 28 | 0.0% | 0.0% | 250 | +29 | 34.52% | Q4 2024 | Feb 12, 2025 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 107 | 26 | 0.0% | 0.0% | 251 | -200 | -65.15% | Q4 2024 | Jan 17, 2025 |
| SBI Securities Co., Ltd. | History | New | 106 | 26 | 0.0% | — | 252 | +106 | New | Q4 2024 | Feb 06, 2025 |
| UMB Bank, n.a. | History | Added to | 104 | 25 | 0.0% | 0.0% | 253 | +49 | 89.09% | Q4 2024 | Jan 16, 2025 |
| HM PAYSON & CO | History | No change | 97 | 24 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2024 | Feb 07, 2025 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 57 | 14 | 0.0% | 0.0% | 255 | -6 | -9.52% | Q4 2024 | Feb 12, 2025 |
| SIGNATUREFD, LLC | History | No change | 53 | 13 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q4 2024 | Feb 10, 2025 |
| Global Retirement Partners, LLC | History | Reduced | 46 | 11 | 0.0% | 0.0% | 257 | -41 | -47.13% | Q4 2024 | Jan 31, 2025 |
| MATHER GROUP, LLC. | History | Added to | 40 | 9 | 0.0% | 0.0% | 258 | +35 | 700.0% | Q4 2024 | Jan 27, 2025 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 35 | 8 | 0.0% | 0.0% | 259 | +9 | 34.62% | Q4 2024 | Jan 16, 2025 |
| ASSETMARK, INC | History | Added to | 29 | 7 | 0.0% | 0.0% | 260 | +11 | 61.11% | Q4 2024 | Feb 06, 2025 |
| Allworth Financial LP | History | Added to | 24 | 6 | 0.0% | 0.0% | 261 | +2 | 9.09% | Q4 2024 | Jan 30, 2025 |
| MAI Capital Management | History | New | 21 | 5 | 0.0% | — | 262 | +21 | New | Q4 2024 | Feb 14, 2025 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 10 | 2 | 0.0% | 0.18% | 264 | -565,773 | -100.0% | Q4 2024 | Feb 14, 2025 |
| CENTRAL TRUST Co | History | No change | 10 | 2 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2024 | Jan 24, 2025 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 12 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2024 | Jan 28, 2025 |
| Leonteq Securities AG | History | New | 7 | 1 | 0.0% | — | 268 | +7 | New | Q4 2024 | Feb 23, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5 | 1 | 0.0% | 0.0% | 266 | -4 | -44.44% | Q4 2024 | Feb 10, 2025 |
| SALEM INVESTMENT COUNSELORS INC | History | No change | 5 | 1 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2024 | Jan 13, 2025 |
| Valley Forge Capital Management, LP | History | Closed out | 0 | 0 | — | 1.57% | — | -295,485 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -269,467 | -100.0% | Q3 2024 | Nov 13, 2024 |
| Fiera Capital Corp | History | Closed out | 0 | 0 | — | 0.17% | — | -236,406 | -100.0% | Q3 2024 | Nov 01, 2024 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -187,109 | -100.0% | Q3 2024 | Nov 12, 2024 |
| TimesSquare Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.61% | — | -171,412 | -100.0% | Q3 2024 | Nov 04, 2024 |
| Woodline Partners LP | History | Closed out | 0 | 0 | — | 0.33% | — | -162,318 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.05% | — | -83,443 | -100.0% | Q3 2024 | Nov 14, 2024 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.09% | — | -82,023 | -100.0% | Q3 2024 | Nov 13, 2024 |
| Vontobel Holding Ltd. | History | Closed out | 0 | 0 | — | 0.05% | — | -59,971 | -100.0% | Q3 2024 | Oct 16, 2024 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.13% | — | -42,373 | -100.0% | Q3 2024 | Nov 12, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.11% | — | -25,637 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Boston Trust Walden Corp | History | Closed out | 0 | 0 | — | 0.04% | — | -22,852 | -100.0% | Q3 2024 | Oct 24, 2024 |
| Curi RMB Capital, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -21,286 | -100.0% | Q3 2024 | Nov 06, 2024 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,483 | -100.0% | Q3 2024 | Feb 10, 2025 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -6,505 | -100.0% | Q3 2024 | Nov 14, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,856 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,779 | -100.0% | Q3 2024 | Nov 14, 2024 |
| PANAGORA ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,253 | -100.0% | Q3 2024 | Nov 13, 2024 |
| Impax Asset Management Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,267 | -100.0% | Q3 2024 | Nov 06, 2024 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.19% | — | -1,571 | -100.0% | Q3 2024 | May 15, 2025 |
| Ethic Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -1,126 | -100.0% | Q3 2024 | Nov 13, 2024 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -902 | -100.0% | Q3 2024 | Nov 25, 2024 |
| Investment Management Corp of Ontario | History | Closed out | 0 | 0 | — | 0.0% | — | -898 | -100.0% | Q3 2024 | Nov 14, 2024 |
| Rakuten Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -521 | -100.0% | Q3 2024 | May 15, 2025 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12 | -100.0% | Q3 2024 | Oct 18, 2024 |