American Assets Trust, Inc. - AAT
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 9,452,442 | 174,019 | 0.0% | 0.0% | 1 | +136,847 | 1.47% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 7,677,140 | 145,328 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMERICAN ASSETS INC | History | No change | 7,374,599 | 135,766 | 45.49% | 44.18% | 3 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,396,960 | 99,358 | 0.01% | — | 4 | +5,396,960 | New | Q1 2026 | May 08, 2026 |
| Senvest Management, LLC | History | Added to | 3,577,054 | 65,853 | 2.18% | 1.72% | 5 | +647,618 | 22.11% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Reduced | 2,844,330 | 52,364 | 0.0% | 0.0% | 6 | -53,063 | -1.83% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,118,674 | 39,004 | 0.0% | — | 7 | +2,118,674 | New | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,976,474 | 36,387 | 0.08% | 0.08% | 8 | +131,318 | 7.12% | Q1 2026 | May 11, 2026 |
| American Assets Investment Management, LLC | History | No change | 1,477,340 | 27,197 | 1.85% | 1.93% | 9 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,336,571 | 24,609 | 0.0% | 0.0% | 10 | +12,602 | 0.95% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,279,523 | 23,504 | 0.0% | 0.0% | 11 | -85,876 | -6.29% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,261,384 | 23,222 | 0.0% | 0.0% | 12 | +179,301 | 16.57% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 960,837 | 17,689 | 0.01% | 0.01% | 13 | -74,870 | -7.23% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 952,582 | 17,537 | 0.0% | 0.01% | 14 | -331,162 | -25.8% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 883,482 | 16,264 | 0.0% | 0.0% | 15 | -71,821 | -7.52% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 812,901 | 14,966 | 0.23% | 0.17% | 16 | +253,727 | 45.38% | Q1 2026 | May 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | New | 806,584 | 14,849 | 0.43% | — | 17 | +806,584 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Added to | 805,626 | 14,831 | 0.0% | 0.0% | 18 | +155,931 | 24.0% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 774,537 | 14,259 | 0.0% | 0.0% | 19 | +6,250 | 0.81% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 616,883 | 11,356 | 0.0% | 0.0% | 20 | -101,023 | -14.07% | Q1 2026 | May 07, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 595,760 | 10,967 | 0.04% | 0.03% | 21 | +191,051 | 47.21% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 542,732 | 9,991 | 0.01% | 0.0% | 22 | +404,526 | 292.7% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 465,859 | 8,576 | 0.03% | 0.02% | 23 | +55,130 | 13.42% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 459,495 | 8,459 | 0.0% | 0.0% | 24 | -38,547 | -7.74% | Q1 2026 | May 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 450,195 | 8,288 | 0.0% | 0.0% | 25 | +179,833 | 66.52% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 425,329 | 7,830 | 0.0% | 0.0% | 26 | +334,448 | 368.01% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 417,988 | 7,695 | 0.0% | 0.0% | 27 | +67,194 | 19.15% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 410,598 | 7,559 | 0.01% | 0.01% | 28 | +10,880 | 2.72% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 357,762 | 6,586 | 0.0% | 0.0% | 29 | -142,083 | -28.43% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 353,872 | 6,514 | 0.0% | 0.0% | 30 | -25,491 | -6.72% | Q1 2026 | May 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 318,977 | 5,872 | 0.02% | 0.01% | 32 | +179,784 | 129.16% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 318,977 | 5,872 | 0.0% | 0.0% | 31 | +53,619 | 20.21% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 317,468 | 5,844 | 0.02% | 0.02% | 33 | +1,081 | 0.34% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 305,895 | 5,631 | 0.0% | — | 34 | +305,895 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 298,898 | 5,502 | 0.0% | 0.0% | 35 | +1,753 | 0.59% | Q1 2026 | May 04, 2026 |
| Waterfall Asset Management, LLC | History | Reduced | 279,323 | 5,142 | 2.88% | 4.14% | 36 | -126,710 | -31.21% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 270,027 | 4,971 | 0.02% | 0.03% | 37 | +1,294 | 0.48% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 267,767 | 4,929 | 0.0% | 0.0% | 38 | +62,446 | 30.41% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 257,700 | 4,878 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Nuveen, LLC | History | Reduced | 257,650 | 4,743 | 0.0% | 0.0% | 40 | -395,621 | -60.56% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 256,158 | 4,716 | 0.01% | 0.0% | 41 | +88,533 | 52.82% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 232,956 | 4,288 | 0.0% | 0.0% | 42 | -42,746 | -15.5% | Q1 2026 | May 15, 2026 |
| Argosy-Lionbridge Management, LLC | History | Reduced | 209,863 | 3,863 | 2.71% | 2.57% | 43 | -5,000 | -2.33% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 205,392 | 3,781 | 0.01% | 0.01% | 44 | +1,007 | 0.49% | Q1 2026 | May 11, 2026 |
| CSM Advisors, LLC | History | New | 193,026 | 3,554 | 0.09% | — | 45 | +193,026 | New | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 169,363 | 3,117 | 0.01% | 0.01% | 46 | +5,733 | 3.5% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | New | 165,000 | 3,037 | 0.0% | — | 47 | +165,000 | New | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 159,675 | 2,939 | 0.0% | 0.0% | 48 | +4,940 | 3.19% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 157,652 | 2,902 | 0.0% | 0.0% | 49 | -33,817 | -17.66% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 152,772 | 2,812 | 0.01% | 0.01% | 50 | -19,816 | -11.48% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 146,529 | 2,773 | 0.01% | 0.01% | 51 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 149,800 | 2,757 | 0.0% | 0.0% | 52 | -6,891 | -4.4% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 141,194 | 2,599 | 0.0% | 0.01% | 53 | -148,405 | -51.24% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 124,747 | 2,299 | 0.0% | 0.0% | 54 | +1,730 | 1.41% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 122,150 | 2,248 | 0.0% | 0.0% | 55 | -3,421 | -2.72% | Q1 2026 | May 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 119,393 | 2,198 | 0.06% | 0.06% | 56 | -4 | -0.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 113,144 | 2,082 | 0.0% | 0.0% | 57 | -33,847 | -23.03% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 110,121 | 2,027 | 0.04% | 0.02% | 58 | +69,427 | 170.61% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 96,500 | 1,776 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 95,818 | 1,764 | 0.0% | 0.0% | 60 | +17,013 | 21.59% | Q1 2026 | Apr 30, 2026 |
| STRS OHIO | History | Reduced | 86,400 | 1,590 | 0.01% | 0.02% | 61 | -195,200 | -69.32% | Q1 2026 | Apr 24, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 80,807 | 1,529 | 0.0% | 0.0% | 62 | -209 | -0.26% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 81,226 | 1,495 | 0.0% | 0.0% | 63 | -18,045 | -18.18% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 72,840 | 1,340 | 0.0% | 0.0% | 64 | +1,700 | 2.39% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Reduced | 71,957 | 1,324 | 0.0% | 0.0% | 65 | -8,868 | -10.97% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 68,800 | 1,267 | 0.0% | 0.0% | 66 | +31,400 | 83.96% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 67,506 | 1,242 | 0.0% | 0.0% | 67 | +40,465 | 149.64% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 66,793 | 1,229 | 0.0% | 0.0% | 68 | -1,372 | -2.01% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 65,000 | 1,196 | 0.0% | 0.0% | 69 | -44,100 | -40.42% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 64,060 | 1,179 | 0.0% | 0.0% | 70 | -5,193 | -7.5% | Q1 2026 | May 06, 2026 |
| DENALI ADVISORS LLC | History | No change | 62,800 | 1,156 | 0.13% | 0.13% | 71 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 62,735 | 1,154 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Penserra Capital Management LLC | History | Added to | 61,346 | 1,129 | 0.01% | 0.01% | 73 | +1,709 | 2.87% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 60,610 | 1,115 | 0.0% | 0.0% | 74 | -6,782 | -10.06% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 59,471 | 1,095 | 0.0% | 0.0% | 75 | +7,551 | 14.54% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 59,165 | 1,089 | 0.0% | 0.0% | 76 | -69,686 | -54.08% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 58,028 | 1,068 | 0.0% | 0.0% | 77 | -4,774 | -7.6% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 57,927 | 1,067 | 0.0% | 0.0% | 78 | +12,340 | 27.07% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 55,452 | 1,020 | 0.05% | 0.05% | 79 | -2,099 | -3.65% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 54,274 | 999 | 0.0% | 0.0% | 80 | -795 | -1.44% | Q1 2026 | Apr 30, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 52,241 | 960 | 0.01% | 0.01% | 81 | -385 | -0.73% | Q1 2026 | Apr 20, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 51,237 | 943 | 0.08% | 0.04% | 82 | +2,421 | 4.96% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 51,197 | 942 | 0.0% | 0.0% | 83 | -40,570 | -44.21% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 49,417 | 909 | 0.0% | 0.0% | 84 | -32,736 | -39.85% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 46,825 | 862 | 0.0% | 0.0% | 85 | +24,074 | 105.82% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 46,654 | 858 | 0.0% | — | 86 | +46,654 | New | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 44,757 | 823 | 0.0% | 0.0% | 87 | -386 | -0.86% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Added to | 42,959 | 790 | 0.02% | 0.01% | 88 | +10,089 | 30.69% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 42,461 | 781 | 0.0% | 0.0% | 89 | -13,446 | -24.05% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 41,160 | 757 | 0.0% | 0.0% | 90 | +10,495 | 34.22% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 40,974 | 754 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Summit Global Investments | History | Reduced | 40,027 | 737 | 0.04% | 0.05% | 92 | -1,828 | -4.37% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 36,939 | 680 | 0.0% | 0.0% | 93 | +22,718 | 159.75% | Q1 2026 | May 04, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 35,179 | 657 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Engineers Gate Manager LP | History | Added to | 35,670 | 656 | 0.01% | 0.01% | 95 | +10,676 | 42.71% | Q1 2026 | May 15, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | Reduced | 35,477 | 653 | 0.01% | 0.01% | 96 | -17,335 | -32.82% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 35,106 | 646 | 0.0% | 0.0% | 97 | +6,743 | 23.77% | Q1 2026 | May 01, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 35,012 | 644 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Crossingbridge Advisors, LLC | History | No change | 35,000 | 644 | 0.12% | 0.19% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AlphaCentric Advisors LLC | History | No change | 35,000 | 644 | 0.64% | 0.66% | 100 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Amundi | History | Added to | 34,617 | 637 | 0.0% | 0.0% | 101 | +2,455 | 7.63% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 33,719 | 620 | 0.05% | 0.05% | 102 | +3,977 | 13.37% | Q1 2026 | Apr 23, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 32,203 | 592 | 0.0% | 0.0% | 103 | -292 | -0.9% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 32,117 | 591 | 0.0% | 0.0% | 104 | +3,549 | 12.42% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 31,601 | 582 | 0.0% | 0.0% | 105 | -849 | -2.62% | Q1 2026 | May 01, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 31,447 | 578 | 0.02% | — | 106 | +31,447 | New | Q1 2026 | May 14, 2026 |
| MACQUARIE GROUP LTD | History | No change | 29,457 | 542 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 29,173 | 537 | 0.0% | — | 108 | +29,173 | New | Q1 2026 | May 08, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 27,675 | 509 | 0.03% | 0.03% | 109 | +2,759 | 11.07% | Q1 2026 | Apr 16, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 27,394 | 504 | 0.0% | — | 110 | +27,394 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 27,159 | 499 | 0.0% | 0.0% | 111 | +8,420 | 44.93% | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 25,511 | 482 | 0.03% | 0.03% | 112 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 25,354 | 466 | 0.01% | 0.01% | 113 | -1,203 | -4.53% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 25,183 | 463 | 0.0% | 0.0% | 115 | -36,023 | -58.86% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 25,154 | 463 | 0.0% | 0.0% | 114 | -1,390 | -5.24% | Q1 2026 | Apr 27, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 24,971 | 458 | 0.08% | 0.07% | 116 | -202 | -0.8% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 24,421 | 449 | 0.0% | 0.0% | 117 | -38,238 | -61.03% | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 24,388 | 448 | 0.0% | 0.0% | 118 | +209 | 0.86% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 23,058 | 424 | 0.01% | — | 119 | +23,058 | New | Q1 2026 | Apr 29, 2026 |
| Handelsbanken Fonder AB | History | Added to | 23,002 | 423 | 0.0% | 0.0% | 120 | +4,900 | 27.07% | Q1 2026 | Apr 28, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 22,826 | 420 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 22,548 | 415 | 0.0% | 0.0% | 123 | +1,070 | 4.98% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 22,590 | 415 | 0.0% | 0.0% | 122 | +1,030 | 4.78% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 22,453 | 413 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Cerity Partners LLC | History | Added to | 21,564 | 396 | 0.0% | 0.0% | 125 | +4,871 | 29.18% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 20,493 | 387 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 21,000 | 386 | 0.01% | 0.01% | 127 | -600 | -2.78% | Q1 2026 | Apr 20, 2026 |
| Resona Asset Management Co.,Ltd. | History | Added to | 20,997 | 385 | 0.0% | 0.0% | 128 | +807 | 4.0% | Q1 2026 | Apr 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 20,862 | 384 | 0.02% | — | 130 | +20,862 | New | Q1 2026 | May 08, 2026 |
| Vert Asset Management LLC | History | Reduced | 20,869 | 384 | 0.12% | 0.13% | 129 | -407 | -1.91% | Q1 2026 | Apr 16, 2026 |
| SG Americas Securities, LLC | History | Reduced | 20,732 | 382 | 0.0% | 0.0% | 131 | -12,808 | -38.19% | Q1 2026 | Apr 16, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 20,172 | 371 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 19,669 | 362 | 0.0% | 0.0% | 133 | -3,291 | -14.33% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 19,016 | 350 | 0.0% | — | 134 | +19,016 | New | Q1 2026 | May 08, 2026 |
| Aberdeen Group plc | History | No change | 18,421 | 339 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 18,322 | 337 | 0.0% | 0.0% | 136 | +363 | 2.02% | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 18,300 | 336 | 0.01% | 0.0% | 137 | +7,931 | 76.49% | Q1 2026 | May 14, 2026 |
| One Wealth Advisors, LLC | History | Added to | 17,875 | 329 | 0.04% | 0.04% | 138 | +1,263 | 7.6% | Q1 2026 | Apr 21, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 17,055 | 314 | 0.0% | 0.0% | 139 | +583 | 3.54% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Added to | 17,054 | 313 | 0.01% | 0.01% | 140 | +2,066 | 13.78% | Q1 2026 | Apr 16, 2026 |
| Ethic Inc. | History | New | 16,967 | 312 | 0.0% | — | 141 | +16,967 | New | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 15,955 | 293 | 0.0% | 0.0% | 142 | -4,031 | -20.17% | Q1 2026 | May 13, 2026 |
| Mystic Asset Management, Inc. | History | Added to | 15,460 | 284 | 0.07% | 0.06% | 143 | +1,700 | 12.35% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 15,200 | 279 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 14,994 | 276 | 0.01% | 0.01% | 145 | -8,923 | -37.31% | Q1 2026 | Apr 22, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 14,873 | 273 | 0.0% | 0.0% | 146 | -274 | -1.81% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,415 | 265 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 14,200 | 261 | 0.0% | 0.0% | 148 | -11,297 | -44.31% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,937 | 256 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,778 | 254 | 0.0% | 0.0% | 150 | -93 | -0.67% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 13,437 | 247 | 0.0% | 0.0% | 151 | -202 | -1.48% | Q1 2026 | May 01, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 13,181 | 242 | 0.0% | — | 152 | +13,181 | New | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | Reduced | 13,080 | 240 | 0.09% | 0.3% | 153 | -8,770 | -40.14% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 12,687 | 233 | 0.0% | 0.0% | 154 | +1,369 | 12.1% | Q1 2026 | May 06, 2026 |
| Integrated Wealth Concepts LLC | History | New | 12,638 | 232 | 0.0% | — | 155 | +12,638 | New | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 12,562 | 231 | 0.0% | 0.0% | 156 | -269 | -2.1% | Q1 2026 | Apr 24, 2026 |
| Metis Global Partners, LLC | History | Added to | 12,407 | 228 | 0.01% | 0.0% | 157 | +1,758 | 16.51% | Q1 2026 | May 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,035 | 221 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ALPS ADVISORS INC | History | Added to | 11,789 | 217 | 0.0% | 0.0% | 159 | +370 | 3.24% | Q1 2026 | May 08, 2026 |
| Coppell Advisory Solutions LLC | History | Reduced | 7,462 | 214 | 0.13% | 0.02% | 160 | -847 | -10.19% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 11,182 | 205 | 0.0% | — | 161 | +11,182 | New | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 10,778 | 201 | 0.0% | 0.0% | 162 | -4,081 | -27.46% | Q1 2026 | Apr 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 10,806 | 198 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Reduced | 10,736 | 197 | 0.0% | 0.0% | 164 | -10,162 | -48.63% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 10,563 | 194 | 0.0% | — | 165 | +10,563 | New | Q1 2026 | Apr 27, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 10,429 | 191 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,400 | 191 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| UniSuper Management Pty Ltd | History | No change | 10,300 | 189 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | New | 10,190 | 187 | 0.02% | — | 169 | +10,190 | New | Q1 2026 | May 15, 2026 |
| Vestcor Inc | History | New | 9,632 | 177 | 0.0% | — | 170 | +9,632 | New | Q1 2026 | May 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,495 | 156 | 0.0% | 0.01% | 171 | -774 | -8.35% | Q1 2026 | May 13, 2026 |
| IFM Investors Pty Ltd | History | New | 8,338 | 153 | 0.0% | — | 172 | +8,338 | New | Q1 2026 | Apr 23, 2026 |
| EMC Capital Management | History | No change | 7,421 | 140 | 0.06% | 0.06% | 173 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | Added to | 7,100 | 130 | 0.0% | 0.0% | 174 | +800 | 12.7% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 6,160 | 113 | 0.0% | 0.0% | 175 | +2,006 | 48.29% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 5,817 | 107 | 0.0% | 0.0% | 176 | -2,545 | -30.44% | Q1 2026 | Apr 30, 2026 |
| BFSG, LLC | History | New | 5,788 | 106 | 0.01% | — | 177 | +5,788 | New | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Added to | 5,019 | 92 | 0.0% | 0.0% | 178 | +4,327 | 625.29% | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,435 | 81 | 0.0% | 0.0% | 179 | +1,234 | 38.55% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,346 | 80 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,155 | 76 | 0.0% | 0.0% | 181 | -1,603 | -27.84% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | New | 4,133 | 75 | 0.0% | — | 182 | +4,133 | New | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Added to | 3,607 | 66 | 0.0% | 0.0% | 183 | +3,545 | 5717.74% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 3,293 | 60 | 0.0% | 0.0% | 184 | -373,059 | -99.13% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,557 | 47 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 2,168 | 40 | 0.03% | 0.01% | 187 | +848 | 64.24% | Q1 2026 | May 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,213 | 40 | 0.0% | 0.0% | 186 | -96 | -4.16% | Q1 2026 | May 14, 2026 |
| BROOKFIELD Corp /ON/ | History | Added to | 1,602 | 29 | 0.0% | 0.0% | 188 | +621 | 63.3% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,482 | 27 | 0.0% | 0.0% | 189 | -94 | -5.96% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,182 | 21 | 0.0% | 0.0% | 190 | +333 | 39.22% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,154 | 21 | 0.0% | 0.0% | 191 | +15 | 1.32% | Q1 2026 | Apr 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 1,006 | 18 | 0.0% | 0.0% | 192 | -424 | -29.65% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 991 | 18 | 0.0% | 0.0% | 193 | -321 | -24.47% | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Reduced | 741 | 13 | 0.0% | 0.0% | 194 | -60 | -7.49% | Q1 2026 | Apr 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 661 | 12 | 0.0% | 0.0% | 195 | -440 | -39.96% | Q1 2026 | May 01, 2026 |
| SIMPLEX TRADING, LLC | History | New | 613 | 11 | 0.0% | — | 196 | +613 | New | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 527 | 10 | 0.0% | 0.0% | 197 | +107 | 25.48% | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 542 | 9 | 0.0% | 0.0% | 198 | -116 | -17.63% | Q1 2026 | May 11, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 421 | 7 | 0.0% | 0.0% | 199 | -32 | -7.06% | Q1 2026 | May 01, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 327 | 6 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | New | 293 | 5 | 0.0% | — | 201 | +293 | New | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 234 | 4 | 0.0% | 0.01% | 209 | -836 | -78.13% | Q1 2026 | May 21, 2026 |
| North Star Investment Management Corp. | History | New | 220 | 4 | 0.0% | — | 210 | +220 | New | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 270 | 4 | 0.0% | 0.0% | 208 | -135 | -33.33% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Reduced | 219 | 4 | 0.0% | 0.0% | 205 | -119 | -35.21% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 230 | 4 | 0.0% | 0.0% | 206 | +91 | 65.47% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 220 | 4 | 0.0% | 0.0% | 203 | +21 | 10.55% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 246 | 4 | 0.0% | 0.0% | 202 | -10 | -3.91% | Q1 2026 | May 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 228 | 4 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 259 | 4 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 190 | 3 | 0.0% | — | 213 | +190 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 204 | 3 | 0.0% | 0.0% | 211 | +142 | 229.03% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Reduced | 176 | 3 | 0.0% | 0.0% | 212 | -79 | -30.98% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 153 | 2 | 0.0% | 0.0% | 214 | -162 | -51.43% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 160 | 2 | 0.0% | — | 217 | +160 | New | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | New | 125 | 2 | 0.0% | — | 218 | +125 | New | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 118 | 2 | 0.0% | 0.0% | 215 | -58 | -32.95% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 154 | 2 | 0.0% | 0.0% | 216 | -49 | -24.14% | Q1 2026 | Jun 02, 2026 |
| UMB Bank, n.a. | History | Reduced | 93 | 1 | 0.0% | 0.0% | 219 | -209 | -69.21% | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | New | 76 | 1 | 0.0% | — | 225 | +76 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | Added to | 82 | 1 | 0.0% | — | 222 | +56 | 215.38% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 81 | 1 | 0.0% | 0.0% | 221 | -55 | -40.44% | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 103 | 1 | 0.0% | 0.0% | 220 | +40 | 63.49% | Q1 2026 | May 14, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 55 | 1 | 0.0% | — | 223 | +27 | 96.43% | Q1 2026 | Apr 07, 2026 |
| Cornerstone Financial Management LLC | History | No change | 86 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.22% | — | -554,930 | -100.0% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -218,168 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -87,474 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Anson Funds Management LP | History | Closed out | 0 | 0 | — | 0.14% | — | -75,785 | -100.0% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63,846 | -100.0% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -54,100 | -100.0% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -45,471 | -100.0% | Q1 2026 | May 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.09% | — | -31,861 | -100.0% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -20,585 | -100.0% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,371 | -100.0% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Closed out | 0 | 0 | — | 0.0% | — | -13,694 | -100.0% | Q1 2026 | Apr 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,752 | -100.0% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.08% | — | -10,451 | -100.0% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,394 | -100.0% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,058 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -498 | -100.0% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -323 | -100.0% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -262 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 33 | 0 | — | 0.0% | — | -100 | -75.19% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -53 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | May 15, 2026 |
| Silicon Valley Capital Partners | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | May 19, 2026 |
| Optiver Holding B.V. | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | Jun 02, 2026 |
| Breakwater Investment Management | History | New | 26 | 0 | — | — | — | +26 | New | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 22 | 0 | — | — | — | -22 | -50.0% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Reduced | 43 | 0 | — | — | — | -9 | -17.31% | Q1 2026 | May 15, 2026 |
| Ankerstar Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 34 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ASSETMARK, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 43 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Rialto Wealth Management, LLC | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Signature Equity Partners, LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |