Addus HomeCare Corp - ADUS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,090,230 | 289,400 | 0.01% | 0.01% | 1 | +281,200 | 10.01% | Q1 2026 | May 13, 2026 |
| Capital Research Global Investors | History | Added to | 1,535,324 | 143,783 | 0.02% | 0.03% | 2 | +65,572 | 4.46% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,308,605 | 140,531 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 867,825 | 81,271 | 0.54% | 0.58% | 4 | -39,676 | -4.37% | Q1 2026 | Apr 21, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 784,411 | 73,460 | 0.0% | — | 5 | +784,411 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 744,127 | 69,689 | 0.01% | 0.01% | 6 | +78,415 | 11.78% | Q1 2026 | May 07, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 729,196 | 68,289 | 0.49% | 0.59% | 7 | -65,501 | -8.24% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 721,247 | 67,544 | 0.0% | 0.0% | 8 | +19,018 | 2.71% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 481,530 | 45,103 | 0.0% | 0.0% | 9 | +15,524 | 3.33% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 448,913 | 42,040 | 0.0% | 0.0% | 10 | -258,122 | -36.51% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 434,471 | 40,688 | 0.02% | 0.02% | 11 | -7,891 | -1.78% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Reduced | 415,154 | 38,879 | 0.01% | 0.01% | 12 | -1,703 | -0.41% | Q1 2026 | May 12, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 382,354 | 35,807 | 0.01% | 0.01% | 13 | +19,673 | 5.42% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 373,721 | 34,998 | 0.25% | 0.33% | 14 | -1,450 | -0.39% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 368,990 | 34,555 | 0.0% | — | 15 | +368,990 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 349,259 | 32,708 | 0.0% | 0.0% | 16 | +999 | 0.29% | Q1 2026 | May 15, 2026 |
| TimesSquare Capital Management, LLC | History | Reduced | 325,649 | 30,497 | 0.52% | 0.57% | 17 | -29,688 | -8.35% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 323,037 | 30,252 | 0.0% | 0.0% | 18 | +32,714 | 11.27% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 318,325 | 29,811 | 0.02% | 0.0% | 19 | +313,553 | 6570.68% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 271,581 | 25,433 | 0.03% | 0.03% | 20 | +11,088 | 4.26% | Q1 2026 | May 12, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 253,882 | 23,776 | 0.5% | 0.5% | 21 | +35,541 | 16.28% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | Added to | 254,639 | 23,733 | 0.02% | 0.02% | 22 | +57,486 | 29.16% | Q1 2026 | May 11, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 235,653 | 22,068 | 0.0% | 0.0% | 23 | +6,926 | 3.03% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 232,260 | 21,751 | 0.0% | 0.0% | 24 | -25,300 | -9.82% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 220,963 | 20,693 | 0.01% | 0.01% | 25 | +443 | 0.2% | Q1 2026 | Apr 30, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 193,890 | 18,157 | 1.05% | 1.15% | 26 | +10,936 | 5.98% | Q1 2026 | May 15, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 179,793 | 16,837 | 1.63% | 1.96% | 27 | -5,394 | -2.91% | Q1 2026 | May 04, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 161,290 | 15,104 | 3.1% | 3.0% | 28 | -16,006 | -9.03% | Q1 2026 | May 06, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 159,754 | 15,077 | 0.03% | 0.07% | 29 | -155,315 | -49.3% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 143,619 | 13,449 | 0.01% | 0.01% | 30 | +66,142 | 85.37% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 139,791 | 13,093 | 0.0% | 0.0% | 31 | -92,091 | -39.71% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 122,313 | 11,454 | 0.0% | — | 32 | +122,313 | New | Q1 2026 | May 08, 2026 |
| Leeward Investments, LLC - MA | History | Added to | 120,857 | 11,318 | 0.56% | 0.6% | 33 | +10,414 | 9.43% | Q1 2026 | Apr 17, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 118,917 | 11,207 | 0.0% | 0.0% | 34 | +7,404 | 6.64% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 106,226 | 9,948 | 0.0% | 0.0% | 35 | -2,250 | -2.07% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 101,793 | 9,532 | 0.01% | 0.01% | 36 | +9,949 | 10.83% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 96,297 | 9,018 | 0.0% | 0.0% | 37 | -2,658 | -2.69% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 95,609 | 8,953 | 0.01% | — | 38 | +95,609 | New | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 92,931 | 8,721 | 0.01% | 0.01% | 39 | +7,522 | 8.81% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 90,038 | 8,432 | 0.0% | 0.0% | 40 | +44,614 | 98.22% | Q1 2026 | May 15, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 89,396 | 8,371 | 0.25% | 0.31% | 41 | +11,196 | 14.32% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 80,489 | 7,537 | 0.01% | 0.01% | 42 | +31,689 | 64.94% | Q1 2026 | May 14, 2026 |
| APIS CAPITAL ADVISORS, LLC | History | New | 79,000 | 7,398 | 1.14% | — | 43 | +79,000 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 77,791 | 7,285 | 0.3% | 0.27% | 44 | +14,756 | 23.41% | Q1 2026 | May 13, 2026 |
| Bridge City Capital, LLC | History | Added to | 76,914 | 7,202 | 2.0% | 0.98% | 45 | +45,775 | 147.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 76,049 | 7,121 | 0.0% | 0.0% | 46 | +16,735 | 28.21% | Q1 2026 | May 05, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Added to | 70,235 | 6,577 | 0.21% | 0.14% | 47 | +25,315 | 56.36% | Q1 2026 | May 21, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 69,887 | 6,544 | 0.03% | 0.02% | 48 | +12,085 | 20.91% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 66,840 | 6,259 | 0.0% | 0.0% | 49 | +6,360 | 10.52% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 64,777 | 6,113 | 0.0% | 0.0% | 50 | +12,307 | 23.46% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 65,257 | 6,111 | 0.02% | 0.02% | 51 | +2,161 | 3.42% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 60,632 | 5,678 | 0.0% | 0.0% | 52 | -3,019 | -4.74% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 59,994 | 5,618 | 0.01% | 0.01% | 53 | +3,195 | 5.63% | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 59,198 | 5,543 | 0.06% | 0.07% | 54 | -143 | -0.24% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 51,031 | 5,480 | 0.0% | 0.0% | 55 | +17,110 | 50.44% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 57,053 | 5,343 | 0.02% | 0.02% | 56 | +4,411 | 8.38% | Q1 2026 | May 14, 2026 |
| Pier Capital, LLC | History | Reduced | 56,764 | 5,315 | 0.88% | 0.99% | 57 | -1,200 | -2.07% | Q1 2026 | May 14, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 53,103 | 4,973 | 0.02% | 0.02% | 58 | +5,334 | 11.17% | Q1 2026 | May 14, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 52,270 | 4,895 | 0.19% | 0.24% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 50,255 | 4,706 | 0.0% | 0.0% | 60 | -334 | -0.66% | Q1 2026 | May 12, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | New | 43,047 | 4,031 | 0.57% | — | 61 | +43,047 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 42,679 | 3,996 | 0.0% | 0.0% | 62 | -3,032 | -6.63% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 42,578 | 3,987 | 0.0% | 0.0% | 63 | +380 | 0.9% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 42,486 | 3,978 | 0.0% | 0.0% | 64 | +8,332 | 24.4% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 40,732 | 3,814 | 0.0% | 0.0% | 65 | +37,252 | 1070.46% | Q1 2026 | May 15, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 39,708 | 3,718 | 0.14% | 0.14% | 66 | -3,815 | -8.77% | Q1 2026 | Apr 23, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 39,386 | 3,708 | 0.0% | 0.0% | 67 | -1,044 | -2.58% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 36,300 | 3,399 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 34,496 | 3,230 | 0.01% | 0.02% | 69 | +80 | 0.23% | Q1 2026 | May 08, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Reduced | 31,626 | 2,961 | 0.16% | 0.19% | 70 | -532 | -1.65% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 31,081 | 2,933 | 0.0% | 0.0% | 71 | -12,365 | -28.46% | Q1 2026 | May 14, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 31,075 | 2,910 | 0.06% | 0.06% | 72 | +2,550 | 8.94% | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 31,060 | 2,909 | 0.0% | 0.01% | 73 | -1,886 | -5.72% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 30,320 | 2,839 | 0.0% | 0.0% | 74 | -1,539 | -4.83% | Q1 2026 | May 15, 2026 |
| Dean Capital Management | History | New | 30,291 | 2,836 | 1.17% | — | 75 | +30,291 | New | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 30,257 | 2,833 | 0.02% | 0.02% | 76 | +5,419 | 21.82% | Q1 2026 | May 11, 2026 |
| Legato Capital Management LLC | History | Added to | 30,041 | 2,813 | 0.26% | 0.14% | 77 | +14,689 | 95.68% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 30,013 | 2,810 | 0.0% | 0.0% | 78 | -6,424 | -17.63% | Q1 2026 | May 13, 2026 |
| Polar Capital Holdings Plc | History | No change | 29,459 | 2,758 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 27,303 | 2,557 | 0.0% | 0.0% | 80 | +17,411 | 176.01% | Q1 2026 | Apr 16, 2026 |
| Empowered Funds, LLC | History | New | 26,772 | 2,507 | 0.02% | — | 81 | +26,772 | New | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 25,160 | 2,356 | 0.19% | 0.24% | 82 | -4,135 | -14.12% | Q1 2026 | Apr 28, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 23,511 | 2,201 | 0.0% | 0.0% | 83 | +5,835 | 33.01% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 23,019 | 2,155 | 0.0% | 0.0% | 84 | -56,337 | -70.99% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 21,382 | 2,002 | 0.01% | 0.01% | 85 | +3,184 | 17.5% | Q1 2026 | Apr 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 19,982 | 1,871 | 0.0% | 0.0% | 86 | +6,014 | 43.06% | Q1 2026 | May 06, 2026 |
| Moran Wealth Management, LLC | History | Added to | 19,938 | 1,867 | 0.06% | 0.06% | 87 | +1,892 | 10.48% | Q1 2026 | Apr 27, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 19,563 | 1,832 | 0.01% | 0.01% | 88 | -473 | -2.36% | Q1 2026 | May 05, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 19,043 | 1,783 | 0.26% | 0.31% | 89 | -1,560 | -7.57% | Q1 2026 | Apr 20, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 19,036 | 1,782 | 0.0% | 0.0% | 90 | +1,900 | 11.09% | Q1 2026 | May 13, 2026 |
| PenderFund Capital Management Ltd. | History | Added to | 18,475 | 1,730 | 0.27% | 0.31% | 91 | +75 | 0.41% | Q1 2026 | May 15, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | New | 18,450 | 1,727 | 0.08% | — | 92 | +18,450 | New | Q1 2026 | May 07, 2026 |
| Aurora Investment Counsel | History | New | 18,305 | 1,714 | 0.95% | — | 93 | +18,305 | New | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Added to | 17,880 | 1,674 | 0.0% | 0.0% | 94 | +1,262 | 7.59% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 17,367 | 1,626 | 0.0% | 0.0% | 95 | -21,966 | -55.85% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 17,338 | 1,623 | 0.0% | 0.0% | 96 | +550 | 3.28% | Q1 2026 | May 06, 2026 |
| Jump Financial, LLC | History | New | 16,900 | 1,582 | 0.02% | — | 97 | +16,900 | New | Q1 2026 | May 14, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 16,823 | 1,575 | 0.07% | 0.08% | 98 | -279 | -1.63% | Q1 2026 | Apr 30, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 16,788 | 1,572 | 0.24% | 0.28% | 99 | -364 | -2.12% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 16,688 | 1,562 | 0.03% | — | 100 | +16,688 | New | Q1 2026 | Apr 27, 2026 |
| Fund 1 Investments, LLC | History | New | 16,339 | 1,530 | 0.18% | — | 101 | +16,339 | New | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | Added to | 16,072 | 1,505 | 0.07% | 0.07% | 102 | +1,893 | 13.35% | Q1 2026 | May 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 15,555 | 1,456 | 0.0% | 0.0% | 103 | +16 | 0.1% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | New | 15,117 | 1,415 | 0.0% | — | 104 | +15,117 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 14,905 | 1,395 | 0.0% | — | 105 | +14,905 | New | Q1 2026 | May 14, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 14,534 | 1,361 | 0.1% | 0.13% | 106 | -2,209 | -13.19% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 14,464 | 1,354 | 0.03% | 0.04% | 107 | -7,777 | -34.97% | Q1 2026 | Apr 22, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 14,113 | 1,333 | 0.0% | 0.0% | 108 | +6,253 | 79.55% | Q1 2026 | Apr 30, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 14,172 | 1,327 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 13,744 | 1,287 | 0.0% | 0.0% | 110 | -6,598 | -32.44% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 13,465 | 1,260 | 0.0% | 0.0% | 111 | +3,531 | 35.54% | Q1 2026 | May 12, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 13,208 | 1,236 | 0.01% | 0.02% | 112 | +2,333 | 21.45% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 12,777 | 1,196 | 0.0% | 0.0% | 113 | -3,489 | -21.45% | Q1 2026 | May 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 12,406 | 1,161 | 0.03% | 0.03% | 114 | -400 | -3.12% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,254 | 1,148 | 0.0% | 0.0% | 115 | +132 | 1.09% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 12,174 | 1,140 | 0.0% | 0.0% | 116 | -359 | -2.86% | Q1 2026 | May 01, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 12,071 | 1,130 | 0.0% | — | 117 | +12,071 | New | Q1 2026 | May 08, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 11,940 | 1,118 | 0.11% | 0.12% | 118 | +852 | 7.68% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 11,895 | 1,113 | 0.0% | 0.0% | 119 | -7,961 | -40.09% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 11,209 | 1,049 | 0.01% | — | 120 | +11,209 | New | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 10,865 | 1,017 | 0.0% | 0.0% | 121 | +5,124 | 89.25% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 10,469 | 980 | 0.0% | — | 122 | +10,469 | New | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 9,065 | 973 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 10,141 | 949 | 0.01% | 0.01% | 124 | -231 | -2.23% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 9,806 | 918 | 0.0% | 0.01% | 125 | -512 | -4.96% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,617 | 900 | 0.0% | 0.01% | 126 | -17,046 | -63.93% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER & CO INC | History | New | 9,289 | 869 | 0.01% | — | 127 | +9,289 | New | Q1 2026 | Apr 23, 2026 |
| Vontobel Holding Ltd. | History | Added to | 9,278 | 868 | 0.0% | 0.0% | 128 | +6,682 | 257.4% | Q1 2026 | May 08, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 9,263 | 867 | 0.01% | 0.01% | 129 | -1,010 | -9.83% | Q1 2026 | May 05, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 9,078 | 850 | 0.0% | 0.0% | 130 | +237 | 2.68% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 8,997 | 842 | 0.0% | 0.0% | 131 | -23 | -0.25% | Q1 2026 | May 12, 2026 |
| Holocene Advisors, LP | History | New | 8,743 | 818 | 0.0% | — | 132 | +8,743 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,683 | 813 | 0.0% | 0.0% | 133 | +8,531 | 5612.5% | Q1 2026 | May 01, 2026 |
| Numerai GP LLC | History | Reduced | 8,584 | 803 | 0.08% | 0.15% | 134 | -2,912 | -25.33% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,517 | 797 | 0.0% | 0.0% | 135 | +79 | 0.94% | Q1 2026 | May 15, 2026 |
| QSV Equity Investors LLC | History | No change | 7,396 | 794 | 1.17% | 1.17% | 136 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 8,451 | 791 | 0.0% | 0.0% | 137 | -869 | -9.32% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 8,282 | 775 | 0.0% | 0.0% | 138 | -129 | -1.53% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 8,214 | 769 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 8,134 | 761 | 0.0% | 0.0% | 140 | -338 | -3.99% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 8,100 | 758 | 0.01% | 0.02% | 141 | -300 | -3.57% | Q1 2026 | Apr 20, 2026 |
| Handelsbanken Fonder AB | History | Added to | 7,983 | 748 | 0.0% | 0.0% | 142 | +2,000 | 33.43% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 7,966 | 746 | 0.0% | 0.0% | 143 | -352 | -4.23% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 7,959 | 745 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,754 | 738 | 0.0% | 0.0% | 145 | +7,721 | 23396.97% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 7,816 | 732 | 0.0% | 0.0% | 146 | -594 | -7.06% | Q1 2026 | Apr 27, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 7,524 | 704 | 0.08% | 0.09% | 147 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 7,142 | 668 | 0.0% | 0.0% | 148 | +3,333 | 87.5% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 7,128 | 667 | 0.0% | 0.0% | 149 | +3,445 | 93.54% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,104 | 665 | 0.0% | — | 150 | +7,104 | New | Q1 2026 | May 08, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 6,763 | 633 | 0.11% | 0.09% | 152 | +2,712 | 66.95% | Q1 2026 | May 13, 2026 |
| Horizon Investments, LLC | History | Added to | 6,762 | 633 | 0.01% | 0.01% | 151 | +1,305 | 23.91% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 6,730 | 630 | 0.0% | 0.0% | 153 | +3,741 | 125.16% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,366 | 596 | 0.0% | 0.0% | 154 | +1,293 | 25.49% | Q1 2026 | May 05, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,297 | 589 | 0.0% | 0.0% | 155 | -908 | -12.6% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 6,048 | 566 | 0.01% | 0.0% | 156 | +2,647 | 77.83% | Q1 2026 | May 12, 2026 |
| CenterBook Partners LP | History | Reduced | 5,998 | 561 | 0.03% | 0.05% | 157 | -3,801 | -38.79% | Q1 2026 | May 05, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 5,871 | 549 | 0.03% | 0.04% | 158 | +273 | 4.88% | Q1 2026 | Apr 16, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 5,804 | 543 | 0.02% | 0.02% | 159 | -293 | -4.81% | Q1 2026 | May 11, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 5,791 | 542 | 0.0% | 0.0% | 160 | -470 | -7.51% | Q1 2026 | Apr 20, 2026 |
| Smith Group Asset Management, LLC | History | Added to | 5,760 | 539 | 0.03% | 0.03% | 161 | +525 | 10.03% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 5,458 | 511 | 0.04% | 0.04% | 162 | +1,021 | 23.01% | Q1 2026 | Apr 23, 2026 |
| AMALGAMATED BANK | History | Reduced | 5,250 | 492 | 0.0% | 0.0% | 163 | -28 | -0.53% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Added to | 5,076 | 475 | 0.0% | 0.0% | 164 | +13 | 0.26% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,966 | 465 | 0.01% | 0.01% | 165 | -38 | -0.76% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,922 | 460 | 0.0% | 0.0% | 166 | +792 | 19.18% | Q1 2026 | May 12, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,814 | 450 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 4,789 | 448 | 0.0% | 0.0% | 168 | -698 | -12.72% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Added to | 4,667 | 437 | 0.01% | 0.01% | 169 | +645 | 16.04% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 4,657 | 436 | 0.0% | — | 170 | +4,657 | New | Q1 2026 | May 08, 2026 |
| Huntleigh Advisors, Inc. | History | Added to | 4,630 | 433 | 0.07% | 0.08% | 171 | +164 | 3.67% | Q1 2026 | Apr 21, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 4,542 | 425 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,510 | 422 | 0.0% | 0.0% | 173 | -5 | -0.11% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 4,395 | 411 | 0.0% | 0.01% | 174 | -2,848 | -39.32% | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,291 | 401 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 4,153 | 388 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BOKF, NA | History | Added to | 4,110 | 384 | 0.01% | 0.01% | 177 | +802 | 24.24% | Q1 2026 | May 08, 2026 |
| Rothschild Wealth LLC | History | Reduced | 4,079 | 381 | 0.03% | 0.05% | 178 | -313 | -7.13% | Q1 2026 | May 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,000 | 374 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 3,966 | 371 | 0.0% | — | 180 | +3,966 | New | Q1 2026 | May 15, 2026 |
| Keebeck Wealth Management | History | Added to | 3,948 | 369 | 0.04% | 0.04% | 181 | +350 | 9.73% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 3,173 | 340 | 0.02% | 0.02% | 182 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna | History | No change | 3,600 | 337 | 0.14% | 0.15% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,453 | 323 | 0.0% | 0.0% | 184 | -133 | -3.71% | Q1 2026 | May 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,418 | 320 | 0.01% | 0.01% | 185 | -234 | -6.41% | Q1 2026 | May 13, 2026 |
| Net Worth Advisory Group | History | Added to | 3,387 | 317 | 0.07% | 0.07% | 186 | +177 | 5.51% | Q1 2026 | May 05, 2026 |
| Guinness Asset Management LTD | History | No change | 3,291 | 308 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vestcor Inc | History | No change | 3,157 | 296 | 0.01% | 0.01% | 188 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | No change | 2,968 | 277 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vise Technologies, Inc. | History | No change | 2,548 | 273 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Amundi | History | Added to | 2,868 | 268 | 0.0% | 0.0% | 191 | +347 | 13.76% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | New | 2,822 | 264 | 0.08% | — | 193 | +2,822 | New | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,826 | 264 | 0.0% | 0.0% | 192 | -701 | -19.88% | Q1 2026 | Apr 24, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 2,815 | 263 | 0.21% | 0.21% | 194 | -135 | -4.58% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,807 | 262 | 0.0% | 0.0% | 195 | +458 | 19.5% | Q1 2026 | May 08, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 2,786 | 260 | 0.02% | — | 196 | +2,786 | New | Q1 2026 | May 12, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 2,653 | 248 | 0.03% | — | 197 | +2,653 | New | Q1 2026 | Apr 30, 2026 |
| Maryland State Retirement & Pension System | History | No change | 2,648 | 247 | 0.01% | 0.01% | 198 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 2,620 | 245 | 0.04% | — | 199 | +2,620 | New | Q1 2026 | May 15, 2026 |
| WOODMONT INVESTMENT COUNSEL LLC | History | Added to | 2,600 | 243 | 0.01% | 0.01% | 200 | +400 | 18.18% | Q1 2026 | May 05, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 2,605 | 243 | 0.0% | 0.0% | 201 | +373 | 16.71% | Q1 2026 | Apr 20, 2026 |
| Cetera Trust Company, N.A | History | No change | 2,585 | 242 | 0.14% | 0.15% | 202 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Private Advisor Group, LLC | History | No change | 2,546 | 238 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Marex Group plc | History | New | 2,500 | 234 | 0.0% | — | 204 | +2,500 | New | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | New | 2,460 | 230 | 0.0% | — | 205 | +2,460 | New | Q1 2026 | Apr 27, 2026 |
| Integrated Wealth Concepts LLC | History | New | 2,423 | 226 | 0.0% | — | 207 | +2,423 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,410 | 226 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MQS Management LLC | History | Reduced | 2,378 | 222 | 0.15% | 0.25% | 208 | -1,624 | -40.58% | Q1 2026 | Apr 23, 2026 |
| FULCRUM WEALTH ADVISORS, LLC | History | New | 2,334 | 218 | 0.18% | — | 210 | +2,334 | New | Q1 2026 | Apr 21, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,332 | 218 | 0.0% | 0.0% | 209 | +194 | 9.07% | Q1 2026 | May 14, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 2,228 | 215 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Integrated Advisors Network LLC | History | New | 2,279 | 213 | 0.01% | — | 212 | +2,279 | New | Q1 2026 | Apr 28, 2026 |
| Diversified Trust Co | History | Added to | 2,201 | 206 | 0.0% | 0.0% | 213 | +237 | 12.07% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,191 | 205 | 0.0% | 0.0% | 214 | -140 | -6.01% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 2,145 | 200 | 0.0% | — | 215 | +2,145 | New | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,615 | 151 | 0.01% | 0.01% | 216 | -471 | -22.58% | Q1 2026 | Apr 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,579 | 147 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,517 | 142 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | Reduced | 1,302 | 121 | 0.07% | 0.12% | 219 | -403 | -23.64% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,237 | 115 | 0.0% | 0.0% | 220 | +198 | 19.06% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 1,183 | 110 | 0.0% | 0.0% | 221 | -46 | -3.74% | Q1 2026 | May 06, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 1,100 | 110 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 1,128 | 105 | 0.02% | 0.02% | 223 | +478 | 73.54% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 910 | 85 | 0.01% | 0.01% | 224 | +266 | 41.3% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 894 | 83 | 0.0% | 0.0% | 225 | +19 | 2.17% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 794 | 74 | 0.0% | 0.0% | 226 | -58 | -6.81% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 628 | 59 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| State of Wyoming | History | Reduced | 515 | 48 | 0.01% | 0.01% | 228 | -8 | -1.53% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 491 | 46 | 0.0% | 0.0% | 229 | -167 | -25.38% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 422 | 39 | 0.0% | 0.0% | 230 | +17 | 4.2% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 414 | 38 | 0.0% | 0.01% | 231 | -104 | -20.08% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Added to | 404 | 37 | 0.0% | 0.0% | 232 | +161 | 66.26% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 384 | 35 | 0.0% | 0.0% | 233 | +102 | 36.17% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 382 | 35 | 0.0% | 0.0% | 234 | -61 | -13.77% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Reduced | 369 | 34 | 0.0% | 0.0% | 235 | -45 | -10.87% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 351 | 32 | 0.0% | 0.0% | 236 | +246 | 234.29% | Q1 2026 | Apr 07, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 326 | 29 | 0.0% | 0.0% | 237 | +169 | 107.64% | Q1 2026 | May 11, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 300 | 28 | 0.01% | 0.01% | 238 | +34 | 12.78% | Q1 2026 | May 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 284 | 26 | 0.0% | 0.0% | 240 | -11 | -3.73% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 283 | 26 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 233 | 25 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| UMB Bank, n.a. | History | Added to | 252 | 23 | 0.0% | 0.0% | 242 | +7 | 2.86% | Q1 2026 | May 11, 2026 |
| McIlrath & Eck, LLC | History | No change | 231 | 21 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Financial Management Professionals, Inc. | History | No change | 205 | 19 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 200 | 18 | 0.0% | 0.0% | 245 | +31 | 18.34% | Q1 2026 | Apr 28, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 200 | 18 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 187 | 17 | 0.0% | 0.0% | 247 | +4 | 2.19% | Q1 2026 | Apr 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 175 | 16 | 0.0% | 0.0% | 248 | +135 | 337.5% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | No change | 178 | 16 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Covestor Ltd | History | Added to | 146 | 14 | 0.01% | 0.01% | 251 | +20 | 15.87% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | No change | 155 | 14 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clark Wealth Partners | History | No change | 160 | 14 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 142 | 13 | 0.0% | 0.0% | 254 | -62 | -30.39% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 136 | 13 | 0.0% | 0.0% | 253 | +10 | 7.94% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 123 | 11 | 0.0% | — | 255 | +123 | New | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | No change | 107 | 10 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Reduced | 100 | 9 | 0.0% | 0.0% | 258 | -190 | -65.52% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 101 | 9 | 0.0% | — | 259 | +101 | New | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 100 | 9 | 0.0% | 0.0% | 257 | -2 | -1.96% | Q1 2026 | May 07, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 95 | 8 | 0.0% | 0.0% | 260 | +17 | 21.79% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 89 | 8 | 0.0% | 0.0% | 261 | -11 | -11.0% | Q1 2026 | Apr 07, 2026 |
| Kilter Group LLC | History | Added to | 83 | 7 | 0.0% | — | 263 | +78 | 1560.0% | Q1 2026 | May 14, 2026 |
| AdvisorNet Financial, Inc | History | No change | 80 | 7 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 70 | 6 | 0.0% | 0.0% | 264 | -12 | -14.63% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 56 | 5 | 0.0% | 0.0% | 266 | +15 | 36.59% | Q1 2026 | Apr 24, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 58 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Reduced | 47 | 4 | 0.0% | 0.0% | 267 | -85 | -64.39% | Q1 2026 | May 14, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 40 | 3 | 0.0% | — | 273 | +40 | New | Q1 2026 | Apr 30, 2026 |
| Optiver Holding B.V. | History | Added to | 34 | 3 | 0.0% | 0.0% | 271 | +24 | 240.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 34 | 3 | 0.0% | 0.0% | 270 | -15 | -30.61% | Q1 2026 | Apr 27, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 37 | 3 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 37 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 39 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Quarry LP | History | Reduced | 23 | 2 | 0.0% | 0.0% | 278 | -55 | -70.51% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 27 | 2 | 0.0% | — | 279 | +22 | 440.0% | Q1 2026 | May 15, 2026 |
| J.Safra Asset Management Corp | History | Added to | 28 | 2 | 0.0% | 0.0% | 276 | +13 | 86.67% | Q1 2026 | May 04, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 26 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | No change | 26 | 2 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Partners, Ltd. | History | No change | 25 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 16 | 1 | 0.0% | — | 283 | +16 | New | Q1 2026 | May 07, 2026 |
| High Note Wealth, LLC | History | New | 15 | 1 | 0.0% | — | 284 | +15 | New | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 15 | 1 | 0.0% | — | 282 | +8 | 114.29% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 12 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 11 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.11% | — | -137,932 | -100.0% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.02% | — | -120,778 | -100.0% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Closed out | 0 | 0 | — | 0.01% | — | -63,017 | -100.0% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,869 | -100.0% | Q1 2026 | May 15, 2026 |
| MITCHELL CAPITAL MANAGEMENT CO | History | Closed out | 0 | 0 | — | 0.41% | — | -21,319 | -100.0% | Q1 2026 | May 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -18,529 | -100.0% | Q1 2026 | May 15, 2026 |
| Oliver Luxxe Assets LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -18,115 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.15% | — | -18,047 | -100.0% | Q1 2026 | May 15, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.06% | — | -17,142 | -100.0% | Q1 2026 | Apr 29, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -15,871 | -100.0% | Q1 2026 | May 15, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.15% | — | -15,000 | -100.0% | Q1 2026 | May 07, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -12,088 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,651 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Place Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.33% | — | -6,370 | -100.0% | Q1 2026 | May 01, 2026 |
| CREDIT AGRICOLE S A | History | Closed out | 0 | 0 | — | 0.0% | — | -6,194 | -100.0% | Q1 2026 | May 15, 2026 |
| ADVISORY RESEARCH INC | History | Closed out | 0 | 0 | — | 0.08% | — | -5,623 | -100.0% | Q1 2026 | May 14, 2026 |