Alarm.com Holdings, Inc. - ALRM
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.
Showing first 300 of
342 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 9,136,795 | 394,618 | 0.01% | 0.01% | 1 | -114,498 | -1.24% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 6,286,541 | 320,739 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,955,703 | 170,846 | 0.01% | — | 3 | +3,955,703 | New | Q1 2026 | May 08, 2026 |
| DISCIPLINED GROWTH INVESTORS INC /MN | History | Reduced | 3,268,986 | 141,187 | 2.89% | 3.34% | 4 | -148,531 | -4.35% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,757,641 | 119,102 | 0.04% | 0.04% | 5 | +526,414 | 23.59% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,154,062 | 93,033 | 0.0% | — | 6 | +2,154,062 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,036,138 | 87,940 | 0.0% | 0.0% | 7 | +13,918 | 0.69% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,263,002 | 54,549 | 0.0% | 0.0% | 8 | -75,252 | -5.62% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,255,771 | 54,245 | 0.0% | 0.0% | 9 | +36,039 | 2.95% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,117,359 | 48,256 | 0.01% | 0.01% | 10 | +11,624 | 1.05% | Q1 2026 | May 07, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 1,070,083 | 46,216 | 0.98% | 1.11% | 11 | -84,270 | -7.3% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 969,125 | 41,856 | 0.0% | 0.0% | 12 | +165,271 | 20.56% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 779,200 | 33,653 | 0.02% | 0.02% | 13 | +237,633 | 43.88% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 715,112 | 30,885 | 0.0% | 0.0% | 14 | +74,844 | 11.69% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 681,283 | 29,424 | 0.02% | 0.02% | 15 | +371,649 | 120.03% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 642,208 | 27,736 | 0.0% | 0.0% | 16 | -1,702 | -0.26% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 629,489 | 27,189 | 0.0% | 0.0% | 17 | -266,130 | -29.71% | Q1 2026 | May 15, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 592,854 | 25,605 | 0.63% | 0.69% | 18 | -130,507 | -18.04% | Q1 2026 | Apr 17, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 579,599 | 25,032 | 0.0% | 0.0% | 19 | +10,742 | 1.89% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 525,759 | 22,708 | 0.34% | 0.35% | 20 | +87,330 | 19.92% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Added to | 483,486 | 20,882 | 0.02% | 0.02% | 21 | +222,563 | 85.3% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 457,625 | 19,764 | 0.01% | 0.01% | 22 | -144,425 | -23.99% | Q1 2026 | May 12, 2026 |
| Select Equity Group, L.P. | History | Added to | 392,357 | 16,945 | 0.09% | 0.08% | 23 | +48,326 | 14.05% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 380,902 | 16,431 | 0.02% | 0.02% | 24 | +176,646 | 86.48% | Q1 2026 | May 13, 2026 |
| BROWN CAPITAL MANAGEMENT LLC | History | Reduced | 359,177 | 15,512 | 2.2% | 2.11% | 25 | -145,551 | -28.84% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 356,847 | 15,412 | 0.01% | 0.01% | 26 | -60,095 | -14.41% | Q1 2026 | May 06, 2026 |
| Nuveen, LLC | History | Added to | 351,021 | 15,160 | 0.0% | 0.0% | 27 | +34,594 | 10.93% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 349,182 | 15,081 | 0.02% | 0.02% | 28 | -36,775 | -9.53% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 341,978 | 14,770 | 0.0% | — | 29 | +341,978 | New | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 341,854 | 14,764 | 0.0% | 0.0% | 30 | -14,622 | -4.1% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 300,204 | 12,965 | 0.01% | 0.01% | 31 | +14,967 | 5.25% | Q1 2026 | May 04, 2026 |
| DF DENT & CO INC | History | Reduced | 299,977 | 12,956 | 0.25% | 0.3% | 32 | -110,254 | -26.88% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 289,821 | 12,517 | 0.0% | 0.0% | 33 | -4,987 | -1.69% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 288,399 | 12,455 | 0.01% | 0.0% | 34 | +190,635 | 195.0% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 281,573 | 12,161 | 0.04% | 0.05% | 35 | -10,235 | -3.51% | Q1 2026 | May 13, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Added to | 271,841 | 11,741 | 0.56% | 0.63% | 36 | +2,782 | 1.03% | Q1 2026 | May 18, 2026 |
| Invesco Ltd. | History | Added to | 269,177 | 11,625 | 0.0% | 0.0% | 37 | +25,349 | 10.4% | Q1 2026 | May 12, 2026 |
| NOMURA HOLDINGS INC | History | Reduced | 248,965 | 10,752 | 0.03% | 0.02% | 38 | -39,213 | -13.61% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 241,181 | 10,416 | 0.0% | 0.0% | 39 | -104,780 | -30.29% | Q1 2026 | May 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 238,467 | 10,299 | 0.01% | 0.01% | 40 | -41,933 | -14.95% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 238,175 | 10,286 | 0.02% | 0.02% | 41 | +20,591 | 9.46% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 220,818 | 9,537 | 0.02% | 0.01% | 42 | +161,625 | 273.05% | Q1 2026 | May 11, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 191,405 | 8,266 | 1.7% | 1.73% | 43 | -24,361 | -11.29% | Q1 2026 | May 06, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 190,800 | 8,241 | 0.03% | 0.04% | 44 | -81,400 | -29.9% | Q1 2026 | Apr 28, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 165,054 | 7,128 | 0.0% | 0.0% | 45 | +29,427 | 21.7% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 164,908 | 7,122 | 0.03% | 0.04% | 46 | -54,472 | -24.83% | Q1 2026 | May 15, 2026 |
| Evanson Asset Management, LLC | History | Reduced | 162,538 | 7,020 | 0.38% | 0.46% | 47 | -6,376 | -3.77% | Q1 2026 | Apr 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 154,672 | 6,680 | 0.03% | 0.03% | 48 | +6,793 | 4.59% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 143,181 | 6,183 | 0.01% | 0.04% | 49 | -136,836 | -48.87% | Q1 2026 | May 11, 2026 |
| Montanaro Asset Management Ltd | History | Reduced | 141,700 | 6,120 | 1.83% | 2.13% | 50 | -8,400 | -5.6% | Q1 2026 | May 11, 2026 |
| NORGES BANK | History | No change | 118,819 | 6,062 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 139,934 | 6,043 | 0.01% | 0.01% | 52 | +14 | 0.01% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 133,586 | 5,769 | 0.0% | 0.0% | 53 | +85,820 | 179.67% | Q1 2026 | May 05, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 133,153 | 5,750 | 0.0% | 0.0% | 54 | -5,181 | -3.75% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 130,242 | 5,625 | 0.0% | 0.01% | 55 | +2,038 | 1.59% | Q1 2026 | May 12, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 126,900 | 5,481 | 0.01% | 0.01% | 56 | +7,500 | 6.28% | Q1 2026 | May 11, 2026 |
| Trexquant Investment LP | History | Reduced | 126,336 | 5,456 | 0.04% | 0.07% | 57 | -17,083 | -11.91% | Q1 2026 | May 15, 2026 |
| WINMILL & CO. INC | History | New | 126,100 | 5,446 | 1.57% | — | 58 | +126,100 | New | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 124,320 | 5,369 | 0.01% | 0.0% | 59 | +112,515 | 953.11% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 102,599 | 5,234 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 118,200 | 5,105 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 113,434 | 4,899 | 0.01% | 0.0% | 62 | +71,390 | 169.8% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 112,263 | 4,848 | 0.0% | 0.0% | 63 | -10,549 | -8.59% | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 106,006 | 4,578 | 0.0% | 0.01% | 64 | -23,088 | -17.88% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 105,863 | 4,572 | 0.0% | 0.0% | 65 | +5,532 | 5.51% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 98,707 | 4,263 | 0.0% | 0.01% | 66 | -136,052 | -57.95% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 93,578 | 4,041 | 0.01% | 0.0% | 67 | +18,546 | 24.72% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 93,500 | 4,038 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 87,478 | 3,778 | 0.43% | 0.46% | 69 | -29,495 | -25.22% | Q1 2026 | May 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 87,345 | 3,772 | 0.24% | 0.43% | 70 | -37,418 | -29.99% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 87,224 | 3,767 | 0.0% | 0.0% | 71 | -3,620 | -3.98% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 86,207 | 3,723 | 0.01% | 0.03% | 72 | -261,404 | -75.2% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 84,804 | 3,662 | 0.0% | 0.0% | 73 | +15,171 | 21.79% | Q1 2026 | May 04, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 83,171 | 3,592 | 0.17% | 0.18% | 74 | +524 | 0.63% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 82,836 | 3,577 | 0.01% | 0.01% | 75 | +5,929 | 7.71% | Q1 2026 | May 14, 2026 |
| OSSIAM | History | No change | 80,687 | 3,484 | 0.06% | 0.08% | 76 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 78,169 | 3,376 | 0.0% | 0.0% | 77 | -49,640 | -38.84% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 76,006 | 3,282 | 0.0% | 0.01% | 78 | -56,766 | -42.75% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 73,581 | 3,177 | 0.0% | 0.0% | 79 | +68,460 | 1336.85% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 73,350 | 3,167 | 0.01% | 0.01% | 80 | -4,926 | -6.29% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 62,008 | 3,163 | 0.0% | 0.0% | 81 | +3,158 | 5.37% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 70,442 | 3,042 | 0.0% | 0.01% | 82 | -63,903 | -47.57% | Q1 2026 | Apr 20, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Reduced | 69,804 | 3,014 | 0.16% | 0.17% | 83 | -3,883 | -5.27% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 68,306 | 2,950 | 0.0% | 0.0% | 84 | +31,000 | 83.1% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Reduced | 64,635 | 2,791 | 0.01% | 0.02% | 85 | -61,850 | -48.9% | Q1 2026 | May 14, 2026 |
| MIROVA | History | New | 62,101 | 2,682 | 0.11% | — | 87 | +62,101 | New | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 62,098 | 2,682 | 0.0% | 0.01% | 86 | -4,861 | -7.26% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 62,073 | 2,680 | 0.1% | 0.11% | 88 | -2,647 | -4.09% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 59,308 | 2,561 | 0.0% | 0.0% | 89 | +14,778 | 33.19% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 58,939 | 2,545 | 0.0% | 0.0% | 90 | +13,761 | 30.46% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 57,427 | 2,480 | 0.0% | 0.01% | 91 | -10,240 | -15.13% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 48,548 | 2,476 | 0.14% | 0.14% | 92 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 57,031 | 2,414 | 0.0% | 0.0% | 93 | +6,559 | 13.0% | Q1 2026 | May 13, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 55,347 | 2,390 | 0.1% | 0.24% | 94 | -65,588 | -54.23% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 51,264 | 2,214 | 0.0% | 0.0% | 95 | +4,565 | 9.78% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 44,916 | 1,939 | 0.0% | — | 96 | +44,916 | New | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Added to | 44,242 | 1,910 | 0.03% | 0.04% | 97 | +13,033 | 41.76% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 44,027 | 1,901 | 0.0% | 0.0% | 98 | -519 | -1.17% | Q1 2026 | May 08, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 41,472 | 1,791 | 0.04% | 0.06% | 99 | -1,616 | -3.75% | Q1 2026 | May 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 41,447 | 1,790 | 0.08% | 0.09% | 100 | -1,673 | -3.88% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 40,911 | 1,766 | 0.02% | 0.01% | 101 | +28,766 | 236.85% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 40,382 | 1,745 | 0.0% | 0.0% | 102 | -1,620 | -3.86% | Q1 2026 | May 14, 2026 |
| Amundi | History | Added to | 37,910 | 1,637 | 0.0% | 0.0% | 103 | +25,871 | 214.89% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 37,353 | 1,613 | 0.0% | 0.0% | 104 | +11,866 | 46.56% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 36,564 | 1,579 | 0.0% | 0.0% | 105 | -1,683 | -4.4% | Q1 2026 | Apr 27, 2026 |
| Engineers Gate Manager LP | History | Reduced | 36,217 | 1,564 | 0.02% | 0.04% | 106 | -30,273 | -45.53% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 35,310 | 1,525 | 0.01% | 0.01% | 107 | +4,269 | 13.75% | Q1 2026 | May 14, 2026 |
| Cardinal Capital Management | History | Added to | 34,905 | 1,507 | 0.19% | 0.2% | 108 | +5,569 | 18.98% | Q1 2026 | Apr 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 34,034 | 1,469 | 0.0% | 0.0% | 109 | +10,914 | 47.21% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 33,477 | 1,445 | 0.0% | 0.0% | 110 | -159 | -0.47% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 33,294 | 1,438 | 0.0% | 0.0% | 111 | -981 | -2.86% | Q1 2026 | May 01, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 32,616 | 1,409 | 0.41% | 0.51% | 112 | -1,032 | -3.07% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,580 | 1,407 | 0.0% | 0.0% | 113 | +8,670 | 36.26% | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | Added to | 30,924 | 1,335 | 0.14% | 0.06% | 114 | +15,723 | 103.43% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | New | 28,695 | 1,239 | 0.01% | — | 115 | +28,695 | New | Q1 2026 | Apr 23, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 27,169 | 1,172 | 0.01% | 0.02% | 116 | -775 | -2.77% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 26,284 | 1,135 | 0.01% | 0.01% | 117 | -201 | -0.76% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 25,854 | 1,117 | 0.0% | 0.0% | 118 | -5,710 | -18.09% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 24,729 | 1,068 | 0.0% | 0.0% | 119 | +1,576 | 6.81% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 24,554 | 1,060 | 0.01% | 0.02% | 120 | -1,758 | -6.68% | Q1 2026 | May 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 24,023 | 1,037 | 0.0% | 0.0% | 121 | +115 | 0.48% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Added to | 23,896 | 1,032 | 0.12% | 0.09% | 122 | +3,071 | 14.75% | Q1 2026 | May 13, 2026 |
| Holocene Advisors, LP | History | Reduced | 22,754 | 982 | 0.0% | 0.0% | 123 | -12,011 | -34.55% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 22,100 | 954 | 0.02% | 0.02% | 124 | -700 | -3.07% | Q1 2026 | Apr 20, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 21,786 | 941 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 20,938 | 904 | 0.0% | 0.0% | 126 | -807 | -3.71% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 20,071 | 866 | 0.0% | — | 127 | +20,071 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 19,944 | 861 | 0.0% | 0.0% | 128 | +3,560 | 21.73% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Added to | 19,765 | 853 | 0.05% | 0.05% | 129 | +32 | 0.16% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,705 | 851 | 0.0% | 0.0% | 130 | +10,370 | 111.09% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 19,682 | 850 | 0.0% | 0.0% | 131 | -993 | -4.8% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 15,609 | 796 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 17,975 | 776 | 0.01% | 0.01% | 133 | -12,943 | -41.86% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 17,521 | 756 | 0.0% | 0.0% | 134 | +3,131 | 21.76% | Q1 2026 | May 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 14,604 | 745 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Man Group plc | History | Reduced | 16,879 | 729 | 0.0% | 0.0% | 136 | -8,143 | -32.54% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | New | 16,073 | 694 | 0.05% | — | 137 | +16,073 | New | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 15,959 | 689 | 0.0% | 0.0% | 138 | +14,897 | 1402.73% | Q1 2026 | May 01, 2026 |
| CITIGROUP INC | History | Reduced | 15,860 | 684 | 0.0% | 0.0% | 139 | -8,664 | -35.33% | Q1 2026 | May 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 15,599 | 673 | 0.0% | 0.01% | 140 | -33,134 | -67.99% | Q1 2026 | Apr 30, 2026 |
| ALPS ADVISORS INC | History | Reduced | 15,008 | 648 | 0.0% | 0.0% | 142 | -1,069 | -6.65% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 15,004 | 648 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,954 | 645 | 0.01% | 0.02% | 143 | -6,743 | -31.08% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | New | 14,384 | 621 | 0.01% | — | 145 | +14,384 | New | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 14,400 | 621 | 0.0% | 0.0% | 144 | +500 | 3.6% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Reduced | 14,291 | 617 | 0.0% | 0.01% | 146 | -137 | -0.95% | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 14,109 | 609 | 0.0% | 0.0% | 147 | -67 | -0.47% | Q1 2026 | May 12, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 13,976 | 603 | 0.01% | 0.02% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Added to | 13,913 | 600 | 0.01% | 0.0% | 149 | +5,414 | 63.7% | Q1 2026 | May 05, 2026 |
| Walleye Capital LLC | History | New | 13,864 | 598 | 0.0% | — | 150 | +13,864 | New | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,591 | 586 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 13,375 | 577 | 0.17% | 0.17% | 152 | +852 | 6.8% | Q1 2026 | Apr 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,251 | 572 | 0.01% | 0.01% | 153 | -215 | -1.6% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,190 | 569 | 0.0% | 0.01% | 154 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 13,400 | 567 | 0.02% | 0.04% | 155 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Arizona State Retirement System | History | Reduced | 13,016 | 562 | 0.0% | 0.0% | 156 | -272 | -2.05% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,454 | 537 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,335 | 532 | 0.0% | 0.0% | 158 | -14 | -0.11% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 12,174 | 525 | 0.0% | 0.0% | 159 | -3,607 | -22.86% | Q1 2026 | May 15, 2026 |
| nVerses Capital, LLC | History | New | 12,077 | 521 | 0.47% | — | 161 | +12,077 | New | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 12,066 | 521 | 0.0% | 0.0% | 160 | +104 | 0.87% | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,983 | 517 | 0.01% | 0.01% | 162 | -8,095 | -40.32% | Q1 2026 | May 08, 2026 |
| Passive Capital Management, LLC. | History | No change | 11,928 | 515 | 0.15% | 0.19% | 163 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Added to | 11,870 | 512 | 0.04% | 0.04% | 164 | +2,745 | 30.08% | Q1 2026 | Apr 23, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 11,695 | 505 | 0.08% | 0.05% | 165 | +7,288 | 165.37% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 11,415 | 493 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 11,283 | 487 | 0.0% | 0.0% | 167 | -2,873 | -20.3% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 11,216 | 484 | 0.0% | 0.0% | 168 | +1,948 | 21.02% | Q1 2026 | May 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 11,129 | 480 | 0.0% | — | 169 | +11,129 | New | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 10,414 | 449 | 0.0% | — | 170 | +10,414 | New | Q1 2026 | May 08, 2026 |
| Haven Private, LLC | History | Added to | 10,136 | 437 | 0.19% | 0.21% | 171 | +719 | 7.64% | Q1 2026 | May 05, 2026 |
| State of Wyoming | History | Added to | 9,903 | 427 | 0.05% | 0.04% | 172 | +2,925 | 41.92% | Q1 2026 | May 13, 2026 |
| Freestone Grove Partners LP | History | Added to | 9,657 | 417 | 0.0% | 0.0% | 173 | +2,674 | 38.29% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 9,071 | 391 | 0.01% | — | 174 | +9,071 | New | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 8,274 | 367 | 0.02% | 0.02% | 175 | +2,006 | 32.0% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | Added to | 7,956 | 343 | 0.01% | 0.01% | 176 | +890 | 12.6% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Added to | 7,754 | 334 | 0.0% | 0.0% | 177 | +439 | 6.0% | Q1 2026 | May 05, 2026 |
| ProShare Advisors LLC | History | Reduced | 7,435 | 321 | 0.0% | 0.0% | 178 | -1,849 | -19.92% | Q1 2026 | Apr 24, 2026 |
| LPL Financial LLC | History | Reduced | 7,300 | 315 | 0.0% | 0.0% | 179 | -831 | -10.22% | Q1 2026 | May 06, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,281 | 314 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 7,126 | 307 | 0.0% | 0.0% | 181 | +1,157 | 19.38% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 6,761 | 292 | 0.0% | 0.0% | 182 | +2,162 | 47.01% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 6,751 | 291 | 0.01% | 0.03% | 183 | -17,491 | -72.15% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,492 | 280 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 6,097 | 263 | 0.0% | 0.0% | 185 | +590 | 10.71% | Q1 2026 | May 14, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 6,017 | 259 | 0.01% | — | 187 | +6,017 | New | Q1 2026 | May 08, 2026 |
| Ascent Wealth Partners, LLC | History | No change | 6,000 | 259 | 0.03% | 0.04% | 186 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 5,943 | 256 | 0.0% | — | 188 | +5,943 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 5,879 | 253 | 0.0% | 0.0% | 189 | -2,384 | -28.85% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,766 | 251 | 0.0% | 0.0% | 190 | -278 | -4.6% | Q1 2026 | Apr 08, 2026 |
| Brooklyn Investment Group | History | New | 5,743 | 248 | 0.01% | — | 191 | +5,743 | New | Q1 2026 | Apr 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,708 | 246 | 0.0% | 0.0% | 192 | +7 | 0.12% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Added to | 5,691 | 245 | 0.0% | 0.0% | 193 | +1,135 | 24.91% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 5,629 | 243 | 0.01% | 0.01% | 194 | -131 | -2.27% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 5,508 | 238 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | Added to | 5,268 | 227 | 0.02% | 0.02% | 196 | +59 | 1.13% | Q1 2026 | Apr 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 5,213 | 225 | 0.0% | 0.0% | 198 | +1,055 | 25.37% | Q1 2026 | May 05, 2026 |
| SUMMITRY LLC | History | Reduced | 5,229 | 225 | 0.01% | 0.01% | 197 | -41 | -0.78% | Q1 2026 | May 22, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 5,171 | 223 | 0.03% | — | 199 | +5,171 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | New | 5,157 | 222 | 0.0% | — | 200 | +5,157 | New | Q1 2026 | May 14, 2026 |
| M.E. ALLISON & CO., INC. | History | Added to | 5,140 | 221 | 0.15% | 0.16% | 201 | +555 | 12.1% | Q1 2026 | Apr 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,961 | 214 | 0.01% | 0.01% | 202 | +70 | 1.43% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 4,951 | 213 | 0.0% | 0.0% | 203 | -113 | -2.23% | Q1 2026 | Apr 21, 2026 |
| Verition Fund Management LLC | History | Reduced | 4,867 | 210 | 0.0% | 0.01% | 204 | -58,297 | -92.29% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | New | 4,821 | 208 | 0.1% | — | 205 | +4,821 | New | Q1 2026 | May 13, 2026 |
| CADEN CAPITAL PARTNERS, LP | History | Added to | 4,620 | 199 | 2.45% | 0.24% | 206 | +2,544 | 122.54% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 4,234 | 182 | 0.01% | 0.0% | 207 | +2,873 | 211.09% | Q1 2026 | Apr 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,980 | 171 | 0.01% | 0.01% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,708 | 160 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,021 | 130 | 0.0% | 0.0% | 210 | +2,372 | 365.49% | Q1 2026 | May 01, 2026 |
| Avanza Fonder AB | History | No change | 2,789 | 120 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 2,289 | 116 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Quantbot Technologies LP | History | Reduced | 2,189 | 94 | 0.0% | 0.02% | 213 | -9,867 | -81.84% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 2,163 | 93 | 0.01% | 0.01% | 214 | +92 | 4.44% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,768 | 76 | 0.0% | 0.0% | 215 | -1,816 | -50.67% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 1,770 | 76 | 0.0% | 0.0% | 216 | -300 | -14.49% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 1,572 | 68 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 1,379 | 58 | 0.0% | 0.0% | 218 | -8,351 | -85.83% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 1,304 | 56 | 0.0% | 0.0% | 219 | +16 | 1.24% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,000 | 43 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 972 | 41 | 0.0% | 0.0% | 221 | +834 | 604.35% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 900 | 38 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 846 | 36 | 0.0% | 0.0% | 223 | -201 | -19.2% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 819 | 35 | 0.0% | 0.0% | 224 | -1,583 | -65.9% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 765 | 33 | 0.0% | 0.0% | 225 | +291 | 61.39% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 742 | 32 | 0.0% | 0.0% | 227 | +175 | 30.86% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 744 | 32 | 0.0% | 0.0% | 226 | +145 | 24.21% | Q1 2026 | Apr 30, 2026 |
| Advisory Services Network, LLC | History | New | 733 | 31 | 0.0% | — | 228 | +733 | New | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 618 | 26 | 0.0% | 0.0% | 229 | +386 | 166.38% | Q1 2026 | Apr 06, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 521 | 22 | 0.0% | 0.0% | 230 | +214 | 69.71% | Q1 2026 | May 11, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | No change | 471 | 20 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 466 | 19 | 0.0% | 0.0% | 232 | -823 | -63.85% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 425 | 18 | 0.0% | — | 233 | +425 | New | Q1 2026 | May 11, 2026 |
| WPG Advisers, LLC | History | Reduced | 377 | 16 | 0.01% | 0.01% | 234 | -31 | -7.6% | Q1 2026 | Apr 29, 2026 |
| Covestor Ltd | History | Reduced | 350 | 15 | 0.01% | 0.02% | 236 | -341 | -49.35% | Q1 2026 | May 05, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 365 | 15 | 0.0% | 0.0% | 235 | +40 | 12.31% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 332 | 14 | 0.0% | — | 241 | +332 | New | Q1 2026 | May 08, 2026 |
| Park Place Capital Corp | History | Reduced | 326 | 14 | 0.0% | 0.01% | 240 | -271 | -45.39% | Q1 2026 | Apr 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 349 | 14 | 0.0% | 0.0% | 237 | +186 | 114.11% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Added to | 338 | 14 | 0.0% | 0.0% | 238 | +59 | 21.15% | Q1 2026 | Apr 30, 2026 |
| SageView Advisory Group, LLC | History | No change | 281 | 14 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Added to | 309 | 13 | 0.0% | 0.0% | 242 | +3 | 0.98% | Q1 2026 | Apr 22, 2026 |
| DANSKE BANK A/S | History | Reduced | 300 | 12 | 0.0% | 0.0% | 243 | -1,500 | -83.33% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 286 | 12 | 0.0% | 0.0% | 244 | +10 | 3.62% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 269 | 11 | 0.0% | 0.01% | 245 | -886 | -76.71% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 267 | 11 | 0.0% | 0.0% | 246 | -78 | -22.61% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 253 | 10 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 211 | 9 | 0.0% | 0.0% | 250 | +182 | 627.59% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 216 | 9 | 0.0% | 0.0% | 249 | +122 | 129.79% | Q1 2026 | Apr 24, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 211 | 9 | 0.0% | 0.0% | 248 | -2 | -0.94% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Reduced | 181 | 8 | 0.0% | 0.0% | 251 | -108 | -37.37% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 191 | 8 | 0.0% | 0.0% | 252 | +105 | 122.09% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 205 | 8 | 0.0% | 0.0% | 253 | +15 | 7.89% | Q1 2026 | May 15, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Reduced | 174 | 7 | 0.0% | 0.01% | 254 | -1,520 | -89.73% | Q1 2026 | Apr 23, 2026 |
| Allworth Financial LP | History | Added to | 183 | 7 | 0.0% | 0.0% | 255 | +63 | 52.5% | Q1 2026 | May 14, 2026 |
| MATHER GROUP, LLC. | History | New | 156 | 6 | 0.0% | — | 258 | +156 | New | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 148 | 6 | 0.0% | 0.0% | 256 | +76 | 105.56% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | Reduced | 158 | 6 | 0.0% | 0.0% | 257 | -38 | -19.39% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 119 | 5 | 0.0% | — | 261 | +109 | 1090.0% | Q1 2026 | Apr 07, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 133 | 5 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Geneos Wealth Management Inc. | History | No change | 135 | 5 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quarry LP | History | Reduced | 101 | 4 | 0.0% | 0.0% | 262 | -201 | -66.56% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | New | 99 | 4 | 0.0% | — | 265 | +99 | New | Q1 2026 | Apr 17, 2026 |
| Fourth Dimension Wealth, LLC | History | No change | 94 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Meramec Financial Planners, LLC | History | No change | 90 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Added to | 90 | 3 | 0.0% | — | 268 | +79 | 718.18% | Q1 2026 | May 21, 2026 |
| Arax Advisory Partners | History | Reduced | 70 | 3 | 0.0% | 0.0% | 266 | -41 | -36.94% | Q1 2026 | May 13, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 80 | 3 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CENTRAL TRUST Co | History | Added to | 69 | 2 | 0.0% | 0.0% | 269 | +23 | 50.0% | Q1 2026 | Apr 17, 2026 |
| Bare Financial Services, Inc | History | Added to | 66 | 2 | 0.0% | 0.0% | 271 | +21 | 46.67% | Q1 2026 | May 14, 2026 |
| Grove Bank & Trust | History | No change | 50 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 45 | 1 | 0.0% | — | 272 | +37 | 462.5% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 37 | 1 | 0.0% | — | 278 | +37 | New | Q1 2026 | Apr 29, 2026 |
| Marquette Asset Management, LLC | History | New | 31 | 1 | 0.0% | — | 277 | +31 | New | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | Added to | 35 | 1 | 0.0% | — | 275 | +27 | 337.5% | Q1 2026 | Apr 13, 2026 |
| Vanguard National Trust Co | History | New | 25 | 1 | 0.0% | — | 279 | +25 | New | Q1 2026 | May 08, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 30 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -129,363 | -100.0% | Q1 2026 | May 15, 2026 |
| Swedbank AB | History | Closed out | 0 | 0 | — | 0.0% | — | -45,316 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -44,334 | -100.0% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -40,181 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -30,345 | -100.0% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,405 | -100.0% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -16,300 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -15,918 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -14,310 | -100.0% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,174 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -12,964 | -100.0% | Q1 2026 | May 15, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,438 | -100.0% | Q1 2026 | May 13, 2026 |
| GLOBEFLEX CAPITAL L P | History | Closed out | 0 | 0 | — | 0.08% | — | -10,456 | -100.0% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,194 | -100.0% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,649 | -100.0% | Q1 2026 | May 11, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,295 | -100.0% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -6,142 | -100.0% | Q1 2026 | May 13, 2026 |
| Modera Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,701 | -100.0% | Q1 2026 | May 06, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,181 | -100.0% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,720 | -100.0% | Q1 2026 | May 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,510 | -100.0% | Q1 2026 | Apr 28, 2026 |