Amalgamated Financial Corp. - AMAL
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 | Reduced | 3,466,868 | 134,757 | 0.0% | 0.0% | 1 | -19,786 | -0.57% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,404,730 | 54,600 | 0.01% | 0.01% | 2 | -4,981 | -0.35% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 1,182,663 | 45,970 | 0.08% | 0.04% | 3 | +337,609 | 39.95% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,434,372 | 45,942 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 840,108 | 32,654 | 0.05% | 0.05% | 5 | -113,751 | -11.93% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 821,593 | 31,935 | 0.0% | — | 6 | +821,593 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 748,934 | 29,111 | 0.0% | 0.0% | 7 | +15,641 | 2.13% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 667,004 | 25,926 | 0.01% | 0.01% | 8 | +56,178 | 9.2% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 751,424 | 24,068 | 0.01% | 0.01% | 9 | +114,460 | 17.97% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 571,090 | 22,203 | 0.0% | 0.0% | 10 | -52,730 | -8.45% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 443,978 | 17,257 | 0.0% | — | 11 | +443,978 | New | Q1 2026 | May 08, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 402,775 | 15,655 | 0.04% | 0.03% | 12 | -4,250 | -1.04% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 324,539 | 12,614 | 0.02% | 0.02% | 13 | +34,644 | 11.95% | Q1 2026 | May 11, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 313,358 | 12,180 | 0.03% | 0.02% | 14 | -1,000 | -0.32% | Q1 2026 | May 11, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 290,102 | 11,276 | 0.23% | 0.19% | 15 | +5,498 | 1.93% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 221,535 | 8,611 | 0.0% | 0.0% | 16 | +6,946 | 3.24% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 212,825 | 8,272 | 0.0% | 0.0% | 17 | -1,073 | -0.5% | Q1 2026 | Apr 30, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 185,329 | 7,203 | 0.0% | 0.0% | 18 | -110,341 | -37.32% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 180,402 | 7,013 | 0.0% | 0.0% | 19 | +20,159 | 12.58% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 176,751 | 6,870 | 0.0% | 0.0% | 20 | -6,182 | -3.38% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 173,585 | 6,747 | 0.05% | 0.03% | 21 | +24,642 | 16.54% | Q1 2026 | Apr 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 164,680 | 6,401 | 0.0% | 0.0% | 22 | +14,621 | 9.74% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 156,243 | 6,073 | 0.0% | 0.0% | 23 | -10,764 | -6.45% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 150,263 | 5,841 | 0.01% | 0.01% | 24 | +47,770 | 46.61% | Q1 2026 | May 06, 2026 |
| Trexquant Investment LP | History | Added to | 140,268 | 5,452 | 0.04% | 0.02% | 25 | +70,495 | 101.03% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 136,581 | 5,308 | 0.0% | — | 26 | +136,581 | New | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 135,135 | 5,252 | 0.0% | 0.0% | 27 | -20,703 | -13.28% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 134,342 | 5,221 | 0.03% | — | 28 | +134,342 | New | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 116,362 | 4,522 | 0.0% | 0.0% | 29 | +26,536 | 29.54% | Q1 2026 | May 15, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 112,570 | 4,375 | 0.46% | 0.41% | 30 | -3,333 | -2.88% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 110,628 | 4,300 | 0.0% | 0.01% | 31 | -20,900 | -15.89% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 106,947 | 4,157 | 0.63% | 0.52% | 32 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | Reduced | 102,431 | 3,981 | 0.01% | 0.01% | 33 | -30,018 | -22.66% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 102,075 | 3,967 | 0.0% | 0.01% | 34 | -75,052 | -42.37% | Q1 2026 | May 15, 2026 |
| Arjuna Capital | History | Added to | 100,471 | 3,905 | 0.99% | 0.77% | 35 | +1,703 | 1.72% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 100,424 | 3,903 | 0.0% | 0.0% | 36 | +8,343 | 9.06% | Q1 2026 | May 15, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 96,393 | 3,746 | 1.67% | 1.28% | 37 | -22,763 | -19.1% | Q1 2026 | May 08, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 93,473 | 3,633 | 0.01% | 0.01% | 38 | -16,584 | -15.07% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 90,849 | 3,531 | 0.0% | 0.0% | 39 | -7,494 | -7.62% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 90,224 | 3,507 | 0.0% | 0.0% | 40 | -23 | -0.03% | Q1 2026 | May 15, 2026 |
| Harrington Investments, INC | History | Reduced | 80,860 | 3,143 | 1.65% | 1.31% | 41 | -700 | -0.86% | Q1 2026 | Apr 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 80,051 | 3,111 | 0.0% | 0.0% | 42 | +16,320 | 25.61% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 79,434 | 3,087 | 0.0% | 0.0% | 43 | -17,610 | -18.15% | Q1 2026 | May 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 76,933 | 2,990 | 0.01% | 0.0% | 44 | +5,300 | 7.4% | Q1 2026 | May 11, 2026 |
| Clean Yield Group | History | Reduced | 73,548 | 2,858 | 0.8% | 0.82% | 45 | -18,973 | -20.51% | Q1 2026 | Apr 14, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 69,309 | 2,694 | 0.25% | 0.21% | 46 | +3,743 | 5.71% | Q1 2026 | Apr 24, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 67,671 | 2,630 | 0.01% | 0.01% | 47 | -38,316 | -36.15% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 66,728 | 2,593 | 0.0% | 0.0% | 48 | +8,510 | 14.62% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 66,580 | 2,588 | 0.0% | 0.01% | 49 | -56,349 | -45.84% | Q1 2026 | May 01, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Reduced | 66,099 | 2,569 | 2.51% | 2.32% | 50 | -15,365 | -18.86% | Q1 2026 | Apr 22, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 63,170 | 2,455 | 0.0% | 0.0% | 51 | +37,182 | 143.07% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 58,961 | 2,291 | 0.06% | 0.06% | 52 | -19,764 | -25.11% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 56,128 | 2,181 | 0.0% | 0.0% | 53 | +234 | 0.42% | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 53,592 | 2,079 | 0.0% | — | 54 | +53,592 | New | Q1 2026 | May 13, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 52,083 | 2,024 | 0.03% | 0.03% | 55 | -17,651 | -25.31% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 50,956 | 1,980 | 0.0% | 0.0% | 56 | -35,360 | -40.97% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 48,773 | 1,895 | 0.0% | — | 57 | +48,773 | New | Q1 2026 | May 12, 2026 |
| Avalon Trust Co | History | Reduced | 48,685 | 1,892 | 0.13% | 0.1% | 58 | -750 | -1.52% | Q1 2026 | May 06, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 47,473 | 1,845 | 0.0% | 0.0% | 59 | -6,251 | -11.64% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 46,697 | 1,815 | 0.01% | — | 60 | +46,697 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 41,161 | 1,599 | 0.0% | 0.0% | 61 | -526 | -1.26% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 38,474 | 1,495 | 0.0% | 0.0% | 62 | -401 | -1.03% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 38,393 | 1,493 | 0.0% | 0.0% | 63 | -14,203 | -27.0% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Reduced | 38,011 | 1,477 | 0.0% | 0.0% | 64 | -658 | -1.7% | Q1 2026 | May 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 45,100 | 1,444 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 36,771 | 1,429 | 0.0% | 0.0% | 66 | -8,446 | -18.68% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 36,425 | 1,415 | 0.0% | 0.0% | 67 | +2,170 | 6.33% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 35,600 | 1,383 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 34,552 | 1,343 | 0.0% | 0.0% | 69 | -7,671 | -18.17% | Q1 2026 | May 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 28,360 | 1,102 | 0.0% | 0.0% | 70 | -286 | -1.0% | Q1 2026 | May 12, 2026 |
| AlphaQuest LLC | History | No change | 32,567 | 1,043 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 26,018 | 1,011 | 0.0% | 0.0% | 72 | -4,907 | -15.87% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 25,381 | 986 | 0.01% | 0.01% | 73 | +1,167 | 4.82% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | New | 23,710 | 921 | 0.0% | — | 74 | +23,710 | New | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 23,078 | 897 | 0.0% | 0.0% | 75 | +2,271 | 10.91% | Q1 2026 | May 13, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 22,799 | 886 | 0.54% | 0.46% | 76 | -2,742 | -10.74% | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 22,293 | 866 | 0.0% | 0.0% | 77 | +685 | 3.17% | Q1 2026 | May 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 22,239 | 864 | 0.21% | 0.18% | 78 | -238 | -1.06% | Q1 2026 | May 01, 2026 |
| ALGERT GLOBAL LLC | History | No change | 21,947 | 853 | 0.01% | 0.01% | 79 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 21,891 | 850 | 0.0% | — | 80 | +21,891 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 21,680 | 842 | 0.0% | — | 81 | +21,680 | New | Q1 2026 | May 08, 2026 |
| EntryPoint Capital, LLC | History | No change | 21,394 | 831 | 0.24% | 0.27% | 82 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | No change | 20,580 | 799 | 0.06% | 0.05% | 83 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 17,927 | 696 | 0.0% | 0.0% | 84 | +4,760 | 36.15% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 17,871 | 694 | 0.0% | 0.0% | 85 | -7,899 | -30.65% | Q1 2026 | May 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 17,548 | 682 | 0.0% | 0.0% | 86 | -5,046 | -22.33% | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | New | 17,329 | 673 | 0.04% | — | 87 | +17,329 | New | Q1 2026 | May 04, 2026 |
| Brooklyn Investment Group | History | New | 16,756 | 651 | 0.02% | — | 88 | +16,756 | New | Q1 2026 | Apr 29, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 16,547 | 643 | 0.0% | 0.0% | 89 | +1,705 | 11.49% | Q1 2026 | May 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 16,416 | 638 | 0.0% | 0.0% | 90 | -172 | -1.04% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 16,141 | 627 | 0.0% | 0.0% | 91 | -4,467 | -21.68% | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 15,767 | 602 | 0.0% | 0.0% | 92 | -45,446 | -74.24% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 15,259 | 593 | 0.0% | 0.0% | 93 | +3,187 | 26.4% | Q1 2026 | May 15, 2026 |
| McMillan Office, Inc. | History | No change | 15,000 | 583 | 0.07% | 0.06% | 94 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 14,300 | 555 | 0.0% | 0.0% | 95 | -4,400 | -23.53% | Q1 2026 | May 12, 2026 |
| R Squared Ltd | History | Reduced | 13,293 | 516 | 0.28% | 0.23% | 96 | -1,840 | -12.16% | Q1 2026 | Apr 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 13,054 | 507 | 0.0% | — | 97 | +13,054 | New | Q1 2026 | May 08, 2026 |
| ALPS ADVISORS INC | History | New | 13,000 | 505 | 0.0% | — | 98 | +13,000 | New | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,664 | 492 | 0.0% | 0.0% | 99 | -1,418 | -10.07% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Reduced | 12,437 | 483 | 0.01% | 0.01% | 100 | -2,413 | -16.25% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 12,381 | 481 | 0.01% | — | 101 | +12,381 | New | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | No change | 11,777 | 457 | 0.03% | 0.02% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,330 | 440 | 0.0% | 0.0% | 103 | +4 | 0.04% | Q1 2026 | Apr 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,783 | 419 | 0.0% | 0.0% | 104 | +134 | 1.26% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 10,549 | 410 | 0.0% | 0.0% | 105 | +3,597 | 51.74% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 10,100 | 392 | 0.0% | — | 107 | +10,100 | New | Q1 2026 | Apr 30, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 10,091 | 392 | 0.07% | 0.06% | 106 | +849 | 9.19% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | New | 9,780 | 380 | 0.0% | — | 108 | +9,780 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Reduced | 9,508 | 369 | 0.0% | 0.0% | 109 | -1,309 | -12.1% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,139 | 355 | 0.0% | — | 110 | +9,139 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,349 | 324 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Mariner, LLC | History | Added to | 8,102 | 314 | 0.0% | 0.0% | 112 | +597 | 7.95% | Q1 2026 | May 13, 2026 |
| Hillsdale Investment Management Inc. | History | New | 8,010 | 311 | 0.01% | — | 113 | +8,010 | New | Q1 2026 | May 04, 2026 |
| Ethic Inc. | History | Added to | 7,556 | 293 | 0.0% | 0.0% | 114 | +309 | 4.26% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 7,524 | 292 | 0.0% | 0.0% | 115 | -7,659 | -50.44% | Q1 2026 | May 12, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 7,345 | 285 | 0.12% | 0.1% | 116 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 7,115 | 276 | 0.0% | 0.0% | 117 | +400 | 5.96% | Q1 2026 | May 06, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 7,090 | 275 | 0.01% | — | 118 | +7,090 | New | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | New | 6,885 | 267 | 0.0% | — | 119 | +6,885 | New | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 6,853 | 266 | 0.0% | 0.0% | 120 | -6,712 | -49.48% | Q1 2026 | Apr 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,834 | 265 | 0.0% | 0.0% | 121 | -2,132 | -23.78% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 6,798 | 264 | 0.0% | 0.0% | 122 | +177 | 2.67% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,543 | 254 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,527 | 253 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PFG Investments, LLC | History | New | 6,425 | 249 | 0.01% | — | 125 | +6,425 | New | Q1 2026 | Apr 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 7,566 | 242 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,200 | 240 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 6,089 | 236 | 0.0% | — | 128 | +6,089 | New | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 5,556 | 215 | 0.0% | — | 129 | +5,556 | New | Q1 2026 | May 14, 2026 |
| GeoWealth Management, LLC | History | New | 5,490 | 213 | 0.01% | — | 130 | +5,490 | New | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 4,326 | 168 | 0.0% | — | 132 | +4,326 | New | Q1 2026 | May 08, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 4,288 | 168 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 4,158 | 161 | 0.0% | — | 133 | +4,158 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,100 | 159 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Added to | 3,684 | 143 | 0.0% | 0.0% | 135 | +57 | 1.57% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,216 | 125 | 0.0% | 0.0% | 136 | +961 | 42.62% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 3,136 | 121 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 2,272 | 88 | 0.01% | — | 138 | +2,272 | New | Q1 2026 | May 15, 2026 |
| EMC Capital Management | History | No change | 2,723 | 87 | 0.04% | 0.04% | 139 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| CWM, LLC | History | Added to | 2,124 | 82 | 0.0% | 0.0% | 140 | +244 | 12.98% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,107 | 81 | 0.0% | 0.0% | 141 | +858 | 68.69% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,957 | 76 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,800 | 69 | 0.0% | 0.0% | 143 | -68 | -3.64% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,645 | 63 | 0.0% | 0.0% | 144 | +26 | 1.61% | Q1 2026 | Apr 07, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,485 | 57 | 0.0% | 0.0% | 145 | +876 | 143.84% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 1,272 | 49 | 0.0% | 0.0% | 146 | +3 | 0.24% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,216 | 47 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 899 | 34 | 0.0% | 0.0% | 148 | +225 | 33.38% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 761 | 29 | 0.0% | 0.0% | 149 | -564 | -42.57% | Q1 2026 | Apr 22, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 614 | 23 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | New | 426 | 16 | 0.0% | — | 151 | +426 | New | Q1 2026 | May 01, 2026 |
| Daytona Street Capital LLC | History | Reduced | 400 | 15 | 0.01% | 0.13% | 152 | -5,000 | -92.59% | Q1 2026 | Apr 10, 2026 |
| COMERICA BANK | History | No change | 462 | 14 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 339 | 13 | 0.0% | 0.0% | 154 | +102 | 43.04% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Added to | 327 | 12 | 0.0% | 0.0% | 155 | +17 | 5.48% | Q1 2026 | Apr 06, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 300 | 11 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Covestor Ltd | History | Reduced | 278 | 10 | 0.01% | 0.01% | 158 | -21 | -7.02% | Q1 2026 | May 05, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 263 | 10 | 0.0% | 0.0% | 157 | +14 | 5.62% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 246 | 9 | 0.0% | 0.0% | 159 | -49 | -16.61% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 246 | 9 | 0.0% | 0.0% | 160 | +18 | 7.89% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 226 | 8 | 0.0% | 0.0% | 161 | +69 | 43.95% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 194 | 6 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 139 | 5 | 0.0% | 0.0% | 164 | +83 | 148.21% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | No change | 152 | 5 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 103 | 4 | 0.0% | 0.0% | 165 | +26 | 33.77% | Q1 2026 | May 14, 2026 |
| VSM Wealth Advisory, LLC | History | Added to | 123 | 4 | 0.0% | 0.0% | 167 | +1 | 0.82% | Q1 2026 | May 05, 2026 |
| Blue Trust, Inc. | History | No change | 125 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 100 | 3 | 0.0% | — | 172 | +100 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 80 | 3 | 0.0% | — | 171 | +49 | 158.06% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 81 | 3 | 0.0% | 0.0% | 169 | +17 | 26.56% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 81 | 3 | 0.0% | 0.0% | 168 | +6 | 8.0% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 94 | 3 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| UMB Bank, n.a. | History | No change | 60 | 2 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| True Wealth Design, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Essential Partners LLC | History | No change | 77 | 2 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Quantbot Technologies LP | History | Reduced | 45 | 1 | 0.0% | 0.0% | 176 | -975 | -95.59% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 32 | 1 | 0.0% | — | 178 | +32 | New | Q1 2026 | Apr 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -68,324 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -51,042 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -35,722 | -100.0% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -33,105 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.15% | — | -29,200 | -100.0% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -24,015 | -100.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -18,210 | -100.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,303 | -100.0% | Q1 2026 | May 11, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -15,060 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -12,693 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,279 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -11,590 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,339 | -100.0% | Q1 2026 | May 15, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,101 | -100.0% | Q1 2026 | May 06, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,384 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -722 | -100.0% | Q1 2026 | May 08, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 8 | 0 | — | 0.0% | — | -300 | -97.4% | Q1 2026 | May 11, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -178 | -100.0% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -114 | -100.0% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Turning Point Benefit Group, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 12, 2026 |
| IFP Advisors, Inc | History | Reduced | 6 | 0 | — | — | — | -1 | -14.29% | Q1 2026 | Apr 13, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |