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 | 3,405,902 | 156,330 | 0.0% | 0.0% | 1 | -60,966 | -1.76% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,407,794 | 64,619 | 0.01% | 0.01% | 2 | +3,064 | 0.22% | Q2 2026 | Aug 11, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 1,131,014 | 51,914 | 0.08% | 0.08% | 3 | -51,649 | -4.37% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Added to | 830,199 | 38,106 | 0.0% | 0.0% | 4 | +8,606 | 1.05% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 747,707 | 34,319 | 0.02% | 0.01% | 5 | +80,703 | 12.1% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | Reduced | 700,195 | 32,138 | 0.0% | 0.0% | 6 | -48,739 | -6.51% | Q2 2026 | Aug 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 793,232 | 30,832 | 0.01% | 0.01% | 7 | +41,808 | 5.56% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 575,016 | 26,393 | 0.04% | 0.05% | 8 | -265,092 | -31.55% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 536,595 | 24,636 | 0.0% | 0.0% | 9 | -34,495 | -6.04% | Q2 2026 | Aug 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 396,495 | 18,199 | 0.05% | 0.04% | 10 | -6,280 | -1.56% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Reduced | 396,083 | 18,180 | 0.0% | 0.0% | 11 | -47,895 | -10.79% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 330,795 | 15,183 | 0.02% | 0.02% | 12 | +6,256 | 1.93% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 305,658 | 14,030 | 0.03% | 0.03% | 13 | -7,700 | -2.46% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 296,484 | 13,608 | 0.24% | 0.23% | 14 | +6,382 | 2.2% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 222,635 | 10,220 | 0.0% | 0.0% | 15 | +42,233 | 23.41% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | Added to | 220,308 | 10,112 | 0.0% | 0.0% | 16 | +7,483 | 3.52% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 205,398 | 9,427 | 0.0% | 0.0% | 17 | -16,137 | -7.28% | Q2 2026 | Aug 13, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 204,238 | 9,374 | 0.06% | 0.05% | 18 | +30,653 | 17.66% | Q2 2026 | Jul 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 179,372 | 8,233 | 0.0% | 0.0% | 19 | -5,957 | -3.21% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 169,300 | 7,770 | 0.0% | 0.0% | 20 | +4,620 | 2.81% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 168,284 | 7,724 | 0.0% | 0.0% | 21 | -8,467 | -4.79% | Q2 2026 | Aug 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 154,367 | 7,085 | 0.0% | 0.0% | 22 | +63,518 | 69.92% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 151,010 | 6,931 | 0.0% | 0.0% | 23 | -5,233 | -3.35% | Q2 2026 | Aug 06, 2026 |
| BESSEMER GROUP INC | History | No change | 150,263 | 6,897 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | Added to | 140,724 | 6,459 | 0.03% | 0.03% | 25 | +6,382 | 4.75% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 138,448 | 6,354 | 0.0% | 0.0% | 26 | +1,867 | 1.37% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | Reduced | 119,001 | 5,462 | 0.0% | 0.0% | 27 | -16,134 | -11.94% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 117,610 | 5,398 | 0.0% | 0.0% | 28 | +1,248 | 1.07% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | Reduced | 113,073 | 5,190 | 0.03% | 0.04% | 29 | -27,195 | -19.39% | Q2 2026 | Aug 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 111,678 | 5,126 | 0.5% | 0.46% | 30 | -892 | -0.79% | Q2 2026 | Jul 20, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Added to | 109,133 | 5,009 | 2.08% | 1.67% | 31 | +12,740 | 13.22% | Q2 2026 | Aug 03, 2026 |
| Arjuna Capital | History | Added to | 106,296 | 4,878 | 1.1% | 0.99% | 32 | +5,825 | 5.8% | Q2 2026 | Aug 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | Reduced | 103,401 | 4,746 | 0.61% | 0.63% | 33 | -3,546 | -3.32% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | No change | 102,431 | 4,702 | 0.01% | 0.01% | 34 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 92,280 | 4,235 | 0.01% | 0.01% | 35 | -1,193 | -1.28% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 91,211 | 4,186 | 0.0% | 0.0% | 36 | +68,918 | 309.15% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 90,374 | 4,148 | 0.0% | 0.0% | 37 | +150 | 0.17% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 86,222 | 3,957 | 0.0% | 0.0% | 38 | -24,406 | -22.06% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 79,434 | 3,646 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Harrington Investments, INC | History | Reduced | 79,310 | 3,640 | 1.76% | 1.65% | 40 | -1,550 | -1.92% | Q2 2026 | Jul 23, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 77,968 | 3,578 | 0.03% | 0.0% | 41 | +68,829 | 753.13% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 75,098 | 3,446 | 0.0% | 0.0% | 42 | -4,953 | -6.19% | Q2 2026 | Aug 13, 2026 |
| Creative Planning | History | Added to | 73,542 | 3,375 | 0.0% | 0.0% | 43 | +6,814 | 10.21% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 69,030 | 3,168 | 0.0% | 0.01% | 44 | -7,903 | -10.27% | Q2 2026 | Aug 06, 2026 |
| Clean Yield Group | History | Reduced | 68,140 | 3,127 | 0.78% | 0.8% | 45 | -5,408 | -7.35% | Q2 2026 | Aug 05, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Added to | 67,308 | 3,089 | 2.61% | 2.51% | 46 | +1,209 | 1.83% | Q2 2026 | Aug 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 67,041 | 3,068 | 0.0% | 0.0% | 47 | +13,449 | 25.1% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | Reduced | 64,246 | 2,948 | 0.0% | 0.0% | 48 | -36,178 | -36.03% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | Added to | 56,077 | 2,573 | 0.0% | 0.0% | 49 | +18,066 | 47.53% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 55,206 | 2,533 | 0.0% | 0.0% | 50 | -922 | -1.64% | Q2 2026 | Aug 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 48,870 | 2,258 | 0.0% | 0.0% | 51 | +10,477 | 27.29% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | Reduced | 48,171 | 2,211 | 0.0% | 0.0% | 52 | -2,785 | -5.47% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 48,148 | 2,209 | 0.0% | 0.0% | 53 | +11,377 | 30.94% | Q2 2026 | Aug 14, 2026 |
| Avalon Trust Co | History | Reduced | 47,995 | 2,202 | 0.14% | 0.13% | 54 | -690 | -1.42% | Q2 2026 | Aug 06, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 44,406 | 2,038 | 0.21% | 0.25% | 55 | -24,903 | -35.93% | Q2 2026 | Jul 22, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 41,494 | 1,905 | 0.12% | — | 56 | +41,494 | New | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | New | 40,789 | 1,872 | 0.0% | — | 57 | +40,789 | New | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 40,730 | 1,869 | 0.0% | 0.0% | 58 | -8,043 | -16.49% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 38,797 | 1,780 | 0.0% | 0.0% | 59 | +323 | 0.84% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 37,982 | 1,743 | 0.0% | 0.0% | 60 | -25,188 | -39.87% | Q2 2026 | Aug 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 37,042 | 1,700 | 0.0% | 0.0% | 61 | +2,490 | 7.21% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 36,300 | 1,666 | 0.0% | 0.0% | 62 | -125 | -0.34% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | Added to | 36,000 | 1,652 | 0.0% | 0.0% | 63 | +400 | 1.12% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | Reduced | 34,230 | 1,571 | 0.0% | 0.0% | 64 | -6,931 | -16.84% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 32,110 | 1,473 | 0.0% | 0.0% | 65 | +6,092 | 23.41% | Q2 2026 | Aug 03, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 29,684 | 1,362 | 0.02% | — | 66 | +29,684 | New | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 28,271 | 1,297 | 0.0% | 0.01% | 67 | -39,400 | -58.22% | Q2 2026 | Aug 12, 2026 |
| NWAM LLC | History | Added to | 27,204 | 1,248 | 0.06% | 0.04% | 68 | +9,875 | 56.99% | Q2 2026 | Jul 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 26,506 | 1,216 | 0.0% | 0.0% | 69 | -1,854 | -6.54% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | Added to | 25,830 | 1,185 | 0.01% | 0.01% | 70 | +449 | 1.77% | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 24,727 | 1,134 | 0.0% | 0.0% | 71 | +6,856 | 38.36% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 23,237 | 1,066 | 0.0% | 0.0% | 72 | +159 | 0.69% | Q2 2026 | Aug 12, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 22,799 | 1,046 | 0.56% | 0.54% | 73 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 22,061 | 1,012 | 0.22% | 0.21% | 74 | -178 | -0.8% | Q2 2026 | Jul 31, 2026 |
| ALGERT GLOBAL LLC | History | No change | 21,947 | 1,007 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 21,394 | 981 | 0.24% | 0.24% | 76 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 20,580 | 944 | 0.06% | 0.06% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | Added to | 20,562 | 943 | 0.0% | 0.0% | 78 | +4,421 | 27.39% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 18,424 | 845 | 0.0% | 0.0% | 79 | +8,644 | 88.38% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 18,259 | 838 | 0.0% | 0.0% | 80 | +332 | 1.85% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 18,238 | 837 | 0.0% | 0.0% | 81 | +1,822 | 11.1% | Q2 2026 | Aug 24, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 17,445 | 800 | 0.0% | 0.0% | 82 | -30,028 | -63.25% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 17,224 | 790 | 0.0% | 0.0% | 83 | +9,700 | 128.92% | Q2 2026 | Aug 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 17,084 | 784 | 0.0% | 0.0% | 84 | +537 | 3.25% | Q2 2026 | Aug 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 16,002 | 746 | 0.0% | 0.0% | 85 | +235 | 1.49% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | New | 15,995 | 734 | 0.0% | — | 86 | +15,995 | New | Q2 2026 | Aug 14, 2026 |
| PMC FIG Opportunities LLC | History | New | 15,359 | 704 | 1.12% | — | 87 | +15,359 | New | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,259 | 700 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McMillan Office, Inc. | History | No change | 15,000 | 688 | 0.08% | 0.07% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weiss Asset Management LP | History | New | 14,967 | 686 | 0.01% | — | 90 | +14,967 | New | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | Added to | 14,334 | 657 | 0.34% | 0.28% | 91 | +1,041 | 7.83% | Q2 2026 | Aug 05, 2026 |
| Brooklyn Investment Group | History | No change | 16,756 | 651 | 0.02% | 0.02% | 92 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Polymer Capital Management (US) LLC | History | New | 13,835 | 635 | 0.08% | — | 93 | +13,835 | New | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 13,526 | 620 | 0.01% | — | 94 | +13,526 | New | Q2 2026 | Jul 13, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 13,327 | 611 | 0.06% | — | 95 | +13,327 | New | Q2 2026 | Jul 31, 2026 |
| MARSHALL WACE, LLP | History | New | 13,300 | 610 | 0.0% | — | 96 | +13,300 | New | Q2 2026 | Aug 13, 2026 |
| ALPS ADVISORS INC | History | Added to | 13,171 | 604 | 0.0% | 0.0% | 97 | +171 | 1.32% | Q2 2026 | Jul 29, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 13,054 | 599 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 12,042 | 552 | 0.0% | 0.0% | 99 | +10,242 | 569.0% | Q2 2026 | Aug 06, 2026 |
| PDT Partners, LLC | History | No change | 11,777 | 540 | 0.03% | 0.03% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 11,493 | 527 | 0.0% | 0.0% | 101 | -1,171 | -9.25% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 11,185 | 513 | 0.0% | 0.0% | 102 | -6,363 | -36.26% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,988 | 504 | 0.0% | 0.0% | 103 | -342 | -3.02% | Q2 2026 | Jul 27, 2026 |
| Vanguard Global Advisers, LLC | History | Reduced | 10,979 | 503 | 0.0% | 0.0% | 104 | -10,701 | -49.36% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 9,800 | 449 | 0.0% | 0.0% | 105 | -4,500 | -31.47% | Q2 2026 | Aug 12, 2026 |
| Ethic Inc. | History | Added to | 9,705 | 445 | 0.01% | 0.0% | 106 | +2,149 | 28.44% | Q2 2026 | Jul 29, 2026 |
| Aquatic Capital Management LLC | History | New | 9,281 | 425 | 0.01% | — | 107 | +9,281 | New | Q2 2026 | Aug 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 9,166 | 420 | 0.0% | 0.0% | 108 | +1,200 | 15.06% | Q2 2026 | Aug 25, 2026 |
| XPONANCE LLC | History | Reduced | 8,691 | 398 | 0.0% | 0.0% | 109 | -817 | -8.59% | Q2 2026 | Aug 10, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 8,460 | 388 | 0.0% | 0.0% | 110 | -2,323 | -21.54% | Q2 2026 | Aug 14, 2026 |
| Mariner, LLC | History | Reduced | 7,870 | 361 | 0.0% | 0.0% | 111 | -232 | -2.86% | Q2 2026 | Aug 13, 2026 |
| Horizon Investment Services, LLC | History | New | 7,780 | 357 | 0.1% | — | 112 | +7,780 | New | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,585 | 348 | 0.0% | 0.0% | 113 | +1,496 | 24.57% | Q2 2026 | Aug 19, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 7,445 | 341 | 0.0% | 0.0% | 114 | -3,104 | -29.42% | Q2 2026 | Sep 09, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 7,349 | 337 | 0.0% | 0.0% | 116 | -2,751 | -27.24% | Q2 2026 | Aug 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 7,345 | 337 | 0.13% | 0.12% | 115 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 7,261 | 333 | 0.0% | 0.0% | 117 | -94,814 | -92.89% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 7,137 | 327 | 0.0% | 0.0% | 118 | +339 | 4.99% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 6,790 | 311 | 0.01% | 0.01% | 119 | -1,220 | -15.23% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 6,751 | 309 | 0.0% | 0.0% | 120 | -134 | -1.95% | Q2 2026 | Aug 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,543 | 300 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jupiter Topco LLC | History | New | 6,527 | 299 | 0.0% | — | 122 | +6,527 | New | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | Added to | 6,453 | 296 | 0.01% | 0.01% | 123 | +28 | 0.44% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | Reduced | 6,411 | 294 | 0.0% | 0.0% | 124 | -704 | -9.89% | Q2 2026 | Aug 07, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 6,200 | 284 | 0.02% | — | 127 | +6,200 | New | Q2 2026 | Aug 10, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,190 | 284 | 0.0% | 0.0% | 125 | -644 | -9.42% | Q2 2026 | Aug 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,200 | 284 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 6,149 | 282 | 0.0% | 0.0% | 128 | -2,200 | -26.35% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | Reduced | 6,076 | 279 | 0.0% | 0.0% | 129 | -777 | -11.34% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 6,055 | 277 | 0.0% | 0.0% | 130 | -15,836 | -72.34% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | New | 5,873 | 269 | 0.01% | — | 131 | +5,873 | New | Q2 2026 | Aug 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,527 | 253 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 5,417 | 248 | 0.0% | 0.0% | 133 | -139 | -2.5% | Q2 2026 | Jul 29, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | New | 5,161 | 236 | 0.0% | — | 134 | +5,161 | New | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 5,050 | 231 | 0.0% | — | 135 | +5,050 | New | Q2 2026 | Aug 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 4,924 | 229 | 0.0% | — | 136 | +4,924 | New | Q2 2026 | Jul 15, 2026 |
| Amundi | History | New | 4,960 | 227 | 0.0% | — | 137 | +4,960 | New | Q2 2026 | Aug 11, 2026 |
| Arizona State Retirement System | History | New | 4,942 | 226 | 0.0% | — | 138 | +4,942 | New | Q2 2026 | Aug 07, 2026 |
| Focus Partners Wealth | History | New | 4,701 | 215 | 0.0% | — | 139 | +4,701 | New | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | New | 4,644 | 213 | 0.0% | — | 140 | +4,644 | New | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 4,619 | 212 | 0.01% | 0.06% | 141 | -54,342 | -92.17% | Q2 2026 | Aug 13, 2026 |
| Abundance Wealth Counselors | History | New | 4,532 | 208 | 0.01% | — | 142 | +4,532 | New | Q2 2026 | Jul 23, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | New | 4,458 | 204 | 0.0% | — | 143 | +4,458 | New | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | Reduced | 4,425 | 203 | 0.0% | 0.01% | 144 | -7,956 | -64.26% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,326 | 198 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,100 | 188 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 4,288 | 164 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,471 | 159 | 0.0% | 0.0% | 148 | +255 | 7.93% | Q2 2026 | Aug 05, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,456 | 158 | 0.0% | 0.0% | 149 | -228 | -6.19% | Q2 2026 | Aug 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 2,741 | 126 | 0.0% | 0.0% | 150 | +1,256 | 84.58% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,360 | 108 | 0.0% | 0.0% | 151 | +253 | 12.01% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,959 | 89 | 0.0% | 0.0% | 152 | +314 | 19.09% | Q2 2026 | Jul 23, 2026 |
| CWM, LLC | History | No change | 2,124 | 82 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 1,667 | 76 | 0.0% | 0.0% | 154 | -290 | -14.82% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,578 | 72 | 0.0% | 0.0% | 155 | +306 | 24.06% | Q2 2026 | Aug 10, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 1,190 | 59 | 0.01% | — | 156 | +1,190 | New | Q2 2026 | Aug 12, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,216 | 55 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 1,154 | 52 | 0.01% | 0.01% | 158 | -1,118 | -49.21% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 786 | 36 | 0.0% | 0.0% | 159 | +523 | 198.86% | Q2 2026 | Aug 10, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 762 | 35 | 0.0% | 0.0% | 160 | +662 | 662.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 727 | 33 | 0.0% | 0.0% | 161 | -172 | -19.13% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 579 | 26 | 0.0% | 0.0% | 162 | -35 | -5.7% | Q2 2026 | Aug 13, 2026 |
| Gould Capital, LLC | History | New | 500 | 22 | 0.01% | — | 163 | +500 | New | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | No change | 426 | 19 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Daytona Street Capital LLC | History | No change | 400 | 18 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 339 | 16 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 335 | 15 | 0.0% | 0.0% | 167 | -426 | -55.98% | Q2 2026 | Jul 28, 2026 |
| GAMMA Investing LLC | History | No change | 327 | 15 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 301 | 13 | 0.0% | 0.0% | 169 | +55 | 22.36% | Q2 2026 | Aug 14, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 268 | 12 | 0.0% | 0.0% | 171 | +22 | 8.94% | Q2 2026 | Jul 17, 2026 |
| Allworth Financial LP | History | Added to | 207 | 9 | 0.0% | 0.0% | 172 | +104 | 100.97% | Q2 2026 | Aug 11, 2026 |
| SJS Investment Consulting Inc. | History | New | 184 | 8 | 0.0% | — | 173 | +184 | New | Q2 2026 | Jul 22, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 157 | 7 | 0.0% | 0.0% | 174 | -69 | -30.53% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 152 | 6 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Smartleaf Asset Management LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 123 | 5 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Essential Partners LLC | History | Added to | 104 | 4 | 0.0% | 0.0% | 179 | +27 | 35.06% | Q2 2026 | Aug 10, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 89 | 4 | 0.0% | 0.0% | 178 | +8 | 9.88% | Q2 2026 | Aug 06, 2026 |
| TRUST CO OF VERMONT | History | New | 80 | 3 | 0.0% | — | 180 | +80 | New | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | New | 79 | 3 | 0.0% | — | 182 | +79 | New | Q2 2026 | Aug 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 67 | 3 | 0.0% | — | 181 | +67 | New | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | New | 60 | 2 | 0.0% | — | 186 | +60 | New | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 57 | 2 | 0.0% | 0.0% | 184 | -23 | -28.75% | Q2 2026 | Jul 24, 2026 |
| True Wealth Design, LLC | History | Reduced | 44 | 2 | 0.0% | 0.0% | 185 | -21 | -32.31% | Q2 2026 | Jul 16, 2026 |
| UMB Bank, n.a. | History | No change | 60 | 2 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Covestor Ltd | History | Reduced | 14 | 1 | 0.0% | 0.01% | 188 | -264 | -94.96% | Q2 2026 | Aug 07, 2026 |
| Silver Grove Financial Group, Inc. | History | New | 43 | 1 | 0.0% | — | 190 | +43 | New | Q2 2026 | Aug 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 39 | 1 | 0.0% | — | 189 | +39 | New | Q2 2026 | Aug 12, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 27 | 1 | 0.0% | 0.0% | 187 | -8 | -22.86% | Q2 2026 | Jul 20, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Closed out | 0 | 0 | — | 0.0% | — | -66,580 | -100.0% | Q2 2026 | Aug 14, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Closed out | 0 | 0 | — | 0.03% | — | -52,083 | -100.0% | Q2 2026 | Aug 10, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -46,697 | -100.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -23,710 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -12,437 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -10,091 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,090 | -100.0% | Q2 2026 | Aug 07, 2026 |
| GeoWealth Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,490 | -100.0% | Q2 2026 | Jul 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 8 | 0 | — | 0.0% | — | -4,150 | -99.81% | Q2 2026 | Aug 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,136 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Blue Trust, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -125 | -100.0% | Q2 2026 | Jul 21, 2026 |
| MAI Capital Management | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q2 2026 | Aug 12, 2026 |
| Root Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -32 | -100.0% | Q2 2026 | Jul 29, 2026 |
| Clearstead Advisors, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Added to | 16 | 0 | — | — | — | +10 | 166.67% | Q2 2026 | Jul 20, 2026 |
| Global Retirement Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q2 2026 | Aug 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 5 | 0 | — | — | — | -3 | -37.5% | Q2 2026 | Aug 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |