Amalgamated Financial Corp. - AMAL
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 3 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 3,486,654 | 111,677 | 0.0% | 0.0% | 1 | +161,659 | 4.86% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,434,372 | 45,942 | 0.0% | 0.0% | 2 | +49,037 | 3.54% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,409,711 | 45,154 | 0.01% | 0.01% | 3 | +2,538 | 0.18% | Q4 2025 | Feb 12, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 953,859 | 30,552 | 0.05% | 0.04% | 4 | +120,483 | 14.46% | Q4 2025 | Feb 17, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 845,054 | 27,067 | 0.04% | — | 5 | +845,054 | New | Q4 2025 | Feb 17, 2026 |
| STATE STREET CORP | History | Reduced | 733,293 | 23,487 | 0.0% | 0.0% | 6 | -37,032 | -4.81% | Q4 2025 | Feb 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 636,964 | 20,401 | 0.01% | 0.01% | 7 | -2,465 | -0.39% | Q4 2025 | Feb 17, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 623,820 | 19,983 | 0.0% | 0.0% | 8 | -6,859 | -1.09% | Q4 2025 | Feb 09, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 610,826 | 19,564 | 0.01% | 0.01% | 9 | +21,793 | 3.7% | Q4 2025 | Feb 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 407,025 | 13,037 | 0.03% | 0.03% | 10 | +9,340 | 2.35% | Q4 2025 | Feb 17, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 314,358 | 10,069 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 295,670 | 9,470 | 0.0% | 0.0% | 12 | +129,585 | 78.02% | Q4 2025 | Mar 25, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 289,895 | 9,285 | 0.02% | 0.01% | 13 | +43,960 | 17.87% | Q4 2025 | Feb 12, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 284,604 | 9,115 | 0.19% | 0.17% | 14 | -13,611 | -4.56% | Q4 2025 | Feb 17, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 214,589 | 6,873 | 0.0% | 0.0% | 15 | -18,745 | -8.03% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 213,898 | 6,851 | 0.0% | 0.0% | 16 | +41,522 | 24.09% | Q4 2025 | Feb 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 182,933 | 5,859 | 0.0% | 0.0% | 17 | -3,037 | -1.63% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 177,127 | 5,673 | 0.01% | 0.01% | 18 | -94,960 | -34.9% | Q4 2025 | Feb 17, 2026 |
| Bank of New York Mellon Corp | History | Added to | 167,007 | 5,349 | 0.0% | 0.0% | 19 | +11,131 | 7.14% | Q4 2025 | Feb 10, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 160,243 | 5,133 | 0.0% | 0.0% | 20 | -29,124 | -15.38% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 155,838 | 4,991 | 0.0% | 0.0% | 21 | -3,623 | -2.27% | Q4 2025 | Feb 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 150,059 | 4,806 | 0.0% | 0.0% | 22 | -21,714 | -12.64% | Q4 2025 | Feb 17, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 148,943 | 4,770 | 0.03% | 0.03% | 23 | -9,631 | -6.07% | Q4 2025 | Jan 09, 2026 |
| KBC Group NV | History | No change | 132,449 | 4,242 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 131,528 | 4,212 | 0.01% | 0.0% | 25 | +32,410 | 32.7% | Q4 2025 | Feb 17, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 122,929 | 3,938 | 0.01% | 0.01% | 26 | -35,234 | -22.28% | Q4 2025 | Feb 05, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 119,156 | 3,816 | 1.28% | 1.09% | 27 | -4,578 | -3.7% | Q4 2025 | Feb 09, 2026 |
| ISTHMUS PARTNERS, LLC | History | Added to | 115,903 | 3,712 | 0.41% | 0.0% | 28 | +790 | 0.69% | Q4 2025 | Feb 05, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 110,057 | 3,525 | 0.01% | 0.01% | 29 | +5,506 | 5.27% | Q4 2025 | Feb 17, 2026 |
| GLOBEFLEX CAPITAL L P | History | Added to | 106,947 | 3,425 | 0.52% | 0.39% | 30 | +13,795 | 14.81% | Q4 2025 | Feb 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 105,987 | 3,394 | 0.01% | 0.01% | 31 | -5,288 | -4.75% | Q4 2025 | Feb 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 102,493 | 3,283 | 0.01% | 0.0% | 32 | +102,438 | 186250.91% | Q4 2025 | Feb 05, 2026 |
| Arjuna Capital | History | Reduced | 98,768 | 3,163 | 0.77% | 0.67% | 33 | -1,014 | -1.02% | Q4 2025 | Feb 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 98,343 | 3,149 | 0.0% | 0.01% | 34 | -424,255 | -81.18% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 97,044 | 3,108 | 0.0% | 0.0% | 35 | -2,580 | -2.59% | Q4 2025 | Feb 11, 2026 |
| Clean Yield Group | History | Reduced | 92,521 | 2,963 | 0.82% | 0.77% | 36 | -7,806 | -7.78% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 92,081 | 2,949 | 0.0% | 0.0% | 37 | +20,538 | 28.71% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 90,247 | 2,890 | 0.0% | 0.0% | 38 | -6,588 | -6.8% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 89,826 | 2,877 | 0.0% | 0.0% | 39 | +9,406 | 11.7% | Q4 2025 | Feb 17, 2026 |
| BARCLAYS PLC | History | Added to | 86,316 | 2,764 | 0.0% | 0.0% | 40 | +22,444 | 35.14% | Q4 2025 | Feb 13, 2026 |
| Harrington Investments, INC | History | Added to | 81,560 | 2,612 | 1.31% | 1.09% | 41 | +1,050 | 1.3% | Q4 2025 | Jan 13, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Reduced | 81,464 | 2,609 | 2.32% | 2.04% | 42 | -2,958 | -3.5% | Q4 2025 | Jan 21, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 78,725 | 2,521 | 0.06% | 0.05% | 43 | +3,720 | 4.96% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 71,633 | 2,294 | 0.0% | 0.0% | 44 | +8,491 | 13.45% | Q4 2025 | Jan 28, 2026 |
| Trexquant Investment LP | History | New | 69,773 | 2,234 | 0.02% | — | 45 | +69,773 | New | Q4 2025 | Feb 17, 2026 |
| EDMOND DE ROTHSCHILD HOLDING S.A. | History | Reduced | 69,734 | 2,233 | 0.03% | 0.03% | 46 | -3,228 | -4.42% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 68,324 | 2,188 | 0.0% | — | 47 | +68,324 | New | Q4 2025 | Feb 17, 2026 |
| Abacus Wealth Partners, LLC | History | New | 65,566 | 2,100 | 0.21% | — | 48 | +65,566 | New | Q4 2025 | Feb 05, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 63,731 | 2,041 | 0.0% | 0.0% | 49 | -925 | -1.43% | Q4 2025 | Feb 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 61,213 | 1,960 | 0.0% | 0.0% | 50 | -37,178 | -37.79% | Q4 2025 | Feb 11, 2026 |
| Creative Planning | History | Added to | 58,218 | 1,864 | 0.0% | 0.0% | 51 | +36,213 | 164.57% | Q4 2025 | Feb 17, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 55,894 | 1,790 | 0.0% | 0.0% | 52 | -1,829 | -3.17% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 53,724 | 1,720 | 0.0% | — | 53 | +53,724 | New | Q4 2025 | Feb 17, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 52,596 | 1,685 | 0.0% | 0.0% | 54 | +29,090 | 123.76% | Q4 2025 | Mar 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 51,042 | 1,634 | 0.0% | 0.0% | 55 | -13,570 | -21.0% | Q4 2025 | Feb 13, 2026 |
| Avalon Trust Co | History | No change | 49,435 | 1,583 | 0.1% | 0.09% | 56 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 45,217 | 1,448 | 0.0% | 0.0% | 57 | +6,852 | 17.86% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA ADVISERS, LP | History | Reduced | 45,100 | 1,444 | 0.0% | 0.0% | 58 | -1,200 | -2.59% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 42,223 | 1,352 | 0.0% | 0.0% | 59 | +13,260 | 45.78% | Q4 2025 | Feb 02, 2026 |
| Invesco Ltd. | History | Added to | 41,687 | 1,335 | 0.0% | 0.0% | 60 | +1,256 | 3.11% | Q4 2025 | Feb 19, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 38,875 | 1,245 | 0.0% | 0.0% | 61 | +51 | 0.13% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 38,669 | 1,238 | 0.0% | 0.0% | 62 | -36,980 | -48.88% | Q4 2025 | Jan 29, 2026 |
| Verition Fund Management LLC | History | Reduced | 35,722 | 1,144 | 0.0% | 0.0% | 63 | -8,139 | -18.56% | Q4 2025 | Feb 13, 2026 |
| Swiss National Bank | History | Reduced | 35,600 | 1,140 | 0.0% | 0.0% | 64 | -2,500 | -6.56% | Q4 2025 | Feb 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 34,255 | 1,097 | 0.0% | 0.0% | 65 | +515 | 1.53% | Q4 2025 | Feb 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 33,105 | 1,060 | 0.0% | 0.0% | 66 | -2,661 | -7.44% | Q4 2025 | Jan 09, 2026 |
| AlphaQuest LLC | History | Added to | 32,567 | 1,043 | 0.06% | 0.05% | 67 | +2,529 | 8.42% | Q4 2025 | Feb 09, 2026 |
| CITIGROUP INC | History | Reduced | 30,925 | 990 | 0.0% | 0.0% | 68 | -2,209 | -6.67% | Q4 2025 | Feb 13, 2026 |
| Versor Investments LP | History | New | 29,200 | 935 | 0.15% | — | 69 | +29,200 | New | Q4 2025 | Feb 04, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 28,646 | 917 | 0.0% | 0.0% | 70 | -6,256 | -17.92% | Q4 2025 | Feb 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 25,988 | 832 | 0.0% | — | 71 | +25,988 | New | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 25,770 | 825 | 0.0% | 0.0% | 72 | +7,808 | 43.47% | Q4 2025 | Feb 13, 2026 |
| SummerHaven Investment Management, LLC | History | No change | 25,541 | 818 | 0.46% | 0.4% | 73 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Ballentine Partners, LLC | History | Added to | 24,214 | 775 | 0.01% | 0.01% | 74 | +3,058 | 14.45% | Q4 2025 | Feb 03, 2026 |
| Jump Financial, LLC | History | New | 24,015 | 769 | 0.01% | — | 75 | +24,015 | New | Q4 2025 | Feb 17, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 22,594 | 723 | 0.0% | 0.0% | 76 | -12,551 | -35.71% | Q4 2025 | Feb 13, 2026 |
| NATURAL INVESTMENTS, LLC | History | Added to | 22,477 | 719 | 0.18% | 0.13% | 77 | +2,821 | 14.35% | Q4 2025 | Jan 23, 2026 |
| ALGERT GLOBAL LLC | History | New | 21,947 | 703 | 0.01% | — | 78 | +21,947 | New | Q4 2025 | Feb 17, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 21,608 | 692 | 0.0% | 0.0% | 79 | -115,543 | -84.25% | Q4 2025 | Feb 13, 2026 |
| EntryPoint Capital, LLC | History | Added to | 21,394 | 685 | 0.27% | 0.15% | 80 | +7,488 | 53.85% | Q4 2025 | Feb 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 20,807 | 666 | 0.0% | 0.0% | 81 | +674 | 3.35% | Q4 2025 | Feb 12, 2026 |
| Legal & General Group Plc | History | Reduced | 20,608 | 660 | 0.0% | 0.0% | 82 | -74 | -0.36% | Q4 2025 | Feb 09, 2026 |
| Quent Capital, LLC | History | New | 20,580 | 659 | 0.05% | — | 83 | +20,580 | New | Q4 2025 | Jan 29, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 18,700 | 598 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 18,210 | 583 | 0.0% | — | 85 | +18,210 | New | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 16,588 | 531 | 0.0% | 0.0% | 86 | -2,033 | -10.92% | Q4 2025 | Feb 17, 2026 |
| BAILARD, INC. | History | Added to | 16,303 | 522 | 0.01% | 0.01% | 87 | +7,000 | 75.24% | Q4 2025 | Feb 04, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 15,183 | 486 | 0.0% | 0.0% | 88 | +111 | 0.74% | Q4 2025 | Feb 10, 2026 |
| R Squared Ltd | History | New | 15,133 | 484 | 0.23% | — | 89 | +15,133 | New | Q4 2025 | Jan 30, 2026 |
| INCEPTIONR LLC | History | Added to | 15,060 | 482 | 0.13% | 0.06% | 90 | +6,002 | 66.26% | Q4 2025 | Feb 11, 2026 |
| McMillan Office, Inc. | History | New | 15,000 | 480 | 0.06% | — | 91 | +15,000 | New | Q4 2025 | Feb 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 14,850 | 475 | 0.01% | 0.01% | 92 | -8,158 | -35.46% | Q4 2025 | Feb 17, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 14,842 | 475 | 0.0% | 0.0% | 93 | +1,297 | 9.58% | Q4 2025 | Jan 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,082 | 451 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SG Americas Securities, LLC | History | Added to | 13,565 | 434 | 0.0% | 0.0% | 95 | +1,371 | 11.24% | Q4 2025 | Jan 09, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 13,167 | 421 | 0.0% | 0.0% | 96 | -137 | -1.03% | Q4 2025 | Feb 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 12,693 | 406 | 0.01% | — | 97 | +12,693 | New | Q4 2025 | Feb 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 12,279 | 393 | 0.0% | 0.0% | 98 | +3,835 | 45.42% | Q4 2025 | Feb 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 12,072 | 386 | 0.0% | 0.0% | 99 | -37 | -0.31% | Q4 2025 | Jan 27, 2026 |
| PDT Partners, LLC | History | New | 11,777 | 377 | 0.02% | — | 100 | +11,777 | New | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 11,590 | 371 | 0.01% | 0.02% | 101 | -10,419 | -47.34% | Q4 2025 | Feb 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 11,326 | 363 | 0.0% | 0.0% | 102 | +3 | 0.03% | Q4 2025 | Feb 05, 2026 |
| XPONANCE LLC | History | New | 10,817 | 346 | 0.0% | — | 103 | +10,817 | New | Q4 2025 | Feb 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 10,649 | 341 | 0.0% | 0.0% | 104 | -340 | -3.09% | Q4 2025 | Feb 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 10,339 | 331 | 0.02% | 0.05% | 105 | -11,892 | -53.49% | Q4 2025 | Feb 12, 2026 |
| Integrated Quantitative Investments LLC | History | New | 9,242 | 296 | 0.06% | — | 106 | +9,242 | New | Q4 2025 | Feb 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 8,966 | 287 | 0.0% | 0.0% | 107 | -2,662 | -22.89% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,349 | 267 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Reduced | 7,566 | 242 | 0.0% | 0.0% | 109 | -900 | -10.63% | Q4 2025 | Feb 04, 2026 |
| Mariner, LLC | History | New | 7,505 | 240 | 0.0% | — | 110 | +7,505 | New | Q4 2025 | Feb 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 7,345 | 235 | 0.1% | 0.08% | 111 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Ethic Inc. | History | New | 7,247 | 232 | 0.0% | — | 112 | +7,247 | New | Q4 2025 | Feb 03, 2026 |
| OXFORD FINANCIAL GROUP, LTD. LLC | History | New | 7,101 | 227 | 0.01% | — | 113 | +7,101 | New | Q4 2025 | Feb 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 6,952 | 222 | 0.0% | — | 114 | +6,952 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | New | 6,715 | 215 | 0.0% | — | 115 | +6,715 | New | Q4 2025 | Feb 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,621 | 212 | 0.0% | — | 116 | +6,621 | New | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,543 | 209 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | New | 6,527 | 208 | 0.0% | — | 118 | +6,527 | New | Q4 2025 | Feb 17, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 6,200 | 198 | 0.0% | — | 119 | +6,200 | New | Q4 2025 | Feb 17, 2026 |
| Daytona Street Capital LLC | History | New | 5,400 | 172 | 0.13% | — | 120 | +5,400 | New | Q4 2025 | Jan 21, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,100 | 131 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,627 | 116 | 0.0% | 0.0% | 122 | -544 | -13.04% | Q4 2025 | Jan 30, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 4,288 | 116 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 3,384 | 108 | 0.0% | 0.01% | 124 | -7,593 | -69.17% | Q4 2025 | Feb 17, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,136 | 100 | 0.0% | 0.0% | 125 | +312 | 11.05% | Q4 2025 | Feb 13, 2026 |
| EMC Capital Management | History | Reduced | 2,723 | 87 | 0.04% | 0.04% | 126 | -480 | -14.99% | Q4 2025 | Mar 09, 2026 |
| Parallel Advisors, LLC | History | Reduced | 2,255 | 72 | 0.0% | 0.0% | 127 | -650 | -22.38% | Q4 2025 | Feb 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,957 | 62 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CWM, LLC | History | Added to | 1,880 | 60 | 0.0% | 0.0% | 129 | +549 | 41.25% | Q4 2025 | Jan 26, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,868 | 59 | 0.0% | 0.0% | 130 | -92 | -4.69% | Q4 2025 | Feb 17, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,619 | 51 | 0.0% | 0.0% | 131 | +96 | 6.3% | Q4 2025 | Jan 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,325 | 42 | 0.0% | 0.0% | 132 | -291 | -18.01% | Q4 2025 | Feb 13, 2026 |
| Arax Advisory Partners | History | Added to | 1,269 | 40 | 0.0% | 0.0% | 134 | +827 | 187.1% | Q4 2025 | Feb 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,249 | 40 | 0.0% | 0.0% | 133 | -5 | -0.4% | Q4 2025 | Feb 17, 2026 |
| State of Alaska, Department of Revenue | History | No change | 1,216 | 38 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,020 | 32 | 0.0% | 0.01% | 136 | -16,975 | -94.33% | Q4 2025 | Feb 10, 2026 |
| AMALGAMATED BANK | History | Added to | 722 | 23 | 0.0% | 0.0% | 137 | +85 | 13.34% | Q4 2025 | Feb 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 674 | 22 | 0.0% | 0.0% | 138 | +184 | 37.55% | Q4 2025 | Feb 13, 2026 |
| ROYAL BANK OF CANADA | History | New | 609 | 20 | 0.0% | — | 139 | +609 | New | Q4 2025 | Feb 17, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 614 | 19 | 0.0% | 0.0% | 140 | +35 | 6.04% | Q4 2025 | Mar 16, 2026 |
| COMERICA BANK | History | Reduced | 462 | 14 | 0.0% | 0.0% | 141 | -134 | -22.48% | Q4 2025 | Jan 29, 2026 |
| Covestor Ltd | History | Added to | 299 | 10 | 0.01% | 0.0% | 142 | +4 | 1.36% | Q4 2025 | Feb 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 295 | 9 | 0.0% | 0.0% | 143 | -323 | -52.27% | Q4 2025 | Feb 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 308 | 9 | 0.0% | — | 144 | +304 | 7600.0% | Q4 2025 | Mar 03, 2026 |
| GAMMA Investing LLC | History | Added to | 310 | 9 | 0.0% | 0.0% | 146 | +6 | 1.97% | Q4 2025 | Jan 05, 2026 |
| New England Capital Financial Advisors LLC | History | No change | 300 | 9 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 237 | 8 | 0.0% | 0.0% | 147 | -4 | -1.66% | Q4 2025 | Jan 20, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 228 | 7 | 0.0% | — | 149 | +220 | 2750.0% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 249 | 7 | 0.0% | 0.0% | 148 | +208 | 507.32% | Q4 2025 | Jan 15, 2026 |
| CIBC Private Wealth Group LLC | History | Reduced | 194 | 6 | 0.0% | 0.0% | 150 | -315 | -61.89% | Q4 2025 | Feb 12, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 178 | 5 | 0.0% | — | 152 | +178 | New | Q4 2025 | Feb 10, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 157 | 5 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Larson Financial Group LLC | History | New | 152 | 4 | 0.0% | — | 153 | +152 | New | Q4 2025 | Feb 06, 2026 |
| Blue Trust, Inc. | History | New | 125 | 4 | 0.0% | — | 154 | +125 | New | Q4 2025 | Jan 16, 2026 |
| Optiver Holding B.V. | History | Reduced | 114 | 3 | 0.0% | 0.0% | 156 | -50 | -30.49% | Q4 2025 | Feb 17, 2026 |
| TRUST CO OF VERMONT | History | No change | 94 | 3 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 122 | 3 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | New | 77 | 2 | 0.0% | — | 160 | +77 | New | Q4 2025 | Feb 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 75 | 2 | 0.0% | 0.0% | 158 | +25 | 50.0% | Q4 2025 | Feb 10, 2026 |
| MAI Capital Management | History | Added to | 64 | 2 | 0.0% | 0.0% | 159 | +20 | 45.45% | Q4 2025 | Feb 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 65 | 2 | 0.0% | 0.0% | 161 | -2 | -2.99% | Q4 2025 | Jan 08, 2026 |
| Smartleaf Asset Management LLC | History | New | 56 | 1 | 0.0% | — | 164 | +56 | New | Q4 2025 | Feb 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 35 | 1 | 0.0% | — | 163 | +35 | New | Q4 2025 | Jan 29, 2026 |
| UMB Bank, n.a. | History | No change | 60 | 1 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| MACQUARIE GROUP LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -873,669 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Boston Trust Walden Corp | History | Closed out | 0 | 0 | — | 0.11% | — | -536,161 | -100.0% | Q3 2025 | Oct 17, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -115,885 | -100.0% | Q3 2025 | Nov 13, 2025 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -112,726 | -100.0% | Q3 2025 | Oct 29, 2025 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28,020 | -100.0% | Q3 2025 | Nov 14, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,579 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,533 | -100.0% | Q3 2025 | Nov 14, 2025 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.05% | — | -16,419 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -12,830 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,443 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,843 | -100.0% | Q3 2025 | Oct 30, 2025 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,230 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,581 | -100.0% | Q3 2025 | Nov 14, 2025 |
| TRUIST FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,195 | -100.0% | Q3 2025 | Nov 03, 2025 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,550 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Olympiad Research LP | History | Closed out | 0 | 0 | — | 0.28% | — | -7,519 | -100.0% | Q3 2025 | Oct 30, 2025 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -928 | -100.0% | Q3 2025 | Nov 17, 2025 |
| Versant Capital Management, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -397 | -100.0% | Q3 2025 | Oct 27, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -45 | -100.0% | Q3 2025 | Nov 14, 2025 |
| IFP Advisors, Inc | History | Reduced | 7 | 0 | — | 0.0% | — | -32 | -82.05% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -30 | -49.18% | Q4 2025 | Feb 06, 2026 |
| Global Retirement Partners, LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q4 2025 | Feb 06, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q3 2025 | Nov 12, 2025 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q4 2025 | Feb 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Turning Point Benefit Group, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |