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 | No change | 3,405,902 | 156,330 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,402,134 | 66,697 | 0.01% | 0.01% | 2 | -5,660 | -0.4% | Q3 2026 | Nov 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 1,131,014 | 51,914 | 0.08% | 0.08% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 830,199 | 38,106 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 747,707 | 34,319 | 0.02% | 0.02% | 5 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE STREET CORP | History | No change | 700,195 | 32,138 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 793,232 | 30,832 | 0.01% | 0.01% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | No change | 575,016 | 26,393 | 0.04% | 0.04% | 8 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 536,595 | 24,636 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST MANHATTAN CO. LLC. | History | No change | 396,495 | 18,199 | 0.05% | 0.05% | 10 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 396,083 | 18,180 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FEDERATED HERMES, INC. | History | No change | 330,795 | 15,183 | 0.02% | 0.02% | 12 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 305,658 | 14,030 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 296,484 | 13,608 | 0.24% | 0.24% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 250,093 | 11,896 | 0.08% | 0.06% | 15 | +45,855 | 22.45% | Q3 2026 | Oct 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 222,635 | 10,220 | 0.0% | 0.0% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Nuveen, LLC | History | No change | 220,308 | 10,112 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 205,398 | 9,427 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 179,372 | 8,233 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 169,300 | 7,770 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 168,284 | 7,724 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 152,504 | 7,254 | 0.0% | 0.0% | 22 | +1,494 | 0.99% | Q3 2026 | Nov 05, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 154,367 | 7,085 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Added to | 147,805 | 7,031 | 3.03% | 2.08% | 24 | +38,672 | 35.44% | Q3 2026 | Nov 04, 2026 |
| BESSEMER GROUP INC | History | No change | 150,263 | 6,897 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Empowered Funds, LLC | History | No change | 140,724 | 6,459 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 138,448 | 6,354 | 0.0% | 0.0% | 27 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MORGAN STANLEY | History | No change | 119,001 | 5,462 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 117,610 | 5,398 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Trexquant Investment LP | History | No change | 113,073 | 5,190 | 0.03% | 0.03% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ISTHMUS PARTNERS, LLC | History | Reduced | 107,945 | 5,134 | 0.49% | 0.5% | 31 | -3,733 | -3.34% | Q3 2026 | Oct 21, 2026 |
| Arjuna Capital | History | Reduced | 104,885 | 4,989 | 1.11% | 1.1% | 32 | -1,411 | -1.33% | Q3 2026 | Nov 03, 2026 |
| KBC Group NV | History | No change | 102,431 | 4,873 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q3 2026 | Oct 22, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 103,401 | 4,746 | 0.61% | 0.61% | 34 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CREDIT AGRICOLE S A | History | No change | 92,280 | 4,235 | 0.01% | 0.01% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 91,211 | 4,186 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 90,374 | 4,148 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 86,222 | 3,957 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Harrington Investments, INC | History | Reduced | 79,130 | 3,764 | 1.8% | 1.76% | 39 | -180 | -0.23% | Q3 2026 | Oct 14, 2026 |
| Creative Planning | History | Added to | 78,520 | 3,735 | 0.0% | 0.0% | 40 | +4,978 | 6.77% | Q3 2026 | Nov 02, 2026 |
| Allianz Asset Management GmbH | History | No change | 79,434 | 3,646 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Brevan Howard Capital Management LP | History | No change | 77,968 | 3,578 | 0.03% | 0.03% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 75,098 | 3,446 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Clean Yield Group | History | Reduced | 67,886 | 3,229 | 0.78% | 0.78% | 44 | -254 | -0.37% | Q3 2026 | Oct 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 69,030 | 3,168 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | No change | 67,308 | 3,089 | 2.61% | 2.61% | 46 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 67,041 | 3,068 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FMR LLC | History | No change | 64,246 | 2,948 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS Group AG | History | No change | 56,077 | 2,573 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 55,206 | 2,533 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 51,910 | 2,469 | 0.0% | 0.0% | 51 | +14,868 | 40.14% | Q3 2026 | Nov 02, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 47,487 | 2,258 | 0.25% | 0.21% | 53 | +3,081 | 6.94% | Q3 2026 | Nov 03, 2026 |
| HSBC HOLDINGS PLC | History | No change | 48,870 | 2,258 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 48,171 | 2,211 | 0.0% | 0.0% | 54 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 48,148 | 2,209 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Avalon Trust Co | History | No change | 47,995 | 2,202 | 0.14% | 0.14% | 56 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 41,494 | 1,905 | 0.12% | 0.12% | 57 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| CITADEL ADVISORS LLC | History | No change | 40,789 | 1,872 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| JANE STREET GROUP, LLC | History | No change | 40,730 | 1,869 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 38,293 | 1,821 | 0.04% | 0.01% | 60 | +24,767 | 183.11% | Q3 2026 | Oct 16, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 38,797 | 1,780 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Point72 Asset Management, L.P. | History | No change | 37,982 | 1,743 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 36,300 | 1,666 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 36,000 | 1,652 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Invesco Ltd. | History | No change | 34,230 | 1,571 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 31,875 | 1,516 | 0.02% | — | 66 | +31,875 | New | Q3 2026 | Oct 27, 2026 |
| Ethic Inc. | History | Added to | 30,799 | 1,465 | 0.02% | 0.01% | 67 | +21,094 | 217.35% | Q3 2026 | Nov 03, 2026 |
| CITIGROUP INC | History | Reduced | 29,449 | 1,400 | 0.0% | 0.0% | 68 | -2,661 | -8.29% | Q3 2026 | Nov 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | No change | 29,684 | 1,362 | 0.02% | 0.02% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 28,271 | 1,297 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NWAM LLC | History | No change | 27,204 | 1,248 | 0.06% | 0.06% | 71 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| RHUMBLINE ADVISERS | History | No change | 26,506 | 1,216 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ballentine Partners, LLC | History | No change | 25,830 | 1,185 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 24,727 | 1,134 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 23,237 | 1,066 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| NATURAL INVESTMENTS, LLC | History | No change | 22,061 | 1,012 | 0.22% | 0.22% | 76 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| ALGERT GLOBAL LLC | History | No change | 21,947 | 1,007 | 0.01% | 0.01% | 77 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 21,394 | 981 | 0.24% | 0.24% | 78 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quent Capital, LLC | History | No change | 20,580 | 944 | 0.06% | 0.06% | 79 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Legal & General Group Plc | History | No change | 20,562 | 943 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 19,600 | 932 | 0.52% | 0.56% | 81 | -3,199 | -14.03% | Q3 2026 | Oct 19, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 17,835 | 853 | 0.0% | 0.0% | 82 | +751 | 4.4% | Q3 2026 | Nov 04, 2026 |
| Quantinno Capital Management LP | History | No change | 18,424 | 845 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 18,259 | 838 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 18,238 | 837 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 17,445 | 800 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 17,224 | 790 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | Added to | 15,766 | 749 | 0.0% | 0.0% | 88 | +6,600 | 72.01% | Q3 2026 | Oct 28, 2026 |
| JPMORGAN CHASE & CO | History | No change | 16,002 | 746 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | No change | 15,995 | 734 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PMC FIG Opportunities LLC | History | No change | 15,359 | 704 | 1.12% | 1.12% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 15,259 | 700 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| McMillan Office, Inc. | History | No change | 15,000 | 688 | 0.08% | 0.08% | 93 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Weiss Asset Management LP | History | No change | 14,967 | 686 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| R Squared Ltd | History | No change | 14,334 | 657 | 0.34% | 0.34% | 95 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Polymer Capital Management (US) LLC | History | No change | 13,835 | 635 | 0.08% | 0.08% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | New | 12,931 | 615 | 0.49% | — | 97 | +12,931 | New | Q3 2026 | Oct 22, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 13,327 | 611 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| MARSHALL WACE, LLP | History | No change | 13,300 | 610 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 13,054 | 599 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DekaBank Deutsche Girozentrale | History | Added to | 12,368 | 580 | 0.0% | 0.0% | 101 | +8,080 | 188.43% | Q3 2026 | Oct 27, 2026 |
| ALPS ADVISORS INC | History | Reduced | 12,141 | 577 | 0.0% | 0.0% | 102 | -1,030 | -7.82% | Q3 2026 | Nov 02, 2026 |
| Russell Investments Group, Ltd. | History | No change | 12,042 | 552 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| PDT Partners, LLC | History | No change | 11,777 | 540 | 0.03% | 0.03% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MetLife Investment Management, LLC | History | No change | 11,493 | 527 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rafferty Asset Management, LLC | History | No change | 11,185 | 513 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 10,772 | 512 | 0.0% | 0.0% | 107 | -216 | -1.97% | Q3 2026 | Nov 02, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 10,979 | 503 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 9,800 | 449 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Aquatic Capital Management LLC | History | No change | 9,281 | 425 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 8,460 | 388 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | Added to | 7,834 | 372 | 0.04% | 0.01% | 112 | +6,644 | 558.32% | Q3 2026 | Oct 30, 2026 |
| Mariner, LLC | History | No change | 7,870 | 361 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investment Services, LLC | History | No change | 7,780 | 357 | 0.1% | 0.1% | 114 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 7,585 | 348 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 7,445 | 341 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 7,345 | 337 | 0.13% | 0.13% | 117 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 7,349 | 337 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 7,075 | 336 | 0.0% | 0.0% | 119 | -1,616 | -18.59% | Q3 2026 | Nov 03, 2026 |
| Qube Research & Technologies Ltd | History | No change | 7,261 | 333 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 7,137 | 327 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 6,790 | 311 | 0.01% | 0.01% | 122 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| SEI INVESTMENTS CO | History | No change | 6,751 | 309 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Simplicity Wealth,LLC | History | New | 6,375 | 303 | 0.01% | — | 124 | +6,375 | New | Q3 2026 | Oct 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,543 | 300 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Jupiter Topco LLC | History | No change | 6,527 | 299 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PFG Investments, LLC | History | No change | 6,453 | 296 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| LPL Financial LLC | History | No change | 6,411 | 294 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 6,190 | 284 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 6,200 | 284 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 6,200 | 284 | 0.02% | 0.02% | 131 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,149 | 282 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| SG Americas Securities, LLC | History | No change | 6,076 | 279 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 6,055 | 277 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cambria Investment Management, L.P. | History | No change | 5,873 | 269 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 5,515 | 260 | 0.0% | 0.0% | 136 | +591 | 12.0% | Q3 2026 | Oct 13, 2026 |
| Swiss Life Asset Management Ltd | History | No change | 5,417 | 257 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Arizona State Retirement System | History | Added to | 5,045 | 239 | 0.0% | 0.0% | 138 | +103 | 2.08% | Q3 2026 | Nov 03, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 5,161 | 236 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 5,050 | 231 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Amundi | History | No change | 4,960 | 227 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Focus Partners Wealth | History | No change | 4,701 | 215 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Centiva Capital, LP | History | No change | 4,644 | 213 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 4,619 | 212 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | No change | 4,458 | 204 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XTX Topco Ltd | History | No change | 4,425 | 203 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 4,326 | 198 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,100 | 188 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 3,611 | 171 | 0.0% | 0.0% | 149 | +155 | 4.48% | Q3 2026 | Nov 05, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,573 | 169 | 0.0% | 0.0% | 150 | +102 | 2.94% | Q3 2026 | Nov 03, 2026 |
| New England Capital Financial Advisors LLC | History | Added to | 2,905 | 138 | 0.03% | 0.0% | 151 | +2,605 | 868.33% | Q3 2026 | Nov 03, 2026 |
| ROYAL BANK OF CANADA | History | No change | 2,741 | 126 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,360 | 108 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,970 | 93 | 0.0% | 0.0% | 154 | +11 | 0.56% | Q3 2026 | Oct 23, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,667 | 76 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Arax Advisory Partners | History | No change | 1,578 | 72 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | New | 1,484 | 70 | 0.01% | — | 157 | +1,484 | New | Q3 2026 | Oct 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,430 | 68 | 0.0% | 0.0% | 158 | +644 | 81.93% | Q3 2026 | Oct 20, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 1,096 | 52 | 0.0% | 0.0% | 159 | -120 | -9.87% | Q3 2026 | Oct 15, 2026 |
| Kemnay Advisory Services Inc. | History | No change | 1,154 | 52 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 762 | 35 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 729 | 34 | 0.0% | 0.0% | 162 | +461 | 172.01% | Q3 2026 | Oct 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 727 | 33 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 579 | 26 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Gould Capital, LLC | History | No change | 500 | 22 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 462 | 21 | 0.0% | 0.0% | 166 | +36 | 8.45% | Q3 2026 | Nov 05, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 401 | 19 | 0.0% | 0.0% | 167 | +217 | 117.93% | Q3 2026 | Oct 26, 2026 |
| Daytona Street Capital LLC | History | No change | 400 | 19 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 385 | 18 | 0.0% | 0.0% | 169 | +50 | 14.93% | Q3 2026 | Oct 22, 2026 |
| GAMMA Investing LLC | History | Added to | 344 | 16 | 0.0% | 0.0% | 171 | +17 | 5.2% | Q3 2026 | Oct 08, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 332 | 16 | 0.0% | 0.0% | 170 | -7 | -2.06% | Q3 2026 | Oct 22, 2026 |
| CoreCap Advisors, LLC | History | New | 329 | 15 | 0.0% | — | 172 | +329 | New | Q3 2026 | Oct 08, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 301 | 13 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 230 | 10 | 0.0% | — | 174 | +230 | New | Q3 2026 | Nov 05, 2026 |
| Allworth Financial LP | History | No change | 207 | 9 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 157 | 7 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Larson Financial Group LLC | History | No change | 152 | 7 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q3 2026 | Nov 05, 2026 |
| Smartleaf Asset Management LLC | History | No change | 139 | 6 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 123 | 5 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 96 | 4 | 0.0% | 0.0% | 181 | +39 | 68.42% | Q3 2026 | Nov 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 89 | 4 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Essential Partners LLC | History | No change | 104 | 4 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q3 2026 | Oct 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 80 | 3 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 67 | 3 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quarry LP | History | No change | 79 | 3 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GK Wealth Management LLC | History | New | 61 | 2 | 0.0% | — | 190 | +61 | New | Q3 2026 | Oct 09, 2026 |
| Clark Wealth Partners | History | New | 51 | 2 | 0.0% | — | 191 | +51 | New | Q3 2026 | Oct 16, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 62 | 2 | 0.0% | 0.0% | 187 | +35 | 129.63% | Q3 2026 | Oct 20, 2026 |
| UMB Bank, n.a. | History | No change | 60 | 2 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 60 | 2 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| True Wealth Design, LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Root Financial Partners, LLC | History | New | 42 | 1 | 0.0% | — | 197 | +42 | New | Q3 2026 | Oct 21, 2026 |
| Versant Capital Management, Inc | History | New | 40 | 1 | 0.0% | — | 195 | +40 | New | Q3 2026 | Oct 01, 2026 |
| Fortitude Family Office, LLC | History | New | 24 | 1 | 0.0% | — | 196 | +24 | New | Q3 2026 | Oct 14, 2026 |
| Silver Grove Financial Group, Inc. | History | Reduced | 38 | 1 | 0.0% | 0.0% | 194 | -5 | -11.63% | Q3 2026 | Nov 05, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 35 | 1 | 0.0% | 0.0% | 192 | -4 | -10.26% | Q3 2026 | Nov 04, 2026 |
| Covestor Ltd | History | Reduced | 13 | 1 | 0.0% | 0.0% | 193 | -1 | -7.14% | Q3 2026 | Oct 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q3 2026 | Oct 29, 2026 |
| Provenance Wealth Advisors, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q3 2026 | Oct 30, 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 |
| Clearstead Advisors, LLC | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ASSETMARK, INC | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 15, 2026 |
| IFP Advisors, Inc | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q3 2026 | Oct 16, 2026 |
| Global Retirement Partners, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |