ARROW FINANCIAL CORP - AROW
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARROW FINANCIAL CORP | History | Added to | 1,878,839 | 63,072 | 6.35% | 5.86% | 1 | +7,104 | 0.38% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Added to | 1,251,257 | 42,004 | 0.0% | 0.0% | 2 | +171 | 0.01% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 876,807 | 27,531 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 730,471 | 24,521 | 0.01% | 0.0% | 4 | +1,937 | 0.27% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 637,527 | 21,401 | 0.0% | — | 5 | +637,527 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 370,791 | 12,450 | 0.0% | 0.0% | 6 | +7,067 | 1.94% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 343,256 | 11,523 | 0.01% | 0.01% | 7 | +20,292 | 6.28% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 338,155 | 11,351 | 0.0% | 0.0% | 8 | -30,930 | -8.38% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 252,552 | 8,474 | 0.01% | 0.01% | 9 | +109,533 | 76.59% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 230,284 | 7,730 | 0.01% | 0.01% | 10 | -21,921 | -8.69% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 186,239 | 6,252 | 0.02% | 0.01% | 11 | +69,350 | 59.33% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 177,809 | 5,969 | 0.0% | 0.0% | 12 | -10,088 | -5.37% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 133,471 | 4,480 | 0.0% | 0.0% | 13 | +5,459 | 4.26% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 122,261 | 4,104 | 0.0% | 0.0% | 14 | -5,264 | -4.13% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 121,575 | 4,081 | 0.0% | — | 15 | +121,575 | New | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 120,305 | 4,038 | 0.01% | 0.01% | 16 | +463 | 0.39% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 114,449 | 3,842 | 0.0% | 0.0% | 17 | +47,752 | 71.6% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 109,416 | 3,673 | 0.0% | 0.0% | 18 | +59,029 | 117.15% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 103,260 | 3,466 | 0.01% | 0.01% | 19 | +28,932 | 38.92% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 97,027 | 3,257 | 0.0% | 0.0% | 20 | +51,040 | 110.99% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 95,413 | 3,203 | 0.0% | 0.0% | 21 | +31,334 | 48.9% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 91,916 | 3,085 | 0.0% | — | 22 | +91,916 | New | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 90,626 | 3,042 | 0.0% | 0.0% | 23 | -11,279 | -11.07% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 86,517 | 2,904 | 0.0% | 0.0% | 24 | +6,143 | 7.64% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 84,812 | 2,847 | 0.0% | 0.0% | 25 | -1,864 | -2.15% | Q1 2026 | May 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 72,308 | 2,427 | 0.06% | 0.04% | 26 | +23,399 | 47.84% | Q1 2026 | May 13, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 69,103 | 2,319 | 0.03% | 0.03% | 27 | -160 | -0.23% | Q1 2026 | May 22, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Added to | 62,192 | 2,087 | 0.02% | 0.02% | 28 | +310 | 0.5% | Q1 2026 | May 01, 2026 |
| TRUST CO OF VERMONT | History | No change | 56,365 | 1,769 | 0.07% | 0.07% | 29 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 49,794 | 1,671 | 0.0% | 0.0% | 30 | +18,793 | 60.62% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 49,167 | 1,650 | 0.0% | 0.0% | 31 | +468 | 0.96% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 47,986 | 1,611 | 0.0% | 0.0% | 32 | +8,388 | 21.18% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 50,419 | 1,583 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Added to | 44,109 | 1,480 | 0.0% | 0.0% | 34 | +39,011 | 765.22% | Q1 2026 | May 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 41,078 | 1,378 | 0.01% | 0.0% | 35 | +22,278 | 118.5% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | New | 37,039 | 1,243 | 0.0% | — | 36 | +37,039 | New | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 35,491 | 1,191 | 0.0% | 0.0% | 37 | +15,360 | 76.3% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 32,696 | 1,097 | 0.0% | 0.0% | 38 | +4,641 | 16.54% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 30,989 | 1,040 | 0.0% | 0.0% | 39 | +4,510 | 17.03% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 29,628 | 994 | 0.0% | — | 40 | +29,628 | New | Q1 2026 | May 15, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 27,574 | 925 | 0.57% | 0.55% | 41 | -3,193 | -10.38% | Q1 2026 | Apr 24, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 25,695 | 862 | 0.03% | 0.03% | 42 | -2,725 | -9.59% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 25,611 | 859 | 0.01% | 0.01% | 43 | -2,726 | -9.62% | Q1 2026 | May 05, 2026 |
| Private Advisor Group, LLC | History | No change | 24,396 | 818 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 23,973 | 804 | 0.15% | 0.14% | 45 | +3,644 | 17.93% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 22,695 | 761 | 0.0% | 0.0% | 46 | -1,269 | -5.3% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 22,493 | 755 | 0.0% | 0.0% | 47 | -365 | -1.6% | Q1 2026 | Apr 27, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 21,110 | 708 | 0.0% | 0.0% | 48 | -1,021 | -4.61% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,088 | 707 | 0.0% | 0.0% | 49 | -21,455 | -50.43% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 20,863 | 700 | 0.0% | 0.0% | 50 | +10,099 | 93.82% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 20,071 | 673 | 0.0% | 0.0% | 51 | -376 | -1.84% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 19,037 | 639 | 0.0% | 0.0% | 52 | -8,566 | -31.03% | Q1 2026 | May 15, 2026 |
| Midwest Trust Co | History | Added to | 18,854 | 632 | 0.01% | 0.01% | 53 | +2,000 | 11.87% | Q1 2026 | May 01, 2026 |
| Legato Capital Management LLC | History | Added to | 18,726 | 628 | 0.06% | 0.04% | 54 | +3,644 | 24.16% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | New | 18,696 | 627 | 0.0% | — | 55 | +18,696 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 18,132 | 608 | 0.0% | 0.0% | 56 | +12,777 | 238.6% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 17,320 | 581 | 0.0% | — | 57 | +17,320 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 16,502 | 553 | 0.02% | — | 58 | +16,502 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 15,499 | 520 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | New | 15,250 | 511 | 0.0% | — | 60 | +15,250 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | New | 15,043 | 504 | 0.0% | — | 61 | +15,043 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 14,951 | 501 | 0.0% | 0.0% | 62 | -739 | -4.71% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 15,638 | 491 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EDMP, INC. | History | No change | 14,237 | 477 | 0.39% | 0.37% | 64 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 12,381 | 415 | 0.0% | 0.0% | 65 | +5,546 | 81.14% | Q1 2026 | May 06, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | No change | 11,110 | 372 | 0.01% | 0.0% | 66 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 10,600 | 356 | 0.0% | 0.0% | 67 | +8,200 | 341.67% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 10,353 | 348 | 0.0% | 0.0% | 68 | +1,155 | 12.56% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 10,395 | 348 | 0.0% | 0.0% | 69 | +1,037 | 11.08% | Q1 2026 | May 14, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 10,310 | 346 | 0.03% | 0.03% | 70 | -800 | -7.2% | Q1 2026 | Apr 06, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 9,960 | 334 | 0.01% | 0.0% | 71 | +9,700 | 3730.77% | Q1 2026 | May 04, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,861 | 331 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 10,100 | 317 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,764 | 294 | 0.0% | 0.0% | 74 | -12,103 | -58.0% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 8,758 | 294 | 0.0% | 0.0% | 75 | +1,737 | 24.74% | Q1 2026 | May 13, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | New | 8,590 | 288 | 0.34% | — | 76 | +8,590 | New | Q1 2026 | Apr 20, 2026 |
| Odyssean, LLC | History | New | 8,542 | 286 | 0.1% | — | 77 | +8,542 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 8,459 | 284 | 0.0% | — | 78 | +8,459 | New | Q1 2026 | May 01, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 7,649 | 281 | 0.02% | 0.02% | 79 | -1,480 | -16.21% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 8,063 | 270 | 0.0% | 0.0% | 80 | +20 | 0.25% | Q1 2026 | May 14, 2026 |
| Angel Oak Capital Advisors, LLC | History | Reduced | 8,000 | 268 | 0.3% | 0.5% | 81 | -3,000 | -27.27% | Q1 2026 | May 12, 2026 |
| PARR MCKNIGHT WEALTH MANAGEMENT GROUP, LLC | History | Reduced | 8,000 | 268 | 0.04% | 0.05% | 82 | -3,000 | -27.27% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 7,785 | 261 | 0.0% | 0.0% | 83 | -11,738 | -60.12% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,766 | 260 | 0.0% | 0.0% | 84 | +170 | 2.24% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 6,976 | 232 | 0.0% | 0.0% | 85 | -6,978 | -50.01% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | New | 6,744 | 226 | 0.0% | — | 86 | +6,744 | New | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 6,714 | 225 | 0.0% | — | 87 | +6,714 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,651 | 223 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,093 | 204 | 0.0% | 0.0% | 89 | -1,103 | -15.33% | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 5,136 | 172 | 0.0% | — | 90 | +5,136 | New | Q1 2026 | May 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 4,905 | 164 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,600 | 154 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,236 | 142 | 0.0% | 0.0% | 93 | -1,023 | -19.45% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 3,552 | 119 | 0.0% | 0.0% | 94 | +991 | 38.7% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 3,404 | 114 | 0.0% | 0.0% | 95 | -21,935 | -86.57% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 3,032 | 101 | 0.0% | 0.0% | 96 | +543 | 21.82% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,594 | 87 | 0.0% | 0.0% | 97 | +73 | 2.9% | Q1 2026 | May 15, 2026 |
| ADIRONDACK TRUST CO | History | No change | 2,456 | 82 | 0.03% | 0.03% | 98 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,268 | 76 | 0.0% | 0.0% | 99 | -3,735 | -62.22% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,745 | 58 | 0.01% | 0.01% | 100 | -2,300 | -56.86% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 1,621 | 54 | 0.0% | 0.0% | 101 | +64 | 4.11% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,432 | 48 | 0.0% | 0.0% | 103 | -91 | -5.98% | Q1 2026 | May 08, 2026 |
| Clean Yield Group | History | No change | 1,458 | 48 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,429 | 47 | 0.0% | 0.0% | 104 | +1,044 | 271.17% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 1,343 | 45 | 0.0% | 0.0% | 105 | -157 | -10.47% | Q1 2026 | May 08, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | Added to | 1,322 | 44 | 0.01% | 0.01% | 106 | +12 | 0.92% | Q1 2026 | Apr 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,323 | 44 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,150 | 38 | 0.0% | 0.0% | 108 | -19 | -1.63% | Q1 2026 | Apr 07, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 881 | 29 | 0.0% | 0.0% | 109 | -122 | -12.16% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 773 | 24 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 679 | 22 | 0.0% | 0.0% | 112 | +17 | 2.57% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 675 | 22 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | New | 585 | 19 | 0.0% | — | 113 | +585 | New | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 517 | 17 | 0.0% | 0.0% | 115 | -379 | -42.3% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 515 | 17 | 0.0% | 0.0% | 114 | +17 | 3.41% | Q1 2026 | May 08, 2026 |
| GAMMA Investing LLC | History | Reduced | 465 | 15 | 0.0% | 0.0% | 116 | -25 | -5.1% | Q1 2026 | Apr 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 320 | 10 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 242 | 8 | 0.0% | — | 118 | +242 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 184 | 6 | 0.0% | — | 119 | +153 | 493.55% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 157 | 5 | 0.0% | 0.0% | 122 | +103 | 190.74% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Added to | 166 | 5 | 0.0% | 0.0% | 123 | +24 | 16.9% | Q1 2026 | Jun 02, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 166 | 5 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 160 | 5 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 144 | 4 | 0.0% | — | 124 | +126 | 700.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 139 | 4 | 0.0% | 0.0% | 125 | +36 | 34.95% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 90 | 3 | 0.0% | 0.0% | 129 | -79 | -46.75% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 94 | 3 | 0.0% | 0.0% | 126 | +46 | 95.83% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | No change | 95 | 3 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | No change | 96 | 3 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 79 | 2 | 0.0% | — | 130 | +60 | 315.79% | Q1 2026 | Jun 02, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 67 | 2 | 0.0% | 0.0% | 131 | -3 | -4.29% | Q1 2026 | Apr 27, 2026 |
| Rhino Investment Partners, Inc | History | Closed out | 0 | 0 | — | 5.76% | — | -789,305 | -100.0% | Q1 2026 | May 15, 2026 |
| Waldron Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,955 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -9,563 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -9,559 | -100.0% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,347 | -100.0% | Q1 2026 | May 13, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,937 | -100.0% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -7,642 | -100.0% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,511 | -100.0% | Q1 2026 | May 13, 2026 |
| NBT BANK N A /NY | History | Closed out | 0 | 0 | — | 0.01% | — | -6,315 | -100.0% | Q1 2026 | Apr 28, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,521 | -100.0% | Q1 2026 | Apr 16, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -3,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -642 | -100.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 15 | 0 | — | 0.0% | — | -548 | -97.34% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -512 | -100.0% | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 24, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -22 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| JPL Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Added to | 11 | 0 | — | — | — | +1 | 10.0% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| City State Bank | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |