AMERICAN STATES WATER CO - AWR
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.
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| 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 | 7,294,548 | 602,748 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 3,524,229 | 291,207 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Neuberger Berman Group LLC | History | No change | 2,557,960 | 211,364 | 0.14% | 0.14% | 3 | 0 | 0.0% | Q2 2026 | Oct 27, 2026 |
| STATE STREET CORP | History | No change | 2,243,634 | 185,392 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 1,789,593 | 147,874 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 1,001,087 | 82,733 | 0.0% | 0.0% | 6 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 919,629 | 75,988 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 904,551 | 74,743 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 778,435 | 64,322 | 0.04% | 0.04% | 9 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 763,734 | 62,877 | 0.01% | 0.01% | 10 | +14,435 | 1.93% | Q3 2026 | Nov 04, 2026 |
| Invesco Ltd. | History | No change | 619,310 | 51,173 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | No change | 482,466 | 39,866 | 0.0% | 0.0% | 12 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 478,996 | 39,579 | 0.01% | 0.01% | 13 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 470,985 | 38,917 | 0.04% | 0.04% | 14 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 342,062 | 28,161 | 0.0% | 0.0% | 15 | -879 | -0.26% | Q3 2026 | Nov 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 287,237 | 23,734 | 0.02% | 0.02% | 16 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 275,392 | 22,755 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 271,800 | 22,377 | 0.01% | 0.01% | 18 | +80,804 | 42.31% | Q3 2026 | Nov 02, 2026 |
| Nuveen, LLC | History | No change | 268,766 | 22,208 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | No change | 257,020 | 21,430 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 252,207 | 20,839 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 238,467 | 19,704 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legal & General Group Plc | History | No change | 228,364 | 18,869 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 186,116 | 15,378 | 0.01% | 0.01% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | No change | 181,346 | 14,984 | 0.27% | 0.27% | 25 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Allianz Asset Management GmbH | History | No change | 178,394 | 14,740 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Perpetual Ltd | History | Added to | 162,797 | 13,403 | 0.2% | 0.19% | 27 | +2,444 | 1.52% | Q3 2026 | Oct 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 155,842 | 12,877 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 151,438 | 12,513 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 148,270 | 12,251 | 0.02% | 0.02% | 30 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 134,687 | 11,129 | 0.03% | 0.03% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 126,404 | 10,444 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | No change | 125,110 | 10,337 | 0.79% | 0.79% | 33 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| HRT FINANCIAL LP | History | No change | 124,803 | 10,312 | 0.02% | 0.02% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 122,505 | 10,085 | 0.01% | 0.01% | 35 | +25,581 | 26.39% | Q3 2026 | Oct 28, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 111,732 | 9,232 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RHUMBLINE ADVISERS | History | No change | 108,963 | 9,003 | 0.01% | 0.01% | 37 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 107,311 | 8,867 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IEQ CAPITAL, LLC | History | No change | 101,674 | 8,401 | 0.04% | 0.04% | 39 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 99,236 | 8,170 | 0.04% | 0.03% | 40 | +21,870 | 28.27% | Q3 2026 | Nov 03, 2026 |
| JANE STREET GROUP, LLC | History | No change | 98,300 | 8,122 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 91,911 | 7,567 | 0.04% | 0.04% | 42 | -28 | -0.03% | Q3 2026 | Oct 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 87,753 | 7,244 | 0.01% | 0.01% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 86,353 | 7,135 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | No change | 84,780 | 7,005 | 0.92% | 0.92% | 45 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CoreCap Advisors, LLC | History | New | 83,073 | 6,839 | 0.2% | — | 46 | +83,073 | New | Q3 2026 | Oct 08, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | No change | 78,809 | 6,511 | 0.29% | 0.29% | 47 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Swiss National Bank | History | No change | 78,400 | 6,478 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 76,619 | 6,331 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| KBC Group NV | History | Added to | 71,838 | 5,914 | 0.01% | 0.01% | 50 | +652 | 0.92% | Q3 2026 | Oct 22, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 70,001 | 5,784 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 69,290 | 5,725 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cornerstone Wealth Management, LLC | History | Added to | 67,408 | 5,549 | 0.23% | 0.24% | 53 | +504 | 0.75% | Q3 2026 | Nov 04, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | No change | 66,475 | 5,492 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mariner, LLC | History | No change | 66,131 | 5,464 | 0.01% | 0.01% | 55 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 65,028 | 5,374 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 63,756 | 5,249 | 0.01% | 0.01% | 57 | -2,770 | -4.16% | Q3 2026 | Nov 05, 2026 |
| Dean Capital Management | History | No change | 61,578 | 5,088 | 1.84% | 1.84% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 59,953 | 4,953 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 56,489 | 4,667 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 56,063 | 4,632 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 54,459 | 4,499 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | No change | 54,026 | 4,464 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Walleye Trading LLC | History | No change | 51,800 | 4,280 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 51,346 | 4,227 | 0.01% | 0.01% | 65 | -67 | -0.13% | Q3 2026 | Oct 22, 2026 |
| Carrera Capital Advisors | History | New | 50,837 | 4,185 | 0.59% | — | 66 | +50,837 | New | Q3 2026 | Nov 03, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | No change | 49,571 | 4,096 | 0.04% | 0.04% | 67 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MARSHALL WACE, LLP | History | No change | 49,079 | 4,055 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 48,713 | 4,025 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | Added to | 47,477 | 3,908 | 0.0% | 0.0% | 70 | +3,238 | 7.32% | Q3 2026 | Nov 02, 2026 |
| GABELLI FUNDS LLC | History | No change | 47,000 | 3,883 | 0.02% | 0.02% | 71 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 46,400 | 3,834 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 44,984 | 3,717 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 48,620 | 3,676 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 44,351 | 3,664 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BARCLAYS PLC | History | No change | 44,251 | 3,656 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BESSEMER GROUP INC | History | No change | 43,361 | 3,583 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CITADEL ADVISORS LLC | History | No change | 43,220 | 3,571 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 43,205 | 3,570 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| Maryland State Retirement & Pension System | History | No change | 42,460 | 3,508 | 0.06% | 0.06% | 80 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 39,027 | 3,224 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 37,910 | 3,132 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Magellan Asset Management Ltd | History | No change | 36,743 | 3,036 | 0.07% | 0.07% | 83 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | No change | 36,575 | 3,022 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 35,011 | 2,892 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 34,777 | 2,863 | 0.01% | 0.01% | 86 | +367 | 1.07% | Q3 2026 | Oct 28, 2026 |
| SG Americas Securities, LLC | History | No change | 34,045 | 2,813 | 0.0% | 0.0% | 87 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 38,768 | 2,807 | 0.0% | 0.0% | 88 | +850 | 2.24% | Q3 2026 | Oct 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 33,433 | 2,762 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SkyOak Wealth, LLC | History | Reduced | 33,165 | 2,730 | 0.44% | 0.49% | 90 | -3,093 | -8.53% | Q3 2026 | Oct 28, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 32,654 | 2,698 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Legato Capital Management LLC | History | No change | 32,111 | 2,653 | 0.22% | 0.22% | 92 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Russell Investments Group, Ltd. | History | No change | 31,843 | 2,631 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bridgewater Associates, LP | History | No change | 30,311 | 2,504 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 30,094 | 2,486 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 29,801 | 2,462 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Added to | 29,254 | 2,408 | 0.07% | 0.07% | 97 | +18 | 0.06% | Q3 2026 | Oct 22, 2026 |
| CoreCommodity Management, LLC | History | No change | 28,177 | 2,328 | 0.46% | 0.46% | 98 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Ilex Capital Partners (UK) LLP | History | No change | 28,118 | 2,323 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Holocene Advisors, LP | History | No change | 27,619 | 2,282 | 0.01% | 0.01% | 100 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 26,870 | 2,220 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Advisors Asset Management, Inc. | History | No change | 26,316 | 2,174 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MACQUARIE GROUP LTD | History | No change | 25,352 | 2,094 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 25,239 | 2,085 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | No change | 24,348 | 2,011 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 23,622 | 1,944 | 0.0% | 0.0% | 106 | -3,515 | -12.95% | Q3 2026 | Oct 15, 2026 |
| MetLife Investment Management, LLC | History | No change | 23,215 | 1,918 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Van Hulzen Asset Management, LLC | History | No change | 22,970 | 1,898 | 0.14% | 0.14% | 108 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 22,901 | 1,892 | 0.01% | 0.01% | 109 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | No change | 22,363 | 1,847 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Gotham Asset Management, LLC | History | No change | 22,176 | 1,832 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FMR LLC | History | No change | 21,566 | 1,781 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 20,646 | 1,705 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Amundi | History | No change | 20,470 | 1,691 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STRS OHIO | History | New | 20,400 | 1,679 | 0.01% | — | 115 | +20,400 | New | Q3 2026 | Oct 30, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 19,697 | 1,621 | 0.02% | 0.02% | 116 | +371 | 1.92% | Q3 2026 | Nov 05, 2026 |
| Aquatic Capital Management LLC | History | No change | 19,459 | 1,607 | 0.06% | 0.06% | 117 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Focus Partners Wealth | History | No change | 19,282 | 1,593 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 19,160 | 1,583 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 18,951 | 1,565 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Engineers Gate Manager LP | History | No change | 18,133 | 1,498 | 0.02% | 0.02% | 121 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 18,123 | 1,497 | 0.02% | 0.02% | 122 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HighTower Advisors, LLC | History | No change | 17,847 | 1,474 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 17,740 | 1,465 | 0.05% | 0.05% | 124 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 17,153 | 1,412 | 0.0% | 0.0% | 125 | -558 | -3.15% | Q3 2026 | Nov 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 16,900 | 1,396 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,900 | 1,391 | 0.02% | 0.02% | 127 | -300 | -1.74% | Q3 2026 | Oct 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | No change | 16,593 | 1,371 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jupiter Topco LLC | History | No change | 16,496 | 1,364 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 15,577 | 1,287 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Trexquant Investment LP | History | No change | 15,516 | 1,282 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AlphaCore Capital LLC | History | Added to | 15,262 | 1,256 | 0.02% | 0.02% | 132 | +56 | 0.37% | Q3 2026 | Nov 04, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 14,910 | 1,232 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Horizon Investments, LLC | History | No change | 14,848 | 1,226 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,800 | 1,223 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 10, 2026 |
| SEI INVESTMENTS CO | History | No change | 14,708 | 1,215 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 14,700 | 1,214 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 14,113 | 1,166 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CSM Advisors, LLC | History | No change | 13,613 | 1,126 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Quadrature Capital Ltd | History | No change | 13,212 | 1,091 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Hunter Perkins Capital Management, LLC | History | No change | 12,958 | 1,071 | 0.24% | 0.24% | 141 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Diametric Capital, LP | History | No change | 12,933 | 1,068 | 0.11% | 0.11% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 12,889 | 1,061 | 0.0% | 0.0% | 143 | -715 | -5.26% | Q3 2026 | Nov 02, 2026 |
| WEATHERLY ASSET MANAGEMENT L. P. | History | Reduced | 12,781 | 1,052 | 0.07% | 0.08% | 144 | -290 | -2.22% | Q3 2026 | Oct 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 12,762 | 1,050 | 0.02% | 0.0% | 145 | +10,093 | 378.16% | Q3 2026 | Oct 16, 2026 |
| Man Group plc | History | No change | 12,622 | 1,042 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 12,079 | 998 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vise Technologies, Inc. | History | New | 11,848 | 975 | 0.01% | — | 148 | +11,848 | New | Q3 2026 | Oct 28, 2026 |
| Jacobi Capital Management LLC | History | No change | 11,797 | 974 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,776 | 973 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 11,557 | 955 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ALPS ADVISORS INC | History | Reduced | 11,186 | 920 | 0.0% | 0.01% | 152 | -6,120 | -35.36% | Q3 2026 | Nov 02, 2026 |
| Arizona State Retirement System | History | Added to | 11,039 | 908 | 0.0% | 0.0% | 153 | +255 | 2.36% | Q3 2026 | Nov 03, 2026 |
| HCR Wealth Advisors | History | Reduced | 10,963 | 902 | 0.07% | 0.09% | 154 | -1,742 | -13.71% | Q3 2026 | Oct 15, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 10,853 | 896 | 0.15% | 0.15% | 155 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| BLACKHILL CAPITAL INC | History | No change | 10,800 | 892 | 0.04% | 0.04% | 156 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,474 | 865 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HSBC HOLDINGS PLC | History | No change | 10,279 | 856 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,340 | 851 | 0.01% | 0.01% | 160 | -208 | -1.97% | Q3 2026 | Oct 23, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 10,325 | 851 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,184 | 838 | 0.0% | 0.0% | 161 | +119 | 1.18% | Q3 2026 | Nov 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,174 | 837 | 0.01% | 0.01% | 162 | -220 | -2.12% | Q3 2026 | Oct 22, 2026 |
| Elo Mutual Pension Insurance Co | History | No change | 10,119 | 836 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | No change | 9,878 | 816 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 9,880 | 816 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 9,900 | 815 | 0.01% | 0.01% | 166 | +255 | 2.64% | Q3 2026 | Oct 26, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,613 | 795 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Tidal Investments LLC | History | No change | 9,508 | 785 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Ethic Inc. | History | Reduced | 9,470 | 779 | 0.01% | 0.01% | 169 | -2,200 | -18.85% | Q3 2026 | Nov 03, 2026 |
| Arax Advisory Partners | History | No change | 9,388 | 775 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Merit Financial Group, LLC | History | No change | 9,224 | 762 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| BRIGHTON JONES LLC | History | Added to | 9,225 | 759 | 0.01% | 0.01% | 172 | +134 | 1.47% | Q3 2026 | Nov 03, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 8,849 | 728 | 0.01% | 0.01% | 173 | -100 | -1.12% | Q3 2026 | Oct 29, 2026 |
| Odyssean, LLC | History | No change | 8,235 | 680 | 0.11% | 0.11% | 174 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 8,075 | 667 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 8,101 | 666 | 0.01% | 0.01% | 176 | -56 | -0.69% | Q3 2026 | Oct 15, 2026 |
| Kennondale Capital Management LLC | History | No change | 7,912 | 653 | 0.44% | 0.44% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 7,836 | 644 | 0.01% | 0.01% | 178 | -6,304 | -44.58% | Q3 2026 | Oct 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 7,828 | 644 | 0.03% | 0.03% | 179 | -469 | -5.65% | Q3 2026 | Oct 22, 2026 |
| Wealthcare Advisory Partners LLC | History | Added to | 7,698 | 633 | 0.01% | 0.01% | 180 | +300 | 4.06% | Q3 2026 | Oct 21, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,595 | 625 | 0.0% | 0.0% | 181 | +394 | 5.47% | Q3 2026 | Nov 03, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,583 | 624 | 0.0% | 0.0% | 183 | +246 | 3.35% | Q3 2026 | Oct 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 7,558 | 624 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 7,484 | 618 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Lido Advisors, LLC | History | Reduced | 7,483 | 616 | 0.0% | 0.0% | 185 | -339 | -4.33% | Q3 2026 | Nov 04, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,411 | 610 | 0.0% | 0.0% | 186 | -1,115 | -13.08% | Q3 2026 | Nov 02, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 7,375 | 609 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Freestone Grove Partners LP | History | No change | 7,371 | 609 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| First Pacific Financial | History | Reduced | 7,284 | 599 | 0.06% | 0.07% | 190 | -74 | -1.01% | Q3 2026 | Oct 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,258 | 599 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| US BANCORP \DE\ | History | Added to | 7,241 | 596 | 0.0% | 0.0% | 191 | +94 | 1.32% | Q3 2026 | Nov 05, 2026 |
| King Wealth Management Group | History | No change | 7,000 | 578 | 0.06% | 0.06% | 192 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 6,948 | 574 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 6,959 | 572 | 0.0% | 0.0% | 194 | -408 | -5.54% | Q3 2026 | Nov 02, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 6,936 | 571 | 0.01% | 0.01% | 195 | +142 | 2.09% | Q3 2026 | Oct 22, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 6,915 | 569 | 0.12% | 0.12% | 196 | 0 | 0.0% | Q3 2026 | Oct 21, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | No change | 6,872 | 567 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 6,774 | 558 | 0.04% | 0.04% | 198 | +464 | 7.35% | Q3 2026 | Oct 22, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 6,714 | 554 | 0.01% | 0.01% | 199 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CenterBook Partners LP | History | New | 6,725 | 553 | 0.03% | — | 201 | +6,725 | New | Q3 2026 | Nov 02, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | No change | 6,702 | 553 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | No change | 6,664 | 550 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Walleye Capital LLC | History | No change | 6,642 | 548 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 6,400 | 528 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 6,354 | 523 | 0.0% | 0.0% | 205 | +70 | 1.11% | Q3 2026 | Oct 29, 2026 |
| Fruth Investment Management | History | Reduced | 6,218 | 511 | 0.12% | 0.13% | 206 | -182 | -2.84% | Q3 2026 | Oct 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | No change | 6,190 | 511 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 6,102 | 503 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Financial Advisors Network, Inc. | History | No change | 6,006 | 496 | 0.06% | 0.06% | 209 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 5,900 | 487 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,883 | 484 | 0.0% | 0.0% | 211 | +1,418 | 31.76% | Q3 2026 | Oct 23, 2026 |
| Waverly Advisors, LLC | History | No change | 5,844 | 482 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Janney Montgomery Scott LLC | History | No change | 5,784 | 478 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 5,775 | 477 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Reduced | 5,780 | 475 | 0.0% | 0.0% | 215 | -38,514 | -86.95% | Q3 2026 | Nov 04, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | No change | 5,676 | 469 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 5,457 | 450 | 0.17% | 0.17% | 217 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Integrated Wealth Concepts LLC | History | No change | 5,429 | 448 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | No change | 5,329 | 440 | 0.03% | 0.03% | 219 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ELCO Management Co., LLC | History | Reduced | 5,284 | 435 | 0.2% | 0.22% | 220 | -917 | -14.79% | Q3 2026 | Oct 14, 2026 |
| CHOREO, LLC | History | Added to | 5,261 | 433 | 0.0% | 0.0% | 221 | +991 | 23.21% | Q3 2026 | Oct 28, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 5,238 | 432 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 5,199 | 428 | 0.0% | 0.0% | 223 | -61 | -1.16% | Q3 2026 | Nov 03, 2026 |
| Pallas Capital Advisors LLC | History | No change | 5,104 | 421 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 5,051 | 415 | 0.05% | 0.09% | 225 | -2,810 | -35.75% | Q3 2026 | Oct 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,951 | 408 | 0.01% | 0.01% | 226 | +15 | 0.3% | Q3 2026 | Oct 20, 2026 |
| Catalyst Funds Management Pty Ltd | History | No change | 4,914 | 406 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| BLAIR WILLIAM & CO/IL | History | No change | 4,871 | 402 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,818 | 398 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XPONANCE LLC | History | Reduced | 4,735 | 389 | 0.0% | 0.0% | 230 | -92 | -1.91% | Q3 2026 | Nov 03, 2026 |
| WorthPointe, LLC | History | No change | 4,679 | 386 | 0.1% | 0.1% | 231 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | No change | 4,581 | 378 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,523 | 372 | 0.0% | 0.0% | 233 | +35 | 0.78% | Q3 2026 | Oct 23, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,471 | 369 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 4,460 | 364 | 0.01% | 0.01% | 235 | -93 | -2.04% | Q3 2026 | Oct 09, 2026 |
| Soltis Investment Advisors LLC | History | New | 4,236 | 348 | 0.02% | — | 236 | +4,236 | New | Q3 2026 | Oct 28, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 4,076 | 335 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q3 2026 | Oct 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,977 | 327 | 0.0% | 0.01% | 239 | -31 | -0.77% | Q3 2026 | Nov 03, 2026 |
| MAI Capital Management | History | No change | 3,966 | 327 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| GAMMA Investing LLC | History | Added to | 3,956 | 325 | 0.01% | 0.01% | 240 | +25 | 0.64% | Q3 2026 | Oct 08, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 3,906 | 321 | 0.08% | 0.08% | 241 | +24 | 0.62% | Q3 2026 | Oct 26, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | No change | 3,881 | 320 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Curi Capital, LLC | History | No change | 3,783 | 312 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Freedom Day Solutions, LLC | History | No change | 3,800 | 312 | 0.07% | 0.07% | 244 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| 111 Capital | History | New | 3,704 | 304 | 0.05% | — | 245 | +3,704 | New | Q3 2026 | Nov 03, 2026 |
| Nykredit A/S | History | No change | 3,659 | 302 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,651 | 301 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 3,640 | 300 | 0.02% | 0.02% | 248 | 0 | 0.0% | Q3 2026 | Nov 03, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,624 | 299 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Beacon Pointe Advisors, LLC | History | No change | 3,611 | 298 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| IFM Investors Pty Ltd | History | Added to | 3,609 | 297 | 0.0% | 0.0% | 251 | +799 | 28.43% | Q3 2026 | Oct 13, 2026 |
| Graham Capital Management, L.P. | History | No change | 3,584 | 296 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 3,583 | 296 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Parcion Private Wealth LLC | History | Added to | 3,593 | 295 | 0.02% | 0.01% | 254 | +326 | 9.98% | Q3 2026 | Oct 28, 2026 |
| Allworth Financial LP | History | No change | 3,568 | 294 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| INGALLS & SNYDER LLC | History | No change | 3,485 | 288 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Meeder Advisory Services, Inc. | History | No change | 3,497 | 288 | 0.01% | 0.01% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 3,500 | 288 | 0.08% | 0.07% | 258 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,485 | 286 | 0.0% | 0.0% | 259 | -58 | -1.64% | Q3 2026 | Oct 21, 2026 |
| Martin Capital Partners, LLC | History | Reduced | 3,469 | 285 | 0.1% | 0.11% | 261 | -51 | -1.45% | Q3 2026 | Oct 07, 2026 |
| Blankinship & Foster, LLC | History | Added to | 3,464 | 285 | 0.06% | 0.06% | 260 | +1 | 0.03% | Q3 2026 | Oct 16, 2026 |
| Focus Partners Advisor Solutions, LLC | History | No change | 3,456 | 285 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Rodgers Brothers Inc. | History | No change | 3,350 | 276 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Quantbot Technologies LP | History | No change | 3,287 | 271 | 0.01% | 0.01% | 264 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Wealthfront Advisers LLC | History | No change | 3,285 | 271 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Horizon Investment Services, LLC | History | No change | 3,277 | 270 | 0.08% | 0.08% | 266 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,262 | 268 | 0.0% | 0.0% | 267 | +863 | 35.97% | Q3 2026 | Oct 20, 2026 |
| Fieldview Capital Management, LLC | History | No change | 3,244 | 268 | 0.08% | 0.08% | 268 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | No change | 3,239 | 267 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| DRW Securities, LLC | History | No change | 3,218 | 265 | 0.01% | 0.01% | 270 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bull Harbor Capital LLC | History | No change | 3,219 | 265 | 0.05% | 0.05% | 271 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Stonebridge Capital Advisors LLC | History | No change | 3,200 | 264 | 0.02% | 0.02% | 272 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| StoneX Group Inc. | History | New | 3,078 | 261 | 0.01% | — | 275 | +3,078 | New | Q3 2026 | Nov 03, 2026 |
| Counterpoint Mutual Funds LLC | History | Reduced | 3,181 | 261 | 0.02% | 0.03% | 274 | -658 | -17.14% | Q3 2026 | Oct 16, 2026 |
| Private Advisor Group, LLC | History | No change | 3,160 | 261 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | No change | 3,144 | 259 | 0.02% | 0.02% | 276 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Redmond Asset Management, LLC | History | No change | 3,150 | 259 | 0.08% | 0.06% | 277 | 0 | 0.0% | Q3 2026 | Oct 27, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 3,136 | 259 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 3,092 | 254 | 0.0% | 0.0% | 280 | +1 | 0.03% | Q3 2026 | Oct 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 3,086 | 254 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q3 2026 | Oct 23, 2026 |
| Krilogy Financial LLC | History | Reduced | 3,049 | 252 | 0.01% | 0.01% | 281 | -509 | -14.31% | Q3 2026 | Oct 13, 2026 |
| Compound Planning, Inc. | History | New | 3,036 | 249 | 0.01% | — | 282 | +3,036 | New | Q3 2026 | Nov 05, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 3,008 | 248 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SlateStone Wealth, LLC | History | No change | 3,000 | 248 | 0.02% | 0.02% | 284 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Amplius Wealth Advisors, LLC | History | No change | 3,018 | 248 | 0.02% | 0.02% | 285 | 0 | 0.0% | Q3 2026 | Oct 20, 2026 |
| WADDELL & ASSOCIATES, LLC | History | No change | 2,965 | 244 | 0.01% | 0.01% | 286 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Vision Capital Management, Inc. | History | No change | 2,921 | 240 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q3 2026 | Oct 19, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,806 | 239 | 0.0% | 0.0% | 288 | +65 | 2.37% | Q3 2026 | Oct 26, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 2,885 | 238 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Modera Wealth Management, LLC | History | No change | 2,895 | 238 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | No change | 2,862 | 236 | 0.06% | 0.06% | 291 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | New | 2,846 | 234 | 0.0% | — | 292 | +2,846 | New | Q3 2026 | Oct 23, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 2,788 | 230 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| M&T BANK CORP | History | No change | 2,771 | 228 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Jain Global LLC | History | No change | 2,734 | 225 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Procyon Advisors, LLC | History | New | 2,710 | 223 | 0.01% | — | 296 | +2,710 | New | Q3 2026 | Oct 21, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 2,600 | 214 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q3 2026 | Oct 28, 2026 |
| Essex Financial Services, Inc. | History | No change | 2,598 | 214 | 0.01% | 0.01% | 298 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| WFA of San Diego, LLC | History | No change | 2,411 | 213 | 0.17% | 0.17% | 299 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 2,587 | 212 | 0.0% | 0.0% | 300 | -280 | -9.77% | Q3 2026 | Oct 28, 2026 |