Blend Labs, Inc. - BLND
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 17,868,179 | 54,319 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Lightspeed Management Company, L.L.C. | History | No change | 23,127,237 | 39,316 | 3.98% | 5.03% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 16,287,185 | 27,688 | 0.0% | 0.0% | 3 | -65,730 | -0.4% | Q1 2026 | May 13, 2026 |
| CYPRESS POINT INVESTMENT MANAGEMENT LP | History | Added to | 14,537,172 | 24,713 | 5.82% | 7.75% | 4 | +2,689,208 | 22.7% | Q1 2026 | May 15, 2026 |
| Haveli Investment Management LLC | History | No change | 10,848,873 | 18,443 | 100.0% | 100.0% | 5 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 9,652,446 | 16,409 | 0.0% | — | 6 | +9,652,446 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,702,947 | 11,395 | 0.0% | — | 7 | +6,702,947 | New | Q1 2026 | May 08, 2026 |
| Capricorn Fund Managers Ltd | History | New | 6,499,507 | 11,049 | 1.72% | — | 8 | +6,499,507 | New | Q1 2026 | Apr 24, 2026 |
| Whitebark Investors LP | History | Added to | 6,343,497 | 10,783 | 8.62% | 9.28% | 9 | +1,274,239 | 25.14% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 6,298,310 | 10,707 | 0.0% | 0.0% | 10 | +637,617 | 11.26% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 4,840,390 | 8,230 | 0.0% | 0.0% | 11 | -88,226 | -1.79% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 4,764,617 | 8,099 | 0.0% | 0.0% | 12 | +2,042,919 | 75.06% | Q1 2026 | May 15, 2026 |
| EMERGENCE GP PARTNERS, LLC | History | No change | 4,244,379 | 7,215 | 6.47% | 8.37% | 13 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Divisadero Street Capital Management, LP | History | Reduced | 3,175,092 | 5,397 | 0.23% | 0.81% | 14 | -2,526,030 | -44.31% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,599,177 | 4,418 | 0.0% | 0.0% | 15 | +227,422 | 9.59% | Q1 2026 | May 15, 2026 |
| Irenic Capital Management LP | History | Reduced | 2,204,200 | 3,747 | 0.24% | 0.64% | 16 | -910,749 | -29.24% | Q1 2026 | May 18, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 2,165,366 | 3,681 | 0.02% | 0.0% | 17 | +2,076,625 | 2340.1% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,901,037 | 3,231 | 0.0% | 0.0% | 18 | +25,702 | 1.37% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 1,870,870 | 3,180 | 0.0% | 0.0% | 19 | -151,977 | -7.51% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 1,731,356 | 2,943 | 0.0% | 0.0% | 20 | -10,951 | -0.63% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 1,660,571 | 2,822 | 0.0% | 0.0% | 21 | -148,695 | -8.22% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,569,285 | 2,667 | 0.0% | — | 22 | +1,569,285 | New | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 1,410,021 | 2,397 | 0.0% | 0.01% | 23 | -63,640 | -4.32% | Q1 2026 | May 15, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 1,006,289 | 1,710 | 0.1% | 0.15% | 24 | +123,699 | 14.02% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 1,000,000 | 1,700 | 0.02% | 0.06% | 25 | -978,135 | -49.45% | Q1 2026 | May 12, 2026 |
| Militia Capital Partners, LP | History | No change | 550,000 | 1,672 | 0.64% | 0.64% | 26 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Samjo Management, LLC | History | New | 982,500 | 1,670 | 0.72% | — | 27 | +982,500 | New | Q1 2026 | May 15, 2026 |
| Stoic Point Capital Management LLC | History | Reduced | 840,293 | 1,428 | 1.39% | 2.74% | 28 | -227,267 | -21.29% | Q1 2026 | May 15, 2026 |
| Panoramic Capital, LLC | History | Added to | 772,689 | 1,313 | 0.92% | 1.14% | 29 | +75,000 | 10.75% | Q1 2026 | May 15, 2026 |
| ESSEX INVESTMENT MANAGEMENT CO LLC | History | Added to | 762,290 | 1,295 | 0.2% | 0.35% | 30 | +13,316 | 1.78% | Q1 2026 | May 11, 2026 |
| Prospect Capital Advisors, LLC | History | Reduced | 731,450 | 1,243 | 0.69% | 2.85% | 31 | -1,088,700 | -59.81% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 726,428 | 1,234 | 0.0% | 0.0% | 32 | +314,459 | 76.33% | Q1 2026 | May 05, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 645,906 | 1,098 | 0.0% | 0.0% | 33 | +93,851 | 17.0% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 626,495 | 1,065 | 0.0% | 0.0% | 34 | +244,566 | 64.03% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 623,106 | 1,059 | 0.0% | 0.0% | 35 | +495,225 | 387.25% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 621,032 | 1,055 | 0.0% | 0.0% | 36 | +263,594 | 73.75% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Added to | 606,762 | 1,031 | 0.02% | 0.03% | 37 | +181,076 | 42.54% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 578,249 | 983 | 0.0% | 0.0% | 38 | -5,323 | -0.91% | Q1 2026 | May 05, 2026 |
| Potrero Capital Research LLC | History | Reduced | 549,702 | 934 | 0.57% | 1.7% | 39 | -1,111,421 | -66.91% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 536,592 | 912 | 0.0% | — | 40 | +536,592 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 523,048 | 889 | 0.0% | 0.0% | 41 | -395,021 | -43.03% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 500,568 | 850 | 0.02% | 0.03% | 42 | +1,683 | 0.34% | Q1 2026 | Apr 10, 2026 |
| Kazazian Asset Management, LLC | History | Added to | 488,683 | 830 | 0.91% | 1.23% | 43 | +103,263 | 26.79% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Added to | 471,111 | 800 | 0.0% | 0.0% | 44 | +3,486 | 0.75% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 449,281 | 763 | 0.0% | 0.0% | 45 | -472,111 | -51.24% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 443,093 | 753 | 0.05% | 0.07% | 46 | +168,677 | 61.47% | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 241,590 | 734 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 403,300 | 685 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Added to | 393,646 | 669 | 0.0% | 0.0% | 49 | +51,410 | 15.02% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 347,648 | 591 | 0.0% | 0.0% | 50 | +44,836 | 14.81% | Q1 2026 | May 13, 2026 |
| ALLEN OPERATIONS LLC | History | No change | 344,761 | 586 | 0.09% | 0.13% | 51 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 340,757 | 579 | 0.0% | 0.0% | 52 | +21,713 | 6.81% | Q1 2026 | May 15, 2026 |
| Ahara Advisors LLC | History | Added to | 297,071 | 505 | 0.42% | 0.54% | 53 | +103,248 | 53.27% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 258,688 | 439 | 0.0% | 0.0% | 54 | +128,677 | 98.97% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 254,697 | 432 | 0.0% | — | 55 | +254,697 | New | Q1 2026 | May 14, 2026 |
| Legato Capital Management LLC | History | Reduced | 236,568 | 402 | 0.04% | 0.06% | 56 | -3,354 | -1.4% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 230,747 | 392 | 0.0% | 0.0% | 57 | -12,677 | -5.21% | Q1 2026 | May 12, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 229,921 | 390 | 0.01% | 0.03% | 59 | -68,337 | -22.91% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 229,888 | 390 | 0.0% | 0.0% | 58 | +18,843 | 8.93% | Q1 2026 | May 06, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 229,378 | 389 | 0.0% | 0.0% | 60 | +841 | 0.37% | Q1 2026 | May 14, 2026 |
| Massar Capital Management, LP | History | No change | 220,000 | 374 | 0.04% | 0.07% | 61 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 218,920 | 372 | 0.0% | 0.0% | 62 | +162,108 | 285.34% | Q1 2026 | May 15, 2026 |
| Cypress Point Wealth Management, LLC | History | No change | 215,843 | 366 | 0.08% | 0.14% | 63 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 200,788 | 341 | 0.0% | 0.0% | 64 | -1,466 | -0.72% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 193,946 | 329 | 0.0% | 0.0% | 65 | +174,131 | 878.78% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 187,942 | 319 | 0.0% | 0.0% | 66 | -46,712 | -19.91% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 177,936 | 302 | 0.0% | 0.0% | 67 | -63,323 | -26.25% | Q1 2026 | May 08, 2026 |
| Militia Capital Management LLC | History | New | 300,000 | 266 | 0.06% | — | 68 | +300,000 | New | Q1 2026 | May 13, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 156,734 | 265 | 0.0% | 0.0% | 69 | +140,220 | 849.1% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 148,189 | 252 | 0.0% | 0.0% | 70 | +26,228 | 21.51% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 146,915 | 249 | 0.01% | — | 71 | +146,915 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 141,370 | 240 | 0.0% | — | 72 | +141,370 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 132,013 | 224 | 0.0% | 0.0% | 73 | +101,996 | 339.79% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | New | 130,522 | 221 | 0.0% | — | 74 | +130,522 | New | Q1 2026 | May 15, 2026 |
| Mount Lucas Management LP | History | No change | 128,000 | 217 | 0.08% | 0.16% | 75 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 127,187 | 216 | 0.0% | 0.0% | 76 | -193,621 | -60.35% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 126,398 | 214 | 0.0% | 0.0% | 77 | -270,805 | -68.18% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 126,258 | 214 | 0.0% | — | 78 | +126,258 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 124,386 | 211 | 0.0% | 0.0% | 79 | +123,286 | 11207.82% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 115,567 | 196 | 0.0% | 0.01% | 80 | -886,604 | -88.47% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 105,445 | 179 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 94,256 | 160 | 0.0% | — | 82 | +94,256 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 93,181 | 158 | 0.0% | — | 83 | +93,181 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 90,843 | 154 | 0.0% | 0.0% | 84 | -158,948 | -63.63% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 85,100 | 145 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 81,606 | 136 | 0.0% | 0.0% | 86 | -460 | -0.56% | Q1 2026 | May 13, 2026 |
| PFG Advisors | History | Added to | 79,961 | 135 | 0.01% | 0.01% | 87 | +1,005 | 1.27% | Q1 2026 | May 05, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 75,321 | 128 | 0.0% | 0.0% | 88 | +56,458 | 299.31% | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 73,678 | 125 | 0.01% | 0.02% | 89 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 73,274 | 124 | 0.0% | 0.0% | 90 | -156,622 | -68.13% | Q1 2026 | May 11, 2026 |
| Savvy Advisors, Inc. | History | Added to | 72,308 | 122 | 0.0% | 0.0% | 91 | +47,308 | 189.23% | Q1 2026 | May 11, 2026 |
| Vontobel Holding Ltd. | History | New | 70,673 | 120 | 0.0% | — | 92 | +70,673 | New | Q1 2026 | May 08, 2026 |
| IMC-Chicago, LLC | History | New | 70,030 | 119 | 0.0% | — | 93 | +70,030 | New | Q1 2026 | May 05, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 68,950 | 117 | 0.01% | 0.02% | 94 | +23,725 | 52.46% | Q1 2026 | Apr 22, 2026 |
| STRS OHIO | History | No change | 64,500 | 109 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 67,224 | 107 | 0.0% | 0.0% | 96 | +13,428 | 24.96% | Q1 2026 | May 04, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 63,300 | 107 | 0.0% | 0.0% | 97 | -7,246 | -10.27% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 60,133 | 102 | 0.0% | 0.0% | 98 | -859 | -1.41% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 33,100 | 100 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 59,300 | 100 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CWM, LLC | History | Added to | 58,563 | 99 | 0.0% | 0.0% | 101 | +55,200 | 1641.39% | Q1 2026 | May 14, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 58,402 | 99 | 0.02% | 0.03% | 102 | -11,112 | -15.99% | Q1 2026 | May 06, 2026 |
| Arizona State Retirement System | History | Reduced | 56,512 | 96 | 0.0% | 0.0% | 103 | -300 | -0.53% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Added to | 56,760 | 95 | 0.0% | 0.0% | 105 | +41,945 | 283.13% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Reduced | 56,345 | 95 | 0.0% | 0.0% | 106 | -4,221 | -6.97% | Q1 2026 | May 15, 2026 |
| Freestone Capital Holdings, LLC | History | Added to | 56,195 | 95 | 0.0% | 0.0% | 104 | +3,415 | 6.47% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 54,908 | 93 | 0.0% | 0.0% | 107 | -5,883 | -9.68% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 52,652 | 89 | 0.0% | 0.0% | 108 | -38,898 | -42.49% | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | Reduced | 52,058 | 88 | 0.0% | 0.01% | 109 | -11,765 | -18.43% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 49,150 | 83 | 0.02% | 0.05% | 110 | -12,140 | -19.81% | Q1 2026 | May 11, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 26,810 | 81 | 0.07% | 0.07% | 111 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 47,100 | 80 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 45,833 | 77 | 0.0% | 0.0% | 113 | -29,619 | -39.26% | Q1 2026 | May 08, 2026 |
| New Insight Wealth Advisors | History | No change | 45,355 | 77 | 0.03% | 0.05% | 114 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 43,771 | 74 | 0.0% | 0.0% | 115 | -325 | -0.74% | Q1 2026 | May 12, 2026 |
| Caprock Group, LLC | History | No change | 44,096 | 74 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 43,057 | 73 | 0.0% | — | 118 | +43,057 | New | Q1 2026 | May 08, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Added to | 43,166 | 73 | 0.0% | 0.0% | 117 | +3,740 | 9.49% | Q1 2026 | May 12, 2026 |
| Whetstone Capital Advisors, LLC | History | Reduced | 38,889 | 66 | 0.02% | 1.11% | 119 | -1,132,190 | -96.68% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 38,000 | 64 | 0.0% | 0.0% | 120 | +8,100 | 27.09% | Q1 2026 | May 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 36,868 | 62 | 0.0% | 0.0% | 121 | -1,072 | -2.83% | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 36,110 | 61 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 35,353 | 60 | 0.01% | — | 123 | +35,353 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 29,856 | 59 | 0.0% | — | 124 | +29,856 | New | Q1 2026 | Apr 08, 2026 |
| Bienville Capital Management, LLC | History | No change | 33,579 | 57 | 0.01% | 0.02% | 125 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Revolve Wealth Partners, LLC | History | Added to | 31,814 | 54 | 0.01% | 0.01% | 126 | +453 | 1.44% | Q1 2026 | Apr 10, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 31,415 | 53 | 0.0% | 0.0% | 127 | +18,930 | 151.62% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 31,176 | 52 | 0.0% | 0.0% | 128 | -51,699 | -62.38% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 29,928 | 50 | 0.0% | 0.0% | 129 | +16,272 | 119.16% | Q1 2026 | May 14, 2026 |
| Hyperion Capital Advisors LP | History | No change | 29,848 | 50 | 0.02% | 0.04% | 130 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 28,607 | 48 | 0.0% | 0.0% | 131 | -7,461 | -20.69% | Q1 2026 | Apr 24, 2026 |
| Pictet Asset Management Holding SA | History | No change | 28,586 | 48 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Abel Hall, LLC | History | New | 28,081 | 47 | 0.01% | — | 133 | +28,081 | New | Q1 2026 | Apr 28, 2026 |
| Ballentine Partners, LLC | History | Added to | 26,383 | 44 | 0.0% | 0.0% | 134 | +760 | 2.97% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 24,802 | 42 | 0.0% | 0.0% | 135 | -33,690 | -57.6% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Reduced | 25,024 | 42 | 0.0% | 0.0% | 136 | -196 | -0.78% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 24,604 | 41 | 0.0% | 0.0% | 137 | +4,642 | 23.25% | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | Added to | 23,174 | 39 | 0.0% | 0.0% | 139 | +1,718 | 8.01% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 13,057 | 39 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| WINTON GROUP Ltd | History | Reduced | 22,800 | 38 | 0.0% | 0.0% | 140 | -1,900 | -7.69% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 22,238 | 37 | 0.0% | 0.0% | 141 | +15,098 | 211.46% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | No change | 21,762 | 36 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 20,797 | 35 | 0.0% | 0.0% | 143 | +7,327 | 54.39% | Q1 2026 | May 11, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 20,568 | 34 | 0.0% | 0.0% | 144 | -1,460 | -6.63% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 19,633 | 33 | 0.0% | — | 145 | +19,633 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 18,424 | 31 | 0.0% | 0.0% | 146 | -90,486 | -83.08% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 18,120 | 30 | 0.0% | 0.0% | 147 | +2,366 | 15.02% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 17,536 | 29 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Added to | 15,745 | 26 | 0.01% | — | 151 | +15,673 | 21768.06% | Q1 2026 | May 21, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 15,721 | 26 | 0.0% | 0.0% | 149 | +4,064 | 34.86% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 15,620 | 26 | 0.0% | 0.0% | 150 | +3,715 | 31.21% | Q1 2026 | May 14, 2026 |
| Pallas Capital Advisors LLC | History | New | 14,371 | 24 | 0.0% | — | 152 | +14,371 | New | Q1 2026 | Apr 21, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | No change | 13,694 | 23 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lexington Hill Partners, LLC | History | No change | 13,694 | 23 | 0.01% | 0.03% | 154 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Jasper Ridge Partners, L.P. | History | No change | 13,100 | 22 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 12,669 | 21 | 0.0% | — | 156 | +12,669 | New | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 12,572 | 21 | 0.0% | — | 157 | +12,572 | New | Q1 2026 | May 14, 2026 |
| Revisor Wealth Management LLC | History | New | 12,422 | 21 | 0.01% | — | 158 | +12,422 | New | Q1 2026 | Apr 27, 2026 |
| State of Alaska, Department of Revenue | History | No change | 12,189 | 20 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Avalon Trust Co | History | No change | 11,939 | 20 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Hudson Bay Capital Management LP | History | New | 11,620 | 19 | 0.0% | — | 163 | +11,620 | New | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | No change | 11,300 | 19 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| WBH ADVISORY INC | History | No change | 10,369 | 19 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Trellis Wealth Advisors LLC | History | No change | 10,932 | 18 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JPL Wealth Management, LLC | History | No change | 10,000 | 17 | 0.0% | 0.01% | 165 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 9,847 | 16 | 0.0% | 0.0% | 166 | -318,883 | -97.0% | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | New | 10,781 | 16 | 0.0% | — | 167 | +10,781 | New | Q1 2026 | Apr 17, 2026 |
| Corient Private Wealth LLC | History | Added to | 25,131 | 13 | 0.0% | 0.0% | 168 | +7,609 | 43.43% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 6,351 | 10 | 0.0% | 0.0% | 169 | +3,513 | 123.78% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | No change | 6,000 | 10 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,101 | 5 | 0.0% | 0.0% | 172 | +1,245 | 67.08% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,096 | 5 | 0.0% | 0.0% | 171 | +661 | 27.15% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,787 | 4 | 0.0% | 0.0% | 173 | -17,310 | -86.13% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,521 | 4 | 0.0% | 0.0% | 174 | -1,550 | -38.07% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 2,337 | 3 | 0.0% | — | 175 | +2,097 | 873.75% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | New | 1,862 | 3 | 0.0% | — | 177 | +1,862 | New | Q1 2026 | May 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,867 | 3 | 0.0% | 0.0% | 176 | +1,208 | 183.31% | Q1 2026 | May 15, 2026 |
| Hamrick Investment Counsel, llc | History | New | 1,200 | 2 | 0.0% | — | 183 | +1,200 | New | Q1 2026 | May 11, 2026 |
| Avion Wealth | History | Added to | 1,200 | 2 | 0.0% | — | 182 | +1,000 | 500.0% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,268 | 2 | 0.0% | 0.0% | 179 | +678 | 114.92% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,279 | 2 | 0.0% | 0.0% | 181 | -131 | -9.29% | Q1 2026 | Apr 22, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,613 | 2 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 1,550 | 2 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Oakum Bay Capital LLC | History | New | 1,168 | 1 | 0.0% | — | 188 | +1,168 | New | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 648 | 1 | 0.0% | 0.0% | 187 | -373 | -36.53% | Q1 2026 | Apr 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 662 | 1 | 0.0% | 0.0% | 184 | -323 | -32.79% | Q1 2026 | May 04, 2026 |
| Optiver Holding B.V. | History | Added to | 676 | 1 | 0.0% | 0.0% | 185 | +297 | 78.36% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 640 | 1 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| ShawSpring Partners LLC | History | Closed out | 0 | 0 | — | 5.17% | — | -9,024,099 | -100.0% | Q1 2026 | May 14, 2026 |
| Metavasi Capital LP | History | Closed out | 0 | 0 | — | 7.91% | — | -6,385,900 | -100.0% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Closed out | 0 | 0 | — | 0.06% | — | -741,897 | -100.0% | Q1 2026 | May 15, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.09% | — | -555,987 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -334,846 | -100.0% | Q1 2026 | May 15, 2026 |
| Huntleigh Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.09% | — | -182,575 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Crescent Park Management, L.P. | History | Closed out | 0 | 0 | — | 0.25% | — | -137,316 | -100.0% | Q1 2026 | May 13, 2026 |
| Kingsview Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -98,660 | -100.0% | Q1 2026 | May 12, 2026 |
| Diversified Trust Co | History | Closed out | 0 | 0 | — | 0.0% | — | -83,473 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -55,650 | -100.0% | Q1 2026 | May 15, 2026 |
| Base Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -44,392 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -40,926 | -100.0% | Q1 2026 | Apr 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,000 | -100.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -26,436 | -100.0% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -26,053 | -100.0% | Q1 2026 | May 13, 2026 |
| Crawford Fund Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -26,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Ulysses Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,123 | -100.0% | Q1 2026 | May 15, 2026 |
| RPO LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,768 | -100.0% | Q1 2026 | May 12, 2026 |
| Covestor Ltd | History | Reduced | 152 | 0 | — | 0.03% | — | -18,757 | -99.2% | Q1 2026 | May 05, 2026 |
| Sippican Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -18,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Scientech Research LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -16,440 | -100.0% | Q1 2026 | May 15, 2026 |
| Lido Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,005 | -100.0% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,661 | -100.0% | Q1 2026 | May 15, 2026 |
| B. Riley Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,500 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -13,151 | -100.0% | Q1 2026 | May 13, 2026 |
| South Shore Capital Advisors | History | Closed out | 0 | 0 | — | 0.03% | — | -12,000 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -11,097 | -100.0% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,115 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -6,200 | -100.0% | Q1 2026 | May 08, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,589 | -100.0% | Q1 2026 | May 15, 2026 |
| Merited Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,345 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Quarry LP | History | New | 429 | 0 | — | — | — | +429 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 371 | 0 | — | — | — | +371 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 528 | 0 | — | — | — | +311 | 143.32% | Q1 2026 | May 07, 2026 |
| US BANCORP \DE\ | History | New | 134 | 0 | — | — | — | +134 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 248 | 0 | — | — | — | +133 | 115.65% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 125 | 0 | — | — | — | +125 | New | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | New | 113 | 0 | — | — | — | +113 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Added to | 110 | 0 | — | — | — | +105 | 2100.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 16 | 0 | — | — | — | -15 | -48.39% | Q1 2026 | Apr 07, 2026 |
| SJS Investment Consulting Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 23, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 415 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| DV EQUITIES, LLC | History | No change | 166 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |