BANK OF HAWAII CORP - BOH
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 | Reduced | 5,824,520 | 432,470 | 0.01% | 0.01% | 1 | -994 | -0.02% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,565,434 | 312,138 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,522,832 | 187,320 | 0.01% | — | 3 | +2,522,832 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 2,237,084 | 166,103 | 0.01% | 0.0% | 4 | +59,545 | 2.73% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 1,999,381 | 148,454 | 0.44% | 0.36% | 5 | +18,934 | 0.96% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,790,730 | 132,961 | 0.0% | — | 6 | +1,790,730 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,106,873 | 82,181 | 0.02% | 0.02% | 7 | +22,356 | 2.06% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 998,742 | 74,156 | 0.01% | 0.01% | 8 | +57,469 | 6.11% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 967,711 | 71,852 | 0.04% | 0.03% | 9 | +209,059 | 27.56% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 957,202 | 71,086 | 0.0% | 0.0% | 10 | +33,842 | 3.67% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 542,873 | 40,308 | 0.0% | 0.01% | 11 | -322,511 | -37.27% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 521,800 | 38,743 | 0.01% | 0.01% | 12 | +9,248 | 1.8% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 498,002 | 36,976 | 0.01% | 0.01% | 13 | +6,815 | 1.39% | Q1 2026 | Apr 30, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Added to | 493,580 | 36,648 | 1.39% | 0.3% | 14 | +373,040 | 309.47% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 484,270 | 35,957 | 0.01% | 0.01% | 15 | +155,506 | 47.3% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 467,629 | 34,721 | 0.02% | 0.02% | 16 | -101,382 | -17.82% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 463,100 | 34,385 | 0.65% | — | 17 | +463,100 | New | Q1 2026 | Apr 24, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 461,450 | 34,262 | 0.01% | 0.01% | 18 | -11,328 | -2.4% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 435,314 | 32,322 | 0.0% | 0.0% | 19 | -92,552 | -17.53% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 424,910 | 31,549 | 0.03% | 0.05% | 20 | -54,530 | -11.37% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 415,064 | 30,818 | 0.0% | 0.0% | 21 | +9,700 | 2.39% | Q1 2026 | May 14, 2026 |
| 140 Summer Partners LP | History | New | 402,465 | 29,883 | 1.83% | — | 22 | +402,465 | New | Q1 2026 | May 14, 2026 |
| Capital International Investors | History | New | 368,997 | 27,398 | 0.01% | — | 23 | +368,997 | New | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 360,138 | 26,740 | 0.0% | 0.0% | 24 | +258,508 | 254.36% | Q1 2026 | May 15, 2026 |
| Newport Trust Company, LLC | History | Reduced | 347,220 | 25,781 | 0.06% | 0.06% | 25 | -819 | -0.24% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 331,220 | 24,593 | 0.03% | 0.06% | 26 | -362,883 | -52.28% | Q1 2026 | May 15, 2026 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | History | Added to | 316,665 | 23,512 | 1.11% | 0.55% | 27 | +116,082 | 57.87% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 315,070 | 23,214 | 0.01% | 0.01% | 28 | +38,951 | 14.11% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 295,956 | 21,974 | 0.04% | 0.02% | 29 | +143,568 | 94.21% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 271,248 | 20,140 | 0.01% | — | 30 | +271,248 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 294,500 | 20,134 | 0.04% | 0.04% | 31 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 256,739 | 19,063 | 0.03% | 0.02% | 32 | +9,582 | 3.88% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 232,302 | 16,886 | 0.01% | 0.0% | 33 | +228,372 | 5810.99% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 225,149 | 16,717 | 0.0% | 0.0% | 34 | +27,157 | 13.72% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 195,537 | 14,518 | 0.02% | 0.0% | 35 | +171,471 | 712.5% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 194,235 | 14,421 | 0.01% | 0.01% | 36 | +4,150 | 2.18% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Reduced | 161,270 | 11,974 | 0.0% | 0.0% | 37 | -9,038 | -5.31% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 160,214 | 11,895 | 0.0% | 0.0% | 38 | -46,959 | -22.67% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 151,536 | 11,251 | 0.01% | 0.0% | 39 | +114,305 | 307.02% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 147,389 | 10,943 | 0.38% | 0.1% | 40 | +97,577 | 195.89% | Q1 2026 | May 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 142,785 | 10,601 | 0.08% | 0.06% | 41 | +27,012 | 23.33% | Q1 2026 | Apr 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 142,350 | 10,569 | 0.03% | 0.03% | 42 | +4,687 | 3.4% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 131,271 | 9,746 | 0.0% | 0.0% | 43 | +34,584 | 35.77% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 126,357 | 9,382 | 0.0% | 0.0% | 44 | -6,135 | -4.63% | Q1 2026 | May 05, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | New | 117,700 | 8,739 | 2.53% | — | 45 | +117,700 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 115,210 | 8,554 | 0.0% | 0.0% | 46 | +30,028 | 35.25% | Q1 2026 | May 15, 2026 |
| Marble Harbor Investment Counsel, LLC | History | Added to | 113,509 | 8,428 | 0.91% | 0.82% | 47 | +1,310 | 1.17% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 110,181 | 8,180 | 0.01% | 0.01% | 48 | +2,638 | 2.45% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 107,600 | 7,989 | 0.01% | 0.02% | 49 | -41,500 | -27.83% | Q1 2026 | May 14, 2026 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | History | No change | 101,600 | 7,543 | 0.05% | 0.04% | 50 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 107,392 | 7,342 | 0.0% | 0.0% | 51 | +12,963 | 13.73% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 97,923 | 7,270 | 0.0% | 0.0% | 52 | +35,723 | 57.43% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 97,034 | 7,204 | 0.01% | 0.01% | 53 | -36 | -0.04% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 93,866 | 6,969 | 0.0% | 0.0% | 54 | -8,352 | -8.17% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 93,210 | 6,920 | 0.0% | 0.0% | 55 | -10,426 | -10.06% | Q1 2026 | May 13, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 78,872 | 5,856 | 0.43% | 0.46% | 56 | -24,403 | -23.63% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 78,437 | 5,823 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Holocene Advisors, LP | History | Added to | 75,489 | 5,605 | 0.01% | 0.01% | 58 | +15,730 | 26.32% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | Added to | 75,129 | 5,578 | 0.82% | 0.22% | 59 | +55,305 | 278.98% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 75,149 | 5,467 | 0.0% | 0.0% | 60 | -3,035 | -3.88% | Q1 2026 | May 13, 2026 |
| AR ASSET MANAGEMENT INC | History | Reduced | 71,760 | 5,328 | 1.03% | 1.02% | 61 | -1,000 | -1.37% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 68,422 | 5,080 | 0.01% | 0.0% | 62 | +50,032 | 272.06% | Q1 2026 | May 08, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 65,991 | 4,900 | 0.02% | 0.01% | 63 | -1,287 | -1.91% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 60,808 | 4,509 | 0.01% | 0.0% | 64 | +25,659 | 73.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 58,587 | 4,367 | 0.0% | 0.0% | 65 | -31,515 | -34.98% | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 56,592 | 4,201 | 0.0% | 0.0% | 66 | +3,885 | 7.37% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 55,541 | 4,123 | 0.0% | 0.0% | 67 | +262 | 0.47% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 51,678 | 3,838 | 0.0% | 0.0% | 68 | +7,214 | 16.22% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 51,059 | 3,791 | 0.0% | 0.0% | 69 | +13,864 | 37.27% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 45,766 | 3,398 | 0.0% | 0.0% | 70 | -3,029 | -6.21% | Q1 2026 | May 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 44,731 | 3,321 | 0.01% | 0.01% | 71 | -6,608 | -12.87% | Q1 2026 | May 15, 2026 |
| BANK OF HAWAII | History | Reduced | 42,637 | 3,165 | 0.17% | 0.14% | 72 | -285 | -0.66% | Q1 2026 | May 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | New | 41,500 | 3,081 | 0.61% | — | 73 | +41,500 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 37,943 | 2,817 | 0.11% | — | 74 | +37,943 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 36,733 | 2,727 | 0.0% | 0.0% | 75 | +5,909 | 19.17% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 36,379 | 2,701 | 0.0% | — | 76 | +36,379 | New | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 35,098 | 2,606 | 0.01% | 0.01% | 77 | -19,066 | -35.2% | Q1 2026 | Apr 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 34,127 | 2,539 | 0.0% | 0.0% | 78 | -1,320 | -3.72% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 34,020 | 2,525 | 0.0% | 0.0% | 79 | +4,015 | 13.38% | Q1 2026 | May 13, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 32,162 | 2,388 | 0.01% | — | 80 | +32,162 | New | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Reduced | 29,980 | 2,225 | 0.0% | 0.0% | 81 | -1,851 | -5.82% | Q1 2026 | May 06, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 29,223 | 2,169 | 0.03% | 0.02% | 82 | -500 | -1.68% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 28,666 | 2,128 | 0.0% | 0.0% | 83 | -51,219 | -64.12% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 27,713 | 2,057 | 0.01% | 0.0% | 84 | +27,496 | 12670.97% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 27,642 | 2,052 | 0.0% | 0.0% | 85 | +1,226 | 4.64% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 26,629 | 1,977 | 0.0% | 0.0% | 86 | -782 | -2.85% | Q1 2026 | May 01, 2026 |
| Cerity Partners LLC | History | Added to | 25,744 | 1,911 | 0.0% | 0.0% | 87 | +855 | 3.44% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 23,805 | 1,767 | 0.0% | 0.01% | 88 | -14,371 | -37.64% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 23,361 | 1,734 | 0.0% | 0.0% | 89 | +998 | 4.46% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Added to | 22,696 | 1,685 | 0.01% | 0.01% | 90 | +330 | 1.48% | Q1 2026 | Apr 15, 2026 |
| Harrington Investments, INC | History | Added to | 21,950 | 1,629 | 0.86% | 0.71% | 91 | +1,300 | 6.3% | Q1 2026 | Apr 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 21,817 | 1,619 | 0.02% | 0.02% | 92 | +5,037 | 30.02% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 21,751 | 1,615 | 0.01% | 0.01% | 93 | +250 | 1.16% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 21,404 | 1,589 | 0.02% | 0.02% | 94 | -627 | -2.85% | Q1 2026 | Apr 20, 2026 |
| SEI INVESTMENTS CO | History | Added to | 21,039 | 1,562 | 0.0% | 0.0% | 95 | +6,082 | 40.66% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 20,799 | 1,544 | 0.0% | 0.0% | 96 | +223 | 1.08% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 20,784 | 1,543 | 0.02% | 0.02% | 97 | +441 | 2.17% | Q1 2026 | May 05, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 20,127 | 1,492 | 0.0% | 0.0% | 98 | +2,508 | 14.23% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 19,658 | 1,459 | 0.03% | 0.01% | 99 | +16,017 | 439.91% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 19,495 | 1,447 | 0.0% | 0.0% | 100 | +10,587 | 118.85% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 19,395 | 1,440 | 0.09% | 0.08% | 101 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| AlphaQuest LLC | History | No change | 20,293 | 1,387 | 0.08% | 0.08% | 102 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,478 | 1,371 | 0.0% | 0.0% | 103 | +172 | 0.94% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 17,667 | 1,311 | 0.0% | 0.0% | 104 | -121 | -0.68% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 17,600 | 1,306 | 0.02% | 0.02% | 105 | -600 | -3.3% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 17,529 | 1,301 | 0.0% | 0.0% | 107 | +2,585 | 17.3% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,501 | 1,301 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| FIRST HAWAIIAN BANK | History | No change | 17,422 | 1,293 | 0.18% | 0.16% | 108 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| WINTON GROUP Ltd | History | Added to | 16,709 | 1,240 | 0.04% | 0.04% | 109 | +1,231 | 7.95% | Q1 2026 | May 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 16,114 | 1,196 | 0.02% | 0.02% | 110 | -206 | -1.26% | Q1 2026 | Apr 10, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 15,870 | 1,178 | 0.0% | 0.0% | 111 | +2,288 | 16.85% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 15,785 | 1,172 | 0.0% | — | 112 | +15,785 | New | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | Added to | 14,337 | 1,065 | 0.0% | 0.0% | 113 | +5,300 | 58.65% | Q1 2026 | Apr 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 13,800 | 1,024 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CENTAURUS FINANCIAL, INC. | History | New | 13,647 | 1,013 | 0.05% | — | 115 | +13,647 | New | Q1 2026 | May 18, 2026 |
| Sepio Capital, LP | History | Reduced | 13,575 | 1,007 | 0.05% | 0.05% | 116 | -1 | -0.01% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | New | 13,559 | 1,006 | 0.0% | — | 117 | +13,559 | New | Q1 2026 | May 08, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 13,323 | 989 | 0.02% | 0.02% | 118 | -220 | -1.62% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,142 | 960 | 0.0% | 0.0% | 119 | +6,916 | 61.61% | Q1 2026 | Apr 08, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 12,421 | 922 | 0.0% | 0.0% | 120 | +12,241 | 6800.56% | Q1 2026 | May 01, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 12,231 | 908 | 0.0% | 0.0% | 121 | -37,381 | -75.35% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 12,131 | 900 | 0.0% | 0.0% | 122 | -1,500 | -11.0% | Q1 2026 | May 06, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 11,941 | 886 | 0.0% | 0.0% | 123 | +1,565 | 15.08% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 11,709 | 869 | 0.0% | 0.0% | 124 | +3,300 | 39.24% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 11,667 | 866 | 0.07% | 0.0% | 125 | +11,489 | 6454.49% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,441 | 849 | 0.01% | 0.01% | 126 | -102 | -0.88% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 12,327 | 842 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 11,312 | 839 | 0.0% | 0.0% | 128 | +48 | 0.43% | Q1 2026 | Apr 30, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 11,108 | 824 | 0.02% | 0.03% | 129 | -647 | -5.5% | Q1 2026 | Apr 09, 2026 |
| Arizona State Retirement System | History | Reduced | 10,932 | 811 | 0.0% | 0.0% | 130 | -170 | -1.53% | Q1 2026 | May 01, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 10,861 | 806 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,606 | 787 | 0.01% | 0.01% | 132 | -127 | -1.18% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,448 | 775 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,355 | 768 | 0.0% | 0.0% | 134 | -769 | -6.91% | Q1 2026 | May 05, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,985 | 741 | 0.01% | 0.01% | 135 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,839 | 730 | 0.0% | 0.0% | 136 | -10 | -0.1% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 9,644 | 716 | 0.01% | 0.01% | 137 | -6,018 | -38.42% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 9,518 | 706 | 0.0% | — | 138 | +9,518 | New | Q1 2026 | Apr 30, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 9,277 | 688 | 0.0% | 0.0% | 139 | -105 | -1.12% | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,128 | 677 | 0.0% | 0.0% | 140 | -96,701 | -91.37% | Q1 2026 | May 12, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 9,039 | 671 | 0.0% | 0.0% | 142 | +784 | 9.5% | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 9,048 | 671 | 0.01% | 0.01% | 141 | -100 | -1.09% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,832 | 655 | 0.0% | — | 143 | +8,832 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,800 | 653 | 0.0% | 0.0% | 144 | +400 | 4.76% | Q1 2026 | Apr 29, 2026 |
| SG Americas Securities, LLC | History | Reduced | 8,501 | 631 | 0.0% | 0.0% | 145 | -21,101 | -71.28% | Q1 2026 | Apr 16, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 8,474 | 629 | 0.0% | 0.0% | 146 | +4,425 | 109.29% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Reduced | 8,146 | 604 | 0.0% | 0.0% | 147 | -1,266 | -13.45% | Q1 2026 | May 12, 2026 |
| Atria Investments, Inc | History | Added to | 7,937 | 589 | 0.01% | 0.0% | 148 | +1,637 | 25.98% | Q1 2026 | May 05, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 7,681 | 570 | 0.0% | 0.0% | 149 | -143 | -1.83% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,618 | 565 | 0.0% | 0.0% | 150 | +246 | 3.34% | Q1 2026 | May 08, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 7,208 | 524 | 0.09% | — | 151 | +7,208 | New | Q1 2026 | May 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | New | 6,887 | 511 | 0.08% | — | 152 | +6,887 | New | Q1 2026 | May 13, 2026 |
| Callan Family Office, LLC | History | Added to | 6,863 | 509 | 0.01% | 0.01% | 153 | +850 | 14.14% | Q1 2026 | May 13, 2026 |
| Amundi | History | Added to | 6,689 | 496 | 0.0% | 0.0% | 154 | +911 | 15.77% | Q1 2026 | May 15, 2026 |
| J.W. COLE ADVISORS, INC. | History | Reduced | 6,615 | 491 | 0.02% | 0.01% | 155 | -193 | -2.83% | Q1 2026 | Apr 23, 2026 |
| Tidal Investments LLC | History | Added to | 6,374 | 473 | 0.0% | 0.0% | 156 | +188 | 3.04% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 6,133 | 455 | 0.0% | 0.0% | 157 | -1,522 | -19.88% | Q1 2026 | Apr 24, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 6,037 | 448 | 0.0% | 0.0% | 158 | -22 | -0.36% | Q1 2026 | Apr 22, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 5,853 | 434 | 0.01% | 0.01% | 159 | +507 | 9.48% | Q1 2026 | May 05, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 5,829 | 432 | 0.04% | — | 161 | +5,829 | New | Q1 2026 | May 12, 2026 |
| &PARTNERS | History | Added to | 5,823 | 432 | 0.0% | 0.0% | 160 | +1,949 | 50.31% | Q1 2026 | May 15, 2026 |
| Vancity Investment Management Ltd | History | Reduced | 5,804 | 431 | 0.07% | 0.06% | 162 | -135 | -2.27% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,801 | 430 | 0.01% | 0.01% | 163 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Krilogy Financial LLC | History | Reduced | 5,359 | 420 | 0.01% | 0.01% | 164 | -119 | -2.17% | Q1 2026 | Apr 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 24,473 | 417 | 0.01% | 0.01% | 165 | -229 | -0.93% | Q1 2026 | Apr 22, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 5,594 | 415 | 0.02% | 0.02% | 166 | +17 | 0.3% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 5,132 | 408 | 0.02% | 0.02% | 167 | +1,077 | 26.56% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Reduced | 5,297 | 396 | 0.01% | 0.01% | 168 | -2,812 | -34.68% | Q1 2026 | Apr 08, 2026 |
| SYON CAPITAL LLC | History | Added to | 5,257 | 390 | 0.02% | 0.01% | 169 | +2,266 | 75.76% | Q1 2026 | May 13, 2026 |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC | History | No change | 5,250 | 389 | 0.02% | 0.02% | 170 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 5,143 | 381 | 0.0% | 0.0% | 171 | -42 | -0.81% | Q1 2026 | May 05, 2026 |
| Odyssean, LLC | History | New | 5,046 | 374 | 0.14% | — | 172 | +5,046 | New | Q1 2026 | May 15, 2026 |
| GTS SECURITIES LLC | History | New | 4,988 | 370 | 0.01% | — | 173 | +4,988 | New | Q1 2026 | May 14, 2026 |
| CHICAGO TRUST Co NA | History | No change | 4,898 | 363 | 0.06% | 0.05% | 174 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Allworth Financial LP | History | Reduced | 4,868 | 361 | 0.0% | 0.0% | 175 | -811 | -14.28% | Q1 2026 | May 14, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 4,773 | 354 | 0.03% | 0.02% | 176 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,674 | 347 | 0.0% | 0.0% | 177 | -500 | -9.66% | Q1 2026 | May 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 4,663 | 346 | 0.02% | — | 178 | +4,663 | New | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 4,621 | 343 | 0.0% | 0.0% | 179 | -9,899 | -68.17% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,553 | 338 | 0.0% | 0.0% | 180 | +6 | 0.13% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 4,529 | 336 | 0.0% | 0.0% | 181 | +771 | 20.52% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 4,416 | 327 | 0.0% | 0.0% | 183 | -204 | -4.42% | Q1 2026 | May 13, 2026 |
| DAVIDSON TRUST CO | History | No change | 4,415 | 327 | 0.14% | 0.13% | 182 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 4,378 | 325 | 0.01% | — | 184 | +4,378 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,360 | 323 | 0.0% | 0.0% | 185 | -264 | -5.71% | Q1 2026 | Apr 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,304 | 320 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HB Wealth Management, LLC | History | Added to | 4,287 | 318 | 0.0% | 0.0% | 187 | +1,111 | 34.98% | Q1 2026 | Apr 27, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | New | 4,279 | 317 | 0.0% | — | 188 | +4,279 | New | Q1 2026 | May 04, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 4,267 | 316 | 0.03% | 0.03% | 189 | +253 | 6.3% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | New | 4,112 | 305 | 0.01% | — | 191 | +4,112 | New | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 4,470 | 305 | 0.01% | 0.01% | 190 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 4,392 | 302 | 0.1% | — | 192 | +4,392 | New | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,065 | 301 | 0.0% | 0.0% | 193 | +71 | 1.78% | Q1 2026 | May 14, 2026 |
| MAIRS & POWER INC | History | No change | 4,000 | 297 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bayforest Capital Ltd | History | New | 3,992 | 296 | 0.33% | — | 195 | +3,992 | New | Q1 2026 | Apr 15, 2026 |
| Calamos Advisors LLC | History | New | 3,947 | 293 | 0.0% | — | 196 | +3,947 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 3,947 | 293 | 0.01% | — | 197 | +3,947 | New | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,944 | 292 | 0.0% | 0.0% | 198 | -1,001 | -20.24% | Q1 2026 | May 14, 2026 |
| Advisor OS, LLC | History | New | 3,914 | 290 | 0.02% | — | 199 | +3,914 | New | Q1 2026 | May 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 3,867 | 287 | 0.0% | — | 200 | +3,867 | New | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Reduced | 3,810 | 282 | 0.0% | 0.0% | 201 | -104 | -2.66% | Q1 2026 | May 12, 2026 |
| RBO & CO LLC | History | No change | 3,773 | 280 | 0.05% | 0.04% | 202 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 3,739 | 277 | 0.0% | 0.0% | 203 | +626 | 20.11% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,683 | 273 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Reduced | 3,621 | 268 | 0.0% | 0.0% | 205 | -313 | -7.96% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 3,489 | 259 | 0.01% | 0.01% | 206 | -3,100 | -47.05% | Q1 2026 | Apr 24, 2026 |
| AE Wealth Management LLC | History | Added to | 3,458 | 256 | 0.0% | 0.0% | 207 | +80 | 2.37% | Q1 2026 | May 13, 2026 |
| CADINHA & CO LLC | History | No change | 3,389 | 251 | 0.05% | 0.04% | 208 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,376 | 250 | 0.01% | 0.0% | 209 | +1,930 | 133.47% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | New | 3,349 | 248 | 0.05% | — | 210 | +3,349 | New | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 3,290 | 244 | 0.01% | 0.01% | 211 | +77 | 2.4% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 3,212 | 238 | 0.0% | 0.0% | 212 | +10 | 0.31% | Q1 2026 | Apr 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,198 | 237 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 3,200 | 237 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| First Affirmative Financial Network | History | New | 3,165 | 235 | 0.09% | — | 215 | +3,165 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 3,092 | 229 | 0.0% | 0.0% | 216 | +226 | 7.89% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,045 | 226 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 3,038 | 225 | 0.0% | 0.0% | 218 | +37 | 1.23% | Q1 2026 | May 26, 2026 |
| DF DENT & CO INC | History | No change | 3,025 | 224 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | No change | 3,000 | 222 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Chicago Partners Investment Group LLC | History | New | 2,794 | 218 | 0.0% | — | 221 | +2,794 | New | Q1 2026 | May 04, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 2,931 | 217 | 0.0% | 0.0% | 222 | +14 | 0.48% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 2,897 | 215 | 0.0% | 0.0% | 224 | -644 | -18.19% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Added to | 2,908 | 215 | 0.0% | 0.0% | 223 | +1 | 0.03% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 2,891 | 214 | 0.01% | 0.01% | 225 | -240 | -7.67% | Q1 2026 | May 13, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 2,879 | 213 | 0.0% | 0.0% | 226 | -67 | -2.27% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | New | 2,794 | 207 | 0.0% | — | 227 | +2,794 | New | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | New | 2,764 | 205 | 0.0% | — | 228 | +2,764 | New | Q1 2026 | May 12, 2026 |
| nVerses Capital, LLC | History | New | 2,749 | 204 | 0.19% | — | 229 | +2,749 | New | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 2,721 | 202 | 0.01% | 0.0% | 230 | +1,965 | 259.92% | Q1 2026 | Apr 06, 2026 |
| Merit Financial Group, LLC | History | New | 2,719 | 201 | 0.0% | — | 231 | +2,719 | New | Q1 2026 | Apr 15, 2026 |
| Caprock Group, LLC | History | New | 2,701 | 200 | 0.0% | — | 232 | +2,701 | New | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | No change | 2,570 | 190 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 2,318 | 172 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,192 | 162 | 0.0% | 0.0% | 235 | +8 | 0.37% | Q1 2026 | Jun 02, 2026 |
| State of Wyoming | History | New | 2,119 | 157 | 0.02% | — | 236 | +2,119 | New | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,022 | 150 | 0.0% | 0.0% | 237 | +502 | 33.03% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,965 | 145 | 0.0% | 0.0% | 238 | -39 | -1.95% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,833 | 139 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,870 | 138 | 0.01% | 0.01% | 240 | +1,061 | 131.15% | Q1 2026 | Apr 06, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,642 | 123 | 0.0% | 0.0% | 241 | +906 | 123.1% | Q1 2026 | Apr 07, 2026 |
| CKW FINANCIAL GROUP | History | No change | 1,562 | 117 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| KBC Group NV | History | No change | 1,471 | 109 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | No change | 1,440 | 106 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CoreFirst Bank & Trust | History | Added to | 1,410 | 104 | 0.06% | 0.05% | 245 | +180 | 14.63% | Q1 2026 | Jun 03, 2026 |
| Covestor Ltd | History | Reduced | 1,136 | 84 | 0.06% | 0.08% | 246 | -1,143 | -50.15% | Q1 2026 | May 05, 2026 |
| Twin Lakes Capital Management, LLC | History | Added to | 997 | 74 | 0.03% | 0.03% | 247 | +10 | 1.01% | Q1 2026 | May 18, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 985 | 73 | 0.0% | 0.0% | 248 | +185 | 23.13% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 957 | 71 | 0.0% | — | 249 | +957 | New | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 915 | 67 | 0.0% | 0.0% | 250 | +283 | 44.78% | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Added to | 850 | 63 | 0.0% | 0.0% | 251 | +105 | 14.09% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 676 | 49 | 0.0% | 0.0% | 252 | -1,050 | -60.83% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 649 | 48 | 0.0% | 0.0% | 253 | +6 | 0.93% | Q1 2026 | Apr 13, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 3,000 | 46 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 607 | 45 | 0.0% | 0.0% | 255 | +6 | 1.0% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Added to | 593 | 44 | 0.0% | 0.0% | 256 | +2 | 0.34% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 539 | 40 | 0.0% | 0.0% | 257 | +53 | 10.91% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | No change | 500 | 37 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Essential Partners LLC | History | No change | 494 | 36 | 0.01% | 0.01% | 259 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Pflug Koory, LLC | History | No change | 474 | 35 | 0.02% | 0.01% | 260 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Western Wealth Management, LLC | History | New | 450 | 33 | 0.0% | — | 262 | +450 | New | Q1 2026 | May 19, 2026 |
| PRIVATE TRUST CO NA | History | No change | 450 | 33 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 442 | 32 | 0.0% | 0.0% | 263 | -6,389 | -93.53% | Q1 2026 | May 15, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | Reduced | 400 | 29 | 0.01% | 0.02% | 264 | -175 | -30.43% | Q1 2026 | May 05, 2026 |
| Peterson Wealth Services | History | No change | 400 | 29 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 381 | 28 | 0.0% | 0.0% | 266 | -36 | -8.63% | Q1 2026 | Apr 27, 2026 |
| WHITTIER TRUST CO | History | No change | 315 | 24 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 323 | 23 | 0.0% | 0.0% | 268 | -67 | -17.18% | Q1 2026 | Apr 07, 2026 |
| ADIRONDACK TRUST CO | History | No change | 300 | 22 | 0.01% | 0.01% | 269 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 290 | 21 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | No change | 293 | 21 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 277 | 20 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Kemnay Advisory Services Inc. | History | New | 260 | 19 | 0.0% | — | 273 | +260 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 253 | 18 | 0.0% | 0.0% | 275 | +112 | 79.43% | Q1 2026 | Apr 24, 2026 |
| BESSEMER GROUP INC | History | Added to | 254 | 18 | 0.0% | 0.0% | 274 | +66 | 35.11% | Q1 2026 | May 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 224 | 16 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 206 | 15 | 0.0% | 0.0% | 277 | +134 | 186.11% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 208 | 15 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 200 | 14 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 200 | 14 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Mosley Wealth Management | History | New | 156 | 10 | 0.0% | — | 283 | +156 | New | Q1 2026 | Apr 27, 2026 |
| Quent Capital, LLC | History | Reduced | 141 | 10 | 0.0% | 0.0% | 282 | -37 | -20.79% | Q1 2026 | Apr 28, 2026 |
| Stone House Investment Management, LLC | History | Added to | 141 | 10 | 0.0% | 0.0% | 281 | +16 | 12.8% | Q1 2026 | Apr 22, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | No change | 127 | 9 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Added to | 121 | 8 | 0.0% | 0.0% | 287 | +67 | 124.07% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 111 | 8 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 125 | 8 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 104 | 7 | 0.0% | 0.01% | 290 | -86,664 | -99.88% | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 7 | 0.0% | 0.0% | 288 | -300 | -75.0% | Q1 2026 | May 12, 2026 |
| JPL Wealth Management, LLC | History | New | 100 | 7 | 0.0% | — | 291 | +100 | New | Q1 2026 | May 08, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 100 | 7 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Align Financial, LLC | History | Reduced | 86 | 6 | 0.0% | 0.0% | 294 | -5,794 | -98.54% | Q1 2026 | May 08, 2026 |
| NBC SECURITIES, INC. | History | No change | 91 | 6 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 89 | 6 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 78 | 5 | 0.0% | 0.0% | 295 | -100 | -56.18% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 76 | 5 | 0.0% | — | 302 | +76 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | Added to | 75 | 5 | 0.0% | 0.0% | 298 | +7 | 10.29% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Added to | 74 | 5 | 0.0% | 0.0% | 297 | +1 | 1.37% | Q1 2026 | Apr 27, 2026 |
| Triumph Capital Management | History | No change | 79 | 5 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Planning,Inc | History | No change | 70 | 5 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Meramec Financial Planners, LLC | History | No change | 72 | 5 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 78 | 5 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | Reduced | 58 | 4 | 0.0% | 0.0% | 304 | -245 | -80.86% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 56 | 4 | 0.0% | — | 306 | +56 | New | Q1 2026 | Apr 29, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 54 | 4 | 0.0% | 0.0% | 305 | +37 | 217.65% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 54 | 4 | 0.0% | 0.0% | 303 | -23 | -29.87% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | New | 48 | 3 | 0.0% | — | 309 | +48 | New | Q1 2026 | Apr 20, 2026 |
| TD Capital Management LLC | History | No change | 42 | 3 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 43 | 3 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 38 | 2 | 0.0% | — | 314 | +38 | New | Q1 2026 | Apr 14, 2026 |
| Kilter Group LLC | History | New | 30 | 2 | 0.0% | — | 315 | +30 | New | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 32 | 2 | 0.0% | 0.0% | 312 | +17 | 113.33% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 32 | 2 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | No change | 27 | 2 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 38 | 2 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 20 | 1 | 0.0% | 0.0% | 319 | +4 | 25.0% | Q1 2026 | May 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 23 | 1 | 0.0% | 0.0% | 316 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Manchester Capital Management LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | No change | 14 | 1 | 0.0% | — | 318 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.12% | — | -216,765 | -100.0% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -83,080 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -82,086 | -100.0% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.04% | — | -71,364 | -100.0% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -48,073 | -100.0% | Q1 2026 | May 15, 2026 |
| Ruffer LLP | History | Closed out | 0 | 0 | — | 0.14% | — | -45,370 | -100.0% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -37,943 | -100.0% | Q1 2026 | May 15, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.01% | — | -34,152 | -100.0% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -31,161 | -100.0% | Q1 2026 | May 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -27,529 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -26,989 | -100.0% | Q1 2026 | May 07, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.02% | — | -21,104 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -18,099 | -100.0% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -14,697 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -9,537 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,698 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,563 | -100.0% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,445 | -100.0% | Q1 2026 | May 14, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -4,148 | -100.0% | Q1 2026 | May 11, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -3,966 | -100.0% | Q1 2026 | May 15, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -3,877 | -100.0% | Q1 2026 | May 20, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,600 | -100.0% | Q1 2026 | May 15, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,580 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -973 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -345 | -100.0% | Q1 2026 | May 08, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 15, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30 | -100.0% | Q1 2026 | May 06, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Atlantic Union Bankshares Corp | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 30, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 10 | 0 | — | — | — | +7 | 233.33% | Q1 2026 | May 06, 2026 |
| TIAA Wealth Investment Management LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 12, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 9 | 0 | — | — | — | +5 | 125.0% | Q1 2026 | Apr 21, 2026 |
| Horizon Investments, LLC | History | Added to | 8 | 0 | — | — | — | +4 | 100.0% | Q1 2026 | May 14, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 17, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 2 | 0 | — | — | — | -3 | -60.0% | Q1 2026 | Apr 27, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 7 | 0 | — | — | — | +3 | 75.0% | Q1 2026 | Apr 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 13 | 0 | — | — | — | +3 | 30.0% | Q1 2026 | Apr 23, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +2 | 50.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| SouthState Bank Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| DecisionPoint Financial, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |