Baldwin Insurance Group, Inc. - BWIN
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 13,954,062 | 306,152 | 0.02% | 0.01% | 1 | +3,157,711 | 29.25% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 6,851,874 | 164,650 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,794,492 | 149,071 | 0.49% | 0.51% | 3 | -749,321 | -9.93% | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 6,651,300 | 145,929 | 0.0% | 0.0% | 4 | +1,330,138 | 25.0% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 3,918,087 | 85,962 | 0.02% | 0.01% | 5 | +1,044,200 | 36.33% | Q1 2026 | May 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,475,131 | 76,244 | 0.0% | — | 6 | +3,475,131 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 3,464,919 | 76,020 | 0.0% | — | 7 | +3,464,919 | New | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Reduced | 2,710,068 | 59,458 | 0.18% | 0.2% | 8 | -300,360 | -9.98% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 2,577,196 | 56,543 | 0.41% | 0.56% | 9 | -274,322 | -9.62% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,473,254 | 54,263 | 0.0% | 0.0% | 10 | +341,635 | 16.03% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,151,033 | 47,202 | 0.0% | 0.0% | 11 | +412,901 | 23.76% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 1,979,883 | 43,439 | 0.07% | 0.07% | 12 | +117,227 | 6.29% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,803,207 | 39,562 | 0.0% | 0.0% | 13 | +1,280,249 | 244.81% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 1,717,538 | 37,682 | 6.03% | 0.07% | 14 | +1,702,189 | 11089.9% | Q1 2026 | May 06, 2026 |
| Capital International Investors | History | Reduced | 1,643,557 | 36,059 | 0.01% | 0.01% | 15 | -1,974,575 | -54.57% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 1,572,803 | 34,508 | 0.02% | 0.01% | 16 | +1,120,577 | 247.79% | Q1 2026 | May 15, 2026 |
| NOMURA HOLDINGS INC | History | New | 1,543,018 | 33,853 | 0.09% | — | 17 | +1,543,018 | New | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Reduced | 1,542,849 | 33,850 | 0.01% | 0.01% | 18 | -1,474,222 | -48.86% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,333,871 | 29,265 | 0.01% | 0.01% | 19 | +191,482 | 16.76% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 1,266,825 | 27,794 | 0.0% | 0.0% | 20 | +580,507 | 84.58% | Q1 2026 | May 05, 2026 |
| Artisan Partners Limited Partnership | History | New | 1,217,970 | 26,722 | 0.04% | — | 21 | +1,217,970 | New | Q1 2026 | May 13, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Added to | 1,102,452 | 24,187 | 0.25% | 0.07% | 22 | +845,551 | 329.13% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Added to | 1,043,772 | 22,900 | 0.08% | 0.08% | 23 | +52,559 | 5.3% | Q1 2026 | May 12, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 1,034,260 | 22,691 | 0.29% | 0.89% | 24 | -2,616,150 | -71.67% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,028,729 | 22,570 | 0.01% | 0.01% | 25 | +35,650 | 3.59% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 937,693 | 20,572 | 0.1% | 0.07% | 26 | +318,401 | 51.41% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 881,885 | 19,348 | 0.01% | 0.01% | 27 | +98,600 | 12.59% | Q1 2026 | May 18, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 848,407 | 18,614 | 0.0% | 0.0% | 28 | +289,879 | 51.9% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 778,281 | 17,075 | 0.0% | 0.0% | 29 | -122,885 | -13.64% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Added to | 772,703 | 17,000 | 0.02% | 0.0% | 30 | +724,627 | 1507.25% | Q1 2026 | May 11, 2026 |
| Venator Management LLC | History | Reduced | 773,345 | 16,967 | 4.08% | 4.19% | 31 | -350 | -0.05% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 751,326 | 16,484 | 0.0% | 0.0% | 32 | +162,750 | 27.65% | Q1 2026 | May 14, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 703,308 | 15,430 | 0.34% | 0.29% | 33 | +120,458 | 20.67% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 698,180 | 15,318 | 0.02% | 0.01% | 34 | +478,370 | 217.63% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 682,472 | 14,973 | 0.0% | 0.0% | 35 | +302,819 | 79.76% | Q1 2026 | May 15, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 682,060 | 14,973 | 0.93% | 0.97% | 36 | -56,100 | -7.6% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 678,224 | 14,880 | 0.0% | 0.0% | 37 | +78,798 | 13.15% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 642,716 | 14,101 | 0.3% | 0.42% | 38 | -176,979 | -21.59% | Q1 2026 | May 13, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 638,637 | 14,011 | 0.22% | 0.21% | 39 | +59,134 | 10.2% | Q1 2026 | Apr 01, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 564,737 | 12,390 | 0.0% | — | 40 | +564,737 | New | Q1 2026 | May 08, 2026 |
| Man Group plc | History | New | 536,852 | 11,778 | 0.02% | — | 41 | +536,852 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 502,461 | 11,022 | 0.02% | 0.0% | 42 | +468,480 | 1378.65% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Reduced | 489,940 | 10,749 | 0.04% | 0.14% | 43 | -968,374 | -66.4% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 456,174 | 10,008 | 0.01% | 0.01% | 44 | +111,640 | 32.4% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 446,978 | 9,806 | 0.01% | 0.0% | 45 | +337,625 | 308.75% | Q1 2026 | May 15, 2026 |
| BECK MACK & OLIVER LLC | History | Added to | 427,085 | 9,370 | 0.19% | 0.13% | 46 | +137,310 | 47.39% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 424,138 | 9,335 | 0.0% | 0.0% | 47 | -898,894 | -67.94% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 404,820 | 8,881 | 0.01% | — | 48 | +404,820 | New | Q1 2026 | May 12, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 368,368 | 8,081 | 0.78% | 0.9% | 49 | -9,850 | -2.6% | Q1 2026 | May 04, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 367,911 | 8,071 | 0.02% | 0.02% | 50 | -19,567 | -5.05% | Q1 2026 | May 15, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | New | 363,453 | 7,974 | 0.27% | — | 51 | +363,453 | New | Q1 2026 | May 15, 2026 |
| 1776 Wealth LLC | History | New | 359,191 | 7,880 | 3.1% | — | 52 | +359,191 | New | Q1 2026 | May 08, 2026 |
| EQUITABLE TRUST CO | History | New | 282,998 | 6,208 | 0.29% | — | 53 | +282,998 | New | Q1 2026 | Apr 30, 2026 |
| Nuveen, LLC | History | Added to | 270,804 | 5,941 | 0.0% | 0.0% | 54 | +27,917 | 11.49% | Q1 2026 | Apr 30, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | New | 266,910 | 5,856 | 0.22% | — | 55 | +266,910 | New | Q1 2026 | Apr 23, 2026 |
| MAI Capital Management | History | Added to | 221,457 | 4,858 | 0.03% | 0.02% | 56 | +42,591 | 23.81% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 215,930 | 4,738 | 0.0% | 0.0% | 57 | +61,804 | 40.1% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 196,171 | 4,303 | 0.0% | 0.0% | 58 | +5,611 | 2.94% | Q1 2026 | May 13, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 184,180 | 4,040 | 0.08% | 0.08% | 59 | -930 | -0.5% | Q1 2026 | May 04, 2026 |
| SMITH CHAS P & ASSOCIATES PA CPAS | History | Added to | 150,183 | 3,295 | 0.18% | 0.07% | 60 | +92,923 | 162.28% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 144,959 | 3,180 | 0.0% | 0.0% | 61 | +25,976 | 21.83% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 140,710 | 3,087 | 0.0% | 0.0% | 62 | -39,203 | -21.79% | Q1 2026 | May 11, 2026 |
| Swiss National Bank | History | No change | 140,700 | 3,086 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 134,413 | 2,949 | 0.01% | 0.01% | 64 | +13,791 | 11.43% | Q1 2026 | May 14, 2026 |
| Summit Creek Advisors LLC | History | Reduced | 133,917 | 2,938 | 0.6% | 0.56% | 65 | -14,548 | -9.8% | Q1 2026 | May 06, 2026 |
| Pathway Financial Advisors LLC | History | No change | 128,718 | 2,876 | 0.36% | 0.4% | 66 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| XTX Topco Ltd | History | Added to | 122,105 | 2,678 | 0.05% | 0.02% | 67 | +97,979 | 406.11% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 106,223 | 2,552 | 0.0% | 0.0% | 68 | +24,080 | 29.31% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 114,948 | 2,521 | 0.01% | 0.0% | 69 | +114,210 | 15475.61% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 103,595 | 2,272 | 0.01% | 0.01% | 70 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 103,492 | 2,270 | 0.0% | 0.0% | 71 | +17,339 | 20.13% | Q1 2026 | May 12, 2026 |
| Madison Asset Management, LLC | History | Reduced | 103,324 | 2,266 | 0.03% | 0.03% | 72 | -958 | -0.92% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 100,095 | 2,196 | 0.0% | 0.0% | 73 | +87,340 | 684.75% | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 98,480 | 2,160 | 0.05% | 0.09% | 74 | -81,039 | -45.14% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 97,862 | 2,147 | 0.0% | 0.0% | 75 | +29,741 | 43.66% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 93,077 | 2,042 | 0.0% | — | 76 | +93,077 | New | Q1 2026 | May 05, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 90,230 | 1,979 | 0.11% | 0.04% | 77 | +57,714 | 177.49% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 83,508 | 1,866 | 0.0% | 0.0% | 78 | -55,107 | -39.76% | Q1 2026 | Apr 08, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 80,665 | 1,769 | 0.01% | 0.0% | 79 | +80,500 | 48787.88% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 79,759 | 1,749 | 0.0% | 0.0% | 80 | +19,806 | 33.04% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 79,193 | 1,737 | 0.0% | — | 81 | +79,193 | New | Q1 2026 | May 01, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 74,915 | 1,643 | 0.04% | 0.05% | 82 | -23,076 | -23.55% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Added to | 74,451 | 1,633 | 0.01% | 0.01% | 83 | +703 | 0.95% | Q1 2026 | Apr 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 72,402 | 1,588 | 0.0% | 0.0% | 84 | +12,873 | 21.62% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 70,102 | 1,538 | 0.0% | 0.0% | 85 | +8,690 | 14.15% | Q1 2026 | May 12, 2026 |
| Quadrant Private Wealth Management, LLC | History | Reduced | 62,701 | 1,375 | 0.21% | 0.26% | 86 | -4,200 | -6.28% | Q1 2026 | May 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 59,269 | 1,300 | 0.0% | 0.0% | 87 | -39,761 | -40.15% | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 59,046 | 1,295 | 0.0% | 0.0% | 88 | +15,963 | 37.05% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 56,750 | 1,245 | 0.0% | 0.0% | 89 | -15,218 | -21.15% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 55,233 | 1,211 | 0.0% | 0.0% | 90 | +27,593 | 99.83% | Q1 2026 | May 12, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 50,000 | 1,097 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| LPL Financial LLC | History | Reduced | 48,396 | 1,061 | 0.0% | 0.0% | 92 | -18,052 | -27.17% | Q1 2026 | May 06, 2026 |
| Jefferies Financial Group Inc. | History | New | 48,258 | 1,058 | 0.01% | — | 93 | +48,258 | New | Q1 2026 | May 07, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 46,168 | 1,012 | 0.0% | — | 94 | +46,168 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 44,908 | 985 | 0.0% | 0.0% | 95 | +11,770 | 35.52% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | New | 43,124 | 946 | 0.03% | — | 96 | +43,124 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 42,303 | 928 | 0.0% | 0.0% | 97 | +9,567 | 29.22% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 40,864 | 896 | 0.0% | 0.0% | 98 | +9,167 | 28.92% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 38,590 | 846 | 0.0% | 0.0% | 99 | +3,033 | 8.53% | Q1 2026 | May 15, 2026 |
| ENTREWEALTH, LLC | History | No change | 37,337 | 819 | 0.37% | 0.33% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WASHINGTON TRUST BANK | History | No change | 36,217 | 794 | 0.06% | 0.06% | 101 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NATIXIS | History | No change | 34,000 | 745 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Diversified Trust Co | History | Reduced | 33,483 | 734 | 0.01% | 0.03% | 103 | -26,319 | -44.01% | Q1 2026 | Apr 16, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 32,739 | 718 | 0.0% | 0.0% | 104 | -8,600 | -20.8% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 32,004 | 702 | 0.0% | — | 105 | +32,004 | New | Q1 2026 | May 08, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 31,183 | 684 | 0.0% | 0.0% | 106 | +34 | 0.11% | Q1 2026 | Apr 30, 2026 |
| COMERICA BANK | History | No change | 27,880 | 669 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Aptus Capital Advisors, LLC | History | New | 29,613 | 649 | 0.01% | — | 108 | +29,613 | New | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 29,451 | 646 | 0.05% | 0.04% | 109 | +5,883 | 24.96% | Q1 2026 | Apr 28, 2026 |
| Sunburst Financial Group, LLC | History | New | 29,281 | 642 | 0.12% | — | 110 | +29,281 | New | Q1 2026 | Apr 13, 2026 |
| Red Door Wealth Management, LLC | History | No change | 27,000 | 592 | 0.06% | 0.07% | 111 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | No change | 26,783 | 587 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,633 | 584 | 0.0% | 0.0% | 113 | +3,666 | 15.96% | Q1 2026 | May 12, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 26,483 | 581 | 0.04% | 0.05% | 114 | -16,469 | -38.34% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | Added to | 26,415 | 579 | 0.01% | 0.01% | 115 | +2,058 | 8.45% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 26,293 | 576 | 0.0% | 0.0% | 116 | -369 | -1.38% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 25,862 | 567 | 0.0% | 0.0% | 117 | +6,407 | 32.93% | Q1 2026 | Apr 29, 2026 |
| Americana Partners, LLC | History | New | 24,156 | 529 | 0.01% | — | 118 | +24,156 | New | Q1 2026 | May 12, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,098 | 528 | 0.0% | 0.0% | 119 | +6,662 | 38.21% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 23,688 | 519 | 0.0% | 0.0% | 120 | -87,626 | -78.72% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | New | 23,664 | 519 | 0.05% | — | 121 | +23,664 | New | Q1 2026 | May 15, 2026 |
| Empower Advisory Group, LLC | History | New | 22,806 | 500 | 0.0% | — | 122 | +22,806 | New | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 21,954 | 481 | 0.0% | 0.0% | 123 | -1,403 | -6.01% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 21,914 | 480 | 0.01% | — | 124 | +21,914 | New | Q1 2026 | Apr 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 21,700 | 476 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 16,726 | 443 | 0.03% | 0.03% | 126 | +7 | 0.04% | Q1 2026 | Apr 22, 2026 |
| Arizona State Retirement System | History | Reduced | 19,699 | 432 | 0.0% | 0.0% | 127 | -204 | -1.02% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 18,767 | 411 | 0.0% | 0.01% | 128 | -7,304 | -28.02% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 17,894 | 392 | 0.0% | — | 129 | +17,894 | New | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 17,478 | 383 | 0.0% | 0.0% | 130 | +4,115 | 30.79% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 17,199 | 377 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 17,061 | 374 | 0.0% | 0.0% | 132 | +13,163 | 337.69% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 17,241 | 363 | 0.0% | 0.0% | 133 | +15,941 | 1226.23% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 16,446 | 360 | 0.0% | 0.0% | 134 | -46,796 | -74.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 16,328 | 358 | 0.0% | 0.0% | 135 | -17,895 | -52.29% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 15,981 | 350 | 0.0% | 0.0% | 136 | +3,238 | 25.41% | Q1 2026 | May 12, 2026 |
| Centiva Capital, LP | History | New | 15,879 | 348 | 0.0% | — | 137 | +15,879 | New | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 15,388 | 338 | 0.0% | 0.01% | 138 | -264,382 | -94.5% | Q1 2026 | Apr 16, 2026 |
| Brevan Howard Capital Management LP | History | New | 15,379 | 337 | 0.0% | — | 139 | +15,379 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,300 | 335 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 14,895 | 326 | 0.0% | — | 141 | +14,895 | New | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Added to | 13,876 | 304 | 0.0% | 0.0% | 142 | +831 | 6.37% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 11,990 | 263 | 0.0% | 0.0% | 143 | +3,100 | 34.87% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 11,900 | 261 | 0.0% | 0.0% | 144 | -257,938 | -95.59% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 11,875 | 260 | 0.01% | 0.01% | 145 | -493 | -3.99% | Q1 2026 | May 11, 2026 |
| Pictet Asset Management Holding SA | History | No change | 11,166 | 244 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Scientech Research LLC | History | New | 11,079 | 243 | 0.2% | — | 147 | +11,079 | New | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | New | 10,914 | 239 | 0.0% | — | 148 | +10,914 | New | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 10,829 | 237 | 0.0% | — | 149 | +10,829 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 10,617 | 232 | 0.0% | 0.0% | 150 | -15,470 | -59.3% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | New | 10,392 | 228 | 0.0% | — | 151 | +10,392 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 10,280 | 226 | 0.0% | 0.0% | 152 | -33,850 | -76.71% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 10,027 | 219 | 0.0% | 0.0% | 153 | -71 | -0.7% | Q1 2026 | May 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | New | 9,844 | 215 | 0.01% | — | 154 | +9,844 | New | Q1 2026 | Apr 24, 2026 |
| Aurdan Capital Management, LLC | History | New | 9,700 | 212 | 0.06% | — | 155 | +9,700 | New | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,654 | 211 | 0.01% | 0.0% | 156 | +1,698 | 21.34% | Q1 2026 | May 15, 2026 |
| Cloud Capital Management, LLC | History | New | 9,498 | 208 | 0.09% | — | 157 | +9,498 | New | Q1 2026 | May 12, 2026 |
| Core Wealth Advisors, Inc. | History | New | 9,424 | 206 | 0.05% | — | 158 | +9,424 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,919 | 195 | 0.0% | 0.0% | 159 | +6,728 | 307.07% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,429 | 185 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Cetera Trust Company, N.A | History | No change | 8,070 | 177 | 0.1% | 0.1% | 161 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 7,834 | 171 | 0.01% | 0.0% | 162 | +1,960 | 33.37% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 7,510 | 166 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HHM Wealth Advisors, LLC | History | No change | 6,270 | 137 | 0.02% | 0.02% | 164 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 6,101 | 133 | 0.02% | — | 165 | +6,101 | New | Q1 2026 | May 11, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 5,498 | 120 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 5,029 | 110 | 0.0% | 0.0% | 167 | +760 | 17.8% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | Added to | 4,246 | 93 | 0.0% | 0.0% | 168 | +2,135 | 101.14% | Q1 2026 | May 07, 2026 |
| NewEdge Advisors, LLC | History | No change | 3,475 | 76 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| IFP Advisors, Inc | History | Added to | 2,916 | 63 | 0.0% | 0.0% | 170 | +37 | 1.29% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | New | 2,138 | 46 | 0.0% | — | 171 | +2,138 | New | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | No change | 1,931 | 42 | 0.03% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,668 | 36 | 0.0% | 0.0% | 173 | +509 | 43.92% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 1,611 | 35 | 0.0% | 0.0% | 174 | +400 | 33.03% | Q1 2026 | May 15, 2026 |
| Dorato Capital Management | History | No change | 1,333 | 30 | 0.02% | 0.03% | 175 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,278 | 28 | 0.0% | 0.0% | 177 | +900 | 238.1% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,288 | 28 | 0.0% | 0.0% | 176 | +310 | 31.7% | Q1 2026 | Apr 07, 2026 |
| AlphaQuest LLC | History | No change | 1,022 | 24 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 889 | 19 | 0.0% | 0.0% | 179 | +78 | 9.62% | Q1 2026 | Apr 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 838 | 18 | 0.0% | 0.0% | 180 | +55 | 7.02% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 765 | 16 | 0.0% | 0.0% | 181 | +452 | 144.41% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 741 | 16 | 0.0% | 0.0% | 182 | -32 | -4.14% | Q1 2026 | May 15, 2026 |
| MTM Investment Management, LLC | History | No change | 700 | 15 | 0.0% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 672 | 14 | 0.01% | 0.01% | 185 | -495 | -42.42% | Q1 2026 | Apr 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 650 | 14 | 0.0% | 0.0% | 184 | +11 | 1.72% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Added to | 620 | 13 | 0.0% | 0.0% | 186 | +153 | 32.76% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 505 | 11 | 0.0% | 0.0% | 188 | +380 | 304.0% | Q1 2026 | Jun 02, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 533 | 11 | 0.0% | 0.0% | 187 | +33 | 6.6% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Added to | 470 | 10 | 0.0% | — | 190 | +467 | 15566.67% | Q1 2026 | May 21, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 245 | 10 | 0.0% | 0.0% | 189 | +85 | 53.13% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | No change | 430 | 9 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Optiver Holding B.V. | History | Added to | 410 | 8 | 0.0% | 0.0% | 194 | +258 | 169.74% | Q1 2026 | Jun 02, 2026 |
| UMB Bank, n.a. | History | No change | 370 | 8 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | No change | 392 | 8 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 289 | 6 | 0.0% | — | 195 | +266 | 1156.52% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 300 | 6 | 0.0% | 0.0% | 197 | -95 | -24.05% | Q1 2026 | Apr 07, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 317 | 6 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | Reduced | 191 | 4 | 0.0% | 0.0% | 198 | -9 | -4.5% | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 160 | 3 | 0.0% | — | 200 | +160 | New | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 148 | 3 | 0.0% | — | 199 | +147 | 14700.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 119 | 2 | 0.0% | 0.0% | 201 | +66 | 124.53% | Q1 2026 | Apr 28, 2026 |
| J.Safra Asset Management Corp | History | Added to | 97 | 2 | 0.0% | 0.0% | 202 | +45 | 86.54% | Q1 2026 | May 04, 2026 |
| Global Retirement Partners, LLC | History | No change | 99 | 2 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 115 | 2 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 124 | 2 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 168 | 1 | 0.0% | 0.0% | 206 | -98 | -36.84% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 91 | 1 | 0.0% | — | 210 | +91 | New | Q1 2026 | May 15, 2026 |
| Investors Portfolio Services LLC | History | New | 58 | 1 | 0.0% | — | 209 | +58 | New | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 48 | 1 | 0.0% | — | 208 | +48 | New | Q1 2026 | May 14, 2026 |
| Motiv8 Investments LLC | History | No change | 60 | 1 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Philadelphia Financial Management of San Francisco, LLC | History | Closed out | 0 | 0 | — | 1.43% | — | -556,299 | -100.0% | Q1 2026 | May 14, 2026 |
| MILFORD FUNDS LTD | History | Closed out | 0 | 0 | — | 0.16% | — | -346,319 | -100.0% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -301,576 | -100.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -176,047 | -100.0% | Q1 2026 | May 14, 2026 |
| Select Equity Group, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -153,228 | -100.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -95,581 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -87,008 | -100.0% | Q1 2026 | May 14, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -48,100 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,933 | -100.0% | Q1 2026 | May 13, 2026 |
| TWINBEECH CAPITAL LP | History | Closed out | 0 | 0 | — | 0.06% | — | -37,773 | -100.0% | Q1 2026 | May 15, 2026 |
| Austin Wealth Management, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -37,337 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -22,740 | -100.0% | Q1 2026 | May 13, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.2% | — | -21,524 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,612 | -100.0% | Q1 2026 | May 14, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,023 | -100.0% | Q1 2026 | May 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,752 | -100.0% | Q1 2026 | May 15, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -10,454 | -100.0% | Q1 2026 | May 15, 2026 |
| Yarbrough Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,780 | -100.0% | Q1 2026 | Apr 13, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,560 | -100.0% | Q1 2026 | May 08, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,160 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,243 | -100.0% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -959 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -883 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Torren Management, LLC | History | Reduced | 21 | 0 | — | 0.01% | — | -540 | -96.26% | Q1 2026 | Apr 30, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 16 | 0 | — | 0.0% | — | -211 | -92.95% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 19 | 0 | — | 0.0% | — | -172 | -90.05% | Q1 2026 | May 13, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -157 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -66 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Cape Investment Advisory, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | New | 32 | 0 | — | — | — | +32 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 31 | 0 | — | — | — | +31 | New | Q1 2026 | Apr 24, 2026 |
| Park Place Capital Corp | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | Apr 09, 2026 |
| Bruce G. Allen Investments, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 27 | 0 | — | 0.0% | — | -13 | -32.5% | Q1 2026 | May 15, 2026 |
| Stone House Investment Management, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 41 | 0 | — | — | — | +7 | 20.59% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 20, 2026 |
| Covestor Ltd | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CoreCap Advisors, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |