CALIX, INC - CALX
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 | 11,153,403 | 546,405 | 0.01% | 0.01% | 1 | -309,538 | -2.7% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 8,302,450 | 439,448 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 5,533,754 | 271,098 | 0.01% | — | 3 | +5,533,754 | New | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 3,251,128 | 172,082 | 0.06% | 0.02% | 4 | +1,788,757 | 122.32% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,686,525 | 131,612 | 0.0% | — | 5 | +2,686,525 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,602,333 | 127,636 | 0.0% | 0.0% | 6 | +239,368 | 10.13% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,903,972 | 93,275 | 0.04% | 0.03% | 7 | +462,060 | 32.04% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 1,644,289 | 80,553 | 0.58% | 0.54% | 8 | +196,744 | 13.59% | Q1 2026 | Apr 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 1,546,101 | 75,743 | 0.32% | 0.25% | 9 | +400,809 | 35.0% | Q1 2026 | May 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,435,706 | 70,348 | 0.0% | 0.0% | 10 | -9,632 | -0.67% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,218,495 | 59,698 | 0.01% | 0.01% | 11 | +269,876 | 28.45% | Q1 2026 | May 07, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 840,197 | 41,161 | 0.06% | 0.05% | 12 | +50,305 | 6.37% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 800,330 | 39,188 | 0.06% | 0.09% | 13 | -229,785 | -22.31% | Q1 2026 | May 13, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 779,092 | 38,167 | 0.46% | 0.5% | 14 | -108,835 | -12.26% | Q1 2026 | May 15, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | Added to | 768,200 | 37,634 | 1.44% | 1.5% | 15 | +95,800 | 14.25% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 750,117 | 36,748 | 0.0% | 0.0% | 16 | +290,661 | 63.26% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 712,213 | 34,891 | 0.0% | 0.0% | 17 | +89,338 | 14.34% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 696,855 | 34,139 | 0.05% | 0.06% | 18 | -68,560 | -8.96% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 681,954 | 33,408 | 0.01% | 0.01% | 19 | +8,909 | 1.32% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 645,245 | 31,610 | 0.0% | 0.0% | 20 | +286,145 | 79.68% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 609,742 | 29,871 | 0.0% | 0.0% | 21 | +14,116 | 2.37% | Q1 2026 | May 14, 2026 |
| Harvey Partners, LLC | History | Added to | 572,500 | 28,046 | 2.23% | 2.5% | 22 | +38,768 | 7.26% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 556,995 | 27,287 | 0.05% | 0.03% | 23 | +169,174 | 43.62% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 551,150 | 27,000 | 0.01% | 0.04% | 24 | -726,355 | -56.86% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 543,418 | 26,622 | 0.04% | 0.04% | 25 | +79,800 | 17.21% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 534,517 | 26,185 | 0.0% | 0.01% | 26 | -105,212 | -16.45% | Q1 2026 | May 15, 2026 |
| Artisan Partners Limited Partnership | History | Reduced | 529,875 | 25,958 | 0.04% | 0.05% | 27 | -60,312 | -10.22% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | New | 513,814 | 25,171 | 0.03% | — | 28 | +513,814 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 463,398 | 22,701 | 0.0% | 0.0% | 29 | +394,157 | 569.25% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 458,802 | 22,476 | 0.03% | 0.01% | 30 | +331,027 | 259.07% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 432,944 | 21,209 | 0.01% | 0.01% | 31 | +29,553 | 7.33% | Q1 2026 | Apr 30, 2026 |
| Trexquant Investment LP | History | Added to | 429,367 | 21,034 | 0.15% | 0.15% | 32 | +119,529 | 38.58% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 418,439 | 20,499 | 0.01% | — | 33 | +418,439 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 395,333 | 19,367 | 0.01% | 0.01% | 34 | +52,685 | 15.38% | Q1 2026 | May 04, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 387,460 | 18,981 | 0.0% | 0.0% | 35 | -18,421 | -4.54% | Q1 2026 | May 05, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 378,564 | 18,590 | 1.44% | 1.07% | 36 | +125,477 | 49.58% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 356,645 | 17,472 | 0.0% | 0.0% | 37 | +222,236 | 165.34% | Q1 2026 | May 12, 2026 |
| Divisar Capital Management LLC | History | Added to | 340,163 | 16,664 | 4.25% | 4.46% | 38 | +40,200 | 13.4% | Q1 2026 | May 15, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Added to | 335,030 | 16,413 | 0.48% | 0.47% | 39 | +90,430 | 36.97% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 317,138 | 15,536 | 0.03% | 0.03% | 40 | +19,388 | 6.51% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 312,407 | 15,304 | 0.08% | 0.01% | 41 | +279,431 | 847.38% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 307,468 | 15,062 | 0.0% | 0.0% | 42 | -94,268 | -23.47% | Q1 2026 | May 15, 2026 |
| Divisadero Street Capital Management, LP | History | New | 305,670 | 14,974 | 0.63% | — | 43 | +305,670 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 299,587 | 14,676 | 0.03% | 0.02% | 44 | +61,552 | 25.86% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 289,785 | 14,196 | 0.02% | 0.02% | 45 | +76,636 | 35.95% | Q1 2026 | May 06, 2026 |
| Man Group plc | History | Added to | 280,313 | 13,732 | 0.02% | 0.01% | 46 | +166,006 | 145.23% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 277,852 | 13,725 | 0.01% | 0.0% | 47 | +266,515 | 2350.84% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 272,851 | 13,366 | 0.0% | 0.0% | 48 | -304,920 | -52.78% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 269,320 | 13,194 | 0.01% | 0.01% | 49 | +52,784 | 24.38% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 253,023 | 12,395 | 0.0% | 0.0% | 50 | +30,758 | 13.84% | Q1 2026 | May 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 224,502 | 10,998 | 0.03% | 0.03% | 51 | +7,552 | 3.48% | Q1 2026 | May 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 221,882 | 10,869 | 0.05% | 0.09% | 52 | -203,716 | -47.87% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 215,809 | 10,572 | 0.03% | 0.04% | 53 | +7,071 | 3.39% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 211,036 | 10,338 | 0.01% | 0.03% | 54 | -261,010 | -55.29% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 192,787 | 9,470 | 0.01% | 0.01% | 55 | -61,773 | -24.27% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 179,969 | 8,816 | 0.01% | 0.01% | 56 | +2,159 | 1.21% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 175,329 | 8,589 | 0.1% | 0.1% | 57 | +18,548 | 11.83% | Q1 2026 | May 11, 2026 |
| Defiance ETFs, LLC | History | Added to | 175,329 | 8,589 | 0.12% | 0.27% | 58 | +18,548 | 11.83% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | Added to | 173,749 | 8,511 | 0.17% | 0.1% | 59 | +21,541 | 14.15% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 165,621 | 8,113 | 0.03% | 0.03% | 60 | +403 | 0.24% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 161,455 | 7,909 | 0.01% | 0.0% | 61 | +141,890 | 725.22% | Q1 2026 | May 15, 2026 |
| G2 Investment Partners Management LLC | History | Reduced | 160,542 | 7,864 | 1.94% | 3.28% | 62 | -100,458 | -38.49% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 159,036 | 7,791 | 0.01% | 0.01% | 63 | +2,620 | 1.68% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 157,580 | 7,719 | 0.0% | 0.0% | 64 | -1,146 | -0.72% | Q1 2026 | May 13, 2026 |
| SG Capital Management LLC | History | New | 157,399 | 7,710 | 0.51% | — | 65 | +157,399 | New | Q1 2026 | May 08, 2026 |
| Allianz Asset Management GmbH | History | Added to | 153,660 | 7,527 | 0.01% | 0.01% | 66 | +38,251 | 33.14% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 152,025 | 7,447 | 0.0% | 0.0% | 67 | -12,690 | -7.7% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 134,508 | 6,589 | 0.0% | 0.0% | 68 | +10,968 | 8.88% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 129,541 | 6,346 | 0.08% | 0.11% | 69 | -40,898 | -24.0% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 124,500 | 6,099 | 0.0% | 0.0% | 70 | +2,200 | 1.8% | Q1 2026 | May 07, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 121,699 | 5,962 | 0.06% | 0.05% | 71 | +20,625 | 20.41% | Q1 2026 | May 08, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 121,245 | 5,940 | 0.02% | 0.16% | 72 | -866,186 | -87.72% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 119,129 | 5,836 | 0.01% | 0.01% | 73 | -25,707 | -17.75% | Q1 2026 | May 05, 2026 |
| Nearwater Capital Markets, Ltd | History | New | 118,200 | 5,790 | 0.14% | — | 74 | +118,200 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 103,835 | 5,086 | 0.0% | 0.0% | 75 | -5,940 | -5.41% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 99,465 | 4,872 | 0.21% | 0.21% | 76 | +1,082 | 1.1% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 98,463 | 4,864 | 0.0% | 0.0% | 77 | -11,150 | -10.17% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 98,010 | 4,801 | 0.0% | 0.0% | 78 | +33,388 | 51.67% | Q1 2026 | May 04, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 89,477 | 4,383 | 0.0% | 0.0% | 79 | -12,000 | -11.83% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 86,340 | 4,229 | 0.12% | 0.1% | 80 | +17,390 | 25.22% | Q1 2026 | May 04, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 85,456 | 4,186 | 0.63% | — | 81 | +85,456 | New | Q1 2026 | Apr 27, 2026 |
| HRT FINANCIAL LP | History | New | 82,925 | 4,062 | 0.01% | — | 82 | +82,925 | New | Q1 2026 | May 14, 2026 |
| MARATHON CAPITAL MANAGEMENT | History | Added to | 81,755 | 4,005 | 0.9% | 0.92% | 83 | +1,170 | 1.45% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 76,344 | 3,740 | 0.0% | 0.0% | 84 | +18,755 | 32.57% | Q1 2026 | May 15, 2026 |
| Edgestream Partners, L.P. | History | New | 75,751 | 3,711 | 0.12% | — | 85 | +75,751 | New | Q1 2026 | May 18, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 72,459 | 3,549 | 0.0% | 0.0% | 86 | +14,402 | 24.81% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 72,286 | 3,541 | 0.07% | 0.07% | 87 | +13,542 | 23.05% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 66,751 | 3,271 | 0.0% | 0.0% | 88 | -621,435 | -90.3% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 64,802 | 3,174 | 0.01% | 0.01% | 89 | -59,714 | -47.96% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 64,372 | 3,153 | 0.0% | 0.01% | 90 | +88 | 0.14% | Q1 2026 | May 06, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 64,234 | 3,146 | 0.0% | 0.01% | 91 | -111,985 | -63.55% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 62,347 | 3,054 | 0.05% | 0.08% | 92 | +8,008 | 14.74% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 60,101 | 2,944 | 0.18% | 0.25% | 93 | +6,234 | 11.57% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 59,441 | 2,912 | 0.01% | 0.01% | 94 | -1,959 | -3.19% | Q1 2026 | Apr 27, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 58,368 | 2,859 | 0.26% | 0.26% | 95 | +384 | 0.66% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Added to | 57,420 | 2,813 | 0.08% | 0.04% | 96 | +28,030 | 95.37% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 56,717 | 2,778 | 0.0% | 0.0% | 97 | -35,523 | -38.51% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 56,608 | 2,773 | 0.01% | 0.01% | 98 | -15,169 | -21.13% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | New | 56,408 | 2,763 | 0.01% | — | 99 | +56,408 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 54,583 | 2,674 | 0.0% | — | 100 | +54,583 | New | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 52,321 | 2,563 | 0.02% | 0.08% | 101 | -144,541 | -73.42% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 50,208 | 2,461 | 0.0% | 0.0% | 102 | -1,412 | -2.74% | Q1 2026 | May 14, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 49,650 | 2,432 | 0.0% | 0.0% | 103 | -1,229 | -2.42% | Q1 2026 | Apr 20, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 44,840 | 2,196 | 0.28% | 0.3% | 104 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| OpenArc Corporate Advisory, LLC | History | New | 42,614 | 2,087 | 0.03% | — | 105 | +42,614 | New | Q1 2026 | May 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 41,276 | 2,022 | 0.0% | 0.0% | 106 | -1,186 | -2.79% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 37,953 | 2,008 | 0.01% | 0.01% | 107 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 40,986 | 2,007 | 0.01% | 0.01% | 108 | +2,011 | 5.16% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 40,373 | 1,977 | 0.07% | — | 109 | +40,373 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 40,250 | 1,971 | 0.0% | 0.0% | 110 | +32,098 | 393.74% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 39,131 | 1,917 | 0.0% | 0.0% | 111 | +3,009 | 8.33% | Q1 2026 | May 13, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 38,866 | 1,904 | 0.02% | 0.05% | 112 | -25,115 | -39.25% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 38,760 | 1,898 | 0.0% | 0.0% | 113 | -458 | -1.17% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 38,710 | 1,896 | 0.0% | 0.0% | 114 | +1,881 | 5.11% | Q1 2026 | May 15, 2026 |
| FORMULA GROWTH LTD | History | Added to | 38,000 | 1,861 | 0.84% | 0.2% | 115 | +28,000 | 280.0% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 37,215 | 1,823 | 0.0% | 0.0% | 116 | +8,860 | 31.25% | Q1 2026 | May 11, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 36,448 | 1,786 | 0.53% | 0.6% | 117 | -1,982 | -5.16% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 36,182 | 1,772 | 0.0% | 0.0% | 118 | -4,486 | -11.03% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 35,351 | 1,731 | 0.0% | 0.0% | 119 | +14,851 | 72.44% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 31,883 | 1,687 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Pathstone Holdings, LLC | History | Added to | 33,491 | 1,640 | 0.01% | 0.01% | 121 | +1,118 | 3.45% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 32,910 | 1,611 | 0.02% | 0.02% | 122 | -937 | -2.77% | Q1 2026 | Apr 20, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 31,365 | 1,536 | 0.01% | — | 123 | +31,365 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 31,351 | 1,535 | 0.0% | 0.0% | 124 | +742 | 2.42% | Q1 2026 | May 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 31,201 | 1,528 | 0.02% | 0.02% | 125 | -521 | -1.64% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 30,461 | 1,492 | 0.0% | 0.0% | 126 | -41,444 | -57.64% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 30,176 | 1,478 | 0.0% | 0.01% | 127 | -13,902 | -31.54% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 28,459 | 1,394 | 0.05% | 0.04% | 128 | +7,747 | 37.4% | Q1 2026 | May 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 27,234 | 1,334 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 26,725 | 1,309 | 0.0% | 0.0% | 130 | -2,200 | -7.61% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 26,700 | 1,308 | 0.02% | 0.03% | 131 | -900 | -3.26% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 26,555 | 1,300 | 0.0% | 0.0% | 132 | +4,235 | 18.97% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,394 | 1,293 | 0.0% | 0.0% | 133 | +2,775 | 11.75% | Q1 2026 | May 12, 2026 |
| JACKSON SQUARE CAPITAL, LLC | History | Reduced | 25,000 | 1,224 | 0.26% | 0.27% | 134 | -486 | -1.91% | Q1 2026 | Apr 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 24,612 | 1,205 | 0.0% | — | 135 | +24,612 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 22,300 | 1,180 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 23,363 | 1,144 | 0.21% | 0.26% | 137 | +402 | 1.75% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 22,629 | 1,108 | 0.0% | 0.0% | 138 | -2,265 | -9.1% | Q1 2026 | May 04, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 22,207 | 1,087 | 0.0% | 0.0% | 139 | -10,399 | -31.89% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 21,100 | 1,034 | 0.0% | 0.0% | 140 | +3,100 | 17.22% | Q1 2026 | Apr 28, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 21,077 | 1,032 | 0.0% | 0.0% | 141 | -17,627 | -45.54% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Reduced | 20,902 | 1,023 | 0.0% | 0.0% | 142 | -9,160 | -30.47% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 20,600 | 1,009 | 0.0% | 0.0% | 143 | +300 | 1.48% | Q1 2026 | Apr 24, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 20,192 | 989 | 0.02% | 0.03% | 144 | -9,775 | -32.62% | Q1 2026 | May 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 19,934 | 976 | 0.06% | — | 145 | +19,934 | New | Q1 2026 | May 07, 2026 |
| Gibbs Wealth Management | History | Added to | 19,542 | 957 | 0.13% | 0.15% | 146 | +7,781 | 66.16% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 19,140 | 940 | 0.0% | 0.0% | 147 | +647 | 3.5% | Q1 2026 | Apr 30, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 18,387 | 900 | 0.01% | 0.03% | 148 | -14,907 | -44.77% | Q1 2026 | May 11, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 18,191 | 891 | 0.0% | 0.0% | 149 | +6,216 | 51.91% | Q1 2026 | Apr 21, 2026 |
| Amundi | History | Reduced | 17,698 | 867 | 0.0% | 0.0% | 150 | -45,551 | -72.02% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 17,363 | 851 | 0.01% | 0.01% | 151 | -166 | -0.95% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Added to | 17,297 | 847 | 0.0% | 0.0% | 152 | +41 | 0.24% | Q1 2026 | May 01, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,883 | 827 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 16,858 | 825 | 0.0% | — | 154 | +16,858 | New | Q1 2026 | May 08, 2026 |
| Summit Global Investments | History | Reduced | 16,328 | 800 | 0.05% | 0.05% | 155 | -1,007 | -5.81% | Q1 2026 | May 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,299 | 798 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,062 | 786 | 0.01% | 0.01% | 157 | -147 | -0.91% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 15,091 | 739 | 0.0% | 0.0% | 158 | +265 | 1.79% | Q1 2026 | May 12, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 14,912 | 730 | 0.01% | 0.0% | 160 | +6,382 | 74.82% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 14,915 | 730 | 0.0% | 0.0% | 159 | -16 | -0.11% | Q1 2026 | May 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 14,824 | 726 | 0.0% | — | 161 | +14,824 | New | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 14,807 | 725 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 14,657 | 718 | 0.0% | 0.0% | 163 | +2,305 | 18.66% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 14,458 | 708 | 0.0% | 0.0% | 164 | +13,990 | 2989.32% | Q1 2026 | May 01, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,260 | 698 | 0.0% | 0.01% | 165 | -17,611 | -55.26% | Q1 2026 | Apr 30, 2026 |
| ALLSTATE CORP | History | New | 14,033 | 687 | 0.01% | — | 166 | +14,033 | New | Q1 2026 | May 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 13,900 | 680 | 0.0% | 0.0% | 167 | +600 | 4.51% | Q1 2026 | Apr 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 13,800 | 676 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 13,400 | 656 | 0.0% | 0.0% | 169 | +2,690 | 25.12% | Q1 2026 | May 08, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 13,127 | 643 | 0.01% | 0.01% | 170 | -435 | -3.21% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Reduced | 12,449 | 609 | 0.0% | 0.0% | 171 | -2,568 | -17.1% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 12,193 | 597 | 0.0% | 0.0% | 172 | -7,121 | -36.87% | Q1 2026 | Apr 16, 2026 |
| BARCLAYS PLC | History | Reduced | 11,819 | 579 | 0.0% | 0.0% | 173 | -86,503 | -87.98% | Q1 2026 | May 14, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Reduced | 11,484 | 562 | 0.04% | 0.06% | 174 | -6,736 | -36.97% | Q1 2026 | May 12, 2026 |
| Diversified Trust Co | History | Added to | 11,057 | 541 | 0.01% | 0.01% | 175 | +910 | 8.97% | Q1 2026 | Apr 16, 2026 |
| Magnetar Financial LLC | History | Reduced | 10,846 | 531 | 0.01% | 0.01% | 176 | -998 | -8.43% | Q1 2026 | May 13, 2026 |
| Holocene Advisors, LP | History | New | 10,482 | 513 | 0.0% | — | 177 | +10,482 | New | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 10,424 | 510 | 0.04% | 0.04% | 178 | +1,611 | 18.28% | Q1 2026 | Apr 23, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 10,385 | 508 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 10,155 | 497 | 0.04% | 0.18% | 180 | -32,442 | -76.16% | Q1 2026 | Apr 28, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,051 | 492 | 0.0% | 0.0% | 181 | +934 | 10.24% | Q1 2026 | Apr 22, 2026 |
| Vident Advisory, LLC | History | Reduced | 9,807 | 480 | 0.0% | 0.01% | 182 | -763 | -7.22% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 9,738 | 477 | 0.0% | 0.0% | 183 | +968 | 11.04% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 9,584 | 473 | 0.08% | 0.21% | 184 | -16,673 | -63.5% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 9,645 | 472 | 0.0% | 0.0% | 185 | +668 | 7.44% | Q1 2026 | May 15, 2026 |
| Portside Wealth Group, LLC | History | Added to | 9,483 | 464 | 0.06% | 0.07% | 186 | +175 | 1.88% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 9,382 | 459 | 0.0% | 0.0% | 187 | -2,343 | -19.98% | Q1 2026 | Apr 24, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 9,107 | 446 | 0.01% | 0.03% | 188 | -11,246 | -55.25% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | New | 9,100 | 445 | 0.0% | — | 189 | +9,100 | New | Q1 2026 | May 05, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 9,000 | 440 | 0.37% | 0.38% | 190 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Added to | 8,945 | 438 | 0.0% | 0.0% | 191 | +2,018 | 29.13% | Q1 2026 | May 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 8,813 | 431 | 0.01% | 0.01% | 192 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| LVW Advisors, LLC | History | Reduced | 8,796 | 430 | 0.04% | 0.05% | 193 | -859 | -8.9% | Q1 2026 | Apr 20, 2026 |
| AXQ CAPITAL, LP | History | New | 8,337 | 408 | 0.05% | — | 194 | +8,337 | New | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 8,304 | 406 | 0.0% | 0.0% | 195 | +1,764 | 26.97% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | Reduced | 8,015 | 392 | 0.06% | 0.4% | 196 | -24,939 | -75.68% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 7,780 | 381 | 0.0% | 0.0% | 197 | +1,527 | 24.42% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 7,472 | 366 | 0.0% | 0.0% | 198 | +1,453 | 24.14% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 7,399 | 362 | 0.04% | 0.04% | 199 | +36 | 0.49% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,035 | 345 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | New | 7,016 | 343 | 0.02% | — | 201 | +7,016 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 6,954 | 340 | 0.01% | 0.01% | 202 | +1,594 | 29.74% | Q1 2026 | May 08, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 6,902 | 338 | 0.0% | 0.0% | 203 | +9 | 0.13% | Q1 2026 | May 07, 2026 |
| FORA Capital, LLC | History | New | 6,753 | 330 | 0.02% | — | 204 | +6,753 | New | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Reduced | 6,617 | 324 | 0.0% | 0.02% | 205 | -6,342 | -48.94% | Q1 2026 | May 13, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 6,383 | 312 | 0.03% | 0.02% | 206 | +2,189 | 52.19% | Q1 2026 | Apr 10, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 6,298 | 308 | 0.0% | 0.0% | 207 | +1,123 | 21.7% | Q1 2026 | May 15, 2026 |
| ENTERPRISE FINANCIAL SERVICES CORP | History | No change | 6,082 | 297 | 0.15% | 0.16% | 208 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| State of Wyoming | History | Reduced | 6,057 | 296 | 0.04% | 0.07% | 209 | -6,515 | -51.82% | Q1 2026 | May 13, 2026 |
| Neo Ivy Capital Management | History | Added to | 5,696 | 279 | 0.07% | 0.02% | 210 | +2,753 | 93.54% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 5,695 | 278 | 0.0% | — | 212 | +5,695 | New | Q1 2026 | May 14, 2026 |
| Virtu Financial LLC | History | New | 5,677 | 278 | 0.01% | — | 211 | +5,677 | New | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 5,656 | 277 | 0.0% | 0.0% | 213 | +867 | 18.1% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 5,568 | 272 | 0.0% | — | 214 | +5,568 | New | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,230 | 256 | 0.01% | 0.0% | 215 | +3,453 | 194.32% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 5,232 | 256 | 0.0% | 0.0% | 216 | +666 | 14.59% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 4,972 | 243 | 0.01% | — | 217 | +4,972 | New | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,929 | 241 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 4,524 | 239 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| INCEPTIONR LLC | History | Reduced | 4,799 | 235 | 0.06% | 0.09% | 220 | -1,417 | -22.8% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 4,623 | 226 | 0.0% | 0.0% | 221 | -2,770 | -37.47% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,563 | 223 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,273 | 214 | 0.0% | 0.0% | 223 | +192 | 4.7% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 3,990 | 211 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 4,327 | 211 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | New | 4,275 | 209 | 0.0% | — | 227 | +4,275 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 4,273 | 209 | 0.0% | 0.0% | 226 | +216 | 5.32% | Q1 2026 | Apr 30, 2026 |
| Argent Trust Co | History | New | 4,204 | 205 | 0.01% | — | 229 | +4,204 | New | Q1 2026 | May 13, 2026 |
| HANCOCK WHITNEY CORP | History | Added to | 4,725 | 205 | 0.0% | 0.0% | 228 | +299 | 6.76% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 4,173 | 204 | 0.0% | 0.01% | 230 | -14,353 | -77.47% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | Reduced | 3,596 | 176 | 0.0% | 0.01% | 231 | -10,157 | -73.85% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 3,232 | 158 | 0.0% | 0.01% | 232 | -114 | -3.41% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,969 | 146 | 0.0% | 0.0% | 233 | -1,450 | -32.81% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 2,560 | 125 | 0.0% | 0.0% | 234 | +2,502 | 4313.79% | Q1 2026 | May 06, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 2,109 | 103 | 0.0% | 0.0% | 235 | +109 | 5.45% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 2,090 | 102 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 1,861 | 91 | 0.0% | 0.0% | 237 | +1,803 | 3108.62% | Q1 2026 | May 08, 2026 |
| OV Management LLC | History | Reduced | 1,663 | 81 | 0.17% | 0.41% | 238 | -7,340 | -81.53% | Q1 2026 | Apr 14, 2026 |
| GAMMA Investing LLC | History | Added to | 1,651 | 80 | 0.0% | 0.0% | 239 | +76 | 4.83% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,626 | 79 | 0.01% | 0.01% | 240 | +647 | 66.09% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,286 | 63 | 0.0% | 0.0% | 241 | +342 | 36.23% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 1,226 | 60 | 0.0% | 0.0% | 243 | -44 | -3.46% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | No change | 1,226 | 60 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 954 | 47 | 0.0% | 0.0% | 244 | -777 | -44.89% | Q1 2026 | May 15, 2026 |
| Strive Financial Group ,LLC | History | No change | 757 | 37 | 0.02% | 0.02% | 245 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Added to | 708 | 35 | 0.02% | 0.02% | 246 | +54 | 8.26% | Q1 2026 | May 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 679 | 31 | 0.0% | 0.0% | 247 | +289 | 74.1% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 571 | 28 | 0.0% | 0.0% | 248 | +244 | 74.62% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 550 | 26 | 0.0% | 0.0% | 249 | +33 | 6.38% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 500 | 24 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Crewe Advisors LLC | History | Added to | 455 | 22 | 0.0% | 0.0% | 251 | +129 | 39.57% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 448 | 21 | 0.0% | 0.0% | 252 | -15 | -3.24% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 434 | 20 | 0.0% | 0.0% | 253 | -117 | -21.23% | Q1 2026 | Apr 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 391 | 19 | 0.0% | 0.0% | 254 | -5 | -1.26% | Q1 2026 | Apr 22, 2026 |
| Tower View Wealth Management LLC | History | No change | 400 | 19 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 308 | 15 | 0.0% | 0.0% | 256 | -11,081 | -97.3% | Q1 2026 | May 08, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 324 | 15 | 0.0% | 0.0% | 257 | +195 | 151.16% | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 287 | 14 | 0.0% | — | 259 | +287 | New | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 306 | 14 | 0.0% | 0.0% | 258 | +218 | 247.73% | Q1 2026 | May 07, 2026 |
| UMB Bank, n.a. | History | Added to | 285 | 13 | 0.0% | 0.0% | 260 | +62 | 27.8% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 280 | 13 | 0.0% | 0.0% | 261 | -6 | -2.1% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 251 | 12 | 0.0% | 0.0% | 262 | -141 | -35.97% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 188 | 9 | 0.0% | 0.0% | 263 | +45 | 31.47% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 183 | 8 | 0.0% | 0.0% | 264 | -2,236 | -92.43% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Added to | 168 | 8 | 0.0% | 0.0% | 265 | +94 | 127.03% | Q1 2026 | Apr 13, 2026 |
| Truvestments Capital LLC | History | No change | 152 | 7 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 122 | 5 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bare Financial Services, Inc | History | Added to | 102 | 4 | 0.0% | 0.0% | 270 | +22 | 27.5% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 85 | 4 | 0.0% | 0.0% | 268 | -5 | -5.56% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | No change | 87 | 4 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 74 | 3 | 0.0% | — | 276 | +74 | New | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 63 | 3 | 0.0% | 0.0% | 272 | -73 | -53.68% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 62 | 3 | 0.0% | 0.0% | 271 | -42 | -40.38% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 77 | 3 | 0.0% | 0.0% | 274 | +16 | 26.23% | Q1 2026 | Apr 24, 2026 |
| Rachor Investment Advisory Services, LLC | History | Added to | 66 | 3 | 0.0% | 0.0% | 275 | +2 | 3.13% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 54 | 2 | 0.0% | — | 280 | +54 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 53 | 2 | 0.0% | — | 281 | +53 | New | Q1 2026 | May 15, 2026 |
| CENTRAL TRUST Co | History | No change | 53 | 2 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Financial Network Wealth Advisors LLC | History | No change | 44 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | No change | 55 | 2 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 23 | 1 | 0.0% | 0.02% | 287 | -1,467 | -98.46% | Q1 2026 | May 11, 2026 |
| Quarry LP | History | Reduced | 26 | 1 | 0.0% | 0.0% | 288 | -507 | -95.12% | Q1 2026 | May 15, 2026 |
| Raleigh Capital Management Inc. | History | New | 38 | 1 | 0.0% | — | 290 | +38 | New | Q1 2026 | Apr 28, 2026 |
| Advisory Services Network, LLC | History | New | 30 | 1 | 0.0% | — | 289 | +30 | New | Q1 2026 | May 15, 2026 |
| Rossby Financial, LCC | History | New | 28 | 1 | 0.0% | — | 292 | +28 | New | Q1 2026 | May 11, 2026 |
| Main Street Group, LTD | History | New | 27 | 1 | 0.0% | — | 291 | +27 | New | Q1 2026 | May 06, 2026 |
| Fortitude Family Office, LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 286 | -10 | -22.73% | Q1 2026 | Apr 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 29 | 1 | 0.0% | 0.0% | 284 | +2 | 7.41% | Q1 2026 | May 13, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 23 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 27 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 35 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.2% | — | -1,094,173 | -100.0% | Q1 2026 | May 14, 2026 |
| Hood River Capital Management LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -523,261 | -100.0% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.06% | — | -375,132 | -100.0% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -253,237 | -100.0% | Q1 2026 | May 14, 2026 |
| Synergy Asset Management, LLC | History | Closed out | 0 | 0 | — | 1.04% | — | -189,221 | -100.0% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -165,390 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -117,936 | -100.0% | Q1 2026 | May 14, 2026 |
| 4D Advisors, LLC | History | Closed out | 0 | 0 | — | 3.34% | — | -115,000 | -100.0% | Q1 2026 | May 15, 2026 |