CATHAY GENERAL BANCORP - CATY
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 | Added to | 9,745,583 | 485,914 | 0.01% | 0.01% | 1 | +37,499 | 0.39% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 7,534,892 | 364,613 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,071,259 | 202,992 | 0.01% | — | 3 | +4,071,259 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 4,050,007 | 201,930 | 0.04% | 0.04% | 4 | +17,444 | 0.43% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 3,457,812 | 172,406 | 0.01% | 0.01% | 5 | +50,842 | 1.49% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,897,536 | 144,471 | 0.0% | — | 6 | +2,897,536 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,739,638 | 86,753 | 0.01% | 0.01% | 7 | +14,897 | 0.86% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,687,452 | 84,136 | 0.01% | 0.01% | 8 | +2,249 | 0.13% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,606,886 | 80,119 | 0.04% | 0.03% | 9 | +259,212 | 19.23% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 1,095,393 | 54,617 | 0.04% | 0.02% | 10 | +664,332 | 154.12% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 915,083 | 45,626 | 0.02% | 0.01% | 11 | -46,091 | -4.8% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 905,202 | 45,133 | 0.01% | 0.02% | 12 | -2,031,070 | -69.17% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 850,180 | 41,140 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 809,789 | 40,376 | 0.01% | 0.0% | 14 | +11,576 | 1.45% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 705,016 | 35,152 | 0.0% | 0.0% | 15 | +124,978 | 21.55% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 678,200 | 33,815 | 0.07% | 0.07% | 16 | +29,300 | 4.52% | Q1 2026 | May 11, 2026 |
| GW&K Investment Management, LLC | History | Added to | 664,920 | 33,153 | 0.29% | 0.25% | 17 | +63,737 | 10.6% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 641,506 | 31,985 | 0.01% | 0.01% | 18 | -28,021 | -4.19% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 612,452 | 30,536 | 0.0% | 0.0% | 19 | -60,245 | -8.96% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | New | 533,448 | 26,597 | 0.09% | — | 20 | +533,448 | New | Q1 2026 | May 08, 2026 |
| Boston Trust Walden Corp | History | Reduced | 525,817 | 26,217 | 0.22% | 0.22% | 21 | -76,486 | -12.7% | Q1 2026 | Apr 24, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 460,733 | 22,972 | 0.03% | 0.0% | 22 | +380,185 | 472.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 452,038 | 22,538 | 0.01% | 0.01% | 23 | +114,019 | 33.73% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 430,084 | 21,443 | 0.01% | — | 24 | +430,084 | New | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 417,757 | 20,829 | 0.01% | 0.01% | 25 | +3,478 | 0.84% | Q1 2026 | Apr 30, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 351,195 | 17,510 | 0.0% | 0.0% | 26 | +91,820 | 35.4% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 326,562 | 16,282 | 0.01% | 0.01% | 27 | +2,230 | 0.69% | Q1 2026 | May 04, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 322,793 | 16,094 | 0.08% | 0.08% | 28 | -29,720 | -8.43% | Q1 2026 | May 26, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 306,348 | 15,274 | 0.05% | 0.05% | 29 | +28,439 | 10.23% | Q1 2026 | May 13, 2026 |
| Edgestream Partners, L.P. | History | Reduced | 254,118 | 12,670 | 0.42% | 0.35% | 30 | -6,036 | -2.32% | Q1 2026 | May 18, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 249,120 | 12,421 | 0.04% | 0.03% | 31 | +53,138 | 27.11% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 239,622 | 11,947 | 0.0% | 0.0% | 32 | +151,420 | 171.67% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 218,006 | 10,869 | 0.0% | 0.01% | 33 | -43,924 | -16.77% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 214,121 | 10,676 | 0.01% | 0.0% | 34 | +129,956 | 154.41% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 207,287 | 10,335 | 0.01% | 0.01% | 35 | -428 | -0.21% | Q1 2026 | May 12, 2026 |
| CSM Advisors, LLC | History | Added to | 197,372 | 9,842 | 0.24% | 0.24% | 36 | +17,489 | 9.72% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 195,742 | 9,759 | 0.0% | 0.0% | 37 | +42,465 | 27.7% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Added to | 159,062 | 7,930 | 0.88% | 0.85% | 38 | +600 | 0.38% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 156,021 | 7,779 | 0.0% | 0.0% | 39 | +104,362 | 202.02% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Reduced | 155,020 | 7,729 | 0.0% | 0.0% | 40 | -12,028 | -7.2% | Q1 2026 | May 08, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 152,380 | 7,509 | 0.01% | 0.01% | 41 | -7,309 | -4.58% | Q1 2026 | May 13, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 148,259 | 7,174 | 0.05% | 0.05% | 42 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 129,398 | 6,451 | 0.01% | 0.0% | 43 | +100,320 | 345.0% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Reduced | 127,900 | 6,377 | 0.0% | 0.0% | 44 | -1,200 | -0.93% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | New | 127,850 | 6,374 | 0.05% | — | 45 | +127,850 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 127,143 | 6,339 | 0.0% | 0.0% | 46 | +16,003 | 14.4% | Q1 2026 | May 13, 2026 |
| PURE PORTFOLIOS HOLDINGS LLC | History | No change | 127,579 | 6,173 | 1.86% | 1.86% | 47 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 123,720 | 6,168 | 0.0% | 0.0% | 48 | -4,364 | -3.41% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 124,148 | 6,145 | 0.0% | 0.0% | 49 | +44,625 | 56.12% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 120,634 | 6,014 | 0.01% | 0.0% | 50 | +89,583 | 288.5% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 119,504 | 5,958 | 0.0% | 0.0% | 51 | -140,512 | -54.04% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 116,852 | 5,826 | 0.01% | — | 52 | +116,852 | New | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 115,845 | 5,776 | 0.01% | 0.01% | 53 | +24,815 | 27.26% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 107,018 | 5,335 | 0.0% | 0.0% | 54 | +11,434 | 11.96% | Q1 2026 | May 05, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 103,201 | 5,145 | 0.19% | 0.2% | 55 | -11,482 | -10.01% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 101,585 | 5,065 | 0.01% | 0.01% | 56 | -18,715 | -15.56% | Q1 2026 | Apr 27, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 102,085 | 4,990 | 0.0% | 0.0% | 57 | -63,700 | -38.42% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 97,183 | 4,845 | 0.01% | 0.01% | 58 | +301 | 0.31% | Q1 2026 | May 11, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | No change | 81,799 | 4,078 | 0.74% | 0.74% | 59 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 79,552 | 3,849 | 0.0% | 0.0% | 60 | -10,679 | -11.84% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 72,303 | 3,605 | 0.01% | 0.01% | 61 | +98 | 0.14% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 72,180 | 3,598 | 0.0% | 0.0% | 62 | -151,446 | -67.72% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 68,519 | 3,417 | 0.0% | 0.0% | 63 | +7,879 | 12.99% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 68,258 | 3,403 | 0.0% | 0.0% | 64 | +7,361 | 12.09% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 63,487 | 3,165 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 61,518 | 3,067 | 0.06% | 0.06% | 66 | -1,887 | -2.98% | Q1 2026 | Apr 13, 2026 |
| BARCLAYS PLC | History | Reduced | 60,923 | 3,037 | 0.0% | 0.0% | 67 | -62,375 | -50.59% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 56,380 | 2,811 | 0.0% | — | 68 | +56,380 | New | Q1 2026 | May 08, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 54,596 | 2,762 | 0.09% | 0.06% | 69 | +160 | 0.29% | Q1 2026 | Apr 08, 2026 |
| CITIGROUP INC | History | Reduced | 54,642 | 2,724 | 0.0% | 0.0% | 70 | -9,132 | -14.32% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 54,573 | 2,723 | 0.0% | 0.0% | 71 | -3,073 | -5.33% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 54,269 | 2,705 | 0.0% | 0.0% | 72 | -1,290 | -2.32% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 52,774 | 2,631 | 0.0% | 0.0% | 73 | +4,586 | 9.52% | Q1 2026 | May 15, 2026 |
| Kondo Wealth Advisors, Inc. | History | Reduced | 50,481 | 2,516 | 0.95% | 0.94% | 74 | -500 | -0.98% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 49,926 | 2,489 | 0.0% | 0.0% | 75 | -5,146 | -9.34% | Q1 2026 | May 12, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 48,534 | 2,419 | 0.07% | 0.07% | 76 | -512 | -1.04% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 47,346 | 2,360 | 0.01% | 0.01% | 77 | -7,554 | -13.76% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 45,786 | 2,283 | 0.0% | 0.0% | 78 | -1,896 | -3.98% | Q1 2026 | May 01, 2026 |
| Convergence Investment Partners, LLC | History | Added to | 44,316 | 2,209 | 0.36% | 0.3% | 79 | +13,223 | 42.53% | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 43,763 | 2,182 | 0.01% | 0.0% | 80 | +668 | 1.55% | Q1 2026 | May 12, 2026 |
| Weiss Asset Management LP | History | New | 43,628 | 2,175 | 0.04% | — | 81 | +43,628 | New | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 43,419 | 2,164 | 0.04% | 0.02% | 82 | +26,091 | 150.57% | Q1 2026 | Apr 27, 2026 |
| Brevan Howard Capital Management LP | History | New | 43,061 | 2,147 | 0.02% | — | 83 | +43,061 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 42,494 | 2,118 | 0.0% | — | 84 | +42,494 | New | Q1 2026 | May 08, 2026 |
| WILLNER & HELLER, LLC | History | Reduced | 41,973 | 2,092 | 1.56% | 1.48% | 85 | -466 | -1.1% | Q1 2026 | Apr 17, 2026 |
| Point72 Asset Management, L.P. | History | New | 39,904 | 1,989 | 0.0% | — | 86 | +39,904 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 39,469 | 1,973 | 0.0% | 0.0% | 87 | -113,622 | -74.22% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 39,542 | 1,971 | 0.0% | 0.0% | 88 | +5,609 | 16.53% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 37,771 | 1,883 | 0.0% | 0.0% | 89 | -180 | -0.47% | Q1 2026 | May 08, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 37,787 | 1,828 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 36,304 | 1,810 | 0.0% | 0.0% | 91 | +320 | 0.89% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 36,189 | 1,803 | 0.02% | 0.02% | 92 | -1,500 | -3.98% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 36,078 | 1,798 | 0.02% | 0.02% | 93 | +424 | 1.19% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 35,498 | 1,770 | 0.0% | 0.0% | 94 | +13,353 | 60.3% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 35,098 | 1,749 | 0.01% | 0.01% | 95 | -1,316 | -3.61% | Q1 2026 | May 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 34,998 | 1,745 | 0.01% | — | 96 | +34,998 | New | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 34,429 | 1,716 | 0.0% | 0.0% | 97 | +1,800 | 5.52% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 34,271 | 1,708 | 0.0% | 0.0% | 98 | +22,300 | 186.28% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 32,804 | 1,635 | 0.0% | — | 99 | +32,804 | New | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 32,299 | 1,610 | 0.02% | 0.01% | 100 | +1,764 | 5.78% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 32,121 | 1,601 | 0.0% | 0.0% | 101 | +31,282 | 3728.49% | Q1 2026 | May 01, 2026 |
| Iron Gate Global Advisors LLC | History | No change | 31,125 | 1,551 | 0.16% | 0.15% | 102 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 31,838 | 1,540 | 0.01% | 0.01% | 103 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ascentis Independent Advisors | History | New | 30,815 | 1,536 | 0.12% | — | 104 | +30,815 | New | Q1 2026 | Apr 28, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 30,331 | 1,512 | 0.0% | 0.0% | 105 | -576 | -1.86% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 30,174 | 1,504 | 0.0% | 0.0% | 106 | +3,953 | 15.08% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 29,936 | 1,492 | 0.0% | 0.0% | 107 | -1,426 | -4.55% | Q1 2026 | May 15, 2026 |
| ORG Partners LLC | History | No change | 30,815 | 1,491 | 0.26% | 0.26% | 108 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 29,800 | 1,485 | 0.03% | 0.03% | 109 | -1,400 | -4.49% | Q1 2026 | Apr 20, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 29,260 | 1,458 | 0.0% | 0.0% | 110 | -50,446 | -63.29% | Q1 2026 | May 11, 2026 |
| Citizens Business Bank | History | No change | 14,520 | 1,447 | 0.24% | 0.23% | 111 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 28,989 | 1,445 | 0.0% | 0.0% | 113 | -2,235 | -7.16% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 29,000 | 1,445 | 0.03% | 0.03% | 112 | -1,500 | -4.92% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 28,326 | 1,413 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 27,643 | 1,378 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 26,481 | 1,320 | 0.01% | 0.0% | 116 | +9,342 | 54.51% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 26,226 | 1,307 | 0.0% | 0.0% | 117 | +617 | 2.41% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 26,470 | 1,280 | 0.07% | 0.07% | 118 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 25,484 | 1,270 | 0.0% | 0.0% | 119 | +1,998 | 8.51% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 24,681 | 1,230 | 0.04% | 0.03% | 120 | +9,435 | 61.89% | Q1 2026 | May 12, 2026 |
| Access Investment Management LLC | History | Added to | 21,190 | 1,056 | 0.28% | 0.27% | 121 | +45 | 0.21% | Q1 2026 | May 21, 2026 |
| NewEdge Wealth, LLC | History | Added to | 21,129 | 1,053 | 0.01% | 0.01% | 122 | +6,649 | 45.92% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 21,000 | 1,047 | 0.0% | 0.0% | 123 | +4,700 | 28.83% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 20,810 | 1,039 | 0.0% | 0.0% | 124 | +15,474 | 289.99% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 20,712 | 1,032 | 0.0% | 0.0% | 125 | -783 | -3.64% | Q1 2026 | May 11, 2026 |
| Fieldview Capital Management, LLC | History | New | 20,627 | 1,028 | 0.3% | — | 126 | +20,627 | New | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | Added to | 20,288 | 1,012 | 0.0% | 0.0% | 127 | +4,200 | 26.11% | Q1 2026 | Apr 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 20,246 | 1,009 | 0.01% | 0.02% | 128 | -14,783 | -42.2% | Q1 2026 | May 08, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 20,183 | 1,006 | 0.14% | 0.4% | 129 | -38,220 | -65.44% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 19,857 | 990 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 19,324 | 963 | 0.01% | 0.01% | 131 | -402 | -2.04% | Q1 2026 | May 08, 2026 |
| Trexquant Investment LP | History | New | 19,266 | 960 | 0.01% | — | 132 | +19,266 | New | Q1 2026 | May 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 18,837 | 939 | 0.05% | 0.05% | 133 | +619 | 3.4% | Q1 2026 | Apr 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,961 | 895 | 0.01% | 0.01% | 134 | -410 | -2.23% | Q1 2026 | Apr 24, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 17,754 | 885 | 0.0% | 0.0% | 135 | +768 | 4.52% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 17,754 | 885 | 0.01% | 0.0% | 136 | -543 | -2.97% | Q1 2026 | May 01, 2026 |
| Man Group plc | History | Reduced | 17,554 | 875 | 0.0% | 0.0% | 137 | -2,484 | -12.4% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 17,326 | 863 | 0.01% | 0.01% | 138 | +877 | 5.33% | Q1 2026 | May 12, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 17,236 | 859 | 0.01% | 0.03% | 139 | -23,400 | -57.58% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 17,204 | 857 | 0.0% | 0.0% | 140 | -2,505 | -12.71% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | New | 17,049 | 850 | 0.02% | — | 141 | +17,049 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 16,965 | 846 | 0.01% | 0.01% | 142 | -600 | -3.42% | Q1 2026 | May 04, 2026 |
| Engineers Gate Manager LP | History | New | 16,881 | 841 | 0.01% | — | 143 | +16,881 | New | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 16,698 | 832 | 0.0% | 0.0% | 144 | -2,866 | -14.65% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 16,618 | 828 | 0.0% | 0.0% | 145 | -226 | -1.34% | Q1 2026 | May 01, 2026 |
| Unison Advisors LLC | History | Added to | 16,488 | 822 | 0.06% | 0.07% | 146 | +111 | 0.68% | Q1 2026 | Apr 28, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 16,260 | 810 | 0.01% | 0.01% | 147 | -2,357 | -12.66% | Q1 2026 | Apr 29, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 15,556 | 775 | 0.02% | 0.02% | 148 | -110 | -0.7% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 15,510 | 773 | 0.0% | 0.0% | 149 | +248 | 1.62% | Q1 2026 | May 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 15,400 | 767 | 0.01% | 0.01% | 150 | -200 | -1.28% | Q1 2026 | Apr 29, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 15,353 | 765 | 0.47% | 0.48% | 151 | -2,163 | -12.35% | Q1 2026 | Apr 24, 2026 |
| Neuberger Berman Group LLC | History | Added to | 15,272 | 761 | 0.0% | 0.0% | 152 | +6,321 | 70.62% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | New | 15,008 | 748 | 0.01% | — | 153 | +15,008 | New | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 14,777 | 736 | 0.0% | — | 154 | +14,777 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 14,100 | 703 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 13,968 | 696 | 0.02% | 0.02% | 156 | +1 | 0.01% | Q1 2026 | May 14, 2026 |
| Dean Capital Management | History | Reduced | 13,659 | 681 | 0.28% | 0.82% | 157 | -26,062 | -65.61% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | New | 13,523 | 674 | 0.33% | — | 158 | +13,523 | New | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | New | 12,627 | 629 | 0.0% | — | 159 | +12,627 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 12,573 | 626 | 0.0% | 0.0% | 160 | +2,268 | 22.01% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 12,305 | 613 | 0.0% | 0.0% | 161 | +1,472 | 13.59% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 11,932 | 594 | 0.0% | 0.0% | 162 | +2,038 | 20.6% | Q1 2026 | May 04, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 65,335 | 543 | 0.0% | 0.0% | 163 | +53,299 | 442.83% | Q1 2026 | Apr 08, 2026 |
| M&T BANK CORP | History | Reduced | 10,648 | 530 | 0.0% | 0.0% | 164 | -29 | -0.27% | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 10,485 | 522 | 0.0% | 0.0% | 165 | +1,028 | 10.87% | Q1 2026 | Apr 22, 2026 |
| ProShare Advisors LLC | History | Reduced | 10,093 | 503 | 0.0% | 0.0% | 166 | -2,832 | -21.91% | Q1 2026 | Apr 24, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 9,834 | 490 | 0.01% | 0.01% | 167 | -99 | -1.0% | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,519 | 474 | 0.01% | 0.01% | 168 | -5,910 | -38.3% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | New | 9,224 | 460 | 0.0% | — | 169 | +9,224 | New | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 9,176 | 457 | 0.0% | 0.04% | 170 | -92,301 | -90.96% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Reduced | 9,149 | 456 | 0.07% | 0.09% | 171 | -2,218 | -19.51% | Q1 2026 | Apr 28, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 9,280 | 453 | 0.08% | — | 173 | +9,280 | New | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 9,093 | 453 | 0.0% | 0.0% | 172 | +408 | 4.7% | Q1 2026 | May 06, 2026 |
| COMMERCE BANK | History | Added to | 9,081 | 452 | 0.0% | 0.0% | 174 | +970 | 11.96% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 8,411 | 419 | 0.01% | 0.01% | 175 | -141 | -1.65% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 8,068 | 402 | 0.0% | 0.0% | 176 | +237 | 3.03% | Q1 2026 | Jun 02, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 7,690 | 383 | 0.0% | 0.0% | 177 | -86 | -1.11% | Q1 2026 | May 07, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 7,800 | 377 | 0.0% | 0.0% | 178 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GTS SECURITIES LLC | History | New | 7,521 | 374 | 0.01% | — | 180 | +7,521 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,504 | 374 | 0.0% | 0.0% | 179 | +3,249 | 76.36% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 7,475 | 372 | 0.0% | 0.0% | 181 | +97 | 1.31% | Q1 2026 | Apr 27, 2026 |
| Jefferies Financial Group Inc. | History | New | 7,450 | 371 | 0.0% | — | 182 | +7,450 | New | Q1 2026 | May 07, 2026 |
| Legato Capital Management LLC | History | Reduced | 7,370 | 367 | 0.03% | 0.09% | 183 | -13,591 | -64.84% | Q1 2026 | May 14, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 6,972 | 347 | 0.06% | — | 184 | +6,972 | New | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 6,596 | 328 | 0.0% | 0.0% | 185 | -207 | -3.04% | Q1 2026 | May 14, 2026 |
| CIBC Asset Management Inc | History | Reduced | 6,551 | 326 | 0.0% | 0.0% | 186 | -230 | -3.39% | Q1 2026 | May 12, 2026 |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | History | New | 6,452 | 321 | 0.0% | — | 187 | +6,452 | New | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | New | 6,441 | 321 | 0.01% | — | 188 | +6,441 | New | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 6,414 | 319 | 0.04% | 0.06% | 189 | -2,582 | -28.7% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 6,290 | 313 | 0.0% | — | 191 | +6,290 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 6,289 | 313 | 0.0% | 0.0% | 190 | +4,480 | 247.65% | Q1 2026 | May 14, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 6,263 | 312 | 0.0% | 0.0% | 192 | +451 | 7.76% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 6,178 | 308 | 0.0% | 0.0% | 193 | +900 | 17.05% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 6,153 | 306 | 0.0% | 0.0% | 194 | +420 | 7.33% | Q1 2026 | May 13, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 6,123 | 305 | 0.03% | 0.03% | 195 | -772 | -11.2% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 6,100 | 304 | 0.0% | 0.0% | 196 | -14,691 | -70.66% | Q1 2026 | May 14, 2026 |
| Zhang Financial LLC | History | New | 6,000 | 299 | 0.01% | — | 197 | +6,000 | New | Q1 2026 | May 06, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,706 | 284 | 0.0% | 0.0% | 198 | +121 | 2.17% | Q1 2026 | May 08, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 5,673 | 282 | 0.01% | 0.02% | 199 | -4,987 | -46.78% | Q1 2026 | Apr 24, 2026 |
| Vestcor Inc | History | New | 5,587 | 279 | 0.01% | — | 200 | +5,587 | New | Q1 2026 | May 12, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 5,474 | 272 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LIGHTHOUSE FINANCIAL SERVICES INC /ADV | History | Added to | 5,021 | 270 | 0.06% | 0.06% | 202 | +29 | 0.58% | Q1 2026 | Apr 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 5,401 | 269 | 0.01% | 0.01% | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cambria Investment Management, L.P. | History | New | 5,241 | 261 | 0.01% | — | 204 | +5,241 | New | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 5,173 | 257 | 0.0% | 0.0% | 205 | -53 | -1.01% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 5,029 | 245 | 0.0% | 0.0% | 206 | +4,828 | 2401.99% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 4,839 | 241 | 0.01% | — | 207 | +4,839 | New | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 4,908 | 239 | 0.01% | 0.01% | 208 | -165 | -3.25% | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,775 | 238 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 4,591 | 228 | 0.0% | 0.0% | 210 | +881 | 23.75% | Q1 2026 | May 14, 2026 |
| JMN Financial LLC | History | Reduced | 4,355 | 217 | 0.21% | 0.51% | 211 | -6,277 | -59.04% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 4,401 | 212 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 4,197 | 209 | 0.0% | — | 213 | +4,197 | New | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 4,189 | 208 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 4,046 | 201 | 0.0% | — | 215 | +4,046 | New | Q1 2026 | May 11, 2026 |
| STRS OHIO | History | No change | 4,000 | 199 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Added to | 3,817 | 190 | 0.05% | 0.05% | 217 | +31 | 0.82% | Q1 2026 | Apr 06, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,681 | 183 | 0.0% | 0.0% | 218 | +1,513 | 69.79% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 3,373 | 168 | 0.01% | 0.01% | 219 | +290 | 9.41% | Q1 2026 | Apr 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 2,995 | 151 | 0.01% | 0.01% | 220 | +2 | 0.07% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,662 | 132 | 0.0% | 0.0% | 221 | +16 | 0.6% | Q1 2026 | Jun 02, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,507 | 124 | 0.0% | 0.0% | 222 | -615 | -19.7% | Q1 2026 | May 14, 2026 |
| EMC Capital Management | History | No change | 2,520 | 122 | 0.05% | 0.05% | 223 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| KBC Group NV | History | No change | 2,191 | 109 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,965 | 98 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,949 | 97 | 0.0% | 0.0% | 226 | +424 | 27.8% | Q1 2026 | May 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 1,923 | 95 | 0.0% | 0.0% | 227 | +1,480 | 334.09% | Q1 2026 | May 08, 2026 |
| Blue Trust, Inc. | History | New | 1,829 | 91 | 0.0% | — | 228 | +1,829 | New | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,628 | 81 | 0.01% | 0.01% | 229 | +105 | 6.89% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,587 | 79 | 0.0% | 0.0% | 230 | +19 | 1.21% | Q1 2026 | Apr 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 1,468 | 73 | 0.0% | — | 231 | +1,468 | New | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Added to | 1,282 | 63 | 0.0% | 0.0% | 232 | +63 | 5.17% | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,211 | 60 | 0.0% | 0.0% | 233 | +23 | 1.94% | Q1 2026 | May 14, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1,161 | 57 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 926 | 46 | 0.0% | 0.0% | 235 | +148 | 19.02% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 847 | 42 | 0.0% | 0.0% | 237 | +472 | 125.87% | Q1 2026 | Apr 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 850 | 42 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 819 | 41 | 0.03% | 0.04% | 239 | -617 | -42.97% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 832 | 41 | 0.0% | 0.0% | 238 | -158 | -15.96% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 773 | 38 | 0.0% | 0.0% | 240 | +220 | 39.78% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 680 | 34 | 0.0% | 0.0% | 241 | +373 | 121.5% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | No change | 684 | 34 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 561 | 27 | 0.0% | 0.0% | 243 | +104 | 22.76% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 485 | 23 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 435 | 21 | 0.0% | 0.0% | 246 | +159 | 57.61% | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | Added to | 423 | 21 | 0.0% | 0.0% | 245 | +18 | 4.44% | Q1 2026 | May 11, 2026 |
| V-Square Quantitative Management LLC | History | New | 419 | 20 | 0.0% | — | 247 | +419 | New | Q1 2026 | Apr 27, 2026 |
| Kemnay Advisory Services Inc. | History | New | 375 | 18 | 0.0% | — | 249 | +375 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 392 | 18 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 344 | 17 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Reduced | 288 | 14 | 0.0% | 0.0% | 252 | -266 | -48.01% | Q1 2026 | May 13, 2026 |
| Smithfield Trust Co | History | No change | 280 | 14 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 249 | 12 | 0.0% | 0.0% | 253 | +208 | 507.32% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 224 | 11 | 0.0% | 0.0% | 254 | +96 | 75.0% | Q1 2026 | May 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 237 | 11 | 0.0% | 0.0% | 255 | +72 | 43.64% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 213 | 10 | 0.0% | — | 256 | +213 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 172 | 8 | 0.0% | — | 259 | +172 | New | Q1 2026 | May 08, 2026 |
| MAI Capital Management | History | Added to | 165 | 8 | 0.0% | 0.0% | 257 | +122 | 283.72% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 176 | 8 | 0.0% | 0.0% | 258 | +37 | 26.62% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 149 | 7 | 0.0% | 0.0% | 263 | +69 | 86.25% | Q1 2026 | Apr 07, 2026 |
| Quarry LP | History | Added to | 159 | 7 | 0.0% | 0.0% | 262 | +31 | 24.22% | Q1 2026 | May 15, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 151 | 7 | 0.0% | 0.0% | 261 | -18 | -10.65% | Q1 2026 | Apr 17, 2026 |
| Larson Financial Group LLC | History | Reduced | 146 | 7 | 0.0% | 0.0% | 260 | -6 | -3.95% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 115 | 5 | 0.0% | — | 267 | +115 | New | Q1 2026 | Apr 29, 2026 |
| MATHER GROUP, LLC. | History | New | 102 | 5 | 0.0% | — | 266 | +102 | New | Q1 2026 | Apr 13, 2026 |
| Manchester Capital Management LLC | History | No change | 105 | 5 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | No change | 110 | 5 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| DANSKE BANK A/S | History | Reduced | 100 | 4 | 0.0% | 0.0% | 268 | -900 | -90.0% | Q1 2026 | May 12, 2026 |
| Torren Management, LLC | History | Reduced | 79 | 3 | 0.0% | 0.04% | 273 | -1,491 | -94.97% | Q1 2026 | Apr 30, 2026 |
| Fortitude Family Office, LLC | History | Added to | 70 | 3 | 0.0% | 0.0% | 271 | +46 | 191.67% | Q1 2026 | Apr 15, 2026 |
| High Note Wealth, LLC | History | No change | 76 | 3 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SageView Advisory Group, LLC | History | No change | 65 | 3 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 78 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | New | 54 | 2 | 0.0% | — | 277 | +54 | New | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 46 | 2 | 0.0% | 0.0% | 275 | +1 | 2.22% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 48 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | No change | 56 | 2 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 26 | 1 | 0.0% | 0.0% | 278 | -146 | -84.88% | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 35 | 1 | 0.0% | 0.0% | 281 | +2 | 6.06% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 33 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| CIBC WORLD MARKET INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -131,335 | -100.0% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.01% | — | -61,509 | -100.0% | Q1 2026 | May 04, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,697 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,404 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -15,392 | -100.0% | Q1 2026 | May 14, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.44% | — | -15,285 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Headlands Technologies LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -12,439 | -100.0% | Q1 2026 | May 13, 2026 |
| AK GLOBAL ASSET MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -10,100 | -100.0% | Q1 2026 | Apr 29, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,955 | -100.0% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,662 | -100.0% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,365 | -100.0% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,060 | -100.0% | Q1 2026 | May 08, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,575 | -100.0% | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -5,433 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TIAA TRUST, NATIONAL ASSOCIATION | History | Closed out | 0 | 0 | — | 0.0% | — | -4,279 | -100.0% | Q1 2026 | May 12, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,223 | -100.0% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,648 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Palouse Capital Management, Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -600 | -100.0% | Q1 2026 | Apr 24, 2026 |