Consensus Cloud Solutions, Inc. - CCSI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| JANUS HENDERSON GROUP PLC | History | Added to | 2,468,048 | 58,591 | 0.03% | 0.02% | 1 | +95,973 | 4.05% | Q1 2026 | May 18, 2026 |
| Heron Bay Capital Management | History | Added to | 2,039,062 | 48,407 | 4.46% | 5.22% | 2 | +785,575 | 62.67% | Q1 2026 | May 13, 2026 |
| Gates Capital Management, Inc. | History | Added to | 1,838,379 | 43,643 | 1.19% | 1.03% | 3 | +43,412 | 2.42% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 1,647,550 | 35,949 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 1,350,103 | 32,051 | 0.0% | 0.0% | 5 | -32,200 | -2.33% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 797,296 | 18,927 | 0.0% | — | 6 | +797,296 | New | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 728,485 | 17,294 | 0.04% | 0.03% | 7 | +11,900 | 1.66% | Q1 2026 | May 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 638,106 | 15,148 | 0.0% | — | 8 | +638,106 | New | Q1 2026 | May 08, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Added to | 582,485 | 13,828 | 0.66% | 0.47% | 9 | +112,032 | 23.81% | Q1 2026 | May 12, 2026 |
| STATE STREET CORP | History | Reduced | 491,070 | 11,658 | 0.0% | 0.0% | 10 | -5,956 | -1.2% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 473,026 | 11,232 | 0.0% | 0.0% | 11 | +16,106 | 3.52% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 376,489 | 8,937 | 0.0% | 0.0% | 12 | +36,493 | 10.73% | Q1 2026 | May 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 371,146 | 8,811 | 0.23% | 0.56% | 13 | -799,159 | -68.29% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 343,753 | 8,160 | 0.0% | 0.0% | 14 | +26,488 | 8.35% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 331,535 | 7,870 | 0.0% | 0.0% | 15 | +9,918 | 3.08% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 321,154 | 7,624 | 0.0% | 0.0% | 16 | -14,277 | -4.26% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 289,253 | 6,866 | 0.0% | 0.0% | 17 | +27,547 | 10.53% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 276,306 | 6,559 | 0.0% | 0.0% | 18 | +74,760 | 37.09% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 267,184 | 6,342 | 0.7% | 0.66% | 19 | -3,881 | -1.43% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 260,628 | 6,187 | 0.0% | 0.0% | 20 | -108,009 | -29.3% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 223,904 | 5,315 | 0.0% | 0.0% | 21 | +184,566 | 469.18% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 222,781 | 5,270 | 0.0% | 0.0% | 22 | -23,188 | -9.43% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 220,313 | 5,230 | 0.01% | 0.01% | 23 | -15,079 | -6.41% | Q1 2026 | May 08, 2026 |
| RICE HALL JAMES & ASSOCIATES, LLC | History | Added to | 200,904 | 4,769 | 0.27% | 0.23% | 24 | +7,992 | 4.14% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | No change | 199,102 | 4,726 | 0.13% | 0.12% | 25 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 179,767 | 4,267 | 0.01% | 0.01% | 26 | +38,225 | 27.01% | Q1 2026 | May 14, 2026 |
| Ballast Asset Management, LP | History | Added to | 166,085 | 3,942 | 1.75% | 1.2% | 27 | +49,730 | 42.74% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 157,274 | 3,733 | 0.0% | 0.0% | 28 | +4,929 | 3.24% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 141,585 | 3,361 | 0.02% | 0.02% | 29 | -23,801 | -14.39% | Q1 2026 | May 13, 2026 |
| Chicago Capital, LLC | History | No change | 131,613 | 3,124 | 0.08% | 0.07% | 30 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 124,733 | 2,961 | 0.0% | — | 31 | +124,733 | New | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 116,048 | 2,754 | 0.0% | 0.0% | 32 | +62,641 | 117.29% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 104,830 | 2,488 | 0.0% | 0.0% | 33 | +47,130 | 81.68% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 98,231 | 2,332 | 0.0% | 0.0% | 34 | -10,770 | -9.88% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 95,336 | 2,263 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 88,132 | 2,092 | 0.0% | 0.0% | 36 | +76,650 | 667.57% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 87,215 | 2,070 | 0.0% | 0.0% | 37 | -1,296 | -1.46% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 83,849 | 1,990 | 0.0% | 0.0% | 38 | -1,215 | -1.43% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 80,567 | 1,912 | 0.0% | 0.0% | 39 | +54,865 | 213.47% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 80,451 | 1,909 | 0.0% | 0.01% | 40 | -90,349 | -52.9% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 78,960 | 1,874 | 0.0% | 0.0% | 41 | +5,875 | 8.04% | Q1 2026 | May 15, 2026 |
| Bridge City Capital, LLC | History | Reduced | 77,810 | 1,847 | 0.51% | 0.51% | 42 | -1,017 | -1.29% | Q1 2026 | May 13, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 82,946 | 1,809 | 0.35% | 0.35% | 43 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 73,400 | 1,742 | 0.0% | 0.0% | 44 | +193 | 0.26% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 78,980 | 1,723 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 69,685 | 1,654 | 0.0% | — | 46 | +69,685 | New | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 69,299 | 1,645 | 0.0% | 0.0% | 47 | +47,872 | 223.42% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 61,040 | 1,449 | 0.0% | 0.0% | 48 | +1,783 | 3.01% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 60,301 | 1,431 | 0.0% | 0.0% | 49 | +196 | 0.33% | Q1 2026 | May 13, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 59,723 | 1,417 | 0.03% | 0.04% | 50 | -35,600 | -37.35% | Q1 2026 | May 15, 2026 |
| Kennondale Capital Management LLC | History | No change | 58,593 | 1,390 | 1.0% | 0.94% | 51 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 56,001 | 1,329 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 54,600 | 1,296 | 0.0% | 0.0% | 53 | -10,600 | -16.26% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 52,185 | 1,239 | 0.0% | 0.0% | 54 | +1,276 | 2.51% | Q1 2026 | Apr 16, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 51,158 | 1,214 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 50,035 | 1,187 | 0.0% | 0.0% | 56 | -52 | -0.1% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 43,896 | 1,042 | 0.06% | 0.05% | 57 | -6,214 | -12.4% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 43,115 | 1,024 | 0.0% | 0.0% | 58 | +2,368 | 5.81% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 40,027 | 950 | 0.0% | 0.0% | 59 | +1,139 | 2.93% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 38,682 | 918 | 0.0% | 0.0% | 60 | -206 | -0.53% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 38,423 | 912 | 0.0% | 0.0% | 61 | -29,976 | -43.83% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 37,778 | 896 | 0.0% | 0.0% | 62 | +186 | 0.49% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 37,492 | 890 | 0.0% | — | 63 | +37,492 | New | Q1 2026 | May 04, 2026 |
| Arax Advisory Partners | History | Reduced | 34,893 | 828 | 0.02% | 0.03% | 64 | -14,895 | -29.92% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | New | 33,405 | 793 | 0.01% | — | 65 | +33,405 | New | Q1 2026 | May 15, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 33,345 | 791 | 0.49% | 0.46% | 66 | -3,873 | -10.41% | Q1 2026 | Apr 24, 2026 |
| Verdence Capital Advisors LLC | History | New | 30,871 | 732 | 0.04% | — | 67 | +30,871 | New | Q1 2026 | Apr 30, 2026 |
| Caption Management, LLC | History | New | 27,700 | 657 | 0.0% | — | 68 | +27,700 | New | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 26,868 | 637 | 0.01% | 0.03% | 69 | -33,102 | -55.2% | Q1 2026 | Apr 27, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 24,979 | 592 | 0.0% | 0.0% | 70 | -589 | -2.3% | Q1 2026 | May 12, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 24,567 | 583 | 0.01% | 0.02% | 71 | -18,085 | -42.4% | Q1 2026 | Apr 20, 2026 |
| PERRITT CAPITAL MANAGEMENT INC | History | No change | 26,000 | 567 | 0.95% | 0.95% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| North Star Investment Management Corp. | History | New | 22,000 | 522 | 0.03% | — | 73 | +22,000 | New | Q1 2026 | Apr 23, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 21,789 | 517 | 0.0% | 0.0% | 74 | -579 | -2.59% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | Reduced | 21,418 | 508 | 0.01% | 0.01% | 75 | -781 | -3.52% | Q1 2026 | Apr 14, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 20,948 | 497 | 0.01% | 0.02% | 76 | -6,300 | -23.12% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | New | 20,396 | 484 | 0.0% | — | 77 | +20,396 | New | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 20,269 | 481 | 0.06% | 0.07% | 78 | -8,223 | -28.86% | Q1 2026 | May 13, 2026 |
| Boston Partners | History | Reduced | 19,895 | 472 | 0.0% | 0.0% | 79 | -3,432 | -14.71% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 19,179 | 455 | 0.0% | 0.0% | 80 | +2,184 | 12.85% | Q1 2026 | May 06, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 18,742 | 445 | 0.0% | 0.0% | 81 | -3,347 | -15.15% | Q1 2026 | Apr 22, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 17,507 | 415 | 0.0% | 0.0% | 82 | +83 | 0.48% | Q1 2026 | May 11, 2026 |
| CWM, LLC | History | Added to | 17,072 | 405 | 0.0% | 0.0% | 83 | +632 | 3.84% | Q1 2026 | May 14, 2026 |
| ALPS ADVISORS INC | History | New | 16,480 | 391 | 0.0% | — | 85 | +16,480 | New | Q1 2026 | May 08, 2026 |
| Engineers Gate Manager LP | History | Added to | 16,494 | 391 | 0.0% | 0.0% | 84 | +1,600 | 10.74% | Q1 2026 | May 15, 2026 |
| Verdad Advisers, LP | History | No change | 15,000 | 356 | 0.4% | 0.37% | 86 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 14,856 | 352 | 0.02% | 0.03% | 87 | -12,922 | -46.52% | Q1 2026 | May 07, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 15,918 | 347 | 0.0% | 0.0% | 88 | -3,497 | -18.01% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 14,238 | 337 | 0.0% | 0.0% | 89 | +1,487 | 11.66% | Q1 2026 | May 05, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 13,694 | 325 | 0.0% | 0.0% | 90 | +1,497 | 12.27% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Added to | 13,473 | 319 | 0.05% | 0.05% | 91 | +39 | 0.29% | Q1 2026 | Apr 28, 2026 |
| Banque Cantonale Vaudoise | History | No change | 13,331 | 316 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 12,927 | 309 | 0.0% | 0.0% | 93 | +1,428 | 12.42% | Q1 2026 | Apr 08, 2026 |
| Creative Planning | History | Added to | 12,589 | 298 | 0.0% | 0.0% | 94 | +3,267 | 35.05% | Q1 2026 | May 12, 2026 |
| S&T BANK/PA | History | Reduced | 11,654 | 276 | 0.1% | 0.17% | 95 | -12,816 | -52.37% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 11,237 | 266 | 0.0% | — | 96 | +11,237 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 11,004 | 261 | 0.0% | 0.0% | 97 | -1,902 | -14.74% | Q1 2026 | May 13, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 10,924 | 259 | 0.05% | 0.05% | 98 | -531 | -4.64% | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 10,887 | 258 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legato Capital Management LLC | History | No change | 10,454 | 248 | 0.02% | 0.02% | 100 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 10,337 | 245 | 0.0% | — | 101 | +10,337 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 10,318 | 244 | 0.0% | — | 102 | +10,318 | New | Q1 2026 | May 04, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 9,926 | 235 | 0.0% | 0.0% | 103 | -10,498 | -51.4% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 9,823 | 233 | 0.0% | 0.01% | 104 | -5,764 | -36.98% | Q1 2026 | Apr 22, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 10,700 | 233 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 9,740 | 231 | 0.0% | 0.0% | 106 | -14,500 | -59.82% | Q1 2026 | May 11, 2026 |
| FMR LLC | History | Added to | 9,664 | 229 | 0.0% | 0.0% | 107 | +5,623 | 139.15% | Q1 2026 | May 15, 2026 |
| Kendall Capital Management | History | No change | 9,630 | 228 | 0.05% | 0.04% | 108 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 9,288 | 220 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 8,980 | 213 | 0.0% | 0.0% | 110 | +204 | 2.32% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 8,904 | 211 | 0.0% | — | 111 | +8,904 | New | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 8,512 | 202 | 0.0% | 0.0% | 112 | -17,885 | -67.75% | Q1 2026 | Apr 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,517 | 202 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 8,100 | 192 | 0.0% | 0.0% | 114 | -2,188 | -21.27% | Q1 2026 | May 08, 2026 |
| J. Goldman & Co LP | History | Reduced | 8,000 | 189 | 0.01% | 0.12% | 115 | -207,419 | -96.29% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 5,588 | 132 | 0.0% | 0.0% | 116 | -5,909 | -51.4% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,160 | 122 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 5,042 | 119 | 0.0% | — | 118 | +5,042 | New | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 5,042 | 110 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,071 | 96 | 0.0% | 0.0% | 120 | -250 | -5.79% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 4,025 | 95 | 0.0% | 0.0% | 121 | -25,324 | -86.29% | Q1 2026 | May 14, 2026 |
| Harvest Fund Management Co., Ltd | History | Added to | 2,521 | 60 | 0.0% | 0.0% | 122 | +1,667 | 195.2% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,146 | 51 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,142 | 50 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| AlphaQuest LLC | History | No change | 2,243 | 48 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,872 | 44 | 0.0% | 0.0% | 126 | +1,539 | 462.16% | Q1 2026 | Apr 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,701 | 40 | 0.0% | 0.0% | 127 | +1,162 | 215.58% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | No change | 1,631 | 38 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,622 | 38 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1,278 | 30 | 0.01% | 0.01% | 130 | -844 | -39.77% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,263 | 29 | 0.0% | — | 132 | +1,263 | New | Q1 2026 | May 14, 2026 |
| WealthCollab, LLC | History | No change | 1,252 | 29 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,017 | 24 | 0.0% | 0.0% | 134 | -1,311 | -56.31% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,049 | 24 | 0.0% | 0.0% | 133 | +615 | 141.71% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,020 | 24 | 0.0% | 0.0% | 135 | -141 | -12.14% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | No change | 955 | 22 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 892 | 21 | 0.0% | 0.0% | 137 | -474 | -34.7% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 859 | 20 | 0.0% | 0.0% | 138 | +42 | 5.14% | Q1 2026 | Apr 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 700 | 16 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 657 | 15 | 0.0% | 0.0% | 140 | +529 | 413.28% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 470 | 11 | 0.0% | 0.0% | 141 | +122 | 35.06% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 434 | 10 | 0.0% | 0.0% | 142 | +87 | 25.07% | Q1 2026 | Apr 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 373 | 8 | 0.0% | — | 145 | +351 | 1595.45% | Q1 2026 | May 07, 2026 |
| Covestor Ltd | History | Added to | 334 | 8 | 0.01% | 0.0% | 146 | +294 | 735.0% | Q1 2026 | May 05, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 348 | 8 | 0.0% | 0.0% | 144 | -69 | -16.55% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 356 | 8 | 0.0% | 0.0% | 147 | -20 | -5.32% | Q1 2026 | May 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 366 | 8 | 0.0% | 0.0% | 143 | -3 | -0.81% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 282 | 6 | 0.0% | 0.0% | 149 | +141 | 100.0% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 271 | 6 | 0.0% | 0.0% | 151 | +65 | 31.55% | Q1 2026 | Apr 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 270 | 6 | 0.0% | 0.0% | 150 | -60 | -18.18% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 280 | 6 | 0.0% | 0.0% | 148 | +59 | 26.7% | Q1 2026 | May 07, 2026 |
| Millstone Evans Group, LLC | History | No change | 211 | 5 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Optiver Holding B.V. | History | Added to | 190 | 4 | 0.0% | 0.0% | 155 | +32 | 20.25% | Q1 2026 | May 15, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 199 | 4 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Global Retirement Partners, LLC | History | No change | 200 | 4 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 160 | 3 | 0.0% | — | 157 | +160 | New | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 138 | 3 | 0.0% | 0.0% | 156 | +54 | 64.29% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 108 | 2 | 0.0% | 0.0% | 161 | -13,471 | -99.2% | Q1 2026 | May 08, 2026 |
| FIRST HORIZON CORP | History | Reduced | 89 | 2 | 0.0% | 0.0% | 158 | -398 | -81.72% | Q1 2026 | Apr 30, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 96 | 2 | 0.0% | — | 159 | +69 | 255.56% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 102 | 2 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 86 | 2 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 54 | 1 | 0.0% | 0.0% | 163 | +3 | 5.88% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 50 | 1 | 0.0% | 0.0% | 164 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rothschild Wealth LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -26,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.06% | — | -17,000 | -100.0% | Q1 2026 | May 12, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -15,686 | -100.0% | Q1 2026 | May 11, 2026 |
| Tweedy, Browne Co LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -15,574 | -100.0% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,714 | -100.0% | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,373 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,482 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,158 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -592 | -100.0% | Q1 2026 | May 08, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q1 2026 | May 05, 2026 |
| Root Financial Partners, LLC | History | New | 24 | 0 | — | — | — | +24 | New | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 29 | 0 | — | 0.0% | — | -23 | -44.23% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 39 | 0 | — | 0.0% | — | -15 | -27.78% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 36 | 0 | — | 0.0% | — | -15 | -29.41% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 1 | 0 | — | — | — | -3 | -75.0% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 42 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ancora Advisors LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| New Millennium Group LLC | History | No change | 21 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |