Certara, Inc. - CERT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | No change | 18,818,180 | 123,259 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| DEERFIELD MANAGEMENT COMPANY, L.P. | History | No change | 7,512,928 | 49,209 | 0.51% | 0.51% | 2 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Haveli Investment Management LLC | History | No change | 7,400,000 | 48,470 | 26.95% | 26.95% | 3 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Jefferies Financial Group Inc. | History | No change | 7,091,051 | 46,446 | 0.31% | 0.31% | 4 | 0 | 0.0% | Q2 2026 | Aug 17, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | No change | 7,056,106 | 46,217 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | No change | 6,022,686 | 39,446 | 0.01% | 0.01% | 6 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | No change | 5,283,180 | 34,604 | 0.0% | 0.0% | 7 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | No change | 4,821,805 | 31,582 | 0.0% | 0.0% | 8 | 0 | 0.0% | Q2 2026 | Sep 22, 2026 |
| WASATCH ADVISORS LP | History | No change | 4,298,825 | 28,157 | 0.18% | 0.18% | 9 | 0 | 0.0% | Q2 2026 | Jul 09, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | No change | 3,141,689 | 20,582 | 0.0% | 0.0% | 10 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | No change | 2,864,204 | 18,760 | 0.09% | 0.09% | 11 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 2,756,026 | 18,051 | 0.15% | 0.15% | 12 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | No change | 2,666,456 | 17,465 | 0.0% | 0.0% | 13 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | No change | 2,555,126 | 16,736 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MORGAN STANLEY | History | No change | 2,551,111 | 16,709 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | No change | 2,424,222 | 15,878 | 0.01% | 0.01% | 16 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | No change | 2,160,167 | 13,760 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | No change | 2,030,844 | 13,302 | 0.0% | 0.0% | 18 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | No change | 1,998,373 | 13,090 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | No change | 1,892,050 | 12,392 | 0.25% | 0.25% | 20 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Kopion Asset Management, LLC | History | No change | 1,858,539 | 12,173 | 7.69% | 7.69% | 21 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | No change | 1,798,449 | 11,779 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Boston Partners | History | No change | 1,683,885 | 11,029 | 0.01% | 0.01% | 23 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Dixon Mitchell Investment Counsel Inc. | History | No change | 1,545,956 | 10,126 | 0.33% | 0.33% | 24 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Quantinno Capital Management LP | History | No change | 1,463,251 | 9,584 | 0.01% | 0.01% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | No change | 1,384,426 | 9,067 | 0.0% | 0.0% | 26 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tejara Capital Ltd | History | No change | 1,292,721 | 8,467 | 3.48% | 3.48% | 27 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| NORTHERN TRUST CORP | History | No change | 1,210,449 | 7,928 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | No change | 1,104,605 | 7,235 | 0.01% | 0.01% | 29 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | No change | 1,093,243 | 7,160 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Sep 02, 2026 |
| Gotham Asset Management, LLC | History | No change | 1,047,292 | 6,859 | 0.02% | 0.02% | 31 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 1,001,592 | 6,560 | 0.27% | 0.27% | 32 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CITIGROUP INC | History | No change | 981,498 | 6,428 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | No change | 977,909 | 6,405 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | No change | 867,767 | 5,684 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | No change | 772,426 | 5,059 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Rathbones Group PLC | History | No change | 756,990 | 4,958 | 0.02% | 0.02% | 37 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Russell Investments Group, Ltd. | History | No change | 741,168 | 4,854 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Bank of New York Mellon Corp | History | No change | 731,012 | 4,788 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | No change | 684,700 | 4,484 | 0.01% | 0.01% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | No change | 683,714 | 4,478 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | No change | 579,215 | 3,793 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 567,685 | 3,718 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NICHOLAS COMPANY, INC. | History | No change | 567,460 | 3,716 | 0.07% | 0.07% | 44 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| MARSHALL WACE, LLP | History | No change | 564,739 | 3,699 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | No change | 563,862 | 3,693 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| First Eagle Investment Management, LLC | History | No change | 519,898 | 3,405 | 0.01% | 0.01% | 47 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Invesco Ltd. | History | No change | 502,000 | 3,288 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | No change | 492,939 | 3,228 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 484,710 | 3,174 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | No change | 444,815 | 2,913 | 0.0% | 0.0% | 51 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Point72 Asset Management, L.P. | History | No change | 382,532 | 2,505 | 0.0% | 0.0% | 52 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | No change | 381,405 | 2,498 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Granite Investment Partners, LLC | History | No change | 379,479 | 2,485 | 0.13% | 0.13% | 54 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | No change | 305,666 | 2,002 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | No change | 296,079 | 1,939 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| RHUMBLINE ADVISERS | History | No change | 268,084 | 1,755 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Legal & General Group Plc | History | No change | 265,727 | 1,740 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIXIS | History | No change | 251,000 | 1,644 | 0.01% | 0.01% | 59 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | No change | 250,000 | 1,637 | 1.26% | 1.26% | 60 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | No change | 235,900 | 1,545 | 0.0% | 0.0% | 61 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | No change | 225,932 | 1,480 | 0.1% | 0.1% | 62 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Schonfeld Strategic Advisors LLC | History | No change | 211,736 | 1,386 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SEI INVESTMENTS CO | History | No change | 211,417 | 1,384 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Creative Planning | History | No change | 197,230 | 1,291 | 0.0% | 0.0% | 65 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | No change | 188,049 | 1,231 | 0.0% | 0.0% | 66 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Atom Investors LP | History | No change | 177,281 | 1,161 | 0.1% | 0.1% | 67 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | No change | 176,092 | 1,154 | 0.0% | 0.0% | 68 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| CIBC Bancorp USA Inc. | History | No change | 172,984 | 1,133 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | No change | 169,317 | 1,109 | 0.06% | 0.06% | 70 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Jump Financial, LLC | History | No change | 155,200 | 1,016 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 153,467 | 1,005 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 175,900 | 1,002 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Summit Trail Advisors, LLC | History | No change | 152,943 | 1,001 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| PEAK6 LLC | History | No change | 150,000 | 982 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Bastion Asset Management Inc. | History | No change | 160,167 | 980 | 0.33% | 0.33% | 76 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SG Americas Securities, LLC | History | No change | 141,803 | 929 | 0.0% | 0.0% | 77 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BARCLAYS PLC | History | No change | 140,847 | 922 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | No change | 126,494 | 828 | 0.05% | 0.05% | 79 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | No change | 126,345 | 827 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | No change | 125,866 | 824 | 0.0% | 0.0% | 81 | 0 | 0.0% | Q2 2026 | Aug 24, 2026 |
| DEUTSCHE BANK AG\ | History | No change | 122,629 | 803 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | No change | 121,870 | 798 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vident Advisory, LLC | History | No change | 110,136 | 721 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | No change | 106,580 | 698 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 104,126 | 682 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Bellevue Group AG | History | No change | 99,442 | 651 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 97,304 | 637 | 0.01% | 0.01% | 88 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | No change | 94,282 | 617 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ANTIPODES PARTNERS Ltd | History | No change | 83,677 | 548 | 0.01% | 0.01% | 90 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| ExodusPoint Capital Management, LP | History | No change | 82,834 | 542 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JPMORGAN CHASE & CO | History | No change | 79,089 | 503 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 76,616 | 502 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 74,429 | 487 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Corient Private Wealth LP | History | No change | 74,316 | 486 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q2 2026 | Aug 27, 2026 |
| CAXTON ASSOCIATES LLP | History | No change | 73,586 | 481 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | No change | 71,010 | 465 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | No change | 70,350 | 461 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Illinois Municipal Retirement Fund | History | No change | 70,265 | 460 | 0.01% | 0.01% | 99 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 69,473 | 455 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | No change | 66,514 | 435 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 60,864 | 398 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ALLSTATE CORP | History | No change | 56,991 | 373 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Jupiter Topco LLC | History | No change | 57,014 | 372 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | No change | 56,285 | 368 | 0.0% | 0.0% | 105 | 0 | 0.0% | Q2 2026 | Aug 19, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | No change | 53,031 | 359 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | History | No change | 54,326 | 355 | 0.08% | 0.08% | 107 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | No change | 53,280 | 348 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Neuberger Berman Group LLC | History | No change | 52,286 | 342 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | No change | 51,567 | 337 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q2 2026 | Sep 09, 2026 |
| Louisiana State Employees Retirement System | History | No change | 51,100 | 334 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| TORONTO DOMINION BANK | History | No change | 50,352 | 329 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 46,545 | 304 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Amundi | History | No change | 44,586 | 292 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | No change | 40,946 | 268 | 0.02% | 0.02% | 115 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 36,393 | 238 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 35,645 | 233 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 34,700 | 227 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 34,511 | 226 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 33,849 | 221 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | No change | 33,103 | 216 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 32,411 | 212 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Arizona State Retirement System | History | No change | 31,730 | 207 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| AMALGAMATED BANK | History | No change | 31,328 | 205 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Graham Capital Management, L.P. | History | No change | 30,322 | 198 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | No change | 29,381 | 192 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 29,060 | 190 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | No change | 29,024 | 190 | 0.01% | 0.01% | 128 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Rudius Management LP | History | No change | 28,600 | 187 | 0.05% | 0.05% | 129 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | No change | 27,667 | 181 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | No change | 27,553 | 180 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 27,454 | 179 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| FIFTH THIRD BANCORP | History | No change | 27,322 | 178 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| Kera Capital Partners, Inc. | History | No change | 27,162 | 177 | 0.02% | 0.02% | 134 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 26,531 | 173 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | History | No change | 25,931 | 169 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Magnetar Financial LLC | History | No change | 25,450 | 166 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DRW Securities, LLC | History | No change | 25,386 | 166 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 25,200 | 165 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Caitong International Asset Management Co., Ltd | History | No change | 24,226 | 158 | 0.02% | 0.02% | 140 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| SummitTX Capital, L.P. | History | No change | 24,020 | 157 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cerity Partners LLC | History | No change | 22,855 | 149 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| SYON CAPITAL LLC | History | No change | 22,674 | 148 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | No change | 22,589 | 147 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | No change | 21,564 | 141 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Pacer Advisors, Inc. | History | No change | 21,554 | 141 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Chicago Partners Investment Group LLC | History | No change | 19,730 | 140 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| CONNORS INVESTOR SERVICES INC | History | No change | 20,000 | 131 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HARVEST MANAGEMENT LLC | History | No change | 20,000 | 131 | 0.05% | 0.05% | 149 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Central Pacific Bank - Trust Division | History | No change | 19,460 | 127 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Pictet Asset Management Holding SA | History | No change | 19,356 | 126 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | No change | 18,973 | 124 | 0.02% | 0.02% | 152 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| FRANKLIN RESOURCES INC | History | No change | 18,333 | 120 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | No change | 18,184 | 119 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sequoia Financial Advisors, LLC | History | No change | 17,906 | 117 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| Maryland State Retirement & Pension System | History | No change | 17,319 | 113 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 16,991 | 111 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 16,671 | 109 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| ProShare Advisors LLC | History | No change | 16,578 | 108 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | No change | 15,645 | 102 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 15,420 | 101 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sanctuary Advisors, LLC | History | No change | 15,429 | 101 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Mendel Money Management | History | No change | 14,250 | 93 | 0.03% | 0.03% | 163 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Fulcrum Asset Management LLP | History | No change | 14,370 | 91 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | No change | 13,364 | 87 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 13,166 | 86 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| CHILDRESS CAPITAL ADVISORS, LLC | History | No change | 13,035 | 85 | 0.01% | 0.01% | 167 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 9,028 | 83 | 0.01% | 0.01% | 168 | +63 | 0.7% | Q3 2026 | Oct 01, 2026 |
| M&T BANK CORP | History | No change | 12,623 | 82 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q2 2026 | Aug 04, 2026 |
| Quantbot Technologies LP | History | No change | 12,562 | 82 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Quaker Wealth Management, LLC | History | No change | 12,535 | 82 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Perigon Wealth Management, LLC | History | No change | 12,220 | 80 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | No change | 11,875 | 77 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Baker Avenue Asset Management, LP | History | No change | 11,816 | 77 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Merit Financial Group, LLC | History | No change | 11,419 | 74 | 0.0% | 0.0% | 175 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | No change | 11,164 | 73 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| XPONANCE LLC | History | No change | 11,259 | 73 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| State of Wyoming | History | No change | 11,037 | 72 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,546 | 69 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Frec Markets, Inc. | History | No change | 10,614 | 69 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| NorthRock Partners, LLC | History | No change | 10,456 | 68 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Optas, LLC | History | No change | 10,514 | 68 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | No change | 10,081 | 66 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| GAMMA Investing LLC | History | No change | 8,068 | 52 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 7,427 | 48 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | No change | 7,165 | 46 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parallel Advisors, LLC | History | No change | 5,827 | 38 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| KBC Group NV | History | No change | 5,237 | 34 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| WealthCollab, LLC | History | No change | 5,000 | 32 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| US BANCORP \DE\ | History | No change | 4,442 | 29 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Arax Advisory Partners | History | No change | 4,270 | 27 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3,267 | 21 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Allworth Financial LP | History | No change | 3,184 | 20 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Larson Financial Group LLC | History | No change | 3,188 | 20 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 2,840 | 18 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2,411 | 15 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| Sterling Capital Management LLC | History | No change | 2,342 | 15 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 2,345 | 15 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 2,365 | 15 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Nykredit A/S | History | No change | 2,298 | 15 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q2 2026 | Sep 08, 2026 |
| Farther Finance Advisors, LLC | History | No change | 2,341 | 15 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q2 2026 | Jul 17, 2026 |
| SIGNATUREFD, LLC | History | No change | 2,235 | 14 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 1,643 | 10 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 1,525 | 10 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quent Capital, LLC | History | No change | 1,562 | 10 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,123 | 7 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| FIRST HORIZON CORP | History | No change | 1,011 | 6 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | No change | 865 | 5 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 668 | 4 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Optiver Holding B.V. | History | No change | 660 | 4 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 500 | 3 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| UMB Bank, n.a. | History | No change | 473 | 3 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | No change | 326 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Clearstead Advisors, LLC | History | No change | 212 | 1 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 168 | 1 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 171 | 1 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 201 | 1 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 228 | 1 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Forum Finance Group S.A. | History | No change | 100 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 73 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| TOTH FINANCIAL ADVISORY CORP | History | No change | 101 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 80 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Parkside Financial Bank & Trust | History | No change | 60 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Sep 04, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 36 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Clearstead Trust, LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Golden State Wealth Management, LLC | History | No change | 109 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SHP Wealth Management | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Davis Capital Management | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| SBI Securities Co., Ltd. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Activest Wealth Management | History | No change | 27 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Evolution Advisers, Inc. | History | No change | 26 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Covestor Ltd | History | No change | 64 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Quarry LP | History | No change | 66 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| True Wealth Design, LLC | History | No change | 115 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| Sachetta, LLC | History | No change | 28 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 38 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | No change | 94 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Cornerstone Financial Management LLC | History | No change | 96 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 28, 2026 |