Carlyle Group Inc. - CG
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 26,368,246 | 1,558,627 | 0.02% | 0.02% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 31,024,445 | 1,501,272 | 0.03% | 0.03% | 2 | +327,986 | 1.07% | Q1 2026 | May 13, 2026 |
| Capital World Investors | History | Reduced | 17,827,216 | 862,658 | 0.12% | 0.16% | 3 | -2,143,663 | -10.73% | Q1 2026 | May 13, 2026 |
| HARRIS ASSOCIATES L P | History | Added to | 16,583,907 | 802,495 | 1.07% | 1.14% | 4 | +1,385,638 | 9.12% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 11,819,550 | 571,948 | 0.03% | — | 5 | +11,819,550 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 11,393,671 | 551,339 | 0.01% | — | 6 | +11,393,671 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 10,172,445 | 492,244 | 0.03% | 0.04% | 7 | -17,503 | -0.17% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 9,680,870 | 468,457 | 0.02% | 0.02% | 8 | +135,751 | 1.42% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 8,253,055 | 399,365 | 0.17% | 0.23% | 9 | -993,276 | -10.74% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 7,649,009 | 372,939 | 0.13% | 0.15% | 10 | -86,289 | -1.12% | Q1 2026 | May 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 6,301,109 | 304,910 | 1.01% | 1.18% | 11 | -830,793 | -11.65% | Q1 2026 | May 08, 2026 |
| NORGES BANK | History | No change | 4,876,621 | 288,257 | 0.03% | 0.03% | 12 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| ALKEON CAPITAL MANAGEMENT LLC | History | No change | 5,941,316 | 287,500 | 0.48% | 0.56% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 5,149,123 | 248,599 | 0.02% | 0.02% | 14 | +149,243 | 2.98% | Q1 2026 | May 15, 2026 |
| ARIEL INVESTMENTS, LLC | History | Added to | 3,981,757 | 192,677 | 2.16% | 2.52% | 15 | +31,424 | 0.8% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 3,704,590 | 179,265 | 0.01% | 0.01% | 16 | +1,337,912 | 56.53% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 3,502,332 | 169,477 | 0.04% | 0.04% | 17 | +241,955 | 7.42% | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 3,045,978 | 147,336 | 0.03% | 0.04% | 18 | -130,391 | -4.11% | Q1 2026 | May 07, 2026 |
| UBS Group AG | History | Added to | 2,942,388 | 142,382 | 0.02% | 0.02% | 19 | +405,850 | 16.0% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,721,593 | 131,697 | 0.03% | 0.03% | 20 | +216,144 | 8.63% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,499,796 | 120,965 | 0.02% | 0.02% | 21 | +16,793 | 0.68% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 2,174,369 | 105,217 | 0.01% | 0.01% | 22 | +934,309 | 75.34% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 2,047,650 | 99,085 | 0.02% | 0.02% | 23 | +23,065 | 1.14% | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,737,666 | 84,085 | 0.01% | 0.01% | 24 | +629,305 | 56.78% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,606,839 | 77,754 | 0.02% | — | 25 | +1,606,839 | New | Q1 2026 | May 08, 2026 |
| Beutel, Goodman & Co Ltd. | History | Reduced | 1,518,992 | 73,504 | 0.5% | 0.88% | 26 | -916,145 | -37.62% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,516,611 | 73,388 | 0.02% | 0.02% | 27 | +136,384 | 9.88% | Q1 2026 | May 13, 2026 |
| REGENTS OF THE UNIVERSITY OF CALIFORNIA | History | New | 1,516,016 | 73,360 | 2.44% | — | 28 | +1,516,016 | New | Q1 2026 | May 28, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,338,807 | 64,784 | 0.0% | 0.01% | 29 | -151,757 | -10.18% | Q1 2026 | May 15, 2026 |
| MARKEL GROUP INC. | History | No change | 1,327,000 | 64,213 | 0.54% | 0.63% | 30 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ALGEBRIS (UK) LTD | History | Added to | 1,295,034 | 62,563 | 4.53% | 4.0% | 31 | +441,780 | 51.78% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,143,806 | 55,348 | 0.01% | 0.01% | 32 | +191,117 | 20.06% | Q1 2026 | May 12, 2026 |
| Davis Asset Management, L.P. | History | Added to | 1,131,000 | 54,729 | 1.58% | 2.12% | 33 | +131,000 | 13.1% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,176,413 | 54,609 | 0.0% | 0.0% | 34 | +197,210 | 20.14% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,127,984 | 54,583 | 0.01% | 0.01% | 35 | +60,929 | 5.71% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 959,516 | 46,430 | 0.01% | 0.01% | 36 | +286,869 | 42.65% | Q1 2026 | Apr 30, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 936,458 | 45,192 | 0.05% | 0.06% | 37 | +2,926 | 0.31% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 883,679 | 42,761 | 0.01% | 0.0% | 38 | +474,667 | 116.05% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 809,274 | 39,160 | 0.01% | 0.02% | 39 | -120,499 | -12.96% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 800,827 | 38,752 | 0.01% | 0.01% | 40 | +206,710 | 34.79% | Q1 2026 | May 06, 2026 |
| Valiant Capital Management, L.P. | History | New | 800,000 | 38,712 | 2.22% | — | 41 | +800,000 | New | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 718,651 | 34,775 | 0.03% | 0.03% | 42 | +15,773 | 2.24% | Q1 2026 | May 12, 2026 |
| Freestone Grove Partners LP | History | Added to | 693,262 | 33,546 | 0.24% | 0.19% | 43 | +249,120 | 56.09% | Q1 2026 | May 15, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | Added to | 691,425 | 33,458 | 0.96% | 1.14% | 44 | +27,484 | 4.14% | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 677,750 | 32,796 | 0.01% | 0.01% | 45 | -438,477 | -39.28% | Q1 2026 | May 12, 2026 |
| FRANKLIN STREET ADVISORS INC /NC | History | Reduced | 663,226 | 32,093 | 1.97% | 2.44% | 46 | -60,813 | -8.4% | Q1 2026 | Apr 10, 2026 |
| Amundi | History | Reduced | 656,220 | 31,754 | 0.01% | 0.01% | 47 | -162,315 | -19.83% | Q1 2026 | May 15, 2026 |
| Prana Capital Management, LP | History | New | 650,586 | 31,481 | 0.96% | — | 48 | +650,586 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 583,800 | 28,250 | 0.0% | 0.01% | 49 | -127,675 | -17.95% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 579,076 | 28,021 | 0.01% | 0.02% | 50 | +21,027 | 3.77% | Q1 2026 | May 04, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | Added to | 542,251 | 26,239 | 3.18% | 3.19% | 51 | +108,399 | 24.99% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 527,290 | 25,515 | 0.48% | 0.52% | 52 | +66,045 | 14.32% | Q1 2026 | Apr 24, 2026 |
| CastleKnight Management LP | History | Added to | 502,976 | 24,339 | 0.41% | 0.35% | 53 | +237,600 | 89.53% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 485,958 | 23,515 | 0.04% | 0.05% | 54 | +5,393 | 1.12% | Q1 2026 | May 14, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 483,692 | 23,405 | 0.02% | 0.02% | 55 | -23,848 | -4.7% | Q1 2026 | Apr 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 483,102 | 23,377 | 0.02% | 0.02% | 56 | -24,472 | -4.82% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 480,930 | 23,272 | 0.07% | 0.0% | 57 | +460,796 | 2288.65% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 474,701 | 22,970 | 0.02% | — | 58 | +474,701 | New | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 471,242 | 22,803 | 0.01% | 0.01% | 59 | +11,872 | 2.58% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 465,444 | 22,522 | 0.05% | 0.06% | 60 | -5,591 | -1.19% | Q1 2026 | May 06, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 464,176 | 22,461 | 0.01% | 0.02% | 61 | +563 | 0.12% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 375,142 | 22,174 | 0.01% | 0.01% | 62 | -68,159 | -15.38% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Reduced | 428,255 | 20,723 | 0.09% | 0.09% | 63 | -63,435 | -12.9% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 399,461 | 19,329 | 0.01% | 0.01% | 64 | -190,298 | -32.27% | Q1 2026 | May 14, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 389,925 | 18,869 | 0.01% | 0.02% | 65 | -1,973 | -0.5% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 381,643 | 18,467 | 0.0% | 0.0% | 66 | -8,797 | -2.25% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 377,242 | 18,311 | 0.03% | 0.04% | 67 | +16,695 | 4.63% | Q1 2026 | May 14, 2026 |
| Woodline Partners LP | History | New | 351,606 | 17,014 | 0.06% | — | 68 | +351,606 | New | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 332,306 | 16,080 | 0.17% | 0.31% | 69 | -166,685 | -33.4% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Added to | 331,000 | 16,017 | 0.03% | 0.03% | 70 | +7,100 | 2.19% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 324,821 | 15,718 | 0.02% | 0.03% | 71 | -625 | -0.19% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 319,119 | 15,442 | 0.02% | 0.02% | 72 | -11,675 | -3.53% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 318,127 | 15,394 | 0.05% | 0.06% | 73 | +6,691 | 2.15% | Q1 2026 | Apr 24, 2026 |
| Holocene Advisors, LP | History | New | 317,967 | 15,386 | 0.04% | — | 74 | +317,967 | New | Q1 2026 | May 15, 2026 |
| Sargent Investment Group, LLC | History | Reduced | 303,683 | 14,695 | 1.94% | 2.26% | 75 | -1,404 | -0.46% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 295,332 | 14,291 | 0.0% | 0.01% | 76 | -111,403 | -27.39% | Q1 2026 | May 14, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 287,415 | 13,908 | 0.44% | 1.01% | 77 | -315,478 | -52.33% | Q1 2026 | May 21, 2026 |
| Cerity Partners LLC | History | Added to | 285,201 | 13,800 | 0.02% | 0.01% | 78 | +198,279 | 228.11% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 281,176 | 13,606 | 0.01% | 0.01% | 79 | +112,578 | 66.77% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Reduced | 275,091 | 13,313 | 0.33% | 0.5% | 80 | -33,636 | -10.9% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 259,216 | 12,543 | 0.0% | 0.0% | 81 | +37,788 | 17.07% | Q1 2026 | May 13, 2026 |
| Allen Mooney & Barnes Investment Advisors LLC | History | Added to | 258,736 | 12,520 | 1.8% | 2.24% | 82 | +6,423 | 2.55% | Q1 2026 | Apr 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 250,022 | 12,098 | 0.01% | 0.0% | 83 | +153,957 | 160.26% | Q1 2026 | May 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 244,985 | 11,854 | 0.13% | — | 84 | +244,985 | New | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 243,940 | 11,804 | 0.01% | 0.01% | 85 | +119,700 | 96.35% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 256,250 | 11,703 | 0.01% | 0.0% | 86 | +246,857 | 2628.1% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 239,753 | 11,601 | 0.01% | 0.01% | 87 | +19,621 | 8.91% | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 239,545 | 11,591 | 0.02% | 0.02% | 88 | +27,121 | 12.77% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Reduced | 239,215 | 11,576 | 0.23% | 0.31% | 89 | -22,825 | -8.71% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 236,549 | 11,447 | 0.0% | 0.0% | 90 | +24,435 | 11.52% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | Reduced | 236,261 | 11,432 | 0.04% | 0.05% | 91 | -6,552 | -2.7% | Q1 2026 | May 14, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 223,719 | 10,825 | 0.87% | 0.94% | 92 | +19,096 | 9.33% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 215,300 | 10,418 | 0.01% | 0.0% | 93 | +181,200 | 531.38% | Q1 2026 | May 15, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 199,681 | 10,401 | 0.03% | 0.0% | 94 | +182,704 | 1076.19% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 212,167 | 10,251 | 0.01% | 0.0% | 95 | +103,552 | 95.34% | Q1 2026 | Apr 30, 2026 |
| MetLife Investment Management, LLC | History | Added to | 208,822 | 10,104 | 0.05% | 0.06% | 96 | +11,110 | 5.62% | Q1 2026 | May 14, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Reduced | 205,869 | 9,962 | 0.02% | 0.03% | 97 | -4,995 | -2.37% | Q1 2026 | May 01, 2026 |
| FORSTA AP-FONDEN | History | No change | 164,100 | 9,699 | 0.06% | 0.06% | 98 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Gator Capital Management, LLC | History | Added to | 191,195 | 9,251 | 1.89% | 1.97% | 99 | +27,060 | 16.49% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 191,081 | 9,246 | 0.11% | 0.16% | 100 | -2,377 | -1.23% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 182,418 | 8,827 | 0.02% | 0.02% | 101 | +65,544 | 56.08% | Q1 2026 | May 01, 2026 |
| Aberdeen Group plc | History | Added to | 180,914 | 8,754 | 0.01% | 0.02% | 102 | +5,206 | 2.96% | Q1 2026 | Apr 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 176,712 | 8,551 | 0.06% | — | 103 | +176,712 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 165,350 | 8,001 | 0.0% | 0.0% | 104 | -7,476 | -4.33% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 163,766 | 7,924 | 0.01% | 0.01% | 105 | +865 | 0.53% | Q1 2026 | May 12, 2026 |
| Capital International, Inc./CA/ | History | Added to | 160,648 | 7,773 | 0.06% | 0.06% | 106 | +35,228 | 28.09% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 160,477 | 7,765 | 0.01% | 0.02% | 107 | -4,237 | -2.57% | Q1 2026 | May 15, 2026 |
| BW Gestao de Investimentos Ltda. | History | New | 160,000 | 7,742 | 0.26% | — | 108 | +160,000 | New | Q1 2026 | Apr 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 158,087 | 7,649 | 0.01% | 0.02% | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BAMCO INC /NY/ | History | No change | 157,000 | 7,597 | 0.02% | 0.03% | 110 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 156,270 | 7,574 | 0.01% | 0.01% | 111 | -53,322 | -25.44% | Q1 2026 | May 14, 2026 |
| Cinctive Capital Management LP | History | New | 155,284 | 7,514 | 0.49% | — | 112 | +155,284 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 148,212 | 7,172 | 0.01% | 0.02% | 113 | -2,875 | -1.9% | Q1 2026 | May 01, 2026 |
| WINSLOW ASSET MANAGEMENT INC | History | Reduced | 145,118 | 7,022 | 1.36% | 1.59% | 114 | -1,080 | -0.74% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 144,895 | 7,011 | 0.01% | 0.01% | 115 | -3,800 | -2.56% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 142,145 | 6,878 | 0.01% | 0.01% | 116 | +3,966 | 2.87% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 137,611 | 6,658 | 0.0% | 0.0% | 117 | +125,562 | 1042.09% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 136,700 | 6,614 | 0.01% | — | 118 | +136,700 | New | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | No change | 131,309 | 6,354 | 0.02% | 0.02% | 119 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | New | 129,768 | 6,279 | 0.02% | — | 120 | +129,768 | New | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 127,644 | 6,176 | 0.0% | — | 121 | +127,644 | New | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 127,300 | 6,160 | 0.01% | 0.01% | 122 | +55,700 | 77.79% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 122,585 | 5,931 | 0.01% | 0.02% | 123 | +4,321 | 3.65% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 118,099 | 5,916 | 0.0% | 0.0% | 124 | +19,013 | 19.19% | Q1 2026 | May 12, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 122,231 | 5,914 | 0.0% | 0.0% | 125 | +10,594 | 9.49% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Added to | 124,736 | 5,912 | 0.29% | 0.36% | 126 | +9,644 | 8.38% | Q1 2026 | Apr 27, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 121,572 | 5,882 | 0.0% | 0.0% | 127 | -25,385 | -17.27% | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 121,118 | 5,860 | 0.02% | 0.01% | 128 | +83,168 | 219.15% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | Added to | 120,809 | 5,845 | 0.01% | 0.0% | 129 | +109,580 | 975.87% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Added to | 116,839 | 5,654 | 0.04% | 0.05% | 130 | +1,186 | 1.03% | Q1 2026 | May 08, 2026 |
| APG Asset Management N.V. | History | Reduced | 133,292 | 5,597 | 0.02% | 0.02% | 131 | -1,945 | -1.44% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 114,607 | 5,545 | 0.01% | 0.01% | 132 | -66,583 | -36.75% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 114,292 | 5,530 | 0.01% | 0.01% | 133 | +130 | 0.11% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 112,243 | 5,431 | 0.05% | 0.05% | 134 | +795 | 0.71% | Q1 2026 | Apr 29, 2026 |
| Texas Yale Capital Corp. | History | Added to | 112,232 | 5,430 | 0.15% | 0.18% | 135 | +10,523 | 10.35% | Q1 2026 | May 04, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 111,962 | 5,418 | 0.02% | 0.02% | 136 | +2,382 | 2.17% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 107,758 | 5,214 | 0.02% | — | 137 | +107,758 | New | Q1 2026 | May 08, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 106,689 | 5,164 | 0.01% | 0.0% | 138 | +89,689 | 527.58% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 85,861 | 5,075 | 0.02% | 0.02% | 139 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Tredje AP-fonden | History | Added to | 103,696 | 5,017 | 0.03% | 0.02% | 140 | +64,388 | 163.8% | Q1 2026 | May 12, 2026 |
| XTX Topco Ltd | History | New | 102,073 | 4,939 | 0.09% | — | 141 | +102,073 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 101,869 | 4,929 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Added to | 101,542 | 4,913 | 0.06% | 0.07% | 143 | +12,148 | 13.59% | Q1 2026 | Apr 28, 2026 |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | History | No change | 99,723 | 4,825 | 0.35% | 0.44% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 99,445 | 4,812 | 0.05% | 0.07% | 145 | -8,551 | -7.92% | Q1 2026 | May 07, 2026 |
| PEAK6 LLC | History | Reduced | 99,051 | 4,793 | 0.01% | 0.02% | 146 | -89,224 | -47.39% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | New | 96,565 | 4,672 | 0.22% | — | 147 | +96,565 | New | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 94,107 | 4,549 | 0.0% | 0.01% | 148 | +807 | 0.86% | Q1 2026 | Apr 22, 2026 |
| TWINBEECH CAPITAL LP | History | New | 93,488 | 4,523 | 0.47% | — | 149 | +93,488 | New | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 93,433 | 4,521 | 0.0% | 0.01% | 150 | -22,667 | -19.52% | Q1 2026 | May 11, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 92,509 | 4,476 | 0.01% | 0.01% | 151 | -2,126 | -2.25% | Q1 2026 | May 12, 2026 |
| WINTON GROUP Ltd | History | New | 92,262 | 4,464 | 0.16% | — | 152 | +92,262 | New | Q1 2026 | May 12, 2026 |
| AVIVA PLC | History | Added to | 91,697 | 4,437 | 0.01% | 0.01% | 153 | +1,277 | 1.41% | Q1 2026 | May 14, 2026 |
| Asset Management One Co., Ltd. | History | Added to | 90,301 | 4,369 | 0.01% | 0.01% | 154 | +3,046 | 3.49% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 89,168 | 4,315 | 0.01% | 0.01% | 155 | -8,418 | -8.63% | Q1 2026 | Apr 27, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 87,525 | 4,235 | 0.01% | 0.01% | 156 | -38,815 | -30.72% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 83,522 | 4,042 | 0.01% | 0.01% | 157 | +9,641 | 13.05% | Q1 2026 | Apr 22, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 83,153 | 4,023 | 0.08% | — | 158 | +83,153 | New | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 77,032 | 3,950 | 0.09% | 0.12% | 159 | -49 | -0.06% | Q1 2026 | May 04, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 81,302 | 3,934 | 0.02% | 0.02% | 160 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Kerusso Capital Management LLC | History | Reduced | 80,756 | 3,907 | 1.96% | 2.36% | 161 | -5,712 | -6.61% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 80,400 | 3,890 | 0.02% | 0.02% | 162 | +3,600 | 4.69% | Q1 2026 | Apr 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 80,080 | 3,875 | 0.03% | 0.04% | 163 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 79,794 | 3,861 | 0.01% | 0.01% | 164 | +945 | 1.2% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 78,647 | 3,805 | 0.0% | 0.0% | 165 | +13,690 | 21.08% | Q1 2026 | May 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 78,619 | 3,804 | 0.04% | 0.06% | 166 | -3,750 | -4.55% | Q1 2026 | Apr 24, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 77,544 | 3,752 | 0.56% | 0.73% | 167 | -6,826 | -8.09% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 76,122 | 3,683 | 0.01% | 0.01% | 168 | -2,594 | -3.3% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 76,027 | 3,679 | 0.01% | 0.01% | 169 | -3,729 | -4.68% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 75,200 | 3,638 | 0.06% | 0.07% | 170 | +3,400 | 4.74% | Q1 2026 | Apr 20, 2026 |
| one8zero8, LLC | History | Added to | 74,130 | 3,587 | 0.8% | 0.95% | 171 | +300 | 0.41% | Q1 2026 | May 07, 2026 |
| Polar Asset Management Partners Inc. | History | New | 74,007 | 3,581 | 0.07% | — | 172 | +74,007 | New | Q1 2026 | May 15, 2026 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | History | Added to | 73,236 | 3,543 | 0.02% | 0.03% | 173 | +20,950 | 40.07% | Q1 2026 | Apr 27, 2026 |
| Lansforsakringar Fondforvaltning AB (publ) | History | No change | 71,959 | 3,482 | 0.02% | 0.02% | 174 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SG Americas Securities, LLC | History | Reduced | 71,511 | 3,460 | 0.0% | 0.01% | 175 | -2,662 | -3.59% | Q1 2026 | Apr 16, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 68,529 | 3,316 | 0.0% | 0.01% | 176 | -96,924 | -58.58% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 66,765 | 3,230 | 0.0% | 0.01% | 177 | -19,278 | -22.41% | Q1 2026 | May 05, 2026 |
| Handelsbanken Fonder AB | History | No change | 66,700 | 3,228 | 0.01% | 0.01% | 178 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Resona Asset Management Co.,Ltd. | History | Reduced | 66,499 | 3,199 | 0.02% | 0.02% | 179 | -1,434 | -2.11% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 65,018 | 3,146 | 0.02% | 0.02% | 180 | +82 | 0.13% | Q1 2026 | May 01, 2026 |
| Stanley-Laman Group, Ltd. | History | Reduced | 64,679 | 3,129 | 0.38% | 0.49% | 181 | -186 | -0.29% | Q1 2026 | Apr 16, 2026 |
| Arizona State Retirement System | History | Reduced | 63,885 | 3,091 | 0.02% | 0.03% | 182 | -18,925 | -22.85% | Q1 2026 | May 01, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 62,400 | 3,019 | 0.02% | 0.02% | 183 | +1,100 | 1.79% | Q1 2026 | May 04, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | Added to | 62,399 | 3,019 | 0.68% | 0.73% | 184 | +299 | 0.48% | Q1 2026 | Apr 13, 2026 |
| Compagnie Lombard Odier SCmA | History | No change | 62,005 | 3,000 | 0.04% | 0.04% | 185 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 58,134 | 2,813 | 0.04% | 0.04% | 186 | +75 | 0.13% | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 58,866 | 2,786 | 0.01% | 0.01% | 187 | +44,800 | 318.5% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 56,056 | 2,712 | 0.0% | 0.0% | 188 | +832 | 1.51% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 55,554 | 2,688 | 0.0% | 0.0% | 189 | +21,482 | 63.05% | Q1 2026 | May 14, 2026 |
| Buckland Partners Management Co LLC | History | No change | 54,400 | 2,632 | 1.6% | 1.78% | 190 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 53,800 | 2,603 | 0.08% | 0.09% | 191 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 53,252 | 2,576 | 0.03% | 0.04% | 192 | +1,666 | 3.23% | Q1 2026 | Apr 29, 2026 |
| Coastal Bridge Advisors, LLC | History | Reduced | 53,163 | 2,572 | 0.18% | 0.24% | 193 | -2,048 | -3.71% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 52,780 | 2,554 | 0.0% | 0.01% | 194 | -165,064 | -75.77% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 51,351 | 2,485 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SEB Asset Management AB | History | New | 50,434 | 2,440 | 0.01% | — | 196 | +50,434 | New | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 50,266 | 2,432 | 0.0% | 0.0% | 197 | -8,406 | -14.33% | Q1 2026 | May 13, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Added to | 49,995 | 2,419 | 0.03% | 0.02% | 198 | +16,184 | 47.87% | Q1 2026 | Apr 16, 2026 |
| GFG Capital, LLC | History | Added to | 49,811 | 2,410 | 0.77% | 1.04% | 199 | +507 | 1.03% | Q1 2026 | Apr 21, 2026 |
| IFM Investors Pty Ltd | History | Added to | 49,608 | 2,400 | 0.02% | 0.02% | 200 | +5,463 | 12.38% | Q1 2026 | Apr 23, 2026 |
| Corient Private Wealth LLC | History | Reduced | 51,034 | 2,398 | 0.0% | 0.0% | 201 | -13,956 | -21.47% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 48,132 | 2,329 | 0.02% | — | 202 | +48,132 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 47,805 | 2,313 | 0.07% | 0.09% | 203 | +248 | 0.52% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | New | 46,600 | 2,254 | 0.01% | — | 204 | +46,600 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 45,015 | 2,178 | 0.02% | 0.02% | 205 | +7,393 | 19.65% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | No change | 43,467 | 2,103 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 43,004 | 2,080 | 0.0% | 0.0% | 207 | -13,322 | -23.65% | Q1 2026 | May 08, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 42,023 | 2,068 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Utah Retirement Systems | History | Reduced | 42,453 | 2,054 | 0.02% | 0.02% | 209 | -706 | -1.64% | Q1 2026 | May 15, 2026 |
| TORONTO DOMINION BANK | History | Reduced | 42,050 | 2,035 | 0.0% | 0.0% | 210 | -12,984 | -23.59% | Q1 2026 | May 15, 2026 |
| Lalia Capital, LLC | History | New | 42,000 | 2,032 | 1.28% | — | 211 | +42,000 | New | Q1 2026 | May 11, 2026 |
| OP Asset Management Ltd | History | Added to | 41,951 | 2,030 | 0.02% | 0.02% | 212 | +16,213 | 62.99% | Q1 2026 | Apr 10, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 41,765 | 2,015 | 0.01% | 0.0% | 213 | +26,503 | 173.65% | Q1 2026 | May 08, 2026 |
| MILLER VALUE PARTNERS, LLC | History | No change | 40,000 | 1,935 | 0.5% | 0.83% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LBP AM SA | History | Reduced | 39,877 | 1,929 | 0.03% | 0.06% | 215 | -48,198 | -54.72% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 37,971 | 1,837 | 0.01% | 0.01% | 216 | +767 | 2.06% | Q1 2026 | May 05, 2026 |
| Korea Investment CORP | History | Reduced | 36,905 | 1,785 | 0.0% | 0.03% | 217 | -184,191 | -83.31% | Q1 2026 | May 12, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 36,787 | 1,780 | 0.03% | 0.03% | 218 | +4,026 | 12.29% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 35,220 | 1,704 | 0.0% | 0.0% | 219 | -198 | -0.56% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 34,701 | 1,679 | 0.02% | 0.05% | 220 | -33,594 | -49.19% | Q1 2026 | May 05, 2026 |
| MEKETA INVESTMENT GROUP INC /ADV | History | No change | 28,398 | 1,678 | 5.67% | 5.67% | 221 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 33,699 | 1,630 | 0.06% | — | 222 | +33,699 | New | Q1 2026 | May 14, 2026 |
| BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp | History | Reduced | 32,406 | 1,568 | 0.01% | 0.01% | 223 | -9,187 | -22.09% | Q1 2026 | May 13, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 32,010 | 1,548 | 0.07% | 0.08% | 224 | -721 | -2.2% | Q1 2026 | May 11, 2026 |
| AMICA MUTUAL INSURANCE CO | History | No change | 31,766 | 1,537 | 0.13% | 0.16% | 225 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| WESBANCO BANK INC | History | Reduced | 31,452 | 1,521 | 0.04% | 0.26% | 226 | -126,566 | -80.1% | Q1 2026 | Apr 21, 2026 |
| Sierra Capital LLC | History | Reduced | 31,365 | 1,518 | 0.17% | 0.22% | 227 | -4,500 | -12.55% | Q1 2026 | May 15, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | Added to | 30,668 | 1,484 | 0.01% | 0.01% | 228 | +493 | 1.63% | Q1 2026 | May 15, 2026 |
| Diversified Trust Co | History | Reduced | 29,077 | 1,407 | 0.03% | 0.05% | 229 | -13,389 | -31.53% | Q1 2026 | Apr 16, 2026 |
| BANQUE PICTET & CIE SA | History | No change | 28,700 | 1,388 | 0.01% | 0.01% | 230 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 28,033 | 1,356 | 0.01% | 0.01% | 231 | +2,317 | 9.01% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 28,636 | 1,333 | 0.0% | 0.0% | 232 | +6,537 | 29.58% | Q1 2026 | Apr 08, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | Added to | 27,020 | 1,307 | 0.41% | 0.49% | 233 | +725 | 2.76% | Q1 2026 | Apr 14, 2026 |
| Swedbank AB | History | No change | 26,842 | 1,298 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,399 | 1,277 | 0.0% | 0.0% | 235 | -14,228 | -35.02% | Q1 2026 | Apr 27, 2026 |
| Avanza Fonder AB | History | No change | 26,357 | 1,275 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Waterfront Wealth Inc. | History | No change | 26,063 | 1,261 | 0.23% | 0.3% | 237 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 25,870 | 1,251 | 0.11% | 0.13% | 238 | -10,426 | -28.72% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 25,747 | 1,245 | 0.01% | 0.01% | 239 | +3,560 | 16.05% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | Added to | 25,694 | 1,243 | 0.01% | 0.01% | 240 | +8,650 | 50.75% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 25,647 | 1,241 | 0.01% | 0.02% | 241 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 25,480 | 1,233 | 0.0% | 0.0% | 242 | -3,626 | -12.46% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 25,378 | 1,228 | 0.0% | 0.0% | 243 | +6,557 | 34.84% | Q1 2026 | May 12, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 25,129 | 1,215 | 0.02% | 0.02% | 244 | +3,892 | 18.33% | Q1 2026 | May 15, 2026 |
| Onyx Bridge Wealth Group LLC | History | No change | 24,952 | 1,207 | 0.13% | 0.16% | 245 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Mariner, LLC | History | Reduced | 24,931 | 1,206 | 0.0% | 0.0% | 246 | -778 | -3.03% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 24,915 | 1,205 | 0.01% | 0.01% | 247 | -15,091 | -37.72% | Q1 2026 | May 08, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 24,850 | 1,202 | 0.01% | 0.01% | 248 | +4,335 | 21.13% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 24,798 | 1,199 | 0.01% | 0.01% | 249 | +1,675 | 7.24% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 24,629 | 1,191 | 0.0% | 0.0% | 250 | -8,103 | -24.76% | Q1 2026 | May 04, 2026 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | History | No change | 24,622 | 1,191 | 0.01% | 0.01% | 251 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Atria Investments, Inc | History | Reduced | 24,433 | 1,182 | 0.01% | 0.02% | 252 | -494 | -1.98% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 24,202 | 1,171 | 0.0% | 0.0% | 253 | -3,393 | -12.3% | Q1 2026 | May 15, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 24,147 | 1,168 | 0.01% | 0.02% | 254 | -73 | -0.3% | Q1 2026 | Apr 20, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 23,379 | 1,131 | 0.02% | 0.02% | 255 | -731 | -3.03% | Q1 2026 | Apr 22, 2026 |
| NewEdge Advisors, LLC | History | Added to | 23,290 | 1,127 | 0.0% | 0.0% | 256 | +6,658 | 40.03% | Q1 2026 | Jun 02, 2026 |
| GARRISON BRADFORD & ASSOCIATES INC | History | Reduced | 22,643 | 1,095 | 1.24% | 1.47% | 257 | -200 | -0.88% | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 46,376 | 1,083 | 0.02% | 0.03% | 258 | -6,689 | -12.61% | Q1 2026 | Apr 22, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 22,318 | 1,079 | 0.01% | 0.01% | 259 | +686 | 3.17% | Q1 2026 | May 05, 2026 |
| Zhang Financial LLC | History | Reduced | 21,852 | 1,057 | 0.04% | 0.05% | 260 | -1,966 | -8.25% | Q1 2026 | May 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 21,573 | 1,043 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 21,129 | 1,022 | 0.0% | 0.0% | 262 | +15,820 | 297.98% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 21,804 | 1,022 | 0.0% | 0.0% | 263 | +34 | 0.16% | Q1 2026 | May 13, 2026 |
| DAVENPORT & Co LLC | History | Added to | 20,754 | 1,004 | 0.01% | 0.0% | 264 | +5,519 | 36.23% | Q1 2026 | Apr 15, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 20,694 | 1,001 | 0.03% | 0.04% | 265 | +203 | 0.99% | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 20,573 | 995 | 0.0% | 0.0% | 266 | +800 | 4.05% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 20,098 | 973 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Osmosis Investment Management UK Ltd | History | New | 19,812 | 958 | 0.03% | — | 268 | +19,812 | New | Q1 2026 | May 14, 2026 |
| Carson Advisory Inc. | History | Reduced | 19,226 | 930 | 0.48% | 0.61% | 269 | -600 | -3.03% | Q1 2026 | May 07, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 19,127 | 925 | 0.04% | 0.04% | 270 | +216 | 1.14% | Q1 2026 | May 01, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 19,092 | 923 | 0.0% | 0.0% | 271 | +2,350 | 14.04% | Q1 2026 | May 13, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 19,067 | 922 | 0.0% | 0.0% | 272 | -6,626 | -25.79% | Q1 2026 | May 12, 2026 |
| Waterway Wealth Management, LLC | History | Reduced | 19,036 | 921 | 0.2% | 0.34% | 273 | -6,601 | -25.75% | Q1 2026 | Apr 21, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 911 | 911 | 2.77% | 2.27% | 274 | -17,975 | -95.18% | Q1 2026 | Apr 10, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 18,761 | 907 | 0.35% | 0.42% | 275 | +171 | 0.92% | Q1 2026 | May 15, 2026 |
| Arkadios Wealth Advisors | History | Added to | 18,621 | 901 | 0.01% | 0.02% | 276 | +332 | 1.82% | Q1 2026 | May 18, 2026 |
| SIH Partners, LLLP | History | New | 18,600 | 900 | 0.01% | — | 277 | +18,600 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 18,300 | 885 | 0.0% | 0.0% | 278 | +2,087 | 12.87% | Q1 2026 | May 13, 2026 |
| Cordoba Advisory Partners LLC | History | No change | 18,389 | 883 | 0.24% | 0.27% | 279 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TOKIO MARINE ASSET MANAGEMENT CO LTD | History | Added to | 18,236 | 882 | 0.03% | 0.04% | 280 | +839 | 4.82% | Q1 2026 | May 13, 2026 |
| Gulf International Bank (UK) Ltd | History | Added to | 18,114 | 877 | 0.02% | 0.02% | 281 | +6,857 | 60.91% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 17,974 | 869 | 0.0% | 0.0% | 282 | -698 | -3.74% | Q1 2026 | May 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 17,707 | 856 | 0.08% | 0.1% | 283 | +259 | 1.48% | Q1 2026 | Apr 09, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 17,567 | 850 | 0.0% | 0.0% | 284 | -550 | -3.04% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 17,474 | 845 | 0.02% | 0.03% | 285 | -429 | -2.4% | Q1 2026 | Apr 15, 2026 |
| GM Advisory Group, LLC | History | Reduced | 17,231 | 833 | 0.03% | 0.04% | 286 | -1,067 | -5.83% | Q1 2026 | Apr 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 16,812 | 813 | 0.01% | 0.01% | 288 | +3,972 | 30.93% | Q1 2026 | Apr 27, 2026 |
| Investment Management Corp of Ontario | History | Added to | 16,815 | 813 | 0.01% | 0.01% | 287 | +900 | 5.66% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 16,672 | 806 | 0.0% | 0.0% | 289 | +776 | 4.88% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 16,506 | 798 | 0.0% | 0.01% | 290 | -865 | -4.98% | Q1 2026 | May 13, 2026 |
| Winthrop Partners - WNY, LLC | History | Added to | 16,369 | 792 | 0.42% | 0.52% | 291 | +58 | 0.36% | Q1 2026 | May 07, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | No change | 15,720 | 760 | 0.06% | 0.06% | 292 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 15,503 | 750 | 0.01% | 0.01% | 293 | -620 | -3.85% | Q1 2026 | May 12, 2026 |
| O'ROURKE & COMPANY, Inc | History | Added to | 15,512 | 750 | 0.3% | 0.35% | 294 | +67 | 0.43% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 15,477 | 748 | 0.0% | 0.0% | 296 | +3,128 | 25.33% | Q1 2026 | May 14, 2026 |
| Guinness Asset Management LTD | History | Reduced | 15,464 | 748 | 0.01% | 0.02% | 295 | -167 | -1.07% | Q1 2026 | Apr 21, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 15,301 | 740 | 0.01% | 0.01% | 297 | -676 | -4.23% | Q1 2026 | May 06, 2026 |
| CIBC Asset Management Inc | History | Added to | 15,269 | 738 | 0.0% | 0.0% | 298 | +609 | 4.15% | Q1 2026 | May 12, 2026 |
| National Pension Service | History | Added to | 15,248 | 737 | 0.0% | 0.0% | 299 | +1,500 | 10.91% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Added to | 15,199 | 735 | 0.0% | 0.01% | 300 | +3,237 | 27.06% | Q1 2026 | May 14, 2026 |