CHUNGHWA TELECOM CO LTD - CHT
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 2,765,296 | 116,806 | 0.18% | 0.18% | 1 | +36,820 | 1.35% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Reduced | 2,761,497 | 116,645 | 0.0% | 0.0% | 2 | -297,290 | -9.72% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,972,894 | 82,289 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,792,333 | 75,708 | 0.0% | — | 4 | +1,792,333 | New | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,494,683 | 63,135 | 0.0% | 0.0% | 5 | +131,166 | 9.62% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 1,120,438 | 47,327 | 0.11% | 0.11% | 6 | +69,652 | 6.63% | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 642,618 | 27,128 | 0.04% | 0.02% | 7 | +319,215 | 98.71% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 581,196 | 24,549 | 0.0% | 0.0% | 8 | -53,603 | -8.44% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 548,080 | 23,145 | 0.0% | 0.0% | 9 | +31,280 | 6.05% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 524,675 | 22,162 | 0.01% | 0.01% | 10 | +96,225 | 22.46% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 520,877 | 22,001 | 0.02% | 0.02% | 11 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Invesco Ltd. | History | Added to | 506,677 | 21,402 | 0.0% | 0.0% | 12 | +491,279 | 3190.54% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 430,025 | 18,164 | 0.01% | 0.01% | 13 | +77,223 | 21.89% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 421,464 | 17,802 | 0.0% | 0.0% | 14 | +53,158 | 14.43% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 316,174 | 13,355 | 0.01% | 0.01% | 15 | +182,198 | 135.99% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 297,210 | 12,554 | 0.02% | 0.02% | 16 | +86,786 | 41.24% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 294,857 | 12,454 | 0.0% | 0.0% | 17 | -89,378 | -23.26% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 211,264 | 8,923 | 0.01% | 0.01% | 18 | -1,230 | -0.58% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 205,476 | 8,679 | 0.01% | 0.0% | 19 | +131,706 | 178.54% | Q1 2026 | May 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 195,000 | 8,236 | 0.01% | 0.01% | 20 | +50,000 | 34.48% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Added to | 164,044 | 6,929 | 0.01% | 0.01% | 21 | +27,237 | 19.91% | Q1 2026 | Apr 21, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 161,785 | 6,833 | 0.06% | 0.06% | 22 | +4,690 | 2.99% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 147,425 | 6,227 | 0.0% | 0.0% | 23 | -9,954 | -6.32% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 141,344 | 5,970 | 0.0% | 0.0% | 24 | +43,330 | 44.21% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 131,635 | 5,560 | 0.05% | 0.05% | 25 | +6,904 | 5.54% | Q1 2026 | May 14, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | No change | 120,097 | 5,072 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Added to | 119,194 | 5,034 | 0.04% | 0.04% | 27 | +6,518 | 5.78% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 113,920 | 4,811 | 0.02% | 0.02% | 28 | +10,516 | 10.17% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 111,632 | 4,715 | 0.0% | 0.0% | 29 | -29,938 | -21.15% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 111,312 | 4,701 | 0.0% | 0.0% | 30 | +1,659 | 1.51% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 105,774 | 4,467 | 0.0% | 0.0% | 31 | +80,718 | 322.15% | Q1 2026 | May 05, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 103,302 | 4,363 | 0.01% | 0.0% | 32 | +40,572 | 64.68% | Q1 2026 | May 01, 2026 |
| Ethic Inc. | History | Added to | 95,043 | 4,014 | 0.06% | 0.05% | 33 | +11,462 | 13.71% | Q1 2026 | Apr 27, 2026 |
| STATE STREET CORP | History | Added to | 86,487 | 3,653 | 0.0% | 0.0% | 34 | +3,584 | 4.32% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 83,792 | 3,533 | 0.0% | 0.0% | 35 | +9,394 | 12.63% | Q1 2026 | May 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 74,066 | 3,111 | 0.0% | 0.0% | 36 | +20,882 | 39.26% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 71,220 | 3,008 | 0.0% | — | 37 | +71,220 | New | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 71,101 | 3,003 | 0.01% | 0.02% | 38 | -62,382 | -46.73% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 67,896 | 2,867 | 0.0% | 0.0% | 39 | +6,658 | 10.87% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 67,581 | 2,854 | 0.0% | 0.0% | 40 | +30,046 | 80.05% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 64,985 | 2,744 | 0.0% | 0.0% | 41 | -44,199 | -40.48% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 61,277 | 2,588 | 0.06% | 0.05% | 42 | +4,139 | 7.24% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 61,102 | 2,580 | 0.04% | 0.03% | 43 | +3,132 | 5.4% | Q1 2026 | May 11, 2026 |
| NLB Skladi, upravljanje premozenja, d.o.o. | History | Added to | 57,567 | 2,431 | 0.12% | 0.1% | 44 | +3,928 | 7.32% | Q1 2026 | May 11, 2026 |
| SEI INVESTMENTS CO | History | Added to | 57,324 | 2,421 | 0.0% | 0.0% | 45 | +13,856 | 31.88% | Q1 2026 | May 13, 2026 |
| R Squared Ltd | History | Added to | 55,164 | 2,330 | 1.28% | 0.54% | 46 | +27,200 | 97.27% | Q1 2026 | Apr 29, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 55,155 | 2,329 | 0.01% | 0.01% | 47 | +6,591 | 13.57% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 54,879 | 2,318 | 0.07% | 0.04% | 48 | +22,071 | 67.27% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 51,389 | 2,170 | 0.02% | 0.02% | 49 | +1,307 | 2.61% | Q1 2026 | May 13, 2026 |
| Kathmere Capital Management, LLC | History | Added to | 51,181 | 2,161 | 0.13% | 0.13% | 50 | +3,789 | 8.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 49,832 | 2,104 | 0.0% | 0.0% | 51 | +4,590 | 10.15% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 48,866 | 2,064 | 0.01% | — | 52 | +48,866 | New | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 47,725 | 2,015 | 0.01% | 0.01% | 53 | +12,447 | 35.28% | Q1 2026 | Apr 30, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 47,521 | 2,007 | 0.02% | 0.01% | 54 | +3,233 | 7.3% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 47,032 | 1,986 | 0.01% | 0.01% | 55 | +3,110 | 7.08% | Q1 2026 | May 11, 2026 |
| Aquatic Capital Management LLC | History | Added to | 44,966 | 1,899 | 0.05% | 0.02% | 56 | +27,788 | 161.77% | Q1 2026 | May 15, 2026 |
| Perpetual Ltd | History | New | 41,158 | 1,738 | 0.03% | — | 57 | +41,158 | New | Q1 2026 | Apr 14, 2026 |
| US BANCORP \DE\ | History | Reduced | 39,845 | 1,683 | 0.0% | 0.0% | 58 | -641 | -1.58% | Q1 2026 | May 14, 2026 |
| First Affirmative Financial Network | History | New | 39,508 | 1,668 | 0.65% | — | 59 | +39,508 | New | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 39,182 | 1,654 | 0.0% | 0.0% | 60 | +5,795 | 17.36% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 39,022 | 1,619 | 0.0% | 0.0% | 61 | +4,637 | 13.49% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 38,264 | 1,616 | 0.02% | 0.02% | 62 | +6,051 | 18.78% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 37,542 | 1,585 | 0.0% | 0.0% | 63 | +4,521 | 13.69% | Q1 2026 | May 06, 2026 |
| West Family Investments, Inc. | History | Reduced | 35,073 | 1,481 | 0.52% | 0.4% | 64 | -6,258 | -15.14% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 34,902 | 1,474 | 0.0% | 0.0% | 65 | +6,111 | 21.23% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 34,726 | 1,466 | 0.02% | 0.02% | 66 | -1,668 | -4.58% | Q1 2026 | Apr 07, 2026 |
| Savant Capital, LLC | History | Added to | 34,084 | 1,439 | 0.01% | 0.01% | 67 | +6,786 | 24.86% | Q1 2026 | May 04, 2026 |
| Vestmark Advisory Solutions, Inc. | History | New | 31,756 | 1,341 | 0.01% | — | 68 | +31,756 | New | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 31,700 | 1,338 | 0.0% | 0.0% | 69 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 28,642 | 1,209 | 0.0% | 0.0% | 70 | +23,540 | 461.39% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 28,243 | 1,192 | 0.02% | 0.02% | 71 | +4,585 | 19.38% | Q1 2026 | May 07, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 26,473 | 1,118 | 0.07% | — | 72 | +26,473 | New | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 25,590 | 1,080 | 0.0% | 0.0% | 73 | -732 | -2.78% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Added to | 22,676 | 957 | 0.03% | 0.01% | 74 | +15,318 | 208.18% | Q1 2026 | Apr 29, 2026 |
| PCM Encore, LLC | History | Added to | 21,954 | 927 | 0.19% | 0.18% | 75 | +1,607 | 7.9% | Q1 2026 | May 12, 2026 |
| Ascent Group, LLC | History | Added to | 21,931 | 926 | 0.03% | 0.03% | 76 | +1,662 | 8.2% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 21,264 | 898 | 0.0% | 0.0% | 77 | +18,149 | 582.63% | Q1 2026 | Apr 16, 2026 |
| CITIGROUP INC | History | Added to | 19,009 | 802 | 0.0% | 0.0% | 78 | +3,813 | 25.09% | Q1 2026 | May 11, 2026 |
| Summit Global Investments | History | Added to | 18,350 | 775 | 0.05% | 0.03% | 79 | +5,351 | 41.16% | Q1 2026 | May 07, 2026 |
| WINTON GROUP Ltd | History | New | 18,215 | 769 | 0.03% | — | 80 | +18,215 | New | Q1 2026 | May 12, 2026 |
| Blue Trust, Inc. | History | Reduced | 17,799 | 751 | 0.01% | 0.01% | 81 | -358 | -1.97% | Q1 2026 | Apr 20, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | New | 17,671 | 746 | 0.0% | — | 82 | +17,671 | New | Q1 2026 | May 06, 2026 |
| AUGUSTINE ASSET MANAGEMENT INC | History | No change | 17,659 | 745 | 0.17% | 0.15% | 83 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 17,628 | 744 | 0.0% | 0.0% | 84 | -7,459 | -29.73% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 17,400 | 734 | 0.0% | — | 85 | +17,400 | New | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | Added to | 16,388 | 692 | 0.29% | 0.22% | 86 | +1,440 | 9.63% | Q1 2026 | Apr 20, 2026 |
| PDS Planning, Inc | History | Added to | 16,234 | 685 | 0.05% | 0.04% | 87 | +1,189 | 7.9% | Q1 2026 | Apr 21, 2026 |
| Lester Murray Antman dba SimplyRich | History | No change | 14,885 | 628 | 0.16% | 0.16% | 88 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 14,376 | 607 | 0.01% | 0.01% | 89 | +1,080 | 8.12% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 14,364 | 606 | 0.0% | 0.0% | 90 | +14,110 | 5555.12% | Q1 2026 | May 14, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Added to | 13,864 | 585 | 0.0% | 0.0% | 91 | +424 | 3.15% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Added to | 13,401 | 566 | 0.09% | 0.08% | 92 | +2,508 | 23.02% | Q1 2026 | Apr 28, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 12,528 | 529 | 0.0% | 0.0% | 93 | +8,581 | 217.41% | Q1 2026 | May 15, 2026 |
| Frank, Rimerman Advisors LLC | History | New | 12,255 | 517 | 0.03% | — | 94 | +12,255 | New | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | No change | 12,229 | 516 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| AXQ CAPITAL, LP | History | New | 12,136 | 512 | 0.07% | — | 96 | +12,136 | New | Q1 2026 | May 13, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 11,817 | 499 | 0.0% | 0.0% | 97 | -17,546 | -59.76% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 11,803 | 499 | 0.0% | 0.0% | 98 | +333 | 2.9% | Q1 2026 | May 06, 2026 |
| Caprock Group, LLC | History | Added to | 11,712 | 494 | 0.01% | 0.01% | 99 | +3,618 | 44.7% | Q1 2026 | May 11, 2026 |
| Gallacher Capital Management LLC | History | Added to | 11,689 | 493 | 0.19% | 0.15% | 100 | +2,536 | 27.71% | Q1 2026 | May 05, 2026 |
| Engineers Gate Manager LP | History | Added to | 11,422 | 482 | 0.01% | 0.0% | 101 | +2,791 | 32.34% | Q1 2026 | May 15, 2026 |
| Generali Investments CEE, investicni spolecnost, a.s. | History | No change | 11,429 | 482 | 0.03% | 0.03% | 102 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,359 | 479 | 0.01% | 0.01% | 103 | +3,250 | 40.08% | Q1 2026 | May 15, 2026 |
| Compound Planning, Inc. | History | Added to | 10,994 | 464 | 0.01% | 0.01% | 104 | +642 | 6.2% | Q1 2026 | May 14, 2026 |
| Prospera Financial Services Inc | History | New | 10,888 | 459 | 0.01% | — | 105 | +10,888 | New | Q1 2026 | Apr 14, 2026 |
| Cordatus Wealth Management LLC | History | New | 10,888 | 459 | 0.11% | — | 106 | +10,888 | New | Q1 2026 | Apr 29, 2026 |
| Venturi Wealth Management, LLC | History | Added to | 10,602 | 447 | 0.02% | 0.02% | 107 | +2,032 | 23.71% | Q1 2026 | Apr 21, 2026 |
| BSW Wealth Partners | History | Added to | 10,564 | 446 | 0.05% | 0.03% | 108 | +5,422 | 105.45% | Q1 2026 | Apr 14, 2026 |
| DELTEC ASSET MANAGEMENT LLC | History | No change | 10,398 | 439 | 0.08% | 0.07% | 109 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bridgewater Advisors Inc. | History | Added to | 10,081 | 438 | 0.03% | 0.03% | 110 | +416 | 4.3% | Q1 2026 | May 14, 2026 |
| Aaron Wealth Advisors LLC | History | New | 10,283 | 434 | 0.02% | — | 111 | +10,283 | New | Q1 2026 | Apr 21, 2026 |
| Foster Group, Inc. | History | Reduced | 9,823 | 414 | 0.01% | 0.01% | 112 | -216 | -2.15% | Q1 2026 | Apr 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,675 | 408 | 0.0% | 0.0% | 113 | +3,891 | 67.27% | Q1 2026 | May 05, 2026 |
| SYON CAPITAL LLC | History | Reduced | 9,667 | 408 | 0.02% | 0.03% | 114 | -3,118 | -24.39% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 9,418 | 397 | 0.0% | — | 115 | +9,418 | New | Q1 2026 | May 08, 2026 |
| Texas Yale Capital Corp. | History | No change | 9,000 | 380 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 8,860 | 374 | 0.01% | 0.0% | 117 | +1,917 | 27.61% | Q1 2026 | May 05, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 8,822 | 372 | 0.0% | 0.0% | 118 | +479 | 5.74% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 8,800 | 371 | 0.0% | 0.0% | 119 | -40,345 | -82.09% | Q1 2026 | May 12, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 8,736 | 369 | 0.01% | 0.01% | 120 | +605 | 7.44% | Q1 2026 | May 04, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 8,486 | 358 | 0.01% | 0.0% | 121 | +5,784 | 214.06% | Q1 2026 | May 01, 2026 |
| DRIVE WEALTH MANAGEMENT, LLC | History | Added to | 8,398 | 354 | 0.07% | 0.06% | 122 | +933 | 12.5% | Q1 2026 | Apr 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 8,068 | 340 | 0.01% | 0.01% | 123 | -933 | -10.37% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Reduced | 7,860 | 332 | 0.02% | 0.02% | 124 | -536 | -6.38% | Q1 2026 | Apr 06, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 7,798 | 329 | 0.01% | 0.0% | 125 | +2,309 | 42.07% | Q1 2026 | May 05, 2026 |
| V-Square Quantitative Management LLC | History | Added to | 7,735 | 326 | 0.03% | 0.02% | 126 | +3,670 | 90.28% | Q1 2026 | Apr 27, 2026 |
| Vanguard Global Advisers, LLC | History | New | 7,543 | 318 | 0.0% | — | 127 | +7,543 | New | Q1 2026 | May 08, 2026 |
| D'Orazio & Associates, Inc. | History | Added to | 7,385 | 311 | 0.04% | 0.04% | 128 | +694 | 10.37% | Q1 2026 | May 07, 2026 |
| XPONANCE LLC | History | Added to | 7,348 | 310 | 0.0% | 0.0% | 129 | +2,020 | 37.91% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,197 | 303 | 0.0% | 0.0% | 130 | -8,084 | -52.9% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,044 | 297 | 0.0% | 0.0% | 131 | -844 | -10.7% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 6,772 | 286 | 0.0% | 0.0% | 132 | +1,673 | 32.81% | Q1 2026 | May 15, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 6,583 | 278 | 0.0% | 0.0% | 133 | -302 | -4.39% | Q1 2026 | May 08, 2026 |
| Vest Financial, LLC | History | Added to | 6,496 | 274 | 0.0% | 0.0% | 134 | +1,073 | 19.79% | Q1 2026 | Apr 23, 2026 |
| Greenspring Advisors, LLC | History | New | 6,355 | 268 | 0.02% | — | 136 | +6,355 | New | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Added to | 6,367 | 268 | 0.0% | 0.0% | 135 | +1,530 | 31.63% | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | New | 6,293 | 265 | 0.0% | — | 137 | +6,293 | New | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 5,867 | 247 | 0.0% | 0.0% | 138 | +4,446 | 312.88% | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 5,805 | 245 | 0.0% | 0.0% | 139 | +78 | 1.36% | Q1 2026 | Apr 27, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 5,759 | 243 | 0.01% | 0.05% | 140 | -20,181 | -77.8% | Q1 2026 | May 15, 2026 |
| Vise Technologies, Inc. | History | No change | 5,804 | 242 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Aprio Wealth Management, LLC | History | New | 5,351 | 226 | 0.01% | — | 143 | +5,351 | New | Q1 2026 | May 11, 2026 |
| Fulcrum Equity Management | History | No change | 5,374 | 226 | 0.22% | 0.21% | 142 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Modern Wealth Management, LLC | History | Reduced | 5,260 | 222 | 0.0% | 0.0% | 144 | -19 | -0.36% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 5,223 | 221 | 0.0% | 0.0% | 145 | -1,051 | -16.75% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 5,228 | 220 | 0.0% | — | 146 | +5,228 | New | Q1 2026 | May 14, 2026 |
| May Hill Capital, LLC | History | New | 5,197 | 219 | 0.05% | — | 147 | +5,197 | New | Q1 2026 | May 06, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 5,154 | 217 | 0.0% | — | 148 | +5,154 | New | Q1 2026 | Apr 24, 2026 |
| Merit Financial Group, LLC | History | New | 5,133 | 216 | 0.0% | — | 150 | +5,133 | New | Q1 2026 | Apr 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 5,200 | 216 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sivia Capital Partners, LLC | History | Reduced | 5,103 | 215 | 0.04% | 0.06% | 151 | -2,140 | -29.55% | Q1 2026 | May 12, 2026 |
| EARNED WEALTH ADVISORS, LLC | History | Reduced | 5,048 | 213 | 0.01% | 0.02% | 152 | -525 | -9.42% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 5,022 | 209 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Focus Partners Wealth | History | New | 4,850 | 204 | 0.0% | — | 154 | +4,850 | New | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Reduced | 4,770 | 201 | 0.0% | 0.0% | 155 | -2,796 | -36.95% | Q1 2026 | May 13, 2026 |
| CogentBlue Wealth Advisors, LLC | History | New | 4,746 | 200 | 0.13% | — | 156 | +4,746 | New | Q1 2026 | Apr 16, 2026 |
| CWM, LLC | History | Added to | 4,499 | 190 | 0.0% | 0.0% | 157 | +577 | 14.71% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,262 | 180 | 0.0% | 0.0% | 158 | +37 | 0.88% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 3,954 | 166 | 0.01% | 0.01% | 159 | -332 | -7.75% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 3,908 | 165 | 0.0% | 0.0% | 160 | +1,235 | 46.2% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 2,397 | 101 | 0.0% | 0.0% | 161 | +857 | 55.65% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 2,140 | 90 | 0.0% | 0.0% | 162 | -226 | -9.55% | Q1 2026 | May 11, 2026 |
| Inspire Investing, LLC | History | Added to | 2,004 | 84 | 0.01% | 0.01% | 163 | +203 | 11.27% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,673 | 70 | 0.0% | 0.0% | 164 | +172 | 11.46% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Reduced | 1,611 | 68 | 0.0% | 0.01% | 165 | -3,643 | -69.34% | Q1 2026 | May 13, 2026 |
| Westside Investment Management, Inc. | History | No change | 1,491 | 63 | 0.01% | 0.01% | 166 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,429 | 60 | 0.01% | 0.01% | 167 | +148 | 11.55% | Q1 2026 | May 11, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 1,297 | 54 | 0.01% | 0.01% | 168 | +159 | 13.97% | Q1 2026 | Apr 17, 2026 |
| Legal & General Group Plc | History | No change | 1,240 | 52 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 1,160 | 48 | 0.0% | 0.0% | 170 | -12,876 | -91.74% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 930 | 39 | 0.0% | 0.0% | 171 | +201 | 27.57% | Q1 2026 | May 13, 2026 |
| Advisory Services Network, LLC | History | New | 850 | 35 | 0.0% | — | 172 | +850 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 669 | 28 | 0.0% | 0.0% | 173 | +301 | 81.79% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 584 | 24 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MAI Capital Management | History | Added to | 486 | 20 | 0.0% | 0.0% | 175 | +393 | 422.58% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 483 | 20 | 0.0% | 0.0% | 176 | -50 | -9.38% | Q1 2026 | Apr 24, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 475 | 20 | 0.0% | 0.0% | 177 | +1 | 0.21% | Q1 2026 | Apr 27, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 399 | 16 | 0.0% | 0.0% | 178 | +305 | 324.47% | Q1 2026 | Apr 30, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 397 | 16 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 354 | 14 | 0.0% | 0.0% | 181 | +321 | 972.73% | Q1 2026 | Apr 21, 2026 |
| ASSETMARK, INC | History | Added to | 354 | 14 | 0.0% | 0.0% | 180 | +25 | 7.6% | Q1 2026 | May 06, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 326 | 13 | 0.01% | — | 182 | +326 | New | Q1 2026 | May 12, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 285 | 12 | 0.0% | — | 186 | +285 | New | Q1 2026 | May 08, 2026 |
| Cornerstone Financial Management LLC | History | Added to | 287 | 12 | 0.01% | 0.01% | 185 | +112 | 64.0% | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Reduced | 293 | 12 | 0.0% | 0.0% | 184 | -28 | -8.72% | Q1 2026 | Apr 13, 2026 |
| Parkside Financial Bank & Trust | History | No change | 296 | 12 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 284 | 11 | 0.0% | 0.0% | 190 | +69 | 32.09% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 280 | 11 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 250 | 11 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 280 | 11 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LRI Investments, LLC | History | New | 256 | 10 | 0.0% | — | 193 | +256 | New | Q1 2026 | Apr 30, 2026 |
| SHP Wealth Management | History | New | 240 | 10 | 0.0% | — | 192 | +240 | New | Q1 2026 | May 08, 2026 |
| WealthCollab, LLC | History | Reduced | 257 | 10 | 0.0% | 0.0% | 191 | -34 | -11.68% | Q1 2026 | May 13, 2026 |
| Key FInancial Inc | History | No change | 227 | 9 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Crewe Advisors LLC | History | No change | 194 | 8 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 167 | 7 | 0.01% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Versant Capital Management, Inc | History | New | 162 | 6 | 0.0% | — | 198 | +162 | New | Q1 2026 | Apr 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 145 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | Reduced | 131 | 5 | 0.0% | 0.0% | 199 | -27 | -17.09% | Q1 2026 | Apr 06, 2026 |
| North Star Investment Management Corp. | History | New | 112 | 4 | 0.0% | — | 203 | +112 | New | Q1 2026 | Apr 23, 2026 |
| JPL Wealth Management, LLC | History | New | 104 | 4 | 0.0% | — | 204 | +104 | New | Q1 2026 | May 08, 2026 |
| Root Financial Partners, LLC | History | Added to | 103 | 4 | 0.0% | 0.0% | 202 | +47 | 83.93% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | No change | 103 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TSFG, LLC | History | No change | 98 | 4 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | Added to | 86 | 3 | 0.0% | 0.0% | 206 | +61 | 244.0% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 84 | 3 | 0.0% | 0.0% | 205 | -32 | -27.59% | Q1 2026 | May 15, 2026 |
| Elequin Capital, LP | History | New | 61 | 2 | 0.0% | — | 209 | +61 | New | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 51 | 2 | 0.0% | — | 208 | +51 | New | Q1 2026 | May 15, 2026 |
| TUCKER ASSET MANAGEMENT LLC | History | No change | 53 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 34 | 1 | 0.0% | — | 213 | +34 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | New | 34 | 1 | 0.0% | — | 214 | +34 | New | Q1 2026 | May 08, 2026 |
| Trust Co | History | No change | 26 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Navigoe, LLC | History | No change | 39 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Ares Financial Consulting, LLC | History | No change | 30 | 1 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Mondrian Investment Partners LTD | History | Closed out | 0 | 0 | — | 0.16% | — | -226,153 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,478 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -12,687 | -100.0% | Q1 2026 | May 15, 2026 |
| Tuttle Capital Management, LLC | History | Closed out | 0 | 0 | — | 1.12% | — | -12,184 | -100.0% | Q1 2026 | May 04, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,008 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,147 | -100.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -7,875 | -100.0% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,275 | -100.0% | Q1 2026 | May 04, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,102 | -100.0% | Q1 2026 | May 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -199 | -100.0% | Q1 2026 | May 11, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -166 | -100.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -144 | -100.0% | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | Closed out | 0 | 0 | — | 0.0% | — | -142 | -100.0% | Q1 2026 | Apr 17, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | Reduced | 15 | 0 | — | 0.0% | — | -23 | -60.53% | Q1 2026 | Apr 10, 2026 |
| Ancora Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -16 | -100.0% | Q1 2026 | May 15, 2026 |
| GoalVest Advisory LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |