CNA FINANCIAL CORP - CNA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| LOEWS CORP | History | No change | 248,414,738 | 11,407,204 | 95.92% | 96.56% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,038,171 | 138,844 | 0.06% | 0.07% | 2 | +253,489 | 9.1% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 2,101,092 | 96,482 | 0.07% | 0.05% | 3 | +540,448 | 34.63% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 1,783,144 | 81,881 | 0.0% | 0.0% | 4 | +148,105 | 9.06% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 882,035 | 40,503 | 0.03% | 0.04% | 5 | +344,489 | 64.09% | Q1 2026 | May 15, 2026 |
| River Road Asset Management, LLC | History | Added to | 848,197 | 38,949 | 0.44% | 0.44% | 6 | +4,478 | 0.53% | Q1 2026 | Apr 30, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 757,133 | 34,767 | 0.01% | 0.01% | 7 | -133,820 | -15.02% | Q1 2026 | May 15, 2026 |
| CORDA Investment Management, LLC. | History | Added to | 730,219 | 33,531 | 2.32% | 2.5% | 8 | +10,054 | 1.4% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 685,247 | 31,466 | 0.05% | 0.04% | 9 | +225,030 | 48.9% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 618,872 | 28,418 | 0.09% | 0.09% | 10 | +126,280 | 25.64% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 578,002 | 27,593 | 0.0% | 0.0% | 11 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 510,616 | 23,447 | 0.0% | 0.0% | 12 | +37,755 | 7.98% | Q1 2026 | May 15, 2026 |
| TORRAY INVESTMENT PARTNERS LLC | History | Reduced | 470,346 | 21,598 | 3.17% | 3.37% | 13 | -23,056 | -4.67% | Q1 2026 | May 01, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 464,695 | 21,338 | 0.09% | 0.09% | 14 | -30,909 | -6.24% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 450,416 | 20,683 | 0.0% | 0.0% | 15 | +76,105 | 20.33% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 445,744 | 20,468 | 0.0% | 0.0% | 16 | +8,505 | 1.95% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 408,100 | 19,482 | 0.04% | 0.04% | 17 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 393,424 | 18,066 | 0.01% | 0.0% | 18 | +362,431 | 1169.4% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 372,199 | 17,097 | 0.0% | 0.0% | 19 | +35,083 | 10.41% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 349,329 | 16,676 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| UBS Group AG | History | Reduced | 313,192 | 14,381 | 0.0% | 0.01% | 21 | -554,595 | -63.91% | Q1 2026 | May 05, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 265,100 | 12,173 | 0.03% | 0.03% | 22 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 255,758 | 11,744 | 0.01% | 0.0% | 23 | +103,717 | 68.22% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 253,747 | 11,652 | 0.0% | — | 24 | +253,747 | New | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 224,645 | 10,315 | 0.01% | 0.02% | 25 | -73,726 | -24.71% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 220,035 | 10,104 | 0.01% | 0.0% | 26 | +86,783 | 65.13% | Q1 2026 | May 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 173,741 | 7,978 | 0.02% | 0.02% | 27 | -16,456 | -8.65% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 162,886 | 7,479 | 0.0% | 0.0% | 28 | +31,158 | 23.65% | Q1 2026 | May 14, 2026 |
| Patrick Mauro Investment Advisor, INC. | History | Reduced | 161,466 | 7,414 | 3.73% | 4.17% | 29 | -5,552 | -3.32% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 150,420 | 6,907 | 0.01% | 0.01% | 30 | -31,669 | -17.39% | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | Reduced | 145,742 | 6,692 | 0.03% | 0.05% | 31 | -131,866 | -47.5% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 143,306 | 6,580 | 0.0% | 0.0% | 32 | -243,988 | -63.0% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 137,749 | 6,325 | 0.22% | 0.13% | 33 | +49,807 | 56.64% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 135,873 | 6,239 | 0.0% | 0.0% | 34 | +40,130 | 41.91% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 128,951 | 5,921 | 0.01% | 0.01% | 35 | +1,480 | 1.16% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 124,731 | 5,727 | 0.0% | 0.0% | 36 | -442 | -0.35% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Added to | 119,038 | 5,466 | 0.18% | 0.16% | 37 | +1,428 | 1.21% | Q1 2026 | May 18, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 116,319 | 5,341 | 0.0% | — | 38 | +116,319 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 115,638 | 5,310 | 0.01% | 0.01% | 39 | -655 | -0.56% | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 110,048 | 5,053 | 0.04% | 0.03% | 40 | -45,027 | -29.04% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 108,451 | 4,980 | 0.01% | 0.0% | 41 | +9,546 | 9.65% | Q1 2026 | May 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 107,523 | 4,937 | 0.0% | — | 42 | +107,523 | New | Q1 2026 | May 08, 2026 |
| Corient Private Wealth LLC | History | Added to | 91,902 | 4,191 | 0.01% | 0.0% | 43 | +48,873 | 113.58% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 86,052 | 4,108 | 0.23% | 0.23% | 44 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | New | 88,375 | 4,058 | 0.01% | — | 45 | +88,375 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 87,686 | 4,026 | 0.0% | 0.0% | 46 | -26,458 | -23.18% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 86,266 | 3,961 | 0.15% | 0.1% | 47 | +22,093 | 34.43% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 76,624 | 3,518 | 0.0% | 0.0% | 48 | -5,478 | -6.67% | Q1 2026 | May 05, 2026 |
| Vest Financial, LLC | History | Added to | 76,048 | 3,492 | 0.04% | 0.02% | 49 | +43,029 | 130.32% | Q1 2026 | Apr 23, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 73,489 | 3,374 | 0.02% | 0.01% | 50 | +9,303 | 14.49% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 71,616 | 3,288 | 0.0% | 0.0% | 51 | -589 | -0.82% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 69,233 | 3,179 | 0.0% | 0.0% | 52 | -105,735 | -60.43% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 68,921 | 3,164 | 0.01% | 0.01% | 53 | +12,366 | 21.87% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 66,166 | 3,038 | 0.0% | 0.0% | 54 | +3,488 | 5.56% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 65,295 | 2,978 | 0.0% | 0.0% | 55 | +39,107 | 149.33% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 64,438 | 2,958 | 0.0% | 0.0% | 56 | +37,353 | 137.91% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 63,059 | 2,895 | 0.0% | 0.0% | 57 | +2,778 | 4.61% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 54,300 | 2,493 | 0.0% | 0.0% | 58 | +33,600 | 162.32% | Q1 2026 | May 14, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 50,500 | 2,318 | 0.27% | 0.3% | 59 | -1,800 | -3.44% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 47,433 | 2,287 | 0.12% | 0.2% | 60 | -15,354 | -24.45% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 48,761 | 2,239 | 0.01% | 0.01% | 61 | -17,957 | -26.91% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 47,960 | 2,202 | 0.0% | 0.0% | 62 | -982 | -2.01% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Added to | 45,601 | 2,094 | 0.01% | 0.0% | 63 | +28,483 | 166.39% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Reduced | 44,095 | 2,024 | 0.03% | 0.06% | 64 | -64,605 | -59.43% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 41,848 | 1,921 | 0.0% | 0.0% | 65 | +3,641 | 9.53% | Q1 2026 | Apr 30, 2026 |
| Graham Capital Management, L.P. | History | Added to | 41,058 | 1,885 | 0.05% | 0.02% | 66 | +24,216 | 143.78% | Q1 2026 | May 15, 2026 |
| Private Advisory Group LLC | History | New | 40,938 | 1,879 | 0.12% | — | 67 | +40,938 | New | Q1 2026 | May 08, 2026 |
| Hudson Portfolio Management LLC | History | Added to | 40,130 | 1,842 | 1.55% | 1.64% | 68 | +150 | 0.38% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 39,599 | 1,818 | 0.0% | 0.01% | 69 | -577,247 | -93.58% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 38,512 | 1,768 | 0.16% | 0.07% | 70 | +8,423 | 27.99% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 37,381 | 1,716 | 0.0% | 0.0% | 71 | -28 | -0.07% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 35,901 | 1,648 | 0.0% | 0.0% | 72 | +8,086 | 29.07% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 35,023 | 1,608 | 0.1% | 0.24% | 73 | -23,270 | -39.92% | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Added to | 35,008 | 1,602 | 0.0% | 0.0% | 74 | +27,189 | 347.73% | Q1 2026 | May 15, 2026 |
| SlateStone Wealth, LLC | History | Added to | 33,030 | 1,517 | 0.13% | 0.12% | 75 | +3,954 | 13.6% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 33,163 | 1,515 | 0.0% | — | 76 | +33,163 | New | Q1 2026 | May 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 32,989 | 1,514 | 0.0% | 0.0% | 77 | +4,607 | 16.23% | Q1 2026 | May 14, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 32,624 | 1,498 | 0.03% | 0.04% | 78 | -9,760 | -23.03% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 30,873 | 1,417 | 0.0% | 0.0% | 79 | -2,664 | -7.94% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 30,199 | 1,386 | 0.0% | 0.01% | 80 | -49,119 | -61.93% | Q1 2026 | May 15, 2026 |
| Uncommon Cents Investing LLC | History | Added to | 29,515 | 1,355 | 0.31% | 0.31% | 81 | +2,765 | 10.34% | Q1 2026 | Apr 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 28,606 | 1,313 | 0.04% | 0.08% | 82 | -27,085 | -48.63% | Q1 2026 | May 15, 2026 |
| Employees Retirement System of Texas | History | New | 28,371 | 1,303 | 0.01% | — | 83 | +28,371 | New | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Added to | 27,345 | 1,268 | 0.0% | 0.0% | 84 | +12,354 | 82.41% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 27,551 | 1,265 | 0.01% | 0.01% | 85 | -850 | -2.99% | Q1 2026 | May 11, 2026 |
| Convergence Financial, LLC | History | Added to | 27,510 | 1,263 | 0.13% | 0.1% | 86 | +13,454 | 95.72% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | New | 27,434 | 1,259 | 0.01% | — | 87 | +27,434 | New | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | New | 26,218 | 1,203 | 0.04% | — | 88 | +26,218 | New | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 25,415 | 1,167 | 0.02% | 0.02% | 89 | -196 | -0.77% | Q1 2026 | Apr 27, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 25,139 | 1,154 | 0.0% | 0.01% | 90 | -245,623 | -90.72% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 24,619 | 1,130 | 0.02% | 0.01% | 91 | +6,565 | 36.36% | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 24,551 | 1,126 | 0.0% | 0.0% | 92 | +21,473 | 697.63% | Q1 2026 | May 13, 2026 |
| BURNEY CO/ | History | Added to | 24,474 | 1,123 | 0.04% | 0.03% | 93 | +3,133 | 14.68% | Q1 2026 | Apr 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 24,153 | 1,109 | 0.0% | 0.0% | 94 | +2,172 | 9.88% | Q1 2026 | May 07, 2026 |
| Pacifica Capital Investments, LLC | History | Reduced | 24,119 | 1,107 | 0.38% | 0.33% | 95 | -1,200 | -4.74% | Q1 2026 | May 13, 2026 |
| Mork Capital Management, LLC | History | No change | 23,510 | 1,079 | 0.77% | 0.68% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 23,284 | 1,069 | 0.0% | 0.0% | 97 | +2,756 | 13.43% | Q1 2026 | Apr 30, 2026 |
| Gibbs Wealth Management | History | New | 23,036 | 1,057 | 0.14% | — | 98 | +23,036 | New | Q1 2026 | May 13, 2026 |
| HB Wealth Management, LLC | History | Added to | 21,790 | 1,000 | 0.01% | 0.01% | 99 | +2,569 | 13.37% | Q1 2026 | Apr 27, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 21,043 | 966 | 0.0% | 0.0% | 100 | +4,835 | 29.83% | Q1 2026 | May 15, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 21,000 | 964 | 0.21% | — | 101 | +21,000 | New | Q1 2026 | May 11, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 20,569 | 944 | 0.0% | 0.0% | 102 | -57 | -0.28% | Q1 2026 | May 08, 2026 |
| Regal Investment Advisors LLC | History | Added to | 20,283 | 931 | 0.05% | 0.05% | 103 | +2,119 | 11.67% | Q1 2026 | May 14, 2026 |
| Ballentine Partners, LLC | History | Reduced | 18,300 | 840 | 0.01% | 0.01% | 104 | -313 | -1.68% | Q1 2026 | May 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | No change | 18,264 | 838 | 0.01% | 0.01% | 105 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 17,940 | 823 | 0.01% | 0.01% | 106 | -525 | -2.84% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 17,255 | 793 | 0.0% | 0.0% | 107 | +1,719 | 11.06% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,228 | 791 | 0.0% | 0.0% | 108 | +13,771 | 398.35% | Q1 2026 | May 01, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 16,794 | 771 | 0.0% | 0.0% | 109 | -1,538 | -8.39% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,339 | 755 | 0.0% | 0.0% | 110 | -119 | -0.72% | Q1 2026 | Apr 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 16,135 | 740 | 0.02% | 0.01% | 111 | +9,736 | 152.15% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 15,025 | 717 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 15,485 | 711 | 0.01% | 0.0% | 113 | +5,571 | 56.19% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 15,154 | 695 | 0.0% | 0.0% | 114 | -4,422 | -22.59% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 15,117 | 694 | 0.0% | 0.0% | 115 | +460 | 3.14% | Q1 2026 | May 11, 2026 |
| Capula Management Ltd | History | Reduced | 15,029 | 690 | 0.0% | 0.01% | 116 | -41,482 | -73.41% | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Added to | 14,554 | 668 | 0.01% | 0.01% | 117 | +634 | 4.55% | Q1 2026 | May 14, 2026 |
| Kiker Wealth Management, LLC | History | New | 14,347 | 658 | 0.31% | — | 118 | +14,347 | New | Q1 2026 | May 06, 2026 |
| Lloyd Advisory Services, LLC. | History | Added to | 13,536 | 621 | 0.18% | 0.01% | 119 | +13,012 | 2483.21% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Added to | 13,536 | 621 | 0.18% | 0.19% | 120 | +824 | 6.48% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 13,430 | 616 | 0.0% | 0.0% | 121 | -4,100 | -23.39% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 13,181 | 605 | 0.01% | 0.01% | 122 | +2,127 | 19.24% | Q1 2026 | Apr 10, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | New | 13,093 | 601 | 0.01% | — | 123 | +13,093 | New | Q1 2026 | Apr 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 13,016 | 597 | 0.0% | 0.0% | 124 | +2,145 | 19.73% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 12,296 | 587 | 0.0% | 0.0% | 125 | -389 | -3.07% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 12,225 | 561 | 0.05% | 0.08% | 126 | -6,126 | -33.38% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 12,141 | 557 | 0.01% | 0.01% | 127 | -1,137 | -8.56% | Q1 2026 | May 14, 2026 |
| Board of the Pension Protection Fund | History | Reduced | 12,100 | 555 | 0.51% | 1.43% | 128 | -19,300 | -61.46% | Q1 2026 | Apr 27, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 12,029 | 550 | 0.0% | 0.0% | 129 | -3,211 | -21.07% | Q1 2026 | Apr 30, 2026 |
| CWM, LLC | History | Added to | 11,705 | 537 | 0.0% | 0.0% | 130 | +844 | 7.77% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 11,635 | 534 | 0.01% | 0.01% | 131 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 11,280 | 517 | 0.02% | 0.03% | 132 | -2,750 | -19.6% | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 11,131 | 511 | 0.0% | 0.0% | 133 | +1,415 | 14.56% | Q1 2026 | May 15, 2026 |
| SYON CAPITAL LLC | History | Added to | 10,646 | 488 | 0.02% | 0.02% | 134 | +1,474 | 16.07% | Q1 2026 | May 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | New | 10,490 | 481 | 0.01% | — | 135 | +10,490 | New | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,453 | 480 | 0.0% | 0.0% | 136 | +2,115 | 25.37% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 10,412 | 478 | 0.0% | 0.0% | 137 | -9,564 | -47.88% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 10,421 | 478 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Added to | 10,160 | 466 | 0.0% | 0.0% | 139 | +2,691 | 36.03% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 9,375 | 450 | 0.01% | 0.01% | 140 | +4,515 | 92.9% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 9,787 | 449 | 0.0% | 0.0% | 141 | -1,062 | -9.79% | Q1 2026 | May 06, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 9,732 | 446 | 0.01% | 0.01% | 142 | -8 | -0.08% | Q1 2026 | May 18, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 9,537 | 437 | 0.06% | 0.3% | 143 | -18,226 | -65.65% | Q1 2026 | May 13, 2026 |
| MBM WEALTH CONSULTANTS, LLC | History | Added to | 9,471 | 434 | 0.1% | 0.1% | 144 | +720 | 8.23% | Q1 2026 | Apr 20, 2026 |
| INCEPTIONR LLC | History | New | 9,202 | 422 | 0.1% | — | 145 | +9,202 | New | Q1 2026 | May 14, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 9,064 | 416 | 0.0% | 0.0% | 146 | +191 | 2.15% | Q1 2026 | May 14, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 8,975 | 412 | 0.0% | 0.0% | 147 | +389 | 4.53% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,915 | 409 | 0.0% | — | 148 | +8,915 | New | Q1 2026 | May 08, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 8,871 | 407 | 0.05% | 0.05% | 149 | +910 | 11.43% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | New | 8,840 | 405 | 0.0% | — | 150 | +8,840 | New | Q1 2026 | May 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 8,660 | 397 | 0.0% | 0.0% | 151 | -1,841 | -17.53% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 8,642 | 396 | 0.01% | 0.01% | 152 | -317 | -3.54% | Q1 2026 | May 13, 2026 |
| Caprock Group, LLC | History | New | 8,442 | 387 | 0.01% | — | 154 | +8,442 | New | Q1 2026 | May 11, 2026 |
| Jefferies Financial Group Inc. | History | New | 8,428 | 387 | 0.0% | — | 153 | +8,428 | New | Q1 2026 | May 07, 2026 |
| Cetera Investment Advisers | History | Added to | 8,345 | 383 | 0.0% | 0.0% | 155 | +44 | 0.53% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 8,150 | 374 | 0.0% | 0.0% | 156 | -10,435 | -56.15% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | New | 8,114 | 372 | 0.01% | — | 157 | +8,114 | New | Q1 2026 | May 04, 2026 |
| Sagewood Asset Management LP | History | Reduced | 8,044 | 369 | 0.12% | 0.14% | 158 | -144 | -1.76% | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 7,606 | 349 | 0.02% | 0.03% | 159 | -3,614 | -32.21% | Q1 2026 | Apr 21, 2026 |
| Vestcor Inc | History | No change | 7,541 | 346 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,222 | 331 | 0.0% | 0.0% | 161 | +1,103 | 18.03% | Q1 2026 | May 15, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Added to | 7,187 | 330 | 0.12% | 0.12% | 162 | +702 | 10.82% | Q1 2026 | Apr 30, 2026 |
| Frec Markets, Inc. | History | New | 7,116 | 326 | 0.06% | — | 164 | +7,116 | New | Q1 2026 | May 13, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Added to | 7,104 | 326 | 0.08% | 0.07% | 163 | +405 | 6.05% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 7,080 | 325 | 0.01% | 0.01% | 165 | +774 | 12.27% | Q1 2026 | Jun 02, 2026 |
| Neuberger Berman Group LLC | History | New | 6,951 | 319 | 0.0% | — | 167 | +6,951 | New | Q1 2026 | May 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 6,956 | 319 | 0.05% | 0.05% | 166 | -438 | -5.92% | Q1 2026 | May 05, 2026 |
| COMMERCE BANK | History | Added to | 6,722 | 308 | 0.0% | 0.0% | 168 | +127 | 1.93% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 6,658 | 305 | 0.0% | 0.0% | 169 | -190 | -2.77% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 6,068 | 279 | 0.0% | 0.0% | 170 | -506 | -7.7% | Q1 2026 | Apr 22, 2026 |
| M&T BANK CORP | History | Reduced | 5,948 | 273 | 0.0% | 0.0% | 171 | -56 | -0.93% | Q1 2026 | May 12, 2026 |
| Machina Capital S.A.S. | History | Reduced | 5,731 | 263 | 0.05% | 0.07% | 172 | -2,237 | -28.07% | Q1 2026 | May 13, 2026 |
| Motley Fool Asset Management LLC | History | Added to | 5,508 | 252 | 0.01% | 0.01% | 174 | +747 | 15.69% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 5,504 | 252 | 0.0% | 0.0% | 173 | -101 | -1.8% | Q1 2026 | May 11, 2026 |
| Inscription Capital, LLC | History | Added to | 5,375 | 246 | 0.03% | 0.02% | 175 | +541 | 11.19% | Q1 2026 | Apr 20, 2026 |
| HUB Investment Partners, LLC | History | New | 5,323 | 244 | 0.01% | — | 176 | +5,323 | New | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 4,774 | 242 | 0.08% | 0.25% | 177 | -7,103 | -59.8% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Added to | 5,243 | 240 | 0.0% | 0.0% | 178 | +3,991 | 318.77% | Q1 2026 | Apr 22, 2026 |
| CERTUITY, LLC | History | New | 5,139 | 235 | 0.02% | — | 179 | +5,139 | New | Q1 2026 | May 11, 2026 |
| DENALI ADVISORS LLC | History | Reduced | 5,109 | 234 | 0.03% | 0.03% | 180 | -911 | -15.13% | Q1 2026 | May 08, 2026 |
| Callan Family Office, LLC | History | Reduced | 5,110 | 234 | 0.01% | 0.01% | 181 | -250 | -4.66% | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 5,067 | 232 | 0.0% | 0.0% | 182 | -1,401 | -21.66% | Q1 2026 | May 13, 2026 |
| NDVR, Inc. | History | No change | 4,854 | 231 | 0.19% | 0.19% | 183 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Baker Avenue Asset Management, LP | History | Reduced | 4,967 | 228 | 0.01% | 0.01% | 184 | -202 | -3.91% | Q1 2026 | May 12, 2026 |
| Impact Partnership Wealth, LLC | History | New | 4,868 | 223 | 0.03% | — | 185 | +4,868 | New | Q1 2026 | Apr 23, 2026 |
| First Affirmative Financial Network | History | New | 4,852 | 222 | 0.09% | — | 187 | +4,852 | New | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | New | 4,848 | 222 | 0.03% | — | 188 | +4,848 | New | Q1 2026 | Apr 21, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 4,851 | 222 | 0.0% | 0.0% | 186 | +1,259 | 35.05% | Q1 2026 | May 06, 2026 |
| WBI INVESTMENTS, LLC | History | Reduced | 4,691 | 215 | 0.06% | 0.06% | 189 | -372 | -7.35% | Q1 2026 | May 11, 2026 |
| SG Americas Securities, LLC | History | Reduced | 4,514 | 207 | 0.0% | 0.0% | 190 | -11,460 | -71.74% | Q1 2026 | Apr 16, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,489 | 206 | 0.0% | 0.0% | 192 | +209 | 4.88% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,507 | 206 | 0.0% | 0.0% | 191 | -40 | -0.88% | Q1 2026 | May 14, 2026 |
| DGS Capital Management, LLC | History | Reduced | 4,469 | 205 | 0.03% | 0.05% | 194 | -1,145 | -20.4% | Q1 2026 | Apr 28, 2026 |
| SIGNATUREFD, LLC | History | Added to | 4,477 | 205 | 0.0% | 0.0% | 193 | +878 | 24.4% | Q1 2026 | Apr 07, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 4,408 | 202 | 0.01% | 0.02% | 195 | -10,007 | -69.42% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,391 | 201 | 0.0% | — | 196 | +4,391 | New | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 4,233 | 194 | 0.01% | — | 197 | +4,233 | New | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 4,052 | 186 | 0.0% | 0.0% | 198 | +976 | 31.73% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | No change | 3,972 | 182 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,818 | 174 | 0.0% | 0.0% | 200 | +1,976 | 107.27% | Q1 2026 | Apr 07, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 3,771 | 173 | 0.0% | — | 201 | +3,771 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,733 | 171 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | No change | 2,387 | 109 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Added to | 2,275 | 105 | 0.0% | 0.0% | 204 | +275 | 13.75% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 2,212 | 101 | 0.0% | 0.0% | 205 | +399 | 22.01% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 2,191 | 100 | 0.0% | 0.0% | 206 | +554 | 33.84% | Q1 2026 | Apr 06, 2026 |
| Quent Capital, LLC | History | Reduced | 1,969 | 90 | 0.01% | 0.01% | 207 | -755 | -27.72% | Q1 2026 | Apr 28, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,792 | 82 | 0.0% | 0.0% | 208 | -160 | -8.2% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,678 | 77 | 0.01% | 0.0% | 209 | +1,018 | 154.24% | Q1 2026 | Apr 06, 2026 |
| Ancora Advisors LLC | History | Added to | 1,547 | 71 | 0.0% | 0.0% | 210 | +200 | 14.85% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,362 | 62 | 0.0% | 0.0% | 211 | +69 | 5.34% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,158 | 53 | 0.0% | 0.0% | 212 | -159 | -12.07% | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | Reduced | 1,144 | 52 | 0.01% | 0.11% | 213 | -7,671 | -87.02% | Q1 2026 | May 13, 2026 |
| Fairscale Capital, LLC | History | No change | 1,150 | 52 | 0.04% | 0.04% | 214 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| THOMPSON INVESTMENT MANAGEMENT, INC. | History | No change | 1,116 | 51 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| MAI Capital Management | History | Added to | 1,104 | 50 | 0.0% | 0.0% | 216 | +819 | 287.37% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 1,099 | 50 | 0.03% | 0.04% | 217 | -510 | -31.7% | Q1 2026 | May 05, 2026 |
| Larson Financial Group LLC | History | Added to | 871 | 39 | 0.0% | 0.0% | 218 | +604 | 226.22% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 706 | 32 | 0.0% | 0.0% | 219 | +429 | 154.87% | Q1 2026 | May 07, 2026 |
| Blue Trust, Inc. | History | No change | 711 | 32 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 685 | 31 | 0.0% | 0.0% | 221 | -14,833 | -95.59% | Q1 2026 | May 08, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 651 | 29 | 0.0% | 0.0% | 222 | +334 | 105.36% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 621 | 28 | 0.0% | 0.0% | 223 | -49 | -7.31% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 595 | 27 | 0.0% | 0.0% | 224 | +24 | 4.2% | Q1 2026 | May 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 600 | 27 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 587 | 26 | 0.0% | 0.0% | 226 | +93 | 18.83% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 541 | 24 | 0.0% | 0.0% | 227 | -32 | -5.58% | Q1 2026 | Apr 13, 2026 |
| Horizon Investments, LLC | History | New | 520 | 23 | 0.0% | — | 229 | +520 | New | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 506 | 23 | 0.0% | 0.0% | 228 | -1 | -0.2% | Q1 2026 | Apr 24, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 490 | 22 | 0.01% | — | 230 | +490 | New | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | Added to | 469 | 21 | 0.01% | 0.0% | 231 | +241 | 105.7% | Q1 2026 | Apr 13, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Reduced | 406 | 18 | 0.01% | 0.02% | 233 | -696 | -63.16% | Q1 2026 | Apr 14, 2026 |
| CENTRAL TRUST Co | History | Reduced | 400 | 18 | 0.0% | 0.0% | 232 | -150 | -27.27% | Q1 2026 | Apr 17, 2026 |
| AMERIFLEX GROUP, INC. | History | No change | 410 | 18 | 0.01% | 0.01% | 234 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| REAP Financial Group, LLC | History | New | 350 | 16 | 0.0% | — | 235 | +350 | New | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Added to | 347 | 15 | 0.0% | 0.0% | 236 | +1 | 0.29% | Q1 2026 | May 14, 2026 |
| Westside Investment Management, Inc. | History | No change | 338 | 15 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| North Star Investment Management Corp. | History | No change | 326 | 14 | 0.0% | 0.0% | 238 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | Reduced | 299 | 13 | 0.0% | 0.01% | 241 | -187 | -38.48% | Q1 2026 | May 21, 2026 |
| CoreCap Advisors, LLC | History | No change | 300 | 13 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 300 | 13 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 268 | 12 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Reduced | 261 | 11 | 0.0% | 0.0% | 244 | -951 | -78.47% | Q1 2026 | May 13, 2026 |
| Quest 10 Wealth Builders, Inc. | History | Added to | 248 | 11 | 0.01% | 0.0% | 246 | +153 | 161.05% | Q1 2026 | May 06, 2026 |
| ASSETMARK, INC | History | Reduced | 246 | 11 | 0.0% | 0.0% | 243 | -20 | -7.52% | Q1 2026 | May 06, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 258 | 11 | 0.0% | 0.0% | 245 | +3 | 1.18% | Q1 2026 | Apr 27, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 227 | 10 | 0.0% | 0.0% | 247 | -1,675 | -88.07% | Q1 2026 | May 15, 2026 |
| CX Institutional | History | New | 225 | 10 | 0.0% | — | 249 | +225 | New | Q1 2026 | Apr 06, 2026 |
| Caitlin John, LLC | History | Added to | 220 | 10 | 0.01% | 0.01% | 248 | +2 | 0.92% | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 212 | 9 | 0.0% | 0.0% | 251 | +107 | 101.9% | Q1 2026 | Apr 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 210 | 9 | 0.0% | 0.0% | 250 | -27 | -11.39% | Q1 2026 | Apr 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 161 | 7 | 0.0% | — | 253 | +161 | New | Q1 2026 | Apr 29, 2026 |
| Western Wealth Management, LLC | History | New | 153 | 7 | 0.0% | — | 254 | +153 | New | Q1 2026 | May 19, 2026 |
| Root Financial Partners, LLC | History | Added to | 169 | 7 | 0.0% | — | 252 | +152 | 894.12% | Q1 2026 | Apr 24, 2026 |
| Sachetta, LLC | History | Added to | 138 | 6 | 0.0% | — | 259 | +120 | 666.67% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 147 | 6 | 0.0% | 0.0% | 256 | +110 | 297.3% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 152 | 6 | 0.0% | 0.0% | 255 | -20 | -11.63% | Q1 2026 | May 13, 2026 |
| SHP Wealth Management | History | Added to | 142 | 6 | 0.0% | 0.0% | 258 | +17 | 13.6% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 129 | 6 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Networth Advisors, LLC | History | Added to | 122 | 5 | 0.0% | 0.0% | 261 | +76 | 165.22% | Q1 2026 | Apr 22, 2026 |
| Deseret Mutual Benefit Administrators | History | Added to | 122 | 5 | 0.0% | 0.0% | 260 | +27 | 28.42% | Q1 2026 | May 08, 2026 |
| Key Capital Management, INC | History | New | 88 | 4 | 0.0% | — | 265 | +88 | New | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 105 | 4 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 102 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| WealthCollab, LLC | History | No change | 103 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Clearstead Trust, LLC | History | Added to | 72 | 3 | 0.0% | 0.0% | 267 | +16 | 28.57% | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 78 | 3 | 0.0% | 0.0% | 266 | +9 | 13.04% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 56 | 2 | 0.0% | — | 272 | +56 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 54 | 2 | 0.0% | — | 274 | +54 | New | Q1 2026 | May 08, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 53 | 2 | 0.0% | — | 275 | +53 | New | Q1 2026 | Apr 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | New | 50 | 2 | 0.0% | — | 273 | +50 | New | Q1 2026 | Apr 30, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 64 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 34 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SageView Advisory Group, LLC | History | No change | 45 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ORG Partners LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 23 | 1 | 0.0% | 0.01% | 277 | -26,268 | -99.91% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 284 | -163 | -87.17% | Q1 2026 | Apr 30, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 280 | -46 | -61.33% | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 39 | 1 | 0.0% | — | 285 | +39 | New | Q1 2026 | Apr 24, 2026 |
| Operose Advisors LLC | History | New | 27 | 1 | 0.0% | — | 286 | +27 | New | Q1 2026 | May 12, 2026 |
| SouthState Bank Corp | History | Added to | 27 | 1 | 0.0% | — | 276 | +22 | 440.0% | Q1 2026 | May 05, 2026 |
| Bogart Wealth, LLC | History | Added to | 38 | 1 | 0.0% | 0.0% | 279 | +7 | 22.58% | Q1 2026 | Apr 28, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 33 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 26 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Millstone Evans Group, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -100,564 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -72,340 | -100.0% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -62,613 | -100.0% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -55,142 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.03% | — | -47,107 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -33,223 | -100.0% | Q1 2026 | May 15, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.13% | — | -20,141 | -100.0% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -19,444 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,119 | -100.0% | Q1 2026 | May 14, 2026 |
| ABNER HERRMAN & BROCK LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -15,000 | -100.0% | Q1 2026 | Apr 07, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -14,705 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -14,547 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Wealthstar Advisors, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -12,695 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Illinois Municipal Retirement Fund | History | Closed out | 0 | 0 | — | 0.01% | — | -10,602 | -100.0% | Q1 2026 | May 05, 2026 |