COLUMBIA SPORTSWEAR CO - COLM
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 2,485,796 | 136,246 | 0.0% | 0.0% | 1 | +86,017 | 3.58% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,382,600 | 131,257 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,222,770 | 121,823 | 0.03% | 0.02% | 3 | +301,277 | 15.68% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 1,850,657 | 99,537 | 0.05% | 0.03% | 4 | +689,529 | 59.38% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,480,286 | 81,134 | 0.0% | 0.01% | 5 | -1,481,888 | -50.03% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,279,246 | 67,633 | 0.0% | 0.0% | 6 | +182,123 | 16.6% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,150,183 | 63,041 | 0.0% | — | 7 | +1,150,183 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,099,616 | 60,269 | 0.0% | — | 8 | +1,099,616 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 972,499 | 53,302 | 0.03% | 0.03% | 9 | -8,041 | -0.82% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 800,414 | 43,870 | 0.0% | 0.0% | 10 | +18,536 | 2.37% | Q1 2026 | May 15, 2026 |
| Badgley Phelps Wealth Managers, LLC | History | No change | 768,830 | 42,139 | 0.84% | 0.78% | 11 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 702,367 | 38,496 | 0.01% | 0.01% | 12 | +112,485 | 19.07% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Reduced | 527,378 | 28,905 | 0.0% | 0.01% | 13 | -90,534 | -14.65% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 508,240 | 27,863 | 0.0% | 0.0% | 14 | +63 | 0.01% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | New | 500,029 | 27,406 | 0.52% | — | 15 | +500,029 | New | Q1 2026 | Apr 24, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 486,540 | 26,667 | 0.0% | 0.0% | 16 | +44,356 | 10.03% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Reduced | 420,946 | 23,072 | 0.19% | 0.19% | 17 | -46,421 | -9.93% | Q1 2026 | Apr 24, 2026 |
| Gotham Asset Management, LLC | History | Added to | 396,130 | 21,711 | 0.07% | 0.02% | 18 | +312,042 | 371.09% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 370,555 | 20,310 | 0.01% | 0.02% | 19 | -365,497 | -49.66% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 351,328 | 19,256 | 0.0% | 0.01% | 20 | -508,925 | -59.16% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 323,969 | 17,756 | 0.0% | 0.0% | 21 | +4,970 | 1.56% | Q1 2026 | May 12, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 307,766 | 16,868 | 0.02% | 0.02% | 22 | -47,536 | -13.38% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 294,312 | 16,131 | 0.0% | 0.0% | 23 | -1,184 | -0.4% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 292,953 | 16,056 | 0.03% | 0.03% | 24 | +20,797 | 7.64% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 276,622 | 15,161 | 0.0% | 0.0% | 25 | +19,189 | 7.45% | Q1 2026 | May 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 275,252 | 15,086 | 0.05% | 0.05% | 26 | -8,072 | -2.85% | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | New | 255,201 | 13,987 | 0.08% | — | 27 | +255,201 | New | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 244,416 | 13,396 | 0.02% | 0.02% | 28 | -3,932 | -1.58% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 235,091 | 12,885 | 0.66% | 0.23% | 29 | +156,402 | 198.76% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 207,413 | 11,368 | 0.0% | 0.0% | 30 | -10,529 | -4.83% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 201,567 | 11,047 | 0.0% | 0.0% | 31 | +19,578 | 10.76% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 179,553 | 9,841 | 0.04% | 0.07% | 32 | -190,764 | -51.51% | Q1 2026 | May 15, 2026 |
| Cambria Investment Management, L.P. | History | Added to | 168,549 | 9,238 | 0.52% | 0.5% | 33 | +12,311 | 7.88% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 156,914 | 8,600 | 0.0% | — | 34 | +156,914 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 139,870 | 7,666 | 0.0% | 0.0% | 35 | +9,206 | 7.05% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 118,802 | 6,511 | 0.01% | 0.0% | 36 | +105,300 | 779.88% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 115,880 | 6,351 | 0.02% | 0.02% | 37 | -4,200 | -3.5% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 114,281 | 6,263 | 0.03% | 0.02% | 38 | +13,052 | 12.89% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 110,024 | 6,030 | 0.0% | 0.0% | 39 | +43,158 | 64.54% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 106,863 | 5,857 | 0.0% | 0.01% | 40 | -339,804 | -76.08% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 100,084 | 5,513 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 97,747 | 5,357 | 0.0% | 0.01% | 42 | -43,541 | -30.82% | Q1 2026 | May 13, 2026 |
| Impax Asset Management Group plc | History | No change | 90,515 | 4,961 | 0.03% | 0.03% | 43 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | Added to | 87,764 | 4,810 | 0.01% | 0.0% | 44 | +29,974 | 51.87% | Q1 2026 | May 06, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 85,663 | 4,691 | 0.01% | 0.01% | 45 | +28,201 | 49.08% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 83,942 | 4,600 | 0.0% | 0.0% | 46 | +1,374 | 1.66% | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 79,646 | 4,365 | 0.04% | — | 47 | +79,646 | New | Q1 2026 | May 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | New | 78,309 | 4,292 | 0.06% | — | 48 | +78,309 | New | Q1 2026 | May 22, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 75,192 | 4,142 | 0.0% | 0.0% | 49 | +46,183 | 159.2% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 75,100 | 4,137 | 0.01% | 0.01% | 50 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Nuveen, LLC | History | Added to | 74,914 | 4,106 | 0.0% | 0.0% | 51 | +38,794 | 107.4% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 74,408 | 4,078 | 0.0% | 0.0% | 52 | -4,052 | -5.16% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 73,872 | 4,048 | 0.01% | 0.0% | 53 | +45,149 | 157.19% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 72,784 | 3,989 | 0.0% | 0.01% | 54 | -89,314 | -55.1% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 72,767 | 3,988 | 0.0% | 0.0% | 55 | +42,114 | 137.39% | Q1 2026 | May 12, 2026 |
| Man Group plc | History | New | 65,283 | 3,578 | 0.01% | — | 56 | +65,283 | New | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 65,165 | 3,571 | 0.02% | 0.02% | 57 | -3,154 | -4.62% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 62,100 | 3,403 | 0.01% | — | 58 | +62,100 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 56,582 | 3,101 | 0.0% | 0.0% | 59 | +2,082 | 3.82% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 55,958 | 3,067 | 0.0% | 0.0% | 60 | +47,281 | 544.9% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | Reduced | 53,200 | 2,915 | 0.0% | 0.0% | 61 | -900 | -1.66% | Q1 2026 | May 07, 2026 |
| Holocene Advisors, LP | History | Reduced | 49,891 | 2,734 | 0.01% | 0.01% | 62 | -17,318 | -25.77% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 47,019 | 2,577 | 0.0% | 0.0% | 63 | +39,265 | 506.38% | Q1 2026 | May 13, 2026 |
| MARTIN & CO INC /TN/ | History | Added to | 46,452 | 2,546 | 0.43% | 0.43% | 64 | +661 | 1.44% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 44,755 | 2,453 | 0.01% | 0.0% | 65 | +30,623 | 216.69% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 43,513 | 2,384 | 0.0% | 0.0% | 66 | -10,252 | -19.07% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 40,497 | 2,219 | 0.0% | 0.0% | 67 | +30,017 | 286.42% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 37,518 | 2,056 | 0.01% | 0.03% | 68 | -123,678 | -76.73% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 36,566 | 2,004 | 0.0% | 0.0% | 69 | -12,068 | -24.81% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 36,528 | 2,002 | 0.01% | 0.01% | 70 | -1,470 | -3.87% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 36,319 | 1,990 | 0.01% | 0.0% | 71 | +14,837 | 69.07% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 35,919 | 1,968 | 0.0% | 0.0% | 72 | -4,216 | -10.5% | Q1 2026 | May 08, 2026 |
| BECKER CAPITAL MANAGEMENT INC | History | Reduced | 33,686 | 1,846 | 0.05% | 0.05% | 73 | -242 | -0.71% | Q1 2026 | May 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 30,070 | 1,831 | 0.1% | — | 74 | +30,070 | New | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 32,694 | 1,791 | 0.03% | — | 75 | +32,694 | New | Q1 2026 | Apr 27, 2026 |
| Oak Thistle LLC | History | New | 32,572 | 1,785 | 0.17% | — | 76 | +32,572 | New | Q1 2026 | Apr 10, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 31,737 | 1,739 | 0.0% | 0.0% | 77 | +24,880 | 362.84% | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 31,506 | 1,726 | 0.0% | 0.0% | 78 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Retirement Systems of Alabama | History | Added to | 31,051 | 1,701 | 0.01% | 0.01% | 79 | +653 | 2.15% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 30,362 | 1,664 | 0.0% | 0.0% | 80 | +4,318 | 16.58% | Q1 2026 | May 15, 2026 |
| WASHINGTON TRUST BANK | History | No change | 28,839 | 1,580 | 0.12% | 0.11% | 81 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 27,940 | 1,532 | 0.0% | 0.0% | 82 | +1,806 | 6.91% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 27,036 | 1,481 | 0.01% | 0.0% | 83 | +20,739 | 329.35% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 26,731 | 1,465 | 0.01% | — | 84 | +26,731 | New | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Added to | 25,674 | 1,407 | 0.04% | 0.0% | 85 | +24,588 | 2264.09% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 25,274 | 1,385 | 0.0% | 0.01% | 86 | -51,149 | -66.93% | Q1 2026 | May 15, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 24,904 | 1,365 | 0.4% | — | 87 | +24,904 | New | Q1 2026 | May 05, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 24,532 | 1,344 | 0.02% | 0.03% | 88 | -1,821 | -6.91% | Q1 2026 | Apr 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 24,066 | 1,319 | 0.02% | 0.02% | 89 | +4,032 | 20.13% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 23,520 | 1,289 | 0.0% | 0.0% | 90 | -11,773 | -33.36% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 23,417 | 1,283 | 0.0% | — | 91 | +23,417 | New | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 21,656 | 1,186 | 0.0% | 0.0% | 92 | +8,847 | 69.07% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 20,989 | 1,150 | 0.0% | — | 93 | +20,989 | New | Q1 2026 | May 08, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 20,715 | 1,135 | 0.02% | 0.02% | 94 | -20 | -0.1% | Q1 2026 | May 15, 2026 |
| South Dakota Investment Council | History | No change | 19,589 | 1,074 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 19,200 | 1,052 | 0.0% | 0.0% | 96 | -26,034 | -57.55% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 18,113 | 992 | 0.16% | — | 97 | +18,113 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 17,905 | 981 | 0.0% | 0.0% | 98 | -165 | -0.91% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 17,838 | 977 | 0.0% | 0.0% | 99 | -406 | -2.23% | Q1 2026 | May 15, 2026 |
| Perbak Capital Partners LLP | History | Added to | 17,588 | 963 | 0.24% | 0.13% | 100 | +9,619 | 120.71% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 16,781 | 919 | 0.02% | — | 101 | +16,781 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 16,544 | 911 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,537 | 906 | 0.0% | 0.0% | 103 | +16,111 | 3781.92% | Q1 2026 | May 01, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 16,538 | 906 | 0.08% | 0.02% | 104 | +7,957 | 92.73% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 16,201 | 887 | 0.01% | — | 105 | +16,201 | New | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 15,747 | 863 | 0.0% | — | 106 | +15,747 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 15,100 | 828 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | Added to | 15,086 | 826 | 0.0% | 0.0% | 108 | +8,844 | 141.69% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 14,850 | 808 | 0.0% | 0.0% | 109 | +2,602 | 21.24% | Q1 2026 | Apr 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 14,725 | 807 | 0.0% | 0.0% | 110 | -35,332 | -70.58% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | New | 14,627 | 801 | 0.03% | — | 111 | +14,627 | New | Q1 2026 | May 12, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 14,203 | 778 | 0.57% | 0.79% | 112 | -9,559 | -40.23% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 13,900 | 761 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vident Advisory, LLC | History | Reduced | 13,086 | 717 | 0.01% | 0.01% | 114 | -348 | -2.59% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | New | 12,727 | 697 | 0.01% | — | 115 | +12,727 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 12,565 | 688 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 12,459 | 682 | 0.0% | 0.0% | 117 | +73 | 0.59% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 12,338 | 676 | 0.06% | — | 118 | +12,338 | New | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 12,313 | 674 | 0.0% | 0.0% | 119 | +176 | 1.45% | Q1 2026 | May 14, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 11,687 | 640 | 0.24% | — | 120 | +11,687 | New | Q1 2026 | Apr 30, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,663 | 639 | 0.01% | 0.01% | 121 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 11,532 | 631 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AMALGAMATED BANK | History | Added to | 11,418 | 626 | 0.0% | 0.0% | 123 | +271 | 2.43% | Q1 2026 | May 08, 2026 |
| Murphy Pohlad Asset Management LLC | History | No change | 11,160 | 611 | 0.22% | 0.24% | 124 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 10,877 | 596 | 0.0% | 0.0% | 125 | -23 | -0.21% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | New | 10,833 | 593 | 0.02% | — | 126 | +10,833 | New | Q1 2026 | May 13, 2026 |
| Artemis Investment Management LLP | History | New | 10,748 | 589 | 0.01% | — | 127 | +10,748 | New | Q1 2026 | Apr 13, 2026 |
| Henshaw Capital LLC | History | Reduced | 10,518 | 576 | 0.02% | 0.04% | 128 | -10,993 | -51.1% | Q1 2026 | May 28, 2026 |
| CWC Advisors, LLC. | History | Added to | 9,711 | 532 | 0.25% | 0.24% | 129 | +758 | 8.47% | Q1 2026 | Apr 16, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 9,706 | 531 | 0.01% | 0.01% | 130 | -835 | -7.92% | Q1 2026 | May 07, 2026 |
| Walleye Capital LLC | History | Reduced | 9,661 | 529 | 0.0% | 0.0% | 131 | -1,390 | -12.58% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,400 | 515 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Flagship Capital Management Inc. | History | Reduced | 8,892 | 487 | 0.36% | 0.38% | 133 | -838 | -8.61% | Q1 2026 | Apr 21, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 8,735 | 478 | 0.0% | 0.0% | 134 | +3,137 | 56.04% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,458 | 464 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | New | 8,384 | 459 | 0.0% | — | 136 | +8,384 | New | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 8,300 | 454 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 8,076 | 443 | 0.0% | 0.0% | 138 | -4,000 | -33.12% | Q1 2026 | May 04, 2026 |
| Pathstone Holdings, LLC | History | New | 7,882 | 432 | 0.0% | — | 139 | +7,882 | New | Q1 2026 | May 11, 2026 |
| Walleye Trading LLC | History | New | 7,842 | 429 | 0.0% | — | 140 | +7,842 | New | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,457 | 408 | 0.0% | 0.0% | 141 | -455 | -5.75% | Q1 2026 | Apr 24, 2026 |
| Diversified Trust Co | History | Added to | 7,421 | 406 | 0.01% | 0.01% | 142 | +1,035 | 16.21% | Q1 2026 | Apr 16, 2026 |
| Arizona State Retirement System | History | Reduced | 7,402 | 405 | 0.0% | 0.0% | 143 | -206 | -2.71% | Q1 2026 | May 01, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 7,300 | 400 | 0.01% | 0.01% | 144 | +300 | 4.29% | Q1 2026 | Apr 20, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 7,273 | 398 | 0.0% | 0.0% | 145 | -1,258 | -14.75% | Q1 2026 | Apr 30, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 7,200 | 395 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SummitTX Capital, L.P. | History | New | 6,858 | 375 | 0.01% | — | 147 | +6,858 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 6,769 | 371 | 0.0% | 0.0% | 148 | -2,639 | -28.05% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 4,832 | 365 | 0.12% | 0.08% | 149 | +1,700 | 54.28% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,786 | 364 | 0.0% | 0.0% | 150 | -42,084 | -86.11% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 6,627 | 363 | 0.01% | 0.01% | 151 | -54 | -0.81% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 6,581 | 361 | 0.0% | 0.0% | 152 | -26,585 | -80.16% | Q1 2026 | Apr 16, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,454 | 353 | 0.0% | — | 153 | +6,454 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 6,346 | 347 | 0.0% | 0.0% | 154 | +8 | 0.13% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 6,256 | 342 | 0.0% | 0.0% | 155 | -8,084 | -56.37% | Q1 2026 | May 04, 2026 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | History | No change | 6,124 | 335 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 6,074 | 332 | 0.0% | 0.0% | 157 | +100 | 1.67% | Q1 2026 | May 04, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 5,848 | 320 | 0.07% | 0.06% | 158 | +1,110 | 23.43% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 5,814 | 318 | 0.0% | 0.0% | 159 | -104 | -1.76% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 5,760 | 316 | 0.0% | 0.04% | 160 | -406,951 | -98.6% | Q1 2026 | May 01, 2026 |
| Lombard Odier Asset Management (USA) Corp | History | New | 5,771 | 316 | 0.03% | — | 161 | +5,771 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,726 | 313 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 5,708 | 312 | 0.01% | 0.04% | 163 | -31,970 | -84.85% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 5,674 | 310 | 0.0% | 0.0% | 164 | +7 | 0.12% | Q1 2026 | May 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 5,644 | 309 | 0.0% | — | 165 | +5,644 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 5,498 | 301 | 0.0% | 0.0% | 166 | -199 | -3.49% | Q1 2026 | May 14, 2026 |
| Calamos Advisors LLC | History | New | 5,328 | 292 | 0.0% | — | 167 | +5,328 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 5,328 | 292 | 0.01% | — | 168 | +5,328 | New | Q1 2026 | May 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,216 | 285 | 0.0% | 0.0% | 169 | +200 | 3.99% | Q1 2026 | Apr 29, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 5,159 | 282 | 0.01% | 0.01% | 170 | +734 | 16.59% | Q1 2026 | Apr 21, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,105 | 279 | 0.0% | 0.0% | 171 | -2,007 | -28.22% | Q1 2026 | May 12, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 5,060 | 277 | 0.08% | 0.29% | 172 | -8,437 | -62.51% | Q1 2026 | May 14, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 4,912 | 269 | 0.01% | — | 173 | +4,912 | New | Q1 2026 | May 08, 2026 |
| SageView Advisory Group, LLC | History | No change | 4,686 | 258 | 0.01% | 0.01% | 174 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,642 | 254 | 0.01% | 0.01% | 175 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,614 | 252 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Chicago Partners Investment Group LLC | History | New | 3,995 | 250 | 0.01% | — | 177 | +3,995 | New | Q1 2026 | May 04, 2026 |
| Callan Family Office, LLC | History | Reduced | 4,534 | 248 | 0.01% | 0.02% | 178 | -9,033 | -66.58% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 4,506 | 247 | 0.0% | 0.0% | 179 | -153 | -3.28% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | New | 4,441 | 243 | 0.0% | — | 180 | +4,441 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 4,208 | 230 | 0.0% | 0.0% | 181 | -1,522 | -26.56% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Reduced | 4,120 | 225 | 0.01% | 0.02% | 182 | -1,299 | -23.97% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | New | 4,052 | 222 | 0.0% | — | 183 | +4,052 | New | Q1 2026 | May 06, 2026 |
| Frec Markets, Inc. | History | New | 4,033 | 221 | 0.04% | — | 184 | +4,033 | New | Q1 2026 | May 13, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | New | 4,027 | 220 | 0.05% | — | 185 | +4,027 | New | Q1 2026 | May 27, 2026 |
| 1492 Capital Management LLC | History | New | 4,014 | 220 | 0.08% | — | 186 | +4,014 | New | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,993 | 218 | 0.0% | 0.0% | 187 | -1,329 | -24.97% | Q1 2026 | May 13, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 3,950 | 216 | 0.03% | 0.03% | 188 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Merit Financial Group, LLC | History | New | 3,873 | 212 | 0.0% | — | 189 | +3,873 | New | Q1 2026 | Apr 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 3,833 | 210 | 0.0% | 0.02% | 190 | -77,941 | -95.31% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 3,791 | 208 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HB Wealth Management, LLC | History | New | 3,690 | 202 | 0.0% | — | 192 | +3,690 | New | Q1 2026 | Apr 27, 2026 |
| ClearAlpha Technologies LP | History | New | 3,674 | 201 | 0.41% | — | 193 | +3,674 | New | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 3,577 | 196 | 0.02% | 0.04% | 194 | -2,837 | -44.23% | Q1 2026 | May 13, 2026 |
| Elevated Capital Advisors, LLC | History | New | 3,426 | 187 | 0.05% | — | 195 | +3,426 | New | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,253 | 178 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,226 | 177 | 0.0% | 0.0% | 197 | -819 | -20.25% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 3,165 | 173 | 0.0% | 0.0% | 198 | +255 | 8.76% | Q1 2026 | May 06, 2026 |
| Vestcor Inc | History | No change | 2,901 | 159 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,815 | 154 | 0.01% | 0.01% | 200 | +534 | 23.41% | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2,700 | 147 | 0.06% | 0.06% | 201 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Added to | 2,494 | 136 | 0.01% | 0.0% | 202 | +768 | 44.5% | Q1 2026 | Apr 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,443 | 133 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 2,392 | 130 | 0.0% | 0.0% | 204 | -645 | -21.24% | Q1 2026 | May 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,827 | 100 | 0.0% | 0.0% | 205 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 1,726 | 94 | 0.0% | 0.0% | 207 | +795 | 85.39% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,714 | 94 | 0.0% | 0.0% | 206 | -171 | -9.07% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 1,707 | 93 | 0.0% | 0.0% | 208 | +764 | 81.02% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,625 | 89 | 0.0% | 0.0% | 209 | -769 | -32.12% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 1,609 | 88 | 0.06% | 0.08% | 210 | -1,114 | -40.91% | Q1 2026 | May 05, 2026 |
| MAI Capital Management | History | Added to | 1,549 | 84 | 0.0% | 0.0% | 211 | +1,456 | 1565.59% | Q1 2026 | May 15, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 1,389 | 76 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,385 | 75 | 0.0% | 0.0% | 213 | +1,343 | 3197.62% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Added to | 1,293 | 70 | 0.02% | 0.01% | 214 | +515 | 66.2% | Q1 2026 | May 21, 2026 |
| Bayforest Capital Ltd | History | Reduced | 1,210 | 66 | 0.07% | 0.09% | 215 | -915 | -43.06% | Q1 2026 | Apr 15, 2026 |
| Quarry LP | History | New | 1,157 | 63 | 0.01% | — | 216 | +1,157 | New | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,132 | 62 | 0.01% | — | 218 | +1,132 | New | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 1,148 | 62 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 1,067 | 58 | 0.0% | 0.0% | 219 | +51 | 5.02% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 992 | 54 | 0.0% | 0.0% | 221 | -241 | -19.55% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 989 | 54 | 0.0% | 0.0% | 220 | +41 | 4.32% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 909 | 49 | 0.0% | 0.0% | 223 | +48 | 5.57% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 900 | 49 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 888 | 48 | 0.0% | 0.0% | 224 | +373 | 72.43% | Q1 2026 | May 08, 2026 |
| Sterling Capital Management LLC | History | Reduced | 852 | 46 | 0.0% | 0.0% | 225 | -687 | -44.64% | Q1 2026 | Apr 22, 2026 |
| Parallel Advisors, LLC | History | Added to | 817 | 44 | 0.0% | 0.0% | 226 | +248 | 43.59% | Q1 2026 | Jun 02, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 745 | 40 | 0.0% | 0.01% | 227 | -5,616 | -88.29% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 747 | 40 | 0.0% | 0.0% | 228 | +298 | 66.37% | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 713 | 39 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 698 | 38 | 0.0% | 0.0% | 230 | +235 | 50.76% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 608 | 33 | 0.0% | 0.0% | 231 | -15 | -2.41% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 538 | 29 | 0.0% | 0.0% | 232 | +119 | 28.4% | Q1 2026 | Apr 13, 2026 |
| Ancora Advisors LLC | History | Added to | 495 | 27 | 0.0% | 0.0% | 233 | +13 | 2.7% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 462 | 25 | 0.0% | 0.0% | 234 | +176 | 61.54% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 459 | 25 | 0.0% | 0.0% | 235 | +2 | 0.44% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | Added to | 448 | 24 | 0.0% | 0.0% | 236 | +292 | 187.18% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 455 | 24 | 0.0% | 0.0% | 237 | -22 | -4.61% | Q1 2026 | May 06, 2026 |
| Quent Capital, LLC | History | Reduced | 418 | 22 | 0.0% | 0.0% | 238 | -137 | -24.68% | Q1 2026 | Apr 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 336 | 18 | 0.0% | 0.0% | 239 | +286 | 572.0% | Q1 2026 | Apr 30, 2026 |
| SIGNATUREFD, LLC | History | Added to | 338 | 18 | 0.0% | 0.0% | 240 | +286 | 550.0% | Q1 2026 | Apr 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 292 | 16 | 0.0% | 0.0% | 241 | +220 | 305.56% | Q1 2026 | Apr 24, 2026 |
| BIRCHBROOK, INC. | History | Added to | 294 | 16 | 0.01% | 0.01% | 242 | +1 | 0.34% | Q1 2026 | Apr 08, 2026 |
| Western Wealth Management, LLC | History | New | 272 | 14 | 0.0% | — | 245 | +272 | New | Q1 2026 | May 19, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Reduced | 270 | 14 | 0.0% | 0.01% | 244 | -270 | -50.0% | Q1 2026 | May 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 272 | 14 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 250 | 13 | 0.0% | 0.0% | 246 | +143 | 133.64% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Added to | 223 | 12 | 0.0% | 0.0% | 247 | +95 | 74.22% | Q1 2026 | Apr 13, 2026 |
| SIMPLEX TRADING, LLC | History | New | 211 | 11 | 0.0% | — | 249 | +211 | New | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 208 | 11 | 0.0% | 0.0% | 248 | -133 | -39.0% | Q1 2026 | Apr 20, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 200 | 10 | 0.0% | — | 252 | +200 | New | Q1 2026 | May 15, 2026 |
| Measured Wealth Private Client Group, LLC | History | New | 194 | 10 | 0.0% | — | 253 | +194 | New | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 195 | 10 | 0.0% | 0.0% | 251 | +35 | 21.88% | Q1 2026 | Apr 06, 2026 |
| FIRST HORIZON CORP | History | No change | 190 | 10 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| McIlrath & Eck, LLC | History | No change | 180 | 9 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 113 | 6 | 0.0% | — | 255 | +113 | New | Q1 2026 | Apr 06, 2026 |
| Fortitude Family Office, LLC | History | Added to | 101 | 5 | 0.0% | 0.0% | 257 | +40 | 65.57% | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | No change | 102 | 5 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Global Retirement Partners, LLC | History | No change | 88 | 4 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 72 | 3 | 0.0% | — | 262 | +72 | New | Q1 2026 | May 15, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 55 | 3 | 0.0% | 0.0% | 260 | +1 | 1.85% | Q1 2026 | Apr 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 61 | 3 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 70 | 3 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 41 | 2 | 0.0% | 0.0% | 264 | -85 | -67.46% | Q1 2026 | Apr 27, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 41 | 2 | 0.0% | 0.0% | 263 | -83 | -66.94% | Q1 2026 | May 06, 2026 |
| POM Investment Strategies, LLC | History | New | 48 | 2 | 0.0% | — | 269 | +48 | New | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 44 | 2 | 0.0% | — | 270 | +44 | New | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | New | 40 | 2 | 0.0% | — | 268 | +40 | New | Q1 2026 | Apr 29, 2026 |
| Byrne Asset Management LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 42 | 2 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LRI Investments, LLC | History | No change | 49 | 2 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Activest Wealth Management | History | Added to | 36 | 1 | 0.0% | — | 282 | +35 | 3500.0% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Planning Group LLC | History | New | 30 | 1 | 0.0% | — | 287 | +30 | New | Q1 2026 | May 06, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 31 | 1 | 0.0% | — | 276 | +25 | 416.67% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 34 | 1 | 0.0% | — | 286 | +20 | 142.86% | Q1 2026 | May 15, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 24 | 1 | 0.0% | — | 278 | +19 | 380.0% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Added to | 36 | 1 | 0.0% | — | 280 | +19 | 111.76% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 33 | 1 | 0.0% | — | 277 | +18 | 120.0% | Q1 2026 | Apr 20, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 25 | 1 | 0.0% | — | 279 | +17 | 212.5% | Q1 2026 | May 11, 2026 |
| Kilter Group LLC | History | Reduced | 20 | 1 | 0.0% | 0.0% | 284 | -5 | -20.0% | Q1 2026 | May 14, 2026 |
| NBC SECURITIES, INC. | History | No change | 19 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 24 | 1 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Manchester Capital Management LLC | History | No change | 22 | 1 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Parkside Financial Bank & Trust | History | No change | 25 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 25 | 1 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 20 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Private Wealth Management Group, LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -339,073 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -289,182 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -220,271 | -100.0% | Q1 2026 | May 15, 2026 |
| Oppenheimer & Close, LLC | History | Closed out | 0 | 0 | — | 3.2% | — | -85,219 | -100.0% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.01% | — | -59,008 | -100.0% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,604 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -36,592 | -100.0% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -34,272 | -100.0% | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -31,400 | -100.0% | Q1 2026 | May 15, 2026 |
| Blueshift Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.43% | — | -26,881 | -100.0% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,572 | -100.0% | Q1 2026 | May 15, 2026 |
| Lotus Technology Management, LP | History | Closed out | 0 | 0 | — | 0.31% | — | -10,276 | -100.0% | Q1 2026 | May 15, 2026 |
| Invst, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -10,182 | -100.0% | Q1 2026 | May 13, 2026 |