CHESAPEAKE UTILITIES CORP - CPK
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 | Reduced | 3,581,308 | 452,569 | 0.01% | 0.01% | 1 | -156,953 | -4.2% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 2,378,936 | 300,627 | 0.21% | 0.06% | 2 | +1,913,537 | 411.16% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,020,146 | 252,033 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 1,242,638 | 157,866 | 0.01% | 0.01% | 4 | +19,400 | 1.59% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,079,094 | 136,365 | 0.1% | 0.1% | 5 | +8,678 | 0.81% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,060,795 | 134,052 | 0.0% | — | 6 | +1,060,795 | New | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 900,020 | 113,735 | 0.02% | 0.02% | 7 | +18,705 | 2.12% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 790,706 | 99,921 | 0.01% | — | 8 | +790,706 | New | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 765,775 | 95,538 | 0.03% | 0.03% | 9 | -58,387 | -7.08% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 572,539 | 72,365 | 0.0% | 0.0% | 10 | +17,825 | 3.21% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 481,597 | 60,859 | 0.01% | 0.01% | 11 | +22,350 | 4.87% | Q1 2026 | May 12, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 474,863 | 60,008 | 0.04% | 0.04% | 12 | -4,318 | -0.9% | Q1 2026 | May 06, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 468,656 | 59,224 | 1.32% | 1.33% | 13 | -9,930 | -2.07% | Q1 2026 | May 06, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 437,225 | 55,252 | 0.01% | 0.01% | 14 | +103 | 0.02% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 419,701 | 53,037 | 0.0% | 0.0% | 15 | +70,468 | 20.18% | Q1 2026 | May 15, 2026 |
| Boston Trust Walden Corp | History | Reduced | 318,828 | 40,290 | 0.33% | 0.34% | 16 | -46,525 | -12.73% | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 309,029 | 39,051 | 0.03% | 0.03% | 17 | -8,520 | -2.68% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 274,406 | 34,676 | 0.01% | 0.01% | 18 | +4,033 | 1.49% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 259,309 | 32,768 | 0.0% | 0.0% | 19 | +2,418 | 0.94% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 258,877 | 32,714 | 0.0% | 0.0% | 20 | +99,877 | 62.82% | Q1 2026 | May 15, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Added to | 256,816 | 32,453 | 0.48% | 0.37% | 21 | +54,552 | 26.97% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 222,762 | 28,149 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 203,153 | 25,672 | 0.0% | 0.01% | 23 | -31,584 | -13.46% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 184,008 | 23,214 | 0.0% | 0.0% | 24 | -15,123 | -7.59% | Q1 2026 | May 13, 2026 |
| Energy Income Partners, LLC | History | Added to | 173,654 | 21,944 | 0.35% | 0.39% | 25 | +3,083 | 1.81% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 157,336 | 19,882 | 0.03% | 0.03% | 26 | +11,394 | 7.81% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 156,786 | 19,813 | 0.01% | — | 27 | +156,786 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | New | 146,822 | 18,553 | 0.02% | — | 28 | +146,822 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 133,185 | 16,830 | 0.0% | 0.0% | 29 | -9,754 | -6.82% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 125,507 | 15,860 | 0.0% | 0.0% | 30 | +3,965 | 3.26% | Q1 2026 | May 04, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 122,242 | 15,447 | 1.5% | 1.55% | 31 | -3,670 | -2.91% | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 115,157 | 14,552 | 0.01% | 0.01% | 32 | +2,330 | 2.07% | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Added to | 101,250 | 12,794 | 0.0% | 0.0% | 33 | +3,216 | 3.28% | Q1 2026 | May 05, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 87,420 | 11,028 | 0.01% | 0.01% | 34 | -13,024 | -12.97% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Reduced | 84,377 | 10,714 | 0.19% | 0.18% | 35 | -597 | -0.7% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 84,637 | 10,695 | 0.03% | 0.03% | 36 | +2,822 | 3.45% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 79,472 | 10,042 | 0.0% | 0.0% | 37 | -6,798 | -7.88% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 75,997 | 9,604 | 0.02% | 0.01% | 38 | +23,706 | 45.33% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 73,101 | 9,237 | 0.07% | 0.06% | 39 | +5,176 | 7.62% | Q1 2026 | Apr 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 71,028 | 8,975 | 0.01% | 0.0% | 40 | +2,119 | 3.08% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 68,134 | 8,610 | 0.01% | 0.01% | 41 | +1,150 | 1.72% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 65,669 | 8,298 | 0.0% | 0.0% | 42 | +418 | 0.64% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 64,412 | 8,139 | 0.01% | 0.01% | 43 | +6,388 | 11.01% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 62,535 | 7,902 | 0.0% | 0.0% | 44 | -3,938 | -5.92% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 59,800 | 7,556 | 0.03% | 0.03% | 45 | -5,700 | -8.7% | Q1 2026 | Apr 24, 2026 |
| BAHL & GAYNOR INC | History | Added to | 55,434 | 7,005 | 0.04% | 0.03% | 46 | +952 | 1.75% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 54,733 | 6,916 | 0.0% | 0.0% | 47 | -5,269 | -8.78% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | New | 54,727 | 6,915 | 0.0% | — | 48 | +54,727 | New | Q1 2026 | May 12, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 54,242 | 6,854 | 1.24% | 1.06% | 49 | +8,505 | 18.6% | Q1 2026 | Apr 20, 2026 |
| ProShare Advisors LLC | History | Reduced | 52,600 | 6,647 | 0.01% | 0.01% | 50 | -35 | -0.07% | Q1 2026 | Apr 24, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 52,539 | 6,639 | 0.08% | 0.07% | 51 | -121 | -0.23% | Q1 2026 | May 07, 2026 |
| GABELLI FUNDS LLC | History | No change | 50,000 | 6,318 | 0.04% | 0.04% | 52 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Added to | 48,615 | 6,143 | 0.42% | 0.41% | 53 | +48 | 0.1% | Q1 2026 | May 05, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 47,954 | 6,059 | 0.03% | 0.03% | 54 | +407 | 0.86% | Q1 2026 | May 01, 2026 |
| Swiss National Bank | History | Added to | 46,850 | 5,920 | 0.0% | 0.0% | 55 | +400 | 0.86% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 43,248 | 5,466 | 0.0% | 0.0% | 56 | +244 | 0.57% | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 43,058 | 5,441 | 0.0% | 0.0% | 57 | +1,516 | 3.65% | Q1 2026 | May 11, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 42,955 | 5,428 | 0.2% | 0.18% | 58 | -4,150 | -8.81% | Q1 2026 | Apr 23, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 41,737 | 5,274 | 0.0% | 0.0% | 59 | -17,648 | -29.72% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 40,113 | 5,069 | 0.01% | 0.01% | 60 | -4,848 | -10.78% | Q1 2026 | May 08, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 38,307 | 4,840 | 0.36% | 0.42% | 61 | -13,323 | -25.8% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 36,997 | 4,675 | 0.09% | 0.09% | 62 | -2,343 | -5.96% | Q1 2026 | Apr 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 36,716 | 4,648 | 0.01% | 0.01% | 63 | -1,776 | -4.61% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 35,796 | 4,523 | 0.0% | 0.0% | 64 | +3,371 | 10.4% | Q1 2026 | May 06, 2026 |
| Tufton Capital Management | History | Reduced | 34,675 | 4,381 | 0.8% | 2.06% | 65 | -59,879 | -63.33% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Reduced | 31,490 | 3,979 | 0.0% | 0.0% | 66 | -406 | -1.27% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 30,299 | 3,829 | 0.0% | 0.0% | 67 | -1,764 | -5.5% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 29,616 | 3,762 | 0.01% | 0.01% | 68 | -5,854 | -16.5% | Q1 2026 | May 15, 2026 |
| Wealthspire Advisors, LLC | History | Reduced | 29,375 | 3,712 | 0.03% | 0.03% | 69 | -113 | -0.38% | Q1 2026 | May 01, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 29,224 | 3,693 | 0.0% | 0.0% | 70 | +10,780 | 58.45% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 29,119 | 3,680 | 0.0% | 0.0% | 71 | +5,528 | 23.43% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 26,519 | 3,351 | 0.03% | 0.03% | 72 | -3,983 | -13.06% | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Added to | 25,355 | 3,204 | 0.27% | 0.25% | 73 | +338 | 1.35% | Q1 2026 | May 01, 2026 |
| HENNESSY ADVISORS INC | History | No change | 25,058 | 3,166 | 0.11% | 0.11% | 74 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 24,557 | 3,103 | 0.06% | 0.07% | 75 | -997 | -3.9% | Q1 2026 | May 04, 2026 |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | History | Added to | 24,448 | 3,089 | 1.04% | 0.87% | 76 | +3,756 | 18.15% | Q1 2026 | Apr 16, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 24,256 | 3,065 | 0.0% | 0.0% | 77 | +2,390 | 10.93% | Q1 2026 | May 13, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Reduced | 24,066 | 3,041 | 0.43% | 0.73% | 78 | -16,886 | -41.23% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 23,879 | 3,017 | 0.0% | 0.0% | 79 | +1,391 | 6.19% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Added to | 23,085 | 2,917 | 0.0% | 0.0% | 80 | +17,473 | 311.35% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Added to | 21,660 | 2,737 | 0.02% | 0.02% | 81 | +200 | 0.93% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | Added to | 21,648 | 2,735 | 0.05% | 0.03% | 82 | +12,062 | 125.83% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 21,340 | 2,696 | 0.0% | 0.0% | 83 | -1,436 | -6.3% | Q1 2026 | May 12, 2026 |
| Phocas Financial Corp. | History | Reduced | 20,721 | 2,618 | 0.41% | 0.43% | 84 | -5,838 | -21.98% | Q1 2026 | Apr 30, 2026 |
| FourThought Financial Partners, LLC | History | No change | 20,500 | 2,590 | 0.22% | 0.22% | 85 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| REAVES W H & CO INC | History | Reduced | 20,000 | 2,527 | 0.04% | 0.07% | 86 | -10,000 | -33.33% | Q1 2026 | May 07, 2026 |
| Cox Capital Mgt LLC | History | Added to | 19,464 | 2,459 | 1.63% | 0.73% | 87 | +10,045 | 106.65% | Q1 2026 | Apr 14, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 19,448 | 2,457 | 0.05% | 0.05% | 88 | -843 | -4.15% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 18,281 | 2,310 | 0.0% | — | 89 | +18,281 | New | Q1 2026 | May 08, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | No change | 17,841 | 2,254 | 0.09% | 0.08% | 90 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Fruth Investment Management | History | No change | 17,824 | 2,252 | 0.56% | 0.6% | 91 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 17,609 | 2,225 | 0.01% | — | 92 | +17,609 | New | Q1 2026 | May 08, 2026 |
| Riverwater Partners LLC | History | Added to | 17,527 | 2,214 | 0.74% | 0.81% | 93 | +790 | 4.72% | Q1 2026 | May 07, 2026 |
| Dean Capital Management | History | Reduced | 16,867 | 2,131 | 0.88% | 1.48% | 94 | -10,984 | -39.44% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 16,835 | 2,127 | 0.01% | 0.01% | 95 | +973 | 6.13% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 16,674 | 2,107 | 0.0% | 0.0% | 96 | -45 | -0.27% | Q1 2026 | May 06, 2026 |
| Magellan Asset Management Ltd | History | Added to | 16,275 | 2,056 | 0.03% | 0.02% | 97 | +3,192 | 24.4% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 16,356 | 2,040 | 0.01% | 0.01% | 98 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,129 | 2,038 | 0.0% | 0.0% | 99 | +15,775 | 4456.21% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,787 | 1,995 | 0.0% | 0.0% | 100 | -464 | -2.86% | Q1 2026 | May 01, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 15,704 | 1,984 | 0.0% | 0.0% | 101 | +313 | 2.03% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 15,465 | 1,954 | 0.01% | 0.01% | 102 | -732 | -4.52% | Q1 2026 | May 13, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 15,352 | 1,940 | 0.01% | — | 103 | +15,352 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 15,310 | 1,934 | 0.0% | 0.0% | 104 | +1,397 | 10.04% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 14,271 | 1,803 | 0.0% | 0.0% | 106 | -18,608 | -56.6% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 14,272 | 1,803 | 0.01% | 0.01% | 105 | +1,758 | 14.05% | Q1 2026 | May 26, 2026 |
| SG Americas Securities, LLC | History | Added to | 14,178 | 1,792 | 0.0% | 0.0% | 107 | +4,692 | 49.46% | Q1 2026 | Apr 16, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 14,181 | 1,792 | 0.05% | 0.05% | 108 | +593 | 4.36% | Q1 2026 | May 14, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 13,757 | 1,738 | 0.17% | 0.09% | 110 | +6,833 | 98.69% | Q1 2026 | Apr 10, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 13,751 | 1,738 | 0.0% | 0.0% | 109 | +438 | 3.29% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 13,607 | 1,719 | 0.0% | 0.0% | 111 | +11,712 | 618.05% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 12,883 | 1,628 | 0.01% | 0.01% | 112 | +53 | 0.41% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 12,663 | 1,600 | 0.02% | 0.02% | 113 | -1,137 | -8.24% | Q1 2026 | May 05, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 12,515 | 1,582 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 12,416 | 1,568 | 0.02% | 0.02% | 115 | -367 | -2.87% | Q1 2026 | Apr 20, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 12,379 | 1,564 | 0.01% | 0.01% | 116 | -73 | -0.59% | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | New | 12,363 | 1,562 | 0.03% | — | 117 | +12,363 | New | Q1 2026 | Apr 14, 2026 |
| ALBERT D MASON INC | History | Added to | 12,347 | 1,560 | 1.01% | 1.0% | 118 | +159 | 1.3% | Q1 2026 | Apr 15, 2026 |
| Savant Capital, LLC | History | Reduced | 11,445 | 1,446 | 0.01% | 0.01% | 119 | -2,111 | -15.57% | Q1 2026 | May 04, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,412 | 1,442 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,989 | 1,388 | 0.0% | 0.0% | 121 | +132 | 1.22% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 10,790 | 1,366 | 0.01% | 0.0% | 122 | +1,582 | 17.18% | Q1 2026 | May 11, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,523 | 1,330 | 0.0% | 0.0% | 123 | -276 | -2.56% | Q1 2026 | Apr 22, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,500 | 1,326 | 0.02% | 0.02% | 124 | -300 | -2.78% | Q1 2026 | Apr 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 10,452 | 1,320 | 0.0% | 0.0% | 125 | -2,383 | -18.57% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,365 | 1,309 | 0.0% | 0.0% | 126 | -349 | -3.26% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 10,300 | 1,307 | 0.01% | 0.0% | 127 | +200 | 1.98% | Q1 2026 | Apr 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 9,809 | 1,240 | 0.1% | 0.04% | 128 | +5,516 | 128.49% | Q1 2026 | Apr 28, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 9,810 | 1,239 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,705 | 1,226 | 0.0% | 0.0% | 130 | +2,259 | 30.34% | Q1 2026 | May 15, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Added to | 9,664 | 1,221 | 0.04% | 0.02% | 131 | +3,408 | 54.48% | Q1 2026 | May 21, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 9,650 | 1,219 | 0.0% | — | 132 | +9,650 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 9,523 | 1,203 | 0.0% | 0.0% | 133 | +1,668 | 21.23% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 9,410 | 1,189 | 0.0% | 0.0% | 134 | +1,447 | 18.17% | Q1 2026 | May 12, 2026 |
| AGP FRANKLIN, LLC | History | Reduced | 9,340 | 1,180 | 0.59% | 0.65% | 135 | -1,817 | -16.29% | Q1 2026 | Apr 17, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 9,262 | 1,170 | 0.07% | 0.04% | 136 | +3,287 | 55.01% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 9,222 | 1,165 | 0.0% | — | 137 | +9,222 | New | Q1 2026 | May 08, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 9,206 | 1,163 | 0.14% | 0.15% | 138 | -522 | -5.37% | Q1 2026 | May 14, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 9,088 | 1,148 | 0.0% | 0.0% | 139 | +396 | 4.56% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | New | 8,927 | 1,128 | 0.0% | — | 140 | +8,927 | New | Q1 2026 | May 14, 2026 |
| Legato Capital Management LLC | History | Reduced | 8,796 | 1,111 | 0.1% | 0.16% | 141 | -5,901 | -40.15% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,659 | 1,094 | 0.0% | — | 142 | +8,659 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,647 | 1,092 | 0.0% | 0.0% | 143 | +55 | 0.64% | Q1 2026 | May 13, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 8,239 | 1,041 | 0.16% | 0.15% | 144 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 8,218 | 1,038 | 0.0% | 0.0% | 145 | -750 | -8.36% | Q1 2026 | Apr 27, 2026 |
| ICW Investment Advisors LLC | History | Added to | 8,124 | 1,026 | 0.37% | 0.37% | 146 | +57 | 0.71% | Q1 2026 | May 11, 2026 |
| Cladis Investment Advisory, LLC | History | No change | 8,000 | 1,010 | 0.56% | 0.55% | 147 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,999 | 992 | 0.0% | 0.0% | 148 | +6,026 | 305.42% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 7,311 | 923 | 0.0% | 0.0% | 149 | +356 | 5.12% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 6,929 | 875 | 0.0% | 0.01% | 150 | -342 | -4.7% | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | New | 6,873 | 868 | 0.01% | — | 151 | +6,873 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,755 | 854 | 0.01% | 0.01% | 152 | -81 | -1.18% | Q1 2026 | May 08, 2026 |
| Legacy Wealth Asset Management, LLC | History | Reduced | 6,756 | 853 | 0.21% | 0.21% | 153 | -119 | -1.73% | Q1 2026 | Apr 08, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,714 | 848 | 0.0% | 0.0% | 154 | -151 | -2.2% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 6,524 | 824 | 0.02% | — | 155 | +6,524 | New | Q1 2026 | Apr 27, 2026 |
| Arizona State Retirement System | History | Reduced | 6,505 | 822 | 0.0% | 0.0% | 156 | -63 | -0.96% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,319 | 798 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Inspire Investing, LLC | History | Added to | 6,305 | 796 | 0.07% | 0.05% | 158 | +1,789 | 39.61% | Q1 2026 | Apr 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,306 | 796 | 0.01% | 0.01% | 159 | -91 | -1.42% | Q1 2026 | Apr 24, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 6,246 | 789 | 0.13% | 0.14% | 160 | +1,449 | 30.21% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 5,864 | 741 | 0.0% | 0.0% | 161 | +95 | 1.65% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 5,600 | 707 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 5,574 | 704 | 0.01% | 0.01% | 163 | +429 | 8.34% | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,448 | 688 | 0.01% | 0.01% | 164 | +56 | 1.04% | Q1 2026 | Apr 29, 2026 |
| Holocene Advisors, LP | History | New | 5,421 | 685 | 0.0% | — | 165 | +5,421 | New | Q1 2026 | May 15, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 5,350 | 676 | 0.13% | 0.12% | 166 | +850 | 18.89% | Q1 2026 | Apr 15, 2026 |
| Empowered Funds, LLC | History | New | 5,183 | 654 | 0.0% | — | 168 | +5,183 | New | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,183 | 654 | 0.01% | 0.01% | 167 | -3,647 | -41.3% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,111 | 645 | 0.0% | 0.0% | 169 | -3,775 | -42.48% | Q1 2026 | May 12, 2026 |
| Vident Advisory, LLC | History | New | 5,084 | 642 | 0.01% | — | 170 | +5,084 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,021 | 635 | 0.0% | 0.0% | 171 | -736 | -12.78% | Q1 2026 | Apr 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,023 | 634 | 0.01% | 0.01% | 172 | +500 | 11.05% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,970 | 628 | 0.0% | 0.0% | 173 | -430 | -7.96% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 4,945 | 624 | 0.01% | 0.01% | 174 | -40 | -0.8% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Reduced | 4,893 | 618 | 0.0% | 0.0% | 175 | -998 | -16.94% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 4,881 | 616 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 4,797 | 606 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 4,732 | 597 | 0.0% | 0.0% | 178 | -7,197 | -60.33% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 4,676 | 590 | 0.0% | 0.0% | 179 | -32,155 | -87.3% | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | New | 4,608 | 582 | 0.14% | — | 180 | +4,608 | New | Q1 2026 | May 14, 2026 |
| INTRUST BANK NA | History | Reduced | 4,535 | 573 | 0.05% | 0.05% | 181 | -5 | -0.11% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,420 | 572 | 0.0% | 0.0% | 182 | -1,505 | -25.4% | Q1 2026 | Apr 08, 2026 |
| Wealthcare Capital Partners, LLC | History | Added to | 4,506 | 569 | 0.27% | 0.26% | 183 | +16 | 0.36% | Q1 2026 | Apr 15, 2026 |
| ADELL HARRIMAN & CARPENTER INC | History | No change | 4,500 | 568 | 0.03% | 0.03% | 184 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,277 | 540 | 0.0% | 0.0% | 185 | -207 | -4.62% | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 4,197 | 530 | 0.0% | 0.0% | 186 | -193 | -4.4% | Q1 2026 | Apr 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,180 | 528 | 0.0% | 0.0% | 187 | -4,637 | -52.59% | Q1 2026 | May 12, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 4,092 | 517 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,078 | 515 | 0.0% | 0.0% | 189 | +2 | 0.05% | Q1 2026 | Apr 22, 2026 |
| CITIGROUP INC | History | Reduced | 4,060 | 513 | 0.0% | 0.0% | 190 | -31,268 | -88.51% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | New | 3,971 | 501 | 0.04% | — | 193 | +3,971 | New | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 3,971 | 501 | 0.01% | 0.01% | 191 | +1,411 | 55.12% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,969 | 501 | 0.01% | 0.01% | 192 | +22 | 0.56% | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 3,946 | 498 | 0.02% | 0.02% | 194 | -194 | -4.69% | Q1 2026 | May 11, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | Added to | 3,637 | 459 | 0.01% | 0.01% | 195 | +37 | 1.03% | Q1 2026 | Apr 07, 2026 |
| M&T BANK CORP | History | Added to | 3,517 | 444 | 0.0% | 0.0% | 196 | +20 | 0.57% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,373 | 426 | 0.01% | 0.0% | 197 | +3,155 | 1447.25% | Q1 2026 | May 15, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | New | 3,250 | 410 | 0.04% | — | 198 | +3,250 | New | Q1 2026 | Apr 23, 2026 |
| VARCOV Co. | History | New | 3,125 | 394 | 0.15% | — | 199 | +3,125 | New | Q1 2026 | May 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | No change | 3,088 | 390 | 0.01% | 0.01% | 200 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 3,000 | 379 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| BESSEMER GROUP INC | History | Added to | 2,994 | 378 | 0.0% | 0.0% | 202 | +128 | 4.47% | Q1 2026 | May 06, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,874 | 363 | 0.0% | 0.0% | 203 | -379 | -11.65% | Q1 2026 | May 04, 2026 |
| MQS Management LLC | History | New | 2,803 | 354 | 0.24% | — | 204 | +2,803 | New | Q1 2026 | Apr 23, 2026 |
| Freestone Grove Partners LP | History | Reduced | 2,641 | 333 | 0.0% | 0.01% | 205 | -6,282 | -70.4% | Q1 2026 | May 15, 2026 |
| BOSTON FAMILY OFFICE LLC | History | No change | 2,550 | 322 | 0.02% | 0.02% | 206 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,457 | 312 | 0.0% | 0.0% | 207 | +59 | 2.46% | Q1 2026 | Apr 30, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 2,450 | 309 | 0.03% | — | 208 | +2,450 | New | Q1 2026 | May 12, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 2,406 | 305 | 0.01% | 0.01% | 209 | -631 | -20.78% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | New | 2,379 | 300 | 0.0% | — | 210 | +2,379 | New | Q1 2026 | May 15, 2026 |
| PARK NATIONAL CORP /OH/ | History | Reduced | 2,304 | 291 | 0.01% | 0.01% | 211 | -146 | -5.96% | Q1 2026 | Apr 16, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 2,266 | 289 | 0.0% | 0.0% | 212 | +57 | 2.58% | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | Added to | 2,254 | 284 | 0.01% | 0.01% | 213 | +33 | 1.49% | Q1 2026 | Apr 06, 2026 |
| Amundi | History | No change | 2,240 | 283 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | New | 2,218 | 280 | 0.0% | — | 215 | +2,218 | New | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 2,208 | 279 | 0.0% | 0.0% | 216 | +366 | 19.87% | Q1 2026 | May 13, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | New | 2,133 | 269 | 0.01% | — | 217 | +2,133 | New | Q1 2026 | Apr 15, 2026 |
| Ellevest, Inc. | History | Reduced | 2,120 | 267 | 0.04% | 0.04% | 218 | -70 | -3.2% | Q1 2026 | May 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 2,086 | 263 | 0.0% | — | 219 | +2,086 | New | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 2,053 | 259 | 0.0% | 0.0% | 221 | +651 | 46.43% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,050 | 259 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 2,020 | 255 | 0.0% | 0.01% | 222 | -7,984 | -79.81% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 1,979 | 250 | 0.0% | 0.0% | 223 | -175 | -8.12% | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 1,950 | 246 | 0.0% | — | 224 | +1,950 | New | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 1,937 | 245 | 0.0% | — | 225 | +1,937 | New | Q1 2026 | Apr 07, 2026 |
| Aquatic Capital Management LLC | History | New | 1,936 | 244 | 0.01% | — | 226 | +1,936 | New | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 1,921 | 242 | 0.0% | 0.0% | 227 | +124 | 6.9% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,911 | 241 | 0.01% | 0.01% | 228 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 1,900 | 240 | 0.0% | 0.0% | 229 | -70 | -3.55% | Q1 2026 | May 13, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Reduced | 1,883 | 237 | 0.03% | 0.03% | 230 | -17 | -0.89% | Q1 2026 | May 15, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Reduced | 1,851 | 235 | 0.03% | 0.04% | 231 | -56 | -2.94% | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,837 | 232 | 0.0% | 0.0% | 232 | +1,350 | 277.21% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | No change | 1,841 | 232 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 1,749 | 221 | 0.0% | 0.0% | 234 | +25 | 1.45% | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 1,733 | 220 | 0.0% | 0.0% | 235 | -39 | -2.2% | Q1 2026 | May 14, 2026 |
| IFM Investors Pty Ltd | History | New | 1,677 | 211 | 0.0% | — | 236 | +1,677 | New | Q1 2026 | Apr 23, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 1,656 | 209 | 0.0% | — | 237 | +1,656 | New | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 1,655 | 209 | 0.0% | — | 238 | +1,655 | New | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 1,642 | 207 | 0.0% | — | 239 | +1,642 | New | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 1,611 | 206 | 0.07% | 0.01% | 240 | +1,419 | 739.06% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | Reduced | 1,625 | 205 | 0.0% | 0.0% | 241 | -7 | -0.43% | Q1 2026 | Apr 27, 2026 |
| Belpointe Asset Management LLC | History | New | 1,586 | 200 | 0.01% | — | 242 | +1,586 | New | Q1 2026 | Apr 28, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,560 | 197 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BOKF, NA | History | Reduced | 1,402 | 177 | 0.0% | 0.0% | 244 | -898 | -39.04% | Q1 2026 | May 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,352 | 170 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 1,093 | 138 | 0.0% | 0.0% | 246 | +68 | 6.63% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,065 | 136 | 0.0% | 0.0% | 247 | +59 | 5.86% | Q1 2026 | Apr 07, 2026 |
| Byrne Asset Management LLC | History | No change | 1,056 | 133 | 0.08% | 0.07% | 248 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 1,033 | 130 | 0.0% | 0.0% | 249 | +299 | 40.74% | Q1 2026 | May 15, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 1,018 | 128 | 0.03% | 0.03% | 250 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,014 | 126 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 981 | 124 | 0.0% | 0.0% | 252 | +105 | 11.99% | Q1 2026 | May 01, 2026 |
| Quantbot Technologies LP | History | New | 966 | 122 | 0.0% | — | 254 | +966 | New | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 967 | 122 | 0.0% | 0.0% | 253 | +344 | 55.22% | Q1 2026 | May 11, 2026 |
| KBC Group NV | History | No change | 773 | 98 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 721 | 91 | 0.0% | 0.0% | 256 | +221 | 44.2% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 647 | 81 | 0.0% | 0.0% | 257 | -14 | -2.12% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 581 | 73 | 0.0% | 0.0% | 258 | -200 | -25.61% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 565 | 71 | 0.0% | 0.0% | 259 | -387 | -40.65% | Q1 2026 | Apr 22, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 553 | 69 | 0.01% | 0.01% | 260 | -156 | -22.0% | Q1 2026 | May 11, 2026 |
| SBI Okasan Asset Management Co.Ltd. | History | No change | 500 | 63 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Rossby Financial, LCC | History | No change | 465 | 59 | 0.01% | 0.02% | 262 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 463 | 58 | 0.0% | 0.0% | 263 | +49 | 11.84% | Q1 2026 | Apr 07, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 451 | 56 | 0.0% | 0.0% | 264 | +1 | 0.22% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 404 | 51 | 0.0% | 0.0% | 265 | +79 | 24.31% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 397 | 50 | 0.0% | 0.0% | 266 | +18 | 4.75% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Reduced | 355 | 44 | 0.0% | 0.0% | 267 | -55 | -13.41% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 342 | 43 | 0.0% | 0.0% | 268 | +18 | 5.56% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 315 | 39 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 300 | 37 | 0.03% | 0.03% | 270 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NBC SECURITIES, INC. | History | No change | 255 | 32 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 228 | 28 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| BEACON INVESTMENT ADVISORY SERVICES, INC. | History | New | 220 | 27 | 0.0% | — | 276 | +220 | New | Q1 2026 | Apr 14, 2026 |
| Ares Financial Consulting, LLC | History | New | 216 | 27 | 0.02% | — | 277 | +216 | New | Q1 2026 | Apr 02, 2026 |
| Versant Capital Management, Inc | History | Reduced | 219 | 27 | 0.0% | 0.0% | 275 | -15 | -6.41% | Q1 2026 | Apr 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 216 | 27 | 0.0% | 0.0% | 273 | +11 | 5.37% | Q1 2026 | May 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 221 | 27 | 0.0% | 0.0% | 274 | -4 | -1.78% | Q1 2026 | Apr 20, 2026 |
| Arax Advisory Partners | History | Reduced | 204 | 25 | 0.0% | 0.0% | 279 | -112 | -35.44% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | No change | 203 | 25 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Kemnay Advisory Services Inc. | History | New | 194 | 24 | 0.0% | — | 281 | +194 | New | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 193 | 24 | 0.0% | 0.0% | 280 | -9 | -4.46% | Q1 2026 | Apr 13, 2026 |
| True Link Financial Advisors, LLC | History | New | 185 | 23 | 0.0% | — | 284 | +185 | New | Q1 2026 | Apr 29, 2026 |
| Advisory Services Network, LLC | History | New | 183 | 23 | 0.0% | — | 283 | +183 | New | Q1 2026 | May 15, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 182 | 23 | 0.0% | 0.0% | 282 | +82 | 82.0% | Q1 2026 | May 08, 2026 |
| FOSTER DYKEMA CABOT & PARTNERS, LLC | History | No change | 175 | 22 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 163 | 21 | 0.0% | 0.0% | 286 | -24 | -12.83% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | No change | 161 | 20 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Centerpoint Advisors, LLC | History | No change | 156 | 20 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 156 | 19 | 0.0% | 0.0% | 290 | +6 | 4.0% | Q1 2026 | May 06, 2026 |
| MCF Advisors LLC | History | Added to | 156 | 19 | 0.0% | 0.0% | 289 | +5 | 3.31% | Q1 2026 | May 11, 2026 |
| PRIVATE TRUST CO NA | History | No change | 144 | 18 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Fortis Group Advisors, LLC | History | No change | 146 | 18 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 125 | 15 | 0.0% | 0.0% | 296 | -63 | -33.51% | Q1 2026 | Jun 02, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 124 | 15 | 0.0% | 0.0% | 294 | +53 | 74.65% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 121 | 15 | 0.0% | 0.0% | 293 | -3 | -2.42% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 120 | 15 | 0.0% | 0.0% | 295 | +1 | 0.84% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 118 | 14 | 0.0% | 0.0% | 297 | -1 | -0.84% | Q1 2026 | May 15, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 100 | 12 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 102 | 12 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 93 | 11 | 0.01% | 0.01% | 301 | -16 | -14.68% | Q1 2026 | Apr 07, 2026 |