CARTERS INC - CRI
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 | 5,475,209 | 195,793 | 0.0% | 0.0% | 1 | -5,860 | -0.11% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,124,342 | 133,752 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,553,717 | 91,320 | 0.0% | — | 3 | +2,553,717 | New | Q1 2026 | May 08, 2026 |
| RWWM, Inc. | History | Reduced | 2,342,359 | 83,762 | 6.11% | 10.06% | 4 | -2,173,964 | -48.14% | Q1 2026 | May 04, 2026 |
| Allianz Asset Management GmbH | History | Added to | 1,820,289 | 65,093 | 0.07% | 0.05% | 5 | +277,502 | 17.99% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,765,205 | 63,121 | 0.01% | 0.01% | 6 | +472,786 | 36.58% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,531,831 | 54,778 | 0.0% | — | 7 | +1,531,831 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,509,381 | 53,975 | 0.0% | 0.0% | 8 | -3,985 | -0.26% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,381,126 | 49,389 | 0.03% | 0.02% | 9 | +15,582 | 1.14% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,230,603 | 44,006 | 0.0% | 0.0% | 10 | -531,433 | -30.16% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 1,069,836 | 38,257 | 0.01% | 0.01% | 11 | -279,941 | -20.74% | Q1 2026 | May 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,067,583 | 38,176 | 0.05% | 0.02% | 12 | +652,872 | 157.43% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 1,061,468 | 37,958 | 0.04% | 0.01% | 13 | +701,290 | 194.71% | Q1 2026 | May 14, 2026 |
| Rubric Capital Management LP | History | Added to | 1,018,853 | 36,434 | 0.39% | 0.18% | 14 | +558,853 | 121.49% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 941,165 | 33,656 | 0.0% | 0.0% | 15 | +203,098 | 27.52% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 884,068 | 31,620 | 0.0% | 0.0% | 16 | +27,265 | 3.18% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 788,437 | 28,195 | 0.06% | 0.06% | 17 | -48,400 | -5.78% | Q1 2026 | May 11, 2026 |
| Interval Partners, LP | History | Added to | 667,612 | 23,873 | 0.63% | 0.3% | 18 | +148,412 | 28.58% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 638,750 | 22,841 | 0.0% | 0.0% | 19 | +227,935 | 55.48% | Q1 2026 | May 05, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 622,022 | 22,243 | 0.01% | 0.0% | 20 | +164,258 | 35.88% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Reduced | 598,047 | 21,386 | 0.04% | 0.04% | 21 | -14,966 | -2.44% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 584,624 | 20,906 | 0.01% | 0.02% | 22 | -454,298 | -43.73% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 578,784 | 20,697 | 0.0% | 0.0% | 23 | -66,386 | -10.29% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 577,399 | 20,647 | 0.0% | 0.0% | 24 | -30,746 | -5.06% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 552,675 | 19,763 | 0.0% | 0.01% | 25 | -1,045,226 | -65.41% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 414,329 | 14,816 | 0.01% | 0.01% | 26 | +857 | 0.21% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | New | 366,719 | 13,113 | 0.38% | — | 27 | +366,719 | New | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 365,765 | 13,079 | 0.0% | 0.0% | 28 | -2,687 | -0.73% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 338,894 | 12,118 | 0.05% | — | 29 | +338,894 | New | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 328,873 | 11,760 | 0.12% | 0.08% | 30 | +84,513 | 34.59% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 330,448 | 11,469 | 0.0% | 0.0% | 31 | +301,899 | 1057.48% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 300,810 | 10,756 | 0.0% | 0.01% | 32 | -401,545 | -57.17% | Q1 2026 | May 15, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | Added to | 276,749 | 9,896 | 0.63% | 0.57% | 33 | +14,818 | 5.66% | Q1 2026 | May 12, 2026 |
| Jain Global LLC | History | New | 271,445 | 9,706 | 0.04% | — | 34 | +271,445 | New | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 239,117 | 8,550 | 0.0% | 0.0% | 35 | -29,672 | -11.04% | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 235,198 | 8,410 | 0.0% | — | 36 | +235,198 | New | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 228,618 | 8,175 | 0.01% | 0.0% | 37 | +97,015 | 73.72% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 226,748 | 8,108 | 0.0% | 0.0% | 38 | +69,354 | 44.06% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | New | 210,075 | 7,512 | 0.15% | — | 39 | +210,075 | New | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 177,124 | 6,333 | 0.0% | 0.01% | 40 | -143,127 | -44.69% | Q1 2026 | May 04, 2026 |
| Aristides Capital LLC | History | Added to | 163,949 | 5,862 | 1.27% | 0.42% | 41 | +90,533 | 123.32% | Q1 2026 | May 14, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 158,660 | 5,673 | 0.01% | 0.01% | 42 | -6,439 | -3.9% | Q1 2026 | Apr 21, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 152,971 | 5,470 | 0.0% | 0.0% | 43 | +124,771 | 442.45% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 147,501 | 5,274 | 0.0% | 0.0% | 44 | +84,372 | 133.65% | Q1 2026 | May 13, 2026 |
| NICOLA WEALTH MANAGEMENT LTD. | History | Reduced | 141,100 | 5,045 | 0.61% | 0.53% | 45 | -38,000 | -21.22% | Q1 2026 | May 07, 2026 |
| Empowered Funds, LLC | History | New | 136,908 | 4,895 | 0.03% | — | 46 | +136,908 | New | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 131,858 | 4,715 | 0.01% | 0.01% | 47 | -32,094 | -19.58% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 130,411 | 4,663 | 0.01% | 0.01% | 48 | +4,119 | 3.26% | Q1 2026 | May 13, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 126,915 | 4,538 | 0.13% | 0.11% | 49 | +1,800 | 1.44% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 120,201 | 4,298 | 0.0% | 0.01% | 50 | -69,083 | -36.5% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | New | 115,000 | 4,112 | 0.0% | — | 51 | +115,000 | New | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 108,282 | 3,872 | 0.0% | 0.0% | 52 | +2,550 | 2.41% | Q1 2026 | Apr 30, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 106,327 | 3,802 | 0.0% | 0.0% | 53 | +4,162 | 4.07% | Q1 2026 | May 12, 2026 |
| BESSEMER GROUP INC | History | No change | 102,219 | 3,656 | 0.01% | 0.01% | 54 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Legal & General Group Plc | History | Reduced | 95,874 | 3,428 | 0.0% | 0.0% | 55 | -9,953 | -9.4% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | Added to | 87,521 | 3,129 | 0.08% | 0.01% | 56 | +79,380 | 975.06% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 83,022 | 2,968 | 0.01% | 0.02% | 57 | -150,410 | -64.43% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 82,987 | 2,967 | 0.0% | 0.0% | 58 | +371 | 0.45% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 79,635 | 2,847 | 0.0% | 0.0% | 59 | +399 | 0.5% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 73,545 | 2,629 | 0.01% | 0.01% | 60 | -44,543 | -37.72% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 80,068 | 2,596 | 0.0% | 0.0% | 61 | -34,710 | -30.24% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 71,900 | 2,571 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | New | 71,679 | 2,563 | 0.01% | — | 63 | +71,679 | New | Q1 2026 | May 14, 2026 |
| EASTERLY INVESTMENT PARTNERS LLC | History | Reduced | 68,950 | 2,432 | 0.19% | 0.15% | 64 | -7,200 | -9.46% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 66,031 | 2,361 | 0.0% | 0.0% | 65 | +3,132 | 4.98% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 63,877 | 2,284 | 0.11% | 0.09% | 66 | -2,592 | -3.9% | Q1 2026 | May 11, 2026 |
| Bridgewater Associates, LP | History | New | 62,363 | 2,230 | 0.01% | — | 67 | +62,363 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 60,701 | 2,170 | 0.0% | — | 68 | +60,701 | New | Q1 2026 | May 08, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 58,266 | 2,083 | 0.03% | 0.05% | 69 | -35,370 | -37.77% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 52,592 | 1,880 | 0.0% | 0.0% | 70 | +11,000 | 26.45% | Q1 2026 | May 11, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 51,188 | 1,830 | 0.54% | — | 71 | +51,188 | New | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 47,606 | 1,702 | 0.0% | 0.0% | 72 | +10,858 | 29.55% | Q1 2026 | May 12, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 46,269 | 1,654 | 0.0% | 0.0% | 73 | +11,004 | 31.2% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 45,516 | 1,627 | 0.0% | — | 74 | +45,516 | New | Q1 2026 | May 15, 2026 |
| Pacific Ridge Capital Partners, LLC | History | Added to | 43,298 | 1,548 | 0.34% | 0.31% | 75 | +43 | 0.1% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 42,681 | 1,527 | 0.0% | 0.0% | 76 | +7,918 | 22.78% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 41,582 | 1,486 | 0.0% | 0.0% | 77 | -2,770 | -6.25% | Q1 2026 | May 13, 2026 |
| SummitTX Capital, L.P. | History | Added to | 41,137 | 1,471 | 0.05% | 0.02% | 78 | +16,687 | 68.25% | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | Reduced | 40,896 | 1,462 | 0.05% | 0.04% | 79 | -1,981 | -4.62% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | New | 40,775 | 1,458 | 0.05% | — | 80 | +40,775 | New | Q1 2026 | Apr 29, 2026 |
| Alexander Randolph Advisory, Inc. | History | No change | 40,400 | 1,444 | 1.24% | 1.09% | 81 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Caprock Group, LLC | History | Reduced | 40,175 | 1,436 | 0.03% | 0.07% | 82 | -57,620 | -58.92% | Q1 2026 | May 11, 2026 |
| Shellback Capital, LP | History | New | 40,000 | 1,430 | 0.2% | — | 83 | +40,000 | New | Q1 2026 | May 15, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | No change | 39,300 | 1,405 | 0.03% | 0.03% | 84 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 38,580 | 1,380 | 0.0% | 0.0% | 85 | +514 | 1.35% | Q1 2026 | May 14, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 37,017 | 1,323 | 0.01% | — | 86 | +37,017 | New | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 35,385 | 1,265 | 0.01% | 0.04% | 87 | -282,894 | -88.88% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Reduced | 35,260 | 1,260 | 0.07% | 0.13% | 88 | -35,644 | -50.27% | Q1 2026 | May 06, 2026 |
| Walleye Trading LLC | History | Reduced | 34,078 | 1,218 | 0.0% | 0.0% | 89 | -5,025 | -12.85% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 33,018 | 1,180 | 0.0% | 0.0% | 90 | +3,749 | 12.81% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 31,656 | 1,132 | 0.0% | 0.0% | 91 | +3,183 | 11.18% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 29,555 | 1,056 | 0.0% | 0.0% | 92 | -30,538 | -50.82% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 29,086 | 1,040 | 0.17% | — | 93 | +29,086 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 28,645 | 1,024 | 0.0% | 0.0% | 94 | +12,144 | 73.6% | Q1 2026 | May 08, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 28,283 | 1,011 | 0.01% | 0.01% | 95 | +1,805 | 6.82% | Q1 2026 | May 12, 2026 |
| WOLVERINE ASSET MANAGEMENT LLC | History | No change | 27,930 | 998 | 0.01% | 0.01% | 96 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vident Advisory, LLC | History | Added to | 26,678 | 954 | 0.01% | 0.01% | 97 | +5,905 | 28.43% | Q1 2026 | May 14, 2026 |
| Maven Securities LTD | History | New | 26,093 | 933 | 0.02% | — | 98 | +26,093 | New | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 26,043 | 931 | 0.06% | 0.03% | 99 | +14,618 | 127.95% | Q1 2026 | May 08, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 25,291 | 904 | 0.09% | 0.13% | 100 | -13,462 | -34.74% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 25,419 | 896 | 0.0% | 0.0% | 101 | -53,494 | -67.79% | Q1 2026 | May 15, 2026 |
| Verdad Advisers, LP | History | Added to | 25,000 | 894 | 1.01% | 0.74% | 102 | +5,000 | 25.0% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 24,901 | 890 | 0.0% | — | 103 | +24,901 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 24,508 | 876 | 0.0% | 0.01% | 104 | -250,475 | -91.09% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 24,328 | 870 | 0.0% | 0.0% | 105 | -717 | -2.86% | Q1 2026 | May 01, 2026 |
| Brevan Howard Capital Management LP | History | New | 24,082 | 861 | 0.01% | — | 106 | +24,082 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 23,213 | 830 | 0.0% | 0.0% | 107 | -7,066 | -23.34% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,978 | 822 | 0.0% | 0.0% | 108 | -5,692 | -19.85% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 21,663 | 774 | 0.0% | 0.0% | 109 | +152 | 0.71% | Q1 2026 | May 14, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | New | 21,000 | 750 | 0.16% | — | 110 | +21,000 | New | Q1 2026 | May 11, 2026 |
| Blueshift Asset Management, LLC | History | Reduced | 20,929 | 748 | 0.23% | 0.72% | 111 | -56,024 | -72.8% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Added to | 20,898 | 747 | 0.01% | 0.0% | 112 | +20,794 | 19994.23% | Q1 2026 | May 14, 2026 |
| MAVERICK CAPITAL LTD | History | Reduced | 20,796 | 743 | 0.01% | 0.05% | 113 | -127,994 | -86.02% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 20,590 | 736 | 0.0% | 0.0% | 114 | +7,089 | 52.51% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 19,846 | 709 | 0.01% | 0.01% | 115 | -566 | -2.77% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 19,628 | 701 | 0.0% | 0.0% | 116 | -1,675 | -7.86% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 19,330 | 691 | 0.0% | 0.04% | 117 | -272,645 | -93.38% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | No change | 19,304 | 690 | 0.07% | 0.06% | 118 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Focus Partners Wealth | History | Added to | 18,765 | 671 | 0.0% | 0.0% | 119 | +2,514 | 15.47% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 18,969 | 658 | 0.12% | — | 120 | +18,969 | New | Q1 2026 | May 12, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 18,226 | 651 | 0.01% | 0.01% | 121 | -833 | -4.37% | Q1 2026 | May 05, 2026 |
| WINTON GROUP Ltd | History | Added to | 17,238 | 616 | 0.02% | 0.01% | 122 | +4,517 | 35.51% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 16,703 | 597 | 0.0% | 0.0% | 123 | +455 | 2.8% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,601 | 593 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 16,245 | 580 | 0.0% | 0.0% | 125 | +7,002 | 75.75% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 16,200 | 579 | 0.01% | 0.01% | 126 | -500 | -2.99% | Q1 2026 | Apr 20, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 16,097 | 575 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 15,600 | 557 | 0.0% | 0.0% | 128 | -4,600 | -22.77% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 15,343 | 548 | 0.0% | 0.01% | 129 | -10,590 | -40.84% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 15,004 | 536 | 0.0% | 0.0% | 130 | -1,784 | -10.63% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 14,807 | 529 | 0.0% | 0.0% | 131 | +4,647 | 45.74% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 14,773 | 528 | 0.0% | 0.0% | 132 | -26,469 | -64.18% | Q1 2026 | May 11, 2026 |
| TCTC Holdings, LLC | History | No change | 14,594 | 521 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 14,313 | 511 | 0.0% | 0.0% | 134 | +3,703 | 34.9% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 13,647 | 488 | 0.0% | 0.0% | 135 | -6,075 | -30.8% | Q1 2026 | May 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Added to | 11,459 | 468 | 0.15% | 0.04% | 136 | +8,800 | 330.95% | Q1 2026 | May 13, 2026 |
| Westhampton Capital, LLC | History | Reduced | 13,000 | 464 | 0.22% | 0.27% | 137 | -4,400 | -25.29% | Q1 2026 | Apr 16, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 12,923 | 462 | 0.0% | 0.01% | 138 | -12,143 | -48.44% | Q1 2026 | Apr 27, 2026 |
| State of Wyoming | History | Added to | 12,227 | 437 | 0.05% | 0.01% | 139 | +10,095 | 473.5% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 11,761 | 420 | 0.0% | 0.0% | 140 | +1,001 | 9.3% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,300 | 404 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARGA Investment Management, LP | History | Reduced | 10,956 | 391 | 0.01% | 0.01% | 142 | -4,574 | -29.45% | Q1 2026 | Apr 30, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,605 | 380 | 0.0% | 0.0% | 143 | +54 | 0.51% | Q1 2026 | Apr 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,465 | 374 | 0.0% | 0.0% | 144 | -95 | -0.9% | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 10,440 | 373 | 0.0% | 0.0% | 145 | +2,911 | 38.66% | Q1 2026 | May 15, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 10,288 | 367 | 0.01% | — | 146 | +10,288 | New | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 10,059 | 359 | 0.0% | 0.0% | 147 | -909 | -8.29% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 10,013 | 358 | 0.0% | 0.0% | 148 | -149 | -1.47% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,844 | 352 | 0.0% | 0.0% | 149 | -1,757 | -15.15% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 9,864 | 352 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | New | 9,723 | 347 | 0.09% | — | 151 | +9,723 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 9,265 | 331 | 0.0% | 0.0% | 153 | -10,141 | -52.26% | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 9,276 | 331 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Quadrature Capital Ltd | History | New | 9,098 | 325 | 0.0% | — | 154 | +9,098 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 9,013 | 322 | 0.0% | 0.0% | 155 | -10 | -0.11% | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 8,865 | 317 | 0.0% | 0.0% | 156 | -1,080 | -10.86% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,555 | 305 | 0.0% | 0.0% | 157 | +169 | 2.02% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 8,419 | 301 | 0.0% | 0.0% | 158 | +358 | 4.44% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,375 | 299 | 0.0% | — | 159 | +8,375 | New | Q1 2026 | May 08, 2026 |
| Calamos Advisors LLC | History | New | 8,335 | 298 | 0.0% | — | 160 | +8,335 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 8,335 | 298 | 0.01% | — | 161 | +8,335 | New | Q1 2026 | May 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,302 | 296 | 0.0% | 0.0% | 162 | +2 | 0.02% | Q1 2026 | Apr 29, 2026 |
| SYON CAPITAL LLC | History | Reduced | 8,268 | 295 | 0.01% | 0.01% | 163 | -470 | -5.38% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | New | 8,232 | 294 | 0.0% | — | 165 | +8,232 | New | Q1 2026 | May 11, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 8,237 | 294 | 0.04% | 0.04% | 164 | -359 | -4.18% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,153 | 291 | 0.0% | 0.0% | 166 | +7,890 | 3000.0% | Q1 2026 | May 01, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 8,100 | 289 | 0.0% | 0.0% | 167 | +500 | 6.58% | Q1 2026 | Apr 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | No change | 8,000 | 286 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 7,850 | 280 | 0.01% | — | 169 | +7,850 | New | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,807 | 279 | 0.0% | 0.0% | 170 | -4,980 | -38.95% | Q1 2026 | May 08, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 7,561 | 270 | 0.11% | 0.1% | 171 | +94 | 1.26% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 8,082 | 262 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 6,955 | 248 | 0.0% | 0.0% | 173 | -401 | -5.45% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 6,653 | 237 | 0.0% | 0.0% | 174 | -1,233 | -15.64% | Q1 2026 | Apr 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 6,580 | 235 | 0.0% | — | 175 | +6,580 | New | Q1 2026 | May 14, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 6,553 | 234 | 0.01% | — | 176 | +6,553 | New | Q1 2026 | May 14, 2026 |
| Swedbank AB | History | No change | 6,463 | 231 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 6,436 | 230 | 0.0% | 0.0% | 178 | -78 | -1.2% | Q1 2026 | May 15, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 6,232 | 222 | 0.02% | — | 179 | +6,232 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 6,200 | 221 | 0.0% | 0.0% | 180 | -4,889 | -44.09% | Q1 2026 | May 13, 2026 |
| Aaron Wealth Advisors LLC | History | Reduced | 6,198 | 221 | 0.01% | 0.01% | 181 | -65 | -1.04% | Q1 2026 | Apr 21, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,168 | 220 | 0.0% | 0.0% | 182 | -109 | -1.74% | Q1 2026 | May 12, 2026 |
| Chicago Partners Investment Group LLC | History | Reduced | 5,618 | 218 | 0.0% | 0.01% | 183 | -2,437 | -30.25% | Q1 2026 | May 04, 2026 |
| Integrated Advisors Network LLC | History | New | 6,042 | 216 | 0.01% | — | 184 | +6,042 | New | Q1 2026 | Apr 28, 2026 |
| Pictet Asset Management Holding SA | History | New | 5,935 | 212 | 0.0% | — | 185 | +5,935 | New | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | New | 5,717 | 204 | 0.0% | — | 186 | +5,717 | New | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5,546 | 197 | 0.01% | 0.01% | 187 | -1,941 | -25.92% | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,088 | 146 | 0.0% | 0.0% | 188 | -72 | -1.73% | Q1 2026 | May 08, 2026 |
| Daytona Street Capital LLC | History | No change | 4,000 | 143 | 0.11% | 0.1% | 189 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 3,960 | 141 | 0.0% | 0.0% | 190 | -181 | -4.37% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,833 | 137 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,496 | 125 | 0.0% | 0.0% | 192 | +31 | 0.89% | Q1 2026 | Apr 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 3,430 | 122 | 0.0% | — | 193 | +3,430 | New | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 3,344 | 120 | 0.0% | 0.0% | 194 | -27,068 | -89.0% | Q1 2026 | Apr 16, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 3,322 | 118 | 0.0% | — | 196 | +3,322 | New | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 3,663 | 118 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Added to | 3,055 | 109 | 0.01% | 0.0% | 198 | +616 | 25.26% | Q1 2026 | Apr 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,061 | 109 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,975 | 106 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,662 | 95 | 0.01% | 0.01% | 200 | -22 | -0.82% | Q1 2026 | Apr 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,777 | 64 | 0.0% | 0.0% | 201 | +200 | 12.68% | Q1 2026 | May 01, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 1,559 | 55 | 0.0% | 0.0% | 202 | -24,870 | -94.1% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,723 | 55 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Reduced | 1,493 | 54 | 0.04% | 0.07% | 204 | -2,811 | -65.31% | Q1 2026 | May 05, 2026 |
| EMC Capital Management | History | No change | 1,572 | 51 | 0.02% | 0.02% | 205 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 1,270 | 45 | 0.0% | 0.0% | 206 | +840 | 195.35% | Q1 2026 | May 11, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,241 | 44 | 0.0% | 0.0% | 207 | +46 | 3.85% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,226 | 43 | 0.0% | 0.0% | 208 | -19 | -1.53% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,180 | 42 | 0.0% | 0.0% | 209 | -872 | -42.5% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 1,007 | 36 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Bayforest Capital Ltd | History | New | 924 | 33 | 0.04% | — | 212 | +924 | New | Q1 2026 | Apr 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 930 | 33 | 0.0% | 0.0% | 211 | +256 | 37.98% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 875 | 31 | 0.0% | 0.0% | 213 | +9 | 1.04% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 860 | 30 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UMB Bank, n.a. | History | Added to | 778 | 27 | 0.0% | 0.0% | 215 | +3 | 0.39% | Q1 2026 | May 11, 2026 |
| CULLEN/FROST BANKERS, INC. | History | New | 747 | 26 | 0.0% | — | 216 | +747 | New | Q1 2026 | May 05, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 687 | 24 | 0.0% | 0.0% | 218 | +280 | 68.8% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | Added to | 680 | 24 | 0.0% | 0.0% | 217 | +166 | 32.3% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 579 | 20 | 0.0% | 0.0% | 219 | +192 | 49.61% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 514 | 18 | 0.0% | 0.0% | 220 | +463 | 907.84% | Q1 2026 | Jun 02, 2026 |
| Advisory Services Network, LLC | History | New | 500 | 17 | 0.0% | — | 222 | +500 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 482 | 17 | 0.0% | 0.0% | 221 | +81 | 20.2% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 417 | 14 | 0.0% | 0.0% | 224 | +356 | 583.61% | Q1 2026 | Apr 07, 2026 |
| SJS Investment Consulting Inc. | History | No change | 394 | 14 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | No change | 411 | 14 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Banque Transatlantique SA | History | New | 391 | 13 | 0.0% | — | 226 | +391 | New | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | No change | 337 | 12 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 308 | 11 | 0.0% | 0.0% | 228 | -51 | -14.21% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 300 | 10 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parkside Financial Bank & Trust | History | No change | 238 | 8 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 217 | 7 | 0.0% | 0.0% | 232 | -2,334 | -91.49% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 206 | 7 | 0.0% | 0.0% | 231 | +38 | 22.62% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 178 | 6 | 0.0% | 0.0% | 234 | +88 | 97.78% | Q1 2026 | Apr 07, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 177 | 6 | 0.0% | 0.0% | 235 | -2 | -1.12% | Q1 2026 | Apr 23, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 172 | 6 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 154 | 5 | 0.0% | 0.0% | 236 | -5 | -3.14% | Q1 2026 | Apr 13, 2026 |
| Clearstead Trust, LLC | History | No change | 141 | 5 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Truvestments Capital LLC | History | Reduced | 124 | 4 | 0.0% | 0.0% | 239 | -66 | -34.74% | Q1 2026 | May 13, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 118 | 4 | 0.0% | 0.0% | 238 | +31 | 35.63% | Q1 2026 | Apr 30, 2026 |
| Financial Avengers, Inc. | History | Added to | 135 | 4 | 0.0% | 0.0% | 240 | +1 | 0.75% | Q1 2026 | May 19, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 106 | 3 | 0.0% | — | 246 | +106 | New | Q1 2026 | May 08, 2026 |
| CX Institutional | History | Reduced | 74 | 3 | 0.0% | 0.0% | 244 | -66 | -47.14% | Q1 2026 | Apr 06, 2026 |
| Larson Financial Group LLC | History | Reduced | 108 | 3 | 0.0% | 0.0% | 243 | -7 | -6.09% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 100 | 3 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Triumph Capital Management | History | No change | 100 | 3 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | No change | 85 | 3 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Reduced | 77 | 2 | 0.0% | 0.0% | 247 | -53 | -40.77% | Q1 2026 | Apr 27, 2026 |
| Spire Wealth Management | History | Reduced | 68 | 2 | 0.0% | 0.0% | 248 | -2 | -2.86% | Q1 2026 | Apr 22, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 41 | 1 | 0.0% | — | 263 | +41 | New | Q1 2026 | May 12, 2026 |
| POM Investment Strategies, LLC | History | New | 38 | 1 | 0.0% | — | 261 | +38 | New | Q1 2026 | May 11, 2026 |
| Quarry LP | History | Added to | 50 | 1 | 0.0% | — | 257 | +36 | 257.14% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 38 | 1 | 0.0% | — | 251 | +33 | 660.0% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 30 | 1 | 0.0% | — | 262 | +30 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 39 | 1 | 0.0% | — | 259 | +29 | 290.0% | Q1 2026 | Apr 24, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 32 | 1 | 0.0% | — | 253 | +28 | 700.0% | Q1 2026 | May 14, 2026 |
| Capital Advisors, Ltd. LLC | History | New | 24 | 1 | 0.0% | — | 260 | +24 | New | Q1 2026 | Apr 16, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 47 | 1 | 0.0% | 0.0% | 250 | +7 | 17.5% | Q1 2026 | May 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 42 | 1 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Johnson Financial Group, Inc. | History | No change | 46 | 1 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 55 | 1 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 30 | 1 | 0.0% | — | 255 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Atlantic Private Wealth, LLC | History | No change | 29 | 1 | 0.0% | — | 256 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | No change | 28 | 1 | 0.0% | — | 258 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -163,142 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -84,415 | -100.0% | Q1 2026 | May 13, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -67,500 | -100.0% | Q1 2026 | May 14, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.07% | — | -41,506 | -100.0% | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,951 | -100.0% | Q1 2026 | May 04, 2026 |
| Morningstar Investment Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -29,927 | -100.0% | Q1 2026 | May 14, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -22,418 | -100.0% | Q1 2026 | May 14, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.09% | — | -18,300 | -100.0% | Q1 2026 | May 12, 2026 |
| Murphy, Middleton, Hinkle & Parker, Inc. | History | Closed out | 0 | 0 | — | 0.75% | — | -13,571 | -100.0% | Q1 2026 | Apr 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -10,212 | -100.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,052 | -100.0% | Q1 2026 | May 14, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.11% | — | -8,455 | -100.0% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,933 | -100.0% | Q1 2026 | Apr 24, 2026 |
| HBK Sorce Advisory LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,532 | -100.0% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 20 | 0 | — | 0.0% | — | -4,115 | -99.52% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,468 | -100.0% | Q1 2026 | Apr 30, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,411 | -100.0% | Q1 2026 | May 13, 2026 |
| Bollard Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -424 | -100.0% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 9 | 0 | — | 0.0% | — | -39 | -81.25% | Q1 2026 | Jun 02, 2026 |
| Signature Equity Partners, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -28 | -84.85% | Q1 2026 | May 13, 2026 |
| Western Wealth Management, LLC | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | May 19, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | Apr 30, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 5 | 0 | — | — | — | -18 | -78.26% | Q1 2026 | Apr 07, 2026 |
| Stone House Investment Management, LLC | History | Added to | 18 | 0 | — | — | — | +16 | 800.0% | Q1 2026 | Apr 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 11, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 9 | 0 | — | — | — | +6 | 200.0% | Q1 2026 | Apr 21, 2026 |
| Bruce G. Allen Investments, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 11 | 0 | — | — | — | +4 | 57.14% | Q1 2026 | Apr 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| VALLEY WEALTH MANAGERS, INC. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Crewe Advisors LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |