CSW INDUSTRIALS, INC. - CSW
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 | 2,390,437 | 622,900 | 0.01% | 0.01% | 1 | -17,454 | -0.72% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,756,390 | 515,553 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 897,656 | 233,911 | 0.01% | — | 3 | +897,656 | New | Q1 2026 | May 08, 2026 |
| WASATCH ADVISORS LP | History | Added to | 873,659 | 227,657 | 1.51% | 1.16% | 4 | +207,186 | 31.09% | Q1 2026 | Apr 21, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 732,553 | 190,888 | 0.0% | — | 5 | +732,553 | New | Q1 2026 | May 15, 2026 |
| Capital World Investors | History | Reduced | 716,049 | 186,588 | 0.03% | 0.04% | 6 | -336,431 | -31.97% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Added to | 641,096 | 167,056 | 0.01% | 0.01% | 7 | +3,446 | 0.54% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 595,448 | 155,162 | 0.01% | 0.01% | 8 | -74,153 | -11.07% | Q1 2026 | May 15, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 578,434 | 150,728 | 3.01% | 3.13% | 9 | -54,821 | -8.66% | Q1 2026 | Apr 24, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 437,462 | 113,993 | 0.08% | 0.08% | 10 | +55,288 | 14.47% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 389,113 | 101,415 | 0.01% | 0.01% | 11 | -3,689 | -0.94% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 375,433 | 97,830 | 0.29% | 0.31% | 12 | -16,677 | -4.25% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 371,863 | 96,900 | 0.07% | 0.09% | 13 | -18,398 | -4.71% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 294,434 | 86,425 | 0.01% | 0.01% | 14 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 306,350 | 79,830 | 0.02% | 0.02% | 15 | +2,459 | 0.81% | Q1 2026 | May 07, 2026 |
| Channing Capital Management, LLC | History | Added to | 305,358 | 79,570 | 2.04% | 1.14% | 16 | +154,905 | 102.96% | Q1 2026 | May 13, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 269,767 | 70,295 | 0.19% | 0.21% | 17 | -3,653 | -1.34% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 262,786 | 68,477 | 0.05% | 0.0% | 18 | +253,384 | 2695.0% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 252,348 | 65,756 | 0.47% | 0.46% | 19 | +30,898 | 13.95% | Q1 2026 | Apr 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 203,820 | 53,111 | 0.01% | 0.01% | 20 | +4,018 | 2.01% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 196,748 | 51,268 | 0.01% | 0.01% | 21 | -21,917 | -10.02% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 190,046 | 49,522 | 0.01% | 0.01% | 22 | -36,252 | -16.02% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 184,180 | 47,994 | 0.09% | 0.1% | 23 | -890 | -0.48% | Q1 2026 | May 01, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 175,529 | 45,739 | 0.01% | 0.01% | 24 | +700 | 0.4% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Added to | 173,179 | 45,128 | 0.4% | 0.4% | 25 | +13,982 | 8.78% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 171,377 | 44,657 | 0.01% | 0.0% | 26 | +101,233 | 144.32% | Q1 2026 | May 12, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 162,721 | 42,401 | 0.54% | 0.64% | 27 | -52,166 | -24.28% | Q1 2026 | May 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 141,880 | 36,971 | 0.37% | 0.52% | 28 | -40,160 | -22.06% | Q1 2026 | Apr 16, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 141,114 | 36,773 | 0.0% | 0.0% | 29 | -5,771 | -3.93% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 131,241 | 34,167 | 0.06% | 0.07% | 30 | -9,289 | -6.61% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 130,057 | 33,890 | 0.05% | 0.05% | 31 | +8,164 | 6.7% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 119,743 | 31,202 | 0.0% | 0.0% | 32 | -21,753 | -15.37% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 119,726 | 31,147 | 0.01% | 0.01% | 33 | +8,905 | 8.04% | Q1 2026 | May 14, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 115,651 | 30,136 | 0.74% | 0.72% | 34 | -14,761 | -11.32% | Q1 2026 | Apr 17, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 114,648 | 29,874 | 0.01% | — | 35 | +114,648 | New | Q1 2026 | May 08, 2026 |
| Select Equity Group, L.P. | History | Added to | 113,451 | 29,563 | 0.15% | 0.14% | 36 | +5,257 | 4.86% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 113,380 | 29,544 | 0.0% | 0.01% | 37 | -22,441 | -16.52% | Q1 2026 | May 05, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 103,243 | 26,903 | 0.04% | 0.04% | 38 | -8,614 | -7.7% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 99,223 | 25,857 | 0.01% | 0.01% | 39 | +11,113 | 12.61% | Q1 2026 | May 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 97,937 | 25,520 | 0.0% | 0.01% | 40 | -8,150 | -7.68% | Q1 2026 | May 05, 2026 |
| DF DENT & CO INC | History | Added to | 96,562 | 25,162 | 0.48% | 0.39% | 41 | +4,230 | 4.58% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 82,356 | 24,173 | 0.1% | 0.1% | 42 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Added to | 88,336 | 23,018 | 3.34% | 2.73% | 43 | +21,588 | 32.34% | Q1 2026 | May 13, 2026 |
| Capital Research Global Investors | History | New | 86,925 | 22,650 | 0.0% | — | 44 | +86,925 | New | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 81,603 | 21,264 | 0.02% | 0.02% | 45 | +19,951 | 32.36% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 81,023 | 21,113 | 0.04% | 0.0% | 46 | +80,611 | 19565.78% | Q1 2026 | May 01, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 80,494 | 20,975 | 0.01% | 0.01% | 47 | +718 | 0.9% | Q1 2026 | May 04, 2026 |
| Zuckerman Investment Group, LLC | History | Added to | 80,167 | 20,889 | 1.96% | 2.09% | 48 | +307 | 0.38% | Q1 2026 | May 15, 2026 |
| Langdon Equity Partners | History | Reduced | 79,282 | 20,659 | 15.46% | 13.6% | 49 | -3,000 | -3.65% | Q1 2026 | May 14, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 78,543 | 20,466 | 0.03% | 0.04% | 50 | -10,512 | -11.8% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 76,622 | 19,966 | 0.03% | 0.01% | 51 | +39,681 | 107.42% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 69,624 | 18,142 | 0.0% | 0.01% | 52 | -10,258 | -12.84% | Q1 2026 | May 15, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | New | 66,943 | 17,444 | 0.37% | — | 53 | +66,943 | New | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 66,441 | 17,313 | 0.0% | 0.0% | 54 | +10,354 | 18.46% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 64,453 | 16,795 | 0.0% | 0.0% | 55 | -16,190 | -20.08% | Q1 2026 | May 11, 2026 |
| JACOBSON & SCHMITT ADVISORS, LLC | History | Added to | 63,736 | 16,608 | 3.01% | 3.09% | 56 | +1,252 | 2.0% | Q1 2026 | Apr 10, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 58,925 | 15,354 | 0.05% | 0.06% | 57 | +1,184 | 2.05% | Q1 2026 | May 13, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 57,961 | 15,103 | 0.11% | 0.13% | 58 | -6,249 | -9.73% | Q1 2026 | May 15, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 57,518 | 14,988 | 1.45% | 1.71% | 59 | -1,728 | -2.92% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 51,515 | 13,595 | 0.01% | 0.0% | 60 | +51,440 | 68586.67% | Q1 2026 | May 15, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 50,987 | 13,286 | 0.77% | 0.86% | 61 | +969 | 1.94% | Q1 2026 | May 15, 2026 |
| Montanaro Asset Management Ltd | History | Added to | 49,800 | 12,976 | 3.88% | 3.78% | 62 | +3,600 | 7.79% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 48,649 | 12,676 | 0.02% | 0.03% | 63 | +1,164 | 2.45% | Q1 2026 | May 14, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 45,212 | 11,781 | 0.06% | 0.06% | 64 | -2,412 | -5.06% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 44,780 | 11,669 | 0.02% | 0.05% | 65 | -59,920 | -57.23% | Q1 2026 | May 06, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 43,860 | 11,429 | 0.01% | 0.01% | 66 | -364 | -0.82% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Added to | 43,063 | 11,221 | 0.01% | 0.0% | 67 | +29,835 | 225.54% | Q1 2026 | May 12, 2026 |
| Tidal Investments LLC | History | Added to | 42,964 | 11,195 | 0.02% | 0.03% | 68 | +691 | 1.63% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 38,090 | 9,923 | 0.0% | 0.0% | 69 | -4,315 | -10.18% | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 37,389 | 9,742 | 0.0% | 0.0% | 70 | +11 | 0.03% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Reduced | 35,542 | 9,262 | 0.01% | 0.05% | 71 | -100,442 | -73.86% | Q1 2026 | Apr 16, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | New | 35,510 | 9,253 | 0.34% | — | 72 | +35,510 | New | Q1 2026 | Apr 23, 2026 |
| Heron Bay Capital Management | History | Added to | 34,950 | 9,107 | 0.84% | 0.9% | 73 | +18,881 | 117.5% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 33,191 | 8,648 | 0.0% | 0.0% | 74 | -3,032 | -8.37% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Reduced | 32,989 | 8,596 | 0.0% | 0.01% | 75 | -160 | -0.48% | Q1 2026 | May 07, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 31,062 | 8,094 | 0.03% | 0.04% | 76 | +1,418 | 4.78% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 29,376 | 7,654 | 0.01% | 0.01% | 77 | -248 | -0.84% | Q1 2026 | May 15, 2026 |
| Granite Investment Partners, LLC | History | New | 29,080 | 7,577 | 0.47% | — | 78 | +29,080 | New | Q1 2026 | Apr 30, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 27,392 | 7,137 | 0.03% | 0.03% | 79 | -234 | -0.85% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 27,123 | 7,067 | 0.0% | 0.0% | 80 | +89 | 0.33% | Q1 2026 | May 13, 2026 |
| SCHWARTZ INVESTMENT COUNSEL INC | History | No change | 26,000 | 6,774 | 0.24% | 0.27% | 81 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 24,367 | 6,323 | 0.0% | 0.0% | 82 | +443 | 1.85% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 19,822 | 5,818 | 0.0% | 0.0% | 83 | +2,094 | 11.81% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 19,457 | 5,711 | 0.19% | 0.19% | 84 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 21,968 | 5,700 | 0.01% | 0.03% | 85 | -31,163 | -58.65% | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 20,968 | 5,463 | 0.0% | 0.0% | 86 | +8,234 | 64.66% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 20,915 | 5,450 | 0.08% | 0.09% | 87 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Added to | 20,806 | 5,421 | 0.98% | 0.96% | 88 | +3,266 | 18.62% | Q1 2026 | Apr 20, 2026 |
| LPL Financial LLC | History | Reduced | 20,536 | 5,351 | 0.0% | 0.0% | 89 | -524 | -2.49% | Q1 2026 | May 06, 2026 |
| Bragg Financial Advisors, Inc | History | Reduced | 19,889 | 5,182 | 0.16% | 0.19% | 90 | -8 | -0.04% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 19,557 | 5,096 | 0.01% | 0.0% | 91 | +3,768 | 23.86% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | New | 19,366 | 5,046 | 0.05% | — | 92 | +19,366 | New | Q1 2026 | May 12, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Added to | 19,074 | 4,970 | 0.85% | 0.87% | 93 | +871 | 4.78% | Q1 2026 | Apr 16, 2026 |
| Mawer Investment Management Ltd. | History | Added to | 18,917 | 4,929 | 0.03% | 0.02% | 94 | +3,744 | 24.68% | Q1 2026 | May 06, 2026 |
| 1900 WEALTH MANAGEMENT LLC | History | No change | 18,272 | 4,761 | 0.31% | 0.34% | 95 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 16,905 | 4,405 | 0.06% | 0.06% | 96 | -215 | -1.26% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 16,767 | 4,369 | 0.01% | 0.01% | 97 | +1,192 | 7.65% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 16,241 | 4,232 | 0.05% | 0.05% | 98 | +2,357 | 16.98% | Q1 2026 | Apr 23, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 15,585 | 4,061 | 0.0% | 0.0% | 99 | +1,837 | 13.36% | Q1 2026 | May 06, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 15,120 | 3,939 | 0.0% | 0.0% | 100 | +266 | 1.79% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 14,884 | 3,878 | 0.0% | 0.0% | 101 | +5,203 | 53.74% | Q1 2026 | May 11, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 14,609 | 3,806 | 0.04% | 0.03% | 102 | +2,226 | 17.98% | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 13,881 | 3,623 | 0.01% | 0.01% | 103 | -635 | -4.37% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 13,502 | 3,518 | 0.02% | 0.03% | 104 | +991 | 7.92% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 13,261 | 3,455 | 0.01% | 0.01% | 105 | +1,208 | 10.02% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 13,023 | 3,393 | 0.0% | — | 106 | +13,023 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 12,378 | 3,225 | 0.0% | 0.0% | 107 | +8,678 | 234.54% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 11,474 | 2,990 | 0.01% | — | 108 | +11,474 | New | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 11,387 | 2,967 | 0.01% | 0.01% | 109 | -145 | -1.26% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 11,298 | 2,944 | 0.0% | 0.0% | 110 | -288 | -2.49% | Q1 2026 | May 12, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 11,160 | 2,908 | 0.06% | 0.06% | 111 | -50 | -0.45% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,558 | 2,751 | 0.0% | 0.01% | 112 | +1,081 | 11.41% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Reduced | 10,406 | 2,711 | 0.15% | 0.25% | 113 | -7,234 | -41.01% | Q1 2026 | May 05, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Reduced | 9,908 | 2,581 | 0.6% | 0.51% | 114 | -2,977 | -23.1% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,439 | 2,459 | 0.0% | 0.0% | 115 | -152 | -1.58% | Q1 2026 | May 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 9,361 | 2,439 | 0.03% | 0.03% | 116 | +1,393 | 17.48% | Q1 2026 | May 05, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,272 | 2,416 | 0.02% | — | 117 | +9,272 | New | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 9,138 | 2,380 | 0.03% | 0.03% | 118 | -366 | -3.85% | Q1 2026 | Apr 20, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 8,918 | 2,323 | 0.0% | 0.0% | 119 | -734 | -7.6% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 8,694 | 2,265 | 0.01% | 0.01% | 120 | -364 | -4.02% | Q1 2026 | May 14, 2026 |
| WALTER & KEENAN WEALTH MANAGEMENT LLC /IN/ /ADV | History | Added to | 8,074 | 2,103 | 0.59% | 0.63% | 121 | +59 | 0.74% | Q1 2026 | May 11, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 7,997 | 2,083 | 0.08% | 0.05% | 122 | +3,286 | 69.75% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 7,642 | 1,991 | 0.0% | 0.0% | 123 | -543 | -6.63% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 7,528 | 1,961 | 0.0% | 0.0% | 124 | -1,313 | -14.85% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 7,300 | 1,902 | 0.03% | 0.04% | 125 | -300 | -3.95% | Q1 2026 | Apr 20, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 7,238 | 1,886 | 0.01% | 0.01% | 126 | -1,732 | -19.31% | Q1 2026 | May 05, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 6,934 | 1,807 | 0.15% | 0.18% | 127 | -1,104 | -13.73% | Q1 2026 | Apr 28, 2026 |
| Moerus Capital Management LLC | History | No change | 6,847 | 1,784 | 0.66% | 0.87% | 128 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,777 | 1,765 | 0.0% | 0.0% | 129 | +935 | 16.0% | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 6,765 | 1,763 | 0.04% | 0.04% | 130 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Vanguard Global Advisers, LLC | History | New | 6,702 | 1,746 | 0.0% | — | 131 | +6,702 | New | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 5,816 | 1,707 | 0.01% | 0.01% | 132 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GRACE & WHITE INC /NY | History | No change | 6,080 | 1,584 | 0.28% | 0.32% | 133 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DAVENPORT & Co LLC | History | Added to | 5,272 | 1,373 | 0.01% | 0.01% | 134 | +9 | 0.17% | Q1 2026 | Apr 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 5,187 | 1,351 | 0.0% | 0.0% | 135 | +332 | 6.84% | Q1 2026 | May 15, 2026 |
| Vest Financial, LLC | History | Reduced | 5,171 | 1,347 | 0.02% | 0.03% | 136 | -3,937 | -43.23% | Q1 2026 | Apr 23, 2026 |
| Port Capital LLC | History | Reduced | 5,100 | 1,328 | 0.06% | 0.07% | 137 | -800 | -13.56% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 4,869 | 1,269 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Focus Partners Wealth | History | Reduced | 4,862 | 1,266 | 0.0% | 0.0% | 139 | -873 | -15.22% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 4,719 | 1,230 | 0.01% | 0.01% | 140 | -119 | -2.46% | Q1 2026 | May 08, 2026 |
| Van Hulzen Asset Management, LLC | History | Reduced | 4,699 | 1,224 | 0.09% | 0.12% | 141 | -689 | -12.79% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,639 | 1,208 | 0.0% | 0.0% | 142 | +1,857 | 66.75% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 4,592 | 1,196 | 0.01% | 0.01% | 143 | -89 | -1.9% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 4,501 | 1,172 | 0.01% | 0.02% | 144 | -84 | -1.83% | Q1 2026 | Apr 24, 2026 |
| AZZAD ASSET MANAGEMENT INC /ADV | History | Added to | 4,393 | 1,144 | 0.12% | 0.1% | 145 | +912 | 26.2% | Q1 2026 | Apr 30, 2026 |
| CADINHA & CO LLC | History | No change | 4,283 | 1,116 | 0.21% | 0.19% | 146 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 4,260 | 1,110 | 0.01% | 0.01% | 147 | -59 | -1.37% | Q1 2026 | Apr 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 4,221 | 1,099 | 0.0% | 0.0% | 148 | +659 | 18.5% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 4,211 | 1,097 | 0.02% | 0.02% | 149 | +1,221 | 40.84% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 4,194 | 1,093 | 0.01% | 0.01% | 150 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Laurus Global Equity Management Inc. | History | Added to | 4,180 | 1,089 | 1.07% | 0.95% | 151 | +200 | 5.03% | Q1 2026 | Apr 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 4,090 | 1,065 | 0.0% | — | 152 | +4,090 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 4,073 | 1,061 | 0.01% | 0.01% | 153 | -58 | -1.4% | Q1 2026 | May 01, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 3,500 | 1,060 | 0.0% | 0.0% | 154 | +2,405 | 219.63% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 4,062 | 1,058 | 0.0% | 0.0% | 155 | +33 | 0.82% | Q1 2026 | May 07, 2026 |
| BARCLAYS PLC | History | Reduced | 3,970 | 1,034 | 0.0% | 0.0% | 156 | -21,459 | -84.39% | Q1 2026 | May 14, 2026 |
| Main Management ETF Advisors, LLC | History | New | 3,960 | 1,032 | 0.04% | — | 157 | +3,960 | New | Q1 2026 | May 14, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 3,900 | 1,016 | 0.08% | 0.09% | 158 | -200 | -4.88% | Q1 2026 | Apr 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 3,857 | 1,005 | 0.01% | 0.02% | 159 | -2,188 | -36.2% | Q1 2026 | May 08, 2026 |
| Richard Bernstein Advisors LLC | History | New | 3,838 | 1,000 | 0.03% | — | 160 | +3,838 | New | Q1 2026 | Apr 22, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 3,769 | 982 | 0.0% | 0.01% | 161 | -2,092 | -35.69% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 3,734 | 973 | 0.01% | 0.01% | 162 | -114 | -2.96% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 3,700 | 964 | 0.0% | 0.0% | 163 | +120 | 3.35% | Q1 2026 | Apr 29, 2026 |
| Atria Investments, Inc | History | Added to | 3,669 | 956 | 0.01% | 0.01% | 164 | +291 | 8.61% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 3,603 | 948 | 0.0% | 0.0% | 165 | +59 | 1.66% | Q1 2026 | Apr 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,614 | 941 | 0.0% | 0.0% | 166 | -162 | -4.29% | Q1 2026 | May 12, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 3,457 | 900 | 0.66% | 0.66% | 167 | -264 | -7.09% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,358 | 875 | 0.0% | 0.0% | 168 | -542 | -13.9% | Q1 2026 | Apr 27, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,311 | 862 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| U.S. Capital Wealth Advisors, LLC | History | No change | 3,300 | 859 | 0.02% | 0.03% | 170 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Amundi | History | Added to | 3,273 | 852 | 0.0% | 0.0% | 171 | +662 | 25.35% | Q1 2026 | May 15, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Added to | 3,246 | 845 | 0.03% | 0.02% | 172 | +1,200 | 58.65% | Q1 2026 | May 21, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,226 | 840 | 0.02% | 0.03% | 173 | -2,604 | -44.67% | Q1 2026 | Apr 22, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 3,214 | 837 | 0.0% | 0.01% | 174 | -99 | -2.99% | Q1 2026 | Apr 30, 2026 |
| HB Wealth Management, LLC | History | Reduced | 3,093 | 805 | 0.01% | 0.01% | 175 | -112 | -3.49% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Reduced | 3,083 | 803 | 0.0% | 0.0% | 176 | -210,614 | -98.56% | Q1 2026 | May 15, 2026 |
| Gibbs Wealth Management | History | Added to | 2,964 | 772 | 0.1% | 0.14% | 177 | +1,129 | 61.53% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 2,931 | 763 | 0.0% | 0.0% | 178 | +1,242 | 73.53% | Q1 2026 | May 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 2,809 | 731 | 0.0% | 0.0% | 179 | +170 | 6.44% | Q1 2026 | Apr 22, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 2,770 | 721 | 0.0% | 0.0% | 180 | -289 | -9.45% | Q1 2026 | May 04, 2026 |
| Annandale Capital, LLC | History | No change | 2,721 | 709 | 0.1% | 0.09% | 181 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 2,700 | 703 | 0.0% | 0.0% | 182 | +200 | 8.0% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 2,617 | 681 | 0.03% | 0.04% | 183 | -322 | -10.96% | Q1 2026 | Apr 27, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 2,551 | 664 | 0.01% | 0.01% | 184 | +416 | 19.48% | Q1 2026 | May 14, 2026 |
| Kensington Investment Counsel, LLC | History | Reduced | 2,508 | 653 | 0.31% | 0.75% | 185 | -3,746 | -59.9% | Q1 2026 | May 18, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 2,502 | 651 | 0.02% | 0.03% | 186 | -248 | -9.02% | Q1 2026 | Apr 09, 2026 |
| ProShare Advisors LLC | History | Reduced | 2,493 | 649 | 0.0% | 0.0% | 187 | -679 | -21.41% | Q1 2026 | Apr 24, 2026 |
| Warner Group LLC | History | Added to | 2,455 | 639 | 0.42% | 0.42% | 188 | +142 | 6.14% | Q1 2026 | Apr 29, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | No change | 2,400 | 625 | 0.0% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| K.J. Harrison & Partners Inc | History | No change | 2,400 | 625 | 0.1% | 0.09% | 190 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 2,398 | 624 | 0.01% | 0.01% | 191 | -41 | -1.68% | Q1 2026 | May 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 2,326 | 606 | 0.0% | 0.0% | 192 | +61 | 2.69% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Reduced | 2,271 | 591 | 0.04% | 0.05% | 193 | -1,481 | -39.47% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,261 | 589 | 0.0% | 0.0% | 194 | -130 | -5.44% | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 2,156 | 562 | 0.0% | 0.0% | 195 | -259 | -10.72% | Q1 2026 | Apr 30, 2026 |
| Empowered Funds, LLC | History | New | 2,091 | 544 | 0.0% | — | 196 | +2,091 | New | Q1 2026 | May 14, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 2,078 | 541 | 0.22% | 0.26% | 197 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,062 | 537 | 0.0% | 0.0% | 198 | +25 | 1.23% | Q1 2026 | May 14, 2026 |
| HMS Capital Management, LLC | History | Reduced | 1,954 | 509 | 0.2% | 0.27% | 199 | -300 | -13.31% | Q1 2026 | Apr 22, 2026 |
| Venturi Wealth Management, LLC | History | New | 1,938 | 504 | 0.02% | — | 200 | +1,938 | New | Q1 2026 | Apr 21, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 1,922 | 500 | 0.02% | 0.02% | 202 | +113 | 6.25% | Q1 2026 | May 11, 2026 |
| Mechanics Bank Trust Department | History | No change | 1,920 | 500 | 0.07% | 0.07% | 201 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Brooklyn Investment Group | History | New | 1,911 | 497 | 0.02% | — | 203 | +1,911 | New | Q1 2026 | Apr 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 1,885 | 491 | 0.01% | 0.01% | 204 | -22 | -1.15% | Q1 2026 | May 07, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,873 | 488 | 0.0% | 0.0% | 205 | +623 | 49.84% | Q1 2026 | Apr 27, 2026 |
| ALPS ADVISORS INC | History | No change | 1,869 | 487 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 1,858 | 484 | 0.01% | 0.02% | 207 | -97 | -4.96% | Q1 2026 | May 11, 2026 |
| TCTC Holdings, LLC | History | No change | 1,841 | 479 | 0.01% | 0.02% | 208 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMMERCE BANK | History | Added to | 1,828 | 476 | 0.0% | 0.0% | 209 | +217 | 13.47% | Q1 2026 | May 11, 2026 |
| Pure Financial Advisors, LLC | History | Reduced | 1,753 | 456 | 0.01% | 0.01% | 210 | -3 | -0.17% | Q1 2026 | Apr 10, 2026 |
| BAILARD, INC. | History | No change | 1,672 | 435 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 1,629 | 424 | 0.0% | 0.0% | 212 | +728 | 80.8% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,607 | 418 | 0.01% | 0.01% | 213 | +106 | 7.06% | Q1 2026 | May 14, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 1,424 | 417 | 0.08% | 0.08% | 214 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,592 | 414 | 0.0% | 0.0% | 216 | -91 | -5.41% | Q1 2026 | May 08, 2026 |
| CIM, LLC | History | No change | 1,591 | 414 | 0.06% | 0.06% | 215 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Portside Wealth Group, LLC | History | Added to | 1,543 | 402 | 0.05% | 0.06% | 218 | +87 | 5.98% | Q1 2026 | May 12, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 1,546 | 402 | 0.01% | 0.01% | 217 | -17 | -1.09% | Q1 2026 | Apr 07, 2026 |
| XPONANCE LLC | History | Added to | 1,507 | 392 | 0.0% | 0.0% | 219 | +223 | 17.37% | Q1 2026 | May 13, 2026 |
| Sprinkle Financial Consultants LLC | History | New | 1,420 | 370 | 0.17% | — | 220 | +1,420 | New | Q1 2026 | Apr 16, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 1,401 | 365 | 0.04% | 0.04% | 221 | -19 | -1.34% | Q1 2026 | May 14, 2026 |
| Trust Point Inc. | History | Added to | 1,397 | 364 | 0.03% | 0.03% | 222 | +187 | 15.45% | Q1 2026 | Apr 15, 2026 |
| XTX Topco Ltd | History | New | 1,394 | 363 | 0.01% | — | 223 | +1,394 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,370 | 356 | 0.0% | 0.0% | 224 | -304 | -18.16% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 1,356 | 353 | 0.0% | 0.0% | 225 | -273 | -16.76% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,347 | 351 | 0.01% | 0.01% | 226 | +470 | 53.59% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,323 | 344 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,318 | 343 | 0.0% | 0.0% | 228 | -770 | -36.88% | Q1 2026 | May 13, 2026 |
| SATURNA CAPITAL CORP | History | Reduced | 1,313 | 342 | 0.0% | 0.01% | 229 | -1,729 | -56.84% | Q1 2026 | May 11, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 1,300 | 338 | 0.28% | 0.3% | 230 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FIDUCIARY TRUST CO | History | Added to | 1,273 | 331 | 0.0% | 0.0% | 231 | +93 | 7.88% | Q1 2026 | May 15, 2026 |
| Cornerstone Investment Partners, LLC | History | Added to | 1,250 | 325 | 0.01% | 0.01% | 232 | +53 | 4.43% | Q1 2026 | May 08, 2026 |
| Destination Wealth Management | History | No change | 1,228 | 319 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,216 | 317 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 1,079 | 316 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| &PARTNERS | History | Reduced | 1,205 | 314 | 0.0% | 0.0% | 236 | -178 | -12.87% | Q1 2026 | May 15, 2026 |
| HOWE & RUSLING INC | History | Added to | 1,189 | 309 | 0.02% | 0.02% | 237 | +333 | 38.9% | Q1 2026 | Apr 28, 2026 |
| Farringdon Capital, Ltd. | History | Reduced | 1,152 | 300 | 0.07% | 0.18% | 238 | -1,317 | -53.34% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | New | 1,153 | 300 | 0.07% | — | 239 | +1,153 | New | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 1,133 | 295 | 0.0% | — | 240 | +1,133 | New | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 1,120 | 291 | 0.0% | — | 241 | +1,120 | New | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,113 | 290 | 0.0% | 0.0% | 242 | +129 | 13.11% | Q1 2026 | May 05, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,104 | 287 | 0.0% | 0.0% | 243 | -714 | -39.27% | Q1 2026 | Apr 29, 2026 |
| Blackstone Inc. | History | New | 1,087 | 283 | 0.0% | — | 244 | +1,087 | New | Q1 2026 | May 15, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 1,080 | 281 | 0.02% | 0.03% | 245 | -55 | -4.85% | Q1 2026 | May 01, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 1,060 | 276 | 0.0% | 0.0% | 246 | -435 | -29.1% | Q1 2026 | May 14, 2026 |
| Cresset Asset Management, LLC | History | Reduced | 1,061 | 276 | 0.0% | 0.0% | 247 | -33 | -3.02% | Q1 2026 | May 15, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 1,042 | 271 | 0.05% | — | 248 | +1,042 | New | Q1 2026 | May 11, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 1,030 | 268 | 0.04% | 0.04% | 249 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Virtu Financial LLC | History | Reduced | 1,022 | 266 | 0.01% | 0.05% | 250 | -3,132 | -75.4% | Q1 2026 | May 14, 2026 |
| Sandbox Financial Partners, LLC | History | No change | 1,000 | 260 | 0.07% | 0.08% | 251 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 984 | 256 | 0.0% | 0.0% | 252 | -251 | -20.32% | Q1 2026 | May 15, 2026 |
| Moors & Cabot, Inc. | History | No change | 951 | 247 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 941 | 245 | 0.0% | 0.0% | 254 | +62 | 7.05% | Q1 2026 | May 04, 2026 |
| CIBC Asset Management Inc | History | Reduced | 937 | 244 | 0.0% | 0.0% | 255 | -25 | -2.6% | Q1 2026 | May 12, 2026 |
| CIBC Bancorp USA Inc. | History | New | 926 | 241 | 0.0% | — | 256 | +926 | New | Q1 2026 | May 12, 2026 |
| Main Street Financial Solutions, LLC | History | No change | 804 | 235 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | Reduced | 900 | 234 | 0.0% | 0.0% | 258 | -400 | -30.77% | Q1 2026 | Apr 24, 2026 |
| Hendershot Investments Inc. | History | No change | 897 | 233 | 0.03% | 0.03% | 259 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 891 | 232 | 0.0% | 0.0% | 260 | +194 | 27.83% | Q1 2026 | May 11, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 863 | 224 | 0.0% | 0.0% | 261 | +90 | 11.64% | Q1 2026 | May 13, 2026 |
| TCI Wealth Advisors, Inc. | History | Reduced | 861 | 224 | 0.01% | 0.01% | 262 | -3 | -0.35% | Q1 2026 | Apr 27, 2026 |
| DnB Asset Management AS | History | New | 835 | 217 | 0.0% | — | 263 | +835 | New | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | Added to | 824 | 214 | 0.05% | 0.05% | 264 | +141 | 20.64% | Q1 2026 | Apr 02, 2026 |
| TFO Wealth Partners, LLC | History | New | 800 | 208 | 0.03% | — | 267 | +800 | New | Q1 2026 | May 08, 2026 |
| PROFESSIONAL ADVISORY SERVICES INC | History | No change | 800 | 208 | 0.03% | 0.03% | 265 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MARCO INVESTMENT MANAGEMENT LLC | History | No change | 800 | 208 | 0.02% | 0.02% | 266 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ANDERSON HOAGLAND & CO | History | Reduced | 795 | 207 | 0.02% | 0.03% | 268 | -450 | -36.14% | Q1 2026 | Apr 07, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 779 | 202 | 0.01% | 0.01% | 270 | -511 | -39.61% | Q1 2026 | Apr 24, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 776 | 202 | 0.02% | 0.02% | 269 | -104 | -11.82% | Q1 2026 | Apr 09, 2026 |
| GAMMA Investing LLC | History | Added to | 675 | 175 | 0.01% | 0.0% | 271 | +506 | 299.41% | Q1 2026 | Apr 06, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 594 | 154 | 0.0% | 0.0% | 272 | +41 | 7.41% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 546 | 142 | 0.0% | 0.0% | 273 | +422 | 340.32% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 504 | 131 | 0.01% | 0.01% | 274 | +157 | 45.24% | Q1 2026 | May 11, 2026 |
| KBC Group NV | History | No change | 479 | 125 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 451 | 117 | 0.0% | 0.01% | 276 | -20 | -4.25% | Q1 2026 | May 15, 2026 |
| EASTERN BANK | History | No change | 415 | 108 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 320 | 83 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Covestor Ltd | History | Reduced | 290 | 76 | 0.05% | 0.12% | 279 | -478 | -62.24% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 269 | 70 | 0.0% | 0.0% | 280 | +118 | 78.15% | Q1 2026 | May 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 260 | 67 | 0.0% | 0.0% | 281 | +66 | 34.02% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Added to | 252 | 66 | 0.0% | 0.0% | 283 | +50 | 24.75% | Q1 2026 | Apr 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 256 | 66 | 0.0% | 0.0% | 282 | -2 | -0.78% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 246 | 64 | 0.0% | 0.01% | 284 | +2 | 0.82% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 237 | 61 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 226 | 58 | 0.0% | 0.0% | 286 | -61 | -21.25% | Q1 2026 | May 06, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 216 | 56 | 0.0% | 0.0% | 287 | -46 | -17.56% | Q1 2026 | Apr 21, 2026 |
| UMB Bank, n.a. | History | Added to | 214 | 55 | 0.0% | 0.0% | 288 | +1 | 0.47% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 198 | 51 | 0.0% | — | 289 | +198 | New | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Reduced | 161 | 41 | 0.0% | 0.0% | 290 | -33 | -17.01% | Q1 2026 | Apr 20, 2026 |
| Sound Income Strategies, LLC | History | Added to | 153 | 39 | 0.0% | 0.0% | 291 | +132 | 628.57% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 140 | 36 | 0.0% | 0.0% | 292 | +11 | 8.53% | Q1 2026 | May 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 131 | 34 | 0.0% | 0.0% | 294 | +52 | 65.82% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 116 | 34 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CWM, LLC | History | Added to | 128 | 33 | 0.0% | 0.0% | 295 | +18 | 16.36% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 107 | 31 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 117 | 30 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 115 | 29 | 0.0% | 0.0% | 298 | +35 | 43.75% | Q1 2026 | Apr 07, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 110 | 28 | 0.0% | 0.0% | 299 | +70 | 175.0% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 96 | 28 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |