CVB FINANCIAL CORP - CVBF
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 | 19,026,543 | 368,924 | 0.01% | 0.01% | 1 | -135,924 | -0.71% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 14,681,362 | 273,073 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 7,956,225 | 154,271 | 0.01% | 0.0% | 3 | +1,280,967 | 19.19% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 7,890,398 | 152,994 | 0.01% | — | 4 | +7,890,398 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,613,287 | 147,619 | 0.03% | 0.03% | 5 | +331,307 | 4.55% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Added to | 7,440,851 | 144,278 | 0.01% | 0.01% | 6 | +607,663 | 8.89% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,688,658 | 110,303 | 0.0% | — | 7 | +5,688,658 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 4,598,052 | 89,156 | 0.01% | 0.02% | 8 | -890,769 | -16.23% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 3,658,353 | 70,935 | 1.27% | 1.3% | 9 | -162,666 | -4.26% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,281,750 | 63,645 | 0.0% | 0.0% | 10 | +67,039 | 2.09% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 2,359,955 | 45,759 | 0.33% | 0.36% | 11 | -417,343 | -15.03% | Q1 2026 | May 15, 2026 |
| HoldCo Asset Management, LP | History | Added to | 2,342,744 | 45,425 | 3.38% | 3.11% | 12 | +118,772 | 5.34% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 2,070,249 | 40,142 | 0.03% | 0.02% | 13 | +38,868 | 1.91% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,047,625 | 39,703 | 0.0% | 0.0% | 14 | -321,788 | -13.58% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 2,044,917 | 39,650 | 0.13% | 0.14% | 15 | -77,526 | -3.65% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 1,789,549 | 34,699 | 0.01% | 0.01% | 16 | +49,806 | 2.86% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,537,496 | 29,812 | 0.04% | 0.0% | 17 | +1,371,487 | 826.15% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,474,380 | 28,588 | 0.0% | 0.0% | 18 | -13,150 | -0.88% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 1,466,670 | 28,439 | 0.04% | 0.03% | 19 | +372,732 | 34.07% | Q1 2026 | May 06, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,384,139 | 26,838 | 0.0% | 0.0% | 20 | +437,850 | 46.27% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,321,487 | 25,623 | 0.0% | 0.0% | 21 | -66,911 | -4.82% | Q1 2026 | May 05, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 1,221,437 | 23,683 | 0.01% | 0.01% | 22 | +507,228 | 71.02% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,053,836 | 20,433 | 0.0% | 0.0% | 23 | -21,436 | -1.99% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 969,274 | 18,794 | 0.01% | 0.0% | 24 | +829,043 | 591.2% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 925,555 | 17,946 | 0.0% | 0.0% | 25 | +202,857 | 28.07% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 895,386 | 17,361 | 0.15% | 0.06% | 26 | +595,386 | 198.46% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 879,308 | 17,049 | 0.01% | 0.02% | 27 | +179,885 | 25.72% | Q1 2026 | May 15, 2026 |
| FJ Capital Management LLC | History | Added to | 851,426 | 16,509 | 1.86% | 0.56% | 28 | +576,294 | 209.46% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 826,248 | 16,020 | 0.0% | — | 29 | +826,248 | New | Q1 2026 | May 08, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 747,475 | 14,493 | 0.0% | 0.0% | 30 | -49,068 | -6.16% | Q1 2026 | May 15, 2026 |
| Citizens Business Bank | History | No change | 342,861 | 13,296 | 2.18% | 2.11% | 31 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Added to | 631,398 | 12,242 | 0.0% | 0.0% | 32 | +470,059 | 291.35% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 619,329 | 12,008 | 0.01% | 0.01% | 33 | -160,683 | -20.6% | Q1 2026 | May 04, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 586,713 | 11,376 | 0.15% | 0.05% | 34 | +392,254 | 201.72% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 586,167 | 11,365 | 0.0% | 0.0% | 35 | +53,815 | 10.11% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 529,053 | 10,258 | 0.01% | 0.01% | 36 | -7,841 | -1.46% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 455,893 | 8,839 | 0.03% | 0.03% | 37 | +10,861 | 2.44% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 454,523 | 8,813 | 0.0% | 0.0% | 38 | -13,930 | -2.97% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 452,016 | 8,764 | 0.0% | — | 39 | +452,016 | New | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 434,849 | 8,431 | 0.0% | 0.0% | 40 | +326,567 | 301.59% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 430,170 | 8,340 | 0.01% | 0.01% | 41 | +609 | 0.14% | Q1 2026 | May 13, 2026 |
| Weiss Asset Management LP | History | New | 428,200 | 8,302 | 0.14% | — | 42 | +428,200 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 427,694 | 8,292 | 0.01% | 0.01% | 43 | +141,202 | 49.29% | Q1 2026 | May 14, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | New | 415,389 | 8,054 | 3.86% | — | 44 | +415,389 | New | Q1 2026 | Apr 30, 2026 |
| Cliffwater LLC | History | No change | 412,247 | 7,993 | 2.12% | 1.61% | 45 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 373,797 | 7,247 | 0.01% | 0.01% | 46 | -17,415 | -4.45% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 343,244 | 6,552 | 0.0% | 0.0% | 47 | +164,654 | 92.2% | Q1 2026 | May 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 325,531 | 6,312 | 0.02% | — | 48 | +325,531 | New | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 316,309 | 6,133 | 0.0% | 0.0% | 49 | -2,138 | -0.67% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 310,313 | 6,016 | 0.0% | 0.0% | 50 | +2,997 | 0.98% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 291,613 | 5,654 | 0.0% | 0.0% | 51 | -34,910 | -10.69% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 271,942 | 5,272 | 0.0% | 0.0% | 52 | +28,188 | 11.56% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 257,744 | 4,997 | 0.0% | 0.0% | 53 | +77,384 | 42.91% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Reduced | 254,800 | 4,940 | 0.0% | 0.0% | 54 | -3,400 | -1.32% | Q1 2026 | May 07, 2026 |
| HRT FINANCIAL LP | History | Added to | 252,871 | 4,903 | 0.01% | 0.0% | 55 | +214,164 | 553.3% | Q1 2026 | May 14, 2026 |
| PMC FIG Opportunities LLC | History | Added to | 229,213 | 4,444 | 6.83% | 2.3% | 56 | +150,626 | 191.67% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 183,456 | 3,557 | 0.0% | 0.0% | 57 | -8,758 | -4.56% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 179,439 | 3,479 | 0.0% | 0.0% | 58 | -63,431 | -26.12% | Q1 2026 | May 14, 2026 |
| Atom Investors LP | History | New | 179,247 | 3,475 | 0.25% | — | 59 | +179,247 | New | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 171,342 | 3,322 | 0.0% | 0.0% | 60 | -912 | -0.53% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 170,090 | 3,299 | 0.0% | 0.0% | 61 | +17,735 | 11.64% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 162,816 | 3,157 | 0.0% | 0.0% | 62 | +40,212 | 32.8% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 158,134 | 2,941 | 0.0% | 0.0% | 63 | -24,570 | -13.45% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 149,896 | 2,906 | 0.0% | 0.0% | 64 | +34,076 | 29.42% | Q1 2026 | May 11, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 140,040 | 2,715 | 0.01% | 0.01% | 65 | +29,783 | 27.01% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 135,214 | 2,621 | 0.0% | — | 66 | +135,214 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 130,846 | 2,537 | 0.0% | 0.0% | 67 | +9,680 | 7.99% | Q1 2026 | May 13, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 122,900 | 2,383 | 0.01% | 0.0% | 68 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 121,914 | 2,363 | 0.0% | — | 69 | +121,914 | New | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 121,794 | 2,361 | 0.0% | 0.0% | 70 | +13,129 | 12.08% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | Added to | 119,882 | 2,324 | 0.0% | 0.0% | 71 | +75,167 | 168.1% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 123,900 | 2,304 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Momentous Wealth Management, Inc. | History | Added to | 117,455 | 2,277 | 1.3% | 1.24% | 73 | +4 | 0.0% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 113,448 | 2,200 | 0.0% | 0.0% | 74 | -3,550 | -3.03% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 111,958 | 2,170 | 0.0% | 0.0% | 75 | +6,951 | 6.62% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | New | 110,856 | 2,149 | 0.01% | — | 76 | +110,856 | New | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 109,543 | 2,124 | 0.01% | 0.01% | 77 | -7,297 | -6.25% | Q1 2026 | May 05, 2026 |
| Graham Capital Management, L.P. | History | Added to | 106,664 | 2,068 | 0.05% | 0.02% | 78 | +56,544 | 112.82% | Q1 2026 | May 15, 2026 |
| North Reef Capital Management LP | History | Reduced | 100,000 | 1,939 | 0.07% | 0.08% | 79 | -3,824 | -3.68% | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | New | 92,243 | 1,788 | 0.52% | — | 80 | +92,243 | New | Q1 2026 | May 14, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | New | 91,500 | 1,774 | 0.35% | — | 81 | +91,500 | New | Q1 2026 | May 15, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 89,177 | 1,729 | 0.0% | 0.01% | 82 | -27,085 | -23.3% | Q1 2026 | May 04, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 85,991 | 1,667 | 0.0% | 0.0% | 83 | -5,915 | -6.44% | Q1 2026 | May 15, 2026 |
| Persistent Asset Partners Ltd | History | Added to | 85,025 | 1,648 | 0.61% | 0.23% | 84 | +56,962 | 202.98% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 85,050 | 1,632 | 0.0% | 0.0% | 85 | -3,316 | -3.75% | Q1 2026 | May 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 83,016 | 1,609 | 0.0% | 0.0% | 86 | +31,167 | 60.11% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 82,012 | 1,590 | 0.0% | 0.0% | 87 | +12,672 | 18.28% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 79,931 | 1,549 | 0.0% | 0.0% | 88 | -96,676 | -54.74% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 79,890 | 1,549 | 0.0% | — | 89 | +79,890 | New | Q1 2026 | May 08, 2026 |
| Holocene Advisors, LP | History | New | 75,160 | 1,457 | 0.0% | — | 90 | +75,160 | New | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 73,068 | 1,416 | 0.0% | 0.0% | 91 | -30,575 | -29.5% | Q1 2026 | May 12, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 69,495 | 1,347 | 0.02% | 0.02% | 92 | +4,845 | 7.49% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 69,017 | 1,338 | 0.01% | 0.01% | 93 | -1,985 | -2.8% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 68,958 | 1,336 | 0.01% | 0.01% | 94 | -2,650 | -3.7% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 67,037 | 1,299 | 0.02% | 0.02% | 95 | -894 | -1.32% | Q1 2026 | May 05, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 66,251 | 1,284 | 0.01% | — | 96 | +66,251 | New | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 65,880 | 1,277 | 0.13% | — | 97 | +65,880 | New | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 65,860 | 1,277 | 0.02% | — | 98 | +65,860 | New | Q1 2026 | May 14, 2026 |
| Hudson Bay Capital Management LP | History | New | 65,841 | 1,276 | 0.0% | — | 99 | +65,841 | New | Q1 2026 | May 13, 2026 |
| Mason & Associates Inc | History | No change | 66,040 | 1,260 | 0.24% | 0.23% | 100 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 64,711 | 1,254 | 0.0% | 0.0% | 101 | +908 | 1.42% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 63,568 | 1,232 | 0.0% | 0.0% | 102 | -20,777 | -24.63% | Q1 2026 | May 06, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 60,473 | 1,172 | 0.0% | 0.0% | 103 | -218 | -0.36% | Q1 2026 | May 15, 2026 |
| JACOBS ASSET MANAGEMENT, LLC | History | Added to | 60,000 | 1,163 | 0.7% | 0.56% | 104 | +5,471 | 10.03% | Q1 2026 | May 15, 2026 |
| Bolthouse Investments, LLC | History | Added to | 60,005 | 1,163 | 1.05% | 0.98% | 105 | +622 | 1.05% | Q1 2026 | Apr 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 58,242 | 1,129 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 56,760 | 1,100 | 0.0% | 0.0% | 107 | +55,291 | 3763.85% | Q1 2026 | May 01, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 56,500 | 1,095 | 0.02% | 0.02% | 108 | -2,400 | -4.07% | Q1 2026 | Apr 20, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 53,756 | 1,042 | 0.0% | 0.0% | 109 | +4,726 | 9.64% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 54,991 | 1,022 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Mariner, LLC | History | Reduced | 49,575 | 961 | 0.0% | 0.0% | 111 | -12,618 | -20.29% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 48,186 | 934 | 0.0% | 0.0% | 112 | +1,662 | 3.57% | Q1 2026 | Apr 27, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 47,362 | 918 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | No change | 44,300 | 858 | 0.03% | 0.03% | 114 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 44,212 | 857 | 0.07% | — | 115 | +44,212 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 42,262 | 819 | 0.0% | 0.0% | 116 | +84 | 0.2% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 41,689 | 808 | 0.0% | 0.0% | 117 | -674 | -1.59% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 41,226 | 799 | 0.0% | 0.0% | 118 | +6,809 | 19.78% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 41,117 | 797 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | Added to | 38,043 | 737 | 0.01% | 0.01% | 120 | +17,499 | 85.18% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 38,004 | 736 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 37,747 | 731 | 0.0% | 0.0% | 122 | +21,926 | 138.59% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 36,787 | 713 | 0.01% | 0.01% | 123 | -892 | -2.37% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 35,372 | 685 | 0.0% | 0.0% | 124 | -1,072 | -2.94% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 35,030 | 679 | 0.01% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Entropy Technologies, LP | History | New | 34,864 | 676 | 0.03% | — | 126 | +34,864 | New | Q1 2026 | May 14, 2026 |
| Apriem Advisors | History | No change | 34,500 | 668 | 0.06% | 0.06% | 127 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 34,056 | 660 | 0.01% | 0.01% | 128 | -694 | -2.0% | Q1 2026 | Apr 24, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 33,582 | 651 | 0.01% | 0.01% | 129 | -29,561 | -46.82% | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | No change | 33,011 | 640 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 32,542 | 631 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 31,510 | 610 | 0.0% | 0.0% | 132 | -327 | -1.03% | Q1 2026 | May 01, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 30,363 | 588 | 0.0% | 0.0% | 133 | -10,744 | -26.14% | Q1 2026 | May 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 30,038 | 582 | 0.0% | — | 135 | +30,038 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 30,047 | 582 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 29,163 | 565 | 0.01% | 0.01% | 136 | -300 | -1.02% | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 28,576 | 554 | 0.0% | 0.0% | 137 | -10,737 | -27.31% | Q1 2026 | Apr 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 28,600 | 554 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Amundi | History | New | 27,632 | 535 | 0.0% | — | 139 | +27,632 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 27,421 | 531 | 0.0% | 0.0% | 140 | -16,494 | -37.56% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 26,854 | 520 | 0.0% | — | 141 | +26,854 | New | Q1 2026 | May 14, 2026 |
| World Investment Advisors | History | Reduced | 26,038 | 504 | 0.01% | 0.01% | 142 | -3,128 | -10.72% | Q1 2026 | Apr 27, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 25,484 | 494 | 0.0% | 0.0% | 143 | -67,073 | -72.47% | Q1 2026 | May 15, 2026 |
| LAZARI CAPITAL MANAGEMENT, INC. | History | No change | 24,376 | 472 | 0.16% | 0.15% | 144 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 23,267 | 451 | 0.01% | 0.01% | 145 | -2,144 | -8.44% | Q1 2026 | May 04, 2026 |
| Vident Advisory, LLC | History | Added to | 23,043 | 446 | 0.0% | 0.0% | 146 | +8,877 | 62.66% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 23,053 | 446 | 0.0% | 0.0% | 147 | -848 | -3.55% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 22,477 | 435 | 0.0% | 0.0% | 148 | -1,462 | -6.11% | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 22,271 | 431 | 0.0% | 0.0% | 149 | -2,104 | -8.63% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 22,054 | 426 | 0.0% | 0.0% | 150 | +3,035 | 15.96% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 21,755 | 422 | 0.0% | 0.0% | 151 | +1,704 | 8.5% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 21,747 | 421 | 0.0% | — | 152 | +21,747 | New | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 21,319 | 413 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| WBI INVESTMENTS, LLC | History | New | 20,437 | 396 | 0.11% | — | 154 | +20,437 | New | Q1 2026 | May 11, 2026 |
| Neo Ivy Capital Management | History | New | 20,530 | 393 | 0.1% | — | 155 | +20,530 | New | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 20,184 | 391 | 0.04% | — | 156 | +20,184 | New | Q1 2026 | May 12, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 20,069 | 389 | 0.03% | 0.02% | 157 | -8,974 | -30.9% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 20,104 | 389 | 0.0% | 0.0% | 158 | +507 | 2.59% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 20,041 | 388 | 0.0% | 0.0% | 159 | -5,352 | -21.08% | Q1 2026 | Apr 24, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 19,986 | 387 | 0.0% | 0.0% | 160 | +13,136 | 191.77% | Q1 2026 | May 08, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | New | 19,151 | 371 | 0.0% | — | 161 | +19,151 | New | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 19,080 | 370 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,384 | 361 | 0.0% | 0.0% | 163 | +7,260 | 65.26% | Q1 2026 | Apr 08, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 18,589 | 360 | 0.01% | 0.01% | 164 | -259 | -1.37% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 18,206 | 353 | 0.0% | 0.0% | 165 | -2,814 | -13.39% | Q1 2026 | May 08, 2026 |
| Odyssean, LLC | History | New | 17,906 | 347 | 0.13% | — | 166 | +17,906 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Holdings, LLC | History | Reduced | 17,783 | 344 | 0.11% | 0.12% | 167 | -2,020 | -10.2% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 16,971 | 329 | 0.01% | 0.0% | 168 | +15,823 | 1378.31% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 16,418 | 318 | 0.0% | 0.0% | 169 | -475 | -2.81% | Q1 2026 | May 11, 2026 |
| MGO ONE SEVEN LLC | History | New | 15,901 | 308 | 0.01% | — | 171 | +15,901 | New | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 15,903 | 308 | 0.0% | 0.0% | 170 | -2,445 | -13.33% | Q1 2026 | Apr 30, 2026 |
| GTS SECURITIES LLC | History | New | 14,915 | 289 | 0.01% | — | 172 | +14,915 | New | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 14,582 | 282 | 0.0% | 0.0% | 173 | -116 | -0.79% | Q1 2026 | May 07, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 13,967 | 270 | 0.0% | 0.0% | 174 | -46 | -0.33% | Q1 2026 | May 08, 2026 |
| CWM, LLC | History | Added to | 13,921 | 269 | 0.0% | 0.0% | 175 | +3,476 | 33.28% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 13,872 | 268 | 0.0% | 0.0% | 176 | -1,556 | -10.09% | Q1 2026 | May 08, 2026 |
| KWB Wealth | History | No change | 14,049 | 261 | 0.03% | 0.02% | 177 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Brooklyn Investment Group | History | Reduced | 12,993 | 251 | 0.01% | 0.01% | 178 | -3,211 | -19.82% | Q1 2026 | Apr 29, 2026 |
| Curi Capital, LLC | History | New | 12,699 | 246 | 0.0% | — | 179 | +12,699 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 12,629 | 244 | 0.0% | — | 180 | +12,629 | New | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | Reduced | 12,570 | 243 | 0.0% | 0.0% | 181 | -410 | -3.16% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 12,345 | 239 | 0.0% | 0.0% | 182 | -39,500 | -76.19% | Q1 2026 | Apr 16, 2026 |
| XPONANCE LLC | History | Added to | 12,356 | 239 | 0.0% | 0.0% | 183 | +1,992 | 19.22% | Q1 2026 | May 13, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 12,169 | 235 | 0.01% | 0.01% | 184 | -9,485 | -43.8% | Q1 2026 | Apr 24, 2026 |
| FORONJY FINANCIAL LLC | History | No change | 11,953 | 231 | 0.1% | 0.09% | 185 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 11,750 | 227 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 11,276 | 218 | 0.01% | — | 187 | +11,276 | New | Q1 2026 | May 06, 2026 |
| Engineers Gate Manager LP | History | New | 11,080 | 214 | 0.0% | — | 188 | +11,080 | New | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Reduced | 10,877 | 210 | 0.0% | 0.0% | 189 | -465 | -4.1% | Q1 2026 | May 04, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 10,750 | 208 | 0.0% | 0.0% | 190 | +750 | 7.5% | Q1 2026 | May 14, 2026 |
| PRIVATE MANAGEMENT GROUP INC | History | No change | 10,727 | 207 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 10,549 | 204 | 0.01% | 0.01% | 192 | -502 | -4.54% | Q1 2026 | May 13, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | New | 10,500 | 203 | 0.0% | — | 193 | +10,500 | New | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,450 | 202 | 0.0% | 0.0% | 194 | +124 | 1.2% | Q1 2026 | May 13, 2026 |
| Soltis Investment Advisors LLC | History | Reduced | 10,267 | 199 | 0.01% | 0.01% | 195 | -1,859 | -15.33% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,246 | 198 | 0.0% | 0.0% | 196 | -2,789 | -21.4% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 10,069 | 195 | 0.0% | 0.0% | 197 | -606 | -5.68% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,533 | 195 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HCR Wealth Advisors | History | No change | 10,000 | 193 | 0.02% | 0.02% | 199 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 8,793 | 170 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Palouse Capital Management, Inc. | History | New | 7,996 | 155 | 0.1% | — | 201 | +7,996 | New | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,900 | 153 | 0.0% | 0.0% | 202 | +155 | 2.0% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 7,819 | 152 | 0.0% | 0.0% | 203 | -5,077 | -39.37% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 7,736 | 150 | 0.02% | 0.02% | 204 | -153 | -1.94% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 6,576 | 127 | 0.01% | 0.01% | 205 | +220 | 3.46% | Q1 2026 | Apr 06, 2026 |
| KBC Group NV | History | Added to | 5,684 | 110 | 0.0% | 0.0% | 206 | +1,797 | 46.23% | Q1 2026 | May 07, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 5,068 | 98 | 0.04% | 0.04% | 207 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 4,271 | 82 | 0.0% | 0.0% | 208 | -3,267 | -43.34% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Reduced | 4,209 | 81 | 0.0% | 0.0% | 209 | -17,802 | -80.88% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 4,193 | 81 | 0.06% | 0.07% | 210 | -3,067 | -42.25% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,499 | 67 | 0.0% | 0.0% | 211 | +94 | 2.76% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,227 | 62 | 0.0% | 0.0% | 212 | +1,019 | 46.15% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,807 | 54 | 0.0% | 0.0% | 213 | +1,983 | 240.66% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Reduced | 2,606 | 51 | 0.0% | 0.0% | 214 | -964 | -27.0% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,407 | 46 | 0.0% | 0.0% | 215 | +695 | 40.6% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 2,195 | 42 | 0.0% | 0.0% | 216 | +112 | 5.38% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,073 | 39 | 0.0% | 0.0% | 218 | -2,064 | -49.89% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 2,053 | 39 | 0.0% | 0.0% | 217 | -358 | -14.85% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 1,611 | 31 | 0.0% | 0.0% | 219 | +40 | 2.55% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 1,620 | 31 | 0.0% | 0.0% | 220 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 1,606 | 30 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,511 | 29 | 0.0% | 0.0% | 222 | +175 | 13.1% | Q1 2026 | Apr 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 1,385 | 26 | 0.0% | 0.0% | 223 | -558 | -28.72% | Q1 2026 | Apr 13, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,257 | 23 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,162 | 22 | 0.0% | 0.0% | 225 | +54 | 4.87% | Q1 2026 | Apr 07, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,105 | 21 | 0.0% | 0.0% | 226 | -84 | -7.06% | Q1 2026 | Apr 20, 2026 |
| Ascentis Independent Advisors | History | New | 1,043 | 20 | 0.0% | — | 227 | +1,043 | New | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 971 | 19 | 0.0% | 0.0% | 228 | -1 | -0.1% | Q1 2026 | May 11, 2026 |
| ORG Partners LLC | History | No change | 1,043 | 19 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 879 | 17 | 0.0% | 0.0% | 230 | +395 | 81.61% | Q1 2026 | Apr 24, 2026 |
| Kemnay Advisory Services Inc. | History | New | 874 | 16 | 0.0% | — | 231 | +874 | New | Q1 2026 | May 15, 2026 |
| MATHER GROUP, LLC. | History | New | 701 | 13 | 0.0% | — | 232 | +701 | New | Q1 2026 | Apr 13, 2026 |
| Arax Advisory Partners | History | Added to | 535 | 10 | 0.0% | 0.0% | 233 | +270 | 101.89% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 495 | 9 | 0.0% | 0.0% | 234 | -262 | -34.61% | Q1 2026 | Apr 07, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 416 | 8 | 0.0% | — | 238 | +416 | New | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 425 | 8 | 0.0% | 0.0% | 235 | -20 | -4.49% | Q1 2026 | May 07, 2026 |
| Parkside Financial Bank & Trust | History | No change | 420 | 8 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 434 | 8 | 0.01% | 0.01% | 237 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Bare Financial Services, Inc | History | Added to | 369 | 7 | 0.0% | 0.0% | 240 | +31 | 9.17% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 382 | 7 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | New | 344 | 6 | 0.0% | — | 242 | +344 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 339 | 6 | 0.0% | — | 243 | +339 | New | Q1 2026 | May 08, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 310 | 6 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 292 | 5 | 0.0% | — | 246 | +292 | New | Q1 2026 | May 08, 2026 |
| CVA Family Office, LLC | History | Added to | 259 | 5 | 0.0% | 0.0% | 244 | +155 | 149.04% | Q1 2026 | Apr 29, 2026 |
| LRI Investments, LLC | History | No change | 303 | 5 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 207 | 4 | 0.0% | — | 248 | +207 | New | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF VERMONT | History | No change | 241 | 4 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Kilter Group LLC | History | New | 204 | 3 | 0.0% | — | 254 | +204 | New | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Reduced | 196 | 3 | 0.0% | 0.0% | 252 | -147 | -42.86% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 167 | 3 | 0.0% | 0.0% | 253 | +103 | 160.94% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 190 | 3 | 0.0% | 0.0% | 249 | +44 | 30.14% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 198 | 3 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sound Income Strategies, LLC | History | No change | 186 | 3 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Advisory Services Network, LLC | History | New | 130 | 2 | 0.0% | — | 262 | +130 | New | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | New | 108 | 2 | 0.0% | — | 261 | +108 | New | Q1 2026 | May 14, 2026 |
| Wall Street Financial Group, Inc. | History | New | 107 | 2 | 0.0% | — | 263 | +107 | New | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | Added to | 118 | 2 | 0.0% | — | 260 | +83 | 237.14% | Q1 2026 | Apr 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 111 | 2 | 0.0% | 0.0% | 258 | -53 | -32.32% | Q1 2026 | Apr 27, 2026 |
| Quent Capital, LLC | History | Reduced | 121 | 2 | 0.0% | 0.0% | 259 | -1 | -0.82% | Q1 2026 | Apr 28, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 122 | 2 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | No change | 127 | 2 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 108 | 2 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 96 | 1 | 0.0% | 0.0% | 265 | -50 | -34.25% | Q1 2026 | Apr 20, 2026 |
| Stone House Investment Management, LLC | History | Added to | 92 | 1 | 0.0% | 0.0% | 267 | +30 | 48.39% | Q1 2026 | Apr 22, 2026 |
| Retirement Wealth Solutions LLC | History | Added to | 53 | 1 | 0.0% | — | 270 | +21 | 65.63% | Q1 2026 | Apr 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 90 | 1 | 0.0% | 0.0% | 266 | -10 | -10.0% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 72 | 1 | 0.0% | 0.0% | 264 | -8 | -10.0% | Q1 2026 | Apr 23, 2026 |
| Bell Investment Advisors, Inc | History | No change | 77 | 1 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Private Wealth Management Group, LLC | History | No change | 57 | 1 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Capital Research Global Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -2,131,818 | -100.0% | Q1 2026 | May 13, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.6% | — | -190,364 | -100.0% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -166,258 | -100.0% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -92,050 | -100.0% | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -56,559 | -100.0% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.39% | — | -53,273 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -37,694 | -100.0% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,993 | -100.0% | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -28,545 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -25,828 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -21,923 | -100.0% | Q1 2026 | Apr 27, 2026 |
| WOODWARD DIVERSIFIED CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -19,000 | -100.0% | Q1 2026 | Apr 23, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -15,342 | -100.0% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -15,071 | -100.0% | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -13,472 | -100.0% | Q1 2026 | Apr 28, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,533 | -100.0% | Q1 2026 | May 13, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.05% | — | -11,653 | -100.0% | Q1 2026 | May 15, 2026 |
| Whelan Financial | History | Closed out | 0 | 0 | — | 0.06% | — | -10,619 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,060 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,242 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -1,989 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 27 | 0 | — | 0.0% | — | -897 | -97.08% | Q1 2026 | May 11, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -830 | -100.0% | Q1 2026 | May 14, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -792 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -717 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | May 15, 2026 |
| Prestige Wealth Management Group LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -104 | -100.0% | Q1 2026 | May 13, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -34 | -100.0% | Q1 2026 | Apr 28, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -29 | -100.0% | Q1 2026 | May 04, 2026 |
| Cornerstone Financial Management LLC | History | Closed out | 0 | 0 | — | — | — | -25 | -100.0% | Q1 2026 | May 08, 2026 |
| GHP Investment Advisors, Inc. | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | Apr 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 23 | 0 | — | — | — | +11 | 91.67% | Q1 2026 | Apr 21, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 26 | 0 | — | — | — | +10 | 62.5% | Q1 2026 | Apr 23, 2026 |
| Bruce G. Allen Investments, LLC | History | Reduced | 18 | 0 | — | — | — | -10 | -35.71% | Q1 2026 | May 08, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 06, 2026 |
| Essential Partners LLC | History | Reduced | 33 | 0 | — | — | — | -7 | -17.5% | Q1 2026 | May 21, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 16 | 0 | — | — | — | +4 | 33.33% | Q1 2026 | Apr 14, 2026 |
| True Wealth Design, LLC | History | Added to | 23 | 0 | — | — | — | +3 | 15.0% | Q1 2026 | Apr 13, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 15 | 0 | — | — | — | +3 | 25.0% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 11, 2026 |
| Inspire Investing, LLC | History | Added to | 34 | 0 | — | — | — | +2 | 6.25% | Q1 2026 | Apr 23, 2026 |
| Dunhill Financial, LLC | History | Reduced | 2 | 0 | — | — | — | -1 | -33.33% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 31 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ankerstar Wealth, LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Torren Management, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |