CALIFORNIA WATER SERVICE GROUP - CWT
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 | 10,308,555 | 467,389 | 0.01% | 0.01% | 1 | -372,796 | -3.49% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 7,346,457 | 318,321 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 4,289,673 | 194,493 | 0.01% | — | 3 | +4,289,673 | New | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 3,470,997 | 157,420 | 0.04% | 0.03% | 4 | +732,004 | 26.73% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 3,418,294 | 154,986 | 0.11% | 0.03% | 5 | +2,696,833 | 373.8% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 3,102,659 | 140,674 | 0.0% | 0.0% | 6 | +72,709 | 2.4% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,665,225 | 120,841 | 0.0% | — | 7 | +2,665,225 | New | Q1 2026 | May 15, 2026 |
| NUANCE INVESTMENTS, LLC | History | Reduced | 1,603,748 | 72,713 | 10.14% | 8.71% | 8 | -221,642 | -12.14% | Q1 2026 | May 08, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,475,405 | 66,907 | 0.0% | 0.0% | 9 | +54,455 | 3.83% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 1,390,014 | 63,023 | 0.0% | 0.0% | 10 | -406,134 | -22.61% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,354,165 | 61,397 | 0.04% | 0.04% | 11 | -13,813 | -1.01% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,158,359 | 52,522 | 0.01% | 0.01% | 12 | +4,428 | 0.38% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Added to | 1,118,705 | 50,722 | 0.0% | 0.0% | 13 | +351,671 | 45.85% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 1,002,232 | 45,441 | 0.01% | 0.01% | 14 | +47,998 | 5.03% | Q1 2026 | May 12, 2026 |
| Legal & General Group Plc | History | Added to | 777,542 | 35,253 | 0.01% | 0.01% | 15 | +13,695 | 1.79% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 728,456 | 33,028 | 0.01% | 0.0% | 16 | +17,788 | 2.5% | Q1 2026 | May 15, 2026 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC | History | Reduced | 647,515 | 29,358 | 0.44% | 0.46% | 17 | -74,830 | -10.36% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 637,303 | 28,895 | 0.0% | 0.0% | 18 | +25,751 | 4.21% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | Added to | 577,247 | 26,172 | 0.07% | 0.04% | 19 | +130,620 | 29.25% | Q1 2026 | May 07, 2026 |
| Bank of New York Mellon Corp | History | Added to | 506,702 | 22,973 | 0.0% | 0.0% | 20 | +1,866 | 0.37% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Reduced | 425,114 | 19,274 | 0.01% | 0.0% | 21 | -14,960 | -3.4% | Q1 2026 | Apr 30, 2026 |
| Triodos Investment Management BV | History | No change | 414,000 | 18,770 | 1.42% | 1.3% | 22 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Beck Bode, LLC | History | Added to | 411,714 | 18,667 | 3.16% | 2.8% | 23 | +23,296 | 6.0% | Q1 2026 | May 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 386,412 | 17,519 | 0.0% | — | 24 | +386,412 | New | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 321,315 | 14,568 | 0.01% | 0.01% | 25 | +5,850 | 1.85% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 294,518 | 13,353 | 0.0% | 0.0% | 26 | +12,630 | 4.48% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 289,623 | 13,131 | 0.01% | 0.01% | 27 | +5,600 | 1.97% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 283,976 | 12,875 | 0.0% | 0.0% | 28 | +57,686 | 25.49% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 261,258 | 11,845 | 0.01% | 0.0% | 29 | +133,242 | 104.08% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 257,970 | 11,696 | 0.01% | 0.0% | 30 | +208,061 | 416.88% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 256,767 | 11,641 | 0.01% | — | 31 | +256,767 | New | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 234,733 | 10,642 | 0.0% | 0.0% | 32 | +90 | 0.04% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 213,166 | 9,664 | 0.03% | 0.03% | 33 | +6,969 | 3.38% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 186,926 | 8,475 | 0.01% | 0.0% | 34 | +176,835 | 1752.4% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 185,826 | 8,425 | 0.0% | 0.0% | 35 | -28,453 | -13.28% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 174,397 | 7,907 | 0.01% | 0.01% | 36 | +732 | 0.42% | Q1 2026 | May 12, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 169,731 | 7,695 | 0.0% | 0.0% | 37 | +108,592 | 177.61% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 151,087 | 6,957 | 0.0% | 0.0% | 38 | -74,799 | -33.11% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Added to | 152,050 | 6,893 | 0.01% | 0.01% | 39 | +1,423 | 0.94% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 138,231 | 6,267 | 0.01% | 0.0% | 40 | +51,134 | 58.71% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 136,151 | 6,173 | 0.0% | 0.0% | 41 | -10,959 | -7.45% | Q1 2026 | May 15, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Added to | 134,116 | 6,080 | 0.3% | 0.18% | 42 | +49,317 | 58.16% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 129,191 | 5,857 | 0.01% | 0.01% | 43 | +7,171 | 5.88% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 123,278 | 5,589 | 0.0% | 0.0% | 44 | +54,994 | 80.54% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 121,899 | 5,526 | 0.0% | 0.0% | 45 | +22,825 | 23.04% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 117,500 | 5,327 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 105,960 | 4,804 | 0.02% | 0.02% | 47 | -6,192 | -5.52% | Q1 2026 | May 01, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 103,980 | 4,714 | 0.12% | 0.09% | 48 | +22,533 | 27.67% | Q1 2026 | May 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 102,989 | 4,669 | 0.08% | 0.07% | 49 | +11,000 | 11.96% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 100,400 | 4,552 | 0.01% | 0.01% | 50 | -11,500 | -10.28% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 95,417 | 4,326 | 0.0% | 0.0% | 51 | +8,427 | 9.69% | Q1 2026 | May 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 94,557 | 4,300 | 0.01% | 0.01% | 52 | -2,624 | -2.7% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Reduced | 86,599 | 3,926 | 0.03% | 0.05% | 53 | -48,993 | -36.13% | Q1 2026 | May 15, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | New | 85,115 | 3,859 | 0.04% | — | 54 | +85,115 | New | Q1 2026 | Apr 28, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 83,413 | 3,782 | 0.0% | 0.0% | 55 | +9,033 | 12.14% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 82,792 | 3,753 | 0.0% | 0.0% | 56 | +16,601 | 25.08% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 76,976 | 3,490 | 0.0% | 0.0% | 57 | +53,900 | 233.58% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 67,573 | 3,063 | 0.0% | 0.0% | 58 | +17,180 | 34.09% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 66,489 | 3,014 | 0.01% | 0.01% | 59 | -14,430 | -17.83% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 63,026 | 2,858 | 0.01% | 0.01% | 60 | +24 | 0.04% | Q1 2026 | Apr 27, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 65,816 | 2,851 | 0.0% | 0.0% | 61 | -17,438 | -20.95% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 61,780 | 2,801 | 0.06% | 0.06% | 62 | -2,717 | -4.21% | Q1 2026 | May 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 61,553 | 2,790 | 0.0% | 0.0% | 63 | -8,280 | -11.86% | Q1 2026 | May 13, 2026 |
| Magellan Asset Management Ltd | History | Added to | 61,416 | 2,784 | 0.04% | 0.03% | 64 | +12,682 | 26.02% | Q1 2026 | May 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 61,281 | 2,778 | 0.0% | 0.0% | 65 | -28,876 | -32.03% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 60,360 | 2,736 | 0.01% | 0.0% | 66 | +17,753 | 41.67% | Q1 2026 | May 01, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 60,272 | 2,732 | 0.0% | 0.0% | 67 | +24,641 | 69.16% | Q1 2026 | May 11, 2026 |
| NORTHSTAR ASSET MANAGEMENT INC | History | Reduced | 59,981 | 2,719 | 0.83% | 0.93% | 68 | -22,880 | -27.61% | Q1 2026 | May 13, 2026 |
| Allianz Asset Management GmbH | History | Added to | 58,862 | 2,668 | 0.0% | 0.0% | 69 | +5,318 | 9.93% | Q1 2026 | May 11, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 58,038 | 2,631 | 0.0% | 0.0% | 70 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 56,273 | 2,551 | 0.0% | 0.0% | 71 | -445 | -0.78% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 55,723 | 2,526 | 0.0% | — | 72 | +55,723 | New | Q1 2026 | May 08, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 53,445 | 2,423 | 0.01% | 0.01% | 73 | +19,813 | 58.91% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 52,883 | 2,397 | 0.0% | 0.0% | 74 | +29,797 | 129.07% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Reduced | 52,833 | 2,395 | 0.03% | 0.03% | 75 | -1,595 | -2.93% | Q1 2026 | May 01, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 52,807 | 2,394 | 0.0% | 0.0% | 76 | -45,795 | -46.44% | Q1 2026 | May 11, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 52,812 | 2,394 | 0.02% | 0.02% | 77 | +1,437 | 2.8% | Q1 2026 | Apr 14, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Reduced | 51,806 | 2,348 | 0.08% | 0.08% | 78 | -2,601 | -4.78% | Q1 2026 | Apr 27, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 50,025 | 2,268 | 0.26% | 0.27% | 79 | -2,150 | -4.12% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 49,573 | 2,247 | 0.0% | 0.0% | 80 | -72,948 | -59.54% | Q1 2026 | May 14, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 49,311 | 2,235 | 0.15% | 0.15% | 81 | -349 | -0.7% | Q1 2026 | May 05, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 49,165 | 2,229 | 0.01% | 0.01% | 82 | -8,384 | -14.57% | Q1 2026 | May 05, 2026 |
| Squarepoint Ops LLC | History | New | 49,016 | 2,222 | 0.0% | — | 83 | +49,016 | New | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 48,678 | 2,207 | 0.01% | 0.01% | 84 | +748 | 1.56% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 47,167 | 2,138 | 0.0% | 0.0% | 85 | +4,037 | 9.36% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 46,984 | 2,130 | 0.0% | 0.0% | 86 | +9,660 | 25.88% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | New | 44,565 | 2,020 | 0.04% | — | 87 | +44,565 | New | Q1 2026 | Apr 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 44,533 | 2,019 | 0.01% | — | 88 | +44,533 | New | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 44,335 | 2,010 | 0.0% | 0.0% | 89 | +4,515 | 11.34% | Q1 2026 | Apr 16, 2026 |
| HRT FINANCIAL LP | History | Added to | 43,235 | 1,960 | 0.0% | 0.0% | 90 | +9,034 | 26.41% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 43,200 | 1,958 | 0.01% | 0.01% | 91 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | New | 42,500 | 1,926 | 0.04% | — | 92 | +42,500 | New | Q1 2026 | Apr 30, 2026 |
| AlphaQuest LLC | History | No change | 43,190 | 1,871 | 0.1% | 0.1% | 93 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 41,040 | 1,860 | 0.0% | 0.0% | 94 | +25,406 | 162.5% | Q1 2026 | May 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 40,145 | 1,820 | 0.01% | 0.0% | 95 | +6,529 | 19.42% | Q1 2026 | May 08, 2026 |
| Bridge City Capital, LLC | History | Reduced | 38,292 | 1,736 | 0.48% | 0.49% | 96 | -284 | -0.74% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 37,327 | 1,692 | 0.01% | 0.0% | 97 | +13,050 | 53.75% | Q1 2026 | May 14, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 35,916 | 1,628 | 0.72% | 0.54% | 98 | -1,300 | -3.49% | Q1 2026 | May 08, 2026 |
| South Dakota Investment Council | History | Added to | 34,715 | 1,574 | 0.03% | 0.02% | 99 | +4,800 | 16.05% | Q1 2026 | May 18, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 34,698 | 1,573 | 0.0% | 0.0% | 100 | -138,032 | -79.91% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 33,422 | 1,515 | 0.0% | 0.0% | 101 | +9,718 | 41.0% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 33,075 | 1,499 | 0.01% | 0.01% | 102 | -262 | -0.79% | Q1 2026 | May 14, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 32,700 | 1,482 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 31,770 | 1,440 | 0.03% | 0.03% | 104 | +2,855 | 9.87% | Q1 2026 | May 13, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 31,223 | 1,414 | 0.02% | 0.01% | 105 | -940 | -2.92% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 30,703 | 1,392 | 0.02% | 0.02% | 106 | -3,132 | -9.26% | Q1 2026 | May 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 30,544 | 1,384 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 29,884 | 1,354 | 0.0% | 0.0% | 108 | +29,559 | 9095.08% | Q1 2026 | May 01, 2026 |
| Arjuna Capital | History | Added to | 28,638 | 1,298 | 0.33% | 0.3% | 109 | +586 | 2.09% | Q1 2026 | May 06, 2026 |
| CoreCommodity Management, LLC | History | Reduced | 28,561 | 1,294 | 0.24% | 0.29% | 110 | -3,123 | -9.86% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 28,312 | 1,283 | 0.0% | 0.0% | 111 | -12,572 | -30.75% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 28,180 | 1,277 | 0.0% | 0.0% | 112 | +1,818 | 6.9% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 27,852 | 1,262 | 0.0% | 0.0% | 113 | +2,552 | 10.09% | Q1 2026 | May 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 26,752 | 1,212 | 0.0% | 0.0% | 114 | -7,142 | -21.07% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 26,383 | 1,196 | 0.0% | 0.0% | 115 | -924 | -3.38% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 26,400 | 1,196 | 0.02% | 0.02% | 116 | -900 | -3.3% | Q1 2026 | Apr 20, 2026 |
| Allworth Financial LP | History | Added to | 26,265 | 1,190 | 0.0% | 0.0% | 117 | +327 | 1.26% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | New | 26,099 | 1,183 | 0.02% | — | 118 | +26,099 | New | Q1 2026 | May 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 25,873 | 1,173 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vanguard Global Advisers, LLC | History | New | 25,836 | 1,171 | 0.0% | — | 120 | +25,836 | New | Q1 2026 | May 08, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | New | 25,216 | 1,143 | 0.0% | — | 121 | +25,216 | New | Q1 2026 | May 15, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 24,268 | 1,100 | 0.08% | 0.07% | 122 | +978 | 4.2% | Q1 2026 | May 11, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 24,116 | 1,093 | 0.0% | 0.0% | 123 | +1,011 | 4.38% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 22,892 | 1,037 | 0.0% | 0.0% | 124 | +913 | 4.15% | Q1 2026 | May 06, 2026 |
| Handelsbanken Fonder AB | History | No change | 22,716 | 1,030 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Canvas Wealth Advisors, LLC | History | Reduced | 22,624 | 1,025 | 0.17% | 0.17% | 126 | -460 | -1.99% | Q1 2026 | Apr 28, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 22,485 | 1,019 | 0.0% | 0.0% | 127 | -9,116 | -28.85% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 22,141 | 1,003 | 0.0% | 0.0% | 128 | +402 | 1.85% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 21,566 | 977 | 0.06% | 0.03% | 129 | +8,329 | 62.92% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 22,114 | 958 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CenterBook Partners LP | History | Reduced | 20,763 | 941 | 0.05% | 0.07% | 131 | -13,498 | -39.4% | Q1 2026 | May 05, 2026 |
| Freestone Grove Partners LP | History | Added to | 20,524 | 930 | 0.01% | 0.01% | 132 | +1,882 | 10.1% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 20,082 | 910 | 0.02% | 0.02% | 133 | +126 | 0.63% | Q1 2026 | Apr 27, 2026 |
| Teton Advisors, LLC | History | No change | 20,060 | 909 | 0.64% | 0.6% | 134 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 19,360 | 881 | 0.0% | 0.0% | 135 | +2,004 | 11.55% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Reduced | 19,379 | 878 | 0.02% | 0.04% | 137 | -17,440 | -47.37% | Q1 2026 | May 15, 2026 |
| WULFF, HANSEN & CO. | History | Reduced | 19,375 | 878 | 0.9% | 0.71% | 136 | -250 | -1.27% | Q1 2026 | May 07, 2026 |
| Cerity Partners LLC | History | Added to | 19,116 | 866 | 0.0% | 0.0% | 138 | +1,379 | 7.77% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 18,240 | 826 | 0.0% | 0.0% | 139 | +5,278 | 40.72% | Q1 2026 | May 12, 2026 |
| ALPS ADVISORS INC | History | Reduced | 18,035 | 817 | 0.0% | 0.0% | 140 | -874 | -4.62% | Q1 2026 | May 08, 2026 |
| Virtue Capital Management, LLC | History | Added to | 17,578 | 806 | 0.12% | 0.03% | 141 | +12,845 | 271.39% | Q1 2026 | May 07, 2026 |
| AMALGAMATED BANK | History | Reduced | 17,163 | 778 | 0.01% | 0.01% | 142 | -156 | -0.9% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 16,681 | 756 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 16,472 | 746 | 0.0% | 0.0% | 145 | -5,215 | -24.05% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,459 | 746 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 16,386 | 742 | 0.07% | 0.05% | 147 | +3,867 | 30.89% | Q1 2026 | Apr 24, 2026 |
| Arizona State Retirement System | History | Reduced | 16,380 | 742 | 0.0% | 0.0% | 146 | -531 | -3.14% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 15,881 | 720 | 0.01% | 0.01% | 148 | -234 | -1.45% | Q1 2026 | Apr 24, 2026 |
| COMERICA BANK | History | No change | 16,234 | 703 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,895 | 675 | 0.0% | 0.0% | 150 | +1,740 | 13.23% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 14,845 | 673 | 0.0% | 0.0% | 151 | +3,655 | 32.66% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 14,769 | 670 | 0.01% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ethic Inc. | History | Added to | 14,472 | 656 | 0.01% | 0.01% | 153 | +4,081 | 39.27% | Q1 2026 | Apr 27, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 14,345 | 650 | 0.0% | 0.0% | 154 | +616 | 4.49% | Q1 2026 | Apr 27, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 14,200 | 643 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 14,126 | 640 | 0.0% | 0.0% | 156 | +148 | 1.06% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Reduced | 13,849 | 627 | 0.0% | 0.0% | 157 | -38,202 | -73.39% | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 13,840 | 627 | 0.01% | 0.01% | 158 | -10,054 | -42.08% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 13,714 | 621 | 0.0% | 0.0% | 159 | +761 | 5.88% | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 13,614 | 617 | 0.01% | 0.01% | 160 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tidal Investments LLC | History | Added to | 13,423 | 608 | 0.0% | 0.0% | 161 | +309 | 2.36% | Q1 2026 | May 15, 2026 |
| Cullen Capital Management, LLC | History | Added to | 13,079 | 593 | 0.01% | 0.0% | 162 | +5,954 | 83.56% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 13,079 | 592 | 0.01% | 0.01% | 163 | +981 | 8.11% | Q1 2026 | May 05, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 13,000 | 589 | 0.14% | 0.13% | 164 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 12,667 | 574 | 0.0% | 0.0% | 165 | -425 | -3.25% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 12,535 | 568 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 11,921 | 540 | 0.0% | 0.0% | 167 | +48 | 0.4% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,206 | 508 | 0.0% | 0.0% | 168 | -1,940 | -14.76% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 11,184 | 507 | 0.0% | 0.0% | 169 | +1,165 | 11.63% | Q1 2026 | Apr 22, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 11,047 | 500 | 0.0% | 0.0% | 170 | +1,668 | 17.78% | Q1 2026 | May 14, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 10,894 | 493 | 0.0% | 0.0% | 171 | +411 | 3.92% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 10,873 | 492 | 0.0% | 0.0% | 172 | +5,047 | 86.63% | Q1 2026 | May 14, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 10,692 | 484 | 0.01% | 0.01% | 173 | +486 | 4.76% | Q1 2026 | Apr 10, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,445 | 483 | 0.0% | 0.0% | 175 | +495 | 4.97% | Q1 2026 | Apr 08, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 10,654 | 483 | 0.0% | 0.0% | 174 | -361 | -3.28% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Added to | 10,524 | 477 | 0.01% | 0.0% | 176 | +2,111 | 25.09% | Q1 2026 | May 15, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 10,359 | 469 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | New | 10,135 | 460 | 0.0% | — | 178 | +10,135 | New | Q1 2026 | May 13, 2026 |
| Clean Yield Group | History | Reduced | 10,135 | 459 | 0.13% | 0.13% | 179 | -800 | -7.32% | Q1 2026 | Apr 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 9,597 | 435 | 0.0% | — | 180 | +9,597 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 9,131 | 414 | 0.01% | 0.0% | 181 | +8,281 | 974.24% | Q1 2026 | May 15, 2026 |
| Sovereign Financial Group, Inc. | History | Reduced | 8,788 | 398 | 0.07% | 0.07% | 182 | -12 | -0.14% | Q1 2026 | Apr 17, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 8,315 | 377 | 0.0% | — | 183 | +8,315 | New | Q1 2026 | May 11, 2026 |
| Entropy Technologies, LP | History | Reduced | 8,134 | 368 | 0.02% | 0.02% | 184 | -119 | -1.44% | Q1 2026 | May 14, 2026 |
| WEDBUSH SECURITIES INC | History | New | 8,100 | 367 | 0.01% | — | 185 | +8,100 | New | Q1 2026 | Apr 21, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 8,002 | 362 | 0.0% | 0.0% | 186 | -1,501 | -15.8% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Added to | 7,913 | 358 | 0.0% | 0.0% | 187 | +490 | 6.6% | Q1 2026 | May 14, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 7,843 | 355 | 0.35% | 0.32% | 188 | -310 | -3.8% | Q1 2026 | Apr 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,737 | 351 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Added to | 7,671 | 348 | 0.02% | 0.01% | 190 | +1,991 | 35.05% | Q1 2026 | Apr 28, 2026 |
| BLACKHILL CAPITAL INC | History | No change | 7,600 | 344 | 0.02% | 0.02% | 191 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 7,546 | 342 | 0.0% | 0.0% | 192 | -44 | -0.58% | Q1 2026 | May 26, 2026 |
| Sound Income Strategies, LLC | History | No change | 7,210 | 328 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 7,217 | 327 | 0.0% | 0.0% | 194 | +1,337 | 22.74% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 7,195 | 326 | 0.0% | — | 195 | +7,195 | New | Q1 2026 | May 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 7,150 | 324 | 0.06% | 0.06% | 196 | +650 | 10.0% | Q1 2026 | Apr 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 7,017 | 318 | 0.03% | — | 197 | +7,017 | New | Q1 2026 | May 12, 2026 |
| Ketron Financial | History | No change | 6,900 | 312 | 0.11% | 0.1% | 198 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 6,820 | 309 | 0.0% | 0.0% | 199 | +9 | 0.13% | Q1 2026 | May 07, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 6,830 | 309 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Wealth Architects, LLC | History | Reduced | 6,755 | 306 | 0.03% | 0.03% | 201 | -306 | -4.33% | Q1 2026 | May 15, 2026 |
| Maple Capital Management, Inc. | History | No change | 6,667 | 302 | 0.02% | 0.02% | 202 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PFG Investments, LLC | History | Added to | 6,635 | 300 | 0.01% | 0.01% | 203 | +3 | 0.05% | Q1 2026 | Apr 27, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 6,614 | 299 | 0.0% | 0.0% | 205 | +1,700 | 34.6% | Q1 2026 | May 13, 2026 |
| HUTCHINSON CAPITAL MANAGEMENT/CA | History | No change | 6,612 | 299 | 0.05% | 0.05% | 204 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | New | 6,573 | 298 | 0.0% | — | 206 | +6,573 | New | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 6,505 | 294 | 0.0% | 0.0% | 207 | +1,772 | 37.44% | Q1 2026 | May 13, 2026 |
| ELCO Management Co., LLC | History | No change | 6,463 | 293 | 0.14% | 0.18% | 208 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Holocene Advisors, LP | History | Reduced | 6,376 | 289 | 0.0% | 0.0% | 209 | -6,677 | -51.15% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | No change | 6,200 | 281 | 0.03% | 0.03% | 210 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 6,133 | 278 | 0.0% | 0.0% | 211 | +207 | 3.49% | Q1 2026 | May 14, 2026 |
| Legato Capital Management LLC | History | No change | 6,103 | 276 | 0.03% | 0.02% | 212 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MITCHELL MCLEOD PUGH & WILLIAMS INC | History | No change | 6,000 | 272 | 0.04% | 0.04% | 213 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Bridgewater Associates, LP | History | New | 5,771 | 261 | 0.0% | — | 214 | +5,771 | New | Q1 2026 | May 15, 2026 |
| Jacobi Capital Management LLC | History | Added to | 5,701 | 258 | 0.01% | 0.01% | 215 | +29 | 0.51% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | New | 5,668 | 256 | 0.0% | — | 216 | +5,668 | New | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 5,630 | 255 | 0.0% | — | 217 | +5,630 | New | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,392 | 244 | 0.0% | 0.0% | 218 | +451 | 9.13% | Q1 2026 | May 08, 2026 |
| Aprio Wealth Management, LLC | History | New | 5,275 | 239 | 0.01% | — | 219 | +5,275 | New | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 5,169 | 234 | 0.0% | 0.0% | 220 | -189 | -3.53% | Q1 2026 | May 08, 2026 |
| Wellington Shields & Co., LLC | History | No change | 5,000 | 226 | 0.06% | 0.05% | 221 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 4,889 | 225 | 0.04% | — | 222 | +4,889 | New | Q1 2026 | May 12, 2026 |
| INCEPTIONR LLC | History | New | 4,947 | 224 | 0.05% | — | 223 | +4,947 | New | Q1 2026 | May 14, 2026 |
| LeClair Wealth Partners LLC | History | New | 4,871 | 220 | 0.08% | — | 226 | +4,871 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 4,871 | 220 | 0.08% | 0.08% | 225 | +36 | 0.74% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,856 | 220 | 0.01% | 0.01% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 4,763 | 215 | 0.0% | 0.0% | 227 | -30 | -0.63% | Q1 2026 | May 11, 2026 |
| HOHIMER WEALTH MANAGEMENT, LLC | History | New | 4,588 | 208 | 0.02% | — | 228 | +4,588 | New | Q1 2026 | Apr 30, 2026 |
| Asset Planning,Inc | History | No change | 4,500 | 204 | 0.15% | 0.14% | 229 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,457 | 202 | 0.0% | 0.0% | 230 | -7,340 | -62.22% | Q1 2026 | May 12, 2026 |
| Corient IA LLC | History | Reduced | 4,440 | 201 | 0.19% | 0.2% | 231 | -560 | -11.2% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 4,298 | 194 | 0.01% | 0.01% | 232 | -108 | -2.45% | Q1 2026 | May 11, 2026 |
| IFM Investors Pty Ltd | History | New | 4,268 | 193 | 0.0% | — | 234 | +4,268 | New | Q1 2026 | Apr 23, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 4,244 | 193 | 0.0% | 0.0% | 233 | +99 | 2.39% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Added to | 4,059 | 184 | 0.01% | 0.01% | 235 | +236 | 6.17% | Q1 2026 | Apr 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,639 | 165 | 0.0% | 0.0% | 236 | -290 | -7.38% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 2,670 | 121 | 0.01% | 0.01% | 237 | +145 | 5.74% | Q1 2026 | May 07, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,289 | 103 | 0.0% | 0.0% | 238 | +391 | 20.6% | Q1 2026 | May 14, 2026 |
| Millstone Evans Group, LLC | History | No change | 2,250 | 102 | 0.06% | 0.06% | 239 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,982 | 89 | 0.0% | 0.0% | 240 | -1,476 | -42.68% | Q1 2026 | Apr 22, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 1,895 | 85 | 0.0% | 0.0% | 241 | -118 | -5.86% | Q1 2026 | Apr 21, 2026 |
| Jackson, Grant Investment Advisers, Inc. | History | No change | 1,661 | 75 | 0.03% | 0.02% | 242 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,620 | 73 | 0.03% | 0.03% | 243 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,607 | 72 | 0.0% | 0.0% | 244 | +1,007 | 167.83% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,658 | 71 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| State of Wyoming | History | New | 1,553 | 70 | 0.01% | — | 246 | +1,553 | New | Q1 2026 | May 13, 2026 |
| MATHER GROUP, LLC. | History | New | 1,528 | 69 | 0.0% | — | 247 | +1,528 | New | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,521 | 68 | 0.0% | 0.0% | 248 | +320 | 26.64% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,380 | 62 | 0.0% | 0.0% | 249 | +10 | 0.73% | Q1 2026 | May 14, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 1,400 | 60 | 0.04% | 0.04% | 250 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 1,243 | 56 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,209 | 54 | 0.0% | 0.0% | 252 | +606 | 100.5% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,031 | 46 | 0.0% | — | 253 | +1,031 | New | Q1 2026 | May 15, 2026 |
| KELLY LAWRENCE W & ASSOCIATES INC/CA | History | No change | 1,000 | 45 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 919 | 41 | 0.0% | 0.01% | 255 | -1,259 | -57.81% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 846 | 38 | 0.0% | 0.0% | 257 | +235 | 38.46% | Q1 2026 | May 13, 2026 |
| CALDWELL SUTTER CAPITAL, INC. | History | No change | 855 | 38 | 0.02% | 0.02% | 256 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 846 | 38 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 744 | 34 | 0.0% | 0.0% | 259 | +301 | 67.95% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 770 | 34 | 0.0% | 0.0% | 260 | +2 | 0.26% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | No change | 700 | 31 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Added to | 670 | 30 | 0.0% | 0.0% | 262 | +528 | 371.83% | Q1 2026 | May 12, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 672 | 30 | 0.02% | 0.01% | 264 | +67 | 11.07% | Q1 2026 | May 04, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 670 | 30 | 0.01% | 0.01% | 263 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 564 | 26 | 0.0% | 0.0% | 265 | +191 | 51.21% | Q1 2026 | May 11, 2026 |
| Tower View Wealth Management LLC | History | Added to | 535 | 24 | 0.01% | 0.01% | 266 | +4 | 0.75% | Q1 2026 | Apr 20, 2026 |
| Kemnay Advisory Services Inc. | History | New | 491 | 22 | 0.0% | — | 267 | +491 | New | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | Added to | 464 | 21 | 0.0% | 0.0% | 268 | +244 | 110.91% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 468 | 21 | 0.0% | 0.0% | 269 | +105 | 28.93% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 482 | 21 | 0.0% | 0.0% | 270 | +4 | 0.84% | Q1 2026 | Jun 02, 2026 |
| Banque Cantonale Vaudoise | History | No change | 453 | 21 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 450 | 20 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | No change | 445 | 20 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 437 | 19 | 0.0% | — | 275 | +430 | 6142.86% | Q1 2026 | May 15, 2026 |
| HM PAYSON & CO | History | No change | 420 | 19 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 386 | 18 | 0.0% | 0.0% | 277 | +158 | 69.3% | Q1 2026 | Apr 28, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 400 | 18 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Parvin Asset Management, LLC | History | No change | 400 | 18 | 0.01% | 0.01% | 278 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Reduced | 374 | 17 | 0.0% | 0.0% | 279 | -426 | -53.25% | Q1 2026 | Apr 28, 2026 |
| Arax Advisory Partners | History | Reduced | 365 | 16 | 0.0% | 0.0% | 281 | -226 | -38.24% | Q1 2026 | May 13, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 363 | 16 | 0.0% | 0.0% | 280 | -33 | -8.33% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 362 | 16 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| SIMPLEX TRADING, LLC | History | New | 326 | 14 | 0.0% | — | 283 | +326 | New | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 300 | 13 | 0.0% | 0.0% | 285 | -1,579 | -84.03% | Q1 2026 | May 08, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 290 | 13 | 0.0% | 0.0% | 286 | -1,300 | -81.76% | Q1 2026 | Apr 07, 2026 |
| CENTRAL TRUST Co | History | No change | 304 | 13 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | Reduced | 276 | 12 | 0.0% | 0.0% | 287 | -60 | -17.86% | Q1 2026 | May 11, 2026 |
| Westfuller Advisors, LLC | History | Added to | 268 | 12 | 0.01% | 0.0% | 289 | +2 | 0.75% | Q1 2026 | Apr 28, 2026 |
| Costello Asset Management, INC | History | Added to | 274 | 12 | 0.0% | 0.0% | 288 | +1 | 0.37% | Q1 2026 | Apr 30, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Added to | 248 | 11 | 0.0% | 0.0% | 290 | +9 | 3.77% | Q1 2026 | May 08, 2026 |
| Leonteq Securities AG | History | Added to | 256 | 11 | 0.0% | 0.0% | 291 | +3 | 1.19% | Q1 2026 | Apr 27, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 241 | 10 | 0.0% | 0.0% | 292 | -362 | -60.03% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 206 | 9 | 0.0% | 0.0% | 295 | -255 | -55.31% | Q1 2026 | Apr 06, 2026 |
| WealthCollab, LLC | History | New | 208 | 9 | 0.0% | — | 297 | +208 | New | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 212 | 9 | 0.0% | 0.0% | 296 | +61 | 40.4% | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 200 | 9 | 0.0% | 0.0% | 293 | -2 | -0.99% | Q1 2026 | May 01, 2026 |
| AdvisorNet Financial, Inc | History | No change | 202 | 9 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NewEdge Advisors, LLC | History | Added to | 197 | 8 | 0.0% | 0.0% | 298 | +11 | 5.91% | Q1 2026 | Jun 02, 2026 |
| True Wealth Design, LLC | History | Reduced | 140 | 6 | 0.0% | 0.0% | 300 | -156 | -52.7% | Q1 2026 | Apr 13, 2026 |
| BFSG, LLC | History | No change | 136 | 6 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EVOLUTION WEALTH MANAGEMENT INC. | History | No change | 141 | 6 | 0.0% | 0.0% | 301 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Added to | 131 | 5 | 0.0% | 0.0% | 304 | +96 | 274.29% | Q1 2026 | May 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 116 | 5 | 0.0% | 0.0% | 303 | +37 | 46.84% | Q1 2026 | Apr 24, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 116 | 5 | 0.0% | 0.0% | 302 | -3 | -2.52% | Q1 2026 | Apr 27, 2026 |
| Quarry LP | History | Reduced | 100 | 4 | 0.0% | 0.0% | 306 | -356 | -78.07% | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 90 | 4 | 0.0% | — | 307 | +90 | New | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 107 | 4 | 0.0% | 0.0% | 305 | +45 | 72.58% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 67 | 3 | 0.0% | — | 309 | +54 | 415.38% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 88 | 3 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CVA Family Office, LLC | History | New | 61 | 2 | 0.0% | — | 316 | +61 | New | Q1 2026 | Apr 29, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 54 | 2 | 0.0% | — | 310 | +51 | 1700.0% | Q1 2026 | Apr 23, 2026 |
| Bare Financial Services, Inc | History | Reduced | 45 | 2 | 0.0% | 0.0% | 314 | -44 | -49.44% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | Added to | 54 | 2 | 0.0% | 0.0% | 312 | +29 | 116.0% | Q1 2026 | Apr 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 59 | 2 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 60 | 2 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Private Wealth Management Group, LLC | History | No change | 65 | 2 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 23 | 1 | 0.0% | 0.0% | 322 | -65 | -73.86% | Q1 2026 | May 11, 2026 |
| Synergy Investment Management, LLC | History | New | 42 | 1 | 0.0% | — | 327 | +42 | New | Q1 2026 | May 14, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 32 | 1 | 0.0% | — | 325 | +32 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 31 | 1 | 0.0% | — | 326 | +31 | New | Q1 2026 | May 08, 2026 |
| Rossby Financial, LCC | History | Added to | 41 | 1 | 0.0% | — | 323 | +27 | 192.86% | Q1 2026 | May 11, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 27 | 1 | 0.0% | — | 321 | +9 | 50.0% | Q1 2026 | Apr 24, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 28 | 1 | 0.0% | 0.0% | 320 | -7 | -20.0% | Q1 2026 | Apr 20, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 40 | 1 | 0.0% | 0.0% | 317 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 36 | 1 | 0.0% | 0.0% | 318 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Westside Investment Management, Inc. | History | No change | 26 | 1 | 0.0% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Boreal Capital Management LLC | History | No change | 34 | 1 | 0.0% | 0.0% | 324 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.08% | — | -238,840 | -100.0% | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -179,202 | -100.0% | Q1 2026 | May 11, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -40,192 | -100.0% | Q1 2026 | May 15, 2026 |
| Zimmer Partners, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -38,500 | -100.0% | Q1 2026 | May 15, 2026 |
| Maven Securities LTD | History | Closed out | 0 | 0 | — | 0.03% | — | -27,611 | -100.0% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.05% | — | -27,119 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -26,758 | -100.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -20,821 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,298 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.09% | — | -12,606 | -100.0% | Q1 2026 | May 12, 2026 |
| BANQUE PICTET & CIE SA | History | Closed out | 0 | 0 | — | 0.0% | — | -9,152 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Corient Private Wealth LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,120 | -100.0% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,011 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.05% | — | -8,815 | -100.0% | Q1 2026 | May 13, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.2% | — | -7,764 | -100.0% | Q1 2026 | Apr 23, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -6,900 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,756 | -100.0% | Q1 2026 | May 11, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,257 | -100.0% | Q1 2026 | May 14, 2026 |
| Meeder Advisory Services, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,261 | -100.0% | Q1 2026 | May 07, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,077 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -929 | -100.0% | Q1 2026 | May 13, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -600 | -100.0% | Q1 2026 | May 12, 2026 |
| MCF Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 11, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -73 | -100.0% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 18 | 0 | — | 0.0% | — | -34 | -65.38% | Q1 2026 | May 07, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | May 06, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -21 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Signature Equity Partners, LLC | History | Closed out | 0 | 0 | — | — | — | -20 | -100.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 17 | 0 | — | 0.0% | — | -9 | -34.62% | Q1 2026 | May 15, 2026 |
| Wall Street Financial Group, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 05, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | Apr 21, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | Apr 17, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 10 | 0 | — | — | — | +4 | 66.67% | Q1 2026 | Apr 14, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 08, 2026 |
| Private Wealth Asset Management, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | Reduced | 22 | 0 | — | — | — | -1 | -4.35% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 14, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Covestor Ltd | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hughes Financial Services, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |