DAILY JOURNAL CORP - DJCO
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| RWWM, Inc. | History | Reduced | 360,560 | 173,912 | 12.7% | 12.32% | 1 | -7,296 | -1.98% | Q1 2026 | May 04, 2026 |
| VANGUARD GROUP INC | History | No change | 102,622 | 50,009 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 94,163 | 45,418 | 0.0% | 0.0% | 3 | -3,641 | -3.72% | Q1 2026 | May 13, 2026 |
| AltraVue Capital, LLC | History | Reduced | 50,486 | 24,351 | 2.1% | 2.68% | 4 | -16,333 | -24.44% | Q1 2026 | May 13, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 41,873 | 20,197 | 2.48% | 4.02% | 5 | -23,691 | -36.13% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 41,338 | 19,938 | 0.02% | 0.02% | 6 | +1 | 0.0% | Q1 2026 | May 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 40,193 | 19,386 | 0.0% | — | 7 | +40,193 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 39,772 | 19,183 | 0.0% | — | 8 | +39,772 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 37,120 | 17,904 | 0.01% | 0.0% | 9 | +21,923 | 144.26% | Q1 2026 | May 12, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 34,846 | 16,809 | 0.0% | 0.0% | 10 | -1,176 | -3.26% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 32,599 | 15,723 | 0.0% | 0.0% | 11 | -1,444 | -4.24% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 30,064 | 14,502 | 0.0% | 0.0% | 12 | -217 | -0.72% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 16,097 | 7,764 | 0.0% | 0.01% | 13 | -7,832 | -32.73% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 14,828 | 7,152 | 0.0% | 0.0% | 14 | -8,519 | -36.49% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 14,292 | 6,893 | 0.0% | — | 15 | +14,292 | New | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 13,371 | 6,449 | 0.01% | 0.01% | 16 | +520 | 4.05% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 12,096 | 5,834 | 0.0% | 0.0% | 17 | +492 | 4.24% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 11,971 | 5,774 | 0.0% | 0.0% | 18 | +4,077 | 51.65% | Q1 2026 | May 15, 2026 |
| Aquamarine Zurich AG | History | No change | 11,500 | 5,547 | 4.1% | 3.8% | 19 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Legato Capital Management LLC | History | Reduced | 10,679 | 5,150 | 0.47% | 0.6% | 20 | -3,538 | -24.89% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 10,160 | 4,900 | 0.01% | 0.01% | 21 | -3,293 | -24.48% | Q1 2026 | May 06, 2026 |
| XTX Topco Ltd | History | Added to | 9,852 | 4,752 | 0.08% | 0.01% | 22 | +8,745 | 789.97% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 9,245 | 4,459 | 0.0% | 0.0% | 23 | +113 | 1.24% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | New | 8,644 | 4,169 | 0.0% | — | 24 | +8,644 | New | Q1 2026 | May 04, 2026 |
| UBS Group AG | History | Reduced | 8,374 | 4,039 | 0.0% | 0.0% | 25 | -4,076 | -32.74% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 8,333 | 4,019 | 0.0% | 0.0% | 26 | -112 | -1.33% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 7,178 | 3,462 | 0.13% | 0.12% | 27 | -300 | -4.01% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | New | 6,888 | 3,322 | 0.1% | — | 28 | +6,888 | New | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | No change | 6,575 | 3,171 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 6,569 | 3,168 | 0.0% | — | 30 | +6,569 | New | Q1 2026 | May 08, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,400 | 3,086 | 0.07% | 0.07% | 31 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Quadrature Capital Ltd | History | New | 6,343 | 3,059 | 0.04% | — | 32 | +6,343 | New | Q1 2026 | May 15, 2026 |
| Caprock Group, LLC | History | Added to | 5,578 | 2,690 | 0.07% | 0.06% | 33 | +20 | 0.36% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Reduced | 4,897 | 2,362 | 0.0% | 0.0% | 34 | -24 | -0.49% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 4,367 | 2,106 | 0.0% | 0.0% | 35 | -3,921 | -47.31% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 4,232 | 2,041 | 0.0% | — | 36 | +4,232 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 3,827 | 1,845 | 0.0% | 0.0% | 37 | -61 | -1.57% | Q1 2026 | May 05, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,627 | 1,749 | 0.0% | 0.0% | 38 | +552 | 17.95% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 3,601 | 1,736 | 0.0% | 0.0% | 39 | -7 | -0.19% | Q1 2026 | May 15, 2026 |
| CWA Asset Management Group, LLC | History | New | 3,396 | 1,638 | 0.06% | — | 40 | +3,396 | New | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 3,139 | 1,514 | 0.0% | 0.0% | 41 | +25 | 0.8% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 2,703 | 1,303 | 0.0% | 0.0% | 42 | +1,893 | 233.7% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 2,628 | 1,267 | 0.0% | 0.0% | 43 | +2,278 | 650.86% | Q1 2026 | May 11, 2026 |
| Swiss National Bank | History | No change | 2,542 | 1,226 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 2,221 | 1,089 | 0.0% | 0.0% | 45 | +380 | 20.64% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 2,174 | 1,048 | 0.0% | 0.0% | 46 | +5 | 0.23% | Q1 2026 | Apr 30, 2026 |
| EVERETT HARRIS & CO /CA/ | History | Reduced | 2,100 | 1,012 | 0.01% | 0.01% | 47 | -239 | -10.22% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 1,860 | 897 | 0.0% | 0.0% | 48 | +1,408 | 311.5% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 1,775 | 856 | 0.0% | 0.0% | 49 | +5 | 0.28% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 1,696 | 818 | 0.01% | — | 50 | +1,696 | New | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 1,617 | 779 | 0.0% | 0.0% | 51 | -32 | -1.94% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | New | 1,614 | 778 | 0.0% | — | 52 | +1,614 | New | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | No change | 1,600 | 771 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 1,374 | 662 | 0.0% | 0.0% | 54 | -867 | -38.69% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 1,370 | 660 | 0.0% | 0.0% | 55 | +344 | 33.53% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 1,200 | 584 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 1,184 | 571 | 0.0% | 0.0% | 57 | -10 | -0.84% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,135 | 547 | 0.0% | 0.0% | 58 | +528 | 86.99% | Q1 2026 | May 15, 2026 |
| FORA Capital, LLC | History | New | 1,120 | 538 | 0.04% | — | 59 | +1,120 | New | Q1 2026 | May 14, 2026 |
| AE Wealth Management LLC | History | New | 1,081 | 521 | 0.0% | — | 60 | +1,081 | New | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | New | 1,043 | 503 | 0.0% | — | 62 | +1,043 | New | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | No change | 1,044 | 503 | 0.03% | 0.03% | 61 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Invesco Ltd. | History | Added to | 1,039 | 501 | 0.0% | 0.0% | 63 | +29 | 2.87% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 1,017 | 490 | 0.0% | 0.0% | 64 | +225 | 28.41% | Q1 2026 | May 06, 2026 |
| Point72 Asset Management, L.P. | History | New | 981 | 473 | 0.0% | — | 65 | +981 | New | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 973 | 469 | 0.0% | 0.0% | 66 | -287 | -22.78% | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 967 | 466 | 0.0% | — | 68 | +967 | New | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 966 | 466 | 0.0% | 0.0% | 67 | +191 | 24.65% | Q1 2026 | May 15, 2026 |
| Capital Advantage, Inc. | History | Reduced | 956 | 461 | 0.06% | 0.09% | 69 | -430 | -31.02% | Q1 2026 | Apr 10, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 920 | 443 | 0.01% | — | 71 | +920 | New | Q1 2026 | Apr 27, 2026 |
| SHAYNE & JACOBS, LLC | History | Reduced | 919 | 443 | 0.14% | 0.16% | 70 | -150 | -14.03% | Q1 2026 | Apr 28, 2026 |
| Headlands Technologies LLC | History | New | 894 | 431 | 0.05% | — | 72 | +894 | New | Q1 2026 | May 13, 2026 |
| AVIVA PLC | History | Reduced | 892 | 430 | 0.0% | 0.0% | 73 | -155 | -14.8% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 843 | 406 | 0.0% | — | 74 | +843 | New | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 712 | 343 | 0.01% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 696 | 335 | 0.0% | 0.0% | 76 | +21 | 3.11% | Q1 2026 | May 14, 2026 |
| Mraz, Amerine & Associates, Inc. | History | No change | 689 | 332 | 0.05% | 0.05% | 77 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Verdad Advisers, LP | History | New | 679 | 327 | 0.37% | — | 78 | +679 | New | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 674 | 325 | 0.01% | — | 79 | +674 | New | Q1 2026 | May 13, 2026 |
| EQUITABLE TRUST CO | History | No change | 666 | 321 | 0.01% | 0.01% | 80 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Entropy Technologies, LP | History | Added to | 660 | 318 | 0.01% | 0.01% | 81 | +120 | 22.22% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 640 | 308 | 0.0% | 0.0% | 82 | -965 | -60.12% | Q1 2026 | May 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 600 | 289 | 0.0% | 0.0% | 83 | -10,837 | -94.75% | Q1 2026 | May 18, 2026 |
| Centiva Capital, LP | History | New | 600 | 289 | 0.0% | — | 84 | +600 | New | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 575 | 277 | 0.0% | 0.0% | 85 | -39 | -6.35% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 562 | 271 | 0.0% | 0.0% | 86 | -39 | -6.49% | Q1 2026 | May 15, 2026 |
| Blueshift Asset Management, LLC | History | New | 517 | 249 | 0.08% | — | 87 | +517 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 501 | 241 | 0.0% | 0.0% | 88 | +26 | 5.47% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 463 | 223 | 0.0% | 0.0% | 89 | -60 | -11.47% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 445 | 214 | 0.0% | 0.0% | 90 | -4,078 | -90.16% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 391 | 188 | 0.0% | — | 91 | +391 | New | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 339 | 163 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 321 | 154 | 0.0% | 0.0% | 93 | -88 | -21.52% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 304 | 146 | 0.0% | — | 94 | +304 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 300 | 144 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BARCLAYS PLC | History | Reduced | 297 | 143 | 0.0% | 0.0% | 96 | -1,669 | -84.89% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 277 | 134 | 0.01% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STRS OHIO | History | Added to | 200 | 96 | 0.0% | 0.0% | 98 | +100 | 100.0% | Q1 2026 | Apr 24, 2026 |
| HM PAYSON & CO | History | Reduced | 175 | 84 | 0.0% | 0.0% | 99 | -420 | -70.59% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Added to | 158 | 76 | 0.0% | 0.0% | 100 | +16 | 11.27% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | No change | 153 | 73 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 107 | 51 | 0.0% | 0.0% | 102 | +1 | 0.94% | Q1 2026 | Jun 02, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 105 | 50 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 68 | 32 | 0.01% | 0.03% | 105 | -158 | -69.91% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 67 | 32 | 0.0% | 0.0% | 104 | +51 | 318.75% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 63 | 30 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 60 | 28 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 32 | 15 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 28 | 13 | 0.0% | 0.0% | 109 | +10 | 55.56% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 25 | 12 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 25 | 12 | 0.0% | 0.0% | 111 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| GAMMA Investing LLC | History | Added to | 23 | 11 | 0.0% | 0.0% | 112 | +12 | 109.09% | Q1 2026 | Apr 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 17 | 8 | 0.0% | — | 115 | +17 | New | Q1 2026 | May 07, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 16 | 8 | 0.0% | — | 114 | +16 | New | Q1 2026 | Apr 28, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 17 | 8 | 0.0% | 0.0% | 113 | +13 | 325.0% | Q1 2026 | May 11, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 15 | 7 | 0.0% | 0.0% | 118 | +9 | 150.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 15 | 7 | 0.0% | 0.0% | 117 | -7 | -31.82% | Q1 2026 | Apr 22, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 16 | 7 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 13 | 6 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 10 | 4 | 0.0% | 0.0% | 122 | +3 | 42.86% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | No change | 9 | 4 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 10 | 4 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Optiver Holding B.V. | History | Reduced | 8 | 3 | 0.0% | 0.0% | 123 | -4 | -33.33% | Q1 2026 | Jun 02, 2026 |
| Essential Partners LLC | History | Added to | 5 | 2 | 0.0% | 0.0% | 124 | +1 | 25.0% | Q1 2026 | May 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 3 | 1 | 0.0% | — | 127 | +3 | New | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 3 | 1 | 0.0% | — | 125 | +2 | 200.0% | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Reduced | 1 | 1 | 0.0% | 0.0% | 126 | -1 | -50.0% | Q1 2026 | May 05, 2026 |
| STIFEL FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,332 | -100.0% | Q1 2026 | May 12, 2026 |
| Virtu Financial LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,244 | -100.0% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -783 | -100.0% | Q1 2026 | May 15, 2026 |
| Metis Global Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -518 | -100.0% | Q1 2026 | May 07, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -459 | -100.0% | Q1 2026 | May 15, 2026 |
| Composition Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -440 | -100.0% | Q1 2026 | Apr 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -435 | -100.0% | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -414 | -100.0% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -60 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -40 | -100.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1 | 0 | — | 0.0% | — | -34 | -97.14% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 27, 2026 |
| Farther Finance Advisors, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 07, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| SIGNATUREFD, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Blue Trust, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |