Viant Technology Inc. - DSP
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Added to | 1,347,163 | 15,088 | 0.87% | 0.81% | 1 | +190,248 | 16.44% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 1,104,598 | 12,371 | 0.0% | 0.0% | 2 | -75,098 | -6.37% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 976,685 | 11,759 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 1,008,043 | 11,290 | 0.11% | 0.11% | 4 | +96,000 | 10.53% | Q1 2026 | May 12, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 671,831 | 7,524 | 0.0% | — | 5 | +671,831 | New | Q1 2026 | May 15, 2026 |
| Potomac Capital Management, Inc. | History | Added to | 532,636 | 5,965 | 5.19% | 4.62% | 6 | +54,886 | 11.49% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 441,800 | 4,948 | 0.01% | 0.01% | 7 | -52,000 | -10.53% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 377,947 | 4,234 | 0.0% | 0.0% | 8 | +3,070 | 0.82% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 312,765 | 3,502 | 0.0% | 0.0% | 9 | +6,570 | 2.15% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 304,186 | 3,306 | 0.0% | 0.0% | 10 | +193,244 | 174.18% | Q1 2026 | May 13, 2026 |
| Invenomic Capital Management LP | History | Added to | 276,890 | 3,101 | 0.14% | 0.13% | 11 | +48,674 | 21.33% | Q1 2026 | May 15, 2026 |
| G2 Investment Partners Management LLC | History | New | 256,183 | 2,869 | 0.71% | — | 12 | +256,183 | New | Q1 2026 | May 15, 2026 |
| Norwood Investment Partners, LP | History | Added to | 220,000 | 2,464 | 3.79% | 1.34% | 13 | +121,489 | 123.33% | Q1 2026 | May 14, 2026 |
| Topline Capital Management, LLC | History | Reduced | 193,886 | 2,171 | 0.36% | 0.4% | 14 | -175,073 | -47.45% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 185,915 | 2,082 | 0.0% | 0.0% | 15 | -17,244 | -8.49% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 181,976 | 2,038 | 0.0% | 0.0% | 16 | +4,638 | 2.62% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 178,757 | 2,002 | 0.0% | — | 17 | +178,757 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 167,255 | 1,873 | 0.0% | 0.0% | 18 | +7,520 | 4.71% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 159,737 | 1,785 | 0.0% | 0.0% | 19 | +12,818 | 8.72% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Reduced | 147,448 | 1,651 | 0.01% | 0.02% | 20 | -16,553 | -10.09% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 145,919 | 1,634 | 0.0% | 0.0% | 21 | -2,084 | -1.41% | Q1 2026 | May 07, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 139,659 | 1,564 | 0.0% | 0.0% | 22 | -6,848 | -4.67% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 124,856 | 1,398 | 0.0% | — | 23 | +124,856 | New | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 123,868 | 1,387 | 0.0% | 0.0% | 24 | +51,996 | 72.35% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 119,849 | 1,342 | 0.0% | 0.0% | 25 | -28,992 | -19.48% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 110,696 | 1,239 | 0.0% | — | 26 | +110,696 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 109,667 | 1,228 | 0.0% | 0.0% | 27 | +10,487 | 10.57% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 103,977 | 1,164 | 0.18% | 0.19% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 99,599 | 1,115 | 0.0% | 0.0% | 29 | -330,394 | -76.84% | Q1 2026 | May 15, 2026 |
| NANO CAP NEW MILLENNIUM GROWTH FUND L P | History | Added to | 92,500 | 1,036 | 0.97% | 0.74% | 30 | +20,000 | 27.59% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 91,848 | 1,029 | 0.08% | 0.1% | 31 | -15,095 | -14.11% | Q1 2026 | Apr 28, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 82,909 | 928 | 0.0% | 0.0% | 32 | -31,140 | -27.3% | Q1 2026 | May 15, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 64,195 | 718 | 0.01% | — | 33 | +64,195 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 62,409 | 698 | 0.0% | 0.0% | 34 | +28,052 | 81.65% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | New | 59,000 | 660 | 0.0% | — | 35 | +59,000 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 55,595 | 622 | 0.0% | 0.0% | 36 | -23,100 | -29.35% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 55,426 | 620 | 0.0% | 0.0% | 37 | +25,747 | 86.75% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 55,121 | 617 | 0.0% | 0.0% | 38 | +1,251 | 2.32% | Q1 2026 | May 05, 2026 |
| Divisadero Street Capital Management, LP | History | New | 49,445 | 553 | 0.02% | — | 39 | +49,445 | New | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 49,266 | 551 | 0.0% | 0.0% | 40 | -8,304 | -14.42% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 44,149 | 494 | 0.0% | 0.0% | 41 | -3,234 | -6.83% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 43,924 | 491 | 0.0% | 0.0% | 42 | -1,768 | -3.87% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 43,240 | 484 | 0.0% | 0.0% | 43 | -3,896 | -8.27% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 39,197 | 439 | 0.0% | 0.0% | 44 | +3,989 | 11.33% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 36,300 | 437 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 38,713 | 433 | 0.0% | 0.0% | 46 | -34,302 | -46.98% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 38,187 | 428 | 0.03% | 0.06% | 47 | -15,316 | -28.63% | Q1 2026 | May 08, 2026 |
| Engineers Gate Manager LP | History | Added to | 37,541 | 420 | 0.01% | 0.0% | 48 | +22,566 | 150.69% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 36,361 | 407 | 0.0% | — | 49 | +36,361 | New | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 31,701 | 355 | 0.06% | — | 50 | +31,701 | New | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 31,370 | 351 | 0.0% | 0.0% | 51 | -24,605 | -43.96% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | New | 28,600 | 320 | 0.01% | — | 52 | +28,600 | New | Q1 2026 | May 04, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 28,276 | 318 | 0.0% | 0.0% | 53 | +326 | 1.17% | Q1 2026 | Apr 30, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 27,600 | 309 | 0.0% | 0.0% | 54 | -67,121 | -70.86% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 27,078 | 303 | 0.0% | 0.0% | 55 | +139 | 0.52% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 23,110 | 278 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 22,227 | 248 | 0.0% | — | 57 | +22,227 | New | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 21,828 | 244 | 0.0% | 0.0% | 58 | -547 | -2.44% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 21,200 | 237 | 0.0% | 0.0% | 59 | -126,587 | -85.66% | Q1 2026 | May 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 20,048 | 224 | 0.01% | — | 60 | +20,048 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 19,325 | 216 | 0.0% | — | 61 | +19,325 | New | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 19,122 | 214 | 0.0% | 0.0% | 62 | -409 | -2.09% | Q1 2026 | May 13, 2026 |
| Emerald Investment Advisers, LLC | History | New | 18,840 | 211 | 0.02% | — | 63 | +18,840 | New | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 15,902 | 191 | 0.01% | 0.01% | 64 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 16,478 | 184 | 0.08% | — | 65 | +16,478 | New | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 12,919 | 144 | 0.0% | — | 66 | +12,919 | New | Q1 2026 | May 15, 2026 |
| nVerses Capital, LLC | History | Reduced | 11,959 | 133 | 0.12% | 0.34% | 67 | -760 | -5.98% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Reduced | 11,835 | 132 | 0.0% | 0.01% | 68 | -9,098 | -43.46% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 11,081 | 124 | 0.0% | 0.0% | 69 | -57,309 | -83.8% | Q1 2026 | May 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | New | 10,405 | 116 | 0.0% | — | 70 | +10,405 | New | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | New | 10,298 | 115 | 0.0% | — | 72 | +10,298 | New | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 10,241 | 115 | 0.0% | — | 71 | +10,241 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 10,230 | 114 | 0.0% | 0.0% | 73 | -15 | -0.15% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 8,900 | 99 | 0.0% | 0.0% | 74 | +141 | 1.61% | Q1 2026 | May 14, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 8,617 | 96 | 0.01% | — | 75 | +8,617 | New | Q1 2026 | May 07, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,098 | 90 | 0.0% | — | 76 | +8,098 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,074 | 79 | 0.0% | 0.0% | 77 | +170 | 2.46% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 5,541 | 62 | 0.0% | 0.0% | 78 | -10,726 | -65.94% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,366 | 60 | 0.0% | 0.0% | 79 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| FMR LLC | History | Added to | 5,106 | 57 | 0.0% | 0.0% | 80 | +327 | 6.84% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 5,000 | 56 | 0.0% | 0.0% | 81 | -3,000 | -37.5% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,018 | 56 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 4,726 | 52 | 0.0% | 0.0% | 84 | +84 | 1.81% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,728 | 52 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 3,174 | 36 | 0.0% | 0.0% | 85 | -1,128 | -26.22% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,169 | 35 | 0.0% | 0.0% | 86 | -2,088 | -39.72% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 3,017 | 33 | 0.0% | 0.0% | 87 | +6 | 0.2% | Q1 2026 | Apr 07, 2026 |
| CWM, LLC | History | Added to | 2,912 | 32 | 0.0% | 0.0% | 88 | +119 | 4.26% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 2,126 | 23 | 0.0% | 0.0% | 89 | +1,403 | 194.05% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,886 | 21 | 0.0% | 0.0% | 90 | -755 | -28.59% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,724 | 19 | 0.0% | 0.0% | 91 | +465 | 36.93% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,691 | 18 | 0.0% | 0.0% | 92 | +1,036 | 158.17% | Q1 2026 | Apr 06, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,602 | 17 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 1,595 | 17 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CITIGROUP INC | History | Added to | 1,491 | 16 | 0.0% | 0.0% | 95 | +425 | 39.87% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 1,373 | 15 | 0.0% | 0.0% | 96 | -218 | -13.7% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 917 | 10 | 0.0% | 0.0% | 97 | +705 | 332.55% | Q1 2026 | Apr 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 805 | 9 | 0.0% | 0.0% | 98 | -111 | -12.12% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 760 | 8 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Private Wealth Management Group, LLC | History | No change | 647 | 7 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ASSETMARK, INC | History | No change | 570 | 6 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 341 | 4 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | New | 341 | 3 | 0.0% | — | 103 | +341 | New | Q1 2026 | May 01, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 135 | 1 | 0.0% | 0.01% | 109 | -2,417 | -94.71% | Q1 2026 | May 11, 2026 |
| Optiver Holding B.V. | History | Reduced | 144 | 1 | 0.0% | 0.0% | 107 | -128 | -47.06% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 161 | 1 | 0.0% | — | 104 | +91 | 130.0% | Q1 2026 | May 08, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 91 | 1 | 0.0% | — | 106 | +86 | 1720.0% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 99 | 1 | 0.0% | 0.0% | 105 | +11 | 12.5% | Q1 2026 | Apr 22, 2026 |
| Covestor Ltd | History | No change | 81 | 1 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -71,586 | -100.0% | Q1 2026 | May 04, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -30,700 | -100.0% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -30,400 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -16,921 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -13,643 | -100.0% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,250 | -100.0% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,340 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,668 | -100.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,632 | -100.0% | Q1 2026 | May 14, 2026 |
| Aspect Partners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -735 | -100.0% | Q1 2026 | Apr 02, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -467 | -100.0% | Q1 2026 | May 08, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -325 | -100.0% | Q1 2026 | May 05, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -106 | -100.0% | Q1 2026 | May 13, 2026 |
| Marquette Asset Management, LLC | History | New | 49 | 0 | — | — | — | +49 | New | Q1 2026 | Apr 23, 2026 |
| Root Financial Partners, LLC | History | New | 37 | 0 | — | — | — | +37 | New | Q1 2026 | Apr 24, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 30 | 0 | — | — | — | +30 | New | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Reduced | 57 | 0 | — | — | — | -11 | -16.18% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 15, 2026 |
| Transamerica Financial Advisors, LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 12 | 0 | — | — | — | +3 | 33.33% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 9 | 0 | — | — | — | -3 | -25.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 21 | 0 | — | — | — | -1 | -4.55% | Q1 2026 | May 07, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 19 | 0 | — | — | — | +1 | 5.56% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | No change | 79 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Fortitude Family Office, LLC | History | No change | 58 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Smartleaf Asset Management LLC | History | No change | 59 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | No change | 78 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |