FIRST MERCHANTS CORP - FRME
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 5,983,901 | 224,276 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 4,899,356 | 189,752 | 0.0% | 0.0% | 2 | +255,670 | 5.51% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 3,596,017 | 139,272 | 0.03% | 0.03% | 3 | +277,977 | 8.38% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,359,034 | 130,095 | 0.01% | — | 4 | +3,359,034 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,730,611 | 105,756 | 0.0% | — | 5 | +2,730,611 | New | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,255,590 | 87,359 | 0.36% | 0.37% | 6 | -54,782 | -2.37% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 2,239,768 | 86,746 | 0.0% | 0.0% | 7 | +264,795 | 13.41% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,573,781 | 60,965 | 0.0% | 0.0% | 8 | +141,941 | 9.91% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,137,185 | 44,043 | 0.01% | 0.0% | 9 | +207,941 | 22.38% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 1,043,323 | 40,407 | 0.01% | 0.01% | 10 | -14,924 | -1.41% | Q1 2026 | Apr 30, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,007,235 | 39,010 | 0.01% | 0.0% | 11 | +907,856 | 913.53% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 994,995 | 38,536 | 0.02% | 0.02% | 12 | +38,798 | 4.06% | Q1 2026 | May 15, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 861,995 | 33,385 | 0.77% | 0.69% | 13 | +83,667 | 10.75% | Q1 2026 | May 13, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 789,882 | 30,592 | 0.1% | 0.08% | 14 | +25,978 | 3.4% | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 759,670 | 29,422 | 0.01% | 0.01% | 15 | -4,466 | -0.58% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 725,259 | 28,089 | 0.02% | 0.02% | 16 | +9,771 | 1.37% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 719,425 | 27,863 | 0.0% | 0.0% | 17 | +37,537 | 5.5% | Q1 2026 | May 15, 2026 |
| FJ Capital Management LLC | History | Added to | 711,425 | 27,553 | 3.1% | 2.62% | 18 | +77,757 | 12.27% | Q1 2026 | May 15, 2026 |
| PL Capital Advisors, LLC | History | No change | 686,333 | 26,581 | 8.02% | 8.11% | 19 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NORTHERN TRUST CORP | History | Added to | 653,359 | 25,304 | 0.0% | 0.0% | 20 | +86,973 | 15.36% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 650,399 | 25,189 | 0.03% | 0.02% | 21 | +22,640 | 3.61% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 546,322 | 21,159 | 0.08% | 0.08% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | Reduced | 525,158 | 20,339 | 0.77% | 0.74% | 23 | -9,581 | -1.79% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 529,718 | 20,208 | 0.0% | 0.0% | 24 | -75,709 | -12.51% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 433,049 | 16,771 | 0.01% | 0.01% | 25 | -4,229 | -0.97% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 405,552 | 15,707 | 0.01% | 0.0% | 26 | +340,213 | 520.69% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 404,991 | 15,685 | 0.01% | 0.01% | 27 | +23,689 | 6.21% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 399,116 | 15,457 | 0.0% | — | 28 | +399,116 | New | Q1 2026 | May 08, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 396,222 | 15,345 | 0.31% | 0.31% | 29 | +5,617 | 1.44% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 370,935 | 14,366 | 0.0% | 0.0% | 30 | +65,117 | 21.29% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 349,099 | 13,520 | 0.01% | 0.01% | 31 | +2,343 | 0.68% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Reduced | 348,861 | 13,511 | 0.0% | 0.0% | 32 | -26,415 | -7.04% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 344,643 | 13,175 | 0.0% | 0.0% | 33 | -65,380 | -15.95% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 328,936 | 12,739 | 0.01% | 0.01% | 34 | -28,490 | -7.97% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 328,017 | 12,704 | 0.04% | 0.04% | 35 | -5,579 | -1.67% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 315,967 | 12,237 | 0.06% | 0.06% | 36 | +1,393 | 0.44% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 302,502 | 11,337 | 0.0% | 0.0% | 37 | +234,345 | 343.83% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 243,276 | 9,422 | 0.0% | 0.0% | 38 | +77,155 | 46.45% | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 238,186 | 9,224 | 0.05% | 0.05% | 39 | -22,535 | -8.64% | Q1 2026 | May 26, 2026 |
| MORGAN STANLEY | History | Reduced | 226,659 | 8,778 | 0.0% | 0.0% | 40 | -64,549 | -22.17% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 223,027 | 8,637 | 0.06% | — | 41 | +223,027 | New | Q1 2026 | May 14, 2026 |
| Phocas Financial Corp. | History | Reduced | 212,220 | 8,219 | 1.29% | 1.32% | 42 | -59,261 | -21.83% | Q1 2026 | Apr 30, 2026 |
| DENALI ADVISORS LLC | History | No change | 205,200 | 7,947 | 0.88% | 0.85% | 43 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 201,524 | 7,805 | 0.0% | 0.0% | 44 | +117,146 | 138.83% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 174,599 | 6,762 | 0.0% | 0.0% | 45 | -44,326 | -20.25% | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Added to | 174,146 | 6,744 | 0.01% | 0.01% | 46 | +4,980 | 2.94% | Q1 2026 | Apr 24, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 155,213 | 6,011 | 0.0% | 0.0% | 47 | +113,113 | 268.68% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 147,699 | 5,720 | 0.01% | 0.0% | 48 | +36,563 | 32.9% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 144,069 | 5,579 | 0.0% | 0.0% | 49 | +83,989 | 139.8% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Reduced | 131,851 | 5,106 | 0.0% | 0.0% | 50 | -33,367 | -20.2% | Q1 2026 | May 05, 2026 |
| LYNCH & ASSOCIATES/IN | History | New | 130,000 | 5,034 | 0.95% | — | 51 | +130,000 | New | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 124,713 | 4,830 | 0.0% | 0.0% | 52 | +12,702 | 11.34% | Q1 2026 | May 04, 2026 |
| Swiss National Bank | History | Added to | 124,162 | 4,808 | 0.0% | 0.0% | 53 | +10,100 | 8.85% | Q1 2026 | May 07, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 121,255 | 4,696 | 0.17% | 0.15% | 54 | -11,669 | -8.78% | Q1 2026 | Apr 23, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 117,441 | 4,507 | 0.0% | 0.0% | 55 | -4,129 | -3.4% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 114,475 | 4,433 | 0.0% | 0.0% | 56 | +6 | 0.01% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 112,110 | 4,342 | 0.01% | 0.01% | 57 | +2,720 | 2.49% | Q1 2026 | May 06, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 108,713 | 4,210 | 0.03% | 0.03% | 58 | +15,389 | 16.49% | Q1 2026 | May 11, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 105,259 | 4,076 | 0.02% | 0.0% | 59 | +95,122 | 938.36% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 104,637 | 4,052 | 0.0% | 0.0% | 60 | -600 | -0.57% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 104,585 | 4,050 | 0.01% | 0.0% | 61 | -595 | -0.57% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 103,293 | 4,000 | 0.0% | 0.0% | 62 | +23,855 | 30.03% | Q1 2026 | May 12, 2026 |
| Curi Capital, LLC | History | Added to | 98,347 | 3,808 | 0.07% | 0.06% | 63 | +13 | 0.01% | Q1 2026 | May 15, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | Added to | 97,500 | 3,776 | 1.46% | 1.05% | 64 | +2,500 | 2.63% | Q1 2026 | May 15, 2026 |
| OneAscent Financial Services LLC | History | Reduced | 95,331 | 3,692 | 0.2% | 0.47% | 65 | -40,738 | -29.94% | Q1 2026 | Apr 21, 2026 |
| Petiole USA ltd | History | No change | 94,047 | 3,642 | 2.55% | 2.28% | 66 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Added to | 92,693 | 3,590 | 0.36% | 0.3% | 67 | +26,478 | 39.99% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 89,763 | 3,476 | 0.0% | 0.0% | 68 | +34,085 | 61.22% | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 87,816 | 3,401 | 0.3% | 0.16% | 69 | -7,060 | -7.44% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 84,505 | 3,272 | 0.0% | 0.0% | 70 | +2,299 | 2.8% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 84,083 | 3,256 | 0.0% | 0.0% | 71 | +2,170 | 2.65% | Q1 2026 | May 12, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 84,049 | 3,255 | 0.06% | 0.01% | 72 | +75,579 | 892.31% | Q1 2026 | Apr 27, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 83,913 | 3,249 | 0.0% | 0.0% | 73 | +8,374 | 11.09% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 81,434 | 3,154 | 0.0% | 0.0% | 74 | +13,647 | 20.13% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 78,165 | 3,027 | 0.0% | 0.0% | 75 | +65,872 | 535.85% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 77,956 | 3,019 | 0.0% | 0.0% | 76 | -2,131 | -2.66% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 77,143 | 2,987 | 0.0% | 0.0% | 77 | +39,295 | 103.82% | Q1 2026 | May 11, 2026 |
| First Financial Bank - Trust Division | History | No change | 75,779 | 2,934 | 0.24% | 0.23% | 78 | 0 | 0.0% | Q1 2026 | Apr 01, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 72,064 | 2,791 | 2.73% | 2.5% | 79 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Inspire Advisors, LLC | History | Reduced | 71,916 | 2,785 | 0.23% | 0.27% | 80 | -6,165 | -7.9% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 70,839 | 2,743 | 0.0% | 0.0% | 81 | +16,873 | 31.27% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 70,413 | 2,727 | 0.0% | 0.0% | 82 | -1,571 | -2.18% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 70,397 | 2,726 | 0.0% | 0.0% | 83 | +6,314 | 9.85% | Q1 2026 | May 04, 2026 |
| AlphaQuest LLC | History | No change | 72,395 | 2,713 | 0.15% | 0.15% | 84 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 67,634 | 2,619 | 0.32% | 0.32% | 85 | -805 | -1.18% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Added to | 67,168 | 2,601 | 0.01% | 0.0% | 86 | +33,531 | 99.68% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Added to | 64,324 | 2,491 | 0.0% | 0.0% | 87 | +17,695 | 37.95% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 57,523 | 2,326 | 0.13% | 0.06% | 88 | +32,877 | 133.4% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 59,661 | 2,310 | 0.0% | 0.0% | 89 | +10,499 | 21.36% | Q1 2026 | May 06, 2026 |
| Atom Investors LP | History | Added to | 59,404 | 2,300 | 0.16% | 0.11% | 90 | +21,546 | 56.91% | Q1 2026 | May 15, 2026 |
| Round Hill Asset Management | History | New | 58,496 | 2,265 | 1.48% | — | 91 | +58,496 | New | Q1 2026 | May 14, 2026 |
| BridgePort Financial Solutions, LLC | History | No change | 58,107 | 2,250 | 0.64% | 0.58% | 92 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 54,271 | 2,101 | 0.0% | — | 93 | +54,271 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 53,415 | 2,068 | 0.08% | 0.03% | 94 | +33,619 | 169.83% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 51,042 | 1,976 | 0.0% | 0.0% | 95 | +6,585 | 14.81% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 50,922 | 1,972 | 0.01% | 0.01% | 96 | +76 | 0.15% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 48,652 | 1,884 | 0.0% | — | 97 | +48,652 | New | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 47,182 | 1,827 | 0.0% | 0.0% | 98 | -7,560 | -13.81% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 44,496 | 1,723 | 0.0% | 0.0% | 99 | -66,468 | -59.9% | Q1 2026 | May 14, 2026 |
| Vest Financial, LLC | History | Added to | 41,609 | 1,611 | 0.02% | 0.02% | 101 | +3,298 | 8.61% | Q1 2026 | Apr 23, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 41,606 | 1,611 | 0.01% | 0.01% | 100 | -323 | -0.77% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 38,382 | 1,452 | 0.0% | 0.0% | 102 | +3,571 | 10.26% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 37,175 | 1,439 | 0.0% | 0.0% | 103 | +31,335 | 536.56% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 37,025 | 1,433 | 0.0% | — | 104 | +37,025 | New | Q1 2026 | May 11, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 36,959 | 1,431 | 0.01% | 0.01% | 105 | -2,650 | -6.69% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 37,695 | 1,412 | 0.01% | 0.01% | 106 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 35,925 | 1,391 | 0.02% | 0.02% | 107 | +253 | 0.71% | Q1 2026 | Apr 23, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 34,224 | 1,325 | 0.0% | 0.0% | 108 | -2,236 | -6.13% | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 33,887 | 1,312 | 0.0% | 0.0% | 109 | -45,983 | -57.57% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 32,124 | 1,244 | 0.01% | 0.01% | 110 | +579 | 1.84% | Q1 2026 | May 05, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 32,000 | 1,239 | 0.05% | 0.05% | 111 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 31,950 | 1,237 | 0.0% | 0.0% | 112 | -1,142 | -3.45% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Added to | 29,669 | 1,149 | 0.0% | 0.0% | 113 | +3,374 | 12.83% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 29,415 | 1,139 | 0.01% | 0.02% | 114 | -33,543 | -53.28% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 29,323 | 1,135 | 0.02% | 0.02% | 115 | +67 | 0.23% | Q1 2026 | Apr 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 29,266 | 1,133 | 0.0% | 0.0% | 116 | +2,474 | 9.23% | Q1 2026 | May 15, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 28,415 | 1,100 | 0.02% | 0.02% | 117 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Waterfront Wealth Inc. | History | Added to | 28,184 | 1,091 | 0.2% | 0.2% | 118 | +275 | 0.99% | Q1 2026 | Apr 30, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 28,105 | 1,089 | 0.0% | 0.0% | 119 | -369 | -1.3% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 27,284 | 1,057 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,153 | 1,051 | 0.0% | 0.0% | 121 | -3,838 | -12.38% | Q1 2026 | Apr 27, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 25,657 | 1,035 | 0.02% | 0.02% | 122 | +393 | 1.56% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 25,684 | 994 | 0.0% | 0.0% | 123 | +1,197 | 4.89% | Q1 2026 | May 08, 2026 |
| STRS OHIO | History | Added to | 25,000 | 968 | 0.0% | 0.0% | 124 | +1,500 | 6.38% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 24,178 | 936 | 0.0% | 0.0% | 125 | +3,226 | 15.4% | Q1 2026 | May 12, 2026 |
| Minerva Advisors LLC | History | Added to | 23,662 | 916 | 0.59% | 0.25% | 126 | +13,787 | 139.62% | Q1 2026 | May 12, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 23,424 | 907 | 0.01% | 0.03% | 127 | -21,233 | -47.55% | Q1 2026 | May 11, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 23,031 | 891 | 0.0% | 0.0% | 128 | +722 | 3.24% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Added to | 22,700 | 879 | 0.02% | 0.02% | 129 | +200 | 0.89% | Q1 2026 | May 11, 2026 |
| BCGM Wealth Management, LLC | History | Added to | 22,693 | 878 | 0.22% | 0.22% | 130 | +6 | 0.03% | Q1 2026 | May 05, 2026 |
| Edgestream Partners, L.P. | History | New | 22,324 | 864 | 0.03% | — | 131 | +22,324 | New | Q1 2026 | May 18, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 21,720 | 841 | 0.03% | 0.02% | 132 | -161 | -0.74% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 20,972 | 812 | 0.01% | 0.02% | 133 | -19,740 | -48.49% | Q1 2026 | May 15, 2026 |
| Belvedere Trading LLC | History | New | 20,800 | 805 | 0.0% | — | 134 | +20,800 | New | Q1 2026 | May 12, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 21,005 | 801 | 0.14% | — | 135 | +21,005 | New | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Reduced | 20,372 | 789 | 0.0% | 0.0% | 136 | -1,661 | -7.54% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | No change | 18,916 | 732 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 18,788 | 727 | 0.0% | — | 138 | +18,788 | New | Q1 2026 | May 14, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | New | 18,075 | 700 | 0.01% | — | 139 | +18,075 | New | Q1 2026 | May 13, 2026 |
| Stratos Wealth Partners, LTD. | History | New | 18,004 | 697 | 0.01% | — | 140 | +18,004 | New | Q1 2026 | Apr 28, 2026 |
| Handelsbanken Fonder AB | History | Added to | 17,716 | 686 | 0.0% | 0.0% | 141 | +5,200 | 41.55% | Q1 2026 | Apr 28, 2026 |
| Arizona State Retirement System | History | Added to | 17,281 | 669 | 0.0% | 0.0% | 142 | +1,177 | 7.31% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 17,211 | 666 | 0.01% | 0.01% | 143 | +1,065 | 6.6% | Q1 2026 | Apr 29, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 17,075 | 661 | 0.0% | 0.0% | 144 | -1,501 | -8.08% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 16,978 | 658 | 0.05% | 0.0% | 146 | +16,661 | 5255.84% | Q1 2026 | Apr 28, 2026 |
| US BANCORP \DE\ | History | Added to | 17,012 | 658 | 0.0% | 0.0% | 145 | +58 | 0.34% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 16,882 | 653 | 0.0% | 0.0% | 147 | -9,428 | -35.83% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | New | 16,641 | 644 | 0.0% | — | 148 | +16,641 | New | Q1 2026 | Jun 02, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 16,294 | 631 | 0.0% | 0.0% | 149 | -711 | -4.18% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 15,889 | 615 | 0.02% | 0.02% | 150 | +40 | 0.25% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 15,496 | 600 | 0.0% | — | 151 | +15,496 | New | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | Added to | 15,239 | 590 | 0.0% | 0.0% | 152 | +4,558 | 42.67% | Q1 2026 | May 13, 2026 |
| SENTINEL PENSION ADVISORS, LLC | History | No change | 15,228 | 589 | 0.09% | 0.09% | 153 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 15,026 | 581 | 0.01% | 0.01% | 154 | -11,228 | -42.77% | Q1 2026 | May 08, 2026 |
| Pathstone Holdings, LLC | History | No change | 14,966 | 579 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | New | 14,414 | 558 | 0.01% | — | 158 | +14,414 | New | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | New | 14,409 | 558 | 0.0% | — | 157 | +14,409 | New | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 14,431 | 558 | 0.01% | 0.01% | 156 | -11,159 | -43.61% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 14,104 | 546 | 0.0% | 0.0% | 159 | +15 | 0.11% | Q1 2026 | Apr 30, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 13,800 | 534 | 0.0% | 0.0% | 160 | +1,300 | 10.4% | Q1 2026 | Apr 29, 2026 |
| Freestone Grove Partners LP | History | New | 13,765 | 533 | 0.0% | — | 161 | +13,765 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 13,689 | 530 | 0.0% | 0.0% | 162 | -630 | -4.4% | Q1 2026 | May 15, 2026 |
| Venture Visionary Partners LLC | History | Added to | 13,554 | 524 | 0.02% | 0.02% | 163 | +7 | 0.05% | Q1 2026 | May 14, 2026 |
| Odyssean, LLC | History | New | 13,501 | 522 | 0.19% | — | 165 | +13,501 | New | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 13,502 | 522 | 0.04% | 0.04% | 164 | +753 | 5.91% | Q1 2026 | Apr 23, 2026 |
| STOCK YARDS BANK & TRUST CO | History | New | 13,175 | 510 | 0.02% | — | 166 | +13,175 | New | Q1 2026 | Apr 24, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 13,040 | 505 | 0.0% | 0.0% | 167 | +7,331 | 128.41% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 12,738 | 502 | 0.0% | 0.0% | 168 | -941 | -6.88% | Q1 2026 | Apr 08, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 12,739 | 493 | 0.0% | — | 169 | +12,739 | New | Q1 2026 | May 14, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | New | 12,628 | 489 | 0.01% | — | 170 | +12,628 | New | Q1 2026 | Apr 20, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 12,402 | 480 | 0.0% | 0.0% | 171 | -5,481 | -30.65% | Q1 2026 | Apr 30, 2026 |
| Intrepid Financial Planning Group LLC | History | No change | 12,121 | 469 | 0.19% | 0.17% | 172 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,862 | 459 | 0.0% | 0.0% | 173 | +9,324 | 367.38% | Q1 2026 | May 01, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | New | 11,468 | 444 | 0.01% | — | 174 | +11,468 | New | Q1 2026 | Apr 20, 2026 |
| Watershed Asset Management, L.L.C. | History | New | 11,139 | 431 | 0.45% | — | 175 | +11,139 | New | Q1 2026 | May 06, 2026 |
| Sterling Capital Management LLC | History | Added to | 11,078 | 429 | 0.01% | 0.0% | 176 | +7,909 | 249.57% | Q1 2026 | Apr 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 10,883 | 421 | 0.0% | 0.0% | 177 | +466 | 4.47% | Q1 2026 | May 12, 2026 |
| EJF Capital LP | History | Reduced | 10,870 | 420 | 0.3% | 0.24% | 178 | -655 | -5.68% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 10,682 | 414 | 0.0% | — | 179 | +10,682 | New | Q1 2026 | Apr 30, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 10,203 | 395 | 0.04% | 0.04% | 180 | -1,828 | -15.19% | Q1 2026 | Apr 29, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 9,761 | 379 | 0.0% | 0.0% | 181 | -3,144 | -24.36% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 9,768 | 378 | 0.0% | — | 182 | +9,768 | New | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Added to | 9,755 | 377 | 0.0% | 0.0% | 183 | +43 | 0.44% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 9,353 | 362 | 0.0% | 0.0% | 184 | -242 | -2.52% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,911 | 345 | 0.0% | 0.0% | 187 | +1,334 | 17.61% | Q1 2026 | Apr 22, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 8,901 | 345 | 0.0% | 0.0% | 186 | +122 | 1.39% | Q1 2026 | May 14, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | No change | 8,918 | 345 | 0.08% | 0.08% | 185 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| COMERICA BANK | History | No change | 9,108 | 341 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 8,534 | 331 | 0.0% | 0.0% | 189 | -707 | -7.65% | Q1 2026 | May 15, 2026 |
| SAPIENT CAPITAL LLC | History | Reduced | 8,561 | 331 | 0.0% | 0.0% | 190 | -492 | -5.43% | Q1 2026 | Apr 08, 2026 |
| Rehmann Capital Advisory Group | History | Reduced | 8,424 | 326 | 0.02% | 0.02% | 191 | -2 | -0.02% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 8,399 | 325 | 0.0% | 0.0% | 192 | -19,069 | -69.42% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | New | 8,225 | 318 | 0.0% | — | 193 | +8,225 | New | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | New | 8,102 | 313 | 0.17% | — | 194 | +8,102 | New | Q1 2026 | Apr 29, 2026 |
| Kingsview Wealth Management, LLC | History | No change | 7,770 | 300 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 7,707 | 298 | 0.06% | 0.06% | 196 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| &PARTNERS | History | New | 7,530 | 291 | 0.0% | — | 197 | +7,530 | New | Q1 2026 | May 15, 2026 |
| PDS Planning, Inc | History | No change | 7,335 | 284 | 0.02% | 0.02% | 198 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Brooklyn Investment Group | History | New | 7,174 | 277 | 0.01% | — | 199 | +7,174 | New | Q1 2026 | Apr 29, 2026 |
| Integrated Investment Consultants, LLC | History | Reduced | 7,146 | 276 | 0.06% | 0.05% | 200 | -121 | -1.67% | Q1 2026 | Jun 01, 2026 |
| Entropy Technologies, LP | History | New | 6,964 | 269 | 0.01% | — | 201 | +6,964 | New | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 6,849 | 265 | 0.01% | 0.01% | 202 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Waverly Advisors, LLC | History | Added to | 6,842 | 264 | 0.0% | 0.0% | 203 | +58 | 0.85% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 6,800 | 263 | 0.0% | 0.0% | 204 | -900 | -11.69% | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 6,347 | 245 | 0.01% | — | 205 | +6,347 | New | Q1 2026 | Apr 27, 2026 |
| Zhang Financial LLC | History | No change | 6,258 | 242 | 0.01% | 0.01% | 206 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 6,090 | 235 | 0.0% | — | 207 | +6,090 | New | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisers, LLC | History | Added to | 5,972 | 231 | 0.07% | 0.06% | 208 | +59 | 1.0% | Q1 2026 | Apr 23, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 5,948 | 230 | 0.0% | — | 209 | +5,948 | New | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | New | 5,925 | 229 | 0.0% | — | 210 | +5,925 | New | Q1 2026 | May 13, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | No change | 5,825 | 225 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,651 | 218 | 0.01% | 0.0% | 212 | +4,234 | 298.8% | Q1 2026 | May 15, 2026 |
| Ullmann Wealth Partners Group, LLC | History | New | 5,602 | 216 | 0.02% | — | 213 | +5,602 | New | Q1 2026 | Apr 13, 2026 |
| Gotham Asset Management, LLC | History | New | 5,511 | 213 | 0.0% | — | 214 | +5,511 | New | Q1 2026 | May 15, 2026 |
| Harbour Trust & Investment Management Co | History | No change | 5,465 | 211 | 0.02% | 0.02% | 215 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Neuberger Berman Group LLC | History | New | 5,421 | 209 | 0.0% | — | 216 | +5,421 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 5,574 | 208 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Goelzer Investment Management, Inc. | History | No change | 5,389 | 208 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| VestGen Advisors, LLC | History | New | 5,143 | 205 | 0.01% | — | 219 | +5,143 | New | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | New | 5,283 | 204 | 0.0% | — | 220 | +5,283 | New | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,162 | 199 | 0.01% | 0.01% | 221 | +481 | 10.28% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 4,070 | 157 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 3,581 | 138 | 0.0% | 0.0% | 223 | +157 | 4.59% | Q1 2026 | May 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 3,349 | 129 | 0.0% | 0.0% | 224 | -59,261 | -94.65% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 2,960 | 114 | 0.0% | 0.0% | 225 | +418 | 16.44% | Q1 2026 | Apr 20, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 2,697 | 104 | 0.0% | 0.01% | 226 | -3,345 | -55.36% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 2,370 | 91 | 0.0% | 0.0% | 227 | +174 | 7.92% | Q1 2026 | May 13, 2026 |
| KBC Group NV | History | No change | 2,169 | 84 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,114 | 81 | 0.0% | 0.0% | 229 | +626 | 42.07% | Q1 2026 | Apr 07, 2026 |
| Capital Analysts, LLC | History | New | 1,800 | 70 | 0.0% | — | 230 | +1,800 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | No change | 1,791 | 69 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | No change | 1,784 | 69 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| GGM Financial LLC | History | Added to | 1,723 | 66 | 0.03% | 0.03% | 233 | +17 | 1.0% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 1,373 | 53 | 0.0% | 0.0% | 234 | +1,050 | 325.08% | Q1 2026 | May 08, 2026 |
| Caldwell Trust Co | History | No change | 1,300 | 50 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| MAI Capital Management | History | Added to | 1,255 | 48 | 0.0% | 0.0% | 236 | +96 | 8.28% | Q1 2026 | May 15, 2026 |
| Strategic Investment Solutions, Inc. /IL | History | Added to | 1,206 | 46 | 0.01% | 0.01% | 237 | +12 | 1.01% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,146 | 44 | 0.0% | 0.0% | 238 | +133 | 13.13% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 1,123 | 43 | 0.0% | 0.0% | 239 | +136 | 13.78% | Q1 2026 | Apr 06, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | No change | 1,000 | 38 | 0.02% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 904 | 35 | 0.0% | 0.0% | 241 | +64 | 7.62% | Q1 2026 | May 14, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 902 | 34 | 0.01% | 0.01% | 242 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 798 | 30 | 0.0% | 0.0% | 243 | +2 | 0.25% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 750 | 29 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wellington Grp LLC | History | No change | 768 | 29 | 0.01% | 0.01% | 245 | 0 | 0.0% | Q1 2026 | May 22, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 715 | 28 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Covestor Ltd | History | Reduced | 678 | 26 | 0.02% | 0.02% | 247 | -364 | -34.93% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 650 | 25 | 0.0% | 0.0% | 249 | +348 | 115.23% | Q1 2026 | May 14, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 650 | 25 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 587 | 23 | 0.0% | 0.0% | 250 | -11 | -1.84% | Q1 2026 | Apr 07, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 558 | 21 | 0.0% | 0.0% | 251 | +499 | 845.76% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 515 | 19 | 0.0% | 0.0% | 252 | +11 | 2.18% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 441 | 17 | 0.0% | 0.0% | 253 | +330 | 297.3% | Q1 2026 | May 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 476 | 17 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CX Institutional | History | Added to | 405 | 16 | 0.0% | 0.0% | 255 | +4 | 1.0% | Q1 2026 | Apr 06, 2026 |
| Essential Partners LLC | History | Reduced | 397 | 15 | 0.01% | 0.01% | 257 | -119 | -23.06% | Q1 2026 | May 21, 2026 |
| Westside Investment Management, Inc. | History | No change | 390 | 15 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Kemnay Advisory Services Inc. | History | New | 370 | 14 | 0.0% | — | 259 | +370 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 373 | 14 | 0.0% | 0.0% | 258 | +10 | 2.75% | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | New | 350 | 13 | 0.0% | — | 262 | +350 | New | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 358 | 13 | 0.0% | 0.0% | 261 | +127 | 54.98% | Q1 2026 | Apr 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 348 | 13 | 0.0% | 0.0% | 260 | +28 | 8.75% | Q1 2026 | May 14, 2026 |
| Parallel Advisors, LLC | History | Added to | 317 | 12 | 0.0% | 0.0% | 264 | +7 | 2.26% | Q1 2026 | Jun 02, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 321 | 12 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 310 | 12 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 248 | 9 | 0.0% | 0.0% | 266 | +55 | 28.5% | Q1 2026 | Apr 24, 2026 |
| Advisory Services Network, LLC | History | New | 186 | 7 | 0.0% | — | 268 | +186 | New | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 194 | 7 | 0.0% | 0.0% | 267 | -22 | -10.19% | Q1 2026 | Jun 02, 2026 |
| Quarry LP | History | Reduced | 166 | 6 | 0.0% | 0.0% | 269 | -114 | -40.71% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 152 | 5 | 0.0% | 0.0% | 271 | -149 | -49.5% | Q1 2026 | Apr 13, 2026 |
| Kilter Group LLC | History | Added to | 141 | 5 | 0.0% | — | 273 | +121 | 605.0% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | Reduced | 137 | 5 | 0.0% | 0.0% | 272 | -18 | -11.61% | Q1 2026 | Apr 13, 2026 |
| CENTRAL TRUST Co | History | No change | 147 | 5 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| BESSEMER GROUP INC | History | No change | 100 | 4 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CVA Family Office, LLC | History | New | 83 | 3 | 0.0% | — | 276 | +83 | New | Q1 2026 | Apr 29, 2026 |
| Sound Income Strategies, LLC | History | No change | 89 | 3 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 56 | 2 | 0.0% | 0.0% | 277 | +14 | 33.33% | Q1 2026 | Apr 24, 2026 |
| Bell Investment Advisors, Inc | History | No change | 52 | 2 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| TD Capital Management LLC | History | New | 43 | 1 | 0.0% | — | 290 | +43 | New | Q1 2026 | May 11, 2026 |
| Fortitude Family Office, LLC | History | Added to | 50 | 1 | 0.0% | — | 286 | +38 | 316.67% | Q1 2026 | Apr 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 49 | 1 | 0.0% | — | 279 | +30 | 157.89% | Q1 2026 | Apr 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 30 | 1 | 0.0% | — | 283 | +26 | 650.0% | Q1 2026 | Apr 16, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 282 | -13 | -27.66% | Q1 2026 | Apr 20, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 43 | 1 | 0.0% | 0.0% | 288 | -12 | -21.82% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 31 | 1 | 0.0% | — | 285 | +7 | 29.17% | Q1 2026 | Apr 23, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Added to | 43 | 1 | 0.0% | 0.0% | 284 | +3 | 7.5% | Q1 2026 | Apr 29, 2026 |
| Bare Financial Services, Inc | History | Reduced | 41 | 1 | 0.0% | 0.0% | 287 | -2 | -4.65% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 50 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 30 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | No change | 37 | 1 | 0.0% | 0.0% | 289 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Capital International Investors | History | Closed out | 0 | 0 | — | 0.01% | — | -1,346,300 | -100.0% | Q1 2026 | May 13, 2026 |
| Ceredex Value Advisors LLC | History | Closed out | 0 | 0 | — | 0.47% | — | -413,950 | -100.0% | Q1 2026 | May 14, 2026 |
| OBERWEIS ASSET MANAGEMENT INC/ | History | Closed out | 0 | 0 | — | 0.27% | — | -196,000 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.01% | — | -101,567 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -50,226 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.29% | — | -50,000 | -100.0% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -36,097 | -100.0% | Q1 2026 | May 15, 2026 |
| Clarkston Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -34,696 | -100.0% | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -28,043 | -100.0% | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,809 | -100.0% | Q1 2026 | May 14, 2026 |