Fortrea Holdings Inc. - FTRE
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 | 8,331,016 | 143,710 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 15,152,395 | 142,735 | 0.0% | 0.0% | 2 | +386,117 | 2.61% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 8,098,517 | 76,288 | 0.01% | 0.02% | 3 | -174,080 | -2.1% | Q1 2026 | May 15, 2026 |
| Corvex Management LP | History | Added to | 4,644,193 | 43,748 | 1.74% | 2.38% | 4 | +135,662 | 3.01% | Q1 2026 | May 15, 2026 |
| Sessa Capital IM, L.P. | History | Added to | 4,593,550 | 43,271 | 0.79% | 1.29% | 5 | +600,000 | 15.02% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 4,109,400 | 38,710 | 0.0% | 0.0% | 6 | -1,499 | -0.04% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,038,562 | 38,043 | 0.0% | — | 7 | +4,038,562 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,696,749 | 34,823 | 0.0% | — | 8 | +3,696,749 | New | Q1 2026 | May 08, 2026 |
| Iron Triangle Partners LP | History | No change | 1,986,333 | 34,264 | 3.92% | 3.92% | 9 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 3,298,421 | 30,510 | 0.01% | 0.03% | 10 | +310,360 | 10.39% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 3,207,673 | 30,216 | 0.0% | 0.01% | 11 | -11,356 | -0.35% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,569,274 | 24,202 | 0.01% | 0.01% | 12 | +13,081 | 0.51% | Q1 2026 | May 06, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,366,477 | 22,295 | 0.0% | 0.0% | 13 | +87,543 | 3.84% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 2,297,568 | 21,643 | 0.0% | 0.0% | 14 | -170,057 | -6.89% | Q1 2026 | May 15, 2026 |
| Park West Asset Management LLC | History | Added to | 2,257,324 | 21,263 | 1.8% | 2.92% | 15 | +219,165 | 10.75% | Q1 2026 | May 15, 2026 |
| Longaeva Partners L.P. | History | Added to | 2,046,727 | 19,280 | 0.71% | 0.36% | 16 | +1,794,653 | 711.95% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | New | 1,822,769 | 17,170 | 0.02% | — | 17 | +1,822,769 | New | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 1,805,184 | 17,004 | 0.09% | 0.11% | 18 | +436,528 | 31.89% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,579,914 | 14,882 | 0.0% | 0.0% | 19 | +1,116,618 | 241.02% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 1,432,709 | 13,496 | 0.02% | 0.02% | 20 | +643,000 | 81.42% | Q1 2026 | May 14, 2026 |
| Eagle Health Investments LP | History | Added to | 1,307,560 | 12,317 | 2.15% | 4.62% | 21 | +89,000 | 7.3% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,299,862 | 12,240 | 0.0% | 0.0% | 22 | +807,081 | 163.78% | Q1 2026 | May 07, 2026 |
| FMR LLC | History | Reduced | 1,244,137 | 11,719 | 0.0% | 0.0% | 23 | -1,396,019 | -52.88% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 1,138,584 | 10,725 | 0.16% | 0.14% | 24 | +620,167 | 119.63% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 1,075,256 | 10,128 | 0.0% | 0.01% | 25 | -1,030,572 | -48.94% | Q1 2026 | Apr 30, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,000,286 | 9,422 | 0.0% | 0.0% | 26 | +36,709 | 3.81% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,010,361 | 8,961 | 0.0% | 0.0% | 27 | +455,795 | 82.19% | Q1 2026 | May 13, 2026 |
| BECK MACK & OLIVER LLC | History | Added to | 947,748 | 8,927 | 0.18% | 0.25% | 28 | +143,097 | 17.78% | Q1 2026 | May 12, 2026 |
| Caption Management, LLC | History | New | 899,000 | 8,468 | 0.05% | — | 29 | +899,000 | New | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Added to | 855,510 | 8,058 | 0.01% | 0.01% | 30 | +283,089 | 49.45% | Q1 2026 | May 11, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 826,519 | 7,786 | 0.03% | 0.04% | 31 | +120,651 | 17.09% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 818,384 | 7,709 | 0.0% | 0.01% | 32 | +144,647 | 21.47% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 719,572 | 6,778 | 0.0% | 0.0% | 33 | -75,043 | -9.44% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Added to | 666,983 | 6,282 | 0.05% | 0.05% | 34 | +357,599 | 115.58% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 603,590 | 5,685 | 0.0% | — | 35 | +603,590 | New | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 578,536 | 5,449 | 0.0% | 0.0% | 36 | +304,481 | 111.1% | Q1 2026 | May 05, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 563,269 | 5,305 | 0.0% | 0.0% | 37 | -16,733 | -2.88% | Q1 2026 | May 05, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 540,452 | 5,091 | 0.0% | 0.0% | 38 | +466,952 | 635.31% | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 498,743 | 4,698 | 0.02% | — | 39 | +498,743 | New | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | Reduced | 473,507 | 4,460 | 0.26% | 0.55% | 40 | -21,600 | -4.36% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 451,518 | 4,253 | 0.0% | 0.01% | 41 | +111,064 | 32.62% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 449,081 | 4,230 | 0.0% | 0.0% | 42 | -34,142 | -7.07% | Q1 2026 | May 04, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 439,985 | 4,144 | 0.01% | 0.02% | 43 | +120,174 | 37.58% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 211,035 | 3,640 | 0.0% | 0.0% | 44 | -28,771 | -12.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 370,052 | 3,485 | 0.02% | 0.02% | 45 | +73,706 | 24.87% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 352,372 | 3,319 | 0.0% | 0.0% | 46 | +315,989 | 868.51% | Q1 2026 | May 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 337,000 | 3,174 | 0.0% | 0.01% | 47 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hillsdale Investment Management Inc. | History | New | 317,400 | 2,989 | 0.08% | — | 48 | +317,400 | New | Q1 2026 | May 04, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 314,800 | 2,965 | 0.0% | 0.01% | 49 | -69,067 | -17.99% | Q1 2026 | May 14, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 307,267 | 2,894 | 0.02% | 0.04% | 50 | +27,994 | 10.02% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 307,096 | 2,892 | 0.1% | 0.17% | 51 | +27,639 | 9.89% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | New | 299,690 | 2,823 | 0.0% | — | 52 | +299,690 | New | Q1 2026 | May 15, 2026 |
| Ausbil Investment Management Ltd | History | Added to | 293,141 | 2,787 | 1.39% | 2.2% | 53 | +68,428 | 30.45% | Q1 2026 | Apr 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 295,176 | 2,780 | 0.0% | 0.0% | 54 | -455,268 | -60.67% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Added to | 294,794 | 2,776 | 0.0% | 0.0% | 55 | +271,047 | 1141.39% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 252,665 | 2,380 | 0.0% | 0.02% | 56 | -1,852,861 | -88.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 237,468 | 2,236 | 0.0% | 0.0% | 57 | +4,877 | 2.1% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 233,172 | 2,196 | 0.0% | 0.0% | 58 | +220,753 | 1777.54% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Added to | 232,574 | 2,190 | 0.03% | 0.01% | 59 | +195,214 | 522.52% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 227,631 | 2,144 | 0.0% | 0.0% | 60 | -41,542 | -15.43% | Q1 2026 | May 12, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 220,871 | 2,080 | 0.0% | 0.0% | 61 | +207,058 | 1499.01% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 217,592 | 2,050 | 0.0% | 0.0% | 62 | +64,364 | 42.01% | Q1 2026 | Apr 16, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 217,602 | 2,049 | 0.0% | 0.01% | 63 | +69,652 | 47.08% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 211,271 | 1,990 | 0.0% | 0.0% | 64 | -11,257 | -5.06% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 194,725 | 1,834 | 0.0% | 0.0% | 65 | -151,718 | -43.79% | Q1 2026 | May 14, 2026 |
| Cinctive Capital Management LP | History | New | 186,886 | 1,760 | 0.11% | — | 66 | +186,886 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 182,700 | 1,721 | 0.0% | 0.0% | 67 | +3,700 | 2.07% | Q1 2026 | May 07, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 175,917 | 1,657 | 0.01% | 0.02% | 68 | +57 | 0.03% | Q1 2026 | Apr 30, 2026 |
| Tidal Investments LLC | History | New | 168,849 | 1,498 | 0.0% | — | 69 | +168,849 | New | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 157,583 | 1,484 | 0.0% | 0.0% | 70 | +15,727 | 11.09% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 156,722 | 1,476 | 0.0% | 0.0% | 71 | +33,133 | 26.81% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 151,617 | 1,428 | 0.0% | 0.0% | 72 | +42,190 | 38.56% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 147,342 | 1,387 | 0.0% | 0.01% | 73 | +39,024 | 36.03% | Q1 2026 | May 14, 2026 |
| MUFG Securities EMEA plc | History | No change | 145,000 | 1,365 | 0.02% | 0.03% | 74 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 136,240 | 1,283 | 0.0% | — | 75 | +136,240 | New | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 133,272 | 1,255 | 0.0% | 0.0% | 76 | +10,256 | 8.34% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 132,420 | 1,247 | 0.0% | 0.0% | 77 | +32,619 | 32.68% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 132,369 | 1,246 | 0.0% | 0.0% | 78 | +44,882 | 51.3% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 130,545 | 1,229 | 0.0% | 0.0% | 79 | -5,086 | -3.75% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 126,370 | 1,190 | 0.0% | 0.0% | 80 | +111,714 | 762.24% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 123,819 | 1,167 | 0.0% | 0.0% | 81 | +10,835 | 9.59% | Q1 2026 | May 15, 2026 |
| INTRUST BANK NA | History | No change | 123,739 | 1,165 | 0.09% | 0.18% | 82 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | New | 123,450 | 1,162 | 0.02% | — | 83 | +123,450 | New | Q1 2026 | May 15, 2026 |
| ING GROEP NV | History | No change | 122,100 | 1,150 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 120,072 | 1,131 | 0.18% | 0.31% | 86 | +1,968 | 1.67% | Q1 2026 | Apr 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 120,064 | 1,131 | 0.0% | 0.0% | 85 | -1,815 | -1.49% | Q1 2026 | May 01, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 116,092 | 1,093 | 0.02% | — | 87 | +116,092 | New | Q1 2026 | Apr 27, 2026 |
| XTX Topco Ltd | History | New | 114,846 | 1,081 | 0.02% | — | 88 | +114,846 | New | Q1 2026 | May 15, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 105,768 | 996 | 0.1% | 0.17% | 89 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 102,137 | 962 | 0.0% | 0.0% | 90 | +14,282 | 16.26% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 100,459 | 946 | 0.0% | 0.0% | 91 | +80,954 | 415.04% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 100,926 | 946 | 0.0% | 0.0% | 92 | +44,995 | 80.45% | Q1 2026 | May 08, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 98,055 | 923 | 0.15% | — | 93 | +98,055 | New | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 94,549 | 890 | 0.0% | 0.0% | 94 | +8,990 | 10.51% | Q1 2026 | May 13, 2026 |
| Assenagon Asset Management S.A. | History | Reduced | 90,780 | 855 | 0.0% | 0.0% | 95 | -24,999 | -21.59% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 87,196 | 821 | 0.0% | 0.0% | 96 | -68,913 | -44.14% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 84,576 | 796 | 0.0% | 0.0% | 97 | +66,430 | 366.09% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 80,650 | 762 | 0.0% | 0.0% | 98 | +15,332 | 23.47% | Q1 2026 | Apr 08, 2026 |
| Cerity Partners LLC | History | Added to | 80,147 | 754 | 0.0% | 0.0% | 99 | +13,491 | 20.24% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 78,149 | 736 | 0.0% | 0.0% | 100 | -199,618 | -71.87% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 77,699 | 732 | 0.0% | 0.0% | 101 | -30,615 | -28.27% | Q1 2026 | Apr 27, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 76,848 | 723 | 0.02% | 0.03% | 102 | +11,471 | 17.55% | Q1 2026 | May 13, 2026 |
| Kerrisdale Advisers, LLC | History | New | 72,820 | 685 | 0.26% | — | 103 | +72,820 | New | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | New | 72,282 | 680 | 0.07% | — | 104 | +72,282 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | New | 71,839 | 676 | 0.0% | — | 105 | +71,839 | New | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | New | 70,723 | 666 | 0.01% | — | 106 | +70,723 | New | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Added to | 69,500 | 654 | 0.0% | 0.0% | 107 | +20,800 | 42.71% | Q1 2026 | Apr 24, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 62,888 | 592 | 0.0% | 0.0% | 108 | -57,109 | -47.59% | Q1 2026 | May 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 62,796 | 591 | 0.01% | 0.01% | 109 | +24,715 | 64.9% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 62,026 | 584 | 0.0% | — | 110 | +62,026 | New | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 59,867 | 563 | 0.0% | 0.0% | 111 | +22,582 | 60.57% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 59,664 | 562 | 0.01% | — | 112 | +59,664 | New | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 56,346 | 530 | 0.01% | 0.01% | 113 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| State of Wyoming | History | Added to | 54,857 | 516 | 0.06% | 0.07% | 114 | +16,629 | 43.5% | Q1 2026 | May 13, 2026 |
| Voleon Capital Management LP | History | Reduced | 54,511 | 513 | 0.01% | 0.02% | 115 | -9,920 | -15.4% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 54,355 | 512 | 0.0% | 0.0% | 116 | +26,882 | 97.85% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 53,030 | 499 | 0.0% | 0.01% | 117 | -551,696 | -91.23% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 27,084 | 467 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALLIANZ SE | History | No change | 48,000 | 452 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 45,900 | 432 | 0.0% | 0.0% | 120 | -50,800 | -52.53% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 45,884 | 432 | 0.0% | 0.01% | 121 | -1,164 | -2.47% | Q1 2026 | Apr 20, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 45,661 | 430 | 0.0% | 0.0% | 122 | +9,013 | 24.59% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 45,700 | 429 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | New | 45,016 | 424 | 0.03% | — | 124 | +45,016 | New | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 43,908 | 413 | 0.0% | 0.0% | 125 | +1,458 | 3.43% | Q1 2026 | May 15, 2026 |
| Fund 1 Investments, LLC | History | New | 43,430 | 409 | 0.05% | — | 126 | +43,430 | New | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 43,048 | 405 | 0.0% | 0.0% | 127 | +11,521 | 36.54% | Q1 2026 | May 08, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 41,000 | 386 | 0.01% | 0.01% | 128 | -1,300 | -3.07% | Q1 2026 | Apr 20, 2026 |
| Pallas Capital Advisors LLC | History | Added to | 40,420 | 380 | 0.01% | 0.02% | 129 | +795 | 2.01% | Q1 2026 | Apr 21, 2026 |
| Olympiad Research LP | History | New | 39,967 | 376 | 1.15% | — | 130 | +39,967 | New | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 37,988 | 357 | 0.0% | 0.0% | 131 | +10,697 | 39.2% | Q1 2026 | May 15, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | No change | 37,763 | 355 | 0.02% | 0.04% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 34,517 | 325 | 0.0% | 0.0% | 133 | +15,437 | 80.91% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Added to | 33,262 | 313 | 0.0% | 0.0% | 134 | +2,762 | 9.06% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 31,649 | 298 | 0.0% | 0.0% | 135 | +8,781 | 38.4% | Q1 2026 | May 05, 2026 |
| Cannell & Spears LLC | History | No change | 31,315 | 294 | 0.01% | 0.01% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Merit Financial Group, LLC | History | Added to | 31,172 | 293 | 0.0% | 0.0% | 137 | +4,107 | 15.17% | Q1 2026 | Apr 15, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 30,860 | 290 | 0.04% | — | 138 | +30,860 | New | Q1 2026 | Apr 27, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 30,385 | 285 | 0.0% | 0.01% | 139 | +3,614 | 13.5% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 28,900 | 272 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 28,372 | 267 | 0.0% | 0.0% | 141 | +27,282 | 2502.94% | Q1 2026 | May 01, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 27,914 | 262 | 0.0% | 0.0% | 142 | -280 | -0.99% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 15,162 | 261 | 0.01% | 0.01% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| AMALGAMATED BANK | History | Added to | 26,570 | 250 | 0.0% | 0.0% | 144 | +259 | 0.98% | Q1 2026 | May 08, 2026 |
| HAHN CAPITAL MANAGEMENT LLC | History | Reduced | 26,167 | 246 | 0.15% | 0.29% | 145 | -4,981 | -15.99% | Q1 2026 | May 07, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 25,487 | 240 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 25,380 | 239 | 0.0% | 0.0% | 147 | -38 | -0.15% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 25,253 | 237 | 0.0% | 0.0% | 148 | +2,328 | 10.15% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 25,069 | 236 | 0.0% | 0.0% | 149 | -404 | -1.59% | Q1 2026 | Apr 24, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 24,837 | 233 | 0.0% | — | 150 | +24,837 | New | Q1 2026 | May 08, 2026 |
| GABELLI FUNDS LLC | History | No change | 24,500 | 230 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| nVerses Capital, LLC | History | New | 24,379 | 229 | 0.21% | — | 152 | +24,379 | New | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | New | 23,727 | 223 | 0.0% | — | 153 | +23,727 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 23,370 | 220 | 0.0% | 0.0% | 154 | +5,375 | 29.87% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 22,937 | 216 | 0.0% | 0.0% | 155 | -55,713 | -70.84% | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 22,850 | 215 | 0.0% | 0.0% | 156 | -25 | -0.11% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 22,518 | 212 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IMC-Chicago, LLC | History | Added to | 21,600 | 203 | 0.0% | 0.0% | 158 | +700 | 3.35% | Q1 2026 | May 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 21,166 | 199 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 11,400 | 196 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 20,568 | 193 | 0.0% | 0.01% | 161 | -460,558 | -95.73% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 19,983 | 188 | 0.0% | 0.0% | 162 | -13,695 | -40.66% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 19,947 | 187 | 0.0% | 0.0% | 163 | +9,916 | 98.85% | Q1 2026 | May 05, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 19,700 | 185 | 0.0% | 0.0% | 164 | +4,852 | 32.68% | Q1 2026 | May 15, 2026 |
| DRW Securities, LLC | History | New | 19,565 | 184 | 0.0% | — | 165 | +19,565 | New | Q1 2026 | May 13, 2026 |
| Krilogy Financial LLC | History | Added to | 18,163 | 183 | 0.01% | 0.01% | 166 | +4,202 | 30.1% | Q1 2026 | Apr 17, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 10,600 | 182 | 0.0% | 0.0% | 167 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 19,300 | 181 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cetera Investment Advisers | History | Reduced | 19,184 | 180 | 0.0% | 0.0% | 170 | -2,914 | -13.19% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 19,173 | 180 | 0.0% | 0.0% | 169 | -1,385 | -6.74% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 18,800 | 177 | 0.0% | 0.0% | 171 | +18,094 | 2562.89% | Q1 2026 | May 07, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 18,785 | 176 | 0.0% | 0.0% | 172 | -9,115 | -32.67% | Q1 2026 | May 04, 2026 |
| ProShare Advisors LLC | History | Reduced | 18,683 | 175 | 0.0% | 0.0% | 173 | -3,170 | -14.51% | Q1 2026 | Apr 24, 2026 |
| Gem Investment Advisors, LLC | History | New | 18,297 | 172 | 0.17% | — | 174 | +18,297 | New | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Reduced | 18,207 | 171 | 0.0% | 0.0% | 175 | -331,564 | -94.79% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 16,775 | 158 | 0.01% | 0.02% | 176 | -2,252 | -11.84% | Q1 2026 | Apr 16, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 16,592 | 156 | 0.01% | 0.02% | 177 | +1,535 | 10.19% | Q1 2026 | Apr 27, 2026 |
| JANE STREET GROUP, LLC | History | New | 16,500 | 155 | 0.0% | — | 179 | +16,500 | New | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Reduced | 16,536 | 155 | 0.0% | 0.0% | 178 | -8,174 | -33.08% | Q1 2026 | May 13, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 16,384 | 154 | 0.08% | 0.15% | 180 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Wedmont Private Capital | History | Added to | 15,650 | 150 | 0.0% | 0.01% | 181 | +559 | 3.7% | Q1 2026 | Apr 09, 2026 |
| MBL Wealth, LLC | History | Added to | 15,841 | 149 | 0.01% | 0.02% | 182 | +31 | 0.2% | Q1 2026 | Apr 28, 2026 |
| WADDELL & ASSOCIATES, LLC | History | Added to | 15,212 | 143 | 0.01% | 0.02% | 184 | +1,329 | 9.57% | Q1 2026 | May 11, 2026 |
| Cohen Klingenstein LLC | History | No change | 15,271 | 143 | 0.0% | 0.01% | 183 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Squarepoint Ops LLC | History | New | 15,120 | 142 | 0.0% | — | 185 | +15,120 | New | Q1 2026 | May 15, 2026 |
| Marks Group Wealth Management, Inc | History | No change | 15,000 | 141 | 0.01% | 0.02% | 186 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pictet Asset Management Holding SA | History | No change | 14,578 | 137 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Numerai GP LLC | History | New | 14,466 | 136 | 0.01% | — | 188 | +14,466 | New | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 13,536 | 127 | 0.0% | 0.0% | 190 | -2,661 | -16.43% | Q1 2026 | Apr 27, 2026 |
| PEAPACK GLADSTONE FINANCIAL CORP | History | Reduced | 13,451 | 127 | 0.0% | 0.0% | 189 | -850 | -5.94% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 13,467 | 126 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Callan Family Office, LLC | History | Reduced | 13,246 | 124 | 0.0% | 0.01% | 192 | -3,364 | -20.25% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 12,975 | 122 | 0.01% | 0.02% | 193 | +153 | 1.19% | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 12,592 | 119 | 0.01% | — | 194 | +12,592 | New | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 12,490 | 117 | 0.0% | 0.0% | 195 | +2,101 | 20.22% | Q1 2026 | May 15, 2026 |
| CARY STREET PARTNERS FINANCIAL LLC | History | No change | 12,355 | 116 | 0.0% | 0.01% | 196 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 12,161 | 114 | 0.0% | 0.0% | 197 | -2,609 | -17.66% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Reduced | 11,996 | 113 | 0.0% | 0.0% | 198 | -1,180 | -8.96% | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | New | 11,976 | 112 | 0.01% | — | 199 | +11,976 | New | Q1 2026 | May 14, 2026 |
| Chicago Partners Investment Group LLC | History | New | 10,604 | 111 | 0.0% | — | 200 | +10,604 | New | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 11,749 | 110 | 0.0% | 0.0% | 201 | -24,270 | -67.38% | Q1 2026 | May 06, 2026 |
| LPL Financial LLC | History | Reduced | 11,743 | 110 | 0.0% | 0.0% | 202 | -2,479 | -17.43% | Q1 2026 | May 06, 2026 |
| Caprock Group, LLC | History | No change | 11,164 | 105 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| VARCOV Co. | History | New | 10,973 | 103 | 0.04% | — | 205 | +10,973 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 10,936 | 103 | 0.0% | 0.01% | 204 | +953 | 9.55% | Q1 2026 | May 15, 2026 |
| Bridgefront Capital, LLC | History | New | 10,675 | 100 | 0.02% | — | 207 | +10,675 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 10,669 | 100 | 0.0% | 0.0% | 206 | -9,171 | -46.22% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 10,574 | 99 | 0.0% | 0.0% | 208 | +13 | 0.12% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 10,032 | 94 | 0.0% | 0.0% | 209 | +333 | 3.43% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Added to | 9,675 | 91 | 0.03% | 0.02% | 210 | +5,647 | 140.19% | Q1 2026 | May 21, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 9,471 | 89 | 0.0% | 0.0% | 211 | -429 | -4.33% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,638 | 71 | 0.0% | 0.0% | 213 | +3,064 | 66.99% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 7,632 | 71 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 7,345 | 69 | 0.0% | 0.01% | 214 | -3,652 | -33.21% | Q1 2026 | Apr 06, 2026 |
| William B. Walkup & Associates, Inc. | History | No change | 9,197 | 69 | 0.04% | 0.09% | 215 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Added to | 7,125 | 67 | 0.0% | 0.0% | 216 | +875 | 14.0% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 6,800 | 64 | 0.0% | 0.0% | 217 | +5,900 | 655.56% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 6,607 | 62 | 0.0% | 0.0% | 220 | -112,396 | -94.45% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 6,685 | 62 | 0.0% | 0.0% | 219 | +3,274 | 95.98% | Q1 2026 | Apr 30, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,531 | 62 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 6,140 | 57 | 0.01% | — | 221 | +6,140 | New | Q1 2026 | May 11, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 5,746 | 54 | 0.0% | — | 222 | +5,746 | New | Q1 2026 | Apr 29, 2026 |
| Versant Capital Management, Inc | History | Reduced | 5,129 | 48 | 0.0% | 0.01% | 223 | -179 | -3.37% | Q1 2026 | Apr 06, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 4,877 | 45 | 0.0% | 0.0% | 224 | +387 | 8.62% | Q1 2026 | May 04, 2026 |
| HAZLETT, BURT & WATSON, INC. | History | No change | 4,672 | 44 | 0.01% | 0.03% | 225 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,584 | 44 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 4,501 | 42 | 0.0% | 0.0% | 227 | -57 | -1.25% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 4,176 | 39 | 0.0% | 0.0% | 228 | +1,687 | 67.78% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Added to | 3,522 | 33 | 0.0% | 0.0% | 229 | +1,666 | 89.76% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 3,300 | 31 | 0.0% | 0.0% | 230 | +1,790 | 118.54% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 3,391 | 31 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 3,207 | 30 | 0.0% | 0.0% | 232 | +1,074 | 50.35% | Q1 2026 | May 14, 2026 |
| Arax Advisory Partners | History | Added to | 3,130 | 29 | 0.0% | 0.0% | 234 | +2,319 | 285.94% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,089 | 29 | 0.0% | 0.0% | 233 | -2,176 | -41.33% | Q1 2026 | Apr 22, 2026 |
| Capital Analysts, LLC | History | Reduced | 2,788 | 26 | 0.0% | 0.0% | 235 | -27 | -0.96% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,608 | 25 | 0.0% | 0.0% | 236 | +290 | 12.51% | Q1 2026 | May 01, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,300 | 21 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Reduced | 2,127 | 20 | 0.0% | 0.0% | 238 | -6,518 | -75.4% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 2,191 | 20 | 0.0% | 0.0% | 239 | +52 | 2.43% | Q1 2026 | Apr 07, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,065 | 19 | 0.0% | 0.0% | 241 | +250 | 13.77% | Q1 2026 | Apr 15, 2026 |
| Quent Capital, LLC | History | Added to | 2,017 | 19 | 0.0% | 0.0% | 240 | +69 | 3.54% | Q1 2026 | Apr 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,698 | 15 | 0.0% | 0.0% | 242 | +432 | 34.12% | Q1 2026 | May 14, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 1,551 | 14 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 1,071 | 13 | 0.0% | 0.0% | 247 | -181 | -14.46% | Q1 2026 | May 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,443 | 13 | 0.0% | 0.0% | 244 | -110 | -7.08% | Q1 2026 | Apr 13, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,464 | 13 | 0.0% | 0.01% | 245 | -15 | -1.01% | Q1 2026 | Apr 13, 2026 |
| Hara Capital LLC | History | No change | 1,430 | 13 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Torren Management, LLC | History | Reduced | 1,151 | 10 | 0.0% | 0.01% | 248 | -10 | -0.86% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Reduced | 961 | 9 | 0.0% | 0.0% | 251 | -89 | -8.48% | Q1 2026 | May 07, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,000 | 9 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Eukles Asset Management | History | No change | 968 | 9 | 0.0% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Siemens Fonds Invest GmbH | History | No change | 1,054 | 9 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 929 | 8 | 0.0% | 0.0% | 253 | +392 | 73.0% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | Reduced | 829 | 7 | 0.0% | 0.0% | 254 | -101 | -10.86% | Q1 2026 | May 11, 2026 |
| WEBSTER BANK, N. A. | History | No change | 775 | 7 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 674 | 6 | 0.0% | 0.0% | 256 | +519 | 334.84% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 617 | 5 | 0.0% | — | 260 | +614 | 20466.67% | Q1 2026 | Apr 24, 2026 |
| Smartleaf Asset Management LLC | History | New | 610 | 5 | 0.0% | — | 262 | +610 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 603 | 5 | 0.0% | — | 261 | +603 | New | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 613 | 5 | 0.0% | 0.0% | 257 | +3 | 0.49% | Q1 2026 | May 15, 2026 |
| GPS Wealth Strategies Group, LLC | History | No change | 326 | 5 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Salomon & Ludwin, LLC | History | No change | 591 | 5 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 495 | 4 | 0.0% | 0.0% | 263 | +300 | 153.85% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 492 | 4 | 0.0% | 0.0% | 265 | -16 | -3.15% | Q1 2026 | May 06, 2026 |
| PARADIGM ASSET MANAGEMENT CO LLC | History | No change | 501 | 4 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 360 | 3 | 0.0% | 0.0% | 267 | -75 | -17.24% | Q1 2026 | May 01, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 400 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard National Trust Co | History | New | 302 | 2 | 0.0% | — | 272 | +302 | New | Q1 2026 | May 08, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 221 | 2 | 0.0% | — | 273 | +221 | New | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 265 | 2 | 0.0% | 0.0% | 268 | +12 | 4.74% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 228 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Prestige Wealth Management Group LLC | History | No change | 312 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 252 | 2 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 173 | 1 | 0.0% | 0.0% | 275 | -609 | -77.88% | Q1 2026 | Apr 13, 2026 |
| Activest Wealth Management | History | New | 132 | 1 | 0.0% | — | 287 | +132 | New | Q1 2026 | Apr 15, 2026 |
| Horizon Investments, LLC | History | Added to | 174 | 1 | 0.0% | 0.0% | 277 | +87 | 100.0% | Q1 2026 | May 14, 2026 |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | History | Reduced | 134 | 1 | 0.0% | 0.0% | 282 | -49 | -26.78% | Q1 2026 | Apr 29, 2026 |
| Kilter Group LLC | History | Added to | 179 | 1 | 0.0% | 0.0% | 285 | +35 | 24.31% | Q1 2026 | May 14, 2026 |
| HORIZON BANCORP INC /IN/ | History | No change | 128 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| TRUST CO OF VERMONT | History | No change | 88 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| Tradewinds Capital Management, LLC | History | No change | 170 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Mascoma Wealth Management LLC | History | No change | 150 | 1 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Sound Income Strategies, LLC | History | No change | 200 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Global Retirement Partners, LLC | History | No change | 86 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 211 | 1 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| CoreCap Advisors, LLC | History | No change | 183 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Beacon Financial Strategies CORP | History | No change | 130 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.02% | — | -500,000 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -384,755 | -100.0% | Q1 2026 | May 14, 2026 |
| Concentric Capital Strategies, LP | History | Closed out | 0 | 0 | — | 0.24% | — | -293,924 | -100.0% | Q1 2026 | May 15, 2026 |
| Eversept Partners, LP | History | Closed out | 0 | 0 | — | 0.19% | — | -224,139 | -100.0% | Q1 2026 | May 15, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -208,700 | -100.0% | Q1 2026 | May 14, 2026 |
| PFM Health Sciences, LP | History | Closed out | 0 | 0 | — | 0.28% | — | -165,439 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -160,056 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -149,998 | -100.0% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -94,803 | -100.0% | Q1 2026 | May 11, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -75,300 | -100.0% | Q1 2026 | May 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -51,115 | -100.0% | Q1 2026 | May 14, 2026 |
| STEPHENS INC /AR/ | History | Closed out | 0 | 0 | — | 0.01% | — | -50,958 | -100.0% | Q1 2026 | Apr 28, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.12% | — | -45,754 | -100.0% | Q1 2026 | May 12, 2026 |