Graham Holdings Co - GHC
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 415,637 | 439,436 | 0.01% | 0.01% | 1 | +2,415 | 0.58% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 340,841 | 374,447 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Madison Avenue Partners, LP | History | No change | 245,829 | 259,905 | 11.3% | 11.6% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 235,043 | 248,501 | 0.05% | 0.05% | 4 | -2,574 | -1.08% | Q1 2026 | May 07, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 173,937 | 183,896 | 0.01% | — | 5 | +173,937 | New | Q1 2026 | May 08, 2026 |
| Wallace Capital Management Inc. | History | Reduced | 155,071 | 163,950 | 18.83% | 20.78% | 6 | -1,997 | -1.27% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 145,630 | 153,968 | 0.0% | — | 7 | +145,630 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 124,555 | 131,687 | 0.0% | 0.0% | 8 | -2,387 | -1.88% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 92,505 | 97,801 | 0.07% | 0.07% | 9 | +7,582 | 8.93% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 92,241 | 97,522 | 0.04% | 0.05% | 10 | +6,158 | 7.15% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 87,767 | 92,808 | 0.01% | 0.01% | 11 | +598 | 0.69% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 44,148 | 46,675 | 0.01% | 0.01% | 12 | -1,583 | -3.46% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 40,824 | 43,161 | 0.01% | 0.01% | 13 | +1,296 | 3.28% | Q1 2026 | May 14, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | Added to | 37,760 | 39,922 | 1.96% | 1.75% | 14 | +2,039 | 5.71% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 36,542 | 38,635 | 0.0% | 0.0% | 15 | +6,703 | 22.46% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 31,202 | 32,988 | 0.0% | 0.0% | 16 | -4,678 | -13.04% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 29,469 | 31,156 | 0.01% | 0.01% | 17 | -13,991 | -32.19% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 29,270 | 30,945 | 0.01% | 0.01% | 18 | +115 | 0.39% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 28,046 | 29,651 | 0.02% | 0.0% | 19 | +21,702 | 342.09% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 25,777 | 27,061 | 0.0% | 0.0% | 20 | -1,396 | -5.14% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 25,438 | 26,894 | 0.0% | 0.0% | 21 | +921 | 3.76% | Q1 2026 | May 12, 2026 |
| LONDON CO OF VIRGINIA | History | Reduced | 24,079 | 25,461 | 0.16% | 0.16% | 22 | -884 | -3.54% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 22,395 | 23,677 | 0.01% | 0.0% | 23 | +8,975 | 66.88% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 21,752 | 22,997 | 0.01% | — | 24 | +21,752 | New | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | No change | 16,265 | 17,194 | 0.19% | 0.19% | 25 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 15,804 | 16,765 | 0.03% | 0.02% | 26 | +4,769 | 43.22% | Q1 2026 | May 05, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 13,474 | 14,245 | 0.14% | 0.14% | 27 | -75 | -0.55% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 13,290 | 14,050 | 0.0% | 0.0% | 28 | +1,315 | 10.98% | Q1 2026 | May 15, 2026 |
| Bronte Capital Management Pty Ltd. | History | Reduced | 12,785 | 13,517 | 1.34% | 1.46% | 29 | -570 | -4.27% | Q1 2026 | Apr 27, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Added to | 12,764 | 13,494 | 0.62% | 0.55% | 30 | +818 | 6.85% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 12,224 | 12,923 | 0.01% | 0.01% | 31 | +851 | 7.48% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 12,106 | 12,799 | 0.22% | 0.27% | 32 | -2,330 | -16.14% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Added to | 11,309 | 11,956 | 0.05% | 0.05% | 33 | +39 | 0.35% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 10,212 | 10,796 | 0.01% | 0.01% | 34 | +115 | 1.14% | Q1 2026 | May 12, 2026 |
| Edgestream Partners, L.P. | History | Added to | 10,155 | 10,736 | 0.35% | 0.29% | 35 | +883 | 9.52% | Q1 2026 | May 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 9,324 | 10,243 | 0.0% | 0.0% | 36 | +8 | 0.09% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 9,400 | 9,938 | 0.02% | 0.0% | 37 | +7,957 | 551.42% | Q1 2026 | May 14, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 8,820 | 9,689 | 0.06% | 0.06% | 38 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LEE DANNER & BASS INC | History | Added to | 9,150 | 9,673 | 0.61% | 0.35% | 39 | +4,650 | 103.33% | Q1 2026 | Apr 28, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 9,112 | 9,633 | 0.01% | 0.01% | 40 | -2,086 | -18.63% | Q1 2026 | May 04, 2026 |
| GABELLI FUNDS LLC | History | No change | 9,000 | 9,515 | 0.06% | 0.07% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 8,998 | 9,513 | 0.0% | 0.01% | 42 | -5,500 | -37.94% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 8,987 | 9,501 | 0.34% | 0.37% | 43 | -400 | -4.26% | Q1 2026 | Apr 21, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 8,985 | 9,499 | 0.0% | 0.0% | 44 | +5,624 | 167.33% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 8,969 | 9,482 | 0.0% | 0.0% | 45 | +132 | 1.49% | Q1 2026 | May 06, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 8,816 | 9,320 | 0.0% | 0.0% | 46 | +6,080 | 222.22% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 7,482 | 7,910 | 0.0% | 0.0% | 47 | -862 | -10.33% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 7,327 | 7,746 | 0.0% | 0.0% | 48 | +169 | 2.36% | Q1 2026 | Apr 30, 2026 |
| Vest Financial, LLC | History | Added to | 6,594 | 6,971 | 0.08% | 0.08% | 49 | +857 | 14.94% | Q1 2026 | Apr 23, 2026 |
| Swiss National Bank | History | No change | 6,370 | 6,734 | 0.0% | 0.0% | 50 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,066 | 6,413 | 0.01% | 0.01% | 51 | +195 | 3.32% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 5,986 | 6,329 | 0.1% | 0.03% | 52 | +4,500 | 302.83% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 5,751 | 6,080 | 0.0% | 0.0% | 53 | -1,914 | -24.97% | Q1 2026 | May 13, 2026 |
| MARKEL GROUP INC. | History | No change | 5,200 | 5,497 | 0.05% | 0.05% | 54 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| UBS Group AG | History | Reduced | 5,170 | 5,466 | 0.0% | 0.0% | 55 | -6,129 | -54.24% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 5,112 | 5,404 | 0.0% | 0.0% | 56 | +3,495 | 216.14% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 5,042 | 5,330 | 0.0% | 0.0% | 57 | -235 | -4.45% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 4,718 | 4,988 | 0.0% | 0.0% | 58 | -331 | -6.56% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 4,697 | 4,965 | 0.01% | 0.01% | 59 | -1,350 | -22.33% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 4,655 | 4,921 | 0.0% | 0.0% | 60 | -774 | -14.26% | Q1 2026 | May 08, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,546 | 4,806 | 0.0% | — | 61 | +4,546 | New | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 4,403 | 4,655 | 0.0% | 0.0% | 62 | -6,108 | -58.11% | Q1 2026 | May 14, 2026 |
| VELA Investment Management, LLC | History | Reduced | 4,323 | 4,570 | 1.05% | 1.27% | 63 | -596 | -12.12% | Q1 2026 | May 08, 2026 |
| Lafayette Investments, Inc. | History | Reduced | 4,250 | 4,492 | 0.91% | 0.89% | 64 | -40 | -0.93% | Q1 2026 | Apr 27, 2026 |
| Retirement Systems of Alabama | History | Added to | 4,166 | 4,404 | 0.01% | 0.01% | 65 | +88 | 2.16% | Q1 2026 | Apr 24, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 3,974 | 4,201 | 0.0% | 0.0% | 66 | -21 | -0.53% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 3,954 | 4,180 | 0.01% | 0.01% | 67 | -535 | -11.92% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 3,792 | 4,009 | 0.02% | 0.03% | 68 | -1,263 | -24.99% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 3,605 | 3,812 | 0.01% | 0.01% | 69 | +94 | 2.68% | Q1 2026 | Apr 22, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 3,542 | 3,744 | 0.36% | 0.29% | 70 | +941 | 36.18% | Q1 2026 | Apr 10, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 3,534 | 3,736 | 0.0% | 0.0% | 71 | +522 | 17.33% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 3,495 | 3,696 | 0.0% | 0.0% | 72 | +565 | 19.28% | Q1 2026 | May 15, 2026 |
| Mraz, Amerine & Associates, Inc. | History | Reduced | 3,443 | 3,640 | 0.54% | 0.58% | 73 | -133 | -3.72% | Q1 2026 | May 05, 2026 |
| Insight Inv LLC | History | Added to | 3,385 | 3,578 | 1.96% | 1.99% | 74 | +152 | 4.7% | Q1 2026 | Apr 27, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 3,376 | 3,569 | 0.02% | 0.02% | 75 | -25 | -0.74% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 3,335 | 3,525 | 0.05% | 0.06% | 76 | -327 | -8.93% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 3,248 | 3,433 | 0.0% | 0.0% | 77 | +1,562 | 92.65% | Q1 2026 | May 15, 2026 |
| Eagle Strategies LLC | History | Added to | 3,172 | 3,353 | 0.4% | 0.36% | 78 | +628 | 24.69% | Q1 2026 | Apr 20, 2026 |
| ALPS ADVISORS INC | History | Reduced | 3,104 | 3,281 | 0.02% | 0.02% | 80 | -152 | -4.67% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 3,104 | 3,281 | 0.0% | 0.0% | 79 | -148 | -4.55% | Q1 2026 | May 15, 2026 |
| Kingsview Wealth Management, LLC | History | New | 2,985 | 3,155 | 0.04% | — | 81 | +2,985 | New | Q1 2026 | May 12, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Reduced | 2,903 | 3,069 | 1.16% | 1.29% | 82 | -16 | -0.55% | Q1 2026 | May 14, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 2,900 | 3,066 | 0.06% | 0.07% | 83 | -105 | -3.49% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 2,851 | 3,014 | 0.08% | 0.07% | 84 | +201 | 7.58% | Q1 2026 | May 13, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 2,817 | 2,978 | 0.0% | 0.01% | 85 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMI INVESTMENT MANAGEMENT INC | History | Reduced | 2,774 | 2,932 | 0.66% | 0.69% | 86 | -14 | -0.5% | Q1 2026 | Apr 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 2,600 | 2,748 | 0.0% | — | 87 | +2,600 | New | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Added to | 2,598 | 2,746 | 0.0% | 0.0% | 88 | +710 | 37.61% | Q1 2026 | May 11, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | No change | 2,567 | 2,713 | 0.01% | 0.02% | 89 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Cresset Asset Management, LLC | History | Added to | 2,500 | 2,643 | 0.01% | 0.01% | 90 | +8 | 0.32% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 2,472 | 2,613 | 0.01% | 0.01% | 91 | -1,874 | -43.12% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 2,254 | 2,383 | 0.0% | 0.0% | 92 | -66 | -2.84% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 2,116 | 2,324 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| TBH Global Asset Management, LLC | History | Reduced | 2,190 | 2,315 | 0.47% | 0.42% | 94 | -80 | -3.52% | Q1 2026 | Apr 22, 2026 |
| Autumn Glory Partners, LLC | History | No change | 2,171 | 2,295 | 0.84% | 0.84% | 95 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Roundview Capital LLC | History | No change | 2,147 | 2,269 | 0.14% | 0.15% | 96 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ASSETMARK, INC | History | Reduced | 2,135 | 2,256 | 0.0% | 0.01% | 97 | -573 | -21.16% | Q1 2026 | May 06, 2026 |
| GABELLI & Co INVESTMENT ADVISERS, INC. | History | No change | 2,094 | 2,213 | 0.33% | 0.35% | 98 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 2,025 | 2,141 | 0.0% | 0.0% | 99 | -27 | -1.32% | Q1 2026 | May 14, 2026 |
| Cohen Klingenstein LLC | History | No change | 2,000 | 2,114 | 0.07% | 0.07% | 100 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 1,975 | 2,088 | 0.0% | 0.0% | 101 | +1,210 | 158.17% | Q1 2026 | May 01, 2026 |
| XTX Topco Ltd | History | Added to | 1,933 | 2,043 | 0.04% | 0.01% | 102 | +1,705 | 747.81% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 1,930 | 2,040 | 0.0% | 0.0% | 103 | +1,030 | 114.44% | Q1 2026 | May 13, 2026 |
| DENALI ADVISORS LLC | History | No change | 1,800 | 1,903 | 0.21% | 0.22% | 104 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 1,797 | 1,899 | 0.0% | 0.0% | 105 | -7 | -0.39% | Q1 2026 | May 15, 2026 |
| Harrington Investments, INC | History | Reduced | 1,775 | 1,877 | 0.99% | 0.99% | 106 | -15 | -0.84% | Q1 2026 | Apr 13, 2026 |
| Forum Financial Management, LP | History | No change | 1,740 | 1,839 | 0.03% | 0.02% | 107 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,738 | 1,837 | 0.0% | 0.0% | 108 | -420 | -19.46% | Q1 2026 | May 04, 2026 |
| Vanguard Global Advisers, LLC | History | New | 1,710 | 1,807 | 0.0% | — | 109 | +1,710 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 1,700 | 1,797 | 0.01% | 0.01% | 110 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Quadrature Capital Ltd | History | New | 1,641 | 1,734 | 0.02% | — | 111 | +1,641 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,590 | 1,680 | 0.0% | 0.0% | 112 | -2,335 | -59.49% | Q1 2026 | May 11, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 1,589 | 1,679 | 0.01% | 0.01% | 113 | -349 | -18.01% | Q1 2026 | Apr 30, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 1,578 | 1,666 | 0.0% | 0.0% | 114 | +1,480 | 1510.2% | Q1 2026 | May 13, 2026 |
| Evelyn Partners Asset Management Ltd | History | No change | 1,563 | 1,652 | 0.41% | 0.4% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 1,529 | 1,616 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| D. E. Shaw & Co., Inc. | History | No change | 1,487 | 1,572 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STEINBERG ASSET MANAGEMENT LLC | History | No change | 1,471 | 1,555 | 1.01% | 1.2% | 118 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 1,470 | 1,554 | 0.03% | — | 119 | +1,470 | New | Q1 2026 | Apr 27, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 1,469 | 1,551 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AMALGAMATED BANK | History | Added to | 1,463 | 1,547 | 0.01% | 0.01% | 121 | +38 | 2.67% | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 1,428 | 1,522 | 0.0% | 0.0% | 122 | +613 | 75.21% | Q1 2026 | Apr 30, 2026 |
| Norman Fields, Gottscho Capital Management, LLC | History | Reduced | 1,407 | 1,487 | 0.49% | 0.5% | 123 | -2 | -0.14% | Q1 2026 | Apr 02, 2026 |
| BROWN ADVISORY INC | History | Reduced | 1,378 | 1,456 | 0.0% | 0.0% | 124 | -23 | -1.64% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 1,373 | 1,451 | 0.0% | 0.01% | 125 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 1,302 | 1,376 | 0.02% | 0.02% | 126 | -112 | -7.92% | Q1 2026 | May 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 1,246 | 1,318 | 0.01% | 0.01% | 127 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 1,244 | 1,315 | 0.0% | 0.0% | 128 | +3 | 0.24% | Q1 2026 | Apr 27, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Reduced | 1,188 | 1,256 | 0.02% | 0.02% | 129 | -56 | -4.5% | Q1 2026 | May 01, 2026 |
| DELPHI MANAGEMENT INC /MA/ | History | Reduced | 1,166 | 1,233 | 1.48% | 1.46% | 130 | -198 | -14.52% | Q1 2026 | Apr 20, 2026 |
| Voleon Capital Management LP | History | Added to | 1,147 | 1,212 | 0.03% | 0.02% | 131 | +269 | 30.64% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 1,142 | 1,207 | 0.0% | 0.0% | 132 | +756 | 195.85% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,136 | 1,180 | 0.0% | 0.0% | 133 | -584 | -33.95% | Q1 2026 | May 15, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 1,057 | 1,117 | 0.01% | 0.01% | 134 | +84 | 8.63% | Q1 2026 | May 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 1,016 | 1,074 | 0.01% | 0.04% | 135 | -2,698 | -72.64% | Q1 2026 | May 08, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 1,000 | 1,057 | 0.02% | 0.02% | 136 | +100 | 11.11% | Q1 2026 | Apr 20, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 995 | 1,051 | 0.01% | 0.01% | 137 | -53 | -5.06% | Q1 2026 | Apr 24, 2026 |
| Aquatic Capital Management LLC | History | New | 928 | 981 | 0.03% | — | 138 | +928 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 924 | 976 | 0.0% | 0.0% | 139 | -28 | -2.94% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | New | 922 | 974 | 0.05% | — | 140 | +922 | New | Q1 2026 | May 05, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 913 | 965 | 0.0% | 0.0% | 141 | -36 | -3.79% | Q1 2026 | Apr 27, 2026 |
| Douglass Winthrop Advisors, LLC | History | No change | 895 | 946 | 0.02% | 0.02% | 142 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 891 | 942 | 0.03% | 0.03% | 143 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Reduced | 887 | 937 | 0.01% | 0.01% | 144 | -17 | -1.88% | Q1 2026 | May 01, 2026 |
| COMERICA BANK | History | No change | 834 | 916 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 852 | 900 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 851 | 899 | 0.0% | 0.0% | 147 | +1 | 0.12% | Q1 2026 | May 01, 2026 |
| HOWARD FINANCIAL SERVICES, LTD. | History | Added to | 842 | 890 | 0.1% | 0.11% | 148 | +1 | 0.12% | Q1 2026 | Apr 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 840 | 888 | 0.0% | 0.0% | 149 | +804 | 2233.33% | Q1 2026 | May 01, 2026 |
| AFFINITY WEALTH MANAGEMENT LLC | History | No change | 840 | 888 | 0.13% | 0.13% | 150 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | No change | 824 | 871 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 800 | 846 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 796 | 841 | 0.0% | — | 153 | +796 | New | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | No change | 793 | 838 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 788 | 833 | 0.01% | 0.01% | 155 | +124 | 18.67% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Reduced | 779 | 822 | 0.01% | 0.04% | 156 | -1,881 | -70.71% | Q1 2026 | May 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 767 | 811 | 0.0% | 0.0% | 157 | -897 | -53.91% | Q1 2026 | Apr 16, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | No change | 760 | 803 | 0.01% | 0.01% | 158 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Reduced | 750 | 793 | 0.0% | 0.0% | 159 | -442 | -37.08% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 738 | 780 | 0.01% | 0.02% | 160 | -533 | -41.94% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 714 | 754 | 0.0% | 0.0% | 161 | -169 | -19.14% | Q1 2026 | May 08, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 710 | 750 | 0.0% | 0.0% | 162 | +120 | 20.34% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 693 | 732 | 0.02% | 0.02% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 681 | 719 | 0.01% | 0.01% | 164 | -2 | -0.29% | Q1 2026 | Apr 29, 2026 |
| Baker Ellis Asset Management LLC | History | Added to | 678 | 716 | 0.08% | 0.08% | 165 | +58 | 9.35% | Q1 2026 | Apr 17, 2026 |
| Bristlecone Value Partners, LLC | History | New | 677 | 715 | 0.63% | — | 166 | +677 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 674 | 712 | 0.0% | 0.0% | 167 | -97 | -12.58% | Q1 2026 | May 15, 2026 |
| GREENLEAF TRUST | History | Added to | 668 | 706 | 0.01% | 0.01% | 168 | +2 | 0.3% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 643 | 679 | 0.01% | 0.01% | 169 | -13 | -1.98% | Q1 2026 | May 07, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 633 | 669 | 0.01% | 0.01% | 170 | +38 | 6.39% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 624 | 659 | 0.0% | 0.0% | 171 | -12 | -1.89% | Q1 2026 | May 14, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 609 | 643 | 0.07% | 0.04% | 172 | +296 | 94.57% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 604 | 638 | 0.0% | 0.0% | 173 | -45 | -6.93% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 602 | 636 | 0.0% | 0.0% | 174 | -122 | -16.85% | Q1 2026 | Apr 24, 2026 |
| Savant Capital, LLC | History | Added to | 601 | 635 | 0.0% | 0.0% | 175 | +21 | 3.62% | Q1 2026 | May 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 591 | 620 | 0.11% | 0.04% | 176 | +349 | 144.21% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | No change | 570 | 602 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Squarepoint Ops LLC | History | New | 568 | 600 | 0.0% | — | 178 | +568 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 546 | 599 | 0.03% | 0.03% | 179 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 560 | 592 | 0.0% | 0.0% | 180 | -2 | -0.36% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 550 | 581 | 0.0% | 0.0% | 181 | +50 | 10.0% | Q1 2026 | Apr 22, 2026 |
| INCEPTIONR LLC | History | New | 543 | 574 | 0.14% | — | 182 | +543 | New | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 535 | 565 | 0.0% | 0.0% | 183 | +85 | 18.89% | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | Added to | 517 | 546 | 0.16% | 0.04% | 184 | +278 | 116.32% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 507 | 536 | 0.01% | 0.01% | 185 | -310 | -37.94% | Q1 2026 | Apr 22, 2026 |
| SHUFRO ROSE & CO LLC | History | New | 500 | 528 | 0.04% | — | 188 | +500 | New | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 500 | 528 | 0.0% | 0.0% | 187 | +34 | 7.3% | Q1 2026 | May 15, 2026 |
| WEIK CAPITAL MANAGEMENT | History | No change | 500 | 528 | 0.21% | 0.21% | 186 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 490 | 518 | 0.01% | 0.01% | 189 | +158 | 47.59% | Q1 2026 | May 15, 2026 |
| Bannerstone Capital Management, LLC | History | New | 489 | 517 | 0.48% | — | 190 | +489 | New | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 488 | 516 | 0.0% | 0.0% | 191 | -202 | -29.28% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 481 | 508 | 0.04% | 0.04% | 192 | +55 | 12.91% | Q1 2026 | Apr 23, 2026 |
| Palisade Asset Management, LLC | History | No change | 478 | 505 | 0.05% | 0.05% | 193 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| XPONANCE LLC | History | Added to | 462 | 488 | 0.0% | 0.0% | 195 | +65 | 16.37% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 462 | 488 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 455 | 482 | 0.0% | 0.0% | 196 | -145 | -24.17% | Q1 2026 | Apr 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 450 | 475 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 439 | 464 | 0.03% | — | 198 | +439 | New | Q1 2026 | May 08, 2026 |
| ATTICUS WEALTH MANAGEMENT, LLC | History | Added to | 428 | 452 | 0.12% | 0.1% | 199 | +42 | 10.88% | Q1 2026 | Apr 28, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 425 | 449 | 0.0% | 0.0% | 200 | +64 | 17.73% | Q1 2026 | Apr 30, 2026 |
| Sterling Investment Counsel, LLC | History | No change | 404 | 427 | 0.12% | 0.13% | 201 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 400 | 422 | 0.0% | 0.0% | 202 | -100 | -20.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 396 | 418 | 0.0% | 0.0% | 203 | +2 | 0.51% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 375 | 396 | 0.0% | 0.0% | 204 | -38 | -9.2% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | Reduced | 371 | 392 | 0.0% | 0.0% | 205 | -67 | -15.3% | Q1 2026 | May 14, 2026 |
| Composition Wealth, LLC | History | Reduced | 361 | 381 | 0.01% | 0.01% | 206 | -59 | -14.05% | Q1 2026 | Apr 08, 2026 |
| Neuberger Berman Group LLC | History | Added to | 354 | 374 | 0.0% | 0.0% | 207 | +79 | 28.73% | Q1 2026 | May 14, 2026 |
| Garden State Investment Advisory Services LLC | History | No change | 350 | 370 | 0.08% | 0.08% | 208 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 348 | 367 | 0.0% | 0.0% | 209 | +35 | 11.18% | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 338 | 357 | 0.0% | — | 210 | +338 | New | Q1 2026 | May 15, 2026 |
| FOLGER NOLAN FLEMING DOUGLAS CAPITAL MANAGEMENT, INC | History | No change | 332 | 351 | 0.03% | 0.04% | 211 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Empowered Funds, LLC | History | New | 328 | 346 | 0.0% | — | 212 | +328 | New | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 324 | 342 | 0.0% | 0.0% | 213 | +66 | 25.58% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 310 | 340 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 317 | 335 | 0.0% | 0.01% | 215 | -46 | -12.67% | Q1 2026 | Apr 21, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 317 | 335 | 0.02% | 0.03% | 216 | -46 | -12.67% | Q1 2026 | Apr 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 308 | 325 | 0.0% | 0.0% | 217 | -940 | -75.32% | Q1 2026 | May 11, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 300 | 317 | 0.0% | 0.0% | 219 | -303 | -50.25% | Q1 2026 | May 13, 2026 |
| BAHL & GAYNOR INC | History | No change | 300 | 317 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ONTARIO TEACHERS PENSION PLAN BOARD | History | Reduced | 291 | 307 | 0.01% | 0.04% | 220 | -1,348 | -82.25% | Q1 2026 | May 11, 2026 |
| HB Wealth Management, LLC | History | Added to | 289 | 305 | 0.0% | 0.0% | 221 | +32 | 12.45% | Q1 2026 | Apr 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 284 | 300 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 270 | 285 | 0.0% | 0.0% | 223 | -120 | -30.77% | Q1 2026 | May 11, 2026 |
| GUGGENHEIM CAPITAL LLC | History | New | 251 | 265 | 0.0% | — | 224 | +251 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | New | 250 | 264 | 0.01% | — | 225 | +250 | New | Q1 2026 | Apr 27, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 248 | 262 | 0.01% | 0.01% | 226 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 246 | 260 | 0.0% | 0.0% | 227 | -652 | -72.61% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | New | 245 | 259 | 0.03% | — | 228 | +245 | New | Q1 2026 | May 13, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | No change | 244 | 257 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Crossmark Global Holdings, Inc. | History | New | 242 | 255 | 0.0% | — | 230 | +242 | New | Q1 2026 | May 11, 2026 |
| Amundi | History | New | 239 | 252 | 0.0% | — | 231 | +239 | New | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 239 | 252 | 0.01% | — | 232 | +239 | New | Q1 2026 | Apr 29, 2026 |
| Joel Isaacson & Co., LLC | History | No change | 236 | 249 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SIGNATUREFD, LLC | History | No change | 235 | 248 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Kentucky Retirement Systems | History | New | 360 | 239 | 0.02% | — | 235 | +360 | New | Q1 2026 | May 19, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 224 | 236 | 0.0% | 0.0% | 236 | +10 | 4.67% | Q1 2026 | May 05, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 213 | 234 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Quantbot Technologies LP | History | New | 220 | 232 | 0.01% | — | 239 | +220 | New | Q1 2026 | May 13, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 220 | 232 | 0.0% | 0.0% | 238 | +30 | 15.79% | Q1 2026 | Apr 23, 2026 |
| Bridgewater Associates, LP | History | Reduced | 218 | 230 | 0.0% | 0.0% | 240 | -362 | -62.41% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 210 | 222 | 0.01% | 0.01% | 241 | +22 | 11.7% | Q1 2026 | May 15, 2026 |
| Baron Wealth Management LLC | History | Added to | 208 | 219 | 0.07% | 0.07% | 242 | +10 | 5.05% | Q1 2026 | Apr 16, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 199 | 218 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Lexington Hill Partners, LLC | History | New | 201 | 212 | 0.12% | — | 244 | +201 | New | Q1 2026 | Apr 16, 2026 |
| Live Oak Private Wealth LLC | History | No change | 200 | 211 | 0.03% | 0.03% | 245 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 199 | 210 | 0.0% | 0.0% | 246 | -158 | -44.26% | Q1 2026 | May 04, 2026 |
| Abel Hall, LLC | History | Reduced | 198 | 209 | 0.04% | 0.09% | 247 | -161 | -44.85% | Q1 2026 | Apr 28, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 197 | 208 | 0.0% | 0.0% | 248 | -13 | -6.19% | Q1 2026 | May 15, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Reduced | 194 | 205 | 0.0% | 0.0% | 249 | -2 | -1.02% | Q1 2026 | May 08, 2026 |
| Waverly Advisors, LLC | History | Added to | 194 | 205 | 0.0% | 0.0% | 250 | +1 | 0.52% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | Added to | 167 | 176 | 0.06% | 0.06% | 251 | +1 | 0.6% | Q1 2026 | Apr 30, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 150 | 158 | 0.07% | 0.07% | 252 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 143 | 150 | 0.0% | 0.0% | 253 | +1 | 0.7% | Q1 2026 | May 08, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 126 | 133 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 125 | 132 | 0.0% | 0.0% | 255 | +22 | 21.36% | Q1 2026 | Apr 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 110 | 116 | 0.0% | 0.0% | 256 | -19 | -14.73% | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 109 | 114 | 0.0% | 0.0% | 257 | +17 | 18.48% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 107 | 113 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | No change | 100 | 107 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| STRS OHIO | History | Reduced | 100 | 105 | 0.0% | 0.0% | 260 | -1,000 | -90.91% | Q1 2026 | Apr 24, 2026 |
| McMillan Office, Inc. | History | No change | 100 | 105 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SageView Advisory Group, LLC | History | No change | 93 | 102 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Allworth Financial LP | History | Added to | 76 | 80 | 0.0% | 0.0% | 263 | +17 | 28.81% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 75 | 79 | 0.0% | 0.0% | 264 | +2 | 2.74% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 73 | 77 | 0.0% | 0.0% | 265 | +17 | 30.36% | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 71 | 75 | 0.0% | — | 266 | +71 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 63 | 67 | 0.0% | 0.0% | 268 | +23 | 57.5% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 64 | 67 | 0.0% | 0.0% | 267 | -3 | -4.48% | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 57 | 61 | 0.0% | 0.0% | 269 | +48 | 533.33% | Q1 2026 | May 06, 2026 |
| MAI Capital Management | History | Added to | 57 | 60 | 0.0% | 0.0% | 270 | +16 | 39.02% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 55 | 58 | 0.04% | 0.07% | 271 | -61 | -52.59% | Q1 2026 | May 05, 2026 |
| Washington Trust Advisors, Inc. | History | No change | 50 | 52 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Gen-Wealth Partners Inc | History | No change | 50 | 52 | 0.02% | 0.02% | 273 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 45 | 47 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Reduced | 44 | 46 | 0.0% | 0.0% | 275 | -2 | -4.35% | Q1 2026 | Apr 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 43 | 45 | 0.0% | 0.0% | 276 | +5 | 13.16% | Q1 2026 | May 14, 2026 |
| Quent Capital, LLC | History | No change | 42 | 44 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 40 | 42 | 0.0% | — | 278 | +40 | New | Q1 2026 | Apr 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 38 | 40 | 0.0% | 0.0% | 279 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 38 | 40 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 34 | 36 | 0.0% | 0.0% | 281 | +16 | 88.89% | Q1 2026 | Apr 28, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 34 | 35 | 0.0% | 0.0% | 282 | -16 | -32.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Reduced | 30 | 31 | 0.0% | 0.0% | 283 | -6 | -16.67% | Q1 2026 | Apr 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 23 | 25 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UMB Bank, n.a. | History | No change | 22 | 23 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Root Financial Partners, LLC | History | Added to | 21 | 22 | 0.0% | 0.0% | 286 | +4 | 23.53% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | Added to | 20 | 21 | 0.0% | 0.0% | 287 | +2 | 11.11% | Q1 2026 | Apr 06, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 18 | 19 | 0.0% | 0.0% | 288 | +6 | 50.0% | Q1 2026 | May 15, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 16 | 16 | 0.0% | 0.0% | 289 | +6 | 60.0% | Q1 2026 | May 06, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 16 | 16 | 0.0% | 0.0% | 290 | +4 | 33.33% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | No change | 14 | 14 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Optiver Holding B.V. | History | Reduced | 13 | 13 | 0.0% | 0.0% | 292 | -8 | -38.1% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 12 | 12 | 0.0% | 0.0% | 293 | +5 | 71.43% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Reduced | 12 | 12 | 0.0% | 0.0% | 296 | -2 | -14.29% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 12 | 12 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | No change | 12 | 12 | 0.0% | 0.0% | 295 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| True Wealth Design, LLC | History | No change | 10 | 10 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rossby Financial, LCC | History | No change | 10 | 10 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Torren Management, LLC | History | No change | 10 | 10 | 0.0% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| First Pacific Financial | History | Added to | 9 | 9 | 0.0% | 0.0% | 301 | +3 | 50.0% | Q1 2026 | Apr 23, 2026 |