GSK plc - GSK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| FMR LLC | History | Added to | 67,661,646 | 3,734,246 | 0.2% | 0.17% | 1 | +192,237 | 0.28% | Q1 2026 | May 15, 2026 |
| DODGE & COX | History | Reduced | 58,662,974 | 3,237,609 | 1.78% | 1.81% | 2 | -9,854,995 | -14.38% | Q1 2026 | May 14, 2026 |
| Fisher Asset Management, LLC | History | Added to | 34,522,363 | 1,905,289 | 0.65% | 0.56% | 3 | +1,326,378 | 4.0% | Q1 2026 | May 05, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Added to | 25,204,538 | 1,391,038 | 1.1% | 0.93% | 4 | +74,378 | 0.3% | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 11,797,085 | 651,027 | 0.92% | 0.72% | 5 | +2,832,926 | 31.6% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 11,717,613 | 646,695 | 0.12% | 0.11% | 6 | -839,874 | -6.69% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 11,030,651 | 608,781 | 0.04% | 0.02% | 7 | +5,201,988 | 89.25% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 10,289,114 | 567,856 | 0.07% | 0.05% | 8 | +2,047,296 | 24.84% | Q1 2026 | May 15, 2026 |
| JTC Employer Solutions Trustee Ltd | History | Reduced | 9,042,389 | 498,914 | 41.69% | 48.05% | 9 | -5,385,620 | -37.33% | Q1 2026 | May 19, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 7,506,786 | 414,300 | 0.07% | 0.07% | 10 | -973,760 | -11.48% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 7,322,833 | 404,148 | 0.05% | 0.04% | 11 | -571,896 | -7.24% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 5,998,486 | 334,022 | 0.01% | 0.01% | 12 | -254,237 | -4.07% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Reduced | 5,518,433 | 304,562 | 0.73% | 0.84% | 13 | -2,598,094 | -32.01% | Q1 2026 | May 15, 2026 |
| Mondrian Investment Partners LTD | History | Reduced | 4,987,393 | 275,254 | 4.12% | 4.7% | 14 | -819,545 | -14.11% | Q1 2026 | Apr 29, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 4,639,799 | 256,070 | 0.1% | 0.04% | 15 | +2,039,895 | 78.46% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 3,550,904 | 195,974 | 0.0% | 0.0% | 16 | +1,736,715 | 95.73% | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 3,522,566 | 194,410 | 0.5% | 0.44% | 17 | +33,192 | 0.95% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 3,482,054 | 192,174 | 0.59% | 0.54% | 18 | -175,877 | -4.81% | Q1 2026 | May 15, 2026 |
| EQUITY INVESTMENT CORP | History | Reduced | 3,221,035 | 177,768 | 3.48% | 4.07% | 19 | -889,544 | -21.64% | Q1 2026 | May 04, 2026 |
| Aristotle Capital Management, LLC | History | Reduced | 4,352,737 | 161,216 | 0.34% | 0.3% | 20 | -214,280 | -4.69% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 2,817,445 | 155,494 | 0.36% | 0.22% | 21 | +1,080,327 | 62.19% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,586,767 | 142,763 | 0.03% | 0.03% | 22 | +87,313 | 3.49% | Q1 2026 | May 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 2,378,076 | 131,246 | 0.11% | 0.15% | 23 | -1,293,173 | -35.22% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 2,286,880 | 126,212 | 0.12% | 0.08% | 24 | +654,280 | 40.08% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,206,152 | 121,757 | 0.01% | 0.01% | 25 | -1,546,950 | -41.22% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 2,134,235 | 117,788 | 0.02% | 0.05% | 26 | -4,146,648 | -66.02% | Q1 2026 | May 05, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 1,837,744 | 101,425 | 0.03% | 0.04% | 27 | -806,986 | -30.51% | Q1 2026 | May 04, 2026 |
| Eversept Partners, LP | History | Reduced | 1,785,175 | 98,523 | 5.2% | 6.62% | 28 | -894,546 | -33.38% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,748,557 | 96,502 | 0.01% | 0.01% | 29 | +48,344 | 2.84% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 1,698,298 | 93,729 | 0.05% | 0.01% | 30 | +1,321,421 | 350.62% | Q1 2026 | May 12, 2026 |
| LETKO, BROSSEAU & ASSOCIATES INC | History | Reduced | 1,644,613 | 90,766 | 1.46% | 1.34% | 31 | -30,250 | -1.81% | Q1 2026 | May 12, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Reduced | 1,629,351 | 89,923 | 2.46% | 2.43% | 32 | -12,763 | -0.78% | Q1 2026 | Apr 20, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 1,621,397 | 89,484 | 0.05% | 0.07% | 33 | -643,789 | -28.42% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,616,008 | 89,187 | 0.05% | 0.03% | 34 | +384,300 | 31.2% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 1,496,097 | 82,569 | 0.04% | 0.0% | 35 | +1,303,067 | 675.06% | Q1 2026 | May 11, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 1,453,002 | 80,192 | 0.57% | 0.64% | 36 | -271,574 | -15.75% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 1,405,498 | 77,569 | 0.01% | 0.02% | 37 | -1,130,352 | -44.57% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,371,577 | 75,697 | 0.02% | 0.04% | 38 | -1,104,162 | -44.6% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,274,300 | 70,328 | 0.01% | 0.01% | 39 | -144,899 | -10.21% | Q1 2026 | May 15, 2026 |
| Callodine Capital Management, LP | History | Added to | 1,259,477 | 69,510 | 4.86% | 3.96% | 40 | +255,150 | 25.41% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 1,231,009 | 67,936 | 0.08% | 0.07% | 41 | -4,519 | -0.37% | Q1 2026 | May 13, 2026 |
| Alyeska Investment Group, L.P. | History | Added to | 1,210,746 | 66,821 | 0.19% | 0.05% | 42 | +869,118 | 254.4% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,170,848 | 64,619 | 0.01% | 0.01% | 43 | -13,047 | -1.1% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 1,066,648 | 58,868 | 0.04% | 0.05% | 44 | -127,719 | -10.69% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 1,051,317 | 57,940 | 0.06% | 0.05% | 45 | +122,335 | 13.17% | Q1 2026 | May 08, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 1,009,401 | 55,708 | 0.8% | 0.7% | 46 | -35,389 | -3.39% | Q1 2026 | Apr 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 1,116,087 | 54,732 | 0.37% | 0.37% | 47 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LMR Partners LLP | History | Added to | 980,479 | 54,112 | 0.12% | 0.0% | 48 | +927,879 | 1764.03% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 942,429 | 52,012 | 0.01% | 0.0% | 49 | +729,650 | 342.91% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 883,997 | 48,787 | 0.01% | 0.02% | 50 | -698,146 | -44.13% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 877,599 | 48,434 | 0.01% | 0.01% | 51 | -533,656 | -37.81% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 808,139 | 44,601 | 0.01% | 0.01% | 52 | -129,449 | -13.81% | Q1 2026 | May 05, 2026 |
| Thomasville National Bank | History | No change | 890,098 | 43,650 | 2.71% | 2.71% | 53 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| Optiver Holding B.V. | History | Reduced | 774,974 | 42,770 | 0.01% | 0.02% | 54 | -150,046 | -16.22% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 728,504 | 40,206 | 0.06% | 0.03% | 55 | +234,019 | 47.33% | Q1 2026 | May 06, 2026 |
| Bridgewater Associates, LP | History | Reduced | 698,666 | 38,559 | 0.17% | 0.25% | 56 | -717,859 | -50.68% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 682,850 | 37,686 | 0.03% | 0.03% | 57 | -63,845 | -8.55% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 673,767 | 37,185 | 0.02% | 0.01% | 58 | -19,238 | -2.78% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 648,096 | 35,768 | 0.15% | 0.1% | 59 | +14,592 | 2.3% | Q1 2026 | May 13, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Reduced | 636,839 | 35,147 | 0.6% | 0.54% | 60 | -25,178 | -3.8% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 621,987 | 34,327 | 0.03% | 0.04% | 61 | -214,207 | -25.62% | Q1 2026 | May 12, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 605,665 | 33,427 | 0.35% | 0.37% | 62 | -248,666 | -29.11% | Q1 2026 | Apr 16, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 578,828 | 31,389 | 0.0% | 0.01% | 63 | -1,702,989 | -74.63% | Q1 2026 | May 13, 2026 |
| Qube Research & Technologies Ltd | History | New | 549,222 | 30,311 | 0.03% | — | 64 | +549,222 | New | Q1 2026 | May 15, 2026 |
| ABC ARBITRAGE SA | History | Reduced | 541,753 | 29,899 | 3.97% | 2.66% | 65 | -36,639 | -6.33% | Q1 2026 | May 04, 2026 |
| WELCH & FORBES LLC | History | No change | 518,597 | 28,621 | 0.37% | 0.31% | 66 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | Added to | 480,636 | 26,526 | 0.05% | 0.04% | 67 | +47,772 | 11.04% | Q1 2026 | May 06, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 459,137 | 25,339 | 0.03% | 0.01% | 68 | +202,257 | 78.74% | Q1 2026 | May 14, 2026 |
| OLD MISSION CAPITAL LLC | History | Added to | 435,091 | 24,012 | 0.38% | 0.18% | 69 | +275,181 | 172.08% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 427,414 | 23,588 | 0.02% | 0.01% | 70 | +45,772 | 11.99% | Q1 2026 | May 12, 2026 |
| HRT FINANCIAL LP | History | Added to | 425,687 | 23,493 | 0.06% | 0.05% | 71 | +129,940 | 43.94% | Q1 2026 | May 14, 2026 |
| Foster Victor Wealth Advisors, LLC | History | Added to | 394,595 | 23,352 | 1.33% | 1.1% | 72 | +3,390 | 0.87% | Q1 2026 | Apr 20, 2026 |
| Sio Capital Management, LLC | History | New | 385,879 | 21,296 | 3.05% | — | 73 | +385,879 | New | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 381,099 | 21,053 | 0.0% | 0.0% | 74 | +80,716 | 26.87% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 381,191 | 21,037 | 0.01% | 0.0% | 75 | +376,007 | 7253.22% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Added to | 380,397 | 20,994 | 0.01% | 0.0% | 76 | +378,438 | 19317.92% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Reduced | 378,190 | 20,872 | 0.02% | 0.02% | 77 | -84,251 | -18.22% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 375,994 | 20,751 | 0.54% | 0.27% | 78 | +146,782 | 64.04% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 370,518 | 20,448 | 0.03% | 0.03% | 79 | +48,829 | 15.18% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Added to | 350,902 | 19,366 | 0.14% | 0.0% | 80 | +346,095 | 7199.81% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 340,474 | 19,063 | 0.92% | 0.9% | 81 | -55,546 | -14.03% | Q1 2026 | Apr 27, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 340,254 | 18,778 | 0.03% | 0.03% | 82 | -6,973 | -2.01% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 336,506 | 18,571 | 0.0% | 0.0% | 83 | +46,618 | 16.08% | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 325,646 | 17,972 | 0.39% | 0.34% | 84 | -6,229 | -1.88% | Q1 2026 | Apr 30, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 313,984 | 17,328 | 0.13% | 0.11% | 85 | -14,780 | -4.5% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 311,292 | 17,180 | 0.03% | 0.08% | 86 | -724,280 | -69.94% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 309,600 | 17,086 | 0.03% | 0.02% | 87 | +119,400 | 62.78% | Q1 2026 | May 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 303,169 | 16,731 | 0.03% | 0.02% | 88 | -3,086 | -1.01% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | Reduced | 299,400 | 16,523 | 0.01% | 0.01% | 89 | -49,500 | -14.19% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 297,310 | 16,409 | 0.04% | 0.04% | 90 | -39,471 | -11.72% | Q1 2026 | Apr 22, 2026 |
| Walleye Trading LLC | History | Added to | 291,161 | 16,069 | 0.03% | 0.02% | 91 | +75,261 | 34.86% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 283,123 | 15,625 | 0.01% | 0.01% | 92 | +46,521 | 19.66% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Reduced | 281,675 | 15,545 | 0.35% | 0.3% | 93 | -4,254 | -1.49% | Q1 2026 | May 13, 2026 |
| Stockman Wealth Management, Inc. | History | Added to | 270,147 | 14,909 | 1.65% | 1.54% | 94 | +53 | 0.02% | Q1 2026 | Apr 13, 2026 |
| TruWealth Advisors, LLC | History | Added to | 269,102 | 14,851 | 0.71% | 0.64% | 95 | +2,720 | 1.02% | Q1 2026 | Apr 09, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 259,600 | 14,327 | 0.01% | 0.01% | 96 | -159,600 | -38.07% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 256,515 | 14,157 | 0.02% | 0.02% | 97 | -15,958 | -5.86% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 254,716 | 14,058 | 0.02% | 0.01% | 98 | +54,909 | 27.48% | Q1 2026 | May 13, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 252,458 | 13,933 | 0.02% | 0.02% | 99 | -97,183 | -27.8% | Q1 2026 | Apr 27, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 238,466 | 13,160 | 0.07% | 0.06% | 100 | +28,313 | 13.47% | Q1 2026 | May 13, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 236,000 | 13,024 | 0.23% | 0.58% | 101 | -764,000 | -76.4% | Q1 2026 | May 15, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 235,477 | 12,995 | 0.18% | 1.06% | 102 | -1,414,827 | -85.73% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Added to | 228,508 | 12,611 | 0.02% | 0.01% | 103 | +7,589 | 3.44% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 225,955 | 12,477 | 0.02% | 0.02% | 104 | +12,822 | 6.02% | Q1 2026 | May 15, 2026 |
| Transmarket Holdings LP | History | Added to | 222,457 | 12,277 | 6.56% | 1.0% | 105 | +194,641 | 699.74% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 220,565 | 12,172 | 0.01% | 0.01% | 106 | -34,790 | -13.62% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 223,097 | 12,012 | 0.01% | 0.0% | 107 | +70,725 | 46.42% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | New | 212,366 | 11,720 | 0.0% | — | 108 | +212,366 | New | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Added to | 212,287 | 11,716 | 0.16% | 0.08% | 109 | +152,749 | 256.56% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Added to | 210,633 | 11,468 | 0.02% | 0.01% | 110 | +162,332 | 336.08% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 207,807 | 11,468 | 0.06% | 0.06% | 111 | -21,208 | -9.26% | Q1 2026 | May 05, 2026 |
| ADVISORY RESEARCH INC | History | Reduced | 204,282 | 11,274 | 1.39% | 2.0% | 112 | -119,556 | -36.92% | Q1 2026 | May 14, 2026 |
| Hamilton Wealth, LLC | History | Added to | 195,567 | 10,793 | 0.77% | 0.53% | 113 | +138,962 | 245.49% | Q1 2026 | May 18, 2026 |
| Altrius Capital Management Inc | History | Reduced | 193,180 | 10,661 | 2.12% | 2.05% | 114 | -3,827 | -1.94% | Q1 2026 | May 05, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 208,254 | 10,102 | 1.0% | 1.05% | 115 | -2,559 | -1.21% | Q1 2026 | May 06, 2026 |
| GRIMES & Co WEALTH MANAGEMENT, LLC | History | Reduced | 182,311 | 10,061 | 0.28% | 0.22% | 116 | -3,253 | -1.75% | Q1 2026 | Apr 21, 2026 |
| Bell Bank | History | Reduced | 182,228 | 10,057 | 0.43% | 0.39% | 117 | -1,972 | -1.07% | Q1 2026 | Apr 23, 2026 |
| Cerity Partners LLC | History | Added to | 181,753 | 10,030 | 0.01% | 0.01% | 118 | +254 | 0.14% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 180,411 | 9,956 | 0.01% | 0.01% | 119 | -29,405 | -14.01% | Q1 2026 | May 15, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 177,993 | 9,823 | 0.1% | 0.08% | 120 | +33,462 | 23.15% | Q1 2026 | Apr 27, 2026 |
| Visionary Wealth Advisors | History | Reduced | 175,589 | 9,690 | 0.43% | 0.46% | 121 | -33,612 | -16.07% | Q1 2026 | May 13, 2026 |
| KEATING INVESTMENT COUNSELORS INC | History | Reduced | 175,168 | 9,667 | 2.39% | 2.45% | 122 | -4,941 | -2.74% | Q1 2026 | Apr 27, 2026 |
| PEAK6 LLC | History | Reduced | 173,200 | 9,558 | 0.02% | 0.04% | 123 | -250,700 | -59.14% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 169,014 | 9,327 | 0.02% | 0.23% | 124 | -2,674,401 | -94.06% | Q1 2026 | May 11, 2026 |
| Ethic Inc. | History | Reduced | 166,531 | 9,190 | 0.14% | 0.13% | 125 | -1,617 | -0.96% | Q1 2026 | Apr 27, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 166,369 | 9,181 | 0.03% | 0.04% | 126 | -135,208 | -44.83% | Q1 2026 | May 04, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Added to | 164,166 | 9,138 | 0.26% | 0.21% | 127 | +2,504 | 1.55% | Q1 2026 | Apr 28, 2026 |
| Clean Yield Group | History | Added to | 161,978 | 8,939 | 2.52% | 2.2% | 128 | +621 | 0.38% | Q1 2026 | Apr 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 161,031 | 8,887 | 0.14% | 0.11% | 129 | +10,073 | 6.67% | Q1 2026 | May 01, 2026 |
| KAHN BROTHERS GROUP INC | History | Reduced | 160,982 | 8,884 | 1.57% | 1.55% | 130 | -17,714 | -9.91% | Q1 2026 | May 08, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 155,860 | 8,601 | 0.01% | 0.01% | 131 | -5,023 | -3.12% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 155,589 | 8,587 | 0.01% | 0.01% | 132 | +58,601 | 60.42% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 154,094 | 8,504 | 0.02% | 0.02% | 133 | -1,572 | -1.01% | Q1 2026 | May 14, 2026 |
| HOURGLASS CAPITAL, LLC | History | Added to | 144,213 | 7,959 | 1.66% | 1.46% | 134 | +5,804 | 4.19% | Q1 2026 | May 04, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 143,571 | 7,923 | 0.01% | 0.01% | 135 | -28,031 | -16.33% | Q1 2026 | May 13, 2026 |
| Pinnacle Financial Partners, Inc. | History | Reduced | 140,630 | 7,761 | 0.06% | 0.05% | 136 | -1,327 | -0.93% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 128,795 | 7,108 | 0.01% | 0.01% | 137 | +12,547 | 10.79% | Q1 2026 | May 14, 2026 |
| ARS Wealth Advisors Group, LLC | History | New | 127,516 | 7,037 | 0.59% | — | 138 | +127,516 | New | Q1 2026 | Apr 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 125,740 | 6,939 | 0.3% | 0.24% | 139 | +10,823 | 9.42% | Q1 2026 | May 08, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 124,760 | 6,885 | 0.25% | 0.27% | 140 | -27,900 | -18.28% | Q1 2026 | Apr 21, 2026 |
| HighTower Advisors, LLC | History | Added to | 124,002 | 6,843 | 0.01% | 0.01% | 141 | +1,275 | 1.04% | Q1 2026 | May 05, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 123,914 | 6,838 | 1.24% | 0.83% | 142 | +44,884 | 56.79% | Q1 2026 | May 13, 2026 |
| Midwest Trust Co | History | Reduced | 123,256 | 6,802 | 0.08% | 0.08% | 143 | -4,486 | -3.51% | Q1 2026 | May 01, 2026 |
| Arjuna Capital | History | Added to | 123,202 | 6,799 | 1.73% | 1.43% | 144 | +4,496 | 3.79% | Q1 2026 | May 06, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 122,000 | 6,733 | 1.07% | 1.16% | 145 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 121,637 | 6,713 | 2.98% | 2.08% | 146 | -4,970 | -3.93% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Added to | 121,594 | 6,710 | 0.21% | 0.21% | 147 | +28,709 | 30.91% | Q1 2026 | Apr 29, 2026 |
| Gilman Hill Asset Management, LLC | History | Reduced | 121,175 | 6,687 | 1.01% | 0.98% | 148 | -5,673 | -4.47% | Q1 2026 | Apr 08, 2026 |
| ProVise Management Group, LLC | History | Added to | 120,951 | 6,675 | 0.48% | 0.42% | 149 | +1,101 | 0.92% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 120,527 | 6,651 | 0.06% | 0.05% | 150 | -15,398 | -11.33% | Q1 2026 | May 13, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Reduced | 118,898 | 6,561 | 1.93% | 1.85% | 151 | -168 | -0.14% | Q1 2026 | Apr 30, 2026 |
| RENAISSANCE GROUP LLC | History | New | 116,633 | 6,436 | 0.27% | — | 152 | +116,633 | New | Q1 2026 | May 13, 2026 |
| TrueMark Investments, LLC | History | Added to | 115,322 | 6,364 | 1.24% | 0.95% | 153 | +14,190 | 14.03% | Q1 2026 | Apr 20, 2026 |
| OPAL CAPITAL LLC | History | Added to | 115,322 | 6,364 | 1.13% | 1.24% | 154 | +14,047 | 13.87% | Q1 2026 | May 15, 2026 |
| CREDIT AGRICOLE S A | History | Reduced | 114,180 | 6,301 | 0.02% | 0.01% | 155 | -14,297 | -11.13% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 113,973 | 6,290 | 0.02% | 0.02% | 156 | -5,637 | -4.71% | Q1 2026 | Apr 30, 2026 |
| Stablepoint Partners, LLC | History | Reduced | 108,849 | 6,007 | 0.89% | 0.91% | 157 | -9,644 | -8.14% | Q1 2026 | Apr 30, 2026 |
| Arkadios Wealth Advisors | History | Added to | 108,026 | 5,961 | 0.1% | 0.1% | 158 | +647 | 0.6% | Q1 2026 | May 18, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 107,000 | 5,905 | 0.0% | 0.0% | 159 | -1,402 | -1.29% | Q1 2026 | May 07, 2026 |
| JBF Capital, Inc. | History | Added to | 100,200 | 5,809 | 0.86% | 0.71% | 160 | +200 | 0.2% | Q1 2026 | May 08, 2026 |
| Stanley-Laman Group, Ltd. | History | Added to | 105,176 | 5,804 | 0.71% | 0.65% | 161 | +1,040 | 1.0% | Q1 2026 | Apr 16, 2026 |
| Corient Private Wealth LLC | History | Reduced | 104,513 | 5,708 | 0.01% | 0.01% | 162 | -12,914 | -11.0% | Q1 2026 | May 15, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | Reduced | 102,954 | 5,682 | 0.02% | 0.02% | 163 | -26,559 | -20.51% | Q1 2026 | Apr 28, 2026 |
| LEUTHOLD GROUP, LLC | History | Added to | 102,505 | 5,657 | 0.6% | 0.53% | 164 | +2,147 | 2.14% | Q1 2026 | May 06, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 101,686 | 5,612 | 0.03% | 0.02% | 165 | +28,362 | 38.68% | Q1 2026 | May 05, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 102,099 | 5,562 | 0.01% | 0.01% | 166 | -26,418 | -20.56% | Q1 2026 | Apr 08, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 98,990 | 5,461 | 0.0% | 0.0% | 167 | +31,302 | 46.24% | Q1 2026 | May 14, 2026 |
| Stamos Capital Partners, L.P. | History | Reduced | 98,255 | 5,422 | 0.85% | 0.95% | 168 | -21,928 | -18.25% | Q1 2026 | May 13, 2026 |
| Hillman Capital Management, Inc. | History | Reduced | 97,432 | 5,377 | 3.73% | 3.53% | 169 | -16,904 | -14.78% | Q1 2026 | May 15, 2026 |
| Krensavage Asset Management, LLC | History | No change | 96,729 | 5,338 | 2.09% | 1.68% | 170 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 96,270 | 5,317 | 0.01% | 0.0% | 171 | +29,344 | 43.85% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Reduced | 93,504 | 5,160 | 0.03% | 0.09% | 172 | -8,957 | -8.74% | Q1 2026 | May 14, 2026 |
| Pathstone Holdings, LLC | History | Added to | 89,761 | 4,959 | 0.02% | 0.01% | 173 | +13,783 | 18.14% | Q1 2026 | May 11, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 89,443 | 4,936 | 0.08% | 0.06% | 174 | +18,014 | 25.22% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 88,908 | 4,906 | 0.05% | 0.04% | 175 | -3,360 | -3.64% | Q1 2026 | May 14, 2026 |
| Yelin Lapidot Holdings Management Ltd. | History | No change | 88,500 | 4,884 | 1.02% | 0.87% | 176 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Diversified Trust Co | History | Added to | 88,022 | 4,857 | 0.09% | 0.08% | 177 | +877 | 1.01% | Q1 2026 | Apr 16, 2026 |
| Roberts Wealth Advisors, LLC | History | Reduced | 85,476 | 4,717 | 1.2% | 1.1% | 178 | -295 | -0.34% | Q1 2026 | Apr 07, 2026 |
| Blackstone Inc. | History | New | 85,001 | 4,691 | 0.02% | — | 179 | +85,001 | New | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 82,462 | 4,551 | 0.05% | 0.08% | 180 | -37,439 | -31.22% | Q1 2026 | May 15, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 81,785 | 4,513 | 0.36% | 0.33% | 181 | -458 | -0.56% | Q1 2026 | May 06, 2026 |
| Cohen Klingenstein LLC | History | No change | 79,398 | 4,381 | 0.14% | 0.12% | 182 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Brentview Investment Management LLC | History | New | 78,510 | 4,332 | 1.87% | — | 183 | +78,510 | New | Q1 2026 | May 13, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 72,610 | 4,007 | 0.53% | 0.52% | 184 | -6,330 | -8.02% | Q1 2026 | May 06, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | New | 70,151 | 3,871 | 0.04% | — | 185 | +70,151 | New | Q1 2026 | May 05, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 70,117 | 3,869 | 0.09% | 0.07% | 186 | +9,336 | 15.36% | Q1 2026 | May 11, 2026 |
| Farringdon Capital, Ltd. | History | Added to | 69,914 | 3,858 | 0.85% | 0.56% | 187 | +23,608 | 50.98% | Q1 2026 | May 15, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 69,439 | 3,832 | 0.94% | 0.88% | 188 | -157 | -0.23% | Q1 2026 | May 11, 2026 |
| Old Port Advisors | History | Added to | 68,665 | 3,789 | 0.87% | 0.82% | 189 | +338 | 0.49% | Q1 2026 | Apr 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 67,388 | 3,719 | 0.0% | 0.0% | 190 | +10,967 | 19.44% | Q1 2026 | May 14, 2026 |
| BAR HARBOR WEALTH MANAGEMENT | History | No change | 67,092 | 3,702 | 0.22% | 0.19% | 191 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| NKCFO LLC | History | No change | 66,800 | 3,687 | 1.09% | 0.95% | 192 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 66,727 | 3,682 | 0.06% | 0.05% | 193 | +8,223 | 14.06% | Q1 2026 | Apr 20, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 66,540 | 3,672 | 0.04% | 0.04% | 194 | -13,559 | -16.93% | Q1 2026 | May 13, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Reduced | 66,530 | 3,671 | 0.04% | 0.19% | 195 | -278,256 | -80.7% | Q1 2026 | May 05, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 66,200 | 3,653 | 0.02% | 0.04% | 196 | -243,500 | -78.62% | Q1 2026 | May 14, 2026 |
| MONECO ADVISORS, LLC | History | Reduced | 64,469 | 3,558 | 0.28% | 0.25% | 197 | -757 | -1.16% | Q1 2026 | May 07, 2026 |
| Amundi | History | Reduced | 63,429 | 3,500 | 0.0% | 0.0% | 198 | -2,049 | -3.13% | Q1 2026 | May 15, 2026 |
| Cardinal Capital Management | History | Added to | 62,170 | 3,460 | 0.45% | 0.4% | 199 | +426 | 0.69% | Q1 2026 | Apr 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 61,836 | 3,412 | 0.01% | 0.01% | 200 | -10,203 | -14.16% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 61,375 | 3,387 | 0.01% | 0.01% | 201 | +5,797 | 10.43% | Q1 2026 | Apr 30, 2026 |
| DYMON ASIA CAPITAL (SINGAPORE) PTE. LTD. | History | New | 60,200 | 3,322 | 0.34% | — | 202 | +60,200 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 60,115 | 3,309 | 0.02% | 0.02% | 203 | -33,190 | -35.57% | Q1 2026 | May 15, 2026 |
| AIMZ Investment Advisors, LLC | History | Reduced | 59,334 | 3,274 | 1.01% | 0.85% | 204 | -1,489 | -2.45% | Q1 2026 | May 15, 2026 |
| ADVISORS MANAGEMENT GROUP INC /ADV | History | Reduced | 59,204 | 3,267 | 0.6% | 0.66% | 205 | -14,886 | -20.09% | Q1 2026 | May 01, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 58,611 | 3,234 | 0.04% | 0.02% | 206 | +28,423 | 94.15% | Q1 2026 | May 08, 2026 |
| Equitable Holdings, Inc. | History | Reduced | 65,878 | 3,233 | 0.02% | 0.02% | 207 | -3,520 | -5.07% | Q1 2026 | May 15, 2026 |
| LINCLUDEN MANAGEMENT LTD | History | Reduced | 58,371 | 3,221 | 0.34% | 0.3% | 208 | -42,506 | -42.14% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 58,370 | 3,221 | 0.04% | 0.04% | 209 | -14,802 | -20.23% | Q1 2026 | Apr 23, 2026 |
| Simmons Bank | History | Reduced | 57,886 | 3,194 | 0.21% | 0.2% | 210 | -2,636 | -4.36% | Q1 2026 | Apr 23, 2026 |
| MADDEN SECURITIES Corp | History | Reduced | 57,180 | 3,155 | 0.95% | 0.86% | 211 | -250 | -0.44% | Q1 2026 | May 05, 2026 |
| Verition Fund Management LLC | History | Reduced | 56,737 | 3,131 | 0.02% | 0.02% | 212 | -46,131 | -44.84% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 55,997 | 3,090 | 0.01% | 0.01% | 213 | -1,016 | -1.78% | Q1 2026 | May 13, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 55,574 | 3,067 | 0.04% | 0.03% | 214 | +11,284 | 25.48% | Q1 2026 | May 13, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 55,198 | 3,046 | 0.09% | 0.08% | 215 | +3,736 | 7.26% | Q1 2026 | Apr 27, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 55,022 | 3,036 | 0.03% | 0.02% | 216 | +1,944 | 3.66% | Q1 2026 | May 11, 2026 |
| Prospera Financial Services Inc | History | Added to | 54,774 | 3,023 | 0.05% | 0.04% | 217 | +4,241 | 8.39% | Q1 2026 | Apr 14, 2026 |
| Robinson Value Management, Ltd. | History | Reduced | 53,990 | 2,979 | 1.66% | 1.49% | 218 | -2,178 | -3.88% | Q1 2026 | May 05, 2026 |
| PHILADELPHIA TRUST CO | History | No change | 53,688 | 2,963 | 0.21% | 0.18% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Lido Advisors, LLC | History | Added to | 53,560 | 2,962 | 0.01% | 0.01% | 220 | +7,889 | 17.27% | Q1 2026 | May 13, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 53,330 | 2,943 | 0.28% | 0.21% | 221 | +8,133 | 17.99% | Q1 2026 | May 05, 2026 |
| Argent Advisors, Inc. | History | Reduced | 53,310 | 2,942 | 0.8% | 0.75% | 222 | -1,251 | -2.29% | Q1 2026 | Apr 24, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 52,356 | 2,889 | 0.16% | 0.14% | 223 | +28,315 | 117.78% | Q1 2026 | Apr 22, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 52,017 | 2,870 | 0.01% | 0.01% | 224 | +5,006 | 10.65% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Reduced | 51,606 | 2,848 | 0.01% | 0.01% | 225 | -3,129 | -5.72% | Q1 2026 | Apr 24, 2026 |
| Optimist Retirement Group LLC | History | Reduced | 51,272 | 2,829 | 1.25% | 1.3% | 226 | -6,776 | -11.67% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 50,700 | 2,798 | 0.01% | 0.0% | 227 | +21,200 | 71.86% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 50,151 | 2,767 | 0.08% | 0.07% | 228 | +999 | 2.03% | Q1 2026 | May 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 49,946 | 2,756 | 0.0% | 0.0% | 229 | +3,466 | 7.46% | Q1 2026 | May 15, 2026 |
| Ledyard National Bank | History | Added to | 49,944 | 2,756 | 0.24% | 0.21% | 230 | +640 | 1.3% | Q1 2026 | Apr 24, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 49,891 | 2,753 | 0.01% | 0.01% | 231 | +532 | 1.08% | Q1 2026 | May 13, 2026 |
| Haverford Trust Co | History | Reduced | 49,820 | 2,749 | 0.03% | 0.02% | 232 | -1,026 | -2.02% | Q1 2026 | May 11, 2026 |
| CHRISTINE MESSMER PC | History | Added to | 49,718 | 2,743 | 1.75% | 1.52% | 233 | +2,242 | 4.72% | Q1 2026 | Apr 21, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 49,164 | 2,713 | 0.05% | — | 234 | +49,164 | New | Q1 2026 | Apr 27, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 54,668 | 2,680 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Koss-Olinger Consulting, LLC | History | Reduced | 48,544 | 2,679 | 0.22% | 0.19% | 236 | -437 | -0.89% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 54,502 | 2,672 | 0.05% | 0.05% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Atria Investments, Inc | History | Reduced | 47,842 | 2,640 | 0.03% | 0.05% | 238 | -38,452 | -44.56% | Q1 2026 | May 05, 2026 |
| First Bank & Trust | History | Reduced | 47,771 | 2,636 | 0.42% | 0.45% | 239 | -8,562 | -15.2% | Q1 2026 | Apr 10, 2026 |
| CWA Asset Management Group, LLC | History | Added to | 46,941 | 2,590 | 0.09% | 0.07% | 240 | +5,995 | 14.64% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | Added to | 46,265 | 2,553 | 0.04% | 0.03% | 241 | +1,591 | 3.56% | Q1 2026 | Apr 07, 2026 |
| NICOLET BANKSHARES INC | History | Added to | 45,512 | 2,530 | 0.09% | 0.15% | 242 | +26,867 | 144.1% | Q1 2026 | May 14, 2026 |
| Advisory Services Network, LLC | History | Reduced | 45,737 | 2,524 | 0.03% | 0.04% | 243 | -6,598 | -12.61% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 45,333 | 2,522 | 0.06% | 0.04% | 244 | +2,877 | 6.78% | Q1 2026 | May 15, 2026 |
| Dorsey Wright & Associates | History | New | 45,693 | 2,521 | 0.31% | — | 245 | +45,693 | New | Q1 2026 | May 06, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 44,818 | 2,473 | 0.02% | 0.01% | 246 | -1,844 | -3.95% | Q1 2026 | May 15, 2026 |
| TWIN CITY PRIVATE WEALTH, LLC | History | Added to | 44,445 | 2,473 | 1.88% | 1.64% | 247 | +533 | 1.21% | Q1 2026 | Apr 24, 2026 |
| Naviter Wealth, LLC | History | Added to | 43,754 | 2,435 | 0.3% | 0.27% | 248 | +1,682 | 4.0% | Q1 2026 | Apr 10, 2026 |
| Kendall Capital Management | History | Added to | 43,766 | 2,415 | 0.49% | 0.43% | 249 | +1,810 | 4.31% | Q1 2026 | Apr 24, 2026 |
| FOSTER & MOTLEY INC | History | Added to | 43,109 | 2,379 | 0.12% | 0.09% | 250 | +7,272 | 20.29% | Q1 2026 | Apr 21, 2026 |
| OPPENHEIMER & CO INC | History | Reduced | 43,081 | 2,377 | 0.03% | 0.03% | 251 | -1,277 | -2.88% | Q1 2026 | Apr 23, 2026 |
| DGS Capital Management, LLC | History | Added to | 42,695 | 2,356 | 0.39% | 0.33% | 252 | +2,761 | 6.91% | Q1 2026 | Apr 28, 2026 |
| Horizon Investments, LLC | History | Added to | 42,478 | 2,344 | 0.03% | 0.01% | 253 | +22,417 | 111.74% | Q1 2026 | May 14, 2026 |
| Beverly Hills Private Wealth, LLC | History | Added to | 42,432 | 2,341 | 0.39% | 0.31% | 254 | +5,209 | 13.99% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Reduced | 41,306 | 2,300 | 0.03% | 0.03% | 255 | -2,411 | -5.52% | Q1 2026 | May 12, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 41,500 | 2,290 | 0.04% | 0.04% | 256 | -5,700 | -12.08% | Q1 2026 | May 14, 2026 |
| BONNESS ENTERPRISES INC | History | No change | 41,480 | 2,289 | 0.84% | 0.7% | 257 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Reduced | 40,799 | 2,251 | 0.01% | 0.01% | 258 | -1,028 | -2.46% | Q1 2026 | May 12, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 40,184 | 2,237 | 0.16% | 0.15% | 259 | +135 | 0.34% | Q1 2026 | Apr 20, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 40,423 | 2,230 | 0.0% | 0.0% | 260 | +34,519 | 584.67% | Q1 2026 | May 13, 2026 |
| CITIZENS & NORTHERN CORP | History | Added to | 40,036 | 2,209 | 0.55% | 0.48% | 261 | +441 | 1.11% | Q1 2026 | Apr 27, 2026 |
| American Assets Investment Management, LLC | History | No change | 40,000 | 2,207 | 0.15% | 0.14% | 262 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 39,314 | 2,169 | 0.12% | 0.11% | 263 | +512 | 1.32% | Q1 2026 | Apr 16, 2026 |
| Compound Planning, Inc. | History | Added to | 38,998 | 2,152 | 0.07% | 0.05% | 264 | +1,012 | 2.66% | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 38,945 | 2,149 | 0.02% | 0.02% | 265 | -13,775 | -26.13% | Q1 2026 | Apr 07, 2026 |
| Manske Wealth Management | History | Reduced | 38,569 | 2,128 | 0.6% | 0.57% | 266 | -434 | -1.11% | Q1 2026 | Apr 30, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 38,488 | 2,124 | 0.03% | 0.03% | 267 | -3,687 | -8.74% | Q1 2026 | May 11, 2026 |
| Brookstone Capital Management | History | Added to | 38,359 | 2,117 | 0.02% | 0.02% | 268 | +3,427 | 9.81% | Q1 2026 | Apr 16, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 38,170 | 2,106 | 0.01% | 0.0% | 269 | +12,784 | 50.36% | Q1 2026 | Apr 24, 2026 |
| United Bank | History | Added to | 38,083 | 2,101 | 0.7% | 0.62% | 270 | +747 | 2.0% | Q1 2026 | May 01, 2026 |
| Nicholas Hoffman & Company, LLC. | History | Reduced | 37,910 | 2,092 | 0.05% | 0.05% | 271 | -7,040 | -15.66% | Q1 2026 | Apr 29, 2026 |
| Vise Technologies, Inc. | History | No change | 42,671 | 2,092 | 0.04% | 0.04% | 272 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Merit Financial Group, LLC | History | Added to | 37,729 | 2,082 | 0.02% | 0.01% | 273 | +4,656 | 14.08% | Q1 2026 | Apr 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 37,173 | 2,051 | 0.06% | 0.05% | 274 | -46 | -0.12% | Q1 2026 | Apr 27, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 37,146 | 2,050 | 0.01% | 0.0% | 275 | +25,073 | 207.68% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 36,983 | 2,041 | 0.02% | 0.01% | 276 | +9,064 | 32.47% | Q1 2026 | May 14, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 36,757 | 2,028 | 0.03% | 0.03% | 277 | -10,112 | -21.58% | Q1 2026 | May 12, 2026 |
| Csenge Advisory Group | History | Reduced | 35,786 | 1,975 | 0.09% | 0.1% | 278 | -9,604 | -21.16% | Q1 2026 | Apr 30, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 35,652 | 1,967 | 0.01% | 0.01% | 279 | +1,847 | 5.46% | Q1 2026 | Apr 30, 2026 |
| Royal Fund Management, LLC | History | Added to | 35,541 | 1,961 | 0.19% | 0.16% | 280 | +748 | 2.15% | Q1 2026 | May 19, 2026 |
| denkapparat Operations GmbH | History | Added to | 35,370 | 1,952 | 0.81% | 0.13% | 281 | +30,382 | 609.1% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 34,385 | 1,897 | 0.0% | 0.0% | 282 | -12,650 | -26.89% | Q1 2026 | May 12, 2026 |
| Argent Trust Co | History | Reduced | 34,215 | 1,888 | 0.06% | 0.06% | 283 | -2,785 | -7.53% | Q1 2026 | May 13, 2026 |
| BROWN ADVISORY INC | History | Added to | 34,155 | 1,885 | 0.0% | 0.0% | 284 | +2,064 | 6.43% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 33,836 | 1,867 | 0.02% | 0.03% | 285 | -8,990 | -20.99% | Q1 2026 | Apr 28, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 32,957 | 1,845 | 0.01% | 0.01% | 287 | +12,229 | 59.0% | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | Reduced | 33,440 | 1,845 | 0.15% | 0.14% | 286 | -1,950 | -5.51% | Q1 2026 | May 01, 2026 |
| SATURNA CAPITAL CORP | History | Added to | 33,346 | 1,840 | 0.03% | 0.02% | 288 | +4,184 | 14.35% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 32,829 | 1,838 | 0.02% | 0.02% | 289 | +3,300 | 11.18% | Q1 2026 | Apr 07, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 32,856 | 1,828 | 0.04% | 0.03% | 290 | +2,794 | 9.29% | Q1 2026 | May 14, 2026 |
| Abundance Wealth Counselors | History | Reduced | 33,131 | 1,828 | 0.26% | 0.29% | 291 | -1,536 | -4.43% | Q1 2026 | Apr 22, 2026 |
| CenterStar Asset Management, LLC | History | New | 33,000 | 1,821 | 0.23% | — | 292 | +33,000 | New | Q1 2026 | May 01, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | Added to | 32,919 | 1,816 | 0.17% | 0.16% | 293 | +302 | 0.93% | Q1 2026 | Apr 15, 2026 |
| Voya Financial Advisors, Inc. | History | Reduced | 33,702 | 1,814 | 0.18% | 0.16% | 294 | -552 | -1.61% | Q1 2026 | May 12, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 32,742 | 1,813 | 0.04% | 0.03% | 295 | +19,966 | 156.28% | Q1 2026 | Apr 27, 2026 |
| ICON ADVISERS INC/CO | History | No change | 32,800 | 1,810 | 0.42% | 0.35% | 296 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 32,701 | 1,804 | 0.03% | 0.03% | 297 | -3,523 | -9.73% | Q1 2026 | May 04, 2026 |
| Greenwich Wealth Management LLC | History | Reduced | 31,883 | 1,760 | 0.07% | 0.07% | 298 | -18 | -0.06% | Q1 2026 | May 12, 2026 |
| Revisor Wealth Management LLC | History | Reduced | 31,080 | 1,723 | 0.48% | 0.45% | 299 | -3,186 | -9.3% | Q1 2026 | Apr 27, 2026 |
| REGIONS FINANCIAL CORP | History | Added to | 31,024 | 1,712 | 0.01% | 0.01% | 300 | +1,438 | 4.86% | Q1 2026 | May 05, 2026 |