UBS GROUP AG - H42097107

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
Methodology: Market value and % of portfolio use SEC reported VALUE ($000). For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received. Details.
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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 139,105,725 6,423,206 0.09% 0.09% 1 0 0.0% Q4 2025 Jan 29, 2026
NORGES BANK History No change 104,982,026 4,889,413 0.52% 0.52% 2 0 0.0% Q4 2025 Feb 10, 2026
UBS Group AG History Reduced 117,481,352 4,589,996 0.69% 1.1% 3 -28,797,582 -19.69% Q1 2026 May 05, 2026
VANGUARD CAPITAL MANAGEMENT LLC History New 97,263,943 3,792,612 0.09% 4 +97,263,943 New Q1 2026 May 15, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 65,542,061 2,601,483 0.87% 1.02% 5 -3,080,379 -4.49% Q1 2026 May 14, 2026
Fisher Asset Management, LLC History Added to 66,074,238 2,581,520 0.88% 1.01% 6 +1,966,974 3.07% Q1 2026 May 05, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Added to 56,674,567 2,167,398 4.72% 4.99% 7 +7,145,297 14.43% Q1 2026 May 15, 2026
FMR LLC History Reduced 53,883,732 2,101,387 0.11% 0.14% 8 -4,214,498 -7.25% Q1 2026 May 15, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 49,920,657 1,909,105 0.36% 0.47% 9 -7,732,133 -13.41% Q1 2026 May 15, 2026
Cevian Capital II GP LTD History No change 48,117,675 1,879,957 60.29% 60.89% 10 0 0.0% Q1 2026 May 15, 2026
Pictet Asset Management Holding SA History Reduced 35,591,624 1,361,113 1.44% 1.63% 11 -340,568 -0.95% Q1 2026 Apr 22, 2026
DODGE & COX History Reduced 33,644,642 1,308,575 0.72% 0.84% 12 -20,700 -0.06% Q1 2026 May 14, 2026
DEUTSCHE BANK AG\ History Added to 31,922,626 1,247,216 0.41% 0.45% 13 +2,316,845 7.83% Q1 2026 May 06, 2026
VANGUARD FIDUCIARY TRUST CO History New 27,510,543 1,072,718 0.27% 14 +27,510,543 New Q1 2026 May 08, 2026
JPMORGAN CHASE & CO History Reduced 27,434,247 1,006,013 0.06% 0.12% 15 -12,958,047 -32.08% Q1 2026 May 13, 2026
Capital World Investors History Reduced 23,495,846 913,458 0.12% 0.24% 16 -13,903,480 -37.18% Q1 2026 May 13, 2026
Amundi History Added to 23,294,847 910,129 0.25% 0.25% 17 +3,374,516 16.94% Q1 2026 May 15, 2026
Legal & General Group Plc History Reduced 23,402,544 894,982 0.21% 0.24% 18 -208,575 -0.88% Q1 2026 May 08, 2026
GOLDMAN SACHS GROUP INC History Added to 22,365,786 873,831 0.1% 0.13% 19 +147,454 0.66% Q1 2026 May 15, 2026
SIH Partners, LLLP History Added to 21,347,811 834,058 11.01% 15.91% 20 +3,218,765 17.75% Q1 2026 May 15, 2026
PZENA INVESTMENT MANAGEMENT LLC History Reduced 26,544,355 815,708 2.65% 3.29% 21 -3,230,218 -10.85% Q1 2026 Apr 24, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 18,850,928 728,340 0.39% 0.48% 22 +1,323,586 7.55% Q1 2026 May 14, 2026
Vontobel Holding Ltd. History Added to 15,126,281 581,493 2.0% 2.09% 23 +901,769 6.34% Q1 2026 May 08, 2026
VANGUARD ASSET MANAGEMENT, Ltd History New 14,112,416 550,285 0.48% 24 +14,112,416 New Q1 2026 May 08, 2026
Nuveen, LLC History Reduced 11,227,404 431,845 0.12% 0.14% 25 -180,782 -1.58% Q1 2026 Apr 30, 2026
Qube Research & Technologies Ltd History Added to 10,846,242 417,194 0.46% 0.22% 26 +6,256,408 136.31% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 9,654,984 377,220 0.03% 0.04% 27 -1,053,388 -9.84% Q1 2026 May 15, 2026
Ninety One UK Ltd History Reduced 8,687,978 332,252 0.77% 0.88% 28 -141,608 -1.6% Q1 2026 Apr 24, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 7,956,822 305,880 0.2% 0.27% 29 -821,253 -9.36% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 7,763,223 303,309 0.02% 0.02% 30 +109,124 1.43% Q1 2026 May 15, 2026
CAISSE DES DEPOTS ET CONSIGNATIONS History Reduced 7,812,061 298,755 4.93% 8.41% 31 -110,000 -1.39% Q1 2026 Apr 30, 2026
Russell Investments Group, Ltd. History Reduced 7,738,898 295,369 0.32% 0.43% 32 -675,518 -8.03% Q1 2026 May 08, 2026
CITIGROUP INC History Reduced 7,322,383 280,028 0.12% 0.17% 33 -693,463 -8.65% Q1 2026 May 11, 2026
Banque Cantonale Vaudoise History Added to 7,141,370 273,109 10.28% 11.22% 34 +402,440 5.97% Q1 2026 Apr 20, 2026
Bank of New York Mellon Corp History Reduced 6,502,710 254,060 0.05% 0.06% 35 -246,082 -3.65% Q1 2026 May 05, 2026
Allianz Asset Management GmbH History Reduced 6,194,747 236,904 0.25% 0.3% 36 -143,209 -2.26% Q1 2026 May 11, 2026
Bank Julius Baer & Co. Ltd, Zurich History Added to 6,114,163 235,723 0.71% 0.73% 37 +409,969 7.19% Q1 2026 May 05, 2026
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main History Added to 5,845,369 223,859 0.2% 0.2% 38 +898,213 18.16% Q1 2026 May 15, 2026
WCM INVESTMENT MANAGEMENT, LLC History Added to 5,850,200 214,526 0.49% 0.5% 39 +639,111 12.26% Q1 2026 May 07, 2026
Compagnie Lombard Odier SCmA History Reduced 5,272,070 201,613 2.48% 2.73% 40 -110,367 -2.05% Q1 2026 Apr 15, 2026
FRANKLIN RESOURCES INC History Added to 5,101,601 199,035 0.05% 0.06% 41 +194,387 3.96% Q1 2026 May 13, 2026
JANUS HENDERSON GROUP PLC History Reduced 5,193,433 198,545 0.09% 0.14% 42 -1,668,313 -24.31% Q1 2026 May 18, 2026
M&G Plc History Added to 4,980,760 193,155 1.0% 1.08% 43 +479,982 10.66% Q1 2026 May 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 4,693,103 180,600 0.08% 0.02% 44 +3,994,874 572.14% Q1 2026 May 15, 2026
BNP Paribas Asset Management Holding S.A. History Added to 4,638,662 178,382 0.21% 0.17% 45 +654,403 16.42% Q1 2026 May 14, 2026
NORTHERN TRUST CORP History Reduced 4,356,906 170,224 0.02% 0.03% 46 -10,112 -0.23% Q1 2026 May 14, 2026
DekaBank Deutsche Girozentrale History No change 4,269,505 165,358 0.27% 0.22% 47 0 0.0% Q1 2026 May 07, 2026
NATIXIS ADVISORS, LLC History Reduced 4,127,014 161,242 0.22% 0.28% 48 -205,220 -4.74% Q1 2026 May 13, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 4,010,260 156,680 0.02% 0.01% 49 +1,222,778 43.87% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Reduced 3,935,581 153,763 0.03% 0.04% 50 -1,890,456 -32.45% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 3,846,436 150,280 0.0% 0.0% 51 -184,481 -4.58% Q1 2026 May 13, 2026
ROYAL LONDON ASSET MANAGEMENT LTD History Reduced 3,515,878 137,365 0.29% 0.34% 52 -18,309 -0.52% Q1 2026 May 01, 2026
AVIVA PLC History Added to 3,570,737 136,712 0.23% 0.28% 53 +27,482 0.78% Q1 2026 May 14, 2026
LGT Group Foundation History Reduced 3,439,417 132,220 1.61% 1.86% 54 -232,985 -6.34% Q1 2026 Apr 28, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 3,518,000 128,096 0.06% 0.0% 55 +3,476,613 8400.25% Q1 2026 May 15, 2026
JANE STREET GROUP, LLC History Added to 3,266,069 127,605 0.02% 0.0% 56 +2,647,832 428.29% Q1 2026 May 12, 2026
CANADA LIFE ASSURANCE Co History Reduced 3,167,175 121,449 0.22% 0.26% 57 -54,196 -1.68% Q1 2026 May 14, 2026
ACADIAN ASSET MANAGEMENT LLC History Reduced 2,971,356 113,618 0.16% 1.24% 58 -13,209,941 -81.64% Q1 2026 May 13, 2026
PUBLIC SECTOR PENSION INVESTMENT BOARD History Added to 2,542,054 101,157 0.31% 0.38% 59 +85,562 3.48% Q1 2026 May 13, 2026
TD ASSET MANAGEMENT INC History Added to 2,551,370 98,353 0.08% 0.04% 60 +1,402,274 122.03% Q1 2026 May 11, 2026
Invesco Ltd. History Added to 2,432,381 95,033 0.01% 0.02% 61 +237,051 10.8% Q1 2026 May 12, 2026
BANK OF MONTREAL /CAN/ History Added to 2,461,029 94,608 0.04% 0.04% 62 +267,747 12.21% Q1 2026 May 13, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 2,392,368 92,011 0.3% 0.36% 63 -68,047 -2.77% Q1 2026 May 14, 2026
Border to Coast Pensions Partnership Ltd History No change 2,307,000 88,496 1.49% 1.88% 64 0 0.0% Q1 2026 Apr 22, 2026
CITADEL ADVISORS LLC History Added to 2,235,862 87,355 0.01% 0.01% 65 +716,039 47.11% Q1 2026 May 15, 2026
Korea Investment CORP History Reduced 2,279,366 87,169 0.18% 0.22% 66 -141,825 -5.86% Q1 2026 May 12, 2026
CAPTRUST FINANCIAL ADVISORS History Reduced 2,096,407 81,884 0.14% 0.18% 67 -1,120 -0.05% Q1 2026 May 14, 2026
Generali Asset Management SPA SGR History Added to 2,653,910 81,554 1.7% 1.87% 68 +173,668 7.0% Q1 2026 May 05, 2026
AMERICAN CENTURY COMPANIES INC History Added to 2,021,616 78,984 0.04% 0.04% 69 +233,933 13.09% Q1 2026 May 15, 2026
MOORE CAPITAL MANAGEMENT, LP History Reduced 2,039,599 78,321 1.59% 1.47% 70 -157,503 -7.17% Q1 2026 May 15, 2026
State of Tennessee, Department of Treasury History Added to 1,936,941 74,074 0.25% 0.28% 71 +95,684 5.2% Q1 2026 May 15, 2026
Exane Asset Management History Added to 1,883,385 66,650 13.62% 6.08% 72 +1,217,927 183.02% Q1 2026 Apr 29, 2026
FIL Ltd History Reduced 1,665,021 64,924 0.05% 0.07% 73 -401,918 -19.45% Q1 2026 May 15, 2026
AMERIPRISE FINANCIAL INC History Added to 1,663,816 64,815 0.02% 0.01% 74 +521,869 45.7% Q1 2026 May 15, 2026
BANQUE PICTET & CIE SA History Added to 1,665,074 63,677 0.45% 0.42% 75 +145,220 9.55% Q1 2026 Apr 14, 2026
Vanguard Investments Australia, Ltd. History New 1,578,711 61,558 0.18% 76 +1,578,711 New Q1 2026 May 08, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 1,503,490 58,741 0.02% 0.02% 77 +90,504 6.41% Q1 2026 May 04, 2026
D. E. Shaw & Co., Inc. History Added to 1,466,454 57,294 0.03% 0.03% 78 +118,606 8.8% Q1 2026 May 15, 2026
ABN AMRO Bank N.V. History Reduced 1,470,238 56,717 0.61% 0.83% 79 -420,648 -22.25% Q1 2026 Apr 22, 2026
MILLENNIUM MANAGEMENT LLC History Added to 1,668,444 55,868 0.02% 0.02% 80 +493,791 42.04% Q1 2026 May 15, 2026
Lansforsakringar Fondforvaltning AB (publ) History Added to 1,410,094 53,925 0.28% 0.32% 81 +43,522 3.18% Q1 2026 Apr 23, 2026
BRANDES INVESTMENT PARTNERS, LP History Reduced 1,368,472 53,467 0.38% 0.48% 82 -4,160 -0.3% Q1 2026 May 15, 2026
Life Cycle Investment Partners Ltd History Added to 1,719,019 52,825 0.34% 0.39% 83 +207,002 13.69% Q1 2026 May 12, 2026
ASR Vermogensbeheer N.V. History Added to 1,317,110 50,361 0.59% 0.47% 84 +453,568 52.52% Q1 2026 Apr 30, 2026
Crocodile Capital Partners GmbH History Added to 1,170,000 49,551 35.45% 29.62% 85 +100,000 9.35% Q1 2026 Apr 09, 2026
Patient Capital Management, LLC History Added to 1,241,955 48,523 1.77% 2.12% 86 +54,629 4.6% Q1 2026 May 14, 2026
GAM Holding AG History No change 1,020,351 47,601 3.04% 3.04% 87 0 0.0% Q4 2025 Feb 17, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 1,234,642 47,463 0.04% 0.05% 88 -179,357 -12.68% Q1 2026 May 15, 2026
Vanguard Global Advisers, LLC History New 1,208,363 47,117 0.03% 89 +1,208,363 New Q1 2026 May 08, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Reduced 1,164,155 44,520 0.1% 0.13% 90 -95,930 -7.61% Q1 2026 May 15, 2026
SEB Asset Management AB History New 1,159,090 44,326 0.19% 91 +1,159,090 New Q1 2026 May 07, 2026
J. Safra Sarasin Holding AG History Reduced 1,086,608 41,468 0.71% 0.85% 92 -34,011 -3.04% Q1 2026 May 04, 2026
CREDIT AGRICOLE S A History Reduced 932,556 36,434 0.1% 0.18% 93 -821,516 -46.83% Q1 2026 May 15, 2026
EFG International AG History Added to 892,831 34,882 0.75% 0.47% 94 +366,347 69.58% Q1 2026 May 15, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 865,820 33,115 0.06% 0.09% 95 -196,495 -18.5% Q1 2026 May 01, 2026
TWO SIGMA ADVISERS, LP History No change 690,725 31,987 0.06% 0.06% 96 0 0.0% Q4 2025 Feb 17, 2026
Point72 Asset Management, L.P. History Added to 769,339 30,058 0.04% 0.01% 97 +549,513 249.98% Q1 2026 May 15, 2026
PEAK6 LLC History Reduced 762,124 29,776 0.07% 0.09% 98 -270,676 -26.21% Q1 2026 May 13, 2026
ALLIANCEBERNSTEIN L.P. History Reduced 616,815 28,564 0.01% 0.01% 99 -2,605 -0.42% Q1 2026 May 15, 2026
MACKENZIE FINANCIAL CORP History Reduced 714,894 27,488 0.03% 0.05% 100 -211,798 -22.86% Q1 2026 May 13, 2026
RENAISSANCE TECHNOLOGIES LLC History Added to 686,991 26,840 0.04% 0.01% 101 +480,400 232.54% Q1 2026 May 14, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 686,017 26,802 0.01% 0.01% 102 -5,367 -0.78% Q1 2026 May 14, 2026
CHANNING GLOBAL ADVISORS, LLC History Reduced 684,783 26,206 15.32% 20.44% 103 -853 -0.12% Q1 2026 Apr 30, 2026
WELLS FARGO & COMPANY/MN History Reduced 653,613 25,536 0.0% 0.01% 104 -23,140 -3.42% Q1 2026 May 11, 2026
Haven Global Partners, LLC History Reduced 658,608 25,188 23.69% 22.93% 105 -10,420 -1.56% Q1 2026 May 12, 2026
EDMOND DE ROTHSCHILD HOLDING S.A. History Added to 652,816 25,088 0.36% 0.36% 106 +108,802 20.0% Q1 2026 May 13, 2026
LEVIN CAPITAL STRATEGIES, L.P. History Reduced 633,487 24,750 1.88% 2.63% 107 -25,433 -3.86% Q1 2026 May 13, 2026
Systrade AG History Added to 627,300 24,508 16.45% 17.78% 108 +2,300 0.37% Q1 2026 Apr 08, 2026
Gemsstock Ltd. History New 630,741 24,240 2.55% 109 +630,741 New Q1 2026 May 14, 2026
Quantinno Capital Management LP History Added to 618,683 24,171 0.04% 0.04% 110 +144,200 30.39% Q1 2026 May 15, 2026
ANTIPODES PARTNERS Ltd History Reduced 587,054 22,450 0.43% 0.87% 111 -303,378 -34.07% Q1 2026 May 05, 2026
Fiera Capital Corp History Reduced 571,944 22,345 0.08% 0.08% 112 -617 -0.11% Q1 2026 May 12, 2026
Zurich Insurance Group Ltd/FI History Reduced 579,963 22,218 0.17% 0.27% 113 -270,323 -31.79% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 560,647 21,904 0.02% 0.02% 114 +6,852 1.24% Q1 2026 May 12, 2026
Mediolanum International Funds Ltd History Added to 588,312 21,739 0.23% 0.25% 115 +47,444 8.77% Q1 2026 May 06, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 531,870 20,780 0.0% 0.0% 116 +48,064 9.93% Q1 2026 May 15, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 533,634 20,407 0.05% 0.0% 117 +496,192 1325.23% Q1 2026 May 14, 2026
Walleye Trading LLC History Added to 518,298 20,249 0.03% 0.02% 118 +203,886 64.85% Q1 2026 May 08, 2026
USS Investment Management Ltd History Added to 521,884 20,053 0.08% 0.11% 119 +5,448 1.05% Q1 2026 Apr 24, 2026
Baker Avenue Asset Management, LP History Added to 509,573 19,909 0.45% 0.54% 120 +6,273 1.25% Q1 2026 May 12, 2026
PBU - The Pension Fund of Early Childhood & Youth Educators History Added to 490,514 18,758 0.28% 0.25% 121 +111,465 29.41% Q1 2026 Apr 10, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 487,964 18,734 0.07% 0.09% 122 -26,633 -5.18% Q1 2026 May 15, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 464,525 18,148 0.09% 0.12% 123 -2,303 -0.49% Q1 2026 May 13, 2026
Walleye Capital LLC History Added to 456,485 17,834 0.07% 0.06% 124 +36,904 8.8% Q1 2026 May 13, 2026
NOMURA HOLDINGS INC History New 450,000 17,581 0.05% 125 +450,000 New Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Added to 434,401 16,972 0.03% 0.01% 126 +321,001 283.07% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Added to 421,896 16,483 0.02% 0.01% 127 +255,796 154.0% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 412,655 16,122 0.01% 0.01% 128 +272,125 193.64% Q1 2026 May 15, 2026
LGT Fund Management Co Ltd. History Added to 415,512 15,973 0.69% 1.08% 129 +121,228 41.19% Q1 2026 Apr 28, 2026
VOYA INVESTMENT MANAGEMENT LLC History Reduced 401,569 15,357 0.02% 0.02% 130 -17,099 -4.08% Q1 2026 May 12, 2026
Gator Capital Management, LLC History Added to 380,240 14,855 3.04% 0.49% 131 +327,810 625.23% Q1 2026 May 13, 2026
Creative Planning History Added to 379,936 14,844 0.01% 0.01% 132 +22,869 6.4% Q1 2026 May 12, 2026
GREAT LAKES ADVISORS, LLC History Reduced 366,164 14,306 0.12% 0.23% 133 -245,130 -40.1% Q1 2026 May 11, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 370,444 14,241 0.02% 0.02% 134 +75,251 25.49% Q1 2026 May 15, 2026
GARDNER LEWIS ASSET MANAGEMENT L P History Reduced 363,525 14,202 3.08% 4.32% 135 -4,413 -1.2% Q1 2026 May 08, 2026
Pictet North America Advisors SA History No change 369,855 14,144 1.4% 1.64% 136 0 0.0% Q1 2026 Apr 14, 2026
Maryland State Retirement & Pension System History Added to 355,549 13,681 0.28% 0.32% 137 +24,132 7.28% Q1 2026 May 04, 2026
Andra AP-fonden History Added to 442,119 13,586 0.16% 0.03% 138 +376,955 578.47% Q1 2026 May 08, 2026
RBF Capital, LLC History No change 340,000 13,283 0.65% 0.7% 139 0 0.0% Q1 2026 May 18, 2026
CREDIT INDUSTRIEL ET COMMERCIAL History Added to 342,487 13,162 1.03% 1.02% 140 +58,159 20.45% Q1 2026 Apr 29, 2026
CIBC WORLD MARKET INC. History Reduced 337,853 12,993 0.02% 0.19% 141 -2,119,464 -86.25% Q1 2026 May 14, 2026
PRUDENTIAL PLC History Reduced 323,030 12,418 0.07% 0.12% 142 -14,401 -4.27% Q1 2026 May 13, 2026
Baader Bank Aktiengesellschaft History Reduced 321,846 12,369 0.97% 1.16% 143 -38,994 -10.81% Q1 2026 May 08, 2026
PDT Partners, LLC History No change 305,288 11,732 0.69% 0.92% 144 0 0.0% Q1 2026 May 15, 2026
LPL Financial LLC History Added to 299,837 11,714 0.0% 0.0% 145 +16,824 5.94% Q1 2026 May 06, 2026
MetLife Investment Management, LLC History Added to 300,243 11,482 0.06% 0.06% 146 +13,779 4.81% Q1 2026 May 14, 2026
Neuberger Berman Group LLC History Added to 295,357 11,400 0.01% 0.01% 147 +89,419 43.42% Q1 2026 May 14, 2026
CONTRAVISORY INVESTMENT MANAGEMENT, INC. History Reduced 290,546 11,351 2.33% 2.84% 148 -19,023 -6.14% Q1 2026 Apr 20, 2026
CHILTON INVESTMENT CO INC. History Added to 285,184 11,142 0.26% 0.24% 149 +38,792 15.74% Q1 2026 May 15, 2026
Henry James International Management Inc. History Reduced 272,394 10,642 3.84% 4.98% 150 -69,007 -20.21% Q1 2026 Apr 10, 2026
BNP PARIBAS FINANCIAL MARKETS History Added to 262,183 10,243 0.0% 0.0% 151 +257,115 5073.3% Q1 2026 May 12, 2026
Assenagon Asset Management S.A. History Added to 259,293 9,916 0.02% 0.02% 152 +7,253 2.88% Q1 2026 Apr 20, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History New 249,268 9,532 0.02% 153 +249,268 New Q1 2026 May 14, 2026
Value Partners Investments Inc. History No change 240,090 9,391 0.72% 0.85% 154 0 0.0% Q1 2026 Apr 21, 2026
Promethos Capital, LLC History Added to 233,095 9,107 2.45% 2.94% 155 +440 0.19% Q1 2026 May 13, 2026
VICTORY CAPITAL MANAGEMENT INC History New 294,057 9,036 0.01% 156 +294,057 New Q1 2026 May 15, 2026
Mariner, LLC History Added to 227,767 8,889 0.01% 0.01% 157 +10,521 4.84% Q1 2026 May 13, 2026
Crossmark Global Holdings, Inc. History Reduced 226,138 8,835 0.13% 0.16% 158 -14,011 -5.83% Q1 2026 May 11, 2026
Squarepoint Ops LLC History Added to 222,160 8,679 0.01% 0.0% 159 +216,360 3730.34% Q1 2026 May 15, 2026
Pathstone Holdings, LLC History Reduced 219,224 8,509 0.03% 0.04% 160 -4,625 -2.07% Q1 2026 May 11, 2026
Cerity Partners LLC History Added to 214,375 8,375 0.01% 0.01% 161 +54,586 34.16% Q1 2026 May 15, 2026
INTECH INVESTMENT MANAGEMENT LLC History Added to 218,432 8,353 0.08% 0.08% 162 +36,557 20.1% Q1 2026 May 08, 2026
RPg Family Wealth Advisory, LLC History Reduced 209,548 8,187 1.71% 2.16% 163 -2,562 -1.21% Q1 2026 May 14, 2026
Osmosis Investment Management UK Ltd History Added to 201,332 7,705 0.21% 0.16% 164 +65,238 47.94% Q1 2026 May 14, 2026
INGALLS & SNYDER LLC History Added to 193,936 7,577 0.27% 0.31% 165 +11,917 6.55% Q1 2026 May 13, 2026
FIRST TRUST ADVISORS LP History Added to 185,459 7,229 0.01% 0.01% 166 +26,707 16.82% Q1 2026 May 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 176,322 6,888 0.07% 0.09% 167 -14,657 -7.67% Q1 2026 May 14, 2026
SEI INVESTMENTS CO History Added to 176,266 6,887 0.01% 0.01% 168 +10,609 6.4% Q1 2026 May 13, 2026
M&T BANK CORP History Reduced 172,964 6,752 0.02% 0.03% 169 -18,686 -9.75% Q1 2026 May 12, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 168,735 6,592 0.07% 0.08% 170 +9,246 5.8% Q1 2026 Apr 27, 2026
ELEVATION POINT WEALTH PARTNERS, LLC History Added to 166,156 6,491 0.15% 0.33% 171 +17,303 11.62% Q1 2026 Apr 27, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 166,043 6,487 0.14% 0.17% 172 -7,241 -4.18% Q1 2026 May 15, 2026
INSPIRE TRUST CO, N.A. History Added to 160,000 6,251 0.97% 0.99% 173 +30,000 23.08% Q1 2026 May 11, 2026
TD Waterhouse Canada Inc. History Added to 154,291 6,116 0.02% 0.01% 174 +134,168 666.74% Q1 2026 May 12, 2026
RITHOLTZ WEALTH MANAGEMENT History Reduced 155,238 6,065 0.11% 0.13% 175 -73 -0.05% Q1 2026 Apr 20, 2026
Campbell & CO Investment Adviser LLC History New 151,341 5,902 0.34% 176 +151,341 New Q1 2026 May 15, 2026
Triasima Portfolio Management inc. History Added to 148,260 5,792 0.88% 1.0% 177 +3,905 2.71% Q1 2026 Apr 24, 2026
NLB Skladi, upravljanje premozenja, d.o.o. History Reduced 150,646 5,791 0.28% 0.42% 178 -47,081 -23.81% Q1 2026 May 11, 2026
NatWest Group plc History Added to 147,921 5,779 1.25% 1.5% 179 +9,189 6.62% Q1 2026 May 11, 2026
GROUPAMA ASSET MANAGMENT History No change 153,351 5,669 0.08% 0.08% 180 0 0.0% Q4 2025 Feb 27, 2026
Y-Intercept (Hong Kong) Ltd History Added to 143,584 5,609 0.11% 0.1% 181 +51,556 56.02% Q1 2026 Apr 27, 2026
Banco Santander, S.A. History Added to 140,956 5,601 0.05% 0.0% 182 +135,907 2691.76% Q1 2026 May 08, 2026
Alberta Investment Management Corp History Reduced 142,510 5,478 0.03% 0.05% 183 -27,483 -16.17% Q1 2026 Apr 28, 2026
Cetera Investment Advisers History Added to 139,466 5,448 0.01% 0.01% 184 +8,069 6.14% Q1 2026 May 13, 2026
Callan Family Office, LLC History Added to 139,309 5,442 0.12% 0.14% 185 +1,722 1.25% Q1 2026 May 13, 2026
HighTower Advisors, LLC History Added to 138,003 5,391 0.01% 0.01% 186 +3,364 2.5% Q1 2026 May 05, 2026
Vestmark Advisory Solutions, Inc. History Reduced 134,305 5,247 0.06% 0.1% 187 -33,515 -19.97% Q1 2026 May 15, 2026
Clearbridge Investments, LLC History Added to 137,752 5,246 0.0% 0.0% 188 +3,175 2.36% Q1 2026 May 13, 2026
HELIOS CAPITAL MANAGEMENT PTE. LTD History No change 136,000 5,227 5.5% 4.36% 189 0 0.0% Q1 2026 May 05, 2026
CAPITAL FUND MANAGEMENT S.A. History Reduced 132,400 5,172 0.02% 0.03% 190 -67,800 -33.87% Q1 2026 May 14, 2026
Ninety One North America, Inc. History Added to 135,267 5,172 0.23% 0.25% 191 +900 0.67% Q1 2026 Apr 24, 2026
Quantbot Technologies LP History Added to 127,877 4,996 0.2% 0.07% 192 +84,048 191.76% Q1 2026 May 13, 2026
Gradient Investments LLC History Added to 127,288 4,973 0.08% 0.03% 193 +81,461 177.76% Q1 2026 Apr 13, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Added to 127,057 4,964 0.0% 0.0% 194 +7,465 6.24% Q1 2026 May 08, 2026
SIMPLEX TRADING, LLC History Added to 122,318 4,778 0.0% 0.0% 195 +69,288 130.66% Q1 2026 May 14, 2026
Orion Porfolio Solutions, LLC History Reduced 116,827 4,564 0.04% 0.04% 196 -3,835 -3.18% Q1 2026 May 13, 2026
PLATINUM INVESTMENT MANAGEMENT LTD History No change 117,507 4,497 1.13% 1.27% 197 0 0.0% Q1 2026 May 13, 2026
BESSEMER GROUP INC History Added to 114,202 4,461 0.01% 0.0% 198 +53,621 88.51% Q1 2026 May 06, 2026
Ensign Peak Advisors, Inc History Reduced 115,794 4,428 0.01% 0.01% 199 -24,300 -17.35% Q1 2026 May 13, 2026
US BANCORP \DE\ History Added to 110,833 4,330 0.01% 0.01% 200 +5,659 5.38% Q1 2026 May 14, 2026
Timber Creek Capital Management LLC History Reduced 109,157 4,264 1.03% 1.22% 201 -4,226 -3.73% Q1 2026 Apr 28, 2026
QUADRANT CAPITAL GROUP LLC History Added to 108,930 4,255 0.13% 0.15% 202 +1,380 1.28% Q1 2026 May 13, 2026
Plato Investment Management Ltd History Reduced 108,726 4,163 0.28% 0.37% 203 -12,194 -10.08% Q1 2026 May 04, 2026
ASSETMARK, INC History Added to 102,252 3,995 0.01% 0.01% 204 +24,248 31.09% Q1 2026 May 06, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 97,508 3,809 0.01% 0.01% 205 -1,892 -1.9% Q1 2026 May 15, 2026
Bank Pictet & Cie (Europe) AG History Added to 98,734 3,775 0.08% 0.09% 206 +2,620 2.73% Q1 2026 Apr 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 94,882 3,707 0.01% 0.01% 207 -17,646 -15.68% Q1 2026 May 04, 2026
GLENMEDE TRUST CO NA History No change 75,851 3,512 0.02% 0.02% 208 0 0.0% Q4 2025 Feb 17, 2026
Corient Private Wealth LLC History Reduced 110,065 3,479 0.0% 0.01% 209 -12,312 -10.06% Q1 2026 May 15, 2026
Karl Kapital LLC History New 88,866 3,471 2.4% 210 +88,866 New Q1 2026 May 15, 2026
CenterBook Partners LP History New 86,515 3,380 0.18% 211 +86,515 New Q1 2026 May 05, 2026
Metis Global Partners, LLC History Reduced 86,461 3,309 0.08% 0.11% 212 -11,423 -11.67% Q1 2026 May 07, 2026
Independent Advisor Alliance History Reduced 84,676 3,308 0.04% 0.1% 213 -1,556 -1.8% Q1 2026 May 12, 2026
HIGHLAND CAPITAL MANAGEMENT, LLC History Reduced 83,961 3,280 0.17% 0.19% 214 -300 -0.36% Q1 2026 Apr 13, 2026
Bleakley Financial Group, LLC History Added to 80,450 3,143 0.05% 0.05% 215 +16,210 25.23% Q1 2026 May 04, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History New 80,255 3,136 0.0% 216 +80,255 New Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 80,207 3,133 0.0% 0.0% 217 +9,665 13.7% Q1 2026 May 07, 2026
SIGNATUREFD, LLC History Added to 79,895 3,121 0.05% 0.06% 218 +82 0.1% Q1 2026 Apr 07, 2026
OLD MISSION CAPITAL LLC History New 74,367 3,037 0.05% 219 +74,367 New Q1 2026 May 15, 2026
HSBC HOLDINGS PLC History Added to 77,689 3,014 0.0% 0.0% 220 +72,485 1392.87% Q1 2026 Apr 30, 2026
Ethic Inc. History Added to 76,099 2,973 0.05% 0.03% 221 +31,708 71.43% Q1 2026 Apr 27, 2026
HRT FINANCIAL LP History Added to 75,306 2,942 0.01% 0.0% 222 +61,738 455.03% Q1 2026 May 14, 2026
GROUP ONE TRADING LLC History Added to 75,092 2,933 0.01% 0.01% 223 +5,018 7.16% Q1 2026 May 13, 2026
EQUITABLE TRUST CO History Added to 75,009 2,930 0.14% 0.15% 224 +1,371 1.86% Q1 2026 Apr 30, 2026
ARGA Investment Management, LP History Reduced 75,301 2,894 0.1% 0.12% 225 -17,915 -19.22% Q1 2026 Apr 30, 2026
Vident Advisory, LLC History Added to 72,782 2,843 0.02% 0.03% 226 +3,229 4.64% Q1 2026 May 14, 2026
BTC Capital Management, Inc. History Added to 72,621 2,837 0.19% 0.19% 227 +15,052 26.15% Q1 2026 Apr 20, 2026
Permanent Capital Management, LP History Reduced 64,477 2,832 0.44% 0.61% 228 -2,993 -4.44% Q1 2026 May 14, 2026
CLOVERFIELDS CAPITAL GROUP, LP History Added to 72,127 2,818 0.91% 1.03% 229 +373 0.52% Q1 2026 May 14, 2026
TRANSATLANTIQUE PRIVATE WEALTH LLC History No change 60,399 2,816 0.88% 0.88% 230 0 0.0% Q4 2025 Feb 10, 2026
Stamos Capital Partners, L.P. History Added to 70,376 2,749 0.43% 0.35% 231 +23,697 50.77% Q1 2026 May 13, 2026
Advisors Capital Management, LLC History Added to 69,956 2,733 0.03% 0.04% 232 +4,993 7.69% Q1 2026 May 01, 2026
Alaethes Wealth, LLC History Added to 69,843 2,728 0.78% 0.91% 233 +117 0.17% Q1 2026 May 12, 2026
IEQ CAPITAL, LLC History Added to 69,672 2,722 0.01% 0.01% 234 +17,260 32.93% Q1 2026 May 14, 2026
Schonfeld Strategic Advisors LLC History Added to 69,370 2,710 0.02% 0.01% 235 +39,944 135.74% Q1 2026 May 15, 2026
Integrated Wealth Concepts LLC History Added to 69,282 2,706 0.02% 0.0% 236 +64,465 1338.28% Q1 2026 May 15, 2026
Banque Transatlantique SA History Added to 70,235 2,699 0.06% 0.01% 237 +65,388 1349.04% Q1 2026 May 13, 2026
CHOREO, LLC History Reduced 69,065 2,698 0.03% 0.04% 238 -521 -0.75% Q1 2026 May 12, 2026
IMC-Chicago, LLC History New 67,609 2,641 0.0% 239 +67,609 New Q1 2026 May 05, 2026
MITCHELL CAPITAL MANAGEMENT CO History Reduced 67,377 2,632 0.48% 0.79% 240 -28,141 -29.46% Q1 2026 May 11, 2026
Groupe la Francaise History Reduced 66,548 2,548 0.03% 0.06% 241 -19,867 -22.99% Q1 2026 May 21, 2026
Trivant Custom Portfolio Group, LLC History Added to 64,462 2,518 1.38% 1.71% 242 +183 0.28% Q1 2026 May 14, 2026
Twin Tree Management, LP History Reduced 64,200 2,508 0.05% 0.18% 243 -383,600 -85.66% Q1 2026 May 14, 2026
Altman Advisors, Inc. History Reduced 63,194 2,469 1.02% 1.22% 244 -6,770 -9.68% Q1 2026 May 05, 2026
Wealth Alliance Advisory Group, LLC History Reduced 60,960 2,381 0.38% 0.49% 245 -525 -0.85% Q1 2026 Apr 09, 2026
Jefferies Financial Group Inc. History Reduced 60,840 2,352 0.02% 0.05% 246 -148,509 -70.94% Q1 2026 May 07, 2026
Orca Wealth Management, LLC History Reduced 59,800 2,336 1.66% 2.06% 247 -338 -0.56% Q1 2026 Apr 23, 2026
OPAL CAPITAL LLC History Reduced 58,794 2,297 0.41% 0.95% 249 -23,482 -28.54% Q1 2026 May 15, 2026
TrueMark Investments, LLC History Reduced 58,794 2,297 0.45% 0.72% 248 -22,998 -28.12% Q1 2026 Apr 20, 2026
Vise Technologies, Inc. History No change 48,911 2,265 0.04% 0.04% 250 0 0.0% Q1 2026 Apr 21, 2026
Sequoia Financial Advisors, LLC History Added to 56,831 2,220 0.01% 0.01% 251 +19,272 51.31% Q1 2026 Apr 30, 2026
Focus Partners Wealth History Added to 55,049 2,179 0.0% 0.0% 252 +3,762 7.34% Q1 2026 May 14, 2026
South Shore Capital Advisors History New 56,737 2,169 1.59% 253 +56,737 New Q1 2026 Apr 28, 2026
Bellecapital International Ltd. History New 56,150 2,153 0.39% 255 +56,150 New Q1 2026 May 12, 2026
CIGNA INVESTMENTS INC /NEW History Reduced 56,287 2,153 0.33% 0.38% 254 -164 -0.29% Q1 2026 May 11, 2026
Marex Group plc History Added to 53,085 2,074 0.01% 0.01% 256 +1,670 3.25% Q1 2026 May 13, 2026
Legacy Wealth Asset Management, LLC History Reduced 52,568 2,053 0.5% 0.62% 257 -2,036 -3.73% Q1 2026 Apr 08, 2026
MITCHELL & PAHL PRIVATE WEALTH, LLC History Reduced 51,200 2,000 0.81% 0.99% 258 -549 -1.06% Q1 2026 Apr 24, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 51,008 1,993 0.03% 0.04% 259 -14,133 -21.7% Q1 2026 May 01, 2026
Rockefeller Capital Management L.P. History Added to 50,106 1,957 0.0% 0.0% 261 +17,223 52.38% Q1 2026 May 14, 2026
CIM, LLC History Added to 50,095 1,957 0.28% 0.3% 260 +332 0.67% Q1 2026 May 18, 2026
TRUIST FINANCIAL CORP History Added to 49,018 1,915 0.0% 0.0% 262 +9,654 24.52% Q1 2026 Apr 27, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 47,087 1,856 0.0% 0.01% 263 -85,103 -64.38% Q1 2026 Apr 08, 2026
PARK AVENUE SECURITIES LLC History Reduced 46,698 1,824 0.01% 0.03% 264 -20,963 -30.98% Q1 2026 Apr 07, 2026
Parallax Volatility Advisers, L.P. History Reduced 42,107 1,820 0.0% 0.01% 265 -12,893 -23.44% Q1 2026 May 15, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History No change 45,665 1,784 0.02% 0.02% 266 0 0.0% Q1 2026 Apr 24, 2026
XTX Topco Ltd History New 45,515 1,778 0.03% 267 +45,515 New Q1 2026 May 15, 2026
Advisors Asset Management, Inc. History Reduced 45,318 1,770 0.03% 0.04% 268 -2,277 -4.78% Q1 2026 May 15, 2026
Clearstead Advisors, LLC History Added to 45,249 1,767 0.02% 0.01% 269 +29,678 190.6% Q1 2026 May 06, 2026
Allspring Global Investments Holdings, LLC History New 45,238 1,740 0.0% 270 +45,238 New Q1 2026 May 05, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 42,534 1,661 0.0% 0.0% 271 +7,417 21.12% Q1 2026 Apr 27, 2026
Sanctuary Advisors, LLC History Reduced 42,271 1,651 0.01% 0.01% 272 -763 -1.77% Q1 2026 May 05, 2026
Compound Planning, Inc. History Reduced 41,095 1,605 0.05% 0.06% 273 -537 -1.29% Q1 2026 May 14, 2026
CULLINAN ASSOCIATES INC History Added to 40,407 1,578 0.13% 0.09% 274 +11,407 39.33% Q1 2026 May 01, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 40,104 1,566 0.01% 0.0% 275 +23,393 139.99% Q1 2026 May 14, 2026
RHUMBLINE ADVISERS History Reduced 39,597 1,547 0.0% 0.0% 276 -623 -1.55% Q1 2026 May 12, 2026
Ballentine Partners, LLC History Added to 39,296 1,535 0.02% 0.03% 277 +643 1.66% Q1 2026 May 14, 2026
Havemeyer Place LP History Added to 39,216 1,532 0.18% 0.21% 278 +15,791 67.41% Q1 2026 May 13, 2026
Abacus Wealth Partners, LLC History Reduced 37,369 1,460 0.13% 0.2% 279 -7,167 -16.09% Q1 2026 Apr 24, 2026
Aquatic Capital Management LLC History New 37,276 1,456 0.04% 280 +37,276 New Q1 2026 May 15, 2026
Baker Ellis Asset Management LLC History Added to 37,250 1,455 0.17% 0.21% 281 +100 0.27% Q1 2026 Apr 17, 2026
NorthCoast Asset Management LLC History Added to 36,814 1,438 0.03% 0.04% 282 +1,460 4.13% Q1 2026 May 13, 2026
Kathmere Capital Management, LLC History Added to 36,805 1,437 0.09% 0.11% 283 +1,635 4.65% Q1 2026 Apr 28, 2026
FACTORY MUTUAL INSURANCE CO History Reduced 36,545 1,427 0.02% 0.04% 284 -50,000 -57.77% Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Added to 35,698 1,394 0.0% 0.0% 285 +3,900 12.26% Q1 2026 May 15, 2026
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC History New 35,230 1,376 0.02% 286 +35,230 New Q1 2026 Apr 09, 2026
Atria Investments, Inc History Reduced 34,683 1,355 0.02% 0.02% 287 -6,402 -15.58% Q1 2026 May 05, 2026
Caprock Group, LLC History Added to 34,308 1,340 0.03% 0.03% 288 +5,086 17.4% Q1 2026 May 11, 2026
NATIONAL BANK OF CANADA /FI/ History Reduced 33,751 1,337 0.0% 0.15% 289 -3,548,050 -99.06% Q1 2026 May 14, 2026
Morningstar Investment Management LLC History Added to 34,188 1,333 0.08% 0.08% 290 +4,334 14.52% Q1 2026 May 14, 2026
Snowden Capital Advisors LLC History Reduced 33,999 1,328 0.04% 0.04% 291 -1,143 -3.25% Q1 2026 May 14, 2026
GABELLI FUNDS LLC History Reduced 33,750 1,318 0.01% 0.01% 292 -600 -1.75% Q1 2026 May 14, 2026
Summit Trail Advisors, LLC History Added to 33,025 1,290 0.02% 0.0% 293 +28,536 635.69% Q1 2026 May 12, 2026
BAROMETER CAPITAL MANAGEMENT INC. History New 32,800 1,249 0.43% 295 +32,800 New Q1 2026 May 12, 2026
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND History New 31,982 1,249 0.0% 294 +31,982 New Q1 2026 May 14, 2026
Legacy Capital Group California, Inc. History Reduced 31,802 1,242 0.47% 0.44% 296 -7,669 -19.43% Q1 2026 May 04, 2026
CULLEN/FROST BANKERS, INC. History Reduced 31,469 1,229 0.01% 0.02% 297 -228 -0.72% Q1 2026 May 05, 2026
GREENLEAF TRUST History Reduced 31,046 1,212 0.01% 0.02% 298 -17,685 -36.29% Q1 2026 Apr 27, 2026
BAILARD, INC. History Reduced 30,281 1,183 0.03% 0.03% 299 -876 -2.81% Q1 2026 May 11, 2026
Brooklyn Investment Group History Added to 29,114 1,137 0.04% 0.05% 300 +7,600 35.33% Q1 2026 Apr 29, 2026