HA Sustainable Infrastructure Capital, Inc. - HASI
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 | 20,109,083 | 739,008 | 0.01% | 0.01% | 1 | +421,688 | 2.14% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 14,050,580 | 441,609 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 11,388,611 | 418,531 | 0.08% | 0.07% | 3 | -1,044,199 | -8.4% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 7,738,171 | 284,377 | 0.02% | — | 4 | +7,738,171 | New | Q1 2026 | May 08, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 6,845,558 | 251,575 | 0.17% | 0.06% | 5 | +4,965,361 | 264.09% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,697,899 | 209,397 | 0.01% | — | 6 | +5,697,899 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 5,398,446 | 198,392 | 0.01% | 0.01% | 7 | -19,198 | -0.35% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 4,574,980 | 143,791 | 0.05% | 0.05% | 8 | -199,513 | -4.18% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 3,954,489 | 141,728 | 0.01% | 0.01% | 9 | +1,328,512 | 50.59% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,091,213 | 113,624 | 0.01% | 0.01% | 10 | +146,403 | 4.97% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 2,697,204 | 99,122 | 0.02% | 0.01% | 11 | +1,040,504 | 62.81% | Q1 2026 | May 12, 2026 |
| Amundi | History | Reduced | 2,422,219 | 89,005 | 0.02% | 0.02% | 12 | -48,816 | -1.98% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 2,195,723 | 80,692 | 0.0% | 0.0% | 13 | -820,209 | -27.2% | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | Reduced | 2,197,143 | 78,990 | 0.73% | 0.61% | 14 | -54,643 | -2.43% | Q1 2026 | May 11, 2026 |
| MORGAN STANLEY | History | Reduced | 2,043,658 | 75,104 | 0.0% | 0.0% | 15 | -215,396 | -9.53% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 2,013,470 | 72,162 | 0.06% | 0.05% | 16 | -234,730 | -10.44% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 1,759,629 | 64,666 | 0.01% | 0.01% | 17 | -286,640 | -14.01% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,625,764 | 59,746 | 0.11% | 0.08% | 18 | +160,290 | 10.94% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 1,895,047 | 59,561 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,577,312 | 57,966 | 0.01% | 0.01% | 20 | +188,729 | 13.59% | Q1 2026 | May 14, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Added to | 1,531,744 | 56,291 | 4.64% | 3.62% | 21 | +138,945 | 9.98% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,427,415 | 52,457 | 0.0% | 0.0% | 22 | +331,670 | 30.27% | Q1 2026 | May 15, 2026 |
| Hood River Capital Management LLC | History | Added to | 1,323,910 | 48,653 | 0.49% | 0.29% | 23 | +478,414 | 56.58% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,271,566 | 46,730 | 0.01% | 0.01% | 24 | -9,147 | -0.71% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,188,247 | 43,668 | 0.01% | 0.01% | 25 | +14,076 | 1.2% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,146,158 | 42,121 | 0.01% | 0.01% | 26 | +69,222 | 6.43% | Q1 2026 | May 05, 2026 |
| Swedbank AB | History | Reduced | 1,091,528 | 40,113 | 0.04% | 0.05% | 27 | -543,544 | -33.24% | Q1 2026 | Apr 29, 2026 |
| Aristotle Capital Boston, LLC | History | Reduced | 1,026,245 | 37,711 | 2.34% | 2.05% | 28 | -163,991 | -13.78% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 986,725 | 36,262 | 0.01% | 0.01% | 29 | -166,261 | -14.42% | Q1 2026 | May 06, 2026 |
| Handelsbanken Fonder AB | History | Added to | 923,484 | 33,938 | 0.11% | 0.09% | 30 | +6,700 | 0.73% | Q1 2026 | Apr 28, 2026 |
| Mizuho Markets Cayman LP | History | New | 900,000 | 33,075 | 1.78% | — | 31 | +900,000 | New | Q1 2026 | May 13, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 878,320 | 32,278 | 0.09% | 0.08% | 32 | -52,534 | -5.64% | Q1 2026 | May 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 854,402 | 31,399 | 0.04% | 0.02% | 33 | +198,651 | 30.29% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 826,302 | 30,366 | 0.01% | — | 34 | +826,302 | New | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | New | 733,865 | 26,969 | 0.06% | — | 35 | +733,865 | New | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Added to | 711,961 | 26,164 | 0.04% | 0.03% | 36 | +4,329 | 0.61% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 655,489 | 24,088 | 0.0% | 0.0% | 37 | -62,463 | -8.7% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 620,243 | 22,793 | 0.01% | 0.01% | 38 | +19,506 | 3.25% | Q1 2026 | May 04, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 596,616 | 21,925 | 0.04% | 0.03% | 39 | -7,288 | -1.21% | Q1 2026 | May 11, 2026 |
| Triodos Investment Management BV | History | No change | 550,000 | 20,212 | 1.53% | 1.27% | 40 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Border to Coast Pensions Partnership Ltd | History | Added to | 475,000 | 17,510 | 0.3% | 0.24% | 41 | +45,000 | 10.47% | Q1 2026 | Apr 22, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 456,607 | 16,780 | 0.05% | 0.05% | 42 | +20,207 | 4.63% | Q1 2026 | May 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 453,514 | 16,666 | 0.02% | 0.02% | 43 | -97,272 | -17.66% | Q1 2026 | Apr 21, 2026 |
| ABN AMRO Bank N.V. | History | Added to | 428,567 | 15,914 | 0.17% | 0.08% | 44 | +161,631 | 60.55% | Q1 2026 | Apr 22, 2026 |
| Nuveen, LLC | History | Added to | 415,563 | 15,271 | 0.0% | 0.0% | 45 | +828 | 0.2% | Q1 2026 | Apr 30, 2026 |
| SEI INVESTMENTS CO | History | Added to | 411,353 | 15,117 | 0.01% | 0.01% | 46 | +3,446 | 0.84% | Q1 2026 | May 13, 2026 |
| Rathbones Group PLC | History | Reduced | 394,662 | 14,503 | 0.06% | 0.06% | 47 | -77,222 | -16.36% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 385,934 | 14,183 | 0.01% | 0.01% | 48 | +21,979 | 6.04% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 382,976 | 14,074 | 0.01% | 0.01% | 49 | +77,617 | 25.42% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 368,258 | 13,533 | 0.0% | 0.0% | 50 | +158,414 | 75.49% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 352,583 | 12,957 | 0.01% | 0.01% | 51 | +12,049 | 3.54% | Q1 2026 | May 12, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 350,141 | 12,867 | 0.01% | 0.0% | 52 | +215,497 | 160.05% | Q1 2026 | May 12, 2026 |
| LBP AM SA | History | Reduced | 340,112 | 12,499 | 0.17% | 0.14% | 53 | -56,510 | -14.25% | Q1 2026 | Apr 27, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 334,605 | 12,296 | 0.0% | 0.0% | 54 | +159,744 | 91.35% | Q1 2026 | May 15, 2026 |
| Boston Common Asset Management, LLC | History | Added to | 319,770 | 11,751 | 0.76% | 0.38% | 55 | +117,855 | 58.37% | Q1 2026 | May 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 308,509 | 11,337 | 0.03% | 0.02% | 56 | -24,186 | -7.27% | Q1 2026 | May 15, 2026 |
| Raiffeisen Bank International AG | History | No change | 311,710 | 11,171 | 0.16% | 0.13% | 57 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 298,765 | 10,979 | 0.01% | 0.01% | 58 | -39,010 | -11.55% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 292,603 | 10,753 | 0.0% | 0.0% | 59 | -23,905 | -7.55% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 287,468 | 10,564 | 0.13% | 0.12% | 60 | +17,350 | 6.42% | Q1 2026 | Apr 23, 2026 |
| EDENTREE ASSET MANAGEMENT Ltd | History | Added to | 283,800 | 10,426 | 3.14% | 2.44% | 61 | +30,300 | 11.95% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | Added to | 277,147 | 10,185 | 0.03% | 0.01% | 62 | +128,420 | 86.35% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 264,685 | 9,727 | 0.01% | 0.01% | 63 | -16,110 | -5.74% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 259,586 | 9,539 | 0.0% | 0.0% | 64 | +32,422 | 14.27% | Q1 2026 | May 11, 2026 |
| Swiss National Bank | History | Added to | 249,434 | 9,166 | 0.01% | 0.0% | 65 | +4,200 | 1.71% | Q1 2026 | May 07, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 266,234 | 8,567 | 0.12% | 0.03% | 66 | +167,938 | 170.85% | Q1 2026 | Apr 22, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 231,182 | 8,495 | 0.0% | 0.0% | 67 | +12,218 | 5.58% | Q1 2026 | May 04, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 229,265 | 8,425 | 0.0% | 0.0% | 68 | -8,343 | -3.51% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 226,978 | 8,341 | 0.01% | 0.0% | 69 | -875 | -0.38% | Q1 2026 | May 06, 2026 |
| ABN AMRO INVESTMENT SOLUTIONS | History | Added to | 225,941 | 8,303 | 0.11% | 0.08% | 70 | +51,681 | 29.66% | Q1 2026 | May 12, 2026 |
| PFG Investments, LLC | History | Reduced | 223,623 | 8,218 | 0.38% | 0.33% | 71 | -306 | -0.14% | Q1 2026 | Apr 27, 2026 |
| AGF MANAGEMENT LTD | History | Reduced | 222,691 | 8,183 | 0.04% | 0.03% | 72 | -4,598 | -2.02% | Q1 2026 | May 07, 2026 |
| Waverly Advisors, LLC | History | Reduced | 203,785 | 7,489 | 0.06% | 0.05% | 73 | -4,691 | -2.25% | Q1 2026 | May 15, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 202,089 | 7,426 | 1.83% | 1.64% | 74 | -7,132 | -3.41% | Q1 2026 | May 01, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 197,112 | 7,243 | 0.0% | 0.0% | 75 | +97,532 | 97.94% | Q1 2026 | May 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 193,522 | 7,112 | 0.01% | 0.0% | 76 | +88,685 | 84.59% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 192,366 | 7,069 | 0.01% | 0.01% | 77 | -8,657 | -4.31% | Q1 2026 | Apr 24, 2026 |
| Groupe la Francaise | History | Reduced | 183,651 | 6,739 | 0.09% | 0.1% | 78 | -36,000 | -16.39% | Q1 2026 | May 21, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 179,402 | 6,593 | 0.01% | 0.01% | 79 | -25,311 | -12.36% | Q1 2026 | Apr 27, 2026 |
| Avalon Trust Co | History | Reduced | 179,397 | 6,592 | 0.45% | 0.37% | 80 | -3,743 | -2.04% | Q1 2026 | May 06, 2026 |
| Squarepoint Ops LLC | History | New | 178,968 | 6,577 | 0.01% | — | 81 | +178,968 | New | Q1 2026 | May 15, 2026 |
| Clean Yield Group | History | Reduced | 169,328 | 6,222 | 1.75% | 1.55% | 82 | -8,330 | -4.69% | Q1 2026 | Apr 14, 2026 |
| NIA IMPACT ADVISORS, LLC | History | Reduced | 167,649 | 6,161 | 2.74% | 1.82% | 83 | -4,956 | -2.87% | Q1 2026 | May 08, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 167,358 | 6,150 | 0.0% | 0.0% | 84 | +5,295 | 3.27% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 163,208 | 5,997 | 0.0% | 0.0% | 85 | -137,809 | -45.78% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 162,709 | 5,979 | 0.0% | 0.0% | 86 | -77,511 | -32.27% | Q1 2026 | May 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 156,985 | 5,867 | 0.01% | 0.01% | 87 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SFE Investment Counsel | History | Reduced | 158,637 | 5,829 | 0.92% | 0.8% | 88 | -7,320 | -4.41% | Q1 2026 | May 01, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 153,591 | 5,645 | 0.0% | 0.0% | 89 | +24,562 | 19.04% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 149,403 | 5,490 | 0.03% | 0.03% | 90 | -16,070 | -9.71% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 146,396 | 5,380 | 0.01% | 0.0% | 91 | +28,834 | 24.53% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 170,049 | 5,344 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| LPL Financial LLC | History | Reduced | 140,969 | 5,180 | 0.0% | 0.0% | 93 | -8,370 | -5.6% | Q1 2026 | May 06, 2026 |
| CIBC Bancorp USA Inc. | History | New | 130,768 | 4,814 | 0.01% | — | 94 | +130,768 | New | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 126,766 | 4,658 | 0.02% | 0.02% | 95 | -4,205 | -3.21% | Q1 2026 | May 11, 2026 |
| Castlefield Investment Partners LLP | History | Added to | 123,778 | 4,548 | 3.48% | 2.8% | 96 | +8,142 | 7.04% | Q1 2026 | May 15, 2026 |
| Pier Capital, LLC | History | New | 119,656 | 4,397 | 0.73% | — | 97 | +119,656 | New | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 116,126 | 4,267 | 0.01% | 0.0% | 98 | +109,147 | 1563.93% | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 114,260 | 4,199 | 0.16% | 0.13% | 99 | -11,296 | -9.0% | Q1 2026 | Apr 21, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 112,227 | 4,124 | 0.14% | 0.14% | 100 | -29,040 | -20.56% | Q1 2026 | May 11, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 111,831 | 4,109 | 0.0% | — | 101 | +111,831 | New | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 111,590 | 4,102 | 0.01% | 0.01% | 102 | -4,678 | -4.02% | Q1 2026 | May 14, 2026 |
| PDT Partners, LLC | History | New | 107,247 | 3,941 | 0.23% | — | 103 | +107,247 | New | Q1 2026 | May 15, 2026 |
| Truvestments Capital LLC | History | Reduced | 107,100 | 3,935 | 0.71% | 0.67% | 104 | -9,878 | -8.44% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 105,115 | 3,863 | 0.01% | 0.01% | 105 | -4,085 | -3.74% | Q1 2026 | Apr 27, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 91,511 | 3,363 | 0.07% | 0.06% | 106 | -3,000 | -3.17% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 85,200 | 3,131 | 0.01% | 0.0% | 107 | -1,433 | -1.65% | Q1 2026 | May 01, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | New | 84,281 | 3,097 | 0.0% | — | 109 | +84,281 | New | Q1 2026 | May 15, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | Added to | 79,596 | 3,097 | 0.03% | 0.02% | 108 | +7,975 | 11.14% | Q1 2026 | Apr 13, 2026 |
| Andrew Hill Investment Advisors, Inc. | History | Added to | 82,719 | 3,039 | 2.71% | 1.05% | 110 | +38,622 | 87.58% | Q1 2026 | Apr 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 81,451 | 2,993 | 0.0% | 0.01% | 111 | -55,539 | -40.54% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 81,325 | 2,988 | 0.0% | 0.0% | 112 | +10,546 | 14.9% | Q1 2026 | May 15, 2026 |
| Fort Sheridan Advisors LLC | History | No change | 77,649 | 2,853 | 0.34% | 0.31% | 113 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Reduced | 76,481 | 2,810 | 0.11% | 0.09% | 114 | -42 | -0.05% | Q1 2026 | May 13, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 72,273 | 2,656 | 0.1% | 0.08% | 115 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Reduced | 70,277 | 2,582 | 0.01% | 0.01% | 116 | -36,643 | -34.27% | Q1 2026 | May 08, 2026 |
| Rock Point Advisors, LLC | History | Reduced | 69,067 | 2,538 | 0.69% | 0.55% | 117 | -898 | -1.28% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 68,313 | 2,510 | 0.0% | 0.0% | 118 | -13,805 | -16.81% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 68,097 | 2,502 | 0.01% | 0.01% | 119 | +637 | 0.94% | Q1 2026 | May 14, 2026 |
| Advisors Preferred, LLC | History | Reduced | 66,376 | 2,439 | 0.36% | 0.44% | 120 | -17,820 | -21.16% | Q1 2026 | May 05, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 65,132 | 2,393 | 0.03% | 0.03% | 121 | -5,122 | -7.29% | Q1 2026 | May 05, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 63,324 | 2,327 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ELLERSON GROUP INC /ADV | History | New | 63,239 | 2,324 | 1.52% | — | 123 | +63,239 | New | Q1 2026 | May 04, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 62,923 | 2,312 | 0.03% | 0.02% | 124 | -1,215 | -1.89% | Q1 2026 | Apr 20, 2026 |
| Brevan Howard Capital Management LP | History | New | 62,888 | 2,311 | 0.02% | — | 125 | +62,888 | New | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 60,569 | 2,225 | 0.01% | 0.01% | 126 | -3,853 | -5.98% | Q1 2026 | May 05, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 59,526 | 2,187 | 0.0% | 0.0% | 127 | +1,997 | 3.47% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 59,296 | 2,179 | 0.0% | 0.0% | 128 | +13,360 | 29.08% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 58,610 | 2,153 | 0.0% | 0.0% | 129 | +1,790 | 3.15% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 57,405 | 2,109 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 56,600 | 2,080 | 0.04% | 0.03% | 131 | -1,200 | -2.08% | Q1 2026 | Apr 20, 2026 |
| Creative Planning | History | Added to | 56,473 | 2,075 | 0.0% | 0.0% | 132 | +12,141 | 27.39% | Q1 2026 | May 12, 2026 |
| ARDSLEY ADVISORY PARTNERS LP | History | No change | 55,000 | 2,021 | 0.26% | 0.19% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 54,874 | 2,016 | 0.01% | 0.01% | 134 | +4,172 | 8.23% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 51,196 | 1,881 | 0.0% | — | 135 | +51,196 | New | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 50,200 | 1,844 | 0.01% | 0.01% | 136 | -14,149 | -21.99% | Q1 2026 | May 13, 2026 |
| DnB Asset Management AS | History | Reduced | 48,551 | 1,784 | 0.01% | 0.01% | 137 | -69,829 | -58.99% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 47,123 | 1,731 | 0.0% | 0.02% | 138 | -218,998 | -82.29% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | New | 46,883 | 1,722 | 0.03% | — | 139 | +46,883 | New | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 45,015 | 1,654 | 0.0% | 0.0% | 140 | -45,015 | -50.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 44,737 | 1,644 | 0.0% | 0.0% | 141 | -10,396 | -18.86% | Q1 2026 | May 12, 2026 |
| Horst & Graben Wealth Management LLC | History | Added to | 38,911 | 1,625 | 0.22% | 0.18% | 142 | +27 | 0.07% | Q1 2026 | Apr 28, 2026 |
| Abundance Wealth Counselors | History | Reduced | 43,493 | 1,598 | 0.23% | 0.23% | 143 | -485 | -1.1% | Q1 2026 | Apr 22, 2026 |
| FIGURE 8 INVESTMENT STRATEGIES LLC | History | Reduced | 42,002 | 1,543 | 1.51% | 1.61% | 144 | -15,620 | -27.11% | Q1 2026 | Apr 22, 2026 |
| BARCLAYS PLC | History | Reduced | 41,945 | 1,541 | 0.0% | 0.0% | 145 | -188,926 | -81.83% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 41,625 | 1,529 | 0.0% | 0.0% | 146 | +14,213 | 51.85% | Q1 2026 | May 12, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 40,706 | 1,496 | 0.0% | 0.0% | 147 | +2,927 | 7.75% | Q1 2026 | Apr 22, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 39,173 | 1,440 | 0.0% | 0.0% | 148 | -1,522 | -3.74% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 38,681 | 1,421 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 38,393 | 1,410 | 0.01% | 0.02% | 150 | -43,699 | -53.23% | Q1 2026 | May 08, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 37,663 | 1,384 | 0.01% | 0.01% | 151 | -361 | -0.95% | Q1 2026 | May 15, 2026 |
| LaSalle St. Investment Advisors, LLC | History | Reduced | 37,552 | 1,380 | 0.19% | 0.19% | 152 | -612 | -1.6% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 36,527 | 1,342 | 0.01% | 0.01% | 153 | -1 | -0.0% | Q1 2026 | May 08, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 35,433 | 1,331 | 0.01% | 0.02% | 154 | -18,803 | -34.67% | Q1 2026 | Apr 07, 2026 |
| Strong Tower Advisory Services | History | Added to | 35,517 | 1,305 | 0.25% | 0.19% | 155 | +1,241 | 3.62% | Q1 2026 | Apr 16, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 34,755 | 1,277 | 0.01% | 0.01% | 156 | +430 | 1.25% | Q1 2026 | Apr 24, 2026 |
| Arizona State Retirement System | History | Reduced | 34,631 | 1,272 | 0.01% | 0.01% | 157 | -297 | -0.85% | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 34,557 | 1,269 | 0.0% | 0.0% | 158 | -15,706 | -31.25% | Q1 2026 | Apr 30, 2026 |
| BROWN ADVISORY INC | History | Added to | 34,551 | 1,269 | 0.0% | 0.0% | 159 | +5,168 | 17.59% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 34,100 | 1,253 | 0.0% | 0.0% | 160 | -11,800 | -25.71% | Q1 2026 | May 05, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 33,976 | 1,248 | 0.01% | 0.01% | 161 | +1,052 | 3.2% | Q1 2026 | Apr 29, 2026 |
| HRT FINANCIAL LP | History | New | 33,757 | 1,240 | 0.0% | — | 162 | +33,757 | New | Q1 2026 | May 14, 2026 |
| SEB Asset Management AB | History | New | 32,900 | 1,209 | 0.01% | — | 163 | +32,900 | New | Q1 2026 | May 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 32,012 | 1,176 | 0.0% | — | 164 | +32,012 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 31,566 | 1,160 | 0.01% | 0.0% | 165 | +353 | 1.13% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 31,237 | 1,147 | 0.0% | 0.0% | 166 | +239 | 0.77% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 30,469 | 1,119 | 0.0% | 0.0% | 167 | +30,272 | 15366.5% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 30,442 | 1,119 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Caption Management, LLC | History | Added to | 30,000 | 1,102 | 0.01% | 0.0% | 169 | +27,606 | 1153.13% | Q1 2026 | May 15, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | Reduced | 29,810 | 1,095 | 0.72% | 0.67% | 170 | -1,950 | -6.14% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 29,669 | 1,090 | 0.0% | 0.0% | 171 | +126 | 0.43% | Q1 2026 | May 08, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 29,404 | 1,080 | 0.0% | 0.0% | 172 | +1,257 | 4.47% | Q1 2026 | May 08, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 29,300 | 1,076 | 0.02% | 0.02% | 173 | -1,348 | -4.4% | Q1 2026 | Apr 10, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 29,154 | 1,071 | 0.01% | 0.01% | 174 | +300 | 1.04% | Q1 2026 | Apr 29, 2026 |
| BAILARD, INC. | History | Reduced | 28,412 | 1,044 | 0.02% | 0.02% | 175 | -4,900 | -14.71% | Q1 2026 | May 11, 2026 |
| Dynamic Advisor Solutions LLC | History | Added to | 27,861 | 1,023 | 0.03% | 0.03% | 176 | +300 | 1.09% | Q1 2026 | Apr 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 27,800 | 1,021 | 0.0% | 0.0% | 177 | +1,200 | 4.51% | Q1 2026 | Apr 29, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 27,424 | 1,008 | 0.0% | 0.0% | 178 | +2,083 | 8.22% | Q1 2026 | May 13, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Reduced | 26,255 | 965 | 0.13% | 0.11% | 179 | -120 | -0.45% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 26,076 | 958 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 25,576 | 939 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 29,775 | 935 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NWAM LLC | History | Added to | 25,279 | 929 | 0.05% | 0.03% | 183 | +5,709 | 29.17% | Q1 2026 | May 04, 2026 |
| Hilltop Holdings Inc. | History | Reduced | 24,862 | 913 | 0.08% | 0.05% | 184 | -624 | -2.45% | Q1 2026 | May 14, 2026 |
| ALLSTATE CORP | History | New | 24,746 | 909 | 0.01% | — | 186 | +24,746 | New | Q1 2026 | May 11, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Reduced | 24,737 | 909 | 0.01% | 0.01% | 185 | -129 | -0.52% | Q1 2026 | May 05, 2026 |
| EVERETT HARRIS & CO /CA/ | History | No change | 24,600 | 904 | 0.01% | 0.01% | 187 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Graham Capital Management, L.P. | History | New | 23,740 | 872 | 0.02% | — | 188 | +23,740 | New | Q1 2026 | May 15, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 23,550 | 865 | 0.72% | 0.59% | 189 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Cerity Partners LLC | History | Added to | 23,446 | 861 | 0.0% | 0.0% | 190 | +4,282 | 22.34% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 22,355 | 821 | 0.0% | 0.0% | 191 | +4,876 | 27.9% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 21,800 | 801 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| PEAK6 LLC | History | Reduced | 20,700 | 760 | 0.0% | 0.01% | 193 | -144,900 | -87.5% | Q1 2026 | May 13, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 19,788 | 727 | 0.0% | 0.0% | 194 | +336 | 1.73% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | New | 19,400 | 712 | 0.0% | — | 195 | +19,400 | New | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | Added to | 19,362 | 711 | 0.15% | 0.14% | 196 | +803 | 4.33% | Q1 2026 | Apr 28, 2026 |
| HighTower Advisors, LLC | History | Reduced | 18,768 | 689 | 0.0% | 0.0% | 197 | -496 | -2.57% | Q1 2026 | May 05, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 18,621 | 684 | 0.01% | 0.01% | 198 | +88 | 0.47% | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 18,542 | 681 | 0.0% | 0.0% | 199 | +2,407 | 14.92% | Q1 2026 | Apr 22, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 18,164 | 667 | 0.0% | 0.0% | 200 | +1,371 | 8.16% | Q1 2026 | May 13, 2026 |
| AIA Group Ltd | History | No change | 18,033 | 662 | 0.01% | 0.01% | 201 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| FIL Ltd | History | No change | 17,839 | 655 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | Reduced | 17,555 | 645 | 0.0% | 0.0% | 203 | -1,176 | -6.28% | Q1 2026 | May 15, 2026 |
| Cornerstone Select Advisors, LLC | History | No change | 16,877 | 620 | 0.39% | 0.37% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 16,353 | 600 | 0.0% | 0.0% | 205 | -5,377 | -24.74% | Q1 2026 | May 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 15,855 | 583 | 0.05% | 0.04% | 206 | +348 | 2.24% | Q1 2026 | Apr 28, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 15,516 | 570 | 0.0% | 0.0% | 207 | +2,284 | 17.26% | Q1 2026 | Apr 24, 2026 |
| Icon Wealth Advisors, LLC | History | Added to | 13,842 | 559 | 0.04% | 0.02% | 208 | +5,668 | 69.34% | Q1 2026 | May 12, 2026 |
| Harrington Investments, INC | History | Added to | 15,148 | 556 | 0.29% | 0.22% | 209 | +1,000 | 7.07% | Q1 2026 | Apr 13, 2026 |
| Severin Investments, LLC | History | New | 15,019 | 551 | 0.47% | — | 210 | +15,019 | New | Q1 2026 | Apr 24, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 14,950 | 549 | 0.01% | 0.01% | 211 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Plan Group Financial, LLC | History | Reduced | 14,915 | 548 | 0.13% | 0.14% | 212 | -2,232 | -13.02% | Q1 2026 | Apr 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 14,608 | 536 | 0.01% | 0.0% | 213 | +198 | 1.37% | Q1 2026 | May 07, 2026 |
| Focus Partners Wealth | History | Added to | 14,543 | 534 | 0.0% | 0.0% | 214 | +1,703 | 13.26% | Q1 2026 | May 14, 2026 |
| Investment Research Partners LLC | History | Added to | 14,399 | 529 | 0.22% | 0.19% | 215 | +293 | 2.08% | Q1 2026 | Apr 29, 2026 |
| Values Added Financial LLC | History | No change | 14,205 | 522 | 0.22% | 0.19% | 216 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WEDBUSH SECURITIES INC | History | Added to | 14,117 | 519 | 0.02% | 0.01% | 217 | +2,908 | 25.94% | Q1 2026 | Apr 21, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 14,071 | 517 | 0.01% | 0.01% | 218 | +10 | 0.07% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Reduced | 14,034 | 515 | 0.04% | 0.04% | 219 | -797 | -5.37% | Q1 2026 | Apr 23, 2026 |
| HARTLINE INVESTMENT CORP/ | History | Added to | 13,504 | 496 | 0.05% | 0.04% | 220 | +2,990 | 28.44% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Added to | 13,468 | 494 | 0.01% | 0.0% | 221 | +5,348 | 65.86% | Q1 2026 | May 05, 2026 |
| NewEdge Wealth, LLC | History | New | 13,346 | 490 | 0.01% | — | 222 | +13,346 | New | Q1 2026 | May 13, 2026 |
| FCA CORP /TX | History | Reduced | 13,200 | 485 | 0.14% | 0.13% | 223 | -2,000 | -13.16% | Q1 2026 | May 14, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 12,925 | 474 | 0.02% | 0.02% | 224 | -303 | -2.29% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 12,723 | 467 | 0.01% | 0.01% | 225 | +5,770 | 82.99% | Q1 2026 | May 15, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 12,311 | 452 | 0.01% | 0.01% | 226 | -10,516 | -46.07% | Q1 2026 | May 05, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 12,146 | 446 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 11,953 | 439 | 0.02% | 0.01% | 228 | +524 | 4.58% | Q1 2026 | Apr 13, 2026 |
| XPONANCE LLC | History | Added to | 11,757 | 432 | 0.0% | 0.0% | 229 | +2,064 | 21.29% | Q1 2026 | May 13, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 11,592 | 426 | 0.07% | — | 231 | +11,592 | New | Q1 2026 | May 15, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Added to | 11,606 | 426 | 0.29% | 0.24% | 230 | +221 | 1.94% | Q1 2026 | May 13, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 11,256 | 413 | 0.0% | 0.0% | 232 | -1,654 | -12.81% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,944 | 406 | 0.0% | 0.0% | 233 | +2,810 | 34.55% | Q1 2026 | Apr 08, 2026 |
| Colorado Capital Management, Inc. | History | Reduced | 11,040 | 406 | 0.15% | 0.14% | 234 | -544 | -4.7% | Q1 2026 | Apr 13, 2026 |
| TRED AVON FAMILY WEALTH, LLC | History | No change | 10,950 | 402 | 0.13% | 0.11% | 235 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 10,784 | 396 | 0.0% | 0.0% | 237 | +4,409 | 69.16% | Q1 2026 | May 14, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 10,786 | 396 | 0.01% | 0.01% | 236 | -401 | -3.58% | Q1 2026 | Apr 22, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | New | 10,700 | 393 | 0.06% | — | 238 | +10,700 | New | Q1 2026 | May 04, 2026 |
| GUIDANCE CAPITAL, INC | History | No change | 9,111 | 391 | 0.09% | 0.08% | 239 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 10,481 | 385 | 0.0% | 0.0% | 240 | +735 | 7.54% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 10,404 | 382 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 10,330 | 380 | 0.01% | — | 242 | +10,330 | New | Q1 2026 | May 14, 2026 |
| Seelaus Asset Management LLC | History | Reduced | 10,280 | 377 | 0.27% | 0.26% | 243 | -65 | -0.63% | Q1 2026 | Apr 29, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 10,024 | 368 | 0.01% | 0.01% | 244 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 9,788 | 359 | 0.0% | 0.0% | 245 | +705 | 7.76% | Q1 2026 | May 12, 2026 |
| Pine Haven Investment Counsel, Inc | History | Added to | 9,518 | 349 | 0.26% | 0.21% | 246 | +250 | 2.7% | Q1 2026 | Apr 16, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 9,280 | 341 | 0.01% | — | 247 | +9,280 | New | Q1 2026 | May 11, 2026 |
| Gateway Wealth Partners, LLC | History | New | 9,260 | 340 | 0.01% | — | 248 | +9,260 | New | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | New | 9,185 | 337 | 0.0% | — | 249 | +9,185 | New | Q1 2026 | Apr 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,122 | 335 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INVESTED ADVISORS | History | Reduced | 9,104 | 334 | 0.34% | 0.3% | 251 | -41 | -0.45% | Q1 2026 | Apr 29, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 9,068 | 333 | 0.0% | 0.0% | 252 | -22,772 | -71.52% | Q1 2026 | Apr 30, 2026 |
| American Trust Investment Advisors, LLC | History | No change | 8,990 | 330 | 0.18% | 0.15% | 253 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 8,778 | 329 | 0.02% | 0.01% | 254 | -180 | -2.01% | Q1 2026 | Apr 27, 2026 |
| Modera Wealth Management, LLC | History | No change | 8,844 | 325 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 8,690 | 319 | 0.0% | 0.0% | 256 | +1,769 | 25.56% | Q1 2026 | May 15, 2026 |
| SMH CAPITAL ADVISORS INC | History | Reduced | 318 | 318 | 0.97% | 0.55% | 257 | -8,361 | -96.34% | Q1 2026 | Apr 10, 2026 |
| STANCE CAPITAL LLC | History | Added to | 8,635 | 317 | 0.15% | 0.09% | 258 | +1,107 | 14.71% | Q1 2026 | May 13, 2026 |
| Swiss Life Asset Management Ltd | History | New | 8,496 | 312 | 0.0% | — | 260 | +8,496 | New | Q1 2026 | May 14, 2026 |
| EFG International AG | History | Reduced | 8,505 | 312 | 0.01% | 0.01% | 259 | -115 | -1.33% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Reduced | 8,426 | 309 | 0.01% | 0.01% | 261 | -1,216 | -12.61% | Q1 2026 | Apr 29, 2026 |
| Pekin Hardy Strauss, Inc. | History | Added to | 8,375 | 307 | 0.03% | 0.02% | 262 | +1,065 | 14.57% | Q1 2026 | May 06, 2026 |
| Cascade Financial Partners, LLC | History | No change | 8,379 | 307 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| State of Wyoming | History | Reduced | 8,237 | 302 | 0.04% | 0.04% | 264 | -4,643 | -36.05% | Q1 2026 | May 13, 2026 |
| Prime Capital Investment Advisors, LLC | History | Reduced | 8,123 | 298 | 0.0% | 0.0% | 265 | -1,774 | -17.92% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Added to | 8,094 | 297 | 0.0% | 0.0% | 266 | +205 | 2.6% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 8,052 | 295 | 0.0% | 0.0% | 267 | +85 | 1.07% | Q1 2026 | May 14, 2026 |
| Bryn Mawr Trust Advisors, LLC | History | Reduced | 8,020 | 294 | 0.01% | 0.01% | 268 | -88 | -1.09% | Q1 2026 | May 04, 2026 |
| GAMMA Investing LLC | History | Added to | 7,813 | 287 | 0.01% | 0.01% | 269 | +1,065 | 15.78% | Q1 2026 | Apr 06, 2026 |
| TCW GROUP INC | History | Reduced | 7,778 | 285 | 0.0% | 0.0% | 270 | -930 | -10.68% | Q1 2026 | May 14, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 7,717 | 283 | 0.06% | 0.05% | 271 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Walleye Trading LLC | History | Reduced | 7,629 | 280 | 0.0% | 0.0% | 272 | -2,183 | -22.25% | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Reduced | 7,277 | 267 | 0.01% | 0.0% | 273 | -68 | -0.93% | Q1 2026 | May 11, 2026 |
| Ironwood Investment Counsel, LLC | History | Added to | 7,230 | 265 | 0.04% | 0.03% | 274 | +50 | 0.7% | Q1 2026 | May 07, 2026 |
| CHOREO, LLC | History | Added to | 7,147 | 262 | 0.0% | 0.0% | 275 | +314 | 4.6% | Q1 2026 | May 12, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Reduced | 6,993 | 257 | 0.0% | 0.0% | 276 | -1,276 | -15.43% | Q1 2026 | Apr 20, 2026 |
| SeaCrest Wealth Management, LLC | History | Reduced | 7,016 | 257 | 0.03% | 0.02% | 277 | -67 | -0.95% | Q1 2026 | Apr 15, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 8,098 | 254 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Savvy Advisors, Inc. | History | Added to | 6,728 | 247 | 0.01% | 0.01% | 279 | +74 | 1.11% | Q1 2026 | May 11, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 6,625 | 243 | 0.01% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Ethic Inc. | History | New | 6,541 | 240 | 0.0% | — | 282 | +6,541 | New | Q1 2026 | Apr 27, 2026 |
| PEDDOCK CAPITAL ADVISORS, LLC | History | No change | 6,550 | 240 | 0.05% | 0.04% | 281 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 6,493 | 238 | 0.0% | 0.0% | 283 | -46,209 | -87.68% | Q1 2026 | May 07, 2026 |
| Avior Wealth Management, LLC | History | Added to | 6,432 | 236 | 0.01% | 0.01% | 284 | +4 | 0.06% | Q1 2026 | Apr 09, 2026 |
| Corient Private Wealth LLC | History | Reduced | 6,384 | 234 | 0.0% | 0.0% | 285 | -1,401 | -18.0% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Reduced | 6,292 | 231 | 0.01% | 0.01% | 286 | -4,859 | -43.57% | Q1 2026 | Apr 24, 2026 |
| First Affirmative Financial Network | History | New | 6,215 | 228 | 0.09% | — | 287 | +6,215 | New | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 7,183 | 225 | 0.01% | 0.01% | 288 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 6,099 | 224 | 0.0% | — | 290 | +6,099 | New | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 6,111 | 224 | 0.0% | 0.0% | 289 | +88 | 1.46% | Q1 2026 | May 14, 2026 |
| ARGONAUTICA PRIVATE WEALTH MANAGEMENT, INC | History | New | 6,025 | 221 | 0.07% | — | 291 | +6,025 | New | Q1 2026 | Apr 28, 2026 |
| CIBC WORLD MARKET INC. | History | New | 5,973 | 219 | 0.0% | — | 292 | +5,973 | New | Q1 2026 | May 14, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | New | 5,950 | 218 | 0.02% | — | 293 | +5,950 | New | Q1 2026 | Apr 14, 2026 |
| Reynders McVeigh Capital Management, LLC | History | New | 5,838 | 215 | 0.01% | — | 294 | +5,838 | New | Q1 2026 | Apr 27, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,744 | 211 | 0.0% | 0.0% | 295 | +426 | 8.01% | Q1 2026 | May 08, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 5,000 | 211 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Merit Financial Group, LLC | History | New | 5,500 | 202 | 0.0% | — | 297 | +5,500 | New | Q1 2026 | Apr 15, 2026 |
| Kestra Investment Management, LLC | History | New | 5,485 | 201 | 0.0% | — | 298 | +5,485 | New | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 4,880 | 179 | 0.0% | 0.0% | 299 | +3,257 | 200.68% | Q1 2026 | May 13, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 4,112 | 154 | 0.0% | 0.0% | 300 | +4,030 | 4914.63% | Q1 2026 | May 12, 2026 |