Hayward Holdings, Inc. - HAYW
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 20,933,077 | 323,416 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 23,998,090 | 321,094 | 0.01% | 0.01% | 2 | +501,989 | 2.14% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 11,703,916 | 153,555 | 0.01% | 0.01% | 3 | -208,061 | -1.75% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 10,347,933 | 138,455 | 0.01% | — | 4 | +10,347,933 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 9,252,807 | 123,802 | 0.0% | — | 5 | +9,252,807 | New | Q1 2026 | May 15, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Reduced | 8,738,960 | 116,927 | 1.45% | 1.54% | 6 | -350,906 | -3.86% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 8,650,791 | 115,747 | 0.01% | 0.01% | 7 | -1,792,696 | -17.17% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 7,657,059 | 102,451 | 0.08% | 0.08% | 8 | +362,986 | 4.98% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 7,453,736 | 99,726 | 0.02% | 0.02% | 9 | +761,145 | 11.37% | Q1 2026 | May 07, 2026 |
| MIC Capital Management UK LLP | History | Reduced | 6,572,676 | 87,942 | 24.95% | 29.14% | 10 | -1,750,257 | -21.03% | Q1 2026 | May 13, 2026 |
| Greenhouse Funds LLLP | History | Added to | 6,418,964 | 85,885 | 3.84% | 3.32% | 11 | +466,963 | 7.85% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 6,281,396 | 84,045 | 0.04% | 0.05% | 12 | -680,820 | -9.78% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 6,229,756 | 83,354 | 0.0% | 0.0% | 13 | +183,934 | 3.04% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 6,201,309 | 82,973 | 0.05% | 0.06% | 14 | -383,424 | -5.82% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 4,838,917 | 64,744 | 0.47% | 0.58% | 15 | +247,383 | 5.39% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 4,798,842 | 64,208 | 0.04% | 0.04% | 16 | +90,733 | 1.93% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 4,554,775 | 60,942 | 0.0% | 0.0% | 17 | -594,872 | -11.55% | Q1 2026 | May 15, 2026 |
| Michael & Susan Dell Foundation | History | No change | 4,340,559 | 58,076 | 2.04% | 2.32% | 18 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 3,567,200 | 47,729 | 0.26% | 0.0% | 19 | +3,566,519 | 523717.91% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Reduced | 3,454,878 | 46,226 | 0.01% | 0.01% | 20 | -63,386 | -1.8% | Q1 2026 | May 12, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,446,092 | 46,120 | 0.0% | 0.0% | 21 | +124,565 | 3.75% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 3,336,107 | 44,637 | 0.05% | 0.05% | 22 | +759,370 | 29.47% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 3,184,257 | 42,334 | 0.02% | 0.03% | 23 | -1,006,757 | -24.02% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 2,975,392 | 39,810 | 0.02% | 0.02% | 24 | +605,743 | 25.56% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 2,709,271 | 36,250 | 0.01% | 0.01% | 25 | -1,276,425 | -32.03% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 2,676,774 | 35,119 | 0.03% | 0.03% | 26 | -54,468 | -1.99% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 2,513,843 | 33,635 | 0.0% | 0.0% | 27 | -793,955 | -24.0% | Q1 2026 | May 15, 2026 |
| DF DENT & CO INC | History | Reduced | 2,154,356 | 28,825 | 0.55% | 0.51% | 28 | -122,747 | -5.39% | Q1 2026 | May 15, 2026 |
| Trigran Investments, Inc. | History | Added to | 2,136,103 | 28,581 | 6.83% | 5.72% | 29 | +256,791 | 13.66% | Q1 2026 | May 13, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 2,034,738 | 27,224 | 0.01% | 0.01% | 30 | -228,969 | -10.11% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,974,010 | 26,412 | 0.0% | 0.0% | 31 | +45,425 | 2.36% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 1,972,454 | 26,391 | 0.03% | 0.01% | 32 | +1,215,389 | 160.54% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 1,644,729 | 22,006 | 0.07% | 0.15% | 33 | -949,865 | -36.61% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,623,444 | 21,721 | 0.0% | 0.0% | 34 | -123,271 | -7.06% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 1,602,908 | 21,446 | 0.0% | 0.0% | 35 | -51,232 | -3.1% | Q1 2026 | May 05, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,458,349 | 19,512 | 0.45% | 0.53% | 36 | -10,097 | -0.69% | Q1 2026 | May 13, 2026 |
| SCOPUS ASSET MANAGEMENT, L.P. | History | Reduced | 1,312,846 | 17,565 | 0.3% | 0.4% | 37 | -254,219 | -16.22% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,241,742 | 16,614 | 0.0% | — | 38 | +1,241,742 | New | Q1 2026 | May 08, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,214,404 | 16,248 | 0.0% | 0.0% | 39 | +757,236 | 165.64% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 1,088,544 | 14,564 | 0.07% | 0.1% | 40 | -223,378 | -17.03% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 1,083,987 | 14,504 | 0.06% | 0.06% | 41 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 1,057,461 | 14,148 | 0.0% | 0.0% | 42 | -79,414 | -6.99% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 1,003,031 | 13,420 | 0.1% | 0.07% | 43 | +515,336 | 105.67% | Q1 2026 | May 15, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Reduced | 994,229 | 13,302 | 0.04% | 0.08% | 44 | -828,014 | -45.44% | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 845,975 | 13,070 | 0.06% | 0.06% | 45 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 966,812 | 12,935 | 0.01% | 0.01% | 46 | +19,081 | 2.01% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 918,606 | 12,052 | 0.0% | 0.0% | 47 | -15,284 | -1.64% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 884,747 | 11,837 | 0.02% | 0.01% | 48 | +274,300 | 44.93% | Q1 2026 | May 14, 2026 |
| Aperture Investors, LLC | History | Reduced | 842,087 | 11,267 | 1.42% | 2.45% | 49 | -545,056 | -39.29% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 800,635 | 10,712 | 0.01% | 0.0% | 50 | +751,318 | 1523.45% | Q1 2026 | May 15, 2026 |
| Granite Investment Partners, LLC | History | Reduced | 772,357 | 10,334 | 0.64% | 0.73% | 51 | -23,444 | -2.95% | Q1 2026 | Apr 30, 2026 |
| Nuveen, LLC | History | Added to | 729,160 | 9,756 | 0.0% | 0.0% | 52 | +23,653 | 3.35% | Q1 2026 | Apr 30, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 713,817 | 9,550 | 0.03% | 0.04% | 53 | +22,821 | 3.3% | Q1 2026 | May 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 701,862 | 9,208 | 0.02% | 0.04% | 54 | -603,114 | -46.22% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 639,340 | 8,554 | 0.01% | 0.01% | 55 | +234,930 | 58.09% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 588,533 | 7,874 | 0.0% | 0.0% | 56 | -275,434 | -31.88% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 580,808 | 7,771 | 0.0% | 0.0% | 57 | +80,353 | 16.06% | Q1 2026 | May 13, 2026 |
| Leith Wheeler Investment Counsel Ltd. | History | Reduced | 565,970 | 7,572 | 0.63% | 0.66% | 58 | -387 | -0.07% | Q1 2026 | May 07, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 503,577 | 6,737 | 0.03% | 0.04% | 59 | -39,800 | -7.32% | Q1 2026 | May 13, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 484,423 | 6,481 | 0.02% | 0.04% | 60 | -370,024 | -43.31% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 480,773 | 6,432 | 0.0% | 0.0% | 61 | -49,996 | -9.42% | Q1 2026 | May 08, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 451,804 | 6,045 | 0.01% | 0.01% | 62 | +17,605 | 4.05% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 428,662 | 5,735 | 0.21% | 0.17% | 63 | +100,061 | 30.45% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 427,300 | 5,717 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Madison Asset Management, LLC | History | Reduced | 420,103 | 5,620 | 0.07% | 0.08% | 65 | -3,834 | -0.9% | Q1 2026 | May 07, 2026 |
| CITIGROUP INC | History | Added to | 391,031 | 5,231 | 0.0% | 0.0% | 66 | +52,189 | 15.4% | Q1 2026 | May 11, 2026 |
| MSD CAPITAL, L.P. | History | No change | 384,229 | 5,140 | 5.89% | 6.68% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | Added to | 374,200 | 5,006 | 0.1% | 0.03% | 68 | +218,300 | 140.03% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 348,040 | 4,656 | 0.24% | 0.29% | 69 | -55 | -0.02% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 341,601 | 4,571 | 0.01% | 0.0% | 70 | +204,510 | 149.18% | Q1 2026 | May 01, 2026 |
| Birch Hill Investment Advisors LLC | History | No change | 324,169 | 4,337 | 0.19% | 0.21% | 71 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 318,503 | 4,261 | 0.0% | 0.0% | 72 | -10,941 | -3.32% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 303,180 | 4,056 | 0.0% | 0.0% | 73 | -58,481 | -16.17% | Q1 2026 | May 13, 2026 |
| HOMESTEAD ADVISERS CORP | History | No change | 280,900 | 3,758 | 0.1% | 0.11% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 278,219 | 3,722 | 0.0% | 0.0% | 75 | +224,527 | 418.18% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 277,490 | 3,712 | 0.02% | 0.02% | 76 | -112,423 | -28.83% | Q1 2026 | May 14, 2026 |
| CRAMER ROSENTHAL MCGLYNN LLC | History | Reduced | 276,362 | 3,697 | 0.27% | 1.76% | 77 | -1,491,557 | -84.37% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 260,410 | 3,484 | 0.01% | 0.01% | 78 | +32,341 | 14.18% | Q1 2026 | May 14, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 247,777 | 3,315 | 0.0% | 0.0% | 79 | +47,028 | 23.43% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 239,925 | 3,210 | 0.0% | 0.0% | 80 | +112,346 | 88.06% | Q1 2026 | May 12, 2026 |
| ALGERT GLOBAL LLC | History | No change | 233,600 | 3,126 | 0.05% | 0.06% | 81 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 227,288 | 3,041 | 0.01% | 0.01% | 82 | +18,800 | 9.02% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 226,489 | 3,030 | 0.0% | 0.0% | 83 | +94,027 | 70.98% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 223,366 | 2,988 | 0.0% | 0.0% | 84 | +12,195 | 5.77% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 206,572 | 2,764 | 0.0% | 0.0% | 85 | +164,255 | 388.15% | Q1 2026 | Apr 16, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 196,035 | 2,623 | 0.0% | 0.0% | 86 | +30,831 | 18.66% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 194,343 | 2,600 | 0.0% | 0.01% | 87 | +28,588 | 17.25% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 191,337 | 2,560 | 0.02% | — | 88 | +191,337 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 190,938 | 2,554 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 188,801 | 2,526 | 0.0% | — | 90 | +188,801 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 186,485 | 2,495 | 0.0% | 0.0% | 91 | +57,336 | 44.4% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 184,641 | 2,470 | 0.0% | 0.0% | 92 | +119 | 0.06% | Q1 2026 | May 11, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 182,856 | 2,446 | 0.11% | 0.13% | 93 | -7,006 | -3.69% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 174,713 | 2,338 | 0.0% | 0.0% | 94 | +30,637 | 21.26% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 167,345 | 2,239 | 0.02% | 0.02% | 95 | +16,694 | 11.08% | Q1 2026 | May 08, 2026 |
| TWINBEECH CAPITAL LP | History | New | 161,048 | 2,154 | 0.22% | — | 96 | +161,048 | New | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 160,210 | 2,144 | 0.17% | — | 97 | +160,210 | New | Q1 2026 | Apr 28, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 155,595 | 2,081 | 0.01% | 0.01% | 98 | -28,976 | -15.7% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 137,381 | 1,838 | 0.01% | 0.01% | 99 | -3,960 | -2.8% | Q1 2026 | May 05, 2026 |
| Mariner, LLC | History | Reduced | 136,689 | 1,828 | 0.0% | 0.0% | 100 | -16,423 | -10.73% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 136,368 | 1,824 | 0.0% | 0.01% | 101 | -113,076 | -45.33% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 130,352 | 1,744 | 0.02% | 0.03% | 102 | +11,363 | 9.55% | Q1 2026 | May 12, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 124,033 | 1,659 | 0.0% | 0.0% | 103 | +4,087 | 3.41% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 112,055 | 1,499 | 0.02% | 0.02% | 104 | +938 | 0.84% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 111,908 | 1,496 | 0.02% | 0.02% | 105 | -3,624 | -3.14% | Q1 2026 | Apr 20, 2026 |
| Man Group plc | History | Reduced | 110,088 | 1,472 | 0.0% | 0.01% | 106 | -108,417 | -49.62% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Added to | 107,800 | 1,442 | 0.0% | 0.0% | 107 | +23,300 | 27.57% | Q1 2026 | Apr 28, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 106,480 | 1,424 | 0.13% | — | 108 | +106,480 | New | Q1 2026 | May 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 104,607 | 1,399 | 0.24% | — | 109 | +104,607 | New | Q1 2026 | Apr 09, 2026 |
| PineStone Asset Management Inc. | History | Reduced | 103,168 | 1,380 | 0.01% | 0.06% | 110 | -492,032 | -82.67% | Q1 2026 | May 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 99,615 | 1,332 | 0.01% | 0.01% | 111 | -14,714 | -12.87% | Q1 2026 | May 08, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 96,530 | 1,292 | 0.0% | 0.0% | 112 | +3,053 | 3.27% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 94,632 | 1,266 | 0.0% | 0.01% | 113 | -42,394 | -30.94% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 94,255 | 1,261 | 0.07% | — | 114 | +94,255 | New | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Reduced | 93,408 | 1,249 | 0.02% | 0.03% | 115 | -43,231 | -31.64% | Q1 2026 | Apr 01, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 92,851 | 1,242 | 0.0% | 0.0% | 116 | -2,911 | -3.04% | Q1 2026 | May 14, 2026 |
| Elo Mutual Pension Insurance Co | History | Added to | 90,245 | 1,207 | 0.02% | 0.01% | 117 | +36,804 | 68.87% | Q1 2026 | May 11, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 89,485 | 1,196 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 88,876 | 1,189 | 0.01% | 0.01% | 119 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 88,500 | 1,184 | 0.02% | 0.02% | 120 | -2,900 | -3.17% | Q1 2026 | Apr 20, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 88,283 | 1,181 | 0.0% | 0.0% | 121 | +5,138 | 6.18% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Added to | 87,195 | 1,166 | 0.0% | 0.0% | 122 | +69,823 | 401.93% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 83,484 | 1,117 | 0.05% | 0.04% | 123 | +15,222 | 22.3% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 82,775 | 1,107 | 0.04% | — | 124 | +82,775 | New | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 80,099 | 1,071 | 0.0% | — | 125 | +80,099 | New | Q1 2026 | May 08, 2026 |
| AXQ CAPITAL, LP | History | New | 79,937 | 1,069 | 0.14% | — | 126 | +79,937 | New | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 78,857 | 1,055 | 0.01% | 0.04% | 127 | -522,047 | -86.88% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 65,552 | 1,012 | 0.0% | 0.0% | 128 | -6,882 | -9.5% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 75,071 | 993 | 0.0% | 0.0% | 129 | +74,424 | 11502.94% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 73,719 | 986 | 0.0% | 0.0% | 130 | -1,788 | -2.37% | Q1 2026 | Apr 08, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 69,755 | 933 | 0.0% | 0.0% | 131 | -10,015 | -12.55% | Q1 2026 | May 15, 2026 |
| Amundi | History | Reduced | 66,865 | 894 | 0.0% | 0.0% | 132 | -51,098 | -43.32% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 66,177 | 885 | 0.0% | 0.0% | 133 | +8,434 | 14.61% | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 64,907 | 868 | 0.0% | 0.0% | 134 | -6,609 | -9.24% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Reduced | 62,808 | 840 | 0.0% | 0.0% | 135 | -1,366 | -2.13% | Q1 2026 | Apr 24, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | No change | 62,492 | 836 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Reduced | 62,055 | 830 | 0.01% | 0.02% | 137 | -20,663 | -24.98% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 61,680 | 825 | 0.0% | 0.0% | 138 | -5,170 | -7.73% | Q1 2026 | May 12, 2026 |
| Argos Wealth Advisors, LLC | History | Added to | 61,572 | 823 | 0.24% | 0.24% | 139 | +4,400 | 7.7% | Q1 2026 | Apr 27, 2026 |
| AMALGAMATED BANK | History | Reduced | 61,045 | 817 | 0.01% | 0.01% | 140 | -3,264 | -5.08% | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 60,516 | 809 | 0.0% | 0.0% | 141 | +17,458 | 40.55% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 59,567 | 797 | 0.0% | 0.01% | 142 | -937 | -1.55% | Q1 2026 | May 01, 2026 |
| Sendero Wealth Management, LLC | History | No change | 59,387 | 794 | 0.09% | 0.1% | 143 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| EntryPoint Capital, LLC | History | New | 58,712 | 785 | 0.23% | — | 144 | +58,712 | New | Q1 2026 | May 14, 2026 |
| Bridgewater Associates, LP | History | New | 55,990 | 749 | 0.0% | — | 145 | +55,990 | New | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 55,516 | 742 | 0.0% | 0.0% | 146 | +5,501 | 11.0% | Q1 2026 | May 04, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 54,730 | 732 | 0.02% | 0.02% | 147 | -1,803 | -3.19% | Q1 2026 | Apr 30, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 54,256 | 725 | 0.0% | — | 148 | +54,256 | New | Q1 2026 | May 08, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 53,783 | 719 | 0.01% | 0.01% | 149 | -287 | -0.53% | Q1 2026 | Apr 24, 2026 |
| EQUITABLE TRUST CO | History | Reduced | 53,314 | 713 | 0.03% | 0.05% | 150 | -13,766 | -20.52% | Q1 2026 | Apr 30, 2026 |
| Equitable Holdings, Inc. | History | No change | 45,000 | 695 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Reduced | 51,778 | 692 | 0.0% | 0.02% | 152 | -311,859 | -85.76% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 44,785 | 691 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 49,333 | 660 | 0.0% | 0.0% | 154 | +48,339 | 4863.08% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 49,339 | 660 | 0.0% | 0.0% | 155 | -54 | -0.11% | Q1 2026 | May 01, 2026 |
| Neo Ivy Capital Management | History | Added to | 48,782 | 652 | 0.17% | 0.06% | 156 | +24,433 | 100.34% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 48,442 | 648 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 48,948 | 642 | 0.11% | — | 158 | +48,948 | New | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 47,800 | 639 | 0.0% | 0.0% | 159 | +1,900 | 4.14% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 46,188 | 617 | 0.0% | 0.0% | 160 | +3,982 | 9.43% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 45,572 | 609 | 0.01% | 0.01% | 161 | -100 | -0.22% | Q1 2026 | Apr 29, 2026 |
| VARCOV Co. | History | New | 44,965 | 601 | 0.22% | — | 162 | +44,965 | New | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 41,789 | 559 | 0.0% | — | 163 | +41,789 | New | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 41,593 | 557 | 0.0% | 0.0% | 164 | +404 | 0.98% | Q1 2026 | Apr 27, 2026 |
| AlphaQuest LLC | History | No change | 33,399 | 516 | 0.03% | 0.03% | 165 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 38,220 | 511 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 37,683 | 504 | 0.01% | 0.01% | 167 | -278 | -0.73% | Q1 2026 | May 04, 2026 |
| Aquatic Capital Management LLC | History | Added to | 36,067 | 482 | 0.01% | 0.0% | 168 | +26,087 | 261.39% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 35,769 | 478 | 0.01% | 0.02% | 169 | -7,953 | -18.19% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 35,226 | 471 | 0.0% | 0.0% | 170 | +5,907 | 20.15% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 34,917 | 467 | 0.0% | 0.0% | 171 | +2,327 | 7.14% | Q1 2026 | May 05, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 34,874 | 466 | 0.01% | 0.01% | 172 | -15,854 | -31.25% | Q1 2026 | Apr 23, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 33,788 | 452 | 0.0% | 0.0% | 173 | +3,171 | 10.36% | Q1 2026 | Apr 22, 2026 |
| nVerses Capital, LLC | History | Added to | 33,293 | 445 | 0.4% | 0.65% | 174 | +14,630 | 78.39% | Q1 2026 | May 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 28,166 | 377 | 0.02% | — | 175 | +28,166 | New | Q1 2026 | May 08, 2026 |
| Tidal Investments LLC | History | Reduced | 27,205 | 364 | 0.0% | 0.0% | 176 | -15,006 | -35.55% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 26,650 | 356 | 0.0% | — | 177 | +26,650 | New | Q1 2026 | May 15, 2026 |
| 111 Capital | History | New | 24,415 | 326 | 0.08% | — | 179 | +24,415 | New | Q1 2026 | May 11, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 24,384 | 326 | 0.03% | 0.04% | 178 | -2,072 | -7.83% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 23,157 | 309 | 0.0% | 0.0% | 180 | -2,394 | -9.37% | Q1 2026 | May 06, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 22,956 | 307 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 22,832 | 305 | 0.0% | 0.0% | 182 | +29 | 0.13% | Q1 2026 | May 07, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 22,445 | 300 | 0.0% | 0.0% | 183 | -12,770 | -36.26% | Q1 2026 | May 13, 2026 |
| CHOREO, LLC | History | Reduced | 22,266 | 297 | 0.0% | 0.01% | 184 | -3,663 | -14.13% | Q1 2026 | May 12, 2026 |
| Empowered Funds, LLC | History | New | 21,384 | 286 | 0.0% | — | 185 | +21,384 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 19,842 | 265 | 0.0% | 0.0% | 186 | -3,470 | -14.89% | Q1 2026 | May 08, 2026 |
| Seed Wealth Management, Inc. | History | No change | 19,860 | 265 | 0.18% | 0.21% | 187 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 19,757 | 264 | 0.0% | 0.0% | 188 | +815 | 4.3% | Q1 2026 | May 08, 2026 |
| Merit Financial Group, LLC | History | Reduced | 19,681 | 263 | 0.0% | 0.0% | 189 | -8,788 | -30.87% | Q1 2026 | Apr 15, 2026 |
| Bull Harbor Capital LLC | History | New | 19,455 | 260 | 0.07% | — | 191 | +19,455 | New | Q1 2026 | May 18, 2026 |
| Riverwater Partners LLC | History | Reduced | 19,438 | 260 | 0.09% | 0.12% | 190 | -568 | -2.84% | Q1 2026 | May 07, 2026 |
| State of Wyoming | History | Added to | 19,354 | 258 | 0.03% | 0.02% | 192 | +7,474 | 62.91% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 19,308 | 258 | 0.0% | 0.0% | 193 | -7,076 | -26.82% | Q1 2026 | May 13, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 18,922 | 253 | 0.0% | 0.0% | 194 | +5,019 | 36.1% | Q1 2026 | May 15, 2026 |
| Penserra Capital Management LLC | History | Added to | 17,726 | 237 | 0.0% | 0.0% | 195 | +353 | 2.03% | Q1 2026 | May 11, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 17,703 | 236 | 0.01% | 0.01% | 196 | +2,480 | 16.29% | Q1 2026 | Apr 24, 2026 |
| R Squared Ltd | History | Added to | 17,142 | 229 | 0.13% | 0.09% | 197 | +4,354 | 34.05% | Q1 2026 | Apr 29, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 16,825 | 225 | 0.0% | 0.0% | 198 | -9,026 | -34.92% | Q1 2026 | Apr 14, 2026 |
| Claret Asset Management Corp | History | Added to | 16,570 | 222 | 0.03% | 0.03% | 199 | +3 | 0.02% | Q1 2026 | May 11, 2026 |
| Centiva Capital, LP | History | New | 15,811 | 211 | 0.0% | — | 200 | +15,811 | New | Q1 2026 | May 14, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 15,227 | 203 | 0.02% | 0.02% | 201 | -9 | -0.06% | Q1 2026 | May 15, 2026 |
| Truepoint, Inc. | History | New | 15,121 | 202 | 0.0% | — | 202 | +15,121 | New | Q1 2026 | May 08, 2026 |
| Freestone Grove Partners LP | History | New | 15,013 | 200 | 0.0% | — | 203 | +15,013 | New | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 14,879 | 199 | 0.0% | 0.0% | 205 | +8,166 | 121.64% | Q1 2026 | May 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 14,911 | 199 | 0.0% | 0.0% | 204 | +269 | 1.84% | Q1 2026 | May 12, 2026 |
| XPONANCE LLC | History | New | 14,689 | 196 | 0.0% | — | 206 | +14,689 | New | Q1 2026 | May 13, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 13,670 | 182 | 0.0% | 0.0% | 207 | -5,089 | -27.13% | Q1 2026 | May 05, 2026 |
| Chicago Partners Investment Group LLC | History | New | 11,989 | 181 | 0.0% | — | 208 | +11,989 | New | Q1 2026 | May 04, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,375 | 178 | 0.0% | 0.0% | 209 | +1,109 | 9.04% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | Reduced | 13,233 | 177 | 0.0% | 0.0% | 210 | -270 | -2.0% | Q1 2026 | May 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 13,029 | 174 | 0.0% | — | 211 | +13,029 | New | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 12,992 | 173 | 0.0% | 0.0% | 212 | -2,033 | -13.53% | Q1 2026 | May 12, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Reduced | 12,549 | 167 | 0.01% | 0.02% | 213 | -4,410 | -26.0% | Q1 2026 | Apr 16, 2026 |
| DnB Asset Management AS | History | New | 12,191 | 163 | 0.0% | — | 215 | +12,191 | New | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 12,219 | 163 | 0.0% | 0.0% | 214 | -3,452 | -22.03% | Q1 2026 | May 14, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 11,618 | 155 | 0.02% | — | 216 | +11,618 | New | Q1 2026 | May 15, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 11,230 | 150 | 0.01% | 0.01% | 218 | -7,815 | -41.03% | Q1 2026 | Apr 21, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 11,215 | 150 | 0.02% | 0.01% | 217 | +4,824 | 75.48% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 11,113 | 148 | 0.0% | 0.0% | 219 | -483 | -4.17% | Q1 2026 | Apr 27, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 11,033 | 147 | 0.0% | — | 220 | +11,033 | New | Q1 2026 | May 11, 2026 |
| Utah Retirement Systems | History | No change | 10,489 | 140 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 10,451 | 139 | 0.0% | 0.0% | 222 | -539 | -4.9% | Q1 2026 | Apr 27, 2026 |
| Third View Private Wealth, LLC | History | Reduced | 10,121 | 135 | 0.02% | 0.03% | 223 | -5,189 | -33.89% | Q1 2026 | Apr 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 10,086 | 134 | 0.0% | — | 224 | +10,086 | New | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 7,154 | 95 | 0.0% | 0.0% | 225 | +202 | 2.91% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,919 | 92 | 0.0% | 0.0% | 226 | -4,820 | -41.06% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 6,910 | 92 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GROUP ONE TRADING LLC | History | New | 6,461 | 86 | 0.0% | — | 228 | +6,461 | New | Q1 2026 | May 13, 2026 |
| STEPH & CO | History | Added to | 6,131 | 82 | 0.02% | 0.01% | 229 | +3,520 | 134.81% | Q1 2026 | Apr 17, 2026 |
| STRS OHIO | History | Added to | 4,932 | 65 | 0.0% | 0.0% | 230 | +179 | 3.77% | Q1 2026 | Apr 24, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 4,514 | 60 | 0.0% | 0.0% | 231 | -2,101 | -31.76% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 4,469 | 59 | 0.0% | 0.0% | 232 | +1,136 | 34.08% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 4,132 | 55 | 0.01% | 0.02% | 234 | -872 | -17.43% | Q1 2026 | May 11, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 4,180 | 55 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 3,910 | 52 | 0.0% | 0.0% | 235 | +1,852 | 89.99% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Reduced | 3,954 | 52 | 0.0% | 0.0% | 236 | -520 | -11.62% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 3,562 | 47 | 0.0% | 0.0% | 237 | +1,379 | 63.17% | Q1 2026 | Apr 06, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,490 | 46 | 0.0% | 0.0% | 238 | +2,369 | 211.33% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 3,392 | 45 | 0.0% | — | 239 | +3,355 | 9067.57% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,132 | 41 | 0.0% | 0.0% | 240 | -149 | -4.54% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,867 | 38 | 0.0% | 0.0% | 241 | +1,718 | 149.52% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 2,781 | 37 | 0.0% | 0.0% | 243 | -935 | -25.16% | Q1 2026 | Apr 07, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,801 | 37 | 0.0% | 0.0% | 242 | +117 | 4.36% | Q1 2026 | May 11, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,734 | 36 | 0.0% | 0.0% | 244 | +946 | 52.91% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 2,264 | 30 | 0.0% | 0.0% | 245 | -825 | -26.71% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Added to | 2,079 | 27 | 0.0% | 0.0% | 246 | +1,022 | 96.69% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | New | 2,000 | 26 | 0.0% | — | 247 | +2,000 | New | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,993 | 26 | 0.0% | 0.0% | 248 | -489 | -19.7% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,921 | 25 | 0.0% | 0.0% | 249 | +421 | 28.07% | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,862 | 24 | 0.0% | 0.0% | 250 | -743 | -28.52% | Q1 2026 | May 13, 2026 |
| Quent Capital, LLC | History | Reduced | 1,548 | 20 | 0.0% | 0.0% | 251 | -173 | -10.05% | Q1 2026 | Apr 28, 2026 |
| Parallel Advisors, LLC | History | Added to | 1,047 | 14 | 0.0% | 0.0% | 252 | +84 | 8.72% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 762 | 10 | 0.0% | 0.0% | 254 | +108 | 16.51% | Q1 2026 | Apr 24, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 785 | 10 | 0.0% | 0.0% | 253 | -93 | -10.59% | Q1 2026 | Apr 30, 2026 |
| Covestor Ltd | History | Reduced | 682 | 9 | 0.01% | 0.01% | 256 | -652 | -48.88% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | Added to | 707 | 9 | 0.0% | 0.0% | 255 | +164 | 30.2% | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 618 | 8 | 0.0% | — | 257 | +618 | New | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 575 | 7 | 0.0% | 0.0% | 258 | -297 | -34.06% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 553 | 7 | 0.0% | 0.0% | 259 | +117 | 26.83% | Q1 2026 | Apr 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 489 | 6 | 0.0% | 0.0% | 261 | +303 | 162.9% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 509 | 6 | 0.0% | 0.0% | 260 | -66 | -11.48% | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 427 | 5 | 0.0% | — | 263 | +427 | New | Q1 2026 | Apr 06, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 401 | 5 | 0.0% | 0.0% | 262 | -25 | -5.87% | Q1 2026 | Apr 23, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 355 | 4 | 0.0% | — | 265 | +355 | New | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 338 | 4 | 0.0% | 0.0% | 264 | -312 | -48.0% | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 249 | 3 | 0.0% | 0.0% | 267 | -283 | -53.2% | Q1 2026 | Apr 13, 2026 |
| Kilter Group LLC | History | Added to | 279 | 3 | 0.0% | 0.0% | 268 | +181 | 184.69% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 248 | 3 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| JPL Wealth Management, LLC | History | New | 180 | 2 | 0.0% | — | 271 | +180 | New | Q1 2026 | May 08, 2026 |
| Clearstead Trust, LLC | History | Reduced | 174 | 2 | 0.0% | 0.0% | 269 | -103 | -37.18% | Q1 2026 | May 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 182 | 2 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 95 | 1 | 0.0% | 0.0% | 281 | -172 | -64.42% | Q1 2026 | Apr 20, 2026 |
| Activest Wealth Management | History | Reduced | 91 | 1 | 0.0% | 0.0% | 278 | -140 | -60.61% | Q1 2026 | Apr 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 138 | 1 | 0.0% | — | 283 | +138 | New | Q1 2026 | May 08, 2026 |
| Sapience Investments, LLC | History | New | 115 | 1 | 0.13% | — | 282 | +115 | New | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 90 | 1 | 0.0% | — | 272 | +69 | 328.57% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 118 | 1 | 0.0% | — | 279 | +63 | 114.55% | Q1 2026 | Apr 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Added to | 100 | 1 | 0.0% | 0.0% | 273 | +35 | 53.85% | Q1 2026 | Apr 23, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 123 | 1 | 0.0% | 0.0% | 275 | -8 | -6.11% | Q1 2026 | Apr 20, 2026 |
| Larson Financial Group LLC | History | Added to | 96 | 1 | 0.0% | 0.0% | 277 | +8 | 9.09% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 107 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Stone House Investment Management, LLC | History | No change | 81 | 1 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 86 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| De Lisle Partners LLP | History | Closed out | 0 | 0 | — | 0.79% | — | -397,547 | -100.0% | Q1 2026 | May 13, 2026 |
| Magnetar Financial LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -194,623 | -100.0% | Q1 2026 | May 13, 2026 |
| Onex Canada Asset Management Inc. | History | Closed out | 0 | 0 | — | 0.38% | — | -175,254 | -100.0% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -115,639 | -100.0% | Q1 2026 | May 15, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -112,883 | -100.0% | Q1 2026 | May 05, 2026 |
| NATIXIS | History | Closed out | 0 | 0 | — | 0.0% | — | -86,269 | -100.0% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -47,145 | -100.0% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.2% | — | -35,279 | -100.0% | Q1 2026 | May 13, 2026 |
| Premier Fund Managers Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -34,504 | -100.0% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -31,388 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Perbak Capital Partners LLP | History | Closed out | 0 | 0 | — | 0.09% | — | -19,076 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -18,458 | -100.0% | Q1 2026 | May 11, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -17,042 | -100.0% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,008 | -100.0% | Q1 2026 | May 05, 2026 |
| Krilogy Financial LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -16,586 | -100.0% | Q1 2026 | Apr 17, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -15,199 | -100.0% | Q1 2026 | Apr 23, 2026 |
| GTS SECURITIES LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,259 | -100.0% | Q1 2026 | May 14, 2026 |