Howard Hughes Holdings Inc. - HHH
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Pershing Square Capital Management, L.P. | History | No change | 18,852,064 | 1,192,581 | 8.7% | 9.69% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| PERSHING SQUARE INC. | History | No change | 9,000,000 | 569,340 | 100.0% | 100.0% | 2 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 4,230,944 | 337,502 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,007,740 | 190,269 | 0.01% | — | 4 | +3,007,740 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,822,522 | 178,548 | 0.04% | 0.04% | 5 | +208,617 | 7.98% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,649,652 | 104,356 | 0.0% | — | 6 | +1,649,652 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,530,378 | 96,811 | 0.02% | 0.02% | 7 | +288,297 | 23.21% | Q1 2026 | May 11, 2026 |
| BlackRock, Inc. | History | Reduced | 1,479,435 | 93,589 | 0.0% | 0.0% | 8 | -932 | -0.06% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,239,333 | 78,400 | 0.04% | 0.04% | 9 | +285,855 | 29.98% | Q1 2026 | May 15, 2026 |
| DONALD SMITH & CO., INC. | History | Added to | 1,043,822 | 66,032 | 1.19% | 1.53% | 10 | +22,853 | 2.24% | Q1 2026 | May 14, 2026 |
| Long Focus Capital Management, LLC | History | Added to | 733,695 | 46,413 | 1.22% | 0.77% | 11 | +364,530 | 98.74% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 524,951 | 41,875 | 0.28% | 0.28% | 12 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 600,036 | 37,966 | 0.0% | 0.0% | 13 | +12,842 | 2.19% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 572,752 | 36,232 | 0.0% | 0.0% | 14 | +17,143 | 3.09% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | New | 556,346 | 35,194 | 0.01% | — | 15 | +556,346 | New | Q1 2026 | May 13, 2026 |
| River Road Asset Management, LLC | History | Reduced | 510,387 | 32,287 | 0.37% | 0.46% | 16 | -11,090 | -2.13% | Q1 2026 | Apr 30, 2026 |
| NORGES BANK | History | No change | 400,617 | 31,957 | 0.0% | 0.0% | 17 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Northern Right Capital Management, L.P. | History | Added to | 382,672 | 24,207 | 8.61% | 7.06% | 18 | +45,746 | 13.58% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 366,370 | 23,176 | 0.02% | 0.04% | 19 | -124,121 | -25.31% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 335,955 | 21,252 | 0.0% | 0.0% | 20 | -42,189 | -11.16% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 304,520 | 19,263 | 0.0% | 0.0% | 21 | +39,246 | 14.79% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 302,138 | 19,113 | 0.0% | 0.0% | 22 | -45,058 | -12.98% | Q1 2026 | May 15, 2026 |
| Consulta Ltd | History | No change | 300,000 | 18,978 | 0.94% | 1.17% | 23 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 295,007 | 18,662 | 0.06% | 0.1% | 24 | -46,691 | -13.66% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 239,757 | 15,167 | 0.04% | 0.06% | 25 | -32,034 | -11.79% | Q1 2026 | May 15, 2026 |
| JCP Investment Management, LLC | History | Added to | 234,100 | 14,809 | 9.85% | 11.41% | 26 | +53,000 | 29.27% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 222,826 | 14,095 | 0.0% | 0.0% | 27 | -2,478 | -1.1% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 219,733 | 13,900 | 0.0% | 0.0% | 28 | +44,186 | 25.17% | Q1 2026 | May 05, 2026 |
| Flat Footed LLC | History | New | 215,288 | 13,619 | 1.48% | — | 29 | +215,288 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 206,389 | 13,056 | 0.0% | 0.0% | 30 | +97,690 | 89.87% | Q1 2026 | May 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 196,410 | 12,424 | 0.13% | 0.32% | 31 | -96,950 | -33.05% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 195,789 | 12,385 | 0.0% | — | 32 | +195,789 | New | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 192,782 | 12,195 | 0.0% | 0.0% | 33 | +5,327 | 2.84% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 191,883 | 12,138 | 0.0% | 0.0% | 34 | +6,039 | 3.25% | Q1 2026 | May 15, 2026 |
| Incline Global Management LLC | History | New | 184,930 | 11,698 | 4.59% | — | 35 | +184,930 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 161,900 | 10,241 | 0.0% | 0.0% | 36 | +35,571 | 28.16% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | New | 158,919 | 10,053 | 0.02% | — | 37 | +158,919 | New | Q1 2026 | May 15, 2026 |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | History | Added to | 149,204 | 9,438 | 0.47% | 0.54% | 38 | +6,204 | 4.34% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 148,883 | 9,418 | 0.02% | 0.02% | 39 | +29,023 | 24.21% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 143,025 | 9,047 | 0.03% | 0.04% | 40 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| H/2 CREDIT MANAGER LP | History | No change | 140,268 | 8,873 | 1.78% | 2.45% | 41 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 138,917 | 8,787 | 0.01% | 0.01% | 42 | -147 | -0.11% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 136,057 | 8,606 | 0.0% | 0.0% | 43 | +46,917 | 52.63% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 133,744 | 8,460 | 0.02% | 0.03% | 44 | -57,899 | -30.21% | Q1 2026 | May 15, 2026 |
| Northside Capital Management, LLC | History | Added to | 130,483 | 8,254 | 0.72% | 0.54% | 45 | +52,668 | 67.68% | Q1 2026 | Apr 10, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 130,200 | 8,236 | 0.02% | 0.0% | 46 | +105,800 | 433.61% | Q1 2026 | May 13, 2026 |
| Amundi | History | Reduced | 111,907 | 7,079 | 0.0% | 0.0% | 47 | -67,015 | -37.45% | Q1 2026 | May 15, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 107,964 | 6,829 | 0.05% | 0.07% | 48 | +2,474 | 2.35% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 105,670 | 6,593 | 0.0% | 0.0% | 49 | -18,210 | -14.7% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 103,298 | 6,534 | 0.0% | 0.0% | 50 | +2,482 | 2.46% | Q1 2026 | May 05, 2026 |
| Sowell Financial Services LLC | History | Added to | 101,544 | 6,423 | 0.24% | 0.25% | 51 | +17,836 | 21.31% | Q1 2026 | Apr 20, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 100,700 | 6,370 | 0.01% | 0.02% | 52 | -47,700 | -32.14% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 97,698 | 6,180 | 0.0% | 0.01% | 53 | -81,966 | -45.62% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 94,845 | 5,999 | 0.0% | 0.0% | 54 | +356 | 0.38% | Q1 2026 | May 13, 2026 |
| BERNZOTT CAPITAL ADVISORS | History | Reduced | 90,287 | 5,711 | 2.74% | 3.53% | 55 | -2,787 | -2.99% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 71,043 | 5,667 | 0.0% | 0.0% | 56 | +40,622 | 133.53% | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 87,304 | 5,523 | 0.2% | 0.25% | 57 | +466 | 0.54% | Q1 2026 | May 13, 2026 |
| Motley Fool Wealth Management, LLC | History | Reduced | 86,126 | 5,448 | 0.62% | 0.73% | 58 | -32,297 | -27.27% | Q1 2026 | May 12, 2026 |
| OSSIAM | History | New | 84,950 | 5,373 | 0.09% | — | 59 | +84,950 | New | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 83,300 | 5,269 | 0.0% | 0.0% | 60 | -14,287 | -14.64% | Q1 2026 | May 12, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 74,304 | 4,700 | 0.02% | 0.02% | 61 | +10,879 | 17.15% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 73,540 | 4,652 | 0.0% | 0.0% | 62 | -2,381 | -3.14% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 71,780 | 4,540 | 0.0% | 0.0% | 63 | +2,135 | 3.07% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 68,884 | 4,357 | 0.0% | 0.0% | 64 | +2,189 | 3.28% | Q1 2026 | Apr 30, 2026 |
| PEAK6 LLC | History | Added to | 65,442 | 4,139 | 0.01% | 0.0% | 65 | +59,042 | 922.53% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 65,270 | 4,128 | 0.02% | 0.02% | 66 | -16,076 | -19.76% | Q1 2026 | May 08, 2026 |
| Swiss National Bank | History | No change | 64,500 | 4,080 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 61,594 | 3,896 | 0.01% | 0.01% | 68 | +1,141 | 1.89% | Q1 2026 | May 15, 2026 |
| PIN OAK INVESTMENT ADVISORS INC | History | Reduced | 60,900 | 3,853 | 2.72% | 3.52% | 69 | -367 | -0.6% | Q1 2026 | May 15, 2026 |
| UniSuper Management Pty Ltd | History | No change | 60,130 | 3,803 | 0.02% | 0.03% | 70 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 59,357 | 3,754 | 0.33% | 0.09% | 71 | +33,589 | 130.35% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 58,400 | 3,694 | 0.05% | — | 72 | +58,400 | New | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 57,951 | 3,665 | 0.0% | 0.0% | 73 | +17,860 | 44.55% | Q1 2026 | May 13, 2026 |
| Walleye Partners, LLC | History | Added to | 57,151 | 3,615 | 4.44% | 5.05% | 74 | +121 | 0.21% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Added to | 54,252 | 3,431 | 0.0% | 0.0% | 75 | +26,051 | 92.38% | Q1 2026 | May 11, 2026 |
| Candriam S.C.A. | History | Added to | 54,136 | 3,424 | 0.02% | 0.01% | 76 | +33,228 | 158.92% | Q1 2026 | Apr 30, 2026 |
| IFC Advisors LLC | History | Added to | 52,674 | 3,332 | 0.48% | 0.61% | 77 | +22 | 0.04% | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Reduced | 48,450 | 3,064 | 0.0% | 0.0% | 78 | -3,907 | -7.46% | Q1 2026 | May 06, 2026 |
| MARSHALL WACE, LLP | History | Added to | 48,367 | 3,059 | 0.0% | 0.0% | 79 | +21,841 | 82.34% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | New | 45,449 | 2,875 | 0.01% | — | 80 | +45,449 | New | Q1 2026 | May 14, 2026 |
| INTREPID CAPITAL MANAGEMENT INC | History | Added to | 44,276 | 2,800 | 1.07% | 1.26% | 81 | +3,544 | 8.7% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | New | 43,863 | 2,774 | 0.15% | — | 82 | +43,863 | New | Q1 2026 | May 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 40,428 | 2,557 | 0.0% | 0.0% | 83 | +9,694 | 31.54% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 30,810 | 2,457 | 0.01% | 0.01% | 84 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Proficio Capital Partners LLC | History | Added to | 38,130 | 2,412 | 0.13% | 0.17% | 85 | +7,722 | 25.39% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 37,900 | 2,397 | 0.0% | 0.0% | 86 | +10,202 | 36.83% | Q1 2026 | May 14, 2026 |
| LANDMARK INVESTMENT PARTNERS, L.P. | History | Reduced | 37,512 | 2,373 | 1.7% | 6.68% | 87 | -141,607 | -79.06% | Q1 2026 | May 15, 2026 |
| 683 Capital Management, LLC | History | Reduced | 35,500 | 2,245 | 0.12% | 0.13% | 88 | -2,500 | -6.58% | Q1 2026 | May 15, 2026 |
| OP Asset Management Ltd | History | Added to | 35,247 | 2,229 | 0.03% | 0.02% | 89 | +17,979 | 104.12% | Q1 2026 | Apr 10, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 35,104 | 2,185 | 0.12% | — | 90 | +35,104 | New | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 32,700 | 2,068 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 31,197 | 1,973 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| INDEPENDENT INVESTORS INC | History | Reduced | 28,637 | 1,811 | 0.36% | 0.43% | 93 | -300 | -1.04% | Q1 2026 | Apr 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 28,004 | 1,771 | 0.0% | 0.0% | 94 | +908 | 3.35% | Q1 2026 | May 12, 2026 |
| Ancora Advisors LLC | History | Reduced | 27,622 | 1,747 | 0.04% | 0.11% | 95 | -39,264 | -58.7% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 27,187 | 1,719 | 0.0% | — | 96 | +27,187 | New | Q1 2026 | May 08, 2026 |
| Sage Investment Counsel LLC | History | Added to | 27,163 | 1,718 | 1.91% | 2.26% | 97 | +1,457 | 5.67% | Q1 2026 | Apr 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 25,597 | 1,619 | 0.0% | 0.0% | 98 | +1,070 | 4.36% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 25,527 | 1,614 | 0.0% | 0.0% | 99 | -35,128 | -57.91% | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 25,440 | 1,610 | 0.0% | 0.0% | 100 | +3,486 | 15.88% | Q1 2026 | May 15, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 24,318 | 1,538 | 0.01% | 0.01% | 101 | -2,875 | -10.57% | Q1 2026 | Apr 30, 2026 |
| Oak Thistle LLC | History | Added to | 24,141 | 1,527 | 0.15% | 0.17% | 102 | +8,971 | 59.14% | Q1 2026 | Apr 10, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 23,814 | 1,506 | 0.0% | — | 103 | +23,814 | New | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 18,840 | 1,502 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Engineers Gate Manager LP | History | Added to | 23,647 | 1,495 | 0.02% | 0.0% | 105 | +20,590 | 673.54% | Q1 2026 | May 15, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 23,230 | 1,469 | 0.03% | 0.28% | 106 | -158,158 | -87.19% | Q1 2026 | Apr 16, 2026 |
| Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. | History | Added to | 22,904 | 1,448 | 0.2% | 0.24% | 107 | +262 | 1.16% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 22,731 | 1,437 | 0.04% | 0.04% | 108 | +590 | 2.66% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 22,659 | 1,433 | 0.0% | 0.0% | 109 | -6,583 | -22.51% | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 22,638 | 1,432 | 0.0% | — | 110 | +22,638 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 21,900 | 1,385 | 0.0% | — | 111 | +21,900 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 21,400 | 1,353 | 0.01% | 0.01% | 112 | +1,609 | 8.13% | Q1 2026 | May 08, 2026 |
| BOYAR ASSET MANAGEMENT INC. | History | Added to | 20,095 | 1,271 | 0.72% | 0.53% | 113 | +9,616 | 91.76% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 19,696 | 1,245 | 0.0% | 0.0% | 114 | +2,657 | 15.59% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,470 | 1,105 | 0.0% | 0.0% | 115 | +16,898 | 2954.2% | Q1 2026 | May 01, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 17,146 | 1,084 | 0.0% | 0.0% | 116 | +102 | 0.6% | Q1 2026 | May 06, 2026 |
| Quantinno Capital Management LP | History | Reduced | 16,594 | 1,049 | 0.0% | 0.0% | 117 | -5,320 | -24.28% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | No change | 15,858 | 1,003 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 15,765 | 997 | 0.0% | 0.01% | 119 | -63,914 | -80.21% | Q1 2026 | May 13, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,772 | 934 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 14,223 | 899 | 0.0% | 0.0% | 121 | +1,448 | 11.33% | Q1 2026 | May 15, 2026 |
| TrueMark Investments, LLC | History | Added to | 14,204 | 898 | 0.17% | 0.2% | 122 | +1,204 | 9.26% | Q1 2026 | Apr 20, 2026 |
| GABELLI FUNDS LLC | History | No change | 14,116 | 892 | 0.01% | 0.01% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 13,921 | 880 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Mutual Advisors, LLC | History | Added to | 13,662 | 864 | 0.02% | 0.02% | 125 | +300 | 2.25% | Q1 2026 | May 01, 2026 |
| Squarepoint Ops LLC | History | Added to | 13,438 | 850 | 0.0% | 0.0% | 126 | +7,702 | 134.27% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 13,344 | 844 | 0.0% | 0.0% | 127 | -2,135 | -13.79% | Q1 2026 | May 12, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 13,244 | 838 | 0.0% | 0.0% | 128 | +284 | 2.19% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,086 | 827 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | Reduced | 12,545 | 793 | 0.01% | 0.02% | 130 | -84 | -0.67% | Q1 2026 | Apr 16, 2026 |
| Ameritas Advisory Services, LLC | History | New | 12,521 | 792 | 0.03% | — | 131 | +12,521 | New | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 12,174 | 770 | 0.0% | — | 132 | +12,174 | New | Q1 2026 | May 08, 2026 |
| Freestone Grove Partners LP | History | New | 12,157 | 769 | 0.01% | — | 133 | +12,157 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 9,612 | 766 | 0.04% | 0.04% | 134 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SEB Asset Management AB | History | New | 12,059 | 762 | 0.0% | — | 135 | +12,059 | New | Q1 2026 | May 07, 2026 |
| Bulldog Investors, LLP | History | No change | 12,000 | 759 | 0.17% | 0.21% | 136 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Citadel Investment Advisory, Inc. | History | No change | 11,692 | 740 | 0.35% | 0.4% | 137 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HighTower Advisors, LLC | History | Reduced | 10,892 | 689 | 0.0% | 0.0% | 138 | -39 | -0.36% | Q1 2026 | May 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 10,692 | 676 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Added to | 10,550 | 667 | 0.35% | 0.47% | 140 | +18 | 0.17% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 10,435 | 660 | 0.0% | 0.0% | 141 | -467 | -4.28% | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 10,122 | 640 | 0.0% | 0.0% | 142 | +1,341 | 15.27% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 9,958 | 630 | 0.0% | 0.0% | 143 | -50 | -0.5% | Q1 2026 | Apr 22, 2026 |
| Institute for Wealth Management, LLC. | History | No change | 9,636 | 609 | 0.06% | 0.08% | 144 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 9,292 | 587 | 0.01% | 0.01% | 145 | +1,589 | 20.63% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 9,211 | 582 | 0.0% | 0.0% | 146 | -295 | -3.1% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 8,984 | 568 | 0.0% | 0.0% | 147 | -138 | -1.51% | Q1 2026 | May 01, 2026 |
| Stonehage Fleming Financial Services Holdings Ltd | History | New | 8,500 | 537 | 0.02% | — | 148 | +8,500 | New | Q1 2026 | May 13, 2026 |
| Womack Financial LLC | History | Added to | 8,253 | 522 | 0.38% | 0.36% | 149 | +2,162 | 35.49% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | New | 7,620 | 482 | 0.0% | — | 150 | +7,620 | New | Q1 2026 | May 15, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 7,596 | 480 | 0.01% | 0.01% | 151 | -148 | -1.91% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | No change | 7,499 | 474 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 7,482 | 473 | 0.0% | — | 153 | +7,482 | New | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Added to | 7,451 | 471 | 0.01% | 0.01% | 154 | +3,341 | 81.29% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 7,386 | 467 | 0.0% | — | 156 | +7,386 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 7,390 | 467 | 0.0% | 0.0% | 155 | +4,699 | 174.62% | Q1 2026 | May 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 7,300 | 461 | 0.0% | 0.0% | 157 | +300 | 4.29% | Q1 2026 | Apr 29, 2026 |
| Wealthspire Advisors, LLC | History | New | 7,277 | 460 | 0.0% | — | 158 | +7,277 | New | Q1 2026 | May 01, 2026 |
| WINTON GROUP Ltd | History | New | 7,144 | 451 | 0.02% | — | 159 | +7,144 | New | Q1 2026 | May 12, 2026 |
| Perbak Capital Partners LLP | History | New | 6,635 | 419 | 0.1% | — | 160 | +6,635 | New | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 6,591 | 416 | 0.01% | 0.01% | 161 | -2,371 | -26.46% | Q1 2026 | Apr 27, 2026 |
| Callan Family Office, LLC | History | Reduced | 6,285 | 397 | 0.01% | 0.01% | 162 | -772 | -10.94% | Q1 2026 | May 13, 2026 |
| Virtu Financial LLC | History | Added to | 6,152 | 389 | 0.02% | 0.01% | 163 | +2,650 | 75.67% | Q1 2026 | May 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 6,098 | 385 | 0.01% | 0.01% | 164 | -134 | -2.15% | Q1 2026 | May 15, 2026 |
| MSRH, LLC | History | Reduced | 6,000 | 379 | 0.34% | 0.64% | 165 | -1,200 | -16.67% | Q1 2026 | May 11, 2026 |
| Ballentine Partners, LLC | History | New | 5,885 | 372 | 0.01% | — | 166 | +5,885 | New | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Reduced | 5,373 | 339 | 0.0% | 0.0% | 167 | -34 | -0.63% | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Added to | 5,348 | 338 | 0.0% | 0.0% | 168 | +75 | 1.42% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 5,191 | 328 | 0.0% | — | 169 | +5,191 | New | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | New | 5,159 | 326 | 0.1% | — | 170 | +5,159 | New | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Reduced | 5,100 | 322 | 0.0% | 0.0% | 171 | -6,473 | -55.93% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 5,040 | 318 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 5,014 | 317 | 0.0% | 0.0% | 173 | -1,131 | -18.41% | Q1 2026 | May 15, 2026 |
| SeaCrest Wealth Management, LLC | History | No change | 5,000 | 316 | 0.03% | 0.04% | 174 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Vestcor Inc | History | New | 4,976 | 315 | 0.01% | — | 175 | +4,976 | New | Q1 2026 | May 12, 2026 |
| BROWN ADVISORY INC | History | Reduced | 4,893 | 309 | 0.0% | 0.0% | 176 | -1,080 | -18.08% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 4,897 | 309 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 4,772 | 302 | 0.02% | 0.11% | 178 | -10,547 | -68.85% | Q1 2026 | May 08, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Added to | 4,691 | 296 | 0.0% | 0.0% | 180 | +1,879 | 66.82% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 4,689 | 296 | 0.0% | 0.0% | 179 | +747 | 18.95% | Q1 2026 | Apr 27, 2026 |
| M&T BANK CORP | History | Added to | 4,618 | 292 | 0.0% | 0.0% | 181 | +272 | 6.26% | Q1 2026 | May 12, 2026 |
| Twin Lakes Capital Management, LLC | History | Reduced | 4,584 | 289 | 0.13% | 0.23% | 182 | -2,001 | -30.39% | Q1 2026 | May 18, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 4,456 | 281 | 0.0% | 0.0% | 183 | -2,635 | -37.16% | Q1 2026 | May 12, 2026 |
| Hills Bank & Trust Co | History | No change | 4,421 | 279 | 0.01% | 0.02% | 184 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,466 | 276 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 3,386 | 270 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 4,266 | 269 | 0.0% | — | 187 | +4,266 | New | Q1 2026 | May 15, 2026 |
| Oakum Bay Capital LLC | History | New | 4,100 | 259 | 0.14% | — | 188 | +4,100 | New | Q1 2026 | May 14, 2026 |
| Hilltop National Bank | History | No change | 4,044 | 255 | 0.06% | 0.08% | 189 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| AXQ CAPITAL, LP | History | New | 3,965 | 250 | 0.03% | — | 190 | +3,965 | New | Q1 2026 | May 13, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 3,934 | 248 | 0.11% | 0.14% | 191 | -64 | -1.6% | Q1 2026 | May 01, 2026 |
| Point Windward Advisors Inc. | History | No change | 3,825 | 241 | 0.12% | 0.15% | 192 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,607 | 228 | 0.0% | 0.0% | 193 | -434 | -10.74% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 3,592 | 227 | 0.0% | 0.0% | 194 | -16 | -0.44% | Q1 2026 | May 13, 2026 |
| MONTAG A & ASSOCIATES INC | History | No change | 3,500 | 221 | 0.01% | 0.01% | 195 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MEITAV INVESTMENT HOUSE LTD | History | No change | 3,500 | 221 | 0.0% | 0.0% | 196 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 3,467 | 219 | 0.0% | — | 197 | +3,467 | New | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,334 | 211 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 3,206 | 202 | 0.0% | 0.0% | 199 | -1,512 | -32.05% | Q1 2026 | May 14, 2026 |
| SeaBridge Investment Advisors LLC | History | Reduced | 3,180 | 201 | 0.03% | 0.05% | 200 | -250 | -7.29% | Q1 2026 | Apr 28, 2026 |
| Valeo Financial Advisors, LLC | History | Added to | 3,183 | 201 | 0.0% | 0.01% | 201 | +103 | 3.34% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 3,072 | 194 | 0.0% | 0.0% | 202 | -2,437 | -44.24% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | Reduced | 3,039 | 192 | 0.01% | 0.03% | 203 | -2,957 | -49.32% | Q1 2026 | Apr 28, 2026 |
| SG Americas Securities, LLC | History | Reduced | 3,002 | 190 | 0.0% | 0.0% | 204 | -45,990 | -93.87% | Q1 2026 | Apr 16, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,868 | 181 | 0.0% | 0.0% | 205 | +248 | 9.47% | Q1 2026 | May 05, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,840 | 179 | 0.0% | 0.0% | 206 | +108 | 3.95% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,799 | 177 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Triumph Capital Management | History | Reduced | 2,449 | 154 | 0.03% | 0.05% | 208 | -439 | -15.2% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,163 | 136 | 0.0% | 0.0% | 209 | -29 | -1.32% | Q1 2026 | May 08, 2026 |
| Global Assets Advisory, LLC | History | New | 2,000 | 126 | 0.04% | — | 211 | +2,000 | New | Q1 2026 | May 01, 2026 |
| MCGUIRE CAPITAL ADVISORS INC | History | Reduced | 1,998 | 126 | 0.08% | 0.11% | 210 | -144 | -6.72% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 1,980 | 125 | 0.0% | 0.0% | 212 | -28,495 | -93.5% | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 1,865 | 117 | 0.0% | — | 213 | +1,865 | New | Q1 2026 | May 15, 2026 |
| KELLEHER FINANCIAL ADVISORS | History | Added to | 1,830 | 115 | 0.03% | 0.03% | 214 | +100 | 5.78% | Q1 2026 | May 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,789 | 113 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,288 | 102 | 0.0% | 0.0% | 216 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| State of Wyoming | History | Reduced | 1,391 | 87 | 0.01% | 0.03% | 217 | -1,622 | -53.83% | Q1 2026 | May 13, 2026 |
| McMillan Office, Inc. | History | No change | 1,303 | 82 | 0.01% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,275 | 79 | 0.0% | 0.0% | 219 | -971 | -43.23% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 1,146 | 73 | 0.05% | 0.09% | 220 | -1,004 | -46.7% | Q1 2026 | May 05, 2026 |
| KBC Group NV | History | No change | 1,097 | 69 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,038 | 65 | 0.0% | 0.01% | 222 | -4,962 | -82.7% | Q1 2026 | Apr 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,001 | 63 | 0.0% | 0.0% | 223 | +287 | 40.2% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | No change | 983 | 62 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| FNY Investment Advisers, LLC | History | Added to | 940 | 59 | 0.03% | 0.01% | 225 | +550 | 141.03% | Q1 2026 | Apr 15, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | New | 890 | 56 | 0.0% | — | 226 | +890 | New | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Added to | 858 | 54 | 0.01% | 0.01% | 228 | +69 | 8.75% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 860 | 54 | 0.0% | 0.0% | 227 | -2 | -0.23% | Q1 2026 | Apr 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 750 | 47 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| STRS OHIO | History | Reduced | 740 | 46 | 0.0% | 0.0% | 230 | -1 | -0.13% | Q1 2026 | Apr 24, 2026 |
| Arax Advisory Partners | History | Reduced | 581 | 36 | 0.0% | 0.0% | 231 | -4 | -0.68% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 533 | 33 | 0.0% | 0.0% | 232 | -2,653 | -83.27% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 523 | 33 | 0.0% | 0.0% | 233 | -139 | -21.0% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Added to | 507 | 32 | 0.0% | 0.0% | 234 | +1 | 0.2% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 394 | 24 | 0.0% | 0.0% | 235 | -9 | -2.23% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 366 | 23 | 0.0% | 0.0% | 236 | -129 | -26.06% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 336 | 21 | 0.0% | 0.0% | 237 | -27 | -7.44% | Q1 2026 | Apr 13, 2026 |
| Lummis Asset Management, LP | History | No change | 340 | 21 | 0.01% | 0.02% | 238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 327 | 20 | 0.0% | 0.0% | 239 | +85 | 35.12% | Q1 2026 | May 15, 2026 |
| Costello Asset Management, INC | History | No change | 329 | 20 | 0.01% | 0.01% | 240 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Beaird Harris Wealth Management, LLC | History | No change | 318 | 20 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 305 | 19 | 0.0% | 0.0% | 242 | -118 | -27.9% | Q1 2026 | Apr 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 313 | 19 | 0.0% | 0.0% | 243 | +103 | 49.05% | Q1 2026 | Apr 07, 2026 |
| GAMMA Investing LLC | History | Added to | 303 | 19 | 0.0% | 0.0% | 244 | +66 | 27.85% | Q1 2026 | Apr 06, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 302 | 18 | 0.0% | 0.0% | 246 | -2 | -0.66% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | No change | 291 | 18 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 211 | 13 | 0.0% | 0.0% | 247 | -869 | -80.46% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 210 | 13 | 0.0% | 0.0% | 249 | +10 | 5.0% | Q1 2026 | May 13, 2026 |
| Truvestments Capital LLC | History | No change | 206 | 13 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Banque Transatlantique SA | History | New | 205 | 12 | 0.0% | — | 251 | +205 | New | Q1 2026 | May 13, 2026 |
| ELKHORN PARTNERS LIMITED PARTNERSHIP | History | Reduced | 200 | 12 | 0.01% | 0.01% | 250 | -100 | -33.33% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 175 | 11 | 0.0% | 0.0% | 252 | -71 | -28.86% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 177 | 11 | 0.0% | 0.0% | 253 | -27 | -13.24% | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 172 | 10 | 0.0% | 0.0% | 254 | -11 | -6.01% | Q1 2026 | Apr 13, 2026 |
| Greykasell Wealth Strategies, Inc. | History | No change | 160 | 10 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 121 | 7 | 0.0% | 0.1% | 258 | -4,973 | -97.62% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 112 | 7 | 0.0% | 0.0% | 257 | +9 | 8.74% | Q1 2026 | Apr 06, 2026 |
| North Star Investment Management Corp. | History | No change | 126 | 7 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 121 | 7 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Avion Wealth | History | No change | 96 | 6 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 86 | 5 | 0.0% | 0.0% | 261 | +22 | 34.38% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 85 | 5 | 0.0% | 0.0% | 262 | +10 | 13.33% | Q1 2026 | Apr 24, 2026 |
| Essential Partners LLC | History | Reduced | 54 | 3 | 0.0% | 0.0% | 265 | -53 | -49.53% | Q1 2026 | May 21, 2026 |
| MAI Capital Management | History | Added to | 58 | 3 | 0.0% | 0.0% | 263 | +31 | 114.81% | Q1 2026 | May 15, 2026 |
| SageView Advisory Group, LLC | History | No change | 40 | 3 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 43 | 2 | 0.0% | 0.0% | 267 | +16 | 59.26% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 32 | 2 | 0.0% | 0.0% | 268 | +8 | 33.33% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 43 | 2 | 0.0% | 0.0% | 266 | +6 | 16.22% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 19 | 1 | 0.0% | 0.0% | 269 | -206 | -91.56% | Q1 2026 | Apr 20, 2026 |
| Activest Wealth Management | History | Reduced | 28 | 1 | 0.0% | 0.0% | 273 | -68 | -70.83% | Q1 2026 | Apr 15, 2026 |
| CENTRAL TRUST Co | History | New | 21 | 1 | 0.0% | — | 275 | +21 | New | Q1 2026 | Apr 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 31 | 1 | 0.0% | 0.0% | 270 | +7 | 29.17% | Q1 2026 | May 11, 2026 |
| SHP Wealth Management | History | Added to | 16 | 1 | 0.0% | — | 272 | +7 | 77.78% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 30 | 1 | 0.0% | 0.0% | 274 | -2 | -6.25% | Q1 2026 | Apr 23, 2026 |
| Golden State Wealth Management, LLC | History | No change | 21 | 1 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| CRCM LP | History | Closed out | 0 | 0 | — | 16.52% | — | -612,839 | -100.0% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.03% | — | -123,299 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -96,153 | -100.0% | Q1 2026 | May 15, 2026 |
| Uniplan Investment Counsel, Inc. | History | Closed out | 0 | 0 | — | 0.51% | — | -63,150 | -100.0% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -56,590 | -100.0% | Q1 2026 | May 14, 2026 |
| Impax Asset Management Group plc | History | Closed out | 0 | 0 | — | 0.03% | — | -55,707 | -100.0% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -52,912 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -49,466 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HARRIS ASSOCIATES L P | History | Closed out | 0 | 0 | — | 0.0% | — | -38,394 | -100.0% | Q1 2026 | May 15, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.4% | — | -17,010 | -100.0% | Q1 2026 | May 05, 2026 |
| Gator Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -16,630 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,946 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -15,084 | -100.0% | Q1 2026 | Apr 27, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,980 | -100.0% | Q1 2026 | May 14, 2026 |
| Rule One Partners, LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -12,001 | -100.0% | Q1 2026 | May 15, 2026 |
| SIERRA SUMMIT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -10,733 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Regal Partners Ltd | History | Closed out | 0 | 0 | — | 0.05% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -9,681 | -100.0% | Q1 2026 | Apr 22, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,023 | -100.0% | Q1 2026 | May 15, 2026 |
| Bridgefront Capital, LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -6,639 | -100.0% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -5,691 | -100.0% | Q1 2026 | May 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.07% | — | -5,327 | -100.0% | Q1 2026 | May 12, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,979 | -100.0% | Q1 2026 | May 11, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,970 | -100.0% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,789 | -100.0% | Q1 2026 | Apr 08, 2026 |