HOULIHAN LOKEY, INC. - HLI
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 | 5,256,736 | 915,670 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 5,280,800 | 758,428 | 0.01% | 0.02% | 2 | +39,479 | 0.75% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,778,410 | 399,035 | 0.02% | — | 3 | +2,778,410 | New | Q1 2026 | May 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 2,642,146 | 379,465 | 1.11% | 1.3% | 4 | -130,661 | -4.71% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,419,332 | 347,464 | 0.01% | — | 5 | +2,419,332 | New | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 2,228,984 | 320,126 | 1.32% | 1.71% | 6 | -62,527 | -2.73% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 1,751,495 | 251,551 | 0.04% | 0.05% | 7 | +48,126 | 2.83% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,693,696 | 243,248 | 0.01% | 0.01% | 8 | -9,599 | -0.56% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 1,592,009 | 228,644 | 0.01% | 0.01% | 9 | +1,041,701 | 189.29% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,361,410 | 195,525 | 0.04% | 0.04% | 10 | +77,597 | 6.04% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 1,351,209 | 194,095 | 0.01% | 0.02% | 11 | -67,340 | -4.75% | Q1 2026 | May 15, 2026 |
| Capital Research Global Investors | History | Added to | 1,314,674 | 188,813 | 0.03% | 0.03% | 12 | +352,411 | 36.62% | Q1 2026 | May 13, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,149,599 | 165,105 | 0.06% | 0.07% | 13 | -49,860 | -4.16% | Q1 2026 | May 13, 2026 |
| BAMCO INC /NY/ | History | Reduced | 1,061,403 | 152,438 | 0.46% | 0.53% | 14 | -62,548 | -5.57% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 950,872 | 136,564 | 0.01% | 0.01% | 15 | -2,968 | -0.31% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 856,024 | 122,942 | 0.01% | 0.01% | 16 | -269,438 | -23.94% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 662,940 | 115,477 | 0.01% | 0.01% | 17 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Added to | 803,572 | 115,409 | 1.43% | 1.34% | 18 | +106,279 | 15.24% | Q1 2026 | May 14, 2026 |
| Champlain Investment Partners, LLC | History | Added to | 717,724 | 103,079 | 1.31% | 0.81% | 19 | +258,624 | 56.33% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 701,587 | 99,334 | 0.03% | 0.04% | 20 | -94,774 | -11.9% | Q1 2026 | May 14, 2026 |
| SEI INVESTMENTS CO | History | Added to | 689,532 | 99,030 | 0.09% | 0.12% | 21 | +626 | 0.09% | Q1 2026 | May 13, 2026 |
| Clearbridge Investments, LLC | History | Added to | 625,228 | 89,795 | 0.08% | 0.08% | 22 | +56,345 | 9.9% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 623,716 | 89,578 | 0.01% | 0.01% | 23 | +78,854 | 14.47% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 616,519 | 88,539 | 0.02% | 0.02% | 24 | +81,182 | 15.16% | Q1 2026 | May 07, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 610,943 | 87,743 | 0.07% | 0.08% | 25 | -17,835 | -2.84% | Q1 2026 | May 14, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 543,611 | 78,073 | 0.33% | 0.38% | 26 | +23,609 | 4.54% | Q1 2026 | May 11, 2026 |
| NORTHERN TRUST CORP | History | Added to | 526,682 | 75,642 | 0.01% | 0.01% | 27 | +17,011 | 3.34% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 497,952 | 71,515 | 0.01% | 0.0% | 28 | +399,769 | 407.17% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 474,774 | 68,187 | 0.01% | 0.02% | 29 | -286,187 | -37.61% | Q1 2026 | May 12, 2026 |
| JENNISON ASSOCIATES LLC | History | Reduced | 468,557 | 67,294 | 0.05% | 0.06% | 30 | -119,210 | -20.28% | Q1 2026 | May 06, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 452,611 | 65,003 | 0.01% | 0.01% | 31 | +30,267 | 7.17% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 420,646 | 60,413 | 0.01% | 0.01% | 32 | -3,607 | -0.85% | Q1 2026 | May 05, 2026 |
| Van Berkom & Associates Inc. | History | Added to | 405,978 | 58,307 | 1.93% | 1.9% | 33 | +28,600 | 7.58% | Q1 2026 | May 07, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 399,342 | 57,333 | 0.03% | 0.03% | 34 | +19,864 | 5.23% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 379,183 | 54,458 | 0.09% | 0.1% | 35 | -7,725 | -2.0% | Q1 2026 | May 15, 2026 |
| Fiera Capital Corp | History | Added to | 361,609 | 51,934 | 0.18% | 0.19% | 36 | +9,030 | 2.56% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 359,105 | 51,574 | 0.01% | 0.01% | 37 | +121,877 | 51.38% | Q1 2026 | May 05, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 354,095 | 50,856 | 0.45% | 0.54% | 38 | -2,160 | -0.61% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 349,756 | 50,232 | 0.1% | 0.22% | 39 | -359,091 | -50.66% | Q1 2026 | May 01, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 347,746 | 49,944 | 0.07% | 0.08% | 40 | +22,082 | 6.78% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 346,367 | 49,745 | 0.01% | 0.01% | 41 | -47,534 | -12.07% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 340,393 | 48,887 | 0.01% | — | 42 | +340,393 | New | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 329,441 | 47,314 | 0.01% | 0.02% | 43 | -13,973 | -4.07% | Q1 2026 | May 04, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 297,478 | 41,350 | 0.02% | 0.0% | 44 | +291,281 | 4700.36% | Q1 2026 | May 15, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 272,060 | 39,073 | 0.06% | 0.07% | 45 | +38,013 | 16.24% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 260,558 | 37,421 | 0.12% | 0.16% | 46 | -52,900 | -16.88% | Q1 2026 | Apr 28, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Added to | 257,692 | 37,009 | 1.8% | 2.14% | 47 | +229 | 0.09% | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 255,164 | 36,646 | 0.04% | 0.03% | 48 | +81,148 | 46.63% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 258,230 | 36,423 | 0.03% | 0.03% | 49 | +32,845 | 14.57% | Q1 2026 | May 14, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | New | 248,770 | 35,728 | 0.36% | — | 50 | +248,770 | New | Q1 2026 | Apr 16, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | Added to | 236,136 | 33,836 | 0.56% | 0.64% | 51 | +1,732 | 0.74% | Q1 2026 | May 15, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 232,980 | 33,460 | 0.24% | 0.33% | 52 | -33,676 | -12.63% | Q1 2026 | Apr 14, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 232,715 | 33,422 | 0.06% | 0.04% | 53 | +105,738 | 83.27% | Q1 2026 | May 15, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | Added to | 205,159 | 33,338 | 3.7% | 4.01% | 54 | +772 | 0.38% | Q1 2026 | Apr 21, 2026 |
| Ancora Advisors LLC | History | Reduced | 223,357 | 32,078 | 0.68% | 1.01% | 55 | -56,904 | -20.3% | Q1 2026 | May 15, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Reduced | 202,422 | 29,071 | 0.92% | 1.17% | 56 | -33,673 | -14.26% | Q1 2026 | May 21, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 194,975 | 28,002 | 0.01% | 0.01% | 57 | -44,699 | -18.65% | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Reduced | 193,014 | 27,720 | 0.03% | 0.04% | 58 | -29,843 | -13.39% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 174,863 | 25,113 | 0.01% | 0.01% | 59 | +21,201 | 13.8% | Q1 2026 | May 13, 2026 |
| FLPUTNAM INVESTMENT MANAGEMENT CO | History | Added to | 173,532 | 24,922 | 0.37% | 0.43% | 60 | +2,286 | 1.33% | Q1 2026 | May 05, 2026 |
| Interval Partners, LP | History | Added to | 170,008 | 24,416 | 0.64% | 0.26% | 61 | +85,054 | 100.12% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 156,922 | 22,537 | 0.01% | 0.0% | 62 | +142,913 | 1020.15% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 156,848 | 22,526 | 0.02% | 0.02% | 63 | -495 | -0.31% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 158,464 | 22,351 | 0.0% | 0.0% | 64 | -66 | -0.04% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 151,949 | 21,822 | 0.01% | 0.01% | 65 | +43,022 | 39.5% | Q1 2026 | May 15, 2026 |
| RENAISSANCE GROUP LLC | History | Reduced | 151,275 | 21,726 | 0.91% | 1.29% | 66 | -33,745 | -18.24% | Q1 2026 | May 13, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Reduced | 140,050 | 20,114 | 0.01% | 0.05% | 67 | -126,525 | -47.46% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 138,517 | 19,893 | 0.01% | 0.01% | 68 | -9,723 | -6.56% | Q1 2026 | May 15, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | Added to | 138,466 | 19,886 | 0.44% | 0.45% | 69 | +14,794 | 11.96% | Q1 2026 | May 15, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 137,244 | 19,710 | 0.05% | 0.04% | 70 | +37,664 | 37.82% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | Reduced | 124,451 | 17,874 | 0.07% | 0.09% | 71 | -21,800 | -14.91% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 122,163 | 17,545 | 0.03% | 0.03% | 72 | -18,779 | -13.32% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 121,733 | 17,483 | 0.01% | 0.01% | 73 | +4,637 | 3.96% | Q1 2026 | May 04, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 120,258 | 17,271 | 0.25% | 0.21% | 74 | +32,276 | 36.68% | Q1 2026 | May 22, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 118,797 | 17,061 | 0.7% | 0.85% | 75 | -48 | -0.04% | Q1 2026 | Apr 21, 2026 |
| Assenagon Asset Management S.A. | History | New | 117,605 | 16,890 | 0.03% | — | 76 | +117,605 | New | Q1 2026 | Apr 20, 2026 |
| Nuveen, LLC | History | Reduced | 117,197 | 16,831 | 0.0% | 0.01% | 77 | -1,623 | -1.37% | Q1 2026 | Apr 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 116,331 | 16,707 | 0.02% | — | 78 | +116,331 | New | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 113,465 | 16,295 | 0.0% | 0.0% | 79 | +86,628 | 322.79% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 112,959 | 16,223 | 0.0% | 0.01% | 80 | -200,273 | -63.94% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Added to | 107,836 | 15,487 | 0.01% | 0.01% | 81 | +600 | 0.56% | Q1 2026 | May 07, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 107,374 | 15,421 | 0.01% | 0.01% | 82 | +3,431 | 3.3% | Q1 2026 | May 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | New | 106,282 | 15,264 | 0.01% | — | 83 | +106,282 | New | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 105,177 | 15,109 | 0.0% | 0.01% | 84 | -96,687 | -47.9% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 99,916 | 14,349 | 0.0% | 0.01% | 85 | -22,984 | -18.7% | Q1 2026 | May 14, 2026 |
| Montanaro Asset Management Ltd | History | Added to | 98,250 | 14,110 | 4.22% | 4.74% | 86 | +600 | 0.61% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 90,625 | 13,015 | 0.02% | 0.02% | 87 | -4,600 | -4.83% | Q1 2026 | May 06, 2026 |
| Jain Global LLC | History | Added to | 90,583 | 13,009 | 0.05% | 0.06% | 88 | +14,130 | 18.48% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 89,324 | 12,828 | 0.06% | 0.09% | 89 | -3,465 | -3.73% | Q1 2026 | May 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 89,099 | 12,796 | 0.01% | 0.02% | 90 | +10,257 | 13.01% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 69,828 | 12,163 | 0.0% | 0.02% | 91 | -282,310 | -80.17% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 84,324 | 12,110 | 0.01% | 0.01% | 92 | -3,756 | -4.26% | Q1 2026 | May 11, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 84,086 | 12,076 | 0.32% | 0.33% | 93 | -2,515 | -2.9% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 82,574 | 11,859 | 0.1% | 0.07% | 94 | +28,549 | 52.84% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 81,026 | 11,636 | 0.0% | 0.01% | 95 | -34,427 | -29.82% | Q1 2026 | May 06, 2026 |
| WHITTIER TRUST CO | History | Added to | 78,222 | 11,010 | 0.12% | 0.14% | 96 | +7,294 | 10.28% | Q1 2026 | Apr 28, 2026 |
| Legal & General Group Plc | History | Reduced | 76,171 | 10,939 | 0.0% | 0.0% | 97 | -10,038 | -11.64% | Q1 2026 | May 08, 2026 |
| Wealth High Governance Capital Ltda | History | No change | 61,026 | 10,630 | 1.99% | 1.99% | 98 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 73,797 | 10,598 | 0.04% | 0.02% | 99 | +40,302 | 120.32% | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | Added to | 72,270 | 10,379 | 0.59% | 0.69% | 100 | +2,310 | 3.3% | Q1 2026 | Apr 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 68,827 | 9,884 | 0.01% | 0.01% | 101 | +32,135 | 87.58% | Q1 2026 | May 13, 2026 |
| Retirement Systems of Alabama | History | Added to | 66,635 | 9,570 | 0.03% | 0.04% | 102 | +1,209 | 1.85% | Q1 2026 | Apr 24, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 66,579 | 9,562 | 0.08% | 0.08% | 103 | +690 | 1.05% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 64,370 | 9,244 | 0.01% | 0.01% | 104 | +12,994 | 25.29% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 62,819 | 9,020 | 0.01% | 0.01% | 105 | -11,814 | -15.83% | Q1 2026 | May 08, 2026 |
| Trexquant Investment LP | History | Added to | 59,506 | 8,546 | 0.06% | 0.05% | 106 | +27,821 | 87.8% | Q1 2026 | May 15, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Added to | 52,964 | 8,382 | 2.0% | 2.46% | 107 | +835 | 1.6% | Q1 2026 | Apr 24, 2026 |
| Pier Capital, LLC | History | Added to | 56,145 | 8,063 | 1.33% | 1.22% | 108 | +12,145 | 27.6% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | Added to | 55,338 | 7,947 | 0.26% | 0.04% | 109 | +46,277 | 510.73% | Q1 2026 | May 18, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 52,960 | 7,606 | 0.09% | 0.1% | 110 | -1,941 | -3.54% | Q1 2026 | May 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 52,692 | 7,567 | 0.02% | 0.02% | 111 | +7,970 | 17.82% | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 52,216 | 7,499 | 0.03% | 0.03% | 112 | +2,597 | 5.23% | Q1 2026 | Apr 30, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 50,533 | 7,258 | 0.01% | 0.01% | 113 | +1,831 | 3.76% | Q1 2026 | May 15, 2026 |
| Crawford Fund Management, LLC | History | New | 50,531 | 7,257 | 1.4% | — | 114 | +50,531 | New | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 51,021 | 7,215 | 0.01% | 0.01% | 115 | -2,105 | -3.96% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 49,793 | 7,151 | 0.01% | — | 116 | +49,793 | New | Q1 2026 | May 08, 2026 |
| Boston Partners | History | Added to | 49,667 | 7,133 | 0.01% | 0.01% | 117 | +5,737 | 13.06% | Q1 2026 | May 11, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 48,407 | 6,953 | 0.0% | 0.0% | 118 | -112,418 | -69.9% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 47,010 | 6,751 | 0.01% | 0.01% | 119 | -26,023 | -35.63% | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 46,851 | 6,728 | 0.07% | 0.0% | 120 | +45,331 | 2982.3% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 45,227 | 6,495 | 0.01% | 0.01% | 121 | +27,634 | 157.07% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 42,994 | 6,174 | 0.02% | 0.03% | 122 | -7,002 | -14.01% | Q1 2026 | Apr 24, 2026 |
| Creative Planning | History | Added to | 41,992 | 6,030 | 0.0% | 0.0% | 123 | +17,842 | 73.88% | Q1 2026 | May 12, 2026 |
| FineMark National Bank & Trust | History | No change | 34,466 | 6,003 | 0.19% | 0.19% | 124 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Added to | 41,346 | 5,938 | 0.22% | 0.05% | 125 | +33,274 | 412.22% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 40,540 | 5,822 | 0.04% | 0.02% | 126 | +12,616 | 45.18% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 39,687 | 5,699 | 0.11% | — | 127 | +39,687 | New | Q1 2026 | Apr 27, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 39,651 | 5,694 | 0.32% | 0.42% | 128 | -10,851 | -21.49% | Q1 2026 | May 15, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Reduced | 39,436 | 5,663 | 1.33% | 0.97% | 129 | -1,925 | -4.65% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 39,625 | 5,577 | 0.11% | 0.15% | 130 | +1,525 | 4.0% | Q1 2026 | Apr 28, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 38,562 | 5,541 | 0.01% | 0.01% | 131 | -265 | -0.68% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 38,140 | 5,477 | 0.0% | 0.01% | 132 | -927 | -2.37% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 38,094 | 5,471 | 0.0% | 0.0% | 133 | -23,227 | -37.88% | Q1 2026 | May 12, 2026 |
| COMMERCE BANK | History | Added to | 37,827 | 5,432 | 0.03% | 0.0% | 134 | +33,020 | 686.91% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 36,679 | 5,267 | 0.05% | 0.09% | 135 | -11,622 | -24.06% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 36,432 | 5,232 | 0.01% | 0.01% | 136 | +20,362 | 126.71% | Q1 2026 | May 01, 2026 |
| Engineers Gate Manager LP | History | Added to | 36,245 | 5,205 | 0.07% | 0.01% | 137 | +33,508 | 1224.26% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 34,018 | 4,885 | 0.0% | 0.0% | 138 | -2,011 | -5.58% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | Added to | 33,604 | 4,810 | 0.01% | 0.0% | 139 | +21,608 | 180.13% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 33,186 | 4,765 | 0.0% | 0.01% | 140 | -128,982 | -79.54% | Q1 2026 | May 18, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 32,603 | 4,682 | 0.0% | 0.05% | 141 | -375,435 | -92.01% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 31,621 | 4,541 | 0.02% | 0.02% | 142 | +5,242 | 19.87% | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 30,538 | 4,385 | 0.1% | 0.14% | 143 | -2,978 | -8.89% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Added to | 29,824 | 4,283 | 0.01% | 0.01% | 144 | +2,878 | 10.68% | Q1 2026 | May 15, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 29,746 | 4,272 | 0.2% | 0.23% | 145 | -1,110 | -3.6% | Q1 2026 | May 11, 2026 |
| COMERICA BANK | History | No change | 24,154 | 4,207 | 0.02% | 0.02% | 146 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 28,407 | 4,079 | 1.2% | 1.54% | 147 | +407 | 1.45% | Q1 2026 | Apr 30, 2026 |
| Empowered Funds, LLC | History | New | 27,833 | 3,997 | 0.03% | — | 148 | +27,833 | New | Q1 2026 | May 14, 2026 |
| TWINBEECH CAPITAL LP | History | Added to | 27,700 | 3,978 | 0.41% | 0.14% | 149 | +16,212 | 141.12% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 27,663 | 3,972 | 0.02% | 0.02% | 150 | +39 | 0.14% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | New | 27,331 | 3,925 | 0.18% | — | 151 | +27,331 | New | Q1 2026 | May 14, 2026 |
| Voleon Capital Management LP | History | Added to | 27,291 | 3,919 | 0.08% | 0.02% | 152 | +22,417 | 459.93% | Q1 2026 | May 15, 2026 |
| Hilton Capital Management, LLC | History | Added to | 26,686 | 3,832 | 0.29% | 0.3% | 153 | +3,518 | 15.18% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 26,589 | 3,818 | 0.04% | 0.06% | 154 | -1,481 | -5.28% | Q1 2026 | Apr 23, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 26,551 | 3,813 | 0.01% | 0.01% | 155 | -6,482 | -19.62% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 26,322 | 3,719 | 0.01% | 0.01% | 156 | -2,556 | -8.85% | Q1 2026 | Apr 08, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 25,888 | 3,718 | 0.01% | 0.01% | 157 | +5,746 | 28.53% | Q1 2026 | May 13, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 25,816 | 3,707 | 0.12% | 0.15% | 158 | -13,158 | -33.76% | Q1 2026 | Apr 28, 2026 |
| Bell Asset Management Ltd | History | Added to | 25,262 | 3,634 | 1.07% | 1.07% | 159 | +2,371 | 10.36% | Q1 2026 | Apr 29, 2026 |
| AMALGAMATED BANK | History | Added to | 25,205 | 3,620 | 0.03% | 0.03% | 160 | +361 | 1.45% | Q1 2026 | May 08, 2026 |
| Harbor Advisors LLC | History | No change | 25,000 | 3,590 | 0.52% | 0.65% | 161 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FORA Capital, LLC | History | Added to | 24,921 | 3,577 | 0.26% | 0.13% | 162 | +18,671 | 298.74% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 24,807 | 3,563 | 0.05% | 0.08% | 163 | -5,259 | -17.49% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Reduced | 24,095 | 3,460 | 0.0% | 0.01% | 164 | -4,638 | -16.14% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 23,193 | 3,330 | 0.0% | 0.0% | 165 | +1,873 | 8.79% | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 23,154 | 3,325 | 0.01% | 0.01% | 166 | +496 | 2.19% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 23,002 | 3,303 | 0.03% | 0.03% | 167 | +209 | 0.92% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Reduced | 22,976 | 3,297 | 0.02% | 0.02% | 168 | -363 | -1.56% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 22,919 | 3,291 | 0.0% | 0.0% | 169 | -25,102 | -52.27% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 22,446 | 3,224 | 0.0% | 0.01% | 170 | -25,448 | -53.13% | Q1 2026 | Apr 16, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 22,281 | 3,199 | 0.01% | 0.01% | 171 | +3,620 | 19.4% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 22,097 | 3,173 | 0.0% | — | 172 | +22,097 | New | Q1 2026 | May 08, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 21,011 | 3,017 | 0.0% | — | 173 | +21,011 | New | Q1 2026 | May 14, 2026 |
| Weil Company, Inc. | History | Reduced | 20,740 | 2,978 | 0.67% | 0.86% | 174 | -781 | -3.63% | Q1 2026 | Apr 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 20,549 | 2,951 | 0.01% | 0.0% | 175 | +16,951 | 471.12% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,465 | 2,939 | 0.01% | 0.01% | 176 | -1,765 | -7.94% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | Added to | 20,409 | 2,931 | 0.01% | 0.01% | 177 | +346 | 1.72% | Q1 2026 | May 11, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 19,789 | 2,842 | 0.0% | 0.01% | 178 | -5,321 | -21.19% | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 19,376 | 2,782 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Faithward Advisors, LLC | History | Added to | 19,369 | 2,781 | 0.4% | 0.49% | 180 | +303 | 1.59% | Q1 2026 | Apr 17, 2026 |
| ALLSTATE CORP | History | New | 19,287 | 2,769 | 0.03% | — | 181 | +19,287 | New | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 19,102 | 2,743 | 0.0% | 0.0% | 182 | -866 | -4.34% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 18,893 | 2,713 | 0.0% | 0.01% | 183 | -22,418 | -54.27% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 18,829 | 2,704 | 0.01% | 0.01% | 184 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 18,421 | 2,645 | 0.0% | 0.02% | 185 | -96,817 | -84.01% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 18,372 | 2,638 | 0.01% | 0.02% | 186 | -170 | -0.92% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 18,295 | 2,635 | 0.0% | 0.0% | 187 | -7,381 | -28.75% | Q1 2026 | Apr 30, 2026 |
| Cerity Partners LLC | History | Reduced | 18,211 | 2,615 | 0.0% | 0.0% | 188 | -692 | -3.66% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 17,484 | 2,511 | 0.04% | 0.08% | 189 | -642 | -3.54% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 17,191 | 2,468 | 0.0% | — | 190 | +17,191 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 17,161 | 2,464 | 0.08% | 0.08% | 191 | +1,400 | 8.88% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 16,620 | 2,387 | 0.02% | 0.02% | 192 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 16,601 | 2,384 | 0.03% | 0.04% | 193 | -1,021 | -5.79% | Q1 2026 | Apr 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 16,590 | 2,382 | 0.0% | 0.0% | 194 | -81 | -0.49% | Q1 2026 | May 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 16,429 | 2,359 | 0.02% | 0.02% | 195 | -2,061 | -11.15% | Q1 2026 | May 05, 2026 |
| VELA Investment Management, LLC | History | New | 16,130 | 2,316 | 0.53% | — | 196 | +16,130 | New | Q1 2026 | May 08, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 16,120 | 2,315 | 0.01% | 0.01% | 197 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 15,922 | 2,286 | 0.01% | 0.0% | 198 | +5,496 | 52.71% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 15,909 | 2,284 | 0.02% | 0.02% | 199 | +6,853 | 75.67% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 15,800 | 2,269 | 0.04% | 0.05% | 200 | +700 | 4.64% | Q1 2026 | Apr 20, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 15,752 | 2,262 | 0.0% | 0.0% | 201 | -9,217 | -36.91% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Reduced | 15,422 | 2,214 | 0.02% | 0.04% | 202 | -4,228 | -21.52% | Q1 2026 | May 05, 2026 |
| Arizona State Retirement System | History | Reduced | 14,984 | 2,152 | 0.01% | 0.01% | 203 | -186 | -1.23% | Q1 2026 | May 01, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 14,700 | 2,111 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 14,147 | 2,031 | 0.01% | 0.01% | 205 | -86 | -0.6% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 14,132 | 2,029 | 0.01% | 0.01% | 206 | -6,468 | -31.4% | Q1 2026 | May 04, 2026 |
| DAVENPORT & Co LLC | History | Added to | 14,063 | 2,019 | 0.01% | 0.01% | 207 | +54 | 0.39% | Q1 2026 | Apr 15, 2026 |
| Oak Thistle LLC | History | Added to | 13,954 | 2,004 | 0.19% | 0.26% | 208 | +3,276 | 30.68% | Q1 2026 | Apr 10, 2026 |
| HRT FINANCIAL LP | History | New | 13,655 | 1,961 | 0.0% | — | 209 | +13,655 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 13,619 | 1,955 | 0.01% | 0.01% | 210 | -23 | -0.17% | Q1 2026 | May 01, 2026 |
| SummitTX Capital, L.P. | History | Added to | 13,590 | 1,951 | 0.06% | 0.04% | 211 | +6,481 | 91.17% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 13,567 | 1,948 | 0.01% | — | 212 | +13,567 | New | Q1 2026 | May 08, 2026 |
| PineStone Asset Management Inc. | History | Reduced | 13,294 | 1,909 | 0.01% | 0.08% | 213 | -61,201 | -82.15% | Q1 2026 | May 01, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 13,100 | 1,881 | 0.01% | 0.01% | 214 | +200 | 1.55% | Q1 2026 | May 04, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 12,700 | 1,823 | 0.01% | 0.01% | 215 | +800 | 6.72% | Q1 2026 | Apr 29, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 12,400 | 1,780 | 0.0% | 0.0% | 216 | +907 | 7.89% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 12,176 | 1,748 | 0.03% | 0.02% | 217 | -21 | -0.17% | Q1 2026 | May 08, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 11,806 | 1,695 | 0.28% | 0.13% | 218 | +8,526 | 259.94% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Reduced | 11,725 | 1,683 | 0.01% | 0.03% | 219 | -34,799 | -74.8% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 11,130 | 1,598 | 0.02% | 0.02% | 220 | +200 | 1.83% | Q1 2026 | Apr 29, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Reduced | 11,220 | 1,586 | 0.0% | 0.01% | 221 | -1,724 | -13.32% | Q1 2026 | May 05, 2026 |
| BOKF, NA | History | Added to | 10,863 | 1,560 | 0.02% | 0.03% | 222 | +315 | 2.99% | Q1 2026 | May 08, 2026 |
| Alyeska Investment Group, L.P. | History | New | 10,806 | 1,551 | 0.0% | — | 223 | +10,806 | New | Q1 2026 | May 15, 2026 |
| NATIXIS | History | Added to | 10,756 | 1,544 | 0.01% | 0.0% | 224 | +3,783 | 54.25% | Q1 2026 | May 14, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 10,600 | 1,522 | 0.05% | 0.06% | 225 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 10,271 | 1,475 | 0.14% | 0.17% | 226 | +921 | 9.85% | Q1 2026 | Apr 10, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 9,907 | 1,422 | 0.0% | 0.0% | 227 | -756 | -7.09% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | New | 9,815 | 1,409 | 0.06% | — | 228 | +9,815 | New | Q1 2026 | May 13, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 9,654 | 1,386 | 0.24% | — | 229 | +9,654 | New | Q1 2026 | Apr 09, 2026 |
| APPLETON PARTNERS INC/MA | History | Reduced | 9,559 | 1,373 | 0.1% | 0.13% | 230 | -1,695 | -15.06% | Q1 2026 | Apr 28, 2026 |
| CRAWFORD INVESTMENT COUNSEL INC | History | Added to | 9,506 | 1,365 | 0.02% | 0.02% | 231 | +1,090 | 12.95% | Q1 2026 | May 15, 2026 |
| Cannell & Spears LLC | History | Reduced | 9,094 | 1,306 | 0.03% | 0.03% | 232 | -790 | -7.99% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 8,721 | 1,252 | 0.0% | 0.0% | 233 | -1,269 | -12.7% | Q1 2026 | May 06, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 8,606 | 1,235 | 0.0% | 0.0% | 234 | +516 | 6.38% | Q1 2026 | Apr 22, 2026 |
| XPONANCE LLC | History | Added to | 8,585 | 1,232 | 0.01% | 0.01% | 235 | +1,466 | 20.59% | Q1 2026 | May 13, 2026 |
| Richard Bernstein Advisors LLC | History | No change | 8,492 | 1,219 | 0.04% | 0.04% | 236 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Gibbs Wealth Management | History | Reduced | 8,412 | 1,208 | 0.16% | 0.39% | 237 | -349 | -3.98% | Q1 2026 | May 13, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Reduced | 8,358 | 1,200 | 0.06% | 0.07% | 238 | -42 | -0.5% | Q1 2026 | Apr 13, 2026 |
| Mayflower Financial Advisors, LLC | History | Reduced | 1,122,126 | 1,191 | 0.14% | 0.15% | 239 | -6 | -0.0% | Q1 2026 | Apr 23, 2026 |
| Brevan Howard Capital Management LP | History | New | 8,172 | 1,173 | 0.01% | — | 240 | +8,172 | New | Q1 2026 | May 15, 2026 |
| CIM, LLC | History | Reduced | 8,152 | 1,170 | 0.17% | 0.19% | 241 | -48 | -0.59% | Q1 2026 | May 18, 2026 |
| CWM, LLC | History | Reduced | 7,946 | 1,141 | 0.0% | 0.0% | 242 | -2,320 | -22.6% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Added to | 7,937 | 1,139 | 0.11% | 0.11% | 243 | +2,788 | 54.15% | Q1 2026 | May 15, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 7,722 | 1,109 | 0.01% | 0.01% | 244 | -2,625 | -25.37% | Q1 2026 | May 13, 2026 |
| Fisher Asset Management, LLC | History | New | 7,708 | 1,107 | 0.0% | — | 245 | +7,708 | New | Q1 2026 | May 05, 2026 |
| Diversified Trust Co | History | Added to | 7,506 | 1,078 | 0.02% | 0.01% | 246 | +3,451 | 85.1% | Q1 2026 | Apr 16, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Reduced | 7,444 | 1,069 | 0.01% | 0.03% | 247 | -6,520 | -46.69% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 7,077 | 1,016 | 0.01% | 0.01% | 248 | -1,279 | -15.31% | Q1 2026 | Apr 07, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Added to | 7,045 | 1,012 | 0.13% | 0.13% | 249 | +1,112 | 18.74% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 7,029 | 1,009 | 0.01% | 0.02% | 250 | +167 | 2.43% | Q1 2026 | May 12, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,985 | 1,003 | 0.0% | 0.0% | 251 | -697 | -9.07% | Q1 2026 | Apr 27, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 6,732 | 966 | 0.03% | 0.04% | 252 | -318 | -4.51% | Q1 2026 | Apr 09, 2026 |
| Taylor Frigon Capital Management LLC | History | Reduced | 6,641 | 953 | 0.54% | 0.61% | 253 | -259 | -3.75% | Q1 2026 | Apr 29, 2026 |
| GAMMA Investing LLC | History | Added to | 6,559 | 942 | 0.04% | 0.05% | 254 | +973 | 17.42% | Q1 2026 | Apr 06, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 6,529 | 937 | 0.01% | 0.01% | 255 | +1,648 | 33.76% | Q1 2026 | May 07, 2026 |
| BANK OF NOVA SCOTIA | History | Added to | 6,363 | 913 | 0.0% | 0.0% | 256 | +2,477 | 63.74% | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 5,150 | 897 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,999 | 861 | 0.0% | 0.01% | 258 | -2,837 | -32.11% | Q1 2026 | Apr 29, 2026 |
| INTRUST BANK NA | History | Reduced | 5,904 | 847 | 0.07% | 0.09% | 259 | -608 | -9.34% | Q1 2026 | May 06, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 5,900 | 847 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Sowell Financial Services LLC | History | Added to | 5,770 | 828 | 0.03% | 0.04% | 261 | +292 | 5.33% | Q1 2026 | Apr 20, 2026 |
| Callan Family Office, LLC | History | Added to | 5,601 | 804 | 0.02% | 0.02% | 262 | +1,497 | 36.48% | Q1 2026 | May 13, 2026 |
| Union Bancaire Privee, UBP SA | History | Added to | 5,774 | 802 | 0.01% | 0.01% | 263 | +599 | 11.57% | Q1 2026 | Apr 22, 2026 |
| FULTON BANK, N.A. | History | Reduced | 5,425 | 779 | 0.03% | 0.03% | 264 | -262 | -4.61% | Q1 2026 | Apr 24, 2026 |
| State of Alaska, Department of Revenue | History | No change | 5,415 | 777 | 0.01% | 0.01% | 265 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| PDT Partners, LLC | History | Reduced | 5,403 | 775 | 0.05% | 0.28% | 267 | -19,378 | -78.2% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 5,400 | 775 | 0.01% | 0.0% | 266 | +4,083 | 310.02% | Q1 2026 | May 07, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 5,248 | 753 | 0.08% | 0.1% | 268 | +6 | 0.11% | Q1 2026 | Apr 24, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 5,212 | 748 | 0.08% | 0.08% | 269 | +900 | 20.87% | Q1 2026 | Apr 22, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 5,198 | 746 | 0.0% | 0.0% | 270 | -78 | -1.48% | Q1 2026 | May 12, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 5,048 | 724 | 0.05% | — | 271 | +5,048 | New | Q1 2026 | May 12, 2026 |
| AXQ CAPITAL, LP | History | Reduced | 5,005 | 718 | 0.09% | 0.22% | 272 | -566 | -10.16% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,960 | 712 | 0.0% | 0.0% | 273 | -283 | -5.4% | Q1 2026 | May 14, 2026 |
| Strategic Wealth Investment Group, LLC | History | Reduced | 4,903 | 704 | 0.09% | 0.11% | 274 | -83 | -1.66% | Q1 2026 | May 11, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 4,875 | 700 | 0.0% | 0.0% | 275 | +351 | 7.76% | Q1 2026 | May 14, 2026 |
| NORDEN GROUP LLC | History | Reduced | 4,878 | 700 | 0.07% | 0.09% | 276 | -165 | -3.27% | Q1 2026 | Apr 15, 2026 |
| M&T BANK CORP | History | Reduced | 4,802 | 689 | 0.0% | 0.0% | 277 | -1,891 | -28.25% | Q1 2026 | May 12, 2026 |
| Stegent Equity Advisors, Inc. | History | Reduced | 4,593 | 659 | 0.56% | 1.1% | 278 | -3,538 | -43.51% | Q1 2026 | Apr 24, 2026 |
| J2 Capital Management Inc | History | Added to | 4,567 | 655 | 0.45% | 0.4% | 279 | +1,441 | 46.1% | Q1 2026 | Apr 21, 2026 |
| Inspire Advisors, LLC | History | Added to | 4,529 | 650 | 0.05% | 0.05% | 280 | +1,427 | 46.0% | Q1 2026 | May 15, 2026 |
| Apriem Advisors | History | New | 4,481 | 643 | 0.06% | — | 281 | +4,481 | New | Q1 2026 | May 14, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | No change | 3,687 | 642 | 0.15% | 0.15% | 282 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 4,450 | 639 | 0.05% | 0.05% | 283 | +485 | 12.23% | Q1 2026 | Apr 20, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Reduced | 4,417 | 634 | 0.01% | 0.01% | 284 | -616 | -12.24% | Q1 2026 | May 04, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 4,347 | 624 | 0.06% | 0.08% | 285 | -762 | -14.91% | Q1 2026 | Apr 29, 2026 |
| Magnetar Financial LLC | History | Reduced | 4,319 | 620 | 0.01% | 0.01% | 287 | -477 | -9.95% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4,321 | 620 | 0.0% | 0.0% | 286 | -63 | -1.44% | Q1 2026 | May 11, 2026 |
| AXA S.A. | History | Reduced | 4,307 | 618 | 0.24% | 0.39% | 288 | -430 | -9.08% | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 4,287 | 615 | 0.01% | 0.01% | 289 | -26 | -0.6% | Q1 2026 | May 11, 2026 |
| Vident Advisory, LLC | History | Added to | 4,254 | 611 | 0.01% | 0.0% | 290 | +1,578 | 58.97% | Q1 2026 | May 14, 2026 |
| LRT Capital Management, LLC | History | New | 4,122 | 592 | 0.55% | — | 291 | +4,122 | New | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 4,016 | 576 | 0.01% | 0.01% | 292 | +160 | 4.15% | Q1 2026 | Apr 20, 2026 |
| Portside Wealth Group, LLC | History | Reduced | 3,999 | 574 | 0.08% | 0.12% | 293 | -951 | -19.21% | Q1 2026 | May 12, 2026 |
| Integrated Investment Consultants, LLC | History | No change | 3,295 | 573 | 0.11% | 0.11% | 294 | 0 | 0.0% | Q4 2025 | Mar 03, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 3,951 | 567 | 0.02% | 0.03% | 295 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 3,907 | 561 | 0.0% | 0.01% | 296 | -1,360 | -25.82% | Q1 2026 | May 12, 2026 |
| Quantum Portfolio Management LLC | History | Added to | 3,888 | 558 | 0.24% | 0.29% | 297 | +176 | 4.74% | Q1 2026 | May 01, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 3,850 | 552 | 0.46% | 0.54% | 298 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Mariner, LLC | History | Reduced | 3,819 | 548 | 0.0% | 0.0% | 299 | -10,128 | -72.62% | Q1 2026 | May 13, 2026 |
| STUDIO INVESTMENT MANAGEMENT LLC | History | Added to | 3,761 | 540 | 0.1% | 0.12% | 300 | +47 | 1.27% | Q1 2026 | May 15, 2026 |