HORACE MANN EDUCATORS CORP /DE/ - HMN
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 5,896,194 | 251,649 | 0.0% | 0.0% | 1 | +26,413 | 0.45% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,935,474 | 227,920 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,999,476 | 128,017 | 0.03% | 0.03% | 3 | -65,091 | -2.12% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,841,684 | 121,283 | 0.01% | — | 4 | +2,841,684 | New | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,563,874 | 109,428 | 0.01% | 0.01% | 5 | +14,664 | 0.58% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,184,648 | 93,242 | 0.02% | 0.02% | 6 | +12,556 | 0.58% | Q1 2026 | May 07, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 1,985,506 | 84,741 | 0.29% | 0.33% | 7 | -74,393 | -3.61% | Q1 2026 | May 14, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,824,704 | 77,878 | 0.0% | — | 8 | +1,824,704 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,728,738 | 73,782 | 0.0% | 0.0% | 9 | +31,162 | 1.84% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 1,126,831 | 48,093 | 0.2% | 0.23% | 10 | -37,605 | -3.23% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,057,226 | 45,131 | 0.0% | 0.0% | 11 | +14,604 | 1.4% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 976,233 | 41,665 | 0.02% | 0.02% | 12 | +62,323 | 6.82% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 830,771 | 35,457 | 0.02% | 0.02% | 13 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| BROWN ADVISORY INC | History | Reduced | 806,855 | 34,436 | 0.06% | 0.06% | 14 | -72,828 | -8.28% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 731,432 | 33,777 | 0.01% | 0.01% | 15 | +103,414 | 16.47% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 657,014 | 28,041 | 0.01% | 0.01% | 16 | -5,276 | -0.8% | Q1 2026 | May 15, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 626,312 | 26,731 | 0.24% | 0.26% | 17 | -15,581 | -2.43% | Q1 2026 | May 13, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 539,257 | 23,015 | 0.07% | 0.06% | 18 | +70,700 | 15.09% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 527,085 | 22,495 | 0.0% | 0.0% | 19 | +2,392 | 0.46% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 503,529 | 21,490 | 0.0% | 0.0% | 20 | -24,540 | -4.65% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 474,392 | 20,247 | 0.0% | 0.0% | 21 | -48,160 | -9.22% | Q1 2026 | May 12, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 455,376 | 19,435 | 0.61% | 0.68% | 22 | +201 | 0.04% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 442,721 | 18,895 | 0.0% | 0.0% | 23 | -73,003 | -14.16% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 433,505 | 18,501 | 0.0% | 0.0% | 24 | +18,595 | 4.48% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 427,258 | 18,235 | 0.01% | 0.01% | 25 | +348,603 | 443.21% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 386,530 | 16,497 | 0.0% | 0.0% | 26 | -7,067 | -1.8% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 366,402 | 15,638 | 0.02% | 0.01% | 27 | +52,021 | 16.55% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 336,776 | 14,373 | 0.29% | 0.36% | 28 | -37,700 | -10.07% | Q1 2026 | May 15, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 296,035 | 12,634 | 0.42% | 0.44% | 29 | -24,698 | -7.7% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 270,240 | 11,533 | 0.0% | 0.0% | 30 | +37,264 | 15.99% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 263,537 | 11,247 | 0.0% | — | 31 | +263,537 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 257,744 | 11,000 | 0.01% | 0.01% | 32 | +5,998 | 2.38% | Q1 2026 | May 04, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 220,368 | 9,405 | 0.0% | 0.0% | 33 | -29,211 | -11.7% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 211,669 | 9,034 | 0.0% | 0.0% | 34 | +11,345 | 5.66% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 203,000 | 8,664 | 0.31% | 0.34% | 35 | -7,000 | -3.33% | Q1 2026 | Apr 21, 2026 |
| Empowered Funds, LLC | History | New | 194,776 | 8,313 | 0.05% | — | 36 | +194,776 | New | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 191,864 | 8,188 | 0.0% | 0.0% | 37 | +145,555 | 314.31% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 168,108 | 7,174 | 0.05% | 0.06% | 38 | +12,445 | 7.99% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 166,357 | 7,100 | 0.0% | 0.0% | 39 | +10,327 | 6.62% | Q1 2026 | May 05, 2026 |
| Edgestream Partners, L.P. | History | Added to | 163,101 | 6,961 | 0.23% | 0.03% | 40 | +140,481 | 621.05% | Q1 2026 | May 18, 2026 |
| ICON ADVISERS INC/CO | History | No change | 152,037 | 6,488 | 1.5% | 1.52% | 41 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Added to | 149,165 | 6,366 | 0.01% | 0.01% | 42 | +5,518 | 3.84% | Q1 2026 | Apr 24, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 145,584 | 6,213 | 0.02% | 0.02% | 43 | +4,814 | 3.42% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 129,713 | 5,536 | 0.0% | 0.0% | 44 | +548 | 0.42% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 121,305 | 5,177 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 117,529 | 5,016 | 0.0% | 0.0% | 46 | -6,127 | -4.95% | Q1 2026 | May 04, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 117,034 | 4,994 | 0.0% | 0.0% | 47 | -10,487 | -8.22% | Q1 2026 | May 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 94,819 | 4,046 | 0.0% | 0.0% | 48 | +510 | 0.54% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 93,900 | 4,007 | 0.02% | 0.03% | 49 | -64,207 | -40.61% | Q1 2026 | Apr 30, 2026 |
| Nuveen, LLC | History | Added to | 92,316 | 3,940 | 0.0% | 0.0% | 50 | +2,939 | 3.29% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 92,216 | 3,935 | 0.0% | 0.0% | 51 | -9,700 | -9.52% | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 90,198 | 3,849 | 0.01% | 0.01% | 52 | -19,971 | -18.13% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 86,375 | 3,686 | 0.0% | 0.0% | 53 | +54,139 | 167.95% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 83,662 | 3,570 | 0.03% | 0.01% | 54 | +66,716 | 393.7% | Q1 2026 | Apr 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 83,014 | 3,543 | 0.0% | 0.0% | 55 | +41,558 | 100.25% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 80,300 | 3,427 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | No change | 79,608 | 3,397 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 77,628 | 3,313 | 0.0% | 0.0% | 58 | +6,331 | 8.88% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 77,532 | 3,309 | 0.0% | 0.0% | 59 | +37,985 | 96.05% | Q1 2026 | May 13, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 71,180 | 3,287 | 0.02% | 0.02% | 60 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 73,735 | 3,147 | 0.01% | 0.01% | 61 | +19,934 | 37.05% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 73,627 | 3,142 | 0.01% | 0.0% | 62 | +50,984 | 225.16% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 71,626 | 3,056 | 0.0% | 0.0% | 63 | +1,353 | 1.93% | Q1 2026 | May 06, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 69,831 | 3,010 | 0.0% | 0.0% | 64 | -108,602 | -60.86% | Q1 2026 | May 13, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 69,749 | 2,976 | 0.0% | 0.0% | 65 | +7,281 | 11.66% | Q1 2026 | May 12, 2026 |
| Emerald Investment Advisers, LLC | History | New | 64,679 | 2,760 | 0.25% | — | 66 | +64,679 | New | Q1 2026 | May 11, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 59,364 | 2,741 | 0.18% | 0.18% | 67 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 64,021 | 2,732 | 0.01% | 0.01% | 68 | -5,212 | -7.53% | Q1 2026 | Apr 27, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 60,771 | 2,593 | 0.01% | 0.02% | 69 | -76,310 | -55.67% | Q1 2026 | May 11, 2026 |
| Hillsdale Investment Management Inc. | History | Reduced | 57,600 | 2,458 | 0.07% | 0.08% | 70 | -4,800 | -7.69% | Q1 2026 | May 04, 2026 |
| Hodges Capital Management Inc. | History | Reduced | 54,910 | 2,343 | 0.19% | 0.39% | 71 | -43,398 | -44.14% | Q1 2026 | Apr 28, 2026 |
| AlphaQuest LLC | History | No change | 50,247 | 2,320 | 0.13% | 0.13% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 53,860 | 2,298 | 0.0% | 0.0% | 73 | -84,873 | -61.18% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | New | 53,027 | 2,263 | 0.0% | — | 74 | +53,027 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 52,940 | 2,259 | 0.0% | 0.0% | 75 | +45,904 | 652.42% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 52,301 | 2,232 | 0.01% | 0.01% | 76 | +5,362 | 11.42% | Q1 2026 | May 05, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 51,712 | 2,207 | 0.03% | 0.04% | 77 | -6,684 | -11.45% | Q1 2026 | May 01, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 51,139 | 2,182 | 0.05% | 0.06% | 78 | +2,740 | 5.66% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 48,640 | 2,075 | 0.0% | — | 79 | +48,640 | New | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 45,465 | 1,940 | 0.0% | — | 80 | +45,465 | New | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 44,493 | 1,898 | 0.0% | 0.01% | 81 | -9,067 | -16.93% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 43,686 | 1,864 | 0.02% | 0.02% | 82 | +5,895 | 15.6% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 41,685 | 1,779 | 0.0% | 0.0% | 83 | -28,040 | -40.22% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 39,484 | 1,685 | 0.0% | 0.0% | 84 | +31,432 | 390.36% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 38,407 | 1,639 | 0.0% | 0.0% | 85 | -26,062 | -40.43% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 38,069 | 1,624 | 0.0% | 0.0% | 86 | +2,582 | 7.28% | Q1 2026 | May 06, 2026 |
| Mitsubishi UFJ Asset Management (UK) Ltd. | History | No change | 38,000 | 1,622 | 0.84% | 0.86% | 87 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 37,674 | 1,607 | 0.0% | — | 88 | +37,674 | New | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 37,626 | 1,605 | 0.0% | 0.0% | 89 | -127 | -0.34% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 37,341 | 1,593 | 0.0% | — | 91 | +37,341 | New | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 37,328 | 1,593 | 0.0% | 0.0% | 90 | -304 | -0.81% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 33,497 | 1,546 | 0.01% | 0.01% | 92 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 35,886 | 1,532 | 0.0% | 0.0% | 93 | +80 | 0.22% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 33,955 | 1,449 | 0.0% | 0.0% | 94 | +33,848 | 31633.64% | Q1 2026 | May 01, 2026 |
| Squarepoint Ops LLC | History | New | 31,387 | 1,339 | 0.0% | — | 95 | +31,387 | New | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 31,268 | 1,334 | 0.0% | — | 96 | +31,268 | New | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 29,430 | 1,256 | 0.0% | 0.0% | 97 | +2,028 | 7.4% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 28,375 | 1,211 | 0.0% | 0.0% | 98 | -30,425 | -51.74% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,156 | 1,159 | 0.0% | 0.0% | 99 | -800 | -2.86% | Q1 2026 | May 01, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 26,800 | 1,143 | 0.0% | 0.0% | 100 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TECTONIC ADVISORS LLC | History | Reduced | 26,728 | 1,140 | 0.06% | 0.09% | 101 | -8,407 | -23.93% | Q1 2026 | Apr 17, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 26,435 | 1,128 | 0.0% | 0.0% | 102 | -2,992 | -10.17% | Q1 2026 | Apr 30, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | Added to | 24,950 | 1,065 | 0.02% | 0.02% | 103 | +475 | 1.94% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 24,872 | 1,061 | 0.0% | 0.0% | 104 | -9,776 | -28.22% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 24,676 | 1,053 | 0.02% | 0.01% | 105 | +19,257 | 355.36% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 23,170 | 988 | 0.01% | 0.01% | 106 | +198 | 0.86% | Q1 2026 | May 14, 2026 |
| North Star Investment Management Corp. | History | No change | 23,000 | 981 | 0.06% | 0.07% | 107 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 22,800 | 973 | 0.0% | 0.0% | 108 | +6,300 | 38.18% | Q1 2026 | May 11, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 22,066 | 941 | 0.01% | 0.01% | 109 | -469 | -2.08% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Reduced | 21,464 | 916 | 0.0% | 0.0% | 110 | -1,968 | -8.4% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 21,315 | 909 | 0.01% | 0.01% | 111 | -1,158 | -5.15% | Q1 2026 | May 05, 2026 |
| HSBC HOLDINGS PLC | History | No change | 19,825 | 852 | 0.0% | 0.0% | 112 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Graham Capital Management, L.P. | History | Added to | 19,550 | 834 | 0.02% | 0.02% | 113 | +3,006 | 18.17% | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 19,486 | 831 | 0.01% | 0.01% | 114 | -857 | -4.21% | Q1 2026 | Apr 23, 2026 |
| Mariner, LLC | History | Reduced | 19,279 | 822 | 0.0% | 0.0% | 115 | -1,131 | -5.54% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 19,148 | 817 | 0.0% | 0.0% | 117 | +247 | 1.31% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 17,700 | 817 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,000 | 768 | 0.01% | 0.01% | 118 | -600 | -3.23% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 17,873 | 762 | 0.0% | 0.0% | 119 | -661 | -3.57% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 17,875 | 762 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SG Americas Securities, LLC | History | Reduced | 17,575 | 750 | 0.0% | 0.0% | 121 | -2,521 | -12.54% | Q1 2026 | Apr 16, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 15,552 | 663 | 0.02% | 0.02% | 122 | -3,423 | -18.04% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 15,314 | 653 | 0.0% | 0.0% | 123 | -5,617 | -26.84% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 15,161 | 647 | 0.0% | 0.0% | 124 | +5,937 | 64.36% | Q1 2026 | May 12, 2026 |
| Cornerstone Wealth Group, LLC | History | Added to | 14,200 | 642 | 0.04% | 0.03% | 125 | +3,409 | 31.59% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 14,128 | 603 | 0.05% | 0.05% | 126 | +1,249 | 9.7% | Q1 2026 | Apr 28, 2026 |
| Engineers Gate Manager LP | History | Added to | 13,486 | 575 | 0.01% | 0.01% | 127 | +387 | 2.95% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 13,114 | 559 | 0.0% | 0.0% | 128 | -1,000 | -7.09% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 12,714 | 542 | 0.0% | — | 129 | +12,714 | New | Q1 2026 | May 05, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 12,500 | 533 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 12,244 | 522 | 0.0% | 0.0% | 131 | -453 | -3.57% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,034 | 513 | 0.0% | 0.0% | 132 | -2,627 | -17.92% | Q1 2026 | Apr 29, 2026 |
| Inspire Investing, LLC | History | Added to | 11,970 | 510 | 0.04% | 0.04% | 133 | +1,823 | 17.97% | Q1 2026 | Apr 23, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 11,742 | 501 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,714 | 500 | 0.0% | 0.0% | 135 | -112 | -0.95% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 11,428 | 487 | 0.0% | 0.01% | 136 | -64,750 | -85.0% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,289 | 481 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arizona State Retirement System | History | Reduced | 11,177 | 477 | 0.0% | 0.0% | 138 | -116 | -1.03% | Q1 2026 | May 01, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 11,151 | 475 | 0.01% | 0.01% | 139 | -3 | -0.03% | Q1 2026 | May 13, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 11,123 | 474 | 0.0% | 0.0% | 140 | -3,407 | -23.45% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | New | 10,900 | 465 | 0.0% | — | 141 | +10,900 | New | Q1 2026 | May 11, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 10,787 | 460 | 0.01% | 0.01% | 142 | -147 | -1.34% | Q1 2026 | Apr 24, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,659 | 454 | 0.0% | 0.0% | 143 | -830 | -7.22% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 10,543 | 449 | 0.0% | 0.0% | 144 | -53,923 | -83.65% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 10,380 | 443 | 0.0% | 0.0% | 145 | -54,135 | -83.91% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,207 | 435 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 10,092 | 430 | 0.0% | 0.0% | 147 | -416 | -3.96% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,061 | 429 | 0.0% | 0.0% | 148 | -11 | -0.11% | Q1 2026 | May 01, 2026 |
| RBF Capital, LLC | History | No change | 10,000 | 426 | 0.02% | 0.02% | 149 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 9,655 | 412 | 0.0% | — | 150 | +9,655 | New | Q1 2026 | May 08, 2026 |
| Odyssean, LLC | History | New | 9,558 | 407 | 0.15% | — | 151 | +9,558 | New | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 9,350 | 399 | 0.0% | 0.0% | 152 | -13,295 | -58.71% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 9,256 | 395 | 0.01% | 0.01% | 153 | -100 | -1.07% | Q1 2026 | Apr 29, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 9,211 | 393 | 0.0% | 0.0% | 155 | -832 | -8.28% | Q1 2026 | May 14, 2026 |
| GABELLI FUNDS LLC | History | No change | 9,222 | 393 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Tidal Investments LLC | History | New | 8,880 | 378 | 0.0% | — | 156 | +8,880 | New | Q1 2026 | May 15, 2026 |
| COMMERCE BANK | History | Reduced | 8,752 | 373 | 0.0% | 0.0% | 157 | -2,607 | -22.95% | Q1 2026 | May 11, 2026 |
| Handelsbanken Fonder AB | History | Added to | 8,530 | 364 | 0.0% | 0.0% | 158 | +700 | 8.94% | Q1 2026 | Apr 28, 2026 |
| iSAM Funds (UK) Ltd | History | New | 8,107 | 346 | 0.17% | — | 159 | +8,107 | New | Q1 2026 | May 13, 2026 |
| Amundi | History | Reduced | 8,064 | 344 | 0.0% | 0.0% | 160 | -24,286 | -75.07% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,978 | 340 | 0.0% | 0.0% | 161 | +1,048 | 15.12% | Q1 2026 | May 15, 2026 |
| CONNABLE OFFICE INC | History | Reduced | 7,735 | 330 | 0.03% | 0.04% | 162 | -1,003 | -11.48% | Q1 2026 | Apr 29, 2026 |
| &PARTNERS | History | Reduced | 7,617 | 321 | 0.0% | 0.0% | 163 | -141 | -1.82% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,280 | 310 | 0.0% | 0.0% | 164 | +174 | 2.45% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,245 | 309 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 6,868 | 293 | 0.0% | 0.0% | 166 | -34 | -0.49% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | New | 6,324 | 269 | 0.0% | — | 167 | +6,324 | New | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | No change | 6,084 | 259 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Entropy Technologies, LP | History | New | 5,946 | 253 | 0.01% | — | 171 | +5,946 | New | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 5,950 | 253 | 0.0% | 0.0% | 169 | -33 | -0.55% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | No change | 5,934 | 253 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 5,782 | 246 | 0.0% | 0.0% | 172 | +458 | 8.6% | Q1 2026 | May 14, 2026 |
| R Squared Ltd | History | Added to | 5,640 | 240 | 0.13% | 0.11% | 173 | +594 | 11.77% | Q1 2026 | Apr 29, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 5,590 | 238 | 0.0% | 0.0% | 174 | +151 | 2.78% | Q1 2026 | May 26, 2026 |
| Atria Investments, Inc | History | Reduced | 5,541 | 236 | 0.0% | 0.0% | 175 | -685 | -11.0% | Q1 2026 | May 05, 2026 |
| GAMMA Investing LLC | History | Added to | 5,496 | 234 | 0.01% | 0.01% | 176 | +261 | 4.99% | Q1 2026 | Apr 06, 2026 |
| FIDUCIARY TRUST CO | History | No change | 5,370 | 229 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | New | 5,362 | 228 | 0.15% | — | 178 | +5,362 | New | Q1 2026 | Apr 23, 2026 |
| NDVR, Inc. | History | No change | 4,901 | 226 | 0.19% | 0.19% | 179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 5,230 | 223 | 0.0% | 0.0% | 180 | +174 | 3.44% | Q1 2026 | May 11, 2026 |
| Claro Advisors Inc. | History | New | 5,050 | 215 | 0.03% | — | 182 | +5,050 | New | Q1 2026 | Apr 21, 2026 |
| Gotham Asset Management, LLC | History | Added to | 5,057 | 215 | 0.0% | 0.0% | 181 | +11 | 0.22% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Reduced | 5,009 | 213 | 0.0% | 0.0% | 183 | -79 | -1.55% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 4,976 | 212 | 0.0% | — | 184 | +4,976 | New | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,802 | 207 | 0.0% | 0.0% | 185 | -2,594 | -35.07% | Q1 2026 | Apr 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 3,500 | 149 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 3,470 | 148 | 0.0% | 0.0% | 187 | +1,863 | 115.93% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,407 | 145 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 3,203 | 135 | 0.0% | 0.0% | 189 | +3,169 | 9320.59% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 2,600 | 110 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 2,056 | 87 | 0.01% | 0.01% | 191 | +955 | 86.74% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,853 | 79 | 0.0% | 0.0% | 192 | +6 | 0.32% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 1,613 | 69 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,556 | 66 | 0.0% | 0.0% | 194 | -151 | -8.85% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,434 | 61 | 0.0% | 0.0% | 195 | -3 | -0.21% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,351 | 57 | 0.0% | 0.0% | 196 | -1,000 | -42.54% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,189 | 50 | 0.0% | 0.0% | 197 | +234 | 24.5% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Reduced | 1,144 | 48 | 0.0% | 0.01% | 198 | -67 | -5.53% | Q1 2026 | Apr 06, 2026 |
| Clearstead Advisors, LLC | History | Added to | 1,090 | 46 | 0.0% | — | 199 | +1,089 | 108900.0% | Q1 2026 | May 06, 2026 |
| Blue Trust, Inc. | History | Reduced | 1,064 | 45 | 0.0% | 0.0% | 200 | -113 | -9.6% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | No change | 1,047 | 44 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Manchester Capital Management LLC | History | New | 760 | 32 | 0.0% | — | 202 | +760 | New | Q1 2026 | May 11, 2026 |
| Ares Financial Consulting, LLC | History | New | 590 | 25 | 0.02% | — | 204 | +590 | New | Q1 2026 | Apr 02, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 595 | 25 | 0.0% | 0.0% | 203 | -186 | -23.82% | Q1 2026 | May 11, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 532 | 22 | 0.0% | 0.0% | 205 | +62 | 13.19% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 467 | 20 | 0.0% | 0.0% | 206 | -374 | -44.47% | Q1 2026 | May 15, 2026 |
| Triumph Capital Management | History | No change | 454 | 19 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 439 | 18 | 0.0% | 0.01% | 208 | -5,138 | -92.13% | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Reduced | 369 | 15 | 0.0% | 0.0% | 209 | -1 | -0.27% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 330 | 14 | 0.0% | 0.0% | 211 | -207 | -38.55% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 343 | 14 | 0.0% | 0.0% | 210 | +7 | 2.08% | Q1 2026 | May 13, 2026 |
| Capital Advisors, Ltd. LLC | History | Added to | 295 | 13 | 0.0% | 0.0% | 212 | +6 | 2.08% | Q1 2026 | Apr 16, 2026 |
| Destiny Wealth Partners, LLC | History | New | 302 | 12 | 0.0% | — | 213 | +302 | New | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 267 | 11 | 0.0% | 0.0% | 214 | +106 | 65.84% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 249 | 10 | 0.0% | 0.0% | 216 | -900 | -78.33% | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | No change | 250 | 10 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 249 | 10 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Red Tortoise LLC | History | No change | 235 | 10 | 0.0% | 0.0% | 218 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| JPL Wealth Management, LLC | History | New | 228 | 9 | 0.0% | — | 219 | +228 | New | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 197 | 8 | 0.0% | 0.0% | 221 | -36 | -15.45% | Q1 2026 | May 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 198 | 8 | 0.0% | 0.0% | 220 | -6 | -2.94% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | Reduced | 183 | 7 | 0.0% | 0.0% | 222 | -107 | -36.9% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 160 | 6 | 0.0% | 0.0% | 224 | +23 | 16.79% | Q1 2026 | Apr 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 152 | 6 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 124 | 5 | 0.0% | 0.0% | 225 | -43 | -25.75% | Q1 2026 | Apr 13, 2026 |
| Basepoint Wealth LLC | History | Added to | 120 | 5 | 0.0% | 0.0% | 226 | +1 | 0.84% | Q1 2026 | May 07, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 117 | 4 | 0.0% | 0.0% | 227 | -132 | -53.01% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | Added to | 99 | 4 | 0.0% | 0.0% | 228 | +75 | 312.5% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 113 | 4 | 0.0% | 0.0% | 229 | -67 | -37.22% | Q1 2026 | May 21, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 80 | 3 | 0.0% | — | 234 | +80 | New | Q1 2026 | Apr 23, 2026 |
| Kilter Group LLC | History | New | 76 | 3 | 0.0% | — | 235 | +76 | New | Q1 2026 | May 14, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 71 | 3 | 0.0% | — | 236 | +71 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 71 | 3 | 0.0% | — | 232 | +70 | 7000.0% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 87 | 3 | 0.0% | 0.0% | 230 | +51 | 141.67% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 74 | 3 | 0.0% | 0.0% | 231 | -46 | -38.33% | Q1 2026 | May 15, 2026 |
| Private Wealth Management Group, LLC | History | No change | 73 | 3 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Valued Wealth Advisors LLC | History | New | 58 | 2 | 0.0% | — | 238 | +58 | New | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 50 | 2 | 0.0% | — | 237 | +50 | New | Q1 2026 | May 08, 2026 |
| True Wealth Design, LLC | History | Reduced | 44 | 1 | 0.0% | 0.0% | 242 | -4 | -8.33% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 239 | -3 | -11.11% | Q1 2026 | Apr 23, 2026 |
| Arax Advisory Partners | History | Reduced | 38 | 1 | 0.0% | 0.0% | 240 | -2 | -5.0% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | No change | 26 | 1 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -64,834 | -100.0% | Q1 2026 | May 11, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.41% | — | -41,618 | -100.0% | Q1 2026 | May 13, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -39,258 | -100.0% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -30,567 | -100.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,088 | -100.0% | Q1 2026 | May 06, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -19,201 | -100.0% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -18,500 | -100.0% | Q1 2026 | Apr 24, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -14,264 | -100.0% | Q1 2026 | May 07, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,136 | -100.0% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,354 | -100.0% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -10,785 | -100.0% | Q1 2026 | May 14, 2026 |
| Campbell & CO Investment Adviser LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -10,622 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.07% | — | -9,609 | -100.0% | Q1 2026 | May 12, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -9,302 | -100.0% | Q1 2026 | May 05, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -7,891 | -100.0% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -6,982 | -100.0% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | Closed out | 0 | 0 | — | 0.01% | — | -6,760 | -100.0% | Q1 2026 | Apr 29, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,538 | -100.0% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,444 | -100.0% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,138 | -100.0% | Q1 2026 | May 11, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -4,887 | -100.0% | Q1 2026 | May 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,650 | -100.0% | Q1 2026 | May 07, 2026 |
| M&T BANK CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,405 | -100.0% | Q1 2026 | May 12, 2026 |
| CFG Wealth Management Services, Inc. | History | Closed out | 0 | 0 | — | 0.07% | — | -1,580 | -100.0% | Q1 2026 | May 07, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -530 | -100.0% | Q1 2026 | May 11, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -500 | -100.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 07, 2026 |
| TOMPKINS FINANCIAL CORP | History | Closed out | 0 | 0 | — | — | — | -14 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Hughes Financial Services, LLC | History | Reduced | 3 | 0 | — | — | — | -13 | -81.25% | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 9 | 0 | — | — | — | -12 | -57.14% | Q1 2026 | Apr 20, 2026 |
| Bare Financial Services, Inc | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 20 | 0 | — | — | — | +9 | 81.82% | Q1 2026 | May 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 28, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 21, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 14 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Sunbelt Securities, Inc. | History | No change | 13 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Avion Wealth | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Covestor Ltd | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Fortitude Family Office, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |