HEALTHSTREAM INC - HSTM
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 | 3,851,929 | 79,773 | 0.0% | 0.0% | 1 | +219,554 | 6.04% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,536,901 | 58,526 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,456,043 | 30,156 | 0.01% | 0.01% | 3 | +87,177 | 6.37% | Q1 2026 | May 07, 2026 |
| Copeland Capital Management, LLC | History | Added to | 1,276,739 | 26,441 | 0.59% | 0.46% | 4 | +389,186 | 43.85% | Q1 2026 | May 06, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,047,927 | 21,702 | 0.0% | — | 5 | +1,047,927 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 995,557 | 20,617 | 0.0% | 0.0% | 6 | +15,289 | 1.56% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 921,846 | 19,091 | 0.0% | — | 7 | +921,846 | New | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 844,420 | 17,487 | 0.01% | 0.01% | 8 | +624,865 | 284.61% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 714,747 | 14,804 | 0.0% | 0.0% | 9 | -43,256 | -5.71% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 477,848 | 9,896 | 0.02% | 0.02% | 10 | +2,380 | 0.5% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 453,738 | 9,569 | 0.0% | 0.0% | 11 | +841 | 0.19% | Q1 2026 | May 13, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 425,698 | 8,816 | 0.01% | 0.02% | 12 | +12,000 | 2.9% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 377,945 | 7,827 | 0.0% | 0.0% | 13 | +65,806 | 21.08% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 368,986 | 7,641 | 0.0% | 0.0% | 14 | +115,174 | 45.38% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 361,677 | 7,490 | 0.0% | 0.0% | 15 | +11,824 | 3.38% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 348,730 | 7,214 | 0.01% | 0.03% | 16 | -498,774 | -58.85% | Q1 2026 | May 13, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 313,359 | 6,489 | 0.01% | 0.01% | 17 | -27,152 | -7.97% | Q1 2026 | Apr 21, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 288,179 | 5,968 | 0.03% | 0.02% | 18 | +84,076 | 41.19% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 274,458 | 5,684 | 0.0% | 0.0% | 19 | +120,323 | 78.06% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 265,644 | 5,501 | 0.0% | 0.0% | 20 | +24,861 | 10.33% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 234,900 | 5,419 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Invenomic Capital Management LP | History | New | 240,370 | 4,978 | 0.23% | — | 22 | +240,370 | New | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 223,637 | 4,631 | 0.0% | 0.0% | 23 | -5,596 | -2.44% | Q1 2026 | May 05, 2026 |
| Creative Planning | History | Added to | 218,186 | 4,518 | 0.0% | 0.0% | 24 | +158,924 | 268.17% | Q1 2026 | May 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 215,229 | 4,457 | 0.02% | 0.02% | 25 | +1,480 | 0.69% | Q1 2026 | May 14, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 199,631 | 4,134 | 0.0% | 0.0% | 26 | +81,815 | 69.44% | Q1 2026 | May 04, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 195,241 | 4,043 | 0.09% | 0.09% | 27 | +3,531 | 1.84% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | Added to | 195,023 | 4,038 | 0.01% | 0.01% | 28 | +125,538 | 180.67% | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 177,679 | 3,679 | 0.0% | 0.0% | 29 | +25,988 | 17.13% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 175,630 | 3,637 | 0.0% | 0.0% | 30 | +111,123 | 172.27% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 175,150 | 3,627 | 0.0% | 0.0% | 31 | -29,748 | -14.52% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 161,294 | 3,340 | 0.0% | — | 32 | +161,294 | New | Q1 2026 | May 08, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 157,208 | 3,255 | 0.01% | 0.0% | 33 | +114,511 | 268.19% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 152,382 | 3,155 | 0.0% | 0.0% | 34 | +10,137 | 7.13% | Q1 2026 | May 04, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 151,183 | 3,130 | 0.01% | 0.02% | 35 | -71,392 | -32.08% | Q1 2026 | Apr 30, 2026 |
| HERALD INVESTMENT MANAGEMENT Ltd | History | Reduced | 150,000 | 3,108 | 0.43% | 0.6% | 36 | -50,000 | -25.0% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 146,400 | 3,031 | 0.0% | 0.0% | 37 | -48,466 | -24.87% | Q1 2026 | May 13, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 131,563 | 2,724 | 0.0% | 0.0% | 38 | +2,608 | 2.02% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Added to | 123,627 | 2,560 | 0.26% | 0.21% | 39 | +46,601 | 60.5% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 111,820 | 2,315 | 0.0% | 0.0% | 40 | +39,735 | 55.12% | Q1 2026 | May 05, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 107,436 | 2,225 | 0.01% | 0.01% | 41 | -20,090 | -15.75% | Q1 2026 | May 13, 2026 |
| CONNORS INVESTOR SERVICES INC | History | Added to | 98,119 | 2,032 | 0.19% | 0.19% | 42 | +594 | 0.61% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 96,979 | 2,008 | 0.0% | 0.0% | 43 | +15,478 | 18.99% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 95,704 | 1,982 | 0.0% | 0.0% | 44 | -1,183 | -1.22% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Added to | 88,758 | 1,838 | 0.02% | 0.01% | 45 | +61,627 | 227.15% | Q1 2026 | May 15, 2026 |
| Pinnacle Financial Partners, Inc. | History | No change | 82,997 | 1,718 | 0.01% | 0.01% | 46 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 80,636 | 1,669 | 0.0% | 0.0% | 47 | +25,162 | 45.36% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 80,265 | 1,662 | 0.0% | 0.0% | 48 | +28,894 | 56.25% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 78,765 | 1,631 | 0.0% | 0.0% | 49 | +52,974 | 205.4% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 76,202 | 1,578 | 0.0% | 0.0% | 50 | -6,661 | -8.04% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 72,988 | 1,511 | 0.23% | 0.26% | 51 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 70,705 | 1,464 | 0.0% | 0.0% | 52 | +25,430 | 56.17% | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | No change | 67,229 | 1,392 | 0.06% | 0.07% | 53 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 66,356 | 1,374 | 0.0% | 0.0% | 54 | +1,402 | 2.16% | Q1 2026 | May 12, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 63,233 | 1,309 | 0.07% | 0.03% | 55 | +33,888 | 115.48% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 58,987 | 1,221 | 0.0% | 0.0% | 56 | -6,971 | -10.57% | Q1 2026 | May 08, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 58,842 | 1,218 | 0.0% | 0.0% | 57 | +27,758 | 89.3% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Added to | 58,044 | 1,202 | 0.02% | 0.01% | 58 | +26,793 | 85.73% | Q1 2026 | May 15, 2026 |
| AM INVESTMENT STRATEGIES LLC | History | Reduced | 57,738 | 1,196 | 0.26% | 0.28% | 59 | -1 | -0.0% | Q1 2026 | Apr 29, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 56,063 | 1,161 | 0.0% | 0.0% | 60 | +28,873 | 106.19% | Q1 2026 | May 08, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 55,957 | 1,158 | 0.02% | 0.03% | 61 | -1,889 | -3.27% | Q1 2026 | Apr 30, 2026 |
| Quantbot Technologies LP | History | Added to | 54,180 | 1,122 | 0.05% | 0.0% | 62 | +49,974 | 1188.16% | Q1 2026 | May 13, 2026 |
| Bridge City Capital, LLC | History | Reduced | 53,449 | 1,106 | 0.31% | 0.37% | 63 | -856 | -1.58% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 51,751 | 1,071 | 0.0% | 0.0% | 64 | +344 | 0.67% | Q1 2026 | Apr 30, 2026 |
| Quantinno Capital Management LP | History | Added to | 50,169 | 1,039 | 0.0% | 0.0% | 65 | +37,088 | 283.53% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 50,100 | 1,037 | 0.0% | 0.0% | 66 | +9,800 | 24.32% | Q1 2026 | Apr 29, 2026 |
| Swiss National Bank | History | No change | 47,200 | 977 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 46,211 | 957 | 0.0% | 0.0% | 68 | -10,694 | -18.79% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 43,385 | 898 | 0.0% | 0.0% | 69 | +32,107 | 284.69% | Q1 2026 | May 11, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 42,732 | 884 | 0.0% | 0.0% | 70 | +5,282 | 14.1% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Reduced | 39,798 | 824 | 0.0% | 0.0% | 71 | -726 | -1.79% | Q1 2026 | Apr 16, 2026 |
| AlphaQuest LLC | History | No change | 35,313 | 814 | 0.05% | 0.05% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 37,703 | 780 | 0.02% | 0.02% | 73 | -1,198 | -3.08% | Q1 2026 | May 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 37,300 | 772 | 0.0% | 0.0% | 74 | +1,200 | 3.32% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 33,963 | 703 | 0.0% | 0.0% | 75 | +1,292 | 3.95% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 32,376 | 670 | 0.0% | — | 76 | +32,376 | New | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | New | 31,872 | 660 | 0.01% | — | 77 | +31,872 | New | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 29,686 | 614 | 0.0% | 0.0% | 78 | +20,405 | 219.86% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 29,536 | 612 | 0.0% | 0.0% | 79 | +4,239 | 16.76% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 28,185 | 583 | 0.0% | 0.0% | 80 | +450 | 1.62% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 23,300 | 537 | 0.0% | 0.0% | 81 | -881 | -3.64% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 24,802 | 513 | 0.04% | 0.15% | 82 | -47,720 | -65.8% | Q1 2026 | Apr 23, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 24,453 | 506 | 0.0% | 0.0% | 83 | +2,250 | 10.13% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Reduced | 22,501 | 465 | 0.0% | 0.0% | 84 | -27,449 | -54.95% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | Reduced | 22,148 | 458 | 0.12% | 0.16% | 85 | -3,665 | -14.2% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 21,763 | 450 | 0.0% | 0.0% | 86 | +12,320 | 130.47% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 21,253 | 440 | 0.0% | 0.0% | 87 | -968 | -4.36% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 20,908 | 433 | 0.0% | 0.0% | 88 | +515 | 2.53% | Q1 2026 | May 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,931 | 433 | 0.0% | 0.0% | 89 | -177 | -0.84% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 20,782 | 430 | 0.13% | 0.24% | 90 | -5,795 | -21.8% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 20,506 | 424 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 20,326 | 420 | 0.0% | 0.0% | 92 | +8,782 | 76.07% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 19,013 | 394 | 0.0% | 0.0% | 93 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 18,752 | 388 | 0.01% | — | 94 | +18,752 | New | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 16,801 | 347 | 0.02% | 0.0% | 95 | +13,152 | 360.43% | Q1 2026 | Apr 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,842 | 328 | 0.0% | 0.0% | 96 | -467 | -2.86% | Q1 2026 | May 01, 2026 |
| Amundi | History | Reduced | 15,691 | 324 | 0.0% | 0.0% | 97 | -5,156 | -24.73% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | New | 15,533 | 321 | 0.0% | — | 98 | +15,533 | New | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 15,033 | 311 | 0.0% | — | 99 | +15,033 | New | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 14,885 | 308 | 0.0% | — | 100 | +14,885 | New | Q1 2026 | May 08, 2026 |
| nVerses Capital, LLC | History | New | 14,768 | 305 | 0.28% | — | 101 | +14,768 | New | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 14,577 | 301 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | New | 13,875 | 287 | 0.01% | — | 103 | +13,875 | New | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Added to | 13,780 | 286 | 0.0% | 0.0% | 104 | +4,296 | 45.3% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | Added to | 13,717 | 284 | 0.01% | 0.01% | 105 | +1,480 | 12.09% | Q1 2026 | Apr 16, 2026 |
| STRS OHIO | History | No change | 13,700 | 283 | 0.0% | 0.0% | 106 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 13,634 | 282 | 0.0% | 0.0% | 107 | +3,730 | 37.66% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 13,506 | 279 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 13,379 | 277 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | New | 12,723 | 263 | 0.0% | — | 111 | +12,723 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 12,701 | 263 | 0.0% | 0.0% | 110 | -894 | -6.58% | Q1 2026 | Apr 27, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 12,672 | 262 | 0.0% | — | 113 | +12,672 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 12,687 | 262 | 0.0% | 0.0% | 112 | -7,207 | -36.23% | Q1 2026 | May 11, 2026 |
| Vestcor Inc | History | No change | 12,458 | 258 | 0.01% | 0.01% | 114 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | New | 12,371 | 256 | 0.0% | — | 115 | +12,371 | New | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 12,016 | 248 | 0.0% | 0.0% | 116 | -1,101 | -8.39% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 11,819 | 244 | 0.0% | — | 118 | +11,819 | New | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,818 | 244 | 0.0% | — | 117 | +11,790 | 42107.14% | Q1 2026 | May 01, 2026 |
| Snowden Capital Advisors LLC | History | Added to | 11,666 | 241 | 0.01% | 0.01% | 119 | +2,085 | 21.76% | Q1 2026 | May 14, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,946 | 226 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Man Group plc | History | Reduced | 10,892 | 225 | 0.0% | 0.0% | 121 | -39,826 | -78.52% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,500 | 217 | 0.0% | 0.0% | 122 | -400 | -3.67% | Q1 2026 | Apr 20, 2026 |
| Aquatic Capital Management LLC | History | New | 10,160 | 210 | 0.01% | — | 123 | +10,160 | New | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 9,981 | 206 | 0.01% | — | 124 | +9,981 | New | Q1 2026 | Apr 29, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,951 | 185 | 0.0% | 0.0% | 125 | -17,535 | -66.2% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 8,772 | 181 | 0.0% | — | 126 | +8,772 | New | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 7,819 | 180 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 8,407 | 174 | 0.0% | 0.0% | 128 | +2,000 | 31.22% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,099 | 147 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,792 | 140 | 0.0% | 0.0% | 130 | +2,693 | 65.7% | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 6,540 | 135 | 0.0% | 0.0% | 131 | +1,231 | 23.19% | Q1 2026 | May 12, 2026 |
| State of Wyoming | History | New | 6,398 | 132 | 0.02% | — | 132 | +6,398 | New | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,967 | 124 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,522 | 114 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 5,427 | 112 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 5,015 | 103 | 0.05% | 0.05% | 136 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 4,856 | 100 | 0.0% | — | 137 | +4,856 | New | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 4,391 | 90 | 0.0% | 0.0% | 138 | -32,741 | -88.17% | Q1 2026 | May 14, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 4,142 | 87 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 3,925 | 81 | 0.0% | — | 140 | +3,925 | New | Q1 2026 | May 07, 2026 |
| Ensign Peak Advisors, Inc | History | New | 3,350 | 69 | 0.0% | — | 141 | +3,350 | New | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,212 | 66 | 0.0% | 0.0% | 142 | +2,357 | 275.67% | Q1 2026 | May 13, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 2,606 | 53 | 0.0% | 0.0% | 143 | -11,027 | -80.88% | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,246 | 46 | 0.0% | 0.0% | 144 | +14 | 0.63% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,048 | 42 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 1,833 | 37 | 0.0% | 0.0% | 146 | +959 | 109.73% | Q1 2026 | May 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 1,638 | 33 | 0.0% | 0.0% | 147 | +143 | 9.57% | Q1 2026 | May 15, 2026 |
| DELTA ASSET MANAGEMENT LLC/TN | History | No change | 1,400 | 28 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,196 | 25 | 0.0% | — | 149 | +1,196 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,177 | 24 | 0.0% | — | 150 | +1,177 | New | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,131 | 23 | 0.0% | 0.0% | 151 | +78 | 7.41% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 924 | 19 | 0.0% | 0.0% | 152 | -7 | -0.75% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 782 | 16 | 0.0% | 0.0% | 154 | +594 | 315.96% | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | Reduced | 777 | 16 | 0.0% | 0.0% | 153 | -135 | -14.8% | Q1 2026 | May 13, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 586 | 14 | 0.0% | 0.0% | 156 | +263 | 81.42% | Q1 2026 | May 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 699 | 14 | 0.0% | 0.0% | 155 | +92 | 15.16% | Q1 2026 | Apr 30, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 613 | 12 | 0.0% | — | 158 | +613 | New | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 581 | 12 | 0.0% | 0.0% | 157 | +3 | 0.52% | Q1 2026 | Apr 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 524 | 11 | 0.0% | 0.0% | 159 | -800 | -60.42% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 554 | 11 | 0.0% | 0.0% | 160 | +443 | 399.1% | Q1 2026 | May 11, 2026 |
| Sterling Capital Management LLC | History | Reduced | 523 | 10 | 0.0% | 0.0% | 161 | -336 | -39.12% | Q1 2026 | Apr 22, 2026 |
| WealthCollab, LLC | History | New | 437 | 9 | 0.0% | — | 162 | +437 | New | Q1 2026 | May 13, 2026 |
| Covestor Ltd | History | Added to | 348 | 8 | 0.01% | 0.0% | 163 | +33 | 10.48% | Q1 2026 | May 05, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 246 | 5 | 0.0% | 0.0% | 165 | -959 | -79.59% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | Added to | 260 | 5 | 0.0% | 0.0% | 164 | +197 | 312.7% | Q1 2026 | May 11, 2026 |
| Parallel Advisors, LLC | History | Reduced | 224 | 4 | 0.0% | 0.0% | 167 | -472 | -67.82% | Q1 2026 | May 07, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 139 | 4 | 0.0% | — | 169 | +139 | New | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 210 | 4 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 196 | 4 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 168 | 3 | 0.0% | 0.14% | 170 | -80,594 | -99.79% | Q1 2026 | Apr 28, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 160 | 3 | 0.0% | — | 173 | +160 | New | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 169 | 3 | 0.0% | — | 171 | +143 | 550.0% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 154 | 3 | 0.0% | — | 172 | +135 | 710.53% | Q1 2026 | Apr 07, 2026 |
| Bare Financial Services, Inc | History | New | 121 | 2 | 0.0% | — | 176 | +121 | New | Q1 2026 | May 14, 2026 |
| JPL Wealth Management, LLC | History | New | 101 | 2 | 0.0% | — | 177 | +101 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 117 | 2 | 0.0% | — | 175 | +89 | 317.86% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | Reduced | 110 | 2 | 0.0% | 0.0% | 174 | -14 | -11.29% | Q1 2026 | Apr 30, 2026 |
| US BANCORP \DE\ | History | Reduced | 91 | 1 | 0.0% | 0.0% | 178 | -467 | -83.69% | Q1 2026 | May 14, 2026 |
| WPG Advisers, LLC | History | New | 85 | 1 | 0.0% | — | 185 | +85 | New | Q1 2026 | Apr 29, 2026 |
| Optiver Holding B.V. | History | Reduced | 84 | 1 | 0.0% | 0.0% | 182 | -66 | -44.0% | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 74 | 1 | 0.0% | — | 180 | +60 | 428.57% | Q1 2026 | May 13, 2026 |
| Whipplewood Advisors, LLC | History | New | 53 | 1 | 0.0% | — | 184 | +53 | New | Q1 2026 | Apr 30, 2026 |
| Kilter Group LLC | History | Added to | 60 | 1 | 0.0% | — | 183 | +29 | 93.55% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 96 | 1 | 0.0% | 0.0% | 181 | +19 | 24.68% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 44 | 1 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | History | Closed out | 0 | 0 | — | 0.61% | — | -451,794 | -100.0% | Q1 2026 | May 15, 2026 |
| Stephens Investment Management Group LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -315,291 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -223,037 | -100.0% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -95,184 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -81,964 | -100.0% | Q1 2026 | May 15, 2026 |
| HEARTLAND ADVISORS INC | History | Closed out | 0 | 0 | — | 0.06% | — | -50,906 | -100.0% | Q1 2026 | May 06, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -37,749 | -100.0% | Q1 2026 | May 08, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -27,867 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.03% | — | -20,172 | -100.0% | Q1 2026 | May 07, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -17,287 | -100.0% | Q1 2026 | Apr 23, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -17,263 | -100.0% | Q1 2026 | Apr 16, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,059 | -100.0% | Q1 2026 | May 08, 2026 |
| Gotham Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,778 | -100.0% | Q1 2026 | May 15, 2026 |
| SEIZERT CAPITAL PARTNERS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,776 | -100.0% | Q1 2026 | May 07, 2026 |
| MANGROVE PARTNERS IM, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -8,694 | -100.0% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -6,806 | -100.0% | Q1 2026 | May 08, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -1,378 | -100.0% | Q1 2026 | May 07, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -1,100 | -100.0% | Q1 2026 | May 12, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -661 | -100.0% | Q1 2026 | May 12, 2026 |
| Banque Cantonale Vaudoise | History | Closed out | 0 | 0 | — | 0.0% | — | -523 | -100.0% | Q1 2026 | Apr 20, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -323 | -100.0% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 25 | 0 | — | 0.0% | — | -232 | -90.27% | Q1 2026 | May 15, 2026 |
| Plante Moran Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -220 | -100.0% | Q1 2026 | May 05, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -214 | -100.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -196 | -100.0% | Q1 2026 | May 14, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -81 | -100.0% | Q1 2026 | May 06, 2026 |
| Physician Wealth Advisors, Inc. | History | Closed out | 0 | 0 | — | — | — | -40 | -100.0% | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 34 | 0 | — | — | — | +34 | New | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 33 | 0 | — | — | — | +33 | New | Q1 2026 | Apr 24, 2026 |
| Ankerstar Wealth, LLC | History | New | 29 | 0 | — | — | — | +29 | New | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 15, 2026 |
| Avion Wealth | History | Closed out | 0 | 0 | — | — | — | -23 | -100.0% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | Apr 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 11 | 0 | — | — | — | +11 | New | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 12 | 0 | — | — | — | +7 | 140.0% | Q1 2026 | Apr 21, 2026 |
| SJS Investment Consulting Inc. | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 23, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Hughes Financial Services, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MCF Advisors LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | No change | 41 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| SBI Securities Co., Ltd. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| MidFirst Bank | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |