H2O AMERICA - HTO
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 7,106,413 | 431,856 | 0.01% | 0.01% | 1 | +688,680 | 10.73% | Q2 2026 | Aug 07, 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. | History | Added to | 4,612,035 | 280,273 | 8.5% | 9.36% | 2 | +79,951 | 1.76% | Q2 2026 | Aug 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,995,839 | 121,287 | 0.02% | 0.02% | 3 | +382,268 | 23.69% | Q2 2026 | Aug 14, 2026 |
| ANTIPODES PARTNERS Ltd | History | Reduced | 1,759,602 | 106,931 | 1.96% | 2.54% | 4 | -489,427 | -21.76% | Q2 2026 | Aug 06, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | Reduced | 1,574,377 | 95,674 | 0.0% | 0.0% | 5 | -112,876 | -6.69% | Q2 2026 | Aug 13, 2026 |
| STATE STREET CORP | History | Added to | 1,554,683 | 94,478 | 0.0% | 0.0% | 6 | +123,532 | 8.63% | Q2 2026 | Aug 07, 2026 |
| Cerity Partners LLC | History | Reduced | 1,307,227 | 79,440 | 0.1% | 0.11% | 7 | -2,452 | -0.19% | Q2 2026 | Aug 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | Added to | 1,263,898 | 76,807 | 0.0% | 0.0% | 8 | +94,820 | 8.11% | Q2 2026 | Aug 13, 2026 |
| SOROS FUND MANAGEMENT LLC | History | Added to | 1,254,368 | 76,227 | 0.94% | 0.79% | 9 | +25,621 | 2.09% | Q2 2026 | Aug 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 1,168,734 | 71,023 | 0.04% | 0.03% | 10 | +256,839 | 28.17% | Q2 2026 | Aug 07, 2026 |
| Amundi | History | Reduced | 1,105,367 | 67,164 | 0.02% | 0.02% | 11 | -51,585 | -4.46% | Q2 2026 | Aug 11, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 992,465 | 60,323 | 0.0% | 0.0% | 12 | +95,389 | 10.63% | Q2 2026 | Aug 12, 2026 |
| Yaupon Capital Management LP | History | Reduced | 851,846 | 51,766 | 1.02% | 1.64% | 13 | -43,589 | -4.87% | Q2 2026 | Aug 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 806,493 | 49,010 | 0.04% | 0.01% | 14 | +556,161 | 222.17% | Q2 2026 | Aug 14, 2026 |
| Invesco Ltd. | History | Added to | 776,317 | 47,176 | 0.0% | 0.01% | 15 | +75,722 | 10.81% | Q2 2026 | Aug 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 714,601 | 43,426 | 0.01% | 0.01% | 16 | +9,256 | 1.31% | Q2 2026 | Aug 11, 2026 |
| KBC Group NV | History | Added to | 610,164 | 37,080 | 0.08% | 0.09% | 17 | +17,003 | 2.87% | Q2 2026 | Aug 05, 2026 |
| MORGAN STANLEY | History | Reduced | 589,652 | 35,833 | 0.0% | 0.0% | 18 | -191,549 | -24.52% | Q2 2026 | Aug 13, 2026 |
| Legal & General Group Plc | History | Added to | 571,546 | 34,791 | 0.01% | 0.01% | 19 | +28,064 | 5.16% | Q2 2026 | Aug 14, 2026 |
| Resolution Capital Ltd | History | Added to | 515,795 | 31,344 | 0.58% | 0.6% | 20 | +33,335 | 6.91% | Q2 2026 | Aug 14, 2026 |
| Zimmer Partners, LP | History | Reduced | 513,500 | 31,205 | 0.72% | 1.77% | 21 | -737,500 | -58.95% | Q2 2026 | Aug 14, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 504,368 | 30,650 | 0.09% | 0.08% | 22 | +94,718 | 23.12% | Q2 2026 | Aug 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 503,037 | 30,569 | 0.0% | 0.0% | 23 | +20,867 | 4.33% | Q2 2026 | Aug 14, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 494,524 | 30,170 | 0.02% | 0.03% | 24 | -92,416 | -15.75% | Q2 2026 | Aug 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 490,833 | 29,827 | 0.02% | 0.02% | 25 | -41,154 | -7.74% | Q2 2026 | Aug 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 436,328 | 26,515 | 0.0% | 0.0% | 26 | +94,285 | 27.57% | Q2 2026 | Aug 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 415,397 | 25,243 | 0.0% | 0.0% | 27 | +42,087 | 11.27% | Q2 2026 | Aug 13, 2026 |
| Nuveen, LLC | History | Added to | 337,662 | 20,519 | 0.0% | 0.0% | 28 | +105,570 | 45.49% | Q2 2026 | Aug 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 315,073 | 19,146 | 0.01% | 0.0% | 29 | +287,448 | 1040.54% | Q2 2026 | Aug 14, 2026 |
| COHEN & STEERS, INC. | History | Reduced | 310,870 | 18,892 | 0.03% | 0.16% | 30 | -1,297,094 | -80.67% | Q2 2026 | Aug 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | Added to | 253,621 | 15,412 | 0.0% | 0.0% | 31 | +12,665 | 5.26% | Q2 2026 | Aug 13, 2026 |
| MIROVA | History | Added to | 244,550 | 14,861 | 0.55% | 0.47% | 32 | +49,304 | 25.25% | Q2 2026 | Aug 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 215,916 | 13,121 | 0.0% | 0.0% | 33 | +44,264 | 25.79% | Q2 2026 | Aug 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 206,376 | 12,541 | 0.0% | 0.0% | 34 | +16,187 | 8.51% | Q2 2026 | Aug 06, 2026 |
| Ausbil Investment Management Ltd | History | Reduced | 203,028 | 12,331 | 5.58% | 7.1% | 35 | -41,254 | -16.89% | Q2 2026 | Jul 09, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 189,995 | 11,545 | 0.01% | 0.01% | 36 | +8,583 | 4.73% | Q2 2026 | Aug 04, 2026 |
| BW Gestao de Investimentos Ltda. | History | Reduced | 185,806 | 11,291 | 0.22% | 0.43% | 37 | -35,135 | -15.9% | Q2 2026 | Aug 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 183,553 | 11,154 | 0.03% | 0.03% | 38 | +700 | 0.38% | Q2 2026 | Aug 14, 2026 |
| Assenagon Asset Management S.A. | History | New | 179,910 | 10,933 | 0.01% | — | 39 | +179,910 | New | Q2 2026 | Jul 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 176,992 | 10,755 | 0.0% | 0.0% | 40 | -87,895 | -33.18% | Q2 2026 | Aug 14, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Added to | 175,972 | 10,693 | 0.1% | 0.07% | 41 | +64,177 | 57.41% | Q2 2026 | Aug 13, 2026 |
| Squarepoint Ops LLC | History | Added to | 170,129 | 10,338 | 0.01% | 0.01% | 42 | +64,487 | 61.04% | Q2 2026 | Aug 14, 2026 |
| UBS Group AG | History | Added to | 168,194 | 10,221 | 0.0% | 0.0% | 43 | +18,251 | 12.17% | Q2 2026 | Aug 13, 2026 |
| GABELLI FUNDS LLC | History | Added to | 162,779 | 9,892 | 0.06% | 0.06% | 44 | +13,132 | 8.78% | Q2 2026 | Aug 12, 2026 |
| NUANCE INVESTMENTS, LLC | History | Reduced | 154,446 | 9,385 | 1.6% | 3.2% | 45 | -237,200 | -60.56% | Q2 2026 | Aug 07, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 149,693 | 9,096 | 0.0% | 0.0% | 46 | +30,814 | 25.92% | Q2 2026 | Aug 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 136,071 | 8,269 | 0.0% | 0.0% | 47 | +4,375 | 3.32% | Q2 2026 | Aug 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 135,656 | 8,243 | 0.02% | 0.02% | 48 | +23,088 | 20.51% | Q2 2026 | Aug 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 135,525 | 8,235 | 0.0% | 0.0% | 49 | +96,350 | 245.95% | Q2 2026 | Aug 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 135,149 | 8,213 | 0.02% | 0.02% | 50 | +1,473 | 1.1% | Q2 2026 | Aug 13, 2026 |
| Rokos Capital Management LLP | History | No change | 135,116 | 8,209 | 0.03% | 0.06% | 51 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Vennlight Capital Management, LP | History | Reduced | 128,839 | 7,829 | 5.25% | 9.62% | 52 | -33,378 | -20.58% | Q2 2026 | Aug 14, 2026 |
| ProShare Advisors LLC | History | Added to | 127,660 | 7,757 | 0.01% | 0.01% | 53 | +11,805 | 10.19% | Q2 2026 | Aug 11, 2026 |
| River Road Asset Management, LLC | History | New | 126,659 | 7,697 | 0.09% | — | 54 | +126,659 | New | Q2 2026 | Jul 17, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 114,239 | 6,942 | 0.01% | 0.03% | 55 | -256,890 | -69.22% | Q2 2026 | Aug 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 111,566 | 6,779 | 0.02% | 0.03% | 56 | +35,452 | 46.58% | Q2 2026 | Aug 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 106,779 | 6,488 | 0.06% | 0.08% | 57 | -5,776 | -5.13% | Q2 2026 | Aug 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 103,854 | 6,311 | 0.0% | 0.01% | 58 | -6,792 | -6.14% | Q2 2026 | Aug 11, 2026 |
| REAVES W H & CO INC | History | No change | 100,000 | 6,077 | 0.09% | 0.1% | 59 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| Jump Financial, LLC | History | Added to | 98,963 | 6,013 | 0.05% | 0.01% | 60 | +92,163 | 1355.34% | Q2 2026 | Aug 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 96,174 | 5,844 | 0.31% | 0.19% | 61 | +34,813 | 56.73% | Q2 2026 | Aug 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 90,724 | 5,513 | 0.0% | 0.0% | 62 | +40,858 | 81.94% | Q2 2026 | Aug 13, 2026 |
| CIBC Bancorp USA Inc. | History | Added to | 89,828 | 5,458 | 0.01% | 0.01% | 63 | +499 | 0.56% | Q2 2026 | Aug 13, 2026 |
| Prospera Financial Services Inc | History | Reduced | 87,863 | 5,339 | 0.08% | 0.09% | 64 | -2,149 | -2.39% | Q2 2026 | Jul 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 79,081 | 4,805 | 0.0% | 0.0% | 65 | -10,750 | -11.97% | Q2 2026 | Aug 14, 2026 |
| Swiss National Bank | History | Added to | 77,600 | 4,715 | 0.0% | 0.0% | 66 | +4,800 | 6.59% | Q2 2026 | Aug 11, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 76,629 | 4,656 | 0.01% | 0.01% | 67 | -820 | -1.06% | Q2 2026 | Aug 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 74,057 | 4,500 | 0.01% | 0.0% | 68 | +32,097 | 76.49% | Q2 2026 | Aug 13, 2026 |
| Boston Trust Walden Corp | History | Reduced | 73,582 | 4,471 | 0.03% | 0.04% | 69 | -9,140 | -11.05% | Q2 2026 | Jul 24, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | No change | 72,314 | 4,394 | 0.03% | 0.04% | 70 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 71,917 | 4,370 | 0.03% | 0.0% | 71 | +65,863 | 1087.93% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 69,728 | 4,237 | 0.01% | 0.02% | 72 | -43,424 | -38.38% | Q2 2026 | Aug 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 68,605 | 4,162 | 0.01% | 0.01% | 73 | +9,992 | 17.05% | Q2 2026 | Aug 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 66,198 | 4,022 | 0.06% | 0.06% | 74 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 57,029 | 3,465 | 0.0% | 0.0% | 75 | -3,147 | -5.23% | Q2 2026 | Aug 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 56,697 | 3,445 | 0.02% | 0.02% | 76 | -3,407 | -5.67% | Q2 2026 | Jul 17, 2026 |
| E. Ohman J:or Asset Management AB | History | Added to | 55,208 | 3,369 | 0.08% | 0.08% | 77 | +4,021 | 7.86% | Q2 2026 | Jul 10, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Reduced | 53,661 | 3,260 | 1.53% | 1.72% | 78 | -1,383 | -2.51% | Q2 2026 | Aug 03, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 53,245 | 3,235 | 0.0% | 0.01% | 79 | -104,655 | -66.28% | Q2 2026 | Aug 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 51,863 | 3,151 | 0.02% | 0.02% | 80 | +14,948 | 40.49% | Q2 2026 | Aug 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 50,630 | 3,076 | 0.03% | 0.04% | 81 | -11,000 | -17.85% | Q2 2026 | Aug 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 49,413 | 3,003 | 0.0% | 0.0% | 82 | +9,224 | 22.95% | Q2 2026 | Aug 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 49,041 | 2,980 | 0.0% | 0.0% | 83 | +16,501 | 50.71% | Q2 2026 | Aug 14, 2026 |
| Clean Yield Group | History | Reduced | 46,155 | 2,804 | 0.7% | 0.77% | 84 | -263 | -0.57% | Q2 2026 | Aug 05, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 44,868 | 2,726 | 0.0% | 0.0% | 85 | +14,081 | 45.74% | Q2 2026 | Aug 24, 2026 |
| North Star Investment Management Corp. | History | No change | 44,800 | 2,722 | 0.15% | 0.16% | 86 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 43,011 | 2,613 | 0.01% | 0.02% | 87 | +1,102 | 2.63% | Q2 2026 | Aug 11, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 42,450 | 2,579 | 0.04% | 0.05% | 88 | +3,850 | 9.97% | Q2 2026 | Jul 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 41,801 | 2,452 | 0.0% | 0.0% | 89 | +2,100 | 5.29% | Q2 2026 | Aug 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 40,083 | 2,435 | 0.0% | 0.0% | 90 | +2,350 | 6.23% | Q2 2026 | Aug 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 39,133 | 2,379 | 0.0% | 0.01% | 91 | -13,447 | -25.57% | Q2 2026 | Aug 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 37,634 | 2,287 | 0.0% | 0.01% | 92 | -1,135,177 | -96.79% | Q2 2026 | Sep 02, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 37,401 | 2,272 | 0.1% | 0.16% | 93 | -22,056 | -37.1% | Q2 2026 | Aug 13, 2026 |
| Cetera Investment Advisers | History | Added to | 37,152 | 2,257 | 0.0% | 0.0% | 94 | +24,953 | 204.55% | Q2 2026 | Aug 12, 2026 |
| Headlands Technologies LLC | History | New | 36,827 | 2,237 | 0.24% | — | 95 | +36,827 | New | Q2 2026 | Aug 12, 2026 |
| South Dakota Investment Council | History | Added to | 34,375 | 2,089 | 0.04% | 0.04% | 96 | +475 | 1.4% | Q2 2026 | Aug 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 32,404 | 2,080 | 0.0% | 0.0% | 97 | -2,880 | -8.16% | Q2 2026 | Aug 12, 2026 |
| Corient Private Wealth LP | History | Added to | 33,311 | 2,024 | 0.0% | 0.0% | 98 | +17,851 | 115.47% | Q2 2026 | Aug 27, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Added to | 33,085 | 2,010 | 0.0% | 0.0% | 99 | +6,110 | 22.65% | Q2 2026 | Aug 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | Added to | 32,808 | 1,993 | 0.0% | 0.0% | 100 | +3,244 | 10.97% | Q2 2026 | Aug 13, 2026 |
| Bridgefront Capital, LLC | History | Added to | 30,464 | 1,851 | 0.49% | 0.07% | 101 | +25,483 | 511.6% | Q2 2026 | Aug 14, 2026 |
| Aquatic Capital Management LLC | History | New | 30,387 | 1,846 | 0.06% | — | 102 | +30,387 | New | Q2 2026 | Aug 14, 2026 |
| Quantbot Technologies LP | History | Reduced | 30,243 | 1,837 | 0.07% | 0.11% | 103 | -16,512 | -35.32% | Q2 2026 | Aug 12, 2026 |
| Atom Investors LP | History | New | 30,036 | 1,825 | 0.16% | — | 104 | +30,036 | New | Q2 2026 | Aug 14, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 29,734 | 1,806 | 0.01% | 0.01% | 105 | -276 | -0.92% | Q2 2026 | Aug 11, 2026 |
| Magellan Asset Management Ltd | History | No change | 29,063 | 1,766 | 0.04% | 0.02% | 106 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 27,811 | 1,690 | 0.1% | 0.11% | 107 | -130 | -0.47% | Q2 2026 | Aug 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 27,673 | 1,681 | 0.0% | 0.0% | 108 | -280 | -1.0% | Q2 2026 | Jul 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | Added to | 27,566 | 1,675 | 0.0% | 0.0% | 109 | +1,875 | 7.3% | Q2 2026 | Aug 13, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 26,511 | 1,611 | 0.0% | 0.01% | 110 | -89,432 | -77.13% | Q2 2026 | Aug 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 26,411 | 1,604 | 0.0% | 0.0% | 111 | +108 | 0.41% | Q2 2026 | Aug 14, 2026 |
| Man Group plc | History | New | 26,236 | 1,594 | 0.0% | — | 112 | +26,236 | New | Q2 2026 | Aug 14, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | New | 25,619 | 1,556 | 0.05% | — | 113 | +25,619 | New | Q2 2026 | Jul 23, 2026 |
| Baird Financial Group, Inc. | History | Added to | 25,269 | 1,535 | 0.0% | 0.0% | 114 | +947 | 3.89% | Q2 2026 | Aug 12, 2026 |
| Jain Global LLC | History | New | 25,175 | 1,529 | 0.01% | — | 115 | +25,175 | New | Q2 2026 | Aug 14, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Added to | 24,882 | 1,512 | 0.19% | 0.21% | 116 | +18 | 0.07% | Q2 2026 | Jul 10, 2026 |
| CoreCommodity Management, LLC | History | Added to | 24,261 | 1,474 | 0.29% | 0.25% | 117 | +1,510 | 6.64% | Q2 2026 | Aug 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 22,494 | 1,366 | 0.13% | 0.03% | 118 | +17,849 | 384.26% | Q2 2026 | Jul 31, 2026 |
| WESBANCO BANK INC | History | New | 22,400 | 1,361 | 0.03% | — | 119 | +22,400 | New | Q2 2026 | Jul 28, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 22,318 | 1,356 | 0.03% | 0.02% | 120 | +8,000 | 55.87% | Q2 2026 | Aug 13, 2026 |
| Vontobel Holding Ltd. | History | Added to | 22,239 | 1,351 | 0.0% | 0.0% | 121 | +38 | 0.17% | Q2 2026 | Aug 03, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 21,200 | 1,288 | 0.13% | 0.15% | 122 | -900 | -4.07% | Q2 2026 | Aug 05, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 21,145 | 1,284 | 0.01% | 0.0% | 123 | +9,007 | 74.2% | Q2 2026 | Aug 14, 2026 |
| CITIGROUP INC | History | Added to | 20,784 | 1,263 | 0.0% | 0.0% | 124 | +11,552 | 125.13% | Q2 2026 | Aug 03, 2026 |
| MetLife Investment Management, LLC | History | Added to | 20,610 | 1,252 | 0.01% | 0.01% | 125 | +2,095 | 11.32% | Q2 2026 | Aug 13, 2026 |
| Everstar Asset Management, LLC | History | Reduced | 20,061 | 1,219 | 0.59% | 0.64% | 126 | -304 | -1.49% | Q2 2026 | Aug 03, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Added to | 19,727 | 1,198 | 0.08% | 0.08% | 127 | +1,358 | 7.39% | Q2 2026 | Jul 31, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 19,663 | 1,194 | 0.0% | 0.0% | 128 | +6,434 | 48.64% | Q2 2026 | Aug 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 19,562 | 1,188 | 0.0% | 0.01% | 129 | -86,399 | -81.54% | Q2 2026 | Aug 06, 2026 |
| BARCLAYS PLC | History | Reduced | 19,442 | 1,181 | 0.0% | 0.0% | 130 | -5,148 | -20.94% | Q2 2026 | Aug 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 19,181 | 1,165 | 0.0% | 0.0% | 131 | +11,426 | 147.34% | Q2 2026 | Aug 11, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 19,163 | 1,164 | 0.01% | 0.01% | 132 | +3,154 | 19.7% | Q2 2026 | Aug 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 18,201 | 1,106 | 0.0% | 0.01% | 133 | -325,588 | -94.71% | Q2 2026 | Aug 14, 2026 |
| SG Americas Securities, LLC | History | Reduced | 17,247 | 1,048 | 0.0% | 0.0% | 134 | -13,442 | -43.8% | Q2 2026 | Aug 07, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 17,200 | 1,045 | 0.02% | 0.02% | 135 | +600 | 3.61% | Q2 2026 | Jul 21, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 17,086 | 1,038 | 0.0% | 0.0% | 136 | -23,544 | -57.95% | Q2 2026 | Aug 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | New | 16,671 | 1,013 | 0.0% | — | 137 | +16,671 | New | Q2 2026 | Aug 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 16,646 | 1,011 | 0.0% | — | 138 | +16,646 | New | Q2 2026 | Aug 03, 2026 |
| Mariner, LLC | History | Reduced | 16,614 | 1,009 | 0.0% | 0.0% | 139 | -31,375 | -65.38% | Q2 2026 | Aug 13, 2026 |
| Vanguard Global Advisers, LLC | History | Added to | 16,597 | 1,008 | 0.0% | 0.0% | 140 | +1,508 | 9.99% | Q2 2026 | Aug 13, 2026 |
| LPL Financial LLC | History | Added to | 16,370 | 994 | 0.0% | 0.0% | 141 | +6,089 | 59.23% | Q2 2026 | Aug 07, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 16,020 | 973 | 0.0% | 0.0% | 142 | +769 | 5.04% | Q2 2026 | Sep 09, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,810 | 961 | 0.0% | 0.0% | 143 | -4,030 | -20.31% | Q2 2026 | Jul 23, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 15,800 | 960 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 15,784 | 959 | 0.01% | 0.01% | 145 | -4,966 | -23.93% | Q2 2026 | Aug 12, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 15,947 | 935 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Jupiter Topco LLC | History | New | 14,947 | 908 | 0.0% | — | 147 | +14,947 | New | Q2 2026 | Aug 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 14,715 | 894 | 0.15% | — | 149 | +14,715 | New | Q2 2026 | Aug 04, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 14,725 | 894 | 0.0% | 0.0% | 148 | +1,395 | 10.47% | Q2 2026 | Aug 14, 2026 |
| Brooklyn Investment Group | History | No change | 15,103 | 886 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,545 | 883 | 0.0% | 0.0% | 151 | +1,222 | 9.17% | Q2 2026 | Aug 12, 2026 |
| Atria Investments, Inc | History | Reduced | 14,459 | 878 | 0.01% | 0.01% | 152 | -2,024 | -12.28% | Q2 2026 | Jul 28, 2026 |
| Creative Planning | History | Added to | 14,420 | 876 | 0.0% | 0.0% | 153 | +4,023 | 38.69% | Q2 2026 | Aug 13, 2026 |
| Rubicon Advisors, GP | History | No change | 14,194 | 862 | 0.63% | 0.72% | 154 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,986 | 849 | 0.01% | 0.01% | 155 | -5,490 | -28.19% | Q2 2026 | Jul 20, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 13,813 | 849 | 0.0% | 0.0% | 156 | +3,614 | 35.43% | Q2 2026 | Jul 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 13,069 | 794 | 0.0% | 0.0% | 157 | +1,700 | 14.95% | Q2 2026 | Jul 29, 2026 |
| Handelsbanken Fonder AB | History | Added to | 12,765 | 776 | 0.0% | 0.0% | 158 | +2,800 | 28.1% | Q2 2026 | Jul 10, 2026 |
| Ethic Inc. | History | Reduced | 12,742 | 774 | 0.01% | 0.02% | 159 | -14,291 | -52.87% | Q2 2026 | Jul 29, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 12,212 | 742 | 0.0% | 0.0% | 160 | -14,909 | -54.97% | Q2 2026 | Aug 14, 2026 |
| Abel Hall, LLC | History | Added to | 12,161 | 739 | 0.13% | 0.15% | 161 | +7 | 0.06% | Q2 2026 | Jul 24, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 12,106 | 735 | 0.0% | 0.0% | 162 | +4,423 | 57.57% | Q2 2026 | Aug 19, 2026 |
| Tidal Investments LLC | History | New | 12,006 | 729 | 0.0% | — | 163 | +12,006 | New | Q2 2026 | Aug 13, 2026 |
| Abacus Wealth Partners, LLC | History | Reduced | 11,682 | 709 | 0.07% | 0.07% | 164 | -2,117 | -15.34% | Q2 2026 | Jul 22, 2026 |
| Entropy Technologies, LP | History | New | 10,930 | 664 | 0.03% | — | 165 | +10,930 | New | Q2 2026 | Aug 13, 2026 |
| Virtue Capital Management, LLC | History | Reduced | 10,701 | 650 | 0.09% | 0.12% | 166 | -2,827 | -20.9% | Q2 2026 | Aug 05, 2026 |
| Arizona State Retirement System | History | Added to | 10,679 | 648 | 0.0% | 0.0% | 167 | +586 | 5.81% | Q2 2026 | Aug 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 10,596 | 643 | 0.0% | 0.0% | 168 | -410 | -3.73% | Q2 2026 | Aug 06, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,459 | 636 | 0.0% | 0.0% | 169 | -168 | -1.58% | Q2 2026 | Jul 23, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 10,450 | 635 | 0.0% | 0.0% | 170 | +1,587 | 17.91% | Q2 2026 | Jul 23, 2026 |
| FMR LLC | History | Added to | 10,231 | 621 | 0.0% | 0.0% | 171 | +1,564 | 18.05% | Q2 2026 | Aug 13, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 10,118 | 614 | 0.01% | 0.01% | 172 | +147 | 1.47% | Q2 2026 | Jul 16, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 10,099 | 613 | 0.0% | 0.0% | 173 | -25,684 | -71.78% | Q2 2026 | Aug 12, 2026 |
| FIFTH THIRD BANCORP | History | Reduced | 9,537 | 579 | 0.0% | 0.0% | 174 | -96 | -1.0% | Q2 2026 | Aug 05, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 9,429 | 573 | 0.0% | 0.0% | 175 | +455 | 5.07% | Q2 2026 | Aug 13, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 9,359 | 568 | 0.01% | 0.01% | 176 | -2,099 | -18.32% | Q2 2026 | Aug 13, 2026 |
| Loudon Investment Management, LLC | History | Added to | 9,230 | 560 | 0.27% | 0.2% | 177 | +3,000 | 48.15% | Q2 2026 | Aug 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 9,147 | 556 | 0.0% | 0.0% | 178 | +1,257 | 15.93% | Q2 2026 | Aug 14, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 9,138 | 555 | 0.0% | 0.0% | 179 | -83 | -0.9% | Q2 2026 | Jul 24, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,970 | 545 | 0.01% | 0.01% | 180 | +400 | 4.67% | Q2 2026 | Jul 28, 2026 |
| MARSHALL WACE, LLP | History | New | 8,791 | 534 | 0.0% | — | 181 | +8,791 | New | Q2 2026 | Aug 13, 2026 |
| CWM, LLC | History | No change | 9,043 | 530 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 8,531 | 523 | 0.17% | — | 183 | +8,531 | New | Q2 2026 | Aug 10, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 8,566 | 520 | 0.0% | 0.0% | 184 | +221 | 2.65% | Q2 2026 | Jul 31, 2026 |
| Lido Advisors, LLC | History | Added to | 8,381 | 509 | 0.0% | 0.0% | 186 | +281 | 3.47% | Q2 2026 | Aug 07, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,380 | 509 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 8,618 | 505 | 0.06% | 0.06% | 187 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,211 | 498 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,041 | 489 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 7,782 | 472 | 0.01% | 0.01% | 190 | -235 | -2.93% | Q2 2026 | Jul 13, 2026 |
| Pictet Asset Management Holding SA | History | No change | 7,654 | 465 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,420 | 450 | 0.0% | 0.0% | 192 | +207 | 2.87% | Q2 2026 | Aug 11, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 7,343 | 446 | 0.01% | 0.02% | 193 | -148 | -1.98% | Q2 2026 | Aug 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,070 | 429 | 0.0% | 0.0% | 194 | -880 | -11.07% | Q2 2026 | Aug 10, 2026 |
| Focus Partners Wealth | History | Added to | 6,902 | 419 | 0.0% | 0.0% | 195 | +2,783 | 67.56% | Q2 2026 | Aug 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 6,801 | 413 | 0.09% | — | 196 | +6,801 | New | Q2 2026 | Aug 13, 2026 |
| Ridgewood Investments LLC | History | Reduced | 6,763 | 410 | 0.15% | 0.25% | 197 | -3,560 | -34.49% | Q2 2026 | Aug 03, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,650 | 404 | 0.0% | 0.0% | 198 | -147 | -2.16% | Q2 2026 | Jul 20, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 6,524 | 396 | 0.0% | 0.0% | 199 | -14,690 | -69.25% | Q2 2026 | Aug 12, 2026 |
| Perigon Wealth Management, LLC | History | Reduced | 6,393 | 388 | 0.01% | 0.01% | 200 | -1,396 | -17.92% | Q2 2026 | Aug 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 6,356 | 386 | 0.0% | 0.0% | 201 | -30,438 | -82.73% | Q2 2026 | Aug 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 6,337 | 385 | 0.0% | — | 202 | +6,337 | New | Q2 2026 | Aug 13, 2026 |
| Advisor OS, LLC | History | Reduced | 6,089 | 370 | 0.02% | 0.03% | 203 | -87 | -1.41% | Q2 2026 | Aug 05, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,851 | 355 | 0.0% | 0.0% | 204 | -1,588 | -21.35% | Q2 2026 | Aug 05, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 5,808 | 352 | 0.0% | 0.0% | 205 | +1,809 | 45.24% | Q2 2026 | Jul 28, 2026 |
| Ballentine Partners, LLC | History | Added to | 5,725 | 347 | 0.0% | 0.0% | 206 | +1,843 | 47.48% | Q2 2026 | Jul 17, 2026 |
| Arax Advisory Partners | History | Added to | 5,609 | 340 | 0.0% | 0.0% | 207 | +5,387 | 2426.58% | Q2 2026 | Aug 10, 2026 |
| nVerses Capital, LLC | History | Reduced | 4,798 | 291 | 0.45% | 0.32% | 208 | -1,289 | -21.18% | Q2 2026 | Aug 04, 2026 |
| XPONANCE LLC | History | Added to | 4,724 | 287 | 0.0% | 0.0% | 209 | +520 | 12.37% | Q2 2026 | Aug 10, 2026 |
| Axxion S.A. | History | New | 4,499 | 273 | 0.02% | — | 210 | +4,499 | New | Q2 2026 | Aug 14, 2026 |
| XTX Topco Ltd | History | New | 4,401 | 267 | 0.0% | — | 211 | +4,401 | New | Q2 2026 | Aug 14, 2026 |
| Ellevest, Inc. | History | Reduced | 4,053 | 246 | 0.03% | 0.04% | 212 | -1,186 | -22.64% | Q2 2026 | Aug 10, 2026 |
| Nykredit A/S | History | New | 3,993 | 242 | 0.0% | — | 213 | +3,993 | New | Q2 2026 | Sep 08, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | New | 3,806 | 231 | 0.0% | — | 215 | +3,806 | New | Q2 2026 | Aug 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 3,795 | 231 | 0.01% | — | 214 | +3,795 | New | Q2 2026 | Aug 06, 2026 |
| Phillips Wealth Planners LLC | History | New | 3,679 | 227 | 0.17% | — | 217 | +3,679 | New | Q2 2026 | Aug 07, 2026 |
| CIBC Asset Management Inc | History | Added to | 3,749 | 227 | 0.0% | 0.0% | 216 | +318 | 9.27% | Q2 2026 | Aug 03, 2026 |
| Savant Capital, LLC | History | Reduced | 3,698 | 224 | 0.0% | 0.0% | 218 | -5 | -0.14% | Q2 2026 | Aug 10, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 3,621 | 220 | 0.0% | — | 219 | +3,621 | New | Q2 2026 | Aug 11, 2026 |
| BRIGHTON JONES LLC | History | Reduced | 3,594 | 218 | 0.0% | 0.01% | 220 | -480 | -11.78% | Q2 2026 | Aug 11, 2026 |
| ELCO Management Co., LLC | History | Reduced | 3,476 | 211 | 0.09% | 0.13% | 221 | -996 | -22.27% | Q2 2026 | Aug 10, 2026 |
| GAMMA Investing LLC | History | Reduced | 3,409 | 207 | 0.01% | 0.01% | 222 | -11 | -0.32% | Q2 2026 | Jul 07, 2026 |
| GREENLEAF TRUST | History | New | 3,400 | 206 | 0.0% | — | 223 | +3,400 | New | Q2 2026 | Jul 21, 2026 |
| CERTIOR FINANCIAL GROUP, LLC | History | New | 3,343 | 203 | 0.11% | — | 224 | +3,343 | New | Q2 2026 | Jul 20, 2026 |
| US BANCORP \DE\ | History | Added to | 3,260 | 198 | 0.0% | 0.0% | 225 | +1,385 | 73.87% | Q2 2026 | Aug 12, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 3,216 | 195 | 0.01% | 0.0% | 226 | +555 | 20.86% | Q2 2026 | Aug 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,958 | 179 | 0.0% | 0.0% | 227 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,872 | 175 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | Added to | 2,700 | 164 | 0.02% | 0.0% | 229 | +2,464 | 1044.07% | Q2 2026 | Aug 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,620 | 159 | 0.0% | 0.0% | 230 | -1,192 | -31.27% | Q2 2026 | Aug 07, 2026 |
| Larson Financial Group LLC | History | Added to | 2,337 | 142 | 0.0% | 0.0% | 231 | +323 | 16.04% | Q2 2026 | Aug 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,077 | 126 | 0.0% | 0.01% | 232 | -1,675 | -44.64% | Q2 2026 | Aug 11, 2026 |
| Global Retirement Partners, LLC | History | New | 1,687 | 102 | 0.0% | — | 233 | +1,687 | New | Q2 2026 | Aug 06, 2026 |
| SouthState Bank Corp | History | No change | 1,635 | 99 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,436 | 87 | 0.0% | 0.0% | 235 | -16 | -1.1% | Q2 2026 | Jul 20, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,265 | 76 | 0.0% | 0.0% | 236 | +245 | 24.02% | Q2 2026 | Aug 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,132 | 68 | 0.0% | 0.0% | 237 | -1,001 | -46.93% | Q2 2026 | Aug 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,004 | 61 | 0.0% | 0.0% | 238 | +172 | 20.67% | Q2 2026 | Jul 17, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | No change | 1,000 | 60 | 0.02% | 0.02% | 239 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| Versant Capital Management, Inc | History | Added to | 980 | 59 | 0.01% | 0.0% | 240 | +177 | 22.04% | Q2 2026 | Jul 02, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 863 | 52 | 0.01% | 0.0% | 242 | +839 | 3495.83% | Q2 2026 | Aug 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 858 | 52 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Hughes Financial Services, LLC | History | Added to | 855 | 51 | 0.01% | 0.01% | 243 | +3 | 0.35% | Q2 2026 | Jul 20, 2026 |
| BESSEMER GROUP INC | History | Added to | 751 | 46 | 0.0% | 0.0% | 244 | +90 | 13.62% | Q2 2026 | Aug 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 754 | 45 | 0.0% | 0.0% | 245 | -157 | -17.23% | Q2 2026 | Jul 24, 2026 |
| Sterling Capital Management LLC | History | Reduced | 714 | 43 | 0.0% | 0.0% | 246 | -391 | -35.38% | Q2 2026 | Jul 28, 2026 |
| Bayforest Capital Ltd | History | New | 691 | 41 | 0.04% | — | 249 | +691 | New | Q2 2026 | Aug 05, 2026 |
| Allworth Financial LP | History | Added to | 683 | 41 | 0.0% | 0.0% | 248 | +240 | 54.18% | Q2 2026 | Aug 11, 2026 |
| Estabrook Capital Management | History | Added to | 679 | 41 | 0.01% | 0.0% | 247 | +178 | 35.53% | Q2 2026 | Aug 13, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 660 | 40 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 629 | 38 | 0.0% | 0.0% | 252 | +11 | 1.78% | Q2 2026 | Aug 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 628 | 38 | 0.0% | 0.0% | 251 | +8 | 1.29% | Q2 2026 | Aug 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 602 | 36 | 0.0% | 0.0% | 253 | -4,685 | -88.61% | Q2 2026 | Aug 17, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 575 | 34 | 0.0% | 0.0% | 255 | +155 | 36.9% | Q2 2026 | Aug 07, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 557 | 34 | 0.0% | 0.0% | 254 | +82 | 17.26% | Q2 2026 | Aug 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 528 | 32 | 0.0% | 0.0% | 256 | +39 | 7.98% | Q2 2026 | Aug 14, 2026 |
| Salomon & Ludwin, LLC | History | No change | 479 | 29 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Glen Eagle Advisors, LLC | History | No change | 406 | 24 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 381 | 23 | 0.0% | 0.0% | 259 | -310 | -44.86% | Q2 2026 | Aug 10, 2026 |
| Essential Partners LLC | History | Reduced | 348 | 21 | 0.01% | 0.04% | 261 | -1,849 | -84.16% | Q2 2026 | Aug 10, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 352 | 21 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | New | 314 | 19 | 0.0% | — | 262 | +314 | New | Q2 2026 | Aug 10, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 310 | 18 | 0.0% | 0.0% | 263 | -74 | -19.27% | Q2 2026 | Aug 14, 2026 |
| SIGNATUREFD, LLC | History | Added to | 292 | 17 | 0.0% | 0.0% | 266 | +205 | 235.63% | Q2 2026 | Jul 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 273 | 17 | 0.0% | 0.0% | 264 | -24 | -8.08% | Q2 2026 | Aug 07, 2026 |
| AdvisorNet Financial, Inc | History | No change | 285 | 17 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Costello Asset Management, INC | History | No change | 259 | 15 | 0.0% | 0.01% | 267 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Smartleaf Asset Management LLC | History | No change | 233 | 14 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| COMPASS FINANCIAL MANAGEMENT LLC | History | New | 217 | 13 | 0.0% | — | 269 | +217 | New | Q2 2026 | Aug 12, 2026 |
| Inspire Investing, LLC | History | Reduced | 201 | 12 | 0.0% | 0.02% | 270 | -3,418 | -94.45% | Q2 2026 | Aug 12, 2026 |
| SHP Wealth Management | History | No change | 200 | 12 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 181 | 11 | 0.0% | 0.0% | 272 | +20 | 12.42% | Q2 2026 | Sep 04, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 184 | 11 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| TORONTO DOMINION BANK | History | New | 174 | 10 | 0.0% | — | 274 | +174 | New | Q2 2026 | Aug 14, 2026 |
| Bare Financial Services, Inc | History | No change | 155 | 9 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 129 | 7 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q2 2026 | Jul 02, 2026 |
| UMB Bank, n.a. | History | Added to | 112 | 6 | 0.0% | 0.0% | 277 | +26 | 30.23% | Q2 2026 | Aug 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 89 | 5 | 0.0% | 0.0% | 279 | +18 | 25.35% | Q2 2026 | Aug 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 97 | 5 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| Owl Creek Wealth Partners LLC | History | No change | 90 | 5 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| Anchor Investment Management, LLC | History | New | 54 | 3 | 0.0% | — | 283 | +54 | New | Q2 2026 | Sep 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 62 | 3 | 0.0% | 0.0% | 281 | +6 | 10.71% | Q2 2026 | Aug 06, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 56 | 3 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 43 | 2 | 0.0% | — | 284 | +36 | 514.29% | Q2 2026 | Jul 22, 2026 |
| Fortitude Family Office, LLC | History | No change | 40 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 26 | 1 | 0.0% | 0.0% | 289 | -57 | -68.67% | Q2 2026 | Jul 22, 2026 |
| Clearstead Advisors, LLC | History | New | 32 | 1 | 0.0% | — | 294 | +32 | New | Q2 2026 | Aug 06, 2026 |
| Covestor Ltd | History | Reduced | 13 | 1 | 0.0% | 0.0% | 290 | -8 | -38.1% | Q2 2026 | Aug 07, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 24 | 1 | 0.0% | 0.0% | 287 | +6 | 33.33% | Q2 2026 | Jul 10, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 1 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q2 2026 | Jul 20, 2026 |
| CVA Family Office, LLC | History | No change | 28 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| True Wealth Design, LLC | History | No change | 17 | 1 | 0.0% | — | 291 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| JPL Wealth Management, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Sankala Group LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q2 2026 | Aug 18, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -108,442 | -100.0% | Q2 2026 | Aug 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -101,146 | -100.0% | Q2 2026 | Aug 03, 2026 |
| Ghisallo Capital Management LLC | History | Closed out | 0 | 0 | — | 0.16% | — | -100,000 | -100.0% | Q2 2026 | Aug 14, 2026 |
| Swiss Life Asset Management Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -75,670 | -100.0% | Q2 2026 | Jul 29, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,668 | -100.0% | Q2 2026 | Aug 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,034 | -100.0% | Q2 2026 | Aug 14, 2026 |