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 | Reduced | 6,417,733 | 376,528 | 0.01% | 0.01% | 1 | -237,447 | -3.57% | Q1 2026 | May 13, 2026 |
| ATLAS Infrastructure Partners (UK) Ltd. | History | Added to | 4,532,084 | 265,897 | 9.36% | 1.43% | 2 | +3,948,004 | 675.94% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,731,868 | 133,834 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ANTIPODES PARTNERS Ltd | History | Added to | 2,249,029 | 131,950 | 2.54% | 0.39% | 4 | +1,865,124 | 485.83% | Q1 2026 | May 05, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,687,253 | 98,991 | 0.0% | — | 5 | +1,687,253 | New | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 1,613,571 | 94,668 | 0.02% | — | 6 | +1,613,571 | New | Q1 2026 | May 15, 2026 |
| COHEN & STEERS, INC. | History | Added to | 1,607,964 | 94,339 | 0.16% | 0.05% | 7 | +1,063,420 | 195.29% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,431,151 | 83,965 | 0.0% | 0.0% | 8 | +71,378 | 5.25% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 1,309,679 | 76,838 | 0.11% | 0.1% | 9 | -136,123 | -9.42% | Q1 2026 | May 15, 2026 |
| Zimmer Partners, LP | History | Added to | 1,251,000 | 73,396 | 1.77% | 0.06% | 10 | +1,207,184 | 2755.12% | Q1 2026 | May 15, 2026 |
| SOROS FUND MANAGEMENT LLC | History | New | 1,228,747 | 72,090 | 0.79% | — | 11 | +1,228,747 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,172,811 | 68,808 | 0.01% | 0.0% | 12 | +1,086,634 | 1260.93% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,169,078 | 68,589 | 0.0% | — | 13 | +1,169,078 | New | Q1 2026 | May 08, 2026 |
| Amundi | History | Reduced | 1,156,952 | 67,883 | 0.02% | 0.02% | 14 | -555,934 | -32.46% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 911,895 | 53,500 | 0.03% | 0.01% | 15 | +443,553 | 94.71% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 897,076 | 52,642 | 0.0% | 0.0% | 16 | +65,264 | 7.85% | Q1 2026 | May 15, 2026 |
| Yaupon Capital Management LP | History | Added to | 895,435 | 52,535 | 1.64% | 0.18% | 17 | +795,551 | 796.47% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 781,201 | 45,833 | 0.0% | 0.0% | 18 | -586,979 | -42.9% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 705,345 | 41,383 | 0.01% | 0.01% | 19 | +46,410 | 7.04% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Added to | 700,595 | 41,103 | 0.01% | 0.0% | 20 | +54,036 | 8.36% | Q1 2026 | May 12, 2026 |
| KBC Group NV | History | Added to | 593,161 | 34,801 | 0.09% | 0.05% | 21 | +175,270 | 41.94% | Q1 2026 | May 07, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 586,940 | 34,611 | 0.03% | 0.01% | 22 | +420,702 | 253.07% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 543,482 | 31,932 | 0.01% | 0.01% | 23 | -25,340 | -4.45% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 531,987 | 31,211 | 0.02% | 0.02% | 24 | +29,594 | 5.89% | Q1 2026 | May 13, 2026 |
| Resolution Capital Ltd | History | Added to | 482,460 | 28,305 | 0.6% | 0.25% | 25 | +248,005 | 105.78% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 482,170 | 28,288 | 0.0% | 0.0% | 26 | +48,413 | 11.16% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | New | 409,650 | 24,034 | 0.08% | — | 27 | +409,650 | New | Q1 2026 | May 13, 2026 |
| NUANCE INVESTMENTS, LLC | History | Reduced | 391,646 | 22,977 | 3.2% | 4.89% | 28 | -515,078 | -56.81% | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 373,310 | 21,902 | 0.0% | 0.0% | 29 | +30,352 | 8.85% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | New | 371,129 | 21,774 | 0.03% | — | 30 | +371,129 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 343,789 | 20,170 | 0.01% | 0.0% | 31 | +338,997 | 7074.23% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 342,043 | 20,067 | 0.0% | 0.0% | 32 | -140,492 | -29.12% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 264,887 | 15,540 | 0.0% | 0.0% | 33 | +149,168 | 128.91% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 250,332 | 14,686 | 0.01% | 0.01% | 34 | +53,421 | 27.13% | Q1 2026 | May 15, 2026 |
| Ausbil Investment Management Ltd | History | Added to | 244,282 | 14,275 | 7.1% | 1.48% | 35 | +191,163 | 359.88% | Q1 2026 | Apr 07, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 240,956 | 14,136 | 0.0% | — | 36 | +240,956 | New | Q1 2026 | May 08, 2026 |
| Nuveen, LLC | History | Added to | 232,092 | 13,616 | 0.0% | 0.0% | 37 | +49,305 | 26.97% | Q1 2026 | Apr 30, 2026 |
| BW Gestao de Investimentos Ltda. | History | Added to | 220,941 | 12,962 | 0.43% | 0.09% | 38 | +139,739 | 172.09% | Q1 2026 | Apr 28, 2026 |
| MIROVA | History | New | 195,246 | 11,455 | 0.47% | — | 39 | +195,246 | New | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 190,189 | 11,158 | 0.0% | 0.0% | 40 | +7,083 | 3.87% | Q1 2026 | May 05, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 182,853 | 10,727 | 0.03% | 0.04% | 41 | -71,970 | -28.24% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 181,412 | 10,643 | 0.01% | 0.0% | 42 | +22,711 | 14.31% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 171,652 | 10,070 | 0.0% | 0.0% | 43 | +16,981 | 10.98% | Q1 2026 | May 15, 2026 |
| Vennlight Capital Management, LP | History | New | 162,217 | 9,517 | 9.62% | — | 44 | +162,217 | New | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 157,900 | 9,263 | 0.01% | 0.01% | 45 | +73,900 | 87.98% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 183,639 | 8,996 | 0.02% | 0.02% | 46 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| UBS Group AG | History | Added to | 149,943 | 8,797 | 0.0% | 0.0% | 47 | +37,556 | 33.42% | Q1 2026 | May 05, 2026 |
| GABELLI FUNDS LLC | History | Added to | 149,647 | 8,779 | 0.06% | 0.05% | 48 | +1,992 | 1.35% | Q1 2026 | May 14, 2026 |
| Rokos Capital Management LLP | History | New | 135,116 | 7,927 | 0.06% | — | 49 | +135,116 | New | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 133,676 | 7,842 | 0.02% | 0.02% | 50 | +18,408 | 15.97% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 131,696 | 7,726 | 0.0% | 0.0% | 51 | -5,180 | -3.78% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 118,879 | 6,974 | 0.0% | 0.0% | 52 | +78,230 | 192.45% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 115,943 | 6,802 | 0.01% | 0.0% | 53 | +42,346 | 57.54% | Q1 2026 | May 13, 2026 |
| ProShare Advisors LLC | History | Reduced | 115,855 | 6,797 | 0.01% | 0.01% | 54 | -18,717 | -13.91% | Q1 2026 | Apr 24, 2026 |
| HRT FINANCIAL LP | History | Added to | 113,152 | 6,638 | 0.02% | 0.0% | 55 | +82,999 | 275.26% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 112,568 | 6,604 | 0.02% | 0.0% | 56 | +95,241 | 549.67% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 112,555 | 6,603 | 0.08% | 0.06% | 57 | -286 | -0.25% | Q1 2026 | May 07, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | New | 111,795 | 6,559 | 0.07% | — | 58 | +111,795 | New | Q1 2026 | Apr 28, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 110,646 | 6,491 | 0.01% | 0.0% | 59 | +9,445 | 9.33% | Q1 2026 | May 12, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 108,442 | 6,362 | 0.0% | 0.0% | 60 | +73,416 | 209.6% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 105,961 | 6,216 | 0.01% | 0.0% | 61 | +42,540 | 67.08% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | New | 105,642 | 6,198 | 0.01% | — | 62 | +105,642 | New | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 101,146 | 5,934 | 0.0% | 0.0% | 63 | +83,911 | 486.86% | Q1 2026 | May 06, 2026 |
| REAVES W H & CO INC | History | New | 100,000 | 5,867 | 0.1% | — | 64 | +100,000 | New | Q1 2026 | May 07, 2026 |
| Ghisallo Capital Management LLC | History | New | 100,000 | 5,867 | 0.16% | — | 65 | +100,000 | New | Q1 2026 | May 15, 2026 |
| Prospera Financial Services Inc | History | Added to | 90,012 | 5,281 | 0.09% | 0.07% | 66 | +2,136 | 2.43% | Q1 2026 | Apr 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 89,831 | 5,270 | 0.0% | 0.0% | 67 | -11,385 | -11.25% | Q1 2026 | Jul 17, 2026 |
| CIBC Bancorp USA Inc. | History | New | 89,329 | 5,240 | 0.01% | — | 68 | +89,329 | New | Q1 2026 | May 12, 2026 |
| Boston Trust Walden Corp | History | New | 82,722 | 4,853 | 0.04% | — | 69 | +82,722 | New | Q1 2026 | Apr 24, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 77,449 | 4,543 | 0.01% | 0.01% | 70 | -8,312 | -9.69% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | New | 76,114 | 4,465 | 0.03% | — | 71 | +76,114 | New | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 75,670 | 4,439 | 0.02% | 0.01% | 72 | +23,109 | 43.97% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Added to | 72,800 | 4,271 | 0.0% | 0.0% | 73 | +6,600 | 9.97% | Q1 2026 | May 07, 2026 |
| VAN LANSCHOT KEMPEN INVESTMENT MANAGEMENT N.V. | History | No change | 72,314 | 4,242 | 0.04% | 0.03% | 74 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 81,927 | 4,013 | 0.03% | 0.03% | 75 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 66,198 | 3,883 | 0.06% | 0.05% | 76 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 61,630 | 3,615 | 0.04% | 0.03% | 77 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 60,176 | 3,530 | 0.0% | 0.0% | 78 | +4,499 | 8.08% | Q1 2026 | May 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 60,104 | 3,526 | 0.02% | 0.02% | 79 | -2,451 | -3.92% | Q1 2026 | May 01, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 59,457 | 3,488 | 0.16% | 0.13% | 80 | -2,194 | -3.56% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 58,613 | 3,448 | 0.01% | 0.0% | 81 | +4,744 | 8.81% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 61,361 | 3,447 | 0.19% | — | 82 | +61,361 | New | Q1 2026 | May 15, 2026 |
| KEYNOTE FINANCIAL SERVICES LLC | History | Reduced | 55,044 | 3,229 | 1.72% | 1.54% | 83 | -1,174 | -2.09% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 52,580 | 3,085 | 0.01% | 0.0% | 84 | +29,699 | 129.8% | Q1 2026 | May 01, 2026 |
| E. Ohman J:or Asset Management AB | History | Added to | 51,187 | 3,014 | 0.08% | 0.05% | 85 | +4,157 | 8.84% | Q1 2026 | Apr 16, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 49,866 | 2,925 | 0.0% | 0.0% | 86 | +25,560 | 105.16% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | Added to | 47,989 | 2,815 | 0.0% | 0.0% | 87 | +1,124 | 2.4% | Q1 2026 | May 13, 2026 |
| Quantbot Technologies LP | History | New | 46,755 | 2,743 | 0.11% | — | 88 | +46,755 | New | Q1 2026 | May 13, 2026 |
| Clean Yield Group | History | Added to | 46,418 | 2,723 | 0.77% | 0.58% | 89 | +3,712 | 8.69% | Q1 2026 | Apr 14, 2026 |
| North Star Investment Management Corp. | History | No change | 44,800 | 2,628 | 0.16% | 0.14% | 90 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,960 | 2,461 | 0.0% | 0.0% | 91 | +21,558 | 105.67% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 41,909 | 2,458 | 0.02% | 0.02% | 92 | -3,189 | -7.07% | Q1 2026 | Apr 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 40,630 | 2,383 | 0.0% | — | 93 | +40,630 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 40,189 | 2,358 | 0.0% | 0.0% | 94 | +5,705 | 16.54% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 39,175 | 2,298 | 0.0% | — | 95 | +39,175 | New | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 38,600 | 2,264 | 0.05% | 0.04% | 96 | +2,835 | 7.93% | Q1 2026 | May 04, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 37,733 | 2,213 | 0.0% | 0.0% | 97 | +6,570 | 21.08% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 36,915 | 2,165 | 0.02% | 0.01% | 98 | +25,680 | 228.57% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 36,794 | 2,158 | 0.0% | 0.0% | 99 | +17,883 | 94.56% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 35,783 | 2,099 | 0.0% | 0.0% | 100 | +1,529 | 4.46% | Q1 2026 | May 11, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 35,284 | 2,080 | 0.0% | 0.0% | 101 | -10,432 | -22.82% | Q1 2026 | May 13, 2026 |
| South Dakota Investment Council | History | New | 33,900 | 1,989 | 0.04% | — | 102 | +33,900 | New | Q1 2026 | May 18, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 39,701 | 1,944 | 0.0% | 0.0% | 103 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 32,540 | 1,909 | 0.0% | 0.0% | 104 | -64,363 | -66.42% | Q1 2026 | Jul 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 30,787 | 1,806 | 0.0% | 0.0% | 105 | -249 | -0.8% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Added to | 30,689 | 1,801 | 0.0% | 0.0% | 106 | +2,624 | 9.35% | Q1 2026 | Apr 16, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 30,010 | 1,760 | 0.01% | 0.0% | 107 | +4,555 | 17.89% | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 29,564 | 1,734 | 0.0% | — | 108 | +29,564 | New | Q1 2026 | May 08, 2026 |
| Magellan Asset Management Ltd | History | Added to | 29,063 | 1,705 | 0.02% | 0.01% | 109 | +7,214 | 33.02% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 27,953 | 1,639 | 0.0% | 0.0% | 110 | +2,471 | 9.7% | Q1 2026 | Apr 27, 2026 |
| Clear Harbor Asset Management, LLC | History | Reduced | 27,941 | 1,639 | 0.11% | 0.09% | 111 | -385 | -1.36% | Q1 2026 | May 05, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,625 | 1,620 | 0.0% | 0.0% | 112 | -3,336 | -10.77% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 27,121 | 1,591 | 0.0% | 0.0% | 113 | +13,227 | 95.2% | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Added to | 27,033 | 1,586 | 0.02% | 0.02% | 114 | +5,216 | 23.91% | Q1 2026 | Apr 27, 2026 |
| STOREBRAND ASSET MANAGEMENT AS | History | Reduced | 26,975 | 1,582 | 0.0% | 0.0% | 115 | -2,233 | -7.65% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 26,303 | 1,543 | 0.0% | 0.0% | 116 | +2,426 | 10.16% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 25,691 | 1,507 | 0.0% | — | 117 | +25,691 | New | Q1 2026 | May 08, 2026 |
| CHATHAM CAPITAL GROUP, INC. | History | Reduced | 24,864 | 1,458 | 0.21% | 0.19% | 118 | -2,221 | -8.2% | Q1 2026 | Apr 20, 2026 |
| BARCLAYS PLC | History | Reduced | 24,590 | 1,442 | 0.0% | 0.0% | 119 | -45,975 | -65.15% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | New | 24,322 | 1,426 | 0.0% | — | 120 | +24,322 | New | Q1 2026 | May 14, 2026 |
| CoreCommodity Management, LLC | History | Added to | 22,751 | 1,334 | 0.25% | 0.17% | 121 | +5,793 | 34.16% | Q1 2026 | May 15, 2026 |
| Vontobel Holding Ltd. | History | Added to | 22,201 | 1,302 | 0.0% | 0.0% | 122 | +2,755 | 14.17% | Q1 2026 | May 08, 2026 |
| Rodgers Brothers Inc. | History | Reduced | 22,100 | 1,296 | 0.15% | 0.14% | 123 | -1,150 | -4.95% | Q1 2026 | May 14, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 21,668 | 1,271 | 0.01% | 0.0% | 124 | -61 | -0.28% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 21,214 | 1,244 | 0.0% | 0.0% | 125 | -147 | -0.69% | Q1 2026 | May 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 21,034 | 1,234 | 0.0% | 0.01% | 126 | -55,788 | -72.62% | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 20,750 | 1,217 | 0.01% | 0.01% | 127 | +1,337 | 6.89% | Q1 2026 | May 15, 2026 |
| Everstar Asset Management, LLC | History | Added to | 20,365 | 1,194 | 0.64% | 0.22% | 128 | +11,865 | 139.59% | Q1 2026 | Apr 16, 2026 |
| Robeco Institutional Asset Management B.V. | History | New | 20,133 | 1,181 | 0.0% | — | 129 | +20,133 | New | Q1 2026 | Apr 21, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 19,840 | 1,164 | 0.0% | 0.0% | 130 | -1,267 | -6.0% | Q1 2026 | Apr 27, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 19,476 | 1,141 | 0.01% | 0.01% | 131 | +1,487 | 8.27% | Q1 2026 | Apr 20, 2026 |
| CenterBook Partners LP | History | Reduced | 19,373 | 1,136 | 0.06% | 0.07% | 132 | -9,603 | -33.14% | Q1 2026 | May 05, 2026 |
| MetLife Investment Management, LLC | History | Added to | 18,515 | 1,086 | 0.01% | 0.0% | 133 | +184 | 1.0% | Q1 2026 | May 14, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 18,369 | 1,077 | 0.08% | 0.07% | 134 | -2,618 | -12.47% | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 16,600 | 973 | 0.02% | 0.01% | 135 | +1,300 | 8.5% | Q1 2026 | Apr 20, 2026 |
| Atria Investments, Inc | History | Reduced | 16,483 | 967 | 0.01% | 0.01% | 136 | -497 | -2.93% | Q1 2026 | May 05, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 16,009 | 939 | 0.01% | 0.01% | 137 | -1,003 | -5.9% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 15,947 | 935 | 0.0% | 0.0% | 138 | +1,000 | 6.69% | Q1 2026 | May 18, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 15,800 | 926 | 0.0% | 0.0% | 139 | +1,600 | 11.27% | Q1 2026 | Apr 29, 2026 |
| Corient Private Wealth LLC | History | New | 15,460 | 907 | 0.0% | — | 140 | +15,460 | New | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 15,251 | 894 | 0.0% | 0.0% | 141 | -399 | -2.55% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | Reduced | 15,103 | 886 | 0.03% | 0.04% | 142 | -2,569 | -14.54% | Q1 2026 | Apr 29, 2026 |
| Vanguard Global Advisers, LLC | History | New | 15,089 | 885 | 0.0% | — | 143 | +15,089 | New | Q1 2026 | May 08, 2026 |
| Quadrature Capital Ltd | History | New | 15,023 | 881 | 0.01% | — | 144 | +15,023 | New | Q1 2026 | May 15, 2026 |
| Covalis Capital LLP | History | New | 15,000 | 880 | 0.05% | — | 145 | +15,000 | New | Q1 2026 | May 15, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | New | 15,000 | 880 | 0.06% | — | 146 | +15,000 | New | Q1 2026 | May 06, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Reduced | 14,318 | 840 | 0.02% | 0.02% | 147 | -5,693 | -28.45% | Q1 2026 | May 13, 2026 |
| Rubicon Advisors, GP | History | No change | 14,194 | 832 | 0.72% | 0.64% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 13,799 | 809 | 0.07% | 0.05% | 149 | +3,159 | 29.69% | Q1 2026 | Apr 24, 2026 |
| Virtue Capital Management, LLC | History | New | 13,528 | 796 | 0.12% | — | 150 | +13,528 | New | Q1 2026 | May 07, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 13,330 | 782 | 0.0% | 0.0% | 151 | +564 | 4.42% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 13,323 | 781 | 0.0% | 0.0% | 152 | -4,788 | -26.44% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,229 | 776 | 0.0% | 0.0% | 153 | +1,693 | 14.68% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 12,199 | 715 | 0.0% | 0.0% | 154 | +6,813 | 126.49% | Q1 2026 | May 13, 2026 |
| Abel Hall, LLC | History | Added to | 12,154 | 713 | 0.15% | 0.12% | 155 | +1,945 | 19.05% | Q1 2026 | Apr 28, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 12,138 | 712 | 0.0% | 0.0% | 156 | -6,231 | -33.92% | Q1 2026 | May 15, 2026 |
| Cullen Capital Management, LLC | History | Added to | 11,458 | 672 | 0.01% | 0.0% | 157 | +4,116 | 56.06% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 11,369 | 667 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 11,006 | 645 | 0.0% | 0.0% | 159 | +4,056 | 58.36% | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Added to | 10,627 | 623 | 0.0% | 0.0% | 160 | +959 | 9.92% | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 10,397 | 609 | 0.0% | 0.0% | 161 | +663 | 6.81% | Q1 2026 | May 12, 2026 |
| Ridgewood Investments LLC | History | New | 10,323 | 605 | 0.25% | — | 162 | +10,323 | New | Q1 2026 | Apr 03, 2026 |
| LPL Financial LLC | History | Added to | 10,281 | 603 | 0.0% | 0.0% | 163 | +3,835 | 59.49% | Q1 2026 | May 06, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 10,199 | 603 | 0.0% | 0.0% | 164 | +1,506 | 17.32% | Q1 2026 | Apr 08, 2026 |
| Arizona State Retirement System | History | Added to | 10,093 | 592 | 0.0% | 0.0% | 165 | +692 | 7.36% | Q1 2026 | May 01, 2026 |
| Handelsbanken Fonder AB | History | No change | 9,965 | 585 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 9,971 | 584 | 0.01% | 0.01% | 167 | +1,053 | 11.81% | Q1 2026 | Apr 24, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,633 | 565 | 0.0% | 0.0% | 168 | +9,383 | 3753.2% | Q1 2026 | May 01, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 9,364 | 549 | 0.0% | 0.0% | 169 | -857 | -8.38% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Reduced | 9,232 | 541 | 0.0% | 0.0% | 170 | -1,286 | -12.23% | Q1 2026 | May 11, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 9,221 | 541 | 0.0% | 0.0% | 171 | +900 | 10.82% | Q1 2026 | May 05, 2026 |
| CWM, LLC | History | Added to | 9,043 | 530 | 0.0% | 0.0% | 172 | +912 | 11.22% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 8,974 | 526 | 0.0% | 0.0% | 173 | +2,721 | 43.52% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 8,863 | 519 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FMR LLC | History | Reduced | 8,667 | 508 | 0.0% | 0.0% | 175 | -11,977 | -58.02% | Q1 2026 | May 15, 2026 |
| LIBERTY WEALTH MANAGEMENT LLC | History | No change | 8,618 | 505 | 0.06% | 0.05% | 176 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 8,624 | 503 | 0.0% | 0.0% | 177 | +869 | 11.21% | Q1 2026 | May 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 8,570 | 502 | 0.01% | 0.0% | 178 | +960 | 12.61% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 8,380 | 491 | 0.0% | 0.0% | 179 | -12,590 | -60.04% | Q1 2026 | May 15, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 8,345 | 489 | 0.0% | 0.0% | 180 | -1,486 | -15.12% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,211 | 481 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Lido Advisors, LLC | History | Reduced | 8,100 | 475 | 0.0% | 0.0% | 182 | -15 | -0.18% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 8,041 | 472 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 8,017 | 470 | 0.01% | 0.01% | 184 | +1,808 | 29.12% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,950 | 466 | 0.0% | 0.01% | 185 | -6,165 | -43.68% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 7,890 | 464 | 0.0% | 0.0% | 186 | +2,905 | 58.27% | Q1 2026 | May 15, 2026 |
| Perigon Wealth Management, LLC | History | Added to | 7,789 | 456 | 0.01% | 0.01% | 187 | +46 | 0.59% | Q1 2026 | Apr 10, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 7,755 | 454 | 0.0% | 0.0% | 188 | +1,487 | 23.72% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 7,683 | 450 | 0.0% | 0.0% | 189 | +732 | 10.53% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,654 | 449 | 0.0% | 0.0% | 190 | +1,016 | 15.31% | Q1 2026 | Apr 22, 2026 |
| Inspire Advisors, LLC | History | Reduced | 7,488 | 439 | 0.04% | 0.05% | 192 | -4,317 | -36.57% | Q1 2026 | May 15, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | Reduced | 7,491 | 439 | 0.02% | 0.01% | 191 | -761 | -9.22% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Added to | 7,439 | 436 | 0.0% | 0.0% | 193 | +954 | 14.71% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 8,867 | 434 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Hudson Bay Capital Management LP | History | New | 7,280 | 427 | 0.0% | — | 195 | +7,280 | New | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 7,213 | 423 | 0.0% | 0.0% | 196 | +314 | 4.55% | Q1 2026 | May 14, 2026 |
| AXQ CAPITAL, LP | History | New | 6,844 | 401 | 0.05% | — | 197 | +6,844 | New | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Reduced | 6,800 | 398 | 0.01% | 0.01% | 198 | -2,587 | -27.56% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 6,797 | 398 | 0.0% | 0.0% | 199 | +1,704 | 33.46% | Q1 2026 | Apr 29, 2026 |
| Loudon Investment Management, LLC | History | Added to | 6,230 | 365 | 0.2% | 0.14% | 200 | +780 | 14.31% | Q1 2026 | May 11, 2026 |
| Advisor OS, LLC | History | New | 6,176 | 362 | 0.03% | — | 201 | +6,176 | New | Q1 2026 | May 07, 2026 |
| Robeco Schweiz AG | History | New | 6,127 | 359 | 0.01% | — | 202 | +6,127 | New | Q1 2026 | May 07, 2026 |
| nVerses Capital, LLC | History | New | 6,087 | 357 | 0.32% | — | 203 | +6,087 | New | Q1 2026 | May 13, 2026 |
| ExodusPoint Capital Management, LP | History | New | 6,054 | 355 | 0.0% | — | 204 | +6,054 | New | Q1 2026 | May 14, 2026 |
| iSAM Funds (UK) Ltd | History | New | 5,587 | 327 | 0.16% | — | 205 | +5,587 | New | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | New | 5,418 | 317 | 0.01% | — | 206 | +5,418 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 5,287 | 310 | 0.0% | 0.0% | 207 | +19 | 0.36% | Q1 2026 | May 14, 2026 |
| Ellevest, Inc. | History | Added to | 5,239 | 307 | 0.04% | 0.03% | 208 | +649 | 14.14% | Q1 2026 | May 11, 2026 |
| Sciencast Management LP | History | New | 5,189 | 304 | 0.04% | — | 209 | +5,189 | New | Q1 2026 | May 13, 2026 |
| Bridgefront Capital, LLC | History | New | 4,981 | 292 | 0.07% | — | 210 | +4,981 | New | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 4,645 | 272 | 0.03% | — | 211 | +4,645 | New | Q1 2026 | May 12, 2026 |
| ELCO Management Co., LLC | History | Reduced | 4,472 | 262 | 0.13% | 0.17% | 212 | -1,121 | -20.04% | Q1 2026 | Apr 23, 2026 |
| AlphaQuest LLC | History | No change | 5,354 | 262 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| XPONANCE LLC | History | New | 4,204 | 246 | 0.0% | — | 214 | +4,204 | New | Q1 2026 | May 13, 2026 |
| SYON CAPITAL LLC | History | Added to | 4,188 | 245 | 0.01% | 0.01% | 215 | +59 | 1.43% | Q1 2026 | May 13, 2026 |
| Focus Partners Wealth | History | New | 4,119 | 237 | 0.0% | — | 216 | +4,119 | New | Q1 2026 | May 14, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 3,999 | 234 | 0.0% | — | 217 | +3,999 | New | Q1 2026 | Apr 24, 2026 |
| Voleon Capital Management LP | History | Reduced | 3,930 | 230 | 0.0% | 0.02% | 218 | -18,264 | -82.29% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | New | 3,882 | 227 | 0.0% | — | 219 | +3,882 | New | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,812 | 223 | 0.0% | 0.0% | 220 | +399 | 11.69% | Q1 2026 | May 08, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,752 | 220 | 0.01% | 0.0% | 221 | +1,774 | 89.69% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | New | 3,703 | 217 | 0.0% | — | 222 | +3,703 | New | Q1 2026 | May 04, 2026 |
| Inspire Investing, LLC | History | Reduced | 3,619 | 212 | 0.02% | 0.02% | 223 | -598 | -14.18% | Q1 2026 | Apr 23, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 3,443 | 202 | 0.0% | — | 224 | +3,443 | New | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | New | 3,431 | 201 | 0.0% | — | 225 | +3,431 | New | Q1 2026 | May 12, 2026 |
| GAMMA Investing LLC | History | Added to | 3,420 | 200 | 0.01% | 0.01% | 226 | +956 | 38.8% | Q1 2026 | Apr 06, 2026 |
| Ensign Peak Advisors, Inc | History | Added to | 2,958 | 173 | 0.0% | 0.0% | 227 | +200 | 7.25% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,872 | 169 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,661 | 156 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFM Investors Pty Ltd | History | New | 2,389 | 140 | 0.0% | — | 230 | +2,389 | New | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | Reduced | 2,197 | 128 | 0.04% | 0.04% | 231 | -228 | -9.4% | Q1 2026 | May 21, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 2,133 | 125 | 0.0% | 0.0% | 232 | -15,042 | -87.58% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | No change | 2,014 | 118 | 0.0% | 0.0% | 233 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 1,875 | 110 | 0.0% | 0.0% | 234 | +947 | 102.05% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 1,635 | 95 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| IFP Advisors, Inc | History | Added to | 1,452 | 85 | 0.0% | 0.0% | 236 | +476 | 48.77% | Q1 2026 | Apr 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,687 | 82 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,105 | 64 | 0.0% | 0.0% | 238 | -818 | -42.54% | Q1 2026 | Apr 22, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,020 | 59 | 0.0% | 0.0% | 239 | +44 | 4.51% | Q1 2026 | May 15, 2026 |
| SOUTHERN MICHIGAN BANK & TRUST | History | New | 1,000 | 58 | 0.02% | — | 240 | +1,000 | New | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 911 | 53 | 0.0% | 0.0% | 241 | +394 | 76.21% | Q1 2026 | May 15, 2026 |
| PRIVATE TRUST CO NA | History | No change | 858 | 50 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Hughes Financial Services, LLC | History | Added to | 852 | 49 | 0.01% | 0.01% | 243 | +1 | 0.12% | Q1 2026 | Apr 29, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 832 | 48 | 0.0% | 0.0% | 244 | +19 | 2.34% | Q1 2026 | Apr 07, 2026 |
| Versant Capital Management, Inc | History | No change | 803 | 47 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 691 | 40 | 0.0% | 0.0% | 246 | +89 | 14.78% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Added to | 661 | 39 | 0.0% | 0.0% | 247 | +204 | 44.64% | Q1 2026 | May 06, 2026 |
| Medallion Wealth Advisors, LLC | History | No change | 660 | 38 | 0.01% | 0.01% | 248 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Parallel Advisors, LLC | History | Added to | 620 | 36 | 0.0% | 0.0% | 249 | +26 | 4.38% | Q1 2026 | Jun 02, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 618 | 36 | 0.0% | 0.0% | 250 | +10 | 1.64% | Q1 2026 | May 14, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 527 | 30 | 0.02% | 0.01% | 251 | -22 | -4.01% | Q1 2026 | May 04, 2026 |
| Estabrook Capital Management | History | Added to | 501 | 29 | 0.0% | 0.0% | 252 | +292 | 139.71% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 475 | 28 | 0.0% | 0.0% | 254 | +280 | 143.59% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 479 | 28 | 0.0% | 0.0% | 255 | +279 | 139.5% | Q1 2026 | May 11, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 489 | 28 | 0.0% | 0.0% | 253 | +251 | 105.46% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 468 | 27 | 0.0% | 0.0% | 256 | -57 | -10.86% | Q1 2026 | May 13, 2026 |
| Allworth Financial LP | History | Added to | 443 | 25 | 0.0% | 0.0% | 257 | +32 | 7.79% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 420 | 24 | 0.0% | 0.0% | 258 | +36 | 9.38% | Q1 2026 | May 11, 2026 |
| Glen Eagle Advisors, LLC | History | New | 406 | 23 | 0.0% | — | 259 | +406 | New | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | New | 384 | 22 | 0.0% | — | 260 | +384 | New | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 352 | 20 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 325 | 19 | 0.0% | — | 262 | +325 | New | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 297 | 17 | 0.0% | 0.0% | 263 | +115 | 63.19% | Q1 2026 | Apr 28, 2026 |
| AdvisorNet Financial, Inc | History | No change | 285 | 16 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Costello Asset Management, INC | History | Added to | 259 | 15 | 0.01% | 0.0% | 265 | +1 | 0.39% | Q1 2026 | Apr 30, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 233 | 13 | 0.0% | 0.0% | 267 | +136 | 140.21% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 222 | 13 | 0.0% | 0.0% | 266 | +131 | 143.96% | Q1 2026 | May 13, 2026 |
| VEGA INVESTMENT SOLUTIONS | History | No change | 236 | 13 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | New | 200 | 11 | 0.0% | — | 269 | +200 | New | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 184 | 10 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | Added to | 155 | 9 | 0.0% | — | 273 | +135 | 675.0% | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 161 | 9 | 0.0% | 0.0% | 271 | +12 | 8.05% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | Reduced | 159 | 9 | 0.0% | 0.0% | 272 | -9 | -5.36% | Q1 2026 | Apr 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 129 | 7 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 111 | 6 | 0.0% | — | 275 | +111 | New | Q1 2026 | May 08, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 90 | 5 | 0.0% | — | 279 | +90 | New | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 87 | 5 | 0.0% | 0.0% | 277 | +29 | 50.0% | Q1 2026 | Apr 07, 2026 |
| UMB Bank, n.a. | History | Added to | 86 | 5 | 0.0% | 0.0% | 276 | +8 | 10.26% | Q1 2026 | May 11, 2026 |
| VSM Wealth Advisory, LLC | History | No change | 97 | 5 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| High Note Wealth, LLC | History | New | 77 | 4 | 0.0% | — | 282 | +77 | New | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 71 | 4 | 0.0% | — | 281 | +64 | 914.29% | Q1 2026 | May 15, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 83 | 4 | 0.0% | 0.0% | 280 | -1 | -1.19% | Q1 2026 | Apr 27, 2026 |
| GROUP ONE TRADING LLC | History | New | 55 | 3 | 0.0% | — | 287 | +55 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 54 | 3 | 0.0% | 0.0% | 284 | +23 | 74.19% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 56 | 3 | 0.0% | 0.0% | 283 | +18 | 47.37% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 58 | 3 | 0.0% | 0.0% | 286 | +9 | 18.37% | Q1 2026 | Apr 24, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 56 | 3 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Fortitude Family Office, LLC | History | Added to | 40 | 2 | 0.0% | — | 289 | +35 | 700.0% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 35 | 2 | 0.0% | — | 290 | +35 | New | Q1 2026 | May 15, 2026 |
| TRUST CO OF VERMONT | History | No change | 61 | 2 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| CVA Family Office, LLC | History | New | 28 | 1 | 0.0% | — | 297 | +28 | New | Q1 2026 | Apr 29, 2026 |
| JPL Wealth Management, LLC | History | New | 27 | 1 | 0.0% | — | 298 | +27 | New | Q1 2026 | May 08, 2026 |
| Covestor Ltd | History | Reduced | 21 | 1 | 0.0% | 0.0% | 294 | -24 | -53.33% | Q1 2026 | May 05, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 24 | 1 | 0.0% | — | 295 | +22 | 1100.0% | Q1 2026 | May 11, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 18 | 1 | 0.0% | — | 292 | -2 | -10.0% | Q1 2026 | Apr 20, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 20 | 1 | 0.0% | — | 291 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sound Income Strategies, LLC | History | No change | 23 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Sankala Group LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q1 2026 | Mar 31, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.02% | — | -276,841 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Capula Management Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -53,476 | -100.0% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -50,251 | -100.0% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -48,251 | -100.0% | Q1 2026 | May 14, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.55% | — | -37,863 | -100.0% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Closed out | 0 | 0 | — | 0.0% | — | -36,799 | -100.0% | Q1 2026 | May 15, 2026 |
| FIDEURAM - INTESA SANPAOLO PRIVATE BANKING S.P.A. | History | Closed out | 0 | 0 | — | 0.06% | — | -32,849 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Closed out | 0 | 0 | — | 0.0% | — | -23,708 | -100.0% | Q1 2026 | May 11, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.09% | — | -23,425 | -100.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -11,547 | -100.0% | Q1 2026 | May 15, 2026 |
| Canvas Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -10,729 | -100.0% | Q1 2026 | Apr 28, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -10,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Clear Creek Financial Management, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -9,782 | -100.0% | Q1 2026 | Apr 22, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,610 | -100.0% | Q1 2026 | May 08, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Closed out | 0 | 0 | — | 0.0% | — | -8,941 | -100.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Closed out | 0 | 0 | — | 0.05% | — | -8,646 | -100.0% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -8,232 | -100.0% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -8,021 | -100.0% | Q1 2026 | May 14, 2026 |
| Private Advisor Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -7,310 | -100.0% | Q1 2026 | Apr 24, 2026 |
| FourThought Financial Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -6,769 | -100.0% | Q1 2026 | May 07, 2026 |
| Arete Wealth Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,700 | -100.0% | Q1 2026 | May 20, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.06% | — | -4,900 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,526 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,101 | -100.0% | Q1 2026 | May 07, 2026 |
| Meramec Financial Planners, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -107 | -100.0% | Q1 2026 | Apr 27, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| AMERIFLEX GROUP, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -69 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -65 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 9 | 0 | — | — | — | +7 | 350.0% | Q1 2026 | May 15, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Reduced | 3 | 0 | — | — | — | -6 | -66.67% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 07, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q1 2026 | Apr 23, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 5 | 0 | — | — | — | +2 | 66.67% | Q1 2026 | Apr 21, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| Financial Gravity Asset Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 08, 2026 |
| Rialto Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 14, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Manchester Capital Management LLC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Transamerica Financial Advisors, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TFC Financial Management, Inc. | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| True Wealth Design, LLC | History | No change | 17 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |