IES Holdings, Inc. - IESC
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| GENDELL JEFFREY L | History | Reduced | 10,340,248 | 4,926,817 | 67.11% | 69.94% | 1 | -8,159 | -0.08% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,371,745 | 1,130,065 | 0.06% | 0.04% | 2 | +355,077 | 17.61% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Reduced | 709,571 | 338,089 | 0.01% | 0.0% | 3 | -13,163 | -1.82% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 853,214 | 331,917 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 457,949 | 218,149 | 0.05% | 0.04% | 5 | +882 | 0.19% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 398,929 | 190,077 | 0.0% | — | 6 | +398,929 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 392,569 | 187,047 | 0.01% | — | 7 | +392,569 | New | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 349,163 | 166,365 | 0.12% | 0.07% | 8 | +100,425 | 40.37% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 295,842 | 140,979 | 0.01% | 0.01% | 9 | +21,117 | 7.69% | Q1 2026 | May 15, 2026 |
| Pertento Partners LLP | History | Added to | 231,239 | 110,178 | 8.06% | 7.65% | 10 | +21,888 | 10.46% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 207,544 | 98,889 | 0.0% | 0.0% | 11 | +1,639 | 0.8% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 178,399 | 85,001 | 0.01% | 0.01% | 12 | +89,684 | 101.09% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Added to | 177,590 | 84,617 | 0.01% | 0.0% | 13 | +6,102 | 3.56% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 165,174 | 78,700 | 0.02% | 0.01% | 14 | +11,227 | 7.29% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 156,393 | 74,516 | 0.04% | 0.04% | 15 | -8,329 | -5.06% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 152,667 | 72,731 | 0.14% | 0.11% | 16 | +11 | 0.01% | Q1 2026 | May 01, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 149,029 | 71,007 | 0.7% | 0.68% | 17 | -22,314 | -13.02% | Q1 2026 | May 12, 2026 |
| AltraVue Capital, LLC | History | Reduced | 129,767 | 61,830 | 5.33% | 4.57% | 18 | -12,870 | -9.02% | Q1 2026 | May 13, 2026 |
| Parsifal Capital Management, LP | History | Reduced | 90,067 | 42,914 | 5.05% | 3.2% | 19 | -10,113 | -10.09% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 104,307 | 40,577 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 83,485 | 39,778 | 0.01% | 0.0% | 21 | +2,009 | 2.47% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 82,352 | 39,238 | 0.06% | 0.06% | 22 | -15,040 | -15.44% | Q1 2026 | May 14, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 80,469 | 38,341 | 0.02% | 0.02% | 23 | -13,942 | -14.77% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 77,702 | 37,022 | 0.01% | 0.01% | 24 | -14,041 | -15.3% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 76,871 | 36,626 | 0.0% | 0.0% | 25 | +1,987 | 2.65% | Q1 2026 | May 14, 2026 |
| LORD, ABBETT & CO. LLC | History | Reduced | 72,370 | 34,482 | 0.11% | 0.1% | 26 | -14,662 | -16.85% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 71,330 | 33,986 | 0.0% | 0.01% | 27 | -42,583 | -37.38% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 69,505 | 33,117 | 0.0% | 0.0% | 28 | +7,704 | 12.47% | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 68,717 | 32,741 | 0.0% | 0.0% | 29 | -20,500 | -22.98% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 62,236 | 29,654 | 0.0% | 0.0% | 30 | +1,415 | 2.33% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 61,296 | 29,205 | 0.01% | — | 31 | +61,296 | New | Q1 2026 | May 08, 2026 |
| Ophir Asset Management Pty Ltd | History | Reduced | 55,033 | 26,221 | 3.05% | 2.6% | 32 | -4,542 | -7.62% | Q1 2026 | May 15, 2026 |
| Swedbank AB | History | Reduced | 54,000 | 25,729 | 0.03% | 0.02% | 33 | -11,000 | -16.92% | Q1 2026 | Apr 29, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 50,100 | 23,871 | 0.0% | 0.0% | 34 | -7,895 | -13.61% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 47,968 | 22,855 | 0.01% | 0.01% | 35 | -3,643 | -7.06% | Q1 2026 | May 06, 2026 |
| United Capital Management of KS, Inc. | History | Reduced | 44,486 | 21,196 | 3.21% | 2.47% | 36 | -787 | -1.74% | Q1 2026 | May 11, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 43,513 | 20,732 | 0.15% | 0.09% | 37 | +9,260 | 27.03% | Q1 2026 | Apr 14, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 39,974 | 19,046 | 0.01% | 0.01% | 38 | -9,856 | -19.78% | Q1 2026 | May 14, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Added to | 39,592 | 18,864 | 0.27% | 0.07% | 39 | +26,054 | 192.45% | Q1 2026 | May 22, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 38,971 | 18,568 | 0.01% | 0.0% | 40 | +869 | 2.28% | Q1 2026 | May 06, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 33,837 | 16,122 | 0.0% | 0.0% | 41 | +8,419 | 33.12% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 33,244 | 15,839 | 0.02% | 0.02% | 42 | -2,616 | -7.3% | Q1 2026 | May 06, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 33,020 | 15,733 | 0.33% | 0.28% | 43 | -1,050 | -3.08% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 31,073 | 14,805 | 0.0% | 0.0% | 44 | -1,542 | -4.73% | Q1 2026 | May 05, 2026 |
| Legato Capital Management LLC | History | Reduced | 27,456 | 13,081 | 1.19% | 1.02% | 45 | -2,877 | -9.48% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 27,667 | 12,698 | 0.0% | 0.0% | 46 | -1,010 | -3.52% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 26,568 | 12,658 | 0.02% | 0.01% | 47 | +14,342 | 117.31% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 26,573 | 12,653 | 0.0% | 0.0% | 48 | +3,267 | 14.02% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Reduced | 22,161 | 10,559 | 0.05% | 0.03% | 49 | -975 | -4.21% | Q1 2026 | May 15, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 21,648 | 10,314 | 0.43% | 0.25% | 50 | +5,577 | 34.7% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 21,607 | 10,295 | 0.0% | 0.0% | 51 | +934 | 4.52% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 21,256 | 10,127 | 0.01% | 0.01% | 52 | -4,608 | -17.82% | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 21,936 | 9,689 | 0.0% | 0.0% | 53 | +1,733 | 8.58% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 19,881 | 9,472 | 0.0% | 0.0% | 54 | -3,961 | -16.61% | Q1 2026 | Apr 30, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 18,528 | 8,828 | 0.01% | 0.0% | 55 | +6,183 | 50.09% | Q1 2026 | May 15, 2026 |
| Steamboat Capital Partners, LLC | History | Reduced | 17,953 | 8,554 | 2.12% | 1.93% | 56 | -117 | -0.65% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 17,740 | 8,452 | 0.0% | 0.0% | 57 | +80 | 0.45% | Q1 2026 | May 07, 2026 |
| State of Wyoming | History | Reduced | 17,722 | 8,444 | 1.0% | 0.99% | 58 | -5,540 | -23.82% | Q1 2026 | May 13, 2026 |
| AdvisorShares Investments LLC | History | Reduced | 16,485 | 7,854 | 1.43% | 1.17% | 59 | -1,583 | -8.76% | Q1 2026 | Apr 28, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 16,344 | 7,787 | 0.0% | 0.0% | 60 | +479 | 3.02% | Q1 2026 | May 13, 2026 |
| Emerald Investment Advisers, LLC | History | New | 15,346 | 7,311 | 0.66% | — | 61 | +15,346 | New | Q1 2026 | May 11, 2026 |
| RBF Capital, LLC | History | No change | 15,000 | 7,147 | 0.35% | 0.26% | 62 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 14,621 | 6,966 | 2.73% | 2.0% | 63 | +979 | 7.18% | Q1 2026 | Apr 30, 2026 |
| Tidal Investments LLC | History | Added to | 14,124 | 6,729 | 0.01% | 0.01% | 64 | +3,927 | 38.51% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 13,977 | 6,659 | 0.0% | 0.0% | 65 | -2,930 | -17.33% | Q1 2026 | May 04, 2026 |
| Fiera Capital Corp | History | Added to | 13,530 | 6,446 | 0.02% | 0.01% | 66 | +2,961 | 28.02% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 13,261 | 6,318 | 0.0% | 0.0% | 67 | +11,673 | 735.08% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 12,654 | 6,029 | 0.0% | 0.0% | 68 | -6,589 | -34.24% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 11,984 | 5,710 | 0.0% | 0.0% | 69 | -209 | -1.71% | Q1 2026 | May 12, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Added to | 11,953 | 5,695 | 0.04% | 0.02% | 70 | +1,012 | 9.25% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | No change | 11,954 | 5,695 | 0.01% | 0.01% | 71 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Portolan Capital Management, LLC | History | Added to | 11,869 | 5,655 | 0.3% | 0.25% | 72 | +77 | 0.65% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 11,575 | 5,515 | 0.07% | 0.03% | 73 | +5,618 | 94.31% | Q1 2026 | May 05, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 10,822 | 5,156 | 0.01% | 0.0% | 74 | +6,729 | 164.4% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Reduced | 10,748 | 5,121 | 0.01% | 0.0% | 75 | -169 | -1.55% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 10,694 | 5,095 | 0.01% | 0.0% | 76 | +2,389 | 28.77% | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | Reduced | 10,455 | 4,981 | 0.08% | 0.16% | 77 | -8,091 | -43.63% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,309 | 4,911 | 0.0% | 0.0% | 78 | -177 | -1.69% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Reduced | 9,798 | 4,668 | 0.04% | 0.04% | 79 | -2,261 | -18.75% | Q1 2026 | May 14, 2026 |
| De Lisle Partners LLP | History | Added to | 9,500 | 4,527 | 0.54% | 0.35% | 80 | +2,500 | 35.71% | Q1 2026 | May 13, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 9,202 | 4,384 | 0.04% | 0.02% | 81 | +964 | 11.7% | Q1 2026 | May 13, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 8,100 | 4,339 | 0.55% | 0.45% | 82 | -500 | -5.81% | Q1 2026 | Apr 20, 2026 |
| Moran Wealth Management, LLC | History | Added to | 8,719 | 4,154 | 0.13% | 0.04% | 83 | +5,251 | 151.41% | Q1 2026 | Apr 27, 2026 |
| Legal & General Group Plc | History | Reduced | 8,616 | 4,105 | 0.0% | 0.0% | 84 | -1,095 | -11.28% | Q1 2026 | May 08, 2026 |
| RIHO Partners, LLC | History | New | 8,540 | 4,069 | 2.56% | — | 85 | +8,540 | New | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 8,478 | 4,039 | 0.0% | 0.0% | 86 | +3,192 | 60.39% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | Reduced | 8,200 | 3,907 | 0.0% | 0.01% | 87 | -4,951 | -37.65% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 7,876 | 3,752 | 0.0% | — | 88 | +7,876 | New | Q1 2026 | May 08, 2026 |
| Annex Advisory Services, LLC | History | Reduced | 7,655 | 3,647 | 0.07% | 0.06% | 89 | -289 | -3.64% | Q1 2026 | Apr 16, 2026 |
| Truvestments Capital LLC | History | Reduced | 7,591 | 3,616 | 0.65% | 0.54% | 90 | -65 | -0.85% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 9,291 | 3,614 | 0.0% | 0.0% | 91 | -1,391 | -13.02% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 7,343 | 3,498 | 0.0% | 0.0% | 92 | +2,230 | 43.61% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 6,893 | 3,285 | 0.0% | 0.0% | 93 | +2,931 | 73.98% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 6,658 | 3,172 | 0.0% | 0.0% | 94 | -18,791 | -73.84% | Q1 2026 | May 18, 2026 |
| XTX Topco Ltd | History | Added to | 6,602 | 3,145 | 0.05% | 0.01% | 95 | +5,758 | 682.23% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 6,420 | 3,058 | 0.0% | 0.0% | 96 | -280 | -4.18% | Q1 2026 | May 15, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 6,340 | 3,020 | 2.53% | 1.97% | 97 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Twin Tree Management, LP | History | Reduced | 6,300 | 3,001 | 0.06% | 0.03% | 98 | -3,400 | -35.05% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | Added to | 6,180 | 2,945 | 0.01% | 0.01% | 99 | +520 | 9.19% | Q1 2026 | Apr 28, 2026 |
| ALPS ADVISORS INC | History | Added to | 6,038 | 2,876 | 0.01% | 0.01% | 100 | +338 | 5.93% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 6,032 | 2,874 | 0.0% | 0.0% | 101 | -625 | -9.39% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 5,836 | 2,781 | 0.01% | 0.0% | 102 | +1,256 | 27.42% | Q1 2026 | Apr 22, 2026 |
| Informed Momentum Co LLC | History | Reduced | 5,650 | 2,692 | 0.31% | 0.73% | 103 | -11,213 | -66.49% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 5,617 | 2,676 | 0.01% | 0.0% | 104 | +235 | 4.37% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 5,577 | 2,657 | 0.0% | 0.0% | 105 | -15,869 | -74.0% | Q1 2026 | May 14, 2026 |
| Cavalier Investments, LLC | History | Reduced | 5,560 | 2,649 | 0.07% | 0.12% | 106 | -404 | -6.77% | Q1 2026 | May 15, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 5,542 | 2,640 | 0.02% | 0.02% | 107 | -511 | -8.44% | Q1 2026 | May 11, 2026 |
| Creative Planning | History | Added to | 5,303 | 2,526 | 0.0% | 0.0% | 108 | +1,369 | 34.8% | Q1 2026 | May 12, 2026 |
| IPG Investment Advisors LLC | History | New | 5,228 | 2,490 | 0.43% | — | 109 | +5,228 | New | Q1 2026 | May 12, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | No change | 5,000 | 2,382 | 0.09% | 0.06% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Hedeker Wealth, LLC | History | Added to | 4,954 | 2,360 | 0.5% | 0.4% | 111 | +102 | 2.1% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 4,939 | 2,353 | 0.01% | 0.01% | 112 | -101 | -2.0% | Q1 2026 | May 14, 2026 |
| Bridgewater Advisors Inc. | History | No change | 3,343 | 2,265 | 0.13% | 0.1% | 113 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Added to | 4,712 | 2,245 | 0.23% | 0.13% | 114 | +2,002 | 73.87% | Q1 2026 | May 15, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 4,600 | 2,191 | 0.01% | 0.01% | 115 | -546 | -10.61% | Q1 2026 | May 08, 2026 |
| FLORIDA FINANCIAL ADVISORS, LLC | History | Added to | 4,548 | 2,166 | 0.52% | 0.4% | 116 | +715 | 18.65% | Q1 2026 | May 07, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,531 | 2,158 | 0.0% | — | 117 | +4,531 | New | Q1 2026 | May 08, 2026 |
| Dakota Wealth Management | History | Added to | 4,519 | 2,153 | 0.05% | 0.02% | 118 | +1,902 | 72.68% | Q1 2026 | May 07, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 4,436 | 2,113 | 0.01% | 0.01% | 119 | -1,584 | -26.31% | Q1 2026 | May 05, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 4,240 | 2,020 | 0.0% | 0.0% | 120 | +41 | 0.98% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 4,184 | 1,993 | 0.0% | 0.0% | 121 | -791 | -15.9% | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 4,144 | 1,974 | 0.18% | 0.09% | 122 | -1,124 | -21.34% | Q1 2026 | May 15, 2026 |
| ARGENT CAPITAL MANAGEMENT LLC | History | Added to | 4,049 | 1,929 | 0.06% | 0.03% | 123 | +1,416 | 53.78% | Q1 2026 | May 21, 2026 |
| Walleye Capital LLC | History | Added to | 3,988 | 1,900 | 0.01% | 0.0% | 124 | +2,188 | 121.56% | Q1 2026 | May 13, 2026 |
| Peterson Wealth Services | History | Added to | 3,657 | 1,742 | 0.43% | 0.33% | 125 | +364 | 11.05% | Q1 2026 | Apr 30, 2026 |
| PFG Advisors | History | Added to | 3,624 | 1,726 | 0.08% | 0.07% | 126 | +173 | 5.01% | Q1 2026 | May 05, 2026 |
| Richard Bernstein Advisors LLC | History | New | 3,611 | 1,720 | 0.05% | — | 127 | +3,611 | New | Q1 2026 | Apr 22, 2026 |
| PEAK6 LLC | History | New | 3,600 | 1,715 | 0.0% | — | 128 | +3,600 | New | Q1 2026 | May 13, 2026 |
| LRT Capital Management, LLC | History | Reduced | 3,280 | 1,562 | 1.46% | 1.83% | 129 | -2,201 | -40.16% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 3,226 | 1,537 | 0.01% | 0.0% | 130 | +2,024 | 168.39% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Added to | 3,223 | 1,535 | 0.0% | 0.0% | 131 | +503 | 18.49% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 3,194 | 1,522 | 0.02% | 0.16% | 132 | -22,520 | -87.58% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 3,180 | 1,515 | 0.01% | — | 133 | +3,180 | New | Q1 2026 | May 14, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 3,870 | 1,505 | 0.01% | 0.01% | 134 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Ethic Inc. | History | New | 21,657 | 1,463 | 0.02% | — | 135 | +21,657 | New | Q1 2026 | Apr 27, 2026 |
| CENTAURUS FINANCIAL, INC. | History | Reduced | 3,036 | 1,447 | 0.07% | 0.05% | 136 | -46 | -1.49% | Q1 2026 | May 18, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 2,834 | 1,350 | 0.05% | 0.01% | 137 | +1,847 | 187.13% | Q1 2026 | May 13, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,800 | 1,334 | 0.0% | 0.0% | 139 | +1,700 | 154.55% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | No change | 2,800 | 1,334 | 0.01% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 2,674 | 1,274 | 0.13% | 0.12% | 140 | -81 | -2.94% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,670 | 1,272 | 0.0% | 0.0% | 141 | -55 | -2.02% | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 2,636 | 1,255 | 0.0% | 0.0% | 142 | -161 | -5.76% | Q1 2026 | May 08, 2026 |
| VestGen Advisors, LLC | History | Added to | 1,828 | 1,253 | 0.03% | 0.03% | 143 | +32 | 1.78% | Q1 2026 | May 14, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 2,512 | 1,196 | 0.06% | 0.06% | 144 | +118 | 4.93% | Q1 2026 | Apr 16, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,496 | 1,189 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 2,474 | 1,179 | 0.0% | 0.0% | 146 | +1,487 | 150.66% | Q1 2026 | Apr 30, 2026 |
| Arizona State Retirement System | History | Reduced | 2,463 | 1,173 | 0.01% | 0.01% | 147 | -27 | -1.08% | Q1 2026 | May 01, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 2,400 | 1,143 | 0.0% | — | 148 | +2,400 | New | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,371 | 1,129 | 0.0% | 0.0% | 149 | +270 | 12.85% | Q1 2026 | Apr 27, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 2,314 | 1,102 | 0.0% | — | 150 | +2,314 | New | Q1 2026 | May 08, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 2,263 | 1,078 | 0.01% | 0.01% | 151 | -1,676 | -42.55% | Q1 2026 | May 08, 2026 |
| Strategic Wealth Partners, Ltd. | History | Reduced | 2,240 | 1,067 | 0.07% | 0.1% | 152 | -1,475 | -39.7% | Q1 2026 | May 12, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 2,160 | 1,029 | 0.0% | 0.0% | 153 | +240 | 12.5% | Q1 2026 | Apr 29, 2026 |
| Ducere Wealth Management LLC | History | New | 2,128 | 1,013 | 0.4% | — | 154 | +2,128 | New | Q1 2026 | May 11, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 2,122 | 1,009 | 0.0% | 0.0% | 155 | +1,708 | 412.56% | Q1 2026 | May 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 2,064 | 983 | 0.0% | 0.0% | 156 | -3,008 | -59.31% | Q1 2026 | May 12, 2026 |
| Strategic Blueprint, LLC | History | Added to | 2,063 | 982 | 0.06% | 0.04% | 157 | +415 | 25.18% | Q1 2026 | Apr 29, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 2,041 | 972 | 0.0% | 0.01% | 158 | -466 | -18.59% | Q1 2026 | May 13, 2026 |
| Ascentis Independent Advisors | History | Added to | 2,006 | 955 | 0.07% | 0.06% | 159 | +981 | 95.71% | Q1 2026 | Apr 28, 2026 |
| 1ST SOURCE BANK | History | No change | 2,000 | 952 | 0.05% | 0.04% | 160 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,940 | 924 | 0.0% | 0.0% | 161 | -213 | -9.89% | Q1 2026 | May 08, 2026 |
| PIER 88 INVESTMENT PARTNERS LLC | History | Reduced | 1,900 | 905 | 0.23% | 0.18% | 162 | -200 | -9.52% | Q1 2026 | May 11, 2026 |
| HIGHLAND CAPITAL MANAGEMENT, LLC | History | Added to | 1,888 | 899 | 0.05% | 0.02% | 163 | +688 | 57.33% | Q1 2026 | Apr 13, 2026 |
| PETRA FINANCIAL ADVISORS INC | History | Added to | 1,843 | 878 | 0.54% | 0.41% | 164 | +41 | 2.28% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 1,785 | 850 | 0.0% | 0.0% | 165 | -9 | -0.5% | Q1 2026 | May 15, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 1,769 | 842 | 0.01% | 0.01% | 166 | +85 | 5.05% | Q1 2026 | Apr 20, 2026 |
| Walleye Trading LLC | History | Reduced | 1,600 | 762 | 0.0% | 0.0% | 167 | -400 | -20.0% | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 1,567 | 746 | 0.0% | 0.0% | 168 | -62 | -3.81% | Q1 2026 | May 12, 2026 |
| BOURGEON CAPITAL MANAGEMENT LLC | History | Reduced | 1,564 | 745 | 0.13% | 0.13% | 169 | -540 | -25.67% | Q1 2026 | Apr 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 1,546 | 736 | 0.0% | 0.01% | 170 | -8,610 | -84.78% | Q1 2026 | May 11, 2026 |
| Empowered Funds, LLC | History | Added to | 1,515 | 721 | 0.0% | 0.01% | 171 | +113 | 8.06% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,482 | 706 | 0.0% | 0.0% | 172 | +243 | 19.61% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 1,472 | 701 | 0.0% | 0.0% | 173 | +101 | 7.37% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 1,430 | 681 | 0.0% | 0.0% | 174 | -430 | -23.12% | Q1 2026 | May 13, 2026 |
| KEYSTONE INVESTORS PTE LTD | History | No change | 1,734 | 674 | 0.06% | 0.06% | 175 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 1,409 | 671 | 0.0% | 0.0% | 176 | -14 | -0.98% | Q1 2026 | Apr 22, 2026 |
| Cambria Investment Management, L.P. | History | Reduced | 1,403 | 668 | 0.04% | 0.03% | 177 | -46 | -3.17% | Q1 2026 | May 14, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,384 | 659 | 0.01% | 0.01% | 178 | +2 | 0.14% | Q1 2026 | May 12, 2026 |
| SG Americas Securities, LLC | History | Reduced | 1,372 | 654 | 0.0% | 0.01% | 179 | -9,913 | -87.84% | Q1 2026 | Apr 16, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | New | 1,370 | 652 | 0.22% | — | 180 | +1,370 | New | Q1 2026 | Apr 21, 2026 |
| LONE PEAK GLOBAL INVESTORS LLC | History | Added to | 1,366 | 650 | 0.11% | 0.08% | 181 | +202 | 17.35% | Q1 2026 | May 14, 2026 |
| INCEPTIONR LLC | History | Added to | 1,349 | 642 | 0.15% | 0.06% | 182 | +805 | 147.98% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 1,345 | 640 | 0.0% | 0.0% | 183 | +440 | 48.62% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 1,339 | 637 | 0.0% | 0.0% | 184 | +53 | 4.12% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 1,324 | 630 | 0.0% | 0.0% | 185 | +13 | 0.99% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,311 | 624 | 0.0% | 0.0% | 186 | -341 | -20.64% | Q1 2026 | Apr 24, 2026 |
| ALLSTATE CORP | History | New | 1,248 | 594 | 0.01% | — | 187 | +1,248 | New | Q1 2026 | May 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,223 | 582 | 0.0% | 0.0% | 188 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 1,165 | 555 | 0.01% | 0.0% | 189 | +267 | 29.73% | Q1 2026 | May 14, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,142 | 552 | 0.01% | 0.0% | 191 | +49 | 4.48% | Q1 2026 | Apr 07, 2026 |
| Pallas Capital Advisors LLC | History | Reduced | 1,160 | 552 | 0.02% | 0.02% | 190 | -20 | -1.69% | Q1 2026 | Apr 21, 2026 |
| Vestcor Inc | History | Reduced | 1,147 | 547 | 0.02% | 0.02% | 192 | -455 | -28.4% | Q1 2026 | May 12, 2026 |
| BlueSky Wealth Advisors, LLC | History | No change | 1,100 | 524 | 0.07% | 0.06% | 193 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Brooklyn Investment Group | History | Added to | 1,095 | 521 | 0.02% | 0.01% | 194 | +568 | 107.78% | Q1 2026 | Apr 29, 2026 |
| City State Bank | History | Reduced | 1,077 | 513 | 0.13% | 0.12% | 195 | -13 | -1.19% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Reduced | 1,066 | 507 | 0.0% | 0.0% | 196 | -9 | -0.84% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 1,043 | 503 | 0.0% | 0.0% | 197 | -304 | -22.57% | Q1 2026 | Apr 08, 2026 |
| Oakwell Private Wealth Management, LLC | History | Added to | 1,033 | 492 | 0.09% | 0.04% | 198 | +441 | 74.49% | Q1 2026 | May 01, 2026 |
| Souders Financial Advisors | History | Added to | 1,006 | 479 | 0.05% | 0.04% | 199 | +22 | 2.24% | Q1 2026 | May 04, 2026 |
| Linscomb Wealth, Inc. | History | No change | 1,000 | 476 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Diametric Capital, LP | History | Added to | 993 | 473 | 0.12% | 0.07% | 201 | +346 | 53.48% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 1,200 | 466 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 968 | 461 | 0.0% | 0.0% | 203 | +94 | 10.76% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 952 | 456 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AVIVA PLC | History | Reduced | 955 | 455 | 0.0% | 0.0% | 205 | -278 | -22.55% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 949 | 452 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Added to | 945 | 450 | 0.01% | 0.0% | 207 | +10 | 1.07% | Q1 2026 | May 01, 2026 |
| XML Financial, LLC | History | Added to | 931 | 443 | 0.04% | 0.03% | 208 | +80 | 9.4% | Q1 2026 | Apr 16, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 923 | 439 | 0.03% | 0.04% | 209 | -308 | -25.02% | Q1 2026 | Apr 14, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 918 | 437 | 0.0% | — | 212 | +918 | New | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 919 | 437 | 0.0% | 0.0% | 210 | +314 | 51.9% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 918 | 437 | 0.0% | 0.0% | 211 | +183 | 24.9% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 903 | 430 | 0.0% | 0.0% | 213 | +13 | 1.46% | Q1 2026 | May 15, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 897 | 427 | 0.0% | 0.0% | 214 | +68 | 8.2% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 848 | 404 | 0.0% | — | 216 | +848 | New | Q1 2026 | Apr 30, 2026 |
| XPONANCE LLC | History | Added to | 849 | 404 | 0.0% | 0.0% | 215 | +133 | 18.58% | Q1 2026 | May 13, 2026 |
| JB CAPITAL PARTNERS LP | History | No change | 841 | 400 | 0.07% | 0.06% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 826 | 393 | 0.0% | 0.0% | 218 | -30 | -3.5% | Q1 2026 | May 05, 2026 |
| ORG Partners LLC | History | No change | 999 | 388 | 0.07% | 0.07% | 219 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Keebeck Wealth Management | History | Added to | 806 | 384 | 0.04% | 0.03% | 220 | +111 | 15.97% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 799 | 380 | 0.01% | 0.01% | 221 | +185 | 30.13% | Q1 2026 | May 15, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | New | 766 | 364 | 0.0% | — | 222 | +766 | New | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 755 | 359 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | No change | 739 | 352 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Insight Wealth Strategies, LLC | History | No change | 739 | 352 | 0.04% | 0.03% | 225 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Savant Capital, LLC | History | Added to | 718 | 342 | 0.0% | 0.0% | 226 | +24 | 3.46% | Q1 2026 | May 04, 2026 |
| Linden Thomas Advisory Services, LLC | History | New | 713 | 339 | 0.03% | — | 227 | +713 | New | Q1 2026 | Apr 10, 2026 |
| Callahan Advisors, LLC | History | Reduced | 700 | 333 | 0.03% | 0.03% | 228 | -200 | -22.22% | Q1 2026 | May 12, 2026 |
| KPP Advisory Services LLC | History | Added to | 699 | 333 | 0.05% | 0.04% | 229 | +35 | 5.27% | Q1 2026 | Apr 24, 2026 |
| REXFORD CAPITAL INC | History | No change | 700 | 333 | 0.24% | 0.21% | 230 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 687 | 332 | 0.0% | — | 231 | +687 | New | Q1 2026 | May 05, 2026 |
| Ayrshire Capital Management LLC | History | Reduced | 682 | 324 | 0.17% | 0.13% | 232 | -20 | -2.85% | Q1 2026 | Apr 13, 2026 |
| IMC-Chicago, LLC | History | New | 674 | 321 | 0.0% | — | 233 | +674 | New | Q1 2026 | May 05, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 670 | 319 | 0.01% | — | 234 | +670 | New | Q1 2026 | May 15, 2026 |
| denkapparat Operations GmbH | History | No change | 640 | 304 | 0.13% | 0.13% | 235 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 634 | 302 | 0.0% | 0.01% | 236 | -5,040 | -88.83% | Q1 2026 | May 15, 2026 |
| Darden Wealth Group Inc | History | Added to | 615 | 293 | 0.15% | 0.1% | 237 | +95 | 18.27% | Q1 2026 | May 08, 2026 |
| TCFG WEALTH MANAGEMENT, LLC | History | New | 595 | 283 | 0.11% | — | 238 | +595 | New | Q1 2026 | Apr 23, 2026 |
| TCFG Investment Advisors, LLC | History | New | 595 | 283 | 0.11% | — | 239 | +595 | New | Q1 2026 | May 05, 2026 |
| VISTA FINANCE, LLC | History | Reduced | 592 | 282 | 0.22% | 0.16% | 241 | -29 | -4.67% | Q1 2026 | May 04, 2026 |
| Stirlingshire Investments, Inc. | History | Added to | 592 | 282 | 0.25% | 0.2% | 240 | +6 | 1.02% | Q1 2026 | May 04, 2026 |
| Abel Hall, LLC | History | Reduced | 573 | 273 | 0.06% | 0.07% | 243 | -250 | -30.38% | Q1 2026 | Apr 28, 2026 |
| Impact Investors, Inc | History | No change | 573 | 273 | 0.19% | 0.15% | 242 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Advyzon Investment Management, LLC | History | Reduced | 559 | 266 | 0.02% | 0.03% | 244 | -6 | -1.06% | Q1 2026 | May 12, 2026 |
| HighTower Advisors, LLC | History | New | 548 | 260 | 0.0% | — | 245 | +548 | New | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 543 | 258 | 0.0% | 0.0% | 246 | +2 | 0.37% | Q1 2026 | May 14, 2026 |
| Drucker Wealth 3.0, LLC | History | New | 541 | 257 | 0.04% | — | 247 | +541 | New | Q1 2026 | Apr 23, 2026 |
| ALGEBRIS (UK) LTD | History | New | 540 | 256 | 0.02% | — | 248 | +540 | New | Q1 2026 | May 13, 2026 |
| Trek Financial, LLC | History | No change | 534 | 254 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 527 | 251 | 0.0% | — | 250 | +527 | New | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Reduced | 519 | 247 | 0.02% | 0.02% | 251 | -154 | -22.88% | Q1 2026 | May 15, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 518 | 246 | 0.03% | 0.03% | 252 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Portside Wealth Group, LLC | History | New | 511 | 243 | 0.03% | — | 253 | +511 | New | Q1 2026 | May 12, 2026 |
| nVerses Capital, LLC | History | New | 509 | 242 | 0.22% | — | 254 | +509 | New | Q1 2026 | May 13, 2026 |
| Ausbil Investment Management Ltd | History | New | 494 | 239 | 0.12% | — | 255 | +494 | New | Q1 2026 | Apr 07, 2026 |
| WEXFORD CAPITAL LP | History | Reduced | 500 | 238 | 0.03% | 0.08% | 257 | -500 | -50.0% | Q1 2026 | May 15, 2026 |
| SEB Asset Management AB | History | New | 500 | 238 | 0.0% | — | 258 | +500 | New | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 500 | 238 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 598 | 232 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 485 | 231 | 0.0% | 0.0% | 260 | +130 | 36.62% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | New | 467 | 222 | 0.0% | — | 261 | +467 | New | Q1 2026 | May 14, 2026 |
| Jefferies Financial Group Inc. | History | New | 465 | 221 | 0.0% | — | 262 | +465 | New | Q1 2026 | May 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 458 | 218 | 0.0% | — | 263 | +458 | New | Q1 2026 | May 11, 2026 |
| Militia Capital Management LLC | History | New | 458 | 218 | 0.05% | — | 264 | +458 | New | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 460 | 217 | 0.0% | 0.0% | 265 | +219 | 90.87% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 453 | 216 | 0.01% | — | 266 | +453 | New | Q1 2026 | May 08, 2026 |
| J. Team Financial, Inc. | History | New | 448 | 213 | 0.24% | — | 267 | +448 | New | Q1 2026 | Apr 22, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 443 | 211 | 0.04% | 0.09% | 268 | -531 | -54.52% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | New | 432 | 205 | 0.0% | — | 269 | +432 | New | Q1 2026 | May 15, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 519 | 201 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BROWN ADVISORY INC | History | New | 420 | 200 | 0.0% | — | 271 | +420 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 512 | 199 | 0.01% | 0.01% | 272 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 405 | 192 | 0.0% | 0.0% | 273 | +301 | 289.42% | Q1 2026 | Apr 30, 2026 |
| FIFTH THIRD BANCORP | History | New | 398 | 189 | 0.0% | — | 274 | +398 | New | Q1 2026 | May 01, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 369 | 175 | 0.0% | 0.0% | 275 | -86 | -18.9% | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 418 | 162 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 338 | 161 | 0.0% | 0.0% | 277 | -44 | -11.52% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Reduced | 337 | 160 | 0.0% | 0.0% | 278 | -63 | -15.75% | Q1 2026 | Apr 20, 2026 |
| Advisory Services Network, LLC | History | New | 328 | 156 | 0.0% | — | 279 | +328 | New | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 303 | 144 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| IFP Advisors, Inc | History | Reduced | 293 | 139 | 0.0% | 0.0% | 281 | -26 | -8.15% | Q1 2026 | Apr 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 291 | 138 | 0.01% | 0.01% | 282 | -32 | -9.91% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | No change | 280 | 123 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 253 | 120 | 0.01% | 0.0% | 284 | +9 | 3.69% | Q1 2026 | Apr 06, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 220 | 104 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| US BANCORP \DE\ | History | Added to | 218 | 103 | 0.0% | 0.0% | 286 | +5 | 2.35% | Q1 2026 | May 14, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 178 | 84 | 0.0% | 0.0% | 287 | +103 | 137.33% | Q1 2026 | May 11, 2026 |
| Larson Financial Group LLC | History | Added to | 172 | 81 | 0.0% | 0.0% | 289 | +40 | 30.3% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 170 | 81 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 161 | 76 | 0.0% | 0.0% | 290 | +36 | 28.8% | Q1 2026 | May 14, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 157 | 74 | 0.0% | 0.0% | 291 | +46 | 41.44% | Q1 2026 | Apr 27, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 147 | 70 | 0.0% | 0.0% | 292 | +49 | 50.0% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 156 | 60 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harvest Fund Management Co., Ltd | History | Added to | 115 | 55 | 0.0% | 0.0% | 294 | +112 | 3733.33% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 105 | 50 | 0.0% | 0.01% | 295 | +2 | 1.94% | Q1 2026 | Apr 06, 2026 |
| Global Retirement Partners, LLC | History | No change | 124 | 48 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 78 | 37 | 0.0% | 0.0% | 297 | +8 | 11.43% | Q1 2026 | May 15, 2026 |
| Matrix Trust Co | History | Added to | 78 | 37 | 0.01% | 0.0% | 298 | +8 | 11.43% | Q1 2026 | Apr 09, 2026 |
| Opal Wealth Advisors, LLC | History | New | 76 | 36 | 0.01% | — | 299 | +76 | New | Q1 2026 | Apr 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 71 | 33 | 0.0% | 0.0% | 300 | +14 | 24.56% | Q1 2026 | Apr 24, 2026 |