Intrepid Potash, Inc. - IPI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 918,145 | 39,269 | 0.0% | 0.0% | 1 | -13,200 | -1.42% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 734,413 | 31,412 | 0.01% | 0.0% | 2 | +16,813 | 2.34% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 509,730 | 21,801 | 0.0% | — | 3 | +509,730 | New | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 724,571 | 20,092 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 328,604 | 14,054 | 0.01% | 0.0% | 5 | +53,722 | 19.54% | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | New | 313,888 | 13,424 | 0.1% | — | 6 | +313,888 | New | Q1 2026 | May 15, 2026 |
| Goehring & Rozencwajg Associates, LLC | History | Added to | 267,097 | 11,423 | 0.61% | 0.6% | 7 | +47,781 | 21.79% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 259,787 | 11,113 | 0.0% | 0.0% | 8 | +10,843 | 4.36% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 238,742 | 10,210 | 0.0% | 0.0% | 9 | +3,060 | 1.3% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 226,356 | 9,975 | 0.0% | 0.0% | 10 | +126,574 | 126.85% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 229,915 | 9,833 | 0.0% | 0.0% | 11 | +49,044 | 27.12% | Q1 2026 | May 15, 2026 |
| GATE CITY CAPITAL MANAGEMENT, LLC | History | Reduced | 224,275 | 9,592 | 3.73% | 10.97% | 12 | -689,751 | -75.46% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 196,966 | 8,424 | 0.01% | 0.0% | 13 | +37,954 | 23.87% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 195,656 | 8,368 | 0.08% | 0.05% | 14 | +20,900 | 11.96% | Q1 2026 | May 12, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 194,213 | 8,306 | 0.0% | — | 15 | +194,213 | New | Q1 2026 | May 08, 2026 |
| Azarias Capital Management, L.P. | History | Reduced | 173,654 | 7,427 | 3.33% | 3.58% | 16 | -121,216 | -41.11% | Q1 2026 | Apr 16, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 171,041 | 7,312 | 0.01% | 0.0% | 17 | +88,657 | 107.61% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 154,550 | 6,610 | 0.01% | 0.01% | 18 | -12,542 | -7.51% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 153,424 | 6,561 | 0.0% | 0.0% | 19 | -51,269 | -25.05% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 152,711 | 6,531 | 0.0% | 0.0% | 20 | +118,757 | 349.76% | Q1 2026 | May 15, 2026 |
| First Eagle Investment Management, LLC | History | Reduced | 151,251 | 6,469 | 0.01% | 0.01% | 21 | -97,923 | -39.3% | Q1 2026 | May 14, 2026 |
| Garda Capital Partners LP | History | New | 135,300 | 5,786 | 1.5% | — | 22 | +135,300 | New | Q1 2026 | May 05, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 126,909 | 5,427 | 0.11% | 0.07% | 23 | +6,785 | 5.65% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 114,209 | 4,884 | 0.0% | 0.0% | 24 | +85 | 0.07% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Added to | 98,754 | 4,224 | 0.0% | 0.0% | 25 | +93,482 | 1773.18% | Q1 2026 | Apr 16, 2026 |
| Empowered Funds, LLC | History | Added to | 88,353 | 3,778 | 0.02% | 0.04% | 26 | +6,785 | 8.32% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 86,511 | 3,700 | 0.0% | 0.0% | 27 | +61,748 | 249.36% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 81,994 | 3,506 | 0.0% | 0.0% | 28 | +2,629 | 3.31% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 81,093 | 3,468 | 0.0% | 0.0% | 29 | +27,184 | 50.43% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 71,377 | 3,052 | 0.0% | — | 30 | +71,377 | New | Q1 2026 | May 08, 2026 |
| PDT Partners, LLC | History | No change | 61,949 | 2,649 | 0.16% | 0.11% | 31 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Glenorchy Capital Ltd | History | Added to | 61,235 | 2,619 | 0.15% | 0.1% | 32 | +2,203 | 3.73% | Q1 2026 | May 14, 2026 |
| IMC-Chicago, LLC | History | Added to | 59,585 | 2,548 | 0.0% | 0.0% | 33 | +49,485 | 489.95% | Q1 2026 | May 05, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 58,733 | 2,512 | 0.0% | 0.0% | 34 | +19,647 | 50.27% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | New | 58,085 | 2,484 | 0.01% | — | 35 | +58,085 | New | Q1 2026 | Apr 22, 2026 |
| Massar Capital Management, LP | History | New | 55,798 | 2,386 | 0.26% | — | 36 | +55,798 | New | Q1 2026 | May 15, 2026 |
| CenterStar Asset Management, LLC | History | New | 54,800 | 2,343 | 0.29% | — | 37 | +54,800 | New | Q1 2026 | May 01, 2026 |
| Engineers Gate Manager LP | History | New | 53,018 | 2,267 | 0.03% | — | 38 | +53,018 | New | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 52,953 | 2,264 | 0.0% | 0.0% | 39 | +31,702 | 149.18% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 51,603 | 2,207 | 0.0% | 0.0% | 40 | +31,682 | 159.04% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 51,299 | 2,194 | 0.0% | 0.0% | 41 | -1,999 | -3.75% | Q1 2026 | May 05, 2026 |
| Peapod Lane Capital LLC | History | No change | 46,086 | 2,000 | 1.64% | 1.09% | 42 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 42,883 | 1,834 | 0.0% | 0.0% | 43 | -59,466 | -58.1% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 41,008 | 1,754 | 0.11% | 0.19% | 44 | -39,993 | -49.37% | Q1 2026 | May 08, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 39,439 | 1,686 | 0.01% | 0.0% | 45 | +7,637 | 24.01% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 37,105 | 1,586 | 0.0% | — | 46 | +37,105 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 35,979 | 1,538 | 0.0% | 0.0% | 47 | +6,544 | 22.23% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | New | 35,233 | 1,506 | 0.0% | — | 48 | +35,233 | New | Q1 2026 | May 14, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 53,690 | 1,488 | 0.01% | 0.01% | 49 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 33,531 | 1,434 | 0.02% | — | 50 | +33,531 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 33,028 | 1,412 | 0.0% | 0.0% | 51 | -461 | -1.38% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 32,028 | 1,369 | 0.0% | 0.0% | 52 | -5,649 | -14.99% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 30,847 | 1,319 | 0.01% | 0.01% | 53 | -24,347 | -44.11% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 29,925 | 1,279 | 0.0% | 0.0% | 54 | -885 | -2.87% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 29,814 | 1,275 | 0.0% | 0.0% | 55 | +1,416 | 4.99% | Q1 2026 | May 12, 2026 |
| Quantinno Capital Management LP | History | Added to | 29,215 | 1,249 | 0.0% | 0.0% | 56 | +6,355 | 27.8% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 28,928 | 1,237 | 0.07% | 0.03% | 57 | +2,822 | 10.81% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 27,623 | 1,181 | 0.0% | 0.0% | 58 | +14,592 | 111.98% | Q1 2026 | May 11, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 25,165 | 1,076 | 0.0% | 0.0% | 59 | +1,687 | 7.19% | Q1 2026 | May 06, 2026 |
| Steadtrust LLC | History | Reduced | 24,790 | 1,060 | 0.6% | 0.44% | 60 | -1,040 | -4.03% | Q1 2026 | Apr 15, 2026 |
| SEI INVESTMENTS CO | History | New | 23,194 | 992 | 0.0% | — | 61 | +23,194 | New | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 22,062 | 943 | 0.0% | 0.0% | 62 | -26,097 | -54.19% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Reduced | 19,243 | 823 | 0.0% | 0.0% | 63 | -1,236 | -6.04% | Q1 2026 | May 05, 2026 |
| Informed Momentum Co LLC | History | New | 18,994 | 812 | 0.09% | — | 64 | +18,994 | New | Q1 2026 | May 13, 2026 |
| Eschler Asset Management LLP | History | New | 18,462 | 789 | 0.79% | — | 65 | +18,462 | New | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 17,559 | 750 | 0.02% | — | 66 | +17,559 | New | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | New | 15,092 | 645 | 0.0% | — | 67 | +15,092 | New | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 14,931 | 638 | 0.0% | 0.0% | 68 | +5,245 | 54.15% | Q1 2026 | May 12, 2026 |
| Quadrature Capital Ltd | History | New | 14,764 | 631 | 0.01% | — | 69 | +14,764 | New | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 14,566 | 622 | 0.0% | 0.0% | 70 | +14,066 | 2813.2% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 14,110 | 603 | 0.0% | — | 71 | +14,110 | New | Q1 2026 | May 01, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 14,094 | 602 | 0.0% | 0.0% | 72 | -657 | -4.45% | Q1 2026 | May 12, 2026 |
| RFG Advisory, LLC | History | New | 13,853 | 592 | 0.01% | — | 73 | +13,853 | New | Q1 2026 | Apr 17, 2026 |
| FIRST MANHATTAN CO. LLC. | History | New | 13,425 | 574 | 0.0% | — | 74 | +13,425 | New | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 12,365 | 528 | 0.0% | — | 75 | +12,365 | New | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Reduced | 11,195 | 478 | 0.01% | 0.01% | 76 | -30,222 | -72.97% | Q1 2026 | May 14, 2026 |
| Harbour Capital Advisors, LLC | History | New | 12,430 | 468 | 0.09% | — | 77 | +12,430 | New | Q1 2026 | Apr 29, 2026 |
| Hillsdale Investment Management Inc. | History | New | 10,800 | 461 | 0.01% | — | 78 | +10,800 | New | Q1 2026 | May 04, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 10,740 | 459 | 0.01% | — | 79 | +10,740 | New | Q1 2026 | Apr 27, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 10,726 | 458 | 0.0% | 0.0% | 80 | +416 | 4.03% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 10,600 | 453 | 0.01% | — | 81 | +10,600 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | New | 10,299 | 440 | 0.0% | — | 82 | +10,299 | New | Q1 2026 | May 06, 2026 |
| ArrowMark Colorado Holdings LLC | History | No change | 10,150 | 434 | 0.01% | 0.01% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 9,180 | 392 | 0.01% | 0.02% | 84 | -21,628 | -70.2% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 9,057 | 388 | 0.0% | 0.0% | 85 | -4,359 | -32.49% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | Reduced | 8,640 | 369 | 0.0% | 0.0% | 87 | -43,145 | -83.32% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 8,641 | 369 | 0.0% | 0.0% | 86 | -540 | -5.88% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 8,489 | 363 | 0.0% | 0.0% | 88 | +8,176 | 2612.14% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | New | 8,414 | 360 | 0.0% | — | 89 | +8,414 | New | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 8,222 | 351 | 0.0% | 0.0% | 90 | -4,932 | -37.49% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 8,027 | 343 | 0.0% | 0.0% | 91 | +6,453 | 409.97% | Q1 2026 | May 13, 2026 |
| Baader Bank Aktiengesellschaft | History | New | 8,000 | 342 | 0.03% | — | 92 | +8,000 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 7,743 | 331 | 0.0% | 0.0% | 93 | -7,864 | -50.39% | Q1 2026 | May 11, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 7,718 | 330 | 0.0% | 0.0% | 94 | -5,800 | -42.91% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 7,656 | 327 | 0.0% | — | 95 | +7,656 | New | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 7,616 | 325 | 0.0% | 0.0% | 96 | -7,417 | -49.34% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Reduced | 7,525 | 321 | 0.09% | 0.16% | 97 | -7,197 | -48.89% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 7,400 | 316 | 0.0% | 0.0% | 98 | +7,150 | 2860.0% | Q1 2026 | May 11, 2026 |
| Rossby Financial, LCC | History | New | 7,500 | 315 | 0.06% | — | 99 | +7,500 | New | Q1 2026 | May 11, 2026 |
| Assenagon Asset Management S.A. | History | New | 7,183 | 307 | 0.0% | — | 100 | +7,183 | New | Q1 2026 | Apr 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,164 | 306 | 0.01% | 0.01% | 101 | -4,187 | -36.89% | Q1 2026 | Apr 22, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 7,074 | 302 | 0.01% | — | 102 | +7,074 | New | Q1 2026 | May 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 6,748 | 288 | 0.0% | — | 103 | +6,748 | New | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | New | 6,732 | 287 | 0.0% | — | 104 | +6,732 | New | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 9,978 | 276 | 0.0% | 0.0% | 105 | -5,810 | -36.8% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | New | 6,355 | 271 | 0.0% | — | 106 | +6,355 | New | Q1 2026 | May 08, 2026 |
| Polymer Capital Management (US) LLC | History | New | 6,353 | 271 | 0.03% | — | 107 | +6,353 | New | Q1 2026 | May 13, 2026 |
| Headlands Technologies LLC | History | New | 6,123 | 261 | 0.03% | — | 108 | +6,123 | New | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Added to | 6,052 | 258 | 0.0% | 0.0% | 109 | +300 | 5.22% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | New | 5,949 | 254 | 0.03% | — | 111 | +5,949 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 5,962 | 254 | 0.0% | 0.0% | 110 | -1,356 | -18.53% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | New | 5,874 | 251 | 0.0% | — | 112 | +5,874 | New | Q1 2026 | Apr 27, 2026 |
| BARCLAYS PLC | History | Reduced | 5,824 | 249 | 0.0% | 0.0% | 113 | -15,188 | -72.28% | Q1 2026 | May 14, 2026 |
| Summit Global Investments | History | Reduced | 5,713 | 244 | 0.01% | 0.03% | 115 | -9,861 | -63.32% | Q1 2026 | May 07, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 5,708 | 244 | 0.0% | 0.0% | 114 | +3,159 | 123.93% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,208 | 222 | 0.0% | 0.0% | 116 | +234 | 4.7% | Q1 2026 | May 15, 2026 |
| WESBANCO BANK INC | History | New | 5,000 | 213 | 0.01% | — | 117 | +5,000 | New | Q1 2026 | Apr 21, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,789 | 204 | 0.0% | — | 118 | +4,789 | New | Q1 2026 | May 08, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,640 | 198 | 0.0% | 0.0% | 119 | -75,647 | -94.22% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 3,902 | 166 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quantbot Technologies LP | History | Added to | 3,061 | 130 | 0.01% | 0.0% | 121 | +230 | 8.12% | Q1 2026 | May 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 2,639 | 112 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Legal & General Group Plc | History | No change | 2,112 | 90 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 895 | 38 | 0.0% | 0.0% | 124 | -205 | -18.64% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 885 | 37 | 0.01% | — | 125 | +869 | 5431.25% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 875 | 36 | 0.0% | — | 126 | +875 | New | Q1 2026 | May 01, 2026 |
| Optiver Holding B.V. | History | Reduced | 822 | 35 | 0.0% | 0.0% | 127 | -2,822 | -77.44% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 771 | 32 | 0.0% | 0.0% | 128 | -69 | -8.21% | Q1 2026 | May 15, 2026 |
| FNY Investment Advisers, LLC | History | New | 716 | 30 | 0.01% | — | 129 | +716 | New | Q1 2026 | Apr 15, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 685 | 29 | 0.0% | 0.0% | 130 | -229 | -25.05% | Q1 2026 | Apr 07, 2026 |
| Investors Research Corp | History | No change | 670 | 28 | 0.01% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 583 | 24 | 0.0% | 0.0% | 132 | -80 | -12.07% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | No change | 564 | 24 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 375 | 16 | 0.0% | 0.0% | 134 | +125 | 50.0% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Added to | 359 | 15 | 0.0% | 0.0% | 135 | +81 | 29.14% | Q1 2026 | Apr 06, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 333 | 14 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Parallel Advisors, LLC | History | New | 308 | 13 | 0.0% | — | 138 | +308 | New | Q1 2026 | May 07, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 319 | 13 | 0.0% | 0.0% | 137 | -27 | -7.8% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 294 | 12 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 220 | 9 | 0.0% | 0.0% | 140 | +8 | 3.77% | Q1 2026 | Apr 06, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 206 | 8 | 0.0% | 0.0% | 141 | -16 | -7.21% | Q1 2026 | Apr 27, 2026 |
| US BANCORP \DE\ | History | Added to | 171 | 7 | 0.0% | 0.0% | 142 | +6 | 3.64% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 288 | 7 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Hurley Capital, LLC | History | New | 157 | 6 | 0.0% | — | 146 | +157 | New | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 158 | 6 | 0.0% | 0.0% | 145 | -71 | -31.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 143 | 6 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 105 | 4 | 0.0% | 0.0% | 147 | -73 | -41.01% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 79 | 3 | 0.0% | 0.0% | 148 | +10 | 14.49% | Q1 2026 | May 14, 2026 |
| Fortitude Family Office, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Redwood Park Advisors LLC | History | New | 60 | 2 | 0.0% | — | 151 | +60 | New | Q1 2026 | May 04, 2026 |
| Geneos Wealth Management Inc. | History | No change | 50 | 2 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 29 | 1 | 0.0% | 0.0% | 152 | -261 | -90.0% | Q1 2026 | Apr 30, 2026 |
| Western Wealth Management, LLC | History | New | 34 | 1 | 0.0% | — | 153 | +34 | New | Q1 2026 | May 19, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -39,700 | -100.0% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Closed out | 0 | 0 | — | 0.0% | — | -32,047 | -100.0% | Q1 2026 | May 04, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -28,231 | -100.0% | Q1 2026 | May 15, 2026 |
| Caption Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -21,956 | -100.0% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -12,881 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.0% | — | -12,158 | -100.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Closed out | 0 | 0 | — | 0.0% | — | -11,781 | -100.0% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Closed out | 0 | 0 | — | 0.0% | — | -10,700 | -100.0% | Q1 2026 | Apr 24, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,551 | -100.0% | Q1 2026 | May 14, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,222 | -100.0% | Q1 2026 | May 15, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.01% | — | -8,141 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,575 | -100.0% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -357 | -100.0% | Q1 2026 | Apr 28, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -338 | -100.0% | Q1 2026 | May 08, 2026 |
| Bank Julius Baer & Co. Ltd, Zurich | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 05, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -148 | -100.0% | Q1 2026 | May 15, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -24 | -100.0% | Q1 2026 | May 04, 2026 |
| ASSETMARK, INC | History | Reduced | 2 | 0 | — | — | — | -18 | -90.0% | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 01, 2026 |
| Kilter Group LLC | History | New | 12 | 0 | — | — | — | +12 | New | Q1 2026 | May 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | — | — | -10 | -100.0% | Q1 2026 | May 14, 2026 |
| Investors Portfolio Services LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parkside Financial Bank & Trust | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Covestor Ltd | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Farther Finance Advisors, LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Torren Management, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |