KADANT INC - KAI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 1,736,630 | 507,703 | 0.01% | 0.01% | 1 | +561 | 0.03% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 1,297,741 | 369,882 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 1,161,595 | 339,592 | 1.0% | 0.91% | 3 | -27,520 | -2.31% | Q1 2026 | May 14, 2026 |
| WASATCH ADVISORS LP | History | Added to | 1,038,548 | 303,619 | 2.02% | 1.55% | 4 | +125,342 | 13.73% | Q1 2026 | Apr 21, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 701,940 | 205,212 | 0.01% | — | 5 | +701,940 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 529,048 | 154,667 | 0.0% | — | 6 | +529,048 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 460,514 | 134,631 | 0.0% | 0.0% | 7 | +3,793 | 0.83% | Q1 2026 | May 15, 2026 |
| Capital International Investors | History | Reduced | 447,841 | 130,926 | 0.03% | 0.02% | 8 | -29,633 | -6.21% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Reduced | 369,486 | 108,019 | 0.08% | 0.09% | 9 | -32,526 | -8.09% | Q1 2026 | May 14, 2026 |
| Capital World Investors | History | Reduced | 354,850 | 103,740 | 0.01% | 0.02% | 10 | -139,923 | -28.28% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 319,622 | 93,458 | 0.01% | 0.01% | 11 | +5,126 | 1.63% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 278,545 | 81,428 | 0.02% | 0.02% | 12 | -484 | -0.17% | Q1 2026 | May 07, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Added to | 252,230 | 73,739 | 1.8% | 0.94% | 13 | +76,366 | 43.42% | Q1 2026 | Apr 17, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 237,946 | 69,563 | 0.69% | 0.59% | 14 | +33,009 | 16.11% | Q1 2026 | May 12, 2026 |
| Conestoga Capital Advisors, LLC | History | Reduced | 209,949 | 61,378 | 1.23% | 1.04% | 15 | -6,255 | -2.89% | Q1 2026 | Apr 24, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 182,407 | 53,327 | 0.09% | 0.12% | 16 | -91,473 | -33.4% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 174,846 | 51,118 | 0.01% | 0.01% | 17 | -16,105 | -8.43% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Reduced | 172,465 | 50,419 | 0.08% | 0.08% | 18 | -32,730 | -15.95% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 163,173 | 47,704 | 0.0% | 0.0% | 19 | -8,557 | -4.98% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 151,837 | 44,389 | 0.24% | 0.24% | 20 | -3 | -0.0% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 150,814 | 42,985 | 0.0% | 0.0% | 21 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NORTHERN TRUST CORP | History | Added to | 146,223 | 42,748 | 0.01% | 0.01% | 22 | +57 | 0.04% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 135,137 | 39,507 | 0.01% | 0.01% | 23 | +5,615 | 4.34% | Q1 2026 | May 15, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 129,081 | 37,736 | 0.48% | 0.53% | 24 | -55,465 | -30.05% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 128,992 | 37,710 | 0.01% | 0.01% | 25 | +5,464 | 4.42% | Q1 2026 | May 11, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 118,248 | 34,569 | 0.0% | 0.0% | 26 | +21,038 | 21.64% | Q1 2026 | May 15, 2026 |
| Grandeur Peak Global Advisors, LLC | History | Added to | 113,603 | 33,211 | 7.78% | 1.06% | 27 | +85,998 | 311.53% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 109,472 | 31,937 | 0.01% | 0.01% | 28 | +7,175 | 7.01% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 104,349 | 30,506 | 0.0% | 0.0% | 29 | +28,074 | 36.81% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 99,499 | 29,088 | 0.0% | 0.0% | 30 | -492 | -0.49% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 87,793 | 27,636 | 0.01% | 0.01% | 31 | +379 | 0.43% | Q1 2026 | May 14, 2026 |
| Select Equity Group, L.P. | History | Added to | 88,612 | 25,905 | 0.13% | 0.09% | 32 | +12,437 | 16.33% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 87,015 | 25,438 | 0.01% | 0.01% | 33 | +443 | 0.51% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 86,712 | 25,350 | 0.01% | 0.0% | 34 | +51,686 | 147.56% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 85,744 | 25,067 | 0.02% | 0.03% | 35 | -3,411 | -3.83% | Q1 2026 | May 13, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 85,623 | 25,031 | 0.03% | 0.03% | 36 | -2,170 | -2.47% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 81,915 | 23,947 | 0.01% | — | 37 | +81,915 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 81,086 | 23,705 | 0.0% | 0.0% | 38 | -1,530 | -1.85% | Q1 2026 | May 05, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 78,053 | 22,818 | 0.06% | 0.04% | 39 | +24,779 | 46.51% | Q1 2026 | May 14, 2026 |
| DUDLEY & SHANLEY, INC. | History | Added to | 75,735 | 22,141 | 3.62% | 2.52% | 40 | +20,615 | 37.4% | Q1 2026 | Apr 08, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 74,279 | 21,715 | 0.06% | 0.1% | 41 | -52,137 | -41.24% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 73,304 | 21,430 | 0.0% | 0.0% | 42 | +63,552 | 651.68% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 72,624 | 21,231 | 0.0% | 0.0% | 43 | +2,255 | 3.2% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 66,886 | 19,554 | 0.0% | 0.0% | 44 | -15,838 | -19.15% | Q1 2026 | May 05, 2026 |
| Amundi | History | Added to | 65,137 | 19,035 | 0.01% | 0.0% | 45 | +14,760 | 29.3% | Q1 2026 | May 15, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 61,079 | 17,856 | 0.06% | 0.08% | 46 | -32,000 | -34.38% | Q1 2026 | Apr 28, 2026 |
| Curi Capital, LLC | History | Added to | 58,735 | 17,171 | 0.31% | 0.29% | 47 | +863 | 1.49% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 57,777 | 16,891 | 0.0% | 0.0% | 48 | +28,971 | 100.57% | Q1 2026 | May 04, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 57,586 | 16,835 | 0.01% | 0.01% | 49 | +1,262 | 2.24% | Q1 2026 | May 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 56,158 | 16,416 | 0.01% | 0.0% | 50 | +45,073 | 406.61% | Q1 2026 | May 18, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 55,073 | 16,100 | 0.02% | 0.01% | 51 | +11,827 | 27.35% | Q1 2026 | Apr 22, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 53,987 | 15,783 | 0.08% | 0.08% | 52 | -2,438 | -4.32% | Q1 2026 | May 14, 2026 |
| Aberdeen Group plc | History | No change | 48,881 | 14,290 | 0.02% | 0.02% | 53 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| DF DENT & CO INC | History | Reduced | 46,393 | 13,562 | 0.26% | 0.2% | 54 | -1,213 | -2.55% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 44,903 | 13,049 | 0.02% | 0.02% | 55 | -3,943 | -8.07% | Q1 2026 | May 05, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Reduced | 43,018 | 12,576 | 1.82% | 1.79% | 56 | -2,015 | -4.47% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Reduced | 42,132 | 12,317 | 0.04% | 0.04% | 57 | -3,513 | -7.7% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 41,533 | 12,142 | 0.1% | 0.08% | 58 | +419 | 1.02% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 39,742 | 11,619 | 0.02% | 0.03% | 59 | -38,105 | -48.95% | Q1 2026 | May 06, 2026 |
| ArrowMark Colorado Holdings LLC | History | Added to | 37,898 | 11,079 | 0.29% | 0.2% | 60 | +6,701 | 21.48% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 37,134 | 10,579 | 0.0% | 0.0% | 61 | -8,844 | -19.24% | Q1 2026 | May 13, 2026 |
| EULAV Asset Management | History | No change | 35,800 | 10,466 | 0.33% | 0.27% | 62 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 33,892 | 9,908 | 0.02% | 0.0% | 63 | +33,627 | 12689.43% | Q1 2026 | May 01, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 33,797 | 9,880 | 0.01% | 0.01% | 64 | +388 | 1.16% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Added to | 33,516 | 9,798 | 0.0% | 0.0% | 65 | +269 | 0.81% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 33,197 | 9,461 | 0.04% | 0.04% | 66 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| PARADIGM CAPITAL MANAGEMENT INC/NY | History | No change | 29,800 | 8,712 | 0.33% | 0.36% | 67 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 28,472 | 8,323 | 0.09% | 0.05% | 68 | +12,797 | 81.64% | Q1 2026 | Apr 23, 2026 |
| CITIGROUP INC | History | Added to | 26,805 | 7,836 | 0.0% | 0.0% | 69 | +17 | 0.06% | Q1 2026 | May 11, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 26,325 | 7,696 | 0.01% | 0.0% | 70 | +9,267 | 54.33% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Added to | 25,507 | 7,456 | 0.0% | 0.0% | 71 | +454 | 1.81% | Q1 2026 | Apr 30, 2026 |
| Erste Asset Management GmbH | History | Added to | 25,388 | 7,232 | 0.07% | 0.03% | 72 | +11,516 | 83.02% | Q1 2026 | May 11, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 23,500 | 6,870 | 0.01% | 0.01% | 73 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Swiss National Bank | History | No change | 23,240 | 6,794 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 22,850 | 6,680 | 0.0% | 0.0% | 75 | +1,081 | 4.97% | Q1 2026 | May 13, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 23,085 | 6,576 | 0.02% | — | 76 | +23,085 | New | Q1 2026 | May 07, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 22,473 | 6,569 | 0.25% | — | 77 | +22,473 | New | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 20,915 | 6,114 | 0.0% | 0.0% | 78 | -1,539 | -6.85% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 20,571 | 6,013 | 0.01% | 0.01% | 79 | -2,282 | -9.99% | Q1 2026 | Apr 24, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 17,808 | 5,206 | 0.05% | 0.04% | 80 | +2,322 | 14.99% | Q1 2026 | May 08, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 16,923 | 4,947 | 0.03% | 0.03% | 81 | -1,180 | -6.52% | Q1 2026 | May 05, 2026 |
| Callan Family Office, LLC | History | Added to | 14,572 | 4,260 | 0.1% | 0.08% | 82 | +1,319 | 9.95% | Q1 2026 | May 13, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 14,540 | 4,250 | 0.09% | 0.09% | 83 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Man Group plc | History | Reduced | 14,418 | 4,215 | 0.01% | 0.02% | 84 | -18,446 | -56.13% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 14,133 | 4,131 | 0.0% | 0.0% | 85 | +2,727 | 23.91% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 13,991 | 4,090 | 0.0% | 0.01% | 86 | -4,495 | -24.32% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Reduced | 13,398 | 3,916 | 0.39% | 0.63% | 87 | -4,934 | -26.91% | Q1 2026 | May 15, 2026 |
| Emerald Investment Advisers, LLC | History | New | 13,247 | 3,872 | 0.35% | — | 88 | +13,247 | New | Q1 2026 | May 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 13,425 | 3,826 | 0.0% | 0.0% | 89 | -476 | -3.42% | Q1 2026 | May 15, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 12,391 | 3,622 | 0.15% | 0.15% | 90 | -315 | -2.48% | Q1 2026 | Apr 21, 2026 |
| Clean Yield Group | History | Added to | 12,168 | 3,557 | 1.0% | 0.93% | 91 | +373 | 3.16% | Q1 2026 | Apr 14, 2026 |
| Holocene Advisors, LP | History | Added to | 12,134 | 3,547 | 0.01% | 0.0% | 92 | +8,391 | 224.18% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 12,027 | 3,516 | 0.0% | 0.0% | 93 | +1,012 | 9.19% | Q1 2026 | May 13, 2026 |
| MOUNTAIN PACIFIC INVESTMENT ADVISERS LLC | History | Added to | 11,626 | 3,398 | 0.58% | 0.53% | 94 | +204 | 1.79% | Q1 2026 | Apr 16, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 11,562 | 3,380 | 0.0% | — | 95 | +11,562 | New | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 11,428 | 3,340 | 0.0% | 0.0% | 96 | -1,983 | -14.79% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 11,211 | 3,277 | 0.0% | 0.0% | 97 | +8,111 | 261.65% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,143 | 3,257 | 0.01% | 0.01% | 98 | -141 | -1.25% | Q1 2026 | May 08, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 10,676 | 3,121 | 0.0% | 0.01% | 99 | -1,228 | -10.32% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 10,575 | 3,091 | 0.0% | 0.0% | 100 | +1,135 | 12.02% | Q1 2026 | May 06, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 9,842 | 2,878 | 0.01% | 0.01% | 101 | -598 | -5.73% | Q1 2026 | May 14, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 9,427 | 2,755 | 0.0% | — | 102 | +9,427 | New | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 8,870 | 2,593 | 0.0% | 0.01% | 103 | -2,377 | -21.13% | Q1 2026 | May 11, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 8,616 | 2,518 | 0.0% | 0.0% | 104 | +903 | 11.71% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 8,515 | 2,489 | 0.0% | 0.0% | 105 | +3,252 | 61.79% | Q1 2026 | May 12, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 7,861 | 2,298 | 0.0% | 0.0% | 106 | -232 | -2.87% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Added to | 7,594 | 2,220 | 0.01% | 0.01% | 107 | +643 | 9.25% | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 7,365 | 2,153 | 0.03% | 0.03% | 109 | -777 | -9.54% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 7,365 | 2,153 | 0.02% | 0.03% | 108 | -758 | -9.33% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 6,876 | 2,010 | 0.01% | 0.01% | 110 | -1,839 | -21.1% | Q1 2026 | May 05, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 6,837 | 1,998 | 0.0% | 0.0% | 111 | +480 | 7.55% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 6,747 | 1,972 | 0.0% | 0.0% | 112 | +2,243 | 49.8% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,724 | 1,965 | 0.0% | 0.0% | 113 | +2,491 | 58.85% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 6,120 | 1,789 | 0.02% | 0.02% | 114 | +37 | 0.61% | Q1 2026 | May 05, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 5,865 | 1,714 | 0.01% | 0.01% | 115 | +9 | 0.15% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 5,814 | 1,699 | 0.02% | 0.02% | 116 | -184 | -3.07% | Q1 2026 | Apr 20, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 5,721 | 1,672 | 0.16% | 0.08% | 117 | +2,840 | 98.58% | Q1 2026 | Apr 10, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 5,641 | 1,649 | 0.0% | 0.0% | 118 | +454 | 8.75% | Q1 2026 | May 13, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 5,533 | 1,617 | 0.0% | 0.0% | 119 | +64 | 1.17% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 5,370 | 1,569 | 0.01% | 0.01% | 120 | +1,358 | 33.85% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 5,199 | 1,520 | 0.02% | 0.02% | 121 | +212 | 4.25% | Q1 2026 | May 05, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 5,200 | 1,520 | 0.03% | 0.03% | 122 | -200 | -3.7% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 5,110 | 1,493 | 0.0% | 0.0% | 123 | -417 | -7.54% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 5,018 | 1,467 | 0.0% | 0.0% | 124 | -2,894 | -36.58% | Q1 2026 | May 12, 2026 |
| Zhang Financial LLC | History | No change | 4,926 | 1,440 | 0.05% | 0.05% | 125 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard Global Advisers, LLC | History | New | 4,876 | 1,425 | 0.0% | — | 126 | +4,876 | New | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,629 | 1,353 | 0.0% | 0.0% | 127 | -73 | -1.55% | Q1 2026 | May 12, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 4,291 | 1,254 | 0.1% | 0.09% | 128 | -343 | -7.4% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 4,230 | 1,236 | 0.0% | 0.0% | 129 | +2,169 | 105.24% | Q1 2026 | May 06, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 4,046 | 1,182 | 0.0% | 0.0% | 130 | +310 | 8.3% | Q1 2026 | May 15, 2026 |
| Virtu Financial LLC | History | New | 4,031 | 1,178 | 0.05% | — | 131 | +4,031 | New | Q1 2026 | May 14, 2026 |
| Cetera Investment Advisers | History | Added to | 4,022 | 1,175 | 0.0% | 0.0% | 132 | +2,991 | 290.11% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 3,799 | 1,110 | 0.0% | 0.0% | 133 | -300 | -7.32% | Q1 2026 | May 06, 2026 |
| Diversified Trust Co | History | Reduced | 3,719 | 1,087 | 0.02% | 0.02% | 134 | -368 | -9.0% | Q1 2026 | Apr 16, 2026 |
| Wakefield Asset Management LLLP | History | New | 3,699 | 1,081 | 0.29% | — | 135 | +3,699 | New | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 3,474 | 1,015 | 0.0% | 0.0% | 136 | -2,741 | -44.1% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | New | 3,460 | 1,011 | 0.0% | — | 137 | +3,460 | New | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,442 | 1,006 | 0.0% | 0.0% | 138 | +118 | 3.55% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 3,389 | 991 | 0.01% | 0.01% | 139 | -33 | -0.96% | Q1 2026 | May 08, 2026 |
| BARCLAYS PLC | History | Reduced | 3,333 | 974 | 0.0% | 0.0% | 140 | -16,082 | -82.83% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | New | 3,274 | 957 | 0.0% | — | 141 | +3,274 | New | Q1 2026 | Apr 22, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 3,257 | 952 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arizona State Retirement System | History | Reduced | 3,235 | 945 | 0.01% | 0.01% | 143 | -28 | -0.86% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 3,176 | 928 | 0.01% | 0.01% | 144 | -27 | -0.84% | Q1 2026 | Apr 24, 2026 |
| Main Management ETF Advisors, LLC | History | New | 3,152 | 921 | 0.03% | — | 145 | +3,152 | New | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 3,075 | 898 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 3,045 | 890 | 0.12% | 0.11% | 147 | +50 | 1.67% | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Reduced | 2,971 | 868 | 0.0% | 0.0% | 148 | -647 | -17.88% | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 2,954 | 863 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 2,913 | 851 | 0.0% | 0.0% | 150 | -3 | -0.1% | Q1 2026 | May 01, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 2,889 | 844 | 0.0% | — | 151 | +2,889 | New | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 2,870 | 839 | 0.0% | 0.0% | 152 | +54 | 1.92% | Q1 2026 | Apr 30, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 2,708 | 791 | 0.05% | — | 153 | +2,708 | New | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 2,694 | 787 | 0.01% | 0.01% | 154 | -9 | -0.33% | Q1 2026 | Apr 29, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 2,658 | 777 | 0.1% | 0.09% | 155 | -60 | -2.21% | Q1 2026 | May 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 2,642 | 772 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Added to | 2,618 | 765 | 0.02% | 0.02% | 157 | +282 | 12.07% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 2,580 | 754 | 0.0% | 0.0% | 158 | +80 | 3.2% | Q1 2026 | Apr 29, 2026 |
| Curated Wealth Partners LLC | History | Added to | 2,565 | 749 | 0.09% | 0.07% | 159 | +145 | 5.99% | Q1 2026 | Apr 09, 2026 |
| Brevan Howard Capital Management LP | History | New | 2,505 | 732 | 0.01% | — | 160 | +2,505 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 2,500 | 730 | 0.0% | — | 161 | +2,500 | New | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 2,461 | 719 | 0.01% | 0.01% | 162 | -1,609 | -39.53% | Q1 2026 | May 08, 2026 |
| Vancity Investment Management Ltd | History | Added to | 2,415 | 706 | 0.11% | 0.08% | 163 | +369 | 18.04% | Q1 2026 | May 15, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | No change | 2,398 | 701 | 0.08% | 0.07% | 164 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| QSV Equity Investors LLC | History | No change | 2,441 | 695 | 1.03% | 1.03% | 165 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,327 | 680 | 0.0% | 0.0% | 166 | -381 | -14.07% | Q1 2026 | Apr 27, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,301 | 673 | 0.0% | 0.0% | 167 | -1,390 | -37.66% | Q1 2026 | Apr 16, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 2,298 | 672 | 0.0% | 0.0% | 168 | +1,013 | 78.83% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 2,117 | 618 | 0.0% | 0.0% | 170 | +234 | 12.43% | Q1 2026 | May 11, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 2,117 | 618 | 0.01% | 0.01% | 169 | -65 | -2.98% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 2,090 | 611 | 0.0% | 0.0% | 171 | -3 | -0.14% | Q1 2026 | May 12, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 2,083 | 609 | 0.0% | 0.0% | 172 | -57 | -2.66% | Q1 2026 | Jun 02, 2026 |
| BENJAMIN EDWARDS INC | History | New | 1,997 | 583 | 0.01% | — | 173 | +1,997 | New | Q1 2026 | May 12, 2026 |
| ExodusPoint Capital Management, LP | History | New | 1,982 | 579 | 0.0% | — | 174 | +1,982 | New | Q1 2026 | May 14, 2026 |
| Concurrent Investment Advisors, LLC | History | Added to | 1,939 | 566 | 0.01% | 0.01% | 175 | +239 | 14.06% | Q1 2026 | Apr 20, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 1,914 | 559 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Impact Capital Partners LLC | History | Added to | 1,868 | 546 | 0.17% | 0.15% | 177 | +53 | 2.92% | Q1 2026 | Apr 10, 2026 |
| Bridgewater Associates, LP | History | Reduced | 1,804 | 527 | 0.0% | 0.01% | 178 | -5,262 | -74.47% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 1,761 | 514 | 0.04% | 0.04% | 179 | +130 | 7.97% | Q1 2026 | Apr 23, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 1,713 | 500 | 0.01% | 0.01% | 180 | -19 | -1.1% | Q1 2026 | May 04, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 1,693 | 494 | 0.03% | 0.05% | 181 | -1,370 | -44.73% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 1,663 | 486 | 0.0% | 0.0% | 182 | +903 | 118.82% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,646 | 481 | 0.0% | 0.0% | 183 | +212 | 14.78% | Q1 2026 | May 08, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 1,615 | 472 | 0.01% | 0.02% | 185 | -1,017 | -38.64% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 1,616 | 472 | 0.0% | 0.0% | 184 | +458 | 39.55% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 1,602 | 468 | 0.0% | 0.0% | 186 | +1,545 | 2710.53% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,584 | 463 | 0.0% | 0.0% | 187 | +505 | 46.8% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Reduced | 1,549 | 452 | 0.01% | 0.02% | 188 | -587 | -27.48% | Q1 2026 | Apr 27, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 1,513 | 442 | 0.0% | 0.0% | 189 | +105 | 7.46% | Q1 2026 | May 13, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 1,495 | 437 | 0.01% | 0.01% | 190 | -14 | -0.93% | Q1 2026 | Apr 22, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 1,442 | 421 | 0.0% | 0.0% | 191 | +340 | 30.85% | Q1 2026 | May 14, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 1,425 | 416 | 0.35% | 0.32% | 192 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| WESBANCO BANK INC | History | Reduced | 1,410 | 412 | 0.01% | 0.01% | 193 | -80 | -5.37% | Q1 2026 | Apr 21, 2026 |
| Trust Point Inc. | History | Added to | 1,372 | 401 | 0.03% | 0.03% | 194 | +131 | 10.56% | Q1 2026 | Apr 15, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 1,356 | 396 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 1,348 | 394 | 0.0% | 0.0% | 196 | +2 | 0.15% | Q1 2026 | May 07, 2026 |
| GLENMEDE TRUST CO NA | History | Reduced | 1,328 | 388 | 0.0% | 0.0% | 197 | -104 | -7.26% | Q1 2026 | May 26, 2026 |
| Integrated Wealth Concepts LLC | History | New | 1,323 | 386 | 0.0% | — | 198 | +1,323 | New | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 1,313 | 383 | 0.0% | 0.0% | 199 | -612 | -31.79% | Q1 2026 | May 05, 2026 |
| Tidal Investments LLC | History | Added to | 1,280 | 374 | 0.0% | 0.0% | 200 | +38 | 3.06% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 1,250 | 365 | 0.03% | 0.08% | 201 | -4,737 | -79.12% | Q1 2026 | May 15, 2026 |
| EQUITABLE TRUST CO | History | New | 1,250 | 365 | 0.02% | — | 202 | +1,250 | New | Q1 2026 | Apr 30, 2026 |
| Quantum Private Wealth, LLC | History | No change | 1,229 | 359 | 0.11% | 0.1% | 203 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 1,187 | 347 | 0.03% | 0.02% | 204 | +125 | 11.77% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 1,149 | 335 | 0.0% | — | 205 | +1,149 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 1,141 | 333 | 0.0% | 0.0% | 206 | -39 | -3.31% | Q1 2026 | May 08, 2026 |
| XPONANCE LLC | History | Added to | 1,115 | 325 | 0.0% | 0.0% | 207 | +182 | 19.51% | Q1 2026 | May 13, 2026 |
| World Investment Advisors | History | Reduced | 1,109 | 324 | 0.01% | 0.01% | 208 | -107 | -8.8% | Q1 2026 | Apr 27, 2026 |
| PARK AVENUE SECURITIES LLC | History | New | 1,028 | 301 | 0.0% | — | 209 | +1,028 | New | Q1 2026 | Apr 07, 2026 |
| PEAK6 LLC | History | New | 1,022 | 298 | 0.0% | — | 210 | +1,022 | New | Q1 2026 | May 13, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 1,011 | 295 | 0.03% | 0.02% | 211 | +155 | 18.11% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 993 | 290 | 0.0% | 0.0% | 212 | +35 | 3.65% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 985 | 287 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 952 | 278 | 0.01% | 0.01% | 214 | -44 | -4.42% | Q1 2026 | May 13, 2026 |
| Voya Financial Advisors, Inc. | History | New | 930 | 270 | 0.03% | — | 215 | +930 | New | Q1 2026 | May 12, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 920 | 269 | 0.0% | 0.0% | 216 | +502 | 120.1% | Q1 2026 | May 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 906 | 264 | 0.0% | 0.0% | 217 | -52 | -5.43% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 901 | 263 | 0.01% | — | 218 | +901 | New | Q1 2026 | Apr 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 893 | 261 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | New | 866 | 253 | 0.0% | — | 220 | +866 | New | Q1 2026 | May 04, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 858 | 250 | 0.01% | 0.0% | 221 | +373 | 76.91% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Reduced | 838 | 244 | 0.02% | 0.02% | 222 | -6 | -0.71% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | New | 820 | 239 | 0.0% | — | 223 | +820 | New | Q1 2026 | May 14, 2026 |
| Abel Hall, LLC | History | New | 820 | 239 | 0.05% | — | 224 | +820 | New | Q1 2026 | Apr 28, 2026 |
| Hardy Reed LLC | History | No change | 813 | 237 | 0.02% | 0.02% | 225 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 792 | 232 | 0.0% | 0.0% | 226 | +547 | 223.27% | Q1 2026 | May 01, 2026 |
| DnB Asset Management AS | History | New | 790 | 230 | 0.0% | — | 227 | +790 | New | Q1 2026 | May 14, 2026 |
| nVerses Capital, LLC | History | New | 781 | 228 | 0.21% | — | 228 | +781 | New | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 780 | 222 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 755 | 220 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 750 | 219 | 0.0% | 0.0% | 232 | -614 | -45.01% | Q1 2026 | May 15, 2026 |
| Penobscot Investment Management Company, Inc. | History | No change | 750 | 219 | 0.02% | 0.02% | 231 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 748 | 218 | 0.0% | — | 234 | +748 | New | Q1 2026 | May 12, 2026 |
| RWC Asset Management LLP | History | No change | 746 | 218 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CIBC Asset Management Inc | History | Reduced | 725 | 211 | 0.0% | 0.0% | 235 | -15 | -2.03% | Q1 2026 | May 12, 2026 |
| ASSOCIATED BANC-CORP | History | New | 719 | 210 | 0.01% | — | 236 | +719 | New | Q1 2026 | May 01, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Reduced | 708 | 206 | 0.02% | 0.02% | 237 | -74 | -9.46% | Q1 2026 | Apr 09, 2026 |
| GAMMA Investing LLC | History | Added to | 535 | 156 | 0.01% | 0.0% | 238 | +274 | 104.98% | Q1 2026 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 536 | 155 | 0.0% | 0.0% | 239 | +293 | 120.58% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Reduced | 530 | 154 | 0.0% | 0.0% | 240 | -12 | -2.21% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 524 | 153 | 0.03% | — | 241 | +524 | New | Q1 2026 | May 11, 2026 |
| MeadowBrook Investment Advisors LLC | History | Reduced | 488 | 142 | 0.13% | 0.16% | 242 | -182 | -27.16% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 405 | 118 | 0.0% | 0.0% | 243 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| STRS OHIO | History | Added to | 400 | 116 | 0.0% | 0.0% | 245 | +200 | 100.0% | Q1 2026 | Apr 24, 2026 |
| BOKF, NA | History | No change | 400 | 116 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO | History | Added to | 390 | 112 | 0.0% | 0.0% | 246 | +15 | 4.0% | Q1 2026 | Apr 28, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 332 | 94 | 0.0% | 0.0% | 247 | +78 | 30.71% | Q1 2026 | May 15, 2026 |
| Pflug Koory, LLC | History | No change | 250 | 73 | 0.03% | 0.03% | 248 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| State of Wyoming | History | No change | 244 | 71 | 0.01% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Hilltop National Bank | History | Added to | 235 | 68 | 0.02% | 0.01% | 250 | +39 | 19.9% | Q1 2026 | Apr 02, 2026 |
| CWM, LLC | History | Added to | 190 | 55 | 0.0% | 0.0% | 251 | +103 | 118.39% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 183 | 53 | 0.01% | 0.0% | 252 | +161 | 731.82% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 180 | 52 | 0.0% | 0.0% | 253 | -54 | -23.08% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 172 | 50 | 0.0% | 0.0% | 254 | +76 | 79.17% | Q1 2026 | Jun 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 175 | 50 | 0.0% | 0.0% | 255 | -46 | -20.81% | Q1 2026 | Apr 07, 2026 |
| Park Place Capital Corp | History | Added to | 171 | 49 | 0.01% | 0.01% | 256 | +30 | 21.28% | Q1 2026 | Apr 09, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 144 | 48 | 0.02% | — | 257 | +144 | New | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 161 | 46 | 0.0% | 0.0% | 258 | +99 | 159.68% | Q1 2026 | May 11, 2026 |
| LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | History | No change | 130 | 42 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 130 | 38 | 0.0% | 0.0% | 260 | +15 | 13.04% | Q1 2026 | Apr 24, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 127 | 36 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 123 | 35 | 0.0% | 0.0% | 262 | +23 | 23.0% | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 125 | 35 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Allworth Financial LP | History | Added to | 110 | 32 | 0.0% | 0.0% | 264 | +6 | 5.77% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | Reduced | 96 | 28 | 0.0% | 0.01% | 266 | -2,471 | -96.26% | Q1 2026 | May 15, 2026 |
| Quent Capital, LLC | History | New | 99 | 28 | 0.0% | — | 267 | +99 | New | Q1 2026 | Apr 28, 2026 |
| FIRST HORIZON CORP | History | Reduced | 96 | 28 | 0.0% | 0.0% | 265 | -80 | -45.45% | Q1 2026 | Apr 30, 2026 |
| Opal Wealth Advisors, LLC | History | New | 88 | 25 | 0.01% | — | 268 | +88 | New | Q1 2026 | Apr 14, 2026 |
| Kemnay Advisory Services Inc. | History | New | 81 | 23 | 0.0% | — | 269 | +81 | New | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Added to | 77 | 22 | 0.0% | 0.0% | 270 | +1 | 1.32% | Q1 2026 | Apr 22, 2026 |
| Westside Investment Management, Inc. | History | No change | 78 | 22 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Colonial Trust Co / SC | History | New | 63 | 17 | 0.0% | — | 272 | +63 | New | Q1 2026 | May 12, 2026 |
| Covestor Ltd | History | New | 52 | 15 | 0.01% | — | 276 | +52 | New | Q1 2026 | May 05, 2026 |
| Versant Capital Management, Inc | History | Added to | 52 | 15 | 0.0% | 0.0% | 274 | +41 | 372.73% | Q1 2026 | Apr 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 52 | 15 | 0.0% | 0.0% | 273 | +29 | 126.09% | Q1 2026 | Apr 28, 2026 |
| Key FInancial Inc | History | No change | 52 | 15 | 0.0% | 0.0% | 275 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | Added to | 46 | 13 | 0.0% | 0.0% | 277 | +4 | 9.52% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | No change | 42 | 12 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 41 | 11 | 0.0% | — | 280 | +41 | New | Q1 2026 | May 15, 2026 |
| LRI Investments, LLC | History | Added to | 41 | 11 | 0.0% | 0.0% | 279 | +7 | 20.59% | Q1 2026 | Apr 30, 2026 |
| Atlantic Union Bankshares Corp | History | New | 35 | 10 | 0.0% | — | 281 | +35 | New | Q1 2026 | May 12, 2026 |
| JNBA Financial Advisors | History | New | 34 | 9 | 0.0% | — | 283 | +34 | New | Q1 2026 | Apr 22, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | New | 34 | 9 | 0.0% | — | 284 | +34 | New | Q1 2026 | May 01, 2026 |
| ASSETMARK, INC | History | No change | 31 | 9 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Birchwood Financial Partners, Inc. | History | New | 25 | 7 | 0.01% | — | 288 | +25 | New | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 27 | 7 | 0.0% | 0.0% | 286 | +9 | 50.0% | Q1 2026 | May 15, 2026 |
| Meramec Financial Planners, LLC | History | Added to | 24 | 7 | 0.0% | 0.0% | 287 | +5 | 26.32% | Q1 2026 | Apr 27, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 25 | 7 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 23 | 6 | 0.0% | — | 289 | +23 | New | Q1 2026 | May 08, 2026 |
| DANSKE BANK A/S | History | Reduced | 20 | 5 | 0.0% | 0.0% | 290 | -80 | -80.0% | Q1 2026 | May 12, 2026 |
| Bare Financial Services, Inc | History | Added to | 19 | 5 | 0.0% | 0.0% | 292 | +12 | 171.43% | Q1 2026 | May 14, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 20 | 5 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 16 | 4 | 0.0% | — | 295 | +13 | 433.33% | Q1 2026 | May 15, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 14 | 4 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Rosenberg Matthew Hamilton | History | No change | 15 | 4 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Cornerstone Planning Group LLC | History | New | 13 | 3 | 0.0% | — | 301 | +13 | New | Q1 2026 | May 06, 2026 |
| Advisory Services Network, LLC | History | New | 11 | 3 | 0.0% | — | 300 | +11 | New | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 11 | 3 | 0.0% | 0.0% | 296 | +6 | 120.0% | Q1 2026 | May 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 11 | 3 | 0.0% | 0.0% | 297 | +1 | 10.0% | Q1 2026 | May 14, 2026 |
| Sound Income Strategies, LLC | History | No change | 13 | 3 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 12 | 3 | 0.0% | 0.0% | 299 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| MATHER GROUP, LLC. | History | New | 10 | 2 | 0.0% | — | 307 | +10 | New | Q1 2026 | Apr 13, 2026 |
| Richardson Capital Management LLC | History | New | 10 | 2 | 0.0% | — | 308 | +10 | New | Q1 2026 | May 12, 2026 |
| Larson Financial Group LLC | History | New | 9 | 2 | 0.0% | — | 309 | +9 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 7 | 2 | 0.0% | — | 310 | +7 | New | Q1 2026 | Apr 29, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 7 | 2 | 0.0% | 0.0% | 302 | +1 | 16.67% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 8 | 2 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 7 | 2 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ancora Advisors LLC | History | No change | 8 | 2 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | No change | 9 | 2 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Fortitude Family Office, LLC | History | Added to | 6 | 1 | 0.0% | — | 312 | +4 | 200.0% | Q1 2026 | Apr 15, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 4 | 1 | 0.0% | — | 315 | +4 | New | Q1 2026 | Apr 17, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 4 | 1 | 0.0% | 0.0% | 313 | -2 | -33.33% | Q1 2026 | Apr 28, 2026 |
| Bogart Wealth, LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 311 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Dogwood Wealth Management LLC | History | No change | 5 | 1 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -25,188 | -100.0% | Q1 2026 | May 15, 2026 |
| 4D Advisors, LLC | History | Closed out | 0 | 0 | — | 2.34% | — | -15,000 | -100.0% | Q1 2026 | May 15, 2026 |
| F/m Investments LLC | History | Closed out | 0 | 0 | — | 0.11% | — | -9,721 | -100.0% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,964 | -100.0% | Q1 2026 | May 15, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -4,700 | -100.0% | Q1 2026 | Apr 28, 2026 |
| TD ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,694 | -100.0% | Q1 2026 | May 11, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,637 | -100.0% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -2,295 | -100.0% | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,752 | -100.0% | Q1 2026 | May 08, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.14% | — | -1,738 | -100.0% | Q1 2026 | May 14, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,675 | -100.0% | Q1 2026 | May 14, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -1,380 | -100.0% | Q1 2026 | May 14, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.01% | — | -1,120 | -100.0% | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -975 | -100.0% | Q1 2026 | Apr 24, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -819 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Farringdon Capital, Ltd. | History | Closed out | 0 | 0 | — | 0.05% | — | -781 | -100.0% | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.13% | — | -770 | -100.0% | Q1 2026 | Apr 23, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -739 | -100.0% | Q1 2026 | May 13, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -430 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -374 | -100.0% | Q1 2026 | May 06, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -174 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -95 | -100.0% | Q1 2026 | Apr 30, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -94 | -100.0% | Q1 2026 | Apr 21, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -54 | -100.0% | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -37 | -100.0% | Q1 2026 | May 13, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | Jun 02, 2026 |
| Rossby Financial, LCC | History | Closed out | 0 | 0 | — | 0.0% | — | -5 | -100.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4 | -100.0% | Q1 2026 | May 06, 2026 |
| Financial Network Wealth Advisors LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | May 21, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 01, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 23, 2026 |
| Ankerstar Wealth, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 21, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Global Retirement Partners, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| AlphaQuest LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Bell Investment Advisors, Inc | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |