KEMPER Corp - KMPR
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.
Full rows mode is enabled.
Back to fast mode.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 5,881,239 | 238,425 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 7,355,142 | 224,773 | 0.0% | 0.0% | 2 | +2,067,139 | 39.09% | Q1 2026 | May 13, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 3,697,718 | 113,002 | 0.38% | 0.5% | 3 | +74,635 | 2.06% | Q1 2026 | May 14, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,321,484 | 101,504 | 0.01% | — | 4 | +3,321,484 | New | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 2,654,631 | 81,125 | 0.05% | 0.05% | 5 | +365,033 | 15.94% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,629,208 | 80,348 | 0.0% | — | 6 | +2,629,208 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,367,866 | 72,360 | 0.02% | 0.02% | 7 | -104,410 | -4.22% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 2,255,723 | 68,934 | 0.0% | 0.0% | 8 | +138,488 | 6.54% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 1,274,521 | 38,745 | 0.02% | 0.05% | 9 | -1,262,742 | -49.77% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 1,106,788 | 33,823 | 0.01% | 0.02% | 10 | -57,622 | -4.95% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 1,030,023 | 31,477 | 0.01% | 0.0% | 11 | +228,163 | 28.45% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 1,012,021 | 30,927 | 0.01% | 0.01% | 12 | +16,692 | 1.68% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 1,000,352 | 30,570 | 0.04% | 0.0% | 13 | +935,840 | 1450.64% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 996,238 | 30,453 | 0.0% | 0.0% | 14 | -75,639 | -7.06% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 880,709 | 26,914 | 0.0% | 0.0% | 15 | +172,494 | 24.36% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 800,000 | 24,448 | 0.04% | 0.04% | 16 | +200,000 | 33.33% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 743,720 | 22,728 | 0.02% | 0.03% | 17 | +305,655 | 69.77% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 734,395 | 22,443 | 0.0% | 0.0% | 18 | -37,355 | -4.84% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 728,082 | 22,250 | 0.0% | 0.0% | 19 | +231,590 | 46.65% | Q1 2026 | May 15, 2026 |
| NEW SOUTH CAPITAL MANAGEMENT INC | History | Reduced | 687,261 | 21,002 | 1.01% | 1.44% | 20 | -86,201 | -11.14% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 680,709 | 20,802 | 0.03% | 0.03% | 21 | +80,979 | 13.5% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 672,685 | 20,557 | 0.01% | 0.02% | 22 | +32,753 | 5.12% | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 618,863 | 18,912 | 0.01% | 0.02% | 23 | -159,781 | -20.52% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 609,813 | 18,636 | 0.28% | 0.35% | 24 | +63,889 | 11.7% | Q1 2026 | May 14, 2026 |
| Assenagon Asset Management S.A. | History | New | 591,434 | 18,074 | 0.03% | — | 25 | +591,434 | New | Q1 2026 | Apr 20, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 535,144 | 16,354 | 0.0% | 0.0% | 26 | +105,666 | 24.6% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 532,431 | 16,271 | 0.03% | 0.02% | 27 | +285,315 | 115.46% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 520,132 | 15,895 | 0.06% | 0.1% | 28 | -161,738 | -23.72% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 504,619 | 15,421 | 0.0% | 0.0% | 29 | +253,596 | 101.03% | Q1 2026 | May 15, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Reduced | 501,090 | 15,313 | 0.97% | 1.85% | 30 | -190,000 | -27.49% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 497,604 | 15,206 | 0.0% | 0.0% | 31 | -2,038 | -0.41% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Reduced | 497,499 | 15,203 | 0.03% | 0.05% | 32 | -146,367 | -22.73% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 459,765 | 14,050 | 0.02% | — | 33 | +459,765 | New | Q1 2026 | May 15, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 426,637 | 13,038 | 0.05% | 0.08% | 34 | -84,704 | -16.57% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 417,481 | 12,758 | 0.0% | 0.01% | 35 | -1,478,014 | -77.98% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 414,500 | 12,667 | 0.04% | 0.03% | 36 | +147,044 | 54.98% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 413,240 | 12,628 | 0.0% | 0.0% | 37 | +78,958 | 23.62% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 381,410 | 11,655 | 0.02% | 0.02% | 38 | +98,200 | 34.67% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 364,651 | 11,143 | 0.0% | — | 39 | +364,651 | New | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 335,044 | 10,238 | 0.02% | 0.02% | 40 | +95,088 | 39.63% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 330,706 | 10,106 | 0.0% | 0.0% | 41 | +139,649 | 73.09% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Added to | 325,197 | 9,938 | 0.04% | 0.02% | 42 | +164,315 | 102.13% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 232,600 | 9,429 | 0.02% | 0.02% | 43 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 299,786 | 9,161 | 0.0% | 0.0% | 44 | +92,643 | 44.72% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 292,545 | 8,940 | 0.0% | 0.0% | 45 | -322,799 | -52.46% | Q1 2026 | May 05, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 284,458 | 8,693 | 0.0% | 0.0% | 46 | +158,488 | 125.81% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Added to | 278,781 | 8,519 | 0.03% | 0.01% | 47 | +181,694 | 187.15% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 256,147 | 7,827 | 0.06% | 0.02% | 48 | +204,768 | 398.54% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 240,250 | 7,342 | 0.02% | 0.04% | 49 | -89,561 | -27.16% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 237,748 | 7,265 | 0.01% | 0.01% | 50 | +100,542 | 73.28% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 214,186 | 6,577 | 0.0% | 0.0% | 51 | +203,417 | 1888.91% | Q1 2026 | Apr 30, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | New | 210,100 | 6,420 | 0.02% | — | 52 | +210,100 | New | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 180,736 | 5,523 | 0.0% | 0.0% | 53 | +8,355 | 4.85% | Q1 2026 | Apr 30, 2026 |
| MARSHALL WACE, LLP | History | Added to | 168,727 | 5,156 | 0.01% | 0.0% | 54 | +81,152 | 92.67% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 166,644 | 5,092 | 0.0% | 0.0% | 55 | +51,727 | 45.01% | Q1 2026 | May 14, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 159,060 | 4,860 | 0.18% | 0.24% | 56 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 158,287 | 4,837 | 0.01% | 0.02% | 57 | -12,436 | -7.28% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 152,282 | 4,653 | 0.0% | 0.01% | 58 | -10,655 | -6.54% | Q1 2026 | May 12, 2026 |
| First Eagle Investment Management, LLC | History | Added to | 149,203 | 4,559 | 0.01% | 0.01% | 59 | +69,000 | 86.03% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 148,406 | 4,535 | 0.0% | 0.01% | 60 | +3,254 | 2.24% | Q1 2026 | May 08, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 146,177 | 4,467 | 0.1% | 0.1% | 61 | +22,669 | 18.35% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 138,410 | 4,229 | 0.0% | 0.0% | 62 | -6,496 | -4.48% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Added to | 135,817 | 4,150 | 0.0% | 0.0% | 63 | +46,314 | 51.75% | Q1 2026 | May 08, 2026 |
| Trexquant Investment LP | History | New | 132,852 | 4,059 | 0.03% | — | 64 | +132,852 | New | Q1 2026 | May 15, 2026 |
| FAYEZ SAROFIM & CO | History | No change | 120,462 | 3,681 | 0.01% | 0.01% | 65 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 120,223 | 3,673 | 0.0% | 0.0% | 66 | +61,875 | 106.04% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | No change | 117,824 | 3,600 | 0.0% | 0.0% | 67 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Holocene Advisors, LP | History | Added to | 107,722 | 3,291 | 0.01% | 0.01% | 68 | +47,415 | 78.62% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 102,030 | 3,117 | 0.03% | 0.03% | 69 | +23,145 | 29.34% | Q1 2026 | Apr 20, 2026 |
| CSM Advisors, LLC | History | Added to | 101,999 | 3,117 | 0.08% | 0.1% | 70 | +9,058 | 9.75% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 74,718 | 3,029 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 96,629 | 2,952 | 0.01% | 0.01% | 72 | -1,406 | -1.43% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 93,570 | 2,859 | 0.01% | 0.0% | 73 | +80,386 | 609.72% | Q1 2026 | May 01, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 88,347 | 2,699 | 0.24% | 0.28% | 74 | -64,876 | -42.34% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 83,669 | 2,547 | 0.0% | 0.0% | 75 | +55,973 | 202.1% | Q1 2026 | May 15, 2026 |
| Oak Thistle LLC | History | New | 81,680 | 2,496 | 0.24% | — | 76 | +81,680 | New | Q1 2026 | Apr 10, 2026 |
| Engineers Gate Manager LP | History | Reduced | 80,313 | 2,454 | 0.03% | 0.07% | 77 | -72,313 | -47.38% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 78,638 | 2,403 | 0.0% | 0.0% | 78 | +21,562 | 37.78% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 69,410 | 2,121 | 0.01% | 0.0% | 79 | +42,687 | 159.74% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 69,049 | 2,110 | 0.01% | 0.01% | 80 | +10,582 | 18.1% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 50,371 | 2,042 | 0.01% | 0.01% | 81 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 63,189 | 1,931 | 0.01% | 0.01% | 82 | +22,185 | 54.1% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 61,667 | 1,885 | 0.0% | 0.0% | 83 | +5,211 | 9.23% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 59,367 | 1,814 | 0.0% | 0.0% | 84 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CITIGROUP INC | History | Reduced | 54,405 | 1,662 | 0.0% | 0.0% | 85 | -3,126 | -5.43% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 53,951 | 1,649 | 0.0% | 0.0% | 86 | -1,914 | -3.43% | Q1 2026 | Apr 27, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 53,067 | 1,621 | 0.03% | — | 87 | +53,067 | New | Q1 2026 | Apr 27, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 51,229 | 1,565 | 0.0% | 0.0% | 88 | +50,522 | 7145.97% | Q1 2026 | May 01, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 49,051 | 1,498 | 0.0% | — | 89 | +49,051 | New | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 48,845 | 1,494 | 0.0% | 0.0% | 90 | +15,068 | 44.61% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 46,951 | 1,434 | 0.01% | 0.01% | 91 | -3,686 | -7.28% | Q1 2026 | Apr 30, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 45,577 | 1,392 | 0.0% | 0.0% | 92 | -5,926 | -11.51% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 43,557 | 1,331 | 0.04% | 0.07% | 93 | -17,141 | -28.24% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 38,503 | 1,176 | 0.0% | 0.0% | 94 | +23,090 | 149.81% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 37,034 | 1,131 | 0.0% | — | 95 | +37,034 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 36,669 | 1,120 | 0.0% | 0.0% | 96 | +13,415 | 57.69% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Reduced | 36,281 | 1,108 | 0.0% | 0.0% | 97 | -46,503 | -56.17% | Q1 2026 | May 15, 2026 |
| Jain Global LLC | History | Reduced | 35,334 | 1,079 | 0.0% | 0.01% | 98 | -2,232 | -5.94% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | Reduced | 34,305 | 1,048 | 0.02% | 0.07% | 99 | -30,906 | -47.39% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 33,919 | 1,036 | 0.0% | 0.0% | 100 | -34,849 | -50.68% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 33,737 | 1,030 | 0.0% | 0.0% | 101 | +25,300 | 299.87% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 33,677 | 1,029 | 0.0% | 0.0% | 102 | +24,655 | 273.28% | Q1 2026 | May 12, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 30,446 | 930 | 0.01% | 0.01% | 103 | +17,267 | 131.02% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 29,262 | 894 | 0.0% | 0.0% | 104 | -49,245 | -62.73% | Q1 2026 | Apr 16, 2026 |
| BEESE FULMER INVESTMENT MANAGEMENT, INC. | History | Reduced | 29,150 | 890 | 0.06% | 0.09% | 105 | -4,120 | -12.38% | Q1 2026 | Apr 16, 2026 |
| BARCLAYS PLC | History | Reduced | 26,855 | 820 | 0.0% | 0.0% | 106 | -61,351 | -69.55% | Q1 2026 | May 14, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 26,000 | 794 | 0.01% | 0.01% | 107 | +9,800 | 60.49% | Q1 2026 | Apr 20, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 26,260 | 791 | 0.0% | 0.0% | 108 | -331,214 | -92.65% | Q1 2026 | May 13, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Reduced | 26,260 | 791 | 0.14% | 0.23% | 109 | -11,074 | -29.66% | Q1 2026 | May 12, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 24,884 | 760 | 0.0% | 0.0% | 110 | -1,211 | -4.64% | Q1 2026 | May 14, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 24,786 | 757 | 0.05% | 0.05% | 111 | +10,745 | 76.53% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 24,715 | 755 | 0.01% | 0.01% | 112 | -1,191 | -4.6% | Q1 2026 | Apr 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 24,653 | 754 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 24,010 | 734 | 0.0% | 0.0% | 114 | +2,755 | 12.96% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Reduced | 23,700 | 724 | 0.01% | 0.05% | 115 | -72,831 | -75.45% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 17,400 | 705 | 0.0% | 0.0% | 116 | -70,096 | -80.11% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 22,761 | 695 | 0.0% | 0.0% | 117 | -7,000 | -23.52% | Q1 2026 | May 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 22,701 | 694 | 0.06% | — | 118 | +22,701 | New | Q1 2026 | Apr 28, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 22,023 | 674 | 0.0% | 0.0% | 119 | -10,717 | -32.73% | Q1 2026 | Apr 08, 2026 |
| WHITTIER TRUST CO | History | No change | 21,481 | 672 | 0.01% | 0.01% | 120 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| D.A. DAVIDSON & CO. | History | New | 21,881 | 668 | 0.0% | — | 121 | +21,881 | New | Q1 2026 | May 05, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 21,785 | 665 | 0.0% | 0.0% | 122 | +1,238 | 6.03% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 21,730 | 664 | 0.0% | 0.0% | 123 | -11,988 | -35.55% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Reduced | 20,829 | 636 | 0.01% | 0.02% | 124 | -9,276 | -30.81% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 20,373 | 622 | 0.0% | 0.0% | 125 | -1,030 | -4.81% | Q1 2026 | May 11, 2026 |
| S&CO INC | History | No change | 19,870 | 607 | 0.04% | 0.05% | 126 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CWM, LLC | History | Reduced | 18,638 | 569 | 0.0% | 0.0% | 127 | -3,068 | -14.13% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 18,405 | 562 | 0.0% | 0.02% | 128 | -117,617 | -86.47% | Q1 2026 | May 15, 2026 |
| AXQ CAPITAL, LP | History | New | 18,217 | 556 | 0.07% | — | 129 | +18,217 | New | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 18,038 | 551 | 0.0% | 0.01% | 130 | -8,570 | -32.21% | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 17,980 | 549 | 0.0% | 0.0% | 131 | -35,741 | -66.53% | Q1 2026 | May 12, 2026 |
| Inspire Investing, LLC | History | Added to | 16,847 | 514 | 0.04% | 0.04% | 132 | +5,307 | 45.99% | Q1 2026 | Apr 23, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 16,696 | 510 | 0.01% | 0.0% | 134 | +13,726 | 462.15% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 16,714 | 510 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 16,377 | 500 | 0.0% | 0.0% | 135 | -160 | -0.97% | Q1 2026 | May 01, 2026 |
| Focus Partners Wealth | History | Reduced | 16,998 | 497 | 0.0% | 0.0% | 136 | -14,291 | -45.67% | Q1 2026 | May 14, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 16,185 | 494 | 0.0% | — | 137 | +16,185 | New | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | Reduced | 15,864 | 484 | 0.02% | 0.05% | 138 | -7,118 | -30.97% | Q1 2026 | May 14, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 15,699 | 479 | 0.01% | 0.01% | 139 | -2,604 | -14.23% | Q1 2026 | Apr 24, 2026 |
| Optimize Financial Inc | History | New | 14,990 | 458 | 0.23% | — | 140 | +14,990 | New | Q1 2026 | May 12, 2026 |
| Handelsbanken Fonder AB | History | No change | 14,673 | 448 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 14,647 | 447 | 0.0% | — | 142 | +14,647 | New | Q1 2026 | May 08, 2026 |
| Jefferies Financial Group Inc. | History | New | 14,603 | 446 | 0.0% | — | 143 | +14,603 | New | Q1 2026 | May 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 14,539 | 444 | 0.0% | 0.02% | 144 | -38,413 | -72.54% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 14,520 | 443 | 0.0% | 0.0% | 145 | -131 | -0.89% | Q1 2026 | May 01, 2026 |
| SummitTX Capital, L.P. | History | Added to | 13,874 | 423 | 0.01% | 0.01% | 146 | +7,217 | 108.41% | Q1 2026 | May 15, 2026 |
| Farmers & Merchants Trust Co of Long Beach | History | No change | 13,776 | 420 | 0.1% | 0.13% | 147 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| FORA Capital, LLC | History | New | 13,743 | 419 | 0.03% | — | 148 | +13,743 | New | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 13,630 | 416 | 0.0% | 0.0% | 149 | -5,120 | -27.31% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 13,400 | 409 | 0.01% | 0.01% | 150 | +1,700 | 14.53% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 13,409 | 409 | 0.0% | 0.0% | 151 | +700 | 5.51% | Q1 2026 | Apr 29, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 13,100 | 400 | 0.01% | 0.02% | 152 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ceeto Capital Group, LLC | History | No change | 12,910 | 395 | 0.12% | 0.15% | 153 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 12,917 | 394 | 0.0% | 0.0% | 154 | -30,790 | -70.45% | Q1 2026 | May 15, 2026 |
| Florida Trust Wealth Management Co | History | No change | 12,600 | 385 | 0.01% | 0.01% | 155 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 12,559 | 383 | 0.0% | 0.0% | 156 | +2,838 | 29.19% | Q1 2026 | Apr 30, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 12,478 | 381 | 0.0% | — | 157 | +12,478 | New | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 11,919 | 364 | 0.0% | 0.0% | 158 | -667 | -5.3% | Q1 2026 | May 11, 2026 |
| Freestone Grove Partners LP | History | Reduced | 11,897 | 363 | 0.0% | 0.01% | 159 | -10,089 | -45.89% | Q1 2026 | May 15, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 11,849 | 362 | 0.01% | 0.02% | 160 | +20 | 0.17% | Q1 2026 | Apr 27, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 11,800 | 360 | 0.0% | 0.0% | 161 | +2,000 | 20.41% | Q1 2026 | May 15, 2026 |
| Maryland State Retirement & Pension System | History | New | 11,413 | 348 | 0.01% | — | 162 | +11,413 | New | Q1 2026 | May 04, 2026 |
| Sagewood Asset Management LP | History | New | 11,014 | 336 | 0.11% | — | 163 | +11,014 | New | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 10,729 | 327 | 0.0% | 0.0% | 164 | -341 | -3.08% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 10,684 | 326 | 0.0% | 0.0% | 165 | +1,381 | 14.84% | Q1 2026 | May 13, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 10,250 | 313 | 0.05% | 0.1% | 166 | -3,563 | -25.79% | Q1 2026 | May 12, 2026 |
| DRW Securities, LLC | History | New | 10,222 | 312 | 0.0% | — | 167 | +10,222 | New | Q1 2026 | May 13, 2026 |
| Carl P. Sherr & Co., LLC | History | No change | 10,000 | 305 | 0.14% | 0.18% | 168 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,974 | 304 | 0.0% | 0.0% | 169 | +1,265 | 14.53% | Q1 2026 | Apr 22, 2026 |
| Amundi | History | New | 9,691 | 296 | 0.0% | — | 170 | +9,691 | New | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 7,271 | 294 | 0.02% | 0.02% | 171 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| CHOREO, LLC | History | Added to | 9,007 | 275 | 0.0% | 0.0% | 172 | +340 | 3.92% | Q1 2026 | May 12, 2026 |
| SYON CAPITAL LLC | History | Added to | 8,825 | 269 | 0.01% | 0.01% | 174 | +2,970 | 50.73% | Q1 2026 | May 13, 2026 |
| EntryPoint Capital, LLC | History | No change | 8,830 | 269 | 0.08% | 0.14% | 173 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,788 | 268 | 0.0% | 0.0% | 175 | +219 | 2.56% | Q1 2026 | May 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 8,724 | 266 | 0.0% | — | 176 | +8,724 | New | Q1 2026 | May 13, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 8,642 | 264 | 0.0% | — | 178 | +8,642 | New | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 8,653 | 264 | 0.01% | 0.01% | 177 | +2,716 | 45.75% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 8,133 | 248 | 0.0% | 0.0% | 179 | +116 | 1.45% | Q1 2026 | May 15, 2026 |
| MEYER HANDELMAN CO | History | No change | 7,845 | 239 | 0.01% | 0.01% | 180 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Added to | 7,722 | 235 | 0.0% | 0.0% | 181 | +3,170 | 69.64% | Q1 2026 | May 14, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 6,947 | 212 | 0.0% | — | 182 | +6,947 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,839 | 209 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 6,719 | 205 | 0.0% | 0.01% | 184 | -17,647 | -72.42% | Q1 2026 | May 07, 2026 |
| Bayforest Capital Ltd | History | Added to | 6,286 | 192 | 0.21% | 0.16% | 185 | +920 | 17.14% | Q1 2026 | Apr 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 6,214 | 189 | 0.0% | 0.0% | 186 | +4,171 | 204.16% | Q1 2026 | May 08, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 5,614 | 171 | 0.0% | 0.0% | 187 | +456 | 8.84% | Q1 2026 | May 06, 2026 |
| United Community Bank | History | New | 3,405 | 104 | 0.03% | — | 188 | +3,405 | New | Q1 2026 | Apr 24, 2026 |
| SageView Advisory Group, LLC | History | No change | 2,358 | 95 | 0.0% | 0.0% | 189 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Quarry LP | History | New | 2,921 | 89 | 0.02% | — | 191 | +2,921 | New | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,937 | 89 | 0.0% | 0.0% | 190 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,043 | 82 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,440 | 74 | 0.01% | 0.0% | 194 | +2,356 | 2804.76% | Q1 2026 | May 11, 2026 |
| HM PAYSON & CO | History | No change | 2,450 | 74 | 0.0% | 0.0% | 193 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 2,330 | 71 | 0.0% | 0.0% | 195 | -730 | -23.86% | Q1 2026 | Apr 20, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Added to | 2,200 | 67 | 0.0% | 0.0% | 196 | +1,530 | 228.36% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Reduced | 2,126 | 64 | 0.0% | 0.01% | 197 | -4,469 | -67.76% | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | Added to | 2,093 | 63 | 0.0% | 0.0% | 198 | +1,004 | 92.19% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,950 | 59 | 0.0% | 0.0% | 199 | -1,735 | -47.08% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 1,926 | 59 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Hilltop National Bank | History | New | 1,800 | 55 | 0.01% | — | 202 | +1,800 | New | Q1 2026 | Apr 02, 2026 |
| CBIZ Investment Advisory Services, LLC | History | No change | 1,805 | 55 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Allworth Financial LP | History | Added to | 1,743 | 53 | 0.0% | 0.0% | 203 | +625 | 55.9% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,730 | 52 | 0.0% | 0.0% | 204 | +936 | 117.88% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 1,680 | 51 | 0.0% | 0.0% | 205 | -604 | -26.44% | Q1 2026 | May 07, 2026 |
| Covestor Ltd | History | Reduced | 1,589 | 49 | 0.03% | 0.05% | 206 | -618 | -28.0% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 1,433 | 43 | 0.0% | 0.0% | 207 | -179 | -11.1% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 1,390 | 42 | 0.0% | 0.0% | 208 | -102 | -6.84% | Q1 2026 | Apr 24, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 1,341 | 40 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,185 | 36 | 0.0% | 0.0% | 211 | +263 | 28.52% | Q1 2026 | May 14, 2026 |
| DUNCKER STREETT & CO INC | History | No change | 1,200 | 36 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,151 | 35 | 0.0% | 0.0% | 212 | -503 | -30.41% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Reduced | 1,116 | 34 | 0.0% | 0.0% | 213 | -272 | -19.6% | Q1 2026 | May 11, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 1,021 | 31 | 0.0% | — | 214 | +1,021 | New | Q1 2026 | May 13, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 952 | 29 | 0.0% | 0.01% | 215 | -27,716 | -96.68% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | New | 898 | 27 | 0.0% | — | 217 | +898 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 909 | 27 | 0.0% | 0.0% | 216 | +822 | 944.83% | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 890 | 26 | 0.0% | 0.0% | 218 | -150 | -14.42% | Q1 2026 | Apr 07, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 794 | 24 | 0.01% | 0.0% | 219 | +636 | 402.53% | Q1 2026 | Apr 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 773 | 23 | 0.0% | 0.0% | 220 | -10 | -1.28% | Q1 2026 | Apr 07, 2026 |
| GILL CAPITAL PARTNERS, LLC | History | New | 621 | 18 | 0.01% | — | 221 | +621 | New | Q1 2026 | Apr 13, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 581 | 17 | 0.0% | 0.0% | 222 | -365 | -38.58% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | New | 505 | 15 | 0.0% | — | 225 | +505 | New | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Added to | 518 | 15 | 0.0% | 0.0% | 224 | +49 | 10.45% | Q1 2026 | Apr 30, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 500 | 15 | 0.0% | 0.0% | 223 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Larson Financial Group LLC | History | Added to | 449 | 13 | 0.0% | 0.0% | 226 | +362 | 416.09% | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 439 | 13 | 0.0% | 0.0% | 227 | +20 | 4.77% | Q1 2026 | Apr 24, 2026 |
| CX Institutional | History | Reduced | 398 | 12 | 0.0% | 0.0% | 228 | -661 | -62.42% | Q1 2026 | Apr 06, 2026 |
| Versant Capital Management, Inc | History | Reduced | 374 | 11 | 0.0% | 0.01% | 229 | -931 | -71.34% | Q1 2026 | Apr 06, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 342 | 10 | 0.01% | — | 230 | +342 | New | Q1 2026 | May 15, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 300 | 9 | 0.0% | — | 232 | +300 | New | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 300 | 9 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| SJS Investment Consulting Inc. | History | Reduced | 272 | 8 | 0.0% | 0.01% | 233 | -1,229 | -81.88% | Q1 2026 | Apr 23, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 298 | 8 | 0.0% | — | 234 | +298 | New | Q1 2026 | May 15, 2026 |
| True Wealth Design, LLC | History | Reduced | 247 | 7 | 0.0% | 0.01% | 237 | -339 | -57.85% | Q1 2026 | Apr 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 251 | 7 | 0.0% | — | 239 | +251 | New | Q1 2026 | May 08, 2026 |
| Parkside Financial Bank & Trust | History | New | 247 | 7 | 0.0% | — | 238 | +247 | New | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | Reduced | 258 | 7 | 0.0% | 0.0% | 236 | -119 | -31.56% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 256 | 7 | 0.0% | 0.0% | 235 | -37 | -12.63% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 225 | 6 | 0.0% | 0.0% | 240 | -421 | -65.17% | Q1 2026 | May 15, 2026 |
| Sachetta, LLC | History | Added to | 185 | 5 | 0.0% | — | 242 | +171 | 1221.43% | Q1 2026 | May 01, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 166 | 5 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Essential Partners LLC | History | Reduced | 136 | 4 | 0.0% | 0.0% | 247 | -155 | -53.26% | Q1 2026 | May 21, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 148 | 4 | 0.0% | — | 248 | +148 | New | Q1 2026 | Apr 06, 2026 |
| Activest Wealth Management | History | Reduced | 137 | 4 | 0.0% | 0.0% | 244 | -117 | -46.06% | Q1 2026 | Apr 15, 2026 |
| Root Financial Partners, LLC | History | Added to | 154 | 4 | 0.0% | 0.0% | 246 | +107 | 227.66% | Q1 2026 | Apr 24, 2026 |
| Quent Capital, LLC | History | Reduced | 142 | 4 | 0.0% | 0.0% | 245 | -87 | -37.99% | Q1 2026 | Apr 28, 2026 |
| Clearstead Trust, LLC | History | Added to | 158 | 4 | 0.0% | 0.0% | 243 | +39 | 32.77% | Q1 2026 | May 06, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Added to | 109 | 3 | 0.0% | — | 250 | +106 | 3533.33% | Q1 2026 | Apr 30, 2026 |
| Bare Financial Services, Inc | History | Added to | 107 | 3 | 0.0% | 0.0% | 251 | +80 | 296.3% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 121 | 3 | 0.0% | 0.0% | 249 | -16 | -11.68% | Q1 2026 | Apr 13, 2026 |
| Ares Financial Consulting, LLC | History | No change | 116 | 3 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Ancora Advisors LLC | History | Reduced | 82 | 2 | 0.0% | 0.0% | 254 | -767 | -90.34% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 95 | 2 | 0.0% | 0.0% | 253 | -583 | -85.99% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 91 | 2 | 0.0% | — | 256 | +80 | 727.27% | Q1 2026 | May 15, 2026 |
| Ameritas Advisory Services, LLC | History | New | 75 | 2 | 0.0% | — | 258 | +75 | New | Q1 2026 | May 12, 2026 |
| Advisory Services Network, LLC | History | New | 73 | 2 | 0.0% | — | 257 | +73 | New | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | Added to | 72 | 2 | 0.0% | — | 255 | +71 | 7100.0% | Q1 2026 | May 14, 2026 |
| Hilton Head Capital Partners, LLC | History | Reduced | 51 | 1 | 0.0% | 0.0% | 265 | -34 | -40.0% | Q1 2026 | Apr 20, 2026 |
| High Note Wealth, LLC | History | Added to | 64 | 1 | 0.0% | 0.0% | 262 | +13 | 25.49% | Q1 2026 | May 11, 2026 |
| Sunbelt Securities, Inc. | History | Reduced | 59 | 1 | 0.0% | 0.0% | 260 | -9 | -13.24% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 49 | 1 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Global Retirement Partners, LLC | History | No change | 27 | 1 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bell Investment Advisors, Inc | History | No change | 47 | 1 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| ORG Partners LLC | History | No change | 33 | 1 | 0.0% | 0.0% | 264 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -381,940 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -261,593 | -100.0% | Q1 2026 | May 12, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -184,009 | -100.0% | Q1 2026 | May 08, 2026 |
| ALGEBRIS (UK) LTD | History | Closed out | 0 | 0 | — | 0.55% | — | -171,387 | -100.0% | Q1 2026 | May 13, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -137,236 | -100.0% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Closed out | 0 | 0 | — | 0.01% | — | -110,000 | -100.0% | Q1 2026 | May 14, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -94,929 | -100.0% | Q1 2026 | May 06, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Closed out | 0 | 0 | — | 0.0% | — | -86,707 | -100.0% | Q1 2026 | May 14, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Closed out | 0 | 0 | — | 0.01% | — | -82,194 | -100.0% | Q1 2026 | May 14, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.1% | — | -77,815 | -100.0% | Q1 2026 | May 13, 2026 |
| Retirement Systems of Alabama | History | Closed out | 0 | 0 | — | 0.01% | — | -70,265 | -100.0% | Q1 2026 | Apr 24, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.0% | — | -65,100 | -100.0% | Q1 2026 | May 14, 2026 |
| Redwood Investment Management, LLC | History | Closed out | 0 | 0 | — | 0.27% | — | -59,182 | -100.0% | Q1 2026 | May 14, 2026 |
| IEQ CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -40,319 | -100.0% | Q1 2026 | May 14, 2026 |
| Caprock Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -36,560 | -100.0% | Q1 2026 | May 11, 2026 |
| Sciencast Management LP | History | Closed out | 0 | 0 | — | 0.18% | — | -32,310 | -100.0% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,767 | -100.0% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.05% | — | -19,141 | -100.0% | Q1 2026 | May 15, 2026 |
| GenTrust, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -19,069 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.09% | — | -14,595 | -100.0% | Q1 2026 | May 12, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Closed out | 0 | 0 | — | 0.0% | — | -13,796 | -100.0% | Q1 2026 | May 04, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,098 | -100.0% | Q1 2026 | May 08, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -11,916 | -100.0% | Q1 2026 | May 12, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -11,380 | -100.0% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,730 | -100.0% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -10,529 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -9,743 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 31 | 0 | — | 0.0% | — | -9,583 | -99.68% | Q1 2026 | May 14, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.02% | — | -8,760 | -100.0% | Q1 2026 | May 15, 2026 |
| Massar Capital Management, LP | History | Closed out | 0 | 0 | — | 0.04% | — | -8,616 | -100.0% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,186 | -100.0% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,552 | -100.0% | Q1 2026 | May 04, 2026 |
| Counterpoint Mutual Funds LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,174 | -100.0% | Q1 2026 | Apr 27, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.02% | — | -7,055 | -100.0% | Q1 2026 | May 07, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,876 | -100.0% | Q1 2026 | May 06, 2026 |
| Grove Bank & Trust | History | Closed out | 0 | 0 | — | 0.03% | — | -6,595 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Athena Investment Management | History | Closed out | 0 | 0 | — | 0.13% | — | -6,310 | -100.0% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,133 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Founders Financial Alliance, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -6,063 | -100.0% | Q1 2026 | May 11, 2026 |
| Neo Ivy Capital Management | History | Closed out | 0 | 0 | — | 0.04% | — | -5,902 | -100.0% | Q1 2026 | May 15, 2026 |
| HUB Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,693 | -100.0% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,635 | -100.0% | Q1 2026 | May 13, 2026 |
| ASSETMARK, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,586 | -100.0% | Q1 2026 | May 06, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -5,486 | -100.0% | Q1 2026 | May 15, 2026 |
| Optas, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -5,144 | -100.0% | Q1 2026 | Apr 24, 2026 |
| NWF Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.02% | — | -4,944 | -100.0% | Q1 2026 | May 04, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,708 | -100.0% | Q1 2026 | May 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,266 | -100.0% | Q1 2026 | May 01, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -4,216 | -100.0% | Q1 2026 | May 13, 2026 |
| Caitong International Asset Management Co., Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -3,938 | -100.0% | Q1 2026 | May 11, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,286 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WEXFORD CAPITAL LP | History | Closed out | 0 | 0 | — | 0.02% | — | -2,424 | -100.0% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -700 | -100.0% | Q1 2026 | May 12, 2026 |
| Garton & Associates Financial Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -489 | -100.0% | Q1 2026 | May 11, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -221 | -100.0% | Q1 2026 | May 06, 2026 |
| Private Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | Apr 23, 2026 |
| CVA Family Office, LLC | History | New | 27 | 0 | — | — | — | +27 | New | Q1 2026 | Apr 29, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -25 | -83.33% | Q1 2026 | Apr 20, 2026 |
| Ankerstar Wealth, LLC | History | New | 16 | 0 | — | — | — | +16 | New | Q1 2026 | May 13, 2026 |
| Breakwater Investment Management | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | Apr 21, 2026 |
| GHP Investment Advisors, Inc. | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 21, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 13 | 0 | — | — | — | +9 | 225.0% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | — | — | -5 | -100.0% | Q1 2026 | May 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -4 | -80.0% | Q1 2026 | Apr 14, 2026 |
| Whipplewood Advisors, LLC | History | New | 4 | 0 | — | — | — | +4 | New | Q1 2026 | Apr 30, 2026 |
| Hughes Financial Services, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 29, 2026 |
| Dunhill Financial, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 06, 2026 |
| DiNuzzo Private Wealth, Inc. | History | Reduced | 5 | 0 | — | — | — | -1 | -16.67% | Q1 2026 | Apr 08, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| HFM Investment Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Asset Dedication, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| SBI Securities Co., Ltd. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cromwell Holdings LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |