LAKELAND FINANCIAL CORP - LKFN
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 | 3,536,366 | 202,916 | 0.0% | 0.0% | 1 | -24,843 | -0.7% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,165,397 | 124,250 | 0.09% | 0.08% | 2 | +382,559 | 21.46% | Q1 2026 | May 14, 2026 |
| VANGUARD GROUP INC | History | No change | 1,887,812 | 107,718 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 1,378,699 | 79,109 | 0.0% | 0.0% | 4 | +104,659 | 8.21% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,098,043 | 63,005 | 0.0% | — | 5 | +1,098,043 | New | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 869,268 | 49,878 | 0.01% | 0.01% | 6 | -179,929 | -17.15% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 672,171 | 38,568 | 0.01% | 0.01% | 7 | -34,053 | -4.82% | Q1 2026 | May 07, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 636,788 | 36,543 | 0.0% | 0.0% | 8 | +19,034 | 3.08% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 636,117 | 36,500 | 0.26% | 0.28% | 9 | -88,819 | -12.25% | Q1 2026 | May 15, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 606,364 | 34,793 | 0.77% | 0.78% | 10 | -9,316 | -1.51% | Q1 2026 | May 06, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 573,728 | 32,920 | 0.0% | — | 11 | +573,728 | New | Q1 2026 | May 08, 2026 |
| NEUMEIER POMA INVESTMENT COUNSEL LLC | History | Reduced | 478,164 | 27,437 | 2.26% | 2.27% | 12 | -4,080 | -0.85% | Q1 2026 | May 13, 2026 |
| NFJ INVESTMENT GROUP, LLC | History | Added to | 453,232 | 26,006 | 0.99% | 0.92% | 13 | +3,990 | 0.89% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 356,641 | 20,464 | 0.02% | 0.01% | 14 | +175,760 | 97.17% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 328,082 | 18,825 | 0.06% | 0.06% | 15 | +720 | 0.22% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 321,410 | 18,442 | 0.0% | 0.0% | 16 | +14,584 | 4.75% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 318,933 | 18,300 | 0.0% | 0.0% | 17 | -11,072 | -3.36% | Q1 2026 | May 14, 2026 |
| Boston Trust Walden Corp | History | Reduced | 303,942 | 17,440 | 0.14% | 0.15% | 18 | -40,377 | -11.73% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 294,848 | 16,918 | 0.0% | 0.0% | 19 | -2,943 | -0.99% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 296,585 | 16,834 | 0.01% | 0.01% | 20 | +2,772 | 0.94% | Q1 2026 | May 14, 2026 |
| FMR LLC | History | Added to | 230,027 | 13,198 | 0.0% | 0.0% | 21 | +35,844 | 18.46% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 224,843 | 12,901 | 0.0% | 0.0% | 22 | -26,627 | -10.59% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 224,210 | 12,865 | 0.0% | 0.0% | 23 | -29,845 | -11.75% | Q1 2026 | May 15, 2026 |
| TIMUCUAN ASSET MANAGEMENT INC/FL | History | Added to | 210,411 | 12,073 | 0.44% | 0.37% | 24 | +10,650 | 5.33% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 204,490 | 11,733 | 0.0% | 0.0% | 25 | -3,115 | -1.5% | Q1 2026 | May 05, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 195,093 | 11,194 | 0.01% | 0.01% | 26 | +21,665 | 12.49% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 189,875 | 10,895 | 0.0% | 0.0% | 27 | +107,730 | 131.15% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 168,925 | 9,692 | 0.0% | — | 28 | +168,925 | New | Q1 2026 | May 08, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Reduced | 156,745 | 8,994 | 0.19% | 0.19% | 29 | -2,491 | -1.56% | Q1 2026 | May 13, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 155,267 | 8,909 | 0.07% | 0.06% | 30 | +1,560 | 1.01% | Q1 2026 | May 11, 2026 |
| MONARCH CAPITAL MANAGEMENT INC | History | Reduced | 147,958 | 8,489 | 2.08% | 2.15% | 31 | -5,507 | -3.59% | Q1 2026 | Apr 16, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 122,986 | 7,056 | 0.0% | 0.0% | 32 | +1,102 | 0.9% | Q1 2026 | May 04, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 115,785 | 6,643 | 0.0% | 0.0% | 33 | -2,216 | -1.88% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 114,944 | 6,595 | 0.0% | 0.0% | 34 | -1,681 | -1.44% | Q1 2026 | May 04, 2026 |
| ProShare Advisors LLC | History | Added to | 112,869 | 6,476 | 0.01% | 0.01% | 35 | +6,355 | 5.97% | Q1 2026 | Apr 24, 2026 |
| Invesco Ltd. | History | Added to | 108,219 | 6,209 | 0.0% | 0.0% | 36 | +2,726 | 2.58% | Q1 2026 | May 12, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 105,188 | 6,035 | 0.0% | 0.0% | 37 | +28,685 | 37.5% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 102,400 | 5,875 | 0.0% | 0.0% | 38 | +64,315 | 168.87% | Q1 2026 | May 05, 2026 |
| Nuveen, LLC | History | Added to | 96,479 | 5,535 | 0.0% | 0.0% | 39 | +12,790 | 15.28% | Q1 2026 | Apr 30, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 90,185 | 5,174 | 0.02% | 0.02% | 40 | +1,786 | 2.02% | Q1 2026 | May 13, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 82,888 | 4,756 | 0.01% | 0.01% | 41 | -5,978 | -6.73% | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 82,400 | 4,701 | 0.01% | 0.01% | 42 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 75,318 | 4,321 | 0.0% | 0.0% | 43 | +1,012 | 1.36% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 68,137 | 3,854 | 0.0% | 0.0% | 44 | -16,042 | -19.06% | Q1 2026 | May 13, 2026 |
| SYM FINANCIAL Corp | History | Added to | 65,175 | 3,739 | 0.37% | 0.11% | 45 | +45,863 | 237.48% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 59,947 | 3,439 | 0.01% | 0.01% | 46 | -34,975 | -36.85% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 59,214 | 3,397 | 0.0% | 0.0% | 47 | -21,410 | -26.56% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 58,544 | 3,359 | 0.01% | 0.01% | 48 | -71,685 | -55.05% | Q1 2026 | May 14, 2026 |
| 1ST SOURCE BANK | History | Added to | 58,434 | 3,352 | 0.17% | 0.15% | 49 | +9,690 | 19.88% | Q1 2026 | May 04, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 58,372 | 3,349 | 0.0% | 0.0% | 50 | -23,758 | -28.93% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 56,600 | 3,247 | 0.0% | 0.0% | 51 | -6,450 | -10.23% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 52,179 | 2,994 | 0.01% | 0.0% | 52 | +47,267 | 962.28% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | No change | 50,450 | 2,894 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| SEI INVESTMENTS CO | History | Added to | 49,477 | 2,838 | 0.0% | 0.0% | 54 | +3,024 | 6.51% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 48,725 | 2,796 | 0.0% | 0.0% | 55 | +817 | 1.71% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 47,951 | 2,751 | 0.0% | 0.0% | 56 | +465 | 0.98% | Q1 2026 | May 13, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 42,854 | 2,458 | 2.4% | 2.27% | 57 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 42,835 | 2,457 | 0.0% | 0.0% | 58 | -55,534 | -56.45% | Q1 2026 | May 12, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | No change | 42,300 | 2,427 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 41,989 | 2,409 | 0.0% | 0.0% | 60 | -844 | -1.97% | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Added to | 41,053 | 2,355 | 0.0% | 0.0% | 61 | +3,230 | 8.54% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 40,184 | 2,305 | 0.0% | 0.0% | 62 | -41,185 | -50.62% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 38,990 | 2,237 | 0.0% | 0.0% | 63 | -17,768 | -31.3% | Q1 2026 | May 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 37,350 | 2,144 | 0.0% | 0.0% | 64 | +4,765 | 14.62% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 37,068 | 2,127 | 0.13% | — | 65 | +37,068 | New | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Added to | 36,455 | 2,091 | 0.0% | 0.0% | 66 | +3,156 | 9.48% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 33,005 | 1,893 | 0.0% | 0.0% | 67 | +12,700 | 62.55% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 32,545 | 1,857 | 0.1% | 0.1% | 68 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 31,780 | 1,823 | 0.01% | 0.01% | 69 | -18,749 | -37.11% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 30,565 | 1,753 | 0.01% | 0.01% | 70 | +10,205 | 50.12% | Q1 2026 | May 14, 2026 |
| Bridge City Capital, LLC | History | Reduced | 30,520 | 1,751 | 0.49% | 0.52% | 71 | -222 | -0.72% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 30,259 | 1,736 | 0.03% | 0.02% | 72 | +16,324 | 117.14% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 26,917 | 1,535 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 25,562 | 1,466 | 0.0% | 0.0% | 74 | +8,202 | 47.25% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 25,526 | 1,464 | 0.0% | 0.0% | 75 | +1,605 | 6.71% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 25,406 | 1,457 | 0.0% | 0.0% | 76 | +16,136 | 174.07% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 24,790 | 1,422 | 0.0% | 0.0% | 77 | +230 | 0.94% | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 24,737 | 1,419 | 0.0% | 0.0% | 78 | -205 | -0.82% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Reduced | 24,223 | 1,389 | 0.01% | 0.02% | 79 | -6,507 | -21.17% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 23,735 | 1,361 | 0.0% | 0.0% | 80 | +2,596 | 12.28% | Q1 2026 | May 06, 2026 |
| HEARTLAND ADVISORS INC | History | Added to | 23,501 | 1,348 | 0.07% | 0.07% | 81 | +757 | 3.33% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 22,708 | 1,303 | 0.0% | 0.0% | 82 | -708 | -3.02% | Q1 2026 | May 01, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 21,776 | 1,247 | 0.0% | 0.0% | 83 | -1,297 | -5.62% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 21,532 | 1,235 | 0.0% | 0.0% | 84 | +10,022 | 87.07% | Q1 2026 | May 12, 2026 |
| WINTON GROUP Ltd | History | Added to | 21,165 | 1,214 | 0.04% | 0.04% | 85 | +422 | 2.03% | Q1 2026 | May 12, 2026 |
| BARCLAYS PLC | History | Reduced | 20,358 | 1,168 | 0.0% | 0.0% | 86 | -25,696 | -55.8% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 19,112 | 1,096 | 0.0% | 0.0% | 87 | +376 | 2.01% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,878 | 1,025 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Quantbot Technologies LP | History | Added to | 17,827 | 1,022 | 0.04% | 0.02% | 89 | +7,903 | 79.64% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 17,673 | 1,014 | 0.0% | 0.0% | 90 | -11,807 | -40.05% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 17,652 | 1,012 | 0.0% | 0.0% | 91 | -5,428 | -23.52% | Q1 2026 | May 04, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 17,436 | 1,000 | 0.0% | — | 92 | +17,436 | New | Q1 2026 | May 08, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 16,191 | 929 | 0.0% | 0.0% | 93 | +907 | 5.93% | Q1 2026 | May 08, 2026 |
| Uncommon Cents Investing LLC | History | No change | 15,266 | 875 | 0.2% | 0.21% | 94 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 13,999 | 803 | 0.0% | 0.0% | 95 | +254 | 1.85% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 13,471 | 772 | 0.01% | 0.01% | 96 | -511 | -3.65% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 13,374 | 767 | 0.01% | 0.01% | 97 | -288 | -2.11% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 12,796 | 734 | 0.0% | 0.0% | 98 | -417 | -3.16% | Q1 2026 | May 06, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 12,248 | 702 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Graham Capital Management, L.P. | History | New | 12,199 | 699 | 0.02% | — | 100 | +12,199 | New | Q1 2026 | May 15, 2026 |
| Forvis Mazars Wealth Advisors, LLC | History | Reduced | 11,722 | 672 | 0.01% | 0.01% | 101 | -36 | -0.31% | Q1 2026 | May 01, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 11,646 | 668 | 0.0% | 0.0% | 102 | -60 | -0.51% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 11,478 | 658 | 0.0% | 0.0% | 103 | +1,015 | 9.7% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 11,360 | 652 | 0.0% | 0.0% | 104 | -3,223 | -22.1% | Q1 2026 | Apr 16, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,200 | 642 | 0.01% | 0.01% | 105 | -500 | -4.27% | Q1 2026 | Apr 20, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 10,808 | 620 | 0.0% | 0.0% | 106 | -546 | -4.81% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 10,204 | 585 | 0.0% | 0.0% | 107 | +10,061 | 7035.66% | Q1 2026 | May 01, 2026 |
| Vanguard Global Advisers, LLC | History | New | 9,835 | 564 | 0.0% | — | 108 | +9,835 | New | Q1 2026 | May 08, 2026 |
| COMERICA BANK | History | No change | 9,856 | 562 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 9,764 | 560 | 0.0% | 0.0% | 110 | +5,056 | 107.39% | Q1 2026 | May 15, 2026 |
| Fi3 FINANCIAL ADVISORS, LLC | History | Reduced | 9,682 | 555 | 0.16% | 0.2% | 111 | -1,501 | -13.42% | Q1 2026 | May 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 9,649 | 545 | 0.02% | 0.02% | 112 | -315 | -3.16% | Q1 2026 | May 15, 2026 |
| Pathway Financial Advisers, LLC | History | No change | 9,276 | 532 | 0.15% | 0.15% | 113 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Inspire Investing, LLC | History | Added to | 8,955 | 513 | 0.04% | 0.04% | 114 | +743 | 9.05% | Q1 2026 | Apr 23, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 8,544 | 490 | 0.0% | 0.0% | 115 | +1,023 | 13.6% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 8,426 | 483 | 0.0% | — | 116 | +8,426 | New | Q1 2026 | May 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | New | 8,073 | 463 | 0.0% | — | 117 | +8,073 | New | Q1 2026 | May 11, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,259 | 417 | 0.0% | 0.0% | 118 | -146 | -1.97% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 7,171 | 411 | 0.0% | 0.0% | 119 | +1,486 | 26.14% | Q1 2026 | May 15, 2026 |
| Snowden Capital Advisors LLC | History | Reduced | 7,119 | 408 | 0.01% | 0.01% | 120 | -1,065 | -13.01% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 7,012 | 402 | 0.0% | 0.0% | 121 | -125 | -1.75% | Q1 2026 | May 01, 2026 |
| KFG WEALTH MANAGEMENT, LLC | History | No change | 6,827 | 391 | 0.05% | 0.05% | 122 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,738 | 386 | 0.0% | 0.0% | 123 | -111 | -1.62% | Q1 2026 | Apr 24, 2026 |
| CHOREO, LLC | History | Reduced | 6,727 | 385 | 0.0% | 0.0% | 124 | -7 | -0.1% | Q1 2026 | May 12, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,630 | 380 | 0.0% | 0.0% | 125 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | No change | 6,555 | 376 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,474 | 371 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Freestone Grove Partners LP | History | New | 6,447 | 369 | 0.0% | — | 128 | +6,447 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,402 | 368 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Numerai GP LLC | History | Reduced | 6,412 | 367 | 0.04% | 0.05% | 130 | -1,028 | -13.82% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,230 | 357 | 0.0% | — | 132 | +6,230 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,237 | 357 | 0.0% | 0.0% | 131 | -83 | -1.31% | Q1 2026 | May 01, 2026 |
| CX Institutional | History | No change | 6,052 | 347 | 0.01% | 0.01% | 133 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,030 | 346 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 5,984 | 343 | 0.0% | 0.0% | 135 | +1,124 | 23.13% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,960 | 341 | 0.0% | 0.01% | 136 | -3,858 | -39.3% | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 5,796 | 332 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,738 | 329 | 0.0% | 0.0% | 138 | -100 | -1.71% | Q1 2026 | Apr 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 5,574 | 319 | 0.02% | 0.1% | 139 | -30,618 | -84.6% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 5,490 | 315 | 0.0% | 0.0% | 141 | +767 | 16.24% | Q1 2026 | May 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,500 | 315 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 5,387 | 309 | 0.03% | — | 142 | +5,387 | New | Q1 2026 | May 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 5,285 | 303 | 0.0% | 0.0% | 143 | -855 | -13.93% | Q1 2026 | Apr 27, 2026 |
| Pathstone Holdings, LLC | History | New | 5,198 | 298 | 0.0% | — | 144 | +5,198 | New | Q1 2026 | May 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,074 | 291 | 0.0% | 0.0% | 145 | +2,488 | 96.21% | Q1 2026 | May 08, 2026 |
| Legato Capital Management LLC | History | No change | 4,861 | 278 | 0.03% | 0.02% | 146 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 4,822 | 276 | 0.02% | 0.02% | 147 | -2,411 | -33.33% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 4,775 | 273 | 0.0% | 0.0% | 148 | -3,675 | -43.49% | Q1 2026 | May 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 4,586 | 263 | 0.0% | 0.0% | 149 | -199 | -4.16% | Q1 2026 | May 12, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 4,434 | 254 | 0.0% | 0.0% | 150 | -169 | -3.67% | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Reduced | 4,363 | 250 | 0.0% | 0.0% | 151 | -131 | -2.91% | Q1 2026 | May 18, 2026 |
| Security Financial Services, INC. | History | No change | 4,222 | 242 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q1 2026 | May 27, 2026 |
| Odyssean, LLC | History | New | 4,186 | 240 | 0.09% | — | 153 | +4,186 | New | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | New | 4,100 | 235 | 0.01% | — | 154 | +4,100 | New | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 3,998 | 229 | 0.0% | 0.0% | 155 | -9 | -0.22% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 4,000 | 229 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 3,944 | 226 | 0.0% | 0.0% | 157 | -454 | -10.32% | Q1 2026 | May 14, 2026 |
| SAPIENT CAPITAL LLC | History | No change | 3,950 | 226 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 3,902 | 224 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 3,859 | 221 | 0.03% | 0.03% | 160 | +91 | 2.42% | Q1 2026 | Apr 30, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 3,772 | 216 | 0.0% | 0.0% | 161 | -71 | -1.85% | Q1 2026 | Apr 22, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,736 | 214 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 3,704 | 212 | 0.0% | 0.0% | 163 | -4,758 | -56.23% | Q1 2026 | May 14, 2026 |
| Centiva Capital, LP | History | New | 3,543 | 203 | 0.0% | — | 164 | +3,543 | New | Q1 2026 | May 14, 2026 |
| FIRST MERCHANTS CORP | History | New | 3,500 | 200 | 0.01% | — | 165 | +3,500 | New | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Added to | 2,324 | 133 | 0.0% | 0.0% | 166 | +181 | 8.45% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Reduced | 2,188 | 125 | 0.01% | 0.02% | 167 | -243 | -10.0% | Q1 2026 | May 13, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,144 | 123 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,101 | 120 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 1,962 | 110 | 0.0% | 0.0% | 170 | -146 | -6.93% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 1,525 | 87 | 0.0% | 0.0% | 171 | -1,064 | -41.1% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 1,510 | 86 | 0.0% | — | 173 | +1,510 | New | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 1,500 | 86 | 0.01% | — | 172 | +1,500 | New | Q1 2026 | Apr 30, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,465 | 84 | 0.0% | 0.0% | 174 | +736 | 100.96% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,439 | 82 | 0.0% | 0.01% | 175 | -349 | -19.52% | Q1 2026 | Apr 06, 2026 |
| KBC Group NV | History | No change | 998 | 57 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 996 | 56 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 756 | 43 | 0.0% | 0.01% | 178 | -388 | -33.92% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Reduced | 567 | 32 | 0.0% | 0.0% | 179 | -18 | -3.08% | Q1 2026 | May 13, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 557 | 31 | 0.0% | 0.0% | 180 | +149 | 36.52% | Q1 2026 | Apr 27, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 516 | 30 | 0.0% | 0.0% | 181 | +281 | 119.57% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 488 | 28 | 0.0% | 0.0% | 182 | +240 | 96.77% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | Added to | 477 | 27 | 0.0% | 0.0% | 183 | +93 | 24.22% | Q1 2026 | Apr 20, 2026 |
| Sterling Capital Management LLC | History | Reduced | 456 | 26 | 0.0% | 0.0% | 184 | -285 | -38.46% | Q1 2026 | Apr 22, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | No change | 392 | 22 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Indiana Trust & Investment Management Co | History | No change | 400 | 22 | 0.01% | 0.01% | 186 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 351 | 20 | 0.0% | 0.0% | 187 | +29 | 9.01% | Q1 2026 | Apr 30, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 310 | 17 | 0.0% | 0.0% | 188 | +79 | 34.2% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 277 | 15 | 0.0% | 0.0% | 189 | +21 | 8.2% | Q1 2026 | May 14, 2026 |
| Cornerstone Planning Group LLC | History | Added to | 254 | 15 | 0.0% | 0.0% | 190 | +3 | 1.2% | Q1 2026 | May 06, 2026 |
| Bank of Jackson Hole Trust | History | No change | 275 | 15 | 0.01% | 0.01% | 191 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 253 | 14 | 0.0% | 0.0% | 192 | -120 | -32.17% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 217 | 12 | 0.0% | 0.0% | 193 | -1,778 | -89.12% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 221 | 12 | 0.0% | 0.0% | 194 | -33 | -12.99% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 226 | 12 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Destiny Wealth Partners, LLC | History | New | 195 | 11 | 0.0% | — | 196 | +195 | New | Q1 2026 | May 11, 2026 |
| MATHER GROUP, LLC. | History | New | 183 | 10 | 0.0% | — | 198 | +183 | New | Q1 2026 | Apr 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 169 | 10 | 0.0% | 0.0% | 197 | +64 | 60.95% | Q1 2026 | Apr 28, 2026 |
| Allworth Financial LP | History | Added to | 151 | 8 | 0.0% | 0.0% | 199 | +37 | 32.46% | Q1 2026 | May 14, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 123 | 7 | 0.0% | 0.01% | 201 | -87 | -41.43% | Q1 2026 | Apr 07, 2026 |
| FIRST HORIZON CORP | History | Added to | 124 | 7 | 0.0% | 0.0% | 200 | +35 | 39.33% | Q1 2026 | Apr 30, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 98 | 5 | 0.0% | 0.0% | 202 | -3,220 | -97.05% | Q1 2026 | May 08, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 89 | 5 | 0.0% | 0.0% | 203 | -9 | -9.18% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 82 | 4 | 0.0% | 0.0% | 206 | +59 | 256.52% | Q1 2026 | Apr 07, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 79 | 4 | 0.0% | 0.0% | 204 | -9 | -10.23% | Q1 2026 | Apr 24, 2026 |
| Root Financial Partners, LLC | History | Added to | 73 | 4 | 0.0% | 0.0% | 205 | +9 | 14.06% | Q1 2026 | Apr 24, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | New | 62 | 3 | 0.0% | — | 207 | +62 | New | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 55 | 3 | 0.0% | — | 208 | +55 | New | Q1 2026 | Apr 28, 2026 |
| IFP Advisors, Inc | History | Reduced | 43 | 2 | 0.0% | 0.0% | 211 | -57 | -57.0% | Q1 2026 | Apr 13, 2026 |
| Versant Capital Management, Inc | History | New | 51 | 2 | 0.0% | — | 215 | +51 | New | Q1 2026 | Apr 06, 2026 |
| Whipplewood Advisors, LLC | History | New | 46 | 2 | 0.0% | — | 216 | +46 | New | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 48 | 2 | 0.0% | 0.0% | 209 | +27 | 128.57% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 36 | 2 | 0.0% | 0.0% | 212 | -22 | -37.93% | Q1 2026 | Jun 02, 2026 |
| Parkside Financial Bank & Trust | History | No change | 42 | 2 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Red Tortoise LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 213 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| WPG Advisers, LLC | History | No change | 50 | 2 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 21 | 1 | 0.0% | 0.0% | 218 | -360 | -94.49% | Q1 2026 | May 14, 2026 |
| Essential Partners LLC | History | Reduced | 34 | 1 | 0.0% | 0.0% | 227 | -51 | -60.0% | Q1 2026 | May 21, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 30 | 1 | 0.0% | — | 228 | +30 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 20 | 1 | 0.0% | — | 226 | +15 | 300.0% | Q1 2026 | May 15, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 24 | 1 | 0.0% | 0.0% | 217 | -5 | -17.24% | Q1 2026 | May 07, 2026 |
| Bare Financial Services, Inc | History | Added to | 30 | 1 | 0.0% | 0.0% | 223 | +4 | 15.38% | Q1 2026 | May 14, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 27 | 1 | 0.0% | 0.0% | 220 | -3 | -10.0% | Q1 2026 | Apr 07, 2026 |
| Covestor Ltd | History | Added to | 12 | 1 | 0.0% | 0.0% | 222 | +3 | 33.33% | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | No change | 28 | 1 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TD Capital Management LLC | History | No change | 31 | 1 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MPWM ADVISORY SOLUTIONS, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MidFirst Bank | History | No change | 19 | 1 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -41,856 | -100.0% | Q1 2026 | May 05, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -39,447 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -22,709 | -100.0% | Q1 2026 | May 15, 2026 |
| Sippican Capital Advisors | History | Closed out | 0 | 0 | — | 0.63% | — | -17,164 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -13,328 | -100.0% | Q1 2026 | May 11, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,505 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -10,040 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -8,577 | -100.0% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,487 | -100.0% | Q1 2026 | May 15, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -5,220 | -100.0% | Q1 2026 | May 13, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -3,771 | -100.0% | Q1 2026 | May 14, 2026 |
| CBIZ Investment Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q1 2026 | May 12, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -143 | -100.0% | Q1 2026 | May 14, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -87 | -100.0% | Q1 2026 | May 15, 2026 |
| Kilter Group LLC | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 9 | 0 | — | — | — | +9 | New | Q1 2026 | May 14, 2026 |
| Wall Street Financial Group, Inc. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 05, 2026 |
| THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | Apr 14, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 4 | 0 | — | — | — | -6 | -60.0% | Q1 2026 | Apr 20, 2026 |
| True Wealth Design, LLC | History | Reduced | 6 | 0 | — | — | — | -4 | -40.0% | Q1 2026 | Apr 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +3 | 300.0% | Q1 2026 | Apr 21, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -2 | -66.67% | Q1 2026 | May 14, 2026 |
| Sunbelt Securities, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | Apr 15, 2026 |
| Bay Harbor Wealth Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Abound Wealth Management | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 08, 2026 |