MERCANTILE BANK CORP - MBWM
Detailed investor-level table based on 13F positions.
Early Q1 2026 data: only 2 institutional holders reported so far. The full shareholder list will grow as more funds file with the SEC.
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 | Added to | 1,438,885 | 69,210 | 0.0% | 0.0% | 1 | +6,810 | 0.48% | Q4 2025 | Feb 12, 2026 |
| VANGUARD GROUP INC | History | Added to | 1,066,368 | 51,292 | 0.0% | 0.0% | 2 | +27,403 | 2.64% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,031,485 | 49,614 | 0.01% | 0.01% | 3 | -16,861 | -1.61% | Q4 2025 | Feb 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 517,904 | 24,911 | 0.01% | 0.01% | 4 | +23,537 | 4.76% | Q4 2025 | Feb 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 496,213 | 23,867 | 0.04% | 0.03% | 5 | +5,800 | 1.18% | Q4 2025 | Feb 12, 2026 |
| STATE STREET CORP | History | Reduced | 447,016 | 21,501 | 0.0% | 0.0% | 6 | -23,706 | -5.04% | Q4 2025 | Feb 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 402,616 | 19,369 | 0.0% | 0.0% | 7 | -9,582 | -2.32% | Q4 2025 | Feb 09, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 374,544 | 18,015 | 0.73% | 0.65% | 8 | +19,204 | 5.4% | Q4 2025 | Feb 09, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 295,086 | 14,194 | 0.03% | 0.03% | 9 | -5,200 | -1.73% | Q4 2025 | Feb 06, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 294,813 | 14,180 | 0.0% | — | 10 | +294,813 | New | Q4 2025 | Feb 17, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 231,259 | 11,123 | 1.1% | 1.01% | 11 | -17,442 | -7.01% | Q4 2025 | Jan 27, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Added to | 202,623 | 9,746 | 0.03% | 0.03% | 12 | +910 | 0.45% | Q4 2025 | Feb 17, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 195,038 | 9,381 | 0.0% | 0.0% | 13 | -19,609 | -9.14% | Q4 2025 | Feb 11, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 166,998 | 8,032 | 0.0% | 0.0% | 14 | -6,986 | -4.02% | Q4 2025 | Feb 17, 2026 |
| MORGAN STANLEY | History | Reduced | 159,614 | 7,677 | 0.0% | 0.0% | 15 | -8,427 | -5.01% | Q4 2025 | Feb 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 159,564 | 7,675 | 0.0% | 0.01% | 16 | -21,947 | -12.09% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 133,499 | 6,421 | 0.0% | 0.0% | 17 | +25,749 | 23.9% | Q4 2025 | Mar 25, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 133,288 | 6,411 | 0.0% | 0.0% | 18 | -74 | -0.06% | Q4 2025 | Feb 13, 2026 |
| BANC FUNDS CO LLC | History | Reduced | 130,841 | 6,293 | 1.25% | 1.26% | 19 | -29,411 | -18.35% | Q4 2025 | Feb 12, 2026 |
| ProShare Advisors LLC | History | Reduced | 130,082 | 6,256 | 0.01% | 0.01% | 20 | -356 | -0.27% | Q4 2025 | Feb 06, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 120,177 | 5,780 | 0.01% | 0.01% | 21 | +42,188 | 54.09% | Q4 2025 | Feb 17, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 120,133 | 5,778 | 0.12% | 0.11% | 22 | +6,969 | 6.16% | Q4 2025 | Feb 17, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 109,572 | 5,270 | 0.01% | 0.01% | 23 | -1,021 | -0.92% | Q4 2025 | Feb 18, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 92,841 | 4,465 | 0.0% | 0.0% | 24 | -3,448 | -3.58% | Q4 2025 | Feb 10, 2026 |
| Siena Capital Partners GP, LLC | History | Added to | 83,966 | 4,038 | 1.08% | 0.26% | 25 | +63,966 | 319.83% | Q4 2025 | Feb 11, 2026 |
| De Lisle Partners LLP | History | Added to | 75,649 | 3,639 | 0.47% | 0.41% | 26 | +1,359 | 1.83% | Q4 2025 | Feb 13, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 72,959 | 3,509 | 0.0% | 0.0% | 27 | -507 | -0.69% | Q4 2025 | Feb 17, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | No change | 71,576 | 3,442 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 63,769 | 3,067 | 0.0% | 0.0% | 29 | +376 | 0.59% | Q4 2025 | Feb 17, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 63,004 | 3,030 | 0.0% | 0.0% | 30 | -4,835 | -7.13% | Q4 2025 | Feb 10, 2026 |
| jvl associates llc | History | Reduced | 60,169 | 2,894 | 0.94% | 0.92% | 31 | -1,758 | -2.84% | Q4 2025 | Jan 09, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 52,764 | 2,537 | 0.01% | 0.01% | 32 | -3,889 | -6.86% | Q4 2025 | Feb 10, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | New | 50,971 | 2,451 | 2.02% | — | 33 | +50,971 | New | Q4 2025 | Feb 17, 2026 |
| Rosenthal {-} Henry Capital Advisors, Inc. | History | No change | 45,000 | 2,164 | 2.0% | 1.95% | 34 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 44,715 | 2,150 | 0.0% | 0.0% | 35 | +260 | 0.58% | Q4 2025 | Feb 18, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 44,288 | 2,130 | 0.0% | 0.0% | 36 | +3,674 | 9.05% | Q4 2025 | Feb 13, 2026 |
| BARCLAYS PLC | History | Added to | 42,713 | 2,054 | 0.0% | 0.0% | 37 | +13,098 | 44.23% | Q4 2025 | Feb 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | Added to | 40,884 | 1,966 | 0.0% | 0.0% | 38 | +21,500 | 110.92% | Q4 2025 | Feb 17, 2026 |
| CITADEL ADVISORS LLC | History | New | 36,734 | 1,766 | 0.0% | — | 39 | +36,734 | New | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 34,443 | 1,656 | 0.0% | 0.0% | 40 | +10,405 | 43.29% | Q4 2025 | Feb 17, 2026 |
| Brandywine Global Investment Management, LLC | History | New | 33,147 | 1,594 | 0.01% | — | 41 | +33,147 | New | Q4 2025 | Feb 11, 2026 |
| Nuveen, LLC | History | Reduced | 30,703 | 1,476 | 0.0% | 0.0% | 42 | -26,767 | -46.58% | Q4 2025 | Feb 12, 2026 |
| Swiss National Bank | History | Added to | 30,400 | 1,462 | 0.0% | 0.0% | 43 | +500 | 1.67% | Q4 2025 | Feb 12, 2026 |
| LaFleur & Godfrey LLC | History | Reduced | 29,233 | 1,406 | 0.17% | 0.18% | 44 | -3,633 | -11.05% | Q4 2025 | Feb 03, 2026 |
| ROYAL BANK OF CANADA | History | New | 29,140 | 1,401 | 0.0% | — | 45 | +29,140 | New | Q4 2025 | Feb 17, 2026 |
| MARSHALL WACE, LLP | History | Added to | 28,415 | 1,366 | 0.0% | 0.0% | 46 | +13,233 | 87.16% | Q4 2025 | Feb 13, 2026 |
| UBS Group AG | History | Reduced | 28,096 | 1,351 | 0.0% | 0.0% | 47 | -6,438 | -18.64% | Q4 2025 | Jan 29, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 28,076 | 1,350 | 0.0% | 0.0% | 48 | -5,593 | -16.61% | Q4 2025 | Feb 17, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 24,825 | 1,194 | 0.0% | 0.0% | 49 | -3,373 | -11.96% | Q4 2025 | Feb 17, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 23,711 | 1,140 | 0.0% | 0.0% | 50 | -58,896 | -71.3% | Q4 2025 | Feb 17, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 23,616 | 1,135 | 0.01% | 0.01% | 51 | -73 | -0.31% | Q4 2025 | Feb 11, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 23,548 | 1,132 | 0.0% | 0.0% | 52 | +208 | 0.89% | Q4 2025 | Feb 13, 2026 |
| Invesco Ltd. | History | Reduced | 23,411 | 1,126 | 0.0% | 0.0% | 53 | -4,650 | -16.57% | Q4 2025 | Feb 19, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 23,319 | 1,121 | 0.0% | 9.69% | 54 | -23,096 | -49.76% | Q4 2025 | Feb 17, 2026 |
| CREDIT AGRICOLE S A | History | No change | 22,442 | 1,079 | 0.0% | 0.0% | 55 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Wakefield Asset Management LLLP | History | Reduced | 22,418 | 1,078 | 0.29% | 0.28% | 56 | -212 | -0.94% | Q4 2025 | Feb 05, 2026 |
| Cerity Partners LLC | History | Reduced | 22,405 | 1,077 | 0.0% | 0.0% | 57 | -1,674 | -6.95% | Q4 2025 | Feb 11, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,545 | 1,036 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,860 | 1,003 | 0.0% | 0.0% | 59 | -3,792 | -15.38% | Q4 2025 | Feb 13, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 19,992 | 961 | 0.0% | 0.0% | 60 | +640 | 3.31% | Q4 2025 | Feb 11, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 19,225 | 924 | 0.0% | 0.0% | 61 | +3,096 | 19.2% | Q4 2025 | Feb 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 19,193 | 923 | 0.0% | 0.0% | 62 | +1,360 | 7.63% | Q4 2025 | Feb 17, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 19,136 | 920 | 0.0% | 0.0% | 63 | -6,657 | -25.81% | Q4 2025 | Feb 13, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 18,780 | 903 | 0.0% | 0.0% | 64 | +699 | 3.87% | Q4 2025 | Feb 13, 2026 |
| Pathstone Holdings, LLC | History | New | 18,689 | 898 | 0.0% | — | 65 | +18,689 | New | Q4 2025 | Feb 13, 2026 |
| BAILARD, INC. | History | Added to | 18,501 | 889 | 0.02% | 0.02% | 66 | +1,500 | 8.82% | Q4 2025 | Feb 04, 2026 |
| Round Hill Asset Management | History | Reduced | 18,238 | 877 | 0.55% | 0.55% | 67 | -369 | -1.98% | Q4 2025 | Feb 12, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 17,954 | 863 | 0.02% | 0.01% | 68 | +256 | 1.45% | Q4 2025 | Jan 14, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 17,959 | 861 | 0.0% | 0.0% | 69 | +11,381 | 173.02% | Q4 2025 | Mar 20, 2026 |
| Legal & General Group Plc | History | Reduced | 17,821 | 857 | 0.0% | 0.0% | 70 | -41 | -0.23% | Q4 2025 | Feb 09, 2026 |
| Baird Financial Group, Inc. | History | Added to | 17,656 | 849 | 0.0% | 0.0% | 71 | +101 | 0.58% | Q4 2025 | Feb 13, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 16,542 | 795 | 0.0% | 0.0% | 72 | +451 | 2.8% | Q4 2025 | Feb 17, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 16,034 | 771 | 0.0% | 0.0% | 73 | +4,413 | 37.97% | Q4 2025 | Feb 13, 2026 |
| CHICAGO TRUST Co NA | History | No change | 15,591 | 749 | 0.12% | 0.1% | 74 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 15,439 | 742 | 0.0% | 0.0% | 75 | +1,238 | 8.72% | Q4 2025 | Feb 17, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 14,404 | 692 | 0.02% | — | 76 | +14,404 | New | Q4 2025 | Feb 13, 2026 |
| LPL Financial LLC | History | Reduced | 14,170 | 681 | 0.0% | 0.0% | 77 | -965 | -6.38% | Q4 2025 | Feb 11, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | Reduced | 13,977 | 672 | 0.06% | 0.06% | 78 | -601 | -4.12% | Q4 2025 | Jan 12, 2026 |
| Man Group plc | History | Reduced | 13,544 | 651 | 0.0% | 0.0% | 79 | -1,684 | -11.06% | Q4 2025 | Feb 17, 2026 |
| STRS OHIO | History | No change | 13,300 | 639 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 12,508 | 601 | 0.0% | 0.0% | 81 | -3,376 | -21.25% | Q4 2025 | Jan 28, 2026 |
| Voleon Capital Management LP | History | Added to | 12,410 | 596 | 0.01% | 0.01% | 82 | +1,799 | 16.95% | Q4 2025 | Feb 17, 2026 |
| Allianz Asset Management GmbH | History | No change | 12,332 | 593 | 0.0% | 0.0% | 83 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Daytona Street Capital LLC | History | New | 12,254 | 589 | 0.46% | — | 84 | +12,254 | New | Q4 2025 | Jan 21, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | New | 11,900 | 572 | 0.0% | — | 86 | +11,900 | New | Q4 2025 | Feb 17, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 11,898 | 572 | 0.0% | — | 85 | +11,898 | New | Q4 2025 | Feb 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 11,793 | 567 | 0.02% | 0.03% | 87 | -4,029 | -25.46% | Q4 2025 | Jan 14, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 11,574 | 556 | 0.12% | 0.12% | 88 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| CWM, LLC | History | Reduced | 11,238 | 541 | 0.0% | 0.0% | 89 | -1,155 | -9.32% | Q4 2025 | Jan 26, 2026 |
| FMR LLC | History | Added to | 10,991 | 528 | 0.0% | 0.0% | 90 | +2,192 | 24.91% | Q4 2025 | Feb 17, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 10,970 | 527 | 0.05% | 0.05% | 91 | +21 | 0.19% | Q4 2025 | Feb 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 10,622 | 510 | 0.0% | 0.0% | 92 | +3,028 | 39.87% | Q4 2025 | Feb 12, 2026 |
| Regal Investment Advisors LLC | History | Reduced | 10,560 | 507 | 0.03% | 0.04% | 93 | -2,940 | -21.78% | Q4 2025 | Feb 17, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 10,329 | 497 | 0.0% | 0.0% | 94 | +246 | 2.44% | Q4 2025 | Feb 10, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,037 | 483 | 0.0% | 0.0% | 95 | -97 | -0.96% | Q4 2025 | Feb 11, 2026 |
| Inspire Investing, LLC | History | Reduced | 9,715 | 467 | 0.04% | 0.04% | 96 | -353 | -3.51% | Q4 2025 | Feb 17, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 9,189 | 441 | 0.02% | 0.01% | 97 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| CITIGROUP INC | History | Reduced | 9,069 | 436 | 0.0% | 0.0% | 98 | -1,021 | -10.12% | Q4 2025 | Feb 13, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,078 | 436 | 0.0% | 0.0% | 99 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 9,036 | 435 | 0.0% | 0.0% | 100 | +662 | 7.91% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 8,915 | 428 | 0.01% | 0.01% | 101 | -180 | -1.98% | Q4 2025 | Feb 13, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 8,811 | 423 | 0.01% | 0.01% | 102 | -300 | -3.29% | Q4 2025 | Feb 17, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 8,750 | 420 | 0.0% | 0.0% | 103 | -6,465 | -42.49% | Q4 2025 | Feb 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 8,688 | 418 | 0.04% | 0.04% | 104 | -648 | -6.94% | Q4 2025 | Feb 06, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 8,637 | 415 | 0.0% | 0.0% | 105 | -4,774 | -35.6% | Q4 2025 | Feb 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 8,620 | 414 | 0.0% | 0.0% | 106 | +2,047 | 31.14% | Q4 2025 | Feb 17, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 9,179 | 402 | 0.0% | 0.0% | 107 | -2,200 | -19.33% | Q4 2025 | Feb 11, 2026 |
| COMERICA BANK | History | Added to | 8,345 | 401 | 0.0% | 0.0% | 108 | +183 | 2.24% | Q4 2025 | Jan 29, 2026 |
| SEI INVESTMENTS CO | History | No change | 8,207 | 394 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 8,149 | 391 | 0.0% | 0.0% | 110 | +300 | 3.82% | Q4 2025 | Feb 17, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 7,577 | 364 | 0.01% | 0.02% | 111 | -164 | -2.12% | Q4 2025 | Feb 13, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 7,506 | 361 | 0.0% | 0.0% | 112 | +1,099 | 17.15% | Q4 2025 | Feb 10, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 7,498 | 360 | 0.0% | 0.0% | 113 | -2,770 | -26.98% | Q4 2025 | Jan 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,397 | 355 | 0.0% | 0.0% | 114 | +16 | 0.22% | Q4 2025 | Feb 17, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,125 | 347 | 0.0% | 0.0% | 115 | -425 | -5.63% | Q4 2025 | Jan 08, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | New | 6,939 | 333 | 0.0% | — | 116 | +6,939 | New | Q4 2025 | Feb 17, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Added to | 6,887 | 331 | 0.08% | 0.06% | 117 | +1,000 | 16.99% | Q4 2025 | Jan 28, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,739 | 324 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,618 | 318 | 0.0% | 0.0% | 119 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Mariner, LLC | History | Added to | 6,577 | 316 | 0.0% | 0.0% | 120 | +576 | 9.6% | Q4 2025 | Feb 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 6,493 | 312 | 0.0% | 0.0% | 121 | -2,539 | -28.11% | Q4 2025 | Feb 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 6,410 | 307 | 0.0% | — | 122 | +6,410 | New | Q4 2025 | Feb 18, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,343 | 305 | 0.0% | 0.0% | 123 | -30 | -0.47% | Q4 2025 | Feb 06, 2026 |
| SG Americas Securities, LLC | History | Reduced | 6,190 | 298 | 0.0% | 0.0% | 124 | -1,089 | -14.96% | Q4 2025 | Jan 09, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 6,181 | 297 | 0.0% | 0.0% | 125 | -1,358 | -18.01% | Q4 2025 | Feb 10, 2026 |
| Abacus Wealth Partners, LLC | History | New | 6,079 | 292 | 0.03% | — | 126 | +6,079 | New | Q4 2025 | Feb 05, 2026 |
| Blue Water Asset Management | History | New | 5,591 | 268 | 0.1% | — | 127 | +5,591 | New | Q4 2025 | Feb 05, 2026 |
| EP Wealth Advisors, LLC | History | New | 5,554 | 267 | 0.0% | — | 128 | +5,554 | New | Q4 2025 | Feb 18, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 5,405 | 259 | 0.0% | 0.0% | 129 | -1,096 | -16.86% | Q4 2025 | Feb 13, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 5,366 | 258 | 0.0% | 0.0% | 130 | +42 | 0.79% | Q4 2025 | Jan 28, 2026 |
| AlphaQuest LLC | History | Reduced | 5,200 | 250 | 0.01% | 0.02% | 131 | -494 | -8.68% | Q4 2025 | Feb 09, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | New | 4,943 | 237 | 0.0% | — | 132 | +4,943 | New | Q4 2025 | Feb 13, 2026 |
| 626 Financial, LLC | History | No change | 4,876 | 234 | 0.1% | 0.1% | 133 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 4,732 | 227 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 4,658 | 224 | 0.0% | 0.0% | 135 | +186 | 4.16% | Q4 2025 | Feb 13, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,537 | 218 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,407 | 212 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q4 2025 | Jan 28, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | New | 4,400 | 211 | 0.0% | — | 138 | +4,400 | New | Q4 2025 | Feb 12, 2026 |
| DGS Capital Management, LLC | History | New | 4,377 | 210 | 0.04% | — | 139 | +4,377 | New | Q4 2025 | Feb 24, 2026 |
| Arizona State Retirement System | History | Reduced | 4,289 | 206 | 0.0% | 0.0% | 140 | -260 | -5.72% | Q4 2025 | Jan 28, 2026 |
| Engineers Gate Manager LP | History | Reduced | 4,264 | 205 | 0.0% | 0.01% | 141 | -6,994 | -62.12% | Q4 2025 | Feb 17, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,997 | 192 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 3,300 | 158 | 0.0% | 0.0% | 143 | +300 | 10.0% | Q4 2025 | Jan 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,104 | 149 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,107 | 149 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 3,043 | 146 | 0.0% | 0.0% | 146 | +24 | 0.79% | Q4 2025 | Feb 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,909 | 139 | 0.0% | 0.0% | 147 | -1,064 | -26.78% | Q4 2025 | Jan 30, 2026 |
| EMC Capital Management | History | Reduced | 2,813 | 135 | 0.06% | 0.07% | 148 | -496 | -14.99% | Q4 2025 | Mar 09, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,100 | 101 | 0.0% | 0.0% | 149 | +59 | 2.89% | Q4 2025 | Jan 23, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 1,860 | 89 | 0.0% | 0.0% | 150 | -105 | -5.34% | Q4 2025 | Jan 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,327 | 63 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 1,295 | 62 | 0.0% | 0.0% | 152 | -99 | -7.1% | Q4 2025 | Feb 06, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 891 | 42 | 0.0% | 0.0% | 153 | +347 | 63.79% | Q4 2025 | Feb 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 838 | 40 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| FIFTH THIRD BANCORP | History | No change | 755 | 36 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q4 2025 | Feb 02, 2026 |
| State of Alaska, Department of Revenue | History | No change | 651 | 31 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Kestra Advisory Services, LLC | History | New | 543 | 26 | 0.0% | — | 157 | +543 | New | Q4 2025 | Feb 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 499 | 24 | 0.0% | 0.0% | 158 | -29 | -5.49% | Q4 2025 | Feb 05, 2026 |
| IFP Advisors, Inc | History | Added to | 441 | 21 | 0.0% | 0.0% | 159 | +53 | 13.66% | Q4 2025 | Feb 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 403 | 19 | 0.0% | 0.0% | 161 | -49 | -10.84% | Q4 2025 | Feb 06, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 403 | 19 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q4 2025 | Jan 20, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 357 | 17 | 0.0% | 0.0% | 162 | -141 | -28.31% | Q4 2025 | Feb 17, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 339 | 16 | 0.0% | 0.0% | 164 | -2,896 | -89.52% | Q4 2025 | Feb 17, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 338 | 16 | 0.0% | 0.0% | 163 | +105 | 45.06% | Q4 2025 | Feb 13, 2026 |
| Center for Financial Planning, Inc. | History | No change | 283 | 13 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 263 | 12 | 0.0% | 0.0% | 167 | +62 | 30.85% | Q4 2025 | Jan 26, 2026 |
| UMB Bank, n.a. | History | No change | 253 | 12 | 0.0% | 0.0% | 166 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Versant Capital Management, Inc | History | Reduced | 243 | 11 | 0.0% | 0.0% | 168 | -228 | -48.41% | Q4 2025 | Jan 08, 2026 |
| Allworth Financial LP | History | New | 215 | 10 | 0.0% | — | 169 | +215 | New | Q4 2025 | Feb 05, 2026 |
| Blue Trust, Inc. | History | Added to | 194 | 9 | 0.0% | 0.0% | 170 | +1 | 0.52% | Q4 2025 | Jan 16, 2026 |
| SIGNATUREFD, LLC | History | Added to | 171 | 8 | 0.0% | 0.0% | 171 | +87 | 103.57% | Q4 2025 | Jan 20, 2026 |
| GAMMA Investing LLC | History | Reduced | 168 | 8 | 0.0% | 0.0% | 172 | -75 | -30.86% | Q4 2025 | Jan 05, 2026 |
| Arax Advisory Partners | History | Reduced | 108 | 5 | 0.0% | 0.01% | 173 | -8,660 | -98.77% | Q4 2025 | Feb 13, 2026 |
| Optiver Holding B.V. | History | Added to | 120 | 5 | 0.0% | 0.0% | 174 | +26 | 27.66% | Q4 2025 | Feb 17, 2026 |
| True Wealth Design, LLC | History | Reduced | 91 | 4 | 0.0% | 0.0% | 175 | -5 | -5.21% | Q4 2025 | Jan 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | New | 68 | 3 | 0.0% | — | 177 | +68 | New | Q4 2025 | Feb 10, 2026 |
| Parallel Advisors, LLC | History | Reduced | 73 | 3 | 0.0% | 0.0% | 176 | -14 | -16.09% | Q4 2025 | Feb 11, 2026 |
| SIMPLEX TRADING, LLC | History | New | 57 | 2 | 0.0% | — | 179 | +57 | New | Q4 2025 | Feb 11, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 55 | 2 | 0.0% | 0.0% | 178 | +12 | 27.91% | Q4 2025 | Feb 10, 2026 |
| NewEdge Advisors, LLC | History | No change | 62 | 2 | 0.0% | 0.0% | 180 | 0 | 0.0% | Q4 2025 | Feb 18, 2026 |
| Global Retirement Partners, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 34 | 1 | 0.0% | — | 183 | +34 | New | Q4 2025 | Jan 29, 2026 |
| MAI Capital Management | History | Added to | 38 | 1 | 0.0% | 0.0% | 182 | +10 | 35.71% | Q4 2025 | Feb 13, 2026 |
| Covestor Ltd | History | Added to | 15 | 1 | 0.0% | 0.0% | 184 | +3 | 25.0% | Q4 2025 | Feb 06, 2026 |
| MALTESE CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.56% | — | -82,000 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Empowered Funds, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -65,864 | -100.0% | Q3 2025 | Nov 13, 2025 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -26,894 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.01% | — | -18,154 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.11% | — | -15,034 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Vermillion Wealth Management, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,000 | -100.0% | Q3 2025 | Oct 23, 2025 |
| Semanteon Capital Management, LP | History | Closed out | 0 | 0 | — | 0.56% | — | -9,858 | -100.0% | Q3 2025 | Nov 10, 2025 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,640 | -100.0% | Q3 2025 | Nov 14, 2025 |
| ALPS ADVISORS INC | History | Closed out | 0 | 0 | — | 0.0% | — | -9,559 | -100.0% | Q3 2025 | Nov 05, 2025 |
| HRT FINANCIAL LP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,907 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,599 | -100.0% | Q3 2025 | Nov 14, 2025 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -6,295 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Point72 Asset Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -5,600 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.01% | — | -4,220 | -100.0% | Q3 2025 | Nov 12, 2025 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -791 | -100.0% | Q3 2025 | Nov 13, 2025 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -452 | -100.0% | Q3 2025 | Nov 14, 2025 |
| Clearstead Advisors, LLC | History | Reduced | 2 | 0 | — | 0.0% | — | -155 | -98.73% | Q4 2025 | Feb 09, 2026 |
| N.E.W. Advisory Services LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -150 | -100.0% | Q3 2025 | Oct 27, 2025 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -137 | -100.0% | Q3 2025 | Oct 24, 2025 |
| Aster Capital Management (DIFC) Ltd | History | Reduced | 6 | 0 | — | 0.0% | — | -51 | -89.47% | Q4 2025 | Feb 17, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -51 | -100.0% | Q3 2025 | Nov 12, 2025 |
| Steward Partners Investment Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31 | -100.0% | Q3 2025 | Nov 12, 2025 |
| SJS Investment Consulting Inc. | History | New | 3 | 0 | — | — | — | +3 | New | Q4 2025 | Jan 21, 2026 |
| Sunbelt Securities, Inc. | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q4 2025 | Feb 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 07, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |