MERCANTILE BANK CORP - MBWM
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 | 1,388,714 | 70,130 | 0.0% | 0.0% | 1 | -50,171 | -3.49% | Q1 2026 | May 13, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,189,031 | 60,046 | 0.01% | 0.0% | 2 | +894,218 | 303.32% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,032,888 | 52,160 | 0.01% | 0.01% | 3 | +1,403 | 0.14% | Q1 2026 | May 07, 2026 |
| VANGUARD GROUP INC | History | No change | 1,066,368 | 51,292 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 704,324 | 35,568 | 0.0% | — | 5 | +704,324 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 561,467 | 28,354 | 0.01% | 0.01% | 6 | +43,563 | 8.41% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 502,468 | 25,374 | 0.0% | 0.0% | 7 | +55,452 | 12.4% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 472,213 | 23,846 | 0.04% | 0.04% | 8 | -24,000 | -4.84% | Q1 2026 | May 14, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 435,012 | 21,972 | 0.0% | 0.0% | 9 | +32,396 | 8.05% | Q1 2026 | May 15, 2026 |
| NORTH STAR ASSET MANAGEMENT INC | History | Added to | 383,180 | 19,350 | 0.84% | 0.73% | 10 | +8,636 | 2.31% | Q1 2026 | May 06, 2026 |
| LSV ASSET MANAGEMENT | History | Reduced | 283,186 | 14,301 | 0.03% | 0.03% | 11 | -11,900 | -4.03% | Q1 2026 | May 11, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 275,321 | 13,903 | 0.0% | — | 12 | +275,321 | New | Q1 2026 | May 08, 2026 |
| NORTHERN TRUST CORP | History | Added to | 232,600 | 11,746 | 0.0% | 0.0% | 13 | +65,602 | 39.28% | Q1 2026 | May 14, 2026 |
| Tributary Capital Management, LLC | History | Reduced | 224,632 | 11,343 | 1.1% | 1.1% | 14 | -6,627 | -2.87% | Q1 2026 | May 04, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 191,153 | 9,653 | 0.03% | 0.03% | 15 | -11,470 | -5.66% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 181,647 | 9,173 | 0.01% | 0.01% | 16 | +61,470 | 51.15% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 148,858 | 7,447 | 0.0% | 0.0% | 17 | -46,180 | -23.68% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 146,713 | 7,409 | 0.0% | 0.0% | 18 | -12,851 | -8.05% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 140,446 | 7,092 | 0.0% | 0.0% | 19 | +7,158 | 5.37% | Q1 2026 | May 15, 2026 |
| BANC FUNDS CO LLC | History | Added to | 131,160 | 6,623 | 1.23% | 1.25% | 20 | +319 | 0.24% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 129,257 | 6,527 | 0.01% | 0.01% | 21 | +19,685 | 17.97% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 127,236 | 6,425 | 0.0% | 0.0% | 22 | -32,378 | -20.29% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 126,269 | 6,376 | 0.13% | 0.12% | 23 | +6,136 | 5.11% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 125,631 | 6,344 | 0.01% | 0.01% | 24 | -4,451 | -3.42% | Q1 2026 | Apr 24, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 112,721 | 5,692 | 0.0% | 0.0% | 25 | -20,778 | -15.56% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 110,259 | 5,568 | 0.0% | — | 26 | +110,259 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 92,659 | 4,679 | 0.0% | 0.0% | 27 | -182 | -0.2% | Q1 2026 | May 05, 2026 |
| Siena Capital Partners GP, LLC | History | No change | 83,966 | 4,240 | 1.1% | 1.08% | 28 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 78,969 | 3,987 | 0.03% | — | 29 | +78,969 | New | Q1 2026 | May 14, 2026 |
| De Lisle Partners LLP | History | No change | 75,649 | 3,826 | 0.46% | 0.47% | 30 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 65,902 | 3,328 | 0.0% | 0.0% | 31 | +2,898 | 4.6% | Q1 2026 | May 04, 2026 |
| jvl associates llc | History | Added to | 65,508 | 3,308 | 1.11% | 0.94% | 32 | +5,339 | 8.87% | Q1 2026 | Apr 16, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 64,904 | 3,277 | 0.0% | 0.0% | 33 | -6,672 | -9.32% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 55,125 | 2,783 | 0.0% | 0.0% | 34 | -8,644 | -13.56% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 53,083 | 2,680 | 0.0% | 0.0% | 35 | +33,091 | 165.52% | Q1 2026 | May 13, 2026 |
| Elizabeth Park Capital Advisors, Ltd. | History | No change | 50,971 | 2,574 | 1.98% | 2.02% | 36 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 48,850 | 2,466 | 0.01% | 0.01% | 37 | -3,914 | -7.42% | Q1 2026 | May 11, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 48,161 | 2,432 | 0.0% | 0.0% | 38 | +3,446 | 7.71% | Q1 2026 | May 14, 2026 |
| Rosenthal | Henry Capital Advisors, Inc. | History | No change | 45,000 | 2,272 | 2.22% | 2.0% | 39 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 40,884 | 1,966 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 36,777 | 1,857 | 0.0% | 0.0% | 41 | +8,701 | 30.99% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 36,376 | 1,836 | 0.0% | 0.0% | 42 | +1,933 | 5.61% | Q1 2026 | May 12, 2026 |
| UBS Group AG | History | Added to | 35,639 | 1,799 | 0.0% | 0.0% | 43 | +7,543 | 26.85% | Q1 2026 | May 05, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 32,757 | 1,654 | 0.0% | 0.0% | 44 | -11,531 | -26.04% | Q1 2026 | May 11, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 33,147 | 1,594 | 0.01% | 0.01% | 45 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| LaFleur & Godfrey LLC | History | Added to | 31,499 | 1,590 | 0.2% | 0.17% | 46 | +2,266 | 7.75% | Q1 2026 | May 04, 2026 |
| Nuveen, LLC | History | Added to | 30,856 | 1,558 | 0.0% | 0.0% | 47 | +153 | 0.5% | Q1 2026 | Apr 30, 2026 |
| Swiss National Bank | History | No change | 30,400 | 1,535 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 28,933 | 1,461 | 0.0% | 0.0% | 49 | -7,801 | -21.24% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 26,732 | 1,349 | 0.0% | 0.0% | 50 | +7,539 | 39.28% | Q1 2026 | May 15, 2026 |
| Curi Capital, LLC | History | New | 26,654 | 1,346 | 0.02% | — | 51 | +26,654 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 25,352 | 1,280 | 0.0% | 0.0% | 52 | +527 | 2.12% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 24,302 | 1,227 | 0.0% | 0.0% | 53 | +754 | 3.2% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 23,436 | 1,183 | 0.01% | 0.01% | 54 | -180 | -0.76% | Q1 2026 | May 13, 2026 |
| Wakefield Asset Management LLLP | History | Added to | 22,830 | 1,152 | 0.31% | 0.29% | 55 | +412 | 1.84% | Q1 2026 | May 12, 2026 |
| Invesco Ltd. | History | Reduced | 22,549 | 1,138 | 0.0% | 0.0% | 56 | -862 | -3.68% | Q1 2026 | May 12, 2026 |
| CREDIT AGRICOLE S A | History | No change | 22,442 | 1,133 | 0.0% | 0.0% | 57 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 21,372 | 1,079 | 0.0% | 0.0% | 58 | -1,033 | -4.61% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 21,200 | 1,070 | 0.0% | 0.0% | 59 | -21,513 | -50.37% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 21,010 | 1,061 | 0.0% | 0.0% | 60 | -51,949 | -71.2% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 20,584 | 1,039 | 0.0% | 0.0% | 61 | -276 | -1.32% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,545 | 1,036 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 20,075 | 1,013 | 0.0% | 0.0% | 63 | +939 | 4.91% | Q1 2026 | May 14, 2026 |
| Discipline Wealth Solutions, LLC | History | New | 19,826 | 1,001 | 0.11% | — | 64 | +19,826 | New | Q1 2026 | Apr 17, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 18,200 | 919 | 0.0% | 0.0% | 65 | -580 | -3.09% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 17,953 | 906 | 0.0% | 0.0% | 66 | -736 | -3.94% | Q1 2026 | May 11, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 17,569 | 887 | 0.0% | 0.0% | 67 | +1,027 | 6.21% | Q1 2026 | May 15, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 17,475 | 882 | 0.0% | 0.0% | 68 | -181 | -1.03% | Q1 2026 | May 14, 2026 |
| BAILARD, INC. | History | Reduced | 17,401 | 878 | 0.02% | 0.02% | 69 | -1,100 | -5.95% | Q1 2026 | May 11, 2026 |
| Round Hill Asset Management | History | Reduced | 16,925 | 854 | 0.56% | 0.55% | 70 | -1,313 | -7.2% | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Added to | 16,452 | 830 | 0.0% | 0.0% | 71 | +2,908 | 21.47% | Q1 2026 | May 15, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 16,415 | 828 | 0.02% | 0.02% | 72 | -1,539 | -8.57% | Q1 2026 | Apr 13, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 15,630 | 789 | 0.0% | 0.0% | 73 | +5,008 | 47.15% | Q1 2026 | May 11, 2026 |
| CHICAGO TRUST Co NA | History | No change | 15,591 | 787 | 0.13% | 0.12% | 74 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 15,384 | 776 | 0.0% | 0.0% | 75 | -55 | -0.36% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 14,922 | 754 | 0.05% | 0.04% | 76 | +6,234 | 71.75% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 14,533 | 733 | 0.0% | 0.0% | 77 | -3,288 | -18.45% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Added to | 14,507 | 732 | 0.0% | 0.0% | 78 | +6,300 | 76.76% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Added to | 14,419 | 728 | 0.0% | 0.0% | 79 | +249 | 1.76% | Q1 2026 | May 06, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 14,032 | 708 | 0.01% | 0.02% | 80 | -372 | -2.58% | Q1 2026 | Apr 27, 2026 |
| LVM CAPITAL MANAGEMENT LTD/MI | History | No change | 13,977 | 706 | 0.07% | 0.06% | 81 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 13,295 | 671 | 0.02% | 0.02% | 83 | +1,502 | 12.74% | Q1 2026 | May 13, 2026 |
| STRS OHIO | History | No change | 13,300 | 671 | 0.0% | 0.0% | 82 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FMR LLC | History | Added to | 13,080 | 660 | 0.0% | 0.0% | 84 | +2,089 | 19.01% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 12,693 | 640 | 0.0% | — | 85 | +12,693 | New | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 12,619 | 637 | 0.0% | 0.0% | 86 | +3,869 | 44.22% | Q1 2026 | May 06, 2026 |
| Daytona Street Capital LLC | History | Added to | 12,260 | 632 | 0.49% | 0.46% | 87 | +6 | 0.05% | Q1 2026 | Apr 10, 2026 |
| Allianz Asset Management GmbH | History | No change | 12,332 | 622 | 0.0% | 0.0% | 88 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BLAIR WILLIAM & CO/IL | History | New | 12,189 | 615 | 0.0% | — | 89 | +12,189 | New | Q1 2026 | May 08, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 12,121 | 612 | 0.0% | 0.0% | 90 | +223 | 1.87% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 11,900 | 600 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,564 | 584 | 0.0% | 0.0% | 92 | -17,576 | -60.32% | Q1 2026 | May 15, 2026 |
| Shakespeare Wealth Management, LLC | History | No change | 11,574 | 584 | 0.14% | 0.12% | 93 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 11,419 | 577 | 0.0% | 0.0% | 94 | -7,806 | -40.6% | Q1 2026 | May 01, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 11,382 | 575 | 0.0% | 0.0% | 95 | +2,346 | 25.96% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 11,135 | 562 | 0.0% | 0.0% | 96 | -1,373 | -10.98% | Q1 2026 | Apr 30, 2026 |
| CITIGROUP INC | History | Added to | 11,092 | 560 | 0.0% | 0.0% | 97 | +2,023 | 22.31% | Q1 2026 | May 11, 2026 |
| Strategies Wealth Advisors, LLC | History | Added to | 11,100 | 560 | 0.06% | 0.05% | 98 | +130 | 1.19% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 11,312 | 558 | 0.0% | 0.0% | 99 | +10,474 | 1249.88% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 10,647 | 538 | 0.0% | 0.0% | 100 | +318 | 3.08% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | No change | 10,560 | 533 | 0.03% | 0.03% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Reduced | 10,336 | 521 | 0.0% | 0.0% | 102 | -902 | -8.03% | Q1 2026 | May 14, 2026 |
| Rafferty Asset Management, LLC | History | Added to | 10,236 | 516 | 0.0% | 0.0% | 103 | +1,599 | 18.51% | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Added to | 10,160 | 513 | 0.04% | 0.04% | 104 | +445 | 4.58% | Q1 2026 | Apr 23, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 10,033 | 507 | 0.0% | 0.0% | 105 | -4 | -0.04% | Q1 2026 | Apr 22, 2026 |
| ALPS ADVISORS INC | History | New | 9,920 | 500 | 0.0% | — | 106 | +9,920 | New | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 9,480 | 478 | 0.0% | 0.0% | 107 | +860 | 9.98% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 9,190 | 464 | 0.0% | — | 109 | +9,190 | New | Q1 2026 | May 08, 2026 |
| Azimuth Capital Investment Management LLC | History | No change | 9,189 | 464 | 0.02% | 0.02% | 108 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | No change | 9,078 | 458 | 0.0% | 0.0% | 110 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 8,811 | 444 | 0.01% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 8,720 | 440 | 0.0% | 0.0% | 112 | -459 | -5.0% | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | New | 8,705 | 439 | 0.01% | — | 113 | +8,705 | New | Q1 2026 | May 15, 2026 |
| Modern Wealth Management, LLC | History | New | 8,606 | 439 | 0.01% | — | 114 | +8,606 | New | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,571 | 432 | 0.0% | 0.0% | 115 | +7,816 | 1035.23% | Q1 2026 | May 01, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 8,361 | 422 | 0.0% | 0.0% | 116 | +863 | 11.51% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 8,077 | 407 | 0.0% | 0.0% | 117 | +571 | 7.61% | Q1 2026 | May 12, 2026 |
| COMERICA BANK | History | No change | 8,345 | 401 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 7,902 | 399 | 0.0% | 0.0% | 119 | +505 | 6.83% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 7,894 | 398 | 0.0% | 0.0% | 120 | -8,140 | -50.77% | Q1 2026 | May 14, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 7,246 | 365 | 0.01% | 0.01% | 121 | -331 | -4.37% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 7,078 | 361 | 0.0% | 0.0% | 122 | +4,978 | 237.05% | Q1 2026 | Apr 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 7,105 | 358 | 0.0% | 0.0% | 123 | +1,700 | 31.45% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | No change | 6,939 | 350 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 6,832 | 345 | 0.0% | 0.0% | 125 | +2,100 | 44.38% | Q1 2026 | May 06, 2026 |
| HighTower Advisors, LLC | History | Added to | 6,847 | 345 | 0.0% | 0.0% | 126 | +504 | 7.95% | Q1 2026 | May 05, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 6,739 | 341 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| STIFEL FINANCIAL CORP | History | No change | 6,618 | 334 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Voleon Capital Management LP | History | Reduced | 6,520 | 329 | 0.01% | 0.01% | 129 | -5,890 | -47.46% | Q1 2026 | May 15, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 6,323 | 319 | 0.03% | 0.03% | 130 | +244 | 4.01% | Q1 2026 | Apr 24, 2026 |
| Vanguard Global Advisers, LLC | History | New | 6,262 | 316 | 0.0% | — | 132 | +6,262 | New | Q1 2026 | May 08, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 6,151 | 316 | 0.0% | 0.0% | 131 | -974 | -13.67% | Q1 2026 | Apr 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 6,206 | 313 | 0.0% | 0.0% | 133 | -287 | -4.42% | Q1 2026 | May 13, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 5,996 | 302 | 0.0% | 0.0% | 134 | +442 | 7.96% | Q1 2026 | May 14, 2026 |
| LeClair Wealth Partners LLC | History | New | 5,826 | 294 | 0.1% | — | 136 | +5,826 | New | Q1 2026 | May 05, 2026 |
| Blue Water Asset Management | History | Added to | 5,826 | 294 | 0.1% | 0.1% | 135 | +235 | 4.2% | Q1 2026 | May 05, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,631 | 284 | 0.01% | 0.01% | 137 | -3,284 | -36.84% | Q1 2026 | Apr 22, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 5,407 | 275 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 5,392 | 272 | 0.0% | 0.0% | 139 | +26 | 0.48% | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 5,222 | 263 | 0.0% | 0.0% | 140 | -1,355 | -20.6% | Q1 2026 | May 13, 2026 |
| GREENLEAF TRUST | History | New | 5,012 | 253 | 0.0% | — | 141 | +5,012 | New | Q1 2026 | Apr 27, 2026 |
| AlphaQuest LLC | History | No change | 5,200 | 250 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| 626 Financial, LLC | History | No change | 4,876 | 246 | 0.11% | 0.1% | 143 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 4,748 | 240 | 0.02% | — | 144 | +4,748 | New | Q1 2026 | Apr 28, 2026 |
| DGS Capital Management, LLC | History | Added to | 4,676 | 236 | 0.04% | 0.04% | 145 | +299 | 6.83% | Q1 2026 | Apr 28, 2026 |
| JANE STREET GROUP, LLC | History | New | 4,654 | 235 | 0.0% | — | 147 | +4,654 | New | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 4,669 | 235 | 0.0% | 0.0% | 146 | -274 | -5.54% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 4,635 | 234 | 0.0% | — | 148 | +4,635 | New | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 4,537 | 229 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 4,400 | 222 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 4,241 | 214 | 0.0% | 0.0% | 151 | -48 | -1.12% | Q1 2026 | May 01, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 4,163 | 210 | 0.0% | 0.0% | 152 | -2,018 | -32.65% | Q1 2026 | May 08, 2026 |
| Brooklyn Investment Group | History | New | 4,091 | 206 | 0.01% | — | 153 | +4,091 | New | Q1 2026 | Apr 29, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 3,997 | 201 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| JMN Financial LLC | History | New | 3,964 | 200 | 0.2% | — | 155 | +3,964 | New | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 3,300 | 166 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 3,188 | 160 | 0.0% | — | 157 | +3,188 | New | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | New | 3,146 | 158 | 0.01% | — | 158 | +3,146 | New | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 3,090 | 157 | 0.0% | 0.0% | 159 | +47 | 1.54% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | No change | 3,104 | 156 | 0.0% | 0.0% | 160 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 3,107 | 156 | 0.0% | 0.0% | 161 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 2,986 | 151 | 0.0% | 0.0% | 162 | -3,204 | -51.76% | Q1 2026 | Apr 16, 2026 |
| US BANCORP \DE\ | History | Reduced | 2,743 | 138 | 0.0% | 0.0% | 163 | -166 | -5.71% | Q1 2026 | May 14, 2026 |
| EMC Capital Management | History | No change | 2,813 | 135 | 0.06% | 0.06% | 164 | 0 | 0.0% | Q4 2025 | Mar 09, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,488 | 125 | 0.0% | 0.0% | 165 | -5,661 | -69.47% | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,872 | 94 | 0.0% | 0.0% | 166 | +12 | 0.65% | Q1 2026 | Apr 30, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 1,682 | 84 | 0.0% | 0.0% | 167 | +387 | 29.88% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,327 | 67 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,063 | 53 | 0.0% | 0.0% | 169 | +706 | 197.76% | Q1 2026 | May 15, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 1,000 | 50 | 0.0% | — | 170 | +1,000 | New | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 891 | 44 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 745 | 37 | 0.01% | 0.01% | 172 | -5 | -0.67% | Q1 2026 | May 21, 2026 |
| State of Alaska, Department of Revenue | History | No change | 651 | 32 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Trask Adam Roland | History | New | 500 | 25 | 0.02% | — | 174 | +500 | New | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 492 | 24 | 0.0% | 0.0% | 175 | +154 | 45.56% | Q1 2026 | May 14, 2026 |
| IFP Advisors, Inc | History | No change | 441 | 22 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 405 | 20 | 0.0% | 0.0% | 178 | +2 | 0.5% | Q1 2026 | May 15, 2026 |
| TRUST CO OF TOLEDO NA /OH/ | History | No change | 403 | 20 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 336 | 16 | 0.0% | 0.0% | 179 | -3 | -0.88% | Q1 2026 | May 15, 2026 |
| Versant Capital Management, Inc | History | Added to | 300 | 15 | 0.0% | 0.0% | 180 | +57 | 23.46% | Q1 2026 | Apr 06, 2026 |
| Center for Financial Planning, Inc. | History | No change | 283 | 14 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| PRIVATE TRUST CO NA | History | No change | 263 | 13 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| UMB Bank, n.a. | History | No change | 253 | 12 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 211 | 10 | 0.0% | 0.0% | 184 | +43 | 25.6% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Reduced | 191 | 9 | 0.0% | 0.0% | 185 | -24 | -11.16% | Q1 2026 | May 14, 2026 |
| Blue Trust, Inc. | History | Added to | 196 | 9 | 0.0% | 0.0% | 186 | +2 | 1.03% | Q1 2026 | Apr 20, 2026 |
| SIGNATUREFD, LLC | History | No change | 171 | 8 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Optiver Holding B.V. | History | Added to | 128 | 6 | 0.0% | 0.0% | 188 | +8 | 6.67% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 118 | 5 | 0.0% | 0.0% | 189 | +10 | 9.26% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Added to | 89 | 4 | 0.0% | 0.0% | 190 | +16 | 21.92% | Q1 2026 | May 07, 2026 |
| True Wealth Design, LLC | History | No change | 91 | 4 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 51 | 2 | 0.0% | 0.0% | 192 | -4 | -7.27% | Q1 2026 | May 07, 2026 |
| MAI Capital Management | History | Added to | 42 | 2 | 0.0% | 0.0% | 193 | +4 | 10.53% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 58 | 2 | 0.0% | 0.0% | 194 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Root Financial Partners, LLC | History | New | 26 | 1 | 0.0% | — | 196 | +26 | New | Q1 2026 | Apr 24, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 34 | 1 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -28,415 | -100.0% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -23,711 | -100.0% | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Closed out | 0 | 0 | — | 0.0% | — | -23,319 | -100.0% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -17,959 | -100.0% | Q1 2026 | Apr 30, 2026 |
| WEST MICHIGAN ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -6,887 | -100.0% | Q1 2026 | May 05, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,410 | -100.0% | Q1 2026 | May 13, 2026 |
| MML INVESTORS SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,658 | -100.0% | Q1 2026 | May 04, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.0% | — | -4,264 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -543 | -100.0% | Q1 2026 | Apr 30, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -499 | -100.0% | Q1 2026 | May 08, 2026 |
| Eurizon Capital SGR S.p.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -68 | -100.0% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62 | -100.0% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -57 | -100.0% | Q1 2026 | May 14, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 18 | 0 | — | — | — | +18 | New | Q1 2026 | May 07, 2026 |
| Bare Financial Services, Inc | History | New | 10 | 0 | — | — | — | +10 | New | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Reduced | 6 | 0 | — | 0.0% | — | -9 | -60.0% | Q1 2026 | May 05, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 08, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | — | — | -6 | -100.0% | Q1 2026 | May 13, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 06, 2026 |
| Kilter Group LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Smartleaf Asset Management LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |