MDU RESOURCES GROUP INC - MDU
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 25,712,048 | 532,753 | 0.01% | 0.01% | 1 | -514,333 | -1.96% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 23,828,483 | 465,131 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | Added to | 13,760,167 | 285,110 | 0.93% | 0.84% | 3 | +865,222 | 6.71% | Q1 2026 | May 13, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 12,526,974 | 259,558 | 0.01% | — | 4 | +12,526,974 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 10,285,747 | 213,119 | 0.04% | 0.04% | 5 | +253,950 | 2.53% | Q1 2026 | May 07, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 9,881,880 | 204,752 | 0.84% | 0.83% | 6 | -64,316 | -0.65% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 9,147,886 | 189,544 | 0.0% | — | 7 | +9,147,886 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 6,990,274 | 145,817 | 0.01% | 0.0% | 8 | -131,111 | -1.84% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 6,202,460 | 128,514 | 0.01% | 0.01% | 9 | +97,389 | 1.6% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 5,261,426 | 109,016 | 0.1% | 0.1% | 10 | -62,482 | -1.17% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Added to | 4,221,525 | 87,470 | 0.01% | 0.0% | 11 | +209,186 | 5.21% | Q1 2026 | May 15, 2026 |
| River Road Asset Management, LLC | History | Reduced | 4,077,251 | 84,480 | 0.96% | 1.01% | 12 | -629,791 | -13.38% | Q1 2026 | Apr 30, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 3,542,046 | 73,391 | 0.53% | 0.28% | 13 | +1,789,472 | 102.11% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 3,491,440 | 72,369 | 0.0% | 0.0% | 14 | +76,207 | 2.23% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 3,054,154 | 59,617 | 0.01% | 0.01% | 15 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 2,596,001 | 53,789 | 0.09% | 0.09% | 16 | -408,536 | -13.6% | Q1 2026 | May 15, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | New | 2,531,705 | 52,456 | 0.53% | — | 17 | +2,531,705 | New | Q1 2026 | Apr 16, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 2,506,549 | 51,935 | 0.53% | 0.54% | 18 | -109,420 | -4.18% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,363,835 | 48,978 | 0.01% | 0.01% | 19 | -78,106 | -3.2% | Q1 2026 | May 05, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,264,562 | 46,921 | 0.01% | 0.01% | 20 | +57,039 | 2.58% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 2,158,544 | 44,726 | 0.03% | 0.02% | 21 | +1,249,263 | 137.39% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 1,881,002 | 38,974 | 0.01% | 0.01% | 22 | -62,149 | -3.2% | Q1 2026 | May 12, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 1,801,678 | 37,330 | 0.05% | 0.05% | 23 | +193,442 | 12.03% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,707,254 | 35,374 | 0.01% | 0.0% | 24 | +143,788 | 9.2% | Q1 2026 | May 05, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 1,691,938 | 35,057 | 0.05% | 0.03% | 25 | +565,269 | 50.17% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 1,691,882 | 35,055 | 0.04% | 0.04% | 26 | -6,401 | -0.38% | Q1 2026 | May 14, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Reduced | 1,553,740 | 32,193 | 1.54% | 1.48% | 27 | -2,112 | -0.14% | Q1 2026 | Apr 27, 2026 |
| HITE Hedge Asset Management LLC | History | Added to | 1,550,000 | 32,116 | 1.81% | 0.86% | 28 | +860,000 | 124.64% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,533,393 | 31,771 | 0.0% | 0.0% | 29 | +43,370 | 2.91% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 1,480,630 | 31,137 | 0.05% | 0.05% | 30 | -121,612 | -7.59% | Q1 2026 | May 05, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 1,481,593 | 30,698 | 0.02% | 0.06% | 31 | -2,954,928 | -66.6% | Q1 2026 | May 13, 2026 |
| Bragg Financial Advisors, Inc | History | Added to | 1,451,854 | 30,082 | 0.95% | 0.91% | 32 | +14,143 | 0.98% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 1,398,717 | 28,981 | 0.04% | 0.04% | 33 | -10,278 | -0.73% | Q1 2026 | May 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,381,030 | 28,463 | 0.01% | 0.0% | 34 | +1,178,789 | 582.86% | Q1 2026 | May 15, 2026 |
| Perpetual Ltd | History | Added to | 1,327,882 | 27,513 | 0.42% | 0.32% | 35 | +199,270 | 17.66% | Q1 2026 | Apr 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,268,614 | 26,285 | 0.01% | — | 36 | +1,268,614 | New | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,226,667 | 25,497 | 0.02% | 0.02% | 37 | +37,471 | 3.15% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,103,332 | 22,861 | 0.0% | 0.0% | 38 | +509,879 | 85.92% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,094,809 | 22,684 | 0.0% | 0.01% | 39 | -621,122 | -36.2% | Q1 2026 | May 15, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 1,037,406 | 21,495 | 2.58% | 2.52% | 40 | -30,255 | -2.83% | Q1 2026 | May 07, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 990,325 | 20,519 | 0.01% | 0.01% | 41 | +19,681 | 2.03% | Q1 2026 | May 04, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 929,844 | 19,266 | 0.03% | 0.01% | 42 | +616,794 | 197.03% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 853,787 | 17,690 | 0.01% | 0.01% | 43 | -45,361 | -5.04% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 845,685 | 17,522 | 0.0% | 0.0% | 44 | +27,180 | 3.32% | Q1 2026 | May 11, 2026 |
| Legal & General Group Plc | History | Reduced | 815,281 | 16,892 | 0.0% | 0.0% | 45 | -59,298 | -6.78% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 735,990 | 15,249 | 0.04% | 0.02% | 46 | +418,406 | 131.75% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 731,197 | 15,150 | 0.05% | 0.05% | 47 | +23,998 | 3.39% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 652,550 | 13,520 | 0.02% | 0.02% | 48 | +139,639 | 27.22% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 651,621 | 13,501 | 0.02% | 0.02% | 49 | -23,616 | -3.5% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 639,617 | 13,252 | 0.01% | 0.01% | 50 | +20,382 | 3.29% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 590,225 | 12,229 | 0.0% | 0.0% | 51 | +579,567 | 5437.86% | Q1 2026 | May 13, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 596,653 | 11,646 | 0.08% | 0.08% | 52 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| NEEDHAM INVESTMENT MANAGEMENT LLC | History | Added to | 557,500 | 11,551 | 0.59% | 0.67% | 53 | +15,500 | 2.86% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 558,834 | 11,511 | 0.0% | 0.0% | 54 | +19,577 | 3.63% | Q1 2026 | May 13, 2026 |
| Yaupon Capital Management LP | History | Reduced | 548,025 | 11,355 | 0.35% | 0.85% | 55 | -651,975 | -54.33% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 526,783 | 10,914 | 0.0% | 0.0% | 56 | +51,982 | 10.95% | Q1 2026 | May 04, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 503,877 | 10,440 | 0.03% | 0.04% | 57 | -12,002 | -2.33% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 500,000 | 10,360 | 0.02% | 0.04% | 58 | -700,000 | -58.33% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 487,070 | 10,092 | 0.01% | 0.01% | 59 | -1,608 | -0.33% | Q1 2026 | May 12, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 482,576 | 9,998 | 0.01% | 0.01% | 60 | +283,462 | 142.36% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 474,701 | 9,835 | 0.0% | 0.0% | 61 | -5,669 | -1.18% | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 472,593 | 9,792 | 0.0% | 0.0% | 62 | -13,153 | -2.71% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 470,588 | 9,750 | 0.01% | 0.0% | 63 | +453,771 | 2698.29% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 419,052 | 8,682 | 0.01% | 0.0% | 64 | -8,466 | -1.98% | Q1 2026 | May 06, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 395,726 | 8,199 | 0.06% | 0.06% | 65 | -21,534 | -5.16% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 391,304 | 8,107 | 0.0% | 0.0% | 66 | +27,273 | 7.49% | Q1 2026 | May 06, 2026 |
| Swiss National Bank | History | Added to | 384,190 | 7,960 | 0.0% | 0.0% | 67 | +1,400 | 0.37% | Q1 2026 | May 07, 2026 |
| Man Group plc | History | Added to | 378,425 | 7,840 | 0.01% | 0.01% | 68 | +159,373 | 72.76% | Q1 2026 | May 15, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Reduced | 376,640 | 7,803 | 1.03% | 1.01% | 69 | -12,780 | -3.28% | Q1 2026 | May 06, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 375,736 | 7,787 | 0.0% | 0.0% | 70 | -67,224 | -15.18% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 363,102 | 7,523 | 0.04% | 0.04% | 71 | -21,206 | -5.52% | Q1 2026 | May 01, 2026 |
| Hudson Value Partners, LLC | History | Added to | 350,713 | 7,266 | 2.17% | 2.0% | 72 | +9,667 | 2.83% | Q1 2026 | Apr 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 333,965 | 6,919 | 0.0% | 0.0% | 73 | -19,594 | -5.54% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 319,670 | 6,623 | 0.01% | 0.01% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 319,611 | 6,622 | 0.0% | 0.0% | 75 | +137,812 | 75.8% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 315,252 | 6,532 | 0.02% | 0.02% | 76 | -2,123 | -0.67% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Added to | 312,272 | 6,470 | 0.0% | 0.0% | 77 | +15,538 | 5.24% | Q1 2026 | Apr 30, 2026 |
| Creative Planning | History | Added to | 301,011 | 6,236 | 0.0% | 0.0% | 78 | +9,807 | 3.37% | Q1 2026 | May 12, 2026 |
| Verition Fund Management LLC | History | Added to | 300,000 | 6,216 | 0.04% | 0.01% | 79 | +204,212 | 213.19% | Q1 2026 | May 15, 2026 |
| Burkehill Global Management, LP | History | No change | 300,000 | 6,216 | 0.31% | 0.39% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 289,470 | 5,997 | 0.01% | 0.0% | 81 | +230,244 | 388.75% | Q1 2026 | May 01, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 288,491 | 5,973 | 0.01% | 0.01% | 82 | -103,311 | -26.37% | Q1 2026 | May 08, 2026 |
| BESSEMER GROUP INC | History | Added to | 285,186 | 5,909 | 0.01% | 0.01% | 83 | +91,140 | 46.97% | Q1 2026 | May 06, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 284,992 | 5,905 | 0.01% | — | 84 | +284,992 | New | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 280,708 | 5,816 | 0.0% | — | 85 | +280,708 | New | Q1 2026 | May 14, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 278,403 | 5,768 | 0.1% | 0.08% | 86 | +22,929 | 8.98% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 274,957 | 5,697 | 0.01% | 0.01% | 87 | +2,044 | 0.75% | Q1 2026 | May 14, 2026 |
| Angeles Investment Advisors, LLC | History | No change | 245,414 | 5,084 | 0.34% | 0.32% | 88 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Aventail Capital Group, LP | History | New | 242,895 | 5,032 | 0.24% | — | 89 | +242,895 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 235,773 | 4,885 | 0.01% | 0.0% | 90 | +42,329 | 21.88% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 243,107 | 4,745 | 0.02% | 0.02% | 91 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 215,835 | 4,472 | 0.01% | 0.01% | 92 | -22,864 | -9.58% | Q1 2026 | Apr 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 200,471 | 4,153 | 0.01% | 0.01% | 93 | +69,132 | 52.64% | Q1 2026 | May 14, 2026 |
| Covalis Capital LLP | History | Reduced | 200,000 | 4,144 | 0.25% | 0.69% | 94 | -300,000 | -60.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 186,650 | 3,868 | 0.0% | 0.0% | 95 | +21,837 | 13.25% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 186,421 | 3,862 | 0.04% | 0.04% | 96 | -1,581 | -0.84% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 186,099 | 3,855 | 0.0% | 0.0% | 97 | -3,469 | -1.83% | Q1 2026 | May 13, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 181,507 | 3,760 | 0.21% | 0.08% | 98 | +94,721 | 109.14% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 180,312 | 3,736 | 0.0% | 0.0% | 99 | +19,714 | 12.28% | Q1 2026 | May 12, 2026 |
| HENNESSY ADVISORS INC | History | No change | 179,707 | 3,723 | 0.13% | 0.12% | 100 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 171,827 | 3,564 | 0.01% | 0.01% | 101 | -7,275 | -4.06% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | New | 170,054 | 3,523 | 0.0% | — | 102 | +170,054 | New | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 170,021 | 3,522 | 0.0% | 0.0% | 103 | +13,492 | 8.62% | Q1 2026 | May 06, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 167,919 | 3,479 | 0.01% | 0.01% | 104 | -144,846 | -46.31% | Q1 2026 | May 14, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 164,167 | 3,401 | 0.01% | 0.0% | 105 | +115,348 | 236.28% | Q1 2026 | May 14, 2026 |
| Phocas Financial Corp. | History | Reduced | 163,936 | 3,396 | 0.53% | 0.53% | 106 | -46,214 | -21.99% | Q1 2026 | Apr 30, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 161,902 | 3,336 | 0.0% | 0.01% | 107 | -405,231 | -71.45% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 155,232 | 3,216 | 0.0% | 0.0% | 108 | -212,069 | -57.74% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 151,989 | 3,149 | 0.04% | 0.04% | 109 | -6,054 | -3.83% | Q1 2026 | Apr 23, 2026 |
| FMR LLC | History | Reduced | 149,241 | 3,092 | 0.0% | 0.0% | 110 | -286,265 | -65.73% | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 148,671 | 3,080 | 0.01% | — | 111 | +148,671 | New | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 147,873 | 3,063 | 0.0% | — | 112 | +147,873 | New | Q1 2026 | May 08, 2026 |
| Riverwater Partners LLC | History | Added to | 147,111 | 3,048 | 1.02% | 0.75% | 113 | +47,823 | 48.17% | Q1 2026 | May 07, 2026 |
| Bleakley Financial Group, LLC | History | Added to | 146,419 | 3,033 | 0.05% | 0.04% | 114 | +37,824 | 34.83% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 143,463 | 2,972 | 0.0% | 0.0% | 115 | -15,087 | -9.52% | Q1 2026 | Apr 27, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 142,797 | 2,958 | 0.01% | 0.01% | 116 | +37,334 | 35.4% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 141,515 | 2,932 | 0.03% | 0.02% | 117 | -5,828 | -3.96% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 136,419 | 2,827 | 0.01% | 0.03% | 118 | -661,177 | -82.9% | Q1 2026 | May 01, 2026 |
| Cetera Investment Advisers | History | Added to | 134,877 | 2,794 | 0.0% | 0.0% | 119 | +38,435 | 39.85% | Q1 2026 | May 13, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 141,801 | 2,767 | 0.02% | 0.02% | 120 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 132,788 | 2,751 | 0.02% | 0.01% | 121 | +70,933 | 114.68% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 122,858 | 2,562 | 0.01% | 0.01% | 122 | -1,635 | -1.31% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Reduced | 116,439 | 2,412 | 0.04% | 0.04% | 123 | -18,901 | -13.97% | Q1 2026 | May 08, 2026 |
| Sciencast Management LP | History | New | 112,350 | 2,327 | 0.3% | — | 124 | +112,350 | New | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 111,058 | 2,301 | 0.01% | 0.01% | 125 | +5,433 | 5.14% | Q1 2026 | May 05, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 107,785 | 2,233 | 0.0% | 0.0% | 126 | -2,855 | -2.58% | Q1 2026 | May 12, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 107,264 | 2,222 | 0.02% | 0.02% | 127 | -3,153 | -2.86% | Q1 2026 | Apr 20, 2026 |
| CITIGROUP INC | History | Reduced | 107,119 | 2,219 | 0.0% | 0.0% | 128 | -31,959 | -22.98% | Q1 2026 | May 11, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 107,075 | 2,218 | 0.0% | 0.0% | 129 | +33,250 | 45.04% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 105,911 | 2,194 | 0.02% | 0.04% | 130 | -188,718 | -64.05% | Q1 2026 | Apr 14, 2026 |
| Atom Investors LP | History | Added to | 105,403 | 2,183 | 0.16% | 0.02% | 131 | +92,222 | 699.66% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 102,228 | 2,118 | 0.03% | 0.03% | 132 | -17,029 | -14.28% | Q1 2026 | May 05, 2026 |
| Polymer Capital Management (US) LLC | History | New | 100,000 | 2,072 | 0.21% | — | 133 | +100,000 | New | Q1 2026 | May 13, 2026 |
| WASHINGTON TRUST BANK | History | No change | 99,619 | 2,064 | 0.15% | 0.14% | 134 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | New | 99,393 | 2,059 | 0.01% | — | 135 | +99,393 | New | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 95,823 | 1,985 | 0.0% | 0.01% | 136 | -31,451 | -24.71% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 93,228 | 1,932 | 0.0% | 0.0% | 137 | +12,300 | 15.2% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 90,600 | 1,877 | 0.03% | 0.03% | 138 | -3,000 | -3.21% | Q1 2026 | Apr 20, 2026 |
| Catalyst Capital Advisors LLC | History | No change | 89,410 | 1,852 | 0.03% | 0.04% | 139 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 88,188 | 1,827 | 0.02% | 0.01% | 140 | +1,833 | 2.12% | Q1 2026 | Apr 29, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 87,501 | 1,813 | 0.0% | 0.0% | 141 | -1,245 | -1.4% | Q1 2026 | Apr 30, 2026 |
| Register Financial Advisors LLC | History | Added to | 87,361 | 1,810 | 0.67% | 0.65% | 142 | +1,520 | 1.77% | Q1 2026 | Apr 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 86,808 | 1,799 | 0.01% | 0.01% | 143 | +1,854 | 2.18% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 85,652 | 1,774 | 0.0% | 0.0% | 144 | +3,379 | 4.11% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | New | 84,094 | 1,742 | 0.02% | — | 145 | +84,094 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 80,838 | 1,674 | 0.0% | 0.0% | 146 | +46,421 | 134.88% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 80,309 | 1,664 | 0.0% | — | 147 | +80,309 | New | Q1 2026 | May 08, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 79,429 | 1,646 | 0.0% | 0.0% | 148 | +3,465 | 4.56% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 78,102 | 1,618 | 0.02% | 0.01% | 149 | +34,287 | 78.25% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 77,492 | 1,606 | 0.0% | 0.0% | 150 | -14,522 | -15.78% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 77,537 | 1,606 | 0.01% | 0.01% | 151 | +658 | 0.86% | Q1 2026 | May 05, 2026 |
| HighTower Advisors, LLC | History | Added to | 75,880 | 1,572 | 0.0% | 0.0% | 152 | +5,124 | 7.24% | Q1 2026 | May 05, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Reduced | 75,000 | 1,554 | 0.1% | 0.22% | 153 | -75,000 | -50.0% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 76,918 | 1,501 | 0.0% | 0.0% | 154 | -223,779 | -74.42% | Q1 2026 | May 15, 2026 |
| MACQUARIE GROUP LTD | History | Reduced | 72,439 | 1,500 | 0.01% | 0.01% | 155 | -43,685 | -37.62% | Q1 2026 | May 15, 2026 |
| MILLER HOWARD INVESTMENTS INC /NY | History | Added to | 72,373 | 1,499 | 0.04% | 0.04% | 156 | +5,111 | 7.6% | Q1 2026 | Apr 20, 2026 |
| Private Advisor Group, LLC | History | Added to | 70,442 | 1,459 | 0.01% | 0.01% | 157 | +612 | 0.88% | Q1 2026 | Apr 24, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 68,832 | 1,426 | 0.01% | 0.01% | 158 | +2,491 | 3.75% | Q1 2026 | May 15, 2026 |
| Dakota Wealth Management | History | Reduced | 67,576 | 1,409 | 0.03% | 0.02% | 159 | -759 | -1.11% | Q1 2026 | May 07, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 66,221 | 1,372 | 0.04% | 0.07% | 160 | -54,543 | -45.16% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 64,798 | 1,342 | 0.0% | — | 161 | +64,798 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 64,236 | 1,331 | 0.01% | 0.01% | 162 | +592 | 0.93% | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Reduced | 61,054 | 1,265 | 0.0% | 0.0% | 163 | -101,059 | -62.34% | Q1 2026 | May 15, 2026 |
| Cladis Investment Advisory, LLC | History | Reduced | 60,215 | 1,247 | 0.69% | 0.74% | 164 | -8,709 | -12.64% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 56,615 | 1,173 | 0.01% | 0.01% | 165 | -254 | -0.45% | Q1 2026 | Apr 24, 2026 |
| Moors & Cabot, Inc. | History | Reduced | 55,399 | 1,147 | 0.05% | 0.05% | 166 | -1,467 | -2.58% | Q1 2026 | May 08, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 54,220 | 1,123 | 0.0% | — | 167 | +54,220 | New | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Added to | 54,286 | 1,106 | 0.0% | 0.0% | 168 | +10,653 | 24.42% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 53,332 | 1,105 | 0.01% | 0.01% | 169 | -942 | -1.74% | Q1 2026 | May 01, 2026 |
| Bridgewater Associates, LP | History | New | 52,626 | 1,090 | 0.0% | — | 170 | +52,626 | New | Q1 2026 | May 15, 2026 |
| CLARK FINANCIAL SERVICES GROUP INC /BD | History | No change | 52,269 | 1,083 | 0.59% | 0.55% | 171 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 51,208 | 1,061 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WINTON GROUP Ltd | History | Added to | 50,262 | 1,041 | 0.04% | 0.02% | 173 | +24,341 | 93.9% | Q1 2026 | May 12, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 49,619 | 1,035 | 0.0% | 0.0% | 174 | +120 | 0.24% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Reduced | 48,535 | 1,006 | 0.0% | 0.0% | 175 | -8,507 | -14.91% | Q1 2026 | Apr 16, 2026 |
| Atria Investments, Inc | History | Reduced | 47,244 | 978 | 0.01% | 0.01% | 176 | -19,876 | -29.61% | Q1 2026 | May 05, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 46,685 | 967 | 0.01% | 0.01% | 177 | -100 | -0.21% | Q1 2026 | Apr 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 46,345 | 960 | 0.06% | — | 178 | +46,345 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 45,661 | 946 | 0.0% | 0.0% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 45,180 | 936 | 0.0% | 0.0% | 180 | +6,079 | 15.55% | Q1 2026 | May 15, 2026 |
| MONTGOMERY INVESTMENT MANAGEMENT INC | History | No change | 43,578 | 902 | 0.31% | 0.31% | 181 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 42,438 | 879 | 0.0% | 0.0% | 182 | +2,218 | 5.51% | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 41,415 | 858 | 0.02% | 0.02% | 183 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| &PARTNERS | History | Added to | 40,317 | 835 | 0.0% | 0.0% | 184 | +17,706 | 78.31% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 37,862 | 784 | 0.0% | 0.0% | 185 | +2,517 | 7.12% | Q1 2026 | Apr 22, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Reduced | 36,398 | 754 | 0.0% | 0.0% | 186 | -7,220 | -16.55% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 35,693 | 739 | 0.0% | 0.0% | 187 | +305 | 0.86% | Q1 2026 | May 08, 2026 |
| DRW Securities, LLC | History | New | 35,376 | 732 | 0.01% | — | 188 | +35,376 | New | Q1 2026 | May 13, 2026 |
| WESTPORT ASSET MANAGEMENT INC | History | No change | 35,000 | 725 | 0.32% | 0.26% | 189 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ANGELES WEALTH MANAGEMENT, LLC | History | Added to | 34,549 | 720 | 0.04% | 0.04% | 190 | +268 | 0.78% | Q1 2026 | May 06, 2026 |
| Odyssean, LLC | History | Added to | 34,614 | 717 | 0.26% | 0.15% | 191 | +23,998 | 226.06% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 33,839 | 701 | 0.03% | — | 192 | +33,839 | New | Q1 2026 | May 13, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | No change | 31,600 | 650 | 0.02% | 0.02% | 193 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 30,956 | 641 | 0.01% | — | 194 | +30,956 | New | Q1 2026 | May 15, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Reduced | 30,119 | 624 | 0.01% | 0.01% | 195 | -2,983 | -9.01% | Q1 2026 | May 13, 2026 |
| Regal Investment Advisors LLC | History | Added to | 29,812 | 617 | 0.04% | 0.03% | 196 | +8,020 | 36.8% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,294 | 606 | 0.0% | 0.0% | 197 | +7,297 | 33.17% | Q1 2026 | May 15, 2026 |
| Blue Trust, Inc. | History | Added to | 29,060 | 602 | 0.01% | 0.01% | 198 | +2,942 | 11.26% | Q1 2026 | Apr 20, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 30,600 | 597 | 0.0% | 0.0% | 199 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 28,120 | 582 | 0.01% | 0.0% | 200 | +2,812 | 11.11% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | New | 28,000 | 580 | 0.0% | — | 201 | +28,000 | New | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 27,964 | 579 | 0.0% | 0.0% | 202 | -15,361 | -35.46% | Q1 2026 | May 05, 2026 |
| HANCOCK WHITNEY CORP | History | Reduced | 25,586 | 576 | 0.01% | 0.01% | 203 | -1,659 | -6.09% | Q1 2026 | May 15, 2026 |
| Brady Martz Wealth Solutions, LLC | History | Added to | 27,535 | 570 | 0.1% | 0.09% | 204 | +15 | 0.05% | Q1 2026 | Apr 15, 2026 |
| Clear Creek Financial Management, LLC | History | No change | 27,346 | 566 | 0.04% | 0.04% | 205 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Arkadios Wealth Advisors | History | Added to | 27,316 | 565 | 0.01% | 0.01% | 206 | +449 | 1.67% | Q1 2026 | May 18, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 27,128 | 562 | 0.0% | 0.0% | 207 | +2,945 | 12.18% | Q1 2026 | Apr 30, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 26,874 | 556 | 0.0% | 0.02% | 208 | -284,412 | -91.37% | Q1 2026 | May 15, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 25,992 | 554 | 0.0% | 0.0% | 209 | +94 | 0.36% | Q1 2026 | Apr 08, 2026 |
| Cohen Capital Management, Inc. | History | No change | 26,324 | 545 | 0.08% | 0.08% | 210 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 25,762 | 533 | 0.0% | — | 211 | +25,762 | New | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 25,002 | 518 | 0.0% | 0.0% | 212 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Inspire Investing, LLC | History | Reduced | 24,998 | 517 | 0.04% | 0.06% | 213 | -9,758 | -28.08% | Q1 2026 | Apr 23, 2026 |
| First PREMIER Bank | History | Reduced | 24,535 | 509 | 0.12% | 0.11% | 214 | -560 | -2.23% | Q1 2026 | Apr 20, 2026 |
| Centiva Capital, LP | History | New | 24,201 | 501 | 0.0% | — | 216 | +24,201 | New | Q1 2026 | May 14, 2026 |
| SeaCrest Wealth Management, LLC | History | Added to | 24,217 | 501 | 0.05% | 0.05% | 215 | +900 | 3.86% | Q1 2026 | Apr 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 23,390 | 484 | 0.01% | 0.0% | 217 | +36 | 0.15% | Q1 2026 | May 07, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 22,866 | 473 | 0.0% | 0.0% | 218 | +9,814 | 75.19% | Q1 2026 | May 12, 2026 |
| INGALLS & SNYDER LLC | History | No change | 22,280 | 462 | 0.02% | 0.02% | 219 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Allied Investment Advisors, LLC | History | No change | 22,304 | 462 | 0.07% | 0.07% | 220 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 21,699 | 450 | 0.0% | 0.0% | 221 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 21,576 | 447 | 0.0% | 0.0% | 222 | +8,195 | 61.24% | Q1 2026 | May 13, 2026 |
| Sagewood Asset Management LP | History | Reduced | 21,613 | 447 | 0.14% | 0.16% | 223 | -1,219 | -5.34% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 20,843 | 431 | 0.0% | 0.0% | 224 | +3,016 | 16.92% | Q1 2026 | May 14, 2026 |
| Forza Wealth Management, LLC | History | No change | 20,485 | 424 | 0.15% | 0.14% | 225 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CASCADE INVESTMENT GROUP, INC. | History | No change | 20,000 | 414 | 0.27% | 0.26% | 226 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| CIBC Asset Management Inc | History | Added to | 19,197 | 397 | 0.0% | 0.0% | 227 | +142 | 0.75% | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 18,798 | 389 | 0.0% | — | 228 | +18,798 | New | Q1 2026 | May 15, 2026 |
| Lighthouse Investment Partners, LLC | History | New | 18,537 | 384 | 0.01% | — | 229 | +18,537 | New | Q1 2026 | May 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | No change | 18,225 | 378 | 0.02% | 0.02% | 230 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| OneAscent Financial Services LLC | History | Added to | 18,016 | 373 | 0.02% | 0.03% | 231 | +635 | 3.65% | Q1 2026 | Apr 21, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 18,001 | 372 | 0.01% | 0.0% | 232 | +15,064 | 512.9% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 17,898 | 370 | 0.0% | 0.0% | 233 | +1,321 | 7.97% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Added to | 17,674 | 366 | 0.0% | 0.0% | 235 | +1,428 | 8.79% | Q1 2026 | May 15, 2026 |
| Palisade Asset Management, LLC | History | Added to | 17,704 | 366 | 0.04% | 0.03% | 234 | +204 | 1.17% | Q1 2026 | Apr 14, 2026 |
| NBC SECURITIES, INC. | History | Reduced | 16,768 | 347 | 0.03% | 0.02% | 236 | -44 | -0.26% | Q1 2026 | Apr 14, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 16,512 | 342 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Apollon Wealth Management, LLC | History | Added to | 16,482 | 341 | 0.01% | 0.01% | 238 | +1,263 | 8.3% | Q1 2026 | Apr 22, 2026 |
| Savant Capital, LLC | History | Added to | 16,117 | 333 | 0.0% | 0.0% | 239 | +4,026 | 33.3% | Q1 2026 | May 04, 2026 |
| Beverly Hills Private Wealth, LLC | History | New | 15,748 | 326 | 0.05% | — | 240 | +15,748 | New | Q1 2026 | May 01, 2026 |
| LEUTHOLD GROUP, LLC | History | Reduced | 15,503 | 321 | 0.03% | 0.03% | 241 | -463 | -2.9% | Q1 2026 | May 06, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 15,282 | 316 | 0.01% | 0.01% | 242 | +1,213 | 8.62% | Q1 2026 | May 11, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 15,060 | 312 | 0.0% | 0.0% | 243 | +13 | 0.09% | Q1 2026 | May 08, 2026 |
| DMKC Advisory Services, LLC | History | No change | 15,048 | 311 | 0.13% | 0.13% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CHOREO, LLC | History | Added to | 14,800 | 309 | 0.0% | 0.0% | 245 | +1,561 | 11.79% | Q1 2026 | May 12, 2026 |
| Jump Financial, LLC | History | Reduced | 14,806 | 306 | 0.0% | 0.0% | 246 | -1,452 | -8.93% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 14,636 | 303 | 0.0% | 0.0% | 248 | +4,623 | 46.17% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 14,633 | 303 | 0.0% | 0.0% | 247 | +438 | 3.09% | Q1 2026 | Apr 22, 2026 |
| IFM Investors Pty Ltd | History | No change | 14,600 | 302 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Crestwood Advisors Group, LLC | History | Added to | 14,447 | 299 | 0.01% | 0.0% | 250 | +1,994 | 16.01% | Q1 2026 | May 05, 2026 |
| PRECEDENT WEALTH PARTNERS, LLC | History | No change | 14,175 | 293 | 0.06% | 0.06% | 251 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MOODY ALDRICH PARTNERS LLC | History | Reduced | 14,084 | 291 | 0.05% | 0.05% | 252 | -315 | -2.19% | Q1 2026 | Apr 20, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 14,781 | 288 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ausdal Financial Partners, Inc. | History | New | 13,707 | 284 | 0.01% | — | 254 | +13,707 | New | Q1 2026 | May 12, 2026 |
| Swiss Life Asset Management Ltd | History | New | 12,880 | 267 | 0.0% | — | 256 | +12,880 | New | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 12,931 | 267 | 0.01% | 0.01% | 255 | +80 | 0.62% | Q1 2026 | May 13, 2026 |
| SMITH, MOORE & CO. | History | No change | 12,855 | 266 | 0.02% | 0.02% | 257 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 12,732 | 263 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 12,282 | 254 | 0.0% | 0.0% | 259 | -120 | -0.97% | Q1 2026 | May 11, 2026 |
| Lido Advisors, LLC | History | New | 12,122 | 252 | 0.0% | — | 260 | +12,122 | New | Q1 2026 | May 13, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | New | 12,123 | 251 | 0.01% | — | 261 | +12,123 | New | Q1 2026 | Apr 24, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | No change | 11,845 | 245 | 0.01% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 11,723 | 242 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 11,375 | 235 | 0.0% | 0.0% | 264 | +1,197 | 11.76% | Q1 2026 | Apr 27, 2026 |
| NICOLET BANKSHARES INC | History | New | 11,120 | 233 | 0.01% | — | 265 | +11,120 | New | Q1 2026 | May 14, 2026 |
| Ancora Advisors LLC | History | Reduced | 11,242 | 232 | 0.0% | 0.11% | 266 | -265,067 | -95.93% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 11,161 | 232 | 0.0% | 0.0% | 267 | +62 | 0.56% | Q1 2026 | May 11, 2026 |
| Cascade Investment Advisors, Inc. | History | Reduced | 11,130 | 230 | 0.14% | 1.14% | 268 | -88,470 | -88.83% | Q1 2026 | Apr 13, 2026 |
| Utah Retirement Systems | History | No change | 11,100 | 229 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 10,981 | 227 | 0.0% | — | 271 | +10,981 | New | Q1 2026 | May 14, 2026 |
| Elgethun Capital Management | History | Added to | 10,974 | 227 | 0.04% | 0.04% | 270 | +44 | 0.4% | Q1 2026 | May 14, 2026 |
| DnB Asset Management AS | History | New | 10,671 | 221 | 0.0% | — | 273 | +10,671 | New | Q1 2026 | May 14, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 10,648 | 221 | 0.0% | 0.0% | 272 | +163 | 1.55% | Q1 2026 | Apr 07, 2026 |
| Excelsior Advisor Network LLC | History | New | 10,656 | 220 | 0.08% | — | 274 | +10,656 | New | Q1 2026 | May 15, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 10,219 | 214 | 0.0% | 0.0% | 277 | +873 | 9.34% | Q1 2026 | Apr 07, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 10,272 | 214 | 0.0% | 0.0% | 276 | -325 | -3.07% | Q1 2026 | Apr 30, 2026 |
| Independent Advisor Alliance | History | Added to | 10,362 | 214 | 0.0% | 0.0% | 275 | +93 | 0.91% | Q1 2026 | May 12, 2026 |
| HB Wealth Management, LLC | History | New | 10,317 | 213 | 0.0% | — | 279 | +10,317 | New | Q1 2026 | Apr 27, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 10,318 | 213 | 0.01% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | New | 10,009 | 208 | 0.0% | — | 280 | +10,009 | New | Q1 2026 | May 14, 2026 |
| HORAN Wealth, LLC | History | No change | 10,000 | 207 | 0.02% | 0.03% | 281 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MSH Capital Advisors LLC | History | Reduced | 9,823 | 203 | 0.04% | 0.06% | 282 | -4,941 | -33.47% | Q1 2026 | May 08, 2026 |
| Hilltop National Bank | History | Added to | 9,603 | 198 | 0.05% | 0.04% | 283 | +478 | 5.24% | Q1 2026 | Apr 02, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 9,083 | 188 | 0.01% | 0.01% | 284 | -820 | -8.28% | Q1 2026 | Apr 17, 2026 |
| Bravera Wealth | History | Added to | 8,730 | 180 | 0.08% | 0.08% | 285 | +600 | 7.38% | Q1 2026 | Apr 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 7,172 | 148 | 0.0% | 0.0% | 286 | +2,394 | 50.1% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,803 | 140 | 0.0% | 0.0% | 287 | -5,193 | -43.29% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 6,601 | 137 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| AlphaQuest LLC | History | No change | 6,945 | 135 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| TOMPKINS FINANCIAL CORP | History | No change | 6,457 | 133 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Added to | 5,507 | 124 | 0.0% | 0.0% | 291 | +7 | 0.13% | Q1 2026 | May 06, 2026 |
| BALLAST ADVISORS LLC | History | New | 5,841 | 121 | 0.04% | — | 292 | +5,841 | New | Q1 2026 | May 12, 2026 |
| Anchor Investment Management, LLC | History | No change | 5,600 | 116 | 0.01% | 0.01% | 293 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Hills Bank & Trust Co | History | Reduced | 5,407 | 112 | 0.01% | 0.01% | 294 | -307 | -5.37% | Q1 2026 | May 01, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 4,863 | 100 | 0.01% | 0.01% | 296 | +137 | 2.9% | Q1 2026 | Apr 24, 2026 |
| STRS OHIO | History | Reduced | 4,850 | 100 | 0.0% | 0.0% | 295 | -7 | -0.14% | Q1 2026 | Apr 24, 2026 |
| Sandia Investment Management LP | History | No change | 5,000 | 97 | 0.24% | 0.24% | 297 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,537 | 94 | 0.0% | 0.0% | 298 | +740 | 19.49% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,939 | 81 | 0.0% | 0.0% | 299 | +210 | 5.63% | Q1 2026 | May 07, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,871 | 80 | 0.0% | 0.0% | 300 | +1,585 | 69.34% | Q1 2026 | May 07, 2026 |
| CITY HOLDING CO | History | Reduced | 3,850 | 79 | 0.01% | 0.01% | 301 | -250 | -6.1% | Q1 2026 | Apr 15, 2026 |
| CoreCap Advisors, LLC | History | Added to | 3,754 | 77 | 0.0% | 0.0% | 302 | +195 | 5.48% | Q1 2026 | Apr 07, 2026 |
| HM PAYSON & CO | History | No change | 3,700 | 76 | 0.0% | 0.0% | 303 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MetLife Investment Management, LLC | History | Added to | 3,324 | 68 | 0.0% | 0.0% | 304 | +5 | 0.15% | Q1 2026 | May 14, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 3,268 | 67 | 0.0% | 0.0% | 305 | +159 | 5.11% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,093 | 64 | 0.0% | 0.0% | 306 | +735 | 31.17% | Q1 2026 | Apr 07, 2026 |
| Johnson Financial Group, Inc. | History | No change | 3,037 | 63 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| GAMMA Investing LLC | History | Added to | 3,014 | 62 | 0.0% | 0.0% | 309 | +266 | 9.68% | Q1 2026 | Apr 06, 2026 |
| Colonial Trust Co / SC | History | No change | 3,000 | 62 | 0.01% | 0.01% | 308 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Strategic Wealth Partners, Ltd. | History | Added to | 2,787 | 57 | 0.0% | 0.0% | 310 | +20 | 0.72% | Q1 2026 | May 12, 2026 |
| Global Assets Advisory, LLC | History | New | 2,695 | 55 | 0.02% | — | 311 | +2,695 | New | Q1 2026 | May 01, 2026 |
| Quent Capital, LLC | History | Added to | 2,438 | 50 | 0.0% | 0.0% | 312 | +10 | 0.41% | Q1 2026 | Apr 28, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 2,380 | 49 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,232 | 46 | 0.0% | 0.0% | 315 | +131 | 6.24% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,371 | 46 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,016 | 41 | 0.0% | 0.0% | 317 | +789 | 64.3% | Q1 2026 | May 11, 2026 |
| Bangor Savings Bank | History | Reduced | 2,016 | 41 | 0.0% | 0.0% | 316 | -30 | -1.47% | Q1 2026 | Apr 01, 2026 |
| Bank of New Hampshire | History | No change | 2,020 | 41 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| McMillan Office, Inc. | History | No change | 2,025 | 41 | 0.01% | 0.0% | 319 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| COUNTRY TRUST BANK | History | No change | 1,950 | 40 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Arax Advisory Partners | History | Added to | 1,747 | 36 | 0.0% | 0.0% | 321 | +22 | 1.28% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,860 | 36 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 1,768 | 36 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Allworth Financial LP | History | Added to | 1,734 | 35 | 0.0% | 0.0% | 325 | +664 | 62.06% | Q1 2026 | May 14, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 1,705 | 35 | 0.0% | 0.0% | 324 | -395 | -18.81% | Q1 2026 | May 13, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 1,623 | 34 | 0.0% | 0.0% | 326 | +80 | 5.18% | Q1 2026 | May 11, 2026 |
| HighMark Wealth Management LLC | History | No change | 1,679 | 34 | 0.01% | 0.01% | 327 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Wellington Grp LLC | History | Reduced | 1,538 | 31 | 0.01% | 0.02% | 328 | -1,350 | -46.75% | Q1 2026 | May 22, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 1,349 | 27 | 0.01% | — | 330 | +1,349 | New | Q1 2026 | May 13, 2026 |
| GoalVest Advisory LLC | History | No change | 1,324 | 27 | 0.01% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | Added to | 1,267 | 26 | 0.0% | 0.0% | 331 | +37 | 3.01% | Q1 2026 | May 15, 2026 |
| BAYBAN | History | Added to | 1,162 | 24 | 0.02% | 0.02% | 333 | +50 | 4.5% | Q1 2026 | Apr 24, 2026 |
| ADIRONDACK TRUST CO | History | No change | 1,200 | 24 | 0.01% | 0.01% | 332 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| ALERUS FINANCIAL NA | History | No change | 1,155 | 23 | 0.0% | 0.0% | 334 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| SITTNER & NELSON, LLC | History | No change | 1,141 | 23 | 0.01% | 0.01% | 335 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,078 | 22 | 0.0% | 0.0% | 336 | +196 | 22.22% | Q1 2026 | Apr 06, 2026 |
| MAI Capital Management | History | Added to | 1,015 | 21 | 0.0% | 0.0% | 337 | +207 | 25.62% | Q1 2026 | May 15, 2026 |
| Caldwell Trust Co | History | No change | 1,040 | 21 | 0.0% | 0.0% | 338 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Leo H. Evart, Inc. | History | New | 1,012 | 20 | 0.02% | — | 339 | +1,012 | New | Q1 2026 | May 13, 2026 |
| Costello Asset Management, INC | History | Added to | 923 | 19 | 0.01% | 0.01% | 340 | +3 | 0.33% | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 897 | 18 | 0.0% | 0.0% | 343 | +394 | 78.33% | Q1 2026 | May 06, 2026 |
| UMB Bank, n.a. | History | Added to | 893 | 18 | 0.0% | 0.0% | 341 | +26 | 3.0% | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 900 | 18 | 0.0% | 0.0% | 342 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Geneos Wealth Management Inc. | History | No change | 915 | 18 | 0.0% | 0.0% | 344 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 866 | 17 | 0.0% | 0.0% | 345 | -15 | -1.7% | Q1 2026 | May 13, 2026 |
| City State Bank | History | No change | 850 | 17 | 0.0% | 0.0% | 346 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Crews Bank & Trust | History | Reduced | 777 | 16 | 0.0% | 0.0% | 349 | -995 | -56.15% | Q1 2026 | May 13, 2026 |
| NATIXIS | History | New | 780 | 16 | 0.0% | — | 351 | +780 | New | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | Added to | 783 | 16 | 0.0% | 0.0% | 348 | +174 | 28.57% | Q1 2026 | Apr 24, 2026 |
| Pinnacle Bancorp, Inc. | History | No change | 809 | 16 | 0.0% | 0.0% | 347 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| KERR FINANCIAL PLANNING Corp | History | No change | 768 | 16 | 0.02% | 0.02% | 350 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | No change | 748 | 15 | 0.0% | 0.0% | 352 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | Reduced | 672 | 14 | 0.01% | 0.01% | 353 | -137 | -16.93% | Q1 2026 | May 05, 2026 |
| Global Wealth Strategies & Associates | History | No change | 690 | 14 | 0.0% | 0.0% | 354 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Dakota Community Bank & Trust NA | History | No change | 741 | 14 | 0.05% | 0.05% | 355 | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 599 | 12 | 0.0% | 0.0% | 356 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | No change | 600 | 12 | 0.0% | 0.0% | 357 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Bare Financial Services, Inc | History | Added to | 445 | 9 | 0.0% | 0.0% | 358 | +66 | 17.41% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 400 | 8 | 0.0% | 0.0% | 360 | -6,970 | -94.57% | Q1 2026 | May 14, 2026 |
| Rossby Financial, LCC | History | Added to | 416 | 8 | 0.0% | 0.0% | 363 | +141 | 51.27% | Q1 2026 | May 11, 2026 |
| Sound Income Strategies, LLC | History | Added to | 391 | 8 | 0.0% | 0.0% | 361 | +2 | 0.51% | Q1 2026 | Apr 27, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 400 | 8 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FNY Investment Advisers, LLC | History | No change | 400 | 8 | 0.0% | 0.0% | 362 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 361 | 7 | 0.0% | — | 367 | +361 | New | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 341 | 7 | 0.0% | — | 366 | +341 | New | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 381 | 7 | 0.0% | 0.0% | 365 | -134 | -26.02% | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 339 | 7 | 0.0% | 0.0% | 364 | +108 | 46.75% | Q1 2026 | Apr 15, 2026 |
| CVA Family Office, LLC | History | New | 303 | 6 | 0.0% | — | 374 | +303 | New | Q1 2026 | Apr 29, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 311 | 6 | 0.0% | — | 368 | +300 | 2727.27% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 295 | 6 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Stone House Investment Management, LLC | History | No change | 292 | 6 | 0.0% | 0.0% | 370 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Front Row Advisors LLC | History | No change | 300 | 6 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | May 19, 2026 |
| Corsicana & Co. | History | No change | 361 | 6 | 0.0% | 0.0% | 372 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Harbor Asset Planning, Inc. | History | No change | 296 | 6 | 0.01% | 0.0% | 373 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 275 | 5 | 0.0% | 0.0% | 378 | +132 | 92.31% | Q1 2026 | May 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 241 | 5 | 0.0% | 0.0% | 375 | +15 | 6.64% | Q1 2026 | Apr 20, 2026 |
| Archer Investment Corp | History | No change | 270 | 5 | 0.0% | 0.0% | 376 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Copia Wealth Management | History | No change | 260 | 5 | 0.0% | 0.0% | 377 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 213 | 4 | 0.0% | 0.0% | 381 | +19 | 9.79% | Q1 2026 | Apr 23, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 196 | 4 | 0.0% | 0.0% | 379 | +1 | 0.51% | Q1 2026 | May 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 208 | 4 | 0.0% | 0.0% | 380 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | New | 177 | 3 | 0.0% | — | 385 | +177 | New | Q1 2026 | May 15, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | Added to | 175 | 3 | 0.0% | — | 383 | +138 | 372.97% | Q1 2026 | Apr 14, 2026 |
| Manchester Capital Management LLC | History | Reduced | 164 | 3 | 0.0% | 0.0% | 382 | -8 | -4.65% | Q1 2026 | May 11, 2026 |
| Lummis Asset Management, LP | History | No change | 150 | 3 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Wall Street Financial Group, Inc. | History | New | 136 | 2 | 0.0% | — | 393 | +136 | New | Q1 2026 | May 05, 2026 |
| Western Wealth Management, LLC | History | New | 113 | 2 | 0.0% | — | 392 | +113 | New | Q1 2026 | May 19, 2026 |
| MidFirst Bank | History | New | 100 | 2 | 0.0% | — | 394 | +100 | New | Q1 2026 | May 15, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 99 | 2 | 0.0% | 0.0% | 391 | +22 | 28.57% | Q1 2026 | May 08, 2026 |
| PRIVATE TRUST CO NA | History | No change | 100 | 2 | 0.0% | 0.0% | 386 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| SBI Securities Co., Ltd. | History | No change | 118 | 2 | 0.0% | 0.0% | 387 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Bell Investment Advisors, Inc | History | No change | 100 | 2 | 0.0% | 0.0% | 388 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Park Place Capital Corp | History | No change | 99 | 2 | 0.0% | 0.0% | 389 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Private Wealth Management Group, LLC | History | No change | 119 | 2 | 0.0% | 0.0% | 390 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 79 | 1 | 0.0% | 0.0% | 395 | -113 | -58.85% | Q1 2026 | Apr 13, 2026 |
| MATHER GROUP, LLC. | History | New | 83 | 1 | 0.0% | — | 405 | +83 | New | Q1 2026 | Apr 13, 2026 |
| Synergy Investment Management, LLC | History | New | 63 | 1 | 0.0% | — | 406 | +63 | New | Q1 2026 | May 14, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 67 | 1 | 0.0% | — | 400 | +25 | 59.52% | Q1 2026 | May 13, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 82 | 1 | 0.0% | 0.0% | 397 | +20 | 32.26% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 87 | 1 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| First Command Advisory Services, Inc. | History | No change | 91 | 1 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CX Institutional | History | No change | 67 | 1 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| Bradley & Co. Private Wealth Management, LLC | History | No change | 75 | 1 | 0.0% | 0.0% | 401 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Red Tortoise LLC | History | No change | 62 | 1 | 0.0% | 0.0% | 402 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DecisionPoint Financial, LLC | History | No change | 49 | 1 | 0.0% | — | 403 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | No change | 88 | 1 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.07% | — | -1,177,200 | -100.0% | Q1 2026 | May 15, 2026 |
| Alyeska Investment Group, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -550,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Ghisallo Capital Management LLC | History | Closed out | 0 | 0 | — | 0.39% | — | -451,229 | -100.0% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -164,190 | -100.0% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -148,308 | -100.0% | Q1 2026 | May 15, 2026 |
| CPC Advisors, LLC | History | Closed out | 0 | 0 | — | 0.28% | — | -140,351 | -100.0% | Q1 2026 | Apr 16, 2026 |
| BlueCrest Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.06% | — | -100,000 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -78,144 | -100.0% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -68,315 | -100.0% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.09% | — | -68,304 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortress Investment Group LLC | History | Closed out | 0 | 0 | — | 0.31% | — | -67,304 | -100.0% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.41% | — | -53,391 | -100.0% | Q1 2026 | May 15, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.03% | — | -46,978 | -100.0% | Q1 2026 | May 15, 2026 |
| Maven Securities LTD | History | Closed out | 0 | 0 | — | 0.02% | — | -44,178 | -100.0% | Q1 2026 | May 15, 2026 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -32,682 | -100.0% | Q1 2026 | May 11, 2026 |
| Inspire Advisors, LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -30,798 | -100.0% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.05% | — | -30,411 | -100.0% | Q1 2026 | Apr 28, 2026 |
| HBK INVESTMENTS L P | History | Closed out | 0 | 0 | — | 0.0% | — | -30,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -24,893 | -100.0% | Q1 2026 | May 07, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -23,978 | -100.0% | Q1 2026 | May 12, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -21,020 | -100.0% | Q1 2026 | Apr 24, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -14,535 | -100.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Closed out | 0 | 0 | — | 0.0% | — | -13,665 | -100.0% | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,238 | -100.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,768 | -100.0% | Q1 2026 | May 13, 2026 |
| CALTON & ASSOCIATES, INC. | History | Closed out | 0 | 0 | — | 0.03% | — | -11,259 | -100.0% | Q1 2026 | May 13, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.09% | — | -10,965 | -100.0% | Q1 2026 | May 13, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,633 | -100.0% | Q1 2026 | May 08, 2026 |
| Vident Advisory, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,515 | -100.0% | Q1 2026 | May 14, 2026 |
| FOSTER & MOTLEY INC | History | Closed out | 0 | 0 | — | 0.01% | — | -10,352 | -100.0% | Q1 2026 | Apr 21, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -10,225 | -100.0% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,015 | -100.0% | Q1 2026 | May 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -6,808 | -100.0% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -4,238 | -100.0% | Q1 2026 | Apr 30, 2026 |
| BURRUS FINANCIAL SERVICES, INC. | History | Closed out | 0 | 0 | — | 0.12% | — | -4,207 | -100.0% | Q1 2026 | Apr 22, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.01% | — | -3,389 | -100.0% | Q1 2026 | May 01, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 15 | 0 | — | 0.0% | — | -2,078 | -99.28% | Q1 2026 | Apr 21, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 48 | 0 | — | 0.01% | — | -1,654 | -97.18% | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,407 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -723 | -100.0% | Q1 2026 | May 06, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -576 | -100.0% | Q1 2026 | May 06, 2026 |
| Team Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -55 | -100.0% | Q1 2026 | May 01, 2026 |
| FIRST HORIZON CORP | History | Added to | 44 | 0 | — | — | — | +29 | 193.33% | Q1 2026 | Apr 30, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 41 | 0 | — | — | — | +26 | 173.33% | Q1 2026 | May 07, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 39 | 0 | — | — | — | +21 | 116.67% | Q1 2026 | Apr 14, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | Added to | 12 | 0 | — | — | — | +8 | 200.0% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 23 | 0 | — | — | — | +8 | 53.33% | Q1 2026 | Apr 21, 2026 |
| CURIO WEALTH, LLC | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 11, 2026 |
| Ankerstar Wealth, LLC | History | Reduced | 27 | 0 | — | — | — | -6 | -18.18% | Q1 2026 | May 13, 2026 |
| HIGHLINE WEALTH PARTNERS LLC | History | New | 6 | 0 | — | — | — | +6 | New | Q1 2026 | Apr 06, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 15 | 0 | — | — | — | -3 | -16.67% | Q1 2026 | May 14, 2026 |
| HFM Investment Advisors, LLC | History | Reduced | 14 | 0 | — | — | — | -3 | -17.65% | Q1 2026 | May 01, 2026 |
| SouthState Bank Corp | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | No change | 30 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Asset Dedication, LLC | History | No change | 33 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Jan 26, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 44 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| IFP Advisors, Inc | History | No change | 29 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Cromwell Holdings LLC | History | No change | 35 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Abound Wealth Management | History | No change | 12 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 45 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| WPG Advisers, LLC | History | No change | 32 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |