Marcus & Millichap, Inc. - MMI
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 | Added to | 3,929,736 | 104,491 | 0.0% | 0.0% | 1 | +60,499 | 1.56% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 3,816,951 | 104,164 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,568,046 | 68,284 | 0.0% | — | 3 | +2,568,046 | New | Q1 2026 | May 08, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | History | Added to | 2,012,763 | 53,519 | 0.17% | 0.05% | 4 | +1,398,441 | 227.64% | Q1 2026 | Apr 24, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,481,772 | 39,399 | 0.01% | 0.01% | 5 | +43,196 | 3.0% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,059,542 | 28,173 | 0.0% | — | 6 | +1,059,542 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 938,224 | 25,182 | 0.0% | 0.0% | 7 | -12,808 | -1.35% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 930,897 | 24,389 | 0.02% | 0.01% | 8 | +326,317 | 53.97% | Q1 2026 | May 14, 2026 |
| Tributary Capital Management, LLC | History | Added to | 762,466 | 20,273 | 1.97% | 1.65% | 9 | +149,986 | 24.49% | Q1 2026 | May 04, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 645,153 | 17,156 | 0.0% | 0.0% | 10 | +16,870 | 2.69% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 511,690 | 13,605 | 0.13% | 0.19% | 11 | -171,461 | -25.1% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 433,613 | 11,529 | 0.0% | 0.0% | 12 | +48,497 | 12.59% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 424,337 | 11,283 | 0.01% | 0.01% | 13 | +210,780 | 98.7% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 411,847 | 10,951 | 0.16% | 0.07% | 14 | +240,363 | 140.17% | Q1 2026 | May 14, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 306,232 | 8,142 | 0.01% | 0.01% | 15 | -14,279 | -4.46% | Q1 2026 | May 15, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Reduced | 257,172 | 6,838 | 0.13% | 0.14% | 16 | -7,346 | -2.78% | Q1 2026 | Apr 24, 2026 |
| NORTHERN TRUST CORP | History | Added to | 244,273 | 6,495 | 0.0% | 0.0% | 17 | +11,533 | 4.96% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 226,020 | 6,009 | 0.01% | 0.01% | 18 | +24,941 | 12.4% | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 219,700 | 5,841 | 0.01% | 0.01% | 19 | -40,500 | -15.56% | Q1 2026 | May 14, 2026 |
| SPROTT INC. | History | Added to | 210,000 | 5,583 | 0.16% | 0.16% | 20 | +40,000 | 23.53% | Q1 2026 | May 08, 2026 |
| CX Institutional | History | New | 208,291 | 5,538 | 0.17% | — | 21 | +208,291 | New | Q1 2026 | Apr 06, 2026 |
| MORGAN STANLEY | History | Reduced | 184,863 | 4,915 | 0.0% | 0.0% | 22 | -30,858 | -14.3% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 182,083 | 4,841 | 0.0% | 0.0% | 23 | +126,567 | 227.98% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 175,844 | 4,675 | 0.0% | 0.0% | 24 | +85,742 | 95.16% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 169,262 | 4,500 | 0.0% | 0.0% | 25 | +30,552 | 22.03% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 164,385 | 4,370 | 0.0% | 0.0% | 26 | -27,751 | -14.44% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 164,062 | 4,362 | 0.0% | 0.0% | 27 | +5,655 | 3.57% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 163,766 | 4,354 | 0.0% | 0.0% | 28 | +81,743 | 99.66% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 159,619 | 4,244 | 0.02% | 0.01% | 29 | +85,535 | 115.46% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 158,484 | 4,214 | 0.0% | 0.0% | 30 | +10,039 | 6.76% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 151,289 | 4,022 | 0.0% | — | 31 | +151,289 | New | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 115,747 | 3,077 | 0.0% | 0.0% | 32 | +789 | 0.69% | Q1 2026 | May 04, 2026 |
| Mariner, LLC | History | Added to | 102,882 | 2,735 | 0.0% | 0.0% | 33 | +52,959 | 106.08% | Q1 2026 | May 13, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 100,428 | 2,670 | 0.0% | 0.01% | 34 | -128,985 | -56.22% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 99,075 | 2,634 | 0.0% | 0.0% | 35 | +43,706 | 78.94% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 97,004 | 2,579 | 0.0% | 0.0% | 36 | +4,848 | 5.26% | Q1 2026 | May 11, 2026 |
| Trexquant Investment LP | History | Reduced | 92,213 | 2,451 | 0.02% | 0.03% | 37 | -50,848 | -35.54% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 85,172 | 2,264 | 0.01% | 0.01% | 38 | +1,388 | 1.66% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Added to | 82,892 | 2,204 | 0.0% | 0.0% | 39 | +9,438 | 12.85% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 69,500 | 1,896 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 69,998 | 1,861 | 0.0% | 0.0% | 41 | +435 | 0.63% | Q1 2026 | May 12, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 69,229 | 1,840 | 0.0% | 0.0% | 42 | -1,932 | -2.71% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | New | 68,040 | 1,809 | 0.0% | — | 43 | +68,040 | New | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 67,701 | 1,800 | 0.0% | 0.0% | 44 | +76 | 0.11% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 55,098 | 1,465 | 0.0% | 0.0% | 45 | -7,619 | -12.15% | Q1 2026 | May 08, 2026 |
| HRT FINANCIAL LP | History | Added to | 52,111 | 1,385 | 0.0% | 0.0% | 46 | +9,570 | 22.5% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 51,913 | 1,380 | 0.0% | 0.0% | 47 | +40,335 | 348.38% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 50,519 | 1,344 | 0.0% | 0.0% | 48 | -20,278 | -28.64% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 49,300 | 1,310 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 49,171 | 1,307 | 0.0% | 0.0% | 50 | +3,606 | 7.91% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 46,764 | 1,276 | 0.07% | 0.07% | 51 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 45,972 | 1,222 | 0.0% | 0.01% | 52 | -131,213 | -74.05% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 45,767 | 1,216 | 0.04% | 0.04% | 53 | +6,648 | 16.99% | Q1 2026 | May 12, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 43,652 | 1,160 | 0.0% | 0.0% | 54 | +19,663 | 81.97% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 43,209 | 1,148 | 0.0% | 0.0% | 55 | -35,141 | -44.85% | Q1 2026 | May 14, 2026 |
| UBS Group AG | History | Added to | 43,122 | 1,146 | 0.0% | 0.0% | 56 | +2,300 | 5.63% | Q1 2026 | May 05, 2026 |
| XTX Topco Ltd | History | Reduced | 41,815 | 1,111 | 0.02% | 0.04% | 57 | -20,401 | -32.79% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 40,229 | 1,069 | 0.0% | 0.0% | 58 | +24,415 | 154.39% | Q1 2026 | May 12, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 36,281 | 964 | 0.0% | 0.0% | 59 | +6,688 | 22.6% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 35,886 | 954 | 0.0% | 0.0% | 60 | +13,314 | 58.98% | Q1 2026 | May 13, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 34,599 | 919 | 0.0% | 0.0% | 61 | +4,745 | 15.89% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 34,078 | 876 | 0.0% | — | 62 | +34,065 | 262038.46% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 32,072 | 852 | 0.0% | 0.0% | 63 | -329,614 | -91.13% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 30,893 | 843 | 0.0% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 30,283 | 805 | 0.0% | 0.0% | 65 | +4,198 | 16.09% | Q1 2026 | May 06, 2026 |
| IEQ CAPITAL, LLC | History | New | 26,004 | 691 | 0.0% | — | 66 | +26,004 | New | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 25,750 | 684 | 0.0% | 0.0% | 67 | -990 | -3.7% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 25,529 | 679 | 0.0% | 0.0% | 68 | -13,635 | -34.82% | Q1 2026 | Apr 30, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 24,916 | 662 | 0.0% | 0.0% | 69 | -177 | -0.71% | Q1 2026 | May 15, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 24,651 | 655 | 0.02% | 0.02% | 70 | +4,169 | 20.35% | Q1 2026 | May 11, 2026 |
| Hunter Perkins Capital Management, LLC | History | Reduced | 23,670 | 635 | 0.15% | 0.2% | 71 | -7,460 | -23.96% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 22,935 | 610 | 0.0% | 0.0% | 72 | -793 | -3.34% | Q1 2026 | Apr 27, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 22,371 | 594 | 0.05% | 0.05% | 73 | -15,702 | -41.24% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 21,543 | 564 | 0.0% | 0.0% | 74 | -55,561 | -72.06% | Q1 2026 | May 13, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 20,737 | 552 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 20,453 | 543 | 0.0% | 0.0% | 76 | +11,103 | 118.75% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Added to | 19,322 | 513 | 0.15% | 0.2% | 77 | +151 | 0.79% | Q1 2026 | May 14, 2026 |
| Inspire Investing, LLC | History | Added to | 19,244 | 511 | 0.04% | 0.04% | 78 | +2,092 | 12.2% | Q1 2026 | Apr 23, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 18,416 | 490 | 0.0% | 0.0% | 79 | +4,747 | 34.73% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 17,048 | 453 | 0.01% | 0.01% | 80 | -8,797 | -34.04% | Q1 2026 | May 15, 2026 |
| Diametric Capital, LP | History | Reduced | 16,936 | 450 | 0.12% | 0.16% | 81 | -5,458 | -24.37% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 16,851 | 448 | 0.0% | — | 82 | +16,851 | New | Q1 2026 | May 08, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 16,111 | 428 | 0.0% | 0.0% | 83 | +15,985 | 12686.51% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 15,895 | 423 | 0.0% | 0.0% | 84 | -682 | -4.11% | Q1 2026 | May 01, 2026 |
| Verdad Advisers, LP | History | New | 15,539 | 413 | 0.46% | — | 85 | +15,539 | New | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 15,191 | 403 | 0.0% | — | 86 | +15,191 | New | Q1 2026 | Apr 30, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 14,061 | 373 | 0.0% | 0.0% | 87 | -217 | -1.52% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 12,727 | 338 | 0.0% | 0.0% | 88 | +2,964 | 30.36% | Q1 2026 | Apr 22, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 12,702 | 337 | 0.0% | 0.0% | 89 | -1,122 | -8.12% | Q1 2026 | May 05, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 11,756 | 312 | 0.0% | 0.0% | 90 | -353 | -2.92% | Q1 2026 | Apr 20, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 11,507 | 305 | 0.08% | 0.18% | 92 | -16,510 | -58.93% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,495 | 305 | 0.0% | — | 91 | +11,489 | 191483.33% | Q1 2026 | May 01, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 11,252 | 299 | 0.0% | 0.0% | 93 | +114 | 1.02% | Q1 2026 | May 15, 2026 |
| RBF Capital, LLC | History | No change | 11,000 | 292 | 0.01% | 0.01% | 94 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 10,880 | 289 | 0.0% | 0.0% | 95 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 10,600 | 281 | 0.0% | 0.01% | 97 | -500 | -4.5% | Q1 2026 | Apr 20, 2026 |
| COMERICA BANK | History | No change | 10,305 | 281 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 10,321 | 274 | 0.02% | 0.01% | 98 | +2,975 | 40.5% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 9,807 | 260 | 0.0% | — | 99 | +9,807 | New | Q1 2026 | May 08, 2026 |
| Cerity Partners LLC | History | Added to | 9,463 | 251 | 0.0% | 0.0% | 100 | +343 | 3.76% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 9,150 | 243 | 0.0% | 0.0% | 102 | -58,238 | -86.42% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 9,140 | 243 | 0.0% | 0.0% | 101 | +871 | 10.53% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 9,116 | 242 | 0.0% | 0.0% | 103 | +6,859 | 303.9% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 8,708 | 231 | 0.0% | — | 104 | +8,708 | New | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 8,368 | 222 | 0.0% | — | 105 | +8,368 | New | Q1 2026 | May 15, 2026 |
| Hofer & Associates. Inc | History | No change | 8,344 | 221 | 0.12% | 0.12% | 106 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FMR LLC | History | Added to | 8,170 | 217 | 0.0% | 0.0% | 107 | +5,985 | 273.91% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 8,113 | 215 | 0.0% | 0.0% | 108 | -58,612 | -87.84% | Q1 2026 | May 12, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 8,058 | 214 | 0.02% | 0.02% | 109 | +113 | 1.42% | Q1 2026 | Apr 10, 2026 |
| Gotham Asset Management, LLC | History | New | 7,885 | 209 | 0.0% | — | 110 | +7,885 | New | Q1 2026 | May 15, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 7,668 | 203 | 0.01% | — | 111 | +7,668 | New | Q1 2026 | May 08, 2026 |
| Investors Research Corp | History | No change | 7,275 | 193 | 0.04% | 0.04% | 112 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 6,800 | 180 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,692 | 177 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,127 | 163 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 5,807 | 154 | 0.0% | — | 116 | +5,807 | New | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 5,670 | 150 | 0.0% | 0.0% | 117 | -7,400 | -56.62% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 5,602 | 148 | 0.0% | 0.0% | 118 | +1,214 | 27.67% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 5,432 | 144 | 0.0% | 0.0% | 119 | -100 | -1.81% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 5,400 | 144 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| STRS OHIO | History | No change | 4,200 | 111 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| CITIGROUP INC | History | Reduced | 3,738 | 99 | 0.0% | 0.0% | 122 | -2,597 | -40.99% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 3,650 | 97 | 0.0% | 0.0% | 123 | +3,488 | 2153.09% | Q1 2026 | Apr 06, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 3,358 | 89 | 0.0% | 0.0% | 124 | +3,258 | 3258.0% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | New | 2,412 | 64 | 0.01% | — | 126 | +2,412 | New | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 2,438 | 64 | 0.0% | 0.0% | 125 | -1,162 | -32.28% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,004 | 53 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,742 | 46 | 0.0% | 0.0% | 128 | +1,623 | 1363.87% | Q1 2026 | Apr 06, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 1,493 | 39 | 0.01% | 0.02% | 129 | -1,703 | -53.29% | Q1 2026 | May 11, 2026 |
| UMB Bank, n.a. | History | Added to | 940 | 24 | 0.0% | 0.0% | 130 | +297 | 46.19% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 881 | 23 | 0.0% | 0.0% | 131 | +239 | 37.23% | Q1 2026 | May 01, 2026 |
| PRIVATE TRUST CO NA | History | Added to | 883 | 23 | 0.0% | 0.0% | 132 | +175 | 24.72% | Q1 2026 | Apr 30, 2026 |
| Sterling Capital Management LLC | History | Reduced | 799 | 21 | 0.0% | 0.0% | 133 | -583 | -42.19% | Q1 2026 | Apr 22, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 777 | 20 | 0.0% | 0.0% | 134 | +113 | 17.02% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 733 | 19 | 0.0% | 0.0% | 135 | +80 | 12.25% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 702 | 18 | 0.0% | 0.0% | 136 | -791 | -52.98% | Q1 2026 | Apr 30, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 712 | 18 | 0.0% | 0.0% | 137 | +305 | 74.94% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 528 | 14 | 0.0% | 0.0% | 138 | +399 | 309.3% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | New | 479 | 13 | 0.0% | — | 139 | +479 | New | Q1 2026 | May 06, 2026 |
| Covestor Ltd | History | Added to | 321 | 8 | 0.01% | — | 141 | +318 | 10600.0% | Q1 2026 | May 05, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 311 | 8 | 0.0% | — | 140 | +288 | 1252.17% | Q1 2026 | May 07, 2026 |
| Salomon & Ludwin, LLC | History | New | 268 | 7 | 0.0% | — | 143 | +268 | New | Q1 2026 | May 11, 2026 |
| Essential Partners LLC | History | Added to | 298 | 7 | 0.0% | 0.0% | 142 | +229 | 331.88% | Q1 2026 | May 21, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 252 | 6 | 0.0% | 0.0% | 145 | -462 | -64.71% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 238 | 6 | 0.0% | 0.0% | 144 | +121 | 103.42% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 180 | 4 | 0.0% | — | 147 | +164 | 1025.0% | Q1 2026 | May 15, 2026 |
| SouthState Bank Corp | History | No change | 183 | 4 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Global Retirement Partners, LLC | History | No change | 164 | 4 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 136 | 3 | 0.0% | 0.0% | 149 | -169 | -55.41% | Q1 2026 | Apr 07, 2026 |
| Larson Financial Group LLC | History | Added to | 150 | 3 | 0.0% | — | 151 | +135 | 900.0% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Added to | 129 | 3 | 0.0% | 0.0% | 150 | +87 | 207.14% | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | Added to | 119 | 3 | 0.0% | — | 152 | +83 | 230.56% | Q1 2026 | May 14, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 83 | 2 | 0.0% | 0.0% | 153 | -441 | -84.16% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 67 | 1 | 0.0% | — | 161 | +67 | New | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 66 | 1 | 0.0% | — | 159 | +65 | 6500.0% | Q1 2026 | Apr 24, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 70 | 1 | 0.0% | — | 160 | +48 | 218.18% | Q1 2026 | Apr 07, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 50 | 1 | 0.0% | — | 154 | +45 | 900.0% | Q1 2026 | May 13, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 40 | 1 | 0.0% | — | 162 | +40 | New | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 41 | 1 | 0.0% | — | 155 | +30 | 272.73% | Q1 2026 | Jun 02, 2026 |
| Optiver Holding B.V. | History | Reduced | 64 | 1 | 0.0% | 0.0% | 157 | -8 | -11.11% | Q1 2026 | Jun 02, 2026 |
| DV EQUITIES, LLC | History | No change | 54 | 1 | 0.0% | 0.0% | 156 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| SageView Advisory Group, LLC | History | No change | 70 | 1 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| LORD, ABBETT & CO. LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -383,133 | -100.0% | Q1 2026 | May 14, 2026 |
| JENNISON ASSOCIATES LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -280,730 | -100.0% | Q1 2026 | May 06, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -269,722 | -100.0% | Q1 2026 | May 12, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -213,376 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -195,482 | -100.0% | Q1 2026 | May 14, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Closed out | 0 | 0 | — | 0.0% | — | -134,672 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -49,571 | -100.0% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -42,752 | -100.0% | Q1 2026 | May 15, 2026 |
| CAMBIAR INVESTORS LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -41,458 | -100.0% | Q1 2026 | May 12, 2026 |
| Lighthouse Investment Partners, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -34,445 | -100.0% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | Closed out | 0 | 0 | — | 0.01% | — | -31,214 | -100.0% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -27,574 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -27,166 | -100.0% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -25,687 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -23,086 | -100.0% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -19,082 | -100.0% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.03% | — | -18,473 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -17,321 | -100.0% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -17,141 | -100.0% | Q1 2026 | May 14, 2026 |
| Legato Capital Management LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -16,085 | -100.0% | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.09% | — | -16,085 | -100.0% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -15,098 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Polymer Capital Management (US) LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -14,213 | -100.0% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Closed out | 0 | 0 | — | 0.0% | — | -13,741 | -100.0% | Q1 2026 | May 15, 2026 |
| Clarkston Capital Partners, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,530 | -100.0% | Q1 2026 | May 14, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.03% | — | -12,687 | -100.0% | Q1 2026 | May 12, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,924 | -100.0% | Q1 2026 | May 15, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -10,744 | -100.0% | Q1 2026 | May 14, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,284 | -100.0% | Q1 2026 | May 08, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Closed out | 0 | 0 | — | 0.0% | — | -9,715 | -100.0% | Q1 2026 | May 11, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -8,374 | -100.0% | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -8,088 | -100.0% | Q1 2026 | May 15, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.1% | — | -7,930 | -100.0% | Q1 2026 | Apr 08, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -7,016 | -100.0% | Q1 2026 | May 08, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -6,508 | -100.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -4,800 | -100.0% | Q1 2026 | May 15, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,098 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -421 | -100.0% | Q1 2026 | May 15, 2026 |
| Smartleaf Asset Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -119 | -100.0% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 12, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -100 | -100.0% | Q1 2026 | May 13, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | Apr 24, 2026 |
| SJS Investment Consulting Inc. | History | New | 36 | 0 | — | — | — | +36 | New | Q1 2026 | Apr 23, 2026 |
| True Wealth Design, LLC | History | Added to | 36 | 0 | — | — | — | +32 | 800.0% | Q1 2026 | Apr 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 28 | 0 | — | — | — | +27 | 2700.0% | Q1 2026 | Apr 30, 2026 |
| Bell Investment Advisors, Inc | History | New | 20 | 0 | — | — | — | +20 | New | Q1 2026 | Apr 17, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -18 | -100.0% | Q1 2026 | May 11, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | May 08, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | New | 15 | 0 | — | — | — | +15 | New | Q1 2026 | Apr 13, 2026 |
| Ankerstar Wealth, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 13 | 0 | — | — | — | +13 | New | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -9 | -100.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 7 | 0 | — | — | — | +7 | New | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 15 | 0 | — | — | — | -4 | -21.05% | Q1 2026 | Apr 23, 2026 |
| Abound Wealth Management | History | Closed out | 0 | 0 | — | — | — | -4 | -100.0% | Q1 2026 | Apr 10, 2026 |
| Arax Advisory Partners | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 08, 2026 |
| Freestone Grove Partners LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Dunhill Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |