Morningstar, Inc. - MORN

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q2 2026 · Compare: Q1 2026
13D/13G major owners: Ownership tab.
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.
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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
BAMCO INC /NY/ History Added to 3,499,146 545,936 0.82% 0.39% 1 +2,739,631 360.71% Q2 2026 Aug 14, 2026
BlackRock, Inc. History Reduced 2,081,736 324,792 0.0% 0.01% 2 -256,482 -10.97% Q2 2026 Aug 07, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 1,493,037 232,943 0.04% 0.05% 3 -169,368 -10.19% Q2 2026 Aug 14, 2026
MORGAN STANLEY History Reduced 1,484,135 231,555 0.01% 0.02% 4 -246,414 -14.24% Q2 2026 Aug 13, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 1,304,388 203,510 0.07% 0.05% 5 +680,759 109.16% Q2 2026 Aug 14, 2026
VANGUARD PORTFOLIO MANAGEMENT LLC History Reduced 950,075 148,230 0.01% 0.01% 6 -101,745 -9.67% Q2 2026 Aug 13, 2026
VANGUARD CAPITAL MANAGEMENT LLC History Reduced 894,406 139,545 0.0% 0.0% 7 -95,061 -9.61% Q2 2026 Aug 13, 2026
STATE STREET CORP History Reduced 716,473 111,784 0.0% 0.0% 8 -19,101 -2.6% Q2 2026 Aug 07, 2026
GEODE CAPITAL MANAGEMENT, LLC History Reduced 578,315 90,244 0.0% 0.01% 9 -20,907 -3.49% Q2 2026 Aug 12, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 561,857 87,661 0.02% 0.02% 10 +44,088 8.51% Q2 2026 Aug 11, 2026
LOS ANGELES CAPITAL MANAGEMENT LLC History Reduced 557,955 87,052 0.32% 0.43% 11 -87,429 -13.55% Q2 2026 Aug 13, 2026
TWO SIGMA INVESTMENTS, LP History Reduced 484,249 75,552 0.05% 0.12% 12 -375,210 -43.66% Q2 2026 Aug 14, 2026
JANE STREET GROUP, LLC History Added to 433,301 67,603 0.01% 0.01% 13 +99,440 29.78% Q2 2026 Aug 14, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History Added to 420,742 65,644 0.03% 0.04% 14 +25,811 6.54% Q2 2026 Aug 13, 2026
KENSICO CAPITAL MANAGEMENT CORP History Added to 284,100 44,325 0.76% 0.47% 15 +149,100 110.44% Q2 2026 Aug 14, 2026
Invesco Ltd. History Reduced 259,287 40,453 0.0% 0.01% 16 -25,843 -9.06% Q2 2026 Aug 14, 2026
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ History Reduced 244,324 37,936 0.01% 0.01% 17 -10,415 -4.09% Q2 2026 Aug 03, 2026
RENAISSANCE TECHNOLOGIES LLC History Reduced 238,770 37,252 0.05% 0.12% 18 -210,100 -46.81% Q2 2026 Aug 13, 2026
JPMORGAN CHASE & CO History Reduced 236,316 36,977 0.0% 0.0% 19 -193,740 -45.05% Q2 2026 Aug 12, 2026
Bank of New York Mellon Corp History Added to 232,481 36,271 0.01% 0.01% 20 +57,475 32.84% Q2 2026 Aug 06, 2026
Copeland Capital Management, LLC History Added to 229,546 35,813 0.74% 0.51% 21 +94,331 69.76% Q2 2026 Aug 04, 2026
UBS Group AG History Added to 209,075 32,619 0.0% 0.0% 22 +139,133 198.93% Q2 2026 Aug 13, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Reduced 206,136 32,161 0.0% 0.01% 23 -7,687 -3.6% Q2 2026 Aug 14, 2026
Quantinno Capital Management LP History Added to 203,220 31,706 0.04% 0.05% 24 +16,274 8.71% Q2 2026 Aug 13, 2026
BANK OF AMERICA CORP /DE/ History Added to 192,610 30,051 0.0% 0.0% 25 +9,035 4.92% Q2 2026 Aug 14, 2026
BNP Paribas Asset Management Holding S.A. History Added to 191,181 29,828 0.03% 0.04% 26 +5,133 2.76% Q2 2026 Aug 12, 2026
FMR LLC History Added to 180,968 28,234 0.0% 0.0% 27 +74,263 69.6% Q2 2026 Aug 13, 2026
GOLDMAN SACHS GROUP INC History Reduced 179,184 27,956 0.0% 0.0% 28 -31,218 -14.84% Q2 2026 Aug 14, 2026
NORTHERN TRUST CORP History Reduced 169,919 26,510 0.0% 0.0% 29 -6,023 -3.42% Q2 2026 Aug 13, 2026
CONFLUENCE INVESTMENT MANAGEMENT LLC History Reduced 166,257 25,939 0.41% 0.47% 30 -11,311 -6.37% Q2 2026 Jul 01, 2026
MILLENNIUM MANAGEMENT LLC History Reduced 162,620 25,371 0.01% 0.02% 31 -160,386 -49.65% Q2 2026 Aug 14, 2026
VOLORIDGE INVESTMENT MANAGEMENT, LLC History Reduced 162,073 25,286 0.11% 0.12% 32 -15,799 -8.88% Q2 2026 Aug 14, 2026
BROOKFIELD Corp /ON/ History New 156,792 24,462 0.03% 33 +156,792 New Q2 2026 Aug 14, 2026
NORGES BANK History New 155,686 24,290 0.0% 34 +155,686 New Q2 2026 Aug 12, 2026
NORDEA INVESTMENT MANAGEMENT AB History Added to 147,892 22,921 0.02% 0.01% 35 +74,723 102.12% Q2 2026 Aug 05, 2026
ROYCE & ASSOCIATES LP History Reduced 144,996 22,622 0.18% 0.29% 36 -29,279 -16.8% Q2 2026 Aug 14, 2026
Gotham Asset Management, LLC History Reduced 142,299 22,201 0.05% 0.09% 37 -27,331 -16.11% Q2 2026 Aug 14, 2026
VANGUARD FIDUCIARY TRUST CO History Reduced 136,878 21,355 0.0% 0.01% 38 -5,967 -4.18% Q2 2026 Aug 13, 2026
AMERIPRISE FINANCIAL INC History Reduced 136,872 21,354 0.0% 0.01% 39 -19,839 -12.66% Q2 2026 Aug 14, 2026
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC History Reduced 124,542 19,431 0.06% 0.08% 40 -38,937 -23.82% Q2 2026 Aug 13, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 118,347 18,464 0.0% 0.0% 41 +11,560 10.83% Q2 2026 Aug 03, 2026
AMERICAN CAPITAL MANAGEMENT INC History Added to 114,947 17,934 0.8% 0.98% 42 +6,607 6.1% Q2 2026 Aug 14, 2026
SEI INVESTMENTS CO History Reduced 112,779 17,595 0.02% 0.03% 43 -76,523 -40.42% Q2 2026 Aug 14, 2026
Crawford Fund Management, LLC History Added to 109,500 17,084 2.62% 2.9% 44 +20,300 22.76% Q2 2026 Aug 14, 2026
DF DENT & CO INC History Added to 106,374 16,596 0.31% 0.33% 45 +4,003 3.91% Q2 2026 Aug 14, 2026
JANUS HENDERSON GROUP PLC History No change 89,885 15,198 0.01% 0.01% 46 0 0.0% Q1 2026 May 18, 2026
Jupiter Topco LLC History New 91,390 14,263 0.01% 47 +91,390 New Q2 2026 Aug 14, 2026
PRINCIPAL FINANCIAL GROUP INC History Reduced 76,156 11,881 0.01% 0.01% 48 -917 -1.19% Q2 2026 Aug 04, 2026
TUDOR INVESTMENT CORP ET AL History Added to 76,095 11,872 0.02% 0.01% 49 +36,095 90.24% Q2 2026 Aug 14, 2026
Candriam S.C.A. History New 74,445 11,603 0.05% 50 +74,445 New Q2 2026 Aug 13, 2026
Allianz Asset Management GmbH History Added to 74,023 11,549 0.01% 0.0% 51 +46,919 173.11% Q2 2026 Sep 02, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 69,077 10,777 0.05% 0.05% 52 +1,872 2.79% Q2 2026 Aug 13, 2026
STIFEL FINANCIAL CORP History Added to 67,188 10,482 0.01% 0.01% 53 +4,087 6.48% Q2 2026 Aug 12, 2026
LOOMIS SAYLES & CO L P History Added to 64,876 10,121 0.01% 0.01% 54 +15,895 32.45% Q2 2026 Aug 14, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 64,003 9,985 0.0% 0.0% 55 +6,942 12.17% Q2 2026 Aug 14, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Reduced 61,984 9,670 0.0% 0.0% 56 -7,242 -10.46% Q2 2026 Aug 13, 2026
PRUDENTIAL FINANCIAL INC History Reduced 61,498 9,594 0.01% 0.01% 57 -4,000 -6.11% Q2 2026 Aug 12, 2026
Chicago Capital, LLC History Reduced 60,972 9,512 0.23% 0.34% 58 -13,190 -17.79% Q2 2026 Jul 27, 2026
BARLOW WEALTH PARTNERS, LLC History Reduced 57,602 9,506 1.03% 1.18% 59 -118 -0.2% Q2 2026 Jul 14, 2026
RHUMBLINE ADVISERS History Reduced 55,898 8,721 0.01% 0.01% 60 -6,795 -10.84% Q2 2026 Aug 11, 2026
NOMURA ASSET MANAGEMENT INTERNATIONAL INC. History Reduced 54,859 8,559 0.01% 0.03% 61 -36,431 -39.91% Q2 2026 Aug 14, 2026
IEQ CAPITAL, LLC History Added to 53,907 8,410 0.04% 0.02% 62 +24,772 85.02% Q2 2026 Aug 11, 2026
CITADEL ADVISORS LLC History Added to 51,806 8,082 0.0% 0.0% 63 +15,956 44.51% Q2 2026 Sep 02, 2026
CANADA PENSION PLAN INVESTMENT BOARD History Reduced 50,700 7,910 0.0% 0.01% 64 -1,400 -2.69% Q2 2026 Aug 14, 2026
Nuveen, LLC History Reduced 49,783 7,766 0.0% 0.0% 65 -10,993 -18.09% Q2 2026 Aug 11, 2026
Mariner, LLC History Added to 49,671 7,749 0.01% 0.0% 66 +33,147 200.6% Q2 2026 Aug 13, 2026
SG Americas Securities, LLC History Added to 48,845 7,621 0.0% 0.01% 67 +1,908 4.07% Q2 2026 Aug 07, 2026
Squarepoint Ops LLC History New 47,742 7,448 0.01% 68 +47,742 New Q2 2026 Aug 14, 2026
ALLIANCEBERNSTEIN L.P. History Added to 41,088 6,945 0.0% 0.0% 69 +10,122 32.69% Q2 2026 Aug 14, 2026
FIRST TRUST ADVISORS LP History Added to 44,475 6,939 0.0% 0.0% 70 +18,744 72.85% Q2 2026 Aug 11, 2026
Swiss National Bank History Reduced 40,600 6,334 0.0% 0.0% 71 -8,200 -16.8% Q2 2026 Aug 11, 2026
Engineers Gate Manager LP History Added to 39,989 6,239 0.08% 0.03% 72 +25,817 182.17% Q2 2026 Aug 14, 2026
ALGERT GLOBAL LLC History Reduced 35,197 5,491 0.07% 0.12% 73 -13,760 -28.11% Q2 2026 Aug 13, 2026
Creative Planning History Added to 34,701 5,414 0.0% 0.0% 74 +300 0.87% Q2 2026 Aug 13, 2026
AMERICAN CENTURY COMPANIES INC History Reduced 33,811 5,275 0.0% 0.0% 75 -2,831 -7.73% Q2 2026 Aug 12, 2026
BENJAMIN EDWARDS INC History Reduced 33,499 5,226 0.05% 0.06% 76 -1,207 -3.48% Q2 2026 Jul 24, 2026
Point72 Asset Management, L.P. History Reduced 32,754 5,110 0.01% 0.04% 77 -138,155 -80.84% Q2 2026 Aug 14, 2026
XTX Topco Ltd History Added to 32,638 5,092 0.07% 0.06% 78 +11,286 52.86% Q2 2026 Aug 14, 2026
Quadrature Capital Ltd History Added to 31,566 4,924 0.04% 0.0% 79 +29,642 1540.64% Q2 2026 Aug 06, 2026
CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM History Reduced 31,222 4,871 0.0% 0.0% 80 -2,159 -6.47% Q2 2026 Aug 14, 2026
Legal & General Group Plc History Reduced 27,422 4,278 0.0% 0.0% 81 -5,274 -16.13% Q2 2026 Aug 14, 2026
BARCLAYS PLC History Reduced 26,602 4,150 0.0% 0.0% 82 -1,348 -4.82% Q2 2026 Aug 14, 2026
Y-Intercept (Hong Kong) Ltd History Added to 26,415 4,121 0.08% 0.03% 83 +16,832 175.64% Q2 2026 Jul 13, 2026
NICHOLAS COMPANY, INC. History No change 26,185 4,085 0.07% 0.09% 84 0 0.0% Q2 2026 Aug 05, 2026
CAXTON ASSOCIATES LLP History Reduced 24,236 3,781 0.07% 0.1% 85 -741 -2.97% Q2 2026 Aug 14, 2026
MERCER GLOBAL ADVISORS INC /ADV History Added to 24,099 3,759 0.0% 0.0% 86 +16,653 223.65% Q2 2026 Aug 19, 2026
State of Alaska, Department of Revenue History Added to 23,699 3,697 0.04% 0.03% 87 +6,826 40.46% Q2 2026 Jul 20, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 23,623 3,687 0.0% 0.0% 88 +394 1.7% Q2 2026 Aug 14, 2026
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM History Reduced 22,952 3,580 0.0% 0.01% 89 -6,471 -21.99% Q2 2026 Aug 24, 2026
Vident Advisory, LLC History Added to 22,877 3,569 0.03% 0.03% 90 +1,187 5.47% Q2 2026 Aug 12, 2026
Cerity Partners LLC History Added to 22,838 3,563 0.0% 0.0% 91 +8,150 55.49% Q2 2026 Aug 14, 2026
Retirement Systems of Alabama History Reduced 22,812 3,559 0.01% 0.02% 92 -5,334 -18.95% Q2 2026 Jul 28, 2026
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM History Reduced 22,310 3,480 0.01% 0.01% 93 -370 -1.63% Q2 2026 Aug 10, 2026
MARSHALL WACE, LLP History Added to 21,114 3,294 0.0% 0.0% 94 +10,531 99.51% Q2 2026 Aug 13, 2026
WELLS FARGO & COMPANY/MN History Reduced 19,503 3,042 0.0% 0.0% 95 -888 -4.35% Q2 2026 Aug 14, 2026
MidFirst Bank History Reduced 18,560 2,895 0.21% 0.26% 96 -242 -1.29% Q2 2026 Aug 07, 2026
GHP Investment Advisors, Inc. History Added to 18,361 2,864 0.11% 0.02% 97 +15,875 638.58% Q2 2026 Jul 17, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 18,309 2,856 0.0% 0.0% 98 +3,572 24.24% Q2 2026 Aug 14, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Added to 18,661 2,843 0.0% 0.0% 99 +11,053 145.28% Q2 2026 Jul 15, 2026
Numerai GP LLC History Added to 18,066 2,818 0.23% 0.22% 100 +4,999 38.26% Q2 2026 Aug 14, 2026
CITIGROUP INC History Added to 17,641 2,752 0.0% 0.0% 101 +5,632 46.9% Q2 2026 Aug 03, 2026
ACADIAN ASSET MANAGEMENT LLC History Added to 17,082 2,662 0.0% 0.0% 102 +14,333 521.39% Q2 2026 Aug 13, 2026
CANADA LIFE ASSURANCE Co History Reduced 16,740 2,611 0.0% 0.01% 103 -375 -2.19% Q2 2026 Aug 13, 2026
AXXCESS WEALTH MANAGEMENT, LLC History New 16,454 2,567 0.04% 104 +16,454 New Q2 2026 Jul 28, 2026
VANGUARD ASSET MANAGEMENT, Ltd History Reduced 16,054 2,504 0.0% 0.0% 105 -1,943 -10.8% Q2 2026 Aug 13, 2026
WORLDQUANT MILLENNIUM ADVISORS LLC History Reduced 15,895 2,479 0.01% 0.02% 106 -19,857 -55.54% Q2 2026 Aug 14, 2026
Focus Partners Wealth History Reduced 15,867 2,475 0.0% 0.03% 107 -119,004 -88.24% Q2 2026 Aug 12, 2026
MANUFACTURERS LIFE INSURANCE COMPANY, THE History Reduced 15,846 2,472 0.0% 0.0% 108 -322 -1.99% Q2 2026 Sep 09, 2026
BNP PARIBAS FINANCIAL MARKETS History Reduced 15,258 2,380 0.0% 0.0% 109 -26,921 -63.83% Q2 2026 Aug 13, 2026
Berkeley, Inc History Reduced 15,202 2,371 0.74% 0.88% 110 -364 -2.34% Q2 2026 Jul 24, 2026
THRIVENT FINANCIAL FOR LUTHERANS History Reduced 15,098 2,355 0.0% 0.01% 111 -30,530 -66.91% Q2 2026 Aug 14, 2026
STATE OF WISCONSIN INVESTMENT BOARD History Added to 15,090 2,354 0.0% 0.0% 112 +3,250 27.45% Q2 2026 Aug 14, 2026
Cardinal Capital Management History Added to 15,051 2,348 0.28% 0.3% 113 +1,274 9.25% Q2 2026 Jul 21, 2026
Schonfeld Strategic Advisors LLC History Reduced 14,919 2,327 0.01% 0.03% 114 -6,887 -31.58% Q2 2026 Aug 14, 2026
Fluent Financial, LLC History Added to 14,362 2,240 0.8% 0.37% 115 +8,618 150.03% Q2 2026 Jul 09, 2026
Redwood Investment Management, LLC History New 13,997 2,184 0.22% 116 +13,997 New Q2 2026 Aug 14, 2026
CWM, LLC History No change 12,593 2,128 0.01% 0.01% 117 0 0.0% Q1 2026 May 14, 2026
FRANKLIN RESOURCES INC History New 13,634 2,127 0.0% 118 +13,634 New Q2 2026 Aug 13, 2026
Quantbot Technologies LP History Added to 13,602 2,122 0.08% 0.0% 119 +13,234 3596.2% Q2 2026 Aug 12, 2026
ROYAL BANK OF CANADA History Reduced 13,567 2,117 0.0% 0.0% 120 -8,904 -39.62% Q2 2026 Aug 14, 2026
Advisory Services Network, LLC History Reduced 13,457 2,099 0.02% 0.03% 121 -478 -3.43% Q2 2026 Aug 12, 2026
MML INVESTORS SERVICES, LLC History Added to 12,816 1,999 0.0% 0.0% 122 +3,878 43.39% Q2 2026 Aug 07, 2026
LPL Financial LLC History Reduced 12,407 1,935 0.0% 0.0% 123 -3,240 -20.71% Q2 2026 Aug 07, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Added to 11,955 1,865 0.0% 0.0% 124 +1,600 15.45% Q2 2026 Jul 29, 2026
PEAK6 LLC History New 11,814 1,843 0.0% 125 +11,814 New Q2 2026 Aug 12, 2026
AZZAD ASSET MANAGEMENT INC /ADV History Added to 11,779 1,837 0.16% 0.02% 126 +10,338 717.42% Q2 2026 Jul 29, 2026
Henshaw Capital LLC History Added to 11,672 1,821 0.06% 0.07% 127 +34 0.29% Q2 2026 Aug 12, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 11,372 1,774 0.0% 0.0% 128 +3,204 39.23% Q2 2026 Aug 13, 2026
MEEDER ASSET MANAGEMENT INC History Reduced 11,232 1,752 0.09% 0.54% 129 -44,382 -79.8% Q2 2026 Aug 07, 2026
Universal- Beteiligungs- und Servicegesellschaft mbH History Added to 10,827 1,689 0.0% 0.0% 130 +6,393 144.18% Q2 2026 Aug 06, 2026
Corient Private Wealth LP History Reduced 10,796 1,684 0.0% 0.0% 131 -8,334 -43.57% Q2 2026 Aug 27, 2026
VOYA INVESTMENT MANAGEMENT LLC History Added to 10,735 1,674 0.0% 0.0% 132 +192 1.82% Q2 2026 Aug 12, 2026
MetLife Investment Management, LLC History Reduced 10,625 1,657 0.01% 0.01% 133 -1,297 -10.88% Q2 2026 Aug 13, 2026
RAYMOND JAMES FINANCIAL INC History Reduced 10,301 1,607 0.0% 0.0% 134 -47,062 -82.04% Q2 2026 Aug 14, 2026
Summit Trail Advisors, LLC History Added to 9,943 1,551 0.02% 0.02% 135 +309 3.21% Q2 2026 Aug 11, 2026
AMALGAMATED BANK History Reduced 9,900 1,545 0.01% 0.01% 136 -815 -7.61% Q2 2026 Jul 23, 2026
State of Tennessee, Department of Treasury History Reduced 9,854 1,537 0.0% 0.01% 137 -177 -1.76% Q2 2026 Aug 14, 2026
Brevan Howard Capital Management LP History Added to 9,535 1,487 0.01% 0.01% 138 +5,204 120.16% Q2 2026 Aug 14, 2026
Aurora Investment Counsel History Reduced 9,515 1,484 0.76% 0.89% 139 -10 -0.1% Q2 2026 Aug 10, 2026
JONES FINANCIAL COMPANIES LLLP History Reduced 9,548 1,476 0.0% 0.0% 140 -3,753 -28.22% Q2 2026 Aug 14, 2026
Brooklyn Investment Group History No change 8,732 1,476 0.05% 0.05% 141 0 0.0% Q1 2026 Apr 29, 2026
DEARBORN PARTNERS LLC History No change 8,680 1,467 0.08% 0.08% 142 0 0.0% Q2 2026 Aug 13, 2026
VIRGINIA RETIREMENT SYSTEMS ET Al History Added to 9,400 1,466 0.01% 0.01% 143 +3,000 46.88% Q2 2026 Aug 25, 2026
Motley Fool Asset Management LLC History Reduced 9,373 1,462 0.06% 0.07% 144 -378 -3.88% Q2 2026 Aug 06, 2026
Savant Capital, LLC History New 7,400 1,439 0.0% 145 +7,400 New Q2 2026 Aug 10, 2026
Arax Advisory Partners History Added to 8,810 1,374 0.01% 0.0% 146 +8,346 1798.71% Q2 2026 Aug 10, 2026
OSAIC HOLDINGS, INC. History Reduced 8,718 1,360 0.0% 0.01% 147 -13,895 -61.45% Q2 2026 Aug 14, 2026
Linden Thomas Advisory Services, LLC History Added to 8,686 1,355 0.11% 0.08% 148 +3,593 70.55% Q2 2026 Jul 16, 2026
Police & Firemen's Retirement System of New Jersey History Reduced 8,660 1,351 0.01% 0.01% 149 -242 -2.72% Q2 2026 Jul 23, 2026
CAISSE DE DEPOT ET PLACEMENT DU QUEBEC History Added to 8,600 1,341 0.0% 0.0% 150 +7,000 437.5% Q2 2026 Aug 14, 2026
Treasurer of the State of North Carolina History Reduced 8,294 1,294 0.0% 0.0% 151 -850 -9.3% Q2 2026 Aug 14, 2026
Vanguard Global Advisers, LLC History Reduced 8,245 1,286 0.0% 0.0% 152 -939 -10.22% Q2 2026 Aug 13, 2026
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC History Reduced 8,163 1,273 0.01% 0.02% 153 -636 -7.23% Q2 2026 Aug 11, 2026
HighTower Advisors, LLC History Reduced 7,933 1,237 0.0% 0.0% 154 -1,145 -12.61% Q2 2026 Aug 05, 2026
Russell Investments Group, Ltd. History Reduced 7,900 1,232 0.0% 0.0% 155 -1,908 -19.45% Q2 2026 Aug 06, 2026
LEVEL FOUR ADVISORY SERVICES, LLC History Reduced 7,818 1,219 0.03% 0.04% 156 -257 -3.18% Q2 2026 Aug 10, 2026
Hillsdale Investment Management Inc. History Added to 7,810 1,218 0.03% 0.03% 157 +1,000 14.68% Q2 2026 Aug 12, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History No change 7,770 1,212 0.01% 0.01% 158 0 0.0% Q2 2026 Aug 12, 2026
Redmond Asset Management, LLC History Reduced 7,681 1,198 0.3% 0.36% 159 -24 -0.31% Q2 2026 Aug 14, 2026
Zurich Insurance Group Ltd/FI History New 7,500 1,170 0.01% 161 +7,500 New Q2 2026 Aug 14, 2026
BRIGHT ROCK CAPITAL MANAGEMENT, LLC History No change 7,500 1,170 0.23% 0.25% 160 0 0.0% Q2 2026 Jul 08, 2026
EXENCIAL WEALTH ADVISORS, LLC History No change 6,736 1,138 0.04% 0.04% 162 0 0.0% Q1 2026 Apr 27, 2026
Pathstone Holdings, LLC History Reduced 7,275 1,134 0.0% 0.01% 163 -1,791 -19.76% Q2 2026 Aug 13, 2026
CEERA INVESTMENTS, LLC History Reduced 7,136 1,113 0.47% 0.55% 164 -300 -4.03% Q2 2026 Aug 05, 2026
Empire Life Investments Inc. History Added to 7,122 1,111 0.06% 0.07% 165 +25 0.35% Q2 2026 Jul 24, 2026
Zurcher Kantonalbank (Zurich Cantonalbank) History Reduced 7,031 1,096 0.0% 0.0% 166 -1,910 -21.36% Q2 2026 Aug 11, 2026
NEW YORK STATE TEACHERS RETIREMENT SYSTEM History Added to 6,970 1,087 0.0% 0.0% 167 +2,232 47.11% Q2 2026 Jul 23, 2026
MOSAIC FAMILY WEALTH PARTNERS, LLC History New 6,878 1,073 0.07% 168 +6,878 New Q2 2026 Aug 05, 2026
Hunter Perkins Capital Management, LLC History Added to 6,705 1,046 0.23% 0.24% 169 +608 9.97% Q2 2026 Jul 16, 2026
Allspring Global Investments Holdings, LLC History Reduced 6,393 1,035 0.0% 0.01% 170 -21,035 -76.69% Q2 2026 Aug 13, 2026
State of New Jersey Common Pension Fund D History Reduced 6,624 1,033 0.0% 0.01% 171 -7,271 -52.33% Q2 2026 Aug 04, 2026
denkapparat Operations GmbH History Added to 6,596 1,029 0.34% 0.32% 172 +2,022 44.21% Q2 2026 Aug 06, 2026
Jump Financial, LLC History Reduced 6,520 1,017 0.01% 0.02% 173 -4,387 -40.22% Q2 2026 Aug 13, 2026
Twin Tree Management, LP History New 6,513 1,016 0.02% 174 +6,513 New Q2 2026 Aug 12, 2026
Louisiana State Employees Retirement System History Reduced 6,500 1,014 0.02% 0.02% 175 -200 -2.99% Q2 2026 Jul 21, 2026
TRUIST FINANCIAL CORP History Reduced 6,481 1,011 0.0% 0.0% 176 -653 -9.15% Q2 2026 Jul 28, 2026
US BANCORP \DE\ History Reduced 6,407 999 0.0% 0.0% 177 -278 -4.16% Q2 2026 Aug 12, 2026
Handelsbanken Fonder AB History No change 6,372 994 0.0% 0.0% 178 0 0.0% Q2 2026 Jul 10, 2026
Mitsubishi UFJ Trust & Banking Corp History New 6,085 949 0.0% 180 +6,085 New Q2 2026 Aug 06, 2026
YOUSIF CAPITAL MANAGEMENT, LLC History Reduced 6,087 949 0.01% 0.01% 179 -650 -9.65% Q2 2026 Jul 16, 2026
Cetera Investment Advisers History Added to 6,082 948 0.0% 0.0% 181 +1,037 20.56% Q2 2026 Aug 12, 2026
WEDBUSH SECURITIES INC History Added to 6,031 941 0.02% 0.03% 182 +156 2.66% Q2 2026 Jul 28, 2026
FIFTH THIRD BANCORP History Reduced 5,905 921 0.0% 0.0% 183 -1,028 -14.83% Q2 2026 Aug 05, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History Reduced 5,785 902 0.0% 0.0% 184 -626 -9.76% Q2 2026 Aug 17, 2026
Tidal Investments LLC History Added to 5,653 881 0.0% 0.0% 185 +475 9.17% Q2 2026 Aug 13, 2026
D. E. Shaw & Co., Inc. History Reduced 5,594 872 0.0% 0.0% 186 -30,154 -84.35% Q2 2026 Aug 14, 2026
Arizona State Retirement System History Reduced 5,580 870 0.0% 0.01% 187 -1,199 -17.69% Q2 2026 Aug 07, 2026
Callan Family Office, LLC History Added to 5,421 845 0.02% 0.02% 188 +1,152 26.99% Q2 2026 Aug 11, 2026
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS History Reduced 5,280 823 0.0% 0.0% 189 -472 -8.21% Q2 2026 Jul 17, 2026
BRIGHTON JONES LLC History Added to 5,249 818 0.02% 0.01% 190 +3,456 192.75% Q2 2026 Aug 11, 2026
Sepio Capital, LP History Reduced 5,235 816 0.04% 0.05% 191 -11 -0.21% Q2 2026 Jul 28, 2026
Vanguard Investments Australia, Ltd. History Reduced 5,212 813 0.0% 0.0% 192 -1,176 -18.41% Q2 2026 Aug 13, 2026
STATE OF MICHIGAN RETIREMENT SYSTEM History Reduced 5,200 811 0.0% 0.0% 193 -300 -5.45% Q2 2026 Jul 30, 2026
NEW MEXICO EDUCATIONAL RETIREMENT BOARD History No change 5,200 811 0.02% 0.03% 194 0 0.0% Q2 2026 Jul 29, 2026
Quinn Opportunity Partners LLC History New 5,000 780 0.04% 195 +5,000 New Q2 2026 Aug 14, 2026
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC History Reduced 4,961 774 0.01% 0.01% 196 -182 -3.54% Q2 2026 Aug 12, 2026
Bradyco, Inc. History No change 4,864 758 0.87% 0.64% 197 0 0.0% Q2 2026 Aug 10, 2026
Neuberger Berman Group LLC History Added to 4,803 749 0.0% 0.0% 198 +1,253 35.3% Q2 2026 Aug 13, 2026
ROTHSCHILD INVESTMENT LLC History Added to 4,633 722 0.03% 0.0% 199 +4,356 1572.56% Q2 2026 Aug 06, 2026
KLP KAPITALFORVALTNING AS History Reduced 4,600 717 0.0% 0.0% 200 -1,000 -17.86% Q2 2026 Aug 12, 2026
Merit Financial Group, LLC History Added to 4,590 716 0.0% 0.0% 201 +1,852 67.64% Q2 2026 Jul 20, 2026
OREGON PUBLIC EMPLOYEES RETIREMENT FUND History Reduced 4,586 715 0.01% 0.01% 202 -100 -2.13% Q2 2026 Jul 28, 2026
Advisors Preferred, LLC History New 4,259 706 0.11% 203 +4,259 New Q2 2026 Aug 11, 2026
AlphaGrep UK Ltd History Added to 4,414 688 0.2% 0.12% 204 +1,871 73.57% Q2 2026 Aug 14, 2026
OP Asset Management Ltd History Reduced 4,386 684 0.01% 0.03% 205 -7,761 -63.89% Q2 2026 Jul 28, 2026
HARBOR CAPITAL ADVISORS, INC. History Reduced 4,278 667 0.05% 0.06% 206 -21 -0.49% Q2 2026 Aug 07, 2026
Bridgewater Associates, LP History New 4,249 662 0.0% 207 +4,249 New Q2 2026 Aug 14, 2026
Caprock Group, LLC History New 4,201 655 0.01% 210 +4,201 New Q2 2026 Jul 27, 2026
PARK AVENUE SECURITIES LLC History Added to 4,198 655 0.0% 0.01% 208 +315 8.11% Q2 2026 Jul 20, 2026
Martin Capital Advisors, LLP History No change 4,202 655 0.34% 0.45% 209 0 0.0% Q2 2026 Jul 24, 2026
Integrated Wealth Concepts LLC History Added to 4,076 635 0.0% 0.0% 211 +1,533 60.28% Q2 2026 Sep 08, 2026
Ameritas Investment Partners, Inc. History Reduced 4,059 633 0.02% 0.02% 212 -170 -4.02% Q2 2026 Aug 13, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 3,915 610 0.01% 0.01% 213 -3,110 -44.27% Q2 2026 Aug 11, 2026
&PARTNERS History Added to 3,755 585 0.0% 0.0% 214 +784 26.39% Q2 2026 Aug 14, 2026
RV Capital AG History No change 3,700 577 0.15% 0.17% 215 0 0.0% Q2 2026 Aug 14, 2026
Jefferies Financial Group Inc. History Added to 3,676 573 0.0% 0.0% 216 +520 16.48% Q2 2026 Aug 17, 2026
Vinva Investment Management Ltd History New 2,451 555 0.0% 217 +2,451 New Q2 2026 Aug 14, 2026
Kera Capital Partners, Inc. History Added to 3,551 554 0.05% 0.05% 218 +950 36.52% Q2 2026 Aug 14, 2026
CSS LLC/IL History Reduced 3,520 549 0.02% 0.04% 219 -1,990 -36.12% Q2 2026 Aug 14, 2026
Keeler Thomas Management LLC History Added to 3,348 522 0.19% 0.21% 220 +420 14.34% Q2 2026 Jul 29, 2026
Sivia Capital Partners, LLC History New 3,339 520 0.06% 221 +3,339 New Q2 2026 Jul 23, 2026
Pictet Asset Management Holding SA History Reduced 3,326 518 0.0% 0.0% 222 -793 -19.25% Q2 2026 Jul 30, 2026
BANK OF MONTREAL /CAN/ History Reduced 3,305 515 0.0% 0.0% 224 -1,854 -35.94% Q2 2026 Aug 12, 2026
JOHNSON INVESTMENT COUNSEL INC History Reduced 3,305 515 0.0% 0.0% 223 -140 -4.06% Q2 2026 Jul 23, 2026
Sanctuary Advisors, LLC History Added to 3,295 514 0.0% 0.0% 225 +221 7.19% Q2 2026 Aug 13, 2026
VICTORY CAPITAL MANAGEMENT INC History Reduced 3,285 512 0.0% 0.0% 226 -147 -4.28% Q2 2026 Aug 07, 2026
M&T BANK CORP History Reduced 3,277 511 0.0% 0.0% 227 -340 -9.4% Q2 2026 Aug 04, 2026
Focus Partners Advisor Solutions, LLC History New 3,206 500 0.0% 228 +3,206 New Q2 2026 Aug 06, 2026
BLAIR WILLIAM & CO/IL History Added to 3,162 493 0.0% 0.0% 229 +1,099 53.27% Q2 2026 Aug 11, 2026
FOX RUN MANAGEMENT, L.L.C. History Reduced 3,142 490 0.08% 0.21% 230 -4,136 -56.83% Q2 2026 Aug 04, 2026
Larson Financial Group LLC History Added to 3,050 475 0.01% 0.0% 231 +2,682 728.8% Q2 2026 Aug 14, 2026
New Age Alpha Advisors, LLC History Reduced 3,034 473 0.02% 0.11% 232 -10,530 -77.63% Q2 2026 Aug 13, 2026
BRADLEY FOSTER & SARGENT INC/CT History No change 3,000 468 0.01% 0.01% 233 0 0.0% Q2 2026 Aug 14, 2026
MAI Capital Management History Added to 2,974 464 0.0% 0.0% 234 +2,209 288.76% Q2 2026 Aug 14, 2026
Chicago Partners Investment Group LLC History Added to 2,768 463 0.01% 0.01% 235 +319 13.03% Q2 2026 Jul 29, 2026
NewEdge Advisors, LLC History Added to 2,907 453 0.0% 0.0% 236 +1,416 94.97% Q2 2026 Aug 12, 2026
HRT FINANCIAL LP History Reduced 2,876 448 0.0% 0.02% 237 -40,632 -93.39% Q2 2026 Aug 14, 2026
LSV ASSET MANAGEMENT History No change 2,800 437 0.0% 0.0% 238 0 0.0% Q2 2026 Aug 06, 2026
FEDERATED HERMES, INC. History Added to 2,788 434 0.0% 0.0% 239 +1,348 93.61% Q2 2026 Aug 12, 2026
Apeiron RIA LLC History New 11,767 432 0.11% 240 +11,767 New Q2 2026 Jul 16, 2026
AdvisorShares Investments LLC History No change 2,720 424 0.05% 0.08% 241 0 0.0% Q2 2026 Aug 11, 2026
OCCUDO QUANTITATIVE STRATEGIES LP History Reduced 2,717 423 0.02% 0.03% 242 -834 -23.49% Q2 2026 Aug 13, 2026
Intrua Financial, LLC History New 2,700 421 0.04% 243 +2,700 New Q2 2026 Jul 24, 2026
TEACHER RETIREMENT SYSTEM OF TEXAS History Reduced 2,680 418 0.0% 0.0% 244 -669 -19.98% Q2 2026 Aug 14, 2026
XPONANCE LLC History Reduced 2,653 413 0.0% 0.01% 245 -1,569 -37.16% Q2 2026 Aug 10, 2026
NEW YORK LIFE INVESTMENT MANAGEMENT LLC History Reduced 2,603 406 0.0% 0.0% 247 -199 -7.1% Q2 2026 Aug 10, 2026
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO History No change 2,604 406 0.0% 0.0% 246 0 0.0% Q2 2026 Aug 10, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Added to 2,582 402 0.01% 0.01% 248 +655 33.99% Q2 2026 Jul 23, 2026
Sequoia Financial Advisors, LLC History Added to 2,575 401 0.0% 0.0% 249 +703 37.55% Q2 2026 Jul 17, 2026
Swiss Life Asset Management Ltd History Added to 2,566 400 0.0% 0.0% 250 +47 1.87% Q2 2026 Jul 29, 2026
HB Wealth Management, LLC History Added to 2,562 399 0.0% 0.0% 251 +796 45.07% Q2 2026 Jul 29, 2026
DEUTSCHE BANK AG\ History Added to 2,554 398 0.0% 0.0% 252 +219 9.38% Q2 2026 Aug 07, 2026
Atria Investments, Inc History Added to 2,519 393 0.0% 0.0% 253 +380 17.77% Q2 2026 Jul 28, 2026
Bull Harbor Capital LLC History New 2,506 390 0.08% 254 +2,506 New Q2 2026 Aug 10, 2026
iA Global Asset Management Inc. History New 2,480 387 0.0% 256 +2,480 New Q2 2026 Jul 29, 2026
Pacer Advisors, Inc. History Reduced 2,482 387 0.0% 0.0% 255 -298 -10.72% Q2 2026 Aug 13, 2026
Daiwa Securities Group Inc. History Reduced 2,392 373 0.0% 0.0% 257 -509 -17.55% Q2 2026 Jul 31, 2026
YHB Investment Advisors, Inc. History Reduced 2,370 369 0.02% 0.03% 258 -135 -5.39% Q2 2026 Jul 14, 2026
PERSONAL CFO SOLUTIONS, LLC History Added to 2,345 365 0.05% 0.04% 259 +505 27.45% Q2 2026 Aug 07, 2026
HSBC HOLDINGS PLC History Reduced 2,337 363 0.0% 0.0% 260 -7,812 -76.97% Q2 2026 Aug 14, 2026
Baker Avenue Asset Management, LP History Added to 2,329 363 0.01% 0.01% 261 +877 60.4% Q2 2026 Jul 28, 2026
HANTZ FINANCIAL SERVICES, INC. History Reduced 2,307 360 0.0% 0.01% 262 -1,913 -45.33% Q2 2026 Aug 13, 2026
Tower Research Capital LLC (TRC) History Added to 2,299 358 0.01% 0.0% 263 +1,310 132.46% Q2 2026 Aug 11, 2026
Federation des caisses Desjardins du Quebec History Added to 2,227 347 0.0% 0.0% 264 +285 14.68% Q2 2026 Aug 13, 2026
PLANNING ALTERNATIVES LTD /ADV History Reduced 2,138 333 0.04% 0.05% 265 -59 -2.69% Q2 2026 Aug 12, 2026
Oak Thistle LLC History Reduced 2,099 327 0.03% 0.22% 266 -11,267 -84.3% Q2 2026 Jul 20, 2026
Aaron Wealth Advisors LLC History Reduced 2,102 327 0.02% 0.03% 267 -1,221 -36.74% Q2 2026 Jul 16, 2026
Fieldview Capital Management, LLC History New 2,090 326 0.09% 268 +2,090 New Q2 2026 Aug 14, 2026
Janney Montgomery Scott LLC History Reduced 2,045 319 0.0% 0.0% 269 -191 -8.54% Q2 2026 Aug 05, 2026
Krilogy Financial LLC History New 2,013 314 0.01% 270 +2,013 New Q2 2026 Jul 27, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Reduced 1,989 310 0.0% 0.0% 271 -263 -11.68% Q2 2026 Jul 29, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Reduced 1,966 306 0.0% 0.0% 272 -354 -15.26% Q2 2026 Aug 13, 2026
Gibbs Wealth Management History No change 1,753 296 0.04% 0.04% 273 0 0.0% Q1 2026 May 13, 2026
HUB Investment Partners, LLC History New 1,870 291 0.01% 274 +1,870 New Q2 2026 Jul 31, 2026
Spectrum Asset Management, Inc. (NB/CA) History Added to 1,829 285 0.08% 0.1% 275 +5 0.27% Q2 2026 Jul 31, 2026
SECURIAN ASSET MANAGEMENT, INC History Reduced 1,627 280 0.01% 0.01% 276 -105 -6.06% Q2 2026 Jul 23, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Reduced 1,783 278 0.01% 0.01% 277 -281 -13.61% Q2 2026 Jul 31, 2026
Amundi History Reduced 1,767 275 0.0% 0.0% 278 -8 -0.45% Q2 2026 Aug 11, 2026
Bridgefront Capital, LLC History New 1,700 265 0.07% 279 +1,700 New Q2 2026 Aug 14, 2026
Pallas Capital Advisors LLC History New 1,663 259 0.01% 280 +1,663 New Q2 2026 Aug 07, 2026
Caerus Investment Advisors, LLC History New 1,658 258 0.09% 281 +1,658 New Q2 2026 Aug 14, 2026
Verdence Capital Advisors LLC History Reduced 1,624 253 0.01% 0.02% 282 -59 -3.51% Q2 2026 Jul 29, 2026
Machina Capital S.A.S. History New 1,602 249 0.04% 284 +1,602 New Q2 2026 Aug 10, 2026
HM PAYSON & CO History Added to 1,600 249 0.0% 0.0% 283 +900 128.57% Q2 2026 Jul 17, 2026
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management History Added to 1,586 247 0.0% 0.0% 286 +329 26.17% Q2 2026 Jul 14, 2026
PRINCIPAL SECURITIES, INC. History Added to 1,588 247 0.0% 0.0% 285 +2 0.13% Q2 2026 Aug 04, 2026
Catalyst Funds Management Pty Ltd History New 1,550 241 0.01% 287 +1,550 New Q2 2026 Aug 10, 2026
NorthCrest Asset Manangement, LLC History New 1,441 238 0.01% 288 +1,441 New Q2 2026 Jul 15, 2026
Allworth Financial LP History Added to 1,505 234 0.0% 0.0% 289 +989 191.67% Q2 2026 Aug 11, 2026
VestGen Advisors, LLC History New 1,492 232 0.01% 290 +1,492 New Q2 2026 Aug 11, 2026
Crestwood Advisors Group, LLC History New 1,481 231 0.0% 291 +1,481 New Q2 2026 Aug 03, 2026
WADDELL & ASSOCIATES, LLC History New 1,470 229 0.01% 292 +1,470 New Q2 2026 Jul 15, 2026
J.W. COLE ADVISORS, INC. History New 1,465 228 0.0% 293 +1,465 New Q2 2026 Jul 21, 2026
CITIZENS FINANCIAL GROUP INC/RI History New 1,450 226 0.0% 294 +1,450 New Q2 2026 Aug 07, 2026
Claret Asset Management Corp History New 1,448 226 0.02% 295 +1,448 New Q2 2026 Jul 27, 2026
DIVERSIFY WEALTH MANAGEMENT, LLC History Reduced 1,224 223 0.0% 0.02% 296 -4,727 -79.43% Q2 2026 Jul 29, 2026
Diversify Advisory Services, LLC History New 1,224 223 0.0% 297 +1,224 New Q2 2026 Aug 07, 2026
Essential Partners LLC History Added to 1,331 207 0.1% 0.04% 299 +704 112.28% Q2 2026 Aug 10, 2026
DnB Asset Management AS History No change 1,327 207 0.0% 0.0% 298 0 0.0% Q2 2026 Aug 11, 2026
111 Capital History New 1,295 202 0.03% 300 +1,295 New Q2 2026 Aug 04, 2026