Morningstar, Inc. - MORN
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.
Showing first 300 of
541 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 2,374,364 | 515,973 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Reduced | 2,338,218 | 395,275 | 0.01% | 0.01% | 2 | -24,983 | -1.06% | Q1 2026 | May 13, 2026 |
| MORGAN STANLEY | History | Reduced | 1,730,549 | 292,549 | 0.02% | 0.03% | 3 | -275,776 | -13.75% | Q1 2026 | May 15, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Added to | 1,662,405 | 281,029 | 0.05% | 0.04% | 4 | +526,192 | 46.31% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,051,820 | 177,810 | 0.01% | — | 5 | +1,051,820 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 989,467 | 167,269 | 0.0% | — | 6 | +989,467 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 859,459 | 145,291 | 0.12% | 0.12% | 7 | +477,005 | 124.72% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Reduced | 759,515 | 128,396 | 0.39% | 0.73% | 8 | -482,279 | -38.84% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 735,574 | 124,348 | 0.0% | 0.01% | 9 | -11,333 | -1.52% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 645,384 | 109,102 | 0.43% | 0.0% | 10 | +645,273 | 581327.03% | Q1 2026 | May 08, 2026 |
| Select Equity Group, L.P. | History | Reduced | 637,723 | 107,807 | 0.55% | 1.43% | 11 | -884,769 | -58.11% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 623,629 | 105,206 | 0.05% | 0.1% | 12 | -276,668 | -30.73% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 599,222 | 101,316 | 0.01% | 0.01% | 13 | +2,240 | 0.38% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 517,769 | 87,513 | 0.02% | 0.02% | 14 | +45,798 | 9.7% | Q1 2026 | May 07, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 354,200 | 76,971 | 0.15% | 0.15% | 15 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 448,870 | 75,881 | 0.12% | 0.11% | 16 | +125,100 | 38.64% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 430,056 | 70,817 | 0.0% | 0.0% | 17 | +64,496 | 17.64% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 394,931 | 66,763 | 0.04% | 0.04% | 18 | +109,833 | 38.52% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 286,994 | 62,366 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 333,861 | 56,439 | 0.01% | 0.01% | 20 | -98,710 | -22.82% | Q1 2026 | May 12, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 323,006 | 54,604 | 0.02% | 0.03% | 21 | -20,827 | -6.06% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 285,130 | 48,201 | 0.01% | 0.01% | 22 | +13,131 | 4.83% | Q1 2026 | May 12, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 254,739 | 42,854 | 0.01% | 0.03% | 23 | -106,948 | -29.57% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 213,823 | 36,146 | 0.01% | 0.01% | 24 | +23,898 | 12.58% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 210,402 | 35,568 | 0.0% | 0.0% | 25 | +96,580 | 84.85% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 189,302 | 32,002 | 0.03% | 0.01% | 26 | +130,035 | 219.41% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Reduced | 186,946 | 31,603 | 0.05% | 0.08% | 27 | -1,818 | -0.96% | Q1 2026 | May 15, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 186,048 | 31,451 | 0.04% | 0.01% | 28 | +159,204 | 593.07% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 183,575 | 31,033 | 0.0% | 0.0% | 29 | +19,264 | 11.72% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 177,872 | 30,069 | 0.12% | 0.17% | 30 | -48,733 | -21.51% | Q1 2026 | May 15, 2026 |
| CONFLUENCE INVESTMENT MANAGEMENT LLC | History | Added to | 177,568 | 30,017 | 0.47% | 0.23% | 31 | +106,535 | 149.98% | Q1 2026 | Apr 01, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 175,942 | 29,742 | 0.0% | 0.0% | 32 | -668 | -0.38% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 175,006 | 29,584 | 0.01% | 0.01% | 33 | +5,049 | 2.97% | Q1 2026 | May 05, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 174,275 | 29,461 | 0.29% | 0.32% | 34 | +31,264 | 21.86% | Q1 2026 | May 12, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 170,909 | 28,892 | 0.04% | 0.04% | 35 | +24,992 | 17.13% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 169,630 | 28,675 | 0.09% | 0.08% | 36 | +69,347 | 69.15% | Q1 2026 | May 15, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 163,479 | 27,636 | 0.08% | 0.11% | 37 | -24,452 | -13.01% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 156,711 | 26,491 | 0.01% | 0.0% | 38 | +136,930 | 692.23% | Q1 2026 | May 15, 2026 |
| M&G Plc | History | Reduced | 149,783 | 25,313 | 0.13% | 0.17% | 39 | -6,464 | -4.14% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 142,845 | 24,147 | 0.01% | — | 40 | +142,845 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 139,894 | 23,649 | 0.03% | 0.05% | 41 | -102,394 | -42.26% | Q1 2026 | May 15, 2026 |
| Copeland Capital Management, LLC | History | Added to | 135,215 | 22,858 | 0.51% | 0.51% | 42 | +29,933 | 28.43% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 134,871 | 22,822 | 0.03% | 0.03% | 43 | -2,033 | -1.48% | Q1 2026 | May 14, 2026 |
| KENSICO CAPITAL MANAGEMENT CORP | History | New | 135,000 | 22,821 | 0.47% | — | 44 | +135,000 | New | Q1 2026 | May 15, 2026 |
| AMERICAN CAPITAL MANAGEMENT INC | History | Reduced | 108,340 | 18,314 | 0.98% | 1.08% | 45 | -4,724 | -4.18% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 106,787 | 18,052 | 0.0% | 0.01% | 46 | +20,814 | 24.21% | Q1 2026 | May 04, 2026 |
| FMR LLC | History | Reduced | 106,705 | 18,038 | 0.0% | 0.0% | 47 | -42,314 | -28.4% | Q1 2026 | May 15, 2026 |
| DF DENT & CO INC | History | Reduced | 102,371 | 17,305 | 0.33% | 0.46% | 48 | -43,220 | -29.69% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | New | 91,290 | 15,433 | 0.03% | — | 49 | +91,290 | New | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 89,885 | 15,198 | 0.01% | 0.01% | 50 | +32,296 | 56.08% | Q1 2026 | May 18, 2026 |
| Crawford Fund Management, LLC | History | Added to | 89,200 | 15,079 | 2.9% | 0.58% | 51 | +68,900 | 339.41% | Q1 2026 | May 15, 2026 |
| Incline Global Management LLC | History | Added to | 88,354 | 14,936 | 5.87% | 0.47% | 52 | +82,076 | 1307.36% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 84,286 | 13,879 | 0.01% | 0.02% | 53 | -66,586 | -44.13% | Q1 2026 | May 14, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Added to | 77,405 | 13,085 | 0.09% | 0.11% | 54 | +2,864 | 3.84% | Q1 2026 | Apr 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 77,073 | 13,029 | 0.01% | 0.01% | 55 | -10,998 | -12.49% | Q1 2026 | May 04, 2026 |
| Chicago Capital, LLC | History | Added to | 74,162 | 12,537 | 0.34% | 0.37% | 56 | +5,121 | 7.42% | Q1 2026 | Apr 23, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Reduced | 73,169 | 12,271 | 0.01% | 0.01% | 57 | -3,355 | -4.38% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 65,498 | 11,995 | 0.01% | 0.01% | 58 | +23,334 | 55.34% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 69,942 | 11,823 | 0.0% | 0.01% | 59 | -225,405 | -76.32% | Q1 2026 | May 05, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 69,226 | 11,702 | 0.0% | 0.0% | 60 | +194 | 0.28% | Q1 2026 | May 13, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 67,205 | 11,361 | 0.05% | 0.04% | 61 | +5,996 | 9.8% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 63,101 | 10,667 | 0.01% | 0.0% | 62 | +49,618 | 368.0% | Q1 2026 | May 12, 2026 |
| BARLOW WEALTH PARTNERS, LLC | History | Added to | 57,720 | 10,636 | 1.18% | 1.3% | 63 | +2,187 | 3.94% | Q1 2026 | Apr 21, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 62,693 | 10,598 | 0.01% | 0.01% | 64 | -536 | -0.85% | Q1 2026 | May 12, 2026 |
| Nuveen, LLC | History | Reduced | 60,776 | 10,274 | 0.0% | 0.0% | 65 | -10,311 | -14.5% | Q1 2026 | Apr 30, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 57,363 | 9,697 | 0.0% | 0.0% | 66 | +26,585 | 86.38% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 57,061 | 9,646 | 0.0% | 0.0% | 67 | -11,205 | -16.41% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 55,614 | 9,401 | 0.54% | 0.68% | 68 | -2,083 | -3.61% | Q1 2026 | May 07, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 52,100 | 8,807 | 0.01% | 0.0% | 69 | +33,200 | 175.66% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Added to | 48,981 | 8,280 | 0.01% | 0.0% | 70 | +41,350 | 541.87% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 48,957 | 8,276 | 0.12% | 0.17% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Reduced | 48,800 | 8,249 | 0.0% | 0.01% | 72 | -1,200 | -2.4% | Q1 2026 | May 07, 2026 |
| SG Americas Securities, LLC | History | Added to | 46,937 | 7,935 | 0.01% | 0.0% | 73 | +31,847 | 211.05% | Q1 2026 | Apr 16, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 45,628 | 7,713 | 0.01% | 0.01% | 74 | +10,443 | 29.68% | Q1 2026 | May 01, 2026 |
| HRT FINANCIAL LP | History | Reduced | 43,508 | 7,355 | 0.02% | 0.09% | 75 | -85,448 | -66.26% | Q1 2026 | May 14, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 42,179 | 7,130 | 0.0% | 0.0% | 76 | +22,418 | 113.45% | Q1 2026 | May 12, 2026 |
| River Road Asset Management, LLC | History | New | 42,084 | 7,114 | 0.08% | — | 77 | +42,084 | New | Q1 2026 | Apr 30, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 40,000 | 6,762 | 0.01% | 0.0% | 78 | +35,290 | 749.26% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 30,966 | 6,729 | 0.0% | 0.0% | 79 | +4,750 | 18.12% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 36,642 | 6,194 | 0.0% | 0.0% | 80 | +34,876 | 1974.86% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 35,850 | 6,060 | 0.0% | 0.0% | 81 | +24,650 | 220.09% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 35,748 | 6,043 | 0.0% | 0.0% | 82 | +12,981 | 57.02% | Q1 2026 | May 15, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 35,752 | 6,043 | 0.02% | 0.02% | 83 | +7,627 | 27.12% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 34,706 | 5,866 | 0.06% | 0.01% | 84 | +29,992 | 636.23% | Q1 2026 | May 12, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Reduced | 34,615 | 5,851 | 0.02% | 0.03% | 85 | -4,194 | -10.81% | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 34,401 | 5,815 | 0.0% | 0.0% | 86 | +4,823 | 16.31% | Q1 2026 | May 12, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 33,381 | 5,643 | 0.0% | 0.0% | 87 | -2,088 | -5.89% | Q1 2026 | May 06, 2026 |
| Legal & General Group Plc | History | Reduced | 32,696 | 5,527 | 0.0% | 0.0% | 88 | -6,397 | -16.36% | Q1 2026 | May 08, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 29,423 | 4,973 | 0.01% | 0.01% | 89 | +4,016 | 15.81% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 29,267 | 4,947 | 0.04% | 0.04% | 90 | +8,944 | 44.01% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 29,135 | 4,925 | 0.02% | 0.03% | 91 | -22,472 | -43.54% | Q1 2026 | May 14, 2026 |
| Retirement Systems of Alabama | History | Reduced | 28,146 | 4,758 | 0.02% | 0.02% | 92 | -483 | -1.69% | Q1 2026 | Apr 24, 2026 |
| BANK OF NOVA SCOTIA | History | Reduced | 28,000 | 4,733 | 0.01% | 0.01% | 93 | -6,200 | -18.13% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Added to | 27,950 | 4,724 | 0.0% | 0.0% | 94 | +4,698 | 20.2% | Q1 2026 | May 14, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 27,428 | 4,654 | 0.01% | 0.0% | 95 | +26,107 | 1976.31% | Q1 2026 | May 05, 2026 |
| Allianz Asset Management GmbH | History | Added to | 27,104 | 4,581 | 0.0% | 0.0% | 96 | +10,511 | 63.35% | Q1 2026 | May 11, 2026 |
| NICHOLAS COMPANY, INC. | History | Reduced | 26,185 | 4,426 | 0.09% | 0.1% | 97 | -130 | -0.49% | Q1 2026 | May 04, 2026 |
| Holocene Advisors, LP | History | New | 25,983 | 4,392 | 0.01% | — | 98 | +25,983 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 25,731 | 4,349 | 0.0% | 0.01% | 99 | -38,444 | -59.9% | Q1 2026 | May 13, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 24,977 | 4,222 | 0.1% | — | 100 | +24,977 | New | Q1 2026 | May 14, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 23,229 | 3,928 | 0.0% | 0.0% | 101 | +1,452 | 6.67% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 22,680 | 3,834 | 0.01% | 0.01% | 102 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 22,613 | 3,822 | 0.01% | 0.01% | 103 | +4,800 | 26.95% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 22,471 | 3,797 | 0.0% | 0.0% | 104 | +13,724 | 156.9% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 21,956 | 3,712 | 0.0% | 0.0% | 105 | +764 | 3.61% | Q1 2026 | May 15, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 21,806 | 3,686 | 0.03% | 0.01% | 106 | +11,094 | 103.57% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 21,690 | 3,666 | 0.03% | 0.03% | 107 | +7,261 | 50.32% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Reduced | 21,352 | 3,609 | 0.06% | 0.17% | 108 | -8,760 | -29.09% | Q1 2026 | May 15, 2026 |
| Waverly Advisors, LLC | History | New | 21,153 | 3,575 | 0.03% | — | 109 | +21,153 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 20,391 | 3,447 | 0.0% | 0.0% | 110 | -2,372 | -10.42% | Q1 2026 | May 11, 2026 |
| Walleye Capital LLC | History | New | 20,166 | 3,409 | 0.01% | — | 111 | +20,166 | New | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | Reduced | 19,130 | 3,208 | 0.0% | 0.01% | 112 | -241,848 | -92.67% | Q1 2026 | May 15, 2026 |
| MidFirst Bank | History | Added to | 18,802 | 3,178 | 0.26% | 0.27% | 113 | +3,155 | 20.16% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 17,997 | 3,042 | 0.0% | — | 114 | +17,997 | New | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 17,115 | 2,895 | 0.01% | 0.01% | 115 | -1,153 | -6.31% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 16,873 | 2,851 | 0.03% | 0.04% | 116 | -75 | -0.44% | Q1 2026 | Apr 20, 2026 |
| ING GROEP NV | History | New | 16,613 | 2,808 | 0.02% | — | 117 | +16,613 | New | Q1 2026 | May 11, 2026 |
| Mariner, LLC | History | Reduced | 16,524 | 2,793 | 0.0% | 0.0% | 118 | -455 | -2.68% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 16,168 | 2,733 | 0.0% | 0.0% | 119 | -1,616 | -9.09% | Q1 2026 | May 15, 2026 |
| 1832 Asset Management L.P. | History | New | 15,900 | 2,687 | 0.0% | — | 120 | +15,900 | New | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 15,647 | 2,645 | 0.0% | 0.0% | 121 | +5,463 | 53.64% | Q1 2026 | May 06, 2026 |
| Berkeley, Inc | History | Reduced | 15,566 | 2,631 | 0.88% | 1.2% | 122 | -1,816 | -10.45% | Q1 2026 | Apr 24, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 14,737 | 2,491 | 0.0% | 0.0% | 123 | +2,820 | 23.66% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Reduced | 14,688 | 2,483 | 0.0% | 0.01% | 124 | -1,990 | -11.93% | Q1 2026 | May 15, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 14,490 | 2,450 | 0.0% | 0.0% | 125 | +779 | 5.68% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Reduced | 14,172 | 2,395 | 0.03% | 0.2% | 126 | -64,007 | -81.87% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Added to | 13,935 | 2,355 | 0.03% | 0.01% | 127 | +10,762 | 339.17% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 13,895 | 2,348 | 0.01% | 0.01% | 128 | +3,617 | 35.19% | Q1 2026 | May 05, 2026 |
| Cardinal Capital Management | History | Added to | 13,777 | 2,329 | 0.3% | 0.38% | 129 | +734 | 5.63% | Q1 2026 | Apr 08, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 13,564 | 2,292 | 0.11% | 0.13% | 130 | -492 | -3.5% | Q1 2026 | May 11, 2026 |
| Oak Thistle LLC | History | Added to | 13,366 | 2,259 | 0.22% | 0.11% | 131 | +9,831 | 278.1% | Q1 2026 | Apr 10, 2026 |
| Numerai GP LLC | History | Added to | 13,067 | 2,208 | 0.22% | 0.31% | 132 | +1,379 | 11.8% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 12,593 | 2,128 | 0.01% | 0.01% | 133 | -223 | -1.74% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 13,301 | 2,085 | 0.0% | 0.0% | 134 | +12,886 | 3105.06% | Q1 2026 | May 15, 2026 |
| OP Asset Management Ltd | History | Added to | 12,147 | 2,053 | 0.03% | 0.02% | 135 | +4,319 | 55.17% | Q1 2026 | Apr 10, 2026 |
| CITIGROUP INC | History | Reduced | 12,009 | 2,030 | 0.0% | 0.0% | 136 | -377 | -3.04% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 11,922 | 2,015 | 0.01% | 0.01% | 137 | -454 | -3.67% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 11,840 | 2,001 | 0.0% | 0.0% | 138 | +2,933 | 32.93% | Q1 2026 | May 15, 2026 |
| Henshaw Capital LLC | History | Reduced | 11,638 | 1,967 | 0.07% | 0.1% | 139 | -872 | -6.97% | Q1 2026 | May 28, 2026 |
| Jump Financial, LLC | History | Reduced | 10,907 | 1,843 | 0.02% | 0.13% | 140 | -39,560 | -78.39% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 10,715 | 1,811 | 0.01% | 0.02% | 141 | -300 | -2.72% | Q1 2026 | May 08, 2026 |
| MARSHALL WACE, LLP | History | Added to | 10,583 | 1,789 | 0.0% | 0.0% | 142 | +7,129 | 206.4% | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 10,543 | 1,782 | 0.0% | 0.0% | 143 | -1,143 | -9.78% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 10,355 | 1,750 | 0.0% | 0.0% | 144 | -2,286 | -18.08% | Q1 2026 | May 06, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 10,149 | 1,712 | 0.0% | 0.0% | 145 | +229 | 2.31% | Q1 2026 | Apr 30, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 10,031 | 1,695 | 0.01% | 0.01% | 146 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 9,808 | 1,658 | 0.0% | 0.0% | 147 | +1,355 | 16.03% | Q1 2026 | May 08, 2026 |
| Motley Fool Asset Management LLC | History | Reduced | 9,751 | 1,648 | 0.07% | 0.09% | 148 | -588 | -5.69% | Q1 2026 | May 12, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 9,634 | 1,628 | 0.02% | 0.03% | 149 | +1,115 | 13.09% | Q1 2026 | May 12, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | New | 9,626 | 1,627 | 0.61% | — | 150 | +9,626 | New | Q1 2026 | Apr 30, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 9,583 | 1,620 | 0.03% | 0.02% | 151 | +4,926 | 105.78% | Q1 2026 | Apr 27, 2026 |
| Aurora Investment Counsel | History | Reduced | 9,525 | 1,610 | 0.89% | 1.1% | 152 | -71 | -0.74% | Q1 2026 | May 06, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 9,369 | 1,583 | 0.0% | 0.01% | 153 | -3,666 | -28.12% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 9,184 | 1,552 | 0.0% | — | 154 | +9,184 | New | Q1 2026 | May 08, 2026 |
| Treasurer of the State of North Carolina | History | Reduced | 9,144 | 1,546 | 0.0% | 0.01% | 155 | -331 | -3.49% | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Reduced | 9,078 | 1,534 | 0.0% | 0.0% | 156 | -3,836 | -29.7% | Q1 2026 | May 05, 2026 |
| Pathstone Holdings, LLC | History | Added to | 9,066 | 1,532 | 0.01% | 0.01% | 157 | +1,340 | 17.34% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 8,938 | 1,511 | 0.0% | 0.01% | 158 | -4,313 | -32.55% | Q1 2026 | May 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 8,941 | 1,511 | 0.0% | 0.0% | 159 | +1,267 | 16.51% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Reduced | 8,902 | 1,504 | 0.01% | 0.02% | 160 | -862 | -8.83% | Q1 2026 | Apr 29, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 8,799 | 1,487 | 0.02% | 0.02% | 161 | -1,129 | -11.37% | Q1 2026 | May 07, 2026 |
| Brooklyn Investment Group | History | Added to | 8,732 | 1,476 | 0.05% | 0.01% | 162 | +7,416 | 563.53% | Q1 2026 | Apr 29, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 8,680 | 1,467 | 0.08% | 0.09% | 163 | -75 | -0.86% | Q1 2026 | May 12, 2026 |
| Headlands Technologies LLC | History | Reduced | 8,486 | 1,434 | 0.16% | 0.22% | 164 | -3,917 | -31.58% | Q1 2026 | May 13, 2026 |
| COMERICA BANK | History | No change | 6,453 | 1,402 | 0.01% | 0.01% | 165 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 8,168 | 1,380 | 0.0% | 0.0% | 166 | -3,377 | -29.25% | Q1 2026 | May 14, 2026 |
| LEVEL FOUR ADVISORY SERVICES, LLC | History | Added to | 8,075 | 1,365 | 0.04% | 0.03% | 167 | +3,473 | 75.47% | Q1 2026 | May 14, 2026 |
| Southeast Asset Advisors, LLC | History | Reduced | 7,792 | 1,317 | 0.14% | 0.26% | 168 | -5,049 | -39.32% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 7,608 | 1,315 | 0.0% | 0.0% | 169 | -3,592 | -32.07% | Q1 2026 | Apr 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,770 | 1,313 | 0.01% | 0.01% | 170 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Redmond Asset Management, LLC | History | Added to | 7,705 | 1,302 | 0.36% | 0.42% | 171 | +150 | 1.99% | Q1 2026 | May 06, 2026 |
| BRIGHT ROCK CAPITAL MANAGEMENT, LLC | History | No change | 7,500 | 1,267 | 0.25% | 0.32% | 172 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,446 | 1,258 | 0.0% | 0.0% | 173 | -2,615 | -25.99% | Q1 2026 | May 15, 2026 |
| CEERA INVESTMENTS, LLC | History | Reduced | 7,436 | 1,257 | 0.55% | 0.68% | 174 | -665 | -8.21% | Q1 2026 | May 06, 2026 |
| TWINBEECH CAPITAL LP | History | New | 7,350 | 1,242 | 0.13% | — | 175 | +7,350 | New | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 7,134 | 1,205 | 0.0% | 0.0% | 176 | -773 | -9.78% | Q1 2026 | Apr 27, 2026 |
| Empire Life Investments Inc. | History | Added to | 7,097 | 1,204 | 0.07% | 0.09% | 177 | +36 | 0.51% | Q1 2026 | May 11, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 7,278 | 1,198 | 0.21% | 0.15% | 178 | +2,807 | 62.78% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 7,025 | 1,187 | 0.01% | 0.01% | 179 | +1,806 | 34.6% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 6,933 | 1,172 | 0.0% | 0.0% | 180 | +6,621 | 2122.12% | Q1 2026 | May 01, 2026 |
| Hillsdale Investment Management Inc. | History | New | 6,810 | 1,151 | 0.03% | — | 181 | +6,810 | New | Q1 2026 | May 04, 2026 |
| Arizona State Retirement System | History | Reduced | 6,779 | 1,145 | 0.01% | 0.01% | 182 | -311 | -4.39% | Q1 2026 | May 01, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | New | 6,736 | 1,138 | 0.04% | — | 184 | +6,736 | New | Q1 2026 | Apr 27, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 6,737 | 1,138 | 0.01% | 0.02% | 183 | -613 | -8.34% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 6,700 | 1,132 | 0.02% | 0.02% | 185 | +100 | 1.52% | Q1 2026 | Apr 20, 2026 |
| US BANCORP \DE\ | History | Reduced | 6,685 | 1,130 | 0.0% | 0.0% | 186 | -1,284 | -16.11% | Q1 2026 | May 14, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 5,951 | 1,116 | 0.02% | 0.04% | 187 | +1,783 | 42.78% | Q1 2026 | May 01, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 6,600 | 1,115 | 0.0% | 0.01% | 188 | -17,000 | -72.03% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 6,411 | 1,083 | 0.0% | 0.0% | 189 | -546 | -7.85% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,388 | 1,079 | 0.0% | — | 190 | +6,388 | New | Q1 2026 | May 08, 2026 |
| Handelsbanken Fonder AB | History | No change | 6,372 | 1,077 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Hunter Perkins Capital Management, LLC | History | New | 6,097 | 1,031 | 0.24% | — | 192 | +6,097 | New | Q1 2026 | May 12, 2026 |
| Fluent Financial, LLC | History | Reduced | 5,744 | 1,013 | 0.37% | 0.97% | 193 | -5,947 | -50.87% | Q1 2026 | Apr 15, 2026 |
| WEDBUSH SECURITIES INC | History | New | 5,875 | 993 | 0.03% | — | 194 | +5,875 | New | Q1 2026 | Apr 21, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,752 | 972 | 0.0% | 0.01% | 195 | -217 | -3.64% | Q1 2026 | May 01, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 5,600 | 946 | 0.0% | 0.0% | 196 | +200 | 3.7% | Q1 2026 | Apr 29, 2026 |
| CSS LLC/IL | History | Added to | 5,510 | 931 | 0.04% | 0.02% | 197 | +3,190 | 137.5% | Q1 2026 | May 15, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Reduced | 5,500 | 929 | 0.0% | 0.01% | 198 | -100 | -1.79% | Q1 2026 | May 04, 2026 |
| Sepio Capital, LP | History | Added to | 5,246 | 886 | 0.05% | 0.03% | 199 | +2,399 | 84.26% | Q1 2026 | May 13, 2026 |
| CenterBook Partners LP | History | Added to | 5,232 | 884 | 0.05% | 0.02% | 200 | +2,943 | 128.57% | Q1 2026 | May 05, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 5,200 | 879 | 0.03% | 0.03% | 201 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Tidal Investments LLC | History | Added to | 5,178 | 875 | 0.0% | 0.0% | 202 | +2,343 | 82.65% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,159 | 872 | 0.0% | 0.0% | 203 | +341 | 7.08% | Q1 2026 | May 13, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Reduced | 5,143 | 869 | 0.01% | 0.01% | 204 | -194 | -3.64% | Q1 2026 | May 08, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 5,093 | 860 | 0.08% | 0.11% | 205 | +244 | 5.03% | Q1 2026 | Apr 10, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 5,047 | 853 | 0.0% | 0.0% | 206 | -1,428 | -22.05% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 5,045 | 852 | 0.0% | 0.0% | 207 | -819 | -13.97% | Q1 2026 | May 13, 2026 |
| Bradyco, Inc. | History | No change | 4,864 | 822 | 0.64% | 1.31% | 208 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 4,738 | 801 | 0.0% | 0.0% | 209 | -862 | -15.39% | Q1 2026 | Apr 27, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 4,686 | 792 | 0.01% | 0.01% | 210 | -41 | -0.87% | Q1 2026 | Apr 29, 2026 |
| Magnetar Financial LLC | History | New | 4,621 | 781 | 0.01% | — | 211 | +4,621 | New | Q1 2026 | May 13, 2026 |
| denkapparat Operations GmbH | History | Added to | 4,574 | 773 | 0.32% | 0.28% | 212 | +2,218 | 94.14% | Q1 2026 | May 11, 2026 |
| Epoch Investment Partners, Inc. | History | Reduced | 4,547 | 768 | 0.0% | 0.01% | 213 | -3,084 | -40.41% | Q1 2026 | May 14, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 4,434 | 749 | 0.0% | 0.0% | 214 | -4,330 | -49.41% | Q1 2026 | May 11, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 4,331 | 732 | 0.01% | 0.01% | 215 | +1,802 | 71.25% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 4,299 | 727 | 0.06% | 0.04% | 216 | +2,159 | 100.89% | Q1 2026 | Apr 28, 2026 |
| Callan Family Office, LLC | History | Added to | 4,269 | 721 | 0.02% | 0.02% | 217 | +1,039 | 32.17% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,229 | 714 | 0.02% | 0.03% | 218 | -143 | -3.27% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 4,220 | 713 | 0.01% | 0.0% | 219 | +4,001 | 1826.94% | Q1 2026 | May 01, 2026 |
| XPONANCE LLC | History | Added to | 4,222 | 713 | 0.01% | 0.01% | 220 | +483 | 12.92% | Q1 2026 | May 13, 2026 |
| Martin Capital Advisors, LLP | History | No change | 4,202 | 710 | 0.45% | 0.54% | 221 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,119 | 696 | 0.0% | 0.0% | 222 | +238 | 6.13% | Q1 2026 | Apr 22, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 3,883 | 656 | 0.01% | 0.01% | 223 | -39 | -0.99% | Q1 2026 | Apr 07, 2026 |
| RV Capital AG | History | New | 3,700 | 653 | 0.17% | — | 224 | +3,700 | New | Q1 2026 | May 11, 2026 |
| M&T BANK CORP | History | Reduced | 3,617 | 611 | 0.0% | 0.0% | 225 | -111 | -2.98% | Q1 2026 | May 12, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 3,576 | 605 | 0.04% | — | 226 | +3,576 | New | Q1 2026 | May 08, 2026 |
| Neuberger Berman Group LLC | History | Added to | 3,550 | 600 | 0.0% | 0.0% | 227 | +522 | 17.24% | Q1 2026 | May 14, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 3,551 | 599 | 0.03% | 0.12% | 228 | -4,676 | -56.84% | Q1 2026 | May 15, 2026 |
| JOHNSON INVESTMENT COUNSEL INC | History | Reduced | 3,445 | 582 | 0.0% | 0.01% | 229 | -97 | -2.74% | Q1 2026 | May 01, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 3,432 | 580 | 0.0% | 0.0% | 230 | -106 | -3.0% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 3,349 | 566 | 0.0% | 0.0% | 231 | -2,737 | -44.97% | Q1 2026 | Apr 30, 2026 |
| Aaron Wealth Advisors LLC | History | Added to | 3,323 | 561 | 0.03% | 0.03% | 232 | +1,121 | 50.91% | Q1 2026 | Apr 21, 2026 |
| AlphaQuest LLC | History | No change | 2,458 | 534 | 0.03% | 0.03% | 233 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 3,156 | 533 | 0.0% | 0.01% | 234 | -5,343 | -62.87% | Q1 2026 | May 07, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 3,074 | 519 | 0.0% | 0.0% | 235 | +696 | 29.27% | Q1 2026 | May 05, 2026 |
| INCEPTIONR LLC | History | New | 3,070 | 518 | 0.12% | — | 236 | +3,070 | New | Q1 2026 | May 14, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Reduced | 3,000 | 507 | 0.01% | 0.01% | 237 | -21 | -0.7% | Q1 2026 | May 15, 2026 |
| &PARTNERS | History | Added to | 2,971 | 503 | 0.0% | 0.0% | 238 | +1,570 | 112.06% | Q1 2026 | May 15, 2026 |
| BANCO BILBAO VIZCAYA ARGENTARIA, S.A. | History | Reduced | 2,973 | 497 | 0.0% | 0.01% | 239 | -688 | -18.79% | Q1 2026 | May 14, 2026 |
| Keeler Thomas Management LLC | History | Reduced | 2,928 | 495 | 0.21% | 0.3% | 240 | -14 | -0.48% | Q1 2026 | May 11, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 2,901 | 490 | 0.0% | 0.0% | 241 | -600 | -17.14% | Q1 2026 | May 13, 2026 |
| MACKENZIE FINANCIAL CORP | History | Reduced | 2,811 | 475 | 0.0% | 0.0% | 242 | -49 | -1.71% | Q1 2026 | May 13, 2026 |
| LSV ASSET MANAGEMENT | History | New | 2,800 | 473 | 0.0% | — | 244 | +2,800 | New | Q1 2026 | May 11, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 2,802 | 473 | 0.0% | 0.0% | 243 | +593 | 26.84% | Q1 2026 | May 07, 2026 |
| Capula Management Ltd | History | New | 2,760 | 466 | 0.0% | — | 245 | +2,760 | New | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 2,749 | 464 | 0.0% | 0.0% | 246 | +2,380 | 644.99% | Q1 2026 | May 13, 2026 |
| Merit Financial Group, LLC | History | Reduced | 2,738 | 462 | 0.0% | 0.01% | 247 | -3,158 | -53.56% | Q1 2026 | Apr 15, 2026 |
| AdvisorShares Investments LLC | History | Added to | 2,720 | 459 | 0.08% | 0.08% | 248 | +500 | 22.52% | Q1 2026 | Apr 28, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 2,449 | 455 | 0.01% | 0.01% | 249 | +166 | 7.27% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,604 | 440 | 0.0% | 0.0% | 250 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | Reduced | 2,601 | 439 | 0.05% | 0.08% | 251 | -795 | -23.41% | Q1 2026 | May 06, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 2,571 | 434 | 0.01% | — | 252 | +2,571 | New | Q1 2026 | May 15, 2026 |
| R Squared Ltd | History | Reduced | 2,551 | 431 | 0.24% | 0.33% | 253 | -690 | -21.29% | Q1 2026 | Apr 29, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 2,543 | 429 | 0.0% | 0.0% | 254 | +1,462 | 135.25% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 2,519 | 425 | 0.0% | 0.0% | 255 | +1,314 | 109.05% | Q1 2026 | May 14, 2026 |
| YHB Investment Advisors, Inc. | History | Reduced | 2,505 | 423 | 0.03% | 0.15% | 256 | -7,177 | -74.13% | Q1 2026 | Apr 10, 2026 |
| GHP Investment Advisors, Inc. | History | New | 2,486 | 420 | 0.02% | — | 257 | +2,486 | New | Q1 2026 | Apr 21, 2026 |
| DRW Securities, LLC | History | New | 2,475 | 418 | 0.01% | — | 258 | +2,475 | New | Q1 2026 | May 13, 2026 |
| BESSEMER GROUP INC | History | Reduced | 2,394 | 405 | 0.0% | 0.0% | 259 | -4,027 | -62.72% | Q1 2026 | May 06, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,387 | 403 | 0.12% | 0.2% | 260 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| AMICA MUTUAL INSURANCE CO | History | Added to | 2,331 | 394 | 0.03% | 0.04% | 261 | +427 | 22.43% | Q1 2026 | May 05, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 2,335 | 394 | 0.0% | 0.0% | 262 | +125 | 5.66% | Q1 2026 | May 06, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 2,320 | 392 | 0.0% | 0.0% | 263 | +596 | 34.57% | Q1 2026 | May 13, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 2,292 | 387 | 0.0% | 0.03% | 264 | -32,836 | -93.48% | Q1 2026 | May 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,252 | 380 | 0.0% | 0.0% | 265 | +447 | 24.76% | Q1 2026 | Apr 27, 2026 |
| Janney Montgomery Scott LLC | History | New | 2,236 | 378 | 0.0% | — | 266 | +2,236 | New | Q1 2026 | Apr 22, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,738 | 377 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| PLANNING ALTERNATIVES LTD /ADV | History | Reduced | 2,197 | 371 | 0.05% | 0.06% | 268 | -161 | -6.83% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Reduced | 2,139 | 361 | 0.0% | 0.01% | 269 | -158 | -6.88% | Q1 2026 | May 05, 2026 |
| ExodusPoint Capital Management, LP | History | New | 2,118 | 358 | 0.0% | — | 270 | +2,118 | New | Q1 2026 | May 14, 2026 |
| Man Group plc | History | Reduced | 2,100 | 355 | 0.0% | 0.0% | 271 | -7,436 | -77.98% | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | Reduced | 2,064 | 348 | 0.01% | 0.06% | 272 | -11,763 | -85.07% | Q1 2026 | Apr 30, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 2,063 | 348 | 0.0% | 0.0% | 273 | -321 | -13.46% | Q1 2026 | May 08, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 1,942 | 328 | 0.0% | 0.0% | 274 | +13 | 0.67% | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | New | 1,924 | 325 | 0.0% | — | 276 | +1,924 | New | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,927 | 325 | 0.01% | 0.01% | 275 | +539 | 38.83% | Q1 2026 | May 14, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | New | 1,903 | 322 | 0.02% | — | 277 | +1,903 | New | Q1 2026 | Apr 28, 2026 |
| Calamos Advisors LLC | History | New | 1,881 | 317 | 0.0% | — | 278 | +1,881 | New | Q1 2026 | May 04, 2026 |
| Calamos Wealth Management LLC | History | New | 1,881 | 317 | 0.01% | — | 279 | +1,881 | New | Q1 2026 | May 04, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,872 | 316 | 0.0% | 0.0% | 280 | -1,088 | -36.76% | Q1 2026 | Apr 30, 2026 |
| PERSONAL CFO SOLUTIONS, LLC | History | Added to | 1,840 | 310 | 0.04% | 0.06% | 281 | +136 | 7.98% | Q1 2026 | Apr 30, 2026 |
| Spectrum Asset Management, Inc. (NB/CA) | History | Added to | 1,824 | 308 | 0.1% | 0.13% | 282 | +5 | 0.27% | Q1 2026 | Apr 21, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 1,810 | 305 | 0.02% | — | 283 | +1,810 | New | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 1,775 | 300 | 0.0% | 0.0% | 284 | +377 | 26.97% | Q1 2026 | May 15, 2026 |
| Blackstone Inc. | History | New | 1,766 | 298 | 0.0% | — | 287 | +1,766 | New | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 1,766 | 298 | 0.0% | 0.0% | 286 | -1,556 | -46.84% | Q1 2026 | Apr 27, 2026 |
| COMMERCE BANK | History | Reduced | 1,765 | 298 | 0.0% | 0.0% | 285 | -531 | -23.13% | Q1 2026 | May 11, 2026 |
| Gibbs Wealth Management | History | Reduced | 1,753 | 296 | 0.04% | 0.13% | 288 | -681 | -27.98% | Q1 2026 | May 13, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,732 | 292 | 0.01% | 0.01% | 289 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Reduced | 1,697 | 286 | 0.03% | 0.07% | 290 | -1,828 | -51.86% | Q1 2026 | May 12, 2026 |
| Verdence Capital Advisors LLC | History | Added to | 1,683 | 284 | 0.02% | 0.02% | 291 | +260 | 18.27% | Q1 2026 | Apr 30, 2026 |
| Procyon Advisors, LLC | History | Reduced | 1,680 | 284 | 0.01% | 0.02% | 292 | -112 | -6.25% | Q1 2026 | May 04, 2026 |
| Centiva Capital, LP | History | New | 1,624 | 274 | 0.0% | — | 294 | +1,624 | New | Q1 2026 | May 14, 2026 |
| Alliance Wealth Advisors, LLC /UT | History | Reduced | 1,623 | 274 | 0.06% | 0.11% | 293 | -623 | -27.74% | Q1 2026 | May 12, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 1,600 | 270 | 0.0% | — | 295 | +1,600 | New | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 1,586 | 268 | 0.0% | 0.01% | 296 | -122 | -7.14% | Q1 2026 | May 13, 2026 |
| Entropy Technologies, LP | History | Reduced | 1,565 | 264 | 0.01% | 0.05% | 297 | -2,870 | -64.71% | Q1 2026 | May 14, 2026 |
| CHOREO, LLC | History | New | 1,554 | 262 | 0.0% | — | 298 | +1,554 | New | Q1 2026 | May 12, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 1,519 | 256 | 0.0% | 0.03% | 299 | -21,625 | -93.44% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Added to | 1,491 | 252 | 0.0% | 0.0% | 301 | +358 | 31.6% | Q1 2026 | Jun 02, 2026 |