NBT BANCORP INC - NBTB
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 7,400,090 | 315,095 | 0.01% | 0.01% | 1 | -2,143 | -0.03% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 6,048,345 | 251,127 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,475,187 | 147,973 | 0.01% | — | 3 | +3,475,187 | New | Q1 2026 | May 08, 2026 |
| STATE STREET CORP | History | Added to | 2,486,293 | 105,866 | 0.0% | 0.0% | 4 | +53,566 | 2.2% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,330,975 | 99,251 | 0.02% | 0.02% | 5 | +30,141 | 1.31% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,253,115 | 95,937 | 0.0% | — | 6 | +2,253,115 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,329,788 | 56,632 | 0.0% | 0.0% | 7 | +56,852 | 4.47% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 692,782 | 29,498 | 0.21% | 0.21% | 8 | -32,801 | -4.52% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 683,481 | 29,102 | 0.0% | 0.0% | 9 | +14,214 | 2.12% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 669,852 | 28,522 | 0.02% | 0.02% | 10 | +6,760 | 1.02% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 615,587 | 26,211 | 0.0% | 0.0% | 11 | +1,889 | 0.31% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 560,259 | 23,855 | 0.02% | 0.01% | 12 | +128,316 | 29.71% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 452,917 | 19,285 | 0.0% | 0.0% | 13 | -10,102 | -2.18% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 443,598 | 18,888 | 0.0% | 0.0% | 14 | -92,315 | -17.23% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 437,760 | 18,451 | 0.01% | 0.01% | 15 | -7,910 | -1.77% | Q1 2026 | May 14, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 403,497 | 17,180 | 0.06% | 0.06% | 16 | -430 | -0.11% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 372,060 | 15,842 | 0.0% | 0.0% | 17 | +85,953 | 30.04% | Q1 2026 | Apr 30, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 337,226 | 14,359 | 0.0% | — | 18 | +337,226 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 295,187 | 12,569 | 0.01% | 0.01% | 19 | +50,411 | 20.59% | Q1 2026 | May 15, 2026 |
| Ceredex Value Advisors LLC | History | Reduced | 268,250 | 11,422 | 0.36% | 0.42% | 20 | -70,000 | -20.69% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 260,916 | 11,109 | 0.0% | 0.0% | 21 | +18,331 | 7.56% | Q1 2026 | May 15, 2026 |
| NBT BANK N A /NY | History | Added to | 260,470 | 11,090 | 0.73% | 0.71% | 22 | +13,082 | 5.29% | Q1 2026 | Apr 28, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 255,448 | 10,876 | 0.0% | 0.0% | 23 | +143,781 | 128.76% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 254,342 | 10,829 | 0.01% | 0.01% | 24 | +5,002 | 2.01% | Q1 2026 | May 04, 2026 |
| PL Capital Advisors, LLC | History | No change | 208,030 | 8,857 | 2.67% | 2.72% | 25 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 204,639 | 8,598 | 0.0% | 0.0% | 26 | -55,083 | -21.21% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 187,142 | 7,968 | 0.02% | 0.03% | 27 | +6,047 | 3.34% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 186,219 | 7,929 | 0.0% | 0.0% | 28 | +13,991 | 8.12% | Q1 2026 | May 05, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 182,416 | 7,767 | 0.0% | 0.0% | 29 | +1,144 | 0.63% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 172,610 | 7,349 | 0.0% | 0.0% | 30 | +113,941 | 194.21% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 161,740 | 6,886 | 0.0% | 0.0% | 31 | +39,665 | 32.49% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 161,012 | 6,855 | 0.0% | 0.0% | 32 | +2,532 | 1.6% | Q1 2026 | May 12, 2026 |
| ProShare Advisors LLC | History | Added to | 156,906 | 6,681 | 0.01% | 0.01% | 33 | +5,979 | 3.96% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 155,796 | 6,633 | 0.01% | 0.0% | 34 | +99,958 | 179.01% | Q1 2026 | May 15, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 155,628 | 6,539 | 0.01% | 0.01% | 35 | -10,940 | -6.57% | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 146,863 | 6,253 | 0.01% | 0.0% | 36 | +2,777 | 1.93% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 136,910 | 5,829 | 0.01% | 0.01% | 37 | -395 | -0.29% | Q1 2026 | Apr 27, 2026 |
| FMR LLC | History | Added to | 130,492 | 5,556 | 0.0% | 0.0% | 38 | +84,568 | 184.15% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 125,025 | 5,323 | 0.0% | 0.0% | 39 | -5,412 | -4.15% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 124,045 | 5,281 | 0.0% | 0.0% | 40 | -9,863 | -7.37% | Q1 2026 | May 08, 2026 |
| SG Americas Securities, LLC | History | Added to | 115,900 | 4,935 | 0.01% | 0.0% | 41 | +44,048 | 61.3% | Q1 2026 | Apr 16, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 112,671 | 4,797 | 0.0% | 0.0% | 42 | +34,615 | 44.35% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 103,507 | 4,466 | 0.01% | 0.01% | 43 | -4,479 | -4.15% | Q1 2026 | Apr 08, 2026 |
| Swiss National Bank | History | No change | 103,300 | 4,398 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 88,164 | 3,754 | 0.0% | 0.0% | 45 | +2,934 | 3.44% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 86,714 | 3,692 | 0.0% | 0.0% | 46 | -45,738 | -34.53% | Q1 2026 | May 11, 2026 |
| Edgestream Partners, L.P. | History | New | 84,304 | 3,589 | 0.12% | — | 47 | +84,304 | New | Q1 2026 | May 18, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 83,504 | 3,555 | 0.0% | 0.0% | 48 | -4,377 | -4.98% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | Added to | 73,714 | 3,138 | 0.02% | 0.02% | 49 | +2,859 | 4.04% | Q1 2026 | May 04, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 70,511 | 3,003 | 0.0% | 0.0% | 50 | +10,111 | 16.74% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 70,422 | 2,999 | 0.01% | 0.0% | 51 | +9,843 | 16.25% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 65,327 | 2,781 | 0.0% | 0.0% | 52 | +31,721 | 94.39% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 64,405 | 2,674 | 0.0% | 0.0% | 53 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ENDEAVOUR CAPITAL ADVISORS INC | History | Reduced | 62,711 | 2,670 | 0.61% | 0.84% | 54 | -9,960 | -13.71% | Q1 2026 | May 11, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 61,064 | 2,600 | 0.02% | 0.01% | 55 | +23,812 | 63.92% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 57,719 | 2,457 | 0.0% | 0.0% | 56 | +12,774 | 28.42% | Q1 2026 | May 14, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 53,876 | 2,294 | 0.0% | 0.0% | 57 | +4,915 | 10.04% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 50,039 | 2,130 | 0.0% | 0.0% | 58 | -154 | -0.31% | Q1 2026 | May 06, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 49,875 | 2,123 | 0.0% | 0.0% | 59 | -382 | -0.76% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 48,780 | 2,077 | 0.0% | 0.0% | 60 | +5,540 | 12.81% | Q1 2026 | May 06, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 48,497 | 2,065 | 0.02% | 0.01% | 61 | +28,290 | 140.0% | Q1 2026 | May 08, 2026 |
| MGO ONE SEVEN LLC | History | Reduced | 48,519 | 2,065 | 0.04% | 0.04% | 62 | -1,275 | -2.56% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 44,862 | 1,911 | 0.0% | 0.0% | 63 | -1,731 | -3.72% | Q1 2026 | May 14, 2026 |
| Baird Financial Group, Inc. | History | New | 42,931 | 1,828 | 0.0% | — | 64 | +42,931 | New | Q1 2026 | May 14, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 42,195 | 1,796 | 0.0% | 0.0% | 65 | -6,393 | -13.16% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 40,576 | 1,727 | 0.0% | — | 66 | +40,576 | New | Q1 2026 | May 08, 2026 |
| TOMPKINS FINANCIAL CORP | History | Reduced | 38,228 | 1,627 | 0.13% | 0.13% | 67 | -1,560 | -3.92% | Q1 2026 | Apr 09, 2026 |
| Empowered Funds, LLC | History | New | 36,284 | 1,544 | 0.01% | — | 68 | +36,284 | New | Q1 2026 | May 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 36,217 | 1,542 | 0.0% | 0.0% | 69 | -2,671 | -6.87% | Q1 2026 | Apr 27, 2026 |
| Squarepoint Ops LLC | History | Reduced | 35,524 | 1,512 | 0.0% | 0.0% | 70 | -21,971 | -38.21% | Q1 2026 | May 15, 2026 |
| Horizon Advisory Services, Inc. | History | No change | 34,781 | 1,480 | 0.76% | 0.73% | 71 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 34,282 | 1,459 | 0.0% | 0.0% | 72 | -2,035 | -5.6% | Q1 2026 | May 08, 2026 |
| Schonfeld Strategic Advisors LLC | History | Added to | 34,047 | 1,449 | 0.01% | 0.0% | 73 | +14,011 | 69.93% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 33,839 | 1,440 | 0.0% | 0.0% | 74 | +17,145 | 102.7% | Q1 2026 | May 12, 2026 |
| Members Advisory Group LLC | History | No change | 33,522 | 1,427 | 0.49% | 0.52% | 75 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 33,473 | 1,425 | 0.0% | 0.0% | 76 | -28,300 | -45.81% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 33,372 | 1,420 | 0.0% | 0.0% | 77 | -29,198 | -46.66% | Q1 2026 | May 13, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 32,250 | 1,409 | 0.08% | 0.07% | 78 | +8,326 | 34.8% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 31,910 | 1,358 | 0.0% | 0.0% | 79 | -3,086 | -8.82% | Q1 2026 | May 11, 2026 |
| Numerai GP LLC | History | Reduced | 31,505 | 1,341 | 0.13% | 0.19% | 80 | -5,610 | -15.12% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 30,329 | 1,291 | 0.0% | 0.0% | 81 | +2,169 | 7.7% | Q1 2026 | May 13, 2026 |
| Financial Engines Advisors L.L.C. | History | New | 29,433 | 1,253 | 0.0% | — | 82 | +29,433 | New | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 29,304 | 1,247 | 0.01% | 0.01% | 83 | -18,909 | -39.22% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 28,884 | 1,231 | 0.0% | 0.0% | 84 | -2,035 | -6.58% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 28,891 | 1,230 | 0.01% | 0.01% | 85 | +433 | 1.52% | Q1 2026 | May 14, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 28,736 | 1,223 | 0.01% | 0.01% | 86 | -682 | -2.32% | Q1 2026 | May 11, 2026 |
| Cerity Partners LLC | History | Added to | 28,706 | 1,222 | 0.0% | 0.0% | 87 | +4,085 | 16.59% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 28,098 | 1,195 | 0.01% | 0.01% | 88 | -831 | -2.87% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 28,027 | 1,193 | 0.0% | 0.01% | 89 | -86,650 | -75.56% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 27,745 | 1,181 | 0.02% | 0.01% | 90 | +784 | 2.91% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | New | 27,183 | 1,157 | 0.0% | — | 91 | +27,183 | New | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 26,731 | 1,138 | 0.0% | — | 92 | +26,731 | New | Q1 2026 | May 08, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 26,688 | 1,136 | 0.0% | 0.0% | 93 | -6 | -0.02% | Q1 2026 | May 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 25,090 | 1,068 | 0.0% | 0.0% | 94 | +5,338 | 27.03% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | No change | 24,818 | 1,056 | 0.02% | 0.02% | 95 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 24,329 | 1,035 | 0.0% | 0.0% | 96 | -3,501 | -12.58% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 24,028 | 1,023 | 0.0% | 0.0% | 97 | +233 | 0.98% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Reduced | 23,897 | 1,017 | 0.0% | 0.0% | 98 | -4,335 | -15.35% | Q1 2026 | May 12, 2026 |
| Lido Advisors, LLC | History | Reduced | 23,899 | 1,017 | 0.0% | 0.0% | 99 | -169 | -0.7% | Q1 2026 | May 13, 2026 |
| HSBC HOLDINGS PLC | History | New | 23,827 | 1,013 | 0.0% | — | 100 | +23,827 | New | Q1 2026 | Apr 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 23,310 | 992 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 23,200 | 987 | 0.02% | 0.02% | 102 | -800 | -3.33% | Q1 2026 | Apr 20, 2026 |
| BARCLAYS PLC | History | Reduced | 23,141 | 985 | 0.0% | 0.0% | 103 | -66,418 | -74.16% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | No change | 22,753 | 968 | 0.02% | 0.02% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Horizon Investments, LLC | History | Added to | 22,067 | 939 | 0.01% | 0.01% | 105 | +7,724 | 53.85% | Q1 2026 | May 14, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 21,470 | 914 | 0.0% | 0.0% | 106 | -6,353 | -22.83% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 21,361 | 909 | 0.01% | 0.02% | 107 | -11,593 | -35.18% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 20,321 | 865 | 0.05% | 0.07% | 108 | -13,530 | -39.97% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 19,606 | 834 | 0.0% | — | 109 | +19,606 | New | Q1 2026 | May 15, 2026 |
| Geneos Wealth Management Inc. | History | No change | 19,308 | 822 | 0.02% | 0.02% | 110 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Community Bank, N.A. | History | Added to | 18,509 | 787 | 0.09% | 0.08% | 111 | +2,034 | 12.35% | Q1 2026 | May 12, 2026 |
| Note Advisors, LLC | History | Reduced | 17,879 | 761 | 0.38% | 0.45% | 112 | -1,656 | -8.48% | Q1 2026 | May 15, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 17,550 | 747 | 0.0% | — | 113 | +17,550 | New | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 17,413 | 741 | 0.0% | 0.0% | 114 | +962 | 5.85% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 15,887 | 676 | 0.0% | 0.0% | 115 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 15,619 | 665 | 0.0% | 0.0% | 116 | -19,477 | -55.5% | Q1 2026 | May 15, 2026 |
| Financial Planning Hawaii, Inc. | History | No change | 15,439 | 657 | 0.39% | 0.37% | 117 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| CreativeOne Wealth, LLC | History | Added to | 15,388 | 655 | 0.02% | 0.02% | 118 | +149 | 0.98% | Q1 2026 | May 15, 2026 |
| LEIGH BALDWIN & CO., LLC | History | Added to | 15,210 | 647 | 0.42% | 0.41% | 119 | +58 | 0.38% | Q1 2026 | May 20, 2026 |
| AMALGAMATED BANK | History | Reduced | 15,029 | 640 | 0.0% | 0.0% | 120 | -157 | -1.03% | Q1 2026 | May 08, 2026 |
| PEOPLES FINANCIAL SERVICES CORP. | History | No change | 15,000 | 638 | 0.3% | 0.29% | 121 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MENDON CAPITAL ADVISORS CORP | History | No change | 15,000 | 638 | 0.25% | 0.18% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 14,972 | 637 | 0.0% | 0.0% | 123 | -1,768 | -10.56% | Q1 2026 | May 15, 2026 |
| FENIMORE ASSET MANAGEMENT INC | History | No change | 14,480 | 616 | 0.01% | 0.01% | 124 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 14,370 | 611 | 0.0% | 0.0% | 125 | -285 | -1.94% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,174 | 603 | 0.01% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 14,092 | 600 | 0.0% | 0.0% | 127 | -1,372 | -8.87% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 13,874 | 590 | 0.01% | 0.01% | 128 | -168 | -1.2% | Q1 2026 | Apr 24, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 13,125 | 558 | 0.0% | 0.0% | 129 | +422 | 3.32% | Q1 2026 | May 04, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,086 | 557 | 0.0% | 0.0% | 130 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mariner, LLC | History | Added to | 13,032 | 554 | 0.0% | 0.0% | 131 | +2,608 | 25.02% | Q1 2026 | May 13, 2026 |
| Washington Trust Advisors, Inc. | History | Reduced | 12,933 | 550 | 0.04% | 0.04% | 134 | -55 | -0.42% | Q1 2026 | Apr 06, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 12,937 | 550 | 0.0% | 0.0% | 133 | -14 | -0.11% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 12,908 | 550 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Handelsbanken Fonder AB | History | Added to | 12,695 | 541 | 0.0% | 0.0% | 135 | +2,200 | 20.96% | Q1 2026 | Apr 28, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 12,338 | 525 | 0.0% | 0.0% | 136 | +142 | 1.16% | Q1 2026 | Apr 30, 2026 |
| Shelter Rock Management, LLC | History | No change | 12,163 | 517 | 0.55% | 0.51% | 137 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 12,032 | 512 | 0.0% | — | 139 | +12,032 | New | Q1 2026 | May 08, 2026 |
| Inspire Investing, LLC | History | Added to | 12,037 | 512 | 0.04% | 0.04% | 138 | +780 | 6.93% | Q1 2026 | Apr 23, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 12,004 | 511 | 0.01% | 0.01% | 140 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| North Star Investment Management Corp. | History | No change | 12,000 | 510 | 0.03% | 0.03% | 141 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 11,668 | 496 | 0.0% | 0.0% | 142 | +11,619 | 23712.24% | Q1 2026 | May 01, 2026 |
| Stonebridge Financial Group, LLC | History | Added to | 11,530 | 490 | 0.04% | 0.04% | 143 | +1 | 0.01% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 11,755 | 488 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 11,371 | 484 | 0.05% | 0.04% | 145 | +3,383 | 42.35% | Q1 2026 | Apr 29, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 11,310 | 481 | 0.0% | 0.0% | 146 | -10,997 | -49.3% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 11,300 | 481 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Stablepoint Partners, LLC | History | Added to | 11,229 | 478 | 0.07% | 0.07% | 148 | +647 | 6.11% | Q1 2026 | Apr 30, 2026 |
| HBK Sorce Advisory LLC | History | Reduced | 10,343 | 471 | 0.01% | 0.01% | 149 | -255 | -2.41% | Q1 2026 | May 11, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 10,830 | 461 | 0.01% | 0.07% | 151 | -59,786 | -84.66% | Q1 2026 | Apr 27, 2026 |
| HOWE & RUSLING INC | History | No change | 10,832 | 461 | 0.03% | 0.03% | 150 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| AlphaQuest LLC | History | No change | 11,055 | 459 | 0.03% | 0.03% | 152 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SOL Capital Management CO | History | New | 10,477 | 445 | 0.22% | — | 154 | +10,477 | New | Q1 2026 | Apr 24, 2026 |
| Quantinno Capital Management LP | History | Added to | 10,471 | 445 | 0.0% | 0.0% | 153 | +3,248 | 44.97% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Reduced | 10,410 | 443 | 0.01% | 0.01% | 155 | -4 | -0.04% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 10,003 | 425 | 0.0% | 0.0% | 156 | -4,842 | -32.62% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 9,794 | 417 | 0.0% | 0.0% | 157 | -3,322 | -25.33% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | No change | 9,700 | 413 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 9,589 | 408 | 0.01% | — | 159 | +9,589 | New | Q1 2026 | May 15, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Reduced | 9,515 | 405 | 0.0% | 0.0% | 160 | -1,554 | -14.04% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | New | 9,330 | 397 | 0.14% | — | 161 | +9,330 | New | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 9,165 | 390 | 0.02% | 0.1% | 162 | -19,841 | -68.4% | Q1 2026 | May 08, 2026 |
| M&T BANK CORP | History | Reduced | 9,040 | 384 | 0.0% | 0.0% | 163 | -41 | -0.45% | Q1 2026 | May 12, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | No change | 9,027 | 384 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Summit Financial, LLC | History | Added to | 8,964 | 381 | 0.0% | 0.01% | 165 | +40 | 0.45% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 8,915 | 379 | 0.0% | — | 166 | +8,915 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | Added to | 8,779 | 373 | 0.0% | 0.0% | 167 | +640 | 7.86% | Q1 2026 | May 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 8,900 | 369 | 0.0% | 0.0% | 168 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Amundi | History | Added to | 8,497 | 361 | 0.0% | 0.0% | 169 | +980 | 13.04% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 8,464 | 360 | 0.0% | 0.0% | 170 | -36,012 | -80.97% | Q1 2026 | May 15, 2026 |
| BLB&B Advisors, LLC | History | No change | 7,656 | 325 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Portfolio Strategies, Inc. | History | No change | 7,628 | 324 | 0.04% | 0.04% | 172 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Maryland State Retirement & Pension System | History | No change | 7,608 | 323 | 0.01% | 0.01% | 173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Cornell Pochily Investment Advisors, Inc. | History | Added to | 7,542 | 321 | 0.09% | 0.09% | 174 | +12 | 0.16% | Q1 2026 | Apr 17, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,502 | 319 | 0.0% | 0.0% | 175 | +1,203 | 19.1% | Q1 2026 | Apr 22, 2026 |
| Neuberger Berman Group LLC | History | New | 7,284 | 310 | 0.0% | — | 177 | +7,284 | New | Q1 2026 | May 14, 2026 |
| Focused Wealth Management, Inc | History | Added to | 7,289 | 310 | 0.03% | 0.02% | 176 | +2,264 | 45.05% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Reduced | 7,269 | 309 | 0.0% | 0.0% | 178 | -28,997 | -79.96% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | No change | 7,280 | 309 | 0.01% | 0.01% | 179 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 6,851 | 291 | 0.01% | 0.01% | 180 | +19 | 0.28% | Q1 2026 | May 13, 2026 |
| Quadrant Private Wealth Management, LLC | History | No change | 6,802 | 289 | 0.04% | 0.05% | 181 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Entropy Technologies, LP | History | New | 6,611 | 281 | 0.01% | — | 183 | +6,611 | New | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 6,617 | 281 | 0.0% | 0.0% | 182 | -23 | -0.35% | Q1 2026 | Apr 29, 2026 |
| UNION SAVINGS BANK | History | Reduced | 6,282 | 267 | 0.12% | 0.13% | 184 | -1,086 | -14.74% | Q1 2026 | Apr 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,200 | 263 | 0.0% | 0.0% | 185 | -100,184 | -94.17% | Q1 2026 | May 08, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | New | 6,167 | 262 | 0.02% | — | 186 | +6,167 | New | Q1 2026 | May 12, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 6,135 | 261 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 6,037 | 257 | 0.0% | 0.0% | 188 | +1 | 0.02% | Q1 2026 | Apr 30, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,978 | 254 | 0.0% | 0.0% | 190 | +788 | 15.18% | Q1 2026 | May 14, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 5,987 | 254 | 0.0% | 0.0% | 189 | +8 | 0.13% | Q1 2026 | May 07, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 5,958 | 253 | 0.0% | 0.0% | 192 | +1 | 0.02% | Q1 2026 | May 08, 2026 |
| STEPHENS INC /AR/ | History | No change | 5,964 | 253 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 5,838 | 248 | 0.0% | 0.0% | 193 | +512 | 9.61% | Q1 2026 | May 13, 2026 |
| Private Advisor Group, LLC | History | Added to | 5,809 | 247 | 0.0% | 0.0% | 194 | +233 | 4.18% | Q1 2026 | Apr 24, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 5,779 | 246 | 0.0% | — | 195 | +5,779 | New | Q1 2026 | Apr 24, 2026 |
| Ascent Wealth Partners, LLC | History | Added to | 5,353 | 227 | 0.03% | 0.02% | 196 | +309 | 6.13% | Q1 2026 | May 06, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 5,240 | 223 | 0.0% | — | 197 | +5,240 | New | Q1 2026 | Apr 20, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 5,226 | 222 | 0.0% | 0.0% | 198 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Reduced | 5,173 | 220 | 0.06% | 0.13% | 200 | -8,656 | -62.59% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | New | 5,169 | 220 | 0.0% | — | 201 | +5,169 | New | Q1 2026 | May 15, 2026 |
| Bayview Asset Management, LLC | History | New | 5,168 | 220 | 0.08% | — | 202 | +5,168 | New | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | Added to | 5,175 | 220 | 0.0% | 0.01% | 199 | +36 | 0.7% | Q1 2026 | May 12, 2026 |
| Stone House Investment Management, LLC | History | Added to | 5,165 | 219 | 0.04% | 0.03% | 203 | +1 | 0.02% | Q1 2026 | Apr 22, 2026 |
| Allspring Global Investments Holdings, LLC | History | New | 5,018 | 215 | 0.0% | — | 204 | +5,018 | New | Q1 2026 | May 05, 2026 |
| XPONANCE LLC | History | New | 4,934 | 210 | 0.0% | — | 205 | +4,934 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | New | 4,923 | 209 | 0.0% | — | 206 | +4,923 | New | Q1 2026 | May 13, 2026 |
| Teza Capital Management LLC | History | New | 4,911 | 209 | 0.77% | — | 207 | +4,911 | New | Q1 2026 | May 15, 2026 |
| Daytona Street Capital LLC | History | No change | 4,768 | 206 | 0.16% | 0.15% | 208 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CIBC Asset Management Inc | History | Reduced | 4,794 | 204 | 0.0% | 0.0% | 209 | -136 | -2.76% | Q1 2026 | May 12, 2026 |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | History | New | 4,748 | 202 | 0.03% | — | 210 | +4,748 | New | Q1 2026 | Apr 17, 2026 |
| FIDELITY D & D BANCORP INC | History | Reduced | 4,700 | 200 | 0.08% | 0.09% | 211 | -238 | -4.82% | Q1 2026 | Apr 30, 2026 |
| Strategic Financial Services, Inc. | History | No change | 4,700 | 200 | 0.01% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 4,280 | 182 | 0.01% | 0.01% | 213 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 3,624 | 154 | 0.01% | 0.01% | 214 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 2,991 | 127 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BIRCHBROOK, INC. | History | No change | 2,991 | 127 | 0.06% | 0.06% | 216 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,957 | 125 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,905 | 124 | 0.0% | 0.0% | 218 | +658 | 29.28% | Q1 2026 | Apr 07, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 2,722 | 114 | 0.0% | 0.01% | 219 | -582 | -17.62% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,516 | 107 | 0.0% | 0.0% | 220 | +1,118 | 79.97% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 2,248 | 95 | 0.0% | 0.0% | 222 | +344 | 18.07% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,251 | 95 | 0.01% | 0.01% | 221 | +32 | 1.44% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Added to | 2,102 | 89 | 0.0% | 0.0% | 223 | +229 | 12.23% | Q1 2026 | May 14, 2026 |
| ESL Trust Services, LLC | History | No change | 2,058 | 87 | 0.02% | 0.02% | 224 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| KBC Group NV | History | No change | 1,984 | 84 | 0.0% | 0.0% | 225 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 1,942 | 82 | 0.0% | 0.0% | 226 | -62 | -3.09% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | No change | 1,830 | 77 | 0.02% | 0.02% | 227 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,611 | 68 | 0.0% | 0.0% | 228 | -1,175 | -42.18% | Q1 2026 | Apr 22, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 1,534 | 65 | 0.0% | 0.0% | 229 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Asset Dedication, LLC | History | No change | 1,190 | 50 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | History | No change | 1,025 | 44 | 0.01% | 0.01% | 231 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,037 | 43 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | Reduced | 1,000 | 42 | 0.0% | 0.0% | 233 | -57 | -5.39% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 947 | 40 | 0.0% | 0.0% | 234 | +273 | 40.5% | Q1 2026 | May 14, 2026 |
| Western Wealth Management, LLC | History | New | 866 | 36 | 0.0% | — | 236 | +866 | New | Q1 2026 | May 19, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 867 | 36 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BESSEMER GROUP INC | History | Added to | 832 | 35 | 0.0% | 0.0% | 237 | +324 | 63.78% | Q1 2026 | May 06, 2026 |
| Larson Financial Group LLC | History | Added to | 801 | 34 | 0.0% | 0.0% | 238 | +34 | 4.43% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 790 | 33 | 0.0% | 0.01% | 239 | -9,995 | -92.68% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 746 | 31 | 0.0% | 0.0% | 240 | +207 | 38.4% | Q1 2026 | May 15, 2026 |
| Crews Bank & Trust | History | Reduced | 702 | 29 | 0.0% | 0.01% | 241 | -300 | -29.94% | Q1 2026 | May 13, 2026 |
| Blue Trust, Inc. | History | Reduced | 654 | 27 | 0.0% | 0.0% | 242 | -8 | -1.21% | Q1 2026 | Apr 20, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 618 | 26 | 0.0% | 0.0% | 244 | +401 | 184.79% | Q1 2026 | Apr 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 618 | 26 | 0.0% | 0.0% | 243 | +39 | 6.74% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 581 | 25 | 0.0% | 0.0% | 245 | -10 | -1.69% | Q1 2026 | May 01, 2026 |
| Elevated Capital Advisors, LLC | History | No change | 533 | 22 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 406 | 17 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Smithfield Trust Co | History | No change | 375 | 17 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Acumen Wealth Advisors, LLC | History | Added to | 391 | 16 | 0.0% | 0.0% | 251 | +74 | 23.34% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 383 | 16 | 0.0% | 0.0% | 249 | +50 | 15.02% | Q1 2026 | May 15, 2026 |
| McIlrath & Eck, LLC | History | Added to | 377 | 16 | 0.0% | 0.0% | 250 | +2 | 0.53% | Q1 2026 | May 19, 2026 |
| Caldwell Trust Co | History | No change | 372 | 15 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | New | 341 | 14 | 0.0% | — | 253 | +341 | New | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 324 | 13 | 0.0% | 0.0% | 254 | +43 | 15.3% | Q1 2026 | May 11, 2026 |
| Kemnay Advisory Services Inc. | History | New | 298 | 12 | 0.0% | — | 255 | +298 | New | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 293 | 12 | 0.0% | — | 256 | +293 | New | Q1 2026 | May 11, 2026 |
| MAI Capital Management | History | Added to | 274 | 11 | 0.0% | 0.0% | 257 | +244 | 813.33% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | No change | 276 | 11 | 0.0% | 0.0% | 258 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ASSETMARK, INC | History | Reduced | 219 | 9 | 0.0% | 0.0% | 260 | -498 | -69.46% | Q1 2026 | May 06, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 217 | 9 | 0.0% | 0.0% | 259 | +123 | 130.85% | Q1 2026 | May 07, 2026 |
| Ancora Advisors LLC | History | No change | 228 | 9 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 200 | 8 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Spire Wealth Management | History | No change | 207 | 8 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 153 | 6 | 0.0% | — | 267 | +153 | New | Q1 2026 | May 13, 2026 |
| Versant Capital Management, Inc | History | Added to | 163 | 6 | 0.0% | 0.0% | 265 | +67 | 69.79% | Q1 2026 | Apr 06, 2026 |
| Sound Income Strategies, LLC | History | Added to | 147 | 6 | 0.0% | 0.0% | 264 | +1 | 0.68% | Q1 2026 | Apr 27, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 138 | 6 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Vanguard National Trust Co | History | New | 130 | 5 | 0.0% | — | 270 | +130 | New | Q1 2026 | May 08, 2026 |
| Ameritas Advisory Services, LLC | History | New | 119 | 5 | 0.0% | — | 269 | +119 | New | Q1 2026 | May 12, 2026 |
| Arax Advisory Partners | History | Reduced | 120 | 5 | 0.0% | 0.0% | 268 | -4 | -3.23% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 99 | 4 | 0.0% | 0.0% | 272 | +54 | 120.0% | Q1 2026 | Apr 24, 2026 |
| Colonial Trust Co / SC | History | Added to | 100 | 4 | 0.0% | 0.0% | 271 | +34 | 51.52% | Q1 2026 | May 12, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 89 | 3 | 0.0% | — | 275 | +89 | New | Q1 2026 | Apr 30, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 91 | 3 | 0.0% | 0.0% | 274 | +41 | 82.0% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 92 | 3 | 0.0% | 0.0% | 273 | +6 | 6.98% | Q1 2026 | Jun 02, 2026 |
| Quarry LP | History | Reduced | 57 | 2 | 0.0% | 0.0% | 277 | -215 | -79.04% | Q1 2026 | May 15, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | New | 64 | 2 | 0.0% | — | 278 | +64 | New | Q1 2026 | Apr 29, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 63 | 2 | 0.0% | — | 280 | +63 | New | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | New | 57 | 2 | 0.0% | — | 279 | +57 | New | Q1 2026 | Apr 28, 2026 |
| Optiver Holding B.V. | History | Added to | 64 | 2 | 0.0% | 0.0% | 276 | +36 | 128.57% | Q1 2026 | Jun 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | New | 44 | 1 | 0.0% | — | 286 | +44 | New | Q1 2026 | May 08, 2026 |
| Bare Financial Services, Inc | History | Reduced | 45 | 1 | 0.0% | 0.0% | 283 | -34 | -43.04% | Q1 2026 | May 14, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 29 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 45 | 1 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | No change | 29 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Essential Partners LLC | History | No change | 38 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Closed out | 0 | 0 | — | 0.39% | — | -496,089 | -100.0% | Q1 2026 | Apr 24, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.08% | — | -42,416 | -100.0% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -25,181 | -100.0% | Q1 2026 | May 14, 2026 |
| Weiss Asset Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -23,447 | -100.0% | Q1 2026 | May 15, 2026 |
| Elo Mutual Pension Insurance Co | History | Closed out | 0 | 0 | — | 0.01% | — | -22,071 | -100.0% | Q1 2026 | May 11, 2026 |
| IFG Advisory, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,540 | -100.0% | Q1 2026 | May 12, 2026 |
| Brevan Howard Capital Management LP | History | Closed out | 0 | 0 | — | 0.0% | — | -10,300 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.06% | — | -9,400 | -100.0% | Q1 2026 | May 12, 2026 |
| BURNEY CO/ | History | Closed out | 0 | 0 | — | 0.01% | — | -9,242 | -100.0% | Q1 2026 | Apr 29, 2026 |
| FIDUCIARY TRUST CO | History | Closed out | 0 | 0 | — | 0.0% | — | -8,905 | -100.0% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -7,863 | -100.0% | Q1 2026 | Apr 24, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,358 | -100.0% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -5,010 | -100.0% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -4,953 | -100.0% | Q1 2026 | May 15, 2026 |