NEWMARK GROUP, INC. - NMRK
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 20,682,305 | 358,631 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 13,836,885 | 207,414 | 0.01% | — | 2 | +13,836,885 | New | Q1 2026 | May 08, 2026 |
| BlackRock, Inc. | History | Added to | 12,203,327 | 182,927 | 0.0% | 0.0% | 3 | +142,417 | 1.18% | Q1 2026 | May 13, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 6,285,138 | 94,214 | 0.0% | — | 4 | +6,285,138 | New | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 5,343,384 | 80,095 | 0.02% | 0.02% | 5 | +227,649 | 4.45% | Q1 2026 | May 07, 2026 |
| Empyrean Capital Partners, LP | History | No change | 4,360,150 | 65,358 | 2.13% | 2.63% | 6 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,280,199 | 64,169 | 0.0% | 0.0% | 7 | +180,159 | 4.39% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 3,872,929 | 58,055 | 0.0% | 0.0% | 8 | +123,277 | 3.29% | Q1 2026 | May 15, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Added to | 3,393,193 | 50,863 | 0.37% | 0.45% | 9 | +180,211 | 5.61% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 2,401,330 | 35,995 | 0.01% | 0.01% | 10 | +50,497 | 2.15% | Q1 2026 | Apr 30, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,241,462 | 33,599 | 0.02% | 0.02% | 11 | -88,973 | -3.82% | Q1 2026 | May 04, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 2,210,350 | 33,133 | 0.06% | 0.07% | 12 | -328,329 | -12.93% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 2,149,414 | 32,219 | 0.01% | 0.01% | 13 | -7,961 | -0.37% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,928,921 | 28,914 | 0.0% | 0.01% | 14 | +51,933 | 2.77% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 1,757,522 | 26,345 | 0.0% | 0.0% | 15 | -233,982 | -11.75% | Q1 2026 | May 15, 2026 |
| Leeward Investments, LLC - MA | History | Reduced | 1,750,506 | 26,240 | 1.29% | 1.56% | 16 | -32,432 | -1.82% | Q1 2026 | Apr 17, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Added to | 1,692,518 | 25,370 | 0.58% | 0.64% | 17 | +121,011 | 7.7% | Q1 2026 | May 13, 2026 |
| Invesco Ltd. | History | Reduced | 1,576,678 | 23,634 | 0.0% | 0.0% | 18 | -18,600 | -1.17% | Q1 2026 | May 12, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 1,469,120 | 22,022 | 0.02% | 0.03% | 19 | -399,278 | -21.37% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,468,909 | 22,018 | 0.0% | 0.0% | 20 | +76,205 | 5.47% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,317,296 | 19,746 | 0.0% | 0.0% | 21 | -240,163 | -15.42% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 1,204,504 | 17,682 | 0.0% | 0.0% | 22 | -379,224 | -23.95% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,173,058 | 17,584 | 0.0% | 0.0% | 23 | +186,236 | 18.87% | Q1 2026 | May 05, 2026 |
| Penn Capital Management Company, LLC | History | Added to | 1,154,425 | 17,346 | 1.34% | 1.49% | 24 | +80,206 | 7.47% | Q1 2026 | May 06, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 1,148,073 | 16,987 | 0.01% | 0.01% | 25 | -314,816 | -21.52% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 1,049,122 | 15,726 | 0.24% | 0.15% | 26 | +493,083 | 88.68% | Q1 2026 | May 14, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,009,923 | 15,138 | 0.0% | — | 27 | +1,009,923 | New | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Added to | 917,169 | 13,748 | 0.0% | 0.0% | 28 | +22,192 | 2.48% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 888,945 | 13,325 | 0.02% | 0.02% | 29 | +35,608 | 4.17% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 867,774 | 13,007 | 0.02% | 0.02% | 30 | +17,860 | 2.1% | Q1 2026 | May 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 865,000 | 12,966 | 0.02% | 0.03% | 31 | -400,000 | -31.62% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 864,369 | 12,956 | 0.01% | 0.0% | 32 | +306,088 | 54.83% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 823,359 | 12,342 | 0.0% | 0.0% | 33 | -856,313 | -50.98% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Reduced | 822,058 | 12,322 | 0.0% | 0.0% | 34 | -144,049 | -14.91% | Q1 2026 | May 05, 2026 |
| SEI INVESTMENTS CO | History | Added to | 814,101 | 12,202 | 0.01% | 0.01% | 35 | +71,516 | 9.63% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 794,393 | 11,907 | 0.0% | 0.0% | 36 | +539,844 | 212.08% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Added to | 778,206 | 11,665 | 0.05% | 0.05% | 37 | +18,995 | 2.5% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 739,409 | 11,083 | 0.02% | 0.02% | 38 | -14,621 | -1.94% | Q1 2026 | May 06, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 731,577 | 10,966 | 0.01% | 0.01% | 39 | -292,500 | -28.56% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 697,360 | 10,453 | 0.0% | 0.0% | 40 | +342,508 | 96.52% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 661,458 | 9,915 | 0.0% | 0.0% | 41 | +540,162 | 445.33% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 658,802 | 9,875 | 0.0% | 0.0% | 42 | +45,965 | 7.5% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 644,679 | 9,663 | 0.0% | 0.0% | 43 | -85,962 | -11.77% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 634,767 | 9,515 | 0.01% | 0.01% | 44 | -143,642 | -18.45% | Q1 2026 | May 08, 2026 |
| Trexquant Investment LP | History | Added to | 595,927 | 8,932 | 0.06% | 0.07% | 45 | +128,961 | 27.62% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 553,073 | 8,290 | 0.05% | 0.05% | 46 | +59,464 | 12.05% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 543,309 | 8,144 | 0.0% | 0.0% | 47 | +127,365 | 30.62% | Q1 2026 | May 15, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 519,440 | 7,786 | 0.21% | 0.0% | 48 | +518,990 | 115331.11% | Q1 2026 | May 04, 2026 |
| HRT FINANCIAL LP | History | Added to | 485,914 | 7,283 | 0.02% | 0.01% | 49 | +377,663 | 348.88% | Q1 2026 | May 14, 2026 |
| Squarepoint Ops LLC | History | Added to | 478,803 | 7,177 | 0.01% | 0.0% | 50 | +265,641 | 124.62% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 450,820 | 6,757 | 0.01% | 0.01% | 51 | -48,619 | -9.73% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 430,594 | 6,454 | 0.0% | 0.0% | 52 | +38,668 | 9.87% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 362,545 | 5,434 | 0.01% | — | 53 | +362,545 | New | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 350,082 | 5,247 | 0.01% | 0.01% | 54 | +11,341 | 3.35% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Reduced | 333,949 | 5,005 | 0.03% | 0.05% | 55 | -232,898 | -41.09% | Q1 2026 | May 07, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 327,138 | 4,903 | 0.01% | 0.01% | 56 | -24,579 | -6.99% | Q1 2026 | May 15, 2026 |
| CSM Advisors, LLC | History | Added to | 325,176 | 4,874 | 0.12% | 0.02% | 57 | +283,504 | 680.32% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 315,169 | 4,724 | 0.01% | 0.01% | 58 | +35,135 | 12.55% | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Added to | 299,707 | 4,492 | 0.0% | 0.0% | 59 | +8,700 | 2.99% | Q1 2026 | May 07, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 291,512 | 4,369 | 0.02% | 0.01% | 60 | +82,453 | 39.44% | Q1 2026 | May 14, 2026 |
| Robertson Stephens Wealth Management, LLC | History | Reduced | 264,669 | 3,967 | 0.11% | 0.18% | 61 | -132,739 | -33.4% | Q1 2026 | Apr 28, 2026 |
| Vision Capital Corp | History | Added to | 261,995 | 3,927 | 0.99% | 1.83% | 62 | +22,429 | 9.36% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | New | 255,019 | 3,822 | 0.07% | — | 63 | +255,019 | New | Q1 2026 | May 15, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 243,952 | 3,656 | 0.01% | 0.01% | 64 | -65,326 | -21.12% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 242,571 | 3,636 | 0.0% | 0.0% | 65 | -227,779 | -48.43% | Q1 2026 | May 13, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 226,955 | 3,402 | 0.03% | 0.03% | 66 | +10,547 | 4.87% | Q1 2026 | May 14, 2026 |
| SIRIOS CAPITAL MANAGEMENT L P | History | New | 218,191 | 3,270 | 0.4% | — | 67 | +218,191 | New | Q1 2026 | May 15, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 207,524 | 3,110 | 0.04% | 0.05% | 68 | -8,437 | -3.91% | Q1 2026 | May 22, 2026 |
| Creative Planning | History | Added to | 205,236 | 3,076 | 0.0% | 0.0% | 69 | +111,698 | 119.41% | Q1 2026 | May 12, 2026 |
| PDT Partners, LLC | History | Reduced | 197,577 | 2,961 | 0.18% | 0.45% | 70 | -201,587 | -50.5% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 196,770 | 2,949 | 0.0% | 0.0% | 71 | -16,049 | -7.54% | Q1 2026 | May 12, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 168,887 | 2,928 | 0.0% | 0.0% | 72 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | Reduced | 192,418 | 2,884 | 0.0% | 0.02% | 73 | -889,244 | -82.21% | Q1 2026 | May 11, 2026 |
| CM Management, LLC | History | No change | 190,000 | 2,848 | 2.38% | 2.78% | 74 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 182,913 | 2,742 | 0.0% | 0.0% | 75 | +26,337 | 16.82% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 177,104 | 2,654 | 0.0% | 0.0% | 76 | +36,365 | 25.84% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 175,646 | 2,632 | 0.0% | 0.0% | 77 | +3,631 | 2.11% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 174,362 | 2,613 | 0.0% | 0.0% | 78 | -236,582 | -57.57% | Q1 2026 | May 12, 2026 |
| MARSHALL WACE, LLP | History | Added to | 168,765 | 2,529 | 0.0% | 0.0% | 79 | +150,965 | 848.12% | Q1 2026 | May 14, 2026 |
| Edge Wealth Management LLC | History | Added to | 167,553 | 2,511 | 0.43% | 0.51% | 80 | +5 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Greenland Capital Management LP | History | Added to | 160,000 | 2,398 | 0.3% | 0.11% | 81 | +99,829 | 165.91% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 158,200 | 2,371 | 0.0% | 0.0% | 82 | -12,600 | -7.38% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | New | 149,049 | 2,234 | 0.06% | — | 83 | +149,049 | New | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 148,256 | 2,222 | 0.03% | — | 84 | +148,256 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 126,500 | 2,193 | 0.0% | 0.0% | 85 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 141,776 | 2,125 | 0.0% | — | 86 | +141,776 | New | Q1 2026 | May 08, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 141,598 | 2,122 | 0.0% | 0.0% | 87 | -272,542 | -65.81% | Q1 2026 | May 15, 2026 |
| GLOBEFLEX CAPITAL L P | History | No change | 136,441 | 2,045 | 0.31% | 0.36% | 88 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quinn Opportunity Partners LLC | History | Reduced | 135,280 | 2,027 | 0.11% | 0.1% | 89 | -7,500 | -5.25% | Q1 2026 | May 15, 2026 |
| Tranquility Partners, LLC | History | Added to | 126,517 | 1,896 | 0.72% | 0.79% | 90 | +551 | 0.44% | Q1 2026 | Apr 20, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 122,020 | 1,829 | 0.0% | 0.0% | 91 | +1,982 | 1.65% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 121,214 | 1,816 | 0.0% | 0.0% | 92 | -23,791 | -16.41% | Q1 2026 | May 08, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 119,172 | 1,786 | 0.02% | 0.02% | 93 | -26,710 | -18.31% | Q1 2026 | May 13, 2026 |
| LPL Financial LLC | History | Reduced | 114,573 | 1,717 | 0.0% | 0.0% | 94 | -15,926 | -12.2% | Q1 2026 | May 06, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 114,538 | 1,716 | 0.0% | 0.0% | 95 | -127,002 | -52.58% | Q1 2026 | May 11, 2026 |
| Inspire Investing, LLC | History | New | 110,288 | 1,653 | 0.14% | — | 96 | +110,288 | New | Q1 2026 | Apr 23, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 104,550 | 1,567 | 0.46% | 0.55% | 97 | -2,292 | -2.15% | Q1 2026 | May 05, 2026 |
| Quantinno Capital Management LP | History | Added to | 103,590 | 1,552 | 0.0% | 0.0% | 98 | +66,491 | 179.23% | Q1 2026 | May 15, 2026 |
| Fieldview Capital Management, LLC | History | New | 102,098 | 1,530 | 0.45% | — | 99 | +102,098 | New | Q1 2026 | May 14, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 101,221 | 1,517 | 0.01% | 0.01% | 100 | -42,084 | -29.37% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Added to | 101,059 | 1,514 | 0.13% | 0.05% | 101 | +38,336 | 61.12% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 99,555 | 1,492 | 0.0% | 0.0% | 102 | +17,853 | 21.85% | Q1 2026 | May 04, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Added to | 90,699 | 1,462 | 0.08% | 0.11% | 103 | +241 | 0.27% | Q1 2026 | May 15, 2026 |
| Knights of Columbus Asset Advisors LLC | History | Reduced | 90,194 | 1,352 | 0.08% | 0.09% | 104 | -425 | -0.47% | Q1 2026 | May 11, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 89,847 | 1,346 | 0.0% | 0.0% | 105 | +50,966 | 131.08% | Q1 2026 | May 13, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Added to | 87,815 | 1,316 | 0.01% | 0.01% | 106 | +13,215 | 17.71% | Q1 2026 | Apr 16, 2026 |
| OSTRUM ASSET MANAGEMENT | History | Added to | 87,815 | 1,316 | 0.07% | 0.06% | 107 | +13,215 | 17.71% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 87,430 | 1,310 | 0.0% | 0.0% | 108 | +132 | 0.15% | Q1 2026 | May 14, 2026 |
| EFG International AG | History | No change | 87,241 | 1,309 | 0.03% | 0.03% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ASHTON THOMAS SECURITIES, LLC | History | Added to | 85,922 | 1,287 | 0.16% | 0.28% | 110 | +186 | 0.22% | Q1 2026 | May 18, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 85,000 | 1,274 | 0.0% | 0.01% | 111 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| AlphaQuest LLC | History | No change | 71,998 | 1,248 | 0.07% | 0.07% | 112 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Engineers Gate Manager LP | History | Reduced | 83,184 | 1,246 | 0.02% | 0.02% | 113 | -7,102 | -7.87% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 82,574 | 1,237 | 0.01% | 0.01% | 114 | +891 | 1.09% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 78,673 | 1,179 | 0.0% | 0.0% | 115 | -4,171 | -5.03% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 73,948 | 1,108 | 0.01% | 0.02% | 116 | -50,622 | -40.64% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 72,536 | 1,087 | 0.0% | 0.0% | 117 | +49 | 0.07% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 71,985 | 1,079 | 0.02% | — | 118 | +71,985 | New | Q1 2026 | Apr 27, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 71,158 | 1,066 | 0.0% | 0.0% | 119 | +2,361 | 3.43% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 71,011 | 1,057 | 0.0% | 0.0% | 120 | +7,282 | 11.43% | Q1 2026 | May 05, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 70,190 | 1,052 | 0.0% | 0.0% | 121 | +46,770 | 199.7% | Q1 2026 | Apr 30, 2026 |
| RBF Capital, LLC | History | Reduced | 70,000 | 1,049 | 0.05% | 0.07% | 122 | -25,000 | -26.32% | Q1 2026 | May 18, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 69,637 | 1,044 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Gotham Asset Management, LLC | History | Added to | 64,889 | 972 | 0.0% | 0.0% | 124 | +46,890 | 260.51% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 63,359 | 949 | 0.0% | — | 125 | +63,359 | New | Q1 2026 | May 08, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 61,153 | 916 | 0.0% | 0.0% | 126 | -6,950 | -10.21% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 60,333 | 904 | 0.0% | 0.01% | 127 | -348,641 | -85.25% | Q1 2026 | Apr 16, 2026 |
| KDK Private Wealth Management, LLC | History | No change | 60,000 | 899 | 0.82% | 0.91% | 128 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Reduced | 58,787 | 881 | 0.0% | 0.0% | 129 | -3,972 | -6.33% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 57,926 | 868 | 0.0% | 0.0% | 130 | +21,345 | 58.35% | Q1 2026 | May 12, 2026 |
| Access Investment Management LLC | History | No change | 57,598 | 863 | 0.23% | 0.29% | 131 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 52,165 | 781 | 0.04% | 0.03% | 132 | +14,588 | 38.82% | Q1 2026 | May 15, 2026 |
| ALLSTATE CORP | History | New | 51,892 | 777 | 0.01% | — | 133 | +51,892 | New | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 51,381 | 770 | 0.01% | 0.01% | 134 | -36,225 | -41.35% | Q1 2026 | May 08, 2026 |
| Legato Capital Management LLC | History | Added to | 49,593 | 743 | 0.07% | 0.05% | 135 | +19,418 | 64.35% | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | Added to | 49,593 | 743 | 0.13% | 0.11% | 136 | +19,418 | 64.35% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 48,398 | 725 | 0.0% | 0.0% | 137 | -3,944 | -7.54% | Q1 2026 | May 13, 2026 |
| Handelsbanken Fonder AB | History | No change | 48,117 | 721 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BAILARD, INC. | History | Added to | 43,501 | 652 | 0.01% | 0.02% | 139 | +400 | 0.93% | Q1 2026 | May 11, 2026 |
| Corient Private Wealth LLC | History | New | 43,197 | 647 | 0.0% | — | 140 | +43,197 | New | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 42,918 | 645 | 0.0% | 0.0% | 141 | -4,396 | -9.29% | Q1 2026 | Apr 30, 2026 |
| BARCLAYS PLC | History | Reduced | 41,592 | 623 | 0.0% | 0.0% | 142 | -191,672 | -82.17% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Added to | 41,607 | 623 | 0.0% | 0.0% | 143 | +415 | 1.01% | Q1 2026 | May 01, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 41,240 | 618 | 0.01% | 0.01% | 144 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 40,000 | 599 | 0.06% | 0.06% | 145 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 39,259 | 588 | 0.0% | — | 146 | +39,259 | New | Q1 2026 | May 08, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 39,197 | 587 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Voleon Capital Management LP | History | Reduced | 37,267 | 558 | 0.01% | 0.03% | 148 | -31,221 | -45.59% | Q1 2026 | May 15, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Added to | 36,817 | 551 | 0.01% | 0.01% | 149 | +22,652 | 159.92% | Q1 2026 | May 15, 2026 |
| Zuckerman Investment Group, LLC | History | No change | 36,250 | 543 | 0.05% | 0.06% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 33,604 | 503 | 0.0% | 0.0% | 151 | -83,112 | -71.21% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 33,305 | 499 | 0.0% | 0.0% | 152 | +1,800 | 5.71% | Q1 2026 | Apr 29, 2026 |
| HighTower Advisors, LLC | History | Reduced | 33,275 | 498 | 0.0% | 0.0% | 153 | -7,863 | -19.11% | Q1 2026 | May 05, 2026 |
| Vident Advisory, LLC | History | Reduced | 33,138 | 496 | 0.0% | 0.01% | 154 | -1,562 | -4.5% | Q1 2026 | May 14, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 30,452 | 456 | 0.0% | 0.0% | 155 | +6,949 | 29.57% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 29,983 | 449 | 0.0% | 0.0% | 156 | +6,164 | 25.88% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 28,923 | 433 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 28,238 | 423 | 0.0% | 0.0% | 158 | -46,444 | -62.19% | Q1 2026 | Apr 30, 2026 |
| L.K. Benson & Company, P.C. | History | No change | 28,254 | 423 | 0.14% | 0.25% | 159 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 27,949 | 418 | 0.0% | — | 160 | +27,949 | New | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 28,442 | 416 | 0.0% | 0.0% | 161 | -10,913 | -27.73% | Q1 2026 | Apr 08, 2026 |
| STRS OHIO | History | No change | 26,100 | 391 | 0.0% | 0.0% | 162 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 25,660 | 384 | 0.0% | 0.0% | 163 | -3,008 | -10.49% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 25,508 | 382 | 0.02% | 0.01% | 164 | +12,556 | 96.94% | Q1 2026 | May 13, 2026 |
| CWC Advisors, LLC. | History | Reduced | 24,691 | 370 | 0.18% | 0.22% | 165 | -1,136 | -4.4% | Q1 2026 | Apr 16, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Reduced | 23,834 | 357 | 0.0% | 0.0% | 166 | -324 | -1.34% | Q1 2026 | May 11, 2026 |
| nVerses Capital, LLC | History | New | 23,028 | 345 | 0.31% | — | 167 | +23,028 | New | Q1 2026 | May 13, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Added to | 22,963 | 344 | 0.0% | 0.0% | 168 | +8,668 | 60.64% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 22,022 | 330 | 0.0% | 0.0% | 169 | -85,134 | -79.45% | Q1 2026 | May 15, 2026 |
| ProShare Advisors LLC | History | Reduced | 22,023 | 330 | 0.0% | 0.0% | 170 | -5,041 | -18.63% | Q1 2026 | Apr 24, 2026 |
| TWINBEECH CAPITAL LP | History | Reduced | 21,609 | 323 | 0.03% | 0.16% | 171 | -109,489 | -83.52% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 21,160 | 317 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Counterpoint Mutual Funds LLC | History | New | 21,005 | 314 | 0.05% | — | 173 | +21,005 | New | Q1 2026 | Apr 27, 2026 |
| Amundi | History | New | 20,327 | 304 | 0.0% | — | 174 | +20,327 | New | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | New | 19,963 | 299 | 0.09% | — | 175 | +19,963 | New | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | New | 19,747 | 296 | 0.0% | — | 176 | +19,747 | New | Q1 2026 | May 14, 2026 |
| Callan Family Office, LLC | History | Added to | 19,675 | 294 | 0.01% | 0.01% | 177 | +365 | 1.89% | Q1 2026 | May 13, 2026 |
| State of Wyoming | History | Added to | 19,500 | 292 | 0.03% | 0.04% | 178 | +567 | 2.99% | Q1 2026 | May 13, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 18,637 | 279 | 0.0% | 0.0% | 179 | -16,579 | -47.08% | Q1 2026 | May 14, 2026 |
| Neuberger Berman Group LLC | History | Added to | 18,486 | 277 | 0.0% | 0.0% | 180 | +1,300 | 7.56% | Q1 2026 | May 14, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 16,940 | 253 | 0.0% | 0.0% | 181 | -268 | -1.56% | Q1 2026 | May 15, 2026 |
| Prime Capital Investment Advisors, LLC | History | Added to | 16,915 | 253 | 0.0% | 0.0% | 182 | +32 | 0.19% | Q1 2026 | May 08, 2026 |
| Man Group plc | History | Added to | 16,873 | 252 | 0.0% | 0.0% | 183 | +6,537 | 63.24% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 16,724 | 250 | 0.0% | 0.0% | 184 | +1,471 | 9.64% | Q1 2026 | May 08, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 16,484 | 248 | 0.0% | 0.0% | 185 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Wealthspire Advisors, LLC | History | New | 16,499 | 247 | 0.0% | — | 186 | +16,499 | New | Q1 2026 | May 01, 2026 |
| Sun Group Wealth Partners | History | New | 16,414 | 246 | 0.19% | — | 188 | +16,414 | New | Q1 2026 | May 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 16,381 | 246 | 0.0% | 0.0% | 187 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Added to | 16,258 | 243 | 0.0% | 0.0% | 189 | +1,073 | 7.07% | Q1 2026 | May 04, 2026 |
| Jain Global LLC | History | Reduced | 16,192 | 242 | 0.0% | 0.01% | 190 | -159,132 | -90.76% | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 15,665 | 234 | 0.1% | — | 191 | +15,665 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 15,310 | 231 | 0.0% | 0.0% | 192 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Added to | 15,395 | 225 | 0.04% | 0.04% | 193 | +906 | 6.25% | Q1 2026 | May 12, 2026 |
| Graham Capital Management, L.P. | History | Reduced | 14,818 | 222 | 0.01% | 0.01% | 194 | -14,393 | -49.27% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 14,721 | 220 | 0.0% | 0.0% | 195 | +13,490 | 1095.86% | Q1 2026 | May 14, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 14,623 | 219 | 0.0% | 0.0% | 196 | +361 | 2.53% | Q1 2026 | May 12, 2026 |
| Numerai GP LLC | History | Reduced | 14,576 | 218 | 0.02% | 0.04% | 197 | -4,687 | -24.33% | Q1 2026 | May 15, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 14,351 | 215 | 0.0% | 0.0% | 198 | -7,000 | -32.79% | Q1 2026 | May 15, 2026 |
| XPONANCE LLC | History | Added to | 14,310 | 214 | 0.0% | 0.0% | 199 | +2,711 | 23.37% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 14,250 | 213 | 0.0% | 0.0% | 200 | +1,271 | 9.79% | Q1 2026 | May 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Added to | 14,146 | 212 | 0.0% | 0.0% | 201 | +14,070 | 18513.16% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 13,648 | 205 | 0.0% | 0.0% | 202 | -563 | -3.96% | Q1 2026 | Apr 27, 2026 |
| Vestcor Inc | History | New | 13,613 | 204 | 0.01% | — | 205 | +13,613 | New | Q1 2026 | May 12, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 13,647 | 204 | 0.01% | 0.0% | 203 | +9,348 | 217.45% | Q1 2026 | May 15, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 13,671 | 204 | 0.0% | 0.01% | 204 | -7,052 | -34.03% | Q1 2026 | May 04, 2026 |
| Focus Partners Wealth | History | Reduced | 12,986 | 194 | 0.0% | 0.0% | 206 | -895 | -6.45% | Q1 2026 | May 14, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | New | 12,639 | 189 | 0.0% | — | 207 | +12,639 | New | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 10,536 | 182 | 0.0% | 0.0% | 208 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Blackstone Inc. | History | New | 12,105 | 181 | 0.0% | — | 209 | +12,105 | New | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 12,022 | 180 | 0.01% | 0.01% | 210 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| 9823 Capital, L.P. | History | New | 11,817 | 177 | 0.13% | — | 211 | +11,817 | New | Q1 2026 | May 15, 2026 |
| DGS Capital Management, LLC | History | New | 11,632 | 174 | 0.03% | — | 212 | +11,632 | New | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 11,586 | 173 | 0.0% | 0.0% | 213 | +3,426 | 41.99% | Q1 2026 | May 14, 2026 |
| R Squared Ltd | History | New | 11,271 | 168 | 0.09% | — | 214 | +11,271 | New | Q1 2026 | Apr 29, 2026 |
| TWO SIGMA SECURITIES, LLC | History | New | 10,720 | 160 | 0.02% | — | 216 | +10,720 | New | Q1 2026 | May 15, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 10,715 | 160 | 0.0% | 0.0% | 215 | +122 | 1.15% | Q1 2026 | Apr 23, 2026 |
| Morse Asset Management, Inc | History | New | 10,500 | 157 | 0.03% | — | 217 | +10,500 | New | Q1 2026 | May 14, 2026 |
| CIBC Bancorp USA Inc. | History | New | 10,467 | 156 | 0.0% | — | 219 | +10,467 | New | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 10,410 | 156 | 0.0% | 0.0% | 218 | +129 | 1.25% | Q1 2026 | Apr 30, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 10,281 | 154 | 0.0% | 0.01% | 220 | -3,241 | -23.97% | Q1 2026 | May 14, 2026 |
| DnB Asset Management AS | History | New | 10,233 | 153 | 0.0% | — | 222 | +10,233 | New | Q1 2026 | May 14, 2026 |
| Emergent Wealth Advisors, LLC | History | Reduced | 10,252 | 153 | 0.09% | 0.11% | 221 | -927 | -8.29% | Q1 2026 | Apr 07, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 10,063 | 150 | 0.0% | 0.0% | 223 | -2 | -0.02% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 9,104 | 136 | 0.0% | 0.0% | 224 | +8,385 | 1166.2% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 8,980 | 134 | 0.0% | 0.0% | 225 | +8,883 | 9157.73% | Q1 2026 | May 01, 2026 |
| State of Alaska, Department of Revenue | History | No change | 8,833 | 132 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Freestone Grove Partners LP | History | New | 8,583 | 128 | 0.0% | — | 227 | +8,583 | New | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Added to | 8,452 | 126 | 0.0% | 0.0% | 228 | +434 | 5.41% | Q1 2026 | May 06, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 5,953 | 89 | 0.0% | 0.0% | 229 | +169 | 2.92% | Q1 2026 | May 07, 2026 |
| KBC Group NV | History | No change | 5,707 | 86 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 5,034 | 75 | 0.0% | 0.0% | 231 | -3,502 | -41.03% | Q1 2026 | Apr 22, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 4,870 | 73 | 0.01% | 0.0% | 233 | +4,086 | 521.17% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 4,215 | 73 | 0.0% | 0.0% | 232 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 4,583 | 67 | 0.0% | 0.0% | 234 | -104 | -2.22% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Reduced | 3,924 | 58 | 0.0% | 0.0% | 235 | -185 | -4.5% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 3,007 | 52 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bayforest Capital Ltd | History | Reduced | 3,420 | 51 | 0.06% | 0.06% | 237 | -1,567 | -31.42% | Q1 2026 | Apr 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 3,376 | 50 | 0.01% | 0.01% | 238 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Advisory Services Network, LLC | History | New | 2,945 | 44 | 0.0% | — | 240 | +2,945 | New | Q1 2026 | May 15, 2026 |
| Ancora Advisors LLC | History | No change | 3,000 | 44 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 2,686 | 42 | 0.0% | 0.0% | 241 | +858 | 46.94% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 2,766 | 41 | 0.0% | 0.0% | 242 | +90 | 3.36% | Q1 2026 | Apr 07, 2026 |
| Keating Financial Advisory Services, Inc. | History | Reduced | 2,571 | 38 | 0.01% | 0.01% | 243 | -160 | -5.86% | Q1 2026 | May 15, 2026 |
| ATWOOD & PALMER INC | History | No change | 2,424 | 36 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,322 | 34 | 0.0% | 0.0% | 245 | +1,822 | 364.4% | Q1 2026 | May 08, 2026 |
| CULLEN/FROST BANKERS, INC. | History | Added to | 2,205 | 33 | 0.0% | 0.0% | 246 | +132 | 6.37% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,239 | 33 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 2,035 | 30 | 0.0% | 0.0% | 248 | +185 | 10.0% | Q1 2026 | May 14, 2026 |
| Princeton Global Asset Management LLC | History | No change | 2,000 | 29 | 0.0% | 0.01% | 249 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,921 | 28 | 0.0% | 0.0% | 250 | -61 | -3.08% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,864 | 27 | 0.0% | 0.0% | 251 | +537 | 40.47% | Q1 2026 | Apr 07, 2026 |
| Millstone Evans Group, LLC | History | Added to | 1,646 | 24 | 0.01% | 0.0% | 253 | +1,293 | 366.29% | Q1 2026 | Apr 30, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,620 | 24 | 0.0% | 0.0% | 252 | -94 | -5.48% | Q1 2026 | May 06, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,474 | 22 | 0.0% | 0.0% | 254 | +273 | 22.73% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,433 | 21 | 0.0% | 0.0% | 255 | -9,670 | -87.09% | Q1 2026 | Apr 13, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 1,436 | 21 | 0.01% | 0.01% | 256 | +70 | 5.12% | Q1 2026 | May 01, 2026 |
| Larson Financial Group LLC | History | Reduced | 1,271 | 19 | 0.0% | 0.0% | 258 | -649 | -33.8% | Q1 2026 | May 15, 2026 |
| Kimelman & Baird, LLC | History | No change | 1,273 | 19 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | New | 1,229 | 18 | 0.0% | — | 259 | +1,229 | New | Q1 2026 | Apr 30, 2026 |
| LRI Investments, LLC | History | No change | 1,048 | 15 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Triumph Capital Management | History | No change | 1,000 | 14 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 854 | 12 | 0.0% | 0.0% | 262 | +357 | 71.83% | Q1 2026 | Apr 24, 2026 |
| Versant Capital Management, Inc | History | Added to | 768 | 11 | 0.0% | 0.0% | 264 | +495 | 181.32% | Q1 2026 | Apr 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 765 | 11 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 752 | 10 | 0.0% | — | 265 | +752 | New | Q1 2026 | May 15, 2026 |
| Legend Capital Advisors LLC | History | New | 680 | 10 | 0.01% | — | 266 | +680 | New | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Added to | 618 | 9 | 0.0% | 0.0% | 267 | +42 | 7.29% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 515 | 7 | 0.0% | 0.0% | 269 | +195 | 60.94% | Q1 2026 | May 14, 2026 |
| EASTERN BANK | History | No change | 522 | 7 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Stephens Consulting, LLC | History | No change | 417 | 7 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q4 2025 | Jan 13, 2026 |
| WealthCollab, LLC | History | No change | 415 | 6 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 344 | 5 | 0.0% | 0.0% | 273 | +36 | 11.69% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | No change | 345 | 5 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 354 | 5 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 311 | 4 | 0.0% | 0.0% | 275 | +98 | 46.01% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Reduced | 308 | 4 | 0.0% | 0.0% | 277 | -10 | -3.14% | Q1 2026 | May 07, 2026 |
| WHITTIER TRUST CO | History | No change | 340 | 4 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Covestor Ltd | History | Added to | 219 | 3 | 0.0% | — | 279 | +210 | 2333.33% | Q1 2026 | May 05, 2026 |
| WPG Advisers, LLC | History | Reduced | 263 | 3 | 0.0% | 0.0% | 280 | -112 | -29.87% | Q1 2026 | Apr 29, 2026 |
| CENTRAL TRUST Co | History | No change | 209 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| PRIVATE TRUST CO NA | History | No change | 189 | 2 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 197 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| CVA Family Office, LLC | History | New | 116 | 1 | 0.0% | — | 291 | +116 | New | Q1 2026 | Apr 29, 2026 |
| Retirement Wealth Solutions LLC | History | Reduced | 116 | 1 | 0.0% | 0.0% | 287 | -84 | -42.0% | Q1 2026 | Apr 07, 2026 |
| Marquette Asset Management, LLC | History | New | 67 | 1 | 0.0% | — | 290 | +67 | New | Q1 2026 | Apr 23, 2026 |
| Fortitude Family Office, LLC | History | Added to | 91 | 1 | 0.0% | — | 286 | +57 | 167.65% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 114 | 1 | 0.0% | 0.0% | 283 | -23 | -16.79% | Q1 2026 | Apr 20, 2026 |
| Essential Partners LLC | History | Reduced | 133 | 1 | 0.0% | 0.0% | 289 | -3 | -2.21% | Q1 2026 | May 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 100 | 1 | 0.0% | 0.0% | 284 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CoreCap Advisors, LLC | History | No change | 105 | 1 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 118 | 1 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.04% | — | -2,039,976 | -100.0% | Q1 2026 | May 15, 2026 |
| Assenagon Asset Management S.A. | History | Closed out | 0 | 0 | — | 0.04% | — | -1,604,326 | -100.0% | Q1 2026 | Apr 20, 2026 |
| FJ Capital Management LLC | History | Closed out | 0 | 0 | — | 0.8% | — | -418,973 | -100.0% | Q1 2026 | May 15, 2026 |
| Cinctive Capital Management LP | History | Closed out | 0 | 0 | — | 0.27% | — | -287,140 | -100.0% | Q1 2026 | May 15, 2026 |
| LBP AM SA | History | Closed out | 0 | 0 | — | 0.06% | — | -284,863 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Brummer Multi-Strategy AB | History | Closed out | 0 | 0 | — | 21.01% | — | -200,493 | -100.0% | Q1 2026 | May 06, 2026 |
| Oliver Luxxe Assets LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -109,427 | -100.0% | Q1 2026 | Apr 08, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -74,498 | -100.0% | Q1 2026 | May 14, 2026 |
| Nicholas Investment Partners, LP | History | Closed out | 0 | 0 | — | 0.09% | — | -70,232 | -100.0% | Q1 2026 | May 15, 2026 |