Intellia Therapeutics, Inc. - NTLA
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| ARK Investment Management LLC | History | Added to | 14,509,247 | 186,008 | 1.45% | 0.85% | 1 | +301,923 | 2.13% | Q1 2026 | May 12, 2026 |
| BlackRock, Inc. | History | Added to | 12,155,806 | 155,837 | 0.0% | 0.0% | 2 | +1,878,957 | 18.28% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 13,010,001 | 116,959 | 0.0% | 0.0% | 3 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| STATE STREET CORP | History | Added to | 6,922,676 | 88,748 | 0.0% | 0.0% | 4 | +503,840 | 7.85% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,223,325 | 79,783 | 0.0% | — | 5 | +6,223,325 | New | Q1 2026 | May 08, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 5,728,177 | 73,435 | 0.04% | 0.03% | 6 | +314,013 | 5.8% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,084,105 | 65,178 | 0.0% | — | 7 | +5,084,105 | New | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 4,705,901 | 60,329 | 0.05% | 0.03% | 8 | +2,007,163 | 74.37% | Q1 2026 | May 15, 2026 |
| REGENERON PHARMACEUTICALS, INC. | History | No change | 3,702,995 | 47,472 | 99.14% | 98.49% | 9 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| UBS Group AG | History | Added to | 3,258,258 | 41,770 | 0.01% | 0.0% | 10 | +2,020,522 | 163.24% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,851,472 | 36,563 | 0.0% | 0.0% | 11 | +155,285 | 5.76% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 2,702,665 | 34,648 | 0.0% | 0.0% | 12 | +814,300 | 43.12% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,318,110 | 29,708 | 0.01% | 0.0% | 13 | +386,261 | 19.99% | Q1 2026 | May 07, 2026 |
| MORGAN STANLEY | History | Reduced | 2,081,397 | 26,683 | 0.0% | 0.0% | 14 | -246,455 | -10.59% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 2,067,222 | 26,501 | 0.0% | 0.0% | 15 | +307,324 | 17.46% | Q1 2026 | May 15, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 1,973,061 | 25,294 | 0.02% | 0.01% | 16 | -219,400 | -10.01% | Q1 2026 | Apr 30, 2026 |
| Amova Asset Management Americas, Inc. | History | Reduced | 1,973,061 | 25,274 | 0.36% | 0.23% | 17 | -219,400 | -10.01% | Q1 2026 | May 07, 2026 |
| Contrarius Group Holdings Ltd | History | Added to | 1,911,839 | 24,509 | 1.39% | 0.31% | 18 | +1,197,359 | 167.58% | Q1 2026 | May 11, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | Added to | 1,781,063 | 22,833 | 0.12% | 0.07% | 19 | +743,145 | 71.6% | Q1 2026 | May 12, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 2,346,317 | 21,093 | 0.04% | 0.04% | 20 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,628,241 | 20,874 | 0.0% | 0.0% | 21 | +172,622 | 11.86% | Q1 2026 | May 15, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 1,611,534 | 20,659 | 0.08% | 0.05% | 22 | -125,916 | -7.25% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 1,397,243 | 17,912 | 0.01% | — | 23 | +1,397,243 | New | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,381,703 | 17,713 | 0.0% | 0.0% | 24 | +139,325 | 11.21% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 1,351,057 | 17,320 | 0.0% | 0.0% | 25 | +449,286 | 49.82% | Q1 2026 | May 12, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 1,117,641 | 14,328 | 0.0% | 0.0% | 26 | -1,020,309 | -47.72% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 1,012,706 | 12,982 | 0.01% | 0.01% | 27 | +81,315 | 8.73% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 966,293 | 12,387 | 0.0% | 0.0% | 28 | +93,714 | 10.74% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 941,285 | 12,067 | 0.0% | 0.0% | 29 | -4,471 | -0.47% | Q1 2026 | May 15, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Added to | 796,622 | 10,212 | 0.05% | 0.01% | 30 | +401,596 | 101.66% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 748,636 | 9,597 | 0.02% | 0.01% | 31 | +488,927 | 188.26% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 748,103 | 9,590 | 0.0% | — | 32 | +748,103 | New | Q1 2026 | May 08, 2026 |
| IQ EQ FUND MANAGEMENT (IRELAND) Ltd | History | Reduced | 724,286 | 9,285 | 0.71% | 0.45% | 33 | -7,135 | -0.98% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 630,529 | 8,083 | 0.0% | 0.0% | 34 | +316,834 | 101.0% | Q1 2026 | May 15, 2026 |
| Marex Group plc | History | Reduced | 623,600 | 7,994 | 0.05% | 0.04% | 35 | -1 | 0.0% | Q1 2026 | May 13, 2026 |
| Caption Management, LLC | History | Added to | 584,900 | 7,498 | 0.04% | 0.01% | 36 | +474,900 | 431.73% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 579,430 | 7,428 | 0.0% | 0.0% | 37 | -11,847 | -2.0% | Q1 2026 | May 12, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 576,930 | 7,396 | 0.0% | 0.0% | 38 | +175,269 | 43.64% | Q1 2026 | May 14, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 550,144 | 7,052 | 0.08% | 0.05% | 39 | +106,217 | 23.93% | Q1 2026 | May 15, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 535,000 | 6,858 | 0.0% | 0.0% | 40 | -306,800 | -36.45% | Q1 2026 | May 14, 2026 |
| HRT FINANCIAL LP | History | Reduced | 525,137 | 6,731 | 0.02% | 0.02% | 41 | -239,753 | -31.34% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 548,491 | 6,389 | 0.0% | 0.0% | 42 | -195,207 | -26.25% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Added to | 474,549 | 6,083 | 0.01% | 0.01% | 43 | +10,364 | 2.23% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 465,499 | 5,968 | 0.0% | 0.0% | 44 | +426,121 | 1082.13% | Q1 2026 | May 15, 2026 |
| Birchview Capital, LP | History | Added to | 445,400 | 5,710 | 3.25% | 1.66% | 45 | +130,000 | 41.22% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 434,753 | 5,573 | 0.0% | 0.0% | 46 | +1,463 | 0.34% | Q1 2026 | May 12, 2026 |
| HIMENSION CAPITAL (SINGAPORE) PTE. LTD. | History | Reduced | 429,540 | 5,506 | 0.42% | 0.32% | 47 | -149,022 | -25.76% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 368,617 | 4,725 | 0.01% | 0.01% | 48 | +13,670 | 3.85% | Q1 2026 | May 11, 2026 |
| Casdin Capital, LLC | History | New | 355,000 | 4,551 | 0.34% | — | 49 | +355,000 | New | Q1 2026 | May 15, 2026 |
| ARMISTICE CAPITAL, LLC | History | Reduced | 336,000 | 4,307 | 0.08% | 0.12% | 50 | -820,000 | -70.93% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 333,897 | 4,280 | 0.0% | 0.0% | 51 | -99,845 | -23.02% | Q1 2026 | May 11, 2026 |
| Bank of New York Mellon Corp | History | Added to | 328,000 | 4,204 | 0.0% | 0.0% | 52 | +13,798 | 4.39% | Q1 2026 | May 05, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 297,011 | 3,807 | 0.0% | 0.0% | 53 | +272,911 | 1132.41% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 283,958 | 3,640 | 0.0% | 0.0% | 54 | +44,711 | 18.69% | Q1 2026 | May 13, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 261,864 | 3,357 | 0.02% | 0.02% | 55 | -51,821 | -16.52% | Q1 2026 | Apr 21, 2026 |
| Opaleye Management Inc. | History | New | 245,000 | 3,140 | 0.41% | — | 56 | +245,000 | New | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 240,817 | 3,087 | 0.0% | 0.0% | 57 | +8,085 | 3.47% | Q1 2026 | Apr 30, 2026 |
| Canal Insurance CO | History | Added to | 230,000 | 2,949 | 0.63% | 0.22% | 58 | +130,000 | 130.0% | Q1 2026 | May 04, 2026 |
| Swiss National Bank | History | Added to | 217,800 | 2,792 | 0.0% | 0.0% | 59 | +16,800 | 8.36% | Q1 2026 | May 07, 2026 |
| Squarepoint Ops LLC | History | Added to | 209,983 | 2,691 | 0.0% | 0.0% | 60 | +53,948 | 34.57% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 208,301 | 2,670 | 0.0% | 0.0% | 61 | +16,951 | 8.86% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | No change | 200,998 | 2,576 | 0.01% | 0.01% | 62 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| DIADEMA PARTNERS LP | History | Reduced | 200,000 | 2,564 | 0.44% | 0.82% | 63 | -329,300 | -62.21% | Q1 2026 | May 15, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 199,758 | 2,560 | 0.01% | 0.01% | 64 | -15,670 | -7.27% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 186,781 | 2,394 | 0.0% | 0.0% | 65 | +88,184 | 89.44% | Q1 2026 | May 11, 2026 |
| IMC-Chicago, LLC | History | Added to | 181,871 | 2,331 | 0.0% | 0.0% | 66 | +54,968 | 43.31% | Q1 2026 | May 05, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 178,301 | 2,286 | 0.14% | 0.18% | 67 | -54,779 | -23.5% | Q1 2026 | May 08, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 169,286 | 2,170 | 0.0% | — | 68 | +169,286 | New | Q1 2026 | May 15, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 167,807 | 2,151 | 0.05% | 0.04% | 69 | +81,234 | 93.83% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 164,186 | 2,104 | 0.0% | 0.0% | 70 | +10,689 | 6.96% | Q1 2026 | May 06, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Reduced | 159,803 | 2,048 | 0.07% | 0.05% | 71 | -6,918 | -4.15% | Q1 2026 | May 13, 2026 |
| BARCLAYS PLC | History | Reduced | 147,242 | 1,887 | 0.0% | 0.0% | 72 | -363,998 | -71.2% | Q1 2026 | May 14, 2026 |
| CREDIT AGRICOLE S A | History | New | 146,484 | 1,877 | 0.0% | — | 73 | +146,484 | New | Q1 2026 | May 15, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 145,512 | 1,865 | 0.02% | 0.02% | 74 | -3,719 | -2.49% | Q1 2026 | Apr 21, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 142,798 | 1,831 | 0.0% | 0.0% | 75 | +20,810 | 17.06% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 141,523 | 1,814 | 0.0% | 0.0% | 76 | +1,305 | 0.93% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 141,081 | 1,808 | 0.03% | — | 77 | +141,081 | New | Q1 2026 | Apr 27, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 138,259 | 1,772 | 0.0% | 0.0% | 78 | +39,253 | 39.65% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | New | 137,425 | 1,761 | 0.0% | — | 79 | +137,425 | New | Q1 2026 | May 14, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 136,588 | 1,751 | 0.0% | 0.0% | 80 | +4,123 | 3.11% | Q1 2026 | May 12, 2026 |
| Jefferies Financial Group Inc. | History | New | 133,000 | 1,705 | 0.01% | — | 81 | +133,000 | New | Q1 2026 | May 07, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 133,974 | 1,700 | 0.0% | 0.0% | 82 | +9,481 | 7.62% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 128,209 | 1,643 | 0.0% | 0.0% | 83 | +54,683 | 74.37% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 122,861 | 1,575 | 0.0% | 0.0% | 84 | +2,564 | 2.13% | Q1 2026 | May 06, 2026 |
| Engineers Gate Manager LP | History | Added to | 120,356 | 1,542 | 0.02% | 0.01% | 85 | +37,305 | 44.92% | Q1 2026 | May 15, 2026 |
| PDT Partners, LLC | History | Reduced | 116,641 | 1,495 | 0.09% | 0.07% | 86 | -4,900 | -4.03% | Q1 2026 | May 15, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 113,904 | 1,460 | 0.02% | 0.02% | 87 | -18,743 | -14.13% | Q1 2026 | May 15, 2026 |
| Havemeyer Place LP | History | Added to | 109,439 | 1,403 | 0.16% | 0.01% | 88 | +101,523 | 1282.5% | Q1 2026 | May 13, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 109,290 | 1,401 | 0.0% | 0.0% | 89 | +35,262 | 47.63% | Q1 2026 | May 04, 2026 |
| OPPENHEIMER & CO INC | History | Added to | 106,924 | 1,370 | 0.02% | 0.01% | 90 | +1,759 | 1.67% | Q1 2026 | Apr 23, 2026 |
| Elmwood Wealth Management, Inc. | History | Added to | 102,924 | 1,319 | 0.36% | 0.22% | 91 | +25,000 | 32.08% | Q1 2026 | Apr 09, 2026 |
| Aquatic Capital Management LLC | History | Added to | 95,196 | 1,220 | 0.04% | 0.02% | 92 | +21,347 | 28.91% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 94,186 | 1,207 | 0.0% | 0.0% | 93 | +375 | 0.4% | Q1 2026 | Apr 27, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 93,620 | 1,200 | 0.0% | 0.0% | 95 | -5,144 | -5.21% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 93,645 | 1,200 | 0.0% | 0.0% | 94 | -3,291 | -3.4% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 93,260 | 1,195 | 0.01% | 0.0% | 96 | +9,260 | 11.02% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 89,688 | 1,150 | 0.0% | 0.0% | 97 | +16,545 | 22.62% | Q1 2026 | Apr 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 89,223 | 1,143 | 0.0% | 0.0% | 98 | -114,853 | -56.28% | Q1 2026 | May 15, 2026 |
| PROFUND ADVISORS LLC | History | Added to | 89,055 | 1,141 | 0.04% | 0.02% | 99 | +9,391 | 11.79% | Q1 2026 | Apr 24, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 82,563 | 1,058 | 0.01% | 0.01% | 100 | +3,363 | 4.25% | Q1 2026 | May 12, 2026 |
| Orchard Capital Management, LLC | History | No change | 82,030 | 1,051 | 1.1% | 0.64% | 101 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 80,878 | 1,036 | 0.0% | — | 102 | +80,878 | New | Q1 2026 | May 08, 2026 |
| Avidity Partners Management LP | History | New | 75,000 | 1,011 | 0.23% | — | 103 | +75,000 | New | Q1 2026 | May 13, 2026 |
| Quadrature Capital Ltd | History | Reduced | 75,032 | 961 | 0.01% | 0.02% | 104 | -141,009 | -65.27% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 73,923 | 947 | 0.01% | 0.0% | 105 | +58,721 | 386.27% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | New | 73,340 | 940 | 0.01% | — | 106 | +73,340 | New | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 103,100 | 926 | 0.0% | 0.0% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 70,559 | 904 | 0.0% | 0.0% | 108 | -55,867 | -44.19% | Q1 2026 | May 15, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 75,000 | 889 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 69,324 | 888 | 0.0% | 0.0% | 110 | +6,146 | 9.73% | Q1 2026 | May 15, 2026 |
| Torrey Growth & Income Advisors | History | Added to | 70,547 | 886 | 0.37% | 0.12% | 111 | +33,608 | 90.98% | Q1 2026 | Apr 21, 2026 |
| WESBANCO BANK INC | History | No change | 64,000 | 820 | 0.02% | 0.02% | 112 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 62,509 | 801 | 0.0% | 0.0% | 113 | -12,658 | -16.84% | Q1 2026 | May 15, 2026 |
| Hudson Bay Capital Management LP | History | Reduced | 60,000 | 769 | 0.0% | 0.01% | 114 | -255,000 | -80.95% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 59,983 | 768 | 0.0% | — | 115 | +59,983 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 59,432 | 761 | 0.0% | 0.0% | 116 | +49,833 | 519.15% | Q1 2026 | May 08, 2026 |
| MetLife Investment Management, LLC | History | Added to | 59,080 | 757 | 0.0% | 0.0% | 117 | +2,474 | 4.37% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 55,117 | 706 | 0.01% | 0.0% | 118 | -144 | -0.26% | Q1 2026 | May 15, 2026 |
| Intellectus Partners, LLC | History | Added to | 54,475 | 698 | 0.14% | 0.09% | 119 | +3,350 | 6.55% | Q1 2026 | Apr 10, 2026 |
| XTX Topco Ltd | History | Added to | 53,982 | 692 | 0.01% | 0.01% | 120 | +9,219 | 20.6% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 53,795 | 689 | 0.0% | 0.0% | 121 | +40,336 | 299.7% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 53,793 | 689 | 0.0% | 0.0% | 122 | +3,192 | 6.31% | Q1 2026 | May 13, 2026 |
| IEQ CAPITAL, LLC | History | New | 53,098 | 680 | 0.0% | — | 123 | +53,098 | New | Q1 2026 | May 14, 2026 |
| Creative Planning | History | Added to | 52,410 | 671 | 0.0% | 0.0% | 124 | +12,617 | 31.71% | Q1 2026 | May 12, 2026 |
| Mariner, LLC | History | New | 51,903 | 665 | 0.0% | — | 126 | +51,903 | New | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 53,781 | 665 | 0.0% | 0.0% | 125 | +15,564 | 40.73% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 51,807 | 664 | 0.0% | 0.0% | 127 | +1,110 | 2.19% | Q1 2026 | May 15, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 48,430 | 620 | 0.04% | 0.02% | 128 | +210 | 0.44% | Q1 2026 | May 07, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 47,957 | 614 | 0.0% | 0.0% | 129 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 48,259 | 613 | 0.0% | 0.0% | 130 | -2,687 | -5.27% | Q1 2026 | Apr 30, 2026 |
| Gen-Wealth Partners Inc | History | Added to | 47,176 | 604 | 0.19% | 0.1% | 131 | +13,861 | 41.61% | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 46,696 | 598 | 0.0% | — | 132 | +46,696 | New | Q1 2026 | May 08, 2026 |
| Wellington Grp LLC | History | Added to | 46,297 | 593 | 0.18% | 0.09% | 134 | +15,620 | 50.92% | Q1 2026 | May 22, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 46,257 | 593 | 0.0% | 0.0% | 133 | +309 | 0.67% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 45,111 | 578 | 0.0% | 0.0% | 135 | +26,993 | 148.98% | Q1 2026 | May 12, 2026 |
| CWM, LLC | History | Added to | 44,939 | 576 | 0.0% | 0.0% | 136 | +22,049 | 96.33% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | New | 42,359 | 543 | 0.0% | — | 137 | +42,359 | New | Q1 2026 | May 15, 2026 |
| Generali Investments Towarzystwo Funduszy Inwestycyjnych | History | No change | 40,000 | 512 | 0.26% | 0.17% | 138 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Quantinno Capital Management LP | History | Added to | 39,709 | 509 | 0.0% | 0.0% | 139 | +6,266 | 18.74% | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 38,653 | 495 | 0.01% | 0.01% | 140 | +1,700 | 4.6% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | New | 37,606 | 482 | 0.0% | — | 141 | +37,606 | New | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Reduced | 36,757 | 471 | 0.0% | 0.0% | 142 | -194,399 | -84.1% | Q1 2026 | May 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 34,482 | 442 | 0.0% | 0.0% | 143 | -916 | -2.59% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | No change | 33,800 | 433 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 33,704 | 432 | 0.0% | 0.0% | 145 | -24,325 | -41.92% | Q1 2026 | May 08, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 33,464 | 429 | 0.03% | 0.01% | 146 | +14,590 | 77.3% | Q1 2026 | Apr 27, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 32,656 | 418 | 0.0% | 0.0% | 147 | +8,000 | 32.45% | Q1 2026 | May 06, 2026 |
| Seven Fleet Capital Management LP | History | New | 31,500 | 403 | 0.13% | — | 149 | +31,500 | New | Q1 2026 | Jun 04, 2026 |
| GWN SECURITIES INC. | History | Added to | 31,484 | 403 | 0.08% | 0.04% | 148 | +10,641 | 51.05% | Q1 2026 | May 14, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 31,268 | 400 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | Reduced | 30,400 | 389 | 0.0% | 0.0% | 151 | -685 | -2.2% | Q1 2026 | May 12, 2026 |
| Arizona State Retirement System | History | Added to | 30,225 | 387 | 0.0% | 0.0% | 153 | +1,585 | 5.53% | Q1 2026 | May 01, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 30,230 | 387 | 0.11% | 0.07% | 152 | +737 | 2.5% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 30,058 | 385 | 0.0% | 0.0% | 154 | +3,931 | 15.05% | Q1 2026 | Apr 29, 2026 |
| Advisor OS, LLC | History | New | 30,030 | 384 | 0.03% | — | 155 | +30,030 | New | Q1 2026 | May 07, 2026 |
| KENNEDY CAPITAL MANAGEMENT LLC | History | Added to | 29,424 | 377 | 0.01% | 0.01% | 156 | +2,415 | 8.94% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 28,471 | 364 | 0.0% | — | 157 | +28,471 | New | Q1 2026 | May 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 28,080 | 360 | 0.0% | 0.0% | 158 | +3,928 | 16.26% | Q1 2026 | May 14, 2026 |
| PSP Research LLC | History | New | 26,900 | 344 | 0.24% | — | 159 | +26,900 | New | Q1 2026 | Apr 17, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 25,702 | 329 | 0.0% | 0.0% | 160 | +1,530 | 6.33% | Q1 2026 | Apr 30, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 25,366 | 325 | 0.06% | — | 161 | +25,354 | 211283.33% | Q1 2026 | May 11, 2026 |
| E Fund Management Co., Ltd. | History | New | 25,110 | 321 | 0.01% | — | 162 | +25,110 | New | Q1 2026 | Apr 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 24,200 | 310 | 0.0% | 0.0% | 163 | +2,600 | 12.04% | Q1 2026 | Apr 29, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 23,840 | 305 | 0.0% | 0.0% | 164 | -2,292 | -8.77% | Q1 2026 | May 11, 2026 |
| Cyndeo Wealth Partners, LLC | History | Reduced | 23,058 | 295 | 0.02% | 0.01% | 165 | -2,222 | -8.79% | Q1 2026 | Apr 13, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Added to | 22,707 | 291 | 0.01% | 0.0% | 166 | +1,308 | 6.11% | Q1 2026 | Apr 29, 2026 |
| Atom Investors LP | History | Reduced | 22,653 | 290 | 0.02% | 0.07% | 167 | -69,887 | -75.52% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | New | 22,532 | 288 | 0.0% | — | 168 | +22,532 | New | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 22,465 | 287 | 0.0% | 0.0% | 169 | +4,812 | 27.26% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | New | 21,920 | 281 | 0.0% | — | 170 | +21,920 | New | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 21,380 | 274 | 0.0% | 0.0% | 171 | -2,534 | -10.6% | Q1 2026 | Apr 24, 2026 |
| Empowered Funds, LLC | History | Added to | 21,410 | 274 | 0.0% | 0.0% | 172 | +224 | 1.06% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 20,020 | 257 | 0.0% | 0.0% | 174 | -3,102 | -13.42% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 20,093 | 257 | 0.0% | 0.0% | 173 | +2,316 | 13.03% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 20,029 | 256 | 0.0% | 0.0% | 175 | +10,000 | 99.71% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | No change | 20,000 | 256 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Allspring Global Investments Holdings, LLC | History | Added to | 19,240 | 255 | 0.0% | 0.0% | 177 | +1,990 | 11.54% | Q1 2026 | May 05, 2026 |
| IvyRock Asset Management (HK) Ltd | History | Added to | 19,830 | 254 | 0.14% | 0.09% | 178 | +500 | 2.59% | Q1 2026 | May 06, 2026 |
| Lewis Asset Management, LLC | History | Added to | 19,770 | 253 | 0.1% | 0.05% | 179 | +5,500 | 38.54% | Q1 2026 | Apr 21, 2026 |
| ADAR1 Capital Management, LLC | History | New | 19,517 | 250 | 0.01% | — | 181 | +19,517 | New | Q1 2026 | May 15, 2026 |
| NWAM LLC | History | No change | 19,540 | 250 | 0.01% | 0.02% | 180 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AlphaQuest LLC | History | No change | 27,588 | 248 | 0.01% | 0.01% | 182 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 18,808 | 246 | 0.0% | 0.0% | 183 | +8,463 | 81.81% | Q1 2026 | Apr 08, 2026 |
| Bridgefront Capital, LLC | History | New | 18,530 | 237 | 0.06% | — | 184 | +18,530 | New | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 18,210 | 233 | 0.0% | 0.0% | 185 | +50 | 0.28% | Q1 2026 | May 08, 2026 |
| PRUDENTIAL FINANCIAL INC | History | New | 17,530 | 224 | 0.0% | — | 186 | +17,530 | New | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 16,933 | 217 | 0.0% | 0.0% | 187 | +5,429 | 47.19% | Q1 2026 | Apr 22, 2026 |
| Walleye Capital LLC | History | Reduced | 16,800 | 215 | 0.0% | 0.0% | 188 | -10,780 | -39.09% | Q1 2026 | May 13, 2026 |
| INDEPENDENT FINANCIAL GROUP, LLC | History | New | 16,302 | 208 | 0.0% | — | 191 | +16,302 | New | Q1 2026 | May 15, 2026 |
| Scientech Research LLC | History | Reduced | 16,265 | 208 | 0.17% | 0.1% | 190 | -2,301 | -12.39% | Q1 2026 | May 15, 2026 |
| Ballentine Partners, LLC | History | Added to | 16,256 | 208 | 0.0% | 0.0% | 189 | +245 | 1.53% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | New | 15,137 | 194 | 0.0% | — | 192 | +15,137 | New | Q1 2026 | May 14, 2026 |
| Vontobel Holding Ltd. | History | New | 15,048 | 192 | 0.0% | — | 194 | +15,048 | New | Q1 2026 | May 08, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 14,994 | 192 | 0.01% | 0.01% | 193 | -2,460 | -14.09% | Q1 2026 | May 12, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 21,342 | 191 | 0.0% | 0.0% | 195 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Wealthfront Advisers LLC | History | Added to | 14,450 | 185 | 0.0% | 0.0% | 196 | +1,018 | 7.58% | Q1 2026 | May 05, 2026 |
| Green Alpha Advisors, LLC | History | Reduced | 14,167 | 181 | 0.18% | 0.14% | 198 | -2,526 | -15.13% | Q1 2026 | Apr 07, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 14,183 | 181 | 0.0% | 0.0% | 197 | -831 | -5.53% | Q1 2026 | Apr 30, 2026 |
| Tidal Investments LLC | History | New | 14,076 | 180 | 0.0% | — | 200 | +14,076 | New | Q1 2026 | May 15, 2026 |
| TEMA ETFS LLC | History | Reduced | 14,076 | 180 | 0.01% | 0.01% | 199 | -184 | -1.29% | Q1 2026 | Apr 15, 2026 |
| HORIZON KINETICS ASSET MANAGEMENT LLC | History | Reduced | 13,188 | 169 | 0.0% | 0.0% | 201 | -604 | -4.38% | Q1 2026 | May 15, 2026 |
| Atria Investments, Inc | History | Added to | 13,076 | 167 | 0.0% | 0.0% | 203 | +2,684 | 25.83% | Q1 2026 | May 05, 2026 |
| Banco Santander, S.A. | History | No change | 13,029 | 167 | 0.0% | 0.0% | 202 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| LMG Wealth Partners, LLC | History | Added to | 11,998 | 153 | 0.03% | 0.02% | 204 | +80 | 0.67% | Q1 2026 | Apr 17, 2026 |
| Gallagher Fiduciary Advisors, LLC | History | New | 11,651 | 149 | 0.01% | — | 205 | +11,651 | New | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | New | 11,521 | 148 | 0.0% | — | 206 | +11,521 | New | Q1 2026 | May 01, 2026 |
| AlphaCentric Advisors LLC | History | Added to | 11,506 | 147 | 0.15% | 0.1% | 207 | +626 | 5.75% | Q1 2026 | May 07, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 11,287 | 144 | 0.02% | — | 208 | +11,287 | New | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 11,245 | 144 | 0.0% | — | 209 | +11,245 | New | Q1 2026 | May 14, 2026 |
| HighTower Advisors, LLC | History | New | 11,198 | 143 | 0.0% | — | 210 | +11,198 | New | Q1 2026 | May 05, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 10,958 | 140 | 0.0% | 0.0% | 211 | +1,772 | 19.29% | Q1 2026 | May 07, 2026 |
| GTS SECURITIES LLC | History | New | 10,834 | 138 | 0.0% | — | 212 | +10,834 | New | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 10,278 | 131 | 0.0% | 0.0% | 213 | +138 | 1.36% | Q1 2026 | May 11, 2026 |
| Alphadyne Asset Management LP | History | New | 10,182 | 130 | 0.0% | — | 214 | +10,182 | New | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 10,100 | 129 | 0.0% | 0.0% | 215 | -30,300 | -75.0% | Q1 2026 | May 15, 2026 |
| INSIGNEO ADVISORY SERVICES, LLC | History | No change | 10,030 | 128 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 9,760 | 125 | 0.0% | 0.0% | 217 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NFSG Corp | History | No change | 9,425 | 120 | 0.02% | 0.01% | 218 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 9,086 | 116 | 0.0% | 0.0% | 219 | +791 | 9.54% | Q1 2026 | May 13, 2026 |
| Spire Wealth Management | History | Added to | 9,036 | 115 | 0.0% | 0.0% | 220 | +4,971 | 122.29% | Q1 2026 | Apr 22, 2026 |
| Leonteq Securities AG | History | Reduced | 8,666 | 111 | 0.0% | 0.02% | 221 | -48,124 | -84.74% | Q1 2026 | Apr 27, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 8,069 | 103 | 0.0% | 0.0% | 222 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 7,349 | 94 | 0.0% | 0.0% | 223 | +524 | 7.68% | Q1 2026 | May 15, 2026 |
| Bayforest Capital Ltd | History | New | 6,370 | 81 | 0.09% | — | 224 | +6,370 | New | Q1 2026 | Apr 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 6,098 | 78 | 0.0% | 0.0% | 225 | -25,637 | -80.78% | Q1 2026 | Apr 30, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Added to | 6,162 | 78 | 0.0% | 0.0% | 226 | +533 | 9.47% | Q1 2026 | May 04, 2026 |
| Interchange Capital Partners, LLC | History | Added to | 11,073 | 78 | 0.02% | 0.02% | 227 | +77 | 0.7% | Q1 2026 | Apr 23, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 4,622 | 59 | 0.0% | 0.0% | 228 | -769 | -14.26% | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | New | 4,367 | 55 | 0.0% | — | 229 | +4,367 | New | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Reduced | 3,928 | 50 | 0.0% | 0.0% | 230 | -2,165 | -35.53% | Q1 2026 | May 07, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | New | 3,828 | 49 | 0.0% | — | 231 | +3,828 | New | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 3,679 | 47 | 0.0% | 0.0% | 232 | -2,380 | -39.28% | Q1 2026 | Apr 22, 2026 |
| Allworth Financial LP | History | Added to | 3,592 | 46 | 0.0% | 0.0% | 233 | +1,858 | 107.15% | Q1 2026 | May 14, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 3,552 | 45 | 0.0% | 0.0% | 234 | +948 | 36.41% | Q1 2026 | May 08, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,237 | 38 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FIFTH THIRD BANCORP | History | New | 2,953 | 37 | 0.0% | — | 236 | +2,953 | New | Q1 2026 | May 01, 2026 |
| Advisory Services Network, LLC | History | New | 2,575 | 33 | 0.0% | — | 238 | +2,575 | New | Q1 2026 | May 15, 2026 |
| GF FUND MANAGEMENT CO. LTD. | History | Added to | 2,587 | 33 | 0.0% | 0.0% | 237 | +312 | 13.71% | Q1 2026 | Apr 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 2,607 | 32 | 0.0% | — | 239 | +2,607 | New | Q1 2026 | May 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 2,490 | 31 | 0.0% | 0.0% | 240 | -171 | -6.43% | Q1 2026 | Apr 27, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,095 | 26 | 0.0% | 0.0% | 241 | +525 | 33.44% | Q1 2026 | Apr 06, 2026 |
| Aventura Private Wealth, LLC | History | New | 1,990 | 25 | 0.01% | — | 245 | +1,990 | New | Q1 2026 | May 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,973 | 25 | 0.0% | 0.0% | 243 | +551 | 38.75% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 2,869 | 25 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Raiffeisen Bank International AG | History | No change | 2,000 | 25 | 0.0% | 0.0% | 244 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | History | No change | 1,757 | 22 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| GAMMA Investing LLC | History | Added to | 1,679 | 21 | 0.0% | 0.0% | 247 | +1,261 | 301.67% | Q1 2026 | Apr 06, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 1,675 | 21 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,607 | 20 | 0.0% | 0.0% | 249 | +40 | 2.55% | Q1 2026 | Apr 07, 2026 |
| Whipplewood Advisors, LLC | History | No change | 1,600 | 20 | 0.01% | 0.01% | 250 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| IFP Advisors, Inc | History | Added to | 1,498 | 19 | 0.0% | 0.0% | 251 | +705 | 88.9% | Q1 2026 | Apr 13, 2026 |
| MAI Capital Management | History | Added to | 1,340 | 17 | 0.0% | 0.0% | 252 | +1,145 | 587.18% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,400 | 17 | 0.0% | 0.0% | 253 | -200 | -12.5% | Q1 2026 | Jun 02, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,234 | 16 | 0.0% | 0.0% | 255 | +974 | 374.62% | Q1 2026 | Apr 07, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | No change | 1,300 | 16 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Added to | 1,025 | 13 | 0.0% | 0.0% | 257 | +551 | 116.24% | Q1 2026 | May 21, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Reduced | 1,052 | 13 | 0.0% | 0.0% | 256 | -99 | -8.6% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | New | 796 | 10 | 0.0% | — | 258 | +796 | New | Q1 2026 | May 01, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 729 | 9 | 0.0% | 0.0% | 259 | +109 | 17.58% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 589 | 8 | 0.01% | 0.01% | 261 | -478 | -44.8% | Q1 2026 | May 05, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 694 | 8 | 0.0% | 0.0% | 260 | +390 | 128.29% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 617 | 7 | 0.0% | 0.0% | 264 | -835 | -57.51% | Q1 2026 | May 08, 2026 |
| Vanguard National Trust Co | History | New | 597 | 7 | 0.0% | — | 269 | +597 | New | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Reduced | 548 | 7 | 0.0% | 0.0% | 265 | -465 | -45.9% | Q1 2026 | May 13, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 627 | 7 | 0.0% | 0.0% | 268 | +424 | 208.87% | Q1 2026 | May 15, 2026 |
| US BANCORP \DE\ | History | Added to | 583 | 7 | 0.0% | 0.0% | 262 | +108 | 22.74% | Q1 2026 | May 14, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 600 | 7 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | No change | 618 | 7 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 553 | 7 | 0.0% | 0.0% | 267 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 389 | 4 | 0.0% | 0.0% | 271 | +258 | 196.95% | Q1 2026 | May 07, 2026 |
| HUNTINGTON NATIONAL BANK | History | No change | 357 | 4 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 291 | 3 | 0.0% | — | 279 | +291 | New | Q1 2026 | Apr 24, 2026 |
| Larson Financial Group LLC | History | Added to | 292 | 3 | 0.0% | — | 275 | +196 | 204.17% | Q1 2026 | May 15, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 281 | 3 | 0.0% | 0.0% | 276 | +81 | 40.5% | Q1 2026 | May 12, 2026 |
| BARRETT & COMPANY, INC. | History | No change | 300 | 3 | 0.0% | 0.0% | 272 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | No change | 250 | 3 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Asset Dedication, LLC | History | No change | 240 | 3 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 29, 2026 |
| Private Wealth Management Group, LLC | History | No change | 259 | 3 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 302 | 3 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 2 | 0.0% | 0.0% | 280 | -2,500 | -92.59% | Q1 2026 | May 12, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 386 | 2 | 0.0% | — | 287 | +386 | New | Q1 2026 | May 13, 2026 |
| Tidemark, LLC | History | New | 158 | 2 | 0.0% | — | 286 | +158 | New | Q1 2026 | May 07, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 231 | 2 | 0.0% | 0.0% | 281 | +11 | 5.0% | Q1 2026 | Apr 13, 2026 |
| Murphy & Mullick Capital Management Corp | History | Reduced | 167 | 2 | 0.0% | 0.0% | 284 | -11 | -6.18% | Q1 2026 | Apr 17, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 225 | 2 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | No change | 200 | 2 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| LOUISBOURG INVESTMENTS INC. | History | No change | 200 | 2 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 145 | 1 | 0.0% | — | 297 | +145 | New | Q1 2026 | May 13, 2026 |
| Fortitude Family Office, LLC | History | New | 117 | 1 | 0.0% | — | 294 | +117 | New | Q1 2026 | Apr 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 101 | 1 | 0.0% | — | 295 | +101 | New | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | New | 78 | 1 | 0.0% | — | 296 | +78 | New | Q1 2026 | May 14, 2026 |
| Parkside Financial Bank & Trust | History | Added to | 118 | 1 | 0.0% | — | 289 | +53 | 81.54% | Q1 2026 | May 13, 2026 |
| FIRST UNITED BANK & TRUST | History | No change | 100 | 1 | 0.0% | — | 288 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 84 | 1 | 0.0% | — | 290 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | No change | 153 | 1 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Global Retirement Partners, LLC | History | No change | 216 | 1 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 149 | 1 | 0.0% | 0.0% | 293 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -1,672,700 | -100.0% | Q1 2026 | May 14, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -347,374 | -100.0% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Closed out | 0 | 0 | — | 0.0% | — | -276,855 | -100.0% | Q1 2026 | May 13, 2026 |