NOVARTIS AG - NVS
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Fisher Asset Management, LLC | History | Added to | 13,885,749 | 2,121,048 | 0.72% | 0.35% | 1 | +6,419,899 | 85.99% | Q1 2026 | May 05, 2026 |
| MORGAN STANLEY | History | Reduced | 8,527,037 | 1,302,505 | 0.08% | 0.07% | 2 | -349,869 | -3.94% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 8,110,116 | 1,238,669 | 0.26% | 0.25% | 3 | -414,278 | -4.86% | Q1 2026 | May 07, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | Reduced | 7,567,354 | 1,155,913 | 0.91% | 0.79% | 4 | -11,920 | -0.16% | Q1 2026 | May 11, 2026 |
| DODGE & COX | History | Reduced | 6,967,383 | 1,064,267 | 0.58% | 0.67% | 5 | -2,047,258 | -22.71% | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 6,525,771 | 996,811 | 0.11% | 0.05% | 6 | +3,780,327 | 137.69% | Q1 2026 | May 15, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 5,426,100 | 828,836 | 1.12% | 0.92% | 7 | -108,115 | -1.95% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 4,962,794 | 758,066 | 0.06% | 0.05% | 8 | +413,778 | 9.1% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 3,409,944 | 520,868 | 0.13% | 0.15% | 9 | -1,069,363 | -23.87% | Q1 2026 | May 13, 2026 |
| BlackRock, Inc. | History | Added to | 2,949,760 | 450,575 | 0.01% | 0.01% | 10 | +141,669 | 5.05% | Q1 2026 | May 13, 2026 |
| NORTHERN TRUST CORP | History | Added to | 2,786,228 | 425,596 | 0.06% | 0.04% | 11 | +435,047 | 18.5% | Q1 2026 | May 14, 2026 |
| GQG Partners LLC | History | Reduced | 2,447,272 | 373,824 | 0.59% | 0.72% | 12 | -710,850 | -22.51% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 2,311,384 | 353,063 | 0.09% | 0.07% | 13 | +529,186 | 29.69% | Q1 2026 | May 04, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 2,275,938 | 347,649 | 0.17% | 0.14% | 14 | +41,520 | 1.86% | Q1 2026 | May 18, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 2,236,156 | 341,573 | 0.48% | 0.16% | 15 | +1,397,774 | 166.72% | Q1 2026 | May 13, 2026 |
| Cullen Capital Management, LLC | History | Reduced | 2,037,962 | 311,298 | 3.19% | 3.13% | 16 | -42,834 | -2.06% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 1,931,873 | 295,061 | 0.09% | 0.08% | 17 | +86,268 | 4.67% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 1,895,677 | 289,564 | 0.05% | 0.05% | 18 | +53,634 | 2.91% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 1,793,153 | 273,904 | 0.04% | 0.03% | 19 | +431,879 | 31.73% | Q1 2026 | May 05, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 1,804,676 | 271,351 | 0.02% | 0.01% | 20 | +1,212,024 | 204.51% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,821,796 | 270,053 | 0.13% | 0.02% | 21 | +1,625,514 | 828.15% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 1,692,993 | 258,604 | 0.01% | 0.01% | 22 | +30,697 | 1.85% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 1,532,789 | 234,133 | 0.13% | 0.13% | 23 | -276,369 | -15.28% | Q1 2026 | May 04, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | New | 1,463,180 | 220,003 | 0.5% | — | 24 | +1,463,180 | New | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 1,385,892 | 216,159 | 0.01% | 0.01% | 25 | -64,169 | -4.43% | Q1 2026 | May 15, 2026 |
| LMR Partners LLP | History | Added to | 1,401,905 | 214,140 | 0.47% | 0.25% | 26 | +449,405 | 47.18% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 1,353,981 | 206,820 | 0.02% | 0.04% | 27 | -1,007,684 | -42.67% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 1,111,833 | 169,832 | 0.27% | 0.29% | 28 | -231,200 | -17.21% | Q1 2026 | May 14, 2026 |
| Optiver Holding B.V. | History | Reduced | 1,081,238 | 165,159 | 0.06% | 0.08% | 29 | -479,552 | -30.72% | Q1 2026 | May 15, 2026 |
| Chevy Chase Trust Holdings, LLC | History | Reduced | 1,049,794 | 160,356 | 0.46% | 0.4% | 30 | -11,578 | -1.09% | Q1 2026 | May 15, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 941,818 | 143,862 | 0.19% | 0.16% | 31 | +54,522 | 6.14% | Q1 2026 | Apr 27, 2026 |
| VAN ECK ASSOCIATES CORP | History | Reduced | 891,803 | 136,223 | 0.1% | 0.11% | 32 | -68,854 | -7.17% | Q1 2026 | May 15, 2026 |
| EARNEST PARTNERS LLC | History | Reduced | 885,290 | 135,228 | 0.56% | 0.54% | 33 | -36,106 | -3.92% | Q1 2026 | May 15, 2026 |
| LORD, ABBETT & CO. LLC | History | Added to | 830,286 | 126,826 | 0.41% | 0.15% | 34 | +464,126 | 126.75% | Q1 2026 | May 14, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 825,300 | 126,064 | 0.02% | 0.01% | 35 | +192,700 | 30.46% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 703,178 | 107,410 | 0.06% | 0.04% | 36 | +84,910 | 13.73% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 648,789 | 99,102 | 0.04% | 0.0% | 37 | +577,455 | 809.51% | Q1 2026 | May 11, 2026 |
| LPL Financial LLC | History | Added to | 620,427 | 94,770 | 0.03% | 0.02% | 38 | +12,679 | 2.09% | Q1 2026 | May 06, 2026 |
| SEI INVESTMENTS CO | History | Added to | 619,274 | 94,594 | 0.09% | 0.08% | 39 | +54,262 | 9.6% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 618,710 | 94,508 | 0.02% | 0.01% | 40 | +40,788 | 7.06% | Q1 2026 | May 15, 2026 |
| SCHARF INVESTMENTS, LLC | History | Reduced | 589,232 | 90,007 | 2.77% | 3.57% | 41 | -373,668 | -38.81% | Q1 2026 | Apr 13, 2026 |
| HARDING LOEVNER LP | History | Reduced | 584,255 | 89,230 | 0.92% | 0.73% | 42 | -19,132 | -3.17% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 568,367 | 86,818 | 0.01% | 0.0% | 43 | +372,367 | 189.98% | Q1 2026 | May 12, 2026 |
| BRISTOL JOHN W & CO INC /NY/ | History | Reduced | 561,837 | 85,820 | 1.41% | 1.21% | 44 | -7,881 | -1.38% | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Added to | 546,505 | 83,478 | 0.99% | 0.79% | 45 | +41,166 | 8.15% | Q1 2026 | May 13, 2026 |
| CIBC Bancorp USA Inc. | History | New | 537,813 | 82,190 | 0.11% | — | 46 | +537,813 | New | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 532,554 | 81,359 | 0.02% | 0.02% | 47 | -37,168 | -6.52% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 528,814 | 80,776 | 0.05% | 0.04% | 48 | +89,851 | 20.47% | Q1 2026 | May 12, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 505,440 | 77,205 | 0.18% | 0.24% | 49 | -145,704 | -22.38% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 517,027 | 71,282 | 0.12% | 0.12% | 50 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Harvest Portfolios Group Inc. | History | Reduced | 454,681 | 69,452 | 1.15% | 1.18% | 51 | -37,333 | -7.59% | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 440,526 | 67,171 | 0.1% | 0.09% | 52 | -42,177 | -8.74% | Q1 2026 | May 15, 2026 |
| TODD ASSET MANAGEMENT LLC | History | Reduced | 432,007 | 65,990 | 1.29% | 1.17% | 53 | -2,239 | -0.52% | Q1 2026 | May 12, 2026 |
| ASSETMARK, INC | History | Reduced | 403,774 | 61,676 | 0.13% | 0.11% | 54 | -2,457 | -0.6% | Q1 2026 | May 06, 2026 |
| TCTC Holdings, LLC | History | Reduced | 393,864 | 60,162 | 1.71% | 1.62% | 55 | -225 | -0.06% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 366,559 | 55,991 | 0.04% | 0.04% | 56 | -5,202 | -1.4% | Q1 2026 | May 13, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 345,410 | 52,761 | 0.01% | 0.01% | 57 | +54,930 | 18.91% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 340,728 | 52,046 | 0.09% | 0.08% | 58 | +39,537 | 13.13% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 336,037 | 51,329 | 0.07% | 0.01% | 59 | +295,537 | 729.72% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 329,910 | 50,392 | 0.07% | 0.06% | 60 | +35,140 | 11.92% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Added to | 327,817 | 50,074 | 0.01% | 0.01% | 61 | +9,691 | 3.05% | Q1 2026 | May 05, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 322,056 | 49,194 | 0.05% | 0.09% | 62 | -371,300 | -53.55% | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 320,027 | 48,884 | 0.24% | 0.23% | 63 | +19,949 | 6.65% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 317,717 | 48,533 | 0.04% | 0.03% | 64 | +45,335 | 16.64% | Q1 2026 | May 12, 2026 |
| Walleye Capital LLC | History | Reduced | 315,034 | 48,121 | 0.2% | 0.15% | 65 | -47,367 | -13.07% | Q1 2026 | May 13, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 311,826 | 47,632 | 0.12% | 0.1% | 66 | -8,029 | -2.51% | Q1 2026 | Apr 22, 2026 |
| SATURNA CAPITAL CORP | History | Reduced | 311,008 | 47,506 | 0.67% | 0.57% | 67 | -1,654 | -0.53% | Q1 2026 | May 11, 2026 |
| COOKSON PEIRCE & CO INC | History | Added to | 283,617 | 43,322 | 1.83% | 1.54% | 68 | +14,674 | 5.46% | Q1 2026 | Apr 30, 2026 |
| Focus Partners Wealth | History | Added to | 280,428 | 42,802 | 0.05% | 0.03% | 69 | +71,868 | 34.46% | Q1 2026 | May 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 275,637 | 42,103 | 0.11% | 0.11% | 70 | -23,538 | -7.87% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 268,858 | 41,069 | 0.05% | 0.04% | 71 | +1,589 | 0.59% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | Reduced | 267,950 | 40,930 | 0.32% | 0.28% | 72 | -7,000 | -2.55% | Q1 2026 | May 04, 2026 |
| WOODLEY FARRA MANION PORTFOLIO MANAGEMENT INC | History | Reduced | 266,061 | 40,640 | 1.98% | 3.95% | 73 | -335,851 | -55.8% | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 264,639 | 40,423 | 0.04% | 0.04% | 74 | +13,264 | 5.28% | Q1 2026 | May 05, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 259,345 | 39,614 | 0.01% | 0.05% | 75 | -725,254 | -73.66% | Q1 2026 | May 13, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Added to | 258,000 | 39,409 | 0.06% | 0.02% | 76 | +157,812 | 157.52% | Q1 2026 | May 15, 2026 |
| Clark Capital Management Group, Inc. | History | Reduced | 251,894 | 38,476 | 0.24% | 0.38% | 77 | -193,795 | -43.48% | Q1 2026 | May 15, 2026 |
| Integral Health Asset Management, LLC | History | No change | 250,000 | 38,187 | 1.83% | 1.71% | 78 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Added to | 246,655 | 37,676 | 0.01% | 0.01% | 79 | +132,918 | 116.86% | Q1 2026 | May 14, 2026 |
| Midwest Trust Co | History | Reduced | 242,228 | 37,000 | 0.46% | 0.43% | 80 | -7,513 | -3.01% | Q1 2026 | May 01, 2026 |
| Mariner, LLC | History | Added to | 241,552 | 36,890 | 0.04% | 0.04% | 81 | +5,076 | 2.15% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 233,871 | 35,723 | 0.02% | 0.01% | 82 | +47,271 | 25.33% | Q1 2026 | May 15, 2026 |
| FIRST FINANCIAL BANKSHARES INC | History | Added to | 230,854 | 35,262 | 0.71% | 0.62% | 83 | +6,071 | 2.7% | Q1 2026 | May 11, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 229,593 | 35,070 | 0.1% | 0.08% | 84 | -13,178 | -5.43% | Q1 2026 | May 04, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 220,134 | 33,625 | 0.02% | 0.02% | 85 | +9,930 | 4.72% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 217,125 | 33,165 | 0.38% | 0.37% | 86 | -3,056 | -1.39% | Q1 2026 | Apr 23, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 212,815 | 32,507 | 0.2% | 0.19% | 87 | -6,899 | -3.14% | Q1 2026 | May 05, 2026 |
| Promethos Capital, LLC | History | Reduced | 203,093 | 31,022 | 8.34% | 7.78% | 88 | -21,711 | -9.66% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Added to | 203,045 | 31,015 | 0.03% | 0.03% | 89 | +24,096 | 13.47% | Q1 2026 | May 13, 2026 |
| Tidal Investments LLC | History | Reduced | 193,177 | 29,437 | 0.06% | 0.07% | 90 | -33,079 | -14.62% | Q1 2026 | May 15, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Reduced | 189,570 | 28,960 | 0.2% | 0.28% | 91 | -73,227 | -27.86% | Q1 2026 | May 15, 2026 |
| BROWN ADVISORY INC | History | Added to | 189,167 | 28,895 | 0.05% | 0.04% | 92 | +761 | 0.4% | Q1 2026 | May 15, 2026 |
| GODSEY & GIBB, INC | History | Reduced | 185,572 | 28,346 | 2.47% | 2.37% | 93 | -5,512 | -2.88% | Q1 2026 | Apr 20, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 184,350 | 28,159 | 0.05% | 0.01% | 94 | +154,526 | 518.13% | Q1 2026 | May 15, 2026 |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | History | New | 182,356 | 27,854 | 0.38% | — | 95 | +182,356 | New | Q1 2026 | May 01, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 177,396 | 27,097 | 0.04% | 0.03% | 96 | -7,970 | -4.3% | Q1 2026 | May 06, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 176,900 | 27,021 | 0.12% | 0.12% | 97 | -146,200 | -45.25% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 175,800 | 26,853 | 0.01% | 0.0% | 98 | +121,821 | 225.68% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 173,637 | 26,523 | 0.03% | 0.02% | 99 | +52,610 | 43.47% | Q1 2026 | May 15, 2026 |
| Foresight Global Investors, Inc. | History | Reduced | 172,053 | 26,281 | 17.06% | 11.17% | 100 | -30 | -0.02% | Q1 2026 | May 12, 2026 |
| M&T BANK CORP | History | Added to | 171,848 | 26,249 | 0.09% | 0.07% | 101 | +18,264 | 11.89% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 169,012 | 25,824 | 0.04% | 0.03% | 102 | +2,288 | 1.37% | Q1 2026 | May 15, 2026 |
| MANAGED ASSET PORTFOLIOS, LLC | History | Reduced | 164,288 | 25,094 | 3.01% | 3.31% | 103 | -34,348 | -17.29% | Q1 2026 | May 07, 2026 |
| Parkwood LLC | History | Added to | 163,364 | 24,954 | 2.21% | 1.57% | 104 | +16,104 | 10.94% | Q1 2026 | May 15, 2026 |
| Martin Investment Management, LLC | History | Reduced | 162,204 | 24,776 | 7.42% | 8.16% | 105 | -49,300 | -23.31% | Q1 2026 | May 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 161,008 | 24,593 | 0.04% | 0.04% | 106 | -244 | -0.15% | Q1 2026 | May 14, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 160,764 | 24,556 | 0.04% | 0.04% | 107 | +4,606 | 2.95% | Q1 2026 | May 15, 2026 |
| GRANDFIELD & DODD, LLC | History | Added to | 156,906 | 23,967 | 1.35% | 1.21% | 108 | +1,558 | 1.0% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 156,615 | 23,922 | 0.03% | 0.03% | 109 | -11,771 | -6.99% | Q1 2026 | Apr 27, 2026 |
| OAK ASSOCIATES LTD /OH/ | History | Reduced | 156,362 | 23,884 | 1.61% | 1.3% | 110 | -633 | -0.4% | Q1 2026 | May 14, 2026 |
| QRG CAPITAL MANAGEMENT, INC. | History | Added to | 150,844 | 23,041 | 0.24% | 0.2% | 111 | +17,731 | 13.32% | Q1 2026 | Apr 27, 2026 |
| Douglas Lane & Associates, LLC | History | Reduced | 145,118 | 22,166 | 0.32% | 0.29% | 112 | -5,911 | -3.91% | Q1 2026 | Apr 15, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 143,500 | 21,919 | 0.04% | 0.05% | 113 | -84,900 | -37.17% | Q1 2026 | May 13, 2026 |
| &PARTNERS | History | Added to | 142,824 | 21,817 | 0.11% | 0.1% | 114 | +9,557 | 7.17% | Q1 2026 | May 15, 2026 |
| ProVise Management Group, LLC | History | Reduced | 141,200 | 21,568 | 1.55% | 1.42% | 115 | -3,279 | -2.27% | Q1 2026 | May 06, 2026 |
| Neuberger Berman Group LLC | History | Added to | 140,620 | 21,479 | 0.02% | 0.01% | 116 | +20,594 | 17.16% | Q1 2026 | May 14, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | Reduced | 139,562 | 21,318 | 0.01% | 0.13% | 117 | -202,974 | -59.26% | Q1 2026 | May 04, 2026 |
| Fiera Capital Corp | History | Added to | 139,111 | 21,249 | 0.07% | 0.05% | 118 | +14,744 | 11.86% | Q1 2026 | May 12, 2026 |
| Pathstone Holdings, LLC | History | Added to | 136,897 | 20,911 | 0.08% | 0.06% | 119 | +18,106 | 15.24% | Q1 2026 | May 11, 2026 |
| Squarepoint Ops LLC | History | Added to | 136,263 | 20,814 | 0.02% | 0.01% | 120 | +44,506 | 48.5% | Q1 2026 | May 15, 2026 |
| INGALLS & SNYDER LLC | History | Added to | 135,882 | 20,756 | 0.73% | 0.67% | 121 | +3,056 | 2.3% | Q1 2026 | May 13, 2026 |
| Coleford Investment Management Ltd. | History | Added to | 135,620 | 20,715 | 5.08% | 4.48% | 122 | +1,945 | 1.46% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 147,794 | 20,714 | 0.04% | 0.04% | 123 | -38,612 | -20.71% | Q1 2026 | Apr 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 126,885 | 19,381 | 0.0% | 0.0% | 124 | +104,729 | 472.69% | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Added to | 126,421 | 19,310 | 0.06% | 0.03% | 125 | +45,143 | 55.54% | Q1 2026 | May 08, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | Reduced | 125,512 | 19,171 | 0.9% | 0.86% | 126 | -3,551 | -2.75% | Q1 2026 | May 15, 2026 |
| Capital Wealth Planning, LLC | History | Reduced | 125,419 | 19,157 | 0.11% | 0.15% | 127 | -38,126 | -23.31% | Q1 2026 | May 15, 2026 |
| IMC-Chicago, LLC | History | Reduced | 123,100 | 18,803 | 0.01% | 0.01% | 128 | -3,500 | -2.76% | Q1 2026 | May 05, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 121,040 | 18,488 | 0.01% | 0.0% | 129 | +45,683 | 60.62% | Q1 2026 | May 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 120,635 | 18,426 | 0.18% | 0.18% | 130 | -9,764 | -7.49% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 118,307 | 18,071 | 0.03% | 0.03% | 131 | +10,102 | 9.34% | Q1 2026 | May 14, 2026 |
| Quadrature Capital Ltd | History | Added to | 114,289 | 17,457 | 0.21% | 0.06% | 132 | +69,220 | 153.59% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 113,344 | 17,313 | 0.0% | 0.0% | 133 | -62,333 | -35.48% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 113,276 | 17,302 | 0.02% | 0.01% | 134 | +16,017 | 16.47% | Q1 2026 | May 08, 2026 |
| WILKINS INVESTMENT COUNSEL INC | History | Reduced | 112,677 | 17,211 | 2.47% | 2.34% | 135 | -3,735 | -3.21% | Q1 2026 | May 07, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 111,500 | 17,031 | 0.01% | 0.02% | 136 | -91,421 | -45.05% | Q1 2026 | May 14, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 108,597 | 16,588 | 0.01% | 0.06% | 137 | -679,380 | -86.22% | Q1 2026 | May 14, 2026 |
| EXENCIAL WEALTH ADVISORS, LLC | History | Added to | 108,594 | 16,587 | 0.52% | 0.42% | 138 | +13,096 | 13.71% | Q1 2026 | Apr 27, 2026 |
| Edgemoor Investment Advisors, Inc. | History | Added to | 108,581 | 16,585 | 1.31% | 1.16% | 139 | +251 | 0.23% | Q1 2026 | May 13, 2026 |
| Boston Common Asset Management, LLC | History | Reduced | 108,116 | 16,514 | 1.06% | 0.94% | 140 | -5,150 | -4.55% | Q1 2026 | May 07, 2026 |
| Cresset Asset Management, LLC | History | Added to | 107,430 | 16,409 | 0.07% | 0.06% | 141 | +598 | 0.56% | Q1 2026 | May 15, 2026 |
| Callan Family Office, LLC | History | Added to | 106,950 | 16,336 | 0.37% | 0.31% | 142 | +2,103 | 2.01% | Q1 2026 | May 13, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 102,595 | 15,910 | 0.03% | 0.02% | 143 | -3,445 | -3.25% | Q1 2026 | May 05, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Added to | 104,146 | 15,908 | 0.28% | 0.25% | 144 | +4,312 | 4.32% | Q1 2026 | Apr 20, 2026 |
| Ethic Inc. | History | Added to | 103,551 | 15,817 | 0.25% | 0.2% | 145 | +9,686 | 10.32% | Q1 2026 | Apr 27, 2026 |
| NOMURA HOLDINGS INC | History | New | 99,013 | 15,124 | 0.04% | — | 146 | +99,013 | New | Q1 2026 | May 15, 2026 |
| First Fiduciary Investment Counsel, Inc. | History | Reduced | 98,838 | 15,098 | 3.04% | 3.62% | 147 | -36,610 | -27.03% | Q1 2026 | May 01, 2026 |
| Allworth Financial LP | History | Added to | 96,473 | 14,736 | 0.06% | 0.05% | 148 | +3,448 | 3.71% | Q1 2026 | May 14, 2026 |
| Brooklyn Investment Group | History | Added to | 96,271 | 14,705 | 0.46% | 0.42% | 149 | +31,323 | 48.23% | Q1 2026 | Apr 29, 2026 |
| American Assets Investment Management, LLC | History | No change | 93,610 | 14,298 | 0.97% | 0.89% | 150 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | Added to | 92,055 | 14,061 | 0.09% | 0.07% | 151 | +7,014 | 8.25% | Q1 2026 | May 15, 2026 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | History | Reduced | 91,898 | 14,037 | 0.21% | 0.23% | 152 | -22,937 | -19.97% | Q1 2026 | May 12, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 90,326 | 13,797 | 0.07% | 0.07% | 153 | -1,236 | -1.35% | Q1 2026 | May 05, 2026 |
| BAHL & GAYNOR INC | History | Reduced | 85,688 | 13,088 | 0.07% | 0.06% | 154 | -474 | -0.55% | Q1 2026 | May 07, 2026 |
| MANNING & NAPIER ADVISORS LLC | History | Reduced | 84,943 | 12,975 | 0.18% | 0.15% | 155 | -909 | -1.06% | Q1 2026 | Apr 30, 2026 |
| Matthew Goff Investment Advisor, LLC | History | Reduced | 84,606 | 12,923 | 2.15% | 2.1% | 156 | -1,249 | -1.45% | Q1 2026 | Apr 16, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 84,517 | 12,909 | 0.07% | 0.06% | 157 | +17,935 | 26.94% | Q1 2026 | May 15, 2026 |
| CIBC WORLD MARKET INC. | History | Reduced | 84,313 | 12,878 | 0.02% | 0.12% | 158 | -444,250 | -84.05% | Q1 2026 | May 14, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Reduced | 83,792 | 12,799 | 0.66% | 0.51% | 159 | -3,891 | -4.44% | Q1 2026 | May 15, 2026 |
| INVESTMENT HOUSE LLC | History | Reduced | 81,783 | 12,492 | 0.65% | 0.54% | 160 | -65 | -0.08% | Q1 2026 | Apr 29, 2026 |
| Eldred Rock Partners, LLC | History | Reduced | 80,768 | 12,337 | 3.14% | 2.92% | 161 | -781 | -0.96% | Q1 2026 | Apr 08, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 79,612 | 12,160 | 0.13% | 0.18% | 162 | -14,670 | -15.56% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Reduced | 79,113 | 12,084 | 0.03% | 0.03% | 163 | -3,961 | -4.77% | Q1 2026 | May 14, 2026 |
| ZEVIN ASSET MANAGEMENT LLC | History | Reduced | 79,087 | 12,080 | 1.67% | 1.5% | 164 | -1,895 | -2.34% | Q1 2026 | May 07, 2026 |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | History | Reduced | 83,279 | 12,043 | 0.15% | 0.15% | 165 | -1,220 | -1.44% | Q1 2026 | May 06, 2026 |
| Cohen Capital Management, Inc. | History | Added to | 76,849 | 11,738 | 1.82% | 1.59% | 166 | +236 | 0.31% | Q1 2026 | Apr 14, 2026 |
| BARCLAYS PLC | History | Added to | 76,773 | 11,727 | 0.0% | 0.0% | 167 | +76,064 | 10728.35% | Q1 2026 | May 14, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 74,666 | 11,566 | 0.03% | 0.02% | 168 | +45,644 | 157.27% | Q1 2026 | May 12, 2026 |
| GABELLI FUNDS LLC | History | No change | 75,500 | 11,532 | 0.08% | 0.07% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Live Oak Private Wealth LLC | History | Reduced | 75,338 | 11,507 | 1.6% | 1.44% | 170 | -1,254 | -1.64% | Q1 2026 | Apr 20, 2026 |
| Reynders McVeigh Capital Management, LLC | History | Reduced | 73,392 | 11,211 | 0.57% | 0.5% | 171 | -4,562 | -5.85% | Q1 2026 | Apr 27, 2026 |
| SCOTIA CAPITAL INC. | History | Added to | 72,553 | 11,082 | 0.05% | 0.03% | 173 | +25,084 | 52.84% | Q1 2026 | May 13, 2026 |
| CLIFFORD SWAN INVESTMENT COUNSEL LLC | History | Reduced | 72,551 | 11,082 | 0.38% | 0.34% | 172 | -998 | -1.36% | Q1 2026 | May 06, 2026 |
| TOWER BRIDGE ADVISORS | History | Added to | 71,531 | 10,926 | 1.06% | 0.99% | 174 | +630 | 0.89% | Q1 2026 | May 12, 2026 |
| Tweedy, Browne Co LLC | History | Reduced | 71,305 | 10,891 | 0.87% | 0.83% | 175 | -3,600 | -4.81% | Q1 2026 | May 06, 2026 |
| Mengis Capital Management, Inc. | History | Reduced | 70,648 | 10,791 | 1.86% | 1.72% | 176 | -100 | -0.14% | Q1 2026 | May 12, 2026 |
| Altrius Capital Management Inc | History | Reduced | 70,631 | 10,789 | 2.15% | 2.19% | 177 | -4,292 | -5.73% | Q1 2026 | May 05, 2026 |
| CAMDEN NATIONAL BANK | History | Reduced | 70,211 | 10,724 | 1.45% | 1.34% | 178 | -658 | -0.93% | Q1 2026 | May 04, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 70,100 | 10,707 | 0.01% | 0.01% | 179 | -25,700 | -26.83% | Q1 2026 | May 15, 2026 |
| Laird Norton Wetherby Trust Company, LLC | History | Added to | 69,383 | 10,598 | 0.23% | 0.2% | 180 | +271 | 0.39% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 68,854 | 10,517 | 0.07% | 0.14% | 181 | +8,329 | 13.76% | Q1 2026 | May 14, 2026 |
| SALEM INVESTMENT COUNSELORS INC | History | Added to | 68,728 | 10,498 | 0.31% | 0.02% | 182 | +63,391 | 1187.76% | Q1 2026 | Apr 29, 2026 |
| Baird Financial Group, Inc. | History | Reduced | 67,212 | 10,266 | 0.02% | 0.01% | 183 | -1,173 | -1.72% | Q1 2026 | May 14, 2026 |
| SALT Holding Corp. | History | New | 66,844 | 10,210 | 6.17% | — | 184 | +66,844 | New | Q1 2026 | May 15, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 66,346 | 10,134 | 0.15% | 0.11% | 185 | +9,876 | 17.49% | Q1 2026 | May 01, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 64,670 | 9,878 | 0.43% | 0.34% | 186 | +6,307 | 10.81% | Q1 2026 | May 08, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | Added to | 63,679 | 9,726 | 0.04% | 0.03% | 187 | +10,666 | 20.12% | Q1 2026 | Apr 24, 2026 |
| DV EQUITIES, LLC | History | No change | 69,935 | 9,641 | 1.73% | 1.73% | 188 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| GLENMEDE TRUST CO NA | History | Added to | 63,066 | 9,633 | 0.05% | 0.04% | 189 | +8,680 | 15.96% | Q1 2026 | May 26, 2026 |
| Franklin, Parlapiano, Turner & Welch, LLC | History | Reduced | 65,092 | 9,599 | 2.29% | 2.53% | 190 | -5,419 | -7.69% | Q1 2026 | Apr 24, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 62,486 | 9,544 | 0.01% | 0.01% | 191 | -623 | -0.99% | Q1 2026 | May 07, 2026 |
| Atria Investments, Inc | History | Added to | 62,456 | 9,540 | 0.11% | 0.09% | 192 | +4,190 | 7.19% | Q1 2026 | May 05, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 61,012 | 9,319 | 0.28% | 0.25% | 193 | +1,152 | 1.92% | Q1 2026 | May 13, 2026 |
| XTX Topco Ltd | History | Added to | 60,566 | 9,251 | 0.16% | 0.06% | 194 | +44,077 | 267.31% | Q1 2026 | May 15, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Added to | 59,318 | 9,060 | 0.05% | 0.04% | 195 | +8,556 | 16.86% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 59,061 | 9,022 | 0.01% | 0.01% | 196 | +18,649 | 46.15% | Q1 2026 | May 06, 2026 |
| WELCH & FORBES LLC | History | Reduced | 57,626 | 8,802 | 0.11% | 0.1% | 197 | -3,462 | -5.67% | Q1 2026 | May 01, 2026 |
| 1832 Asset Management L.P. | History | Reduced | 56,957 | 8,700 | 0.01% | 0.01% | 198 | -2,382 | -4.01% | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 56,894 | 8,690 | 0.07% | 0.04% | 199 | +14,571 | 34.43% | Q1 2026 | May 13, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 56,427 | 8,619 | 0.01% | 0.01% | 200 | -962 | -1.68% | Q1 2026 | May 11, 2026 |
| PINNACLE ASSOCIATES LTD | History | Reduced | 55,979 | 8,550 | 0.11% | 0.1% | 201 | -1,226 | -2.14% | Q1 2026 | Apr 21, 2026 |
| Advisors Capital Management, LLC | History | Added to | 55,225 | 8,435 | 0.1% | 0.09% | 202 | +208 | 0.38% | Q1 2026 | May 01, 2026 |
| Boston Partners | History | Added to | 55,173 | 8,431 | 0.01% | 0.01% | 203 | +7,869 | 16.63% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Added to | 54,803 | 8,371 | 0.02% | 0.02% | 204 | +331 | 0.61% | Q1 2026 | Apr 30, 2026 |
| China Universal Asset Management Co., Ltd. | History | Added to | 53,135 | 8,116 | 0.61% | 0.38% | 205 | +17,135 | 47.6% | Q1 2026 | Apr 27, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 53,072 | 8,106 | 0.03% | 0.03% | 206 | +5,716 | 12.07% | Q1 2026 | Apr 30, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 58,580 | 8,076 | 0.0% | 0.0% | 207 | +47,267 | 417.81% | Q1 2026 | May 15, 2026 |
| Narwhal Capital Management | History | Reduced | 52,668 | 8,045 | 0.59% | 0.54% | 208 | -1,144 | -2.13% | Q1 2026 | Apr 23, 2026 |
| Triasima Portfolio Management inc. | History | Added to | 52,470 | 8,014 | 1.21% | 1.04% | 209 | +2,295 | 4.57% | Q1 2026 | Apr 24, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 52,244 | 7,980 | 0.0% | 0.0% | 210 | -526 | -1.0% | Q1 2026 | May 06, 2026 |
| FIDUCIARY TRUST CO | History | Reduced | 51,557 | 7,875 | 0.09% | 0.09% | 211 | -4,061 | -7.3% | Q1 2026 | May 15, 2026 |
| Glassy Mountain Advisors, Inc. | History | Added to | 50,625 | 7,732 | 2.4% | 2.1% | 212 | +188 | 0.37% | Q1 2026 | May 08, 2026 |
| Archford Capital Strategies, LLC | History | Added to | 50,600 | 7,729 | 0.88% | 0.75% | 213 | +3,928 | 8.42% | Q1 2026 | Apr 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Added to | 50,553 | 7,721 | 0.02% | 0.02% | 214 | +4,647 | 10.12% | Q1 2026 | May 15, 2026 |
| CULLEN INVESTMENT GROUP, LTD. | History | Added to | 50,305 | 7,682 | 1.01% | 0.6% | 215 | +17,408 | 52.92% | Q1 2026 | Apr 09, 2026 |
| WALLED LAKE PLANNING & WEALTH MANAGEMENT, LLC | History | Added to | 50,002 | 7,637 | 2.24% | 2.16% | 216 | +370 | 0.75% | Q1 2026 | Apr 30, 2026 |
| Geneos Wealth Management Inc. | History | Reduced | 49,989 | 7,635 | 0.18% | 0.22% | 217 | -14,852 | -22.91% | Q1 2026 | May 04, 2026 |
| Cardinal Capital Management | History | Added to | 49,684 | 7,589 | 0.98% | 0.91% | 218 | +19 | 0.04% | Q1 2026 | Apr 08, 2026 |
| PITTENGER & ANDERSON INC | History | No change | 49,020 | 7,487 | 0.3% | 0.26% | 219 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| LOCKHEED MARTIN INVESTMENT MANAGEMENT CO | History | Reduced | 49,000 | 7,484 | 0.27% | 0.26% | 220 | -8,300 | -14.49% | Q1 2026 | May 06, 2026 |
| PARK AVENUE SECURITIES LLC | History | Added to | 48,906 | 7,470 | 0.06% | 0.06% | 221 | +327 | 0.67% | Q1 2026 | Apr 07, 2026 |
| SMITHBRIDGE ASSET MANAGEMENT INC/DE | History | Reduced | 48,780 | 7,451 | 1.11% | 1.15% | 222 | -49,032 | -50.13% | Q1 2026 | Apr 24, 2026 |
| SIGNATUREFD, LLC | History | Added to | 48,040 | 7,338 | 0.11% | 0.1% | 223 | +1,411 | 3.03% | Q1 2026 | Apr 07, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 47,991 | 7,330 | 0.01% | 0.01% | 224 | +3,580 | 8.06% | Q1 2026 | May 14, 2026 |
| Financial Gravity Asset Management, Inc. | History | Reduced | 47,971 | 7,327 | 1.3% | 1.29% | 225 | -466 | -0.96% | Q1 2026 | May 08, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 47,699 | 7,286 | 0.16% | 0.15% | 226 | +454 | 0.96% | Q1 2026 | May 14, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 47,517 | 7,258 | 0.17% | 0.06% | 227 | +37,876 | 392.86% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 46,575 | 7,114 | 0.03% | 0.02% | 228 | -7,693 | -14.18% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 46,436 | 7,093 | 0.13% | — | 229 | +46,436 | New | Q1 2026 | Apr 27, 2026 |
| Curi Capital, LLC | History | Reduced | 45,441 | 6,941 | 0.12% | 0.16% | 230 | -20,872 | -31.47% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 45,438 | 6,940 | 0.04% | 0.04% | 231 | -8,823 | -16.26% | Q1 2026 | May 08, 2026 |
| FACTORY MUTUAL INSURANCE CO | History | Added to | 45,066 | 6,883 | 0.08% | 0.05% | 232 | +9,270 | 25.9% | Q1 2026 | May 05, 2026 |
| World Investment Advisors | History | Reduced | 44,219 | 6,754 | 0.11% | 0.11% | 233 | -5,995 | -11.94% | Q1 2026 | Apr 27, 2026 |
| Bleakley Financial Group, LLC | History | Reduced | 44,137 | 6,741 | 0.11% | 0.12% | 234 | -4,806 | -9.82% | Q1 2026 | May 04, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 44,021 | 6,724 | 0.01% | 0.0% | 235 | +11,586 | 35.72% | Q1 2026 | May 11, 2026 |
| Rathbones Group PLC | History | Reduced | 43,818 | 6,693 | 0.03% | 0.03% | 236 | -2,188 | -4.76% | Q1 2026 | May 12, 2026 |
| Private Advisor Group, LLC | History | Added to | 43,765 | 6,685 | 0.03% | 0.03% | 237 | +2,687 | 6.54% | Q1 2026 | Apr 24, 2026 |
| Monte Financial Group, LLC | History | Reduced | 43,398 | 6,629 | 2.35% | 2.26% | 238 | -625 | -1.42% | Q1 2026 | May 14, 2026 |
| Sequoia Financial Advisors, LLC | History | Added to | 42,951 | 6,560 | 0.04% | 0.03% | 239 | +1,316 | 3.16% | Q1 2026 | Apr 30, 2026 |
| Catalyst Capital Advisors LLC | History | Reduced | 42,817 | 6,540 | 0.12% | 0.13% | 240 | -4,825 | -10.13% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 42,531 | 6,498 | 0.0% | 0.0% | 241 | +36,716 | 631.4% | Q1 2026 | May 15, 2026 |
| Vident Advisory, LLC | History | Added to | 41,816 | 6,387 | 0.05% | 0.05% | 242 | +4,794 | 12.95% | Q1 2026 | May 14, 2026 |
| TRUST CO OF VERMONT | History | No change | 45,745 | 6,306 | 0.26% | 0.26% | 243 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| DAVENPORT & Co LLC | History | Added to | 41,281 | 6,305 | 0.03% | 0.03% | 244 | +3,917 | 10.48% | Q1 2026 | Apr 15, 2026 |
| Perennial Advisors, LLC | History | Reduced | 40,888 | 6,245 | 1.06% | 0.98% | 245 | -1,456 | -3.44% | Q1 2026 | Apr 13, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 40,680 | 6,213 | 0.03% | 0.02% | 246 | +21,246 | 109.32% | Q1 2026 | May 15, 2026 |
| HAMEL ASSOCIATES, INC. | History | Reduced | 40,555 | 6,194 | 1.77% | 1.69% | 247 | -30 | -0.07% | Q1 2026 | May 07, 2026 |
| Henry James International Management Inc. | History | Reduced | 40,396 | 6,170 | 2.23% | 1.89% | 248 | -3,200 | -7.34% | Q1 2026 | Apr 10, 2026 |
| First Pacific Financial | History | Reduced | 39,922 | 6,098 | 0.79% | 0.72% | 249 | -150 | -0.37% | Q1 2026 | Apr 23, 2026 |
| CARRET ASSET MANAGEMENT, LLC | History | Reduced | 39,708 | 6,065 | 0.59% | 0.52% | 250 | -107 | -0.27% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 39,646 | 6,055 | 0.34% | 0.16% | 251 | +15,027 | 61.04% | Q1 2026 | May 15, 2026 |
| Patriot Financial Group Insurance Agency, LLC | History | Added to | 39,496 | 6,033 | 0.34% | 0.31% | 252 | +20,818 | 111.46% | Q1 2026 | Apr 22, 2026 |
| Caprock Group, LLC | History | Added to | 39,296 | 6,002 | 0.15% | 0.11% | 253 | +1,549 | 4.1% | Q1 2026 | May 11, 2026 |
| WCG Wealth Advisors LLC | History | Added to | 38,960 | 5,951 | 0.17% | 0.15% | 254 | +1,255 | 3.33% | Q1 2026 | May 12, 2026 |
| Naviter Wealth, LLC | History | Added to | 38,815 | 5,929 | 0.74% | 0.68% | 255 | +1,157 | 3.07% | Q1 2026 | Apr 10, 2026 |
| Advisory Services Network, LLC | History | Added to | 38,689 | 5,909 | 0.08% | 0.06% | 256 | +6,796 | 21.31% | Q1 2026 | May 15, 2026 |
| CHOREO, LLC | History | Added to | 38,611 | 5,897 | 0.07% | 0.06% | 257 | +5,388 | 16.22% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 38,371 | 5,861 | 0.03% | 0.03% | 258 | +186 | 0.49% | Q1 2026 | May 15, 2026 |
| Argent Trust Co | History | Reduced | 38,288 | 5,848 | 0.2% | 0.19% | 259 | -2,045 | -5.07% | Q1 2026 | May 13, 2026 |
| Hayek Kallen Investment Management | History | New | 38,070 | 5,815 | 1.89% | — | 260 | +38,070 | New | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Reduced | 37,739 | 5,764 | 0.01% | 0.05% | 261 | -196,561 | -83.89% | Q1 2026 | May 08, 2026 |
| Euro Pacific Asset Management, LLC | History | Reduced | 41,588 | 5,749 | 0.57% | 0.61% | 262 | -643 | -1.52% | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 37,202 | 5,682 | 0.0% | 0.01% | 263 | -24,216 | -39.43% | Q1 2026 | May 15, 2026 |
| EP Wealth Advisors, LLC | History | Added to | 37,111 | 5,668 | 0.03% | 0.01% | 264 | +20,134 | 118.6% | Q1 2026 | May 14, 2026 |
| SPHERA FUNDS MANAGEMENT LTD. | History | No change | 37,000 | 5,651 | 0.9% | 0.99% | 265 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 36,665 | 5,600 | 0.15% | 0.14% | 266 | -1,193 | -3.15% | Q1 2026 | Apr 23, 2026 |
| Spire Wealth Management | History | Reduced | 36,565 | 5,585 | 0.19% | 0.18% | 267 | -2,418 | -6.2% | Q1 2026 | Apr 22, 2026 |
| NATIXIS | History | New | 36,500 | 5,575 | 0.02% | — | 268 | +36,500 | New | Q1 2026 | May 14, 2026 |
| Arkadios Wealth Advisors | History | Added to | 36,200 | 5,529 | 0.09% | 0.09% | 269 | +1,357 | 3.89% | Q1 2026 | May 18, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 36,106 | 5,515 | 0.0% | 0.0% | 270 | -34 | -0.09% | Q1 2026 | May 12, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 35,611 | 5,439 | 0.01% | 0.01% | 271 | +4,622 | 14.91% | Q1 2026 | May 01, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 35,432 | 5,412 | 0.0% | 0.0% | 272 | -15,600 | -30.57% | Q1 2026 | May 15, 2026 |
| DEARBORN PARTNERS LLC | History | Reduced | 35,208 | 5,378 | 0.29% | 0.24% | 273 | -17 | -0.05% | Q1 2026 | May 12, 2026 |
| Gradient Investments LLC | History | Added to | 35,153 | 5,369 | 0.08% | 0.03% | 274 | +20,492 | 139.77% | Q1 2026 | Apr 13, 2026 |
| Transmarket Holdings LP | History | Added to | 35,075 | 5,357 | 2.86% | 0.22% | 275 | +32,847 | 1474.28% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 34,514 | 5,352 | 0.05% | 0.05% | 276 | +136 | 0.4% | Q1 2026 | Apr 07, 2026 |
| Quartz Partners, LLC | History | Reduced | 34,994 | 5,345 | 2.07% | 1.82% | 277 | -388 | -1.1% | Q1 2026 | May 05, 2026 |
| Clearstead Advisors, LLC | History | Added to | 34,728 | 5,304 | 0.05% | 0.03% | 278 | +15,598 | 81.54% | Q1 2026 | May 06, 2026 |
| Lido Advisors, LLC | History | Reduced | 34,678 | 5,297 | 0.02% | 0.02% | 279 | -9,061 | -20.72% | Q1 2026 | May 13, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 34,550 | 5,277 | 1.59% | 1.58% | 280 | -325 | -0.93% | Q1 2026 | Apr 24, 2026 |
| Timber Creek Capital Management LLC | History | Reduced | 34,274 | 5,235 | 1.27% | 1.11% | 281 | -271 | -0.78% | Q1 2026 | Apr 28, 2026 |
| Merit Financial Group, LLC | History | Added to | 33,708 | 5,148 | 0.04% | 0.04% | 282 | +1,209 | 3.72% | Q1 2026 | Apr 15, 2026 |
| Auto-Owners Insurance Co | History | No change | 33,570 | 5,127 | 0.11% | 0.1% | 283 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Providence Capital Advisors, LLC | History | Added to | 32,977 | 5,037 | 0.82% | 0.74% | 284 | +895 | 2.79% | Q1 2026 | May 14, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | Added to | 32,801 | 5,010 | 0.16% | 0.14% | 285 | +78 | 0.24% | Q1 2026 | May 11, 2026 |
| WealthTrust Axiom LLC | History | Reduced | 32,741 | 5,001 | 1.23% | 1.17% | 286 | -144 | -0.44% | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 36,277 | 5,001 | 0.1% | 0.1% | 287 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Chesley Taft & Associates LLC | History | Added to | 32,730 | 4,999 | 0.21% | 0.18% | 288 | +250 | 0.77% | Q1 2026 | Apr 13, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 32,492 | 4,963 | 0.07% | 0.07% | 289 | -2,991 | -8.43% | Q1 2026 | May 11, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 32,458 | 4,957 | 0.04% | 0.04% | 290 | +1,298 | 4.17% | Q1 2026 | May 11, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Reduced | 32,671 | 4,912 | 0.15% | 0.21% | 291 | -18,860 | -36.6% | Q1 2026 | May 11, 2026 |
| COMMERCE BANK | History | Added to | 32,030 | 4,892 | 0.02% | 0.02% | 292 | +9,426 | 41.7% | Q1 2026 | May 11, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 31,740 | 4,848 | 0.01% | 0.0% | 293 | +4,250 | 15.46% | Q1 2026 | May 12, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Reduced | 31,464 | 4,806 | 0.07% | 0.07% | 294 | -2,904 | -8.45% | Q1 2026 | May 13, 2026 |
| Compound Planning, Inc. | History | Added to | 30,578 | 4,670 | 0.14% | 0.11% | 295 | +3,544 | 13.11% | Q1 2026 | May 14, 2026 |
| Choate Investment Advisors | History | Reduced | 30,492 | 4,657 | 0.09% | 0.08% | 296 | -655 | -2.1% | Q1 2026 | May 13, 2026 |
| Cornerstone Wealth Group, LLC | History | Reduced | 31,186 | 4,614 | 0.3% | 0.31% | 297 | -2,067 | -6.22% | Q1 2026 | Apr 22, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 30,142 | 4,604 | 0.02% | 0.02% | 298 | -22 | -0.07% | Q1 2026 | May 15, 2026 |
| BALDWIN WEALTH PARTNERS LLC/MA | History | Reduced | 29,995 | 4,581 | 0.33% | 0.28% | 299 | -2,293 | -7.1% | Q1 2026 | Apr 14, 2026 |
| Moors & Cabot, Inc. | History | Added to | 29,981 | 4,579 | 0.2% | 0.17% | 300 | +369 | 1.25% | Q1 2026 | May 08, 2026 |