NorthWestern Energy Group, Inc. - NWE
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 8,281,530 | 546,084 | 0.01% | 0.01% | 1 | -332,118 | -3.86% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 6,667,340 | 430,310 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 3,489,737 | 230,113 | 0.01% | — | 3 | +3,489,737 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,782,707 | 183,491 | 0.0% | — | 4 | +2,782,707 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 2,335,081 | 153,975 | 0.01% | 0.01% | 5 | -302,637 | -11.47% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,694,354 | 111,750 | 0.01% | 0.01% | 6 | +65,604 | 4.03% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 1,621,967 | 106,952 | 0.03% | 0.02% | 7 | +185,217 | 12.89% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 1,557,867 | 102,725 | 0.05% | 0.07% | 8 | -481,762 | -23.62% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,350,902 | 89,078 | 0.01% | 0.01% | 9 | +693,669 | 105.54% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,314,488 | 86,677 | 0.04% | 0.02% | 10 | +393,934 | 42.79% | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 1,274,526 | 84,035 | 0.06% | 0.06% | 11 | +14,605 | 1.16% | Q1 2026 | May 14, 2026 |
| SYSTEMATIC FINANCIAL MANAGEMENT LP | History | Reduced | 1,132,065 | 74,648 | 1.71% | 1.76% | 12 | -27,688 | -2.39% | Q1 2026 | May 13, 2026 |
| AQR Arbitrage LLC | History | Added to | 1,081,947 | 71,343 | 1.17% | 0.82% | 13 | +474,919 | 78.24% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,023,230 | 67,471 | 0.01% | 0.01% | 14 | +5,815 | 0.57% | Q1 2026 | May 07, 2026 |
| River Road Asset Management, LLC | History | Reduced | 1,005,802 | 66,322 | 0.75% | 0.89% | 15 | -258,165 | -20.42% | Q1 2026 | Apr 30, 2026 |
| UBS Group AG | History | Added to | 994,528 | 65,579 | 0.01% | 0.01% | 16 | +286,706 | 40.51% | Q1 2026 | May 05, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 910,560 | 60,042 | 0.08% | 0.08% | 17 | -95,326 | -9.48% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Reduced | 887,975 | 58,553 | 0.1% | 0.1% | 18 | -137,327 | -13.39% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 811,675 | 53,521 | 0.01% | 0.01% | 19 | +4,537 | 0.56% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 809,560 | 53,382 | 0.01% | 0.01% | 20 | +45,154 | 5.91% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 803,467 | 52,980 | 0.0% | 0.0% | 21 | +36,747 | 4.79% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 816,313 | 52,684 | 0.02% | 0.02% | 22 | +40,187 | 5.18% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 794,418 | 52,383 | 0.06% | 0.03% | 23 | +405,753 | 104.4% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 773,201 | 50,985 | 0.0% | 0.0% | 24 | -72,879 | -8.61% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 768,628 | 50,683 | 0.0% | 0.0% | 25 | -356,307 | -31.67% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 778,958 | 50,273 | 0.01% | 0.01% | 26 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 754,559 | 49,755 | 0.01% | 0.01% | 27 | -20,361 | -2.63% | Q1 2026 | May 05, 2026 |
| CITIGROUP INC | History | Added to | 738,638 | 48,705 | 0.02% | 0.01% | 28 | +256,024 | 53.05% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 657,706 | 43,369 | 0.02% | 0.03% | 29 | -111,934 | -14.54% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 657,262 | 43,339 | 0.98% | — | 30 | +657,262 | New | Q1 2026 | May 14, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 629,994 | 41,541 | 0.03% | 0.03% | 31 | -20,329 | -3.13% | Q1 2026 | May 13, 2026 |
| Hudson Bay Capital Management LP | History | Added to | 625,009 | 41,213 | 0.14% | 0.11% | 32 | +125,500 | 25.12% | Q1 2026 | May 13, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 579,628 | 38,220 | 0.34% | 0.33% | 33 | -14,260 | -2.4% | Q1 2026 | May 13, 2026 |
| GABELLI FUNDS LLC | History | No change | 548,700 | 36,181 | 0.24% | 0.24% | 34 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Added to | 546,033 | 36,005 | 0.09% | 0.08% | 35 | +62,742 | 12.98% | Q1 2026 | May 14, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 540,636 | 35,649 | 0.01% | 0.01% | 36 | -28,698 | -5.04% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Reduced | 487,039 | 32,115 | 0.01% | 0.01% | 37 | -15,703 | -3.12% | Q1 2026 | Apr 30, 2026 |
| ProShare Advisors LLC | History | Reduced | 484,415 | 31,942 | 0.05% | 0.07% | 39 | -160,920 | -24.94% | Q1 2026 | Apr 24, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Reduced | 484,425 | 31,942 | 0.11% | 0.11% | 38 | -18,795 | -3.73% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 455,570 | 30,040 | 0.01% | 0.01% | 40 | +9,995 | 2.24% | Q1 2026 | May 14, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 426,480 | 28,122 | 0.09% | 0.07% | 41 | +13,152 | 3.18% | Q1 2026 | May 08, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 407,099 | 26,844 | 0.02% | 0.02% | 42 | -9,907 | -2.38% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | New | 399,792 | 26,362 | 0.05% | — | 43 | +399,792 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 396,911 | 26,172 | 0.01% | — | 44 | +396,911 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 353,961 | 23,340 | 0.0% | 0.01% | 45 | -230,762 | -39.47% | Q1 2026 | May 12, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Reduced | 351,913 | 23,205 | 0.17% | 0.41% | 46 | -435,344 | -55.3% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 320,768 | 21,116 | 0.0% | 0.0% | 47 | +77,133 | 31.66% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 317,712 | 20,949 | 0.01% | 0.0% | 48 | +107,494 | 51.13% | Q1 2026 | May 06, 2026 |
| Fort Baker Capital Management LP | History | New | 313,027 | 20,641 | 1.62% | — | 49 | +313,027 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 304,502 | 20,078 | 0.1% | 0.09% | 50 | +15,881 | 5.5% | Q1 2026 | May 14, 2026 |
| HIGHBRIDGE CAPITAL MANAGEMENT LLC | History | New | 287,318 | 18,914 | 0.61% | — | 51 | +287,318 | New | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 276,004 | 18,199 | 0.03% | 0.08% | 52 | -536,496 | -66.03% | Q1 2026 | May 15, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 275,165 | 18,144 | 0.02% | 0.03% | 53 | -44,991 | -14.05% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 274,350 | 18,090 | 0.18% | 0.17% | 54 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Legal & General Group Plc | History | Reduced | 270,290 | 17,822 | 0.0% | 0.0% | 55 | -24,358 | -8.27% | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 225,250 | 14,852 | 0.03% | 0.0% | 56 | +191,629 | 569.97% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 225,164 | 14,847 | 0.01% | 0.0% | 57 | +92,134 | 69.26% | Q1 2026 | May 04, 2026 |
| Squarepoint Ops LLC | History | Reduced | 218,968 | 14,438 | 0.02% | 0.02% | 58 | -1,396 | -0.63% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 218,101 | 14,381 | 0.0% | 0.0% | 59 | -130,569 | -37.45% | Q1 2026 | May 12, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 216,139 | 14,252 | 0.01% | 0.0% | 60 | +211,705 | 4774.58% | Q1 2026 | May 14, 2026 |
| Magnetar Financial LLC | History | Added to | 198,460 | 13,086 | 0.13% | 0.12% | 61 | +803 | 0.41% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 195,772 | 12,909 | 0.01% | 0.01% | 62 | +2,199 | 1.14% | Q1 2026 | May 12, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 196,038 | 12,652 | 0.08% | 0.08% | 63 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 176,557 | 11,642 | 0.01% | 0.0% | 64 | +161,806 | 1096.92% | Q1 2026 | May 15, 2026 |
| Kintayl Capital LP | History | Added to | 170,055 | 11,213 | 5.84% | 5.07% | 65 | +39,928 | 30.68% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Added to | 147,718 | 9,740 | 0.0% | 0.0% | 66 | +14,611 | 10.98% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 137,645 | 9,076 | 0.0% | 0.0% | 67 | -98,656 | -41.75% | Q1 2026 | May 13, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Reduced | 129,999 | 8,572 | 0.07% | 0.08% | 68 | -7,844 | -5.69% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 127,386 | 8,399 | 0.04% | 0.04% | 69 | -4,815 | -3.64% | Q1 2026 | May 01, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 123,644 | 8,153 | 0.02% | 0.06% | 70 | -366,227 | -74.76% | Q1 2026 | May 01, 2026 |
| Swiss National Bank | History | Added to | 121,483 | 8,010 | 0.0% | 0.0% | 71 | +400 | 0.33% | Q1 2026 | May 07, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 120,115 | 7,920 | 0.09% | 0.08% | 72 | -2,688 | -2.19% | Q1 2026 | May 07, 2026 |
| Yaupon Capital Management LP | History | Added to | 104,922 | 6,918 | 0.22% | 0.23% | 73 | +4,298 | 4.27% | Q1 2026 | May 15, 2026 |
| First PREMIER Bank | History | Reduced | 103,592 | 6,830 | 1.58% | 1.55% | 74 | -975 | -0.93% | Q1 2026 | Apr 20, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 102,531 | 6,760 | 0.01% | 0.01% | 75 | -15,281 | -12.97% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 102,275 | 6,743 | 0.0% | 0.0% | 76 | -14,986 | -12.78% | Q1 2026 | Jul 17, 2026 |
| Ancora Advisors LLC | History | Reduced | 98,225 | 6,476 | 0.14% | 0.17% | 77 | -31,180 | -24.09% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 97,642 | 6,438 | 0.02% | 0.04% | 78 | -127,825 | -56.69% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 95,891 | 6,323 | 0.05% | — | 79 | +95,891 | New | Q1 2026 | May 14, 2026 |
| South Dakota Investment Council | History | Reduced | 93,111 | 6,140 | 0.12% | 0.13% | 80 | -9,600 | -9.35% | Q1 2026 | May 18, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 91,118 | 6,008 | 0.01% | 0.0% | 81 | +70,239 | 336.41% | Q1 2026 | May 14, 2026 |
| MAIRS & POWER INC | History | Added to | 86,002 | 5,670 | 0.06% | 0.05% | 82 | +4,320 | 5.29% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Added to | 85,365 | 5,628 | 0.01% | 0.01% | 83 | +27,966 | 48.72% | Q1 2026 | May 15, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 85,370 | 5,509 | 0.37% | 0.37% | 84 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| Oliver Luxxe Assets LLC | History | Added to | 82,446 | 5,436 | 0.81% | 0.78% | 85 | +3,220 | 4.06% | Q1 2026 | Apr 08, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 81,527 | 5,387 | 0.01% | 0.01% | 86 | -1,726 | -2.07% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Added to | 78,962 | 5,206 | 0.09% | 0.07% | 87 | +34,704 | 78.41% | Q1 2026 | May 15, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 77,837 | 5,132 | 0.01% | 0.01% | 88 | -7,928 | -9.24% | Q1 2026 | May 15, 2026 |
| CONNING INC. | History | No change | 77,076 | 5,082 | 0.17% | 0.17% | 89 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 76,104 | 5,015 | 0.0% | 0.0% | 90 | +17,200 | 29.2% | Q1 2026 | May 18, 2026 |
| Retirement Systems of Alabama | History | Added to | 75,328 | 4,967 | 0.02% | 0.02% | 91 | +1,630 | 2.21% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 75,303 | 4,965 | 0.01% | 0.0% | 92 | +14,478 | 23.8% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 76,365 | 4,928 | 0.02% | 0.02% | 93 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 72,432 | 4,776 | 0.01% | 0.01% | 94 | -2,013 | -2.7% | Q1 2026 | Apr 27, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 71,882 | 4,740 | 0.0% | 0.0% | 95 | +13,198 | 22.49% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 71,176 | 4,693 | 0.01% | 0.01% | 96 | +3,542 | 5.24% | Q1 2026 | Apr 27, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | No change | 70,176 | 4,627 | 0.01% | 0.02% | 97 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 70,033 | 4,617 | 0.09% | 0.09% | 98 | -3,993 | -5.39% | Q1 2026 | Apr 13, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 68,300 | 4,503 | 0.0% | 0.01% | 99 | -64,100 | -48.41% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 67,928 | 4,479 | 0.01% | 0.0% | 100 | +67,350 | 11652.25% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 66,853 | 4,408 | 0.0% | 0.0% | 101 | -27,639 | -29.25% | Q1 2026 | May 15, 2026 |
| Magellan Asset Management Ltd | History | Added to | 65,874 | 4,343 | 0.06% | 0.04% | 102 | +13,464 | 25.69% | Q1 2026 | May 11, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 64,187 | 4,232 | 0.01% | — | 103 | +64,187 | New | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 60,697 | 4,002 | 0.02% | 0.01% | 105 | -15,733 | -20.58% | Q1 2026 | May 14, 2026 |
| DEROY & DEVEREAUX PRIVATE INVESTMENT COUNSEL INC | History | Added to | 60,695 | 4,002 | 0.19% | 0.19% | 104 | +300 | 0.5% | Q1 2026 | Apr 27, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 56,784 | 3,744 | 0.0% | 0.0% | 106 | -2,622 | -4.41% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 56,426 | 3,720 | 0.0% | 0.0% | 107 | +14,427 | 34.35% | Q1 2026 | May 13, 2026 |
| Weiss Asset Management LP | History | Added to | 56,276 | 3,710 | 0.06% | 0.03% | 108 | +25,832 | 84.85% | Q1 2026 | May 15, 2026 |
| Mathes Company, Inc. | History | Added to | 56,255 | 3,709 | 1.36% | 1.26% | 109 | +1,600 | 2.93% | Q1 2026 | May 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 55,952 | 3,689 | 0.0% | 0.0% | 110 | +9,652 | 20.85% | Q1 2026 | May 04, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 55,009 | 3,627 | 0.07% | 0.08% | 111 | -2,606 | -4.52% | Q1 2026 | May 04, 2026 |
| HEARTLAND ADVISORS INC | History | Reduced | 53,687 | 3,540 | 0.18% | 0.24% | 112 | -15,940 | -22.89% | Q1 2026 | May 06, 2026 |
| Mint Tower Capital Management B.V. | History | Added to | 52,422 | 3,457 | 0.31% | 0.02% | 113 | +50,000 | 2064.41% | Q1 2026 | May 04, 2026 |
| North Star Investment Management Corp. | History | Added to | 50,999 | 3,362 | 0.2% | 0.21% | 114 | +1 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 49,589 | 3,269 | 0.0% | 0.0% | 115 | -238,513 | -82.79% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 47,287 | 3,118 | 0.0% | — | 116 | +47,287 | New | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 46,808 | 3,086 | 0.0% | 0.0% | 117 | -4,115 | -8.08% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 46,740 | 3,082 | 0.0% | 0.0% | 118 | -44,881 | -48.99% | Q1 2026 | Jul 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 46,673 | 3,077 | 0.01% | — | 119 | +46,673 | New | Q1 2026 | May 08, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Reduced | 46,267 | 3,050 | 0.01% | 0.01% | 120 | -3,299 | -6.66% | Q1 2026 | Apr 30, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 45,599 | 3,006 | 0.03% | 0.02% | 121 | +17,803 | 64.05% | Q1 2026 | May 08, 2026 |
| Bridgewater Associates, LP | History | Reduced | 44,477 | 2,932 | 0.01% | 0.03% | 122 | -79,304 | -64.07% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 44,761 | 2,888 | 0.16% | 0.16% | 123 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 40,927 | 2,698 | 0.02% | 0.01% | 124 | +6,508 | 18.91% | Q1 2026 | May 15, 2026 |
| Lesa Sroufe & Co | History | Added to | 40,655 | 2,681 | 1.83% | 1.93% | 125 | +461 | 1.15% | Q1 2026 | Apr 27, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | Reduced | 40,317 | 2,658 | 0.04% | 0.04% | 126 | -559 | -1.37% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 40,004 | 2,637 | 0.04% | 0.09% | 127 | -41,267 | -50.78% | Q1 2026 | May 15, 2026 |
| Creative Planning | History | Added to | 38,988 | 2,570 | 0.0% | 0.0% | 128 | +4,431 | 12.82% | Q1 2026 | May 12, 2026 |
| Skandinaviska Enskilda Banken AB (publ) | History | Added to | 34,226 | 2,256 | 0.05% | 0.0% | 129 | +24,226 | 242.26% | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 33,580 | 2,214 | 0.0% | 0.0% | 130 | +293 | 0.88% | Q1 2026 | May 13, 2026 |
| DC Investments Management, LLC | History | No change | 32,976 | 2,174 | 0.83% | 0.94% | 131 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 32,812 | 2,163 | 0.01% | 0.01% | 132 | +43 | 0.13% | Q1 2026 | May 05, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 32,629 | 2,151 | 0.16% | 0.13% | 133 | +4,367 | 15.45% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 30,506 | 2,011 | 0.01% | 0.01% | 134 | +47 | 0.15% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 29,326 | 1,933 | 0.0% | 0.0% | 135 | +15,314 | 109.29% | Q1 2026 | May 06, 2026 |
| Verition Fund Management LLC | History | Reduced | 29,056 | 1,915 | 0.01% | 0.01% | 136 | -1,655 | -5.39% | Q1 2026 | May 15, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Reduced | 28,670 | 1,890 | 0.04% | 0.05% | 137 | -24,800 | -46.38% | Q1 2026 | May 15, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Reduced | 28,262 | 1,863 | 0.14% | 0.14% | 138 | -1,500 | -5.04% | Q1 2026 | Apr 20, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 27,046 | 1,783 | 0.02% | 0.01% | 139 | -3,167 | -10.48% | Q1 2026 | May 13, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 26,570 | 1,752 | 0.14% | — | 141 | +26,570 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Added to | 26,573 | 1,752 | 0.01% | 0.01% | 140 | +705 | 2.73% | Q1 2026 | May 08, 2026 |
| SCHNIEDERS CAPITAL MANAGEMENT, LLC. | History | Added to | 26,523 | 1,748 | 0.28% | 0.26% | 142 | +575 | 2.22% | Q1 2026 | May 04, 2026 |
| Graham Capital Management, L.P. | History | New | 26,321 | 1,735 | 0.04% | — | 143 | +26,321 | New | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | Added to | 25,750 | 1,697 | 0.02% | 0.01% | 144 | +9,785 | 61.29% | Q1 2026 | May 15, 2026 |
| CSS LLC/IL | History | Added to | 25,541 | 1,684 | 0.08% | 0.07% | 145 | +1,941 | 8.22% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 25,451 | 1,678 | 0.01% | 0.01% | 146 | -1,254 | -4.7% | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 25,344 | 1,671 | 0.0% | 0.0% | 147 | -476 | -1.84% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 25,180 | 1,660 | 0.0% | 0.0% | 148 | +8,728 | 53.05% | Q1 2026 | May 15, 2026 |
| NINE MASTS CAPITAL Ltd | History | New | 25,000 | 1,648 | 0.24% | — | 149 | +25,000 | New | Q1 2026 | May 12, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 24,828 | 1,637 | 0.0% | 0.0% | 150 | +1,044 | 4.39% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 24,120 | 1,590 | 0.0% | — | 151 | +24,120 | New | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 23,668 | 1,560 | 0.0% | 0.0% | 152 | -1,447 | -5.76% | Q1 2026 | May 08, 2026 |
| Olympiad Research LP | History | No change | 22,848 | 1,506 | 4.59% | 3.92% | 153 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Quantinno Capital Management LP | History | Added to | 21,415 | 1,412 | 0.0% | 0.0% | 154 | +3,751 | 21.24% | Q1 2026 | May 15, 2026 |
| Polar Asset Management Partners Inc. | History | No change | 20,987 | 1,383 | 0.03% | 0.02% | 155 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Reduced | 19,690 | 1,298 | 0.0% | 0.0% | 156 | -12,600 | -39.02% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 19,420 | 1,280 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| HAGER INVESTMENT MANAGEMENT SERVICES, LLC | History | Added to | 19,217 | 1,267 | 0.7% | 0.55% | 158 | +3,699 | 23.84% | Q1 2026 | May 12, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 19,066 | 1,257 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Headlands Technologies LLC | History | Added to | 19,053 | 1,256 | 0.14% | 0.03% | 160 | +13,573 | 247.68% | Q1 2026 | May 13, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 18,974 | 1,251 | 0.01% | 0.01% | 161 | -4,224 | -18.21% | Q1 2026 | Apr 30, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 18,922 | 1,248 | 0.01% | 0.01% | 162 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Diametric Capital, LP | History | Reduced | 18,851 | 1,243 | 0.32% | 0.38% | 163 | -2,871 | -13.22% | Q1 2026 | May 15, 2026 |
| STRS OHIO | History | Reduced | 18,400 | 1,213 | 0.0% | 0.0% | 164 | -400 | -2.13% | Q1 2026 | Apr 24, 2026 |
| WINTON GROUP Ltd | History | Added to | 18,218 | 1,201 | 0.04% | 0.03% | 165 | +6,145 | 50.9% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 18,201 | 1,200 | 0.0% | 0.0% | 166 | +637 | 3.63% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 18,001 | 1,186 | 0.0% | 0.0% | 167 | -6,730 | -27.21% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 17,946 | 1,183 | 0.01% | 0.01% | 168 | -1,006 | -5.31% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 17,800 | 1,173 | 0.02% | 0.02% | 169 | +800 | 4.71% | Q1 2026 | Apr 20, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Added to | 17,698 | 1,167 | 0.02% | 0.01% | 170 | +7,951 | 81.57% | Q1 2026 | Apr 27, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 17,459 | 1,151 | 0.07% | — | 171 | +17,459 | New | Q1 2026 | May 08, 2026 |
| Virtu Financial LLC | History | Reduced | 17,437 | 1,150 | 0.05% | 0.07% | 172 | -10,360 | -37.27% | Q1 2026 | May 14, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 17,370 | 1,145 | 0.01% | 0.0% | 173 | -2,614 | -13.08% | Q1 2026 | Apr 29, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 17,264 | 1,138 | 0.02% | 0.02% | 174 | -892 | -4.91% | Q1 2026 | May 13, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 16,562 | 1,119 | 0.0% | 0.0% | 175 | -1,101 | -6.23% | Q1 2026 | Apr 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 16,957 | 1,118 | 0.01% | 0.01% | 176 | +591 | 3.61% | Q1 2026 | Apr 29, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 16,882 | 1,113 | 0.04% | 0.03% | 178 | +1,738 | 11.48% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 16,886 | 1,113 | 0.0% | 0.0% | 177 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Arizona State Retirement System | History | Reduced | 16,867 | 1,112 | 0.01% | 0.01% | 179 | -269 | -1.57% | Q1 2026 | May 01, 2026 |
| SG Americas Securities, LLC | History | Reduced | 16,363 | 1,079 | 0.0% | 0.0% | 180 | -9,962 | -37.84% | Q1 2026 | Apr 16, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 16,265 | 1,072 | 0.03% | 0.03% | 181 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LMR Partners LLP | History | Added to | 15,852 | 1,045 | 0.0% | 0.0% | 182 | +6,959 | 78.25% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 15,611 | 1,029 | 0.0% | 0.0% | 183 | +4,403 | 39.28% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 15,517 | 1,023 | 0.0% | 0.01% | 184 | -14,178 | -47.75% | Q1 2026 | May 14, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 15,400 | 1,015 | 0.0% | 0.0% | 185 | +3,869 | 33.55% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | New | 14,870 | 981 | 0.01% | — | 186 | +14,870 | New | Q1 2026 | May 14, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 14,828 | 977 | 0.01% | 0.0% | 187 | +300 | 2.06% | Q1 2026 | May 04, 2026 |
| Vestcor Inc | History | Reduced | 14,096 | 929 | 0.03% | 0.03% | 188 | -4,400 | -23.79% | Q1 2026 | May 12, 2026 |
| WATER ISLAND CAPITAL LLC | History | Reduced | 13,838 | 912 | 0.1% | 0.1% | 189 | -469 | -3.28% | Q1 2026 | May 15, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 13,798 | 909 | 0.03% | 0.03% | 190 | -1,000 | -6.76% | Q1 2026 | Apr 21, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 13,765 | 907 | 0.01% | 0.01% | 191 | +26 | 0.19% | Q1 2026 | May 08, 2026 |
| &PARTNERS | History | New | 11,461 | 833 | 0.0% | — | 192 | +11,461 | New | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 12,610 | 831 | 0.01% | 0.01% | 193 | +300 | 2.44% | Q1 2026 | Apr 29, 2026 |
| CIBC Bancorp USA Inc. | History | New | 12,591 | 830 | 0.0% | — | 194 | +12,591 | New | Q1 2026 | May 12, 2026 |
| US BANCORP \DE\ | History | Reduced | 12,191 | 803 | 0.0% | 0.0% | 195 | -17 | -0.14% | Q1 2026 | May 14, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 11,860 | 782 | 0.0% | 0.0% | 196 | +773 | 6.97% | Q1 2026 | Apr 22, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 11,800 | 778 | 0.02% | 0.02% | 197 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 11,243 | 741 | 0.0% | 0.0% | 198 | -3,857 | -25.54% | Q1 2026 | May 15, 2026 |
| Odyssean, LLC | History | New | 11,133 | 734 | 0.27% | — | 199 | +11,133 | New | Q1 2026 | May 15, 2026 |
| Passumpsic Savings Bank | History | No change | 11,153 | 719 | 0.39% | 0.39% | 200 | 0 | 0.0% | Q4 2025 | Feb 05, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Added to | 10,854 | 715 | 0.08% | 0.07% | 201 | +3,344 | 44.53% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 10,838 | 714 | 0.01% | 0.02% | 202 | -11,585 | -51.67% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 10,806 | 712 | 0.0% | 0.0% | 203 | +5,925 | 121.39% | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 10,607 | 699 | 0.01% | 0.01% | 204 | +1,121 | 11.82% | Q1 2026 | May 14, 2026 |
| CSM Advisors, LLC | History | Reduced | 10,501 | 692 | 0.02% | 0.02% | 205 | -88 | -0.83% | Q1 2026 | May 15, 2026 |
| Private Advisor Group, LLC | History | Added to | 10,281 | 677 | 0.0% | 0.0% | 206 | +1 | 0.01% | Q1 2026 | Apr 24, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 10,246 | 676 | 0.05% | 0.0% | 207 | +9,918 | 3023.78% | Q1 2026 | Apr 28, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 9,894 | 652 | 0.03% | 0.03% | 208 | -101 | -1.01% | Q1 2026 | May 07, 2026 |
| VAUGHAN & Co SECURITIES, INC. | History | Reduced | 9,389 | 619 | 0.32% | 0.32% | 209 | -307 | -3.17% | Q1 2026 | Apr 27, 2026 |
| BAILARD, INC. | History | Reduced | 9,326 | 614 | 0.01% | 0.02% | 210 | -1,274 | -12.02% | Q1 2026 | May 11, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | New | 8,759 | 577 | 0.0% | — | 212 | +8,759 | New | Q1 2026 | May 15, 2026 |
| Accurate Wealth Management, LLC | History | Added to | 8,178 | 577 | 0.07% | 0.04% | 211 | +3,676 | 81.65% | Q1 2026 | Apr 22, 2026 |
| XPONANCE LLC | History | Added to | 8,703 | 573 | 0.0% | 0.0% | 214 | +1,271 | 17.1% | Q1 2026 | May 13, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | No change | 8,700 | 573 | 0.11% | 0.12% | 213 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 7,891 | 570 | 0.03% | — | 216 | +7,891 | New | Q1 2026 | May 15, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 8,650 | 570 | 0.04% | 0.05% | 215 | +1,162 | 15.52% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 8,202 | 540 | 0.01% | 0.01% | 217 | +230 | 2.89% | Q1 2026 | Apr 20, 2026 |
| COMMERCE BANK | History | Reduced | 8,118 | 535 | 0.0% | 0.0% | 218 | -925 | -10.23% | Q1 2026 | May 11, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Reduced | 8,101 | 534 | 0.0% | 0.01% | 219 | -2,564 | -24.04% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 8,111 | 534 | 0.0% | 0.0% | 220 | +1,371 | 20.34% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 7,965 | 525 | 0.0% | 0.0% | 221 | -1,153 | -12.65% | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,870 | 518 | 0.01% | 0.01% | 222 | +2,127 | 37.04% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | New | 7,742 | 510 | 0.0% | — | 223 | +7,742 | New | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 7,484 | 488 | 0.0% | 0.0% | 224 | +6,287 | 525.23% | Q1 2026 | May 15, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Added to | 7,369 | 486 | 0.03% | 0.02% | 225 | +2,848 | 62.99% | Q1 2026 | Apr 28, 2026 |
| Atria Investments, Inc | History | Reduced | 7,371 | 486 | 0.01% | 0.01% | 226 | -1,863 | -20.18% | Q1 2026 | May 05, 2026 |
| Van Diest Capital, LLC | History | New | 7,330 | 483 | 0.38% | — | 228 | +7,330 | New | Q1 2026 | May 15, 2026 |
| Exit Wealth Advisors, LLC. | History | New | 7,325 | 483 | 0.25% | — | 227 | +7,325 | New | Q1 2026 | May 11, 2026 |
| Jacobi Capital Management LLC | History | Added to | 7,256 | 478 | 0.03% | 0.03% | 229 | +7 | 0.1% | Q1 2026 | May 13, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 7,216 | 475 | 0.01% | 0.01% | 230 | +241 | 3.46% | Q1 2026 | Apr 23, 2026 |
| Resona Asset Management Co.,Ltd. | History | No change | 7,172 | 472 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Pacer Advisors, Inc. | History | Reduced | 7,079 | 467 | 0.0% | 0.0% | 232 | -272 | -3.7% | Q1 2026 | Jun 18, 2026 |
| Intrua Financial, LLC | History | Added to | 7,064 | 465 | 0.05% | 0.05% | 233 | +3 | 0.04% | Q1 2026 | Apr 23, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 7,000 | 461 | 0.0% | 0.0% | 234 | -1,100 | -13.58% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 6,919 | 456 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| JEPPSON WEALTH MANAGEMENT, LLC | History | No change | 6,857 | 452 | 0.14% | 0.14% | 236 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 6,730 | 443 | 0.0% | 0.0% | 237 | +1,168 | 21.0% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 6,591 | 434 | 0.0% | 0.0% | 238 | +3,088 | 88.15% | Q1 2026 | May 05, 2026 |
| Huber Capital Management LLC | History | Reduced | 6,555 | 432 | 0.07% | 0.11% | 239 | -5,507 | -45.66% | Q1 2026 | May 12, 2026 |
| Merit Financial Group, LLC | History | Added to | 6,565 | 432 | 0.0% | 0.0% | 240 | +845 | 14.77% | Q1 2026 | Apr 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 6,157 | 406 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | Added to | 6,087 | 401 | 0.0% | 0.0% | 242 | +289 | 4.98% | Q1 2026 | May 15, 2026 |
| Crewe Advisors LLC | History | Added to | 5,916 | 390 | 0.03% | 0.03% | 243 | +61 | 1.04% | Q1 2026 | May 07, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 5,851 | 385 | 0.0% | 0.0% | 244 | +35 | 0.6% | Q1 2026 | May 11, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 5,551 | 366 | 0.0% | — | 245 | +5,551 | New | Q1 2026 | Apr 30, 2026 |
| GeoWealth Management, LLC | History | New | 5,528 | 364 | 0.01% | — | 246 | +5,528 | New | Q1 2026 | May 13, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 5,267 | 347 | 0.0% | 0.0% | 247 | +536 | 11.33% | Q1 2026 | May 13, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Reduced | 5,172 | 341 | 0.01% | 0.01% | 248 | -576 | -10.02% | Q1 2026 | May 15, 2026 |
| Tactive Advisors, LLC | History | New | 5,145 | 339 | 0.1% | — | 249 | +5,145 | New | Q1 2026 | Apr 16, 2026 |
| Pathstone Holdings, LLC | History | Added to | 5,097 | 336 | 0.0% | 0.0% | 250 | +118 | 2.37% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 4,903 | 323 | 0.0% | 0.0% | 251 | -65 | -1.31% | Q1 2026 | May 11, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 4,932 | 318 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Physician Wealth Advisors, Inc. | History | No change | 4,825 | 318 | 0.04% | 0.04% | 253 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| FIDUCIARY TRUST CO | History | No change | 4,800 | 316 | 0.0% | 0.0% | 254 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 4,762 | 314 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 4,449 | 293 | 0.01% | 0.01% | 256 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| IFM Investors Pty Ltd | History | New | 4,415 | 291 | 0.0% | — | 257 | +4,415 | New | Q1 2026 | Apr 23, 2026 |
| Fieldview Capital Management, LLC | History | New | 4,378 | 288 | 0.08% | — | 258 | +4,378 | New | Q1 2026 | May 14, 2026 |
| Phillips Wealth Planners LLC | History | Added to | 3,993 | 282 | 0.21% | 0.22% | 259 | +29 | 0.73% | Q1 2026 | May 14, 2026 |
| DRW Securities, LLC | History | New | 4,270 | 281 | 0.0% | — | 260 | +4,270 | New | Q1 2026 | May 13, 2026 |
| Vise Technologies, Inc. | History | No change | 4,261 | 275 | 0.01% | 0.01% | 261 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Vident Advisory, LLC | History | New | 4,113 | 271 | 0.0% | — | 262 | +4,113 | New | Q1 2026 | May 14, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 4,084 | 263 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 3,878 | 255 | 0.07% | 0.07% | 264 | -192 | -4.72% | Q1 2026 | Apr 22, 2026 |
| HB Wealth Management, LLC | History | New | 3,828 | 252 | 0.0% | — | 265 | +3,828 | New | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | Added to | 3,799 | 250 | 0.01% | 0.01% | 266 | +271 | 7.68% | Q1 2026 | Apr 06, 2026 |
| Integrated Wealth Concepts LLC | History | New | 3,734 | 246 | 0.0% | — | 267 | +3,734 | New | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | Reduced | 3,699 | 243 | 0.0% | 0.01% | 268 | -2,081 | -36.0% | Q1 2026 | May 15, 2026 |
| DnB Asset Management AS | History | New | 3,624 | 238 | 0.0% | — | 271 | +3,624 | New | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 3,616 | 238 | 0.0% | 0.0% | 269 | +2,024 | 127.14% | Q1 2026 | May 11, 2026 |
| CANANDAIGUA NATIONAL BANK & TRUST CO | History | No change | 3,702 | 238 | 0.02% | 0.02% | 270 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| Focus Partners Wealth | History | Reduced | 2,572 | 233 | 0.0% | 0.0% | 272 | -2,939 | -53.33% | Q1 2026 | May 14, 2026 |
| Murchinson Ltd. | History | New | 3,500 | 230 | 0.03% | — | 274 | +3,500 | New | Q1 2026 | May 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Reduced | 3,498 | 230 | 0.0% | 0.0% | 273 | -40 | -1.13% | Q1 2026 | May 11, 2026 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | History | New | 3,451 | 227 | 0.0% | — | 275 | +3,451 | New | Q1 2026 | May 15, 2026 |
| CANANDAIGUA NATIONAL CORP | History | New | 3,423 | 225 | 0.02% | — | 276 | +3,423 | New | Q1 2026 | Apr 08, 2026 |
| Global Retirement Partners, LLC | History | No change | 3,451 | 222 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Sowell Financial Services LLC | History | Reduced | 3,344 | 220 | 0.01% | 0.01% | 278 | -151 | -4.32% | Q1 2026 | Apr 20, 2026 |
| Legacy Wealth Asset Management, LLC | History | Added to | 3,260 | 214 | 0.05% | 0.05% | 279 | +112 | 3.56% | Q1 2026 | Apr 08, 2026 |
| CHOREO, LLC | History | Reduced | 3,203 | 211 | 0.0% | 0.0% | 280 | -172 | -5.1% | Q1 2026 | May 12, 2026 |
| DAVENPORT & Co LLC | History | New | 3,199 | 210 | 0.0% | — | 281 | +3,199 | New | Q1 2026 | Apr 15, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | New | 3,065 | 202 | 0.01% | — | 282 | +3,065 | New | Q1 2026 | Apr 16, 2026 |
| PenderFund Capital Management Ltd. | History | No change | 2,900 | 191 | 0.03% | 0.03% | 283 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 2,646 | 174 | 0.01% | 0.01% | 284 | +458 | 20.93% | Q1 2026 | May 15, 2026 |
| BOKF, NA | History | Reduced | 2,627 | 173 | 0.0% | 0.0% | 285 | -2,341 | -47.12% | Q1 2026 | May 08, 2026 |
| Caitlin John, LLC | History | Reduced | 2,567 | 169 | 0.1% | 0.18% | 286 | -1,630 | -38.84% | Q1 2026 | May 13, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 2,364 | 155 | 0.01% | 0.01% | 287 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Parallel Advisors, LLC | History | Added to | 2,296 | 151 | 0.0% | 0.0% | 288 | +63 | 2.82% | Q1 2026 | Jun 02, 2026 |
| Sterling Capital Management LLC | History | Reduced | 2,054 | 135 | 0.0% | 0.0% | 289 | -1,519 | -42.51% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 1,977 | 130 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 1,763 | 116 | 0.0% | 0.0% | 291 | -122 | -6.47% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,628 | 108 | 0.0% | 0.0% | 292 | +52 | 3.3% | Q1 2026 | Apr 07, 2026 |
| Costello Asset Management, INC | History | Added to | 1,610 | 106 | 0.04% | 0.03% | 293 | +100 | 6.62% | Q1 2026 | Apr 30, 2026 |
| Essential Partners LLC | History | Added to | 1,602 | 105 | 0.04% | 0.03% | 294 | +8 | 0.5% | Q1 2026 | May 21, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 1,504 | 99 | 0.01% | 0.01% | 295 | +42 | 2.87% | Q1 2026 | May 07, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 1,444 | 95 | 0.0% | 0.0% | 296 | -1,041 | -41.89% | Q1 2026 | May 15, 2026 |
| Ransom Advisory, Ltd | History | No change | 1,450 | 93 | 0.04% | 0.04% | 297 | 0 | 0.0% | Q4 2025 | Jan 06, 2026 |
| Triumph Capital Management | History | No change | 1,380 | 90 | 0.02% | 0.02% | 298 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| V-Square Quantitative Management LLC | History | No change | 1,345 | 88 | 0.01% | 0.01% | 299 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,220 | 80 | 0.0% | 0.0% | 300 | +341 | 38.79% | Q1 2026 | Apr 07, 2026 |