Northwest Natural Holding Co - NWN
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 | 6,383,093 | 339,708 | 0.01% | 0.01% | 1 | -427,112 | -6.27% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 4,706,007 | 219,958 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,628,040 | 139,864 | 0.01% | — | 3 | +2,628,040 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,832,517 | 97,526 | 0.0% | — | 4 | +1,832,517 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 1,605,211 | 85,429 | 0.0% | 0.0% | 5 | -465,958 | -22.5% | Q1 2026 | May 15, 2026 |
| VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | History | Reduced | 1,189,201 | 63,289 | 0.64% | 0.64% | 6 | -203,259 | -14.6% | Q1 2026 | Apr 16, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,032,239 | 54,946 | 0.0% | 0.0% | 7 | +42,661 | 4.31% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 831,355 | 44,244 | 0.0% | 0.0% | 8 | -82,606 | -9.04% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 799,977 | 42,574 | 0.01% | 0.0% | 9 | +181,747 | 29.4% | Q1 2026 | May 12, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 755,910 | 40,229 | 0.03% | 0.03% | 10 | -103,514 | -12.04% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 743,512 | 39,570 | 0.01% | 0.01% | 11 | +18,669 | 2.58% | Q1 2026 | May 07, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 656,172 | 34,921 | 0.0% | 0.0% | 12 | +69,156 | 11.78% | Q1 2026 | May 15, 2026 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO | History | Reduced | 613,090 | 32,628 | 0.34% | 0.45% | 13 | -243,620 | -28.44% | Q1 2026 | Apr 28, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | Added to | 594,204 | 31,623 | 0.1% | 0.07% | 14 | +19,006 | 3.3% | Q1 2026 | May 08, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 583,009 | 31,027 | 0.0% | 0.0% | 15 | -13,325 | -2.23% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | No change | 520,000 | 27,674 | 0.19% | 0.16% | 16 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Nuveen, LLC | History | Added to | 502,520 | 26,744 | 0.01% | 0.0% | 17 | +216,132 | 75.47% | Q1 2026 | Apr 30, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 476,484 | 25,358 | 0.0% | 0.0% | 18 | -7,077 | -1.46% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 456,313 | 24,284 | 0.0% | 0.0% | 19 | +18,002 | 4.11% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 417,945 | 22,243 | 0.01% | 0.0% | 20 | +258,036 | 161.36% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 370,701 | 19,728 | 0.1% | 0.08% | 21 | +1,557 | 0.42% | Q1 2026 | May 14, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | No change | 363,700 | 19,356 | 0.19% | 0.16% | 22 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 311,567 | 16,581 | 0.02% | 0.03% | 23 | -47,851 | -13.31% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 273,209 | 14,540 | 0.01% | 0.0% | 24 | +215,141 | 370.5% | Q1 2026 | May 15, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 269,965 | 14,367 | 0.04% | 0.04% | 25 | -19,310 | -6.68% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 267,416 | 14,231 | 0.0% | — | 26 | +267,416 | New | Q1 2026 | May 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 292,860 | 13,688 | 0.06% | 0.06% | 27 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 241,642 | 12,860 | 0.02% | 0.02% | 28 | -51,300 | -17.51% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 241,348 | 12,844 | 0.0% | 0.0% | 29 | -14,959 | -5.84% | Q1 2026 | May 08, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 238,699 | 12,703 | 0.01% | 0.01% | 30 | -66,586 | -21.81% | Q1 2026 | May 04, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 225,256 | 11,989 | 0.02% | 0.02% | 31 | -45,002 | -16.65% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 223,057 | 11,871 | 0.01% | 0.01% | 32 | +5,266 | 2.42% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 222,324 | 11,832 | 0.01% | 0.01% | 33 | +7,767 | 3.62% | Q1 2026 | May 15, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Reduced | 207,103 | 11,022 | 0.19% | 0.25% | 34 | -111,731 | -35.04% | Q1 2026 | May 11, 2026 |
| Edgestream Partners, L.P. | History | Added to | 201,660 | 10,732 | 0.35% | 0.17% | 35 | +70,773 | 54.07% | Q1 2026 | May 18, 2026 |
| SG Americas Securities, LLC | History | Added to | 193,166 | 10,280 | 0.01% | 0.01% | 36 | +28,084 | 17.01% | Q1 2026 | Apr 16, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 191,461 | 10,189 | 0.0% | 0.0% | 37 | -51,033 | -21.05% | Q1 2026 | May 15, 2026 |
| JUPITER ASSET MANAGEMENT LTD | History | New | 188,390 | 10,026 | 0.05% | — | 38 | +188,390 | New | Q1 2026 | May 12, 2026 |
| Baird Financial Group, Inc. | History | Added to | 172,740 | 9,193 | 0.01% | 0.01% | 39 | +49,959 | 40.69% | Q1 2026 | May 14, 2026 |
| Dana Investment Advisors, Inc. | History | Reduced | 166,685 | 8,870 | 0.26% | 0.23% | 40 | -377 | -0.23% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 160,223 | 8,527 | 0.0% | 0.0% | 41 | -6,755 | -4.05% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 154,521 | 8,223 | 0.0% | 0.0% | 42 | +125,064 | 424.56% | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 148,485 | 7,902 | 0.02% | 0.02% | 43 | +4,829 | 3.36% | Q1 2026 | May 13, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 142,193 | 7,567 | 0.0% | 0.0% | 44 | -3,248 | -2.23% | Q1 2026 | May 13, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 141,996 | 7,557 | 0.05% | 0.05% | 45 | +2,447 | 1.75% | Q1 2026 | Apr 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 130,453 | 6,942 | 0.01% | 0.01% | 46 | -10,918 | -7.72% | Q1 2026 | Apr 24, 2026 |
| UBS Group AG | History | Added to | 129,677 | 6,901 | 0.0% | 0.0% | 47 | +53,451 | 70.12% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Added to | 128,717 | 6,850 | 0.02% | 0.01% | 48 | +85,629 | 198.73% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 126,006 | 6,756 | 0.0% | 0.0% | 49 | -55,002 | -30.39% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 122,388 | 6,513 | 0.01% | 0.0% | 50 | +1,863 | 1.55% | Q1 2026 | May 12, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 129,513 | 6,053 | 0.04% | 0.04% | 51 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 107,940 | 5,744 | 0.0% | 0.0% | 52 | -103,596 | -48.97% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 97,248 | 5,175 | 0.01% | — | 53 | +97,248 | New | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 96,956 | 5,159 | 0.01% | 0.01% | 54 | -11,808 | -10.86% | Q1 2026 | May 12, 2026 |
| CSM Advisors, LLC | History | Added to | 96,501 | 5,136 | 0.13% | 0.12% | 55 | +5,473 | 6.01% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | New | 95,053 | 5,058 | 0.01% | — | 56 | +95,053 | New | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 93,698 | 4,986 | 0.0% | 0.0% | 57 | +80,398 | 604.5% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 90,648 | 4,824 | 0.02% | 0.02% | 58 | +13,421 | 17.38% | Q1 2026 | May 01, 2026 |
| GRACE & WHITE INC /NY | History | Reduced | 90,064 | 4,793 | 0.85% | 0.76% | 59 | -1,700 | -1.85% | Q1 2026 | Apr 21, 2026 |
| TCW GROUP INC | History | New | 83,975 | 4,469 | 0.03% | — | 60 | +83,975 | New | Q1 2026 | May 14, 2026 |
| Swiss National Bank | History | Added to | 82,100 | 4,369 | 0.0% | 0.0% | 61 | +1,300 | 1.61% | Q1 2026 | May 07, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 76,815 | 4,088 | 0.0% | 0.0% | 62 | +2,934 | 3.97% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 69,717 | 3,710 | 0.0% | 0.0% | 63 | +16,836 | 31.84% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 69,041 | 3,686 | 0.01% | 0.01% | 64 | -1,381 | -1.96% | Q1 2026 | May 14, 2026 |
| BESSEMER GROUP INC | History | Added to | 67,961 | 3,617 | 0.01% | 0.0% | 65 | +317 | 0.47% | Q1 2026 | May 06, 2026 |
| LSV ASSET MANAGEMENT | History | No change | 67,200 | 3,576 | 0.01% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 66,068 | 3,516 | 0.0% | 0.0% | 67 | -29,497 | -30.87% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Added to | 65,321 | 3,476 | 0.0% | 0.0% | 68 | +713 | 1.1% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 64,050 | 3,409 | 0.01% | 0.01% | 69 | -1,572 | -2.4% | Q1 2026 | Apr 27, 2026 |
| CITIGROUP INC | History | Added to | 59,625 | 3,173 | 0.0% | 0.0% | 70 | +5,651 | 10.47% | Q1 2026 | May 11, 2026 |
| WINTON GROUP Ltd | History | Added to | 59,480 | 3,165 | 0.11% | 0.09% | 71 | +6,387 | 12.03% | Q1 2026 | May 12, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 56,692 | 3,018 | 0.0% | 0.0% | 72 | +8,525 | 17.7% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | New | 56,527 | 3,008 | 0.01% | — | 73 | +56,527 | New | Q1 2026 | May 14, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 56,351 | 2,999 | 0.01% | 0.01% | 74 | -177 | -0.31% | Q1 2026 | Apr 30, 2026 |
| Squarepoint Ops LLC | History | New | 53,675 | 2,856 | 0.0% | — | 75 | +53,675 | New | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | New | 52,170 | 2,776 | 0.0% | — | 76 | +52,170 | New | Q1 2026 | May 15, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 49,836 | 2,652 | 0.07% | 0.05% | 77 | +11,000 | 28.32% | Q1 2026 | May 13, 2026 |
| HENNESSY ADVISORS INC | History | No change | 49,303 | 2,623 | 0.09% | 0.08% | 78 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 48,215 | 2,566 | 0.0% | 0.0% | 79 | +34,465 | 250.65% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | No change | 48,000 | 2,554 | 0.15% | 0.14% | 80 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 45,617 | 2,427 | 0.01% | 0.01% | 81 | +267 | 0.59% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 44,189 | 2,352 | 0.01% | 0.01% | 82 | -22,458 | -33.7% | Q1 2026 | Apr 22, 2026 |
| Magellan Asset Management Ltd | History | Added to | 43,909 | 2,336 | 0.03% | 0.02% | 83 | +8,657 | 24.56% | Q1 2026 | May 11, 2026 |
| Maryland State Retirement & Pension System | History | Reduced | 42,922 | 2,284 | 0.05% | 0.04% | 84 | -2,151 | -4.77% | Q1 2026 | May 04, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,913 | 2,230 | 0.0% | 0.0% | 85 | +10,798 | 34.7% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 41,694 | 2,218 | 0.0% | 0.0% | 86 | +5,835 | 16.27% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 41,144 | 2,189 | 0.0% | 0.0% | 87 | +6,770 | 19.7% | Q1 2026 | May 15, 2026 |
| MACQUARIE GROUP LTD | History | Added to | 39,287 | 2,090 | 0.01% | 0.01% | 88 | +14,571 | 58.95% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 44,247 | 2,068 | 0.0% | 0.0% | 89 | -1,000 | -2.21% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Added to | 38,306 | 2,038 | 0.0% | 0.0% | 90 | +8,854 | 30.06% | Q1 2026 | May 13, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Reduced | 35,297 | 1,878 | 0.03% | 0.04% | 91 | -7,415 | -17.36% | Q1 2026 | Apr 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | New | 34,878 | 1,856 | 0.55% | — | 92 | +34,878 | New | Q1 2026 | May 05, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 31,681 | 1,686 | 0.0% | — | 93 | +31,681 | New | Q1 2026 | May 08, 2026 |
| NORGES BANK | History | No change | 36,000 | 1,682 | 0.0% | 0.0% | 94 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 31,326 | 1,667 | 0.0% | — | 95 | +31,326 | New | Q1 2026 | May 08, 2026 |
| XTX Topco Ltd | History | Added to | 30,007 | 1,596 | 0.03% | 0.02% | 97 | +17,024 | 131.13% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 30,000 | 1,596 | 0.03% | 0.03% | 96 | -900 | -2.91% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 29,858 | 1,582 | 0.09% | — | 98 | +29,858 | New | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | New | 28,970 | 1,537 | 0.0% | — | 99 | +28,970 | New | Q1 2026 | May 13, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 28,673 | 1,525 | 0.0% | 0.0% | 100 | -2,122 | -6.89% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Added to | 28,083 | 1,494 | 0.0% | 0.0% | 101 | +1,232 | 4.59% | Q1 2026 | May 06, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 27,705 | 1,474 | 0.0% | 0.0% | 102 | -816 | -2.86% | Q1 2026 | May 01, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 27,344 | 1,455 | 0.02% | 0.02% | 103 | -3,649 | -11.77% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | Added to | 26,260 | 1,397 | 0.52% | 0.16% | 104 | +17,732 | 207.93% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 25,873 | 1,376 | 0.01% | 0.0% | 105 | +2,146 | 9.04% | Q1 2026 | May 14, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 25,014 | 1,331 | 0.0% | 0.0% | 106 | -4,225 | -14.45% | Q1 2026 | May 11, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 24,976 | 1,329 | 0.0% | 0.0% | 107 | +693 | 2.85% | Q1 2026 | Apr 27, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 23,528 | 1,252 | 0.11% | — | 108 | +23,528 | New | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | New | 23,207 | 1,235 | 0.0% | — | 109 | +23,207 | New | Q1 2026 | May 06, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 23,032 | 1,225 | 0.0% | 0.0% | 110 | +21,724 | 1660.86% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Reduced | 23,031 | 1,225 | 0.0% | 0.0% | 111 | -584 | -2.47% | Q1 2026 | May 14, 2026 |
| Engineers Gate Manager LP | History | New | 22,483 | 1,196 | 0.01% | — | 112 | +22,483 | New | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | New | 22,332 | 1,188 | 0.01% | — | 113 | +22,332 | New | Q1 2026 | May 15, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 22,077 | 1,174 | 0.0% | 0.0% | 114 | -8,242 | -27.18% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 21,716 | 1,154 | 0.01% | 0.01% | 115 | -633 | -2.83% | Q1 2026 | Apr 20, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 21,500 | 1,144 | 0.01% | 0.01% | 116 | -1,835 | -7.86% | Q1 2026 | May 05, 2026 |
| COMERICA BANK | History | No change | 24,051 | 1,124 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 18,860 | 1,003 | 0.0% | 0.0% | 118 | -166 | -0.87% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,400 | 979 | 0.02% | 0.02% | 119 | -600 | -3.16% | Q1 2026 | Apr 20, 2026 |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | History | Added to | 17,987 | 957 | 0.12% | 0.09% | 121 | +1,327 | 7.97% | Q1 2026 | May 05, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 18,000 | 957 | 0.0% | 0.0% | 120 | +500 | 2.86% | Q1 2026 | Apr 29, 2026 |
| PDT Partners, LLC | History | No change | 17,812 | 947 | 0.06% | 0.05% | 122 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 17,701 | 942 | 0.0% | 0.0% | 123 | +1,300 | 7.93% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 17,674 | 941 | 0.0% | 0.0% | 124 | -3,408 | -16.17% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 17,479 | 930 | 0.02% | 0.01% | 125 | +1,812 | 11.57% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 17,402 | 926 | 0.0% | 0.0% | 126 | -55,466 | -76.12% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Reduced | 17,100 | 910 | 0.0% | 0.0% | 127 | -1,200 | -6.56% | Q1 2026 | Apr 24, 2026 |
| Tidal Investments LLC | History | Reduced | 17,035 | 906 | 0.0% | 0.0% | 128 | -847 | -4.74% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 16,783 | 893 | 0.0% | 0.0% | 129 | +917 | 5.78% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 16,722 | 889 | 0.0% | 0.0% | 130 | +4,597 | 37.91% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 16,471 | 877 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Vanguard Global Advisers, LLC | History | New | 16,368 | 871 | 0.0% | — | 134 | +16,368 | New | Q1 2026 | May 08, 2026 |
| Creative Planning | History | Added to | 16,370 | 871 | 0.0% | 0.0% | 133 | +4,281 | 35.41% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 16,381 | 871 | 0.0% | 0.0% | 132 | +3,653 | 28.7% | Q1 2026 | May 15, 2026 |
| ALPS ADVISORS INC | History | Reduced | 14,904 | 793 | 0.0% | 0.0% | 135 | -722 | -4.62% | Q1 2026 | May 08, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 14,869 | 791 | 0.0% | 0.0% | 136 | -5,529 | -27.11% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 14,853 | 790 | 0.0% | 0.0% | 137 | +14,630 | 6560.54% | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 14,741 | 784 | 0.0% | 0.0% | 138 | -2,872 | -16.31% | Q1 2026 | May 13, 2026 |
| R Squared Ltd | History | New | 14,535 | 773 | 0.42% | — | 139 | +14,535 | New | Q1 2026 | Apr 29, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 14,410 | 766 | 0.0% | 0.0% | 140 | +2,000 | 16.12% | Q1 2026 | May 06, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 13,993 | 744 | 0.0% | 0.0% | 141 | -20,793 | -59.77% | Q1 2026 | May 12, 2026 |
| BAILARD, INC. | History | No change | 13,923 | 740 | 0.02% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CHOREO, LLC | History | Reduced | 13,624 | 725 | 0.01% | 0.01% | 143 | -35 | -0.26% | Q1 2026 | May 12, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 13,596 | 723 | 0.0% | 0.0% | 144 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Horizon Investments, LLC | History | Added to | 13,588 | 716 | 0.01% | 0.01% | 145 | +106 | 0.79% | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 13,401 | 713 | 0.0% | 0.0% | 146 | +11 | 0.08% | Q1 2026 | Apr 30, 2026 |
| Penn Capital Management Company, LLC | History | Reduced | 13,371 | 711 | 0.06% | 0.06% | 147 | -2,886 | -17.75% | Q1 2026 | May 06, 2026 |
| Ballentine Partners, LLC | History | No change | 13,307 | 708 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 13,247 | 705 | 0.01% | 0.01% | 149 | -1,025 | -7.18% | Q1 2026 | May 13, 2026 |
| Ethic Inc. | History | Added to | 12,692 | 675 | 0.01% | 0.01% | 150 | +1,107 | 9.56% | Q1 2026 | Apr 27, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 12,679 | 674 | 0.0% | 0.0% | 151 | -1,144 | -8.28% | Q1 2026 | Apr 29, 2026 |
| SPIRIT OF AMERICA MANAGEMENT CORP/NY | History | Added to | 12,450 | 662 | 0.13% | 0.12% | 152 | +500 | 4.18% | Q1 2026 | Apr 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Reduced | 12,097 | 643 | 0.0% | 0.0% | 153 | -32,212 | -72.7% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 12,094 | 643 | 0.0% | 0.0% | 154 | +34 | 0.28% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Added to | 11,935 | 635 | 0.0% | 0.0% | 155 | +35 | 0.29% | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 11,744 | 625 | 0.0% | 0.0% | 156 | +6,858 | 140.36% | Q1 2026 | May 15, 2026 |
| TRUE Private Wealth Advisors | History | Reduced | 11,731 | 624 | 0.06% | 0.05% | 157 | -1 | -0.01% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | New | 11,538 | 614 | 0.03% | — | 158 | +11,538 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 11,485 | 611 | 0.0% | 0.0% | 159 | -682 | -5.61% | Q1 2026 | May 14, 2026 |
| Arizona State Retirement System | History | Reduced | 11,401 | 606 | 0.0% | 0.0% | 160 | -112 | -0.97% | Q1 2026 | May 01, 2026 |
| Graham Capital Management, L.P. | History | Added to | 11,332 | 603 | 0.01% | 0.01% | 162 | +2,621 | 30.09% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 11,335 | 603 | 0.0% | 0.0% | 161 | +702 | 6.6% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,180 | 595 | 0.01% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,004 | 585 | 0.01% | 0.01% | 164 | -158 | -1.42% | Q1 2026 | Apr 24, 2026 |
| INGALLS & SNYDER LLC | History | No change | 10,891 | 580 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 10,686 | 568 | 0.01% | 0.01% | 166 | -7,052 | -39.76% | Q1 2026 | May 08, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 10,639 | 566 | 0.0% | — | 167 | +10,639 | New | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Added to | 10,282 | 547 | 0.0% | 0.0% | 168 | +2,358 | 29.76% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 10,185 | 542 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,057 | 535 | 0.0% | 0.0% | 170 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 9,688 | 515 | 0.02% | 0.01% | 171 | +69 | 0.72% | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Reduced | 9,534 | 507 | 0.01% | 0.01% | 172 | -1,396 | -12.77% | Q1 2026 | May 04, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 9,496 | 505 | 0.0% | 0.0% | 173 | -19,854 | -67.65% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 9,442 | 502 | 0.01% | 0.01% | 174 | -100 | -1.05% | Q1 2026 | Apr 29, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 9,105 | 497 | 0.0% | 0.0% | 175 | +1,791 | 24.49% | Q1 2026 | Apr 08, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 9,345 | 497 | 0.0% | 0.0% | 176 | +1,085 | 13.14% | Q1 2026 | Apr 22, 2026 |
| Catalyst Funds Management Pty Ltd | History | New | 9,226 | 491 | 0.08% | — | 177 | +9,226 | New | Q1 2026 | May 11, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,152 | 487 | 0.0% | 0.0% | 178 | +493 | 5.69% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 8,967 | 477 | 0.0% | 0.0% | 179 | +448 | 5.26% | Q1 2026 | May 14, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 8,762 | 466 | 0.0% | 0.0% | 180 | -1,086 | -11.03% | Q1 2026 | May 13, 2026 |
| Groupe la Francaise | History | No change | 8,668 | 461 | 0.01% | 0.01% | 181 | 0 | 0.0% | Q1 2026 | May 21, 2026 |
| State of Wyoming | History | Added to | 8,635 | 459 | 0.05% | 0.03% | 183 | +2,943 | 51.7% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 8,631 | 459 | 0.0% | 0.0% | 182 | +682 | 8.58% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | No change | 8,569 | 456 | 0.0% | 0.0% | 184 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Intrua Financial, LLC | History | Reduced | 8,387 | 446 | 0.05% | 0.04% | 185 | -43 | -0.51% | Q1 2026 | Apr 23, 2026 |
| AlphaQuest LLC | History | No change | 9,518 | 444 | 0.02% | 0.02% | 186 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HighTower Advisors, LLC | History | Reduced | 8,336 | 443 | 0.0% | 0.0% | 187 | -827 | -9.03% | Q1 2026 | May 05, 2026 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | History | Added to | 7,653 | 407 | 0.02% | 0.0% | 188 | +6,231 | 438.19% | Q1 2026 | Apr 13, 2026 |
| Hilltop Holdings Inc. | History | Added to | 7,382 | 392 | 0.04% | 0.01% | 189 | +2,350 | 46.7% | Q1 2026 | May 14, 2026 |
| EP Wealth Advisors, LLC | History | Reduced | 7,139 | 379 | 0.0% | 0.0% | 190 | -172 | -2.35% | Q1 2026 | May 14, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 7,117 | 378 | 0.0% | 0.0% | 191 | -27,581 | -79.49% | Q1 2026 | May 14, 2026 |
| Ascentis Independent Advisors | History | New | 6,952 | 369 | 0.03% | — | 192 | +6,952 | New | Q1 2026 | Apr 28, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 6,918 | 368 | 0.0% | — | 193 | +6,918 | New | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 6,911 | 367 | 0.0% | — | 194 | +6,911 | New | Q1 2026 | May 14, 2026 |
| M&T BANK CORP | History | Reduced | 6,825 | 363 | 0.0% | 0.0% | 195 | -16 | -0.23% | Q1 2026 | May 12, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 6,632 | 352 | 0.0% | 0.0% | 196 | -1,746 | -20.84% | Q1 2026 | May 08, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 6,376 | 339 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| iSAM Funds (UK) Ltd | History | New | 5,978 | 318 | 0.16% | — | 198 | +5,978 | New | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Reduced | 5,947 | 316 | 0.0% | 0.0% | 199 | -2,325 | -28.11% | Q1 2026 | May 13, 2026 |
| CFS Investment Advisory Services, LLC | History | No change | 5,560 | 300 | 0.02% | 0.02% | 200 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Asset Management One Co., Ltd. | History | Reduced | 5,596 | 297 | 0.0% | 0.0% | 201 | -133 | -2.32% | Q1 2026 | May 08, 2026 |
| Aquatic Capital Management LLC | History | New | 5,497 | 292 | 0.01% | — | 202 | +5,497 | New | Q1 2026 | May 15, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 5,314 | 282 | 0.01% | 0.0% | 203 | +4,761 | 860.94% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 5,251 | 279 | 0.0% | 0.0% | 204 | +153 | 3.0% | Q1 2026 | May 14, 2026 |
| Jacobi Capital Management LLC | History | No change | 5,177 | 275 | 0.02% | 0.01% | 205 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | Added to | 5,165 | 274 | 0.01% | — | 206 | +5,163 | 258150.0% | Q1 2026 | Apr 24, 2026 |
| Kestra Advisory Services, LLC | History | Reduced | 4,989 | 265 | 0.0% | 0.0% | 207 | -1,007 | -16.79% | Q1 2026 | Apr 30, 2026 |
| nVerses Capital, LLC | History | New | 4,953 | 263 | 0.24% | — | 208 | +4,953 | New | Q1 2026 | May 13, 2026 |
| Fortitude Advisory Group L.L.C. | History | Reduced | 4,940 | 262 | 0.12% | 0.1% | 209 | -92 | -1.83% | Q1 2026 | Apr 28, 2026 |
| WBI INVESTMENTS, LLC | History | New | 4,921 | 261 | 0.07% | — | 210 | +4,921 | New | Q1 2026 | May 11, 2026 |
| Keudell/Morrison Wealth Management | History | Added to | 4,823 | 256 | 0.05% | 0.05% | 211 | +120 | 2.55% | Q1 2026 | Apr 20, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,750 | 252 | 0.0% | 0.0% | 212 | +6 | 0.13% | Q1 2026 | May 07, 2026 |
| DnB Asset Management AS | History | New | 4,610 | 245 | 0.0% | — | 213 | +4,610 | New | Q1 2026 | May 14, 2026 |
| Bill Few Associates, Inc. | History | New | 4,597 | 244 | 0.06% | — | 214 | +4,597 | New | Q1 2026 | Apr 08, 2026 |
| Horizon Investment Services, LLC | History | New | 4,462 | 237 | 0.08% | — | 215 | +4,462 | New | Q1 2026 | May 15, 2026 |
| OXFORD ASSET MANAGEMENT LLP | History | New | 4,411 | 234 | 0.1% | — | 216 | +4,411 | New | Q1 2026 | May 15, 2026 |
| Significant Wealth Partners LLC | History | New | 4,268 | 227 | 0.28% | — | 217 | +4,268 | New | Q1 2026 | Apr 08, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 4,107 | 218 | 0.0% | — | 218 | +4,107 | New | Q1 2026 | May 04, 2026 |
| Brooklyn Investment Group | History | New | 4,035 | 214 | 0.01% | — | 220 | +4,035 | New | Q1 2026 | Apr 29, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,015 | 214 | 0.0% | 0.0% | 219 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Ellevest, Inc. | History | New | 4,017 | 213 | 0.03% | — | 221 | +4,017 | New | Q1 2026 | May 11, 2026 |
| XPONANCE LLC | History | New | 3,910 | 208 | 0.0% | — | 222 | +3,910 | New | Q1 2026 | May 13, 2026 |
| Cedar Mountain Advisors, LLC | History | Added to | 3,793 | 201 | 0.04% | 0.03% | 223 | +889 | 30.61% | Q1 2026 | Apr 30, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 3,578 | 194 | 0.0% | 0.0% | 224 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Motiv8 Investments LLC | History | No change | 4,130 | 193 | 0.11% | 0.11% | 225 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 3,497 | 186 | 0.01% | 0.0% | 226 | -270 | -7.17% | Q1 2026 | Apr 27, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,383 | 180 | 0.01% | 0.0% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Eurizon Capital SGR S.p.A. | History | No change | 3,033 | 163 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| IFM Investors Pty Ltd | History | New | 2,866 | 152 | 0.0% | — | 229 | +2,866 | New | Q1 2026 | Apr 23, 2026 |
| GAMMA Investing LLC | History | Added to | 2,758 | 146 | 0.01% | 0.01% | 230 | +282 | 11.39% | Q1 2026 | Apr 06, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 2,295 | 121 | 0.0% | 0.0% | 231 | -477 | -17.21% | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 2,263 | 120 | 0.0% | 0.0% | 232 | -280 | -11.01% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 2,116 | 112 | 0.0% | 0.0% | 233 | +86 | 4.24% | Q1 2026 | May 15, 2026 |
| CGC Financial Services, LLC | History | Added to | 2,093 | 111 | 0.03% | 0.03% | 234 | +1 | 0.05% | Q1 2026 | Apr 13, 2026 |
| WHITTIER TRUST CO | History | No change | 2,000 | 109 | 0.0% | 0.0% | 235 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,798 | 96 | 0.0% | 0.0% | 236 | +15 | 0.84% | Q1 2026 | May 01, 2026 |
| Palouse Capital Management, Inc. | History | Reduced | 1,762 | 93 | 0.06% | 0.07% | 237 | -433 | -19.73% | Q1 2026 | Apr 24, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,588 | 84 | 0.0% | 0.0% | 238 | +560 | 54.47% | Q1 2026 | May 14, 2026 |
| CoreCap Advisors, LLC | History | Reduced | 1,586 | 84 | 0.0% | 0.0% | 239 | -133 | -7.74% | Q1 2026 | Apr 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 1,492 | 79 | 0.0% | 0.0% | 240 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,386 | 73 | 0.0% | 0.0% | 241 | -1,018 | -42.35% | Q1 2026 | Apr 22, 2026 |
| KBC Group NV | History | No change | 1,341 | 71 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Freestone Grove Partners LP | History | New | 1,282 | 68 | 0.0% | — | 244 | +1,282 | New | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 1,288 | 68 | 0.0% | 0.0% | 243 | +172 | 15.41% | Q1 2026 | May 15, 2026 |
| Clarity Asset Management, Inc. | History | Reduced | 1,185 | 63 | 0.03% | 0.03% | 245 | -123 | -9.4% | Q1 2026 | May 04, 2026 |
| Cranbrook Wealth Management, LLC | History | No change | 1,104 | 58 | 0.01% | 0.01% | 246 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 1,033 | 55 | 0.01% | 0.01% | 247 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| LRI Investments, LLC | History | No change | 1,046 | 55 | 0.0% | 0.0% | 248 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 982 | 52 | 0.0% | 0.0% | 249 | -4 | -0.41% | Q1 2026 | Apr 07, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 941 | 50 | 0.0% | 0.0% | 250 | -2,323 | -71.17% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 952 | 50 | 0.0% | 0.0% | 251 | +48 | 5.31% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Reduced | 917 | 48 | 0.02% | 0.01% | 253 | -25 | -2.65% | Q1 2026 | May 21, 2026 |
| Winthrop Capital Management, LLC | History | No change | 900 | 48 | 0.01% | 0.01% | 252 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 885 | 47 | 0.0% | 0.0% | 254 | +12 | 1.37% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,009 | 47 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| MCF Advisors LLC | History | No change | 900 | 47 | 0.0% | 0.0% | 256 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Blue Trust, Inc. | History | No change | 800 | 42 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Abound Wealth Management | History | No change | 803 | 42 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 732 | 38 | 0.0% | 0.0% | 259 | +58 | 8.61% | Q1 2026 | May 11, 2026 |
| SIGNATUREFD, LLC | History | Added to | 696 | 37 | 0.0% | 0.0% | 260 | +77 | 12.44% | Q1 2026 | Apr 07, 2026 |
| MAI Capital Management | History | Reduced | 663 | 35 | 0.0% | 0.0% | 261 | -59 | -8.17% | Q1 2026 | May 15, 2026 |
| Estabrook Capital Management | History | Added to | 622 | 33 | 0.0% | 0.0% | 262 | +293 | 89.06% | Q1 2026 | May 14, 2026 |
| First Pacific Financial | History | Added to | 539 | 28 | 0.0% | 0.0% | 263 | +6 | 1.13% | Q1 2026 | Apr 23, 2026 |
| UMB Bank, n.a. | History | Added to | 525 | 27 | 0.0% | 0.0% | 264 | +12 | 2.34% | Q1 2026 | May 11, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 520 | 27 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| MONETARY MANAGEMENT GROUP INC | History | No change | 500 | 26 | 0.01% | 0.01% | 266 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 500 | 26 | 0.02% | 0.02% | 267 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 440 | 24 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 425 | 22 | 0.0% | 0.0% | 270 | -189 | -30.78% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 412 | 22 | 0.0% | 0.0% | 271 | +128 | 45.07% | Q1 2026 | May 11, 2026 |
| Ancora Advisors LLC | History | No change | 425 | 22 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 387 | 20 | 0.0% | — | 272 | +387 | New | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | Reduced | 328 | 17 | 0.0% | 0.01% | 273 | -1,180 | -78.25% | Q1 2026 | May 15, 2026 |
| Destiny Wealth Partners, LLC | History | New | 310 | 16 | 0.0% | — | 278 | +310 | New | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 294 | 16 | 0.0% | 0.0% | 275 | +76 | 34.86% | Q1 2026 | Apr 28, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Reduced | 314 | 16 | 0.0% | 0.0% | 274 | -15 | -4.56% | Q1 2026 | May 14, 2026 |
| Global Retirement Partners, LLC | History | No change | 350 | 16 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Strategic Wealth Advisors LLC | History | No change | 313 | 16 | 0.01% | 0.01% | 277 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| BAYBAN | History | No change | 300 | 15 | 0.01% | 0.01% | 279 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| NFSG Corp | History | No change | 250 | 13 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Hartford Financial Management Inc. | History | No change | 235 | 12 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Versant Capital Management, Inc | History | No change | 243 | 12 | 0.0% | 0.0% | 282 | 0 | 0.0% | Q1 2026 | Apr 06, 2026 |
| USA FINANCIAL FORMULAS | History | New | 221 | 11 | 0.0% | — | 284 | +221 | New | Q1 2026 | Apr 14, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 216 | 11 | 0.0% | — | 283 | +216 | New | Q1 2026 | May 15, 2026 |
| Archer Investment Corp | History | New | 203 | 10 | 0.0% | — | 289 | +203 | New | Q1 2026 | May 04, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 189 | 10 | 0.0% | 0.0% | 285 | +5 | 2.72% | Q1 2026 | May 07, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 200 | 10 | 0.0% | 0.0% | 286 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Triumph Capital Management | History | No change | 200 | 10 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 193 | 10 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Clearstead Advisors, LLC | History | New | 173 | 9 | 0.0% | — | 295 | +173 | New | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 184 | 9 | 0.0% | 0.0% | 293 | -154 | -45.56% | Q1 2026 | May 13, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 4,578 | 9 | 0.0% | 0.0% | 294 | -100 | -2.14% | Q1 2026 | May 15, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 182 | 9 | 0.0% | 0.0% | 290 | +21 | 13.04% | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 180 | 9 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Westside Investment Management, Inc. | History | No change | 178 | 9 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 153 | 8 | 0.0% | 0.0% | 296 | -116 | -43.12% | Q1 2026 | May 15, 2026 |
| Wilkerson Advisory Group LLC | History | No change | 151 | 8 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Added to | 142 | 7 | 0.0% | 0.0% | 299 | +95 | 202.13% | Q1 2026 | May 15, 2026 |
| Sound Income Strategies, LLC | History | Added to | 131 | 7 | 0.0% | 0.0% | 298 | +14 | 11.97% | Q1 2026 | Apr 27, 2026 |
| Private Wealth Management Group, LLC | History | Reduced | 138 | 7 | 0.0% | 0.0% | 300 | -12 | -8.0% | Q1 2026 | Apr 23, 2026 |