Otter Tail Corp - OTTR
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 | Added to | 6,424,374 | 563,867 | 0.01% | 0.01% | 1 | +32,927 | 0.52% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 5,059,480 | 408,856 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,947,184 | 258,674 | 0.01% | — | 3 | +2,947,184 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,865,713 | 163,753 | 0.0% | — | 4 | +1,865,713 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,569,348 | 137,741 | 0.0% | 0.0% | 5 | +7,908 | 0.51% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,054,887 | 92,610 | 0.01% | 0.01% | 6 | +35,625 | 3.5% | Q1 2026 | May 15, 2026 |
| LSV ASSET MANAGEMENT | History | Added to | 1,042,913 | 91,536 | 0.2% | 0.09% | 7 | +505,972 | 94.23% | Q1 2026 | May 11, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 815,241 | 71,550 | 0.01% | 0.01% | 8 | -35,488 | -4.17% | Q1 2026 | May 07, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 662,934 | 58,185 | 0.05% | 0.03% | 9 | +391,281 | 144.04% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 654,434 | 57,439 | 0.0% | 0.0% | 10 | +92,145 | 16.39% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 606,504 | 53,232 | 0.04% | 0.05% | 11 | -204,134 | -25.18% | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | Added to | 569,933 | 50,023 | 0.08% | 0.08% | 12 | +15,200 | 2.74% | Q1 2026 | May 14, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 524,121 | 46,002 | 0.01% | 0.01% | 13 | -8,570 | -1.61% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 485,351 | 42,599 | 0.0% | 0.0% | 14 | +156,194 | 47.45% | Q1 2026 | May 15, 2026 |
| GABELLI FUNDS LLC | History | Reduced | 467,200 | 41,006 | 0.28% | 0.26% | 15 | -1,900 | -0.41% | Q1 2026 | May 14, 2026 |
| NORTHERN TRUST CORP | History | Added to | 432,012 | 37,917 | 0.01% | 0.0% | 16 | +17,234 | 4.15% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 399,426 | 35,057 | 0.02% | 0.01% | 17 | +151,187 | 60.9% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 350,608 | 30,772 | 0.01% | 0.01% | 18 | -7,969 | -2.22% | Q1 2026 | May 05, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Reduced | 342,000 | 30,017 | 0.05% | 0.04% | 19 | -2,149 | -0.62% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 336,483 | 29,533 | 0.0% | 0.0% | 20 | +11,363 | 3.5% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 339,633 | 29,116 | 0.0% | 0.0% | 21 | -79,295 | -18.93% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 272,408 | 23,909 | 0.01% | — | 22 | +272,408 | New | Q1 2026 | May 08, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 267,854 | 23,509 | 0.03% | 0.02% | 23 | +66,580 | 33.08% | Q1 2026 | May 15, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Reduced | 264,800 | 23,241 | 0.23% | 0.21% | 24 | -7,550 | -2.77% | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 252,376 | 22,151 | 0.01% | 0.01% | 25 | +123,963 | 96.53% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 231,889 | 20,352 | 0.01% | 0.01% | 26 | +32,266 | 16.16% | Q1 2026 | May 04, 2026 |
| Invesco Ltd. | History | Reduced | 225,173 | 19,763 | 0.0% | 0.0% | 27 | -6,005 | -2.6% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 198,660 | 17,436 | 0.05% | 0.05% | 28 | +4,741 | 2.44% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Added to | 189,228 | 16,608 | 0.0% | 0.0% | 29 | +37,206 | 24.47% | Q1 2026 | Apr 30, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 178,161 | 15,637 | 0.0% | 0.0% | 30 | +41,924 | 30.77% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 167,565 | 14,707 | 0.02% | 0.03% | 31 | -37,781 | -18.4% | Q1 2026 | May 11, 2026 |
| UBS Group AG | History | Added to | 156,553 | 13,740 | 0.0% | 0.0% | 32 | +60,965 | 63.78% | Q1 2026 | May 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 161,100 | 13,018 | 0.03% | 0.03% | 33 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 132,470 | 11,628 | 0.0% | 0.0% | 34 | +87,927 | 197.4% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 130,211 | 11,428 | 0.0% | 0.0% | 35 | -16,307 | -11.13% | Q1 2026 | May 15, 2026 |
| Bank & Trust Co | History | Reduced | 119,236 | 10,465 | 7.05% | 6.96% | 36 | -2,780 | -2.28% | Q1 2026 | Apr 13, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 117,441 | 10,307 | 0.0% | 0.0% | 37 | -21,696 | -15.59% | Q1 2026 | May 12, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 112,072 | 9,836 | 0.0% | 0.0% | 38 | +75,079 | 202.95% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Added to | 110,811 | 9,725 | 0.01% | 0.0% | 39 | +74,078 | 201.67% | Q1 2026 | May 14, 2026 |
| WHITTIER TRUST CO | History | Added to | 99,012 | 8,766 | 0.1% | 0.08% | 40 | +8,966 | 9.96% | Q1 2026 | Apr 28, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 98,929 | 8,682 | 0.01% | 0.01% | 41 | +1,618 | 1.66% | Q1 2026 | May 12, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 95,749 | 8,403 | 0.0% | 0.0% | 42 | -2,744 | -2.79% | Q1 2026 | May 15, 2026 |
| MARSHALL WACE, LLP | History | Reduced | 95,162 | 8,352 | 0.01% | 0.01% | 43 | -78,267 | -45.13% | Q1 2026 | May 14, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 94,571 | 8,300 | 0.0% | 0.0% | 44 | +1,268 | 1.36% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 94,077 | 8,257 | 0.0% | 0.0% | 45 | -9,250 | -8.95% | Q1 2026 | May 08, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 90,439 | 7,937 | 0.03% | 0.03% | 46 | -21,582 | -19.27% | Q1 2026 | May 15, 2026 |
| DENALI ADVISORS LLC | History | Added to | 89,909 | 7,891 | 0.88% | 0.8% | 47 | +1,206 | 1.36% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 85,866 | 7,536 | 0.01% | 0.01% | 48 | +10,861 | 14.48% | Q1 2026 | May 15, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Added to | 81,968 | 7,194 | 0.01% | 0.01% | 49 | +19,050 | 30.28% | Q1 2026 | May 14, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | Reduced | 80,353 | 7,052 | 0.02% | 0.02% | 50 | -3,216 | -3.85% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Reduced | 78,965 | 6,930 | 0.02% | 0.03% | 51 | -32,929 | -29.43% | Q1 2026 | May 14, 2026 |
| Phocas Financial Corp. | History | Reduced | 76,483 | 6,712 | 1.05% | 1.03% | 52 | -21,195 | -21.7% | Q1 2026 | Apr 30, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 82,701 | 6,683 | 0.04% | 0.04% | 53 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 75,655 | 6,640 | 0.01% | 0.01% | 54 | +19,420 | 34.53% | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 74,889 | 6,573 | 0.01% | 0.01% | 55 | -4,746 | -5.96% | Q1 2026 | Apr 24, 2026 |
| Swiss National Bank | History | No change | 74,400 | 6,530 | 0.0% | 0.0% | 56 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 69,619 | 6,110 | 0.01% | 0.01% | 57 | -22,905 | -24.76% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 69,282 | 6,080 | 0.01% | 0.01% | 58 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 63,482 | 5,571 | 0.0% | 0.0% | 59 | +23,565 | 59.03% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 62,148 | 5,454 | 0.0% | 0.0% | 60 | -14,618 | -19.04% | Q1 2026 | May 12, 2026 |
| Squarepoint Ops LLC | History | Reduced | 61,627 | 5,409 | 0.01% | 0.01% | 61 | -22,299 | -26.57% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Reduced | 58,438 | 5,129 | 0.0% | 0.0% | 62 | -5,610 | -8.76% | Q1 2026 | May 06, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 56,502 | 4,959 | 0.0% | 0.0% | 63 | -58,707 | -50.96% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 55,887 | 4,905 | 0.01% | 0.01% | 64 | +8,567 | 18.1% | Q1 2026 | May 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Added to | 48,935 | 4,332 | 0.09% | 0.08% | 65 | +749 | 1.55% | Q1 2026 | Apr 28, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 48,477 | 4,254 | 0.0% | 0.0% | 66 | -29,251 | -37.63% | Q1 2026 | May 11, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 45,393 | 3,984 | 0.01% | 0.01% | 67 | +13,482 | 42.25% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 44,504 | 3,906 | 0.0% | 0.0% | 68 | +8,750 | 24.47% | Q1 2026 | May 15, 2026 |
| Palisades Investment Partners, LLC | History | Added to | 44,369 | 3,894 | 1.53% | 1.25% | 69 | +3,478 | 8.51% | Q1 2026 | Apr 30, 2026 |
| XTX Topco Ltd | History | Added to | 43,823 | 3,846 | 0.07% | 0.07% | 70 | +11,389 | 35.11% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 43,312 | 3,801 | 0.0% | 0.0% | 71 | -22,588 | -34.28% | Q1 2026 | May 14, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 42,745 | 3,751 | 0.0% | 0.0% | 72 | +95 | 0.22% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 42,250 | 3,709 | 0.01% | 0.01% | 73 | +1,063 | 2.58% | Q1 2026 | May 01, 2026 |
| Vest Financial, LLC | History | Reduced | 41,054 | 3,603 | 0.04% | 0.06% | 74 | -13,422 | -24.64% | Q1 2026 | Apr 23, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 39,731 | 3,487 | 0.09% | 0.07% | 75 | +6,490 | 19.52% | Q1 2026 | May 13, 2026 |
| BENJAMIN EDWARDS INC | History | Added to | 39,229 | 3,443 | 0.03% | 0.03% | 76 | +935 | 2.44% | Q1 2026 | May 12, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 38,809 | 3,406 | 0.0% | 0.0% | 77 | +3,792 | 10.83% | Q1 2026 | May 06, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 41,723 | 3,371 | 0.0% | 0.0% | 78 | -4,164 | -9.07% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 34,495 | 3,027 | 0.0% | 0.0% | 79 | -3,968 | -10.32% | Q1 2026 | May 11, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 34,295 | 3,012 | 0.01% | 0.01% | 80 | -2,019 | -5.56% | Q1 2026 | May 14, 2026 |
| FIRST MANHATTAN CO. LLC. | History | Reduced | 33,801 | 2,966 | 0.01% | 0.01% | 81 | -4,409 | -11.54% | Q1 2026 | May 15, 2026 |
| Financial Engines Advisors L.L.C. | History | Added to | 31,924 | 2,802 | 0.01% | 0.0% | 82 | +1,334 | 4.36% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 31,535 | 2,767 | 0.03% | 0.03% | 83 | -193 | -0.61% | Q1 2026 | May 12, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 29,363 | 2,577 | 0.0% | — | 84 | +29,363 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 28,907 | 2,537 | 0.0% | 0.0% | 85 | +2,332 | 8.78% | Q1 2026 | May 15, 2026 |
| AlphaQuest LLC | History | No change | 30,566 | 2,470 | 0.14% | 0.14% | 86 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 26,865 | 2,357 | 0.0% | 0.0% | 87 | +3,180 | 13.43% | Q1 2026 | Apr 27, 2026 |
| Mariner, LLC | History | Added to | 26,345 | 2,312 | 0.0% | 0.0% | 88 | +799 | 3.13% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 25,969 | 2,279 | 0.01% | 0.01% | 89 | -350 | -1.33% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 25,504 | 2,238 | 0.0% | 0.0% | 90 | +11,850 | 86.79% | Q1 2026 | Apr 16, 2026 |
| JOHN G ULLMAN & ASSOCIATES INC | History | Added to | 25,450 | 2,233 | 0.3% | 0.27% | 91 | +500 | 2.0% | Q1 2026 | May 06, 2026 |
| OneAscent Financial Services LLC | History | New | 25,018 | 2,195 | 0.12% | — | 92 | +25,018 | New | Q1 2026 | Apr 21, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Reduced | 24,800 | 2,176 | 0.04% | 0.06% | 93 | -10,800 | -30.34% | Q1 2026 | May 15, 2026 |
| Linden Thomas Advisory Services, LLC | History | Added to | 22,663 | 1,989 | 0.19% | 0.09% | 94 | +11,087 | 95.78% | Q1 2026 | Apr 10, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 22,037 | 1,934 | 0.0% | 0.0% | 95 | +6,107 | 38.34% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Added to | 21,304 | 1,869 | 0.03% | 0.02% | 96 | +3,542 | 19.94% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 21,267 | 1,866 | 0.01% | 0.01% | 97 | +169 | 0.8% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 20,998 | 1,842 | 0.02% | 0.02% | 98 | -1,207 | -5.44% | Q1 2026 | May 05, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Added to | 20,899 | 1,834 | 0.0% | 0.0% | 99 | +7,399 | 54.81% | Q1 2026 | May 08, 2026 |
| ALPS ADVISORS INC | History | Reduced | 20,707 | 1,817 | 0.01% | 0.01% | 100 | -988 | -4.55% | Q1 2026 | May 08, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 20,684 | 1,815 | 0.02% | 0.02% | 101 | -654 | -3.06% | Q1 2026 | Apr 20, 2026 |
| PDT Partners, LLC | History | New | 20,600 | 1,808 | 0.11% | — | 102 | +20,600 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 19,472 | 1,710 | 0.0% | 0.0% | 103 | -15,010 | -43.53% | Q1 2026 | May 15, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 20,454 | 1,652 | 0.01% | 0.01% | 104 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 18,600 | 1,632 | 0.03% | 0.03% | 105 | -600 | -3.13% | Q1 2026 | Apr 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 18,095 | 1,588 | 0.0% | 0.0% | 106 | +198 | 1.11% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 18,079 | 1,586 | 0.06% | 0.02% | 107 | +10,081 | 126.04% | Q1 2026 | May 13, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 17,908 | 1,571 | 0.0% | 0.0% | 108 | -561 | -3.04% | Q1 2026 | May 15, 2026 |
| Cetera Investment Advisers | History | Added to | 17,884 | 1,569 | 0.0% | 0.0% | 109 | +1,301 | 7.85% | Q1 2026 | May 13, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 17,815 | 1,563 | 0.0% | 0.0% | 110 | +16,879 | 1803.31% | Q1 2026 | May 01, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 17,067 | 1,497 | 0.02% | 0.03% | 111 | -6,039 | -26.14% | Q1 2026 | May 11, 2026 |
| Focus Financial Network, Inc. | History | Added to | 16,945 | 1,487 | 0.05% | 0.04% | 112 | +1,232 | 7.84% | Q1 2026 | Apr 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 16,860 | 1,479 | 0.0% | — | 113 | +16,860 | New | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Added to | 16,313 | 1,431 | 0.01% | 0.0% | 114 | +82 | 0.51% | Q1 2026 | Jun 02, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 15,833 | 1,402 | 0.0% | 0.0% | 115 | -1,731 | -9.86% | Q1 2026 | Apr 08, 2026 |
| COMERICA BANK | History | No change | 17,017 | 1,375 | 0.01% | 0.01% | 116 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 15,542 | 1,364 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Bridgewater Associates, LP | History | New | 15,201 | 1,334 | 0.01% | — | 118 | +15,201 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 15,010 | 1,317 | 0.0% | 0.0% | 119 | +2,829 | 23.22% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 14,751 | 1,294 | 0.0% | 0.0% | 120 | -7,650 | -34.15% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 14,748 | 1,294 | 0.0% | 0.0% | 121 | +4,278 | 40.86% | Q1 2026 | May 15, 2026 |
| WINTON GROUP Ltd | History | Added to | 14,621 | 1,283 | 0.05% | 0.04% | 122 | +67 | 0.46% | Q1 2026 | May 12, 2026 |
| North Star Investment Management Corp. | History | No change | 14,236 | 1,249 | 0.08% | 0.07% | 123 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 14,022 | 1,230 | 0.01% | 0.0% | 124 | -1,351 | -8.79% | Q1 2026 | May 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Reduced | 12,673 | 1,112 | 0.01% | 0.01% | 125 | -2,106 | -14.25% | Q1 2026 | Apr 14, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 12,505 | 1,098 | 0.0% | 0.0% | 126 | -1,481 | -10.59% | Q1 2026 | Apr 27, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 12,158 | 1,067 | 0.0% | 0.0% | 127 | +646 | 5.61% | Q1 2026 | May 13, 2026 |
| Engineers Gate Manager LP | History | Added to | 11,967 | 1,050 | 0.01% | 0.01% | 128 | +5,251 | 78.19% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,956 | 1,049 | 0.01% | 0.01% | 129 | -114 | -0.94% | Q1 2026 | May 08, 2026 |
| Brevan Howard Capital Management LP | History | New | 11,693 | 1,026 | 0.01% | — | 130 | +11,693 | New | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 11,596 | 1,017 | 0.01% | 0.0% | 131 | +1,161 | 11.13% | Q1 2026 | May 13, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 11,141 | 977 | 0.0% | 0.0% | 132 | -11,808 | -51.45% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 11,135 | 977 | 0.01% | 0.01% | 133 | -123 | -1.09% | Q1 2026 | Apr 24, 2026 |
| SEI INVESTMENTS CO | History | Added to | 11,047 | 969 | 0.0% | 0.0% | 134 | +5,123 | 86.48% | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 10,950 | 961 | 0.09% | 0.09% | 135 | -14,140 | -56.36% | Q1 2026 | May 15, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Added to | 10,631 | 933 | 0.1% | 0.09% | 136 | +13 | 0.12% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 10,636 | 933 | 0.01% | 0.01% | 137 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Focus Partners Wealth | History | Added to | 10,602 | 930 | 0.0% | 0.0% | 138 | +416 | 4.08% | Q1 2026 | May 14, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,544 | 925 | 0.01% | 0.01% | 139 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| EAGLE GLOBAL ADVISORS LLC | History | No change | 10,480 | 919 | 0.03% | 0.03% | 140 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Atom Investors LP | History | No change | 10,412 | 913 | 0.07% | 0.07% | 141 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 10,359 | 909 | 0.01% | 0.0% | 143 | -171 | -1.62% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 10,363 | 909 | 0.0% | 0.0% | 142 | -12 | -0.12% | Q1 2026 | May 01, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | No change | 10,201 | 895 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 10,139 | 889 | 0.0% | — | 145 | +10,139 | New | Q1 2026 | May 08, 2026 |
| HighTower Advisors, LLC | History | Added to | 10,104 | 886 | 0.0% | 0.0% | 146 | +263 | 2.67% | Q1 2026 | May 05, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 9,875 | 866 | 0.01% | 0.01% | 147 | -8,189 | -45.33% | Q1 2026 | May 08, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | No change | 9,787 | 859 | 0.23% | 0.21% | 148 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 9,592 | 841 | 0.01% | 0.01% | 149 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 9,490 | 832 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Reduced | 9,123 | 800 | 0.0% | 0.0% | 151 | -197 | -2.11% | Q1 2026 | May 12, 2026 |
| Voleon Capital Management LP | History | Reduced | 9,034 | 792 | 0.02% | 0.03% | 153 | -6,310 | -41.12% | Q1 2026 | May 15, 2026 |
| ALERUS FINANCIAL NA | History | No change | 9,028 | 792 | 0.04% | 0.04% | 152 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Kestra Advisory Services, LLC | History | Added to | 9,001 | 789 | 0.0% | 0.0% | 154 | +578 | 6.86% | Q1 2026 | Apr 30, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 8,780 | 770 | 0.0% | 0.0% | 155 | +349 | 4.14% | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Reduced | 8,407 | 737 | 0.0% | 0.0% | 156 | -36 | -0.43% | Q1 2026 | May 14, 2026 |
| Curi Capital, LLC | History | Added to | 8,352 | 733 | 0.01% | 0.01% | 157 | +2 | 0.02% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 8,217 | 721 | 0.0% | 0.0% | 158 | +2,631 | 47.1% | Q1 2026 | May 15, 2026 |
| NorthRock Partners, LLC | History | Reduced | 8,224 | 721 | 0.01% | 0.01% | 159 | -13 | -0.16% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Added to | 7,965 | 699 | 0.0% | 0.0% | 160 | +130 | 1.66% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Reduced | 7,758 | 681 | 0.0% | 0.0% | 161 | -184 | -2.32% | Q1 2026 | Apr 30, 2026 |
| FOSTER & MOTLEY INC | History | Reduced | 7,750 | 680 | 0.04% | 0.03% | 162 | -335 | -4.14% | Q1 2026 | Apr 21, 2026 |
| Private Advisor Group, LLC | History | Added to | 7,739 | 679 | 0.0% | 0.0% | 163 | +3,009 | 63.62% | Q1 2026 | Apr 24, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 7,497 | 661 | 0.0% | 0.0% | 164 | -3,629 | -32.62% | Q1 2026 | May 05, 2026 |
| SNS Financial Group, LLC | History | No change | 7,459 | 654 | 0.06% | 0.05% | 165 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 7,155 | 627 | 0.0% | 0.0% | 166 | -1,176 | -14.12% | Q1 2026 | May 04, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 7,080 | 621 | 0.0% | 0.0% | 167 | +614 | 9.5% | Q1 2026 | Apr 22, 2026 |
| Creative Planning | History | Added to | 7,021 | 616 | 0.0% | 0.0% | 168 | +973 | 16.09% | Q1 2026 | May 12, 2026 |
| VIRTUS ADVISERS, LLC | History | No change | 6,854 | 601 | 0.28% | 0.26% | 169 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| INFRASTRUCTURE CAPITAL ADVISORS, LLC | History | Added to | 6,794 | 596 | 0.04% | 0.05% | 170 | +910 | 15.47% | Q1 2026 | May 15, 2026 |
| D.A. DAVIDSON & CO. | History | Added to | 6,767 | 593 | 0.0% | 0.0% | 171 | +898 | 15.3% | Q1 2026 | May 05, 2026 |
| Johnson Wealth Management, LLC | History | No change | 6,727 | 590 | 0.28% | 0.27% | 172 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 6,610 | 580 | 0.0% | 0.0% | 173 | -6,688 | -50.29% | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 6,719 | 577 | 0.0% | 0.0% | 174 | +82 | 1.24% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 6,332 | 555 | 0.01% | 0.01% | 175 | -3,822 | -37.64% | Q1 2026 | Apr 22, 2026 |
| Maryland State Retirement & Pension System | History | No change | 6,110 | 536 | 0.01% | 0.01% | 176 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 6,049 | 531 | 0.0% | 0.0% | 177 | +1,920 | 46.5% | Q1 2026 | Apr 22, 2026 |
| RBA Wealth Management, LLC | History | Reduced | 6,042 | 530 | 0.19% | 0.17% | 178 | -132 | -2.14% | Q1 2026 | Apr 22, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 5,983 | 525 | 0.01% | 0.01% | 179 | +127 | 2.17% | Q1 2026 | May 08, 2026 |
| CIBC Bancorp USA Inc. | History | New | 5,935 | 520 | 0.0% | — | 180 | +5,935 | New | Q1 2026 | May 12, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 5,799 | 508 | 0.0% | 0.0% | 181 | +1,965 | 51.25% | Q1 2026 | May 15, 2026 |
| GREENWOOD CAPITAL ASSOCIATES LLC | History | Added to | 5,568 | 488 | 0.05% | 0.04% | 182 | +1,448 | 35.15% | Q1 2026 | Apr 29, 2026 |
| Fieldview Capital Management, LLC | History | New | 5,505 | 483 | 0.14% | — | 183 | +5,505 | New | Q1 2026 | May 14, 2026 |
| Vident Advisory, LLC | History | Added to | 5,494 | 482 | 0.0% | 0.0% | 184 | +276 | 5.29% | Q1 2026 | May 14, 2026 |
| Lido Advisors, LLC | History | Added to | 5,416 | 475 | 0.0% | 0.0% | 185 | +679 | 14.33% | Q1 2026 | May 13, 2026 |
| Bravera Wealth | History | Added to | 5,399 | 473 | 0.21% | 0.19% | 186 | +600 | 12.5% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,388 | 472 | 0.0% | 0.0% | 187 | -5 | -0.09% | Q1 2026 | May 08, 2026 |
| Opus Capital Group, LLC | History | No change | 5,266 | 462 | 0.05% | 0.05% | 188 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 5,246 | 460 | 0.02% | 0.02% | 189 | -76 | -1.43% | Q1 2026 | May 11, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 5,226 | 458 | 0.0% | 0.0% | 190 | +1,904 | 57.31% | Q1 2026 | May 04, 2026 |
| BAYBAN | History | Added to | 5,201 | 456 | 0.4% | 0.33% | 192 | +532 | 11.39% | Q1 2026 | Apr 24, 2026 |
| Modern Wealth Management, LLC | History | Added to | 5,178 | 456 | 0.01% | 0.01% | 191 | +15 | 0.29% | Q1 2026 | May 14, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | New | 5,112 | 448 | 0.02% | — | 193 | +5,112 | New | Q1 2026 | May 13, 2026 |
| Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | History | Added to | 5,025 | 441 | 0.01% | 0.01% | 194 | +970 | 23.92% | Q1 2026 | May 04, 2026 |
| Hendershot Investments Inc. | History | No change | 5,000 | 438 | 0.06% | 0.05% | 195 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Holocene Advisors, LP | History | New | 4,981 | 437 | 0.0% | — | 196 | +4,981 | New | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 4,914 | 431 | 0.0% | 0.0% | 197 | -1,775 | -26.54% | Q1 2026 | May 15, 2026 |
| Valtinson Bruner Financial Planning LLC | History | No change | 4,817 | 422 | 0.12% | 0.11% | 198 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 4,796 | 420 | 0.0% | 0.0% | 199 | +6 | 0.13% | Q1 2026 | May 07, 2026 |
| EVOLVE PRIVATE WEALTH, LLC | History | Added to | 4,772 | 418 | 0.02% | 0.02% | 201 | +175 | 3.81% | Q1 2026 | Apr 16, 2026 |
| Alternative Investment Advisors, LLC. | History | Added to | 4,768 | 418 | 0.18% | 0.16% | 200 | +31 | 0.65% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 4,714 | 413 | 0.0% | 0.0% | 202 | -7,846 | -62.47% | Q1 2026 | May 08, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 4,610 | 404 | 0.01% | 0.01% | 204 | +308 | 7.16% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 4,608 | 404 | 0.0% | 0.0% | 203 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,576 | 401 | 0.01% | 0.01% | 205 | +38 | 0.84% | Q1 2026 | May 13, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 4,518 | 396 | 0.01% | 0.01% | 206 | +57 | 1.28% | Q1 2026 | Apr 17, 2026 |
| Accredited Investors Inc. | History | Added to | 4,407 | 386 | 0.02% | 0.02% | 207 | +28 | 0.64% | Q1 2026 | Apr 30, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,228 | 371 | 0.0% | 0.0% | 208 | +707 | 20.08% | Q1 2026 | May 15, 2026 |
| Independent Advisor Alliance | History | No change | 4,236 | 371 | 0.0% | 0.01% | 209 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealth Forward, LLC | History | No change | 4,238 | 371 | 0.21% | 0.19% | 210 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| BOKF, NA | History | Reduced | 4,206 | 369 | 0.01% | 0.01% | 211 | -2,061 | -32.89% | Q1 2026 | May 08, 2026 |
| Bell Bank | History | No change | 4,086 | 358 | 0.02% | 0.01% | 212 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 4,056 | 355 | 0.0% | 0.0% | 213 | +212 | 5.52% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | Reduced | 3,928 | 344 | 0.0% | 0.0% | 214 | -2,172 | -35.61% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 3,851 | 338 | 0.01% | 0.01% | 215 | +82 | 2.18% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Reduced | 3,818 | 335 | 0.01% | 0.02% | 216 | -1,373 | -26.45% | Q1 2026 | Apr 29, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,747 | 328 | 0.01% | 0.01% | 217 | +259 | 7.43% | Q1 2026 | May 15, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 3,701 | 324 | 0.0% | 0.0% | 218 | +72 | 1.98% | Q1 2026 | Apr 29, 2026 |
| Chesley Taft & Associates LLC | History | No change | 3,680 | 322 | 0.01% | 0.01% | 219 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,667 | 321 | 0.0% | 0.0% | 220 | +265 | 7.79% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 3,607 | 316 | 0.0% | 0.0% | 221 | +577 | 19.04% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 3,491 | 306 | 0.0% | 0.0% | 223 | -300 | -7.91% | Q1 2026 | May 08, 2026 |
| Atlas Brown,Inc. | History | No change | 3,491 | 306 | 0.09% | 0.08% | 222 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Ifrah Financial Services, Inc. | History | Reduced | 3,474 | 304 | 0.08% | 0.07% | 224 | -106 | -2.96% | Q1 2026 | Apr 22, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,415 | 299 | 0.0% | 0.0% | 225 | -180 | -5.01% | Q1 2026 | May 08, 2026 |
| OLD NATIONAL BANCORP /IN/ | History | No change | 3,285 | 288 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 3,222 | 282 | 0.01% | 0.01% | 227 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| LIFELONG WEALTH ADVISORS, INC. | History | No change | 3,164 | 277 | 0.07% | 0.07% | 228 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Mann Financial Group, Inc. | History | No change | 3,129 | 274 | 0.26% | 0.24% | 229 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Reduced | 3,056 | 268 | 0.0% | 0.0% | 230 | -475 | -13.45% | Q1 2026 | May 12, 2026 |
| Beacon Pointe Advisors, LLC | History | Added to | 3,029 | 265 | 0.0% | 0.0% | 231 | +239 | 8.57% | Q1 2026 | May 15, 2026 |
| GW HENSSLER & ASSOCIATES LTD | History | No change | 2,883 | 253 | 0.01% | 0.01% | 232 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | No change | 2,809 | 246 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| CIBC Asset Management Inc | History | Reduced | 2,796 | 245 | 0.0% | 0.0% | 234 | -60 | -2.1% | Q1 2026 | May 12, 2026 |
| Wealth Alliance Advisory Group, LLC | History | No change | 2,779 | 243 | 0.04% | 0.04% | 235 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Crossmark Global Holdings, Inc. | History | No change | 2,765 | 242 | 0.0% | 0.0% | 236 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| &PARTNERS | History | Reduced | 2,754 | 241 | 0.0% | 0.0% | 237 | -54 | -1.92% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 2,738 | 240 | 0.0% | — | 238 | +2,738 | New | Q1 2026 | May 14, 2026 |
| Compass Financial Group, INC/SD | History | Added to | 2,699 | 236 | 0.03% | 0.03% | 239 | +17 | 0.63% | Q1 2026 | Apr 29, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Reduced | 2,683 | 235 | 0.01% | 0.13% | 240 | -15,403 | -85.17% | Q1 2026 | May 08, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | No change | 2,683 | 235 | 0.01% | 0.01% | 241 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 2,620 | 229 | 0.0% | 0.0% | 242 | -707 | -21.25% | Q1 2026 | May 12, 2026 |
| Savant Capital, LLC | History | Added to | 2,618 | 229 | 0.0% | 0.0% | 243 | +68 | 2.67% | Q1 2026 | May 04, 2026 |
| denkapparat Operations GmbH | History | No change | 2,586 | 226 | 0.09% | 0.11% | 244 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Neuberger Berman Group LLC | History | New | 2,459 | 215 | 0.0% | — | 245 | +2,459 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | New | 2,436 | 213 | 0.0% | — | 246 | +2,436 | New | Q1 2026 | May 15, 2026 |
| Abel Hall, LLC | History | New | 2,401 | 210 | 0.04% | — | 248 | +2,401 | New | Q1 2026 | Apr 28, 2026 |
| DAYMARK WEALTH PARTNERS, LLC | History | New | 2,400 | 210 | 0.01% | — | 247 | +2,400 | New | Q1 2026 | May 11, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 2,551 | 206 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| IHT Wealth Management, LLC | History | New | 2,322 | 203 | 0.0% | — | 250 | +2,322 | New | Q1 2026 | May 15, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,060 | 180 | 0.0% | 0.0% | 251 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 2,022 | 177 | 0.02% | 0.02% | 252 | +41 | 2.07% | Q1 2026 | May 11, 2026 |
| JNBA Financial Advisors | History | No change | 1,715 | 150 | 0.01% | 0.01% | 253 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| ARMSTRONG ADVISORY GROUP, INC | History | No change | 1,660 | 145 | 0.01% | 0.01% | 254 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,526 | 133 | 0.0% | 0.0% | 255 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Advisory Services Network, LLC | History | New | 1,499 | 131 | 0.0% | — | 256 | +1,499 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,366 | 119 | 0.0% | 0.0% | 257 | +778 | 132.31% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Reduced | 1,304 | 114 | 0.0% | 0.0% | 258 | -38 | -2.83% | Q1 2026 | May 14, 2026 |
| KBC Group NV | History | No change | 1,227 | 108 | 0.0% | 0.0% | 259 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 1,310 | 105 | 0.0% | 0.0% | 260 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Covestor Ltd | History | Reduced | 1,184 | 104 | 0.07% | 0.07% | 261 | -397 | -25.11% | Q1 2026 | May 05, 2026 |
| HM PAYSON & CO | History | No change | 1,172 | 102 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Financial Perspectives, Inc | History | No change | 1,155 | 101 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Abound Wealth Management | History | No change | 1,151 | 100 | 0.02% | 0.02% | 264 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 1,123 | 99 | 0.0% | 0.0% | 265 | -131 | -10.45% | Q1 2026 | Apr 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,214 | 98 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,115 | 97 | 0.0% | 0.0% | 267 | +1,000 | 869.57% | Q1 2026 | Apr 07, 2026 |
| Crews Bank & Trust | History | No change | 1,092 | 95 | 0.01% | 0.01% | 268 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,067 | 93 | 0.0% | 0.0% | 269 | +23 | 2.2% | Q1 2026 | Apr 30, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Added to | 1,015 | 89 | 0.01% | 0.01% | 270 | +6 | 0.59% | Q1 2026 | May 01, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | No change | 1,000 | 87 | 0.02% | 0.02% | 271 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 936 | 82 | 0.0% | 0.0% | 272 | -14 | -1.47% | Q1 2026 | May 07, 2026 |
| TRUST CO OF VERMONT | History | No change | 904 | 73 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| State of Wyoming | History | Reduced | 823 | 72 | 0.01% | 0.01% | 274 | -851 | -50.84% | Q1 2026 | May 13, 2026 |
| USA FINANCIAL FORMULAS | History | Reduced | 810 | 71 | 0.01% | 0.02% | 275 | -566 | -41.13% | Q1 2026 | Apr 14, 2026 |
| STRS OHIO | History | Added to | 800 | 70 | 0.0% | 0.0% | 276 | +200 | 33.33% | Q1 2026 | Apr 24, 2026 |
| Geneos Wealth Management Inc. | History | No change | 742 | 65 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| GAMMA Investing LLC | History | Added to | 739 | 64 | 0.0% | 0.0% | 278 | +186 | 33.63% | Q1 2026 | Apr 06, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 702 | 62 | 0.0% | 0.0% | 279 | +81 | 13.04% | Q1 2026 | May 01, 2026 |
| High Note Wealth, LLC | History | No change | 677 | 59 | 0.01% | 0.01% | 280 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 664 | 58 | 0.0% | 0.0% | 281 | +24 | 3.75% | Q1 2026 | May 14, 2026 |
| Goodman Advisory Group, LLC | History | No change | 667 | 58 | 0.02% | 0.01% | 282 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| AdvisorNet Financial, Inc | History | No change | 650 | 57 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| UMB Bank, n.a. | History | Added to | 649 | 56 | 0.0% | 0.0% | 284 | +5 | 0.78% | Q1 2026 | May 11, 2026 |
| Costello Asset Management, INC | History | Reduced | 618 | 54 | 0.02% | 0.02% | 285 | -100 | -13.93% | Q1 2026 | Apr 30, 2026 |
| C M BIDWELL & ASSOCIATES LTD | History | Reduced | 561 | 49 | 0.02% | 0.03% | 286 | -179 | -24.19% | Q1 2026 | May 14, 2026 |
| SHP Wealth Management | History | No change | 500 | 43 | 0.0% | 0.0% | 287 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Asset Planning,Inc | History | No change | 500 | 43 | 0.03% | 0.03% | 288 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 500 | 43 | 0.04% | 0.04% | 289 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Cherry Tree Wealth Management, LLC | History | No change | 454 | 39 | 0.01% | 0.01% | 290 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | No change | 426 | 37 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Added to | 408 | 36 | 0.0% | 0.0% | 292 | +108 | 36.0% | Q1 2026 | May 06, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 420 | 36 | 0.03% | 0.02% | 293 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 396 | 35 | 0.0% | 0.0% | 294 | +140 | 54.69% | Q1 2026 | May 11, 2026 |
| Arax Advisory Partners | History | Added to | 396 | 34 | 0.0% | 0.0% | 295 | +17 | 4.49% | Q1 2026 | May 13, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 393 | 34 | 0.0% | 0.0% | 296 | +17 | 4.52% | Q1 2026 | May 15, 2026 |
| Motiv8 Investments LLC | History | No change | 422 | 34 | 0.02% | 0.02% | 297 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | New | 325 | 29 | 0.0% | — | 301 | +325 | New | Q1 2026 | Apr 28, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 341 | 29 | 0.0% | 0.0% | 298 | +274 | 408.96% | Q1 2026 | May 15, 2026 |
| HighMark Wealth Management LLC | History | Added to | 338 | 29 | 0.01% | 0.01% | 299 | +2 | 0.6% | Q1 2026 | May 05, 2026 |
| West Financial Advisors, LLC | History | No change | 334 | 29 | 0.0% | 0.0% | 300 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Vermillion Wealth Management, Inc. | History | Added to | 303 | 26 | 0.01% | 0.01% | 302 | +3 | 1.0% | Q1 2026 | Apr 17, 2026 |
| Sound Income Strategies, LLC | History | Added to | 286 | 25 | 0.0% | 0.0% | 303 | +204 | 248.78% | Q1 2026 | Apr 27, 2026 |
| Destiny Wealth Partners, LLC | History | New | 240 | 21 | 0.0% | — | 304 | +240 | New | Q1 2026 | May 11, 2026 |
| Opal Wealth Advisors, LLC | History | New | 230 | 20 | 0.0% | — | 305 | +230 | New | Q1 2026 | Apr 14, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 220 | 19 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Smallwood Wealth Investment Management, LLC | History | Added to | 197 | 17 | 0.01% | 0.01% | 308 | +1 | 0.51% | Q1 2026 | Apr 22, 2026 |
| N.E.W. Advisory Services LLC | History | No change | 200 | 17 | 0.0% | 0.0% | 307 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| IFP Advisors, Inc | History | Reduced | 190 | 16 | 0.0% | 0.0% | 309 | -4 | -2.06% | Q1 2026 | Apr 13, 2026 |
| Plante Moran Financial Advisors, LLC | History | No change | 160 | 14 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 124 | 10 | 0.0% | 0.0% | 311 | -14 | -10.14% | Q1 2026 | May 15, 2026 |
| WealthCollab, LLC | History | No change | 119 | 10 | 0.0% | 0.0% | 312 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 93 | 8 | 0.0% | 0.0% | 317 | +51 | 121.43% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Added to | 101 | 8 | 0.0% | 0.0% | 316 | +13 | 14.77% | Q1 2026 | May 14, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 90 | 8 | 0.0% | 0.0% | 313 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | No change | 102 | 8 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| IAG Wealth Partners, LLC | History | No change | 100 | 8 | 0.0% | 0.0% | 315 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| BROADWATER CAPITAL MANAGEMENT LLC | History | No change | 95 | 7 | 0.01% | 0.01% | 318 | 0 | 0.0% | Q4 2025 | Feb 03, 2026 |
| Root Financial Partners, LLC | History | Added to | 79 | 6 | 0.0% | 0.0% | 319 | +11 | 16.18% | Q1 2026 | Apr 24, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 67 | 5 | 0.0% | — | 322 | +67 | New | Q1 2026 | May 08, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 62 | 5 | 0.0% | 0.0% | 321 | +7 | 12.73% | Q1 2026 | May 07, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 62 | 5 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Colonial Trust Co / SC | History | Added to | 53 | 4 | 0.0% | 0.0% | 324 | +19 | 55.88% | Q1 2026 | May 12, 2026 |
| Global Wealth Strategies & Associates | History | No change | 55 | 4 | 0.0% | 0.0% | 323 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| CVA Family Office, LLC | History | New | 41 | 3 | 0.0% | — | 328 | +41 | New | Q1 2026 | Apr 29, 2026 |
| Versant Capital Management, Inc | History | Added to | 45 | 3 | 0.0% | 0.0% | 327 | +3 | 7.14% | Q1 2026 | Apr 06, 2026 |
| ASSETMARK, INC | History | No change | 40 | 3 | 0.0% | 0.0% | 325 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Ancora Advisors LLC | History | No change | 38 | 3 | 0.0% | 0.0% | 326 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 23 | 2 | 0.0% | 0.02% | 335 | -753 | -97.04% | Q1 2026 | May 11, 2026 |
| JPL Wealth Management, LLC | History | New | 27 | 2 | 0.0% | — | 337 | +27 | New | Q1 2026 | May 08, 2026 |
| Quarry LP | History | New | 25 | 2 | 0.0% | — | 336 | +25 | New | Q1 2026 | May 15, 2026 |
| Fortitude Family Office, LLC | History | Added to | 26 | 2 | 0.0% | — | 334 | +19 | 271.43% | Q1 2026 | Apr 15, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Reduced | 25 | 2 | 0.0% | 0.0% | 332 | -11 | -30.56% | Q1 2026 | Apr 20, 2026 |
| Blue Trust, Inc. | History | Reduced | 24 | 2 | 0.0% | 0.0% | 333 | -7 | -22.58% | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 34 | 2 | 0.0% | 0.0% | 329 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 28 | 2 | 0.0% | 0.0% | 330 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Parkside Financial Bank & Trust | History | No change | 33 | 2 | 0.0% | 0.0% | 331 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIMPLEX TRADING, LLC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 338 | -384 | -96.24% | Q1 2026 | May 14, 2026 |
| MAI Capital Management | History | New | 18 | 1 | 0.0% | — | 343 | +18 | New | Q1 2026 | May 15, 2026 |
| Glen Eagle Advisors, LLC | History | Added to | 12 | 1 | 0.0% | — | 342 | +1 | 9.09% | Q1 2026 | May 15, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 15 | 1 | 0.0% | 0.0% | 339 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Archer Investment Corp | History | No change | 12 | 1 | 0.0% | — | 340 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Bell Investment Advisors, Inc | History | No change | 15 | 1 | 0.0% | 0.0% | 341 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Buck Wealth Strategies, LLC | History | Closed out | 0 | 0 | — | 0.75% | — | -72,905 | -100.0% | Q1 2026 | May 08, 2026 |
| MUFG Securities EMEA plc | History | Closed out | 0 | 0 | — | 0.04% | — | -44,000 | -100.0% | Q1 2026 | May 11, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -35,029 | -100.0% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.02% | — | -25,973 | -100.0% | Q1 2026 | May 14, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.02% | — | -23,894 | -100.0% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -16,500 | -100.0% | Q1 2026 | May 07, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,313 | -100.0% | Q1 2026 | May 15, 2026 |
| Belpointe Asset Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -9,748 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Fortis Capital Advisors, LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -9,748 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.03% | — | -6,567 | -100.0% | Q1 2026 | May 14, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -6,210 | -100.0% | Q1 2026 | May 15, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -5,808 | -100.0% | Q1 2026 | May 13, 2026 |
| Jackson Creek Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,989 | -100.0% | Q1 2026 | May 05, 2026 |
| Vestcor Inc | History | Closed out | 0 | 0 | — | 0.01% | — | -4,969 | -100.0% | Q1 2026 | May 12, 2026 |
| Dynamic Technology Lab Private Ltd | History | Closed out | 0 | 0 | — | 0.08% | — | -4,410 | -100.0% | Q1 2026 | May 15, 2026 |
| Secure Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -4,246 | -100.0% | Q1 2026 | Apr 09, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,115 | -100.0% | Q1 2026 | May 14, 2026 |
| PROFUND ADVISORS LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -3,600 | -100.0% | Q1 2026 | Apr 24, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,496 | -100.0% | Q1 2026 | May 15, 2026 |
| Bangor Savings Bank | History | Closed out | 0 | 0 | — | 0.02% | — | -2,400 | -100.0% | Q1 2026 | Apr 01, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,856 | -100.0% | Q1 2026 | May 14, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -1,317 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.02% | — | -510 | -100.0% | Q1 2026 | May 13, 2026 |
| Independence Bank of Kentucky | History | Closed out | 0 | 0 | — | 0.0% | — | -200 | -100.0% | Q1 2026 | Apr 30, 2026 |
| NBC SECURITIES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -80 | -100.0% | Q1 2026 | Apr 14, 2026 |
| Concord Wealth Partners | History | Closed out | 0 | 0 | — | 0.0% | — | -39 | -100.0% | Q1 2026 | May 01, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | May 13, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 6 | 0 | — | — | — | +3 | 100.0% | Q1 2026 | Apr 14, 2026 |
| Hughes Financial Services, LLC | History | Added to | 2 | 0 | — | — | — | +1 | 100.0% | Q1 2026 | Apr 29, 2026 |
| Rialto Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +1 | 50.0% | Q1 2026 | May 14, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +1 | 33.33% | Q1 2026 | Apr 21, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Inspire Investing, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| SBI Securities Co., Ltd. | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| SJS Investment Consulting Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Ankerstar Wealth, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Signature Equity Partners, LLC | History | No change | 4 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | No change | 8 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |