Palomar Holdings, Inc. - PLMR
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 | 4,385,138 | 524,023 | 0.01% | 0.01% | 1 | -18,279 | -0.42% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,698,278 | 363,619 | 0.01% | 0.01% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,218,960 | 145,665 | 0.01% | — | 3 | +1,218,960 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,198,537 | 143,225 | 0.0% | — | 4 | +1,198,537 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,062,288 | 126,943 | 0.0% | 0.0% | 5 | +938 | 0.09% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 933,993 | 111,663 | 0.05% | 0.05% | 6 | +138,368 | 17.39% | Q1 2026 | May 18, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Added to | 854,116 | 102,066 | 0.43% | 0.47% | 7 | +13,890 | 1.65% | Q1 2026 | May 11, 2026 |
| Sumitomo Mitsui Trust Group, Inc. | History | Reduced | 716,335 | 85,602 | 0.06% | 0.06% | 8 | -68,830 | -8.77% | Q1 2026 | Apr 30, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 714,914 | 85,432 | 1.17% | 1.22% | 9 | +20,597 | 2.97% | Q1 2026 | Apr 28, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 683,014 | 81,635 | 0.01% | 0.01% | 10 | +21,114 | 3.19% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 653,026 | 78,036 | 0.02% | 0.02% | 11 | +23,579 | 3.75% | Q1 2026 | May 07, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 585,710 | 69,992 | 0.04% | 0.03% | 12 | +126,701 | 27.6% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 499,287 | 59,664 | 0.01% | 0.01% | 13 | -178,650 | -26.35% | Q1 2026 | May 12, 2026 |
| Freestone Grove Partners LP | History | Added to | 476,484 | 56,939 | 0.4% | 0.23% | 14 | +235,597 | 97.8% | Q1 2026 | May 15, 2026 |
| Hood River Capital Management LLC | History | New | 426,046 | 50,912 | 0.51% | — | 15 | +426,046 | New | Q1 2026 | May 15, 2026 |
| Champlain Investment Partners, LLC | History | Reduced | 326,948 | 39,070 | 0.5% | 0.45% | 16 | -5,596 | -1.68% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 320,932 | 38,351 | 0.01% | 0.0% | 17 | +189,545 | 144.26% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 320,450 | 38,293 | 0.04% | 0.03% | 18 | +80,848 | 33.74% | Q1 2026 | May 12, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 308,753 | 36,895 | 0.06% | 0.07% | 19 | -19,662 | -5.99% | Q1 2026 | May 11, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 301,523 | 36,031 | 0.0% | 0.0% | 20 | +54,316 | 21.97% | Q1 2026 | May 15, 2026 |
| EMERALD ADVISERS, LLC | History | Reduced | 298,359 | 35,653 | 1.13% | 1.25% | 21 | -3,605 | -1.19% | Q1 2026 | May 04, 2026 |
| NORTHERN TRUST CORP | History | Added to | 287,711 | 34,381 | 0.0% | 0.0% | 22 | +5,969 | 2.12% | Q1 2026 | May 14, 2026 |
| Artemis Investment Management LLP | History | Added to | 274,614 | 32,816 | 0.35% | 0.35% | 23 | +62,335 | 29.36% | Q1 2026 | Apr 13, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Reduced | 260,321 | 31,109 | 0.0% | 0.0% | 24 | -21,282 | -7.56% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 255,994 | 30,591 | 0.0% | 0.01% | 25 | -4,944 | -1.89% | Q1 2026 | May 15, 2026 |
| VILLERE ST DENIS J & CO LLC | History | Reduced | 246,543 | 29,461 | 3.25% | 3.52% | 26 | -13,819 | -5.31% | Q1 2026 | Apr 30, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 240,387 | 28,726 | 0.03% | 0.02% | 27 | +122,920 | 104.64% | Q1 2026 | May 15, 2026 |
| GENEVA CAPITAL MANAGEMENT LLC | History | Reduced | 214,658 | 25,651 | 0.55% | 0.59% | 28 | -16,841 | -7.27% | Q1 2026 | May 06, 2026 |
| MORGAN STANLEY | History | Reduced | 209,251 | 25,005 | 0.0% | 0.0% | 29 | -50,233 | -19.36% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | New | 195,118 | 23,316 | 0.15% | — | 30 | +195,118 | New | Q1 2026 | May 14, 2026 |
| DANSKE BANK A/S | History | Added to | 193,781 | 23,156 | 0.06% | 0.04% | 31 | +55,486 | 40.12% | Q1 2026 | May 12, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 184,151 | 22,006 | 0.01% | — | 32 | +184,151 | New | Q1 2026 | May 08, 2026 |
| ATLAS CAPITAL ADVISORS INC. | History | No change | 181,634 | 21,705 | 2.48% | 2.73% | 33 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Handelsbanken Fonder AB | History | Reduced | 168,948 | 20,189 | 0.07% | 0.09% | 34 | -62,398 | -26.97% | Q1 2026 | Apr 28, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Added to | 163,270 | 19,510 | 0.95% | 1.06% | 35 | +1,553 | 0.96% | Q1 2026 | May 04, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 160,677 | 19,200 | 0.02% | 0.03% | 36 | -26,668 | -14.23% | Q1 2026 | May 14, 2026 |
| Clark Capital Management Group, Inc. | History | Added to | 157,274 | 18,794 | 0.12% | 0.09% | 37 | +43,332 | 38.03% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 148,578 | 17,755 | 0.02% | 0.03% | 38 | -53,642 | -26.53% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 148,446 | 17,739 | 0.0% | 0.0% | 39 | -30,227 | -16.92% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 146,570 | 17,515 | 0.0% | 0.0% | 40 | +1,693 | 1.17% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 145,372 | 17,371 | 0.0% | 0.01% | 41 | -12,429 | -7.88% | Q1 2026 | Apr 30, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 141,838 | 16,949 | 0.02% | 0.05% | 42 | -166,896 | -54.06% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 132,345 | 15,816 | 0.01% | 0.01% | 43 | +82,996 | 168.18% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 129,573 | 15,483 | 0.01% | 0.01% | 44 | -78,130 | -37.62% | Q1 2026 | May 04, 2026 |
| BESSEMER GROUP INC | History | Reduced | 119,196 | 14,242 | 0.02% | 0.03% | 45 | -34,709 | -22.55% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 115,631 | 13,817 | 0.0% | 0.0% | 46 | -34,195 | -22.82% | Q1 2026 | May 14, 2026 |
| Woodline Partners LP | History | Reduced | 104,218 | 12,454 | 0.05% | 0.07% | 47 | -21,928 | -17.38% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 103,121 | 12,322 | 0.01% | 0.01% | 48 | +16,581 | 19.16% | Q1 2026 | May 14, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 101,428 | 12,120 | 0.03% | 0.05% | 49 | -25,993 | -20.4% | Q1 2026 | May 08, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 94,830 | 11,332 | 0.04% | 0.04% | 50 | +3,122 | 3.4% | Q1 2026 | May 13, 2026 |
| SEI INVESTMENTS CO | History | Added to | 93,157 | 11,132 | 0.01% | 0.01% | 51 | +38,917 | 71.75% | Q1 2026 | May 13, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 90,225 | 10,781 | 0.02% | 0.03% | 52 | -7,601 | -7.77% | Q1 2026 | May 15, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 89,462 | 10,690 | 0.45% | 0.36% | 53 | +22,567 | 33.73% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 86,709 | 10,361 | 0.0% | 0.0% | 54 | +58,336 | 205.6% | Q1 2026 | May 05, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Reduced | 84,207 | 10,062 | 0.04% | 0.09% | 55 | -92,109 | -52.24% | Q1 2026 | May 15, 2026 |
| AustralianSuper Pty Ltd | History | Reduced | 79,418 | 9,490 | 0.05% | 0.15% | 56 | -162,092 | -67.12% | Q1 2026 | May 07, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 77,353 | 9,254 | 0.0% | 0.0% | 57 | -9,456 | -10.89% | Q1 2026 | May 13, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 71,826 | 8,583 | 0.32% | 0.31% | 58 | -3,080 | -4.11% | Q1 2026 | Apr 23, 2026 |
| Waverly Advisors, LLC | History | Reduced | 70,531 | 8,428 | 0.06% | 0.08% | 59 | -2,296 | -3.15% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 70,129 | 8,380 | 0.01% | 0.01% | 60 | +1,975 | 2.9% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 68,322 | 8,164 | 0.0% | 0.0% | 61 | +1,712 | 2.57% | Q1 2026 | May 13, 2026 |
| OSTERWEIS CAPITAL MANAGEMENT INC | History | Added to | 68,090 | 8,136 | 0.42% | 0.33% | 62 | +10,580 | 18.4% | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 64,843 | 7,748 | 0.17% | 0.18% | 63 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 64,132 | 7,663 | 0.01% | 0.01% | 64 | -9,431 | -12.82% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 63,108 | 7,541 | 0.0% | 0.0% | 65 | +26,538 | 72.57% | Q1 2026 | May 15, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | Added to | 62,383 | 7,454 | 0.03% | 0.03% | 66 | +2,862 | 4.81% | Q1 2026 | May 08, 2026 |
| Legal & General Group Plc | History | Reduced | 61,821 | 7,387 | 0.0% | 0.0% | 67 | -6,835 | -9.96% | Q1 2026 | May 08, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 61,709 | 7,374 | 0.0% | 0.0% | 68 | -7,603 | -10.97% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 49,870 | 6,720 | 0.0% | 0.0% | 69 | -2,363 | -4.52% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 55,843 | 6,673 | 0.01% | 0.01% | 70 | +348 | 0.63% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 54,088 | 6,463 | 0.0% | 0.0% | 71 | +37,813 | 232.34% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Reduced | 52,500 | 6,273 | 0.0% | 0.0% | 72 | -400 | -0.76% | Q1 2026 | May 07, 2026 |
| Emerald Investment Advisers, LLC | History | New | 46,682 | 5,578 | 0.5% | — | 73 | +46,682 | New | Q1 2026 | May 11, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 46,551 | 5,562 | 0.02% | 0.01% | 74 | +27,420 | 143.33% | Q1 2026 | May 08, 2026 |
| FJ Capital Management LLC | History | Added to | 45,433 | 5,429 | 0.61% | 0.06% | 75 | +41,569 | 1075.8% | Q1 2026 | May 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 40,121 | 4,794 | 0.01% | 0.01% | 76 | -33,580 | -45.56% | Q1 2026 | May 13, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Reduced | 38,923 | 4,651 | 0.31% | 0.41% | 77 | -11,366 | -22.6% | Q1 2026 | Apr 30, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 38,040 | 4,545 | 0.0% | 0.0% | 78 | +5,587 | 17.22% | Q1 2026 | May 04, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 34,567 | 4,130 | 0.0% | 0.0% | 79 | +2,490 | 7.76% | Q1 2026 | May 06, 2026 |
| Engineers Gate Manager LP | History | New | 30,753 | 3,674 | 0.05% | — | 80 | +30,753 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 30,280 | 3,618 | 0.0% | 0.0% | 81 | +4,779 | 18.74% | Q1 2026 | May 15, 2026 |
| SCHOLTZ & COMPANY, LLC | History | Added to | 26,824 | 3,205 | 1.64% | 1.24% | 82 | +5,578 | 26.25% | Q1 2026 | May 15, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 25,613 | 3,061 | 0.01% | 0.01% | 83 | +2,814 | 12.34% | Q1 2026 | May 01, 2026 |
| TRILLIUM ASSET MANAGEMENT, LLC | History | Reduced | 23,183 | 3,024 | 0.1% | 0.11% | 84 | -2,016 | -8.0% | Q1 2026 | May 11, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 24,727 | 2,954 | 0.01% | 0.05% | 85 | -72,268 | -74.51% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 23,862 | 2,851 | 0.0% | — | 86 | +23,862 | New | Q1 2026 | May 08, 2026 |
| Alternative Investment Advisors, LLC. | History | Reduced | 23,753 | 2,838 | 1.24% | 1.39% | 87 | -232 | -0.97% | Q1 2026 | May 15, 2026 |
| Quantinno Capital Management LP | History | Added to | 23,327 | 2,787 | 0.0% | 0.0% | 88 | +14,458 | 163.02% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 23,218 | 2,775 | 0.0% | 0.0% | 89 | +2,500 | 12.07% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 22,584 | 2,698 | 0.0% | 0.0% | 90 | -2,220 | -8.95% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Reduced | 22,409 | 2,677 | 0.01% | 0.01% | 91 | -10,233 | -31.35% | Q1 2026 | May 11, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 22,108 | 2,641 | 0.0% | 0.0% | 92 | +20,208 | 1063.58% | Q1 2026 | May 12, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 21,833 | 2,610 | 0.0% | 0.01% | 93 | -646 | -2.87% | Q1 2026 | May 14, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 21,567 | 2,585 | 0.34% | 0.36% | 94 | +1,300 | 6.41% | Q1 2026 | Apr 27, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 21,464 | 2,565 | 0.01% | 0.01% | 95 | -865 | -3.87% | Q1 2026 | Apr 27, 2026 |
| South Dakota Investment Council | History | No change | 21,319 | 2,548 | 0.05% | 0.05% | 96 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 21,137 | 2,525 | 0.0% | 0.0% | 97 | -6,890 | -24.58% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 20,693 | 2,472 | 0.02% | 0.03% | 98 | -2,948 | -12.47% | Q1 2026 | May 08, 2026 |
| Conestoga Capital Advisors, LLC | History | No change | 20,635 | 2,465 | 0.05% | 0.05% | 99 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | History | Reduced | 20,220 | 2,416 | 0.0% | 0.0% | 100 | -6,268 | -23.66% | Q1 2026 | May 15, 2026 |
| OSSIAM | History | No change | 20,200 | 2,413 | 0.04% | 0.05% | 101 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 19,524 | 2,332 | 0.03% | 0.03% | 102 | -412 | -2.07% | Q1 2026 | Apr 20, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 19,461 | 2,325 | 0.0% | 0.0% | 103 | +4,861 | 33.29% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 19,146 | 2,287 | 0.0% | 0.0% | 104 | +4,925 | 34.63% | Q1 2026 | May 12, 2026 |
| Cetera Investment Advisers | History | Added to | 18,954 | 2,265 | 0.0% | 0.0% | 105 | +6,737 | 55.14% | Q1 2026 | May 13, 2026 |
| Riverwater Partners LLC | History | Added to | 18,903 | 2,258 | 0.75% | 0.94% | 106 | +853 | 4.73% | Q1 2026 | May 07, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 18,683 | 2,232 | 0.0% | 0.0% | 107 | +4,547 | 32.17% | Q1 2026 | May 12, 2026 |
| Creative Planning | History | Reduced | 18,666 | 2,230 | 0.0% | 0.0% | 108 | -433 | -2.27% | Q1 2026 | May 12, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 18,631 | 2,226 | 0.02% | 0.01% | 109 | +11,441 | 159.12% | Q1 2026 | Apr 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 18,222 | 2,177 | 0.01% | 0.01% | 110 | +1,582 | 9.51% | Q1 2026 | May 05, 2026 |
| Moran Wealth Management, LLC | History | Reduced | 17,693 | 2,114 | 0.06% | 0.08% | 111 | -660 | -3.6% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Added to | 17,230 | 2,058 | 0.02% | 0.0% | 112 | +16,406 | 1991.02% | Q1 2026 | May 14, 2026 |
| CONNORS INVESTOR SERVICES INC | History | New | 16,647 | 1,989 | 0.18% | — | 113 | +16,647 | New | Q1 2026 | May 15, 2026 |
| One Capital Management, LLC | History | Added to | 15,300 | 1,828 | 0.05% | 0.05% | 114 | +3,267 | 27.15% | Q1 2026 | May 12, 2026 |
| Future Fund LLC | History | Added to | 15,287 | 1,826 | 0.64% | 0.51% | 115 | +3,267 | 27.18% | Q1 2026 | May 06, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 15,236 | 1,820 | 0.0% | 0.0% | 116 | -21,046 | -58.01% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 14,346 | 1,714 | 0.01% | 0.01% | 117 | -283 | -1.93% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 13,945 | 1,666 | 0.02% | 0.03% | 118 | -1,267 | -8.33% | Q1 2026 | May 05, 2026 |
| MARTINGALE ASSET MANAGEMENT L P | History | Added to | 13,915 | 1,662 | 0.04% | 0.04% | 119 | +903 | 6.94% | Q1 2026 | May 13, 2026 |
| Squarepoint Ops LLC | History | New | 13,860 | 1,656 | 0.0% | — | 120 | +13,860 | New | Q1 2026 | May 15, 2026 |
| Allianz Asset Management GmbH | History | Reduced | 13,372 | 1,597 | 0.0% | 0.0% | 121 | -1,289 | -8.79% | Q1 2026 | May 11, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 12,860 | 1,536 | 0.0% | 0.0% | 122 | +9,800 | 320.26% | Q1 2026 | May 11, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 12,839 | 1,534 | 0.0% | 0.0% | 123 | +529 | 4.3% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 12,777 | 1,526 | 0.01% | 0.01% | 124 | -4,812 | -27.36% | Q1 2026 | May 11, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | New | 12,682 | 1,515 | 0.01% | — | 125 | +12,682 | New | Q1 2026 | Apr 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 12,382 | 1,479 | 0.0% | 0.0% | 126 | +147 | 1.2% | Q1 2026 | May 15, 2026 |
| Advisors Asset Management, Inc. | History | Reduced | 12,326 | 1,472 | 0.02% | 0.03% | 127 | -143 | -1.15% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | Reduced | 11,975 | 1,431 | 0.0% | 0.01% | 128 | -3,300 | -21.6% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 11,865 | 1,417 | 0.01% | 0.0% | 129 | +9,727 | 454.96% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 11,800 | 1,410 | 0.02% | 0.03% | 130 | -300 | -2.48% | Q1 2026 | Apr 20, 2026 |
| Jackson Creek Investment Advisors LLC | History | Reduced | 11,772 | 1,407 | 0.41% | 0.47% | 131 | -6 | -0.05% | Q1 2026 | May 05, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 11,760 | 1,405 | 0.0% | 0.0% | 132 | +2,248 | 23.63% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 11,736 | 1,402 | 0.0% | 0.0% | 133 | +979 | 9.1% | Q1 2026 | May 15, 2026 |
| LPL Financial LLC | History | Added to | 11,720 | 1,400 | 0.0% | 0.0% | 134 | +2,124 | 22.13% | Q1 2026 | May 06, 2026 |
| Corient Private Wealth LLC | History | New | 11,702 | 1,398 | 0.0% | — | 135 | +11,702 | New | Q1 2026 | May 15, 2026 |
| DC Investments Management, LLC | History | New | 11,507 | 1,375 | 0.53% | — | 136 | +11,507 | New | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 11,174 | 1,335 | 0.0% | 0.0% | 137 | +2,000 | 21.8% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 11,059 | 1,321 | 0.0% | — | 138 | +11,059 | New | Q1 2026 | May 08, 2026 |
| HUSSMAN STRATEGIC ADVISORS, INC. | History | Reduced | 10,500 | 1,254 | 0.27% | 0.68% | 139 | -10,500 | -50.0% | Q1 2026 | May 11, 2026 |
| Wakefield Asset Management LLLP | History | New | 10,072 | 1,203 | 0.32% | — | 140 | +10,072 | New | Q1 2026 | May 12, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 9,428 | 1,126 | 0.0% | 0.0% | 141 | -1,347 | -12.5% | Q1 2026 | Apr 27, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 9,175 | 1,096 | 0.0% | 0.0% | 142 | +534 | 6.18% | Q1 2026 | May 14, 2026 |
| STRS OHIO | History | Added to | 8,900 | 1,063 | 0.0% | 0.0% | 143 | +200 | 2.3% | Q1 2026 | Apr 24, 2026 |
| Diversified Trust Co | History | Added to | 8,887 | 1,061 | 0.02% | 0.02% | 144 | +1,156 | 14.95% | Q1 2026 | Apr 16, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | New | 8,500 | 1,054 | 0.02% | — | 145 | +8,500 | New | Q1 2026 | May 01, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 8,571 | 1,030 | 0.0% | 0.0% | 146 | -59 | -0.68% | Q1 2026 | Apr 30, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 8,506 | 1,016 | 0.0% | 0.0% | 147 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| COMERICA BANK | History | No change | 7,145 | 962 | 0.0% | 0.0% | 148 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 7,648 | 914 | 0.01% | 0.06% | 149 | -22,640 | -74.75% | Q1 2026 | May 14, 2026 |
| AMALGAMATED BANK | History | Reduced | 7,627 | 911 | 0.01% | 0.01% | 150 | -72 | -0.94% | Q1 2026 | May 08, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 7,483 | 894 | 0.0% | 0.01% | 151 | -8,276 | -52.52% | Q1 2026 | Apr 30, 2026 |
| SG Americas Securities, LLC | History | Reduced | 7,450 | 890 | 0.0% | 0.0% | 152 | -5,040 | -40.35% | Q1 2026 | Apr 16, 2026 |
| Arizona State Retirement System | History | Reduced | 7,280 | 869 | 0.01% | 0.01% | 153 | -209 | -2.79% | Q1 2026 | May 01, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 7,126 | 851 | 0.0% | 0.0% | 154 | +6,980 | 4780.82% | Q1 2026 | May 01, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,067 | 844 | 0.01% | 0.01% | 155 | -71 | -0.99% | Q1 2026 | Apr 24, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 6,989 | 835 | 0.01% | 0.01% | 156 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Atom Investors LP | History | New | 6,944 | 829 | 0.06% | — | 157 | +6,944 | New | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 6,942 | 829 | 0.01% | — | 158 | +6,942 | New | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 6,914 | 826 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,878 | 821 | 0.0% | — | 160 | +6,878 | New | Q1 2026 | May 08, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 6,695 | 800 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 6,660 | 795 | 0.0% | 0.0% | 162 | -2,788 | -29.51% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,554 | 783 | 0.0% | 0.0% | 163 | -7 | -0.11% | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | Added to | 6,389 | 763 | 0.0% | 0.0% | 164 | +1,652 | 34.87% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 6,283 | 750 | 0.0% | 0.0% | 165 | +1,625 | 34.89% | Q1 2026 | May 15, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 6,105 | 729 | 0.01% | 0.01% | 166 | +60 | 0.99% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 5,900 | 705 | 0.0% | 0.0% | 167 | +200 | 3.51% | Q1 2026 | Apr 29, 2026 |
| US BANCORP \DE\ | History | Added to | 5,664 | 676 | 0.0% | 0.0% | 168 | +744 | 15.12% | Q1 2026 | May 14, 2026 |
| Catalyst Capital Advisors LLC | History | New | 5,650 | 675 | 0.01% | — | 169 | +5,650 | New | Q1 2026 | May 06, 2026 |
| FMR LLC | History | Reduced | 5,610 | 670 | 0.0% | 0.0% | 170 | -12,256 | -68.6% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 5,595 | 668 | 0.0% | 0.0% | 171 | -12,018 | -68.23% | Q1 2026 | May 05, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | New | 5,561 | 665 | 0.12% | — | 172 | +5,561 | New | Q1 2026 | May 12, 2026 |
| CITIGROUP INC | History | Reduced | 5,310 | 634 | 0.0% | 0.0% | 173 | -2,265 | -29.9% | Q1 2026 | May 11, 2026 |
| Keebeck Wealth Management | History | Added to | 5,250 | 627 | 0.07% | 0.07% | 174 | +499 | 10.5% | Q1 2026 | May 14, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 5,244 | 626 | 0.0% | 0.0% | 175 | +4,749 | 959.39% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 5,165 | 617 | 0.0% | 0.0% | 176 | -464 | -8.24% | Q1 2026 | May 08, 2026 |
| Crestwood Advisors Group, LLC | History | Reduced | 4,932 | 589 | 0.01% | 0.02% | 177 | -4,246 | -46.26% | Q1 2026 | May 05, 2026 |
| F/m Investments LLC | History | Reduced | 4,819 | 575 | 0.04% | 0.25% | 178 | -44,846 | -90.3% | Q1 2026 | May 11, 2026 |
| Vident Advisory, LLC | History | New | 4,658 | 556 | 0.0% | — | 179 | +4,658 | New | Q1 2026 | May 14, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 4,734 | 553 | 0.0% | 0.0% | 180 | +4,062 | 604.46% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 4,468 | 533 | 0.02% | 0.02% | 181 | +4 | 0.09% | Q1 2026 | May 13, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 4,438 | 530 | 0.0% | 0.01% | 182 | -3,542 | -44.39% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Reduced | 4,424 | 528 | 0.0% | 0.0% | 183 | -16 | -0.36% | Q1 2026 | Apr 22, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Reduced | 4,327 | 517 | 0.06% | 0.06% | 184 | -12 | -0.28% | Q1 2026 | Apr 16, 2026 |
| ALPS ADVISORS INC | History | Added to | 4,121 | 492 | 0.0% | 0.0% | 185 | +179 | 4.54% | Q1 2026 | May 08, 2026 |
| ProShare Advisors LLC | History | Reduced | 4,105 | 490 | 0.0% | 0.0% | 186 | -1,025 | -19.98% | Q1 2026 | Apr 24, 2026 |
| Ameritas Advisory Services, LLC | History | Added to | 3,972 | 474 | 0.02% | 0.02% | 187 | +685 | 20.84% | Q1 2026 | May 12, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 3,896 | 465 | 0.0% | 0.0% | 188 | -531 | -11.99% | Q1 2026 | May 04, 2026 |
| Maryland State Retirement & Pension System | History | No change | 3,874 | 462 | 0.01% | 0.01% | 189 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| AVIVA PLC | History | New | 3,672 | 438 | 0.0% | — | 190 | +3,672 | New | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 3,631 | 434 | 0.0% | 0.0% | 191 | +619 | 20.55% | Q1 2026 | May 15, 2026 |
| Brooklyn Investment Group | History | New | 3,242 | 387 | 0.01% | — | 192 | +3,242 | New | Q1 2026 | Apr 29, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 3,169 | 378 | 0.0% | 0.0% | 193 | +542 | 20.63% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 3,150 | 376 | 0.0% | 0.01% | 194 | -265 | -7.76% | Q1 2026 | May 05, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 3,033 | 362 | 0.0% | 0.0% | 195 | +4 | 0.13% | Q1 2026 | May 07, 2026 |
| Abacus Wealth Partners, LLC | History | Added to | 3,029 | 361 | 0.03% | 0.04% | 196 | +126 | 4.34% | Q1 2026 | Apr 24, 2026 |
| Janney Montgomery Scott LLC | History | New | 3,003 | 359 | 0.0% | — | 197 | +3,003 | New | Q1 2026 | Apr 22, 2026 |
| BCS Private Wealth Management, Inc. | History | New | 2,870 | 342 | 0.1% | — | 198 | +2,870 | New | Q1 2026 | Apr 21, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,837 | 339 | 0.0% | 0.0% | 199 | -24,952 | -89.79% | Q1 2026 | May 08, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 2,817 | 336 | 0.0% | 0.0% | 200 | -5,273 | -65.18% | Q1 2026 | May 13, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 2,500 | 336 | 0.0% | 0.0% | 201 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 2,790 | 333 | 0.0% | 0.0% | 202 | +813 | 41.12% | Q1 2026 | May 13, 2026 |
| Janney Capital Management LLC | History | No change | 2,442 | 329 | 0.02% | 0.02% | 203 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Gallacher Capital Management LLC | History | Reduced | 2,752 | 328 | 0.13% | 0.23% | 204 | -1,723 | -38.5% | Q1 2026 | May 05, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 2,646 | 316 | 0.01% | 0.0% | 205 | +1,334 | 101.68% | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Reduced | 2,595 | 310 | 0.0% | 0.02% | 206 | -71,045 | -96.48% | Q1 2026 | May 15, 2026 |
| Premier Fund Managers Ltd | History | Reduced | 2,568 | 307 | 0.02% | 0.04% | 207 | -1,995 | -43.72% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 2,485 | 296 | 0.0% | 0.0% | 208 | +399 | 19.13% | Q1 2026 | May 13, 2026 |
| Hillsdale Investment Management Inc. | History | Added to | 2,460 | 293 | 0.01% | 0.0% | 209 | +2,410 | 4820.0% | Q1 2026 | May 04, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,363 | 282 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| KICKSTAND VENTURES, LLC. | History | No change | 2,335 | 279 | 0.06% | 0.07% | 211 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| NAVELLIER & ASSOCIATES INC | History | Reduced | 2,316 | 276 | 0.03% | 0.06% | 212 | -1,938 | -45.56% | Q1 2026 | May 07, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 2,299 | 274 | 0.0% | 0.0% | 213 | +704 | 44.14% | Q1 2026 | May 15, 2026 |
| CIBC Asset Management Inc | History | No change | 2,201 | 263 | 0.0% | 0.0% | 214 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,204 | 263 | 0.01% | 0.01% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Arcus Capital Partners, LLC | History | Added to | 2,100 | 250 | 0.09% | 0.08% | 216 | +549 | 35.4% | Q1 2026 | May 06, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Reduced | 2,065 | 246 | 0.01% | 0.01% | 217 | -138 | -6.26% | Q1 2026 | May 14, 2026 |
| MINDSET WEALTH MANAGEMENT, LLC | History | Added to | 2,066 | 246 | 0.07% | 0.07% | 218 | +17 | 0.83% | Q1 2026 | Apr 22, 2026 |
| Massar Capital Management, LP | History | New | 2,049 | 244 | 0.03% | — | 220 | +2,049 | New | Q1 2026 | May 15, 2026 |
| Neuberger Berman Group LLC | History | Added to | 2,046 | 244 | 0.0% | 0.0% | 219 | +320 | 18.54% | Q1 2026 | May 14, 2026 |
| Beacon Pointe Advisors, LLC | History | New | 2,041 | 243 | 0.0% | — | 221 | +2,041 | New | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 2,002 | 239 | 0.0% | 0.0% | 223 | -7,254 | -78.37% | Q1 2026 | Apr 21, 2026 |
| Outlook Wealth Advisors, LLC | History | Added to | 2,001 | 239 | 0.06% | 0.06% | 224 | +14 | 0.7% | Q1 2026 | Apr 17, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 2,000 | 239 | 0.2% | 0.22% | 222 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Systematic Alpha Investments, LLC | History | No change | 2,000 | 239 | 0.01% | 0.01% | 225 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| SkyOak Wealth, LLC | History | New | 1,991 | 237 | 0.04% | — | 227 | +1,991 | New | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Reduced | 1,990 | 237 | 0.0% | 0.0% | 226 | -1,086 | -35.31% | Q1 2026 | May 13, 2026 |
| CIBC WORLD MARKETS CORP | History | No change | 1,745 | 235 | 0.0% | 0.0% | 228 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | New | 1,963 | 234 | 0.0% | — | 231 | +1,963 | New | Q1 2026 | May 14, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 1,962 | 234 | 0.0% | 0.0% | 229 | -1,068 | -35.25% | Q1 2026 | Apr 27, 2026 |
| Vestcor Inc | History | Added to | 1,959 | 234 | 0.01% | 0.0% | 230 | +1,016 | 107.74% | Q1 2026 | May 12, 2026 |
| GLOBEFLEX CAPITAL L P | History | New | 1,909 | 228 | 0.03% | — | 232 | +1,909 | New | Q1 2026 | May 13, 2026 |
| AlphaQuest LLC | History | No change | 1,684 | 226 | 0.01% | 0.01% | 233 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Aquatic Capital Management LLC | History | Added to | 1,885 | 225 | 0.01% | 0.0% | 234 | +962 | 104.23% | Q1 2026 | May 15, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Reduced | 1,854 | 221 | 0.01% | 0.01% | 235 | -90 | -4.63% | Q1 2026 | Apr 15, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 1,831 | 218 | 0.0% | 0.0% | 237 | +2 | 0.11% | Q1 2026 | May 11, 2026 |
| PVG ASSET MANAGEMENT CORP | History | No change | 1,620 | 218 | 0.46% | 0.46% | 236 | 0 | 0.0% | Q4 2025 | Jan 30, 2026 |
| HARBOR INVESTMENT ADVISORY, LLC | History | New | 1,817 | 217 | 0.02% | — | 239 | +1,817 | New | Q1 2026 | Apr 23, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 1,816 | 217 | 0.0% | 0.0% | 238 | +226 | 14.21% | Q1 2026 | May 13, 2026 |
| Significant Wealth Partners LLC | History | Added to | 1,757 | 209 | 0.26% | 0.26% | 240 | +41 | 2.39% | Q1 2026 | Apr 08, 2026 |
| Yarbrough Capital, LLC | History | Reduced | 1,693 | 202 | 0.01% | 0.02% | 241 | -3,658 | -68.36% | Q1 2026 | Apr 13, 2026 |
| CWM, LLC | History | Added to | 1,463 | 174 | 0.0% | 0.0% | 242 | +19 | 1.32% | Q1 2026 | May 14, 2026 |
| Caitlin John, LLC | History | Reduced | 1,358 | 162 | 0.1% | 0.17% | 243 | -561 | -29.23% | Q1 2026 | May 13, 2026 |
| GAMMA Investing LLC | History | Reduced | 1,199 | 143 | 0.01% | 0.01% | 244 | -17 | -1.4% | Q1 2026 | Apr 06, 2026 |
| Avanza Fonder AB | History | No change | 1,197 | 143 | 0.0% | 0.0% | 245 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Covestor Ltd | History | Reduced | 1,135 | 136 | 0.09% | 0.09% | 246 | -119 | -9.49% | Q1 2026 | May 05, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 1,126 | 134 | 0.01% | 0.01% | 247 | -16 | -1.4% | Q1 2026 | May 11, 2026 |
| KBC Group NV | History | Added to | 1,017 | 122 | 0.0% | 0.0% | 248 | +280 | 37.99% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 859 | 115 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | New | 902 | 107 | 0.0% | — | 250 | +902 | New | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 800 | 95 | 0.0% | 0.0% | 251 | -1,102 | -57.94% | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 769 | 91 | 0.0% | 0.0% | 252 | +590 | 329.61% | Q1 2026 | May 08, 2026 |
| IFP Advisors, Inc | History | Added to | 751 | 89 | 0.0% | 0.0% | 253 | +87 | 13.1% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Reduced | 706 | 84 | 0.0% | 0.0% | 254 | -43 | -5.74% | Q1 2026 | May 07, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 709 | 82 | 0.01% | 0.01% | 255 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 522 | 62 | 0.01% | 0.01% | 256 | +25 | 5.03% | Q1 2026 | May 11, 2026 |
| Kemnay Advisory Services Inc. | History | New | 509 | 60 | 0.01% | — | 257 | +509 | New | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | Added to | 499 | 59 | 0.0% | 0.0% | 258 | +33 | 7.08% | Q1 2026 | Apr 07, 2026 |
| Advisory Services Network, LLC | History | New | 479 | 57 | 0.0% | — | 259 | +479 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 444 | 53 | 0.0% | 0.0% | 260 | +13 | 3.02% | Q1 2026 | Apr 30, 2026 |
| Parallel Advisors, LLC | History | Added to | 443 | 52 | 0.0% | 0.0% | 261 | +383 | 638.33% | Q1 2026 | Jun 02, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 411 | 47 | 0.0% | 0.0% | 262 | -79 | -16.12% | Q1 2026 | Apr 07, 2026 |
| Frazier Financial Advisors, LLC | History | No change | 400 | 47 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| RICHARDSON FINANCIAL SERVICES INC. | History | Added to | 376 | 44 | 0.03% | 0.01% | 264 | +90 | 31.47% | Q1 2026 | May 01, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 355 | 42 | 0.0% | 0.0% | 265 | +61 | 20.75% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | Added to | 332 | 39 | 0.01% | 0.0% | 266 | +308 | 1283.33% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 293 | 35 | 0.0% | 0.0% | 267 | -379 | -56.4% | Q1 2026 | May 15, 2026 |
| Opal Wealth Advisors, LLC | History | New | 266 | 31 | 0.01% | — | 268 | +266 | New | Q1 2026 | Apr 14, 2026 |
| UNIVERSITY OF TEXAS/TEXAS AM INVESTMENT MANAGEMENT CO | History | New | 259 | 30 | 0.0% | — | 269 | +259 | New | Q1 2026 | May 07, 2026 |
| Geneos Wealth Management Inc. | History | No change | 240 | 28 | 0.0% | 0.0% | 270 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 210 | 25 | 0.0% | 0.0% | 271 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 186 | 22 | 0.0% | 0.0% | 272 | +2 | 1.09% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 175 | 20 | 0.0% | 0.0% | 274 | +5 | 2.94% | Q1 2026 | Apr 27, 2026 |
| Sterling Capital Management LLC | History | No change | 171 | 20 | 0.0% | 0.0% | 273 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| UMB Bank, n.a. | History | Added to | 161 | 19 | 0.0% | 0.0% | 275 | +5 | 3.21% | Q1 2026 | May 11, 2026 |
| ATWOOD & PALMER INC | History | No change | 150 | 17 | 0.0% | 0.0% | 276 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 141 | 16 | 0.0% | 0.0% | 277 | +27 | 23.68% | Q1 2026 | May 15, 2026 |
| SUMMIT SECURITIES GROUP LLC | History | New | 133 | 15 | 0.0% | — | 279 | +133 | New | Q1 2026 | Apr 30, 2026 |
| ASSETMARK, INC | History | Added to | 132 | 15 | 0.0% | 0.0% | 278 | +78 | 144.44% | Q1 2026 | May 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 113 | 14 | 0.0% | 0.23% | 280 | -21,439 | -99.48% | Q1 2026 | Apr 28, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 121 | 14 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CHILTON CAPITAL MANAGEMENT LLC | History | New | 110 | 13 | 0.0% | — | 282 | +110 | New | Q1 2026 | May 11, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 95 | 11 | 0.0% | — | 287 | +95 | New | Q1 2026 | May 08, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 92 | 11 | 0.0% | 0.0% | 283 | +35 | 61.4% | Q1 2026 | May 01, 2026 |
| Arax Advisory Partners | History | Added to | 94 | 11 | 0.0% | 0.0% | 286 | +26 | 38.24% | Q1 2026 | May 13, 2026 |
| HOLLENCREST CAPITAL MANAGEMENT | History | Added to | 93 | 11 | 0.0% | 0.0% | 284 | +23 | 32.86% | Q1 2026 | May 07, 2026 |
| Leonteq Securities AG | History | No change | 100 | 11 | 0.0% | 0.0% | 285 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| PRIVATE TRUST CO NA | History | No change | 81 | 9 | 0.0% | 0.0% | 288 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Versant Capital Management, Inc | History | Added to | 67 | 8 | 0.0% | 0.0% | 289 | +37 | 123.33% | Q1 2026 | Apr 06, 2026 |
| Root Financial Partners, LLC | History | Added to | 70 | 8 | 0.0% | 0.0% | 291 | +7 | 11.11% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | No change | 68 | 8 | 0.0% | 0.0% | 290 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 61 | 7 | 0.0% | 0.0% | 293 | -30 | -32.97% | Q1 2026 | Apr 13, 2026 |
| Wilmington Savings Fund Society, FSB | History | No change | 60 | 7 | 0.0% | 0.0% | 292 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Allworth Financial LP | History | Reduced | 54 | 6 | 0.0% | 0.0% | 295 | -2 | -3.57% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 294 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| SageView Advisory Group, LLC | History | No change | 45 | 6 | 0.0% | 0.0% | 296 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Accent Capital Management, LLC | History | No change | 54 | 6 | 0.0% | 0.0% | 297 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| LRI Investments, LLC | History | No change | 54 | 6 | 0.0% | 0.0% | 298 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| MATHER GROUP, LLC. | History | New | 45 | 5 | 0.0% | — | 302 | +45 | New | Q1 2026 | Apr 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | New | 42 | 5 | 0.0% | — | 303 | +42 | New | Q1 2026 | May 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 48 | 5 | 0.0% | 0.0% | 301 | +37 | 336.36% | Q1 2026 | May 15, 2026 |
| Bare Financial Services, Inc | History | Reduced | 48 | 5 | 0.0% | 0.0% | 300 | -6 | -11.11% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Reduced | 42 | 5 | 0.0% | 0.0% | 299 | -1 | -2.33% | Q1 2026 | May 07, 2026 |
| JPL Wealth Management, LLC | History | New | 40 | 4 | 0.0% | — | 307 | +40 | New | Q1 2026 | May 08, 2026 |
| AdvisorNet Financial, Inc | History | No change | 35 | 4 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Parkside Financial Bank & Trust | History | No change | 39 | 4 | 0.0% | 0.0% | 305 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Harvest Fund Management Co., Ltd | History | No change | 32 | 4 | 0.0% | 0.0% | 306 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Kingdom Financial Group LLC. | History | Reduced | 29 | 3 | 0.0% | 0.0% | 311 | -44 | -60.27% | Q1 2026 | May 13, 2026 |
| Lloyd Advisory Services, LLC. | History | New | 29 | 3 | 0.0% | — | 312 | +29 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 30 | 3 | 0.0% | 0.0% | 309 | +21 | 233.33% | Q1 2026 | May 15, 2026 |
| Larson Financial Group LLC | History | Added to | 32 | 3 | 0.0% | 0.0% | 310 | +15 | 88.24% | Q1 2026 | May 15, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 30 | 3 | 0.0% | 0.0% | 308 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Quarry LP | History | Reduced | 17 | 2 | 0.0% | 0.0% | 315 | -60 | -77.92% | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 18 | 2 | 0.0% | — | 317 | +18 | New | Q1 2026 | Apr 29, 2026 |
| Westfuller Advisors, LLC | History | Reduced | 17 | 2 | 0.0% | 0.0% | 316 | -5 | -22.73% | Q1 2026 | Apr 28, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 20 | 2 | 0.0% | 0.0% | 313 | +2 | 11.11% | Q1 2026 | Apr 20, 2026 |
| Bogart Wealth, LLC | History | No change | 20 | 2 | 0.0% | 0.0% | 314 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| BROWN, LISLE/CUMMINGS, INC. | History | New | 13 | 1 | 0.0% | — | 324 | +13 | New | Q1 2026 | Apr 17, 2026 |
| MCF Advisors LLC | History | New | 12 | 1 | 0.0% | — | 326 | +12 | New | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | New | 9 | 1 | 0.0% | — | 325 | +9 | New | Q1 2026 | Apr 17, 2026 |
| Golden State Wealth Management, LLC | History | Reduced | 13 | 1 | 0.0% | 0.0% | 319 | -7 | -35.0% | Q1 2026 | Apr 28, 2026 |
| Fortitude Family Office, LLC | History | Added to | 12 | 1 | 0.0% | 0.0% | 321 | +2 | 20.0% | Q1 2026 | Apr 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 15 | 1 | 0.0% | 0.0% | 318 | -1 | -6.25% | Q1 2026 | Apr 23, 2026 |
| Essential Partners LLC | History | Added to | 12 | 1 | 0.0% | 0.0% | 323 | +1 | 9.09% | Q1 2026 | May 21, 2026 |
| High Note Wealth, LLC | History | No change | 16 | 1 | 0.0% | 0.0% | 320 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 10 | 1 | 0.0% | 0.0% | 322 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Robeco Schweiz AG | History | Closed out | 0 | 0 | — | 0.1% | — | -32,500 | -100.0% | Q1 2026 | May 07, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.03% | — | -26,098 | -100.0% | Q1 2026 | May 15, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -17,396 | -100.0% | Q1 2026 | May 04, 2026 |
| Aubrey Capital Management Ltd | History | Closed out | 0 | 0 | — | 0.91% | — | -17,200 | -100.0% | Q1 2026 | May 05, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -11,135 | -100.0% | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | Closed out | 0 | 0 | — | 0.3% | — | -10,527 | -100.0% | Q1 2026 | May 13, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -8,754 | -100.0% | Q1 2026 | May 01, 2026 |
| MACKENZIE FINANCIAL CORP | History | Closed out | 0 | 0 | — | 0.0% | — | -6,341 | -100.0% | Q1 2026 | May 13, 2026 |
| Bridgewater Associates, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -5,661 | -100.0% | Q1 2026 | May 15, 2026 |
| Laurion Capital Management LP | History | Closed out | 0 | 0 | — | 0.03% | — | -5,428 | -100.0% | Q1 2026 | May 14, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.03% | — | -4,651 | -100.0% | Q1 2026 | May 15, 2026 |
| Summit Global Investments | History | Closed out | 0 | 0 | — | 0.04% | — | -4,646 | -100.0% | Q1 2026 | May 07, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,588 | -100.0% | Q1 2026 | May 13, 2026 |
| AIA Group Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -4,532 | -100.0% | Q1 2026 | May 06, 2026 |
| VARCOV Co. | History | Closed out | 0 | 0 | — | 0.22% | — | -4,128 | -100.0% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Closed out | 0 | 0 | — | 0.04% | — | -3,147 | -100.0% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,546 | -100.0% | Q1 2026 | Apr 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,383 | -100.0% | Q1 2026 | Apr 23, 2026 |
| &PARTNERS | History | Closed out | 0 | 0 | — | 0.0% | — | -2,350 | -100.0% | Q1 2026 | May 15, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.05% | — | -2,197 | -100.0% | Q1 2026 | May 12, 2026 |
| ARMISTICE CAPITAL, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,192 | -100.0% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -2,115 | -100.0% | Q1 2026 | May 15, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -1,922 | -100.0% | Q1 2026 | Apr 30, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -1,779 | -100.0% | Q1 2026 | May 07, 2026 |
| Jain Global LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,771 | -100.0% | Q1 2026 | May 15, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,622 | -100.0% | Q1 2026 | May 13, 2026 |
| AlphaCore Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,526 | -100.0% | Q1 2026 | May 15, 2026 |
| Jump Financial, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,490 | -100.0% | Q1 2026 | May 14, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,401 | -100.0% | Q1 2026 | May 06, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Closed out | 0 | 0 | — | 0.0% | — | -749 | -100.0% | Q1 2026 | May 14, 2026 |
| Measured Wealth Private Client Group, LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -746 | -100.0% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -291 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -247 | -100.0% | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -188 | -100.0% | Q1 2026 | May 14, 2026 |
| TCTC Holdings, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -176 | -100.0% | Q1 2026 | May 07, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -63 | -100.0% | Q1 2026 | May 13, 2026 |
| Vermillion & White Wealth Management Group, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -28 | -100.0% | Q1 2026 | May 15, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -19 | -100.0% | Q1 2026 | Apr 28, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | May 08, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -16 | -100.0% | Q1 2026 | Jun 02, 2026 |
| SouthState Bank Corp | History | Closed out | 0 | 0 | — | 0.0% | — | -14 | -100.0% | Q1 2026 | May 05, 2026 |
| Sound Income Strategies, LLC | History | Reduced | 5 | 0 | — | 0.0% | — | -8 | -61.54% | Q1 2026 | Apr 27, 2026 |
| Bayforest Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -8 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Cornerstone Financial Management LLC | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 08, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q1 2026 | Apr 24, 2026 |
| Hughes Financial Services, LLC | History | Added to | 7 | 0 | — | — | — | +4 | 133.33% | Q1 2026 | Apr 29, 2026 |
| Bay Harbor Wealth Management, LLC | History | Added to | 3 | 0 | — | — | — | +2 | 200.0% | Q1 2026 | Apr 14, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 8 | 0 | — | — | — | +2 | 33.33% | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | Added to | 4 | 0 | — | — | — | +2 | 100.0% | Q1 2026 | Apr 21, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | Apr 17, 2026 |
| TD Capital Management LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 11, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q1 2026 | Apr 23, 2026 |
| Rialto Wealth Management, LLC | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 21, 2026 |
| Stone House Investment Management, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 22, 2026 |
| CURIO WEALTH, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 11, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Trust Co | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TFC Financial Management, Inc. | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| DecisionPoint Financial, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Abound Wealth Management | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| True Wealth Design, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| Private Wealth Management Group, LLC | History | No change | 7 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Ankerstar Wealth, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WPG Advisers, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |