Porch Group, Inc. - PRCH
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.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Granahan Investment Management, LLC | History | Added to | 12,674,987 | 90,879 | 4.4% | 4.53% | 1 | +1,084,559 | 9.36% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 7,314,207 | 66,778 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| BlackRock, Inc. | History | Added to | 7,935,574 | 56,898 | 0.0% | 0.0% | 3 | +383,660 | 5.08% | Q1 2026 | May 13, 2026 |
| Park West Asset Management LLC | History | Added to | 5,097,192 | 36,546 | 3.1% | 3.83% | 4 | +47,192 | 0.93% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 4,361,800 | 31,274 | 0.02% | 0.01% | 5 | +1,592,511 | 57.51% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 4,346,800 | 31,166 | 0.0% | — | 6 | +4,346,800 | New | Q1 2026 | May 15, 2026 |
| GILDER GAGNON HOWE & CO LLC | History | Reduced | 4,174,917 | 29,934 | 0.36% | 0.42% | 7 | -172,456 | -3.97% | Q1 2026 | May 15, 2026 |
| GC Wealth Management RIA, LLC | History | New | 4,076,745 | 29,230 | 1.21% | — | 8 | +4,076,745 | New | Q1 2026 | May 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 3,383,858 | 24,262 | 0.0% | 0.0% | 9 | +2,687,556 | 385.98% | Q1 2026 | May 15, 2026 |
| Jefferies Financial Group Inc. | History | Added to | 2,456,255 | 17,611 | 0.12% | 0.0% | 10 | +2,422,215 | 7115.79% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Added to | 2,308,978 | 16,555 | 0.0% | 0.0% | 11 | +88,087 | 3.97% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Reduced | 2,273,994 | 16,308 | 0.0% | 0.0% | 12 | -20,484 | -0.89% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 2,166,854 | 15,536 | 0.0% | — | 13 | +2,166,854 | New | Q1 2026 | May 08, 2026 |
| Portolan Capital Management, LLC | History | Added to | 2,144,890 | 15,378 | 0.82% | 1.02% | 14 | +61,835 | 2.97% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,540,082 | 11,040 | 0.0% | 0.0% | 15 | +455,817 | 42.04% | Q1 2026 | May 07, 2026 |
| HENNESSY ADVISORS INC | History | Reduced | 1,398,100 | 10,024 | 0.36% | 0.47% | 16 | -48,400 | -3.35% | Q1 2026 | Apr 21, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 1,226,911 | 8,796 | 0.0% | 0.0% | 17 | -19,297 | -1.55% | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 1,040,684 | 7,461 | 0.0% | 0.0% | 18 | +504,732 | 94.17% | Q1 2026 | May 05, 2026 |
| Parallax Volatility Advisers, L.P. | History | Added to | 887,500 | 6,363 | 0.02% | 0.01% | 19 | +55,000 | 6.61% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 876,701 | 6,285 | 0.0% | 0.0% | 20 | +29,724 | 3.51% | Q1 2026 | May 14, 2026 |
| Zweig-DiMenna Associates LLC | History | Reduced | 839,500 | 6,019 | 0.83% | 0.75% | 21 | -489,700 | -36.84% | Q1 2026 | May 05, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Reduced | 760,624 | 5,453 | 0.04% | 0.15% | 22 | -1,708,592 | -69.2% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 741,531 | 5,316 | 0.0% | 0.0% | 23 | +559,571 | 307.52% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 722,613 | 5,181 | 0.0% | 0.0% | 24 | -73,985 | -9.29% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Reduced | 709,793 | 5,089 | 0.0% | 0.0% | 25 | -237,761 | -25.09% | Q1 2026 | May 15, 2026 |
| AYAL Capital Advisors Ltd | History | Added to | 706,662 | 5,066 | 1.37% | 1.77% | 26 | +150,120 | 26.97% | Q1 2026 | May 15, 2026 |
| ASHFORD CAPITAL MANAGEMENT INC | History | Added to | 696,180 | 4,991 | 0.62% | 0.41% | 27 | +291,510 | 72.04% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 677,912 | 4,860 | 0.0% | — | 28 | +677,912 | New | Q1 2026 | May 08, 2026 |
| Invesco Ltd. | History | Reduced | 672,991 | 4,825 | 0.0% | 0.0% | 29 | -1,804,804 | -72.84% | Q1 2026 | May 12, 2026 |
| THOMPSON SIEGEL & WALMSLEY LLC | History | Added to | 658,692 | 4,723 | 0.08% | 0.1% | 30 | +14,029 | 2.18% | Q1 2026 | May 11, 2026 |
| MOODY NATIONAL BANK TRUST DIVISION | History | Added to | 657,152 | 4,711 | 0.45% | 0.52% | 31 | +63,322 | 10.66% | Q1 2026 | Apr 09, 2026 |
| Beartown Capital Management, LLC | History | Added to | 650,000 | 4,660 | 2.23% | 2.97% | 32 | +200,000 | 44.44% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 593,593 | 4,256 | 0.0% | 0.01% | 33 | -470,688 | -44.23% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 613,705 | 4,234 | 0.0% | 0.0% | 34 | -252,055 | -29.11% | Q1 2026 | May 13, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 541,742 | 3,884 | 0.0% | 0.0% | 35 | -65,846 | -10.84% | Q1 2026 | May 11, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 507,448 | 3,638 | 0.29% | 0.28% | 36 | +119,149 | 30.68% | Q1 2026 | Apr 28, 2026 |
| ArrowMark Colorado Holdings LLC | History | New | 457,777 | 3,282 | 0.09% | — | 37 | +457,777 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 380,320 | 2,726 | 0.0% | 0.0% | 38 | -275,087 | -41.97% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 374,480 | 2,685 | 0.0% | 0.0% | 39 | +3,374 | 0.91% | Q1 2026 | May 13, 2026 |
| Trexquant Investment LP | History | Added to | 371,432 | 2,663 | 0.02% | 0.02% | 40 | +92,041 | 32.94% | Q1 2026 | May 15, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 365,016 | 2,617 | 0.01% | 0.01% | 41 | +3,884 | 1.08% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 364,015 | 2,609 | 0.0% | 0.0% | 42 | +94,033 | 34.83% | Q1 2026 | May 15, 2026 |
| G2 Investment Partners Management LLC | History | Reduced | 360,255 | 2,583 | 0.64% | 1.95% | 43 | -538,745 | -59.93% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 355,790 | 2,551 | 0.01% | 0.01% | 44 | +91,445 | 34.59% | Q1 2026 | May 14, 2026 |
| GLOBEFLEX CAPITAL L P | History | New | 342,376 | 2,454 | 0.37% | — | 45 | +342,376 | New | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 312,397 | 2,239 | 0.0% | 0.0% | 46 | -4,629 | -1.46% | Q1 2026 | May 05, 2026 |
| K2 PRINCIPAL FUND, L.P. | History | Added to | 291,564 | 2,090 | 0.15% | 0.13% | 47 | +121,564 | 71.51% | Q1 2026 | May 14, 2026 |
| Schneider Downs Wealth Management Advisors, LP | History | Reduced | 274,216 | 1,966 | 0.22% | 0.28% | 48 | -600 | -0.22% | Q1 2026 | May 14, 2026 |
| Pembroke Management, LTD | History | New | 271,104 | 1,943 | 0.28% | — | 49 | +271,104 | New | Q1 2026 | May 13, 2026 |
| Panoramic Capital, LLC | History | New | 269,900 | 1,935 | 1.36% | — | 50 | +269,900 | New | Q1 2026 | May 15, 2026 |
| Alpha Wave Global, LP | History | Reduced | 257,041 | 1,842 | 0.23% | 0.32% | 51 | -29,756 | -10.38% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Reduced | 225,555 | 1,617 | 0.0% | 0.0% | 52 | -84,186 | -27.18% | Q1 2026 | May 15, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 211,852 | 1,518 | 0.0% | 0.0% | 53 | -87,783 | -29.3% | Q1 2026 | May 15, 2026 |
| Viewpoint Capital Management LLC | History | Reduced | 200,300 | 1,436 | 0.67% | 0.82% | 54 | -8,200 | -3.93% | Q1 2026 | Apr 17, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 196,140 | 1,406 | 0.0% | 0.0% | 55 | -20,971 | -9.66% | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 193,051 | 1,384 | 0.05% | — | 56 | +193,051 | New | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 186,138 | 1,334 | 0.0% | 0.0% | 57 | +1,204 | 0.65% | Q1 2026 | Apr 30, 2026 |
| Clearstead Advisors, LLC | History | New | 177,748 | 1,274 | 0.01% | — | 58 | +177,748 | New | Q1 2026 | May 06, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 136,700 | 1,248 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 167,248 | 1,199 | 0.0% | 0.0% | 60 | +40,709 | 32.17% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | Added to | 165,000 | 1,183 | 0.0% | 0.0% | 61 | +31,300 | 23.41% | Q1 2026 | May 07, 2026 |
| GSA CAPITAL PARTNERS LLP | History | Added to | 161,713 | 1,159 | 0.07% | 0.06% | 62 | +82,905 | 105.2% | Q1 2026 | May 08, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 141,505 | 1,014 | 0.0% | — | 63 | +141,505 | New | Q1 2026 | May 14, 2026 |
| Diametric Capital, LP | History | New | 135,816 | 973 | 0.25% | — | 64 | +135,816 | New | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 134,335 | 963 | 0.0% | 0.0% | 65 | -206,157 | -60.55% | Q1 2026 | May 13, 2026 |
| AE Wealth Management LLC | History | No change | 124,609 | 893 | 0.0% | 0.01% | 66 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 119,094 | 854 | 0.01% | 0.01% | 67 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| D.A. DAVIDSON & CO. | History | Reduced | 115,376 | 827 | 0.01% | 0.01% | 68 | -6,052 | -4.98% | Q1 2026 | May 05, 2026 |
| Clarius Group, LLC | History | No change | 88,874 | 811 | 0.05% | 0.05% | 69 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Veradace Capital Management LLC | History | Reduced | 110,421 | 791 | 0.7% | 1.34% | 70 | -129,825 | -54.04% | Q1 2026 | May 14, 2026 |
| ALGERT GLOBAL LLC | History | No change | 109,210 | 783 | 0.01% | 0.02% | 71 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| IRONWOOD INVESTMENT MANAGEMENT LLC | History | Added to | 107,891 | 773 | 0.32% | 0.19% | 72 | +58,221 | 117.22% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 105,862 | 759 | 0.01% | — | 73 | +105,862 | New | Q1 2026 | Apr 20, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 102,576 | 735 | 0.0% | 0.0% | 74 | -71,615 | -41.11% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 80,410 | 734 | 0.0% | 0.0% | 75 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 101,500 | 727 | 0.0% | 0.0% | 76 | +1,903 | 1.91% | Q1 2026 | May 12, 2026 |
| Caption Management, LLC | History | New | 93,000 | 666 | 0.0% | — | 77 | +93,000 | New | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 90,632 | 649 | 0.0% | 0.0% | 78 | +26,528 | 41.38% | Q1 2026 | May 15, 2026 |
| ExodusPoint Capital Management, LP | History | New | 88,920 | 637 | 0.01% | — | 79 | +88,920 | New | Q1 2026 | May 14, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | Reduced | 87,717 | 628 | 0.01% | 0.03% | 80 | -145,497 | -62.39% | Q1 2026 | May 15, 2026 |
| RAM Investment Partners, LLC | History | Reduced | 85,940 | 616 | 0.11% | 0.16% | 81 | -9,550 | -10.0% | Q1 2026 | May 04, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 84,034 | 602 | 0.0% | 0.0% | 82 | -8,403 | -9.09% | Q1 2026 | May 13, 2026 |
| Ares Systematic Credit Ltd | History | No change | 78,227 | 539 | 0.43% | 0.58% | 83 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 74,305 | 532 | 0.0% | 0.0% | 84 | +5,000 | 7.21% | Q1 2026 | May 14, 2026 |
| NATIXIS | History | Added to | 74,100 | 531 | 0.0% | 0.0% | 85 | +1,000 | 1.37% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 73,962 | 530 | 0.0% | 0.0% | 86 | -103,841 | -58.4% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 73,939 | 530 | 0.0% | 0.0% | 87 | +48,949 | 195.87% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 70,612 | 506 | 0.0% | 0.0% | 88 | +8,910 | 14.44% | Q1 2026 | May 06, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 66,216 | 475 | 0.0% | 0.0% | 89 | +19,725 | 42.43% | Q1 2026 | May 15, 2026 |
| Centiva Capital, LP | History | Added to | 66,006 | 473 | 0.0% | 0.0% | 90 | +998 | 1.54% | Q1 2026 | May 14, 2026 |
| Bridgefront Capital, LLC | History | New | 61,641 | 441 | 0.11% | — | 91 | +61,641 | New | Q1 2026 | May 15, 2026 |
| Potomac Capital Management, Inc. | History | New | 61,500 | 440 | 0.38% | — | 92 | +61,500 | New | Q1 2026 | May 14, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 59,464 | 426 | 0.0% | — | 93 | +59,464 | New | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 58,849 | 422 | 0.0% | 0.0% | 94 | -8,530 | -12.66% | Q1 2026 | May 15, 2026 |
| EMERALD MUTUAL FUND ADVISERS TRUST | History | Added to | 56,315 | 403 | 0.02% | 0.02% | 95 | +16,738 | 42.29% | Q1 2026 | May 04, 2026 |
| Covestor Ltd | History | Added to | 55,040 | 395 | 0.27% | 0.18% | 96 | +18,117 | 49.07% | Q1 2026 | May 05, 2026 |
| Legal & General Group Plc | History | Reduced | 53,713 | 385 | 0.0% | 0.0% | 97 | -6,201 | -10.35% | Q1 2026 | May 08, 2026 |
| Werba Rubin Papier Wealth Management | History | Added to | 53,709 | 385 | 0.05% | 0.13% | 98 | +423 | 0.79% | Q1 2026 | May 12, 2026 |
| MetLife Investment Management, LLC | History | Added to | 52,463 | 376 | 0.0% | 0.0% | 99 | +3,572 | 7.31% | Q1 2026 | May 14, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 50,550 | 362 | 0.0% | 0.0% | 100 | -264,927 | -83.98% | Q1 2026 | May 13, 2026 |
| GROUP ONE TRADING LLC | History | Reduced | 50,487 | 361 | 0.0% | 0.0% | 101 | -66,955 | -57.01% | Q1 2026 | May 13, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 48,630 | 348 | 0.0% | 0.0% | 103 | +38,399 | 375.32% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 48,550 | 348 | 0.0% | 0.0% | 102 | -17,857 | -26.89% | Q1 2026 | May 15, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 45,464 | 325 | 0.02% | 0.01% | 104 | +33,553 | 281.7% | Q1 2026 | May 15, 2026 |
| Boston Partners | History | New | 43,978 | 315 | 0.0% | — | 105 | +43,978 | New | Q1 2026 | May 11, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 41,682 | 298 | 0.0% | 0.0% | 106 | +1,429 | 3.55% | Q1 2026 | May 15, 2026 |
| Chicago Partners Investment Group LLC | History | New | 36,978 | 297 | 0.01% | — | 107 | +36,978 | New | Q1 2026 | May 04, 2026 |
| LPL Financial LLC | History | Added to | 40,981 | 293 | 0.0% | 0.0% | 108 | +293 | 0.72% | Q1 2026 | May 06, 2026 |
| State of Alaska, Department of Revenue | History | No change | 38,742 | 277 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Vanguard Global Advisers, LLC | History | New | 37,380 | 268 | 0.0% | — | 110 | +37,380 | New | Q1 2026 | May 08, 2026 |
| HSBC HOLDINGS PLC | History | New | 38,305 | 265 | 0.0% | — | 111 | +38,305 | New | Q1 2026 | Apr 30, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 36,161 | 259 | 0.0% | 0.0% | 112 | +2,361 | 6.99% | Q1 2026 | May 14, 2026 |
| Numerai GP LLC | History | Reduced | 35,958 | 257 | 0.03% | 0.05% | 113 | -14,019 | -28.05% | Q1 2026 | May 15, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 35,704 | 255 | 0.01% | — | 114 | +35,704 | New | Q1 2026 | May 08, 2026 |
| Caprock Group, LLC | History | Added to | 33,542 | 240 | 0.01% | 0.0% | 115 | +16,903 | 101.59% | Q1 2026 | May 11, 2026 |
| Diversified Trust Co | History | Added to | 33,287 | 238 | 0.0% | 0.0% | 116 | +5,487 | 19.74% | Q1 2026 | Apr 16, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 29,305 | 209 | 0.0% | 0.0% | 117 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | No change | 28,027 | 200 | 0.0% | 0.0% | 118 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 27,200 | 195 | 0.0% | 0.0% | 119 | -19,500 | -41.76% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 25,500 | 182 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Olympiad Research LP | History | Added to | 23,704 | 169 | 0.51% | 0.24% | 121 | +13,593 | 134.44% | Q1 2026 | May 13, 2026 |
| Arizona State Retirement System | History | Added to | 22,912 | 164 | 0.0% | 0.0% | 122 | +4,374 | 23.59% | Q1 2026 | May 01, 2026 |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | History | Reduced | 22,200 | 159 | 0.0% | 0.0% | 123 | -95,845 | -81.19% | Q1 2026 | May 14, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 22,275 | 159 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 20,947 | 150 | 0.0% | 0.0% | 125 | -12,644 | -37.64% | Q1 2026 | May 08, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Reduced | 20,792 | 149 | 0.0% | 0.01% | 126 | -347,165 | -94.35% | Q1 2026 | May 15, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 21,084 | 142 | 0.0% | 0.0% | 127 | +355 | 1.71% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 19,079 | 136 | 0.0% | 0.0% | 128 | +74 | 0.39% | Q1 2026 | May 12, 2026 |
| FMR LLC | History | Reduced | 18,609 | 133 | 0.0% | 0.0% | 129 | -216,309 | -92.08% | Q1 2026 | May 15, 2026 |
| Pathstone Holdings, LLC | History | Added to | 18,507 | 132 | 0.0% | 0.0% | 130 | +2,507 | 15.67% | Q1 2026 | May 11, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 18,400 | 131 | 0.0% | 0.0% | 131 | +4,400 | 31.43% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 16,492 | 118 | 0.0% | — | 132 | +16,492 | New | Q1 2026 | May 08, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 15,953 | 114 | 0.0% | 0.0% | 133 | +1,281 | 8.73% | Q1 2026 | May 12, 2026 |
| IMC-Chicago, LLC | History | Reduced | 15,500 | 111 | 0.0% | 0.0% | 134 | -23,800 | -60.56% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 13,280 | 109 | 0.0% | 0.0% | 135 | -34,930 | -72.45% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | New | 15,295 | 109 | 0.0% | — | 137 | +15,295 | New | Q1 2026 | May 12, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 15,339 | 109 | 0.0% | 0.0% | 136 | +14,943 | 3773.48% | Q1 2026 | May 15, 2026 |
| SmartHarvest Portfolios, LLC | History | New | 15,006 | 107 | 0.04% | — | 138 | +15,006 | New | Q1 2026 | Apr 20, 2026 |
| MARSHALL WACE, LLP | History | New | 14,447 | 103 | 0.0% | — | 139 | +14,447 | New | Q1 2026 | May 14, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 12,838 | 92 | 0.0% | 0.0% | 140 | -18,457 | -58.98% | Q1 2026 | May 15, 2026 |
| Savant Capital, LLC | History | New | 12,801 | 91 | 0.0% | — | 143 | +12,801 | New | Q1 2026 | May 04, 2026 |
| ProShare Advisors LLC | History | Reduced | 12,701 | 91 | 0.0% | 0.0% | 141 | -3,146 | -19.85% | Q1 2026 | Apr 24, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,719 | 91 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 12,205 | 87 | 0.0% | 0.0% | 144 | +1,256 | 11.47% | Q1 2026 | Apr 06, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 11,503 | 82 | 0.0% | 0.0% | 145 | -23,031 | -66.69% | Q1 2026 | May 13, 2026 |
| Corient Private Wealth LLC | History | New | 10,939 | 78 | 0.0% | — | 147 | +10,939 | New | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | No change | 10,909 | 78 | 0.0% | 0.0% | 146 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| Marble Harbor Investment Counsel, LLC | History | No change | 10,600 | 76 | 0.01% | 0.01% | 148 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Cetera Investment Advisers | History | New | 10,262 | 73 | 0.0% | — | 149 | +10,262 | New | Q1 2026 | May 13, 2026 |
| CWM, LLC | History | Added to | 10,040 | 71 | 0.0% | 0.0% | 151 | +305 | 3.13% | Q1 2026 | May 14, 2026 |
| SIG BROKERAGE, LP | History | No change | 10,000 | 71 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| RIK SAYLOR FINANCIAL, INC. | History | No change | 10,000 | 71 | 0.05% | 0.07% | 152 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 9,390 | 67 | 0.0% | 0.0% | 153 | +8,213 | 697.79% | Q1 2026 | May 08, 2026 |
| AlphaQuest LLC | History | No change | 6,088 | 55 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Reduced | 7,319 | 52 | 0.0% | 0.0% | 156 | -208,506 | -96.61% | Q1 2026 | May 13, 2026 |
| CITIGROUP INC | History | Added to | 7,368 | 52 | 0.0% | 0.0% | 155 | +5,020 | 213.8% | Q1 2026 | May 11, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 6,732 | 48 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,475 | 46 | 0.0% | 0.0% | 158 | -10,280 | -61.35% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Reduced | 5,611 | 40 | 0.0% | 0.02% | 159 | -14,912 | -72.66% | Q1 2026 | May 13, 2026 |
| Skaana Management L.P. | History | Reduced | 5,000 | 35 | 0.01% | 0.07% | 161 | -20,000 | -80.0% | Q1 2026 | May 11, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4,934 | 35 | 0.0% | 0.0% | 160 | -2,305 | -31.84% | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,775 | 27 | 0.0% | 0.0% | 162 | +3,000 | 387.1% | Q1 2026 | Apr 30, 2026 |
| MAI Capital Management | History | Added to | 3,362 | 24 | 0.0% | 0.0% | 163 | +87 | 2.66% | Q1 2026 | May 15, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 3,149 | 22 | 0.0% | 0.0% | 164 | +43 | 1.38% | Q1 2026 | May 07, 2026 |
| Osbon Capital Management LLC | History | No change | 2,690 | 19 | 0.02% | 0.02% | 165 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,369 | 16 | 0.0% | 0.0% | 166 | +1,156 | 95.3% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 1,308 | 9 | 0.0% | 0.0% | 167 | -17,915 | -93.2% | Q1 2026 | May 14, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 1,394 | 9 | 0.0% | 0.0% | 168 | +462 | 49.57% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | No change | 1,232 | 8 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,015 | 7 | 0.0% | 0.0% | 170 | -494 | -32.74% | Q1 2026 | Apr 22, 2026 |
| Optiver Holding B.V. | History | Reduced | 728 | 5 | 0.0% | 0.0% | 171 | -12 | -1.62% | Q1 2026 | May 15, 2026 |
| Rachor Investment Advisory Services, LLC | History | Reduced | 455 | 3 | 0.0% | 0.0% | 174 | -58 | -11.31% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Added to | 549 | 3 | 0.0% | 0.0% | 175 | +20 | 3.78% | Q1 2026 | May 21, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 460 | 3 | 0.0% | 0.0% | 173 | +5 | 1.1% | Q1 2026 | Apr 27, 2026 |
| Larson Financial Group LLC | History | No change | 442 | 3 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 327 | 2 | 0.0% | — | 176 | +327 | New | Q1 2026 | Apr 24, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 194 | 1 | 0.0% | 0.0% | 178 | +53 | 37.59% | Q1 2026 | May 07, 2026 |
| Spire Wealth Management | History | Added to | 150 | 1 | 0.0% | 0.0% | 180 | +40 | 36.36% | Q1 2026 | Apr 22, 2026 |
| US BANCORP \DE\ | History | Added to | 213 | 1 | 0.0% | 0.0% | 177 | +28 | 15.14% | Q1 2026 | May 14, 2026 |
| Allworth Financial LP | History | Added to | 150 | 1 | 0.0% | 0.0% | 179 | +17 | 12.78% | Q1 2026 | May 14, 2026 |
| True Wealth Design, LLC | History | No change | 214 | 1 | 0.0% | 0.0% | 181 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Smartleaf Asset Management LLC | History | No change | 223 | 1 | 0.0% | 0.0% | 182 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | No change | 228 | 1 | 0.0% | 0.0% | 183 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| CITIZENS FINANCIAL GROUP INC/RI | History | Closed out | 0 | 0 | — | 0.03% | — | -212,068 | -100.0% | Q1 2026 | May 01, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -141,804 | -100.0% | Q1 2026 | May 15, 2026 |
| Progeny 3, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -128,910 | -100.0% | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -120,334 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -102,987 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Capital LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -82,387 | -100.0% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -62,869 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.08% | — | -60,603 | -100.0% | Q1 2026 | May 15, 2026 |
| Voleon Capital Management LP | History | Closed out | 0 | 0 | — | 0.01% | — | -56,615 | -100.0% | Q1 2026 | May 15, 2026 |
| POLEN CAPITAL MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -53,683 | -100.0% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | Reduced | 1 | 0 | — | 0.0% | — | -52,993 | -100.0% | Q1 2026 | May 15, 2026 |
| Walleye Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -52,200 | -100.0% | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.02% | — | -50,111 | -100.0% | Q1 2026 | May 13, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Closed out | 0 | 0 | — | 0.0% | — | -49,579 | -100.0% | Q1 2026 | Apr 30, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -39,081 | -100.0% | Q1 2026 | May 11, 2026 |
| AMERIPRISE FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,935 | -100.0% | Q1 2026 | May 15, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -38,687 | -100.0% | Q1 2026 | May 15, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -34,149 | -100.0% | Q1 2026 | Apr 27, 2026 |
| FEDERATED HERMES, INC. | History | Closed out | 0 | 0 | — | 0.0% | — | -34,061 | -100.0% | Q1 2026 | May 11, 2026 |
| Calamos Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -31,978 | -100.0% | Q1 2026 | May 04, 2026 |
| FOX RUN MANAGEMENT, L.L.C. | History | Closed out | 0 | 0 | — | 0.04% | — | -25,700 | -100.0% | Q1 2026 | May 12, 2026 |
| Entropy Technologies, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -25,129 | -100.0% | Q1 2026 | May 14, 2026 |
| XTX Topco Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -21,341 | -100.0% | Q1 2026 | May 15, 2026 |
| PEAK6 LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -18,500 | -100.0% | Q1 2026 | May 13, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -16,891 | -100.0% | Q1 2026 | May 15, 2026 |
| TWO SIGMA SECURITIES, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -13,785 | -100.0% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Closed out | 0 | 0 | — | 0.0% | — | -11,883 | -100.0% | Q1 2026 | May 14, 2026 |
| SummitTX Capital, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -11,786 | -100.0% | Q1 2026 | May 15, 2026 |
| Alpine Global Management, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -11,636 | -100.0% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 121 | 0 | — | 0.0% | — | -11,401 | -98.95% | Q1 2026 | May 08, 2026 |
| nVerses Capital, LLC | History | Closed out | 0 | 0 | — | 0.23% | — | -11,123 | -100.0% | Q1 2026 | May 13, 2026 |
| CSS LLC/IL | History | Closed out | 0 | 0 | — | 0.0% | — | -10,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | Closed out | 0 | 0 | — | 0.01% | — | -4,148 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.01% | — | -3,002 | -100.0% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Closed out | 0 | 0 | — | 0.0% | — | -2,724 | -100.0% | Q1 2026 | May 08, 2026 |
| Quarry LP | History | Reduced | 43 | 0 | — | 0.0% | — | -2,590 | -98.37% | Q1 2026 | May 15, 2026 |
| Westfuller Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,204 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Manchester Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -515 | -100.0% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 70 | 0 | — | 0.0% | — | -98 | -58.33% | Q1 2026 | Apr 06, 2026 |
| Stone House Investment Management, LLC | History | New | 74 | 0 | — | — | — | +74 | New | Q1 2026 | Apr 22, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 70 | 0 | — | — | — | +70 | New | Q1 2026 | May 08, 2026 |
| Fortitude Family Office, LLC | History | Closed out | 0 | 0 | — | — | — | -55 | -100.0% | Q1 2026 | Apr 15, 2026 |
| Advisory Services Network, LLC | History | New | 50 | 0 | — | — | — | +50 | New | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 1 | 0 | — | — | — | -46 | -97.87% | Q1 2026 | Apr 13, 2026 |
| Elequin Capital, LP | History | Reduced | 3 | 0 | — | — | — | -17 | -85.0% | Q1 2026 | May 11, 2026 |
| Keating Financial Advisory Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Closed out | 0 | 0 | — | — | — | -8 | -100.0% | Q1 2026 | May 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 27 | 0 | — | — | — | +7 | 35.0% | Q1 2026 | Apr 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 9 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 125 | 0 | — | 0.0% | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sunbelt Securities, Inc. | History | No change | 40 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 19 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Bear Mountain Capital, Inc. | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| BankPlus Trust Department | History | No change | 100 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 11, 2026 |