Primerica, Inc. - PRI
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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | History | No change | 3,286,803 | 849,178 | 0.01% | 0.01% | 1 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 3,071,590 | 769,371 | 2.26% | 2.2% | 2 | -94,022 | -2.97% | Q1 2026 | May 14, 2026 |
| BlackRock, Inc. | History | Added to | 2,994,602 | 750,087 | 0.01% | 0.01% | 3 | +41,795 | 1.42% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 2,827,218 | 708,161 | 0.04% | 0.04% | 4 | -34,998 | -1.22% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,831,548 | 458,766 | 0.02% | — | 5 | +1,831,548 | New | Q1 2026 | May 08, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,432,793 | 358,885 | 0.01% | — | 6 | +1,432,793 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Reduced | 1,257,398 | 314,953 | 0.12% | 0.12% | 7 | -54,236 | -4.13% | Q1 2026 | May 13, 2026 |
| STATE STREET CORP | History | Reduced | 1,003,384 | 251,327 | 0.01% | 0.01% | 8 | -1,246 | -0.12% | Q1 2026 | May 15, 2026 |
| Brave Warrior Advisors, LLC | History | Added to | 879,323 | 220,252 | 5.45% | 4.72% | 9 | +99,198 | 12.72% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 870,269 | 218,021 | 0.01% | 0.01% | 10 | +76,880 | 9.69% | Q1 2026 | May 15, 2026 |
| BAMCO INC /NY/ | History | Reduced | 860,026 | 215,419 | 0.65% | 0.79% | 11 | -272,518 | -24.06% | Q1 2026 | May 15, 2026 |
| FIDUCIARY MANAGEMENT INC /WI/ | History | Added to | 692,022 | 173,337 | 2.15% | 1.74% | 12 | +80,741 | 13.21% | Q1 2026 | May 14, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 650,578 | 162,949 | 0.03% | 0.03% | 13 | +7,628 | 1.19% | Q1 2026 | May 07, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 529,207 | 132,555 | 0.09% | 0.09% | 14 | +23,850 | 4.72% | Q1 2026 | May 13, 2026 |
| LYRICAL ASSET MANAGEMENT LP | History | Reduced | 506,040 | 126,752 | 1.93% | 1.83% | 15 | -35,287 | -6.52% | Q1 2026 | May 11, 2026 |
| AGF MANAGEMENT LTD | History | Added to | 430,753 | 107,895 | 0.48% | 0.47% | 16 | +10,238 | 2.43% | Q1 2026 | May 07, 2026 |
| Invesco Ltd. | History | Reduced | 357,615 | 89,575 | 0.01% | 0.01% | 17 | -81 | -0.02% | Q1 2026 | May 12, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 326,524 | 81,787 | 0.01% | 0.01% | 18 | +9,672 | 3.05% | Q1 2026 | May 15, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 319,301 | 79,978 | 0.27% | 0.25% | 19 | +34,411 | 12.08% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Added to | 314,134 | 78,684 | 0.01% | 0.01% | 20 | +2,382 | 0.76% | Q1 2026 | May 05, 2026 |
| NORTHERN TRUST CORP | History | Added to | 292,285 | 73,211 | 0.01% | 0.01% | 21 | +5,823 | 2.03% | Q1 2026 | May 14, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 280,126 | 70,165 | 0.01% | 0.01% | 22 | -17,782 | -5.97% | Q1 2026 | May 11, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 264,769 | 66,115 | 0.03% | 0.03% | 23 | +42,904 | 19.34% | Q1 2026 | May 15, 2026 |
| Quantum Capital Management, LLC / NJ | History | Reduced | 250,901 | 62,845 | 8.04% | 7.59% | 24 | -2,847 | -1.12% | Q1 2026 | May 13, 2026 |
| Life Cycle Investment Partners Ltd | History | Added to | 245,193 | 61,415 | 0.39% | 0.28% | 25 | +87,607 | 55.59% | Q1 2026 | May 12, 2026 |
| MORGAN STANLEY | History | Reduced | 214,699 | 53,778 | 0.0% | 0.0% | 26 | -9,142 | -4.08% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 216,463 | 53,061 | 0.05% | 0.05% | 27 | +151 | 0.07% | Q1 2026 | May 13, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 198,196 | 49,644 | 0.01% | — | 28 | +198,196 | New | Q1 2026 | May 08, 2026 |
| FIL Ltd | History | Reduced | 182,415 | 45,691 | 0.04% | 0.04% | 29 | -19,714 | -9.75% | Q1 2026 | May 15, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 174,500 | 43,709 | 0.03% | 0.02% | 30 | +106,091 | 155.08% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 172,800 | 43,282 | 0.02% | 0.02% | 31 | -39,396 | -18.57% | Q1 2026 | May 15, 2026 |
| ROYAL LONDON ASSET MANAGEMENT LTD | History | Added to | 157,531 | 39,458 | 0.08% | 0.09% | 32 | +643 | 0.41% | Q1 2026 | May 01, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 150,946 | 37,810 | 0.0% | 0.0% | 33 | +3,135 | 2.12% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 142,582 | 35,713 | 0.0% | 0.0% | 34 | +17,649 | 14.13% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 141,362 | 35,408 | 0.01% | 0.01% | 35 | -1,554 | -1.09% | Q1 2026 | May 13, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 138,641 | 34,726 | 0.02% | 0.02% | 36 | +9,586 | 7.43% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 134,815 | 33,768 | 0.01% | 0.01% | 37 | +2,331 | 1.76% | Q1 2026 | May 14, 2026 |
| ACADEMY CAPITAL MANAGEMENT | History | Reduced | 129,888 | 32,534 | 4.65% | 4.54% | 38 | -2,418 | -1.83% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 122,988 | 30,806 | 0.05% | 0.04% | 39 | +47,147 | 62.17% | Q1 2026 | May 15, 2026 |
| PhiloSmith Capital Corp | History | No change | 118,200 | 29,606 | 8.44% | 8.4% | 40 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 112,800 | 27,868 | 0.0% | 0.0% | 41 | +4,865 | 4.51% | Q1 2026 | May 13, 2026 |
| Nuveen, LLC | History | Reduced | 110,857 | 27,767 | 0.01% | 0.01% | 42 | -2,478 | -2.19% | Q1 2026 | Apr 30, 2026 |
| Arbejdsmarkedets Tillaegspension | History | Added to | 100,979 | 25,293 | 0.63% | 0.61% | 43 | +8,988 | 9.77% | Q1 2026 | May 04, 2026 |
| ProShare Advisors LLC | History | Added to | 99,159 | 24,837 | 0.04% | 0.0% | 44 | +97,879 | 7646.8% | Q1 2026 | Apr 24, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 91,580 | 22,938 | 0.02% | 0.02% | 45 | +5,391 | 6.25% | Q1 2026 | May 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 91,381 | 22,889 | 0.01% | 0.01% | 46 | +6,644 | 7.84% | Q1 2026 | May 04, 2026 |
| Copeland Capital Management, LLC | History | Reduced | 90,649 | 22,705 | 0.5% | 0.53% | 47 | -515 | -0.56% | Q1 2026 | May 06, 2026 |
| NATIXIS ADVISORS, LLC | History | Added to | 81,145 | 20,325 | 0.03% | 0.03% | 48 | +2,989 | 3.82% | Q1 2026 | May 13, 2026 |
| EULAV Asset Management | History | Added to | 77,256 | 19,351 | 0.62% | 0.33% | 49 | +29,856 | 62.99% | Q1 2026 | May 07, 2026 |
| Man Group plc | History | Reduced | 77,092 | 19,310 | 0.04% | 0.04% | 50 | -4,606 | -5.64% | Q1 2026 | May 15, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Reduced | 76,543 | 19,172 | 0.01% | 0.01% | 51 | -4,311 | -5.33% | Q1 2026 | May 06, 2026 |
| UBS Group AG | History | Reduced | 74,329 | 18,617 | 0.0% | 0.01% | 52 | -57,327 | -43.54% | Q1 2026 | May 05, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 74,662 | 18,382 | 0.01% | 0.0% | 53 | +71,965 | 2668.34% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 72,013 | 18,037 | 0.01% | 0.01% | 54 | -20,134 | -21.85% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 71,241 | 17,844 | 0.01% | 0.01% | 55 | +2,553 | 3.72% | Q1 2026 | May 04, 2026 |
| Capricorn Fund Managers Ltd | History | New | 68,041 | 17,042 | 2.66% | — | 56 | +68,041 | New | Q1 2026 | Apr 24, 2026 |
| ALPS ADVISORS INC | History | Reduced | 66,426 | 16,638 | 0.08% | 0.1% | 57 | -3,230 | -4.64% | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 65,201 | 16,328 | 0.02% | 0.02% | 58 | -1,867 | -2.78% | Q1 2026 | May 13, 2026 |
| Swiss National Bank | History | Reduced | 63,140 | 15,815 | 0.01% | 0.01% | 59 | -760 | -1.19% | Q1 2026 | May 07, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 61,809 | 15,481 | 0.0% | 0.0% | 60 | -355 | -0.57% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 61,360 | 15,369 | 0.01% | 0.01% | 61 | +22,729 | 58.84% | Q1 2026 | May 15, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 62,011 | 15,320 | 0.03% | 0.03% | 62 | -1,389 | -2.19% | Q1 2026 | May 07, 2026 |
| Running Oak Capital LLC | History | Reduced | 56,681 | 14,197 | 1.92% | 1.88% | 63 | -1,482 | -2.55% | Q1 2026 | May 11, 2026 |
| Gator Capital Management, LLC | History | Added to | 56,575 | 14,170 | 2.9% | 0.58% | 64 | +45,426 | 407.44% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Added to | 54,407 | 13,627 | 0.01% | 0.0% | 65 | +22,949 | 72.95% | Q1 2026 | May 14, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | New | 52,820 | 13,230 | 0.02% | — | 66 | +52,820 | New | Q1 2026 | May 14, 2026 |
| Aptus Capital Advisors, LLC | History | Added to | 52,105 | 13,051 | 0.1% | 0.1% | 67 | +498 | 0.96% | Q1 2026 | May 11, 2026 |
| Bridgewater Associates, LP | History | Reduced | 51,645 | 12,936 | 0.06% | 0.06% | 68 | -12,091 | -18.97% | Q1 2026 | May 15, 2026 |
| MACKENZIE FINANCIAL CORP | History | New | 50,825 | 12,730 | 0.02% | — | 69 | +50,825 | New | Q1 2026 | May 13, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 50,461 | 12,639 | 0.04% | 0.03% | 70 | +12,756 | 33.83% | Q1 2026 | May 13, 2026 |
| Gotham Asset Management, LLC | History | Added to | 49,677 | 12,443 | 0.04% | 0.03% | 71 | +12,913 | 35.12% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 45,943 | 11,507 | 0.01% | 0.01% | 72 | -1,855 | -3.88% | Q1 2026 | May 08, 2026 |
| DANSKE BANK A/S | History | Reduced | 45,716 | 11,450 | 0.03% | 0.07% | 73 | -63,423 | -58.11% | Q1 2026 | May 12, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 45,005 | 11,272 | 0.0% | 0.0% | 74 | -5,788 | -11.4% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 43,264 | 11,177 | 0.0% | 0.0% | 75 | -3,114 | -6.71% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 42,184 | 10,566 | 0.0% | 0.0% | 76 | -7,377 | -14.88% | Q1 2026 | May 08, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 42,103 | 10,546 | 0.0% | 0.0% | 77 | +2,528 | 6.39% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Added to | 41,749 | 10,457 | 0.0% | 0.0% | 78 | +20,763 | 98.94% | Q1 2026 | May 13, 2026 |
| Artemis Investment Management LLP | History | Reduced | 40,934 | 10,253 | 0.11% | 0.13% | 79 | -700 | -1.68% | Q1 2026 | Apr 13, 2026 |
| REGIONS FINANCIAL CORP | History | Reduced | 39,513 | 9,897 | 0.06% | 0.07% | 80 | -2,742 | -6.49% | Q1 2026 | May 05, 2026 |
| Retirement Systems of Alabama | History | Added to | 39,127 | 9,800 | 0.03% | 0.03% | 81 | +822 | 2.15% | Q1 2026 | Apr 24, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 37,259 | 9,332 | 0.01% | 0.01% | 82 | +6,092 | 19.55% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 36,101 | 9,042 | 0.01% | 0.03% | 83 | -54,915 | -60.34% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Reduced | 35,784 | 8,963 | 0.01% | 0.05% | 84 | -155,758 | -81.32% | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 34,452 | 8,629 | 0.01% | 0.01% | 85 | -2,746 | -7.38% | Q1 2026 | May 12, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 33,124 | 8,296 | 0.03% | 0.04% | 86 | -9,132 | -21.61% | Q1 2026 | May 15, 2026 |
| LOGAN CAPITAL MANAGEMENT INC | History | Added to | 31,974 | 8,008 | 0.35% | 0.35% | 87 | +89 | 0.28% | Q1 2026 | May 08, 2026 |
| Callan Family Office, LLC | History | Added to | 31,429 | 7,872 | 0.18% | 0.17% | 88 | +431 | 1.39% | Q1 2026 | May 13, 2026 |
| Parkwood LLC | History | Reduced | 31,347 | 7,852 | 0.7% | 0.67% | 89 | -1,900 | -5.71% | Q1 2026 | May 15, 2026 |
| Amundi | History | Added to | 31,334 | 7,848 | 0.0% | 0.0% | 90 | +1,640 | 5.52% | Q1 2026 | May 15, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 31,293 | 7,838 | 0.01% | 0.01% | 91 | +5,425 | 20.97% | Q1 2026 | May 12, 2026 |
| NORGES BANK | History | No change | 30,287 | 7,824 | 0.0% | 0.0% | 92 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 30,874 | 7,732 | 0.08% | 0.08% | 93 | +20 | 0.06% | Q1 2026 | Apr 20, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 30,277 | 7,584 | 0.01% | 0.01% | 94 | +1,088 | 3.73% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 30,095 | 7,538 | 0.03% | 0.03% | 95 | +1,622 | 5.7% | Q1 2026 | Apr 30, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 29,056 | 7,277 | 0.01% | — | 96 | +29,056 | New | Q1 2026 | May 08, 2026 |
| ALGERT GLOBAL LLC | History | No change | 27,721 | 6,944 | 0.1% | 0.11% | 97 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Vest Financial, LLC | History | Added to | 26,372 | 6,605 | 0.08% | 0.07% | 98 | +4,506 | 20.61% | Q1 2026 | Apr 23, 2026 |
| Marks Group Wealth Management, Inc | History | Reduced | 25,903 | 6,488 | 0.63% | 0.71% | 99 | -2,996 | -10.37% | Q1 2026 | May 05, 2026 |
| Callahan Advisors, LLC | History | Added to | 25,340 | 6,347 | 0.53% | 0.39% | 100 | +7,043 | 38.49% | Q1 2026 | May 12, 2026 |
| KBC Group NV | History | Added to | 24,496 | 6,136 | 0.02% | 0.0% | 101 | +23,610 | 2664.79% | Q1 2026 | May 07, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 24,158 | 6,051 | 0.01% | — | 102 | +24,158 | New | Q1 2026 | May 14, 2026 |
| Mitsubishi UFJ Trust & Banking Corp | History | Added to | 24,035 | 6,020 | 0.01% | 0.01% | 103 | +69 | 0.29% | Q1 2026 | May 12, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 23,014 | 5,764 | 0.01% | 0.01% | 104 | +990 | 4.5% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 22,858 | 5,725 | 0.07% | 0.1% | 105 | -13,271 | -36.73% | Q1 2026 | May 07, 2026 |
| Corient Private Wealth LLC | History | Reduced | 22,820 | 5,657 | 0.01% | 0.0% | 106 | -25,229 | -52.51% | Q1 2026 | May 15, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Reduced | 22,485 | 5,632 | 0.03% | 0.04% | 107 | -2,504 | -10.02% | Q1 2026 | May 13, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 21,408 | 5,362 | 0.01% | 0.01% | 108 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 21,327 | 5,341 | 0.0% | 0.0% | 109 | -621 | -2.83% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 19,179 | 4,955 | 0.03% | 0.03% | 110 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Prana Capital Management, LP | History | Reduced | 19,740 | 4,944 | 0.15% | 0.64% | 111 | -49,070 | -71.31% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 19,675 | 4,928 | 0.0% | 0.0% | 112 | -3,714 | -15.88% | Q1 2026 | May 14, 2026 |
| PANAGORA ASSET MANAGEMENT INC | History | Added to | 19,529 | 4,891 | 0.02% | 0.0% | 113 | +17,270 | 764.5% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 19,312 | 4,837 | 0.02% | 0.03% | 114 | +361 | 1.9% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 18,892 | 4,732 | 0.01% | — | 115 | +18,892 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 18,426 | 4,621 | 0.01% | 0.01% | 116 | +32 | 0.17% | Q1 2026 | May 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 17,877 | 4,477 | 0.01% | 0.01% | 117 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| PRESCOTT GROUP CAPITAL MANAGEMENT, L.L.C. | History | No change | 17,743 | 4,444 | 0.44% | 0.43% | 118 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| JLB & ASSOCIATES INC | History | Reduced | 17,443 | 4,369 | 0.63% | 0.65% | 119 | -1,236 | -6.62% | Q1 2026 | May 04, 2026 |
| XTX Topco Ltd | History | Added to | 16,969 | 4,250 | 0.07% | 0.06% | 120 | +8,841 | 108.77% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 16,850 | 4,220 | 0.0% | 0.0% | 121 | +11,857 | 237.47% | Q1 2026 | May 12, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | No change | 16,607 | 4,159 | 0.04% | 0.04% | 122 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Sovereign's Capital Management, LLC | History | Reduced | 16,397 | 4,108 | 3.02% | 2.66% | 123 | -611 | -3.59% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 15,832 | 4,090 | 0.02% | 0.02% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,227 | 4,064 | 0.01% | 0.0% | 125 | +14,919 | 1140.6% | Q1 2026 | May 01, 2026 |
| ZACKS INVESTMENT MANAGEMENT | History | Added to | 16,192 | 4,055 | 0.03% | 0.03% | 126 | +802 | 5.21% | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 15,981 | 4,002 | 0.15% | — | 127 | +15,981 | New | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 15,699 | 3,932 | 0.02% | 0.02% | 128 | +98 | 0.63% | Q1 2026 | May 14, 2026 |
| Woodline Partners LP | History | New | 15,426 | 3,863 | 0.01% | — | 129 | +15,426 | New | Q1 2026 | May 15, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 15,312 | 3,835 | 0.05% | 0.05% | 130 | -1,805 | -10.55% | Q1 2026 | May 13, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Reduced | 15,297 | 3,831 | 0.04% | 0.06% | 131 | -1,722 | -10.12% | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 14,989 | 3,754 | 0.05% | 0.04% | 132 | +3,376 | 29.07% | Q1 2026 | May 05, 2026 |
| AMALGAMATED BANK | History | Added to | 14,513 | 3,635 | 0.03% | 0.03% | 133 | +326 | 2.3% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 14,296 | 3,580 | 0.03% | 0.03% | 134 | +1 | 0.01% | Q1 2026 | Apr 29, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 14,029 | 3,515 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| RITHOLTZ WEALTH MANAGEMENT | History | Reduced | 13,799 | 3,456 | 0.06% | 0.08% | 136 | -2,727 | -16.5% | Q1 2026 | Apr 20, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 13,613 | 3,410 | 0.01% | 0.01% | 137 | +87 | 0.64% | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 13,598 | 3,406 | 0.01% | 0.01% | 138 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 13,066 | 3,272 | 0.01% | 0.01% | 139 | -3,422 | -20.75% | Q1 2026 | May 11, 2026 |
| Vanguard Global Advisers, LLC | History | New | 12,923 | 3,236 | 0.0% | — | 140 | +12,923 | New | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | Reduced | 12,537 | 3,140 | 0.0% | 0.0% | 141 | -176 | -1.38% | Q1 2026 | May 06, 2026 |
| BESSEMER GROUP INC | History | Added to | 12,475 | 3,125 | 0.0% | 0.0% | 142 | +7 | 0.06% | Q1 2026 | May 06, 2026 |
| Oxbow Advisors, LLC | History | Added to | 12,430 | 3,113 | 0.26% | 0.28% | 143 | +160 | 1.3% | Q1 2026 | Apr 27, 2026 |
| VIRGINIA RETIREMENT SYSTEMS ET Al | History | No change | 11,894 | 3,072 | 0.02% | 0.02% | 144 | 0 | 0.0% | Q4 2025 | Feb 04, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 12,174 | 3,049 | 0.0% | 0.0% | 145 | -15,668 | -56.27% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | Reduced | 12,169 | 3,048 | 0.0% | 0.01% | 146 | -4,534 | -27.14% | Q1 2026 | Apr 21, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 12,132 | 3,038 | 0.01% | 0.01% | 147 | -1,226 | -9.18% | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 11,753 | 2,943 | 0.01% | 0.01% | 148 | +2,063 | 21.29% | Q1 2026 | May 15, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 11,695 | 2,929 | 0.01% | 0.01% | 149 | -127 | -1.07% | Q1 2026 | May 08, 2026 |
| Boston Partners | History | Added to | 11,415 | 2,859 | 0.0% | 0.0% | 150 | +316 | 2.85% | Q1 2026 | May 11, 2026 |
| Pathstone Holdings, LLC | History | Reduced | 10,994 | 2,753 | 0.01% | 0.01% | 151 | -4 | -0.04% | Q1 2026 | May 11, 2026 |
| CAPITAL FUND MANAGEMENT S.A. | History | Reduced | 10,981 | 2,750 | 0.01% | 0.01% | 152 | -8,351 | -43.2% | Q1 2026 | May 14, 2026 |
| VISTA INVESTMENT PARTNERS LLC | History | Added to | 10,870 | 2,722 | 0.72% | 0.71% | 153 | +353 | 3.36% | Q1 2026 | Apr 09, 2026 |
| WBI INVESTMENTS, LLC | History | Added to | 10,593 | 2,653 | 0.73% | 0.57% | 154 | +2,065 | 24.21% | Q1 2026 | May 11, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 10,514 | 2,634 | 0.01% | 0.01% | 155 | -1,022 | -8.86% | Q1 2026 | Apr 27, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 10,220 | 2,559 | 0.02% | 0.02% | 156 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Ellsworth Advisors, LLC | History | Added to | 10,156 | 2,543 | 0.48% | 0.47% | 157 | +1,238 | 13.88% | Q1 2026 | Apr 16, 2026 |
| Creative Planning | History | Added to | 9,907 | 2,481 | 0.0% | 0.0% | 158 | +3,358 | 51.28% | Q1 2026 | May 12, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 9,649 | 2,416 | 0.03% | 0.03% | 159 | -516 | -5.08% | Q1 2026 | Apr 24, 2026 |
| ALPINE WOODS CAPITAL INVESTORS, LLC | History | New | 9,643 | 2,415 | 0.58% | — | 160 | +9,643 | New | Q1 2026 | May 27, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 9,525 | 2,385 | 0.01% | 0.01% | 161 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 9,300 | 2,329 | 0.04% | 0.04% | 162 | +500 | 5.68% | Q1 2026 | Apr 20, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 9,256 | 2,318 | 0.01% | 0.01% | 163 | -457 | -4.71% | Q1 2026 | May 14, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 9,140 | 2,289 | 0.01% | 0.01% | 164 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CITIGROUP INC | History | Added to | 9,087 | 2,276 | 0.0% | 0.0% | 165 | +1,652 | 22.22% | Q1 2026 | May 11, 2026 |
| Atria Investments, Inc | History | Reduced | 9,054 | 2,267 | 0.03% | 0.03% | 166 | -91 | -1.0% | Q1 2026 | May 05, 2026 |
| Arizona State Retirement System | History | Reduced | 8,780 | 2,199 | 0.01% | 0.01% | 167 | -224 | -2.49% | Q1 2026 | May 01, 2026 |
| Oak Thistle LLC | History | Added to | 8,776 | 2,198 | 0.21% | 0.17% | 168 | +3,948 | 81.77% | Q1 2026 | Apr 10, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 8,682 | 2,174 | 0.01% | 0.01% | 169 | -202 | -2.27% | Q1 2026 | Apr 15, 2026 |
| World Investment Advisors | History | Added to | 8,618 | 2,158 | 0.03% | 0.03% | 170 | +784 | 10.01% | Q1 2026 | Apr 27, 2026 |
| Handelsbanken Fonder AB | History | No change | 8,537 | 2,138 | 0.01% | 0.01% | 171 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Allen Investment Management, LLC | History | No change | 8,513 | 2,132 | 0.03% | 0.02% | 172 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CAXTON ASSOCIATES LLP | History | Added to | 8,472 | 2,122 | 0.05% | 0.03% | 173 | +1,632 | 23.86% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 8,156 | 2,042 | 0.01% | — | 174 | +8,156 | New | Q1 2026 | May 08, 2026 |
| TD Waterhouse Canada Inc. | History | Added to | 7,914 | 2,007 | 0.01% | 0.0% | 175 | +7,157 | 945.44% | Q1 2026 | May 12, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 7,997 | 2,003 | 0.01% | 0.01% | 176 | +10 | 0.13% | Q1 2026 | May 01, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 7,719 | 1,933 | 0.01% | 0.01% | 177 | +200 | 2.66% | Q1 2026 | May 04, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 7,642 | 1,914 | 0.01% | 0.01% | 178 | +748 | 10.85% | Q1 2026 | May 15, 2026 |
| DIVERSIFIED MANAGEMENT INC | History | New | 7,605 | 1,904 | 0.33% | — | 179 | +7,605 | New | Q1 2026 | Apr 09, 2026 |
| NBC SECURITIES, INC. | History | Added to | 7,549 | 1,890 | 0.14% | 0.14% | 180 | +163 | 2.21% | Q1 2026 | Apr 14, 2026 |
| PROSPECTOR PARTNERS LLC | History | No change | 7,245 | 1,871 | 4.01% | 4.01% | 181 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 7,448 | 1,865 | 0.03% | 0.03% | 182 | +1,283 | 20.81% | Q1 2026 | May 12, 2026 |
| Engineers Gate Manager LP | History | Reduced | 7,415 | 1,857 | 0.02% | 0.05% | 183 | -9,115 | -55.14% | Q1 2026 | May 15, 2026 |
| BI Asset Management Fondsmaeglerselskab A/S | History | Reduced | 7,393 | 1,852 | 0.02% | 0.05% | 184 | -12,697 | -63.2% | Q1 2026 | Apr 16, 2026 |
| PFA Pension, Forsikringsaktieselskab | History | New | 7,393 | 1,851 | 0.01% | — | 185 | +7,393 | New | Q1 2026 | Apr 28, 2026 |
| TD ASSET MANAGEMENT INC | History | Added to | 7,380 | 1,848 | 0.0% | 0.0% | 186 | +161 | 2.23% | Q1 2026 | May 11, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Reduced | 7,447 | 1,839 | 0.0% | 0.0% | 187 | -758 | -9.24% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Reduced | 7,286 | 1,824 | 0.01% | 0.02% | 188 | -3,184 | -30.41% | Q1 2026 | May 14, 2026 |
| Focus Partners Wealth | History | Added to | 7,079 | 1,804 | 0.0% | 0.0% | 189 | +3,543 | 100.2% | Q1 2026 | May 14, 2026 |
| SkyView Investment Advisors, LLC | History | Added to | 7,199 | 1,803 | 0.24% | 0.23% | 190 | +257 | 3.7% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 7,191 | 1,801 | 0.0% | 0.0% | 191 | +4 | 0.06% | Q1 2026 | May 01, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 7,150 | 1,790 | 0.03% | 0.02% | 192 | +9 | 0.13% | Q1 2026 | May 08, 2026 |
| TRUIST FINANCIAL CORP | History | Added to | 7,130 | 1,785 | 0.0% | 0.0% | 193 | +99 | 1.41% | Q1 2026 | Apr 27, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 6,800 | 1,703 | 0.05% | 0.05% | 194 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 6,598 | 1,652 | 0.02% | 0.02% | 195 | +182 | 2.84% | Q1 2026 | Apr 29, 2026 |
| VISTA INVESTMENT PARTNERS II, LLC | History | Reduced | 6,517 | 1,632 | 0.73% | 0.73% | 196 | -5 | -0.08% | Q1 2026 | Apr 23, 2026 |
| SVB WEALTH LLC | History | Reduced | 6,507 | 1,629 | 0.11% | 0.13% | 198 | -2,165 | -24.97% | Q1 2026 | Apr 17, 2026 |
| Tidal Investments LLC | History | Added to | 6,504 | 1,629 | 0.0% | 0.0% | 197 | +492 | 8.18% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 6,452 | 1,616 | 0.01% | 0.01% | 199 | +107 | 1.69% | Q1 2026 | May 15, 2026 |
| HighTower Advisors, LLC | History | Reduced | 6,388 | 1,600 | 0.0% | 0.0% | 200 | -2,339 | -26.8% | Q1 2026 | May 05, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 5,938 | 1,487 | 0.0% | 0.01% | 201 | -3,417 | -36.53% | Q1 2026 | Apr 22, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 5,880 | 1,472 | 0.05% | 0.05% | 202 | +31 | 0.53% | Q1 2026 | May 13, 2026 |
| Neuberger Berman Group LLC | History | Added to | 5,785 | 1,449 | 0.0% | 0.0% | 203 | +1,185 | 25.76% | Q1 2026 | May 14, 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC | History | Reduced | 5,739 | 1,437 | 0.01% | 0.01% | 204 | -101 | -1.73% | Q1 2026 | May 12, 2026 |
| Kingsview Wealth Management, LLC | History | Added to | 5,719 | 1,432 | 0.02% | 0.02% | 205 | +12 | 0.21% | Q1 2026 | May 12, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 5,691 | 1,425 | 0.01% | 0.01% | 206 | -283 | -4.74% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,631 | 1,410 | 0.01% | 0.02% | 207 | -3,050 | -35.13% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 5,419 | 1,357 | 0.01% | 0.01% | 208 | -161 | -2.89% | Q1 2026 | May 08, 2026 |
| QSV Equity Investors LLC | History | No change | 5,192 | 1,341 | 1.98% | 1.98% | 209 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Caprock Group, LLC | History | Added to | 5,333 | 1,336 | 0.03% | 0.02% | 210 | +2,329 | 77.53% | Q1 2026 | May 11, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 5,269 | 1,319 | 0.02% | 0.02% | 211 | +319 | 6.44% | Q1 2026 | May 11, 2026 |
| TOWNSQUARE CAPITAL LLC | History | Added to | 5,237 | 1,311 | 0.3% | 0.3% | 212 | +54 | 1.04% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | New | 5,220 | 1,307 | 0.01% | — | 213 | +5,220 | New | Q1 2026 | May 11, 2026 |
| Vise Technologies, Inc. | History | No change | 5,055 | 1,306 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Reduced | 5,087 | 1,274 | 0.03% | 0.03% | 215 | -708 | -12.22% | Q1 2026 | May 13, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 5,077 | 1,271 | 0.0% | 0.0% | 216 | +379 | 8.07% | Q1 2026 | Apr 22, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,065 | 1,268 | 0.0% | 0.0% | 217 | +2 | 0.04% | Q1 2026 | Apr 30, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Reduced | 5,000 | 1,252 | 0.0% | 0.0% | 218 | -5,476 | -52.27% | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Reduced | 4,437 | 1,247 | 0.07% | 0.16% | 219 | -4,728 | -51.59% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 4,928 | 1,234 | 0.0% | 0.0% | 220 | -1,204 | -19.63% | Q1 2026 | May 08, 2026 |
| DIXON FNANCIAL SERVICES, INC. | History | No change | 4,857 | 1,216 | 0.55% | 0.56% | 221 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 4,778 | 1,196 | 0.01% | 0.01% | 222 | +1,914 | 66.83% | Q1 2026 | May 15, 2026 |
| Sendero Wealth Management, LLC | History | Added to | 4,572 | 1,145 | 0.13% | 0.11% | 223 | +575 | 14.39% | Q1 2026 | Apr 22, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Reduced | 4,429 | 1,124 | 0.0% | 0.0% | 224 | -1,159 | -20.74% | Q1 2026 | Apr 08, 2026 |
| JAMES INVESTMENT RESEARCH, INC. | History | Reduced | 4,476 | 1,121 | 0.13% | 0.13% | 225 | -123 | -2.67% | Q1 2026 | Apr 24, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Added to | 4,470 | 1,119 | 0.01% | 0.01% | 226 | +80 | 1.82% | Q1 2026 | May 11, 2026 |
| Quantum Private Wealth, LLC | History | No change | 4,470 | 1,119 | 0.35% | 0.34% | 227 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 4,461 | 1,117 | 0.0% | 0.0% | 228 | -3,696 | -45.31% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 4,379 | 1,096 | 0.0% | 0.0% | 229 | +382 | 9.56% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 4,176 | 1,046 | 0.0% | 0.0% | 230 | -685 | -14.09% | Q1 2026 | Apr 16, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 4,076 | 1,020 | 0.05% | 0.05% | 231 | -86 | -2.07% | Q1 2026 | May 11, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,015 | 1,005 | 0.01% | 0.01% | 232 | +226 | 5.96% | Q1 2026 | May 14, 2026 |
| ELCO Management Co., LLC | History | No change | 4,000 | 1,001 | 0.48% | 0.65% | 233 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Impact Capital Partners LLC | History | Added to | 3,976 | 995 | 0.3% | 0.29% | 234 | +149 | 3.89% | Q1 2026 | Apr 10, 2026 |
| Schonfeld Strategic Advisors LLC | History | Reduced | 3,971 | 994 | 0.01% | 0.04% | 235 | -32,442 | -89.09% | Q1 2026 | May 15, 2026 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | History | Added to | 3,962 | 992 | 0.01% | 0.01% | 236 | +1,035 | 35.36% | Q1 2026 | May 07, 2026 |
| Curated Wealth Partners LLC | History | Reduced | 3,958 | 991 | 0.12% | 0.11% | 237 | -31 | -0.78% | Q1 2026 | Apr 09, 2026 |
| XPONANCE LLC | History | Added to | 3,924 | 982 | 0.01% | 0.01% | 238 | +882 | 28.99% | Q1 2026 | May 13, 2026 |
| Dana Investment Advisors, Inc. | History | Added to | 3,865 | 968 | 0.03% | 0.03% | 239 | +161 | 4.35% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 3,854 | 965 | 0.0% | 0.0% | 240 | -8,257 | -68.18% | Q1 2026 | May 06, 2026 |
| Orion Porfolio Solutions, LLC | History | Added to | 3,833 | 960 | 0.01% | 0.01% | 241 | +66 | 1.75% | Q1 2026 | May 13, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 3,750 | 939 | 0.01% | 0.02% | 242 | -2,705 | -41.91% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 3,692 | 924 | 0.0% | 0.0% | 243 | +2,177 | 143.7% | Q1 2026 | May 14, 2026 |
| WESBANCO BANK INC | History | No change | 3,651 | 914 | 0.03% | 0.03% | 244 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Avior Wealth Management, LLC | History | Reduced | 3,646 | 913 | 0.03% | 0.03% | 245 | -197 | -5.13% | Q1 2026 | Apr 09, 2026 |
| Entropy Technologies, LP | History | Added to | 3,583 | 897 | 0.04% | 0.03% | 246 | +1,669 | 87.2% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 3,373 | 871 | 0.05% | 0.05% | 247 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| MGB Wealth Management, LLC | History | No change | 3,143 | 812 | 0.23% | 0.23% | 248 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Apollon Wealth Management, LLC | History | Reduced | 3,225 | 807 | 0.01% | 0.01% | 249 | -32 | -0.98% | Q1 2026 | Apr 22, 2026 |
| CONNABLE OFFICE INC | History | No change | 3,212 | 804 | 0.08% | 0.08% | 250 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Ausbil Investment Management Ltd | History | No change | 3,099 | 786 | 0.39% | 0.45% | 251 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Freestone Grove Partners LP | History | Added to | 3,074 | 769 | 0.01% | 0.0% | 252 | +2,257 | 276.25% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 3,050 | 763 | 0.0% | 0.0% | 253 | +484 | 18.86% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 3,004 | 752 | 0.02% | 0.02% | 254 | +243 | 8.8% | Q1 2026 | May 13, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | Added to | 2,933 | 734 | 0.0% | 0.0% | 255 | +23 | 0.79% | Q1 2026 | May 14, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 2,912 | 729 | 0.01% | 0.01% | 256 | -440 | -13.13% | Q1 2026 | Apr 23, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 2,820 | 728 | 0.0% | 0.0% | 257 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Ethic Inc. | History | Reduced | 2,903 | 727 | 0.01% | 0.02% | 258 | -1,334 | -31.48% | Q1 2026 | Apr 27, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 2,808 | 703 | 0.0% | 0.01% | 259 | -2,115 | -42.96% | Q1 2026 | May 05, 2026 |
| BTC Capital Management, Inc. | History | Added to | 2,797 | 700 | 0.05% | 0.04% | 260 | +337 | 13.7% | Q1 2026 | Apr 20, 2026 |
| D.A. DAVIDSON & CO. | History | No change | 2,786 | 697 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Daiwa Securities Group Inc. | History | Added to | 2,780 | 696 | 0.0% | 0.0% | 262 | +580 | 26.36% | Q1 2026 | May 13, 2026 |
| M&T BANK CORP | History | Added to | 2,711 | 679 | 0.0% | 0.0% | 263 | +29 | 1.08% | Q1 2026 | May 12, 2026 |
| Meeder Advisory Services, Inc. | History | Reduced | 2,668 | 668 | 0.03% | 0.04% | 264 | -498 | -15.73% | Q1 2026 | May 07, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Added to | 2,635 | 659 | 0.0% | 0.0% | 265 | +16 | 0.61% | Q1 2026 | Apr 27, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 2,628 | 658 | 0.05% | 0.11% | 266 | -3,049 | -53.71% | Q1 2026 | Apr 28, 2026 |
| MGO ONE SEVEN LLC | History | Added to | 2,583 | 646 | 0.01% | 0.01% | 267 | +218 | 9.22% | Q1 2026 | May 14, 2026 |
| EntryPoint Capital, LLC | History | No change | 2,531 | 633 | 0.19% | 0.25% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ASSETMARK, INC | History | Added to | 2,503 | 626 | 0.0% | 0.0% | 269 | +220 | 9.64% | Q1 2026 | May 06, 2026 |
| Maridea Wealth Management LLC | History | Added to | 2,444 | 612 | 0.09% | 0.08% | 271 | +320 | 15.07% | Q1 2026 | Apr 21, 2026 |
| Mutual Advisors, LLC | History | Added to | 2,444 | 612 | 0.01% | 0.01% | 270 | +45 | 1.88% | Q1 2026 | May 01, 2026 |
| Everhart Financial Group, Inc. | History | Reduced | 2,368 | 593 | 0.05% | 0.06% | 272 | -202 | -7.86% | Q1 2026 | Apr 09, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 2,334 | 584 | 0.0% | 0.0% | 273 | -81 | -3.35% | Q1 2026 | May 15, 2026 |
| HB Wealth Management, LLC | History | Reduced | 2,335 | 584 | 0.0% | 0.0% | 274 | -49 | -2.06% | Q1 2026 | Apr 27, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 2,323 | 581 | 0.02% | 0.02% | 275 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| COLDSTREAM CAPITAL MANAGEMENT INC | History | Added to | 2,315 | 579 | 0.01% | 0.01% | 276 | +115 | 5.23% | Q1 2026 | May 08, 2026 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | History | Added to | 2,307 | 577 | 0.01% | 0.01% | 277 | +11 | 0.48% | Q1 2026 | Apr 20, 2026 |
| CWM, LLC | History | Added to | 2,292 | 574 | 0.0% | 0.0% | 278 | +39 | 1.73% | Q1 2026 | May 14, 2026 |
| Kera Capital Partners, Inc. | History | Added to | 2,283 | 571 | 0.07% | 0.05% | 280 | +786 | 52.51% | Q1 2026 | May 06, 2026 |
| Baker Ellis Asset Management LLC | History | No change | 2,281 | 571 | 0.07% | 0.07% | 279 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| GAMMA Investing LLC | History | Added to | 2,273 | 569 | 0.03% | 0.02% | 281 | +554 | 32.23% | Q1 2026 | Apr 06, 2026 |
| CenterBook Partners LP | History | New | 2,258 | 565 | 0.03% | — | 282 | +2,258 | New | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 2,176 | 562 | 0.0% | 0.0% | 283 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| BROWN ADVISORY INC | History | Added to | 2,195 | 549 | 0.0% | 0.0% | 284 | +93 | 4.42% | Q1 2026 | May 15, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 2,131 | 533 | 0.0% | 0.0% | 285 | -540 | -20.22% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | New | 2,083 | 521 | 0.0% | — | 286 | +2,083 | New | Q1 2026 | May 15, 2026 |
| Erste Asset Management GmbH | History | Reduced | 2,100 | 518 | 0.0% | 0.01% | 288 | -200 | -8.7% | Q1 2026 | May 11, 2026 |
| MERITAGE PORTFOLIO MANAGEMENT | History | No change | 2,005 | 518 | 0.03% | 0.03% | 287 | 0 | 0.0% | Q4 2025 | Jan 27, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 2,064 | 516 | 0.05% | — | 289 | +2,064 | New | Q1 2026 | May 15, 2026 |
| Sylvest Advisors, LLC | History | No change | 2,000 | 500 | 0.27% | 0.28% | 290 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 1,960 | 492 | 0.0% | 0.0% | 291 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Argos Wealth Advisors, LLC | History | No change | 1,963 | 491 | 0.14% | 0.14% | 292 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 1,866 | 467 | 0.0% | 0.0% | 293 | -1,800 | -49.1% | Q1 2026 | May 15, 2026 |
| Swiss Life Asset Management Ltd | History | Reduced | 1,867 | 467 | 0.0% | 0.0% | 294 | -554 | -22.88% | Q1 2026 | May 14, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 1,853 | 464 | 0.08% | — | 295 | +1,853 | New | Q1 2026 | May 15, 2026 |
| Steward Partners Investment Advisory, LLC | History | Reduced | 1,852 | 463 | 0.0% | 0.0% | 296 | -98 | -5.03% | Q1 2026 | May 08, 2026 |
| NewEdge Advisors, LLC | History | Reduced | 1,830 | 458 | 0.0% | 0.0% | 297 | -577 | -23.97% | Q1 2026 | Jun 02, 2026 |
| GREAT VALLEY ADVISOR GROUP, INC. | History | Added to | 1,800 | 450 | 0.01% | 0.01% | 298 | +277 | 18.19% | Q1 2026 | May 11, 2026 |
| Quantbot Technologies LP | History | Reduced | 1,795 | 449 | 0.02% | 0.03% | 299 | -1,542 | -46.21% | Q1 2026 | May 13, 2026 |
| Ashton Thomas Private Wealth, LLC | History | Added to | 1,793 | 449 | 0.01% | 0.01% | 300 | +941 | 110.45% | Q1 2026 | May 11, 2026 |