Privia Health Group, Inc. - PRVA
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
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| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Added to | 19,057,910 | 392,021 | 0.01% | 0.01% | 1 | +93,747 | 0.49% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 11,995,970 | 284,424 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FMR LLC | History | Added to | 13,045,542 | 268,346 | 0.01% | 0.01% | 3 | +995,493 | 8.26% | Q1 2026 | May 15, 2026 |
| Durable Capital Partners LP | History | No change | 12,087,843 | 248,646 | 2.56% | 2.71% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 6,281,542 | 129,211 | 0.01% | — | 5 | +6,281,542 | New | Q1 2026 | May 08, 2026 |
| Rubicon Founders LLC | History | Added to | 5,948,664 | 122,364 | 88.92% | 85.47% | 6 | +175,142 | 3.03% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 5,008,823 | 103,031 | 0.0% | — | 7 | +5,008,823 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 4,489,900 | 92,357 | 0.0% | 0.0% | 8 | +219,678 | 5.14% | Q1 2026 | May 15, 2026 |
| Van Berkom & Associates Inc. | History | Added to | 4,053,043 | 83,371 | 2.75% | 2.63% | 9 | +208,787 | 5.43% | Q1 2026 | May 07, 2026 |
| RIVERBRIDGE PARTNERS LLC | History | Reduced | 3,917,948 | 80,592 | 1.97% | 2.04% | 10 | -665,642 | -14.52% | Q1 2026 | Apr 17, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 2,943,493 | 60,547 | 0.01% | 0.01% | 11 | -102,023 | -3.35% | Q1 2026 | May 05, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 2,895,534 | 59,573 | 0.0% | 0.0% | 12 | +81,244 | 2.89% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 2,723,073 | 56,013 | 0.03% | 0.03% | 13 | -64,729 | -2.32% | Q1 2026 | May 04, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 2,406,717 | 49,500 | 0.01% | 0.01% | 14 | +142,679 | 6.3% | Q1 2026 | May 07, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 2,051,659 | 42,202 | 0.01% | 0.01% | 15 | -37,435 | -1.79% | Q1 2026 | May 13, 2026 |
| BlackBarn Capital Partners LP | History | Added to | 1,585,000 | 32,603 | 2.62% | 2.03% | 16 | +285,000 | 21.92% | Q1 2026 | May 15, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 1,478,758 | 30,418 | 0.01% | 0.01% | 17 | -12,385 | -0.83% | Q1 2026 | May 13, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 1,339,950 | 27,562 | 0.0% | 0.0% | 18 | +445,248 | 49.76% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 1,319,106 | 27,134 | 0.0% | 0.0% | 19 | +39,765 | 3.11% | Q1 2026 | May 15, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Reduced | 1,256,178 | 25,839 | 0.0% | 0.0% | 20 | -157,580 | -11.15% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Reduced | 1,177,710 | 24,225 | 0.0% | 0.0% | 21 | -94,072 | -7.4% | Q1 2026 | May 14, 2026 |
| LOOMIS SAYLES & CO L P | History | Reduced | 1,042,100 | 21,435 | 0.03% | 0.03% | 22 | -26,921 | -2.52% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Reduced | 981,919 | 20,198 | 0.0% | 0.0% | 23 | -117,022 | -10.65% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 948,136 | 19,503 | 0.01% | 0.01% | 24 | -152,901 | -13.89% | Q1 2026 | Apr 30, 2026 |
| Freestone Grove Partners LP | History | Reduced | 839,474 | 17,267 | 0.12% | 0.21% | 25 | -373,868 | -30.81% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 799,665 | 16,449 | 0.0% | — | 26 | +799,665 | New | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 776,500 | 15,972 | 0.02% | 0.02% | 27 | +262,500 | 51.07% | Q1 2026 | May 14, 2026 |
| ArrowMark Colorado Holdings LLC | History | Reduced | 775,369 | 15,949 | 0.42% | 0.44% | 28 | -65,897 | -7.83% | Q1 2026 | May 15, 2026 |
| EVENTIDE ASSET MANAGEMENT, LLC | History | No change | 737,694 | 15,174 | 0.25% | 0.27% | 29 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 712,565 | 14,657 | 0.01% | 0.01% | 30 | +9,821 | 1.4% | Q1 2026 | May 15, 2026 |
| ROYCE & ASSOCIATES LP | History | Added to | 667,641 | 13,733 | 0.14% | 0.14% | 31 | +72,000 | 12.09% | Q1 2026 | May 12, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 630,886 | 12,977 | 0.09% | 0.19% | 32 | -526,687 | -45.5% | Q1 2026 | May 15, 2026 |
| C WorldWide Group Holding A/S | History | No change | 610,000 | 12,548 | 0.27% | 0.25% | 33 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Reduced | 606,767 | 12,481 | 0.0% | 0.0% | 34 | -49,086 | -7.48% | Q1 2026 | May 04, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 566,795 | 11,658 | 0.01% | 0.01% | 35 | +290,962 | 105.48% | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 529,613 | 10,894 | 0.0% | 0.0% | 36 | -236,369 | -30.86% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Added to | 475,955 | 9,790 | 0.04% | 0.02% | 37 | +235,866 | 98.24% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 429,873 | 8,842 | 0.0% | 0.0% | 38 | +2,258 | 0.53% | Q1 2026 | May 12, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 413,597 | 8,507 | 0.03% | 0.03% | 39 | +13,739 | 3.44% | Q1 2026 | May 13, 2026 |
| RENAISSANCE GROUP LLC | History | Added to | 407,308 | 8,378 | 0.35% | 0.31% | 40 | +79,338 | 24.19% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 381,785 | 7,853 | 0.0% | 0.0% | 41 | +116,534 | 43.93% | Q1 2026 | May 05, 2026 |
| OMERS ADMINISTRATION Corp | History | Reduced | 368,695 | 7,584 | 0.05% | 0.08% | 42 | -83,896 | -18.54% | Q1 2026 | May 15, 2026 |
| Clearbridge Investments, LLC | History | Reduced | 358,429 | 7,372 | 0.01% | 0.01% | 43 | -10,965 | -2.97% | Q1 2026 | May 13, 2026 |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | History | New | 326,424 | 6,714 | 0.01% | — | 44 | +326,424 | New | Q1 2026 | May 14, 2026 |
| PEREGRINE CAPITAL MANAGEMENT LLC | History | Reduced | 316,718 | 6,514 | 0.24% | 0.24% | 45 | -13,594 | -4.12% | Q1 2026 | Apr 23, 2026 |
| RHUMBLINE ADVISERS | History | Reduced | 300,941 | 6,190 | 0.01% | 0.01% | 46 | -7,940 | -2.57% | Q1 2026 | May 12, 2026 |
| OneDigital Investment Advisors LLC | History | Added to | 300,864 | 6,188 | 0.06% | 0.07% | 47 | +88 | 0.03% | Q1 2026 | May 08, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 294,638 | 6,060 | 0.0% | 0.01% | 48 | -98,479 | -25.05% | Q1 2026 | May 13, 2026 |
| Legal & General Group Plc | History | Reduced | 252,986 | 5,203 | 0.0% | 0.0% | 49 | -22,065 | -8.02% | Q1 2026 | May 08, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Reduced | 246,896 | 5,078 | 0.06% | 0.08% | 50 | -26,476 | -9.68% | Q1 2026 | Apr 23, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 238,066 | 4,896 | 0.0% | 0.0% | 51 | -12,919 | -5.15% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | Added to | 237,948 | 4,894 | 0.02% | 0.02% | 52 | +27,934 | 13.3% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 233,070 | 4,794 | 0.0% | 0.0% | 53 | +105,550 | 82.77% | Q1 2026 | May 15, 2026 |
| Bellevue Group AG | History | Reduced | 226,703 | 4,663 | 0.11% | 0.2% | 54 | -221,460 | -49.42% | Q1 2026 | May 14, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | History | Reduced | 224,102 | 4,609 | 0.0% | 0.0% | 55 | -9,344 | -4.0% | Q1 2026 | May 15, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 206,545 | 4,248 | 0.0% | 0.0% | 56 | +10,321 | 5.26% | Q1 2026 | May 06, 2026 |
| Focus Partners Wealth | History | Reduced | 197,303 | 4,058 | 0.0% | 0.01% | 57 | -3,839 | -1.91% | Q1 2026 | May 14, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 196,515 | 4,042 | 0.0% | 0.0% | 58 | -7,710 | -3.78% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 193,600 | 3,982 | 0.0% | 0.0% | 59 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ | History | New | 189,611 | 3,900 | 0.02% | — | 60 | +189,611 | New | Q1 2026 | Apr 22, 2026 |
| PDT Partners, LLC | History | Reduced | 184,479 | 3,794 | 0.22% | 0.34% | 61 | -37,500 | -16.89% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 187,093 | 3,745 | 0.0% | 0.0% | 62 | +65,076 | 53.33% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 171,290 | 3,523 | 0.05% | 0.08% | 63 | -53,248 | -23.71% | Q1 2026 | May 14, 2026 |
| D. E. Shaw & Co., Inc. | History | Added to | 165,341 | 3,401 | 0.0% | 0.0% | 64 | +125,056 | 310.43% | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 162,576 | 3,344 | 0.0% | 0.0% | 65 | +32,472 | 24.96% | Q1 2026 | May 12, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 158,996 | 3,270 | 0.0% | 0.0% | 66 | -11,625 | -6.81% | Q1 2026 | May 12, 2026 |
| Pier Capital, LLC | History | Reduced | 158,641 | 3,263 | 0.54% | 1.34% | 67 | -196,618 | -55.34% | Q1 2026 | May 14, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 136,421 | 3,234 | 0.0% | 0.0% | 68 | -9,652 | -6.61% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 140,370 | 2,887 | 0.0% | 0.01% | 69 | -320,283 | -69.53% | Q1 2026 | May 13, 2026 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | History | Added to | 143,119 | 2,865 | 0.0% | 0.0% | 70 | +3,081 | 2.2% | Q1 2026 | May 14, 2026 |
| Edgestream Partners, L.P. | History | New | 138,406 | 2,847 | 0.09% | — | 71 | +138,406 | New | Q1 2026 | May 18, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 137,611 | 2,830 | 0.0% | 0.04% | 72 | -1,342,700 | -90.7% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 134,993 | 2,777 | 0.0% | 0.0% | 73 | +24,429 | 22.09% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 130,427 | 2,682 | 0.0% | 0.0% | 74 | +103,503 | 384.43% | Q1 2026 | May 12, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | New | 130,084 | 2,675 | 0.0% | — | 75 | +130,084 | New | Q1 2026 | May 15, 2026 |
| KORNITZER CAPITAL MANAGEMENT INC /KS | History | No change | 124,535 | 2,561 | 0.06% | 0.06% | 76 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 119,395 | 2,455 | 0.0% | 0.0% | 77 | +11,130 | 10.28% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Added to | 113,314 | 2,330 | 0.0% | 0.0% | 78 | +31,076 | 37.79% | Q1 2026 | May 12, 2026 |
| State of New Jersey Common Pension Fund D | History | Added to | 103,020 | 2,119 | 0.01% | 0.01% | 79 | +9,771 | 10.48% | Q1 2026 | May 05, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 101,857 | 2,095 | 0.0% | 0.0% | 80 | +10,965 | 12.06% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 97,164 | 1,998 | 0.0% | — | 81 | +97,164 | New | Q1 2026 | May 08, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Reduced | 96,788 | 1,990 | 0.0% | 0.0% | 82 | -12,136 | -11.14% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Added to | 95,487 | 1,964 | 0.01% | 0.01% | 83 | +60,889 | 175.99% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 95,060 | 1,955 | 0.0% | 0.0% | 84 | -866 | -0.9% | Q1 2026 | May 15, 2026 |
| BARCLAYS PLC | History | Reduced | 90,938 | 1,870 | 0.0% | 0.0% | 85 | -163,902 | -64.32% | Q1 2026 | May 14, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 84,558 | 1,739 | 0.01% | 0.01% | 86 | +43,558 | 106.24% | Q1 2026 | May 14, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 84,310 | 1,734 | 0.0% | 0.0% | 87 | +44,846 | 113.64% | Q1 2026 | May 15, 2026 |
| Advisors Preferred, LLC | History | New | 82,458 | 1,696 | 0.25% | — | 88 | +82,458 | New | Q1 2026 | May 05, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 80,869 | 1,663 | 0.01% | 0.0% | 89 | +80,233 | 12615.25% | Q1 2026 | May 08, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 77,175 | 1,587 | 0.0% | 0.0% | 90 | -2,273 | -2.86% | Q1 2026 | May 01, 2026 |
| Gotham Asset Management, LLC | History | Added to | 76,969 | 1,583 | 0.0% | 0.0% | 91 | +39,974 | 108.05% | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Added to | 74,391 | 1,530 | 0.0% | 0.0% | 92 | +62,981 | 551.98% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 74,012 | 1,522 | 0.0% | 0.0% | 93 | -78,528 | -51.48% | Q1 2026 | May 11, 2026 |
| Cetera Investment Advisers | History | Reduced | 69,737 | 1,434 | 0.0% | 0.0% | 94 | -40,944 | -36.99% | Q1 2026 | May 13, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 58,729 | 1,392 | 0.01% | 0.01% | 95 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| One Capital Management, LLC | History | Added to | 65,538 | 1,348 | 0.04% | 0.03% | 96 | +21,247 | 47.97% | Q1 2026 | May 12, 2026 |
| Future Fund LLC | History | Added to | 65,538 | 1,348 | 0.47% | 0.33% | 97 | +21,247 | 47.97% | Q1 2026 | May 06, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 63,950 | 1,315 | 0.01% | 0.02% | 98 | -1,797 | -2.73% | Q1 2026 | Apr 20, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 63,703 | 1,310 | 0.01% | 0.01% | 99 | -2,816 | -4.23% | Q1 2026 | May 14, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 63,230 | 1,300 | 0.02% | 0.02% | 100 | +313 | 0.5% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Added to | 62,133 | 1,278 | 0.0% | 0.0% | 101 | +17,887 | 40.43% | Q1 2026 | May 06, 2026 |
| Baker Avenue Asset Management, LP | History | New | 61,699 | 1,269 | 0.03% | — | 102 | +61,699 | New | Q1 2026 | May 12, 2026 |
| State of Tennessee, Department of Treasury | History | Added to | 57,304 | 1,178 | 0.0% | 0.0% | 103 | +31,721 | 123.99% | Q1 2026 | May 15, 2026 |
| Integrated Quantitative Investments LLC | History | Reduced | 55,205 | 1,135 | 0.21% | 0.28% | 104 | -43 | -0.08% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 53,348 | 1,097 | 0.0% | 0.0% | 105 | -3,756 | -6.58% | Q1 2026 | Apr 27, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 52,796 | 1,086 | 0.0% | 0.0% | 106 | +3,173 | 6.39% | Q1 2026 | May 12, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 52,398 | 1,077 | 0.0% | 0.0% | 107 | -1,487 | -2.76% | Q1 2026 | May 15, 2026 |
| Robeco Institutional Asset Management B.V. | History | No change | 51,756 | 1,064 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 51,703 | 1,063 | 0.0% | 0.0% | 109 | +38,037 | 278.33% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 51,304 | 1,055 | 0.01% | — | 111 | +51,304 | New | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 51,300 | 1,055 | 0.02% | 0.02% | 110 | -1,700 | -3.21% | Q1 2026 | Apr 20, 2026 |
| Fieldview Capital Management, LLC | History | New | 49,951 | 1,027 | 0.3% | — | 112 | +49,951 | New | Q1 2026 | May 14, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 48,893 | 1,005 | 0.0% | 0.0% | 113 | +4,882 | 11.09% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | New | 48,108 | 989 | 0.0% | — | 114 | +48,108 | New | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | Reduced | 47,810 | 983 | 0.0% | 0.0% | 115 | -16,411 | -25.55% | Q1 2026 | Apr 22, 2026 |
| SG Americas Securities, LLC | History | Added to | 46,574 | 958 | 0.0% | 0.0% | 116 | +23,550 | 102.28% | Q1 2026 | Apr 16, 2026 |
| Vanguard Global Advisers, LLC | History | New | 46,403 | 954 | 0.0% | — | 118 | +46,403 | New | Q1 2026 | May 08, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 46,381 | 954 | 0.05% | — | 117 | +46,381 | New | Q1 2026 | May 15, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 45,280 | 931 | 0.0% | 0.0% | 119 | +5,150 | 12.83% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 44,085 | 906 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 42,918 | 882 | 0.0% | 0.0% | 121 | +3,675 | 9.36% | Q1 2026 | May 11, 2026 |
| STRS OHIO | History | No change | 42,600 | 876 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| S&CO INC | History | No change | 42,000 | 863 | 0.05% | 0.06% | 123 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| COMERICA BANK | History | No change | 35,202 | 834 | 0.0% | 0.0% | 124 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Man Group plc | History | New | 39,322 | 808 | 0.0% | — | 125 | +39,322 | New | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | New | 39,000 | 802 | 0.08% | — | 127 | +39,000 | New | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 39,022 | 802 | 0.0% | 0.0% | 126 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Added to | 38,296 | 787 | 0.0% | 0.0% | 128 | +12,113 | 46.26% | Q1 2026 | May 15, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 38,142 | 784 | 0.0% | 0.0% | 129 | +34,817 | 1047.13% | Q1 2026 | May 01, 2026 |
| BRADLEY FOSTER & SARGENT INC/CT | History | Added to | 37,862 | 778 | 0.01% | 0.01% | 130 | +174 | 0.46% | Q1 2026 | May 15, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 37,851 | 773 | 0.0% | 0.0% | 131 | -46,416 | -55.08% | Q1 2026 | Apr 30, 2026 |
| AVENIR CORP | History | No change | 36,745 | 755 | 0.09% | 0.09% | 132 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| NORGES BANK | History | No change | 31,665 | 750 | 0.0% | 0.0% | 133 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 36,450 | 749 | 0.0% | 0.0% | 134 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 35,927 | 739 | 0.0% | 0.0% | 135 | +24,661 | 218.9% | Q1 2026 | May 13, 2026 |
| Sterling Capital Management LLC | History | Reduced | 34,899 | 717 | 0.01% | 0.04% | 136 | -68,534 | -66.26% | Q1 2026 | Apr 22, 2026 |
| Affiance Financial, LLC | History | No change | 34,742 | 714 | 0.12% | 0.13% | 137 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | New | 34,218 | 703 | 0.0% | — | 138 | +34,218 | New | Q1 2026 | Apr 14, 2026 |
| VARCOV Co. | History | New | 33,652 | 692 | 0.26% | — | 139 | +33,652 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 33,317 | 685 | 0.01% | 0.01% | 140 | -233 | -0.69% | Q1 2026 | May 08, 2026 |
| Quantinno Capital Management LP | History | Added to | 32,707 | 672 | 0.0% | 0.0% | 141 | +13,189 | 67.57% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 32,042 | 659 | 0.01% | 0.01% | 142 | +1,601 | 5.26% | Q1 2026 | Apr 29, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Reduced | 31,863 | 655 | 0.05% | 0.08% | 143 | -9,898 | -23.7% | Q1 2026 | Apr 28, 2026 |
| Summit Global Investments | History | No change | 31,763 | 653 | 0.04% | 0.04% | 144 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 31,409 | 646 | 0.01% | 0.01% | 145 | -381 | -1.2% | Q1 2026 | Apr 24, 2026 |
| Dynamic Technology Lab Private Ltd | History | Added to | 30,512 | 627 | 0.1% | 0.08% | 146 | +15,237 | 99.75% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Added to | 30,198 | 621 | 0.0% | 0.0% | 147 | +17,698 | 141.58% | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | Reduced | 28,977 | 596 | 0.01% | 0.01% | 148 | -3,858 | -11.75% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 28,593 | 588 | 0.0% | 0.0% | 149 | -31 | -0.11% | Q1 2026 | May 01, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 27,947 | 575 | 0.0% | 0.0% | 150 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| MANGROVE PARTNERS IM, LLC | History | New | 27,153 | 558 | 0.05% | — | 152 | +27,153 | New | Q1 2026 | May 15, 2026 |
| SECTORAL ASSET MANAGEMENT INC | History | Added to | 27,136 | 558 | 0.46% | 0.49% | 151 | +1,136 | 4.37% | Q1 2026 | May 15, 2026 |
| Arizona State Retirement System | History | Reduced | 27,028 | 555 | 0.0% | 0.0% | 153 | -335 | -1.22% | Q1 2026 | May 01, 2026 |
| Weiss Asset Management LP | History | New | 26,900 | 553 | 0.01% | — | 154 | +26,900 | New | Q1 2026 | May 15, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | New | 22,083 | 548 | 0.03% | — | 155 | +22,083 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 26,506 | 545 | 0.0% | 0.0% | 156 | -13,129 | -33.12% | Q1 2026 | May 11, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 26,414 | 543 | 0.01% | 0.01% | 157 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 25,915 | 533 | 0.01% | 0.01% | 158 | -17,188 | -39.88% | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 25,454 | 523 | 0.0% | 0.0% | 159 | +16,617 | 188.04% | Q1 2026 | May 15, 2026 |
| BENJAMIN EDWARDS INC | History | Reduced | 24,883 | 511 | 0.01% | 0.01% | 160 | -1,369 | -5.21% | Q1 2026 | May 12, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Added to | 24,647 | 506 | 0.0% | 0.0% | 161 | +6,841 | 38.42% | Q1 2026 | Apr 30, 2026 |
| SEB Asset Management AB | History | New | 24,528 | 504 | 0.0% | — | 162 | +24,528 | New | Q1 2026 | May 07, 2026 |
| State of Wyoming | History | Reduced | 24,106 | 495 | 0.06% | 0.09% | 163 | -9,283 | -27.8% | Q1 2026 | May 13, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 23,944 | 492 | 0.0% | — | 164 | +23,944 | New | Q1 2026 | May 08, 2026 |
| Quantbot Technologies LP | History | New | 23,893 | 491 | 0.02% | — | 165 | +23,893 | New | Q1 2026 | May 13, 2026 |
| Trust Point Inc. | History | Reduced | 23,617 | 485 | 0.04% | 0.05% | 166 | -1,337 | -5.36% | Q1 2026 | Apr 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 22,954 | 472 | 0.0% | 0.0% | 167 | +6,704 | 41.26% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 22,778 | 468 | 0.01% | 0.02% | 168 | +460 | 2.06% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 22,587 | 464 | 0.0% | 0.0% | 169 | -3,837 | -14.52% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | New | 22,414 | 461 | 0.0% | — | 170 | +22,414 | New | Q1 2026 | May 14, 2026 |
| Corient Private Wealth LLC | History | Reduced | 21,984 | 452 | 0.0% | 0.0% | 172 | -2,083 | -8.66% | Q1 2026 | May 15, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 22,000 | 452 | 0.0% | 0.0% | 171 | +1,000 | 4.76% | Q1 2026 | Apr 29, 2026 |
| Handelsbanken Fonder AB | History | No change | 21,700 | 446 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| Pathstone Holdings, LLC | History | Added to | 21,382 | 439 | 0.0% | 0.0% | 174 | +747 | 3.62% | Q1 2026 | May 11, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Reduced | 20,200 | 415 | 0.0% | 0.0% | 175 | -25,700 | -55.99% | Q1 2026 | May 15, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | New | 19,979 | 410 | 0.04% | — | 176 | +19,979 | New | Q1 2026 | May 15, 2026 |
| OP Asset Management Ltd | History | No change | 19,260 | 396 | 0.0% | 0.01% | 177 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 19,016 | 391 | 0.0% | 0.0% | 178 | -578 | -2.95% | Q1 2026 | Apr 27, 2026 |
| DRW Securities, LLC | History | New | 18,947 | 389 | 0.01% | — | 179 | +18,947 | New | Q1 2026 | May 13, 2026 |
| BLAIR WILLIAM & CO/IL | History | Reduced | 18,722 | 385 | 0.0% | 0.0% | 180 | -1,277 | -6.39% | Q1 2026 | May 08, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 18,552 | 381 | 0.01% | 0.01% | 181 | -1,625 | -8.05% | Q1 2026 | May 11, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 18,200 | 374 | 0.01% | 0.01% | 182 | +4,527 | 33.11% | Q1 2026 | May 14, 2026 |
| ProShare Advisors LLC | History | Reduced | 18,101 | 372 | 0.0% | 0.0% | 183 | -4,475 | -19.82% | Q1 2026 | Apr 24, 2026 |
| Mariner, LLC | History | Added to | 17,839 | 366 | 0.0% | 0.0% | 184 | +2,484 | 16.18% | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 16,915 | 347 | 0.01% | 0.01% | 185 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,706 | 343 | 0.0% | 0.0% | 186 | +1,891 | 12.76% | Q1 2026 | May 05, 2026 |
| Whalen Wealth Management Inc. | History | New | 16,629 | 342 | 0.18% | — | 187 | +16,629 | New | Q1 2026 | Apr 13, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Reduced | 16,106 | 331 | 0.0% | 0.01% | 188 | -22,384 | -58.16% | Q1 2026 | May 15, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 16,076 | 330 | 0.0% | 0.0% | 189 | +2,132 | 15.29% | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 15,600 | 320 | 0.0% | 0.0% | 190 | +14,700 | 1633.33% | Q1 2026 | May 14, 2026 |
| Atria Investments, Inc | History | Reduced | 15,534 | 319 | 0.0% | 0.01% | 191 | -4,287 | -21.63% | Q1 2026 | May 05, 2026 |
| Keebeck Wealth Management | History | Added to | 15,397 | 316 | 0.04% | 0.03% | 192 | +3,019 | 24.39% | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 15,271 | 314 | 0.0% | 0.0% | 193 | -13,774 | -47.42% | Q1 2026 | May 04, 2026 |
| Voya Financial Advisors, Inc. | History | Added to | 14,879 | 297 | 0.03% | 0.03% | 194 | +257 | 1.76% | Q1 2026 | May 12, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 14,159 | 291 | 0.0% | 0.0% | 195 | -3,348 | -19.12% | Q1 2026 | Apr 07, 2026 |
| NATIXIS ADVISORS, LLC | History | Reduced | 13,835 | 285 | 0.0% | 0.0% | 196 | -6,517 | -32.02% | Q1 2026 | May 13, 2026 |
| STEPHENS INC /AR/ | History | Added to | 13,828 | 284 | 0.0% | 0.0% | 197 | +18 | 0.13% | Q1 2026 | Apr 28, 2026 |
| Vestcor Inc | History | Reduced | 13,632 | 280 | 0.01% | 0.01% | 198 | -6,006 | -30.58% | Q1 2026 | May 12, 2026 |
| CHOREO, LLC | History | Added to | 13,656 | 280 | 0.0% | 0.0% | 199 | +260 | 1.94% | Q1 2026 | May 12, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 13,232 | 272 | 0.0% | 0.0% | 200 | +17 | 0.13% | Q1 2026 | May 07, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | New | 12,549 | 266 | 0.0% | — | 201 | +12,549 | New | Q1 2026 | Apr 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Reduced | 12,851 | 264 | 0.03% | 0.03% | 202 | -20 | -0.16% | Q1 2026 | May 14, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 12,600 | 259 | 0.0% | 0.0% | 203 | -384 | -2.96% | Q1 2026 | May 08, 2026 |
| Cornerstone Investment Partners, LLC | History | New | 12,575 | 258 | 0.01% | — | 204 | +12,575 | New | Q1 2026 | May 08, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 12,714 | 254 | 0.01% | 0.01% | 205 | -1,681 | -11.68% | Q1 2026 | May 15, 2026 |
| MIRABELLA FINANCIAL SERVICES LLP | History | Added to | 12,302 | 253 | 0.02% | 0.03% | 206 | +860 | 7.52% | Q1 2026 | May 12, 2026 |
| Blueshift Asset Management, LLC | History | Added to | 12,273 | 252 | 0.08% | 0.07% | 207 | +1,627 | 15.28% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 12,187 | 250 | 0.0% | 0.0% | 208 | +5,380 | 79.04% | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 11,922 | 245 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Financiere des Professionnels - Fonds d'investissement inc. | History | New | 11,138 | 229 | 0.01% | — | 210 | +11,138 | New | Q1 2026 | May 06, 2026 |
| XPONANCE LLC | History | Added to | 11,017 | 226 | 0.0% | 0.0% | 211 | +1,837 | 20.01% | Q1 2026 | May 13, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 10,420 | 214 | 0.02% | 0.02% | 212 | -966 | -8.48% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 10,361 | 213 | 0.0% | 0.0% | 213 | +840 | 8.82% | Q1 2026 | May 08, 2026 |
| Swiss Life Asset Management Ltd | History | New | 9,940 | 204 | 0.0% | — | 214 | +9,940 | New | Q1 2026 | May 14, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 9,727 | 200 | 0.0% | 0.0% | 215 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 9,611 | 197 | 0.01% | 0.01% | 216 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| US BANCORP \DE\ | History | Reduced | 9,342 | 192 | 0.0% | 0.0% | 217 | -5,316 | -36.27% | Q1 2026 | May 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 7,973 | 164 | 0.0% | 0.0% | 218 | +3,482 | 77.53% | Q1 2026 | May 15, 2026 |
| Kemnay Advisory Services Inc. | History | Added to | 6,808 | 140 | 0.02% | 0.02% | 219 | +802 | 13.35% | Q1 2026 | May 15, 2026 |
| ASSETMARK, INC | History | Reduced | 6,751 | 138 | 0.0% | 0.0% | 220 | -23 | -0.34% | Q1 2026 | May 06, 2026 |
| New Age Alpha Advisors, LLC | History | Reduced | 5,364 | 110 | 0.01% | 0.01% | 221 | -142 | -2.58% | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 5,048 | 103 | 0.0% | 0.0% | 222 | +90 | 1.82% | Q1 2026 | Apr 30, 2026 |
| AlphaQuest LLC | History | No change | 4,326 | 102 | 0.01% | 0.01% | 223 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| GAMMA Investing LLC | History | Reduced | 4,227 | 86 | 0.0% | 0.01% | 224 | -87 | -2.02% | Q1 2026 | Apr 06, 2026 |
| SIGNATUREFD, LLC | History | Added to | 3,832 | 78 | 0.0% | 0.0% | 225 | +2,470 | 181.35% | Q1 2026 | Apr 07, 2026 |
| KBC Group NV | History | No change | 3,597 | 74 | 0.0% | 0.0% | 226 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Versant Capital Management, Inc | History | Added to | 3,510 | 72 | 0.01% | 0.0% | 227 | +2,207 | 169.38% | Q1 2026 | Apr 06, 2026 |
| Covestor Ltd | History | Reduced | 3,379 | 70 | 0.05% | 0.06% | 228 | -1,530 | -31.17% | Q1 2026 | May 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 3,192 | 65 | 0.0% | 0.0% | 229 | +1,264 | 65.56% | Q1 2026 | May 14, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 2,995 | 62 | 0.0% | 0.0% | 230 | +1,866 | 165.28% | Q1 2026 | May 01, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 2,041 | 43 | 0.0% | 0.0% | 231 | +1,158 | 131.14% | Q1 2026 | May 11, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 2,037 | 41 | 0.0% | 0.0% | 232 | -53,887 | -96.36% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 1,850 | 38 | 0.0% | 0.0% | 233 | +198 | 11.99% | Q1 2026 | May 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,584 | 37 | 0.0% | 0.0% | 234 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Allworth Financial LP | History | Added to | 1,670 | 34 | 0.0% | 0.0% | 235 | +494 | 42.01% | Q1 2026 | May 14, 2026 |
| Park Place Capital Corp | History | No change | 1,617 | 33 | 0.01% | 0.01% | 236 | 0 | 0.0% | Q1 2026 | Apr 09, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 1,382 | 28 | 0.0% | 0.01% | 237 | -3,179 | -69.7% | Q1 2026 | May 11, 2026 |
| BESSEMER GROUP INC | History | Reduced | 1,303 | 27 | 0.0% | 0.0% | 238 | -132 | -9.2% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 1,154 | 27 | 0.0% | 0.0% | 239 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Central Pacific Bank - Trust Division | History | New | 1,258 | 25 | 0.0% | — | 240 | +1,258 | New | Q1 2026 | Apr 07, 2026 |
| Financial Management Professionals, Inc. | History | No change | 984 | 20 | 0.0% | 0.0% | 241 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | No change | 897 | 19 | 0.0% | 0.0% | 242 | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 890 | 18 | 0.0% | 0.0% | 244 | +321 | 56.41% | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 891 | 18 | 0.0% | 0.0% | 243 | +95 | 11.93% | Q1 2026 | May 14, 2026 |
| J.Safra Asset Management Corp | History | Added to | 836 | 17 | 0.0% | 0.0% | 245 | +565 | 208.49% | Q1 2026 | May 04, 2026 |
| Hilltop National Bank | History | New | 702 | 14 | 0.0% | — | 247 | +702 | New | Q1 2026 | Apr 02, 2026 |
| Colonial Trust Co / SC | History | No change | 717 | 14 | 0.0% | 0.0% | 246 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 617 | 13 | 0.0% | 0.0% | 248 | +193 | 45.52% | Q1 2026 | Apr 07, 2026 |
| PRIVATE TRUST CO NA | History | No change | 621 | 12 | 0.0% | 0.0% | 249 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Reduced | 588 | 11 | 0.0% | 0.0% | 250 | -668 | -53.18% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Reduced | 539 | 11 | 0.0% | 0.0% | 251 | -46 | -7.86% | Q1 2026 | May 11, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | No change | 548 | 11 | 0.0% | 0.0% | 252 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | New | 501 | 10 | 0.0% | — | 254 | +501 | New | Q1 2026 | May 07, 2026 |
| Meramec Financial Planners, LLC | History | No change | 439 | 10 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Added to | 469 | 9 | 0.0% | 0.0% | 257 | +155 | 49.36% | Q1 2026 | May 07, 2026 |
| FIRST HORIZON CORP | History | Reduced | 449 | 9 | 0.0% | 0.0% | 255 | -67 | -12.98% | Q1 2026 | Apr 30, 2026 |
| HUNTINGTON NATIONAL BANK | History | Added to | 457 | 9 | 0.0% | 0.0% | 256 | +1 | 0.22% | Q1 2026 | May 15, 2026 |
| Birchwood Financial Partners, Inc. | History | No change | 402 | 8 | 0.01% | 0.01% | 258 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 350 | 7 | 0.0% | — | 260 | +350 | New | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 385 | 7 | 0.0% | 0.0% | 259 | +180 | 87.8% | Q1 2026 | May 07, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 288 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Bell Investment Advisors, Inc | History | Added to | 288 | 5 | 0.0% | — | 263 | +261 | 966.67% | Q1 2026 | Apr 17, 2026 |
| Quarry LP | History | Reduced | 261 | 5 | 0.0% | 0.0% | 264 | -82 | -23.91% | Q1 2026 | May 15, 2026 |
| Essential Partners LLC | History | Added to | 258 | 5 | 0.0% | 0.0% | 265 | +74 | 40.22% | Q1 2026 | May 21, 2026 |
| Cornerstone Planning Group LLC | History | No change | 230 | 5 | 0.0% | 0.0% | 262 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| BAYBAN | History | Reduced | 218 | 4 | 0.0% | 0.02% | 269 | -863 | -79.83% | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Added to | 231 | 4 | 0.0% | — | 267 | +209 | 950.0% | Q1 2026 | Apr 13, 2026 |
| JNBA Financial Advisors | History | New | 199 | 4 | 0.0% | — | 270 | +199 | New | Q1 2026 | Apr 22, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 225 | 4 | 0.0% | 0.0% | 266 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Sound Income Strategies, LLC | History | No change | 201 | 4 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Physician Wealth Advisors, Inc. | History | New | 163 | 3 | 0.0% | — | 272 | +163 | New | Q1 2026 | Apr 24, 2026 |
| Rossby Financial, LCC | History | New | 149 | 3 | 0.0% | — | 273 | +149 | New | Q1 2026 | May 11, 2026 |
| Bare Financial Services, Inc | History | Reduced | 183 | 3 | 0.0% | 0.0% | 271 | -54 | -22.78% | Q1 2026 | May 14, 2026 |
| Rockefeller Capital Management L.P. | History | Reduced | 121 | 2 | 0.0% | 0.0% | 276 | -290 | -70.56% | Q1 2026 | May 14, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 137 | 2 | 0.0% | — | 277 | +137 | New | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 137 | 2 | 0.0% | — | 278 | +137 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 119 | 2 | 0.0% | — | 279 | +119 | New | Q1 2026 | May 08, 2026 |
| Arax Advisory Partners | History | Added to | 107 | 2 | 0.0% | — | 275 | +97 | 970.0% | Q1 2026 | May 13, 2026 |
| Ancora Advisors LLC | History | No change | 103 | 2 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 65 | 1 | 0.0% | 0.0% | 282 | -774 | -92.25% | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | New | 88 | 1 | 0.0% | — | 284 | +88 | New | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 81 | 1 | 0.0% | — | 286 | +81 | New | Q1 2026 | May 15, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 53 | 1 | 0.0% | — | 285 | +53 | New | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 60 | 1 | 0.0% | 0.0% | 283 | -2 | -3.23% | Q1 2026 | Apr 27, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 60 | 1 | 0.0% | 0.0% | 280 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | No change | 60 | 1 | 0.0% | 0.0% | 281 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| GREAT LAKES ADVISORS, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -125,265 | -100.0% | Q1 2026 | May 11, 2026 |
| Rhenman & Partners Asset Management AB | History | Closed out | 0 | 0 | — | 0.28% | — | -125,000 | -100.0% | Q1 2026 | May 14, 2026 |
| AlTi Global, Inc. | History | Closed out | 0 | 0 | — | 0.06% | — | -112,615 | -100.0% | Q1 2026 | May 07, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | Closed out | 0 | 0 | — | 0.0% | — | -74,346 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.18% | — | -28,065 | -100.0% | Q1 2026 | May 14, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -25,451 | -100.0% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -25,251 | -100.0% | Q1 2026 | May 13, 2026 |
| GUIDANCE CAPITAL, INC | History | Closed out | 0 | 0 | — | 0.14% | — | -24,791 | -100.0% | Q1 2026 | May 08, 2026 |
| Bleakley Financial Group, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -18,311 | -100.0% | Q1 2026 | May 04, 2026 |
| Round Rock Advisors LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -16,747 | -100.0% | Q1 2026 | May 15, 2026 |
| BAILARD, INC. | History | Closed out | 0 | 0 | — | 0.01% | — | -15,881 | -100.0% | Q1 2026 | May 11, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -15,609 | -100.0% | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -14,900 | -100.0% | Q1 2026 | May 13, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -13,587 | -100.0% | Q1 2026 | May 15, 2026 |