SAIA INC - SAIA
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 | 2,389,103 | 839,244 | 0.01% | 0.01% | 1 | +60,492 | 2.6% | Q1 2026 | May 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Added to | 2,499,330 | 816,081 | 0.26% | 0.24% | 2 | +185,150 | 8.0% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 2,320,680 | 815,210 | 0.09% | 0.06% | 3 | +521,839 | 29.01% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 2,451,650 | 800,512 | 0.01% | 0.01% | 4 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,195,689 | 420,021 | 0.01% | — | 5 | +1,195,689 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,097,220 | 385,431 | 0.02% | — | 6 | +1,097,220 | New | Q1 2026 | May 08, 2026 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | History | Reduced | 986,821 | 346,650 | 1.02% | 0.96% | 7 | -103,965 | -9.53% | Q1 2026 | May 14, 2026 |
| STATE STREET CORP | History | Added to | 826,001 | 290,157 | 0.01% | 0.01% | 8 | +14,433 | 1.78% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 807,731 | 283,740 | 0.02% | 0.02% | 9 | +36,033 | 4.67% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 804,284 | 282,528 | 0.2% | 0.18% | 10 | +63,486 | 8.57% | Q1 2026 | May 13, 2026 |
| WASATCH ADVISORS LP | History | Reduced | 708,880 | 249,015 | 1.65% | 1.42% | 11 | -25,325 | -3.45% | Q1 2026 | Apr 21, 2026 |
| Invesco Ltd. | History | Reduced | 689,722 | 242,285 | 0.04% | 0.05% | 12 | -234,190 | -25.35% | Q1 2026 | May 12, 2026 |
| Capital World Investors | History | Added to | 555,352 | 195,084 | 0.03% | 0.02% | 13 | +148,087 | 36.36% | Q1 2026 | May 13, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 513,390 | 180,385 | 0.01% | 0.01% | 14 | +15,446 | 3.1% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 490,396 | 164,778 | 0.01% | 0.01% | 15 | -79,522 | -13.95% | Q1 2026 | May 13, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 454,986 | 159,800 | 0.03% | 0.03% | 16 | -22,263 | -4.66% | Q1 2026 | May 07, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 447,654 | 157,252 | 0.11% | 0.06% | 17 | +283,017 | 171.9% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Reduced | 439,836 | 154,505 | 0.24% | 0.23% | 18 | -19,268 | -4.2% | Q1 2026 | May 06, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 387,501 | 135,874 | 0.14% | 0.08% | 19 | +134,481 | 53.15% | Q1 2026 | May 12, 2026 |
| Neuberger Berman Group LLC | History | Added to | 383,417 | 134,686 | 0.1% | 0.07% | 20 | +99,858 | 35.22% | Q1 2026 | May 14, 2026 |
| FIL Ltd | History | Reduced | 382,500 | 134,364 | 0.1% | 0.15% | 21 | -242,500 | -38.8% | Q1 2026 | May 15, 2026 |
| NORGES BANK | History | No change | 399,397 | 130,411 | 0.01% | 0.01% | 22 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| JANUS HENDERSON GROUP PLC | History | Reduced | 322,397 | 113,249 | 0.05% | 0.05% | 23 | -3,248 | -1.0% | Q1 2026 | May 18, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 308,420 | 108,341 | 0.02% | 0.01% | 24 | +175,844 | 132.64% | Q1 2026 | May 15, 2026 |
| Slate Path Capital LP | History | New | 308,000 | 108,194 | 1.61% | — | 25 | +308,000 | New | Q1 2026 | May 15, 2026 |
| Holocene Advisors, LP | History | Added to | 297,378 | 104,462 | 0.25% | 0.02% | 26 | +268,032 | 913.35% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 288,842 | 101,464 | 0.02% | 0.01% | 27 | +21,427 | 8.01% | Q1 2026 | May 15, 2026 |
| DRIEHAUS CAPITAL MANAGEMENT LLC | History | Added to | 257,963 | 90,617 | 0.67% | 0.32% | 28 | +111,478 | 76.1% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 255,351 | 89,699 | 0.0% | 0.01% | 29 | -153,360 | -37.52% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 235,853 | 82,850 | 0.01% | 0.01% | 30 | +9,121 | 4.02% | Q1 2026 | May 14, 2026 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | History | Added to | 227,777 | 80,014 | 0.14% | 0.04% | 31 | +151,778 | 199.71% | Q1 2026 | May 15, 2026 |
| FRONTIER CAPITAL MANAGEMENT CO LLC | History | Reduced | 182,492 | 64,105 | 0.66% | 0.64% | 32 | -2,226 | -1.21% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 178,439 | 62,682 | 0.03% | 0.01% | 33 | +114,123 | 177.44% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 178,389 | 62,664 | 0.01% | 0.01% | 34 | +5,494 | 3.18% | Q1 2026 | May 15, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 171,590 | 60,276 | 0.01% | 0.01% | 35 | -1,565 | -0.9% | Q1 2026 | May 05, 2026 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | History | New | 170,145 | 59,768 | 0.2% | — | 36 | +170,145 | New | Q1 2026 | May 08, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 167,983 | 59,009 | 0.01% | 0.01% | 37 | -7,393 | -4.22% | Q1 2026 | May 11, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 165,625 | 58,180 | 0.01% | — | 38 | +165,625 | New | Q1 2026 | May 08, 2026 |
| Capital Research Global Investors | History | Reduced | 162,641 | 57,132 | 0.01% | 0.01% | 39 | -13,394 | -7.61% | Q1 2026 | May 13, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Reduced | 157,926 | 55,476 | 0.23% | 0.21% | 40 | -12,240 | -7.19% | Q1 2026 | May 15, 2026 |
| WESTFIELD CAPITAL MANAGEMENT CO LP | History | Reduced | 155,600 | 54,659 | 0.23% | 0.31% | 41 | -73,151 | -31.98% | Q1 2026 | May 11, 2026 |
| Stephens Investment Management Group LLC | History | Added to | 141,326 | 49,644 | 0.68% | 0.54% | 42 | +14,133 | 11.11% | Q1 2026 | Apr 28, 2026 |
| Capital International Investors | History | Reduced | 139,775 | 49,100 | 0.01% | 0.06% | 43 | -975,649 | -87.47% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | New | 135,839 | 47,717 | 0.2% | — | 44 | +135,839 | New | Q1 2026 | May 15, 2026 |
| UBS Group AG | History | Added to | 121,692 | 42,747 | 0.01% | 0.0% | 45 | +79,083 | 185.6% | Q1 2026 | May 05, 2026 |
| Allspring Global Investments Holdings, LLC | History | Reduced | 118,743 | 42,139 | 0.07% | 0.08% | 46 | -28,252 | -19.22% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 119,297 | 41,906 | 0.0% | 0.0% | 47 | +31,323 | 35.6% | Q1 2026 | May 15, 2026 |
| RAYMOND JAMES FINANCIAL INC | History | Reduced | 112,172 | 39,403 | 0.01% | 0.01% | 48 | -427 | -0.38% | Q1 2026 | May 14, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Reduced | 110,857 | 38,941 | 0.05% | 0.08% | 49 | -81,303 | -42.31% | Q1 2026 | May 15, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | Added to | 110,481 | 38,809 | 0.01% | 0.01% | 50 | +2,600 | 2.41% | Q1 2026 | May 04, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 108,258 | 37,596 | 0.02% | 0.0% | 51 | +96,662 | 833.58% | Q1 2026 | May 15, 2026 |
| ZWJ INVESTMENT COUNSEL INC | History | Added to | 104,559 | 36,729 | 1.32% | 1.21% | 52 | +2,011 | 1.96% | Q1 2026 | Apr 24, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 101,162 | 35,536 | 0.01% | 0.01% | 53 | -70,272 | -40.99% | Q1 2026 | May 15, 2026 |
| Life Cycle Investment Partners Ltd | History | Added to | 94,758 | 33,286 | 0.21% | 0.14% | 54 | +35,387 | 59.6% | Q1 2026 | May 12, 2026 |
| LONDON CO OF VIRGINIA | History | Added to | 86,774 | 30,484 | 0.19% | 0.15% | 55 | +8,255 | 10.51% | Q1 2026 | May 15, 2026 |
| SILVERCREST ASSET MANAGEMENT GROUP LLC | History | Reduced | 85,822 | 30,148 | 0.22% | 0.2% | 56 | -1,617 | -1.85% | Q1 2026 | May 15, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 83,176 | 29,217 | 0.03% | 0.03% | 57 | -5,770 | -6.49% | Q1 2026 | May 13, 2026 |
| Ranger Investment Management, L.P. | History | Reduced | 80,188 | 28,168 | 2.04% | 1.81% | 58 | -640 | -0.79% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 78,996 | 27,749 | 0.01% | 0.01% | 59 | +3,312 | 4.38% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | New | 74,300 | 26,100 | 0.03% | — | 60 | +74,300 | New | Q1 2026 | May 14, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 73,452 | 25,802 | 0.0% | 0.0% | 61 | +32,799 | 80.68% | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Reduced | 73,449 | 25,801 | 0.01% | 0.02% | 62 | -58,618 | -44.39% | Q1 2026 | May 11, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 71,977 | 25,284 | 0.02% | 0.02% | 63 | +1,917 | 2.74% | Q1 2026 | May 12, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Added to | 66,378 | 23,317 | 0.04% | 0.01% | 64 | +43,840 | 194.52% | Q1 2026 | May 14, 2026 |
| DF DENT & CO INC | History | New | 64,817 | 22,768 | 0.44% | — | 65 | +64,817 | New | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 64,599 | 22,692 | 0.02% | 0.02% | 66 | +3,672 | 6.03% | Q1 2026 | May 08, 2026 |
| FRED ALGER MANAGEMENT, LLC | History | Added to | 61,307 | 21,535 | 0.09% | 0.02% | 67 | +49,006 | 398.39% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 59,496 | 20,899 | 0.01% | 0.01% | 68 | +2,171 | 3.79% | Q1 2026 | May 04, 2026 |
| WCM INVESTMENT MANAGEMENT, LLC | History | Reduced | 61,566 | 20,686 | 0.05% | 0.04% | 69 | -1,423 | -2.26% | Q1 2026 | May 07, 2026 |
| Nuveen, LLC | History | Added to | 57,314 | 20,133 | 0.01% | 0.0% | 70 | +5,970 | 11.63% | Q1 2026 | Apr 30, 2026 |
| ExodusPoint Capital Management, LP | History | Added to | 57,095 | 20,056 | 0.16% | 0.15% | 71 | +262 | 0.46% | Q1 2026 | May 14, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 55,800 | 19,601 | 0.0% | 0.0% | 72 | +6,872 | 14.05% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Reduced | 55,654 | 19,550 | 0.01% | 0.01% | 73 | -953 | -1.68% | Q1 2026 | May 15, 2026 |
| CIBC Bancorp USA Inc. | History | New | 54,833 | 19,258 | 0.03% | — | 74 | +54,833 | New | Q1 2026 | May 12, 2026 |
| PRIMECAP MANAGEMENT CO/CA/ | History | No change | 54,420 | 19,116 | 0.02% | 0.01% | 75 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 53,388 | 18,754 | 0.19% | 0.24% | 76 | -19,043 | -26.29% | Q1 2026 | May 12, 2026 |
| Swiss National Bank | History | Added to | 52,700 | 18,512 | 0.01% | 0.01% | 77 | +120 | 0.23% | Q1 2026 | May 07, 2026 |
| Qube Research & Technologies Ltd | History | Added to | 51,958 | 18,251 | 0.02% | 0.01% | 78 | +33,480 | 181.19% | Q1 2026 | May 15, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 51,753 | 18,179 | 0.01% | 0.04% | 79 | -182,067 | -77.87% | Q1 2026 | May 15, 2026 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | History | New | 51,000 | 17,915 | 0.03% | — | 80 | +51,000 | New | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 49,151 | 17,265 | 0.06% | 0.05% | 81 | +687 | 1.42% | Q1 2026 | Apr 24, 2026 |
| PALISADE CAPITAL MANAGEMENT, LP | History | Reduced | 49,099 | 17,247 | 0.57% | 0.76% | 82 | -29,016 | -37.15% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Reduced | 45,550 | 16,000 | 0.02% | 0.02% | 83 | -4,362 | -8.74% | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Added to | 45,076 | 15,834 | 0.0% | 0.0% | 84 | +5,307 | 13.34% | Q1 2026 | May 14, 2026 |
| PICTON MAHONEY ASSET MANAGEMENT | History | Reduced | 42,307 | 14,861 | 0.11% | 0.12% | 85 | -4,899 | -10.38% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 42,044 | 14,769 | 0.0% | 0.01% | 86 | -5,726 | -11.99% | Q1 2026 | May 06, 2026 |
| NEXT CENTURY GROWTH INVESTORS LLC | History | Added to | 41,151 | 14,455 | 1.05% | 0.7% | 87 | +10,412 | 33.87% | Q1 2026 | May 14, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 43,625 | 14,244 | 0.02% | 0.02% | 88 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Amundi | History | Reduced | 40,314 | 14,161 | 0.0% | 0.0% | 89 | -9,044 | -18.32% | Q1 2026 | May 15, 2026 |
| Running Oak Capital LLC | History | Reduced | 39,606 | 13,912 | 1.88% | 1.66% | 90 | -886 | -2.19% | Q1 2026 | May 11, 2026 |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM | History | Added to | 36,577 | 12,848 | 0.01% | 0.01% | 91 | +2,033 | 5.89% | Q1 2026 | May 06, 2026 |
| STIFEL FINANCIAL CORP | History | Reduced | 35,621 | 12,513 | 0.01% | 0.01% | 92 | -2,220 | -5.87% | Q1 2026 | May 12, 2026 |
| SEGALL BRYANT & HAMILL, LLC | History | Reduced | 34,964 | 12,282 | 0.18% | 0.22% | 93 | -15,893 | -31.25% | Q1 2026 | May 22, 2026 |
| Legal & General Group Plc | History | Reduced | 34,828 | 12,234 | 0.0% | 0.0% | 94 | -4,223 | -10.81% | Q1 2026 | May 08, 2026 |
| LORD, ABBETT & CO. LLC | History | New | 33,586 | 11,798 | 0.04% | — | 95 | +33,586 | New | Q1 2026 | May 14, 2026 |
| Lighthouse Investment Partners, LLC | History | Added to | 33,487 | 11,763 | 0.41% | 0.04% | 96 | +28,917 | 632.76% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 32,889 | 11,554 | 0.02% | 0.02% | 97 | +901 | 2.82% | Q1 2026 | May 01, 2026 |
| Hudson Bay Capital Management LP | History | New | 30,941 | 10,868 | 0.04% | — | 98 | +30,941 | New | Q1 2026 | May 13, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 30,917 | 10,860 | 0.01% | 0.01% | 99 | +5,810 | 23.14% | Q1 2026 | May 15, 2026 |
| Sagefield Capital LP | History | Added to | 30,384 | 10,673 | 0.77% | 0.66% | 100 | +6,515 | 27.29% | Q1 2026 | May 15, 2026 |
| Pier Capital, LLC | History | Added to | 28,764 | 10,104 | 1.67% | 1.37% | 101 | +2,480 | 9.44% | Q1 2026 | May 14, 2026 |
| Granite Investment Partners, LLC | History | Added to | 27,089 | 9,515 | 0.59% | 0.38% | 102 | +7,494 | 38.24% | Q1 2026 | Apr 30, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 26,993 | 9,482 | 0.02% | 0.01% | 103 | +11,821 | 77.91% | Q1 2026 | May 11, 2026 |
| TRUIST FINANCIAL CORP | History | Reduced | 26,842 | 9,429 | 0.01% | 0.01% | 104 | -3,965 | -12.87% | Q1 2026 | Apr 27, 2026 |
| Interval Partners, LP | History | Reduced | 26,383 | 9,267 | 0.24% | 0.73% | 105 | -98,316 | -78.84% | Q1 2026 | May 15, 2026 |
| Pembroke Management, LTD | History | New | 26,006 | 9,135 | 1.32% | — | 106 | +26,006 | New | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | No change | 25,513 | 8,962 | 0.34% | 0.28% | 107 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Verition Fund Management LLC | History | Added to | 24,948 | 8,763 | 0.06% | 0.01% | 108 | +18,426 | 282.52% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | Reduced | 24,659 | 8,662 | 0.02% | 0.02% | 109 | -1,802 | -6.81% | Q1 2026 | May 08, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 24,578 | 8,633 | 0.01% | — | 110 | +24,578 | New | Q1 2026 | May 08, 2026 |
| Channing Capital Management, LLC | History | Reduced | 24,522 | 8,614 | 0.22% | 0.24% | 111 | -3,808 | -13.44% | Q1 2026 | May 13, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Reduced | 23,804 | 8,361 | 0.1% | 0.08% | 112 | -936 | -3.78% | Q1 2026 | May 07, 2026 |
| BRANT POINT INVESTMENT MANAGEMENT LLC | History | Reduced | 13,858 | 8,340 | 1.08% | 0.56% | 113 | -142 | -1.01% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Added to | 23,155 | 8,133 | 0.0% | 0.0% | 114 | +11,799 | 103.9% | Q1 2026 | May 12, 2026 |
| LPL Financial LLC | History | Added to | 22,786 | 8,004 | 0.0% | 0.0% | 115 | +319 | 1.42% | Q1 2026 | May 06, 2026 |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | History | Added to | 22,403 | 7,873 | 1.04% | 0.96% | 116 | +545 | 2.49% | Q1 2026 | Apr 27, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 22,137 | 7,776 | 0.01% | 0.01% | 117 | +38 | 0.17% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 21,935 | 7,705 | 0.0% | 0.0% | 118 | +291 | 1.34% | Q1 2026 | May 15, 2026 |
| VAN ECK ASSOCIATES CORP | History | Added to | 21,847 | 7,674 | 0.01% | 0.01% | 119 | +767 | 3.64% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Reduced | 21,301 | 7,482 | 0.02% | 0.02% | 120 | -1,043 | -4.67% | Q1 2026 | May 15, 2026 |
| J. Goldman & Co LP | History | Added to | 21,203 | 7,448 | 0.22% | 0.09% | 121 | +10,686 | 101.61% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,819 | 7,313 | 0.01% | 0.01% | 122 | -767 | -3.55% | Q1 2026 | Apr 27, 2026 |
| B. Metzler seel. Sohn & Co. AG | History | Added to | 20,271 | 7,120 | 0.07% | 0.05% | 123 | +1,916 | 10.44% | Q1 2026 | May 08, 2026 |
| SummitTX Capital, L.P. | History | Added to | 20,040 | 7,039 | 0.22% | 0.2% | 124 | +219 | 1.1% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 21,080 | 6,883 | 0.03% | 0.03% | 125 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 19,499 | 6,849 | 0.01% | 0.0% | 126 | +18,191 | 1390.75% | Q1 2026 | May 01, 2026 |
| FEDERATED HERMES, INC. | History | Reduced | 19,151 | 6,727 | 0.01% | 0.01% | 127 | -336 | -1.72% | Q1 2026 | May 11, 2026 |
| Marks Group Wealth Management, Inc | History | Added to | 19,040 | 6,688 | 0.64% | 0.45% | 128 | +4,717 | 32.93% | Q1 2026 | May 05, 2026 |
| Mawer Investment Management Ltd. | History | New | 18,844 | 6,619 | 0.04% | — | 129 | +18,844 | New | Q1 2026 | May 06, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 18,637 | 6,546 | 0.01% | 0.0% | 130 | +109 | 0.59% | Q1 2026 | May 15, 2026 |
| Engineers Gate Manager LP | History | New | 17,914 | 6,292 | 0.08% | — | 131 | +17,914 | New | Q1 2026 | May 15, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 17,235 | 6,054 | 0.02% | 0.02% | 132 | +807 | 4.91% | Q1 2026 | May 14, 2026 |
| Longaeva Partners L.P. | History | New | 17,089 | 6,003 | 0.22% | — | 133 | +17,089 | New | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 15,251 | 5,357 | 0.01% | 0.01% | 134 | +233 | 1.55% | Q1 2026 | May 14, 2026 |
| Janney Montgomery Scott LLC | History | Added to | 15,023 | 5,277 | 0.01% | 0.01% | 135 | +37 | 0.25% | Q1 2026 | Apr 22, 2026 |
| FRANKLIN RESOURCES INC | History | Reduced | 14,917 | 5,240 | 0.0% | 0.0% | 136 | -132 | -0.88% | Q1 2026 | May 13, 2026 |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | History | No change | 15,840 | 5,172 | 0.6% | 0.6% | 137 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CI INVESTMENTS INC. | History | Reduced | 14,447 | 5,074 | 0.02% | 0.03% | 138 | -6,709 | -31.71% | Q1 2026 | May 13, 2026 |
| Shellback Capital, LP | History | New | 13,840 | 4,861 | 0.69% | — | 139 | +13,840 | New | Q1 2026 | May 15, 2026 |
| Vestmark Advisory Solutions, Inc. | History | Added to | 13,709 | 4,815 | 0.05% | 0.06% | 140 | +985 | 7.74% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Added to | 13,107 | 4,604 | 0.02% | 0.02% | 141 | +88 | 0.68% | Q1 2026 | May 14, 2026 |
| Nicholas Investment Partners, LP | History | Added to | 12,610 | 4,429 | 0.32% | 0.05% | 142 | +10,392 | 468.53% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 11,986 | 4,210 | 0.03% | 0.03% | 143 | -216 | -1.77% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 11,547 | 4,056 | 0.03% | 0.03% | 144 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| IMC-Chicago, LLC | History | New | 11,400 | 4,004 | 0.0% | — | 145 | +11,400 | New | Q1 2026 | May 05, 2026 |
| Havemeyer Place LP | History | Added to | 11,342 | 3,984 | 0.46% | 0.17% | 146 | +8,662 | 323.21% | Q1 2026 | May 13, 2026 |
| Pathstone Holdings, LLC | History | Added to | 11,158 | 3,919 | 0.02% | 0.01% | 147 | +141 | 1.28% | Q1 2026 | May 11, 2026 |
| OPPENHEIMER ASSET MANAGEMENT INC. | History | Added to | 10,819 | 3,800 | 0.04% | 0.03% | 148 | +2,948 | 37.45% | Q1 2026 | Apr 23, 2026 |
| SIMPLEX TRADING, LLC | History | Added to | 10,800 | 3,793 | 0.0% | 0.0% | 149 | +9,000 | 500.0% | Q1 2026 | May 14, 2026 |
| Vanguard Global Advisers, LLC | History | New | 10,747 | 3,775 | 0.0% | — | 150 | +10,747 | New | Q1 2026 | May 08, 2026 |
| CIBC WORLD MARKET INC. | History | New | 10,558 | 3,708 | 0.01% | — | 151 | +10,558 | New | Q1 2026 | May 14, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | History | Added to | 10,180 | 3,576 | 0.04% | 0.04% | 152 | +96 | 0.95% | Q1 2026 | May 12, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 10,128 | 3,557 | 0.01% | 0.01% | 153 | +1,552 | 18.1% | Q1 2026 | May 15, 2026 |
| ALGERT GLOBAL LLC | History | New | 9,740 | 3,421 | 0.05% | — | 154 | +9,740 | New | Q1 2026 | May 14, 2026 |
| MML INVESTORS SERVICES, LLC | History | Reduced | 9,739 | 3,420 | 0.01% | 0.01% | 155 | -2,117 | -17.86% | Q1 2026 | May 04, 2026 |
| FIRST NATIONAL BANK OF OMAHA | History | Added to | 10,124 | 3,419 | 0.11% | 0.1% | 156 | +106 | 1.06% | Q1 2026 | May 11, 2026 |
| NATIXIS | History | New | 9,679 | 3,400 | 0.01% | — | 157 | +9,679 | New | Q1 2026 | May 14, 2026 |
| NewEdge Wealth, LLC | History | Reduced | 9,566 | 3,360 | 0.04% | 0.04% | 158 | -1,112 | -10.41% | Q1 2026 | May 13, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 9,492 | 3,334 | 0.01% | 0.01% | 159 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 9,350 | 3,284 | 0.0% | 0.0% | 160 | +5,973 | 176.87% | Q1 2026 | May 14, 2026 |
| Quantinno Capital Management LP | History | Added to | 9,310 | 3,270 | 0.01% | 0.0% | 161 | +3,436 | 58.5% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Reduced | 9,260 | 3,253 | 0.0% | 0.01% | 162 | -10,557 | -53.27% | Q1 2026 | Apr 16, 2026 |
| Dockside LLC | History | Added to | 9,096 | 3,195 | 0.8% | 0.62% | 163 | +1,732 | 23.52% | Q1 2026 | May 08, 2026 |
| ROSENBLUM SILVERMAN SUTTON S F INC /CA | History | Reduced | 9,029 | 3,171 | 0.83% | 0.71% | 164 | -427 | -4.52% | Q1 2026 | May 13, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | New | 8,833 | 3,102 | 0.06% | — | 165 | +8,833 | New | Q1 2026 | Apr 27, 2026 |
| Handelsbanken Fonder AB | History | Added to | 8,818 | 3,098 | 0.01% | 0.01% | 166 | +520 | 6.27% | Q1 2026 | Apr 28, 2026 |
| LINCOLN CAPITAL CORP | History | Added to | 8,547 | 3,002 | 1.1% | 0.49% | 167 | +4,347 | 103.5% | Q1 2026 | Apr 16, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 8,537 | 2,998 | 0.01% | 0.01% | 168 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Richard Bernstein Advisors LLC | History | New | 8,471 | 2,975 | 0.09% | — | 169 | +8,471 | New | Q1 2026 | Apr 22, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 8,077 | 2,837 | 0.01% | 0.01% | 170 | -240 | -2.89% | Q1 2026 | May 14, 2026 |
| GHP Investment Advisors, Inc. | History | Reduced | 8,010 | 2,813 | 0.12% | 0.11% | 171 | -20 | -0.25% | Q1 2026 | Apr 21, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,955 | 2,794 | 0.03% | 0.03% | 172 | -404 | -4.83% | Q1 2026 | Apr 24, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,770 | 2,729 | 0.02% | 0.02% | 173 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Swedbank AB | History | New | 7,750 | 2,722 | 0.0% | — | 174 | +7,750 | New | Q1 2026 | Apr 29, 2026 |
| Creative Planning | History | Added to | 7,741 | 2,719 | 0.0% | 0.0% | 175 | +3,730 | 92.99% | Q1 2026 | May 12, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 7,700 | 2,704 | 0.05% | 0.04% | 176 | +300 | 4.05% | Q1 2026 | Apr 20, 2026 |
| Grantham, Mayo, Van Otterloo & Co. LLC | History | Reduced | 7,652 | 2,687 | 0.01% | 0.01% | 177 | -2,573 | -25.16% | Q1 2026 | May 14, 2026 |
| CAMBIAR INVESTORS LLC | History | New | 7,451 | 2,617 | 0.12% | — | 178 | +7,451 | New | Q1 2026 | May 12, 2026 |
| Arizona State Retirement System | History | Reduced | 7,318 | 2,570 | 0.02% | 0.01% | 179 | -108 | -1.45% | Q1 2026 | May 01, 2026 |
| Emerald Investment Advisers, LLC | History | New | 7,304 | 2,565 | 0.23% | — | 180 | +7,304 | New | Q1 2026 | May 11, 2026 |
| WILSON ASSET MANAGEMENT (INTERNATIONAL) PTY LTD | History | Added to | 7,162 | 2,515 | 0.71% | 0.35% | 181 | +3,000 | 72.08% | Q1 2026 | May 11, 2026 |
| South Dakota Investment Council | History | Reduced | 7,091 | 2,491 | 0.05% | 0.05% | 182 | -1,320 | -15.69% | Q1 2026 | May 18, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Added to | 7,057 | 2,478 | 0.02% | 0.02% | 183 | +537 | 8.24% | Q1 2026 | May 08, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,740 | 2,367 | 0.01% | — | 184 | +6,740 | New | Q1 2026 | May 08, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 6,676 | 2,345 | 0.01% | 0.01% | 185 | +9 | 0.13% | Q1 2026 | May 01, 2026 |
| OAK RIDGE INVESTMENTS LLC | History | Added to | 6,561 | 2,304 | 0.15% | 0.13% | 186 | +93 | 1.44% | Q1 2026 | Apr 30, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 6,386 | 2,243 | 0.01% | 0.01% | 187 | +100 | 1.59% | Q1 2026 | May 04, 2026 |
| HSBC HOLDINGS PLC | History | Added to | 6,441 | 2,239 | 0.0% | 0.0% | 188 | +5,300 | 464.5% | Q1 2026 | Apr 30, 2026 |
| TD ASSET MANAGEMENT INC | History | Reduced | 6,364 | 2,235 | 0.0% | 0.0% | 189 | -5,106 | -44.52% | Q1 2026 | May 11, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | History | Reduced | 6,273 | 2,203 | 0.0% | 0.0% | 190 | -3,417 | -35.26% | Q1 2026 | May 14, 2026 |
| BRIDGES INVESTMENT MANAGEMENT INC | History | Added to | 6,135 | 2,155 | 0.03% | 0.02% | 191 | +2,226 | 56.95% | Q1 2026 | May 04, 2026 |
| Atria Investments, Inc | History | Reduced | 6,081 | 2,136 | 0.02% | 0.02% | 192 | -224 | -3.55% | Q1 2026 | May 05, 2026 |
| Militia Capital Management LLC | History | New | 6,060 | 2,128 | 0.48% | — | 193 | +6,060 | New | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 6,040 | 2,121 | 0.01% | 0.01% | 194 | +160 | 2.72% | Q1 2026 | Apr 29, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 5,969 | 2,096 | 0.03% | 0.02% | 195 | +8 | 0.13% | Q1 2026 | May 08, 2026 |
| Calamos Advisors LLC | History | New | 5,935 | 2,084 | 0.01% | — | 196 | +5,935 | New | Q1 2026 | May 04, 2026 |
| Sanctuary Advisors, LLC | History | Reduced | 5,909 | 2,075 | 0.01% | 0.01% | 197 | -396 | -6.28% | Q1 2026 | May 05, 2026 |
| Tidal Investments LLC | History | Added to | 5,896 | 2,071 | 0.0% | 0.0% | 198 | +837 | 16.54% | Q1 2026 | May 15, 2026 |
| PINEBRIDGE INVESTMENTS LLC | History | New | 5,850 | 2,054 | 0.02% | — | 199 | +5,850 | New | Q1 2026 | May 14, 2026 |
| KING LUTHER CAPITAL MANAGEMENT CORP | History | New | 5,679 | 1,994 | 0.01% | — | 200 | +5,679 | New | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 5,541 | 1,946 | 0.03% | 0.02% | 201 | +187 | 3.49% | Q1 2026 | Apr 29, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 5,494 | 1,929 | 0.01% | 0.01% | 202 | +1,225 | 28.7% | Q1 2026 | May 15, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 5,400 | 1,897 | 0.06% | 0.05% | 203 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Aquatic Capital Management LLC | History | Reduced | 5,297 | 1,860 | 0.05% | 0.11% | 204 | -6,483 | -55.03% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 4,908 | 1,724 | 0.05% | 0.05% | 205 | +25 | 0.51% | Q1 2026 | May 13, 2026 |
| Gradient Investments LLC | History | Reduced | 4,876 | 1,712 | 0.03% | 0.03% | 206 | -192 | -3.79% | Q1 2026 | Apr 13, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 4,731 | 1,662 | 0.1% | — | 207 | +4,731 | New | Q1 2026 | May 08, 2026 |
| US BANCORP \DE\ | History | Reduced | 4,684 | 1,645 | 0.0% | 0.0% | 208 | -337 | -6.71% | Q1 2026 | May 14, 2026 |
| LRT Capital Management, LLC | History | Reduced | 4,524 | 1,589 | 1.48% | 1.45% | 209 | -647 | -12.51% | Q1 2026 | May 15, 2026 |
| Utah Retirement Systems | History | Reduced | 4,320 | 1,517 | 0.02% | 0.01% | 210 | -83 | -1.89% | Q1 2026 | May 15, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Added to | 4,289 | 1,506 | 0.01% | 0.01% | 211 | +57 | 1.35% | Q1 2026 | May 14, 2026 |
| MONTAG A & ASSOCIATES INC | History | New | 4,283 | 1,504 | 0.07% | — | 212 | +4,283 | New | Q1 2026 | Apr 29, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 4,178 | 1,467 | 0.0% | 0.0% | 213 | +279 | 7.16% | Q1 2026 | Apr 22, 2026 |
| OSSIAM | History | No change | 4,147 | 1,456 | 0.03% | 0.03% | 214 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MAVERICK CAPITAL LTD | History | New | 4,030 | 1,415 | 0.02% | — | 215 | +4,030 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 3,998 | 1,404 | 0.0% | 0.01% | 216 | -81,901 | -95.35% | Q1 2026 | May 12, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 3,909 | 1,373 | 0.0% | 0.0% | 217 | +298 | 8.25% | Q1 2026 | May 13, 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC | History | Added to | 3,243 | 1,368 | 0.02% | 0.04% | 218 | +675 | 26.29% | Q1 2026 | May 01, 2026 |
| &PARTNERS | History | Reduced | 3,861 | 1,363 | 0.01% | 0.01% | 219 | -144 | -3.6% | Q1 2026 | May 15, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 3,784 | 1,340 | 0.04% | 0.03% | 220 | +13 | 0.34% | Q1 2026 | Apr 08, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 3,785 | 1,329 | 0.0% | 0.01% | 221 | -504 | -11.75% | Q1 2026 | May 15, 2026 |
| M&T BANK CORP | History | Reduced | 3,649 | 1,281 | 0.0% | 0.01% | 222 | -2,162 | -37.21% | Q1 2026 | May 12, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | History | Added to | 3,640 | 1,278 | 0.0% | 0.0% | 223 | +880 | 31.88% | Q1 2026 | May 15, 2026 |
| TD PRIVATE CLIENT WEALTH LLC | History | Added to | 3,598 | 1,263 | 0.03% | 0.02% | 224 | +183 | 5.36% | Q1 2026 | Apr 27, 2026 |
| Federation des caisses Desjardins du Quebec | History | Reduced | 3,507 | 1,231 | 0.0% | 0.0% | 225 | -448 | -11.33% | Q1 2026 | May 13, 2026 |
| Graham Capital Management, L.P. | History | New | 3,500 | 1,229 | 0.03% | — | 226 | +3,500 | New | Q1 2026 | May 15, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,423 | 1,202 | 0.0% | 0.0% | 227 | +27 | 0.8% | Q1 2026 | Apr 30, 2026 |
| XPONANCE LLC | History | Added to | 3,259 | 1,144 | 0.01% | 0.01% | 228 | +754 | 30.1% | Q1 2026 | May 13, 2026 |
| ALLSTATE CORP | History | New | 3,182 | 1,117 | 0.01% | — | 229 | +3,182 | New | Q1 2026 | May 11, 2026 |
| BOOTHBAY FUND MANAGEMENT, LLC | History | New | 3,009 | 1,057 | 0.01% | — | 230 | +3,009 | New | Q1 2026 | May 15, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 2,818 | 990 | 0.0% | 0.0% | 231 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Mariner, LLC | History | New | 2,734 | 960 | 0.0% | — | 232 | +2,734 | New | Q1 2026 | May 13, 2026 |
| HighTower Advisors, LLC | History | Added to | 2,717 | 954 | 0.0% | 0.0% | 233 | +1,058 | 63.77% | Q1 2026 | May 05, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 2,676 | 940 | 0.0% | 0.0% | 234 | +377 | 16.4% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 2,655 | 932 | 0.01% | 0.01% | 235 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| SHEETS SMITH WEALTH MANAGEMENT | History | Added to | 2,635 | 925 | 0.1% | 0.09% | 236 | +1 | 0.04% | Q1 2026 | Apr 16, 2026 |
| Ensign Peak Advisors, Inc | History | Reduced | 2,618 | 919 | 0.0% | 0.01% | 237 | -6,445 | -71.11% | Q1 2026 | May 13, 2026 |
| Cetera Investment Advisers | History | Reduced | 2,606 | 915 | 0.0% | 0.0% | 238 | -693 | -21.01% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,464 | 865 | 0.0% | 0.0% | 239 | -407 | -14.18% | Q1 2026 | May 08, 2026 |
| PARK AVENUE SECURITIES LLC | History | Reduced | 2,307 | 810 | 0.01% | 0.01% | 240 | -62 | -2.62% | Q1 2026 | Apr 07, 2026 |
| Militia Capital Partners, LP | History | No change | 2,460 | 803 | 0.31% | 0.31% | 241 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Brevan Howard Capital Management LP | History | New | 2,028 | 712 | 0.01% | — | 242 | +2,028 | New | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 1,985 | 697 | 0.11% | — | 243 | +1,985 | New | Q1 2026 | May 15, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | No change | 1,967 | 690 | 0.03% | 0.02% | 244 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Polymer Capital Management (US) LLC | History | New | 1,912 | 671 | 0.07% | — | 245 | +1,912 | New | Q1 2026 | May 13, 2026 |
| Yorktown Management & Research Co Inc | History | No change | 1,840 | 646 | 0.54% | 0.48% | 246 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Walleye Capital LLC | History | Reduced | 1,835 | 644 | 0.0% | 0.03% | 247 | -27,077 | -93.65% | Q1 2026 | May 13, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 1,799 | 631 | 0.02% | 0.01% | 248 | +824 | 84.51% | Q1 2026 | May 13, 2026 |
| Ballentine Partners, LLC | History | Added to | 1,789 | 628 | 0.01% | 0.01% | 249 | +8 | 0.45% | Q1 2026 | May 14, 2026 |
| GW&K Investment Management, LLC | History | Reduced | 1,777 | 624 | 0.01% | 0.01% | 250 | -563 | -24.06% | Q1 2026 | May 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,853 | 619 | 0.0% | 0.0% | 251 | +1,671 | 918.13% | Q1 2026 | May 15, 2026 |
| Legato Capital Management LLC | History | New | 1,759 | 617 | 0.06% | — | 252 | +1,759 | New | Q1 2026 | May 14, 2026 |
| Cerity Partners LLC | History | Added to | 1,738 | 610 | 0.0% | 0.0% | 253 | +1,107 | 175.44% | Q1 2026 | May 15, 2026 |
| Sepio Capital, LP | History | Added to | 1,688 | 592 | 0.03% | 0.03% | 254 | +180 | 11.94% | Q1 2026 | May 13, 2026 |
| Concentric Capital Strategies, LP | History | New | 1,669 | 586 | 0.05% | — | 255 | +1,669 | New | Q1 2026 | May 15, 2026 |
| CastleKnight Management LP | History | Reduced | 1,650 | 579 | 0.01% | 0.04% | 256 | -4,450 | -72.95% | Q1 2026 | May 15, 2026 |
| Northwest & Ethical Investments L.P. | History | Reduced | 1,529 | 568 | 0.01% | 0.01% | 257 | -445 | -22.54% | Q1 2026 | May 13, 2026 |
| Brooklyn Investment Group | History | Added to | 1,594 | 559 | 0.02% | 0.02% | 258 | +571 | 55.82% | Q1 2026 | Apr 29, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 1,563 | 549 | 0.0% | 0.0% | 259 | +298 | 23.56% | Q1 2026 | May 14, 2026 |
| DAVENPORT & Co LLC | History | Reduced | 1,546 | 543 | 0.0% | 0.0% | 260 | -123 | -7.37% | Q1 2026 | Apr 15, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 1,541 | 541 | 0.0% | 0.0% | 261 | -159 | -9.35% | Q1 2026 | May 13, 2026 |
| Global Retirement Partners, LLC | History | No change | 1,658 | 541 | 0.01% | 0.01% | 262 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Icon Wealth Advisors, LLC | History | No change | 1,278 | 539 | 0.03% | 0.03% | 263 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| KMG FIDUCIARY PARTNERS, LLC | History | No change | 1,534 | 538 | 0.04% | 0.04% | 264 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 1,492 | 524 | 0.0% | 0.0% | 265 | -31 | -2.04% | Q1 2026 | Apr 27, 2026 |
| Callan Family Office, LLC | History | Added to | 1,419 | 498 | 0.01% | 0.01% | 266 | +231 | 19.44% | Q1 2026 | May 13, 2026 |
| Maryland State Retirement & Pension System | History | No change | 1,409 | 494 | 0.01% | 0.01% | 267 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| ELEVATION POINT WEALTH PARTNERS, LLC | History | Added to | 1,386 | 486 | 0.01% | 0.02% | 268 | +376 | 37.23% | Q1 2026 | Apr 27, 2026 |
| Quantitative Investment Management, LLC | History | Reduced | 1,383 | 485 | 0.05% | 0.14% | 269 | -3,169 | -69.62% | Q1 2026 | May 15, 2026 |
| EVERGREEN CAPITAL MANAGEMENT LLC | History | Added to | 1,376 | 483 | 0.01% | 0.01% | 270 | +661 | 92.45% | Q1 2026 | May 14, 2026 |
| Crossmark Global Holdings, Inc. | History | Added to | 1,371 | 481 | 0.01% | 0.01% | 271 | +166 | 13.78% | Q1 2026 | May 11, 2026 |
| Hilltop Partners LLC | History | No change | 1,370 | 481 | 0.12% | 0.12% | 272 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Sequoia Financial Advisors, LLC | History | Reduced | 1,358 | 477 | 0.0% | 0.0% | 273 | -327 | -19.41% | Q1 2026 | Apr 30, 2026 |
| DnB Asset Management AS | History | New | 1,337 | 469 | 0.0% | — | 274 | +1,337 | New | Q1 2026 | May 14, 2026 |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | History | Added to | 1,332 | 467 | 0.0% | 0.0% | 275 | +604 | 82.97% | Q1 2026 | May 13, 2026 |
| ATWOOD & PALMER INC | History | No change | 1,325 | 465 | 0.03% | 0.02% | 276 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 1,271 | 446 | 0.0% | 0.0% | 277 | +40 | 3.25% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | Reduced | 1,263 | 443 | 0.01% | 0.01% | 278 | -106 | -7.74% | Q1 2026 | May 01, 2026 |
| LVW Advisors, LLC | History | Reduced | 1,246 | 437 | 0.04% | 0.04% | 279 | -106 | -7.84% | Q1 2026 | Apr 20, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 1,229 | 431 | 0.0% | 0.0% | 280 | +317 | 34.76% | Q1 2026 | May 15, 2026 |
| Mattson Financial Services, LLC | History | Added to | 1,206 | 423 | 0.1% | 0.08% | 281 | +96 | 8.65% | Q1 2026 | May 11, 2026 |
| Impact Capital Partners LLC | History | Reduced | 1,199 | 421 | 0.13% | 0.13% | 282 | -169 | -12.35% | Q1 2026 | Apr 10, 2026 |
| Qsemble Capital Management, LP | History | New | 1,178 | 413 | 0.03% | — | 283 | +1,178 | New | Q1 2026 | May 07, 2026 |
| Alamea Verwaltungs GmbH | History | No change | 1,140 | 400 | 0.3% | 0.26% | 284 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| F/m Investments LLC | History | Reduced | 1,138 | 399 | 0.03% | 0.08% | 285 | -5,484 | -82.81% | Q1 2026 | May 11, 2026 |
| ProShare Advisors LLC | History | Reduced | 1,125 | 395 | 0.0% | 0.0% | 286 | -1 | -0.09% | Q1 2026 | Apr 24, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Reduced | 1,108 | 389 | 0.0% | 0.0% | 287 | -1,270 | -53.41% | Q1 2026 | Apr 29, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 1,095 | 384 | 0.01% | 0.01% | 288 | +12 | 1.11% | Q1 2026 | May 12, 2026 |
| Rehmann Capital Advisory Group | History | Added to | 1,073 | 376 | 0.02% | 0.02% | 289 | +101 | 10.39% | Q1 2026 | May 15, 2026 |
| Indivisible Partners | History | Added to | 1,042 | 366 | 0.03% | 0.03% | 290 | +84 | 8.77% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 1,040 | 365 | 0.01% | 0.0% | 291 | +176 | 20.37% | Q1 2026 | May 01, 2026 |
| Cambridge Investment Research Advisors, Inc. | History | New | 1,017 | 357 | 0.0% | — | 292 | +1,017 | New | Q1 2026 | Apr 30, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 1,013 | 355 | 0.01% | 0.01% | 293 | +265 | 35.43% | Q1 2026 | May 15, 2026 |
| Fifth Third Wealth Advisors LLC | History | Added to | 1,010 | 354 | 0.01% | 0.01% | 294 | +98 | 10.75% | Q1 2026 | Apr 17, 2026 |
| ClearAlpha Technologies LP | History | New | 986 | 346 | 0.71% | — | 295 | +986 | New | Q1 2026 | May 15, 2026 |
| Inspire Investing, LLC | History | Reduced | 979 | 343 | 0.03% | 0.03% | 296 | -13 | -1.31% | Q1 2026 | Apr 23, 2026 |
| Machina Capital S.A.S. | History | New | 974 | 342 | 0.07% | — | 297 | +974 | New | Q1 2026 | May 13, 2026 |
| FULTON BANK, N.A. | History | Added to | 965 | 338 | 0.01% | 0.01% | 298 | +61 | 6.75% | Q1 2026 | Apr 24, 2026 |
| JOURNEY STRATEGIC WEALTH LLC | History | Added to | 950 | 333 | 0.01% | 0.01% | 299 | +72 | 8.2% | Q1 2026 | Apr 15, 2026 |
| Baron Wealth Management LLC | History | No change | 927 | 325 | 0.1% | 0.09% | 300 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| HB Wealth Management, LLC | History | Added to | 924 | 324 | 0.0% | 0.0% | 301 | +279 | 43.26% | Q1 2026 | Apr 27, 2026 |
| MQS Management LLC | History | New | 920 | 323 | 0.22% | — | 302 | +920 | New | Q1 2026 | Apr 23, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 4,688 | 320 | 0.0% | 0.0% | 303 | +3,734 | 391.4% | Q1 2026 | Apr 08, 2026 |
| GLENMEDE TRUST CO NA | History | No change | 967 | 315 | 0.0% | 0.0% | 304 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Sterling Capital Management LLC | History | Reduced | 894 | 314 | 0.01% | 0.01% | 305 | -1,451 | -61.88% | Q1 2026 | Apr 22, 2026 |
| SHELTON CAPITAL MANAGEMENT | History | Reduced | 878 | 308 | 0.01% | 0.01% | 306 | -55 | -5.89% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Added to | 867 | 302 | 0.0% | 0.0% | 307 | +21 | 2.48% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | Added to | 844 | 296 | 0.0% | 0.0% | 308 | +96 | 12.83% | Q1 2026 | May 07, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Reduced | 839 | 294 | 0.11% | 0.67% | 309 | -4,343 | -83.81% | Q1 2026 | Apr 30, 2026 |
| CIBC Asset Management Inc | History | No change | 829 | 291 | 0.0% | 0.0% | 310 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Ipswich Investment Management Co., Inc. | History | No change | 820 | 288 | 0.07% | 0.06% | 311 | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| CWM, LLC | History | Added to | 805 | 282 | 0.0% | 0.0% | 313 | +504 | 167.44% | Q1 2026 | May 14, 2026 |
| PRINCIPAL SECURITIES, INC. | History | Added to | 805 | 282 | 0.0% | 0.0% | 312 | +54 | 7.19% | Q1 2026 | May 13, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 799 | 280 | 0.0% | 0.0% | 314 | -113 | -12.39% | Q1 2026 | May 15, 2026 |
| STEPHENS INC /AR/ | History | Reduced | 796 | 279 | 0.0% | 0.0% | 315 | -83 | -9.44% | Q1 2026 | Apr 28, 2026 |
| Jefferies Financial Group Inc. | History | New | 782 | 274 | 0.0% | — | 316 | +782 | New | Q1 2026 | May 07, 2026 |
| North Dakota State Investment Board | History | Reduced | 779 | 273 | 0.01% | 0.01% | 319 | -164 | -17.39% | Q1 2026 | May 08, 2026 |
| OneDigital Investment Advisors LLC | History | Reduced | 778 | 273 | 0.0% | 0.0% | 317 | -126 | -13.94% | Q1 2026 | May 08, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 779 | 273 | 0.0% | 0.0% | 318 | +5 | 0.65% | Q1 2026 | May 08, 2026 |
| WEALTH ALLIANCE, LLC | History | Added to | 763 | 268 | 0.03% | 0.02% | 320 | +37 | 5.1% | Q1 2026 | May 14, 2026 |
| Thrive Wealth Management, LLC | History | Reduced | 749 | 263 | 0.04% | 0.04% | 321 | -69 | -8.44% | Q1 2026 | Apr 09, 2026 |
| SOUTHPORT MANAGEMENT, L.L.C. | History | No change | 800 | 261 | 0.91% | 0.91% | 322 | 0 | 0.0% | Q4 2025 | Feb 13, 2026 |
| CIM, LLC | History | No change | 740 | 259 | 0.04% | 0.03% | 323 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CONGRESS ASSET MANAGEMENT CO | History | Reduced | 725 | 254 | 0.0% | 0.0% | 324 | -185 | -20.33% | Q1 2026 | Apr 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | Reduced | 716 | 251 | 0.0% | 0.0% | 325 | -166 | -18.82% | Q1 2026 | Apr 30, 2026 |
| TCW GROUP INC | History | New | 709 | 249 | 0.0% | — | 326 | +709 | New | Q1 2026 | May 14, 2026 |
| Orion Porfolio Solutions, LLC | History | Reduced | 683 | 239 | 0.0% | 0.0% | 327 | -763 | -52.77% | Q1 2026 | May 13, 2026 |
| Boomfish Wealth Group, LLC | History | No change | 680 | 238 | 0.13% | 0.12% | 328 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| CAXTON ASSOCIATES LLP | History | Reduced | 675 | 237 | 0.01% | 0.01% | 331 | -235 | -25.82% | Q1 2026 | May 14, 2026 |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | History | Reduced | 668 | 237 | 0.02% | 0.02% | 330 | -43 | -6.05% | Q1 2026 | May 01, 2026 |
| GREENLEAF TRUST | History | Reduced | 676 | 237 | 0.0% | 0.0% | 329 | -21 | -3.01% | Q1 2026 | Apr 27, 2026 |
| Curated Wealth Partners LLC | History | New | 664 | 233 | 0.03% | — | 332 | +664 | New | Q1 2026 | Apr 09, 2026 |
| STRS OHIO | History | Reduced | 637 | 223 | 0.0% | 0.0% | 333 | -1 | -0.16% | Q1 2026 | Apr 24, 2026 |
| GAMMA Investing LLC | History | Added to | 631 | 221 | 0.01% | 0.01% | 334 | +103 | 19.51% | Q1 2026 | Apr 06, 2026 |
| Voleon Capital Management LP | History | Reduced | 629 | 220 | 0.0% | 0.01% | 335 | -1,485 | -70.25% | Q1 2026 | May 15, 2026 |
| Parallel Advisors, LLC | History | Added to | 627 | 220 | 0.0% | 0.0% | 336 | +64 | 11.37% | Q1 2026 | May 07, 2026 |
| Procyon Advisors, LLC | History | Reduced | 628 | 220 | 0.01% | 0.01% | 337 | -30 | -4.56% | Q1 2026 | May 04, 2026 |
| MBB PUBLIC MARKETS I LLC | History | No change | 618 | 217 | 0.03% | 0.02% | 338 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Meiji Yasuda Asset Management Co Ltd. | History | Reduced | 615 | 216 | 0.01% | 0.01% | 339 | -4 | -0.65% | Q1 2026 | May 14, 2026 |
| Cherokee Insurance Co | History | New | 600 | 210 | 0.08% | — | 342 | +600 | New | Q1 2026 | Apr 28, 2026 |
| Walleye Trading LLC | History | Reduced | 600 | 210 | 0.0% | 0.0% | 340 | -302 | -33.48% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Added to | 600 | 210 | 0.0% | 0.0% | 341 | +9 | 1.52% | Q1 2026 | May 15, 2026 |
| Inspire Advisors, LLC | History | New | 597 | 209 | 0.02% | — | 343 | +597 | New | Q1 2026 | May 15, 2026 |
| Eagle Bay Advisors LLC | History | Added to | 594 | 208 | 0.18% | 0.13% | 344 | +50 | 9.19% | Q1 2026 | Apr 24, 2026 |
| State of Wyoming | History | Reduced | 588 | 206 | 0.02% | 0.02% | 345 | -20 | -3.29% | Q1 2026 | May 13, 2026 |
| Sageworth Trust Co | History | New | 575 | 201 | 0.01% | — | 346 | +575 | New | Q1 2026 | Apr 29, 2026 |
| Argent Trust Co | History | New | 573 | 201 | 0.01% | — | 347 | +573 | New | Q1 2026 | May 13, 2026 |
| Arax Advisory Partners | History | Reduced | 561 | 197 | 0.01% | 0.01% | 348 | -107 | -16.02% | Q1 2026 | May 13, 2026 |
| RiverPark Advisors, LLC | History | Added to | 511 | 179 | 0.06% | 0.04% | 349 | +134 | 35.54% | Q1 2026 | May 14, 2026 |
| Freestone Grove Partners LP | History | New | 380 | 133 | 0.0% | — | 350 | +380 | New | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Reduced | 359 | 126 | 0.0% | 0.01% | 351 | -69 | -16.12% | Q1 2026 | May 15, 2026 |
| UMB Bank, n.a. | History | Added to | 349 | 122 | 0.0% | 0.0% | 352 | +47 | 15.56% | Q1 2026 | May 11, 2026 |
| AdvisorNet Financial, Inc | History | Reduced | 341 | 119 | 0.01% | 0.01% | 353 | -5 | -1.45% | Q1 2026 | Apr 17, 2026 |
| ASSETMARK, INC | History | Added to | 332 | 116 | 0.0% | 0.0% | 354 | +19 | 6.07% | Q1 2026 | May 06, 2026 |
| VESTOR CAPITAL, LLC | History | Reduced | 295 | 104 | 0.01% | 0.01% | 355 | -28 | -8.67% | Q1 2026 | May 21, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 306 | 103 | 0.0% | 0.0% | 356 | +51 | 20.0% | Q1 2026 | May 08, 2026 |
| Advisory Services Network, LLC | History | New | 221 | 77 | 0.0% | — | 357 | +221 | New | Q1 2026 | May 15, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 214 | 74 | 0.0% | — | 358 | +214 | New | Q1 2026 | May 13, 2026 |
| HM PAYSON & CO | History | No change | 205 | 71 | 0.0% | 0.0% | 359 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | Added to | 199 | 69 | 0.0% | 0.0% | 360 | +133 | 201.52% | Q1 2026 | May 07, 2026 |
| HARBOUR INVESTMENTS, INC. | History | Added to | 174 | 61 | 0.0% | 0.0% | 361 | +150 | 625.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | New | 174 | 60 | 0.02% | — | 362 | +174 | New | Q1 2026 | May 13, 2026 |
| Annis Gardner Whiting Capital Advisors, LLC | History | Added to | 161 | 56 | 0.01% | 0.01% | 364 | +16 | 11.03% | Q1 2026 | May 06, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Added to | 160 | 56 | 0.0% | 0.0% | 363 | +5 | 3.23% | Q1 2026 | Apr 13, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 148 | 52 | 0.0% | 0.0% | 365 | +4 | 2.78% | Q1 2026 | Apr 07, 2026 |
| Penserra Capital Management LLC | History | Added to | 146 | 51 | 0.0% | 0.0% | 366 | +3 | 2.1% | Q1 2026 | May 11, 2026 |
| Allworth Financial LP | History | Added to | 143 | 50 | 0.0% | 0.0% | 367 | +29 | 25.44% | Q1 2026 | May 14, 2026 |
| Larson Financial Group LLC | History | Reduced | 136 | 47 | 0.0% | 0.0% | 368 | -1 | -0.73% | Q1 2026 | May 15, 2026 |
| Smithfield Trust Co | History | No change | 129 | 45 | 0.0% | 0.0% | 369 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| WHITTIER TRUST CO OF NEVADA INC | History | Reduced | 109 | 40 | 0.0% | 0.0% | 370 | -20 | -15.5% | Q1 2026 | Apr 28, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 109 | 38 | 0.0% | 0.0% | 371 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Reduced | 94 | 33 | 0.0% | 0.0% | 372 | -13 | -12.15% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Added to | 93 | 32 | 0.0% | 0.0% | 374 | +45 | 93.75% | Q1 2026 | Apr 06, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | No change | 92 | 32 | 0.0% | 0.0% | 373 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| AlphaQuest LLC | History | No change | 92 | 30 | 0.0% | 0.0% | 375 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 73 | 25 | 0.0% | 0.0% | 376 | -15 | -17.05% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 73 | 25 | 0.0% | 0.0% | 377 | +3 | 4.29% | Q1 2026 | Apr 07, 2026 |
| Park Place Capital Corp | History | Added to | 69 | 24 | 0.0% | 0.0% | 378 | +8 | 13.11% | Q1 2026 | Apr 09, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 66 | 23 | 0.0% | 0.0% | 379 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 63 | 22 | 0.0% | — | 380 | +61 | 3050.0% | Q1 2026 | May 07, 2026 |
| Root Financial Partners, LLC | History | Added to | 63 | 22 | 0.0% | 0.0% | 382 | +32 | 103.23% | Q1 2026 | Apr 24, 2026 |
| MAI Capital Management | History | Added to | 63 | 22 | 0.0% | 0.0% | 381 | +30 | 90.91% | Q1 2026 | May 15, 2026 |
| DANSKE BANK A/S | History | Reduced | 60 | 21 | 0.0% | 0.0% | 383 | -240 | -80.0% | Q1 2026 | May 12, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 60 | 21 | 0.0% | 0.0% | 384 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Key FInancial Inc | History | No change | 60 | 21 | 0.0% | 0.0% | 385 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| Opal Wealth Advisors, LLC | History | New | 59 | 20 | 0.0% | — | 386 | +59 | New | Q1 2026 | Apr 14, 2026 |
| GROUP ONE TRADING LLC | History | New | 47 | 16 | 0.0% | — | 387 | +47 | New | Q1 2026 | May 13, 2026 |
| MCF Advisors LLC | History | Added to | 43 | 15 | 0.0% | 0.0% | 388 | +11 | 34.38% | Q1 2026 | May 11, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 45 | 15 | 0.0% | 0.0% | 389 | -1 | -2.17% | Q1 2026 | May 15, 2026 |
| ENTRUST FINANCIAL LLC | History | No change | 45 | 15 | 0.01% | 0.01% | 390 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| CX Institutional | History | Added to | 39 | 14 | 0.0% | 0.0% | 392 | +35 | 875.0% | Q1 2026 | Apr 06, 2026 |
| True Wealth Design, LLC | History | Added to | 42 | 14 | 0.0% | 0.0% | 393 | +3 | 7.69% | Q1 2026 | Apr 13, 2026 |
| SRH ADVISORS, LLC | History | No change | 40 | 14 | 0.0% | 0.0% | 391 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| CoreCap Advisors, LLC | History | Added to | 35 | 12 | 0.0% | 0.0% | 395 | +19 | 118.75% | Q1 2026 | Apr 07, 2026 |
| Capital Advisors, Ltd. LLC | History | No change | 35 | 12 | 0.0% | 0.0% | 394 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Blue Trust, Inc. | History | Reduced | 34 | 11 | 0.0% | 0.0% | 397 | -43 | -55.84% | Q1 2026 | Apr 20, 2026 |
| Ancora Advisors LLC | History | No change | 34 | 11 | 0.0% | 0.0% | 396 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 33 | 11 | 0.0% | 0.0% | 398 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SageView Advisory Group, LLC | History | No change | 36 | 11 | 0.0% | 0.0% | 399 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Transamerica Financial Advisors, LLC | History | Added to | 29 | 10 | 0.0% | 0.0% | 401 | +14 | 93.33% | Q1 2026 | May 15, 2026 |
| HUNTINGTON NATIONAL BANK | History | Reduced | 31 | 10 | 0.0% | 0.0% | 400 | -7 | -18.42% | Q1 2026 | May 15, 2026 |
| IFP Advisors, Inc | History | Reduced | 28 | 9 | 0.0% | 0.0% | 402 | -36 | -56.25% | Q1 2026 | Apr 13, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 27 | 9 | 0.0% | — | 403 | +27 | New | Q1 2026 | May 13, 2026 |
| CVA Family Office, LLC | History | New | 25 | 8 | 0.0% | — | 405 | +25 | New | Q1 2026 | Apr 29, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 23 | 8 | 0.0% | 0.0% | 404 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ | History | New | 20 | 7 | 0.0% | — | 410 | +20 | New | Q1 2026 | May 08, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 20 | 7 | 0.0% | 0.0% | 407 | +2 | 11.11% | Q1 2026 | Apr 20, 2026 |
| PRIVATE TRUST CO NA | History | Reduced | 20 | 7 | 0.0% | 0.0% | 406 | -1 | -4.76% | Q1 2026 | Apr 30, 2026 |
| Anchor Investment Management, LLC | History | No change | 22 | 7 | 0.0% | 0.0% | 408 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Pacific Center for Financial Services | History | No change | 21 | 7 | 0.0% | 0.0% | 409 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 19 | 6 | 0.0% | — | 411 | +19 | New | Q1 2026 | May 15, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 18 | 6 | 0.0% | — | 412 | +18 | New | Q1 2026 | May 08, 2026 |
| JNBA Financial Advisors | History | New | 15 | 5 | 0.0% | — | 420 | +15 | New | Q1 2026 | Apr 22, 2026 |
| Fortitude Family Office, LLC | History | Added to | 17 | 5 | 0.0% | 0.0% | 419 | +13 | 325.0% | Q1 2026 | Apr 15, 2026 |
| Bogart Wealth, LLC | History | Added to | 15 | 5 | 0.0% | — | 417 | +12 | 400.0% | Q1 2026 | Apr 28, 2026 |
| Covestor Ltd | History | Reduced | 13 | 5 | 0.0% | 0.0% | 418 | -12 | -48.0% | Q1 2026 | May 05, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Reduced | 15 | 5 | 0.0% | 0.0% | 414 | -2 | -11.76% | Q1 2026 | May 07, 2026 |
| CULLEN/FROST BANKERS, INC. | History | No change | 17 | 5 | 0.0% | 0.0% | 413 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Financial Management Professionals, Inc. | History | No change | 16 | 5 | 0.0% | 0.0% | 415 | 0 | 0.0% | Q1 2026 | Apr 15, 2026 |
| Clearstead Trust, LLC | History | No change | 16 | 5 | 0.0% | 0.0% | 416 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| MATHER GROUP, LLC. | History | New | 14 | 4 | 0.0% | — | 425 | +14 | New | Q1 2026 | Apr 13, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 12 | 4 | 0.0% | — | 426 | +12 | New | Q1 2026 | May 15, 2026 |
| Physician Wealth Advisors, Inc. | History | Added to | 12 | 4 | 0.0% | 0.0% | 421 | +3 | 33.33% | Q1 2026 | Apr 24, 2026 |
| Colonial Trust Co / SC | History | Added to | 13 | 4 | 0.0% | 0.0% | 423 | +1 | 8.33% | Q1 2026 | May 12, 2026 |
| WOLFF WIESE MAGANA LLC | History | No change | 12 | 4 | 0.0% | 0.0% | 422 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Bare Financial Services, Inc | History | No change | 14 | 4 | 0.0% | 0.0% | 424 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ELEVATION WEALTH PARTNERS, LLC | History | New | 9 | 3 | 0.0% | — | 430 | +9 | New | Q1 2026 | Apr 14, 2026 |
| Sachetta, LLC | History | New | 9 | 3 | 0.0% | — | 431 | +9 | New | Q1 2026 | May 01, 2026 |
| Rossby Financial, LCC | History | Added to | 9 | 3 | 0.0% | 0.0% | 429 | +1 | 12.5% | Q1 2026 | May 11, 2026 |
| CENTRAL TRUST Co | History | No change | 10 | 3 | 0.0% | 0.0% | 427 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Bell Investment Advisors, Inc | History | No change | 9 | 3 | 0.0% | 0.0% | 428 | 0 | 0.0% | Q1 2026 | Apr 17, 2026 |
| Clearstead Advisors, LLC | History | Reduced | 7 | 2 | 0.0% | 0.0% | 432 | -564 | -98.77% | Q1 2026 | May 06, 2026 |
| LRI Investments, LLC | History | Reduced | 7 | 2 | 0.0% | 0.01% | 436 | -249 | -97.27% | Q1 2026 | Apr 30, 2026 |
| Torren Management, LLC | History | Reduced | 8 | 2 | 0.0% | 0.02% | 437 | -116 | -93.55% | Q1 2026 | Apr 30, 2026 |
| Raleigh Capital Management Inc. | History | New | 7 | 2 | 0.0% | — | 439 | +7 | New | Q1 2026 | Apr 28, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | Reduced | 6 | 2 | 0.0% | 0.0% | 433 | -1 | -14.29% | Q1 2026 | Apr 30, 2026 |
| Prestige Wealth Management Group LLC | History | Added to | 7 | 2 | 0.0% | 0.0% | 434 | +1 | 16.67% | Q1 2026 | May 13, 2026 |
| DiNuzzo Private Wealth, Inc. | History | No change | 6 | 2 | 0.0% | 0.0% | 435 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| McMillan Office, Inc. | History | No change | 6 | 2 | 0.0% | 0.0% | 438 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Steigerwald, Gordon & Koch Inc. | History | Reduced | 4 | 1 | 0.0% | 0.0% | 441 | -11 | -73.33% | Q1 2026 | Apr 28, 2026 |
| NBT BANK N A /NY | History | New | 5 | 1 | 0.0% | — | 446 | +5 | New | Q1 2026 | Apr 28, 2026 |
| Elequin Capital, LP | History | New | 4 | 1 | 0.0% | — | 448 | +4 | New | Q1 2026 | May 11, 2026 |
| TD Waterhouse Canada Inc. | History | New | 4 | 1 | 0.0% | — | 450 | +4 | New | Q1 2026 | May 12, 2026 |
| Essential Partners LLC | History | Added to | 4 | 1 | 0.0% | — | 445 | +3 | 300.0% | Q1 2026 | May 21, 2026 |
| Vermillion Wealth Management, Inc. | History | New | 3 | 1 | 0.0% | — | 447 | +3 | New | Q1 2026 | Apr 17, 2026 |
| Dunhill Financial, LLC | History | New | 3 | 1 | 0.0% | — | 449 | +3 | New | Q1 2026 | May 06, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 4 | 1 | 0.0% | — | 442 | +2 | 100.0% | Q1 2026 | Apr 23, 2026 |
| Security National Bank | History | No change | 5 | 1 | 0.0% | 0.0% | 440 | 0 | 0.0% | Q1 2026 | Apr 16, 2026 |
| Cromwell Holdings LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 443 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bruce G. Allen Investments, LLC | History | No change | 4 | 1 | 0.0% | 0.0% | 444 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| VIKING GLOBAL INVESTORS LP | History | Closed out | 0 | 0 | — | 0.94% | — | -1,088,582 | -100.0% | Q1 2026 | May 15, 2026 |
| Junto Capital Management LP | History | Closed out | 0 | 0 | — | 1.26% | — | -175,635 | -100.0% | Q1 2026 | May 15, 2026 |
| Squarepoint Ops LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -90,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Anomaly Capital Management, LP | History | Closed out | 0 | 0 | — | 1.01% | — | -86,148 | -100.0% | Q1 2026 | May 15, 2026 |
| Turas Capital Management LP | History | Closed out | 0 | 0 | — | 3.12% | — | -28,460 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Capital Management LLC | History | Closed out | 0 | 0 | — | 0.79% | — | -25,345 | -100.0% | Q1 2026 | May 08, 2026 |
| Edgestream Partners, L.P. | History | Closed out | 0 | 0 | — | 0.22% | — | -24,486 | -100.0% | Q1 2026 | May 18, 2026 |
| BANK OF NOVA SCOTIA | History | Closed out | 0 | 0 | — | 0.01% | — | -23,318 | -100.0% | Q1 2026 | May 14, 2026 |
| Capital International, Inc./CA/ | History | Closed out | 0 | 0 | — | 0.06% | — | -22,982 | -100.0% | Q1 2026 | May 13, 2026 |
| Atom Investors LP | History | Closed out | 0 | 0 | — | 0.49% | — | -19,048 | -100.0% | Q1 2026 | May 15, 2026 |
| Alight Capital Management LP | History | Closed out | 0 | 0 | — | 1.0% | — | -12,000 | -100.0% | Q1 2026 | May 15, 2026 |
| Capital Group Private Client Services, Inc. | History | Closed out | 0 | 0 | — | 0.05% | — | -8,921 | -100.0% | Q1 2026 | May 13, 2026 |
| Man Group plc | History | Closed out | 0 | 0 | — | 0.0% | — | -8,219 | -100.0% | Q1 2026 | May 15, 2026 |
| Hilton Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.17% | — | -6,936 | -100.0% | Q1 2026 | May 14, 2026 |
| GATEWAY INVESTMENT ADVISERS LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -5,253 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Alberta Investment Management Corp | History | Closed out | 0 | 0 | — | 0.01% | — | -4,800 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -4,518 | -100.0% | Q1 2026 | May 06, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Closed out | 0 | 0 | — | 0.09% | — | -3,691 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Capital International Sarl | History | Closed out | 0 | 0 | — | 0.02% | — | -3,397 | -100.0% | Q1 2026 | May 13, 2026 |
| FORA Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -2,621 | -100.0% | Q1 2026 | May 14, 2026 |
| TimesSquare Capital Management, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -2,510 | -100.0% | Q1 2026 | May 07, 2026 |
| WINTON GROUP Ltd | History | Closed out | 0 | 0 | — | 0.03% | — | -2,322 | -100.0% | Q1 2026 | May 12, 2026 |
| AE Wealth Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -2,061 | -100.0% | Q1 2026 | May 13, 2026 |
| Cynosure Group, LLC | History | Closed out | 0 | 0 | — | 0.05% | — | -1,530 | -100.0% | Q1 2026 | May 13, 2026 |
| Twin Tree Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -1,200 | -100.0% | Q1 2026 | May 14, 2026 |
| iSAM Funds (UK) Ltd | History | Closed out | 0 | 0 | — | 0.12% | — | -1,019 | -100.0% | Q1 2026 | May 13, 2026 |
| Heritage Family Offices, LLP | History | Closed out | 0 | 0 | — | 0.14% | — | -928 | -100.0% | Q1 2026 | Apr 08, 2026 |
| DekaBank Deutsche Girozentrale | History | Closed out | 0 | 0 | — | 0.0% | — | -721 | -100.0% | Q1 2026 | May 07, 2026 |
| Oak Thistle LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -713 | -100.0% | Q1 2026 | Apr 10, 2026 |
| AXXCESS WEALTH MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -712 | -100.0% | Q1 2026 | Apr 29, 2026 |
| PRAXIS INVESTMENT MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.01% | — | -700 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -679 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Concurrent Investment Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -650 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Wellspring Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -641 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -636 | -100.0% | Q1 2026 | May 11, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -635 | -100.0% | Q1 2026 | May 15, 2026 |
| Forum Financial Management, LP | History | Closed out | 0 | 0 | — | 0.0% | — | -627 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Diversify Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -618 | -100.0% | Q1 2026 | May 01, 2026 |
| DV Trading LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -300 | -100.0% | Q1 2026 | May 15, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -85 | -100.0% | Q1 2026 | May 15, 2026 |
| NewEdge Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46 | -100.0% | Q1 2026 | May 15, 2026 |
| Itau Unibanco Holding S.A. | History | Closed out | 0 | 0 | — | 0.0% | — | -36 | -100.0% | Q1 2026 | May 15, 2026 |
| Lloyd Advisory Services, LLC. | History | Closed out | 0 | 0 | — | 0.0% | — | -33 | -100.0% | Q1 2026 | May 13, 2026 |
| MASECO LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -21 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Elyxium Wealth, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10 | -100.0% | Q1 2026 | May 06, 2026 |
| Wealth Watch Advisors, INC | History | Closed out | 0 | 0 | — | 0.0% | — | -7 | -100.0% | Q1 2026 | May 15, 2026 |
| Rakuten Securities, Inc. | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 01, 2026 |
| Greenline Wealth Management LLC | History | Closed out | 0 | 0 | — | — | — | -3 | -100.0% | Q1 2026 | May 14, 2026 |
| Rialto Wealth Management, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 14, 2026 |
| Intentional Wealth Strategies, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 05, 2026 |
| Innovative Asset Advisors Group, LLC | History | New | 2 | 0 | — | — | — | +2 | New | Q1 2026 | May 12, 2026 |
| OPTIMA CAPITAL LLC | History | Closed out | 0 | 0 | — | — | — | -2 | -100.0% | Q1 2026 | May 04, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 1 | 0 | — | — | — | -1 | -50.0% | Q1 2026 | Apr 27, 2026 |
| Hughes Financial Services, LLC | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | Apr 29, 2026 |
| Wealth Enhancement Trust Services, Inc. | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 08, 2026 |
| Quaker Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 10, 2026 |
| Bay Harbor Wealth Management, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Quent Capital, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 28, 2026 |
| DecisionPoint Financial, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Nemes Rush Group LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Private Wealth Management Group, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Principia Wealth Advisory, LLC | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| HFM Investment Advisors, LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |