SOUTHSIDE BANCSHARES INC - SBSI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 4,201,496 | 130,624 | 0.0% | 0.0% | 1 | -73,236 | -1.71% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,031,944 | 61,750 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 1,384,745 | 43,051 | 0.01% | 0.01% | 3 | +7,496 | 0.54% | Q1 2026 | May 07, 2026 |
| STATE STREET CORP | History | Reduced | 1,293,618 | 40,218 | 0.0% | 0.0% | 4 | -14,991 | -1.15% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 1,237,121 | 38,462 | 0.0% | — | 5 | +1,237,121 | New | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 721,414 | 22,430 | 0.0% | 0.0% | 6 | +35,313 | 5.15% | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 589,051 | 18,313 | 0.0% | — | 7 | +589,051 | New | Q1 2026 | May 08, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 440,146 | 13,684 | 0.02% | 0.02% | 8 | -20,300 | -4.41% | Q1 2026 | May 14, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 394,820 | 12,274 | 0.01% | 0.01% | 9 | +230,473 | 140.24% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 389,867 | 12,120 | 0.0% | 0.0% | 10 | -16,010 | -3.94% | Q1 2026 | May 15, 2026 |
| JANE STREET GROUP, LLC | History | New | 367,897 | 11,437 | 0.0% | — | 11 | +367,897 | New | Q1 2026 | May 12, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 355,404 | 11,049 | 0.0% | 0.0% | 12 | +3,691 | 1.05% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Reduced | 343,326 | 10,674 | 0.01% | 0.01% | 13 | -5,339 | -1.53% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 319,226 | 9,924 | 0.0% | 0.0% | 14 | +8,372 | 2.69% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 284,891 | 8,857 | 0.0% | 0.0% | 15 | +21,526 | 8.17% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 260,928 | 8,112 | 0.0% | 0.0% | 16 | -5,612 | -2.11% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 253,916 | 7,894 | 0.0% | 0.0% | 17 | -5,981 | -2.3% | Q1 2026 | May 12, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 251,764 | 7,827 | 0.0% | 0.0% | 18 | -1,550 | -0.61% | Q1 2026 | May 05, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 244,300 | 7,424 | 0.01% | 0.01% | 19 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| ProShare Advisors LLC | History | Added to | 207,364 | 6,446 | 0.01% | 0.01% | 20 | +7,858 | 3.94% | Q1 2026 | Apr 24, 2026 |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | History | New | 204,750 | 6,365 | 0.02% | — | 21 | +204,750 | New | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 178,762 | 5,557 | 0.0% | — | 22 | +178,762 | New | Q1 2026 | May 08, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 177,258 | 5,436 | 0.0% | 0.0% | 23 | -81,720 | -31.55% | Q1 2026 | May 13, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 153,183 | 4,762 | 0.0% | 0.0% | 24 | +11,398 | 8.04% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 144,098 | 4,480 | 0.09% | 0.04% | 25 | +82,731 | 134.81% | Q1 2026 | May 15, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 135,842 | 4,223 | 0.0% | 0.0% | 26 | +1,119 | 0.83% | Q1 2026 | May 04, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 125,339 | 3,896 | 0.0% | 0.0% | 27 | +7,274 | 6.16% | Q1 2026 | May 15, 2026 |
| THIRD AVENUE MANAGEMENT LLC | History | No change | 116,879 | 3,633 | 0.59% | 0.65% | 28 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | Reduced | 115,132 | 3,579 | 0.0% | 0.0% | 29 | -18,834 | -14.06% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | Added to | 100,298 | 3,118 | 0.02% | 0.02% | 30 | +69,431 | 224.94% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 99,911 | 3,106 | 0.01% | 0.01% | 31 | +1,869 | 1.91% | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 95,063 | 2,955 | 0.0% | 0.0% | 32 | -21,358 | -18.35% | Q1 2026 | May 15, 2026 |
| State of New Jersey Common Pension Fund D | History | No change | 92,388 | 2,872 | 0.01% | 0.01% | 33 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| UBS Group AG | History | Reduced | 91,388 | 2,841 | 0.0% | 0.0% | 34 | -103,981 | -53.22% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 80,572 | 2,504 | 0.0% | 0.0% | 35 | +1,147 | 1.44% | Q1 2026 | May 12, 2026 |
| Parkway Wealth Management Group, LLC | History | Reduced | 74,105 | 2,464 | 0.31% | 0.38% | 36 | -18,684 | -20.14% | Q1 2026 | Apr 20, 2026 |
| MACKENZIE FINANCIAL CORP | History | Added to | 72,729 | 2,261 | 0.0% | 0.0% | 37 | +8,051 | 12.45% | Q1 2026 | May 13, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 70,959 | 2,206 | 0.0% | 0.0% | 38 | +17,088 | 31.72% | Q1 2026 | May 15, 2026 |
| KESTREL INVESTMENT MANAGEMENT CORP | History | Reduced | 69,000 | 2,145 | 1.28% | 1.2% | 39 | -500 | -0.72% | Q1 2026 | May 05, 2026 |
| Legal & General Group Plc | History | Reduced | 65,820 | 2,043 | 0.0% | 0.0% | 40 | -9,438 | -12.54% | Q1 2026 | May 08, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 64,389 | 2,001 | 0.0% | 0.0% | 41 | +1,295 | 2.05% | Q1 2026 | May 13, 2026 |
| Creative Planning | History | Reduced | 63,858 | 1,985 | 0.0% | 0.0% | 42 | -2,856 | -4.28% | Q1 2026 | May 12, 2026 |
| Polaris Capital Management, LLC | History | Added to | 62,944 | 1,956 | 0.16% | 0.16% | 43 | +717 | 1.15% | Q1 2026 | Apr 27, 2026 |
| Pingora Partners LLC | History | No change | 61,745 | 1,919 | 1.14% | 1.15% | 44 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 61,665 | 1,917 | 0.0% | 0.0% | 45 | +419 | 0.68% | Q1 2026 | Apr 30, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 58,043 | 1,804 | 0.0% | 0.0% | 46 | -88,753 | -60.46% | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 57,471 | 1,787 | 0.0% | 0.0% | 47 | +7,545 | 15.11% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 55,818 | 1,735 | 0.0% | 0.0% | 48 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Fisher Asset Management, LLC | History | No change | 53,630 | 1,667 | 0.0% | 0.0% | 49 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| ROYCE & ASSOCIATES LP | History | Reduced | 47,206 | 1,467 | 0.01% | 0.02% | 50 | -3,452 | -6.81% | Q1 2026 | May 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 42,724 | 1,328 | 0.0% | 0.0% | 51 | -20,782 | -32.72% | Q1 2026 | May 11, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 41,378 | 1,286 | 0.0% | 0.0% | 52 | -240 | -0.58% | Q1 2026 | May 13, 2026 |
| PINNACLE ASSOCIATES LTD | History | Added to | 40,670 | 1,264 | 0.02% | 0.01% | 53 | +5,564 | 15.85% | Q1 2026 | Apr 21, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Reduced | 39,223 | 1,219 | 0.0% | 0.0% | 54 | -1,563 | -3.83% | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 37,875 | 1,177 | 0.0% | 0.0% | 55 | +16,306 | 75.6% | Q1 2026 | May 15, 2026 |
| Campbell & CO Investment Adviser LLC | History | Reduced | 34,518 | 1,073 | 0.06% | 0.07% | 56 | -13,072 | -27.47% | Q1 2026 | May 15, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Reduced | 31,128 | 967 | 0.0% | 0.0% | 57 | -5,276 | -14.49% | Q1 2026 | May 14, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 30,121 | 936 | 0.0% | 0.0% | 58 | +4,137 | 15.92% | Q1 2026 | May 06, 2026 |
| WEDGE CAPITAL MANAGEMENT L L P/NC | History | Added to | 28,310 | 880 | 0.02% | 0.02% | 59 | +32 | 0.11% | Q1 2026 | Apr 13, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 28,140 | 855 | 0.0% | 0.0% | 60 | -6,480 | -18.72% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 26,329 | 818 | 0.0% | 0.0% | 61 | -215 | -0.81% | Q1 2026 | May 15, 2026 |
| CANADA LIFE ASSURANCE Co | History | Reduced | 24,573 | 764 | 0.0% | 0.0% | 62 | -2,412 | -8.94% | Q1 2026 | May 14, 2026 |
| Solutions 4 Wealth, Ltd | History | No change | 24,242 | 753 | 1.13% | 1.11% | 63 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Squarepoint Ops LLC | History | Reduced | 21,950 | 682 | 0.0% | 0.0% | 64 | -29,207 | -57.09% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 20,650 | 642 | 0.0% | — | 65 | +20,650 | New | Q1 2026 | May 08, 2026 |
| SEI INVESTMENTS CO | History | New | 20,598 | 640 | 0.0% | — | 66 | +20,598 | New | Q1 2026 | May 13, 2026 |
| Hennion & Walsh Asset Management, Inc. | History | Added to | 19,606 | 609 | 0.02% | 0.02% | 67 | +2,302 | 13.3% | Q1 2026 | May 13, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 18,649 | 580 | 0.0% | 0.0% | 68 | -771 | -3.97% | Q1 2026 | May 01, 2026 |
| FRANKLIN RESOURCES INC | History | New | 18,354 | 570 | 0.0% | — | 69 | +18,354 | New | Q1 2026 | May 13, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 18,240 | 567 | 0.0% | — | 70 | +18,240 | New | Q1 2026 | May 08, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 18,017 | 547 | 0.0% | 0.0% | 71 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| CITIGROUP INC | History | Reduced | 17,559 | 545 | 0.0% | 0.0% | 72 | -4,593 | -20.73% | Q1 2026 | May 11, 2026 |
| MetLife Investment Management, LLC | History | No change | 16,994 | 528 | 0.0% | 0.0% | 73 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 16,536 | 514 | 0.0% | 0.0% | 74 | +16,490 | 35847.83% | Q1 2026 | May 01, 2026 |
| Inspire Investing, LLC | History | Added to | 16,537 | 514 | 0.04% | 0.04% | 75 | +1,200 | 7.82% | Q1 2026 | Apr 23, 2026 |
| COMERICA BANK | History | No change | 16,683 | 506 | 0.0% | 0.0% | 76 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 16,249 | 505 | 0.0% | 0.0% | 77 | +2,367 | 17.05% | Q1 2026 | May 05, 2026 |
| LPL Financial LLC | History | Reduced | 16,019 | 498 | 0.0% | 0.0% | 78 | -1,228 | -7.12% | Q1 2026 | May 06, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 15,966 | 496 | 0.0% | — | 79 | +15,966 | New | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 15,479 | 481 | 0.01% | 0.01% | 80 | +944 | 6.49% | Q1 2026 | May 05, 2026 |
| Tidal Investments LLC | History | Added to | 15,267 | 474 | 0.0% | 0.0% | 81 | +472 | 3.19% | Q1 2026 | May 15, 2026 |
| Bayview Asset Management, LLC | History | Reduced | 15,000 | 466 | 0.18% | 0.6% | 82 | -70,457 | -82.45% | Q1 2026 | May 15, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 15,003 | 465 | 0.01% | 0.01% | 83 | -598 | -3.83% | Q1 2026 | Apr 20, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 14,428 | 448 | 0.0% | 0.0% | 84 | -1,837 | -11.29% | Q1 2026 | May 14, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 14,159 | 440 | 0.0% | 0.0% | 85 | +4,068 | 40.31% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 13,867 | 431 | 0.0% | — | 86 | +13,867 | New | Q1 2026 | Apr 30, 2026 |
| Mariner, LLC | History | Added to | 13,609 | 423 | 0.0% | 0.0% | 87 | +1,699 | 14.27% | Q1 2026 | May 13, 2026 |
| Pinnacle Wealth Management Advisory Group, LLC | History | Reduced | 13,629 | 423 | 0.03% | 0.03% | 88 | -1,680 | -10.97% | Q1 2026 | Apr 21, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 13,583 | 422 | 0.0% | 0.0% | 89 | +175 | 1.31% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 13,532 | 420 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Rafferty Asset Management, LLC | History | Reduced | 13,500 | 419 | 0.0% | 0.0% | 91 | -4,971 | -26.91% | Q1 2026 | May 15, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 12,400 | 385 | 0.01% | 0.01% | 92 | -500 | -3.88% | Q1 2026 | Apr 20, 2026 |
| BARCLAYS PLC | History | Reduced | 11,859 | 368 | 0.0% | 0.0% | 93 | -39,731 | -77.01% | Q1 2026 | May 14, 2026 |
| NewEdge Advisors, LLC | History | Added to | 11,859 | 368 | 0.0% | 0.0% | 94 | +4 | 0.03% | Q1 2026 | Jun 02, 2026 |
| Redwood Family Wealth LLC | History | Reduced | 11,322 | 352 | 0.34% | 0.38% | 95 | -1,284 | -10.19% | Q1 2026 | May 13, 2026 |
| HRT FINANCIAL LP | History | New | 11,316 | 351 | 0.0% | — | 97 | +11,316 | New | Q1 2026 | May 14, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 11,319 | 351 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Focus Partners Wealth | History | Added to | 11,270 | 350 | 0.0% | 0.0% | 98 | +2,002 | 21.6% | Q1 2026 | May 14, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 10,117 | 314 | 0.0% | — | 99 | +10,117 | New | Q1 2026 | May 08, 2026 |
| NAPLES GLOBAL ADVISORS, LLC | History | Added to | 10,009 | 311 | 0.02% | 0.02% | 100 | +1,717 | 20.71% | Q1 2026 | Apr 20, 2026 |
| Gibson Wealth Advisors LLC | History | No change | 9,856 | 306 | 0.21% | 0.2% | 101 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 9,434 | 293 | 0.0% | 0.0% | 102 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Bill Few Associates, Inc. | History | Added to | 9,370 | 291 | 0.07% | 0.05% | 103 | +2,239 | 31.4% | Q1 2026 | Apr 08, 2026 |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | History | Reduced | 9,074 | 282 | 0.03% | 0.03% | 104 | -338 | -3.59% | Q1 2026 | Apr 27, 2026 |
| CWM, LLC | History | Added to | 9,038 | 280 | 0.0% | 0.0% | 105 | +1,656 | 22.43% | Q1 2026 | May 14, 2026 |
| &PARTNERS | History | Added to | 8,780 | 272 | 0.0% | 0.0% | 106 | +43 | 0.49% | Q1 2026 | May 15, 2026 |
| Concurrent Investment Advisors, LLC | History | New | 8,614 | 267 | 0.0% | — | 107 | +8,614 | New | Q1 2026 | Apr 20, 2026 |
| Curi Capital, LLC | History | Added to | 8,460 | 263 | 0.0% | 0.0% | 108 | +149 | 1.79% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 8,403 | 261 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 8,357 | 259 | 0.0% | 0.0% | 110 | +275 | 3.4% | Q1 2026 | May 08, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 8,098 | 251 | 0.0% | 0.0% | 112 | -966 | -10.66% | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 8,076 | 251 | 0.0% | 0.0% | 111 | -181 | -2.19% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 7,997 | 248 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arizona State Retirement System | History | Reduced | 7,845 | 243 | 0.0% | 0.0% | 114 | -111 | -1.4% | Q1 2026 | May 01, 2026 |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | History | New | 7,811 | 242 | 0.01% | — | 115 | +7,811 | New | Q1 2026 | May 15, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 7,558 | 234 | 0.0% | 0.0% | 116 | +2 | 0.03% | Q1 2026 | May 12, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | New | 7,433 | 231 | 0.0% | — | 119 | +7,433 | New | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 7,440 | 231 | 0.0% | 0.0% | 118 | -178 | -2.34% | Q1 2026 | Apr 24, 2026 |
| Ackerman Capital Advisors, LLC | History | No change | 7,438 | 231 | 0.05% | 0.05% | 117 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Reduced | 7,225 | 225 | 0.0% | 0.0% | 120 | -5,600 | -43.66% | Q1 2026 | Apr 16, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 7,176 | 223 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 7,160 | 222 | 0.0% | 0.0% | 122 | -3,108 | -30.27% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 7,116 | 221 | 0.0% | 0.0% | 123 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 6,909 | 214 | 0.0% | 0.0% | 124 | -88 | -1.26% | Q1 2026 | May 01, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 6,687 | 207 | 0.0% | 0.0% | 125 | -38 | -0.57% | Q1 2026 | May 12, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Reduced | 6,410 | 199 | 0.0% | 0.0% | 126 | -100 | -1.54% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 6,100 | 189 | 0.0% | 0.0% | 127 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Larson Financial Group LLC | History | Added to | 5,087 | 158 | 0.01% | 0.01% | 128 | +9 | 0.18% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 4,625 | 143 | 0.0% | — | 129 | +4,625 | New | Q1 2026 | May 15, 2026 |
| Moisand Fitzgerald Tamayo, LLC | History | No change | 3,807 | 118 | 0.01% | 0.01% | 130 | 0 | 0.0% | Q1 2026 | Apr 14, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 3,242 | 100 | 0.0% | 0.0% | 131 | +2,017 | 164.65% | Q1 2026 | May 15, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 2,738 | 85 | 0.0% | 0.0% | 132 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 2,487 | 77 | 0.0% | 0.0% | 133 | -6,110 | -71.07% | Q1 2026 | Apr 27, 2026 |
| GAMMA Investing LLC | History | Added to | 2,463 | 76 | 0.0% | 0.0% | 134 | +654 | 36.15% | Q1 2026 | Apr 06, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 2,422 | 75 | 0.0% | 0.0% | 136 | -175 | -6.74% | Q1 2026 | May 08, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 2,417 | 75 | 0.0% | 0.0% | 135 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| FMR LLC | History | Reduced | 2,379 | 73 | 0.0% | 0.0% | 137 | -778 | -24.64% | Q1 2026 | May 15, 2026 |
| Hilltop National Bank | History | No change | 2,278 | 70 | 0.02% | 0.02% | 138 | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 2,214 | 68 | 0.0% | 0.0% | 139 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 2,165 | 67 | 0.0% | 0.0% | 140 | +1,726 | 393.17% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 1,915 | 58 | 0.0% | 0.0% | 141 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 1,732 | 54 | 0.0% | 0.0% | 142 | -163 | -8.6% | Q1 2026 | May 01, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 1,673 | 52 | 0.0% | 0.0% | 143 | +21 | 1.27% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 1,583 | 48 | 0.0% | 0.0% | 144 | +13 | 0.83% | Q1 2026 | May 15, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 1,058 | 32 | 0.0% | 0.0% | 145 | +71 | 7.19% | Q1 2026 | May 15, 2026 |
| Sterling Capital Management LLC | History | Reduced | 958 | 29 | 0.0% | 0.0% | 146 | -713 | -42.67% | Q1 2026 | Apr 22, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 836 | 26 | 0.0% | 0.0% | 147 | +692 | 480.56% | Q1 2026 | Apr 28, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 863 | 26 | 0.0% | 0.0% | 148 | +367 | 73.99% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 693 | 21 | 0.0% | 0.0% | 149 | +153 | 28.33% | Q1 2026 | Apr 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | New | 649 | 20 | 0.0% | — | 150 | +649 | New | Q1 2026 | May 14, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 620 | 19 | 0.0% | 0.0% | 151 | +17 | 2.82% | Q1 2026 | Apr 30, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 643 | 19 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 590 | 18 | 0.0% | 0.0% | 153 | +12 | 2.08% | Q1 2026 | May 11, 2026 |
| US BANCORP \DE\ | History | Reduced | 450 | 13 | 0.0% | 0.0% | 154 | -9 | -1.96% | Q1 2026 | May 14, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Reduced | 410 | 12 | 0.0% | 0.0% | 155 | -171 | -29.43% | Q1 2026 | May 08, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 385 | 11 | 0.0% | 0.0% | 156 | -74 | -16.12% | Q1 2026 | May 15, 2026 |
| SIGNATUREFD, LLC | History | No change | 297 | 9 | 0.0% | 0.0% | 157 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| Allworth Financial LP | History | Added to | 272 | 8 | 0.0% | 0.0% | 160 | +129 | 90.21% | Q1 2026 | May 14, 2026 |
| SouthState Bank Corp | History | No change | 278 | 8 | 0.0% | 0.0% | 158 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | No change | 256 | 8 | 0.0% | 0.0% | 159 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Smartleaf Asset Management LLC | History | Added to | 213 | 6 | 0.0% | 0.0% | 161 | +21 | 10.94% | Q1 2026 | May 15, 2026 |
| Arax Advisory Partners | History | Added to | 164 | 5 | 0.0% | 0.0% | 162 | +115 | 234.69% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 147 | 4 | 0.0% | 0.0% | 163 | +35 | 31.25% | Q1 2026 | May 07, 2026 |
| Essential Partners LLC | History | Added to | 152 | 4 | 0.0% | 0.0% | 164 | +3 | 2.01% | Q1 2026 | May 21, 2026 |
| Physician Wealth Advisors, Inc. | History | Reduced | 110 | 3 | 0.0% | 0.0% | 166 | -43 | -28.1% | Q1 2026 | Apr 24, 2026 |
| Parkside Financial Bank & Trust | History | No change | 107 | 3 | 0.0% | 0.0% | 165 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | Added to | 70 | 2 | 0.0% | — | 167 | +50 | 250.0% | Q1 2026 | May 15, 2026 |
| Optiver Holding B.V. | History | Reduced | 82 | 2 | 0.0% | 0.0% | 169 | -40 | -32.79% | Q1 2026 | Jun 02, 2026 |
| IFP Advisors, Inc | History | Added to | 96 | 2 | 0.0% | 0.0% | 168 | +1 | 1.05% | Q1 2026 | Apr 13, 2026 |
| Kilter Group LLC | History | Added to | 64 | 1 | 0.0% | — | 177 | +55 | 611.11% | Q1 2026 | May 14, 2026 |
| Root Financial Partners, LLC | History | New | 34 | 1 | 0.0% | — | 178 | +34 | New | Q1 2026 | Apr 24, 2026 |
| UMB Bank, n.a. | History | Added to | 47 | 1 | 0.0% | 0.0% | 170 | +10 | 27.03% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Reduced | 62 | 1 | 0.0% | 0.0% | 175 | -2 | -3.13% | Q1 2026 | Apr 27, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 43 | 1 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| Parallel Advisors, LLC | History | No change | 58 | 1 | 0.0% | 0.0% | 172 | 0 | 0.0% | Q1 2026 | Jun 02, 2026 |
| Salomon & Ludwin, LLC | History | No change | 61 | 1 | 0.0% | 0.0% | 173 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 52 | 1 | 0.0% | 0.0% | 174 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Bare Financial Services, Inc | History | No change | 42 | 1 | 0.0% | 0.0% | 176 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Odyssean, LLC | History | Closed out | 0 | 0 | — | 0.29% | — | -13,523 | -100.0% | Q1 2026 | May 15, 2026 |
| Sanctuary Advisors, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -10,725 | -100.0% | Q1 2026 | May 05, 2026 |
| INTEGRITY ALLIANCE, LLC. | History | Closed out | 0 | 0 | — | 0.01% | — | -10,611 | -100.0% | Q1 2026 | May 11, 2026 |
| EntryPoint Capital, LLC | History | Closed out | 0 | 0 | — | 0.1% | — | -8,435 | -100.0% | Q1 2026 | May 14, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.05% | — | -6,864 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.0% | — | -2,932 | -100.0% | Q1 2026 | May 13, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | Closed out | 0 | 0 | — | 0.0% | — | -2,205 | -100.0% | Q1 2026 | May 14, 2026 |
| Kestra Advisory Services, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,494 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -1,375 | -100.0% | Q1 2026 | May 15, 2026 |
| MEEDER ASSET MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -539 | -100.0% | Q1 2026 | May 07, 2026 |
| Caitong International Asset Management Co., Ltd | History | Reduced | 3 | 0 | — | 0.0% | — | -101 | -97.12% | Q1 2026 | May 11, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -42 | -100.0% | Q1 2026 | May 13, 2026 |
| TWIN PEAKS WEALTH ADVISORS, LLC | History | New | 23 | 0 | — | — | — | +23 | New | Q1 2026 | May 08, 2026 |
| Keating Financial Advisory Services, Inc. | History | Added to | 22 | 0 | — | — | — | +21 | 2100.0% | Q1 2026 | May 15, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -13 | -100.0% | Q1 2026 | Apr 30, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 8 | 0 | — | — | — | +8 | New | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | Reduced | 18 | 0 | — | — | — | -3 | -14.29% | Q1 2026 | Apr 23, 2026 |
| Covestor Ltd | History | Added to | 7 | 0 | — | — | — | +1 | 16.67% | Q1 2026 | May 05, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| FINANCIAL CONSULATE, INC | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| Sunbelt Securities, Inc. | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 24 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Avion Wealth | History | No change | 18 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| True Wealth Design, LLC | History | No change | 20 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |