STEPAN CO - SCL
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 | Added to | 3,311,040 | 165,485 | 0.0% | 0.0% | 1 | +9,473 | 0.29% | Q1 2026 | May 13, 2026 |
| VANGUARD GROUP INC | History | No change | 2,574,880 | 121,946 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| HighTower Advisors, LLC | History | Added to | 1,590,065 | 79,471 | 0.08% | 0.08% | 3 | +193 | 0.01% | Q1 2026 | May 05, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 1,358,853 | 67,915 | 0.0% | — | 4 | +1,358,853 | New | Q1 2026 | May 08, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 1,117,030 | 55,829 | 0.01% | 0.01% | 5 | -6,005 | -0.53% | Q1 2026 | May 07, 2026 |
| DEPRINCE RACE & ZOLLO INC | History | Added to | 947,452 | 47,353 | 0.89% | 0.82% | 6 | +47,075 | 5.23% | Q1 2026 | Apr 24, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 941,991 | 47,080 | 0.0% | — | 7 | +941,991 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Reduced | 902,664 | 45,115 | 0.0% | 0.0% | 8 | -9,840 | -1.08% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 732,121 | 36,591 | 0.02% | 0.01% | 9 | +120,067 | 19.62% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 529,560 | 26,472 | 0.0% | 0.0% | 10 | +15,159 | 2.95% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 464,455 | 23,213 | 0.0% | 0.0% | 11 | -13,001 | -2.72% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Added to | 393,269 | 19,655 | 0.0% | 0.0% | 12 | +349,294 | 794.3% | Q1 2026 | May 15, 2026 |
| SOUTHERNSUN ASSET MANAGEMENT, LLC | History | Reduced | 378,799 | 18,932 | 2.74% | 2.7% | 13 | -28,968 | -7.1% | Q1 2026 | May 13, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 327,822 | 16,384 | 0.01% | 0.01% | 14 | +138,750 | 73.38% | Q1 2026 | May 15, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 309,959 | 15,491 | 0.02% | 0.01% | 15 | +24,041 | 8.41% | Q1 2026 | May 08, 2026 |
| MORGAN STANLEY | History | Reduced | 304,416 | 15,214 | 0.0% | 0.0% | 16 | -5,930 | -1.91% | Q1 2026 | May 15, 2026 |
| GOLDMAN SACHS GROUP INC | History | Reduced | 252,170 | 12,603 | 0.0% | 0.0% | 17 | -47,800 | -15.93% | Q1 2026 | May 15, 2026 |
| NORTHERN TRUST CORP | History | Added to | 242,520 | 12,121 | 0.0% | 0.0% | 18 | +4,648 | 1.95% | Q1 2026 | May 14, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 234,662 | 11,728 | 0.01% | 0.0% | 19 | +79,759 | 51.49% | Q1 2026 | May 15, 2026 |
| Cresset Asset Management, LLC | History | Added to | 223,103 | 11,150 | 0.05% | 0.04% | 20 | +47 | 0.02% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 205,567 | 10,274 | 0.0% | 0.0% | 21 | +126,694 | 160.63% | Q1 2026 | Apr 30, 2026 |
| ALGERT GLOBAL LLC | History | Added to | 190,795 | 9,536 | 0.14% | 0.14% | 22 | +20 | 0.01% | Q1 2026 | May 14, 2026 |
| Empowered Funds, LLC | History | New | 174,376 | 8,715 | 0.06% | — | 23 | +174,376 | New | Q1 2026 | May 14, 2026 |
| Invesco Ltd. | History | Added to | 172,738 | 8,633 | 0.0% | 0.0% | 24 | +9,627 | 5.9% | Q1 2026 | May 12, 2026 |
| Gotham Asset Management, LLC | History | Reduced | 168,505 | 8,421 | 0.03% | 0.03% | 25 | -32 | -0.02% | Q1 2026 | May 15, 2026 |
| GENDELL JEFFREY L | History | Added to | 165,520 | 8,272 | 0.11% | 0.01% | 26 | +156,435 | 1721.9% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 152,579 | 7,625 | 0.15% | 0.13% | 27 | +24,705 | 19.32% | Q1 2026 | May 15, 2026 |
| BESSEMER GROUP INC | History | Added to | 143,698 | 7,182 | 0.01% | 0.01% | 28 | +36,386 | 33.91% | Q1 2026 | May 06, 2026 |
| GRACE & WHITE INC /NY | History | Added to | 139,013 | 6,947 | 1.23% | 1.09% | 29 | +9,900 | 7.67% | Q1 2026 | Apr 21, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 137,847 | 6,889 | 0.0% | — | 30 | +137,847 | New | Q1 2026 | May 08, 2026 |
| ProShare Advisors LLC | History | Reduced | 133,955 | 6,695 | 0.01% | 0.01% | 31 | -2,795 | -2.04% | Q1 2026 | Apr 24, 2026 |
| JANE STREET GROUP, LLC | History | Reduced | 132,040 | 6,599 | 0.0% | 0.0% | 32 | -37,775 | -22.24% | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Added to | 123,800 | 6,187 | 0.01% | 0.0% | 33 | +101,907 | 465.48% | Q1 2026 | May 13, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 122,160 | 6,105 | 0.0% | 0.0% | 34 | -1,292 | -1.05% | Q1 2026 | May 05, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | Added to | 114,693 | 5,732 | 0.02% | 0.01% | 35 | +34,907 | 43.75% | Q1 2026 | May 15, 2026 |
| TOWLE & CO | History | New | 105,940 | 5,294 | 2.06% | — | 36 | +105,940 | New | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Reduced | 104,445 | 5,220 | 0.0% | 0.0% | 37 | -14,966 | -12.53% | Q1 2026 | May 04, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 94,340 | 4,715 | 0.0% | 0.0% | 38 | +9,534 | 11.24% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 93,732 | 4,684 | 0.01% | 0.01% | 39 | +6,224 | 7.11% | Q1 2026 | May 06, 2026 |
| O'Keefe Stevens Advisory, Inc. | History | Added to | 85,021 | 4,249 | 1.05% | 0.88% | 40 | +13,341 | 18.61% | Q1 2026 | Apr 07, 2026 |
| DEAN INVESTMENT ASSOCIATES, LLC | History | Added to | 81,749 | 4,085 | 0.57% | 0.29% | 41 | +38,897 | 90.77% | Q1 2026 | May 15, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 76,868 | 3,841 | 0.01% | 0.01% | 42 | +2,419 | 3.25% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Added to | 70,310 | 3,514 | 0.0% | 0.0% | 43 | +44,271 | 170.02% | Q1 2026 | May 05, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 66,545 | 3,325 | 0.0% | 0.0% | 44 | +1,924 | 2.98% | Q1 2026 | May 12, 2026 |
| Trexquant Investment LP | History | Added to | 65,878 | 3,292 | 0.02% | 0.01% | 45 | +41,988 | 175.76% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Added to | 64,908 | 3,244 | 0.17% | 0.08% | 46 | +31,293 | 93.09% | Q1 2026 | May 05, 2026 |
| SG Americas Securities, LLC | History | Added to | 63,873 | 3,192 | 0.0% | 0.0% | 47 | +17,463 | 37.63% | Q1 2026 | Apr 16, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 67,400 | 3,192 | 0.01% | 0.01% | 48 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| Creative Planning | History | Added to | 60,622 | 3,029 | 0.0% | 0.0% | 49 | +9,621 | 18.86% | Q1 2026 | May 12, 2026 |
| Dean Capital Management | History | Added to | 57,248 | 2,861 | 1.19% | 0.59% | 50 | +28,104 | 96.43% | Q1 2026 | May 15, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 55,487 | 2,773 | 0.0% | 0.0% | 51 | +208 | 0.38% | Q1 2026 | May 13, 2026 |
| PDT Partners, LLC | History | Added to | 54,115 | 2,704 | 0.16% | 0.09% | 52 | +25,400 | 88.46% | Q1 2026 | May 15, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 54,243 | 2,700 | 0.0% | 0.0% | 53 | -11,369 | -17.33% | Q1 2026 | May 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 53,417 | 2,669 | 0.0% | 0.0% | 54 | +6,733 | 14.42% | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Added to | 52,674 | 2,632 | 0.26% | 0.28% | 55 | +3,964 | 8.14% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Reduced | 52,136 | 2,605 | 0.0% | 0.0% | 56 | -2,158 | -3.97% | Q1 2026 | May 08, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 49,178 | 2,457 | 0.0% | 0.0% | 57 | +10,819 | 28.2% | Q1 2026 | May 15, 2026 |
| Point72 Asset Management, L.P. | History | Reduced | 46,560 | 2,327 | 0.0% | 0.01% | 58 | -71,858 | -60.68% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 42,947 | 2,146 | 0.0% | 0.0% | 59 | +14,756 | 52.34% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 42,400 | 2,119 | 0.0% | 0.0% | 60 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Quantinno Capital Management LP | History | Added to | 41,885 | 2,093 | 0.0% | 0.0% | 61 | +15,002 | 55.8% | Q1 2026 | May 15, 2026 |
| Pullen Investment Management, LLC | History | Added to | 40,285 | 2,013 | 1.01% | 0.88% | 62 | +4,857 | 13.71% | Q1 2026 | Apr 15, 2026 |
| Penn Capital Management Company, LLC | History | New | 39,656 | 1,982 | 0.15% | — | 63 | +39,656 | New | Q1 2026 | May 06, 2026 |
| BARCLAYS PLC | History | Reduced | 34,051 | 1,701 | 0.0% | 0.0% | 64 | -23,464 | -40.8% | Q1 2026 | May 14, 2026 |
| CastleKnight Management LP | History | New | 32,200 | 1,609 | 0.03% | — | 65 | +32,200 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Reduced | 31,640 | 1,581 | 0.0% | 0.0% | 66 | -63,333 | -66.69% | Q1 2026 | May 15, 2026 |
| HRT FINANCIAL LP | History | Added to | 30,625 | 1,530 | 0.0% | 0.0% | 67 | +20,250 | 195.18% | Q1 2026 | May 14, 2026 |
| Legato Capital Management LLC | History | Added to | 29,855 | 1,492 | 0.14% | 0.06% | 68 | +14,476 | 94.13% | Q1 2026 | May 14, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 29,301 | 1,464 | 0.02% | — | 69 | +29,301 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 28,922 | 1,446 | 0.0% | 0.0% | 70 | +3,235 | 12.59% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 27,236 | 1,361 | 0.0% | 0.0% | 71 | -2,356 | -7.96% | Q1 2026 | Apr 27, 2026 |
| IEQ CAPITAL, LLC | History | Added to | 26,583 | 1,328 | 0.01% | 0.0% | 72 | +9,699 | 57.44% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 27,075 | 1,282 | 0.07% | 0.07% | 73 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | History | Reduced | 24,354 | 1,217 | 0.0% | 0.01% | 74 | -35,751 | -59.48% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 23,376 | 1,168 | 0.02% | — | 75 | +23,376 | New | Q1 2026 | May 15, 2026 |
| ROMANO BROTHERS AND COMPANY | History | No change | 22,585 | 1,128 | 0.13% | 0.12% | 76 | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 22,439 | 1,121 | 0.0% | 0.0% | 77 | -1,640 | -6.81% | Q1 2026 | May 13, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Reduced | 22,077 | 1,103 | 0.1% | 0.1% | 78 | -25,394 | -53.49% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 20,550 | 1,027 | 0.0% | 0.0% | 79 | -161 | -0.78% | Q1 2026 | May 15, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | No change | 21,665 | 1,026 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 19,962 | 997 | 0.0% | — | 81 | +19,962 | New | Q1 2026 | Apr 30, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 18,940 | 946 | 0.0% | 0.0% | 82 | +2,136 | 12.71% | Q1 2026 | May 06, 2026 |
| CWM, LLC | History | Added to | 18,434 | 921 | 0.0% | 0.0% | 83 | +4,680 | 34.03% | Q1 2026 | May 14, 2026 |
| CANADA LIFE ASSURANCE Co | History | Added to | 18,322 | 914 | 0.0% | 0.0% | 84 | +519 | 2.92% | Q1 2026 | May 14, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 17,955 | 897 | 0.0% | 0.0% | 85 | -422 | -2.3% | Q1 2026 | May 01, 2026 |
| US BANCORP \DE\ | History | Added to | 17,879 | 893 | 0.0% | 0.0% | 86 | +436 | 2.5% | Q1 2026 | May 14, 2026 |
| Mutual Advisors, LLC | History | New | 17,852 | 892 | 0.02% | — | 87 | +17,852 | New | Q1 2026 | May 01, 2026 |
| Aquatic Capital Management LLC | History | Added to | 17,585 | 878 | 0.03% | 0.01% | 88 | +11,584 | 193.03% | Q1 2026 | May 15, 2026 |
| North Star Investment Management Corp. | History | New | 17,000 | 849 | 0.05% | — | 89 | +17,000 | New | Q1 2026 | Apr 23, 2026 |
| Engineers Gate Manager LP | History | Reduced | 16,897 | 844 | 0.01% | 0.02% | 90 | -10,227 | -37.7% | Q1 2026 | May 15, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 16,858 | 842 | 0.0% | 0.0% | 91 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | Added to | 16,665 | 832 | 0.0% | 0.0% | 92 | +1,119 | 7.2% | Q1 2026 | May 11, 2026 |
| VARCOV Co. | History | New | 15,670 | 783 | 0.29% | — | 93 | +15,670 | New | Q1 2026 | May 15, 2026 |
| Quadrature Capital Ltd | History | New | 14,993 | 749 | 0.01% | — | 94 | +14,993 | New | Q1 2026 | May 15, 2026 |
| Mariner, LLC | History | Added to | 14,948 | 747 | 0.0% | 0.0% | 95 | +7,748 | 107.61% | Q1 2026 | May 13, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Added to | 14,510 | 725 | 0.0% | 0.0% | 96 | +9,838 | 210.57% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 14,257 | 712 | 0.0% | — | 97 | +14,257 | New | Q1 2026 | May 08, 2026 |
| Vanguard Global Advisers, LLC | History | New | 13,955 | 697 | 0.0% | — | 98 | +13,955 | New | Q1 2026 | May 08, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 13,444 | 671 | 0.0% | 0.0% | 99 | +1,291 | 10.62% | Q1 2026 | May 13, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 12,512 | 625 | 0.0% | 0.0% | 100 | -6,415 | -33.89% | Q1 2026 | May 14, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 12,507 | 625 | 0.0% | 0.0% | 101 | -152 | -1.2% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Reduced | 12,497 | 620 | 0.0% | 0.0% | 102 | -552 | -4.23% | Q1 2026 | Apr 30, 2026 |
| BAILARD, INC. | History | New | 12,100 | 604 | 0.01% | — | 103 | +12,100 | New | Q1 2026 | May 11, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Added to | 12,014 | 600 | 0.0% | 0.0% | 104 | +6,064 | 101.92% | Q1 2026 | May 12, 2026 |
| Illinois Municipal Retirement Fund | History | Added to | 12,018 | 600 | 0.01% | 0.01% | 105 | +724 | 6.41% | Q1 2026 | May 05, 2026 |
| SummerHaven Investment Management, LLC | History | Reduced | 11,860 | 592 | 0.36% | 0.38% | 106 | -2,426 | -16.98% | Q1 2026 | Apr 24, 2026 |
| Ethic Inc. | History | Added to | 11,721 | 585 | 0.01% | 0.01% | 107 | +3,595 | 44.24% | Q1 2026 | Apr 27, 2026 |
| State of Alaska, Department of Revenue | History | Reduced | 11,637 | 580 | 0.01% | 0.01% | 108 | -221 | -1.86% | Q1 2026 | Apr 20, 2026 |
| D. E. Shaw & Co., Inc. | History | Reduced | 11,478 | 573 | 0.0% | 0.0% | 109 | -69,652 | -85.85% | Q1 2026 | May 15, 2026 |
| GSA CAPITAL PARTNERS LLP | History | New | 10,425 | 521 | 0.03% | — | 110 | +10,425 | New | Q1 2026 | May 08, 2026 |
| Inspire Investing, LLC | History | Added to | 10,325 | 516 | 0.04% | 0.04% | 111 | +402 | 4.05% | Q1 2026 | Apr 23, 2026 |
| Entropy Technologies, LP | History | Added to | 10,214 | 510 | 0.02% | 0.01% | 112 | +4,514 | 79.19% | Q1 2026 | May 14, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 10,107 | 505 | 0.0% | 0.0% | 113 | +81 | 0.81% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | No change | 10,078 | 503 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Tidal Investments LLC | History | Added to | 9,835 | 491 | 0.0% | 0.0% | 115 | +292 | 3.06% | Q1 2026 | May 15, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 9,745 | 486 | 0.0% | 0.0% | 116 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 9,500 | 474 | 0.01% | 0.01% | 117 | -300 | -3.06% | Q1 2026 | Apr 20, 2026 |
| Daiwa Securities Group Inc. | History | Reduced | 9,353 | 467 | 0.0% | 0.0% | 118 | -447 | -4.56% | Q1 2026 | May 13, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 9,185 | 459 | 0.0% | 0.0% | 119 | +4,445 | 93.78% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 9,173 | 458 | 0.0% | 0.0% | 120 | +44 | 0.48% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Added to | 8,815 | 440 | 0.02% | 0.01% | 121 | +5,339 | 153.6% | Q1 2026 | May 13, 2026 |
| FRANKLIN RESOURCES INC | History | New | 8,769 | 438 | 0.0% | — | 122 | +8,769 | New | Q1 2026 | May 13, 2026 |
| Amundi | History | New | 8,656 | 432 | 0.0% | — | 123 | +8,656 | New | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 8,160 | 407 | 0.0% | 0.0% | 124 | -16,067 | -66.32% | Q1 2026 | May 11, 2026 |
| Greenfield Seitz Capital Management, LLC | History | Reduced | 8,018 | 400 | 0.12% | 0.13% | 125 | -300 | -3.61% | Q1 2026 | Apr 24, 2026 |
| Wellington Shields Capital Management, LLC | History | Reduced | 7,500 | 374 | 0.06% | 0.07% | 126 | -2,000 | -21.05% | Q1 2026 | May 04, 2026 |
| Swedbank AB | History | Added to | 7,401 | 369 | 0.0% | 0.0% | 127 | +200 | 2.78% | Q1 2026 | Apr 29, 2026 |
| HANCOCK WHITNEY CORP | History | New | 7,324 | 366 | 0.01% | — | 128 | +7,324 | New | Q1 2026 | May 15, 2026 |
| CITIGROUP INC | History | Added to | 7,121 | 355 | 0.0% | 0.0% | 129 | +1,128 | 18.82% | Q1 2026 | May 11, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 6,759 | 337 | 0.0% | 0.0% | 130 | +1,812 | 36.63% | Q1 2026 | Apr 08, 2026 |
| Rathbones Group PLC | History | No change | 6,650 | 332 | 0.0% | 0.0% | 131 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 6,565 | 328 | 0.0% | — | 132 | +6,565 | New | Q1 2026 | May 08, 2026 |
| ExodusPoint Capital Management, LP | History | New | 6,559 | 327 | 0.0% | — | 133 | +6,559 | New | Q1 2026 | May 14, 2026 |
| Polymer Capital Management (US) LLC | History | Reduced | 6,471 | 323 | 0.03% | 0.04% | 134 | -1,478 | -18.59% | Q1 2026 | May 13, 2026 |
| AMALGAMATED BANK | History | Reduced | 6,189 | 309 | 0.0% | 0.0% | 135 | -162 | -2.55% | Q1 2026 | May 08, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 5,953 | 297 | 0.0% | 0.0% | 136 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Arizona State Retirement System | History | Reduced | 5,905 | 295 | 0.0% | 0.0% | 137 | -64 | -1.07% | Q1 2026 | May 01, 2026 |
| Forum Financial Management, LP | History | Reduced | 5,895 | 294 | 0.0% | 0.0% | 138 | -360 | -5.76% | Q1 2026 | Apr 23, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Reduced | 5,737 | 286 | 0.0% | 0.0% | 139 | -55 | -0.95% | Q1 2026 | Apr 24, 2026 |
| CAXTON ASSOCIATES LLP | History | New | 5,625 | 281 | 0.01% | — | 140 | +5,625 | New | Q1 2026 | May 14, 2026 |
| Brevan Howard Capital Management LP | History | New | 5,466 | 273 | 0.0% | — | 141 | +5,466 | New | Q1 2026 | May 15, 2026 |
| SIT INVESTMENT ASSOCIATES INC | History | No change | 5,400 | 270 | 0.01% | 0.01% | 142 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 5,381 | 269 | 0.0% | 0.0% | 143 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 5,314 | 265 | 0.0% | 0.0% | 144 | -6 | -0.11% | Q1 2026 | May 01, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Reduced | 5,164 | 258 | 0.0% | 0.0% | 145 | -3,883 | -42.92% | Q1 2026 | May 15, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 5,152 | 257 | 0.0% | 0.0% | 146 | -2,791 | -35.14% | Q1 2026 | May 08, 2026 |
| LPL Financial LLC | History | New | 5,068 | 253 | 0.0% | — | 148 | +5,068 | New | Q1 2026 | May 06, 2026 |
| HOWE & RUSLING INC | History | Reduced | 5,071 | 253 | 0.02% | 0.02% | 147 | -376 | -6.9% | Q1 2026 | Apr 28, 2026 |
| Quantum Capital Management, LLC / NJ | History | No change | 5,010 | 250 | 0.03% | 0.03% | 149 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Cerity Partners LLC | History | Reduced | 4,985 | 249 | 0.0% | 0.0% | 150 | -1,087 | -17.9% | Q1 2026 | May 15, 2026 |
| COMERICA BANK | History | No change | 5,234 | 247 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 4,916 | 245 | 0.0% | 0.0% | 152 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 4,898 | 244 | 0.0% | 0.0% | 153 | +4,809 | 5403.37% | Q1 2026 | May 01, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | No change | 4,769 | 238 | 0.0% | 0.0% | 154 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 4,600 | 229 | 0.0% | 0.0% | 155 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| INCEPTIONR LLC | History | New | 4,269 | 213 | 0.05% | — | 157 | +4,269 | New | Q1 2026 | May 14, 2026 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Reduced | 4,273 | 213 | 0.0% | 0.0% | 156 | -179 | -4.02% | Q1 2026 | Apr 27, 2026 |
| BROWN ADVISORY INC | History | New | 4,195 | 209 | 0.0% | — | 158 | +4,195 | New | Q1 2026 | May 15, 2026 |
| Virtus Investment Advisers, LLC | History | Added to | 4,000 | 199 | 0.05% | 0.04% | 159 | +567 | 16.52% | Q1 2026 | May 14, 2026 |
| State of Wyoming | History | Reduced | 2,823 | 141 | 0.02% | 0.02% | 160 | -1,663 | -37.07% | Q1 2026 | May 13, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Reduced | 2,370 | 118 | 0.0% | 0.0% | 162 | -251 | -9.58% | Q1 2026 | May 08, 2026 |
| FMR LLC | History | Reduced | 2,365 | 118 | 0.0% | 0.0% | 161 | -179 | -7.04% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | No change | 1,801 | 90 | 0.0% | 0.0% | 163 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Reduced | 1,704 | 85 | 0.0% | 0.0% | 164 | -27,213 | -94.11% | Q1 2026 | May 14, 2026 |
| Versant Capital Management, Inc | History | Added to | 1,698 | 84 | 0.01% | 0.01% | 165 | +425 | 33.39% | Q1 2026 | Apr 06, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 1,340 | 66 | 0.01% | 0.01% | 166 | +25 | 1.9% | Q1 2026 | May 11, 2026 |
| IFP Advisors, Inc | History | Added to | 1,295 | 64 | 0.0% | 0.0% | 167 | +17 | 1.33% | Q1 2026 | Apr 13, 2026 |
| Copeland Capital Management, LLC | History | Added to | 1,233 | 61 | 0.0% | 0.0% | 168 | +43 | 3.61% | Q1 2026 | May 06, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 1,152 | 57 | 0.0% | 0.0% | 169 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 851 | 42 | 0.0% | 0.0% | 170 | -882 | -50.89% | Q1 2026 | May 15, 2026 |
| KBC Group NV | History | No change | 797 | 40 | 0.0% | 0.0% | 171 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| ADIRONDACK TRUST CO | History | No change | 800 | 39 | 0.01% | 0.01% | 172 | 0 | 0.0% | Q1 2026 | Apr 03, 2026 |
| Sterling Capital Management LLC | History | Reduced | 714 | 35 | 0.0% | 0.0% | 173 | -529 | -42.56% | Q1 2026 | Apr 22, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 645 | 32 | 0.0% | 0.0% | 174 | +158 | 32.44% | Q1 2026 | May 14, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 637 | 31 | 0.0% | 0.0% | 176 | +281 | 78.93% | Q1 2026 | May 11, 2026 |
| FINANCIAL CONSULATE, INC | History | Added to | 638 | 31 | 0.0% | 0.0% | 175 | +5 | 0.79% | Q1 2026 | Apr 21, 2026 |
| Clarity Asset Management, Inc. | History | Added to | 619 | 30 | 0.02% | 0.01% | 177 | +75 | 13.79% | Q1 2026 | May 04, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 582 | 29 | 0.0% | 0.0% | 178 | +1 | 0.17% | Q1 2026 | May 14, 2026 |
| SIMPLEX TRADING, LLC | History | New | 564 | 28 | 0.0% | — | 179 | +564 | New | Q1 2026 | May 14, 2026 |
| 1620 INVESTMENT ADVISORS, INC. | History | Reduced | 554 | 27 | 0.02% | 0.02% | 180 | -16 | -2.81% | Q1 2026 | May 13, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 492 | 25 | 0.0% | 0.0% | 181 | +2 | 0.41% | Q1 2026 | May 01, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 470 | 23 | 0.0% | 0.0% | 182 | +107 | 29.48% | Q1 2026 | May 15, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 450 | 22 | 0.0% | 0.0% | 183 | -8,890 | -95.18% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 443 | 22 | 0.0% | 0.0% | 184 | +311 | 235.61% | Q1 2026 | Apr 06, 2026 |
| Allworth Financial LP | History | Added to | 333 | 16 | 0.0% | 0.0% | 185 | +150 | 81.97% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | No change | 290 | 14 | 0.0% | 0.0% | 186 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Sound Income Strategies, LLC | History | Added to | 255 | 12 | 0.0% | 0.0% | 187 | +2 | 0.79% | Q1 2026 | Apr 27, 2026 |
| Parallel Advisors, LLC | History | Reduced | 236 | 11 | 0.0% | 0.0% | 189 | -452 | -65.7% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 221 | 11 | 0.0% | 0.0% | 188 | +8 | 3.76% | Q1 2026 | Apr 30, 2026 |
| Arax Advisory Partners | History | Added to | 207 | 10 | 0.0% | 0.0% | 190 | +135 | 187.5% | Q1 2026 | May 13, 2026 |
| DANSKE BANK A/S | History | Reduced | 200 | 9 | 0.0% | 0.0% | 192 | -700 | -77.78% | Q1 2026 | May 12, 2026 |
| MAI Capital Management | History | Added to | 200 | 9 | 0.0% | 0.0% | 193 | +176 | 733.33% | Q1 2026 | May 15, 2026 |
| BARROW HANLEY MEWHINNEY & STRAUSS LLC | History | No change | 187 | 9 | 0.0% | 0.0% | 191 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| SIGNATUREFD, LLC | History | Reduced | 164 | 8 | 0.0% | 0.0% | 194 | -147 | -47.27% | Q1 2026 | Apr 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | Added to | 156 | 7 | 0.0% | — | 195 | +137 | 721.05% | Q1 2026 | May 15, 2026 |
| HARBOR CAPITAL ADVISORS, INC. | History | Added to | 120 | 6 | 0.0% | 0.0% | 196 | +37 | 44.58% | Q1 2026 | Apr 28, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | No change | 130 | 6 | 0.0% | 0.0% | 197 | 0 | 0.0% | Q1 2026 | Apr 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 118 | 5 | 0.0% | 0.0% | 198 | +54 | 84.38% | Q1 2026 | May 07, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 101 | 5 | 0.0% | 0.0% | 199 | +46 | 83.64% | Q1 2026 | Apr 07, 2026 |
| Destiny Wealth Partners, LLC | History | New | 95 | 4 | 0.0% | — | 202 | +95 | New | Q1 2026 | May 11, 2026 |
| CX Institutional | History | Reduced | 71 | 4 | 0.0% | 0.0% | 201 | -76 | -51.7% | Q1 2026 | Apr 06, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 97 | 4 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| Kilter Group LLC | History | New | 65 | 3 | 0.0% | — | 205 | +65 | New | Q1 2026 | May 14, 2026 |
| UMB Bank, n.a. | History | Added to | 68 | 3 | 0.0% | 0.0% | 203 | +15 | 28.3% | Q1 2026 | May 11, 2026 |
| SBI Securities Co., Ltd. | History | Added to | 73 | 3 | 0.0% | 0.0% | 204 | +1 | 1.39% | Q1 2026 | Apr 27, 2026 |
| True Wealth Design, LLC | History | Added to | 44 | 2 | 0.0% | — | 208 | +35 | 388.89% | Q1 2026 | Apr 13, 2026 |
| Mitsubishi UFJ Asset Management Co., Ltd. | History | No change | 45 | 2 | 0.0% | 0.0% | 206 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| Global Retirement Partners, LLC | History | No change | 61 | 2 | 0.0% | 0.0% | 207 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| Advisory Services Network, LLC | History | New | 30 | 1 | 0.0% | — | 212 | +30 | New | Q1 2026 | May 15, 2026 |
| Synergy Investment Management, LLC | History | New | 30 | 1 | 0.0% | — | 214 | +30 | New | Q1 2026 | May 14, 2026 |
| Owl Creek Wealth Partners LLC | History | New | 25 | 1 | 0.0% | — | 215 | +25 | New | Q1 2026 | May 13, 2026 |
| SJS Investment Consulting Inc. | History | New | 20 | 1 | 0.0% | — | 213 | +20 | New | Q1 2026 | Apr 23, 2026 |
| Avion Wealth | History | No change | 22 | 1 | 0.0% | 0.0% | 209 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Covestor Ltd | History | No change | 14 | 1 | 0.0% | 0.0% | 210 | 0 | 0.0% | Q1 2026 | May 05, 2026 |
| Bare Financial Services, Inc | History | No change | 23 | 1 | 0.0% | 0.0% | 211 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| WESTWOOD HOLDINGS GROUP INC | History | Closed out | 0 | 0 | — | 0.29% | — | -741,307 | -100.0% | Q1 2026 | May 15, 2026 |
| Invenomic Capital Management LP | History | Closed out | 0 | 0 | — | 0.4% | — | -183,264 | -100.0% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -78,049 | -100.0% | Q1 2026 | May 15, 2026 |
| Fisher Asset Management, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -38,365 | -100.0% | Q1 2026 | May 05, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Closed out | 0 | 0 | — | 0.04% | — | -35,699 | -100.0% | Q1 2026 | Apr 27, 2026 |
| Horizon Investments, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -13,157 | -100.0% | Q1 2026 | May 14, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -12,435 | -100.0% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Closed out | 0 | 0 | — | 0.0% | — | -7,721 | -100.0% | Q1 2026 | May 15, 2026 |
| AIGEN INVESTMENT MANAGEMENT, LP | History | Closed out | 0 | 0 | — | 0.07% | — | -6,436 | -100.0% | Q1 2026 | May 15, 2026 |
| PharVision Advisers, LLC | History | Closed out | 0 | 0 | — | 0.15% | — | -6,203 | -100.0% | Q1 2026 | May 11, 2026 |
| Catalyst Funds Management Pty Ltd | History | Closed out | 0 | 0 | — | 0.07% | — | -6,100 | -100.0% | Q1 2026 | May 11, 2026 |
| OCCUDO QUANTITATIVE STRATEGIES LP | History | Closed out | 0 | 0 | — | 0.02% | — | -4,754 | -100.0% | Q1 2026 | May 15, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,491 | -100.0% | Q1 2026 | May 15, 2026 |
| MQS Management LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -4,354 | -100.0% | Q1 2026 | Apr 23, 2026 |
| Schonfeld Strategic Advisors LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -4,280 | -100.0% | Q1 2026 | May 15, 2026 |
| NOMURA ASSET MANAGEMENT CO LTD | History | Closed out | 0 | 0 | — | 0.0% | — | -440 | -100.0% | Q1 2026 | May 11, 2026 |
| Quarry LP | History | Closed out | 0 | 0 | — | 0.0% | — | -419 | -100.0% | Q1 2026 | May 15, 2026 |
| Aster Capital Management (DIFC) Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -179 | -100.0% | Q1 2026 | May 13, 2026 |
| Optiver Holding B.V. | History | Closed out | 0 | 0 | — | 0.0% | — | -52 | -100.0% | Q1 2026 | May 15, 2026 |
| Root Financial Partners, LLC | History | New | 19 | 0 | — | — | — | +19 | New | Q1 2026 | Apr 24, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 17 | 0 | — | — | — | +17 | New | Q1 2026 | May 15, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Closed out | 0 | 0 | — | — | — | -7 | -100.0% | Q1 2026 | May 06, 2026 |
| HARBOUR INVESTMENTS, INC. | History | New | 5 | 0 | — | — | — | +5 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 4 | 0 | — | — | — | -1 | -20.0% | Q1 2026 | May 15, 2026 |
| Freestone Grove Partners LP | History | New | 1 | 0 | — | — | — | +1 | New | Q1 2026 | May 15, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 16 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Parkside Financial Bank & Trust | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Leonteq Securities AG | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 27, 2026 |
| Cedar Mountain Advisors, LLC | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Cornerstone Planning Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | No change | 6 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 21, 2026 |