Sotera Health Co - SHC
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.
Showing first 300 of
343 rows for faster page load.
Load all rows.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Darsana Capital Partners LP | History | No change | 26,000,000 | 372,840 | 7.94% | 9.14% | 1 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 19,228,375 | 339,188 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Sessa Capital IM, L.P. | History | Added to | 23,050,000 | 330,537 | 6.0% | 6.78% | 3 | +2,500,000 | 12.17% | Q1 2026 | May 15, 2026 |
| Sculptor Capital LP | History | Added to | 21,717,728 | 311,432 | 3.24% | 3.81% | 4 | +717,728 | 3.42% | Q1 2026 | May 15, 2026 |
| BlackRock, Inc. | History | Added to | 20,849,579 | 298,982 | 0.01% | 0.01% | 5 | +2,770,086 | 15.32% | Q1 2026 | May 13, 2026 |
| WARBURG PINCUS LLC | History | Reduced | 19,102,952 | 273,936 | 79.76% | 61.11% | 6 | -15,000,000 | -43.98% | Q1 2026 | May 15, 2026 |
| GTCR LLC | History | Reduced | 12,735,301 | 182,624 | 4.83% | 66.62% | 7 | -10,000,000 | -43.98% | Q1 2026 | May 15, 2026 |
| Sachem Head Capital Management LP | History | No change | 11,645,000 | 166,989 | 4.02% | 4.82% | 8 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 10,735,006 | 153,939 | 0.0% | — | 9 | +10,735,006 | New | Q1 2026 | May 15, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 10,608,717 | 152,129 | 0.01% | — | 10 | +10,608,717 | New | Q1 2026 | May 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | Added to | 9,162,191 | 131,413 | 0.06% | 0.05% | 11 | +2,390,132 | 35.29% | Q1 2026 | May 18, 2026 |
| T. Rowe Price Investment Management, Inc. | History | Added to | 9,125,621 | 130,862 | 0.09% | 0.03% | 12 | +7,452,679 | 445.48% | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 7,021,626 | 100,690 | 0.0% | 0.0% | 13 | +1,056,300 | 17.71% | Q1 2026 | May 15, 2026 |
| AQR CAPITAL MANAGEMENT LLC | History | Added to | 6,720,763 | 95,905 | 0.04% | 0.03% | 14 | +3,856,657 | 134.65% | Q1 2026 | May 15, 2026 |
| Bronte Capital Management Pty Ltd. | History | Reduced | 1,109,646 | 87,634 | 8.68% | 10.08% | 15 | -28,197 | -2.48% | Q1 2026 | Apr 27, 2026 |
| Two Seas Capital LP | History | Added to | 6,023,371 | 86,375 | 1.21% | 1.6% | 16 | +1,611,265 | 36.52% | Q1 2026 | May 15, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Added to | 5,518,875 | 79,108 | 0.02% | 0.02% | 17 | +358,281 | 6.94% | Q1 2026 | May 07, 2026 |
| Voss Capital, LP | History | Added to | 4,871,270 | 69,854 | 3.71% | 3.35% | 18 | +912,788 | 23.06% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 4,639,899 | 66,551 | 0.0% | 0.0% | 19 | +708,065 | 18.01% | Q1 2026 | May 15, 2026 |
| Irenic Capital Management LP | History | Added to | 4,359,348 | 62,513 | 4.07% | 4.51% | 20 | +561,322 | 14.78% | Q1 2026 | May 18, 2026 |
| LAKEWOOD CAPITAL MANAGEMENT, LP | History | Added to | 4,104,581 | 58,859 | 3.72% | 3.97% | 21 | +705,000 | 20.74% | Q1 2026 | May 15, 2026 |
| WELLS FARGO & COMPANY/MN | History | Added to | 4,006,279 | 57,450 | 0.01% | 0.0% | 22 | +4,001,996 | 93439.08% | Q1 2026 | May 11, 2026 |
| NORGES BANK | History | No change | 2,566,807 | 45,278 | 0.0% | 0.0% | 23 | 0 | 0.0% | Q4 2025 | Feb 10, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Added to | 2,493,273 | 35,753 | 0.01% | 0.01% | 24 | +349,099 | 16.28% | Q1 2026 | May 15, 2026 |
| MIG Capital, LLC | History | No change | 1,964,518 | 34,654 | 5.88% | 5.88% | 25 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| DME Capital Management, LP | History | Added to | 2,065,680 | 29,621 | 0.93% | 0.29% | 26 | +1,604,410 | 347.82% | Q1 2026 | May 15, 2026 |
| MORGAN STANLEY | History | Added to | 2,062,481 | 29,575 | 0.0% | 0.0% | 27 | +1,039,129 | 101.54% | Q1 2026 | May 15, 2026 |
| JENNISON ASSOCIATES LLC | History | Added to | 1,836,746 | 26,338 | 0.02% | 0.01% | 28 | +435,384 | 31.07% | Q1 2026 | May 06, 2026 |
| NORTHERN TRUST CORP | History | Added to | 1,775,284 | 25,457 | 0.0% | 0.0% | 29 | +219,161 | 14.08% | Q1 2026 | May 14, 2026 |
| Ananym Capital Management, LP | History | Added to | 1,747,366 | 25,057 | 9.56% | 8.65% | 30 | +554,533 | 46.49% | Q1 2026 | May 15, 2026 |
| Woodline Partners LP | History | Reduced | 1,730,807 | 24,819 | 0.09% | 0.2% | 31 | -1,153,000 | -39.98% | Q1 2026 | May 15, 2026 |
| Inherent Management Corp. | History | Added to | 1,660,128 | 23,806 | 12.1% | 10.62% | 32 | +487,333 | 41.55% | Q1 2026 | May 14, 2026 |
| Point72 Asset Management, L.P. | History | Added to | 1,609,505 | 23,080 | 0.03% | 0.02% | 33 | +575,645 | 55.68% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 1,455,417 | 20,870 | 0.01% | — | 34 | +1,455,417 | New | Q1 2026 | May 08, 2026 |
| Bank of New York Mellon Corp | History | Added to | 1,403,971 | 20,132 | 0.0% | 0.0% | 35 | +166,055 | 13.41% | Q1 2026 | May 05, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 1,289,649 | 18,493 | 0.0% | 0.0% | 36 | +991,620 | 332.73% | Q1 2026 | May 15, 2026 |
| ION Fund Management Ltd | History | Added to | 1,193,390 | 17,113 | 2.42% | 0.02% | 37 | +1,183,390 | 11833.9% | Q1 2026 | May 15, 2026 |
| Gotham Asset Management, LLC | History | Added to | 1,146,881 | 16,446 | 0.05% | 0.05% | 38 | +424,969 | 58.87% | Q1 2026 | May 15, 2026 |
| EXCHANGE TRADED CONCEPTS, LLC | History | Added to | 988,508 | 14,175 | 0.1% | 0.06% | 39 | +549,801 | 125.32% | Q1 2026 | Apr 14, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 936,482 | 13,429 | 0.0% | 0.0% | 40 | +798,547 | 578.93% | Q1 2026 | May 15, 2026 |
| FIRST TRUST ADVISORS LP | History | Added to | 904,609 | 12,972 | 0.01% | 0.01% | 41 | +386,212 | 74.5% | Q1 2026 | May 13, 2026 |
| SG Americas Securities, LLC | History | Added to | 879,489 | 12,612 | 0.01% | 0.0% | 42 | +865,922 | 6382.56% | Q1 2026 | Apr 16, 2026 |
| TUDOR INVESTMENT CORP ET AL | History | Added to | 845,120 | 12,119 | 0.02% | 0.03% | 43 | +74,992 | 9.74% | Q1 2026 | May 15, 2026 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | History | New | 786,749 | 11,281 | 0.01% | — | 44 | +786,749 | New | Q1 2026 | May 14, 2026 |
| Onex Canada Asset Management Inc. | History | Added to | 715,161 | 10,260 | 1.71% | 1.32% | 45 | +174,660 | 32.31% | Q1 2026 | May 15, 2026 |
| Bridgewater Associates, LP | History | New | 695,392 | 9,971 | 0.04% | — | 46 | +695,392 | New | Q1 2026 | May 15, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 691,387 | 9,914 | 0.0% | 0.0% | 47 | +55,243 | 8.68% | Q1 2026 | May 15, 2026 |
| Kerrisdale Advisers, LLC | History | Added to | 607,689 | 8,714 | 3.32% | 4.63% | 48 | +50,835 | 9.13% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Added to | 589,964 | 8,460 | 0.0% | 0.0% | 49 | +70,269 | 13.52% | Q1 2026 | May 12, 2026 |
| DANSKE BANK A/S | History | New | 581,140 | 8,333 | 0.02% | — | 50 | +581,140 | New | Q1 2026 | May 12, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 558,434 | 8,007 | 0.01% | 0.01% | 51 | +55,122 | 10.95% | Q1 2026 | May 12, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 520,209 | 7,459 | 0.0% | 0.0% | 52 | +74,217 | 16.64% | Q1 2026 | May 04, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 387,949 | 6,843 | 0.0% | 0.0% | 53 | -3,151 | -0.81% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Added to | 455,125 | 6,526 | 0.0% | 0.0% | 54 | +392 | 0.09% | Q1 2026 | Apr 30, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Reduced | 437,582 | 6,274 | 0.0% | 0.0% | 55 | -5,078 | -1.15% | Q1 2026 | May 13, 2026 |
| ALGERT GLOBAL LLC | History | Reduced | 427,890 | 6,136 | 0.09% | 0.13% | 56 | -49,108 | -10.3% | Q1 2026 | May 14, 2026 |
| Verition Fund Management LLC | History | New | 425,499 | 6,101 | 0.04% | — | 57 | +425,499 | New | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 420,000 | 6,022 | 0.0% | 0.0% | 58 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| CAPTRUST FINANCIAL ADVISORS | History | Added to | 416,814 | 5,976 | 0.01% | 0.0% | 59 | +399,848 | 2356.76% | Q1 2026 | May 14, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 322,300 | 5,685 | 0.01% | 0.01% | 60 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| UBS Group AG | History | Reduced | 359,831 | 5,159 | 0.0% | 0.0% | 61 | -81,680 | -18.5% | Q1 2026 | May 05, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Reduced | 331,359 | 4,751 | 0.01% | 0.01% | 62 | -18,025 | -5.16% | Q1 2026 | May 13, 2026 |
| MARSHALL WACE, LLP | History | Added to | 327,298 | 4,693 | 0.0% | 0.0% | 63 | +87,128 | 36.28% | Q1 2026 | May 14, 2026 |
| Gem Investment Advisors, LLC | History | Reduced | 327,015 | 4,689 | 4.61% | 5.48% | 64 | -860 | -0.26% | Q1 2026 | May 14, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Reduced | 318,781 | 4,571 | 0.0% | 0.0% | 65 | -352,533 | -52.51% | Q1 2026 | May 15, 2026 |
| Legal & General Group Plc | History | Added to | 316,829 | 4,538 | 0.0% | 0.0% | 66 | +8,440 | 2.74% | Q1 2026 | May 08, 2026 |
| NEXPOINT ASSET MANAGEMENT, L.P. | History | No change | 315,479 | 4,523 | 0.3% | 0.39% | 67 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Retirement Systems of Alabama | History | Added to | 285,592 | 4,095 | 0.01% | 0.01% | 68 | +36,693 | 14.74% | Q1 2026 | Apr 24, 2026 |
| Broyhill Asset Management, LLC | History | Added to | 281,531 | 4,037 | 3.73% | 0.45% | 69 | +252,588 | 872.71% | Q1 2026 | May 06, 2026 |
| Militia Capital Management LLC | History | New | 270,397 | 3,877 | 0.88% | — | 70 | +270,397 | New | Q1 2026 | May 13, 2026 |
| JPMORGAN CHASE & CO | History | Reduced | 282,963 | 3,749 | 0.0% | 0.0% | 71 | -2,728 | -0.95% | Q1 2026 | May 13, 2026 |
| MOORE CAPITAL MANAGEMENT, LP | History | Added to | 252,441 | 3,620 | 0.07% | 0.06% | 72 | +29,648 | 13.31% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 251,852 | 3,611 | 0.0% | 0.0% | 73 | +105,011 | 71.51% | Q1 2026 | May 15, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Added to | 248,642 | 3,565 | 0.0% | 0.0% | 74 | +44,092 | 21.56% | Q1 2026 | May 15, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | History | Added to | 245,909 | 3,462 | 0.0% | 0.0% | 75 | +138,087 | 128.07% | Q1 2026 | May 13, 2026 |
| Mariner, LLC | History | Added to | 229,360 | 3,287 | 0.0% | 0.0% | 76 | +116,350 | 102.96% | Q1 2026 | May 13, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Reduced | 220,777 | 3,165 | 0.0% | 0.0% | 77 | -1,923 | -0.86% | Q1 2026 | May 14, 2026 |
| Phocas Financial Corp. | History | Reduced | 216,635 | 3,106 | 0.49% | 0.64% | 78 | -60,504 | -21.83% | Q1 2026 | Apr 30, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 212,752 | 3,051 | 0.0% | 0.0% | 79 | +53,314 | 33.44% | Q1 2026 | May 15, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 203,078 | 2,912 | 0.0% | 0.01% | 80 | -223,700 | -52.42% | Q1 2026 | May 14, 2026 |
| Allianz Asset Management GmbH | History | New | 202,882 | 2,909 | 0.0% | — | 81 | +202,882 | New | Q1 2026 | May 11, 2026 |
| Quantinno Capital Management LP | History | Reduced | 197,372 | 2,830 | 0.0% | 0.05% | 82 | -1,204,481 | -85.92% | Q1 2026 | May 15, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 196,156 | 2,812 | 0.0% | — | 83 | +196,156 | New | Q1 2026 | May 08, 2026 |
| Wellspring Financial Advisors, LLC | History | Added to | 1,931,602 | 2,794 | 0.21% | 0.09% | 84 | +1,866,896 | 2885.2% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 192,107 | 2,754 | 0.0% | 0.0% | 85 | -42,995 | -18.29% | Q1 2026 | May 15, 2026 |
| Qube Research & Technologies Ltd | History | New | 184,679 | 2,648 | 0.0% | — | 86 | +184,679 | New | Q1 2026 | May 15, 2026 |
| LAZARD ASSET MANAGEMENT LLC | History | Added to | 182,931 | 2,623 | 0.0% | 0.0% | 87 | +138,636 | 312.98% | Q1 2026 | May 15, 2026 |
| AYAL Capital Advisors Ltd | History | New | 180,000 | 2,581 | 0.7% | — | 88 | +180,000 | New | Q1 2026 | May 15, 2026 |
| TD ASSET MANAGEMENT INC | History | No change | 168,848 | 2,421 | 0.0% | 0.0% | 89 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| BRANDES INVESTMENT PARTNERS, LP | History | Added to | 168,223 | 2,412 | 0.02% | 0.02% | 90 | +19,651 | 13.23% | Q1 2026 | May 15, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Added to | 166,955 | 2,394 | 0.0% | 0.0% | 91 | +16,990 | 11.33% | Q1 2026 | May 15, 2026 |
| TWINBEECH CAPITAL LP | History | New | 151,952 | 2,178 | 0.23% | — | 92 | +151,952 | New | Q1 2026 | May 15, 2026 |
| Man Group plc | History | Added to | 150,001 | 2,151 | 0.0% | 0.0% | 93 | +54,729 | 57.44% | Q1 2026 | May 15, 2026 |
| Burkehill Global Management, LP | History | No change | 150,000 | 2,151 | 0.11% | 0.17% | 94 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| CenterBook Partners LP | History | Reduced | 146,855 | 2,105 | 0.11% | 0.13% | 95 | -4,674 | -3.08% | Q1 2026 | May 05, 2026 |
| Cerity Partners LLC | History | Added to | 140,785 | 2,018 | 0.0% | 0.0% | 96 | +38,730 | 37.95% | Q1 2026 | May 15, 2026 |
| State of Wyoming | History | Added to | 140,479 | 2,014 | 0.24% | 0.15% | 97 | +61,862 | 78.69% | Q1 2026 | May 13, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | Added to | 139,645 | 2,002 | 0.0% | 0.0% | 98 | +40,000 | 40.14% | Q1 2026 | May 06, 2026 |
| HRT FINANCIAL LP | History | Added to | 139,192 | 1,996 | 0.0% | 0.01% | 99 | +790 | 0.57% | Q1 2026 | May 14, 2026 |
| CWM, LLC | History | Added to | 137,583 | 1,972 | 0.01% | 0.0% | 100 | +68,253 | 98.45% | Q1 2026 | May 14, 2026 |
| BARCLAYS PLC | History | Reduced | 129,622 | 1,858 | 0.0% | 0.0% | 101 | -61,107 | -32.04% | Q1 2026 | May 14, 2026 |
| State of New Jersey Common Pension Fund D | History | Reduced | 129,249 | 1,853 | 0.01% | 0.01% | 102 | -12,370 | -8.73% | Q1 2026 | May 05, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 127,142 | 1,823 | 0.02% | 0.0% | 103 | +104,100 | 451.78% | Q1 2026 | May 15, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | Added to | 120,851 | 1,733 | 0.01% | 0.0% | 104 | +115,338 | 2092.11% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Added to | 118,013 | 1,692 | 0.0% | 0.0% | 105 | +80,348 | 213.32% | Q1 2026 | May 15, 2026 |
| Clearstead Advisors, LLC | History | Added to | 117,323 | 1,682 | 0.02% | 0.0% | 106 | +116,126 | 9701.42% | Q1 2026 | May 06, 2026 |
| OP Asset Management Ltd | History | New | 116,345 | 1,668 | 0.02% | — | 107 | +116,345 | New | Q1 2026 | Apr 10, 2026 |
| MetLife Investment Management, LLC | History | Added to | 115,885 | 1,661 | 0.01% | 0.01% | 108 | +13,645 | 13.35% | Q1 2026 | May 14, 2026 |
| CITIGROUP INC | History | Added to | 115,349 | 1,654 | 0.0% | 0.0% | 109 | +29,811 | 34.85% | Q1 2026 | May 11, 2026 |
| Russell Investments Group, Ltd. | History | Added to | 115,045 | 1,649 | 0.0% | 0.0% | 110 | +76,881 | 201.45% | Q1 2026 | May 08, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Reduced | 114,100 | 1,636 | 0.0% | 0.01% | 111 | -207,805 | -64.55% | Q1 2026 | May 15, 2026 |
| Tidal Investments LLC | History | Added to | 121,337 | 1,625 | 0.0% | 0.0% | 112 | +90,785 | 297.15% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | Added to | 109,482 | 1,569 | 0.01% | 0.01% | 113 | +22,854 | 26.38% | Q1 2026 | Apr 29, 2026 |
| PRELUDE CAPITAL MANAGEMENT, LLC | History | Added to | 108,608 | 1,557 | 0.12% | 0.03% | 114 | +85,756 | 375.27% | Q1 2026 | May 15, 2026 |
| Summit Trail Advisors, LLC | History | Added to | 107,493 | 1,541 | 0.02% | 0.02% | 115 | +40,716 | 60.97% | Q1 2026 | May 12, 2026 |
| AMALGAMATED BANK | History | Added to | 107,325 | 1,539 | 0.01% | 0.01% | 116 | +13,273 | 14.11% | Q1 2026 | May 08, 2026 |
| Treasurer of the State of North Carolina | History | Added to | 105,268 | 1,510 | 0.0% | 0.0% | 117 | +19,648 | 22.95% | Q1 2026 | May 14, 2026 |
| Balefire, LLC | History | New | 102,934 | 1,476 | 0.28% | — | 118 | +102,934 | New | Q1 2026 | May 07, 2026 |
| Creative Planning | History | Added to | 101,581 | 1,456 | 0.0% | 0.0% | 119 | +39,688 | 64.12% | Q1 2026 | May 12, 2026 |
| Vanguard Global Advisers, LLC | History | New | 93,133 | 1,335 | 0.0% | — | 120 | +93,133 | New | Q1 2026 | May 08, 2026 |
| Campbell & CO Investment Adviser LLC | History | Added to | 91,564 | 1,313 | 0.07% | 0.03% | 121 | +53,905 | 143.14% | Q1 2026 | May 15, 2026 |
| STATE OF WISCONSIN INVESTMENT BOARD | History | Added to | 90,678 | 1,300 | 0.0% | 0.0% | 122 | +26,386 | 41.04% | Q1 2026 | May 15, 2026 |
| MERCER GLOBAL ADVISORS INC /ADV | History | Added to | 89,863 | 1,288 | 0.0% | 0.0% | 123 | +12,713 | 16.48% | Q1 2026 | May 15, 2026 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | History | Added to | 89,275 | 1,280 | 0.01% | 0.02% | 124 | +2,965 | 3.44% | Q1 2026 | May 07, 2026 |
| VOYA INVESTMENT MANAGEMENT LLC | History | Added to | 87,117 | 1,249 | 0.0% | 0.0% | 125 | +71,552 | 459.7% | Q1 2026 | May 12, 2026 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | History | Added to | 85,853 | 1,130 | 0.0% | 0.0% | 126 | +26,011 | 43.47% | Q1 2026 | Apr 08, 2026 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | History | Added to | 77,886 | 1,116 | 0.0% | 0.0% | 127 | +55,870 | 253.77% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 75,413 | 1,081 | 0.0% | 0.0% | 128 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 72,946 | 1,046 | 0.0% | 0.0% | 129 | +10,149 | 16.16% | Q1 2026 | May 14, 2026 |
| Handelsbanken Fonder AB | History | Added to | 71,200 | 1,021 | 0.0% | 0.0% | 130 | +18,600 | 35.36% | Q1 2026 | Apr 28, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 70,387 | 1,009 | 0.01% | 0.01% | 131 | +5,403 | 8.31% | Q1 2026 | Apr 24, 2026 |
| Louisiana State Employees Retirement System | History | Added to | 67,500 | 967 | 0.02% | 0.02% | 132 | +10,100 | 17.6% | Q1 2026 | Apr 20, 2026 |
| VICTORY CAPITAL MANAGEMENT INC | History | Added to | 67,039 | 961 | 0.0% | 0.0% | 133 | +7,781 | 13.13% | Q1 2026 | May 15, 2026 |
| FIRST CITIZENS BANK & TRUST CO | History | Added to | 66,495 | 953 | 0.02% | 0.02% | 134 | +229 | 0.35% | Q1 2026 | May 13, 2026 |
| Envestnet Portfolio Solutions, Inc. | History | Added to | 65,126 | 933 | 0.01% | 0.0% | 135 | +133 | 0.2% | Q1 2026 | Apr 29, 2026 |
| JACOBS LEVY EQUITY MANAGEMENT, INC | History | New | 64,398 | 923 | 0.0% | — | 136 | +64,398 | New | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 63,090 | 905 | 0.0% | 0.0% | 137 | -6,383 | -9.19% | Q1 2026 | Apr 27, 2026 |
| COMERICA BANK | History | No change | 49,466 | 872 | 0.0% | 0.0% | 138 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Added to | 59,659 | 856 | 0.0% | 0.0% | 139 | +5,787 | 10.74% | Q1 2026 | May 01, 2026 |
| Arizona State Retirement System | History | Reduced | 58,515 | 839 | 0.0% | 0.01% | 140 | -830 | -1.4% | Q1 2026 | May 01, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Added to | 58,368 | 836 | 0.0% | 0.0% | 141 | +6,471 | 12.47% | Q1 2026 | May 01, 2026 |
| STATE OF MICHIGAN RETIREMENT SYSTEM | History | Added to | 56,100 | 804 | 0.0% | 0.0% | 142 | +7,100 | 14.49% | Q1 2026 | May 04, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 54,468 | 781 | 0.0% | 0.0% | 143 | +52,335 | 2453.59% | Q1 2026 | May 01, 2026 |
| Freestone Grove Partners LP | History | New | 54,111 | 775 | 0.01% | — | 144 | +54,111 | New | Q1 2026 | May 15, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 53,890 | 773 | 0.01% | 0.01% | 145 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | Added to | 53,390 | 765 | 0.0% | 0.0% | 146 | +9,667 | 22.11% | Q1 2026 | May 15, 2026 |
| Universal- Beteiligungs- und Servicegesellschaft mbH | History | Added to | 52,843 | 757 | 0.0% | 0.0% | 147 | +16,920 | 47.1% | Q1 2026 | May 11, 2026 |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | History | Added to | 52,189 | 748 | 0.01% | 0.01% | 148 | +5,788 | 12.47% | Q1 2026 | May 08, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 52,040 | 746 | 0.0% | 0.0% | 149 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| XTX Topco Ltd | History | New | 51,023 | 731 | 0.01% | — | 151 | +51,023 | New | Q1 2026 | May 15, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 51,010 | 731 | 0.0% | — | 150 | +51,010 | New | Q1 2026 | May 08, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | New | 50,965 | 730 | 0.0% | — | 152 | +50,965 | New | Q1 2026 | May 15, 2026 |
| ABS Direct Equity Fund LLC | History | New | 50,000 | 717 | 0.55% | — | 153 | +50,000 | New | Q1 2026 | May 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Added to | 48,712 | 698 | 0.01% | 0.0% | 154 | +34,622 | 245.72% | Q1 2026 | May 15, 2026 |
| EntryPoint Capital, LLC | History | Added to | 47,819 | 685 | 0.2% | 0.07% | 156 | +37,588 | 367.39% | Q1 2026 | May 14, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | Added to | 47,782 | 685 | 0.01% | 0.01% | 155 | +6,600 | 16.03% | Q1 2026 | Apr 29, 2026 |
| KLP KAPITALFORVALTNING AS | History | Added to | 47,100 | 675 | 0.0% | 0.0% | 157 | +1,400 | 3.06% | Q1 2026 | Apr 29, 2026 |
| DRW Securities, LLC | History | Added to | 46,983 | 673 | 0.01% | 0.01% | 158 | +35,623 | 313.58% | Q1 2026 | May 13, 2026 |
| Jain Global LLC | History | Added to | 46,528 | 667 | 0.0% | 0.0% | 159 | +25,121 | 117.35% | Q1 2026 | May 15, 2026 |
| IEQ CAPITAL, LLC | History | Reduced | 44,913 | 644 | 0.0% | 0.0% | 160 | -36,448 | -44.8% | Q1 2026 | May 14, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | Added to | 42,920 | 614 | 0.0% | 0.0% | 161 | +9,062 | 26.76% | Q1 2026 | May 13, 2026 |
| Ameritas Investment Partners, Inc. | History | Added to | 42,688 | 612 | 0.02% | 0.02% | 162 | +4,680 | 12.31% | Q1 2026 | May 13, 2026 |
| STIFEL FINANCIAL CORP | History | Added to | 41,175 | 590 | 0.0% | 0.0% | 163 | +7,000 | 20.48% | Q1 2026 | May 12, 2026 |
| State of Alaska, Department of Revenue | History | Added to | 39,148 | 560 | 0.01% | 0.01% | 164 | +3,000 | 8.3% | Q1 2026 | Apr 20, 2026 |
| Entropy Technologies, LP | History | New | 38,652 | 554 | 0.03% | — | 165 | +38,652 | New | Q1 2026 | May 14, 2026 |
| TEACHER RETIREMENT SYSTEM OF TEXAS | History | New | 38,041 | 545 | 0.0% | — | 166 | +38,041 | New | Q1 2026 | Apr 30, 2026 |
| Quantum Portfolio Management LLC | History | Reduced | 37,247 | 534 | 0.23% | 0.3% | 167 | -1,213 | -3.15% | Q1 2026 | May 01, 2026 |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | History | No change | 36,400 | 522 | 0.02% | 0.02% | 168 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| WINTON GROUP Ltd | History | New | 36,200 | 519 | 0.02% | — | 169 | +36,200 | New | Q1 2026 | May 12, 2026 |
| SEI INVESTMENTS CO | History | Reduced | 35,743 | 512 | 0.0% | 0.0% | 170 | -16,562 | -31.66% | Q1 2026 | May 13, 2026 |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | History | New | 32,515 | 466 | 0.03% | — | 171 | +32,515 | New | Q1 2026 | May 12, 2026 |
| Pictet Asset Management Holding SA | History | Added to | 32,487 | 465 | 0.0% | 0.0% | 172 | +2,827 | 9.53% | Q1 2026 | Apr 22, 2026 |
| Focus Partners Wealth | History | Reduced | 31,357 | 449 | 0.0% | 0.0% | 173 | -23,518 | -42.86% | Q1 2026 | May 14, 2026 |
| XPONANCE LLC | History | Added to | 29,249 | 419 | 0.0% | 0.0% | 174 | +8,115 | 38.4% | Q1 2026 | May 13, 2026 |
| Galvin, Gaustad & Stein, LLC | History | Added to | 29,107 | 417 | 0.03% | 0.03% | 175 | +4,655 | 19.04% | Q1 2026 | May 14, 2026 |
| AlphaQuest LLC | History | No change | 23,342 | 411 | 0.02% | 0.02% | 176 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| FMR LLC | History | Reduced | 28,593 | 410 | 0.0% | 0.0% | 177 | -1,314 | -4.39% | Q1 2026 | May 15, 2026 |
| Perbak Capital Partners LLP | History | New | 28,363 | 406 | 0.1% | — | 178 | +28,363 | New | Q1 2026 | May 15, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 27,075 | 388 | 0.0% | 0.0% | 179 | -93,134 | -77.48% | Q1 2026 | May 12, 2026 |
| Sivia Capital Partners, LLC | History | New | 26,285 | 376 | 0.07% | — | 180 | +26,285 | New | Q1 2026 | May 12, 2026 |
| Brooklyn Investment Group | History | New | 25,492 | 365 | 0.01% | — | 181 | +25,492 | New | Q1 2026 | Apr 29, 2026 |
| Merit Financial Group, LLC | History | Added to | 24,530 | 351 | 0.0% | 0.0% | 182 | +10,613 | 76.26% | Q1 2026 | Apr 15, 2026 |
| Chicago Partners Investment Group LLC | History | Added to | 22,384 | 349 | 0.01% | 0.01% | 183 | +3,817 | 20.56% | Q1 2026 | May 04, 2026 |
| Empowered Funds, LLC | History | Added to | 24,177 | 346 | 0.0% | 0.01% | 184 | +1,327 | 5.81% | Q1 2026 | May 14, 2026 |
| Swiss Life Asset Management Ltd | History | Added to | 23,807 | 341 | 0.0% | 0.0% | 185 | +3,873 | 19.43% | Q1 2026 | May 14, 2026 |
| Vestcor Inc | History | New | 23,730 | 340 | 0.01% | — | 186 | +23,730 | New | Q1 2026 | May 12, 2026 |
| Index Technologies Group LLC | History | Reduced | 22,746 | 326 | 0.36% | 0.44% | 187 | -907 | -3.83% | Q1 2026 | Apr 29, 2026 |
| CAPSTONE INVESTMENT ADVISORS, LLC | History | Reduced | 21,971 | 315 | 0.0% | 0.0% | 188 | -2,697 | -10.93% | Q1 2026 | May 15, 2026 |
| VARCOV Co. | History | New | 21,910 | 314 | 0.12% | — | 189 | +21,910 | New | Q1 2026 | May 15, 2026 |
| BANK OF MONTREAL /CAN/ | History | Added to | 21,612 | 309 | 0.0% | 0.0% | 190 | +4,150 | 23.77% | Q1 2026 | May 13, 2026 |
| Focus Partners Advisor Solutions, LLC | History | Added to | 20,904 | 299 | 0.0% | 0.0% | 191 | +9,932 | 90.52% | Q1 2026 | May 13, 2026 |
| Legato Capital Management LLC | History | New | 20,830 | 298 | 0.03% | — | 192 | +20,830 | New | Q1 2026 | May 14, 2026 |
| Integrated Quantitative Investments LLC | History | New | 20,830 | 298 | 0.05% | — | 193 | +20,830 | New | Q1 2026 | May 13, 2026 |
| Vanguard Personalized Indexing Management, LLC | History | Reduced | 19,306 | 276 | 0.0% | 0.0% | 194 | -334 | -1.7% | Q1 2026 | May 14, 2026 |
| Integrated Wealth Concepts LLC | History | Added to | 18,884 | 270 | 0.0% | 0.0% | 195 | +7,995 | 73.42% | Q1 2026 | May 15, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 18,518 | 265 | 0.0% | 0.0% | 196 | +1,842 | 11.05% | Q1 2026 | May 11, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Added to | 17,370 | 249 | 0.0% | 0.0% | 197 | +15,832 | 1029.39% | Q1 2026 | May 01, 2026 |
| SECURIAN ASSET MANAGEMENT, INC | History | Added to | 17,171 | 246 | 0.01% | 0.01% | 198 | +2,057 | 13.61% | Q1 2026 | May 01, 2026 |
| Elo Mutual Pension Insurance Co | History | Reduced | 16,617 | 238 | 0.0% | 0.0% | 199 | -1,385 | -7.69% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Added to | 15,643 | 232 | 0.0% | 0.0% | 201 | +700 | 4.68% | Q1 2026 | Apr 07, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 16,177 | 232 | 0.0% | 0.0% | 200 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| Global Endowment Management, LP | History | Reduced | 16,024 | 230 | 0.03% | 0.04% | 202 | -3,444 | -17.69% | Q1 2026 | May 14, 2026 |
| Sanctuary Advisors, LLC | History | Added to | 15,435 | 221 | 0.0% | 0.0% | 203 | +2,536 | 19.66% | Q1 2026 | May 05, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 15,162 | 217 | 0.0% | 0.0% | 204 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| WADDELL & ASSOCIATES, LLC | History | New | 14,998 | 215 | 0.01% | — | 205 | +14,998 | New | Q1 2026 | May 11, 2026 |
| Bleakley Financial Group, LLC | History | New | 14,360 | 205 | 0.0% | — | 206 | +14,360 | New | Q1 2026 | May 04, 2026 |
| Utah Retirement Systems | History | Added to | 13,058 | 187 | 0.0% | 0.0% | 207 | +2,218 | 20.46% | Q1 2026 | May 15, 2026 |
| KEYBANK NATIONAL ASSOCIATION/OH | History | New | 12,486 | 179 | 0.0% | — | 209 | +12,486 | New | Q1 2026 | Apr 24, 2026 |
| Vident Advisory, LLC | History | Added to | 12,505 | 179 | 0.0% | 0.0% | 208 | +1,758 | 16.36% | Q1 2026 | May 14, 2026 |
| Y-Intercept (Hong Kong) Ltd | History | Reduced | 12,393 | 177 | 0.0% | 0.09% | 210 | -206,062 | -94.33% | Q1 2026 | Apr 27, 2026 |
| DEUTSCHE BANK AG\ | History | Reduced | 12,146 | 174 | 0.0% | 0.0% | 211 | -120,621 | -90.85% | Q1 2026 | May 06, 2026 |
| ROYAL BANK OF CANADA | History | Added to | 11,956 | 172 | 0.0% | 0.0% | 212 | +3,362 | 39.12% | Q1 2026 | May 15, 2026 |
| Wedmont Private Capital | History | Reduced | 11,143 | 169 | 0.01% | 0.01% | 213 | -589 | -5.02% | Q1 2026 | Apr 09, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 11,518 | 165 | 0.01% | 0.0% | 214 | +3,946 | 52.11% | Q1 2026 | May 15, 2026 |
| Corient Private Wealth LLC | History | Reduced | 13,077 | 163 | 0.0% | 0.0% | 215 | -83,089 | -86.4% | Q1 2026 | May 15, 2026 |
| Dynamic Technology Lab Private Ltd | History | New | 11,302 | 162 | 0.03% | — | 216 | +11,302 | New | Q1 2026 | May 15, 2026 |
| Ethic Inc. | History | Reduced | 11,231 | 161 | 0.0% | 0.0% | 217 | -2,597 | -18.78% | Q1 2026 | Apr 27, 2026 |
| Maryland State Retirement & Pension System | History | Added to | 11,292 | 161 | 0.0% | 0.0% | 218 | +1,292 | 12.92% | Q1 2026 | May 04, 2026 |
| Neuberger Berman Group LLC | History | New | 11,161 | 160 | 0.0% | — | 219 | +11,161 | New | Q1 2026 | May 14, 2026 |
| Bull Harbor Capital LLC | History | New | 11,025 | 158 | 0.04% | — | 220 | +11,025 | New | Q1 2026 | May 18, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | New | 10,820 | 155 | 0.0% | — | 221 | +10,820 | New | Q1 2026 | May 04, 2026 |
| NorthCrest Asset Manangement, LLC | History | Added to | 10,261 | 153 | 0.0% | 0.0% | 222 | +235 | 2.34% | Q1 2026 | Apr 08, 2026 |
| Ashton Thomas Private Wealth, LLC | History | New | 10,610 | 152 | 0.0% | — | 223 | +10,610 | New | Q1 2026 | May 11, 2026 |
| HighTower Advisors, LLC | History | New | 10,015 | 143 | 0.0% | — | 224 | +10,015 | New | Q1 2026 | May 05, 2026 |
| Rangeley Capital, LLC | History | New | 10,000 | 143 | 0.14% | — | 225 | +10,000 | New | Q1 2026 | May 15, 2026 |
| MAI Capital Management | History | Added to | 8,501 | 121 | 0.0% | 0.0% | 226 | +8,294 | 4006.76% | Q1 2026 | May 15, 2026 |
| Allworth Financial LP | History | Added to | 7,537 | 108 | 0.0% | 0.0% | 228 | +4,512 | 149.16% | Q1 2026 | May 14, 2026 |
| Sterling Capital Management LLC | History | Reduced | 7,592 | 108 | 0.0% | 0.0% | 227 | -3,491 | -31.5% | Q1 2026 | Apr 22, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 7,459 | 106 | 0.0% | 0.0% | 229 | +255 | 3.54% | Q1 2026 | May 08, 2026 |
| KBC Group NV | History | No change | 6,295 | 90 | 0.0% | 0.0% | 230 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Tower Research Capital LLC (TRC) | History | Reduced | 6,038 | 86 | 0.0% | 0.0% | 231 | -5,042 | -45.51% | Q1 2026 | May 15, 2026 |
| GAMMA Investing LLC | History | Added to | 5,890 | 84 | 0.0% | 0.0% | 233 | +998 | 20.4% | Q1 2026 | Apr 06, 2026 |
| STRS OHIO | History | Added to | 5,881 | 84 | 0.0% | 0.0% | 232 | +986 | 20.14% | Q1 2026 | Apr 24, 2026 |
| US BANCORP \DE\ | History | Added to | 5,535 | 79 | 0.0% | 0.0% | 234 | +418 | 8.17% | Q1 2026 | May 14, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 5,503 | 78 | 0.0% | 0.0% | 235 | +16 | 0.29% | Q1 2026 | May 13, 2026 |
| ROTHSCHILD INVESTMENT LLC | History | Added to | 4,862 | 69 | 0.0% | 0.0% | 236 | +3,339 | 219.24% | Q1 2026 | May 07, 2026 |
| DekaBank Deutsche Girozentrale | History | No change | 3,852 | 55 | 0.0% | 0.0% | 237 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 3,650 | 52 | 0.0% | 0.0% | 238 | +3,500 | 2333.33% | Q1 2026 | Apr 30, 2026 |
| Fairway Wealth LLC | History | No change | 3,600 | 51 | 0.01% | 0.02% | 239 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Parallel Advisors, LLC | History | Added to | 3,529 | 50 | 0.0% | 0.0% | 240 | +235 | 7.13% | Q1 2026 | May 07, 2026 |
| Eurizon Capital SGR S.p.A. | History | Added to | 3,426 | 45 | 0.0% | 0.0% | 241 | +1,183 | 52.74% | Q1 2026 | May 08, 2026 |
| UMB Bank, n.a. | History | Reduced | 2,979 | 42 | 0.0% | 0.0% | 242 | -89 | -2.9% | Q1 2026 | May 11, 2026 |
| Versant Capital Management, Inc | History | Reduced | 2,669 | 38 | 0.0% | 0.03% | 243 | -9,507 | -78.08% | Q1 2026 | Apr 06, 2026 |
| Arax Advisory Partners | History | Reduced | 2,334 | 33 | 0.0% | 0.01% | 244 | -9,346 | -80.02% | Q1 2026 | May 13, 2026 |
| Essential Partners LLC | History | Reduced | 2,306 | 33 | 0.01% | 0.02% | 245 | -854 | -27.03% | Q1 2026 | May 21, 2026 |
| Root Financial Partners, LLC | History | Added to | 2,124 | 30 | 0.0% | 0.0% | 246 | +1,455 | 217.49% | Q1 2026 | Apr 24, 2026 |
| Blue Trust, Inc. | History | No change | 1,605 | 23 | 0.0% | 0.0% | 247 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| IFP Advisors, Inc | History | Reduced | 1,399 | 20 | 0.0% | 0.0% | 248 | -96 | -6.42% | Q1 2026 | Apr 13, 2026 |
| SIGNATUREFD, LLC | History | Added to | 1,336 | 19 | 0.0% | 0.0% | 249 | +32 | 2.45% | Q1 2026 | Apr 07, 2026 |
| True Wealth Design, LLC | History | Reduced | 1,135 | 16 | 0.0% | 0.01% | 250 | -695 | -37.98% | Q1 2026 | Apr 13, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | New | 1,150 | 15 | 0.0% | — | 251 | +1,150 | New | Q1 2026 | May 15, 2026 |
| SJS Investment Consulting Inc. | History | Added to | 996 | 14 | 0.0% | 0.0% | 254 | +220 | 28.35% | Q1 2026 | Apr 23, 2026 |
| BESSEMER GROUP INC | History | Added to | 933 | 14 | 0.0% | 0.0% | 252 | +37 | 4.13% | Q1 2026 | May 06, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 848 | 14 | 0.0% | 0.0% | 253 | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Wealth Preservation Advisors, LLC | History | New | 814 | 11 | 0.01% | — | 256 | +814 | New | Q1 2026 | May 15, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 775 | 11 | 0.0% | 0.0% | 255 | -105 | -11.93% | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 639 | 9 | 0.0% | 0.0% | 257 | +475 | 289.63% | Q1 2026 | May 14, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 691 | 9 | 0.0% | 0.0% | 258 | -33 | -4.56% | Q1 2026 | May 15, 2026 |
| Covestor Ltd | History | Reduced | 543 | 8 | 0.01% | 0.01% | 259 | -436 | -44.54% | Q1 2026 | May 05, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Reduced | 431 | 6 | 0.0% | 0.0% | 260 | -110 | -20.33% | Q1 2026 | Apr 13, 2026 |
| TRUST CO OF VERMONT | History | No change | 373 | 6 | 0.0% | 0.0% | 261 | 0 | 0.0% | Q4 2025 | Jan 16, 2026 |
| SMA Capital LLC | History | New | 383 | 5 | 0.0% | — | 262 | +383 | New | Q1 2026 | May 14, 2026 |
| Activest Wealth Management | History | Reduced | 302 | 4 | 0.0% | 0.0% | 264 | -96 | -24.12% | Q1 2026 | Apr 15, 2026 |
| Global Retirement Partners, LLC | History | No change | 247 | 4 | 0.0% | 0.0% | 263 | 0 | 0.0% | Q4 2025 | Feb 06, 2026 |
| ORG Partners LLC | History | No change | 260 | 4 | 0.0% | 0.0% | 265 | 0 | 0.0% | Q4 2025 | Jan 14, 2026 |
| Quent Capital, LLC | History | Reduced | 246 | 3 | 0.0% | 0.0% | 267 | -138 | -35.94% | Q1 2026 | Apr 28, 2026 |
| Parkside Financial Bank & Trust | History | Reduced | 234 | 3 | 0.0% | 0.0% | 266 | -91 | -28.0% | Q1 2026 | May 13, 2026 |
| Larson Financial Group LLC | History | Reduced | 204 | 2 | 0.0% | 0.0% | 270 | -417 | -67.15% | Q1 2026 | May 15, 2026 |
| Advisory Services Network, LLC | History | New | 200 | 2 | 0.0% | — | 272 | +200 | New | Q1 2026 | May 15, 2026 |
| CVA Family Office, LLC | History | New | 166 | 2 | 0.0% | — | 273 | +166 | New | Q1 2026 | Apr 29, 2026 |
| Bare Financial Services, Inc | History | Added to | 191 | 2 | 0.0% | 0.0% | 271 | +95 | 98.96% | Q1 2026 | May 14, 2026 |
| BROWN BROTHERS HARRIMAN & CO | History | No change | 144 | 2 | 0.0% | 0.0% | 268 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| MV CAPITAL MANAGEMENT, INC. | History | No change | 157 | 2 | 0.0% | 0.0% | 269 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| JPL Wealth Management, LLC | History | New | 120 | 1 | 0.0% | — | 280 | +120 | New | Q1 2026 | May 08, 2026 |
| Mirae Asset Global Investments Co., Ltd. | History | New | 111 | 1 | 0.0% | — | 279 | +111 | New | Q1 2026 | May 04, 2026 |
| JFS WEALTH ADVISORS, LLC | History | Added to | 110 | 1 | 0.0% | 0.0% | 276 | +5 | 4.76% | Q1 2026 | Apr 20, 2026 |
| ASSETMARK, INC | History | Added to | 93 | 1 | 0.0% | 0.0% | 275 | +2 | 2.2% | Q1 2026 | May 06, 2026 |
| FARMERS & MERCHANTS INVESTMENTS INC | History | No change | 132 | 1 | 0.0% | 0.0% | 274 | 0 | 0.0% | Q1 2026 | Apr 23, 2026 |
| Sachetta, LLC | History | No change | 98 | 1 | 0.0% | 0.0% | 277 | 0 | 0.0% | Q1 2026 | May 01, 2026 |
| Godfrey Financial Associates, Inc. | History | No change | 91 | 1 | 0.0% | 0.0% | 278 | 0 | 0.0% | Q1 2026 | May 11, 2026 |
| Capricorn Fund Managers Ltd | History | Closed out | 0 | 0 | — | 1.91% | — | -449,900 | -100.0% | Q1 2026 | Apr 24, 2026 |
| D. E. Shaw & Co., Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -287,209 | -100.0% | Q1 2026 | May 15, 2026 |
| SEVEN GRAND MANAGERS, LLC | History | Closed out | 0 | 0 | — | 0.34% | — | -250,000 | -100.0% | Q1 2026 | May 06, 2026 |
| Candelo Capital Management LP | History | Closed out | 0 | 0 | — | 3.63% | — | -230,801 | -100.0% | Q1 2026 | May 15, 2026 |
| Trexquant Investment LP | History | Closed out | 0 | 0 | — | 0.03% | — | -189,337 | -100.0% | Q1 2026 | May 15, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -161,784 | -100.0% | Q1 2026 | May 15, 2026 |
| Fortress Investment Group LLC | History | Closed out | 0 | 0 | — | 0.52% | — | -124,700 | -100.0% | Q1 2026 | May 15, 2026 |
| Quantbot Technologies LP | History | Closed out | 0 | 0 | — | 0.06% | — | -95,301 | -100.0% | Q1 2026 | May 13, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.03% | — | -59,920 | -100.0% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.02% | — | -53,711 | -100.0% | Q1 2026 | May 14, 2026 |
| HSBC HOLDINGS PLC | History | Closed out | 0 | 0 | — | 0.0% | — | -46,892 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Versor Investments LP | History | Closed out | 0 | 0 | — | 0.13% | — | -46,700 | -100.0% | Q1 2026 | May 12, 2026 |
| LECAP ASSET MANAGEMENT LTD | History | Closed out | 0 | 0 | — | 0.25% | — | -36,218 | -100.0% | Q1 2026 | Apr 30, 2026 |
| Pacer Advisors, Inc. | History | Closed out | 0 | 0 | — | 0.0% | — | -32,173 | -100.0% | Q1 2026 | May 06, 2026 |
| DARK FOREST CAPITAL MANAGEMENT LP | History | Closed out | 0 | 0 | — | 0.02% | — | -30,660 | -100.0% | Q1 2026 | May 15, 2026 |
| ARISTEIA CAPITAL, L.L.C. | History | Closed out | 0 | 0 | — | 0.01% | — | -26,319 | -100.0% | Q1 2026 | May 15, 2026 |
| Inscription Capital, LLC | History | Closed out | 0 | 0 | — | 0.04% | — | -24,229 | -100.0% | Q1 2026 | Apr 20, 2026 |
| Aaron Wealth Advisors LLC | History | Closed out | 0 | 0 | — | 0.02% | — | -19,024 | -100.0% | Q1 2026 | Apr 21, 2026 |
| Kera Capital Partners, Inc. | History | Closed out | 0 | 0 | — | 0.04% | — | -18,713 | -100.0% | Q1 2026 | May 06, 2026 |
| Quadrature Capital Ltd | History | Closed out | 0 | 0 | — | 0.0% | — | -16,700 | -100.0% | Q1 2026 | May 15, 2026 |