Shell plc - SHEL

Detailed investor-level table based on 13F positions.

Shareholders (13F)

Quarter: Q1 2026 · Compare: Q4 2025
13D/13G major owners: Ownership tab.
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.
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Investor History Status Shares held Market value ($000) % of portfolio Previous % Rank Change in shares % change in shares Source Date reported
FMR LLC History Reduced 97,617,838 9,078,458 0.48% 0.37% 1 -793,442 -0.81% Q1 2026 May 15, 2026
Fisher Asset Management, LLC History Added to 27,474,710 2,555,148 0.87% 0.68% 2 +331,925 1.22% Q1 2026 May 05, 2026
DIMENSIONAL FUND ADVISORS LP History Added to 24,690,100 2,296,179 0.48% 0.37% 3 +999,345 4.22% Q1 2026 May 07, 2026
PRICE T ROWE ASSOCIATES INC /MD/ History Added to 10,568,968 982,915 0.11% 0.07% 4 +2,037,099 23.88% Q1 2026 May 15, 2026
MORGAN STANLEY History Added to 9,673,916 899,674 0.05% 0.04% 5 +124,893 1.31% Q1 2026 May 15, 2026
BANK OF AMERICA CORP /DE/ History Reduced 7,562,727 703,333 0.05% 0.04% 6 -268,217 -3.43% Q1 2026 May 15, 2026
FRANKLIN RESOURCES INC History Added to 7,322,962 681,035 0.17% 0.11% 7 +946,658 14.85% Q1 2026 May 13, 2026
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP History New 7,196,400 669,265 0.36% 8 +7,196,400 New Q1 2026 May 14, 2026
Mawer Investment Management Ltd. History Reduced 7,120,336 662,191 4.29% 3.32% 9 -954,753 -11.82% Q1 2026 May 06, 2026
WELLINGTON MANAGEMENT GROUP LLP History Reduced 6,363,355 591,792 0.11% 0.09% 10 -302,354 -4.54% Q1 2026 May 15, 2026
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC History Reduced 6,146,649 571,638 1.76% 1.39% 11 -169,958 -2.69% Q1 2026 May 15, 2026
CITADEL ADVISORS LLC History Added to 5,838,251 542,957 0.09% 0.03% 12 +2,902,544 98.87% Q1 2026 May 15, 2026
GOLDMAN SACHS GROUP INC History Reduced 5,537,586 514,995 0.06% 0.05% 13 -287,344 -4.93% Q1 2026 May 15, 2026
BlackRock, Inc. History Reduced 5,379,041 500,250 0.01% 0.01% 14 -2,146,105 -28.52% Q1 2026 May 13, 2026
EAGLE CAPITAL MANAGEMENT LLC History Reduced 5,308,706 493,709 1.66% 1.78% 15 -2,468,889 -31.74% Q1 2026 May 15, 2026
Optiver Holding B.V. History Added to 4,916,707 457,253 0.16% 0.12% 16 +644,343 15.08% Q1 2026 May 15, 2026
WGI DM, LLC History Reduced 4,247,478 395,015 39.52% 24.45% 17 -205,824 -4.62% Q1 2026 May 14, 2026
Orbis Allan Gray Ltd History Added to 4,113,710 382,575 1.61% 0.45% 18 +2,637,355 178.64% Q1 2026 May 15, 2026
ROYAL BANK OF CANADA History Added to 4,044,080 376,099 0.07% 0.05% 19 +159,012 4.09% Q1 2026 May 15, 2026
BANK OF MONTREAL /CAN/ History Added to 3,862,524 359,214 0.13% 0.05% 20 +1,985,548 105.78% Q1 2026 May 13, 2026
JENNISON ASSOCIATES LLC History Reduced 3,444,210 320,311 0.22% 0.16% 21 -171,010 -4.73% Q1 2026 May 06, 2026
NORTHERN TRUST CORP History Added to 3,323,896 309,122 0.04% 0.03% 22 +55,405 1.7% Q1 2026 May 14, 2026
PZENA INVESTMENT MANAGEMENT LLC History Reduced 3,196,449 297,269 0.97% 0.72% 23 -80,879 -2.47% Q1 2026 Apr 24, 2026
D. E. Shaw & Co., Inc. History Reduced 2,983,597 277,474 0.17% 0.28% 24 -3,979,334 -57.15% Q1 2026 May 15, 2026
VICTORY CAPITAL MANAGEMENT INC History Added to 2,884,339 268,243 0.17% 0.07% 25 +1,161,435 67.41% Q1 2026 May 15, 2026
HARDING LOEVNER LP History Reduced 2,865,428 266,406 2.74% 1.96% 26 -163,936 -5.41% Q1 2026 May 15, 2026
Rockefeller Capital Management L.P. History Added to 2,817,779 262,053 0.46% 0.37% 27 +42,880 1.55% Q1 2026 May 14, 2026
UBS Group AG History Added to 2,754,179 256,138 0.04% 0.03% 28 +484,776 21.36% Q1 2026 May 05, 2026
BRANDES INVESTMENT PARTNERS, LP History Added to 2,752,755 256,008 1.81% 1.46% 29 +135,338 5.17% Q1 2026 May 15, 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP History Added to 2,581,408 240,070 0.03% 0.02% 30 +379,912 17.26% Q1 2026 May 15, 2026
WELLS FARGO & COMPANY/MN History Added to 2,495,819 232,111 0.04% 0.03% 31 +263,672 11.81% Q1 2026 May 11, 2026
Standard Investments LLC History Reduced 2,450,000 227,850 12.46% 12.34% 32 -914,000 -27.17% Q1 2026 May 15, 2026
JPMORGAN CHASE & CO History Added to 2,392,174 221,850 0.01% 0.01% 33 +765,847 47.09% Q1 2026 May 13, 2026
PEAK6 LLC History Added to 2,251,500 209,389 0.49% 0.03% 34 +2,022,100 881.47% Q1 2026 May 13, 2026
MILFORD FUNDS LTD History Added to 2,209,496 205,483 4.31% 1.4% 35 +1,239,193 127.71% Q1 2026 May 14, 2026
ENVESTNET ASSET MANAGEMENT INC History Added to 2,180,821 202,816 0.05% 0.04% 36 +188,962 9.49% Q1 2026 May 04, 2026
AMERICAN CENTURY COMPANIES INC History Added to 1,945,166 180,900 0.09% 0.06% 37 +380,935 24.35% Q1 2026 May 15, 2026
STIFEL FINANCIAL CORP History Added to 1,870,650 173,971 0.16% 0.12% 38 +9,619 0.52% Q1 2026 May 12, 2026
STATE FARM MUTUAL AUTOMOBILE INSURANCE CO History No change 1,858,028 172,796 0.14% 0.11% 39 0 0.0% Q1 2026 May 13, 2026
RAYMOND JAMES FINANCIAL INC History Added to 1,711,045 159,124 0.05% 0.04% 40 +33,309 1.99% Q1 2026 May 14, 2026
JANE STREET GROUP, LLC History Reduced 1,710,771 159,101 0.02% 0.02% 41 -393,527 -18.7% Q1 2026 May 12, 2026
Chevy Chase Trust Holdings, LLC History Reduced 1,669,740 155,285 0.45% 0.33% 42 -13,767 -0.82% Q1 2026 May 15, 2026
Mondrian Investment Partners LTD History Reduced 1,610,398 149,767 2.24% 1.96% 43 -5,728 -0.35% Q1 2026 Apr 29, 2026
Tidal Investments LLC History Added to 1,542,364 143,162 0.3% 0.05% 44 +1,243,345 415.81% Q1 2026 May 15, 2026
CIBC Bancorp USA Inc. History New 1,476,253 137,413 0.18% 45 +1,476,253 New Q1 2026 May 12, 2026
Nuveen, LLC History Reduced 1,447,942 134,658 0.04% 0.05% 46 -1,142,792 -44.11% Q1 2026 Apr 30, 2026
Connor, Clark & Lunn Investment Management Ltd. History Reduced 1,431,231 133,104 0.31% 0.48% 47 -1,058,416 -42.51% Q1 2026 May 11, 2026
GROUP ONE TRADING LLC History Added to 1,343,300 124,926 0.24% 0.15% 48 +141,800 11.8% Q1 2026 May 13, 2026
MACKENZIE FINANCIAL CORP History Added to 1,266,971 117,828 0.14% 0.11% 49 +63,518 5.28% Q1 2026 May 13, 2026
SILVERCREST ASSET MANAGEMENT GROUP LLC History Reduced 1,182,695 109,990 0.79% 0.61% 50 -16,959 -1.41% Q1 2026 May 15, 2026
Empyrean Capital Partners, LP History Reduced 1,141,700 106,178 3.46% 4.35% 51 -558,300 -32.84% Q1 2026 May 15, 2026
LORD, ABBETT & CO. LLC History Reduced 1,112,851 103,495 0.34% 0.42% 52 -733,330 -39.72% Q1 2026 May 14, 2026
EQUITY INVESTMENT CORP History Added to 1,074,823 99,958 1.96% 1.59% 53 +6,211 0.58% Q1 2026 May 04, 2026
First Eagle Investment Management, LLC History Added to 1,057,021 98,302 0.17% 0.11% 54 +183,449 21.0% Q1 2026 May 14, 2026
TODD ASSET MANAGEMENT LLC History Added to 1,036,000 96,348 1.89% 1.38% 55 +75,143 7.82% Q1 2026 May 12, 2026
LPL Financial LLC History Added to 906,454 84,300 0.02% 0.02% 56 +63,873 7.58% Q1 2026 May 06, 2026
LAZARD ASSET MANAGEMENT LLC History Added to 886,141 82,411 0.14% 0.01% 57 +801,361 945.22% Q1 2026 May 15, 2026
NATIXIS ADVISORS, LLC History Reduced 872,376 81,131 0.11% 0.15% 58 -531,980 -37.88% Q1 2026 May 13, 2026
CIBC Private Wealth Group LLC History No change 1,066,794 78,388 0.13% 0.13% 59 0 0.0% Q4 2025 Feb 12, 2026
Qube Research & Technologies Ltd History Added to 840,678 78,183 0.09% 0.05% 60 +153,442 22.33% Q1 2026 May 15, 2026
Boston Partners History Added to 835,508 77,703 0.08% 0.06% 61 +64,434 8.36% Q1 2026 May 11, 2026
IMC-Chicago, LLC History Added to 831,300 77,310 0.03% 0.02% 62 +26,300 3.27% Q1 2026 May 05, 2026
NEW YORK STATE COMMON RETIREMENT FUND History Reduced 822,970 76,536 0.11% 0.08% 63 -22,678 -2.68% Q1 2026 May 06, 2026
Walleye Trading LLC History Added to 811,200 75,441 0.13% 0.08% 64 +38,300 4.96% Q1 2026 May 08, 2026
MARSHALL WACE, LLP History New 769,779 71,589 0.07% 65 +769,779 New Q1 2026 May 14, 2026
CITIGROUP INC History Added to 764,005 71,052 0.03% 0.01% 66 +382,036 100.02% Q1 2026 May 11, 2026
Energy Income Partners, LLC History Reduced 742,055 69,011 1.11% 1.33% 67 -256,688 -25.7% Q1 2026 May 15, 2026
Squarepoint Ops LLC History Added to 740,701 68,885 0.08% 0.01% 68 +635,620 604.89% Q1 2026 May 15, 2026
PNC FINANCIAL SERVICES GROUP, INC. History Reduced 740,238 68,842 0.04% 0.03% 69 -47,209 -6.0% Q1 2026 May 08, 2026
Capital Research Global Investors History Reduced 739,485 68,772 0.01% 0.01% 70 -34,426 -4.45% Q1 2026 May 13, 2026
JONES FINANCIAL COMPANIES LLLP History Added to 738,442 68,069 0.03% 0.01% 71 +518,778 236.17% Q1 2026 May 15, 2026
Russell Investments Group, Ltd. History Added to 702,086 65,294 0.07% 0.06% 72 +9,864 1.42% Q1 2026 May 08, 2026
ALLIANCEBERNSTEIN L.P. History Added to 888,538 65,289 0.02% 0.02% 73 +79,280 9.8% Q1 2026 May 15, 2026
Invesco Ltd. History Reduced 691,916 64,348 0.01% 0.01% 74 -35,649 -4.9% Q1 2026 May 12, 2026
SIMPLEX TRADING, LLC History Added to 687,600 63,946 0.04% 0.03% 75 +40,800 6.31% Q1 2026 May 14, 2026
AMERIPRISE FINANCIAL INC History Added to 683,912 63,373 0.01% 0.01% 76 +248,544 57.09% Q1 2026 May 15, 2026
TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY History Added to 670,690 62,374 0.48% 0.34% 77 +51,000 8.23% Q1 2026 May 04, 2026
American Assets Investment Management, LLC History No change 651,000 60,543 4.11% 3.3% 78 0 0.0% Q1 2026 May 11, 2026
Brandywine Global Investment Management, LLC History No change 781,017 57,389 0.38% 0.38% 79 0 0.0% Q4 2025 Feb 11, 2026
Neuberger Berman Group LLC History Added to 605,646 56,307 0.04% 0.02% 80 +233,554 62.77% Q1 2026 May 14, 2026
Bank of New York Mellon Corp History Added to 589,505 54,823 0.01% 0.01% 81 +17,351 3.03% Q1 2026 May 05, 2026
Clark Capital Management Group, Inc. History New 574,262 53,406 0.33% 82 +574,262 New Q1 2026 May 15, 2026
TUDOR INVESTMENT CORP ET AL History Added to 562,073 52,272 0.1% 0.01% 83 +477,221 562.42% Q1 2026 May 15, 2026
Verition Fund Management LLC History Added to 529,029 49,199 0.32% 0.15% 84 +8,082 1.55% Q1 2026 May 15, 2026
FAYEZ SAROFIM & CO History Reduced 526,094 48,926 0.13% 0.09% 85 -2,120 -0.4% Q1 2026 May 15, 2026
FIRST TRUST ADVISORS LP History Reduced 521,338 48,484 0.03% 0.03% 86 -116,061 -18.21% Q1 2026 May 13, 2026
PENN DAVIS MCFARLAND INC History Reduced 497,080 46,228 4.52% 3.53% 87 -4,578 -0.91% Q1 2026 Apr 21, 2026
MILLENNIUM MANAGEMENT LLC History Added to 488,940 45,471 0.02% 0.01% 88 +40,645 9.07% Q1 2026 May 15, 2026
ADAGE CAPITAL PARTNERS GP, L.L.C. History Added to 480,000 44,640 0.07% 0.05% 89 +25,000 5.49% Q1 2026 May 15, 2026
HRT FINANCIAL LP History Added to 460,697 42,844 0.11% 0.08% 90 +117,687 34.31% Q1 2026 May 14, 2026
CHARLES SCHWAB INVESTMENT MANAGEMENT INC History Added to 459,060 42,692 0.01% 0.0% 91 +75,705 19.75% Q1 2026 May 15, 2026
Creative Planning History Added to 455,612 42,372 0.03% 0.02% 92 +32,780 7.75% Q1 2026 May 12, 2026
VAN ECK ASSOCIATES CORP History Reduced 445,601 41,441 0.03% 0.06% 93 -508,213 -53.28% Q1 2026 May 15, 2026
EVERETT HARRIS & CO /CA/ History Added to 432,646 40,236 0.52% 0.37% 94 +13,299 3.17% Q1 2026 May 08, 2026
Cerity Partners LLC History Added to 431,707 40,148 0.06% 0.04% 95 +16,517 3.98% Q1 2026 May 15, 2026
SEI INVESTMENTS CO History Added to 430,132 40,004 0.04% 0.03% 96 +85,365 24.76% Q1 2026 May 13, 2026
CANTOR FITZGERALD, L. P. History New 421,562 39,817 0.59% 97 +421,562 New Q1 2026 May 15, 2026
CAPITAL FUND MANAGEMENT S.A. History Added to 422,877 39,327 0.18% 0.02% 98 +339,877 409.49% Q1 2026 May 14, 2026
KORNITZER CAPITAL MANAGEMENT INC /KS History Added to 417,809 38,856 0.84% 0.64% 99 +1,532 0.37% Q1 2026 Apr 30, 2026
Yaupon Capital Management LP History Reduced 411,760 38,293 1.2% 1.78% 100 -256,976 -38.43% Q1 2026 May 15, 2026
GABELLI FUNDS LLC History Reduced 404,175 37,588 0.25% 0.22% 101 -28,325 -6.55% Q1 2026 May 14, 2026
ABC ARBITRAGE SA History Added to 398,523 37,062 4.92% 2.21% 102 +76,702 23.83% Q1 2026 May 04, 2026
LMR Partners LLP History Added to 396,030 36,830 0.08% 0.0% 103 +367,630 1294.47% Q1 2026 May 15, 2026
Turas Capital Management LP History New 383,300 35,646 9.1% 104 +383,300 New Q1 2026 May 15, 2026
GREAT LAKES ADVISORS, LLC History Reduced 376,963 35,057 0.29% 0.35% 105 -205,969 -35.33% Q1 2026 May 11, 2026
Cetera Investment Advisers History Added to 357,388 33,237 0.04% 0.03% 106 +15,467 4.52% Q1 2026 May 13, 2026
US BANCORP \DE\ History Added to 356,903 33,191 0.04% 0.03% 107 +9,917 2.86% Q1 2026 May 14, 2026
CIBC WORLD MARKET INC. History Added to 352,405 32,773 0.05% 0.04% 108 +6,831 1.98% Q1 2026 May 14, 2026
Corient Private Wealth LLC History Reduced 356,929 32,705 0.05% 0.04% 109 -35,279 -8.99% Q1 2026 May 15, 2026
CSM Advisors, LLC History Reduced 349,210 32,475 0.8% 0.81% 110 -54,932 -13.59% Q1 2026 May 15, 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO History Added to 345,902 32,168 0.02% 0.02% 111 +15,632 4.73% Q1 2026 May 07, 2026
Quantinno Capital Management LP History Added to 343,090 31,907 0.05% 0.04% 112 +48,730 16.55% Q1 2026 May 15, 2026
Hikari Power Ltd History No change 341,900 31,797 2.77% 1.98% 113 0 0.0% Q1 2026 Apr 29, 2026
Mariner, LLC History Reduced 340,514 31,665 0.04% 0.03% 114 -6,108 -1.76% Q1 2026 May 13, 2026
GUARDIAN CAPITAL LP History Added to 337,067 31,347 0.83% 0.71% 115 +11,937 3.67% Q1 2026 May 15, 2026
Thomasville National Bank History No change 417,243 30,659 1.9% 1.9% 116 0 0.0% Q4 2025 Jan 26, 2026
Harvest Portfolios Group Inc. History Added to 325,834 30,302 0.5% 0.4% 117 +14,611 4.69% Q1 2026 May 14, 2026
Walleye Capital LLC History Added to 324,000 30,132 0.13% 0.02% 118 +232,562 254.34% Q1 2026 May 13, 2026
TruWealth Advisors, LLC History Added to 322,819 30,022 1.44% 1.16% 119 +243 0.08% Q1 2026 Apr 09, 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC History Added to 316,050 29,392 0.15% 0.12% 120 +10,656 3.49% Q1 2026 May 13, 2026
Bridgewater Associates, LP History Reduced 312,157 29,030 0.13% 0.27% 121 -691,420 -68.9% Q1 2026 May 15, 2026
TWO SIGMA INVESTMENTS, LP History Added to 305,700 28,430 0.02% 0.0% 122 +288,400 1667.05% Q1 2026 May 15, 2026
HighTower Advisors, LLC History Added to 304,822 28,348 0.03% 0.02% 123 +22,534 7.98% Q1 2026 May 05, 2026
Cullen Capital Management, LLC History Reduced 299,034 27,810 0.29% 0.39% 124 -181,313 -37.75% Q1 2026 May 15, 2026
Willis Investment Counsel History Added to 277,520 25,809 1.41% 1.05% 125 +798 0.29% Q1 2026 May 05, 2026
Willis Johnson & Associates, Inc. History Added to 265,162 24,660 1.44% 1.2% 126 +493 0.19% Q1 2026 Apr 23, 2026
ANCHOR CAPITAL ADVISORS LLC History Added to 262,025 24,368 0.69% 0.56% 127 +652 0.25% Q1 2026 May 12, 2026
COMMONWEALTH EQUITY SERVICES, LLC History Added to 261,425 24,312 0.03% 0.02% 128 +15,006 6.09% Q1 2026 Apr 27, 2026
Pinnacle Financial Partners, Inc. History Reduced 258,979 24,085 0.18% 0.15% 129 -5,455 -2.06% Q1 2026 May 14, 2026
Tower Research Capital LLC (TRC) History Added to 251,055 23,348 0.61% 0.08% 130 +207,842 480.97% Q1 2026 May 15, 2026
Americana Partners, LLC History Added to 245,707 22,850 0.59% 0.49% 131 +776 0.32% Q1 2026 May 12, 2026
GRANDFIELD & DODD, LLC History Reduced 244,719 22,758 1.28% 1.03% 132 -1,895 -0.77% Q1 2026 May 07, 2026
Douglas Lane & Associates, LLC History Reduced 238,420 22,173 0.32% 0.25% 133 -14,225 -5.63% Q1 2026 Apr 15, 2026
LOGAN CAPITAL MANAGEMENT INC History Reduced 233,601 21,724 0.95% 0.74% 134 -4,710 -1.98% Q1 2026 May 08, 2026
KLINGENSTEIN FIELDS & CO LP History Reduced 232,742 21,645 0.85% 0.65% 135 -1,910 -0.81% Q1 2026 May 12, 2026
DAVENPORT & Co LLC History Reduced 223,539 20,787 0.11% 0.09% 136 -7,515 -3.25% Q1 2026 Apr 15, 2026
Northwest & Ethical Investments L.P. History Added to 218,290 20,300 0.47% 0.34% 137 +12,684 6.17% Q1 2026 May 13, 2026
Aventail Capital Group, LP History Added to 213,033 19,812 0.95% 0.7% 138 +46,549 27.96% Q1 2026 May 15, 2026
SAPIENT CAPITAL LLC History Reduced 212,953 19,803 0.3% 0.24% 139 -19,507 -8.39% Q1 2026 Apr 08, 2026
COMMERCE BANK History Added to 212,562 19,768 0.1% 0.02% 140 +169,721 396.16% Q1 2026 May 11, 2026
STANSBERRY ASSET MANAGEMENT, LLC History Added to 211,587 19,677 2.02% 1.55% 141 +2,944 1.41% Q1 2026 May 15, 2026
Engineers Gate Manager LP History Added to 209,822 19,513 0.24% 0.13% 142 +56,003 36.41% Q1 2026 May 15, 2026
QRG CAPITAL MANAGEMENT, INC. History Added to 201,048 18,697 0.19% 0.14% 143 +24,724 14.02% Q1 2026 Apr 27, 2026
Allied Investment Advisors, LLC History Added to 200,189 18,617 2.67% 2.23% 144 +3,737 1.9% Q1 2026 Apr 27, 2026
DEUTSCHE BANK AG\ History Added to 199,857 18,586 0.01% 0.0% 145 +145,276 266.17% Q1 2026 May 06, 2026
Quadrature Capital Ltd History Added to 199,250 18,530 0.22% 0.05% 146 +134,515 207.79% Q1 2026 May 15, 2026
SCS Capital Management LLC History Reduced 199,016 18,508 0.2% 0.16% 147 -3,447 -1.7% Q1 2026 May 11, 2026
M&T BANK CORP History Reduced 198,480 18,458 0.06% 0.05% 148 -3,438 -1.7% Q1 2026 May 12, 2026
1832 Asset Management L.P. History Added to 198,239 18,436 0.02% 0.01% 149 +30,393 18.11% Q1 2026 May 14, 2026
NATIONAL BANK OF CANADA /FI/ History Added to 189,372 17,609 0.02% 0.01% 150 +8,649 4.79% Q1 2026 May 14, 2026
BECKER CAPITAL MANAGEMENT INC History Reduced 189,292 17,604 0.52% 0.43% 151 -13,989 -6.88% Q1 2026 May 11, 2026
Focus Partners Wealth History Reduced 187,300 17,388 0.02% 0.02% 152 -35,986 -16.12% Q1 2026 May 14, 2026
CAPTRUST FINANCIAL ADVISORS History Added to 184,454 17,154 0.03% 0.03% 153 +3,824 2.12% Q1 2026 May 14, 2026
Sanctuary Advisors, LLC History Added to 182,712 16,992 0.09% 0.07% 154 +13,459 7.95% Q1 2026 May 05, 2026
MERCER GLOBAL ADVISORS INC /ADV History Reduced 177,351 16,493 0.02% 0.02% 155 -569,988 -76.27% Q1 2026 May 15, 2026
Crossmark Global Holdings, Inc. History Reduced 175,044 16,279 0.24% 0.36% 156 -165,058 -48.53% Q1 2026 May 11, 2026
TRUIST FINANCIAL CORP History Added to 173,322 16,118 0.02% 0.02% 157 +17,383 11.15% Q1 2026 Apr 27, 2026
Van Hulzen Asset Management, LLC History Reduced 173,203 16,107 1.2% 0.99% 158 -9,990 -5.45% Q1 2026 May 14, 2026
Vestmark Advisory Solutions, Inc. History Added to 168,008 15,624 0.17% 0.12% 159 +48,460 40.54% Q1 2026 May 15, 2026
AQR CAPITAL MANAGEMENT LLC History Added to 167,811 15,606 0.01% 0.0% 160 +79,658 90.36% Q1 2026 May 15, 2026
TWO SIGMA ADVISERS, LP History No change 210,700 15,482 0.03% 0.03% 161 0 0.0% Q4 2025 Feb 17, 2026
EVERGREEN CAPITAL MANAGEMENT LLC History Reduced 164,042 15,255 0.33% 0.32% 162 -30,521 -15.69% Q1 2026 May 14, 2026
Brooklyn Investment Group History Added to 163,812 15,234 0.48% 0.33% 163 +65,599 66.79% Q1 2026 Apr 29, 2026
Eldred Rock Partners, LLC History Reduced 163,522 15,207 3.87% 3.15% 164 -1,525 -0.92% Q1 2026 Apr 08, 2026
SG Americas Securities, LLC History Reduced 194,803 15,077 0.02% 0.03% 165 -855,113 -81.45% Q1 2026 Apr 16, 2026
Trek Financial, LLC History Added to 162,042 15,069 0.8% 0.02% 166 +157,134 3201.59% Q1 2026 May 13, 2026
Campbell & CO Investment Adviser LLC History New 161,817 15,048 0.86% 167 +161,817 New Q1 2026 May 15, 2026
IBEX WEALTH ADVISORS History Added to 161,017 14,974 1.39% 1.1% 168 +7,490 4.88% Q1 2026 Apr 30, 2026
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC History Added to 160,166 14,895 0.0% 0.0% 169 +132,856 486.47% Q1 2026 May 13, 2026
VIKING FUND MANAGEMENT LLC History New 160,000 14,880 1.53% 170 +160,000 New Q1 2026 Apr 10, 2026
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO History New 159,264 14,811 0.05% 171 +159,264 New Q1 2026 May 14, 2026
HSBC HOLDINGS PLC History Added to 158,034 14,692 0.01% 0.0% 172 +141,376 848.7% Q1 2026 Apr 30, 2026
Cohen Klingenstein LLC History No change 157,098 14,610 0.47% 0.35% 173 0 0.0% Q1 2026 Apr 15, 2026
Edgemoor Investment Advisors, Inc. History Reduced 156,690 14,572 1.15% 0.9% 174 -811 -0.51% Q1 2026 May 13, 2026
ADELL HARRIMAN & CARPENTER INC History Reduced 155,348 14,447 0.88% 0.69% 175 -1,385 -0.88% Q1 2026 May 04, 2026
D.A. DAVIDSON & CO. History Reduced 153,945 14,316 0.09% 0.07% 176 -5,308 -3.33% Q1 2026 May 05, 2026
OSAIC HOLDINGS, INC. History Reduced 153,313 14,261 0.02% 0.02% 177 -12,212 -7.38% Q1 2026 May 15, 2026
WOODSTOCK CORP History Added to 152,733 14,204 1.26% 0.92% 178 +7,050 4.84% Q1 2026 Apr 08, 2026
Capital International Investors History New 152,998 14,189 0.0% 179 +152,998 New Q1 2026 May 13, 2026
Parallax Volatility Advisers, L.P. History Reduced 157,670 13,979 0.04% 0.03% 180 -50,149 -24.13% Q1 2026 May 15, 2026
WEDGE CAPITAL MANAGEMENT L L P/NC History Reduced 149,243 13,879 0.26% 0.2% 181 -308 -0.21% Q1 2026 Apr 13, 2026
NIXON PEABODY TRUST CO History Added to 146,808 13,653 1.09% 0.54% 182 +49,273 50.52% Q1 2026 Apr 27, 2026
TOCQUEVILLE ASSET MANAGEMENT L.P. History Reduced 143,860 13,378 0.2% 0.17% 183 -18,060 -11.15% Q1 2026 May 12, 2026
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC History Reduced 142,423 13,004 0.03% 0.03% 184 -177,700 -55.51% Q1 2026 Apr 08, 2026
OPPENHEIMER ASSET MANAGEMENT INC. History Reduced 138,866 12,914 0.15% 0.14% 185 -19,256 -12.18% Q1 2026 Apr 23, 2026
Pathstone Holdings, LLC History Added to 138,280 12,860 0.05% 0.04% 186 +3,558 2.64% Q1 2026 May 11, 2026
Vanguard Personalized Indexing Management, LLC History Reduced 137,720 12,807 0.13% 0.1% 187 -2,500 -1.78% Q1 2026 May 14, 2026
Cambridge Investment Research Advisors, Inc. History Added to 137,366 12,775 0.03% 0.02% 188 +16,561 13.71% Q1 2026 Apr 30, 2026
Prospera Financial Services Inc History Reduced 137,297 12,770 0.21% 0.18% 189 -10,799 -7.29% Q1 2026 Apr 14, 2026
MML INVESTORS SERVICES, LLC History Reduced 137,089 12,749 0.04% 0.03% 190 -7,906 -5.45% Q1 2026 May 04, 2026
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. History Reduced 135,562 12,607 0.02% 0.02% 191 -4,837 -3.45% Q1 2026 May 15, 2026
FineMark National Bank & Trust History No change 170,993 12,564 0.39% 0.39% 192 0 0.0% Q4 2025 Feb 12, 2026
Bragg Financial Advisors, Inc History Added to 134,925 12,548 0.4% 0.31% 193 +3,545 2.7% Q1 2026 May 15, 2026
Euro Pacific Asset Management, LLC History Reduced 161,659 12,485 1.24% 1.29% 194 -1,117 -0.69% Q1 2026 May 06, 2026
DV EQUITIES, LLC History No change 168,104 12,352 2.22% 2.22% 195 0 0.0% Q4 2025 Feb 17, 2026
Callan Family Office, LLC History Added to 131,391 12,219 0.28% 0.21% 196 +733 0.56% Q1 2026 May 13, 2026
MANNING & NAPIER ADVISORS LLC History Reduced 129,867 12,077 0.17% 0.15% 197 -27,944 -17.71% Q1 2026 Apr 30, 2026
SIT INVESTMENT ASSOCIATES INC History No change 128,182 11,921 0.24% 0.19% 198 0 0.0% Q1 2026 May 13, 2026
FIRST NATIONAL BANK OF OMAHA History Reduced 125,062 11,601 0.36% 0.35% 199 -32,851 -20.8% Q1 2026 May 11, 2026
Huber Capital Management LLC History Reduced 117,330 10,911 1.69% 1.9% 200 -58,000 -33.08% Q1 2026 May 12, 2026
TD Waterhouse Canada Inc. History Added to 117,038 10,766 0.03% 0.04% 201 +35,896 44.24% Q1 2026 May 12, 2026
THORNBURG INVESTMENT MANAGEMENT INC History Added to 113,874 10,590 0.11% 0.1% 202 +5,053 4.64% Q1 2026 May 12, 2026
Shelter Mutual Insurance Co History No change 113,750 10,578 2.35% 1.86% 203 0 0.0% Q1 2026 Apr 29, 2026
FEDERATED HERMES, INC. History Reduced 111,663 10,384 0.02% 0.01% 204 -3,205 -2.79% Q1 2026 May 11, 2026
Curi Capital, LLC History Reduced 111,489 10,368 0.18% 0.16% 205 -15,405 -12.14% Q1 2026 May 15, 2026
HANTZ FINANCIAL SERVICES, INC. History Added to 111,201 10,342 0.16% 0.09% 206 +28,363 34.24% Q1 2026 May 01, 2026
Cutler Capital Management, LLC History Reduced 110,701 10,295 2.78% 2.38% 207 -625 -0.56% Q1 2026 May 15, 2026
BALYASNY ASSET MANAGEMENT L.P. History Reduced 110,524 10,278 0.01% 0.01% 208 -8,403 -7.07% Q1 2026 May 15, 2026
Kestra Advisory Services, LLC History Added to 110,482 10,275 0.04% 0.03% 209 +3,565 3.33% Q1 2026 Apr 30, 2026
GLENMEDE TRUST CO NA History No change 137,697 10,117 0.05% 0.05% 210 0 0.0% Q4 2025 Feb 17, 2026
Covalis Capital LLP History New 106,629 9,916 0.61% 211 +106,629 New Q1 2026 May 15, 2026
BARCLAYS PLC History Added to 106,179 9,874 0.0% 0.0% 212 +103,155 3411.21% Q1 2026 May 14, 2026
AUGUSTINE ASSET MANAGEMENT INC History Added to 104,313 9,701 2.18% 1.53% 213 +295 0.28% Q1 2026 Apr 13, 2026
Life Cycle Investment Partners Ltd History Added to 103,183 9,596 0.06% 0.04% 214 +28,814 38.74% Q1 2026 May 12, 2026
KEYBANK NATIONAL ASSOCIATION/OH History Added to 102,495 9,532 0.03% 0.02% 215 +7,579 7.98% Q1 2026 Apr 24, 2026
EAGLE GLOBAL ADVISORS LLC History Added to 102,383 9,521 0.34% 0.28% 216 +260 0.25% Q1 2026 May 15, 2026
QUADRANT CAPITAL GROUP LLC History Added to 102,139 9,498 0.28% 0.22% 217 +1,457 1.45% Q1 2026 May 13, 2026
Waverly Advisors, LLC History Added to 100,176 9,316 0.07% 0.04% 218 +28,246 39.27% Q1 2026 May 15, 2026
BROWN BROTHERS HARRIMAN & CO History Added to 99,869 9,287 0.05% 0.04% 219 +8,285 9.05% Q1 2026 May 14, 2026
Eastover Investment Advisors LLC History Reduced 98,217 9,134 3.91% 3.28% 220 -3,261 -3.21% Q1 2026 Apr 08, 2026
CANTOR FITZGERALD INVESTMENT ADVISORS L.P. History Reduced 97,658 9,082 0.67% 1.32% 221 -144,439 -59.66% Q1 2026 Apr 22, 2026
&PARTNERS History Added to 94,755 9,004 0.04% 0.03% 222 +10,323 12.23% Q1 2026 May 15, 2026
Foresight Global Investors, Inc. History Reduced 96,405 8,965 5.82% 5.67% 223 -67,455 -41.17% Q1 2026 May 12, 2026
Point72 Asset Management, L.P. History Reduced 94,700 8,807 0.01% 0.01% 224 -11,600 -10.91% Q1 2026 May 15, 2026
Sumitomo Mitsui Trust Group, Inc. History Added to 94,441 8,783 0.01% 0.0% 225 +22,108 30.56% Q1 2026 Apr 30, 2026
Amova Asset Management Americas, Inc. History Added to 94,441 8,783 0.12% 0.06% 226 +22,108 30.56% Q1 2026 May 07, 2026
TOWNSQUARE CAPITAL LLC History Added to 94,305 8,770 1.98% 1.55% 227 +271 0.29% Q1 2026 May 13, 2026
CHOREO, LLC History Added to 93,854 8,728 0.11% 0.09% 228 +937 1.01% Q1 2026 May 12, 2026
Orion Porfolio Solutions, LLC History Added to 92,669 8,618 0.07% 0.04% 229 +13,712 17.37% Q1 2026 May 13, 2026
GTS SECURITIES LLC History Added to 92,360 8,589 0.3% 0.01% 230 +88,918 2583.32% Q1 2026 May 14, 2026
Janney Capital Management LLC History No change 113,557 8,344 0.52% 0.52% 231 0 0.0% Q4 2025 Feb 11, 2026
NEW ENGLAND ASSET MANAGEMENT INC History No change 89,640 8,336 1.06% 0.86% 232 0 0.0% Q1 2026 May 15, 2026
PINNACLE ASSOCIATES LTD History Reduced 87,175 8,107 0.1% 0.09% 233 -7,391 -7.82% Q1 2026 Apr 21, 2026
Grantham, Mayo, Van Otterloo & Co. LLC History Added to 86,748 8,067 0.02% 0.01% 234 +13,093 17.78% Q1 2026 May 14, 2026
SouthState Bank Corp History Added to 85,098 7,914 0.37% 0.28% 235 +165 0.19% Q1 2026 May 05, 2026
CIBC WORLD MARKETS CORP History No change 107,700 7,913 0.04% 0.04% 236 0 0.0% Q4 2025 Feb 12, 2026
CI INVESTMENTS INC. History Reduced 84,875 7,893 0.04% 0.03% 237 -10,532 -11.04% Q1 2026 May 13, 2026
Integrated Quantitative Investments LLC History Added to 83,288 7,745 1.4% 0.93% 238 +24,575 41.86% Q1 2026 May 13, 2026
HORAN Wealth, LLC History Added to 83,302 7,618 0.72% 0.45% 239 +43,075 107.08% Q1 2026 May 08, 2026
HERITAGE INVESTORS MANAGEMENT CORP History Reduced 81,314 7,562 0.23% 0.19% 240 -9,724 -10.68% Q1 2026 Apr 24, 2026
HENNESSY ADVISORS INC History Added to 81,200 7,551 0.27% 0.2% 241 +4,700 6.14% Q1 2026 Apr 21, 2026
FIFTH THIRD BANCORP History Reduced 81,138 7,545 0.01% 0.02% 242 -831 -1.01% Q1 2026 May 01, 2026
Claret Asset Management Corp History Reduced 80,035 7,443 0.89% 0.69% 243 -574 -0.71% Q1 2026 May 11, 2026
RITHOLTZ WEALTH MANAGEMENT History Added to 79,868 7,427 0.13% 0.1% 244 +2,887 3.75% Q1 2026 Apr 20, 2026
Atlantic Union Bankshares Corp History Reduced 79,822 7,423 0.14% 0.14% 245 -22,392 -21.91% Q1 2026 May 12, 2026
Clearbridge Investments, LLC History Reduced 79,597 7,402 0.01% 0.0% 246 -1,616 -1.99% Q1 2026 May 13, 2026
Archford Capital Strategies, LLC History Added to 79,162 7,362 0.84% 0.46% 247 +25,669 47.99% Q1 2026 Apr 15, 2026
Y-Intercept (Hong Kong) Ltd History Reduced 78,059 7,259 0.14% 0.23% 248 -63,759 -44.96% Q1 2026 Apr 27, 2026
RENAISSANCE GROUP LLC History Reduced 77,012 7,162 0.3% 0.23% 249 -1,933 -2.45% Q1 2026 May 13, 2026
STATE STREET CORP History Added to 76,854 7,147 0.0% 0.0% 250 +43 0.06% Q1 2026 May 15, 2026
MAI Capital Management History Reduced 74,592 6,937 0.04% 0.03% 251 -77 -0.1% Q1 2026 May 15, 2026
BI Asset Management Fondsmaeglerselskab A/S History Added to 74,296 6,910 0.07% 0.01% 252 +60,850 452.55% Q1 2026 Apr 16, 2026
Baird Financial Group, Inc. History Reduced 73,233 6,810 0.01% 0.01% 253 -6,340 -7.97% Q1 2026 May 14, 2026
FACTORY MUTUAL INSURANCE CO History No change 71,233 6,624 0.07% 0.05% 254 0 0.0% Q1 2026 May 05, 2026
Laird Norton Wetherby Trust Company, LLC History Reduced 70,427 6,549 0.14% 0.11% 255 -396 -0.56% Q1 2026 May 15, 2026
ROYCE & ASSOCIATES LP History No change 70,000 6,510 0.06% 0.05% 256 0 0.0% Q1 2026 May 12, 2026
Gradient Investments LLC History Added to 69,793 6,490 0.1% 0.03% 257 +43,398 164.42% Q1 2026 Apr 13, 2026
PITTENGER & ANDERSON INC History No change 69,115 6,427 0.26% 0.2% 258 0 0.0% Q1 2026 May 01, 2026
EXENCIAL WEALTH ADVISORS, LLC History Added to 68,043 6,327 0.2% 0.15% 259 +2,384 3.63% Q1 2026 Apr 27, 2026
NEVILLE RODIE & SHAW INC History Reduced 67,975 6,322 0.46% 0.38% 260 -5,175 -7.07% Q1 2026 Apr 01, 2026
CIBC Asset Management Inc History Added to 67,749 6,300 0.02% 0.01% 261 +4,488 7.09% Q1 2026 May 12, 2026
OLD NATIONAL BANCORP /IN/ History Added to 67,537 6,280 0.11% 0.08% 262 +3,038 4.71% Q1 2026 Apr 21, 2026
IEQ CAPITAL, LLC History Reduced 66,892 6,220 0.03% 0.02% 263 -14,817 -18.13% Q1 2026 May 14, 2026
ADVOCATE GROUP LLC History Reduced 66,636 6,197 0.97% 0.79% 264 -189 -0.28% Q1 2026 Apr 13, 2026
Kimelman & Baird, LLC History No change 66,176 6,154 0.51% 0.37% 265 0 0.0% Q1 2026 May 13, 2026
Callodine Capital Management, LP History Reduced 66,000 6,138 0.43% 0.69% 266 -51,000 -43.59% Q1 2026 May 15, 2026
WEATHERLY ASSET MANAGEMENT L. P. History Added to 65,917 6,130 0.5% 0.37% 267 +542 0.83% Q1 2026 Apr 15, 2026
OLD MISSION CAPITAL LLC History New 65,681 6,108 0.1% 268 +65,681 New Q1 2026 May 15, 2026
INSPIRE TRUST CO, N.A. History No change 65,000 6,045 0.93% 0.78% 269 0 0.0% Q1 2026 May 11, 2026
Vident Advisory, LLC History Added to 63,597 5,914 0.05% 0.04% 270 +5,843 10.12% Q1 2026 May 14, 2026
Bleakley Financial Group, LLC History Reduced 63,582 5,913 0.09% 0.1% 271 -16,429 -20.53% Q1 2026 May 04, 2026
YHB Investment Advisors, Inc. History Reduced 62,853 5,845 0.42% 0.32% 272 -944 -1.48% Q1 2026 Apr 10, 2026
Caption Management, LLC History Reduced 61,900 5,756 0.03% 0.09% 273 -113,700 -64.75% Q1 2026 May 15, 2026
CWM, LLC History Reduced 61,089 5,681 0.01% 0.01% 274 -7,361 -10.75% Q1 2026 May 14, 2026
Gilman Hill Asset Management, LLC History Added to 61,041 5,676 0.86% 0.71% 275 +42 0.07% Q1 2026 Apr 08, 2026
Naviter Wealth, LLC History Added to 60,592 5,635 0.7% 0.55% 277 +2,755 4.76% Q1 2026 Apr 10, 2026
Brookmont Capital Management History Added to 60,601 5,635 3.16% 2.48% 276 +2,305 3.95% Q1 2026 May 15, 2026
BLAIR WILLIAM & CO/IL History Reduced 60,233 5,601 0.02% 0.01% 278 -1,098 -1.79% Q1 2026 May 08, 2026
Farringdon Capital, Ltd. History Added to 60,083 5,587 1.22% 0.76% 279 +17,711 41.8% Q1 2026 May 15, 2026
SBI Securities Co., Ltd. History Reduced 59,828 5,564 0.15% 0.11% 280 -1,000 -1.64% Q1 2026 Apr 27, 2026
FIDUCIARY TRUST CO History Added to 59,684 5,550 0.07% 0.05% 281 +119 0.2% Q1 2026 May 15, 2026
Capital World Investors History Added to 59,330 5,502 0.0% 0.0% 282 +2,290 4.01% Q1 2026 May 13, 2026
SIGNATUREFD, LLC History Added to 58,967 5,483 0.08% 0.06% 283 +1,400 2.43% Q1 2026 Apr 07, 2026
Atria Investments, Inc History Reduced 58,870 5,474 0.06% 0.05% 284 -1,515 -2.51% Q1 2026 May 05, 2026
Azimuth Capital Investment Management LLC History Reduced 58,620 5,451 0.21% 0.16% 285 -2,985 -4.85% Q1 2026 May 12, 2026
Drum Hill Capital, LLC History Reduced 58,378 5,429 4.99% 4.53% 286 -964 -1.62% Q1 2026 Apr 20, 2026
FIRST MANHATTAN CO. LLC. History Added to 57,667 5,363 0.01% 0.0% 287 +46,663 424.05% Q1 2026 May 15, 2026
Cardinal Capital Management History Added to 57,552 5,352 0.69% 0.56% 288 +78 0.14% Q1 2026 Apr 08, 2026
PEAPACK GLADSTONE FINANCIAL CORP History Added to 56,921 5,293 0.07% 0.05% 289 +257 0.45% Q1 2026 May 15, 2026
Concurrent Investment Advisors, LLC History Added to 56,682 5,271 0.06% 0.05% 290 +1,056 1.9% Q1 2026 Apr 20, 2026
DELTEC ASSET MANAGEMENT LLC History No change 56,471 5,251 0.96% 0.69% 291 0 0.0% Q1 2026 Apr 24, 2026
U.S. Capital Wealth Advisors, LLC History Reduced 55,752 5,184 0.13% 0.11% 292 -2,698 -4.62% Q1 2026 Apr 07, 2026
DRW Securities, LLC History Reduced 55,033 5,118 0.07% 0.11% 293 -1,360 -2.41% Q1 2026 May 13, 2026
DODGE & COX History Reduced 54,994 5,114 0.0% 0.0% 294 -200 -0.36% Q1 2026 May 14, 2026
STEPHENS INC /AR/ History Reduced 54,835 5,099 0.06% 0.05% 295 -3,255 -5.6% Q1 2026 Apr 28, 2026
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO History Reduced 54,000 5,022 0.18% 0.25% 296 -46,700 -46.38% Q1 2026 May 06, 2026
Aviso Financial Inc. History Added to 53,995 5,021 0.18% 0.14% 297 +5,532 11.41% Q1 2026 May 13, 2026
CARY STREET PARTNERS FINANCIAL LLC History Reduced 53,654 4,984 0.12% 0.13% 298 -19,176 -26.33% Q1 2026 Apr 29, 2026
Ausdal Financial Partners, Inc. History Reduced 52,867 4,916 0.22% 0.21% 299 -7,365 -12.23% Q1 2026 May 12, 2026
XTX Topco Ltd History New 52,539 4,886 0.08% 300 +52,539 New Q1 2026 May 15, 2026