SHENANDOAH TELECOMMUNICATIONS CO/VA/ - SHEN
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock, Inc. | History | Reduced | 6,977,716 | 107,596 | 0.0% | 0.0% | 1 | -39,447 | -0.56% | Q1 2026 | May 13, 2026 |
| GCM Grosvenor Holdings, LLC | History | Added to | 4,116,050 | 63,469 | 7.04% | 6.73% | 2 | +10,924 | 0.27% | Q1 2026 | May 15, 2026 |
| ECP ControlCo, LLC | History | No change | 3,457,105 | 53,308 | 0.84% | 19.5% | 3 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| SOUTHEASTERN ASSET MANAGEMENT INC/TN/ | History | No change | 2,940,296 | 45,339 | 2.23% | 1.51% | 4 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| VANGUARD GROUP INC | History | No change | 3,428,108 | 39,628 | 0.0% | 0.0% | 5 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| DIMENSIONAL FUND ADVISORS LP | History | Reduced | 2,471,214 | 38,104 | 0.01% | 0.01% | 6 | -15,696 | -0.63% | Q1 2026 | May 07, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | History | New | 2,179,012 | 33,600 | 0.0% | — | 7 | +2,179,012 | New | Q1 2026 | May 15, 2026 |
| STATE STREET CORP | History | Added to | 1,959,442 | 30,214 | 0.0% | 0.0% | 8 | +32,287 | 1.68% | Q1 2026 | May 15, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | History | Added to | 1,253,952 | 19,339 | 0.0% | 0.0% | 9 | +47,699 | 3.95% | Q1 2026 | May 15, 2026 |
| MILLENNIUM MANAGEMENT LLC | History | Added to | 1,193,209 | 18,399 | 0.01% | 0.01% | 10 | +105,963 | 9.75% | Q1 2026 | May 15, 2026 |
| AMERICAN CENTURY COMPANIES INC | History | Added to | 1,180,953 | 18,210 | 0.01% | 0.01% | 11 | +95,672 | 8.82% | Q1 2026 | May 15, 2026 |
| COOPER INVESTORS PTY LTD | History | Reduced | 937,332 | 14,453 | 5.89% | 3.65% | 12 | -13,619 | -1.43% | Q1 2026 | Apr 27, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | History | New | 881,864 | 13,598 | 0.0% | — | 13 | +881,864 | New | Q1 2026 | May 08, 2026 |
| Broad Run Investment Management, LLC | History | Reduced | 878,264 | 13,542 | 2.38% | 1.91% | 14 | -12,832 | -1.44% | Q1 2026 | May 15, 2026 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | History | Reduced | 787,497 | 12,143 | 0.0% | 0.0% | 15 | -8,579 | -1.08% | Q1 2026 | May 15, 2026 |
| Whitebark Investors LP | History | Added to | 726,445 | 11,201 | 8.96% | 2.95% | 16 | +303,382 | 71.71% | Q1 2026 | May 15, 2026 |
| Cerity Partners LLC | History | Added to | 643,798 | 9,927 | 0.01% | 0.01% | 17 | +626 | 0.1% | Q1 2026 | May 15, 2026 |
| Invesco Ltd. | History | Reduced | 580,767 | 8,955 | 0.0% | 0.0% | 18 | -26,850 | -4.42% | Q1 2026 | May 12, 2026 |
| NORTHERN TRUST CORP | History | Added to | 486,455 | 7,501 | 0.0% | 0.0% | 19 | +29,450 | 6.44% | Q1 2026 | May 14, 2026 |
| MORGAN STANLEY | History | Added to | 393,621 | 6,069 | 0.0% | 0.0% | 20 | +20,950 | 5.62% | Q1 2026 | May 15, 2026 |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | History | Added to | 377,665 | 5,823 | 0.12% | 0.09% | 21 | +24,533 | 6.95% | Q1 2026 | May 15, 2026 |
| TWO SIGMA INVESTMENTS, LP | History | Added to | 310,174 | 4,782 | 0.0% | 0.0% | 22 | +57,995 | 23.0% | Q1 2026 | May 15, 2026 |
| VANGUARD FIDUCIARY TRUST CO | History | New | 303,841 | 4,685 | 0.0% | — | 23 | +303,841 | New | Q1 2026 | May 08, 2026 |
| GAMCO INVESTORS, INC. ET AL | History | Added to | 270,000 | 4,163 | 0.04% | 0.03% | 24 | +6,874 | 2.61% | Q1 2026 | May 14, 2026 |
| Bank of New York Mellon Corp | History | Reduced | 263,951 | 4,070 | 0.0% | 0.0% | 25 | -13,725 | -4.94% | Q1 2026 | May 05, 2026 |
| GOLDMAN SACHS GROUP INC | History | Added to | 256,295 | 3,952 | 0.0% | 0.0% | 26 | +65,798 | 34.54% | Q1 2026 | May 15, 2026 |
| Empowered Funds, LLC | History | Added to | 247,665 | 3,818 | 0.02% | 0.04% | 27 | +19,533 | 8.56% | Q1 2026 | May 14, 2026 |
| PRINCIPAL FINANCIAL GROUP INC | History | Added to | 221,700 | 3,418 | 0.0% | 0.0% | 28 | +4,340 | 2.0% | Q1 2026 | May 04, 2026 |
| GABELLI FUNDS LLC | History | Added to | 199,530 | 3,076 | 0.02% | 0.02% | 29 | +1,000 | 0.5% | Q1 2026 | May 14, 2026 |
| PUBLIC SECTOR PENSION INVESTMENT BOARD | History | Added to | 163,003 | 2,513 | 0.01% | 0.01% | 30 | +5,100 | 3.23% | Q1 2026 | May 13, 2026 |
| RHUMBLINE ADVISERS | History | Added to | 141,361 | 2,179 | 0.0% | 0.0% | 31 | +29 | 0.02% | Q1 2026 | May 12, 2026 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | History | Added to | 129,412 | 1,995 | 0.0% | 0.0% | 32 | +1,066 | 0.83% | Q1 2026 | May 13, 2026 |
| RWA WEALTH PARTNERS, LLC | History | No change | 119,465 | 1,842 | 0.02% | 0.02% | 33 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| UBS Group AG | History | Reduced | 110,276 | 1,700 | 0.0% | 0.0% | 34 | -34,855 | -24.02% | Q1 2026 | May 05, 2026 |
| HRT FINANCIAL LP | History | Reduced | 108,541 | 1,673 | 0.0% | 0.01% | 35 | -57,648 | -34.69% | Q1 2026 | May 14, 2026 |
| FRANKLIN RESOURCES INC | History | New | 106,803 | 1,646 | 0.0% | — | 36 | +106,803 | New | Q1 2026 | May 13, 2026 |
| CITADEL ADVISORS LLC | History | Added to | 106,286 | 1,638 | 0.0% | 0.0% | 37 | +41,804 | 64.83% | Q1 2026 | May 15, 2026 |
| Nuveen, LLC | History | Reduced | 105,614 | 1,628 | 0.0% | 0.0% | 38 | -3,563 | -3.26% | Q1 2026 | Apr 30, 2026 |
| Legal & General Group Plc | History | Reduced | 105,244 | 1,622 | 0.0% | 0.0% | 39 | -13,411 | -11.3% | Q1 2026 | May 08, 2026 |
| Squarepoint Ops LLC | History | Reduced | 103,618 | 1,597 | 0.0% | 0.0% | 40 | -21,954 | -17.48% | Q1 2026 | May 15, 2026 |
| Brandywine Global Investment Management, LLC | History | No change | 134,050 | 1,549 | 0.01% | 0.01% | 41 | 0 | 0.0% | Q4 2025 | Feb 11, 2026 |
| Quantinno Capital Management LP | History | Added to | 97,435 | 1,502 | 0.0% | 0.0% | 42 | +1,762 | 1.84% | Q1 2026 | May 15, 2026 |
| Swiss National Bank | History | No change | 92,072 | 1,419 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| Campbell & CO Investment Adviser LLC | History | New | 91,042 | 1,403 | 0.08% | — | 44 | +91,042 | New | Q1 2026 | May 15, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | History | Added to | 77,838 | 1,201 | 0.0% | 0.0% | 45 | +9,712 | 14.26% | Q1 2026 | May 15, 2026 |
| CWM, LLC | History | Added to | 73,382 | 1,131 | 0.0% | 0.0% | 46 | +119 | 0.16% | Q1 2026 | May 14, 2026 |
| BANK OF AMERICA CORP /DE/ | History | Added to | 72,872 | 1,123 | 0.0% | 0.0% | 47 | +10,730 | 17.27% | Q1 2026 | May 15, 2026 |
| AMERIPRISE FINANCIAL INC | History | Reduced | 71,757 | 1,106 | 0.0% | 0.0% | 48 | -3,805 | -5.04% | Q1 2026 | May 15, 2026 |
| FMR LLC | History | Reduced | 69,060 | 1,064 | 0.0% | 0.0% | 49 | -220,280 | -76.13% | Q1 2026 | May 15, 2026 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 65,912 | 1,016 | 0.0% | 0.0% | 50 | -1,524 | -2.26% | Q1 2026 | Apr 27, 2026 |
| RENAISSANCE TECHNOLOGIES LLC | History | Reduced | 63,800 | 983 | 0.0% | 0.0% | 51 | -1,300 | -2.0% | Q1 2026 | May 14, 2026 |
| NATURAL INVESTMENTS, LLC | History | Reduced | 57,195 | 881 | 0.22% | 0.18% | 52 | -5,178 | -8.3% | Q1 2026 | May 01, 2026 |
| Creative Planning | History | Reduced | 54,994 | 848 | 0.0% | 0.0% | 53 | -13,787 | -20.04% | Q1 2026 | May 12, 2026 |
| JPMORGAN CHASE & CO | History | Added to | 50,882 | 765 | 0.0% | 0.0% | 54 | +6,686 | 15.13% | Q1 2026 | May 13, 2026 |
| PRUDENTIAL FINANCIAL INC | History | Added to | 48,179 | 742 | 0.0% | 0.0% | 55 | +4,910 | 11.35% | Q1 2026 | May 13, 2026 |
| FIRST TRUST ADVISORS LP | History | Reduced | 47,972 | 739 | 0.0% | 0.0% | 56 | -9,866 | -17.06% | Q1 2026 | May 13, 2026 |
| DEUTSCHE BANK AG\ | History | Added to | 47,324 | 729 | 0.0% | 0.0% | 57 | +5,303 | 12.62% | Q1 2026 | May 06, 2026 |
| Pathstone Holdings, LLC | History | Added to | 45,103 | 695 | 0.0% | 0.0% | 58 | +117 | 0.26% | Q1 2026 | May 11, 2026 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | History | Reduced | 42,734 | 658 | 0.0% | 0.0% | 59 | -379 | -0.88% | Q1 2026 | May 15, 2026 |
| Visionary Wealth Advisors | History | Added to | 42,365 | 653 | 0.03% | 0.01% | 60 | +18,090 | 74.52% | Q1 2026 | May 13, 2026 |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV | History | No change | 41,686 | 642 | 0.09% | 0.07% | 61 | 0 | 0.0% | Q1 2026 | Apr 24, 2026 |
| TWO SIGMA ADVISERS, LP | History | No change | 54,700 | 632 | 0.0% | 0.0% | 62 | 0 | 0.0% | Q4 2025 | Feb 17, 2026 |
| CANADA LIFE ASSURANCE Co | History | No change | 38,693 | 597 | 0.0% | 0.0% | 63 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| ROYCE & ASSOCIATES LP | History | No change | 36,519 | 563 | 0.01% | 0.0% | 64 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| FULLER & THALER ASSET MANAGEMENT, INC. | History | Added to | 34,710 | 535 | 0.0% | 0.0% | 65 | +850 | 2.51% | Q1 2026 | May 14, 2026 |
| LPL Financial LLC | History | Reduced | 33,595 | 518 | 0.0% | 0.0% | 66 | -3,154 | -8.58% | Q1 2026 | May 06, 2026 |
| VANGUARD ASSET MANAGEMENT, Ltd | History | New | 33,388 | 514 | 0.0% | — | 67 | +33,388 | New | Q1 2026 | May 08, 2026 |
| ALLIANCEBERNSTEIN L.P. | History | Reduced | 43,086 | 498 | 0.0% | 0.0% | 68 | -17,000 | -28.29% | Q1 2026 | May 15, 2026 |
| BEACON INVESTMENT ADVISORS LLC | History | Reduced | 32,330 | 498 | 0.19% | 0.17% | 69 | -5,016 | -13.43% | Q1 2026 | May 14, 2026 |
| Cornerstone Advisory, LLC | History | Reduced | 32,121 | 495 | 0.05% | 0.04% | 70 | -3,180 | -9.01% | Q1 2026 | May 04, 2026 |
| Capital Investment Advisory Services, LLC | History | Reduced | 32,000 | 493 | 0.04% | 0.03% | 71 | -9,000 | -21.95% | Q1 2026 | May 05, 2026 |
| AlphaQuest LLC | History | No change | 42,498 | 491 | 0.03% | 0.03% | 72 | 0 | 0.0% | Q4 2025 | Feb 09, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | Added to | 31,780 | 490 | 0.0% | 0.0% | 73 | +13,813 | 76.88% | Q1 2026 | May 15, 2026 |
| Janney Montgomery Scott LLC | History | No change | 30,763 | 474 | 0.0% | 0.0% | 74 | 0 | 0.0% | Q1 2026 | Apr 22, 2026 |
| THRIVENT FINANCIAL FOR LUTHERANS | History | Reduced | 30,414 | 469 | 0.0% | 0.0% | 75 | -895 | -2.86% | Q1 2026 | May 01, 2026 |
| Trek Financial, LLC | History | No change | 29,896 | 460 | 0.02% | 0.02% | 76 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| ROYAL BANK OF CANADA | History | Reduced | 26,829 | 413 | 0.0% | 0.0% | 77 | -2,119 | -7.32% | Q1 2026 | May 15, 2026 |
| Brevan Howard Capital Management LP | History | Added to | 25,561 | 394 | 0.0% | 0.0% | 78 | +2,928 | 12.94% | Q1 2026 | May 15, 2026 |
| MetLife Investment Management, LLC | History | Reduced | 24,584 | 379 | 0.0% | 0.0% | 79 | -3,153 | -11.37% | Q1 2026 | May 14, 2026 |
| State of Alaska, Department of Revenue | History | No change | 24,504 | 376 | 0.0% | 0.0% | 80 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | History | Added to | 23,824 | 367 | 0.0% | 0.0% | 81 | +248 | 1.05% | Q1 2026 | May 15, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | Added to | 23,592 | 363 | 0.0% | 0.0% | 82 | +3,465 | 17.22% | Q1 2026 | May 08, 2026 |
| Susquehanna Portfolio Strategies, LLC | History | New | 23,495 | 362 | 0.01% | — | 83 | +23,495 | New | Q1 2026 | May 15, 2026 |
| Illinois Municipal Retirement Fund | History | Reduced | 21,922 | 338 | 0.0% | 0.0% | 84 | -1,864 | -7.84% | Q1 2026 | May 05, 2026 |
| Graves Light Lenhart Wealth, Inc. | History | No change | 21,665 | 334 | 0.03% | 0.03% | 85 | 0 | 0.0% | Q1 2026 | Apr 08, 2026 |
| JANUS HENDERSON GROUP PLC | History | No change | 20,897 | 322 | 0.0% | 0.0% | 86 | 0 | 0.0% | Q1 2026 | May 18, 2026 |
| CITIGROUP INC | History | Added to | 20,847 | 321 | 0.0% | 0.0% | 87 | +2,058 | 10.95% | Q1 2026 | May 11, 2026 |
| WELLS FARGO & COMPANY/MN | History | Reduced | 20,171 | 311 | 0.0% | 0.0% | 88 | -38,048 | -65.35% | Q1 2026 | May 11, 2026 |
| Louisiana State Employees Retirement System | History | Reduced | 20,200 | 311 | 0.01% | 0.0% | 89 | -700 | -3.35% | Q1 2026 | Apr 20, 2026 |
| Kestra Advisory Services, LLC | History | No change | 19,919 | 307 | 0.0% | 0.0% | 90 | 0 | 0.0% | Q1 2026 | Apr 30, 2026 |
| Salvus Wealth Management, LLC | History | Reduced | 18,709 | 288 | 0.17% | 0.12% | 91 | -358 | -1.88% | Q1 2026 | Apr 10, 2026 |
| BALYASNY ASSET MANAGEMENT L.P. | History | New | 18,008 | 277 | 0.0% | — | 92 | +18,008 | New | Q1 2026 | May 15, 2026 |
| Numerai GP LLC | History | Added to | 17,641 | 272 | 0.03% | 0.01% | 93 | +7,330 | 71.09% | Q1 2026 | May 15, 2026 |
| Vanguard Global Advisers, LLC | History | New | 16,703 | 257 | 0.0% | — | 94 | +16,703 | New | Q1 2026 | May 08, 2026 |
| Amundi | History | Added to | 15,070 | 232 | 0.0% | 0.0% | 95 | +4,503 | 42.61% | Q1 2026 | May 15, 2026 |
| Police & Firemen's Retirement System of New Jersey | History | No change | 14,045 | 216 | 0.0% | 0.0% | 96 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | History | Reduced | 13,967 | 215 | 0.0% | 0.0% | 97 | -1,782 | -11.32% | Q1 2026 | May 15, 2026 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | History | No change | 13,870 | 213 | 0.0% | 0.0% | 98 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| CDC Financial, Inc. | History | New | 13,300 | 205 | 0.13% | — | 100 | +13,300 | New | Q1 2026 | May 15, 2026 |
| AMALGAMATED BANK | History | Reduced | 13,283 | 205 | 0.0% | 0.0% | 99 | -545 | -3.94% | Q1 2026 | May 08, 2026 |
| NEW YORK STATE COMMON RETIREMENT FUND | History | No change | 13,010 | 200 | 0.0% | 0.0% | 101 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arizona State Retirement System | History | Reduced | 12,817 | 197 | 0.0% | 0.0% | 102 | -128 | -0.99% | Q1 2026 | May 01, 2026 |
| Inscription Capital, LLC | History | No change | 12,788 | 197 | 0.02% | 0.02% | 103 | 0 | 0.0% | Q1 2026 | Apr 20, 2026 |
| Brooklyn Investment Group | History | New | 12,703 | 195 | 0.01% | — | 105 | +12,703 | New | Q1 2026 | Apr 29, 2026 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | History | No change | 12,688 | 195 | 0.0% | 0.0% | 104 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| YOUSIF CAPITAL MANAGEMENT, LLC | History | Added to | 12,312 | 189 | 0.0% | 0.0% | 106 | +99 | 0.81% | Q1 2026 | Apr 24, 2026 |
| BNP PARIBAS FINANCIAL MARKETS | History | Reduced | 11,825 | 182 | 0.0% | 0.0% | 107 | -171 | -1.43% | Q1 2026 | May 12, 2026 |
| TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCKY | History | No change | 11,596 | 178 | 0.0% | 0.0% | 108 | 0 | 0.0% | Q1 2026 | May 04, 2026 |
| State of Tennessee, Department of Treasury | History | No change | 11,454 | 176 | 0.0% | 0.0% | 109 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | History | Reduced | 11,268 | 173 | 0.0% | 0.0% | 110 | -12 | -0.11% | Q1 2026 | May 01, 2026 |
| Connor, Clark & Lunn Investment Management Ltd. | History | New | 11,130 | 171 | 0.0% | — | 112 | +11,130 | New | Q1 2026 | May 11, 2026 |
| INTECH INVESTMENT MANAGEMENT LLC | History | Reduced | 11,094 | 171 | 0.0% | 0.0% | 111 | -8,526 | -43.46% | Q1 2026 | May 08, 2026 |
| OREGON PUBLIC EMPLOYEES RETIREMENT FUND | History | No change | 10,410 | 160 | 0.0% | 0.0% | 113 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Vanguard Investments Australia, Ltd. | History | New | 10,000 | 154 | 0.0% | — | 115 | +10,000 | New | Q1 2026 | May 08, 2026 |
| KLP KAPITALFORVALTNING AS | History | No change | 10,000 | 154 | 0.0% | 0.0% | 114 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| FIFTH THIRD BANCORP | History | Added to | 9,972 | 153 | 0.0% | — | 116 | +9,938 | 29229.41% | Q1 2026 | May 01, 2026 |
| UMB Bank, n.a. | History | Reduced | 9,740 | 150 | 0.0% | 0.0% | 117 | -219 | -2.2% | Q1 2026 | May 11, 2026 |
| BARCLAYS PLC | History | Reduced | 9,603 | 148 | 0.0% | 0.0% | 118 | -69,617 | -87.88% | Q1 2026 | May 14, 2026 |
| GAMMA Investing LLC | History | Added to | 9,159 | 141 | 0.01% | 0.0% | 119 | +1,213 | 15.27% | Q1 2026 | Apr 06, 2026 |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO | History | No change | 8,730 | 135 | 0.0% | 0.0% | 120 | 0 | 0.0% | Q1 2026 | May 14, 2026 |
| COMERICA BANK | History | No change | 9,750 | 112 | 0.0% | 0.0% | 121 | 0 | 0.0% | Q4 2025 | Jan 29, 2026 |
| Ensign Peak Advisors, Inc | History | No change | 6,982 | 107 | 0.0% | 0.0% | 122 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Caitlin John, LLC | History | No change | 4,550 | 70 | 0.04% | 0.03% | 123 | 0 | 0.0% | Q1 2026 | May 13, 2026 |
| Tower Research Capital LLC (TRC) | History | Added to | 4,160 | 64 | 0.0% | 0.0% | 125 | +1,417 | 51.66% | Q1 2026 | May 15, 2026 |
| Ameritas Investment Partners, Inc. | History | Reduced | 4,210 | 64 | 0.0% | 0.0% | 124 | -620 | -12.84% | Q1 2026 | May 13, 2026 |
| Russell Investments Group, Ltd. | History | Reduced | 3,937 | 60 | 0.0% | 0.0% | 126 | -269 | -6.4% | Q1 2026 | May 08, 2026 |
| ACADIAN ASSET MANAGEMENT LLC | History | New | 3,838 | 59 | 0.0% | — | 127 | +3,838 | New | Q1 2026 | May 13, 2026 |
| Steward Partners Investment Advisory, LLC | History | Added to | 2,500 | 38 | 0.0% | 0.0% | 128 | +1,000 | 66.67% | Q1 2026 | May 08, 2026 |
| Versant Capital Management, Inc | History | Added to | 2,306 | 35 | 0.0% | 0.0% | 129 | +284 | 14.05% | Q1 2026 | Apr 06, 2026 |
| Sterling Capital Management LLC | History | Reduced | 1,692 | 26 | 0.0% | 0.0% | 130 | -1,235 | -42.19% | Q1 2026 | Apr 22, 2026 |
| SIMPLEX TRADING, LLC | History | New | 1,639 | 25 | 0.0% | — | 131 | +1,639 | New | Q1 2026 | May 14, 2026 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | History | Added to | 1,573 | 24 | 0.0% | 0.0% | 132 | +29 | 1.88% | Q1 2026 | May 14, 2026 |
| BNP Paribas Asset Management Holding S.A. | History | Added to | 1,408 | 21 | 0.0% | 0.0% | 133 | +446 | 46.36% | Q1 2026 | May 14, 2026 |
| Destiny Wealth Partners, LLC | History | New | 1,225 | 18 | 0.0% | — | 134 | +1,225 | New | Q1 2026 | May 11, 2026 |
| NISA INVESTMENT ADVISORS, LLC | History | Added to | 1,041 | 16 | 0.0% | 0.0% | 135 | +266 | 34.32% | Q1 2026 | Apr 30, 2026 |
| HANTZ FINANCIAL SERVICES, INC. | History | Reduced | 819 | 13 | 0.0% | 0.0% | 136 | -254 | -23.67% | Q1 2026 | May 01, 2026 |
| Atlantic Union Bankshares Corp | History | No change | 715 | 11 | 0.0% | 0.0% | 137 | 0 | 0.0% | Q1 2026 | May 12, 2026 |
| OSAIC HOLDINGS, INC. | History | Reduced | 636 | 9 | 0.0% | 0.0% | 138 | -1,307 | -67.27% | Q1 2026 | May 15, 2026 |
| Salomon & Ludwin, LLC | History | Added to | 623 | 9 | 0.0% | 0.0% | 139 | +520 | 504.85% | Q1 2026 | May 11, 2026 |
| Private Wealth Asset Management, LLC | History | No change | 544 | 8 | 0.0% | 0.0% | 140 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| Arax Advisory Partners | History | Reduced | 456 | 7 | 0.0% | 0.0% | 141 | -215 | -32.04% | Q1 2026 | May 13, 2026 |
| Parallel Advisors, LLC | History | Reduced | 450 | 6 | 0.0% | 0.0% | 143 | -35 | -7.22% | Q1 2026 | May 07, 2026 |
| JONES FINANCIAL COMPANIES LLLP | History | No change | 436 | 6 | 0.0% | 0.0% | 142 | 0 | 0.0% | Q1 2026 | May 15, 2026 |
| Pinnacle Wealth Planning Services, Inc. | History | Added to | 343 | 5 | 0.0% | 0.0% | 144 | +169 | 97.13% | Q1 2026 | May 11, 2026 |
| QUADRANT CAPITAL GROUP LLC | History | Added to | 276 | 4 | 0.0% | — | 146 | +262 | 1871.43% | Q1 2026 | May 13, 2026 |
| LOS ANGELES CAPITAL MANAGEMENT LLC | History | No change | 300 | 4 | 0.0% | 0.0% | 145 | 0 | 0.0% | Q1 2026 | May 08, 2026 |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | History | New | 233 | 3 | 0.0% | — | 148 | +233 | New | Q1 2026 | May 07, 2026 |
| FEDERATED HERMES, INC. | History | Added to | 226 | 3 | 0.0% | 0.0% | 147 | +139 | 159.77% | Q1 2026 | May 11, 2026 |
| Farther Finance Advisors, LLC | History | Reduced | 174 | 2 | 0.0% | 0.0% | 150 | -174 | -50.0% | Q1 2026 | Apr 07, 2026 |
| EverSource Wealth Advisors, LLC | History | Added to | 153 | 2 | 0.0% | 0.0% | 149 | +11 | 7.75% | Q1 2026 | May 15, 2026 |
| Hughes Financial Services, LLC | History | No change | 180 | 2 | 0.0% | 0.0% | 151 | 0 | 0.0% | Q1 2026 | Apr 29, 2026 |
| Smartleaf Asset Management LLC | History | Reduced | 105 | 1 | 0.0% | 0.0% | 157 | -414 | -79.77% | Q1 2026 | May 15, 2026 |
| Keating Financial Advisory Services, Inc. | History | New | 111 | 1 | 0.0% | — | 159 | +111 | New | Q1 2026 | May 15, 2026 |
| JPL Wealth Management, LLC | History | New | 91 | 1 | 0.0% | — | 158 | +91 | New | Q1 2026 | May 08, 2026 |
| Allworth Financial LP | History | Added to | 97 | 1 | 0.0% | — | 155 | +55 | 130.95% | Q1 2026 | May 14, 2026 |
| US BANCORP \DE\ | History | Added to | 90 | 1 | 0.0% | — | 152 | +23 | 34.33% | Q1 2026 | May 14, 2026 |
| Covestor Ltd | History | Added to | 33 | 1 | 0.0% | — | 156 | +8 | 32.0% | Q1 2026 | May 05, 2026 |
| BESSEMER GROUP INC | History | No change | 61 | 1 | 0.0% | 0.0% | 153 | 0 | 0.0% | Q1 2026 | May 06, 2026 |
| SIGNATUREFD, LLC | History | No change | 72 | 1 | 0.0% | — | 154 | 0 | 0.0% | Q1 2026 | Apr 07, 2026 |
| ExodusPoint Capital Management, LP | History | Closed out | 0 | 0 | — | 0.01% | — | -76,692 | -100.0% | Q1 2026 | May 14, 2026 |
| JANE STREET GROUP, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -70,738 | -100.0% | Q1 2026 | May 12, 2026 |
| Aquatic Capital Management LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -27,666 | -100.0% | Q1 2026 | May 15, 2026 |
| DAVENPORT & Co LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -24,472 | -100.0% | Q1 2026 | Apr 15, 2026 |
| GUGGENHEIM CAPITAL LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,840 | -100.0% | Q1 2026 | May 15, 2026 |
| SG Americas Securities, LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -22,096 | -100.0% | Q1 2026 | Apr 16, 2026 |
| Verition Fund Management LLC | History | Closed out | 0 | 0 | — | 0.0% | — | -20,927 | -100.0% | Q1 2026 | May 15, 2026 |
| INCEPTIONR LLC | History | Closed out | 0 | 0 | — | 0.06% | — | -19,101 | -100.0% | Q1 2026 | May 14, 2026 |
| Graham Capital Management, L.P. | History | Closed out | 0 | 0 | — | 0.0% | — | -15,317 | -100.0% | Q1 2026 | May 15, 2026 |
| CAXTON ASSOCIATES LLP | History | Closed out | 0 | 0 | — | 0.0% | — | -14,553 | -100.0% | Q1 2026 | May 14, 2026 |
| MassMutual Private Wealth & Trust, FSB | History | Closed out | 0 | 0 | — | 0.0% | — | -263 | -100.0% | Q1 2026 | Apr 13, 2026 |
| Larson Financial Group LLC | History | New | 62 | 0 | — | — | — | +62 | New | Q1 2026 | May 15, 2026 |
| Quarry LP | History | New | 59 | 0 | — | — | — | +59 | New | Q1 2026 | May 15, 2026 |
| Parkside Financial Bank & Trust | History | New | 54 | 0 | — | — | — | +54 | New | Q1 2026 | May 13, 2026 |
| Root Financial Partners, LLC | History | New | 47 | 0 | — | — | — | +47 | New | Q1 2026 | Apr 24, 2026 |
| IFP Advisors, Inc | History | Reduced | 1 | 0 | — | — | — | -39 | -97.5% | Q1 2026 | Apr 13, 2026 |
| Advisory Services Network, LLC | History | New | 38 | 0 | — | — | — | +38 | New | Q1 2026 | May 15, 2026 |
| GROUP ONE TRADING LLC | History | New | 22 | 0 | — | — | — | +22 | New | Q1 2026 | May 13, 2026 |
| MAI Capital Management | History | New | 21 | 0 | — | — | — | +21 | New | Q1 2026 | May 15, 2026 |
| Rockefeller Capital Management L.P. | History | Added to | 63 | 0 | — | — | — | +19 | 43.18% | Q1 2026 | May 14, 2026 |
| Caitong International Asset Management Co., Ltd | History | New | 14 | 0 | — | — | — | +14 | New | Q1 2026 | May 11, 2026 |
| FLAGSHIP HARBOR ADVISORS, LLC | History | Closed out | 0 | 0 | — | — | — | -11 | -100.0% | Q1 2026 | Apr 28, 2026 |
| Ankerstar Wealth, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | May 13, 2026 |
| GILPIN WEALTH MANAGEMENT, LLC | History | New | 3 | 0 | — | — | — | +3 | New | Q1 2026 | Apr 21, 2026 |
| Dunhill Financial, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | May 06, 2026 |
| Torren Management, LLC | History | Closed out | 0 | 0 | — | — | — | -1 | -100.0% | Q1 2026 | Apr 30, 2026 |
| CIBC Private Wealth Group LLC | History | No change | 11 | 0 | — | — | — | 0 | 0.0% | Q4 2025 | Feb 12, 2026 |
| Rachor Investment Advisory Services, LLC | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 07, 2026 |
| MJT & Associates Financial Advisory Group, Inc. | History | No change | 5 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | Apr 02, 2026 |
| Essential Partners LLC | History | No change | 2 | 0 | — | — | — | 0 | 0.0% | Q1 2026 | May 21, 2026 |